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AGENDApacket__10-08-24
OSH KO SH C OMMO N C O UN C I L A GEN DA C O UN C IL C H A MB ER S, C ITY H ALL OSH KO SH , W I SC ON SI N October 8, 2024 If anyone requires reasonable ADA accommodations, please contact the office of the City Manager at citymgr@oshkoshwi.gov, or phone 920-236-5002. To send written correspondence to the Council, mail it to the City Manager, place it in the City Hall dropbox, or email it to council@oshkoshwi.gov (prior to the Council meeting). A.CALL TO ORDER (6:00 p.m.) B.ROLL CALL C.INVOCATION - VOTING FIRST: Council Member Esslinger Invocation #3 D.PLEDGE OF ALLEGIANCE - Valley Christian School E.PROCLAMATIONS 104th Anniversary of Rímac (Peru) National Volunteer Fire Company No. 21, October 8, 2024 (Mayoral Proclamation and Legislative Citation) White Cane Safety Day, October 15, 2024 (Issued) F.CITIZEN STATEMENTS TO COUNCIL (Citizens are to address the Council only. Statements are limited to five (5) minutes; they must address items that are not listed on the Council meeting agenda, are limited to issues that have an impact on the City of Oshkosh and the Common Council may address at a future meeting, and must not include endorsements of any candidates or other electioneering.) If you require more time please inform the Mayor at the beginning of your presentation. G.CONSENT AGENDA ITEMS (Consent Agenda items are those items of a routine administrative nature that are voted on by the Council in a single roll call vote. Staff recommends approval of all items. Any member of the public or Common Council may request that an item be removed from the Consent Agenda for discussion.) 1.Report of Bills 2.August 2024 Financial Report 3.Receipt & Filing of Minutes - Library Board, 08.29.24 4.Res 24-533 Disallowance of Claim - John Parker 5.Res 24-534 Approve Annexation Agreement with Christine A. Kromm for Property in the Town of Oshkosh (4434 Island View Drive) 6.Res 24-535 Authorize Application for Bureau of Justice Assistance Fiscal Year 24 Edward Byrne Memorial Justice Assistance Grant (JAG) Program 7.Res 24-536 Approve Purchase from TelVue Corporation for Master Control Equipment for Oshkosh Media ($71,238.63) 8.Res 24-537 Award Bid to Olson Trailer & Body LLC for Two Stainless-Steel Dump Bodies, Hoists and Hydraulics for the Parks Department ($64,381.00) 9.Res 24-538 Approve Block Party Request - Jacqueline Torres Gladney to Utilize Wright Street for a Neighborhood Block Party, October 29, 2024 10.Res 24-539 Approve Special Class "B" Licenses H.ITEMS REMOVED FROM CONSENT AGENDA I.PENDING ORDINANCES 11.Ord 24-540 Amend Sections 27A-8 and 27A-10 of the Municipal Code to Designate W. 12th Avenue as a Through Street at the Intersection of W. 12th Avenue and Minnesota Street (Transportation Committee Recommends Approval) 12.Ord 24-541 Amend Section 27A-11 of the Municipal Code to Remove a Bus Loading Zone on Hazel Street and a Handicap Parking Area on Melvin Avenue Due to Relocation of the School Facilities in and Around the New Menominee Elementary School Site (Transportation Committee Recommends Approval) 13.Ord 24-542 Amend Section 27A-11 of the Municipal Code to Change No Parking Restriction on Algoma Blvd in Front of University of Wisconsin Oshkosh Albee Hall from No Parking to 60-Minute Parking (Transportation Committee Recommends Approval) 14.Ord 24-543 Amend Section 27A-11 of the Municipal Code Update Parking Regulations on Nebraska Street and 10th Avenue Adjacent to Grace Lutheran Church and School (Transportation Committee Recommends Approval) 15.Ord 24-544 Adopt Parking Lot Maps and Associated Regulations within Appendix 27B of the Municipal Code for the Rec Department, Grand South and 200 West Parking Lots (Transportation Committee Recommends Approval) 16.Ord 24-545 Approve Zone Change from Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD) at 1700 Oregon Street (Plan Commission Recommends Approval) J.NEW RESOLUTIONS 17.Res 24-546 Approve General Development Plan and Specific Implementation Plan for a Mixed Use Building at 1700 Oregon Street (Plan Commission Recommends Approval) 18.Res 24-547 Approve Professional Service Agreement with Associated Appraisal Consultants, Inc. for 2025 Commercial Assessment Revaluation ($285,000) 19.Res 24-548 Approve Professional Service Agreement with Associated Appraisal Consultants, Inc. for Three (3) Year Annual Maintenance for Commercial Assessment Services ($202,500) K.COUNCIL DISCUSSION, DIRECTION TO CITY MANAGER & FUTURE AGENDA ITEMS 20.Discussion and Direction to City Manager 21.Future Agenda Items, Meetings, and Workshops A.Workshop on Undergrounding Utilities, October 22nd, 5:00 p.m. B.Update on City Hall Facilities Study, October 22nd, in-meeting workshop C.Presentation from Greater Oshkosh Economic Development Corporation (GO- EDC), October 22nd, in meeting D.2025 Budget Workshops, October 28th & 29th, 8:00 a.m. - 4:30 p.m. L.COUNCIL MEMBER ANNOUNCEMENTS & STATEMENTS M.CITY MANAGER ANNOUNCEMENTS & STATEMENTS 22.Trick-or-Treat Hours - October 31, 2024, 5:00 p.m. - 7:00 p.m. 23.Outstanding Issues N.ADJOURN TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Julie Calmes, Director of Finance D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Report of Bills B a c k gr oundBackground The items below are being presented for approval by the Oshkosh Common Council. These items have been properly audited and certified by the City Comptroller and are herewith submitted for your allowance in the amount of $5,437,103.16 Bills paid September 20 and September 27, 2024 $4,280,877.49 Payroll paid September 27, 2024 $1,156,225.67 A t t a chment sAttachments 09202024 Check run 09272024 Check run CHECK NUMBER CHECK DATE VENDOR NAME AMOUNT 11603 09/20/2024 AUTOMATED COMFORT CONTROLS INC 736.05 11604 09/20/2024 AECOM INC 4,048.75 11605 09/20/2024 AIRGAS USA LLC 3,295.63 11606 09/20/2024 AURORA HEALTH CARE 388.00 11607 09/20/2024 BRETT ROBERTSON 32.20 11608 09/20/2024 CENTRAL TEMP EQUIPMENT SERVICE 1,051.18 11609 09/20/2024 CHEMTRADE CHEMICALS US LLC 8,420.95 11610 09/20/2024 CINTAS CORPORATION NO 2 859.38 11611 09/20/2024 CONSTELLATION ENERGY SERVICES 922.01 11612 09/20/2024 CONWAY SHIELD 6,895.00 11613 09/20/2024 DORNER INC 732,320.99 11614 09/20/2024 EMMONS BUSINESS INTERIORS 1,146.96 11615 09/20/2024 ENVIROTECH EQUIP CO LLC 1,692.10 11616 09/20/2024 EVAN PETRIE 28.81 11617 09/20/2024 EWALDS HARTFORD FORD LLC 49,887.00 11618 09/20/2024 FIRE APPARATUS & EQUIPMENT INC 228.62 11619 09/20/2024 GANNETT WISCONSIN LOCALIQ 1,883.12 11620 09/20/2024 GODFREY AND KAHN SC 6,086.00 11621 09/20/2024 HOLIDAY WHOLESALE 174.05 11622 09/20/2024 K AND C PEST CONTROL LLC 185.00 11623 09/20/2024 GLOBAL WATER TECHNOLOGY INC 1,142.28 11624 09/20/2024 LEVENHAGEN OIL CORPORATION 17,250.10 11625 09/20/2024 MACCO'S COMMERCIAL INTERIORS 2,088.00 11626 09/20/2024 MACQUEEN EQUIPMENT GROUP 7,367.89 11627 09/20/2024 MARK A ROHLOFF 73.31 11628 09/20/2024 MCC INC 655.38 11629 09/20/2024 MCC INC 1,652.25 11630 09/20/2024 NORTHERN LAKE SERVICE INC 2,413.48 11631 09/20/2024 PLYMOUTH LUBRICANTS 692.14 11632 09/20/2024 POMP'S TIRE SERVICES INC 4,429.04 11633 09/20/2024 P T S CONTRACTORS INC 486,954.59 11634 09/20/2024 QUALITY TRUCK CARE CENTER INC 55.11 11635 09/20/2024 REINDERS INC 707.33 11636 09/20/2024 SERVICEMASTER BLDG MAINTENANCE 330.00 11637 09/20/2024 SHI INTERNATIONAL CORP 849.79 11638 09/20/2024 SHORT ELLIOTT HENDRICKSON INC 39,827.32 11640 09/20/2024 VINTON CONSTRUCTION INC 90,866.21 11641 09/20/2024 WI PUBLIC SERVICE CORP 143,777.37 11642 09/20/2024 WINDOW GENIE OF APPLETON AND OSHKOSH 880.00 11643 09/20/2024 WINNEBAGO COUNTY TREASURER 78,839.58 11644 09/20/2024 AUGUST WINTER & SONS INC 7,031.00 5002828 09/20/2024 THE ICEE COMPANY 5,841.88 5002829 09/20/2024 AARON DROESSLER 416.71 5002830 09/20/2024 ADVOCAP INC 52,832.78 5002831 09/20/2024 ALEXANDER CHEMICAL CORPORATION 41,054.52 5002832 09/20/2024 AMERICAN CONSERVATION & BILLING SOLUTIONS INC 4,161.00 5002833 09/20/2024 ANDREW LECKER 20.00 5002834 09/20/2024 ANTHEM LUXURY LIVING LLC 69,694.55 5002835 09/20/2024 AT & T 272.03 5002836 09/20/2024 MARIE BAERWALD 45.86 5002837 09/20/2024 CHEMART CO 2,598.20 5002838 09/20/2024 BERGSTROM HONDA NISSAN OF OSHKOSH 42,733.00 5002839 09/20/2024 BOUND TREE MEDICAL LLC 1,279.32 5002840 09/20/2024 BOYS & GIRLS CLUB OF OSHKOSH INC 2,624.00 5002841 09/20/2024 HALLE OR EVAN SOCZKA 40.06 5002842 09/20/2024 CAROW LAND SURVEYING AND ENVIRONMENTAL INC 3,325.00 5002843 09/20/2024 COMPBASE INC 1,800.00 5002844 09/20/2024 CREATIVE SIGN COMPANY INC 14,320.00 5002845 09/20/2024 CRYSTAL BATHKE 33.50 5002846 09/20/2024 DEREK RADEMACHER 25.00 5002847 09/20/2024 DINGS CO DYNAMICS GROUP 3,355.23 5002848 09/20/2024 DREAMS OF JEANNE LLC 25.00 5002849 09/20/2024 DUNCAN SOLUTIONS LLC 7,573.30 5002850 09/20/2024 EHLERS 11,000.00 5002851 09/20/2024 ELEVATE ENERGY 13,375.00 5002852 09/20/2024 CHRISTOPHER FEDIE 80.17 5002853 09/20/2024 FOX VALLEY IRON METAL AND AUTO SALVAGE INC 130.00 5002854 09/20/2024 G REINKE & COMPANY 1,146.25 5002855 09/20/2024 GRAYBAR ELECTRIC CO 10,833.30 5002856 09/20/2024 HECKRODT WETLAND 75.00 5002857 09/20/2024 HENRY SCHEIN INC 173.64 5002858 09/20/2024 HICKEY ROOFING INC 1,050.00 5002859 09/20/2024 EMERGENCY VEHICLES PLUS 808,539.00 5002860 09/20/2024 IDEAL CRANE RENTAL INC 2,255.00 5002861 09/20/2024 JOHN GREGORIUS 34.84 5002862 09/20/2024 MEGAN E JUNK 84.13 5002863 09/20/2024 KNOLL INVESTMENTS LLC 150.72 5002864 09/20/2024 MARK RICHARDS 173.99 5002865 09/20/2024 MATTHEW RENIK 25.00 5002866 09/20/2024 MIDWEST REALTY MANAGEMENT INC 15.88 5002867 09/20/2024 NEIL OR DONNA MOREY 44.91 5002868 09/20/2024 NET TRANSCRIPTS INC 87.05 5002869 09/20/2024 NORTHEAST WI TECHNICAL COLLEGE 750.00 5002870 09/20/2024 CASEY'S MEADOW, LLC 55,976.42 5002871 09/20/2024 CLEARCOM INCORPORATED 30.00 5002872 09/20/2024 CYNTHIA HARNISH 327.25 5002873 09/20/2024 DANIEL POLLNOW 154.38 5002874 09/20/2024 DONALD SCHWEIHS 50.00 5002875 09/20/2024 FRIENDS OF OSHKOSH SENIOR CENTER 310.00 5002876 09/20/2024 JEFFREY ATTOE 1,547.63 5002877 09/20/2024 MARK HAMMOND 284.00 5002878 09/20/2024 MUZA METAL PRODUCTS 15,600.00 5002879 09/20/2024 NIEBLER PROPERTIES INC 167.87 5002880 09/20/2024 SHERYL HEINBIGNER 9,415.25 5002881 09/20/2024 OSHKOSH AREA HUMANE SOCIETY 295.00 5002882 09/20/2024 CITY OF OSHKOSH 3,560.00 5002883 09/20/2024 PACKERLAND GLASS PRODUCTS 1,500.00 5002884 09/20/2024 PERSONNEL EVALUATION INC 50.00 5002885 09/20/2024 RAMBOLL AMERICAS ENGINEERING SOLUTIONS INC 8,556.20 5002886 09/20/2024 REALTY GROUP ONE 64.77 5002887 09/20/2024 REGISTRATION FEE TRUST 169.50 5002888 09/20/2024 SAWYER SCHNETTLER 25.00 5002889 09/20/2024 SCHMITT TITLE LLC 60.00 5002890 09/20/2024 STEVEN J SCHAUZ 41.84 5002891 09/20/2024 STREICHER'S 1,435.00 5002892 09/20/2024 TEAM SNW LLC 471.27 5002893 09/20/2024 TELEFLEX LLC 677.50 5002894 09/20/2024 THE HOME DEPOT PRO 815.73 5002895 09/20/2024 THOMAS KOPCZYK 115.00 5002896 09/20/2024 THOMAS R KARRELS PE SC 23,558.00 5002897 09/20/2024 MARK A THOMPSON 36.64 5002898 09/20/2024 TKK ELECTRONICS LLC 337.32 5002899 09/20/2024 UNITED MAILING SERVICE INC 849.20 5002900 09/20/2024 UNITED PARCEL SERVICE 75.39 5002901 09/20/2024 US BANK TRUST 2,000.00 5002902 09/20/2024 WRIGHT WEBER MANAGEMENT LLC 63.81 5002903 09/20/2024 EUGENE E OR SHANAH ZASTERA 54.95 5002904 09/20/2024 ZILLGES MATERIALS INC 3,300.00 2,944,233.71 CHECK NUMBER CHECK DATE VENDOR NAME AMOUNT 11655 09/27/2024 AECOM INC 1,553.75 11656 09/27/2024 AIRGAS USA LLC 360.20 11657 09/27/2024 BROOKS TRACTOR INC 72.70 11658 09/27/2024 CABLECOM LLC 840.87 11659 09/27/2024 CASEY M CANADY 34.84 11660 09/27/2024 CHEMTRADE CHEMICALS US LLC 8,445.67 11661 09/27/2024 CINTAS CORPORATION NO 2 484.51 11662 09/27/2024 CORE AND MAIN LP 3,637.00 11663 09/27/2024 CURT KLASKE 15.00 11664 09/27/2024 EVOQUA WATER TECHNOLOGIES LLC 4,062.30 11665 09/27/2024 FERGUSON WATERWORKS #1476 364.00 11666 09/27/2024 FIRE APPARATUS & EQUIPMENT INC 3,848.29 11667 09/27/2024 FRANK'S RADIO SERVICE INC 2,322.37 11668 09/27/2024 GFL ENVIRONMENTAL 187.76 11669 09/27/2024 AMERICAN OVERHEAD DOOR COMPANY INC 1,480.00 11670 09/27/2024 HAROLD CARPENTER AND COMPLETE OVERHEAD 4,495.00 11671 09/27/2024 HUNTER SECURITY AND SURVEILLANCE 2,100.24 11672 09/27/2024 CH2M HILL ENGINEERS INC 59,488.50 11673 09/27/2024 JACOBS ENGINEERING GROUP INC 61,394.00 11674 09/27/2024 JEFFERSON FIRE & SAFETY 49,302.10 11675 09/27/2024 J F AHERN CO 300.00 11676 09/27/2024 JOHN ZARATE 54.37 11677 09/27/2024 KERBERROSE S.C.6,482.65 11678 09/27/2024 LAFORCE INC 10,419.79 11679 09/27/2024 GLOBAL WATER TECHNOLOGY INC 447.24 11680 09/27/2024 LEVENHAGEN OIL CORPORATION 44,145.57 11681 09/27/2024 MACQUEEN EQUIPMENT GROUP 11,512.67 11682 09/27/2024 MARK A ROHLOFF 170.33 11683 09/27/2024 MCC INC 6,168.05 11684 09/27/2024 MONROE TRUCK EQUIPMENT 642.60 11685 09/27/2024 NORTHEAST ASPHALT INC 930.75 11686 09/27/2024 OSHKOSH CONVENTION AND VISITORS BUREAU INC 241,404.43 11687 09/27/2024 PLYMOUTH LUBRICANTS 597.76 11688 09/27/2024 POMP'S TIRE SERVICES INC 157.10 11689 09/27/2024 PROFESSIONAL SVC INDUSTRIES 12,732.97 11690 09/27/2024 P T S CONTRACTORS INC 242,904.47 11691 09/27/2024 ROGAN'S SHOES 449.00 11692 09/27/2024 SERVICEMASTER BLDG MAINTENANCE 3,625.00 11693 09/27/2024 SONSEEKER POOL MASONRY LLC 12,310.00 11694 09/27/2024 SPECIALTY ENGINEERING GROUP LLC 9,000.00 11695 09/27/2024 LYNN PEAVEY COMPANY 298.12 11696 09/27/2024 TYLER TECHNOLOGIES INC 25,524.83 11697 09/27/2024 ON TIME EMBROIDERY INC 956.00 11698 09/27/2024 VENTEK INTERNATIONAL 642.25 11699 09/27/2024 WESTWOOD PROFESSIONAL SERVICES INC 3,475.08 11700 09/27/2024 WI PUBLIC SERVICE CORP 14,201.33 11701 09/27/2024 WINNEBAGO COUNTY TREASURER 300.00 11702 09/27/2024 WINNEBAGO COUNTY TREASURER 508.55 5002905 09/23/2024 ASSURANCE TITLE SERVICES INC 76,550.00 5002906 09/23/2024 ASSURANCE TITLE SERVICES INC 220.79 5002924 09/27/2024 AARDVARK 1,099.67 5002925 09/27/2024 ACCU COM INC 3,050.00 5002926 09/27/2024 ALEXANDER CHEMICAL CORPORATION 16,545.96 5002927 09/27/2024 ART CIY SIGNS LLC 1,719.88 5002928 09/27/2024 ASSOCIATED BANK OF OSHKOSH 575.00 5002929 09/27/2024 AT & T 371.05 5002930 09/27/2024 CARL BOWERS AND SONS CONSTRUCTION COMPANY INC 228,818.52 5002931 09/27/2024 BZA PROPERTIES LLC 45.97 5002932 09/27/2024 CARDINAL CONSTRUCTION CO INC 4,717.13 5002933 09/27/2024 COMMON SCHOOL FUND 80.00 5002934 09/27/2024 DEAN ARTUS 45.45 5002935 09/27/2024 DIRECT TECHNOLOGY GROUP 6,320.00 5002936 09/27/2024 JASON TRACY 117.31 5002937 09/27/2024 ENERGITECH SERVICES LLC 300.00 5002938 09/27/2024 FLAGSHIP INVESTMENTS, LLC 18.58 5002939 09/27/2024 GIZMO OSHKOSH LLC 16,144.33 5002940 09/27/2024 JACOBSON CONTRACTING LLC 3,000.00 5002941 09/27/2024 JASH USA INC 480.00 5002942 09/27/2024 JESSE BARRETTE 16.00 5002943 09/27/2024 KANE COMMUNICATIONS GROUP 25,679.50 5002944 09/27/2024 KIESLER POLICE SUPPLY INC 1,686.30 5002945 09/27/2024 KLINK EQUIPMENT 171.44 5002946 09/27/2024 KLOEHN GRETCHEN 121.44 5002947 09/27/2024 LA CROSSE SEED 1,625.00 5002948 09/27/2024 LAI LTD 240.47 5002949 09/27/2024 OGDENGLAZER LLC 252.00 5002950 09/27/2024 ON THE WING 600.00 5002951 09/27/2024 JAMES BALZA 18.75 5002952 09/27/2024 CITY OF OSHKOSH 10.00 5002953 09/27/2024 OSHKOSH TENT AND AWNING CO INC 2,625.00 5002954 09/27/2024 CITY OF OSHKOSH UTILITIES 63.89 5002955 09/27/2024 PARAGON DEVELOPMENT SYSTEMS INC 5,700.00 5002956 09/27/2024 PROTANIC INC 2,496.00 5002957 09/27/2024 RADDATZ FARM LLC 300.00 5002958 09/27/2024 RIESTERER & SCHNELL INC 5,859.17 5002959 09/27/2024 SARAH DANAHY 325.00 5002960 09/27/2024 SCHMITT TITLE LLC 60.00 5002961 09/27/2024 SCHMITT TITLE LLC 53.87 5002962 09/27/2024 SHANNON CHEMICAL CORPORATION 10,948.28 5002963 09/27/2024 STREICHER'S 385.00 5002964 09/27/2024 TEREX USA LLC 4,990.72 5002965 09/27/2024 THE HOME DEPOT PRO 11.69 5002966 09/27/2024 THOMAS R KARRELS PE SC 6,100.00 5002967 09/27/2024 TKK ELECTRONICS LLC 766.31 5002968 09/27/2024 UNIVERSITY OF WIS - MILWAUKEE 40,387.06 5002969 09/27/2024 UNITED PARCEL SERVICE 139.85 5002970 09/27/2024 US BANK TRUST 500.00 5002971 09/27/2024 US TREASURY 1,432.92 5002972 09/27/2024 WATERMARK47 INC 566.00 5002973 09/27/2024 WHITE CAP LP 6,094.00 5002974 09/27/2024 WRIGHT WEBER MANAGEMENT LLC 58.22 5002975 09/27/2024 ZILLGES MATERIALS INC 1,290.25 1,336,643.78 SUB JEC T:SUB JEC T :August 2024 Financial Report D A TE :D A T E :October 08, 2024 A t t a chment sAttachments August 2024 Monthly Financial Reports Finance Department City Hall, 215 Church Avenue P.O. Box 1130 Oshkosh, WI 54903-1130 920.236.5005 http://www.ci.oshkosh.wi.us October 8, 2024 Honorable Mayor and Members of the Common Council City of Oshkosh, Wisconsin Honorable Mayor and Members of the Common Council, Attached are the Monthly Financial Reports for City for the month of August 2024. Respectfully submitted, Julie Calmes, Finance Director JC Enc GENERAL FUND REVENUES UNAUDITED BUDGET STATEMENT FOR THE MONTH ENDED AUGUST 31, 2024 REVENUE CATEGORY BUDGET YEAR TO DATE AUGUST 2023 % BUDGET BUDGET YEAR TO DATE AUGUST 2024 % BUDGET 0100 - GENERAL FUND ($52,282,700)($37,193,093)($600,684)71.14%($56,630,357)($39,100,482)($662,934)69.05% 41 - PROPERTY TAX REVENUE ($23,817,500)($23,955,550)($117,830)100.58%($24,460,000)($24,420,921)($24,807)99.84% 4102 - GENERAL PROPERTY TAX-CITY ($23,435,500)($23,435,500)$0 100.00%($24,020,000)($24,020,000)$0 100.00% 4108 - MOBILE HOME FEES ($152,000)($138,219)($12,384)90.93%($190,000)($159,348)($13,912)83.87% 4118 - PMT-IN LIEU OF TAX-OTHER ($100,000)($227,595)($87,258)227.60%($100,000)($117,606)$0 117.61% 4120 - INTEREST-TAXES ($130,000)($154,236)($18,188)118.64%($150,000)($123,967)($10,895)82.64% 42 - INTERGOV REVENUE ($16,842,500)($7,477,148)($6,809)44.39%($19,200,900)($7,891,249)($5,127)41.10% 4206 - FEDERAL AID-POLICE ($40,000)($25,699)($6,809)64.25%($40,000)($19,113)($5,127)47.78% 4210 - STATE AID-SHARED TAXES ($9,609,600)($1,441,441)$0 15.00%($11,633,400)($1,729,661)$1,604,165 14.87% 4226 - STATE AID-POLICE $0 $0 $0 0.00%($29,200)$0 $0 0.00% 4228 - STATE AID-GEN TRNSPT AID (GTA)($2,989,000)($1,887,457)$0 63.15%($2,512,300)($1,884,469)$0 75.01% 4229 - STATE AID-CONNECTING HWY $0 ($243,386)$0 0.00%($394,400)($346,322)$0 87.81% 4232 - STATE AID-PYMT FOR MUNIC SRVS ($1,083,300)($1,116,086)$0 103.03%($1,118,500)($1,114,289)$0 99.62% 4236 - STATE AID-OTHER ($298,000)($272,483)$0 91.44%($298,000)($263,461)($15,353)88.41% 4237 - STATE AID-COMPUTER CREDIT ($633,600)($633,621)$0 100.00%($633,600)($633,621)$0 100.00% 4238 - STATE AID-EXPEND RESTRAINT ($1,547,700)($1,547,751)$0 100.00%($1,588,800)($1,588,812)($1,588,812)100.00% 4239 - STATE AID-PERSONAL PROPERTY ($183,700)($150,742)$0 82.06%($183,700)($150,742)$0 82.06% 4240 - COUNTY AID-OTHER AID $0 ($6,977)$0 0.00%$0 ($18,035)$0 0.00% 4251 - OTHER GOVERNMENT AID-AMBULANCE ($94,200)$0 $0 0.00%($350,000)$0 $0 0.00% 4252 - OTHER GOVERNMENT AID-CABLE TV ($142,700)($142,724)$0 100.02%($142,700)($142,724)$0 100.02% 4253 - OTHER GOVERNMENT AID-POLICE ($218,200)$0 $0 0.00%($273,800)$0 $0 0.00% 4263 - GRANTS - STATE ($2,500)($8,782)$0 351.26%($2,500)$0 $0 0.00% 43 - LICENSES AND PERMITS ($822,000)($627,116)($134,635)76.29%($817,000)($601,651)($128,068)73.64% 4312 - TELEVISION FRANCHISE ($530,000)($401,312)($123,033)75.72%($535,000)($355,443)($113,277)66.44% 4322 - LIQUOR & MALT BEV LICENSES ($125,000)($115,141)($2,270)92.11%($125,000)($125,952)($2,330)100.76% 4323 - MISC CLERK LICENSE & PERMITS ($22,000)($22,945)($110)104.30%($22,000)($20,839)$0 94.72% 4334 - ZONING ORDINANCE ($110,000)($65,636)($8,102)59.67%($110,000)($67,349)($11,307)61.23% 4335 - ZONING CODE ENFORCEMENT ($4,000)($3,000)($600)75.00%($4,000)($3,115)($500)77.88% 4358 - CIGARETTE LICENSE ($6,000)($6,520)$0 108.67%($6,000)($7,483)($83)124.72% 4388 - OTHER PERMITS ($25,000)($12,563)($520)50.25%($15,000)($12,378)($570)82.52% 4389 - OTHER INSPECTION SERVICES $0 $0 $0 0.00%$0 ($9,092)$0 0.00% 44 - FINES & FORFEITURES ($864,300)($402,587)($29,566)46.58%($703,600)($407,626)($54,084)57.93% 4402 - PARKING VIOLATIONS ($408,000)($230,720)($16,620)56.55%($348,600)($248,136)($38,004)71.18% 4406 - CITY FINES FROM COURT ($456,300)($171,867)($12,946)37.67%($355,000)($159,490)($16,079)44.93% 45 - CHARGES FOR SERVICES ($4,310,900)($2,276,320)($114,775)52.80%($4,541,800)($2,358,406)($38,243)51.93% 4518 - ASSESSOR FEES ($140,000)($74,497)($9,510)53.21%($140,000)($115,538)($10,591)82.53% 4519 - PROPERTY SEARCH FEES ($45,000)($26,995)($5,330)59.99%($50,000)($28,095)($4,920)56.19% 4520 - OTHER GENERAL FEES ($57,000)($13,699)($175)24.03%($57,000)($16,560)($451)29.05% 4521 - PD SPEC EVENT REVENUE ($185,700)($46,154)($8,011)24.85%($224,000)($38,637)($210)17.25% 4522 - PD NON-SPEC EVENT REVENUE ($21,900)($10,401)$0 47.49%($36,500)($14,818)$0 40.60% 4523 - FD SPEC EVENT REVENUE ($124,000)($17,780)($6,544)14.34%($184,000)($9,501)($2,803)5.16% 4524 - FD NON-SPEC EVENT REVENUE ($40,000)($13,281)$0 33.20%($40,000)($19,014)$0 47.54% 4525 - STREET SPEC EVENT REVENUE ($9,700)($3,701)($1,385)38.16%($8,000)($3,456)($504)43.20% 4527 - PARKS SPEC EVENT REVENUE ($200)$0 $0 0.00%($200)$0 $0 0.00% 4529 - SIGNS SPEC EVENT REVENUE ($1,100)$0 $0 0.00%($1,100)$0 $0 0.00% 4532 - POLICE DEPARTMENT FEES ($2,500)($4,408)($1,027)176.32%($5,000)($4,615)$0 92.31% 4534 - FIRE DEPARTMENT FEES ($35,000)($12,191)($411)34.83%($35,000)($18,153)($1,027)51.87% 4538 - AMBULANCE SERVICE ($3,575,000)($1,957,530)($70,186)54.76%($3,600,000)($1,991,113)($411)55.31% 4540 - HAZARDOUS RESPONSE CHARGES $0 ($650)$0 0.00%$0 ($2,972)($70,186)0.00% 4551 - FUEL REVENUE $0 $0 ($7,002)0.00%$0 $0 $0 0.00% 4560 - WEED CUTTING ($15,000)($5,289)($1,378)35.26%($16,000)($9,501)$0 59.38% 4561 - SNOW REMOVAL ($40,000)($60,256)$0 150.64%($80,000)($20,957)($1,378)26.20% 4572 - PARK FACILITY RENTALS ($35,000)($29,489)($3,817)84.25%($75,000)($65,476)$0 87.30% 4983 - SPEC EVENT EQUIP DISCOUNT $16,200 $0 $0 0.00%$10,000 $0 ($3,817)0.00% 48 - INTERNAL SERV CHRG ($2,814,900)($113,234)($8,725)4.02%($2,829,257)($154,636)$0 5.47% 4555 - ENG FEES CHG TO CONSTR FUNDS ($2,050,000)$0 $0 0.00%($2,100,000)($93,561)($8,725)4.46% 4811 - SERVICE CHARGE-COMMUNITY DEVEL ($634,400)($24,257)$0 3.82%($598,757)$0 $0 0.00% 4815 - SERVICE CHARGE-CENTRAL GARAGE $0 $0 $0 0.00%$0 $0 $0 0.00% 4816 - SERVICE CHARGE-INTERDEPARTMNTL $0 $0 $0 0.00%$0 $0 $0 0.00% 4822 - SERVICE CHARGE - IT ($130,500)($69,800)($8,725)53.49%($130,500)($61,075)$0 46.80% 4834 - EQUIPMENT RENTAL-RECYCLING $0 ($19,177)$0 0.00%$0 $0 $0 0.00% 49 - MISC REVENUES ($963,000)($2,288,718)($187,272)237.67%($2,510,200)($3,248,652)($408,133)129.42% 4901 - INTEREST $0 $0 $0 0.00%($120,700)$0 $0 0.00% 4907 - INTEREST - ACCOUNTS RECEIVABLE ($3,000)($1,273)($365)42.42%($3,000)($623)($121)20.77% 4908 - INTEREST-OTHER INVESTMENTS ($300,000)($1,927,273)($187,382)642.42%($1,750,000)($3,174,872)($398,078)181.42% 4910 - INTEREST-INSTALLMENT S/A ($475,000)($335,526)($1,892)70.64%($400,000)($5,094)($1,277)1.27% 4916 - CAPITAL GAINS ON INVESTMENTS $0 $3,850 $4,020 0.00%$0 ($6,616)($2,938)0.00% 4952 - GIFTS & DONATIONS ($8,000)($500)$0 6.25%($75,000)($2,848)($393)3.80% 4972 - MISCELLANEOUS REVENUE ($177,000)($27,998)($1,653)15.82%($161,500)($58,599)($5,325)36.28% 52 - OTHER FINANCING ($1,822,600)$0 $0 0.00%($1,542,600)$0 $0 0.00% 20242023 1 GENERAL FUND REVENUES UNAUDITED BUDGET STATEMENT FOR THE MONTH ENDED AUGUST 31, 2024 REVENUE CATEGORY BUDGET YEAR TO DATE AUGUST 2023 % BUDGET BUDGET YEAR TO DATE AUGUST 2024 % BUDGET 20242023 4112 - PMT-IN LIEU OF TAX-UTILITY ($1,542,600)$0 $0 0.00%($1,542,600)$0 $0 0.00% 5299 - TSF FROM OTHER FUNDS ($280,000)$0 $0 0.00%$0 $0 $0 0.00% 53 - SALE-CAPITAL ASSETS ($25,000)($52,420)($1,073)209.68%($25,000)($17,341)($4,472)69.36% 5300 - SALE OF CAPITAL ASSETS ($25,000)($52,420)($1,073)209.68%($25,000)($17,341)($4,472)69.36% 2 GENERAL FUND EXPENDITURES UNAUDITED BUDGET STATEMENT FOR THE MONTH ENDED AUGUST 31, 2024 EXPENDITURES BY DEPARTMENTS 2023 BUDGET YEAR TO DATE AUGUST 2023 % BUDGET 2024 BUDGET YEAR TO DATE AUGUST 2024 % BUDGET 0100 - GENERAL FUND $54,718,318 $34,123,999 $3,870,773 62.36%$56,985,701 $34,670,694 $5,762,567 60.84% 01 - GENERAL GOVERNMENT 01000010 - CITY COUNCIL $67,400 $38,427 $3,022 57.01%$65,702 $42,500 $4,679 64.69% 01000020 - CITY MANAGER $343,400 $182,389 $22,044 53.11%$334,194 $197,222 $33,889 59.01% 01000030 - CITY ATTORNEY $515,900 $309,661 $38,165 60.02%$550,498 $340,206 $56,424 61.80% 01000040 - HUMAN RESOURCES $803,700 $488,695 $59,198 60.81%$902,490 $598,944 $95,571 66.37% 01000050 - CITY CLERK $274,650 $190,059 $20,560 69.20%$358,802 $201,515 $28,548 56.16% 01000060 - ELECTIONS $122,700 $76,155 $929 62.07%$209,686 $94,356 $19,453 45.00% 01000071 - FINANCE ADMINISTRATION $878,100 $554,408 $78,567 63.14%$985,438 $603,636 $93,871 61.26% 01000072 - TAXES & INTEREST $60,000 $96,072 $8,946 160.12%$70,000 $58,147 $5,103 83.07% 01000090 - PURCHASING $303,100 $195,713 $24,901 64.57%$332,394 $209,923 $34,329 63.15% 01000110 - INFORMATION TECH DIV $1,676,100 $1,225,361 $130,421 73.11%$1,841,515 $1,349,718 $174,463 73.29% 01000120 - INSURANCE $1,109,400 $915,790 $7,779 82.55%$1,132,989 $1,002,928 $66,406 88.52% 01000130 - FACILITY MAINTENANCE $900,494 $602,417 $81,574 66.90%$1,456,367 $798,712 $126,793 54.84% 01000150 - OSHKOSH MEDIA $309,100 $206,845 $25,056 66.92%$328,655 $224,411 $37,650 68.28% 02 - PUBLIC SAFETY 01000211 - POLICE $15,972,289 $9,257,257 $1,238,004 57.96%$17,541,867 $10,817,496 $1,945,197 61.67% 01000214 - ANIMAL CARE $102,400 $102,398 $0 100.00%$105,000 $104,958 $0 99.96% 01000217 - AUXILIARY POLICE $6,800 $2,749 $884 40.42%$6,300 $1,579 $38 25.06% 01000218 - CROSSING GUARDS $108,300 $50,106 $0 46.27%$112,612 $50,294 $0 44.66% 01000230 - FIRE DEPARTMENT $15,040,000 $9,776,737 $1,340,577 65.00%$16,765,811 $10,299,375 $1,903,849 61.43% 01000240 - AMBULANCE $375,000 $0 $0 0.00%$396,775 $21,775 $0 5.49% 01000250 - HYDRANT RENTAL $650,000 $433,333 $54,167 66.67%$650,000 $433,333 $54,167 66.67% 01000290 - POLICE & FIRE COMMISSION $28,200 $19,749 $1,630 70.03%$50,200 $26,171 $1,708 52.13% 03 - PUBLIC WORKS 01000410 - PW ADMINISTRATION $236,900 $144,321 $18,009 60.92%$263,726 $172,188 $28,742 65.29% 01000420 - ENGINEERING $1,466,767 $781,525 $109,799 53.28%$1,394,472 $810,530 $152,574 58.12% 01000430 - STREETS $2,728,967 $1,746,851 $70,572 64.01%$3,184,061 $1,583,813 $183,252 49.74% 01000450 - CENTRAL GARAGE $438,200 $330,806 $56,117 75.49%$659,953 $287,745 $62,131 43.60% 04 - TRANSPORTATION 01000801 - ELECTRICAL $675,500 $422,264 $54,286 62.51%$773,456 $431,236 $66,338 55.75% 01000810 - SIGN $235,100 $155,365 $21,201 66.08%$273,850 $162,359 $27,899 59.29% 06 - CULTURE & RECREATION 01000610 - PARKS $2,210,265 $1,396,446 $180,975 63.18%$2,813,144 $1,665,806 $286,799 59.22% 01000620 - FORESTRY $489,600 $311,716 $38,438 63.67%$647,007 $365,972 $56,909 56.56% 07 - CONSERVATION & DEVELOPMENT 01000080 - CITY ASSESSOR $772,100 $323,719 $36,470 41.93%$757,505 $406,098 $54,422 53.61% 01000730 - ECONOMIC DEVELOPMENT $692,526 $405,518 $63,707 58.56%$742,059 $449,738 $50,621 60.61% 01000740 - PLANNING $781,312 $434,154 $59,291 55.57%$856,819 $485,689 $87,642 56.69% 08 - UNCLASSIFIED 01000911 - PATRIOTIC CELEBRATION $24,100 $28,015 $19,686 116.24%$24,100 $23,884 ($1,116)99.11% 01000914 - UNCLASSIFIED $4,319,950 $2,918,979 $5,799 67.57%$398,255 $348,436 $24,217 87.49% Grand Total $54,718,318 $34,123,999 $3,870,773 62.36%$56,985,701 $34,670,694 $5,762,567 60.84% 2023 2024 3 PRELIMINARY BUDGET STATEMENT SPECIAL REVENUE TIF FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0201 - SENIOR SERVICES REVOLVING FUND ($173,222)($195,149) Revenue ($6,967)($45,696)($64,000) Expense $2,687 $23,769 $63,017 0202 - CDBG REVOLVING LOAN FUND ($222,261)($353,060) Revenue ($35,691)($233,801)($250,000) Expense $12,850 $103,003 $249,999 0209 - BUSINESS IMPROVEMENT DISTRICT ($115,324)($188,512) Revenue ($2,781)($176,434)($222,110) Expense $9,497 $103,246 $255,000 0211 - RECYCLING ($2,929,299)($3,534,833) Revenue ($7,357)($1,115,351)($1,138,000) Expense $70,218 $509,817 $1,113,722 0212 - GARBAGE COLLECTION & DISPOSAL $45,794 ($585,987) Revenue ($8,504)($1,779,676)($1,805,000) Expense $176,940 $1,147,894 $1,800,291 0215 - POLICE SPECIAL FUNDS ($298,048)($439,373) Revenue ($30,042)($263,327)($141,431) Expense $5,606 $122,003 $277,970 0223 - STREET LIGHTING FUND ($223,220)($665,455) Revenue $0 ($1,060,300)($1,060,300) Expense $82,500 $618,065 $1,090,876 0224 - SPECIAL EVENTS ($667,978)$5,996,847 Revenue ($83,704)($568,077)$0 Expense $989,192 $7,232,902 $12,816,586 0227 - MUSEUM MEMBERSHIP FUND ($642,614)($648,096) Revenue ($4,644)($56,445)($79,000) Expense $4,630 $50,964 $237,723 0231 - SENIOR SERVICES ($34,681)($167,721) Revenue ($11,829)($580,384)($687,100) Expense $62,745 $447,345 $752,400 0235 - FIRE SPECIAL REVENUE ($408,607)($519,138) Revenue ($11,269)($189,069)($133,289) Expense $2,390 $78,538 $275,448 0239 - LIBRARY ($228,658)($1,408,463) Revenue ($3,387)($3,812,768)($4,080,036) Expense $391,351 $2,632,962 $4,079,973 0241 - MUSEUM ($97,648)($344,694) Revenue ($2,834)($1,050,054)($1,382,904) Expense $121,329 $803,008 $1,278,387 4 PRELIMINARY BUDGET STATEMENT SPECIAL REVENUE TIF FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0242 - MUSEUM COLLECTIONS ($676,030)($700,277) Revenue ($5,074)($33,294)($3,000) Expense $0 $9,047 $56,900 0247 - CEMETERY ($324,220)($380,937) Revenue ($10,221)($370,745)($523,420) Expense $48,666 $314,029 $522,676 0249 - COMMUNITY DEVEL SPECIAL FUNDS ($162,571)($169,898) Revenue $0 ($7,327)$0 Expense $0 $0 $10,589 0255 - PARKS REVENUE FACILITIES ($686,862)($664,831) Revenue ($27,788)($204,131)($381,500) Expense $40,781 $226,162 $381,456 0256 - LEACH AMPHITHEATER ($96,803)($90,514) Revenue ($2,642)($56,798)($103,500) Expense $15,346 $63,087 $101,471 0257 - PUBLIC WORKS SPECIAL FUND $41,331 $74,253 Revenue ($4,495)($50,605)($630,000) Expense $13,267 $83,527 $627,711 0259 - POLLOCK WATER PARK ($78,600)$56,673 Revenue ($54,893)($337,189)($892,400) Expense $70,338 $472,462 $1,381,395 0271 - RENTAL INSPECTIONS ($42,317)($79,217) Revenue $0 ($36,900)$0 Expense $0 $0 $0 0301 - NEIGHBORHOOD IMPROV LOAN PRGRM ($275,692)($275,692) Revenue $0 $0 $0 Expense $0 $0 $218,100 0302 - HEALTHY NEIGHBORHOOD INITIATVE ($2,699,099)($2,493,427) Revenue ($4,200)($115,524)($60,000) Expense $143,411 $321,196 $698,689 0303 - COMMUNITY DEVLP BLOCK GRANT ($4,121,400)($4,121,400) Revenue ($50,977)($790,291)($807,095) Expense $50,977 $790,291 $3,736,228 0304 - LOCAL GO EDC REV LOAN PROGRAM $0 $0 Revenue $0 $0 $0 Expense $0 $0 $450,000 0307 - SENIOR CENTER $0 ($2) Revenue ($2)($2)$0 Expense $0 $0 $3,000 5 PRELIMINARY BUDGET STATEMENT SPECIAL REVENUE TIF FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0501 - GRAND OPERA HOUSE FUND ($34,942)($4,653) Revenue ($1)($1)($36,900) Expense $1,711 $30,291 $30,292 0502 - TIF #25 CITY CENTR HOTEL $137,937 ($152,112) Revenue $0 ($290,849)($287,000) Expense $0 $800 $150 0504 - TIF #26 AVIATION BUS PRK $0 $150 Revenue $0 $0 $0 Expense $0 $150 $200 0506 - PARKING RAMP FUND ($546,308)($546,749) Revenue ($8,952)($26,054)($110,000) Expense $2,619 $25,613 $368,762 0508 - TIF #27 N MAIN IND PARK $907,293 $469,789 Revenue $0 ($437,655)($247,000) Expense $0 $150 $23,200 0510 - TIF #28 - BEACH BUILDING REDEV ($34,942)($93,150) Revenue $0 ($58,358)($57,000) Expense $0 $150 $50,200 0512 - TIF #29 MORGAN DISTRICT ($30,475)($48,162) Revenue $0 ($17,867)($15,000) Expense $0 $180 $150 0514 - TIF #30 WASHINGTON BUILDING ($52,516)($110,079) Revenue $0 ($57,714)($55,000) Expense $0 $150 $45,200 0516 - TIF #31 BUCKSTAFF REDEVE ($48,224)($664,824) Revenue $0 ($620,500)($555,200) Expense $1,950 $3,900 $523,600 0518 - TIF #32 GRANARY REDEVELOPMENT ($5,237)($20,495) Revenue $0 ($15,408)($15,200) Expense $0 $150 $15,200 0519 - TIF #33 LAMICO REDEVELOPMENT ($282,021)($604,526) Revenue $0 ($322,655)($292,400) Expense $0 $150 $230,200 0520 - TIF #24 OSHKOSH CORP E-COAT ($6,208)($246,224) Revenue $0 ($240,166)($260,000) Expense $0 $150 $80,200 0522 - TIF #14 MERCY MEDICAL CENTER ($1,039,261)($1,648,549) Revenue $0 ($603,194)($585,115) Expense $0 ($6,094)$691,150 6 PRELIMINARY BUDGET STATEMENT SPECIAL REVENUE TIF FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0524 - TIF #15 PARK PLAZA COMMERCE ST ($3,085,646)($3,351,837) Revenue $0 ($266,342)($260,000) Expense $0 $150 $130,200 0526 - TIF #16 100 BLOCK REDEVELOPMNT ($639,430)($792,107) Revenue $0 ($152,827)($150,600) Expense $0 $150 $85,200 0528 - TIF #19 NW INDUSTRIAL EXPANSN ($903,429)($1,195,021) Revenue $0 ($291,742)($301,000) Expense $0 $150 $150 0529 - TIF #08 S AVIATION ($28,964)($28,746) Revenue $0 $0 $0 Expense $0 $218 $5,435 0530 - TIF #17 CITY CENTER REDEVELOP ($573,740)($824,579) Revenue $0 ($374,963)($368,000) Expense $0 $124,125 $347,200 0532 - TIF #18 SOUTH WEST INDUSTRIAL $126,138 ($453,495) Revenue $0 ($580,384)($579,300) Expense $0 $750 $41,400 0533 - TIF #10 MAIN & WASH $26,550 $61,046 Revenue $0 $0 $0 Expense $0 $34,496 $0 0534 - TIF #20 SOUTH SHORE REDEVELOP ($2,761,099)($2,738,938) Revenue $0 ($1,049)$0 Expense $0 $23,210 $4,556,135 0535 - TIF #11 OSH OFFICE CENTR ($62,915)($22,690) Revenue $0 $0 $0 Expense $0 $40,225 $0 0536 - TIF #21 FOX RIVER CORR ($540,501)($948,747) Revenue $0 ($524,381)($505,000) Expense $0 $116,134 $816,200 0537 - TIF #12 DIVISION ST ($807,748)($963,187) Revenue $0 ($155,590)($151,600) Expense $0 $150 $150,260 0539 - TIF #13 MARION RD/PEARL $587,190 $231,051 Revenue $0 ($358,503)($359,100) Expense $8 $2,364 $81,500 0540 - TIF #23 SW IND PARK EXP $2,696,042 $3,091,279 Revenue $0 ($23,401)($23,401) Expense $0 $418,637 $418,637 7 PRELIMINARY BUDGET STATEMENT SPECIAL REVENUE TIF FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0580 - TIF #34 OSHKOSH CORP HEADQTRS $52,821 ($1,098,122) Revenue $0 ($1,151,093)($1,200,000) Expense $0 $150 $1,200,200 0581 - TIF #35 OSHKOSH AVE CORRIDOR ($1,540,309)($2,305,023) Revenue $0 ($764,865)($650,000) Expense $0 $150 $18,267 0582 - TIF #36 MERGE REDEVELOPMENT ($15,730)($360,967) Revenue $0 ($345,387)($322,200) Expense $0 $150 $300,200 0583 - TIF #37 AVIATION PLAZA ($28,933)($279,756) Revenue $0 ($250,973)($235,000) Expense $0 $150 $215,200 0584 - TIF #38 PIONEER REDEVELOPMENT ($638)($15,265) Revenue $0 ($14,777)($11,000) Expense $0 $150 $200 0585 - TIF #39 CABRINI SCHOOL REDEV ($39,367)($79,164) Revenue $0 ($39,946)($25,000) Expense $0 $150 $24,200 0586 - TIF #40 MILES KIMBALL REDEVEL $13,216 ($10,246) Revenue $0 ($23,612)($6,000) Expense $0 $150 $4,700 0587 - TIF #41 SMITH SCHOOL REDEVELOP $10,929 $1,004 Revenue $0 ($10,074)$0 Expense $0 $150 $11,200 0588 - TIF #42 MORGAN CROSSING II $2,975 $2,701 Revenue $0 ($424)$0 Expense $0 $150 $200 0589 - TID #43 MILL ON MAIN $62,219 $62,388 Revenue $0 ($11)$0 Expense $0 $180 $400,150 $1,967,966 ($3,772,167)$21,212,844 ($20,380,412)($24,152,578) 8 PRELIMINARY BUDGET STATEMENT CAPITAL PROJECTS AND DEBT FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0311 - SIDEWALK CONSTRUCTION FUND $3,348,127 $3,348,127 Revenue $0 $0 $0 Expense $0 $0 $0 0315 - STREET IMPROVEMENT FUND ($8,353,109)($8,353,109) Revenue $0 $0 $0 Expense $0 $0 $0 0317 - SPECIAL ASSESSMENT IMPROVEMENT ($16,056,207)($17,401,815) Revenue ($505,506)($1,968,441)($3,630,300) Expense $23,276 $622,833 $1,521,986 0321 - CONTRACT CONTROL FUND ($2,853,962)$12,833,251 Revenue $0 ($889,073)$0 Expense $3,570,470 $16,576,287 $74,209,306 0322 - ENTERPRISE CAPITAL FUND ($139,483)$5,336,640 Revenue $0 $0 ($663,000) Expense $2,524,767 $5,476,123 $105,282,939 0323 - EQUIPMENT FUND ($15,691,525)($12,351,469) Revenue $0 ($1,205,500)($1,205,500) Expense $1,159,708 $4,545,556 $24,615,076 0325 - PARKS IMPROVEMENT $1,493,266 $2,076,861 Revenue ($216,638)($216,638)$0 Expense $359,631 $800,233 $5,378,661 0327 - PARK SUBDIVISION IMPROVEMENT ($411,039)($427,639) Revenue $0 ($16,600)$0 Expense $0 $0 $0 0333 - TREE & BENCH MEMORIAL Revenue ($800)($14,677)($58,000)($189,143)$22,298 Expense $26,012 $226,119 $33,000 0335 - SPECIAL ASSESSMENT REPLACEMENT $0 ($1,188) Revenue $0 ($1,188)($2,250,000) Expense $0 $0 $0 0401 - DEBT SERVICE FUND ($1,551,959)($10,128,089) Revenue ($106,899)($15,032,514)($14,647,400) Expense $2,000 $6,456,384 $14,647,400 9 PRELIMINARY BUDGET STATEMENT ENTERPRISE FUNDS FOR THE MONTH ENDED AUGUST 31, 2024 ACCOUNT CURRENT MONTH YTD ACTUAL BUDGET BEGINNING FUND BALANCE YTD FUND BALANCE 0503 - OSHKOSH CONVENTION CENTRE ($7,072,747)($7,303,427) Revenue ($387,400)($1,549,196)($2,515,900) Expense $200,473 $1,318,516 $2,402,060 0509 - PARKING UTILITY ($1,841,055)($1,849,002) Revenue ($5,787)($76,708)($109,600) Expense $8,124 $68,761 $207,639 0511 - TRANSIT UTILITY ($11,125,626)($9,888,037) Revenue ($134,282)($3,418,872)($7,224,344) Expense $623,077 $4,656,461 $15,827,305 0515 - IND PARK LAND ENTERPRISE FUND ($2,953,729)($2,979,069) Revenue $0 ($30,000)($500,000) Expense $243 $4,660 $32,600 0541 - WATER UTILITY ($71,102,406)($75,483,632) Revenue ($1,675,740)($14,680,315)($18,709,400) Expense $657,118 $10,299,089 $22,048,746 0551 - SEWER UTILITY ($68,701,307)($74,862,822) Revenue ($1,645,488)($15,143,297)($18,853,600) Expense $663,777 $8,981,782 $17,390,655 0561 - STORMWATER UTILITY ($78,437,779)($85,295,653) Revenue ($1,317,081)($11,958,418)($15,356,400) Expense $304,814 $5,100,544 $10,420,005 0571 - INSPECTION SERVICES ($2,614,447)($2,990,504) Revenue ($110,804)($1,107,533)($1,219,200) Expense $112,975 $731,476 $1,323,927 10 Beginning Balance Period Change Ending Balance OPERATING CASH TREASURY CASH - OPERATIONS $160,644,513.66 ($20,549,648.45)$140,094,865.21 0707 - TRUST FUNDS 80501 - CEMETERY TRUST $21,879.41 $994.35 $22,873.76 80615 - OPL MEMORIALS $1,241.57 $0.06 $1,241.63 80801 - FISK-GALLUP TRUST $31,508.27 $31,508.27 TRUST AND INVESTMENTS TREASURY CASH - OPERATIONS $31,191,017.45 $150,418.80 $31,341,436.25 0227 - MUSEUM MEMBERSHIP FUND $101,608.38 $460.74 $102,069.12 0242 - MUSEUM COLLECTIONS $677,852.74 $3,073.69 $680,926.43 0541 - WATER UTILITY $1,248,388.50 $5,660.76 $1,254,049.26 0551 - SEWER UTILITY $2,222,532.58 $2,222,532.58 0561 - STORMWATER UTILITY $585.74 $2.66 $588.40 0707 - TRUST FUNDS 80501 - CEMETERY TRUST $1,296,380.77 $7,494.98 $1,303,875.75 80502 - HARVEY C CLUTE TRUST $73.74 $0.33 $74.07 80503 - HEYMAN TRUST $39,226.79 $171.68 $39,398.47 80504 - ROBERT J HUME TRUST $1,453.11 $6.58 $1,459.69 80505 - AMBER H MAXWELL TRUST $8,113.03 $33.95 $8,146.98 80506 - JOHN FRANCIS ROBERTS TRUST $2,692.83 $12.19 $2,705.02 80507 - LOUISE SARAU TRUST $5,863.54 $26.54 $5,890.08 80601 - OACF OPLCIF HOXTEL $28,200.67 $368.69 $28,569.36 80605 - OACF OPLCIF ARCHER $2,895.36 $37.87 $2,933.23 80607 - OACF OPLCIF A GRUENWALD $4,355.64 $56.95 $4,412.59 80609 - OACF OPLCIF G HILTON $18,660.46 $243.97 $18,904.43 80612 - OACF OPLCIF E W KELSH $4,344.40 $56.81 $4,401.21 80613 - OACF OPLCIF G KENNY $15,330.85 $200.42 $15,531.27 80618 - OACF OPLCIF SCHUSTER BOOKS $269,345.95 $3,521.30 $272,867.25 80627 - OACF OPLCIF S ZELLMER $136,330.14 $1,782.30 $138,112.44 80628 - JOHN HICKS TRUST FUND $193,491.00 $815.12 $194,306.12 80629 - OACF DEVELOPMENT & SUPPORT $698,550.68 $10,137.47 $708,688.15 80630 - OACF FACILITY IMPROVEMENT $1,883,986.12 $24,630.26 $1,908,616.38 80631 - OACF PROGRAMMING SUPPORT $1,254,117.97 $16,395.71 $1,270,513.68 80632 - OACF TECHNOLOGY $1,271,128.81 $16,618.08 $1,287,746.89 80633 - OACF COLLECTION IMPROVEMENT FUND $1,243,960.25 $16,313.44 $1,260,273.69 80634 - OACF PRO SUPP FUND - MARY MALNAR $30,844.85 $403.26 $31,248.11 80635 - OACF TECH FUND - AV TRUST $40,062.17 $523.75 $40,585.92 80636 - OACF TECH FUND - JOHN NICHOLS $65,761.00 $859.72 $66,620.72 80637 - OACF OPLCIF-G JACKSON $2,606.72 $34.08 $2,640.80 80638 - OACF OPLCIF-W STEIGER $16,874.55 $220.61 $17,095.16 80640 - OACF RON METZ CENTENNIAL FUND $38,268.06 $482.74 $38,750.80 80642 - GEORGE HILTON LIBRARY & MUSEUM TRST $4,245.30 $4,245.30 80643 - GEORGE HILTON SPECIAL LIBRARY TRUST $991.20 $991.20 80644 - FRANK & ANNA ROJAHN TRUST $10,217.00 $13.46 $10,230.46 City of Oshkosh Cash and Investment Report For the Year Ended August 31, 2024 11 Beginning Balance Period Change Ending Balance City of Oshkosh Cash and Investment Report For the Year Ended August 31, 2024 80645 - MARGUERITE E ZELLMER TRUST $11,853.91 $0.41 $11,854.32 80646 - 0ACF CONVENTION CENTER MAINT FUND $331,547.30 $4,182.40 $335,729.70 80647 - OACF POLICE DEPT FUND $301,909.60 $3,808.54 $305,718.14 80650 - ABBEY S HARRIS TRUST $1,755.41 $1,755.41 80651 - OPL-CIF-RASMUSSEN $55,869.76 $730.40 $56,600.16 80652 - OPL-CIF-ROJAHN $4,704.04 $61.50 $4,765.54 80701 - ETHEL J BEHNCKE MUSEUM TRUST $161,476.60 $730.91 $162,207.51 80702 - WILLIAM E BRAY MUSEUM TRUST $11,825.16 $49.35 $11,874.51 80703 - FREDERICK S & MARION H DUROW TRUST $3,138,893.99 $24,070.07 $3,162,964.06 80704 - LONA & EDWARD G KITZ TRUST $97,544.05 $112.14 $97,656.19 80705 - RICHARD KITZ DIRECTORS TRUST $167,219.00 $756.91 $167,975.91 80706 - MUSEUM ENDOWMENT TRUST $458,015.41 $5,183.66 $463,199.07 80707 - R KITZ BEQUEST $247,268.32 $247,268.32 80801 - FISK-GALLUP TRUST $5,556.65 $25.15 $5,581.80 80802 - EMMA J GOULD TRUST $4,354.04 $19.71 $4,373.75 80803 - SOPHIE L HUHN TRUST $5,039.05 $22.81 $5,061.86 80804 - JULIA L STANHILBER LIB & PKS TRUST $768,056.77 $2,820.14 $770,876.91 80805 - JULIA L STANHILBER PARKS TRUST $1,431.64 $6.48 $1,438.12 INVESTMENTS-DEPRECIATION FUND 0541 - WATER UTILITY $161,699.45 $161,699.45 INVESTMENTS-REVENUE BOND RESERVE 0541 - WATER UTILITY $5,213,046.88 $39,427.83 $5,252,474.71 0551 - SEWER UTILITY $5,853,563.23 $42,591.90 $5,896,155.13 0561 - STORMWATER UTILITY $8,193,191.29 $59,482.84 $8,252,674.13 12 CASH ON HAND FOR THE MONTH ENDED AUGUST 31, 2024 13 SUB JEC T:SUB JEC T :Receipt & Filing of Minutes - Library Board, 08.29.24 D A TE :D A T E :October 08, 2024 A t t a chment sAttachments Library Board Minutes 08.29.24 Page 1 MINUTES OF THE LIBRARY BOARD Oshkosh Public Library August 29, 2024 The August 29, 2024, Oshkosh Public Library Board of Trustees meeting was held in the Oshkosh Public Library meeting room and called to order at 4:00 PM by President, Bill Bracken. Present: Bill Bracken, Kim Brown, Susan Fojtik, Tony Kneepkens, Larry Lautenschlager, Christine Melms-Simon, Lindsey Mugerauer, Barry Perlman and David Rucker. Absent: Amber Shemanski Also Present: Darryl Eschete, Library Director; Lisa Voss, Head of Library Development; Marcy Cannon, Winnefox Library System Business Manager; Tracie Schlaak, Winnefox Library System Administrative Specialist and Neal Matherne, Curator of Education at the Oshkosh Public Museum. Public Comments: None Consent Agenda Items • Minutes of the Special Meeting of August 2, 2024 • Vouchers Payable - $299,346.75 Motion to approve the consent agenda as presented. Motion: Perlman; Second: Lautenschlager; Vote: Unanimous New Business • Election of Library Board officers for 2024-2025: Library bylaws call for election of officers (President and Vice-President) at the July regular meeting each year, which was deferred to a special meeting as a quorum was lacking. No slate was prepared as a Nominating Committee was not appointed. Bill Bracken opened the floor for nominations. Lindsey Mugerauer nominated Bill Bracken for President. Baron Perlman nominated Lindsey Mugerauer for Vice-President. Bill Bracken called for nominations from the floor three times. There being no further nominations, a motion to nominate and elect Bill Bracken as President of the board and Lindsey Mugerauer as Vice-Present of the board for 2024/2025. Motion: Perlman; Second: Rucker; Vote: Unanimous Bill Bracken and Lindsey Mugerauer accepted their respective positions. Kim Brown arrived at this time. • Creation of full-time janitor/custodian position Consider approval of the creation of a Library Custodian position to give the library administration greater control of the expenses related to cleaning the building and the outcomes of the work related thereto. Motion to approve the position description of a Library Custodian position and re-purposing of the preventive maintenance contractual services budget for creation of custodian position. Motion: Perlman; Second: Rucker; Vote: Unanimous. Page 2 • Reconsideration of reimbursed moving expenses for library director. As per the stated agenda request of Board Trustee Perlman at the June 27, 2024 regular meeting of the library board, consider the relocation expense reimbursement for library director. Motion to Table Reconsideration of library director reimbursed moving expenses until the September 2024 board meeting to provide time for the director to put together a list of actual moving costs. Motion to Table: Melms-Simon; Second: Brown; Vote: Unanimous • Endowment Fund Requests Round 5: Consider approving $2,000 from the Library Development endowment funds for a purchase of branded promotional items for staff, Board and stakeholders to support re-branding. Motion to approve use of $2,000.00 of the Library Development Endowment fund for purchase of promotional items. Motion: Perlman; Second: Lautenschlager; Vote: Unanimous. Trustee Reports and Comments Future Agenda Items • Progress on establishing a Friends of the Library Group • 2025 budget information • Director’s moving expense reimbursement. Closed Session Motion to enter closed session at 5:10 PM pursuant to Section 19.85(1)(c) of the Wisconsin Statutes to conduct an evaluation of the performance of the Library director. Motion: Perlman; Second: Fojtik; Roll Call Vote: Motion passed 9 – 0. Aye: Bracken, Brown, Fojtik, Kneepkens, Lautenschlager, Melms-Simon, Mugerauer, Perlman and Rucker. Nay: none. Motion Carried. Motion to resume meeting in open session at 5:50 PM. Motion: Perlman; Second: Lautenschlager; Vote: Unanimous Adjournment Motion to adjourn at 5:51 PM Motion: Perlman; Second: Brown; Vote: Unanimous Respectfully, Darryl Eschete, Secretary Tracie Schlaak – Recorder SUB JEC T:SUB JEC T :Disallowance of Claim - John Parker D A TE :D A T E :October 08, 2024 A t t a chment sAttachments Res 24-533 Statewide Services 10/8/2024 24-533 RESOLUTION CARRIED 6-0 PURPOSE: DISSALLOWANCE OF CLAIM INITIATED BY : LEGAL DEPARTMENT WHEREAS, the following claim has been referred to the City's insurance carrier, which has recommended disallowance. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that the proper City officials are hereby authorized and directed to disallow the following claim against the City of Oshkosh: Name - Parker Date of Loss - 08/30/2024 BE IT FURTHER RESOLVED that the City Clerk is hereby directed to inform the claimant by certified mail of the disallowance and the fact that the claimant has six months from the date of service to appeal. BE IT FURTHER RESOLVED that the City Clerk is directed to send a copy of this resolution and notice of disallowance to the appropriate insurance carrier for the City of Oshkosh. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Kelly Nieforth, Director of Community Development D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-534 Approve Annexation Agreement with Christine A. Kromm for Property in the Town of Oshkosh (4434 Island View Drive) B A C KGRO UN DBACKGROUND Christine A. Kromm, 4434 Island View Drive, in the Town of Oshkosh, has petitioned to annex her property into the City. Ms. Kromm's private well has failed resulting in loss of her water supply to her home. Following annexation statute, the earliest date an annexation can be completed is on December 10, 2024. Since the annexation process involves Plan Commission review and Common Council action, it will most likely take well over two months. The City has offered Ms. Kromm this Annexation Agreement to connect to the City water supply before her property is officially annexed. To ensure the annexation of her property, Ms. Kromm has agreed to enter into this agreement to follow through with her annexation petition until her property is annexed into the City. A N A L Y SI SANALYSIS This Annexation Agreement serves as protection for the City to ensure the annexation of Ms. Kromm's property will occur in the future. Ms. Kromm has already initiated the Annexation Process and is scheduled for the November 19, 2024 Plan Commission meeting. This agreement will allow Ms. Kromm to connect to the City's water supply prior to completion of the annexation process as Ms. Kromm's need for water is immediate. The City constructed water main in the Island View Drive right-of-way was installed in 1997 so access is readily available. The early connection allowance is based on Ms. Kromm committing to complete the annexation process. Ms. Kromm's home is connected to public sanitary sewer owned by the Island View Sanitary District. Ms. Kromm will be responsible for all costs associated with connecting to the City's water main including but not limited to City connection charges and private contractor charges. FI SC A L I M P A CTFISCAL I M P A C T There is no fiscal impact anticipated. REC O M M E N D A TI ONRECOMMENDATION The City Council approves the Annexation Agreement with Christine Kromm for Utility Connection at 4434 Island View Drive. A t t a chment sAttachments Res 24-534 Annexation Agreement - 4434 Island View Drive 10/8/2024 24-534 RESOLUTION CARRIED 6-0 PURPOSE: APPROVE ANNEXATION AGREEMENT WITH CHRISTINE A. KROMM FOR PROPERTY IN THE TOWN OF OSHKOSH INITIATED BY : COMMUNITY DEVELOPMENT WHEREAS, an Annexation Agreement must be approved by City Council to allow Christine A. Kromm at 4434 Island View Drive to connect to the City’s water system due to her private well failure. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that the attached Annexation Agreement with Christine A. Kromm regarding the future annexation of property comprising 0.33 acres in the Town of Oshkosh, is hereby approved and the proper City officials are hereby authorized to execute and deliver the agreement in substantially the same form as attached hereto, any changes in the execution copy being deemed approved by their respective signatures, and City officials are authorized and directed to take those steps necessary to implement the terms and conditions of the Agreement. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Dean Smith, Police Chief D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-535 Authorize Application for Bureau of Justice Assistance Fiscal Year 24 Edward Byrne Memorial Justice Assistance Grant (JAG) Program B A C KGRO UN DBACKGROUND The Oshkosh Police Department has been notified that it is eligible to receive a federal grant through the Bureau of Justice Assistance: Edward Byrne Memorial Justice Assistance Grant (JAG) program. Program guidelines require that the application be available for review by the governing body of the unit of local government prior to submitting the application to the Bureau of Justice Assistance. Grant fund eligibility to local governments and allocation amounts are determined by a formula based on the share of total violent crime reported within the state and the City of Oshkosh, as indicated in the annual Uniform Crime Report (UCR) that we are required to submit monthly. The grant can be used to purchase equipment or fund programs needed to support public safety services and operations. The JAG grant application deadline is October 22, 2024. The eligible allocation to the Oshkosh Police Department under the 2024 Edward Byrne Memorial JAG Grant is $19,691. The Oshkosh Police Department is the only eligible law enforcement agency in Winnebago County to receive the grant, which creates a disparate allocation of funds requiring a Memorandum of Understanding (MOU) to be signed with Winnebago County officials indicating how the grant will be utilized. However, because both agencies have operational needs, this grant shall be shared with the Winnebago County Sheriff's Office. The Oshkosh Police Department will serve as the fiscal agent for this grant. A N A L Y SI SANALYSIS The Oshkosh Police Department consistently assesses the equipment issued to its officers. Assessments involve identifying when the recommended lifespan of safety equipment has expired. Patrol officers utilize ballistic helmets to protect them in high-risk situations that could pose a threat to their safety. Some helmets currently issued to officers have reached the end of its lifespan of five years. The department must also replace expired gas canisters supplied to officers. It is essential that helmets and gas canisters are replaced timely to instill confidence in the equipment provided to officers, enabling officers to effectively manage high-risk situations. Additionally, the department is also looking to purchase investigative equipment to aid in drug crime investigations. A Memorandum of Understanding has been established with the Winnebago County Sheriff's Office, requesting funds to purchase equipment that they have identified as a need for their agency. FI SC A L I M P A CTFISCAL I M P A C T There will be no impact to the Oshkosh Police Department operating budget. If the grant application is awarded, grant funds will be accepted into A/N# 02150211-4626-02173 and purchases will be charged to A/N# 02150211-6529-02173 and 02150211-6550-02173. REC O M M E N D A TI ONRECOMMENDATION If approved, the department intends to apply for the grant as allocated and purchase the equipment indicated in this memo within the established grant timelines. A t t a chment sAttachments Res 24-535 10/08/2024 24-535 RESOLUTION CARRIED 6-0 PURPOSE: APPROVE THE APPLICATION FOR BUREAU OF JUSTICE ASSISTANCE (BJA) FISCAL YEAR 2024 EDWARD BYRNE MEMORIAL JUSTICE ASSISTANCE GRANT (JAG) FOR THE OSHKOSH POLICE DEPARTMENT IN THE AMOUNT OF $19,691 INITIATED BY : Oshkosh Police Department WHEREAS, the City of Oshkosh has been notified that it is eligible to apply for a grant through the US Department of Justice (DOJ): Office of Justice Programs; Bureau of Justice Assistance; and WHEREAS, the Oshkosh Police Department is currently working on a project to replace protective equipment for police officers and purchase investigative equipment for the Vice and Narcotics unit. The funding from this grant will allow the department to replace protective equipment and purchase the investigative equipment for the department. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that the proper City Officials are hereby authorized and approve an application for a grant with the BJA FY24 Edward Byrne Memorial Justice Assistance Grant (JAG) for $19,691,to purchase equipment for the Oshkosh Police Department. BE IT FURTHER RESOLVED that the proper City officials are hereby authorized and directed to execute any and all documents required by the US Department of Justice (DOJ): Office of Justice Programs; Bureau of Justice Assistance for the purposes of same, and are further authorized and directed, if said grant is awarded, to accept such funds pursuant to the terms of the grant application and to expend such funds for purposes of purchasing needed equipment in accordance with the grant application and award. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jon Urben, General Services Manager D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-536 Approve Purchase from TelVue Corporation for Master Control Equipment for Oshkosh Media ($71,238.63) B A C KGRO UN DBACKGROUND The master control equipment in Oshkosh Media (OM) was originally procured in 2018 through an RFP that solicited firms to design and install this equipment. The master control equipment is located within the OM facility in City Hall and is used to program and distribute the signals of Gov TV and Life TV to cable providers, the OM live web stream, OM's over-the-top (OTT) apps (Roku, Amazon Fire TV, Apple TV) and digital signage displays for Gov TV, Life TV and the City Hall first-floor lobby monitors. At their April 10, 2018 meeting, the Common Council awarded the original RFP to TelVue Corporation. With this award, the TelVue proprietary equipment, systems and software became the standardized system for OM master control. Staff have been very pleased with the TelVue line, specifically the efficiencies it creates with scheduling OM channels and the flexibility it provides for distributing live coverage on all these platforms. The 2025 CIP allocated $75,000 for the planned replacement of this equipment. However, at their September 10, 2024, meeting, the Common Council approved a budget amendment to appropriate ARPA funds for 2024 infrastructure projects, including the replacement of this master control equipment for $75,000. Given TelVue's proprietary software for content management and scheduling is now standardized throughout the OM master control, Purchasing confirmed this purchase qualifies as an exception to our purchasing ordinance under Section 12-11 of the Municipal Code. A N A L Y SI SANALYSIS Purchasing solicited a proposal from TelVue for replacement of master control equipment and components. Staff review of TelVue's pricing concluded the proposal covered all necessary master control equipment, including the playback server, digital signage players, encoders to deliver the OM signals to the web and OTT apps and any network components needed to facilitate OM programming. FI SC A L I M P A CTFISCAL I M P A C T The Common Council approved a budget amendment to appropriate ARPA funds of $75,000 for this project. TelVue's proposal for this project is $71,238.63. OM staff will use the remaining funds for this project to purchase various other components necessary to complete the replacement. This purchase will be charged to A/N#: 02240150 7204 15457 (Machinery & Equipment - ARPA - Media Master Control Equipment Replacement). REC O M M E N D A TI ONRECOMMENDATION Section 12-11 of the Municipal Code provides that, subject to approval of the City Manager, purchases may be made without following a formal competitive bidding process when the purchase is from only one source of supply or when standardization or compatibility is the overriding consideration. Based on staff review, and in accordance with Section 12-11 of the Municipal Code and with approval by the City Manager, Purchasing recommends the Common Council approve the master control equipment proposal from TelVue Corporation, 16000 Horizon Way, Suite 100, Mt. Laurel, NJ 08054 for $71,238.63. If there are any questions about this purchase, please contact me or OM Operations Coordinator Jake Timm. A t t a chment sAttachments Res 24-536 10/08/2024 24-536 RESOLUTION CARRIED 6-0 PURPOSE: APPROVE PURCHASE FROM TELVUE CORPORATION FOR MASTER CONTROL EQUIPMENT FOR OSHKOSH MEDIA ($71,238.63) INITIATED BY : PURCHASING DEPARTMENT WHEREAS, Common Council approved a budget amendment to appropriate ARPA funds for 2024 infrastructure projects, including the replacement of Oshkosh Media’s master control equipment for $75,000 at their September 10, 2024 meeting; and WHEREAS, section 12-11 of the City’s Municipal Code allows for waiver of formal bidding processes when the purchase is from only one source of supply or when standardization or compatibility is the overriding consideration. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that the proper City officials are hereby authorized and directed pursuant to Section 12-11 of the Oshkosh Municipal Code to purchase the necessary master control equipment from: TELVUE CORPORATION 16000 Horizon Way, Suite 100 Mt. Laurel, NJ 08054 Total: $71,238.63 BE IT FURTHER RESOLVED that the proper City officials are hereby authorized and directed to enter into an appropriate agreement for the purpose of same. Money for this purpose is hereby appropriated from: Acct. No. 02240150 7204 15457 ARPA – Media Services Machinery & Equipment ARPA – Media Master Cont Equip Replace TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jon Urben, General Services Manager D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-537 Award Bid to Olson Trailer & Body LLC for Two Stainless-Steel Dump Bodies, Hoists and Hydraulics for the Parks Department ($64,381.00) B A C KGRO UN DBACKGROUND The 2024 CIP allocated a total of $184,000.00 for the Parks Department for two dump truck chassis to be installed with stainless steel dump bodies, hoists and hydraulics. The first dump truck will replace an E150 Ford Econoline van (Unit 409) at Riverside Cemetery and will be more efficient and effective for cemetery duties. The second dump truck will replace dump truck Unit 412 and will be used for snow removal and equipment/material handling for Parks and Landscape Operations. At their August 14, 2024, meeting, the Common Council awarded a cooperative purchase to Ewald Hartford Ford for the two dump truck chassis for $110,534.50. The purpose of this memo is to award the bid for the stainless-steel dump bodies, hoists and hydraulics to be installed on the truck chassis. A N A L Y SI SANALYSIS Working with the Public Works Mechanics Manager and Parks staff, Purchasing prepared bid specifications for the two stainless steel dump bodies, hoists and hydraulics to be installed on the two dump truck chassis. The bid was posted on DemandStar. Bids were due September 23, 2024. The bid tab is attached. Based on the bid review, it was the consensus of staff that the low bid received met the minimum bid requirements. FI SC A L I M P A CTFISCAL I M P A C T The 2024 CIP allocated a total of $184,000.00 to purchase both dump truck chassis with stainless steel dump bodies, hoists and hydraulics installed. Both truck chassis were purchased via prior for a total of $110,534.50, leaving a balance of $73,465.50. The total fiscal impact for two stainless steel dump bodies, hoists and hydraulics is $64,381.00. This purchase will be charged between two accounts with the Cemetery dump body bid of $27,403.00 to be assigned to A/N# 0224 0650 7210 15431 (Motor Vehicles ARPA Loss Revenue/CIP 2024) and the Parks dump body bid of $36,978.00 to be assigned to A/N# 0224 0610 7210 15431 (Motor Vehicles ARPA Loss Revenue/CIP 2024). REC O M M E N D A TI ONRECOMMENDATION Purchasing recommends the Common Council award this bid to Olson Trailer & Body LLC for $64,381.00. A t t a chment sAttachments Res 24-537 Bid Tab Two Stainless Steel Dump Bodies 10/08/2024 24-537 RESOLUTION CARRIED 6-0 PURPOSE: AWARD BID TO OLSON TRAILER & BODY LLC FOR TWO STAINLESS-STEEL DUMP BODIES, HOISTS AND HYDRAULICS FOR THE PARKS DEPARTMENT ($64,381.00) INITIATED BY : PURCHASING DEPARTMENT WHEREAS, the City of Oshkosh has heretofore advertised for bids for two Stainless-Steel Dump Bodies, Hoists and Hydraulics for the Parks Department; and WHEREAS, upon the opening and tabulation of bids, it appears that the following is the most advantageous bid: OLSON TRAILER & BODY LLC 2485 Hutson Rd Green Bay, WI 54303 Total Bid: $64,381.00 NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that the said bid is hereby accepted and the proper City officials are hereby authorized and directed to enter into an appropriate agreement for the purpose of the same, all according to plans, specifications, and bid on file. Money for this purpose is hereby appropriated from: Acct. Nos. 0224 0650 7210 15431 Motor Vehicles ARPA Loss Revenue/CIP 2024 0224 0610 7210 15431 Motor Vehicles ARPA Loss Revenue/CIP 2024 BID TAB QTY TWO (2) STAINLESS STEEL DUMP BODY INSTALLED CITY OF OSHKOSH PARKS AND CEMETERY BIDS DUE SEPTEMBER 23, 2024 BIDDER QTY 2 SS DUMP BODY HOISTS AND HYDRAULICS INSTALLED TERMS ARO Casper’s Truck Equipment 700 Randolph Dr Appleton WI 54913 Henderson Mark III $88,229.00 Net 30 Days 180 Days ARO Olson Trailer & Body LLC 2485 Hutson Rd Green Bay WI 54303 Duraclass MABSDTB-316 $64,381.00 Net 30 Days 90 Days ARO TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Kathy Snell, Special Events Coordinator D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-538 Approve Block Party Request - Jacqueline Torres Gladney to Utilize Wright Street for a Neighborhood Block Party, October 29, 2024 A t t a chment sAttachments Res 24-538 Torres Gladney Block Party attachment 10/08/2024 24-538 RESOLUTION CARRIED 6-0 PURPOSE: APPROVE BLOCK PARTY - JACQUELINE TORRES GLADNEY TO UTILIZE WRIGHT STREET FOR A NEIGHBORHOOD BLOCK PARTY, OCTOBER 19, 2024 INITIATED BY : CITY ADMINISTRATION NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that approval is granted to Jacqueline Torres Gladney to utilize Wright Street between W. Irving Ave. and Lincoln Ave. for a neighborhood block party on Satruday, October 29, 2024, from 1:00 p.m. to 6:00 p.m..in accordance with the municipal code and the attached application, with the following exceptions/conditions: A. B. C. BE IT FURTHER RESOLVED that as a condition of approval, the Event Organizer shall pay the City's actual costs of extraordinary services. Approval of this request shall not be interpreted as approval to conduct the block party during any period of emergency order or declaration prohibiting such an event. Approval of this block party shall not be interpreted to supersede any emergency order or declaration applicable to such block parties and all block parties shall remain subject to all applicable ordinances, orders, declarations, and requirements for public gatherings. Cost Estimates for Extraordinary Services None TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Cheryl Pionke, Deputy Clerk D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-539 Approve Special Class "B" Licenses A t t a chment sAttachments Res 24-539 10/08/2024 24-539 RESOLUTION CARRIED 6-0 PURPOSE: APPROVE SPECIAL CLASS “B” LICENSES INITIATED BY : Clerk Office WHEREAS, an application and all required documentation for a license has been submitted, fees deposited, and all reviews required by city ordinance have been completed; and NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that the following licenses be granted subject to satisfaction of such conditions; and subject to the fulfillment of any further conditions imposed by State Statute for issuance of such license: ORGANIZATION, EVENT NAME, DATE, TIME, LOCATION, and PERSON IN CHARGE: Downtown Oshkosh (BID) Event Name: Spooky StrollOctober 19, 20242:00pm to 6:00pm Location: 100 N Main St, Oshkosh, WI 54901 Person in Charge: Jessica Meidl Masonic Building Association Event Name: ACW Wrestling October 11, 2024 5:00pm to 11:00pm Location: 204 Washington Ave, Oshkosh, WI 54901 Person in Charge: Mark Rutkowski Masonic Building Association Event Name: A Helping of Hope Charity November 9, 2024 5:00pm to 11:00pm Location: 204 Washington Ave, Oshkosh, WI 54901 Person in Charge: Mark Rutkowski Masonic Building Association Event Name: ACW Wrestling December 11, 2024 5:00pm to 11:00pm Location: 204 Washington Ave, Oshkosh, WI 54901 Person in Charge: Mark Rutkowski Oshkosh Freemasons Event Name: SESO- NYE, 2 Day Music Concert December 27, 2024 December 28, 2024 6:00pm to 2:00am Location: 204 Washington Ave, Oshkosh, WI 54901 Person in Charge: Jordan Wilcox TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jim Collins, Director of Transportation D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Ord 24-540 Amend Sections 27A-8 and 27A-10 of the Municipal Code to Designate W. 12th Avenue as a Through Street at the Intersection of W. 12th Avenue and Minnesota Street (Transportation Committee Recommends Approval) B A C KGRO UN DBACKGROUND As the result of recent traffic crashes, numerous residents have requested this intersection be converted from yield to stop controlled on Minnesota Street at W. 12th Avenue. A N A L Y SI SANALYSIS Recent crash reports reveal that there have been 3 crashes at this intersection this year. All 3 crashes were the result of failing to yield. There is also a building right up to the right of way line, which impedes the view of oncoming traffic. For these reasons, a stop-controlled intersection is warranted. FI SC A L I M P A CTFISCAL I M P A C T The fiscal impact of these ordinances is the cost of signage. The signage cost would come out of the Sign Department operational budget. REC O M M E N D A TI ONRECOMMENDATION I recommend that the Common Council approve these modifications to Section 27A-10 Yield Right of Way Intersection Designated and Section 27A-8 Through Street Designated of the Municipal Code. A t t a chment sAttachments Ord 24-540 10/8/2024 24-540 ORDINANCE SECOND READING 9/24/2024 24-520 ORDINANCE FIRST READING CARRIED 6-0 PURPOSE: AMEND SECTIONS 27A-8 AND 27A-10 OF THE MUNICIPAL CODE TO DESIGNATE W. 12TH AVENUE AS A THROUGH STREET AT THE INTERSECTION OF W. 12TH AVENUE AND MINNESOTA STREET (TRANSPORTATION COMMITTEE RECOMMENDS APPROVAL) INITIATED BY : TRANSPORTATION DEPARTMENT RECOMMENDATION: TRANSPORTATION COMMITTEE - APPROVED A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-10 YIELD RIGHT OF WAY AND 27A-8 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO THROUGH STREET DESIGNATION WHEREAS, the Transportation Department recommends approval to convert intersection of Minnesota Street and W. 12th Avenue from yield-controlled to stop-controlled. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of Oshkosh as follows: SECTION 1. That Sections 27A-10 and 27A-8 pertaining to yield right of way and through street designated of the Oshkosh Municipal Code are hereby amended as follows: A-10 YIELD RIGHT OF WAY Delete Therefrom: Minnesota Street at its intersection with W 12th Avenue as Yield Controlled A-8 THROUGH STREET DESIGNATED Add Thereto: W 12th Avenue at its intersection with Minnesota Street designated as through street. SECTION 2. This ordinance shall be in full force and effect from and after its passage, publication and placement of the appropriate signage. SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted ordinance #24-540 on October 8th, 2024 CONVERTING INTERSECTION FROM YIELD-CONTROLLED TO STOP-CONTROLLED. (A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-10 YIELD RIGHT OF WAY AND 27A-8 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO THROUGH STREET DESIGNATION). The ordinance will amend intersection of Minnesota Street and W. 12th Avenue to designate W 12th Avenue as a through street with Minnesota Street traffic stopping at the intersection. The full text of the ordinance may be obtained at the Office of the City Clerk, 215 Church Avenue and through the City’s website at www.oshkoshwi.gov Clerk’s phone: 920/236-5011. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jim Collins, Director of Transportation D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Ord 24-541 Amend Section 27A-11 of the Municipal Code to Remove a Bus Loading Zone on Hazel Street and a Handicap Parking Area on Melvin Avenue Due to Relocation of the School Facilities in and Around the New Menominee Elementary School Site (Transportation Committee Recommends Approval) B A C KGRO UN DBACKGROUND With the completion of the new Menominee School, two changes are requested based on the new layout. The bus loading zone on Hazel Street is no longer needed, as the buses load on Melvin Avenue. Additionally, the handicap parking area on Melvin Avenue is no longer needed as that function is accommodated in the parking lot. The Transportation Committee recommends approval (5-0). A N A L Y SI SANALYSIS These requests were made by the Oshkosh Area School District Facilities Manager and make sense with the traffic flow of the new school. FI SC A L I M P A CTFISCAL I M P A C T The fiscal impact of these ordinances is the cost of signage. The signage cost would come out of the Sign Department operational budget. REC O M M E N D A TI ONRECOMMENDATION I recommend that the Common Council approve these modifications to Section 27A-5 (Loading Zones) of the Municipal Code pertaining to loading zones. A t t a chment sAttachments Ord 24-541 10/8/2024 24-541 ORDINANCE SECOND READING 9/24/2024 24-521 ORDINANCE FIRST READING CARRIED 6-0 PURPOSE: AMEND SECTION 27A-11 OF THE MUNICIPAL CODE TO REMOVE A BUS LOADING ZONE ON HAZEL STREET AND A HANDICAP PARKING AREA ON MELVIN AVENUE DUE TO RELOCATION OF THE SCHOOL FACILITIES IN AND AROUND THE NEW MENOMINEE ELEMENTARY SCHOOL SITE (TRANSPORTATION COMMITTEE RECOMMENDS APPROVAL) INITIATED BY : TRANSPORTATION DEPARTMENT RECOMMENDATION: TRANSPORTATION COMMITTEE - APPROVED A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-11 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS WHEREAS, the Transportation Committee recommends approval to amend loading zone and parking regulations around the Menominee Elementary School. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of Oshkosh as follows: SECTION 1. That Section 27A-11 of the Oshkosh Municipal Code pertaining to parking regulations on designated streets and alleys is hereby amended as follows: A-11 UPDATE PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS: Melvin Avenue Delete Therefrom: Handicapped parking, south side, from 65 feet west of Hazel Street to Hazel Street. Delete Therefrom: No parking, stopping, standing, waiting – bus loading zone, south side, from 65 feet west of Hazel Street to 20 feet east of Oak Street. Add Thereto: No parking, stopping, standing, waiting – bus loading zone, south side, from Hazel Street to 20 feet east of Oak Street. Hazel Street Delete Therefrom: No parking, stopping standing, waiting – bus loading zone between 7:00 a.m. and 4:00 p.m. on school days, west side, from 296 feet south of Melvin Avenue to Siewart Trail. Delete Therefrom: Loading zone, west side, from 60 feet south of Melvin Avenue to 296 feet south of Melvin Avenue between 7:00 a.m. and 4:00 p.m. on school days. Add Thereto: Loading zone, west side, from 60 feet south of Melvin to Siewert Trail between 7:00 a.m. and 4:00 p.m. SECTION 2. This ordinance shall be in full force and effect from and after its passage, publication and SECTION 2. This ordinance shall be in full force and effect from and after its passage, publication and placement of the appropriate signage. SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted ordinance #24-541 on October 8, 2024 AMEND LOADING ZONE AND PARKING REGULATIONS AROUND THE MENOMINEE ELEMENTARY SCHOOL. (A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-11 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS). This ordinance replaces the handicapped parking area on Melvin Avenue with an extended bus loading zone and removes the bus loading zone on Hazel Street replacing it with an extended loading zone. The full text of the ordinance may be obtained at the Office of the City Clerk, 215 Church Avenue and through the City’s website at www.oshkoshwi.gov Clerk’s phone: 920/236-5011. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jim Collins, Director of Transportation D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Ord 24-542 Amend Section 27A-11 of the Municipal Code to Change No Parking Restriction on Algoma Blvd in Front of University of Wisconsin Oshkosh Albee Hall from No Parking to 60- Minute Parking (Transportation Committee Recommends Approval) B A C KGRO UN DBACKGROUND This no-parking area is no longer needed due to the recent bus route changes implemented on 8/1/24. UWO requested it to be changed to 60-minute parking instead. A N A L Y SI SANALYSIS The recommended change removes no parking that is no longer needed and adds 60-minute parking. B OA RD /COM M I SSI ON I N FORM A TI O NBOARD/C O M M I SSI O N I N FO RM A TI O N The Transportation Committee recommends approval after roll-call vote (5-0) at their September 10, 2024, meeting. FI SC A L I M P A CTFISCAL I M P A C T The fiscal impact of these ordinances is the cost of signage. The signage cost would come out of the Sign Department operational budget. REC O M M E N D A TI ONRECOMMENDATION I recommend that the Common Council approve these modifications to Section 27A-11 of the Municipal Code pertaining to parking regulations on designated streets and alleys. A t t a chment sAttachments Ord 24-542 10/8/2024 24-542 ORDINANCE SECOND READING 9/24/2024 24-522 ORDINANCE FIRST READING CARRIED 6-0 PURPOSE: AMEND SECTION 27A-11 OF THE MUNICIPAL CODE TO CHANGE NO PARKING RESTRICTION ON ALGOMA BLVD IN FRONT OF UNIVERSITY OF WISCONSIN OSHKOSH ALBEE HALL FROM NO PARKING TO 60- MINUTE PARKING (TRANSPORTATION COMMITTEE RECOMMENDS APPROVAL) INITIATED BY : TRANSPORTATION DEPARTMENT RECOMMENDATION: TRANSPORTATION COMMITTEE - APPROVED A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-11 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS WHEREAS, the Transportation Committee recommends approval to amend parking on Algoma Blvd. in front of Albee Hall from No Parking to 60-minute parking. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of Oshkosh as follows: SECTION 1. That Section 27A-11 of the Oshkosh Municipal Code pertaining to parking regulations on designated streets and alleys is hereby amended as follows: A-11 UPDATE PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS: Algoma Blvd. Delete Therefrom: Remove no parking designation in front of Albee Hall. Add Thereto: Replace with 60-minute parking designation SECTION 2. This ordinance shall be in full force and effect from and after its passage, publication and placement of the appropriate signage. SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted ordinance #24-542 on October 8, 2024 ADD UPDATING PARKING REGULATIONS ON ALGOMA BOULEVARD. (A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-11 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS). The ordinance will amend parking on Algoma Blvd. in front of Albee Hall from No Parking to 60-minute parking. The full text of the ordinance may be obtained at the Office of the City Clerk, 215 Church Avenue and through the City’s website at www.oshkoshwi.gov Clerk’s phone: 920/236-5011. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jim Collins, Director of Transportation D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Ord 24-543 Amend Section 27A-11 of the Municipal Code Update Parking Regulations on Nebraska Street and 10th Avenue Adjacent to Grace Lutheran Church and School (Transportation Committee Recommends Approval) B A C KGRO UN DBACKGROUND Convert the 10-minute parking on Nebraska, west side, from 140 feet north of 10th Avenue on school days (7:00am-3:00pm) to 4-hour parking. Convert the no parking on 10th Avenue, north side, to 30-minute parking from 7:00am-4:00pm on school days. These changes are proposed following input and discussions with Grace Lutheran Church and School, and will better meet their operational needs without a negative impact on the surrounding neighborhood. A N A L Y SI SANALYSIS The recommended change will convert 10-minute parking on Nebraska, west side, to 4-hour parking during school hours, and also convert the no parking on 10th Avenue, north side, to 30 minute parking during school hours. B OA RD /COM M I SSI ON I N FORM A TI O NBOARD/C O M M I SSI O N I N FO RM A TI O N The Transportation Committee recommends approval after a roll-call vote (5-0) at the September 10, 2024, meeting. FI SC A L I M P A CTFISCAL I M P A C T The fiscal impact of these ordinances is the cost of signage. The signage cost would come out of the Sign Department operational budget. REC O M M E N D A TI ONRECOMMENDATION I recommond that the Common Council approve these modifications to Section 27A-11 of the Municipal Code pertaining to parking regulations on designated streets and alleys. A t t a chment sAttachments Ord 24-543 10/8/2024 24-543 ORDINANCE SECOND READING 9/24/2024 24-523 ORDINANCE FIRST READING CARRIED 6-0 PURPOSE: AMEND SECTION 27A-11 OF THE MUNICIPAL CODE UPDATE PARKING REGULATIONS ON NEBRASKA STREET AND 10TH AVENUE ADJACENT TO GRACE LUTHERAN CHURCH AND SCHOOL (TRANSPORTATION COMMITTEE RECOMMENDS APPROVAL) INITIATED BY : TRANSPORTATION DEPARTMENT RECOMMENDATION: TRANSPORTATION COMMITTEE - APPROVED A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-11 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS WHEREAS, the Transportation Committee recommends approval to amend parking regulations surrounding Grace Lutheran School on Nebraska Street and 10th Avenue. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of Oshkosh as follows: SECTION 1. That Section 27A-11 of the Oshkosh Municipal Code pertaining to parking regulations on designated streets and alleys is hereby amended as follows: A-11 UPDATE PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS: Nebraska Delete Therefrom: 10-minute parking west side, from 140’ north of 10th Avenue to 9th Avenue on school days between 7:00 a.m. and 3:00 p.m. Add Thereto: 4-hour parking, west side from 140 feet north of 10th Avenue to 9th Avenue on school days between 7:00 a.m. and 4:00 p.m. 10th Avenue Delete Therefrom: No parking, north side, adjacent to Grace Lutheran School between 7:00 a.m. and 4:00 p.m. on school days. Add Thereto: 30-minute parking north side, adjacent to Grace Lutheran School between 7:00 a.m. and 4:00 p.m. on school days. SECTION 2. This ordinance shall be in full force and effect from and after its passage, publication and placement of the appropriate signage. SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted ordinance #24-543 on SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted ordinance #24-543 on October 8, 2024 ADD UPDATING PARKING REGULATIONS ON NEBRASKA STREET AND 10TH AVENUE. (A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING SECTION 27A-11 OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS ON DESIGNATED STREETS AND ALLEYS). The ordinance will amend the parking regulations surrounding Grace Lutheran School on Nebraska Street and 10th Avenue. The full text of the ordinance may be obtained at the Office of the City Clerk, 215 Church Ave and through the website at www.oshkoshwi.gov Phone: 920/236-5011. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Jim Collins, Director of Transportation D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Ord 24-544 Adopt Parking Lot Maps and Associated Regulations within Appendix 27B of the Municipal Code for the Rec Department, Grand South and 200 West Parking Lots (Transportation Committee Recommends Approval) B A C KGRO UN DBACKGROUND As parking enforcement increased, the demand for permit stalls in the Grand South and 200 West parking lots has increased. Additionally, the need for some 2-hour stalls in the Rec Department parking lot has arisen. A N A L Y SI SANALYSIS Based on the usage of these lots, reallocating some of the parking stalls should accomodate the additional demand. B OA RD /COM M I SSI ON I N FORM A TI O NBOARD/C O M M I SSI O N I N FO RM A TI O N The Transportation Committee recommends approval after roll-call vote (5-0) at the September 10, 2024 meeting. FI SC A L I M P A CTFISCAL I M P A C T The fiscal impact of this ordinance is the cost of signage. The signage cost would come out of the Sign Department operational budget. REC O M M E N D A TI ONRECOMMENDATION I recommend that the Common Council approve these modifications to Section 27B of the Municipal Code pertaining to the parking lot regulations in the Recreation Department, Grand South, and 200 West parking lots. A t t a chment sAttachments Ord 24-544 Map_Rec Department Lot Map_Grand South Lot Map_200 West Lot 10/8/2024 24-544 ORDINANCE SECOND READING 9/24/2024 24-524 ORDINANCE FIRST READING CARRIED 6-0 PURPOSE: AMEND PARKING LOT MAPS AND ASSOCIATED REGULATIONS WITHIN APPENDIX 27B OF THE MUNICIPAL CODE FOR THE REC DEPARTMENT, GRAND SOUTH AND 200 WEST PARKING LOTS (TRANSPORTATION COMMITTEE RECOMMENDS APPROVAL) INITIATED BY : TRANSPORTATION DEPARTMENT RECOMMENDATION: TRANSPORTATION COMMITTEE - APPROVED A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING APPENDIX 27B OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS WITHIN CITY OWNED PARKING LOTS IN RELATION TO THE RECREATION DEPARTMENT, GRAND SOUTH, AND 200 WEST PARKING LOTS WHEREAS, the demand for permit parking and short-term stalls within certain city parking lots has increased and it is necessary to adopt updated parking maps in Chapter 27 Appendix B to establish parking regulations and designate parking stalls; and NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of Oshkosh as follows: SECTION 1. The maps for the Recreation Department, Grand South and 200 West Parking Lots within Appendix 27B of the City of Oshkosh Municipal Code are hereby repealed and recreated as attached. SECTION 2. This ordinance shall be in full force and effect from and after its passage, publication and placement of the appropriate signage. SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted ordinance #24-544 on October 8, 2024 ADOPT PARKING LOT MAPS & ASSOCIATED REGULATIONS IN THE RECREATION DEPARTMENT, GRAND SOUTH, AND 200 WEST PARKING LOTS (A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING APPENDIX 27B OF THE OSHKOSH MUNICIPAL CODE PERTAINING TO PARKING REGULATIONS WITHIN CITY OWNED PARKING LOTS). The ordinance amends parking regulations within the recreation department, Grand South and 200 West Parking Lots. The full text of the ordinance may be obtained at the Office of the City Clerk, 215 Church Avenue and through the City’s website at www.oshkoshwi.gov. Clerk’s phone: 920/236-5011. TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Kelly Nieforth, Director of Community Development D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Ord 24-545 Approve Zone Change from Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD) at 1700 Oregon Street (Plan Commission Recommends Approval) B A C KGRO UN DBACKGROUND The subject site is a .64-acre property with frontage on Oregon Street and West 17th Avenue. The site contains a parking lot, one 30'x60' garage, and a roughly 7,000 square foot mixed use building that was previously used as a tavern (with kitchen) and banquet hall; formally known as Witzke's Bar Food & Banquet Hall. The second floor (above the tavern) contains one (1) apartment. In 2005, the banquet hall, kitchen, storage, and ADA bathroom were added to the existing building. In recent years, parts of the building experienced weather-related damages and has since been closed. The current owners have begun making necessary repairs to make the building safe and useable again. The surrounding area consists primarily of residential uses along with a few mixed-use buildings within the immediate intersection of Oregon Street and West 17th Avenue. The 2040 Comprehensive Land Use Plan recommends Neighborhood Commercial land use for the subject site. A N A L Y SI SANALYSIS The applicant is requesting a zone change from the existing Neighborhood Mixed Use District (NMU) designation to a Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The requested Planned Development Overlay designation is intended to allow for flexibility in the zoning ordinance; in this scenario, to allow for the property to contain a first-floor residential unit in a mixed-use building that is more than 30% of the total ground floor area. The applicant has submitted plans to convert the existing banquet hall into a single apartment and to repair the existing tavern and second floor apartment. Staff is supportive of the proposed zone change as it will be consistent with NMU-PD zoning of neighboring property to the east. The 2040 Comprehensive Land Use Plan has the property slated for Neighborhood Commercial Use. The Planned Development Overlay will allow for changes and improvements to the site which otherwise may not occur. A neighborhood meeting was held on Thursday, September 5th, 2024 and three neighbors attended the meeting and voiced no concerns with the proposed project. REC O M M E N D A TI ONRECOMMENDATION The Plan Commission recommended approval of the requested zone change at 1700 Oregon Street Avenue with findings on September 17, 2024. Please see the attached staff report and meeting minutes for more information. A t t a chment sAttachments Ord 24-545 Rezone - 1700 Oregon St 10/8/2024 24-545 ORDINANCE SECOND READING 9/24/2024 24-525 ORDINANCE FIRST READING CARRIED 6-0 PURPOSE: APPROVE ZONE CHANGE FROM NEIGHBORHOOD MIXED USE DISTRICT (NMU) TO NEIGHBORHOOD MIXED USE DISTRICT WITH A PLANNED DEVELOPMENT OVERLAY (NMU-PD) AT 1700 OREGON STREET INITIATED BY : RH DESIGN BUILD PLAN COMMISSION RECOMMENDATION: Approved A GENERAL ORDINANCE OF THE CITY OF OSHKOSH AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF OSHKOSH, AS ADOPTED BY SECTION 30-32 OF THE OSHKOSH MUNICIPAL CODE. The Common Council of the City of Oshkosh does ordain as follows: SECTION 1. That the Official Zoning Map of the City of Oshkosh, as adopted by Section 30-32 of the Oshkosh Municipal Code, is hereby amended by changing the district of the property located at 1700 Oregon Street from Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The subject property, 1700 Oregon Street, is more particularly described as follows: BEING THE WEST 150.25 FEET OF LOTS 5 & 6 OF CLEMENT AND DOTY’S SUBDIVISION OF LOT 3, RECORDED IN VOLUME 2, PAGE 9, WINNEBAGO COUNTY REGISTER OF DEEDS AND ½ OF THE ADJACENT RIGHTS-OF-WAY OF OREGON STREET AND W. 17TH AVENUE, ALL LOCATED IN THE NORTHWEST ¼ OF THE SOUTHWEST ¼ OF SECTION 25, TOWNSHIP 18 NORTH, RANGE 16 EAST, CITY OF OSHKOSH, WINNEBAGO COUNTY, WISCONSIN. SECTION 2. This Ordinance shall be in full force and effect from and after its passage and publication. SECTION 3. Publication Notice. Please take notice that the City of Oshkosh enacted Ordinance #24-545 APPROVE ZONE CHANGE FROM NEIGHBORHOOD MIXED USE DISTRICT (NMU) TO NEIGHBORHOOD MIXED USE DISTRICT WITH A PLANNED DEVELOPMENT OVERLAY (NMU-PD) on October 8, 2024. This ordinance changes the zoning of the property located at 1700 Oregon Street from Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The full text of the Ordinance may be obtained at the Office of the City Clerk, 215 Church Avenue and on the City's website at www.oshkoshwi.gov. Clerk's phone: (920) 236-5011. ITEM: PUBLIC HEARING: ZONE CHANGE FROM NEIGHBORHOOD MIXED USE DISTRICT (NMU) TO NEIGHBORHOOD MIXED USE DISTRICT WITH A PLANNED DEVELOPMENT OVERLAY (NMU-PD) AND APPROVAL OF A GENERAL DEVELOPMENT PLAN AND SPECIFIC IMPLEMENTATION PLAN FOR A MIXED USE BUILDING AT 1700 OREGON STREET Plan Commission Meeting of September 17, 2024 GENERAL INFORMATION Applicant: RH Design Build Owner: Chris Morth Action(s) Requested: The applicant requests a zone change from the existing Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The applicant also requests approval of a General Development Plan and Specific Implementation Plan to allow for a mixed use building. Applicable Ordinance Provisions: Zoning map amendment standards are found in Section 30-381 of the Zoning Ordinance. Planned Development standards are found in Section 30-387 of the Zoning Ordinance. Property Location and Background Information: The subject site is a .64-acre property with frontage on Oregon Street and West 17th Avenue. The site contains a parking lot, one 30’x60’ garage, and a roughly 7000 square foot mixed use building that was previously used as a tavern (with kitchen) and banquet hall; formally known as Witzke’s Bar Food & Banquet Hall. The second floor (above the tavern) contains an apartment. In 2005 the banquet hall, kitchen, storage, and ADA bathroom were added to the existing building. In recent years parts of the building experienced weather related damages and has since been closed. The current owners have begun making necessary repairs to make the building safe and useable again. The surrounding area consists primarily of residential uses along with a few mixed use buildings within the immediate intersection of Oregon Street and West 17th Avenue. The 2040 Comprehensive Land Use Plan recommends Neighborhood Commercial land use for the subject site. Subject Site Existing Land Use Zoning Neighborhood Mixed Use District NMU Recognized Neighborhood Organizations N/A Adjacent Land Use and Zoning Existing Uses Zoning North Mixed Use NMU South Residential SR-9 East Multi-Family Residential NMU-PD West Residential & Mixed Use NMU Comprehensive Plan Land Use Recommendation Land Use 2040 Comprehensive Land Use Recommendation Neighborhood Commercial ANALYSIS Zone Change The applicant is requesting a zone change from the existing Neighborhood Mixed Use District (NMU) designation to a Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The requested Planned Development Overlay designation is intended to allow for flexibility in the zoning ordinance; in this scenario, to allow for the property to contain a first floor residential unit in a mixed use building that is more than 30% of the total ground floor area. The applicant has submitted plans to convert the existing banquet hall into a single apartment and to repair the existing tavern and second floor apartment. The applicant is requesting Planned Development approval to allow expansion of the properties residential use, which will be addressed as a General Development Plan (GDP) and Specific Implementation Plan (SIP) review to follow. Staff is supportive of the proposed zone change as it will be consistent with NMU-PD zoning of neighboring property to the east. The 2040 Comprehensive Land Use Plan has the property slated for Neighborhood Commercial Use. The Planned Development Overlay will allow for changes and improvements to the site which otherwise may not occur. Use The current use of the primary building at 1700 West 17th Avenue is closed and vacant due to weather related damages over the past few years. According to the applicant the property previously operated as Witzke’s Bar Food & Banquet Hall, Rezone to NMU-PD which existed on the first floor. The primary building also contains an apartment on the second floor. The applicant plans to remodel the entire building to make it a functional tavern again and is proposing to convert the existing banquet hall into a first floor apartment. If approved, the property will have two apartments and a tavern and the banquet hall will no longer exist. A neighborhood meeting was held on Thursday, September 5th, 2024 and three neighbors attended the meeting. No one had any objections to the proposed project. Approximate calculations show the proposed new apartment to be roughly 3150 square feet in size and the total ground floor area to be roughly 6000 square feet. Residential units on the ground floor of a mixed use building cannot exceed 30% of the total ground floor area and therefore a Base Standard Modification (BSM) is needed to allow for the additional apartment unit. Staff is supportive of a BSM to allow the additional apartment as it is consistent with the existing use of other properties in the area and the minor increase in the number of residents should not negatively impact the surrounding area. Furthermore, the additional unit will serve in providing more needed housing in Oshkosh and, in comparison to the existing banquet hall, there should be less vehicle traffic with a residential unit in its place. Site Design No changes are being proposed to the existing site design as only interior changes are being made for the additional apartment unit. Signage No additional signage is being proposed. Site Lighting No additional lighting is being proposed for the site. Landscaping No additional landscaping is being proposed. Storm Water Management/Utilities The Department of Public Works has noted that site plan approval is needed for any site improvements, such as utility changes on the exterior of the building that require excavation. Building Facades No changes are being proposed to the existing building facades. FINDINGS/RECOMMENDATION/CONDITIONS In its review and recommendation to the Common Council on an application for a Zoning Map amendment, staff recommends the Plan Commission make the following findings based on the criteria established by Chapter 30-381 (D)(2): (a) Advances the purposes of this Chapter as outlined in Section 30-03 and the applicable rules of Wisconsin Department of Administration and the Federal Emergency Management Agency. (b) Is in harmony with the Comprehensive Plan. (c) Maintains the desired overall consistency of land uses, land use intensities, and land use impacts within the pertinent zoning districts. (d) Addresses any of the following factors that are not properly addressed on the current Official Zoning Map: (ii) Factors have changed (such as new data, infrastructure, market conditions, development, annexation, or other zoning changes), making the subject property more appropriate for a different zoning district. In its review and recommendation to the Common Council on an application for a Planned Development district, staff recommends the Plan Commission make the following findings based on the criteria established by Chapter 30-387 (C)(6): (a) The proposed Planned Development project is consistent with the overall purpose and intent of this Chapter. (b) The proposed Planned Development project is consistent with the City’s Comprehensive Plan and other area plans. (c) The proposed Planned Development project would maintain the desired relationships between land uses, land use densities and intensities, and land use impacts in the environs of the subject site. (d) Adequate public infrastructure is or will be available to accommodate the range of uses being proposed for the Planned Development project, including but not limited to public sewer and water and public roads. (e) The proposed Planned Development project will incorporate appropriate and adequate buffers and transitions between areas of different land uses and development densities/intensities. Staff recommends approval of the zone change, General Development Plan, and Specific Implementation Plan with the findings listed above and the following condition: 1. Base Standard Modification (BSM) to allow for more than 30% of the ground floor area to be a residential land use in a mixed use building. Plan Commission recommended approval of the rezone with the findings on September 17, 2024. The following is Plan Commission’s discussion on the item. Site Inspections Report: Mr. Bowen and Ms. Propp reported visiting the site. Staff report accepted as part of the record. The applicant requests a zone change from the existing Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The applicant also requests approval of a General Development Plan (GDP) and Specific Implementation Plan (SIP) to allow for a mixed-use building. Mr. Nielsen presented the items and reviewed the site and surrounding area as well as the land use and zoning classifications in this area. The subject site is a .64-acre parcel with frontage on Oregon Street and West 17th Avenue. The site contains a parking lot, one 30’x60’ garage, and a roughly 7,000 square foot commercial building that was previously used as a tavern (with kitchen) and banquet hall; formally known as Witzke’s Bar Food & Banquet Hall. The second floor (above the tavern) contains an apartment. In 2005 the banquet hall, kitchen, storage, and ADA bathroom were added to the existing building. In recent years, apparently there have been some weather-related damages which caused the building to be closed. The current owners have started making the necessary repairs to make it safe and useable again. The applicant is requesting a zone change to allow for the GDP, which will be needed in order to allow for the ground floor unit to exceed 30% of the total ground floor area. The applicant has submitted plans to convert the existing banquet hall into a single apartment and to repair the existing tavern and second floor apartment. Staff is supportive of this because the NMU-PD zoning will be consistent with the neighboring property to the east. The Planned Development Overlay will allow for changes and improvements to the site which otherwise may not occur. The applicant plans to remodel the entire building to make it a functional tavern again and is proposing to convert the existing banquet hall into a first-floor apartment. If approved, the property will have two apartments and a tavern, and the banquet hall will no longer exist. A neighborhood meeting was held on Thursday, September 5th, 2024 and three neighbors attended the meeting. No one had any objections to the proposed project. The proposed new apartment is roughly 3,150 square feet in size and the total ground floor area is to be roughly 6,000 square feet. A Base Standard Modification (BSM) will be needed to allow that area to exceed the 30% for ground floor residential area. Staff is supportive of the BSM request to allow for that ground floor area to exceed 30%. Mr. Lyons stated this is a great example of looking at ways to support more housing in the city, in a non-traditional sense. Unfortunately using the Plan Development (PD) is the way we have to do it today. This could be another opportunity where we need to look at the code and see how we can promote housing in non-traditional ways. When the code was written in 2017 and we capped ground floor residential at 30% it made sense during that climate. Knowing the housing challenges we face now, as a community like most, these are some of the things we may want to look at changing in the code to make it easier to do and add housing units. Mr. Perry opened up technical questions to staff. Mr. Perry opened the public hearing and asked if the asked if the applicant wanted to make any statements. Susan Hirschberg, of RH Design Build in Oshkosh, (applicant) wanted to elaborate on what was said. The owner plans to occupy the first-floor unit, so they would be essentially watching over the tavern and running it, which helps with the neighborhood. It also decreases the amount of traffic, by eliminating the assembly space. She thinks it is a win for the area. Ms. Propp asked if exterior improvements are planned. Chris Morth, of 611 Oregon Street, (owner) stated they will be cleaning up the building and yard to make it a nice facility internally and externally. We want to have a nice establishment, and want to be closed by 10pm or 11pm. We plan to make things nicer outside. A new roof will be installed, railings will be cleaned up, back steps will be replaced, and some exterior areas will be painted to make it look beautiful again. Ms. Propp stated her main concern is paint needed on the turret/tower. Mr. Morth stated there is a lot of history with the building, and they want to make it look as good as it possibly can. They want to keep the character to it. Mr. Nielsen stated the applicant did not propose any additional signage, lighting, or landscaping. If they want to, that can be addressed at Site Plan Review. Mr. Perry asked if any members of the public wished to speak. There being none, Mr. Perry closed the public hearing. There was no closing statement from the applicant. Motion by Propp to adopt the findings and recommendation as stated in the staff report. Seconded by Belville. Mr. Perry asked if there was any discussion on the motion. Motion carried 6-0. Page 6 Page 7 1951 Bowen Street, Oshkosh, WI 54901 920.231.1619 P 920.231.1715 F info@rhdesignbuild.com rhdesignbuild.com Project: Witzke Tavern Address: 1700 Oregon St, Oshkosh WI 54902 Existing Conditions: The property currently has two buildings located on it with a parking lot stretching between the two and exiting to the north. One building is strictly utilized as detached garage/storage space while the other building had previously a Tavern known as ‘Witzke’s Bar Food & Banquet Hall’ that has been closed and on the partial second floor is a residential unit. The rest of the site is green space with sidewalks along both sides of this corner lot. Proposed Project: We propose converting a portion of the first floor into a residential unit, keeping the bar area and remodeling the banquet hall portion as residential. This reduces the traffic to the site from its previous use and new parking stripe’s will be applied with more than the required number of stalls provided, currently there are no parking stripe’s on the lot. No additional sitework is needed. All existing plantings will remain alongside the buildings. The existing dumpster enclosure shall remain as is. No work for the garage - materials may be stored here for protection during the construction of the new residential unit. No work or use change in the remaining bar portion. Existing outdoor patio to be used exclusively as part of new first floor residential unit. Green space to remain as is, used by residential units. Bar will not be hosting events and banquets outdoors in green space. Page 11 EXISTING FIRST FLOOR ASSEMBLY (A-2); PROPOSED AREA TO BE CONVERTED TO RESIDENTIAL (R-2) EXISTING SECOND FLOOR RESIDENTIAL (R-2) EXISTING FIRST FLOOR ASSEMBLY (A-2) EXISTING GARAGE EXISTING PARKING LOT NEW PARKING STRIPES 25'-2"18'-0"18'-0" EX. PATIO EX. D U M P ENC L O S U R E EX. SUSPENDED S I G N A G E REAR SETBACK FRONT SETBACK ST R E E T S I D E S E T B A C K SI D E S E T B A C K 25 ' - 0 " 12'-0" 7'-6" 25 ' - 0 " 3' - 0 " 3'-0" AC C E S S O R Y S E T B A C K ACCESSORY SETBACK 1951 BOWEN STREET OSHKOSH, WI 54901 P 920.231.1619 F 920.231.1715 RHdesignbuild.com PROJECT NO.: PRELIMINARY FOR ESTIMATING ONLY NOT FOR CONSTRUCTION DESCRIPTIONDATE MORTH 1700 OREGON ST OSHKOSH, WI 54902 240469 C1.0 SITE PLAN BUILDING AREAS ASSEMBLY A-2: RESIDENTIAL R-2: IBC SECTION 506 6,000 SQFT + .75 INCREASE = 10,500 SQFT 7,000 SQFT + .75 INCREASE = 12,250 SQFT MIXED OCCUPANCY RATIO IBC SECTION 506.2.4 FIRST FLOOR: SECOND FLOOR: A2 R2 2,803 SQFT 0 SQFT 3,107 SQFT 1,335 SQFT TOTAL 5,910 SQFT 1,335 SQFT RATIO (<1) 0.52 0.11 SITE AREAS SITE AREA:27,946 SQFT ALLOWED IMPERVIOUS:13,973 SQFT (50%) EXISTING & PROPOSED:+/-14,725 SQFT (52.7%) PARKING REQUIREMENTS COMMERCIAL (1 PER 300 SQFT) = 10 STALLS RESIDENTIAL (1 PER UNIT)(2 UNITS TOTAL) = 2 STALLS PARKING STALLS PROVIDED = 15 STALLS GENERAL LOCATION MAP Page 12 ZONE CHANGE/GDP/SIP 1700 OREGON STREET PC: 9.17.2024 TABITHA BUHROW 128 W 17TH AVE OSHKOSH WI 54902-6938 DOMINIC A SHAFFER 134 W 17TH AVE OSHKOSH WI 54902-6938 KYLIE A WENHARDT 166 W 17TH AVE OSHKOSH WI 54902-6938 TROPICAL TIDE LLC 945 NICOLET AVE OSHKOSH WI 54901-1633 STEPHANIE J MATAIC 1676 OREGON ST OSHKOSH WI 54902-6922 DENISE M ODONNELL 122 W 17TH AVE OSHKOSH WI 54902-6938 DAVID K RYNO 1671 OREGON ST OSHKOSH WI 54902-6921 NILLA D OEHLKE 500 S MADISON ST WAUPUN WI 53963-2007 AMY S NITZ 214 W 17TH AVE OSHKOSH WI 54902-6908 MAOSHETON YANG KA B THAO 1734 OREGON ST OSHKOSH WI 54902-6924 BENJAMIN P SCHMIDT 1730 OREGON ST OSHKOSH WI 54902-6924 JAMES L POLLNOW 1724 OREGON ST OSHKOSH WI 54902-6924 RENEE L NEMITZ 1720 OREGON ST OSHKOSH WI 54902-6924 CLBA HOLDINGS LLC 611 OREGON ST OSHKOSH WI 54902-5965 GENERAL CONTR SERVICES PO BOX 3306 OSHKOSH WI 54903-3306 DB NAT AVE PROPERTIES LLC 1101 SPRUCE ST WEST BEND WI 53090-5451 MICHAEL K/CONNIE K DAY 1014 EVANS ST OSHKOSH WI 54901-3967 SMITH SCHL LOFTS OSH LLC 230 OHIO ST STE 200 OSHKOSH WI 54902-5825 Page 13 W 17TH AV A R I ZO N A S T NEBRASKA ST W 18TH AV OREGON ST J:\GIS\Planning\Plan Commission Site Plan Map Template\2023 Plan Commission Site Plan Map Template.mxd User: katrinam Prepared by: City of Oshkosh, WI Printing Date: 8/26/2024 1 in = 120 ft 1 in = 0.02 mi¯BASE MAP City of Oshkosh maps and data are intended to be used for general identification purposes only, and the City of Oshkoshassumes no liability for the accuracy of the information. Those using the information are responsible for verifying accuracy. Forfull disclaimer please go to www.ci.oshkosh.wi.us/GISdisclaimer Page 14 D O T Y S T W 18TH AV W 19TH AV E 14TH AV W 16TH AV W 17TH AV W 21ST AV W 16TH AV IOWA ST E 15 TH AV W 17TH AV PIONEER DR NEBRASKA ST W 19TH AV ALASKA ST W 15TH AV W 14TH AV W 18TH AV E SOUTH PARK AV W 21ST AV W 15TH AV W 14TH AV ARIZONA ST MONTANA ST BROCKWAY AV NEBRASKA ST IOWA ST MINNESOTA ST S M A I N S T W 20TH AV W SOUTH PARK AV OREGON ST OshkoshOshkoshCity LimitCity Limit O s h k o s h C i t y L i m i t O s h k o s h C i t y L i m i t CMU CMU-PD HI HI I I I I I I-PD MULTIPLE MULTIPLE MULTIPLEMULTIPLE NMU NMU-PD RMU-PD-RFO SR-9 SR-9-PD TR-10 UI UMU UMU UMU UMU-PD J:\GIS\Planning\Plan Commission Site Plan Map Template\2023 Plan Commission Site Plan Map Template.mxd User: katrinam Prepared by: City of Oshkosh, WI Printing Date: 8/26/2024 1 in = 500 ft 1 in = 0.09 mi¯ZONING MAP City of Oshkosh maps and data are intended to be used for general identification purposes only, and the City of Oshkoshassumes no liability for the accuracy of the information. Those using the information are responsible for verifying accuracy. Forfull disclaimer please go to www.ci.oshkosh.wi.us/GISdisclaimer Page 15 TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Kelly Nieforth, Director of Community Development D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-546 Approve General Development Plan and Specific Implementation Plan for a Mixed Use Building at 1700 Oregon Street (Plan Commission Recommends Approval) B A C KGRO UN DBACKGROUND The subject site is a 0.64-acre property with frontage on Oregon Street and West 17th Avenue. The site contains a parking lot, one 30'x60' garage, and a roughly 7,000 square foot mixed use building that was previously used as a tavern (with kitchen) and banquet hall; formally known as Witzke's Bar Food & Banquet Hall. The second floor (above the tavern) contains one (1) apartment. In 2005, the banquet hall, kitchen, storage, and ADA bathroom were added to the existing building. In recent years, parts of the building experienced weather-related damages and has since been closed. The current owners have begun making necessary repairs to make the building safe and useable again. The surrounding area consists primarily of residential uses along with a few mixed use buildings within the immediate intersection of Oregon Street and West 17th Avenue. A N A L Y SI SANALYSIS The applicant plans to remodel the entire building to make it a functional tavern again and is proposing to convert the existing banquet hall into one (1) first-floor apartment. If approved, the property will have two (2) apartments and a tavern and the banquet hall will no longer exist. A neighborhood meeting was held on Thursday, September 5th, 2024 and three neighbors attended the meeting. No one had any objections to the proposed project. Approximate calculations show the proposed new apartment to be roughly 3,150 square feet in size and the total ground floor area to be roughly 6,000 square feet. Per city zoning code, residential units on the ground floor of a mixed use building cannot exceed 30% of the total ground floor area and therefore a Base Standard Modification (BSM) is needed to allow for the additional apartment unit. Staff is supportive of a BSM to allow the additional apartment as it is consistent with the existing uses of other properties in the area and the minor increase in the number of residents should not negatively impact the surrounding area. Furthermore, the additional unit will serve in providing more needed housing in Oshkosh and, in comparison to the existing banquet hall, there should be less vehicle traffic with a residential unit in its place. REC O M M E N D A TI ONRECOMMENDATION The Plan Commission recommended approval of the requested General Development Plan and Specific Implementation Plan at 1700 Oregon Street Avenue with findings and one condition on September 17, 2024. Please see the attached staff report and meeting minutes for more information. A t t a chment sAttachments Res 24-546 GDP-SIP - 1700 Oregon St 10/08/2024 24-546 RESOLUTION CARRIED 6-0 PURPOSE: APPROVE GENERAL DEVELOPMENT PLAN AND SPECIFIC IMPLEMENTATION PLAN FOR A MIXED USE BUILDING AT 1700 OREGON STREET INITIATED BY : RH DESIGN BUILD PLAN COMMISSION RECOMMENDATION: Approved WHEREAS, the Plan Commission finds that the General Development Plan and Specific Implementation Plan for a mixed use at 1700 Oregon Street, is consistent with the criteria established in Section 30-387 of the Oshkosh Zoning Ordinance. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Oshkosh that a General Development Plan and Specific Implementation Plan for a mixed use at 1700 Oregon Street, per the attached, is hereby approved, with the following findings: The proposed Planned Development project is consistent with the overall purpose and intent of this Chapter. 1. The proposed Planned Development project is consistent with the City’s Comprehensive Plan and other area plans. 2. The proposed Planned Development project would maintain the desired relationships between land uses, land use densities and intensities, and land use impacts in the environs of the subject site. 3. Adequate public infrastructure is or will be available to accommodate the range of uses being proposed for the Planned Development project, including but not limited to public sewer and water and public roads. 4. The proposed Planned Development project will incorporate appropriate and adequate buffers and transitions between areas of different land uses and development densities/intensities. 5. BE IT FURTHER RESOLVED that the following are conditions of approval for a General Development Plan and Specific Implementation Plan for a mixed use building at 1700 Oregon Street: Base Standard Modification (BSM) to allow for more than 30% of the ground floor area to be a residential land use in a mixed use building. 1. ITEM: PUBLIC HEARING: ZONE CHANGE FROM NEIGHBORHOOD MIXED USE DISTRICT (NMU) TO NEIGHBORHOOD MIXED USE DISTRICT WITH A PLANNED DEVELOPMENT OVERLAY (NMU-PD) AND APPROVAL OF A GENERAL DEVELOPMENT PLAN AND SPECIFIC IMPLEMENTATION PLAN FOR A MIXED USE BUILDING AT 1700 OREGON STREET Plan Commission Meeting of September 17, 2024 GENERAL INFORMATION Applicant: RH Design Build Owner: Chris Morth Action(s) Requested: The applicant requests a zone change from the existing Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The applicant also requests approval of a General Development Plan and Specific Implementation Plan to allow for a mixed use building. Applicable Ordinance Provisions: Zoning map amendment standards are found in Section 30-381 of the Zoning Ordinance. Planned Development standards are found in Section 30-387 of the Zoning Ordinance. Property Location and Background Information: The subject site is a .64-acre property with frontage on Oregon Street and West 17th Avenue. The site contains a parking lot, one 30’x60’ garage, and a roughly 7000 square foot mixed use building that was previously used as a tavern (with kitchen) and banquet hall; formally known as Witzke’s Bar Food & Banquet Hall. The second floor (above the tavern) contains an apartment. In 2005 the banquet hall, kitchen, storage, and ADA bathroom were added to the existing building. In recent years parts of the building experienced weather related damages and has since been closed. The current owners have begun making necessary repairs to make the building safe and useable again. The surrounding area consists primarily of residential uses along with a few mixed use buildings within the immediate intersection of Oregon Street and West 17th Avenue. The 2040 Comprehensive Land Use Plan recommends Neighborhood Commercial land use for the subject site. Subject Site Existing Land Use Zoning Neighborhood Mixed Use District NMU Recognized Neighborhood Organizations N/A Adjacent Land Use and Zoning Existing Uses Zoning North Mixed Use NMU South Residential SR-9 East Multi-Family Residential NMU-PD West Residential & Mixed Use NMU Comprehensive Plan Land Use Recommendation Land Use 2040 Comprehensive Land Use Recommendation Neighborhood Commercial ANALYSIS Zone Change The applicant is requesting a zone change from the existing Neighborhood Mixed Use District (NMU) designation to a Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The requested Planned Development Overlay designation is intended to allow for flexibility in the zoning ordinance; in this scenario, to allow for the property to contain a first floor residential unit in a mixed use building that is more than 30% of the total ground floor area. The applicant has submitted plans to convert the existing banquet hall into a single apartment and to repair the existing tavern and second floor apartment. The applicant is requesting Planned Development approval to allow expansion of the properties residential use, which will be addressed as a General Development Plan (GDP) and Specific Implementation Plan (SIP) review to follow. Staff is supportive of the proposed zone change as it will be consistent with NMU-PD zoning of neighboring property to the east. The 2040 Comprehensive Land Use Plan has the property slated for Neighborhood Commercial Use. The Planned Development Overlay will allow for changes and improvements to the site which otherwise may not occur. Use The current use of the primary building at 1700 West 17th Avenue is closed and vacant due to weather related damages over the past few years. According to the applicant the property previously operated as Witzke’s Bar Food & Banquet Hall, Rezone to NMU-PD which existed on the first floor. The primary building also contains an apartment on the second floor. The applicant plans to remodel the entire building to make it a functional tavern again and is proposing to convert the existing banquet hall into a first floor apartment. If approved, the property will have two apartments and a tavern and the banquet hall will no longer exist. A neighborhood meeting was held on Thursday, September 5th, 2024 and three neighbors attended the meeting. No one had any objections to the proposed project. Approximate calculations show the proposed new apartment to be roughly 3150 square feet in size and the total ground floor area to be roughly 6000 square feet. Residential units on the ground floor of a mixed use building cannot exceed 30% of the total ground floor area and therefore a Base Standard Modification (BSM) is needed to allow for the additional apartment unit. Staff is supportive of a BSM to allow the additional apartment as it is consistent with the existing use of other properties in the area and the minor increase in the number of residents should not negatively impact the surrounding area. Furthermore, the additional unit will serve in providing more needed housing in Oshkosh and, in comparison to the existing banquet hall, there should be less vehicle traffic with a residential unit in its place. Site Design No changes are being proposed to the existing site design as only interior changes are being made for the additional apartment unit. Signage No additional signage is being proposed. Site Lighting No additional lighting is being proposed for the site. Landscaping No additional landscaping is being proposed. Storm Water Management/Utilities The Department of Public Works has noted that site plan approval is needed for any site improvements, such as utility changes on the exterior of the building that require excavation. Building Facades No changes are being proposed to the existing building facades. FINDINGS/RECOMMENDATION/CONDITIONS In its review and recommendation to the Common Council on an application for a Zoning Map amendment, staff recommends the Plan Commission make the following findings based on the criteria established by Chapter 30-381 (D)(2): (a) Advances the purposes of this Chapter as outlined in Section 30-03 and the applicable rules of Wisconsin Department of Administration and the Federal Emergency Management Agency. (b) Is in harmony with the Comprehensive Plan. (c) Maintains the desired overall consistency of land uses, land use intensities, and land use impacts within the pertinent zoning districts. (d) Addresses any of the following factors that are not properly addressed on the current Official Zoning Map: (ii) Factors have changed (such as new data, infrastructure, market conditions, development, annexation, or other zoning changes), making the subject property more appropriate for a different zoning district. In its review and recommendation to the Common Council on an application for a Planned Development district, staff recommends the Plan Commission make the following findings based on the criteria established by Chapter 30-387 (C)(6): (a) The proposed Planned Development project is consistent with the overall purpose and intent of this Chapter. (b) The proposed Planned Development project is consistent with the City’s Comprehensive Plan and other area plans. (c) The proposed Planned Development project would maintain the desired relationships between land uses, land use densities and intensities, and land use impacts in the environs of the subject site. (d) Adequate public infrastructure is or will be available to accommodate the range of uses being proposed for the Planned Development project, including but not limited to public sewer and water and public roads. (e) The proposed Planned Development project will incorporate appropriate and adequate buffers and transitions between areas of different land uses and development densities/intensities. Staff recommends approval of the zone change, General Development Plan, and Specific Implementation Plan with the findings listed above and the following condition: 1. Base Standard Modification (BSM) to allow for more than 30% of the ground floor area to be a residential land use in a mixed use building. Plan Commission recommended approval of the General Development Plan and Specific Implementation Plan with the findings and one condition on September 17, 2024. The following is Plan Commission’s discussion on the item. Site Inspections Report: Mr. Bowen and Ms. Propp reported visiting the site. Staff report accepted as part of the record. The applicant requests a zone change from the existing Neighborhood Mixed Use District (NMU) to Neighborhood Mixed Use District with a Planned Development Overlay (NMU-PD). The applicant also requests approval of a General Development Plan (GDP) and Specific Implementation Plan (SIP) to allow for a mixed-use building. Mr. Nielsen presented the items and reviewed the site and surrounding area as well as the land use and zoning classifications in this area. The subject site is a .64-acre parcel with frontage on Oregon Street and West 17th Avenue. The site contains a parking lot, one 30’x60’ garage, and a roughly 7,000 square foot commercial building that was previously used as a tavern (with kitchen) and banquet hall; formally known as Witzke’s Bar Food & Banquet Hall. The second floor (above the tavern) contains an apartment. In 2005 the banquet hall, kitchen, storage, and ADA bathroom were added to the existing building. In recent years, apparently there have been some weather-related damages which caused the building to be closed. The current owners have started making the necessary repairs to make it safe and useable again. The applicant is requesting a zone change to allow for the GDP, which will be needed in order to allow for the ground floor unit to exceed 30% of the total ground floor area. The applicant has submitted plans to convert the existing banquet hall into a single apartment and to repair the existing tavern and second floor apartment. Staff is supportive of this because the NMU-PD zoning will be consistent with the neighboring property to the east. The Planned Development Overlay will allow for changes and improvements to the site which otherwise may not occur. The applicant plans to remodel the entire building to make it a functional tavern again and is proposing to convert the existing banquet hall into a first-floor apartment. If approved, the property will have two apartments and a tavern, and the banquet hall will no longer exist. A neighborhood meeting was held on Thursday, September 5th, 2024 and three neighbors attended the meeting. No one had any objections to the proposed project. The proposed new apartment is roughly 3,150 square feet in size and the total ground floor area is to be roughly 6,000 square feet. A Base Standard Modification (BSM) will be needed to allow that area to exceed the 30% for ground floor residential area. Staff is supportive of the BSM request to allow for that ground floor area to exceed 30%. Mr. Lyons stated this is a great example of looking at ways to support more housing in the city, in a non-traditional sense. Unfortunately using the Plan Development (PD) is the way we have to do it today. This could be another opportunity where we need to look at the code and see how we can promote housing in non-traditional ways. When the code was written in 2017 and we capped ground floor residential at 30% it made sense during that climate. Knowing the housing challenges we face now, as a community like most, these are some of the things we may want to look at changing in the code to make it easier to do and add housing units. Mr. Perry opened up technical questions to staff. Mr. Perry opened the public hearing and asked if the asked if the applicant wanted to make any statements. Susan Hirschberg, of RH Design Build in Oshkosh, (applicant) wanted to elaborate on what was said. The owner plans to occupy the first-floor unit, so they would be essentially watching over the tavern and running it, which helps with the neighborhood. It also decreases the amount of traffic, by eliminating the assembly space. She thinks it is a win for the area. Ms. Propp asked if exterior improvements are planned. Chris Morth, of 611 Oregon Street, (owner) stated they will be cleaning up the building and yard to make it a nice facility internally and externally. We want to have a nice establishment, and want to be closed by 10pm or 11pm. We plan to make things nicer outside. A new roof will be installed, railings will be cleaned up, back steps will be replaced, and some exterior areas will be painted to make it look beautiful again. Ms. Propp stated her main concern is paint needed on the turret/tower. Mr. Morth stated there is a lot of history with the building, and they want to make it look as good as it possibly can. They want to keep the character to it. Mr. Nielsen stated the applicant did not propose any additional signage, lighting, or landscaping. If they want to, that can be addressed at Site Plan Review. Mr. Perry asked if any members of the public wished to speak. There being none, Mr. Perry closed the public hearing. There was no closing statement from the applicant. Motion by Propp to adopt the findings and recommendation as stated in the staff report. Seconded by Belville. Mr. Perry asked if there was any discussion on the motion. Motion carried 6-0. Page 8 Page 9 Page 10 1951 Bowen Street, Oshkosh, WI 54901 920.231.1619 P 920.231.1715 F info@rhdesignbuild.com rhdesignbuild.com Project: Witzke Tavern Address: 1700 Oregon St, Oshkosh WI 54902 Existing Conditions: The property currently has two buildings located on it with a parking lot stretching between the two and exiting to the north. One building is strictly utilized as detached garage/storage space while the other building had previously a Tavern known as ‘Witzke’s Bar Food & Banquet Hall’ that has been closed and on the partial second floor is a residential unit. The rest of the site is green space with sidewalks along both sides of this corner lot. Proposed Project: We propose converting a portion of the first floor into a residential unit, keeping the bar area and remodeling the banquet hall portion as residential. This reduces the traffic to the site from its previous use and new parking stripe’s will be applied with more than the required number of stalls provided, currently there are no parking stripe’s on the lot. No additional sitework is needed. All existing plantings will remain alongside the buildings. The existing dumpster enclosure shall remain as is. No work for the garage - materials may be stored here for protection during the construction of the new residential unit. No work or use change in the remaining bar portion. Existing outdoor patio to be used exclusively as part of new first floor residential unit. Green space to remain as is, used by residential units. Bar will not be hosting events and banquets outdoors in green space. Page 11 EXISTING FIRST FLOOR ASSEMBLY (A-2); PROPOSED AREA TO BE CONVERTED TO RESIDENTIAL (R-2) EXISTING SECOND FLOOR RESIDENTIAL (R-2) EXISTING FIRST FLOOR ASSEMBLY (A-2) EXISTING GARAGE EXISTING PARKING LOT NEW PARKING STRIPES 25'-2"18'-0"18'-0" EX. PATIO EX. D U M P ENC L O S U R E EX. SUSPENDED S I G N A G E REAR SETBACK FRONT SETBACK ST R E E T S I D E S E T B A C K SI D E S E T B A C K 25 ' - 0 " 12'-0" 7'-6" 25 ' - 0 " 3' - 0 " 3'-0" AC C E S S O R Y S E T B A C K ACCESSORY SETBACK 1951 BOWEN STREET OSHKOSH, WI 54901 P 920.231.1619 F 920.231.1715 RHdesignbuild.com PROJECT NO.: PRELIMINARY FOR ESTIMATING ONLY NOT FOR CONSTRUCTION DESCRIPTIONDATE MORTH 1700 OREGON ST OSHKOSH, WI 54902 240469 C1.0 SITE PLAN BUILDING AREAS ASSEMBLY A-2: RESIDENTIAL R-2: IBC SECTION 506 6,000 SQFT + .75 INCREASE = 10,500 SQFT 7,000 SQFT + .75 INCREASE = 12,250 SQFT MIXED OCCUPANCY RATIO IBC SECTION 506.2.4 FIRST FLOOR: SECOND FLOOR: A2 R2 2,803 SQFT 0 SQFT 3,107 SQFT 1,335 SQFT TOTAL 5,910 SQFT 1,335 SQFT RATIO (<1) 0.52 0.11 SITE AREAS SITE AREA:27,946 SQFT ALLOWED IMPERVIOUS:13,973 SQFT (50%) EXISTING & PROPOSED:+/-14,725 SQFT (52.7%) PARKING REQUIREMENTS COMMERCIAL (1 PER 300 SQFT) = 10 STALLS RESIDENTIAL (1 PER UNIT)(2 UNITS TOTAL) = 2 STALLS PARKING STALLS PROVIDED = 15 STALLS GENERAL LOCATION MAP Page 12 ZONE CHANGE/GDP/SIP 1700 OREGON STREET PC: 9.17.2024 TABITHA BUHROW 128 W 17TH AVE OSHKOSH WI 54902-6938 DOMINIC A SHAFFER 134 W 17TH AVE OSHKOSH WI 54902-6938 KYLIE A WENHARDT 166 W 17TH AVE OSHKOSH WI 54902-6938 TROPICAL TIDE LLC 945 NICOLET AVE OSHKOSH WI 54901-1633 STEPHANIE J MATAIC 1676 OREGON ST OSHKOSH WI 54902-6922 DENISE M ODONNELL 122 W 17TH AVE OSHKOSH WI 54902-6938 DAVID K RYNO 1671 OREGON ST OSHKOSH WI 54902-6921 NILLA D OEHLKE 500 S MADISON ST WAUPUN WI 53963-2007 AMY S NITZ 214 W 17TH AVE OSHKOSH WI 54902-6908 MAOSHETON YANG KA B THAO 1734 OREGON ST OSHKOSH WI 54902-6924 BENJAMIN P SCHMIDT 1730 OREGON ST OSHKOSH WI 54902-6924 JAMES L POLLNOW 1724 OREGON ST OSHKOSH WI 54902-6924 RENEE L NEMITZ 1720 OREGON ST OSHKOSH WI 54902-6924 CLBA HOLDINGS LLC 611 OREGON ST OSHKOSH WI 54902-5965 GENERAL CONTR SERVICES PO BOX 3306 OSHKOSH WI 54903-3306 DB NAT AVE PROPERTIES LLC 1101 SPRUCE ST WEST BEND WI 53090-5451 MICHAEL K/CONNIE K DAY 1014 EVANS ST OSHKOSH WI 54901-3967 SMITH SCHL LOFTS OSH LLC 230 OHIO ST STE 200 OSHKOSH WI 54902-5825 Page 13 W 17TH AV A R I ZO N A S T NEBRASKA ST W 18TH AV OREGON ST J:\GIS\Planning\Plan Commission Site Plan Map Template\2023 Plan Commission Site Plan Map Template.mxd User: katrinam Prepared by: City of Oshkosh, WI Printing Date: 8/26/2024 1 in = 120 ft 1 in = 0.02 mi¯BASE MAP City of Oshkosh maps and data are intended to be used for general identification purposes only, and the City of Oshkoshassumes no liability for the accuracy of the information. Those using the information are responsible for verifying accuracy. Forfull disclaimer please go to www.ci.oshkosh.wi.us/GISdisclaimer Page 14 D O T Y S T W 18TH AV W 19TH AV E 14TH AV W 16TH AV W 17TH AV W 21ST AV W 16TH AV IOWA ST E 15 TH AV W 17TH AV PIONEER DR NEBRASKA ST W 19TH AV ALASKA ST W 15TH AV W 14TH AV W 18TH AV E SOUTH PARK AV W 21ST AV W 15TH AV W 14TH AV ARIZONA ST MONTANA ST BROCKWAY AV NEBRASKA ST IOWA ST MINNESOTA ST S M A I N S T W 20TH AV W SOUTH PARK AV OREGON ST OshkoshOshkoshCity LimitCity Limit O s h k o s h C i t y L i m i t O s h k o s h C i t y L i m i t CMU CMU-PD HI HI I I I I I I-PD MULTIPLE MULTIPLE MULTIPLEMULTIPLE NMU NMU-PD RMU-PD-RFO SR-9 SR-9-PD TR-10 UI UMU UMU UMU UMU-PD J:\GIS\Planning\Plan Commission Site Plan Map Template\2023 Plan Commission Site Plan Map Template.mxd User: katrinam Prepared by: City of Oshkosh, WI Printing Date: 8/26/2024 1 in = 500 ft 1 in = 0.09 mi¯ZONING MAP City of Oshkosh maps and data are intended to be used for general identification purposes only, and the City of Oshkoshassumes no liability for the accuracy of the information. Those using the information are responsible for verifying accuracy. Forfull disclaimer please go to www.ci.oshkosh.wi.us/GISdisclaimer Page 15 TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Kelly Nieforth, Director of Community Development D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-547 Approve Professional Service Agreement with Associated Appraisal Consultants, Inc. for 2025 Commercial Assessment Revaluation ($285,000) B A C KGRO UN DBACKGROUND The Wisconsin Department of Revenue (DOR) requires timely and accurate revaluations to ensure property assessments in the city are equitable among all property classes. In 2024, the DOR determined that the City's commercial property assessment values were not in compliance with the DOR's required ratios in relation to the equalized value in the City. The City's residential assessment values were in compliance, but the DOR requires that both major property classes within the City (residential and commercial) be revalued at the same time to ensure that the properties are equitably assessed. As a result, another revaluation is necessary in 2025 to adjust the assessment values to meet state requirements. A N A L Y SI SANALYSIS To achieve this, the City has selected Associated Appraisal Consultants, Inc. (AAC) following a review and selection process. This firm has been chosen based on their proven expertise in municipal property assessments and strong reputation with numerous successful engagements with other municipalities in Wisconsin. AAC would physically inspect 100% of the improved commercial properties and update the assessment records to ensure that the values reflect recent market value sales utilizing mass appraisal methods. A full inspection would include both interior and exterior walk-throughs to update pictures and sketches of the properties. AAC would assist the city with Open Book, Board of Review, and marketing for the revaluation as it relates to commercial properties. Internal city staff will complete the revaluation for the residential property class, as they did for the 2024 revaluation. FI SC A L I M P A CTFISCAL I M P A C T The contract for the 2025 Commercial Assessment Revaluation services will cost $285,000. The plan is to fund this through our fund balance, as our General Fund balance is in excess of its maximum per our Fund Balance policy and this is a one-time expenditure. REC O M M E N D A TI ONRECOMMENDATION The City Council approves the professional services agreement with Associated Appraisal Consultants, Inc. for the 2025 Commercial Assessment Revaluation for $285,000. A t t a chment sAttachments Res 24-547 AAC - City of Oshkosh 2025-2027 Assessment Services Proposal 10/8/2024 24-547 RESOLUTION LAID OVER PURPOSE: APPROVE PROFESSIONAL SERVICE AGREEMENT WITH ASSOCIATED APPRAISAL CONSULTANTS, INC. FOR 2025 COMMERCIAL ASSESSMENT REVALUATION ($285,000) INITIATED BY : COMMUNITY DEVELOPMENT BE IT RESOLVED by the Common Council of the City of Oshkosh that the proper City officials are hereby authorized to enter into and take those steps necessary to implement an appropriate professional services agreement with Associated Appraisal Consultants, Inc. for the 2025 Commercial Assessment Revaluation in the amount of $285,000. ASSESSMENT SERVICES PROPOSAL 2025–2027 Qualifications and supporting documentation ASSOCIATED APPRAISAL CONSULTANTS, INC. PREPARED FOR CITY OF OSHKOSH September 27, 2024 VILLAGE OF SUSSEX CITY OF OSHKOSH September 27, 2024 Kelly Nieforth Community Development Director City of Oshkosh Dear Ms. Nieforth: I am pleased to provide the City of Oshkosh with a proposal for assessment services including a revaluation of commercial class parcels for 2025 and annual maintenance for the 2025, 2026, and 2027 assessment years. Associated Appraisal Consultants, Inc. has been in the mass appraisal business since 1959. Our primary focus is municipal assessment through annual maintenance and revaluation programs. We currently serve as statutory assessor for more than 250 Wisconsin municipalities with a diverse variety of property types, ranging from the mansions of Lake Geneva to the unique properties of Wisconsin Dells, as well as Lake Superior communities and everything in between. We offer unparalleled service and expertise. While our assessors are in the field, our administrative staff is in the office, Monday through Friday, to assist our clients, property owners, and businesses. Our staff is highly trained, and we pride ourselves on being prompt and professional when taking phone calls or responding to emails from property owners. We also provide an optional service to our clients to have their municipal assessment records posted on our website. The website offers easy-to-use search criteria and shows land and improvement data, including digital photos of all properties within the municipality. Please visit our website at www.apraz.com and click on “Property Search.” Our professional image also sets us apart from other assessment firms. When fieldwork begins, your residents can readily identify the Associated Appraisal Consultants team by our fleet of trucks clearly displaying our company name and logo. In addition, field appraisers wear company clothing and carry photo ID tags and letters of introduction from the City while conducting onsite inspections. Associated Appraisal Consultants, Inc. uses cutting-edge computer-aided mass appraisal software to capture and create modern computerized assessment records. Our records include digital photographs, computerized sketches of buildings, a map indicating location of property, sales data, permitting information and all owner correspondence. We continually invest to utilize the latest technology to serve our customers. This is our business. We are proud of the reputation we have in the industry, from both our clients and state equalization officials. We put our best foot forward with every opportunity. We welcome with great enthusiasm the prospect of working with you! Respectfully, Mark Brown President W62237 Neubert Road Appleton, WI 54942 p (920) 749-1995 f (920)-731-4158 apraz.com VILLAGE OF SUSSEX CITY OF OSHKOSH OUR MISSION To provide our municipal clients the highest standard of assessing services. We do so by following sound assessing methodology, developing municipal equity without bias and providing a professional, courteous staff. Our experienced and knowledgeable team is here to serve you and your property owners. VILLAGE OF SUSSEX CITY OF OSHKOSH TABLE OF CONTENTS COMPANY OVERVIEW 1-2 Accuracy Matters 3 Assessment Cycle 4 Education Outreach Program 5-6 PROPOSAL REQUIREMENTS Designated Representatives / Team Support 7-9 Firm Qualifications 10 References 11 Maintenance Assessment Services Cost 12 Revaluation Services Costs 13 Additional Services 14 ADDENDUM Accuracy in Assessment Work Comparison A Sample Certificate of Insurance B VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 1 CITY OF OSHKOSH BY THE NUMBERS Associated Appraisal serves over 250 municipalities throughout the state of Wisconsin containing a total inventory of approximately 700,000+ real estate parcels and 30,000+ personal property accounts for a total assessed value of over $87 billion making us the largest mass appraiser in Wisconsin. When you call our office, Monday through Friday, you will be greeted by a friendly voice ready to direct your inquiry to an appropriate team member who will be happy to assist you. Our website offers links to important information and access to property assessment records twenty-four (24) hours per day. Each municipal client has a primary point of contact, the project technician, providing a consistent relationship with the Associated Appraisal team. Our corporate office is in Appleton with satellite offices in Lake Geneva (Southern) and Hurley (Northern). CITIES TOWNS VILLAGES OUT OF 72 COUNTIES Who we serve Why AAC? Associated Appraisal has been in the mass appraisal business since 1959. Our primary focus is municipal assessment through maintenance and revaluation programs. Our client base is divided between providing services directly to municipalities by acting as their statutory assessor or supporting the local municipal assessor. Associated Appraisal maintains a professional image in the field, at the Open Book, and Board of Review hearings. For identification in the field, our staff members carry letters of introduction for the municipality, wear company ID tags and apparel, and drive red company vehicles clearly identified as part of the Associated Appraisal fleet. ACTIVE TIDs (Tax Incremental Districts)MOBILE HOME COMMUNITIES in 26 municipalities with over 4,000 sites subject to monthly permit fee 45 131 75 60 302 62 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 2 CITY OF OSHKOSH COMPANY OVERVIEW Associated Appraisal adheres to the Wisconsin Property Assessment Manual and the annual timelines as developed by the Wisconsin Department of Revenue. ASSOCIATED APPRAISAL CONSULTANTS, INC. W62237 Neubert Road Appleton, WI 54942 Phone: (920) 749-1995 Fax: (920) 731-4158 Website: apraz.com Mark Brown President W62237 Neubert Road Appleton, WI 54942 Email: mabrown@apraz.com Direct: (920) 224-8802 WE DO ASSESSMENTS RIGHT Assessment documentation is what sets Associated Appraisal above the rest. For property owners demanding answers to assessment methodology, we document all aspects of a maintenance or revaluation project. Our property records include: • land data • improvement attributes • sketch and pictures • current and historical sales data • applicable appraisal reports • property maps • and any additional documentation needed to defend values • current assessment levels • property sale attributes with recent pictures • all database data for valuation tables • a detailed sales analysis • applicable appraisal reports • property maps • any additional reports needed to support values Each year, maintenance and/or revaluation guidebooks are prepared for use during Open Book or Board of Review to aid in understanding the appraisal methodology used and provide the public with data used in our analysis. Included in these reports: We’re dedicated to your success. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 3 CITY OF OSHKOSH ACCURACY MATTERS Simply put, Associated Appraisal’s property record database management, valuation practices, and assessment documentation sets us above the rest. A few examples of areas Associated Appraisal outperforms the competition CUSTOMER SERVICE AAC excels in customer service. While other companies seem to avoid the hard questions from homeowners, AAC responds quickly and respectfully as we have nothing to hide and believe in transparency. We have the most Level II and III assessors in the state. We work together as a team to provide the highest level of customer service. LONG-TERM RELATIONSHIPS AAC doesn’t chase municipalities because they have good assessment data. Many times, when AAC contracts with a new municipality, the data we receive is out of compliance. It is important to be mindful of competitors who “chase after” AAC municipalities because of the high-quality work we perform. We believe in mutually beneficial long-term relationships with municipalities and not short-term profits. INTEGRITY Ethical behavior is at the core of AAC’s culture... We unwaveringly hold employees accountable to the highest standards. Public trust in our performance is the foundation of our credibility. QUALITY OF WORK AAC is superior time and time again in assessment equity and uniformity. This can be seen in our assessment- to-sale ratio studies after conducting a revaluation. While our competitors factor values to gain statutory compliance, AAC takes pride in precise CAMA modeling, data collection, and great attention to detail throughout all aspects of the assessment process. This results in a much higher quality of work which will save municipalities money and future headaches/complaints in the long run. Inferior work conducted by our competitors results in homeowner frustration and unfair assessments. APPRAISAL TRAINING AAC has highly trained and competent appraisal staff, which is the foundation for collecting quality data. AAC invests in its appraisal staff with individualized training and utilizes the latest technologies. This results in appraisers who professionally interact with homeowners and gather the most accurate data. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 4 CITY OF OSHKOSH ASSESSMENT CYCLE The following summary of events is not all inclusive but identifies significant primary activities, deadlines and timeframes during a typical annual maintenance year. Assessor receives and requests for property tax exemption (form PR-230). These exemption requests are carefully reviewed. Assessor makes a determination either to grant or deny the exemption and responds in writing to the requester. Assessment-to-sale ratio analysis is conducted to determine an estimated level of assessment (assessment ratio), along with monitoring equity and uniformity of assessments as compared to sales. Notices of changed assessment are mailed along with informational inserts to help explain the process and direct property owners to helpful information sources such as our website and the DOR publications. MARCH MAY/JUNE APRIL JANUARY/FEBRUARY All property records are updated to reflect important changes that have occurred since the prior assessment year, such as new construction, building permits, zoning or land use changes, ownership and mailing updates among other things. All real estate sales from the previous year are reviewed and validated by the assessor. All required property record data is electronically sent to the Wisconsin Department of Revenue (DOR). A new assessment roll is prepared, including parcel changes from annexations, splits, and merges, as well as ownership changes from sales. Field inspections are conducted as needed for all parcels impacted by the events listed above along with all previous partial assessments from the prior assessment year. Open book and Board of Review dates along with general assessment timelines and public relation plans are set with the municipal Clerk. Open book meeting(s) is either held in-person or over the phone. Property owners may contact AAC at any time to ask questions or to find out how their assessment was determined.Assessor attends the Board of Review (BOR) meeting(s) to deliver the final assessment roll and to defend assessed values in the event of any appeals. AAC provides reports to the BOR showing such things as net new construction values, estimated level of assessment, and the municipality’s compliance status with state requirements. Final assessment values are balanced with the County along with timely filing of all required reports with the DOR, such as the Municipal Assessment Report (MAR). VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 5 CITY OF OSHKOSH WORK PROPOSAL • VALUE ADD OUR EDUCATION OUTREACH PROGRAM SOCIAL MEDIA We provide helpful educational content to share on social media platforms. TOOLKIT FOR MUNICIPALITIES We provide an online toolkit for municipalities rich with resources to enhance the communication process. NOTICES We mail out notices to inform property owners of upcoming assessment work. ONLINE RESOURCES Our website is rich with educational content. We have also created YouTube Videos and Infographics to help make the assessment process more understandable/ interesting. TECHNOLOGY From digital data collection to our cloud-based solutions, we are modernizing the assessment process end to end. We understand the importance of having a strong, proactive communication and education program to help you engage with your community’s property owners. As we have learned from over 60 years of doing this work, being open and transparent with property owners as you begin assessments is critical. We will partner with you to supply you with content, data, key communication pieces, and a public relations plan that will rectify misconceptions, eliminate inaccuracies, and garner the support of your community as we provide you with the very best, technically sound assessment services — free from errors and defensible from an equity standpoint. We stake our reputation on it and it’s why we’ve been Wisconsin’s preferred assessor for decades. We’re in this together! Property Inspection Assessor Determines Assessed Property Value Your Property’s Valuation Story As property appraisers, it’s our job to tell the story of your home’s value with care. Our quick and courteous assessors will review your home’s: They might ask a few questions. CHAPTER 1 • Size • Condition • Amenities • And more Has there been any interior remodeling? How many bedrooms and bathrooms? When did you add a deck in the backyard? CHAPTER 2 To further the story, we consider several factors. Inspection Results + Property Data Sales Data Assess Property Value CHAPTER 3 Assessment Notices Sent Assessors must send a written notice if your total assessment changes by any amount. Assessment Notice New Property Value = $200,000 CHAPTER 4 Appealing the Assessment Questions about your assessed value? Call your assessor for an Open Book appointment. As a property owner, you have rights to disagree. ?? ?? ? What factors did you consider? How does my home differ from my neighbor’s? What are comparable sales? CHAPTER 5 Assessed Value and Property Taxes An increase or decrease in assessed value doesn’t always mean an increase or decrease in your property taxes. In the end, you should feel comfortable with the process and knowing your property’s story was told with care. To learn more, visit our website www.apraz.com. Property Tax Bill Final Assessed Value Property Taxes Due Tax Ratex VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 6 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANT 2022 2023 $200,000 .020 $4,000 Assessed Value: x Mill Rate: Taxes: $250,000 .016 $4,000 Assessed Value: x Mill Rate: Taxes: WHAT’S A MILL RATE? An increase in assessed value does not equate to an increase in your taxes. With a 25% increase in assessment value, an increase of assessed value could lead to no increased tax. YOUR INSPECTION INCLUDES • Review notes of the property and the current property conditions in our database. • Location of property permits in the windows or elsewhere on the property. • When we arrive, we'll knock or ring the doorbell and explain why we are visiting (remodel, new construction, permit). • If no one is home, we will leave a door tag. PERMITS Verify when permit was complete. Flag for another visit if not complete. Update sketch of property. Take exterior image if complete. INTERIOR Least Common Validate measurements. Verify any recent enhancements. Inspect condition of interior. Review property data. No images taken inside. EXTERIOR Most Common Validate measurements. Verify recent enhancements. Check property data. Take new exterior images. NEWCONSTRUCTION Verify percent complete. Flag for another visit if not complete. Review the construction plans. Create a sketch of the property. Take exterior image. COMMON INSPECTION TYPES EXAMPLES OF SOCIAL MEDIA POSTS VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 7 CITY OF OSHKOSH • Primary Contact • Lead Assessor • Responsible for Assessments • Open Book & Board of Review representative • Public Relations/spokesperson WE CREATE MAXIMUM TEAM SUPPORT President VP of Maintenance Services VP and Chief Information Officer Project Manager Personal Property Specialist Project Technician Staff Appraiser • Assists the Project Manager • Responds to Property Owner inquiries • Knowledgeable, professional support Appraising Property, Not People Our firm considers property, not people, when establishing assessed values. We leave out the affordability factor when setting our values. We review property without the influence of friends, neighbors and enemies. Our only intent is to establish true market values. Experience & Training Our appraisers not only have their own education and experience as a foundation, but also draw upon the collective knowledge of the entire team. Our firm has been in the municipal mass appraisal business for over 60 years. All members of our customer service staff are certified by the Wisconsin Department of Revenue as Assessment Technicians, and all project managers are certified Level II Assessors. Immunity to Pressures We as the “outside assessor” are independent of local creditors and business influence. We do not run for public office, therefore we are not seeking constituents’ votes. We have the freedom to establish values as the market dictates, without a concern for public pressures. Accepted Standard & Proven Methodology We utilize industry standard methodology to determine values. We are highly skilled at incorporating the cost approach, market approach and income approach in our valuation models. We abide by the standards set in the Wisconsin Department of Revenue Assessors’ Manual Volume 11, and The Marshall and Swift Cost Guides. The market approach is our primary method of valuation when adequate sales data is available. Customer Inquiries When taxpayers need questions answered, we have a large staff of highly trained technicians ready with the answer. Municipal officials are spared the task of researching and answering the endless stream of technical questions from property owners . Customer/ Public Access Our courteous and professional staff is experienced at handling all types of inquires from municipalities, taxpayers, realtors and financial institutions. Our records are public, and are easily available through the Internet, e-mail, fax or phone. Our website offers municipalities and property owners access to their information at any time day or night. Our office hours are Monday through Friday, 8:00a.m. - 4:00 p.m. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 8 CITY OF OSHKOSH DESIGNATED REPRESENTATIVES OUR FIRM’S LEADER Mark Brown President About Mark Assessor with vast experience performing reviews, inspections and appraisals of property using independent discretion and judgment within the guidelines set forth by statutory requirements, and department policies and procedures. Experienced municipal Assessor, having successfully performed over 200 full-scale municipal revaluations, and successfully served as chief assessor for towns, villages, and cities throughout the state of Wisconsin. Summary of Qualifications • 20 years experience in appraisal and assessment. • Considerable ability to communicate complex information tactfully and effectively, both orally and in writing, with state regulatory agencies, county regulatory agencies, elected officials, municipal staff, and the general public. • In-depth knowledge of accepted principals, methods and techniques of property appraisal including computerized assessment systems. • Extensive knowledge of all laws and regulations pertinent to local tax assessments. • Strong knowledge of real estate property values and land economics. • Ability to accurately perform mathematical calculations, analyze data, and prepare reports. • Experience working with a variety of mass appraisal computer systems, including Market Drive, GSA, Microsolve, GVS, MCost, Vision, Universe, and others. • Strong project management skills including the ability prioritize projects and to organize, plan and direct the work of staff. • Ability to read and interpret a wide variety of legal documents. • Successful experience in defending valuations at Open Book, Board of Review, Department of Revenue appeals and Circuit Court. Certifications • WI60828CA • Assessor III Certification • Assessor II Certification Professional Experience Associated Appraisal Consultants, Inc., Appleton, Wisconsin 2004 – Present Career Growth @ AAC Staff Appraiser > Director of Project Management > President Education St. Norbert College, De Pere, Wisconsin Bachelor of Business Administration, 2004 Contact W62237 Neubert Road, Appleton, WI 54942 Email: mabrown@apraz.com Direct: (920) 224-8802 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 9 CITY OF OSHKOSH DESIGNATED REPRESENTATIVES YOUR KEY CONTACT Dean Peters Vice President of Maintenance Services About Dean A skilled and experienced municipal Assessor, having successfully performed over 200 full- scale municipal revaluations, and successfully served as chief assessor for towns, villages, and cities throughout the state of Wisconsin. Summary of Qualifications • 25 years experience in appraisal and assessment. • In-depth knowledge of professionally accepted appraisal practices for residential, commercial, multi-family and agricultural property. • Full working knowledge of laws and regulations pertaining to local property tax assessment. • Strong knowledge of real estate property values and land economics. • Extensive experience with analysis of trends in market value based on real estate sales. • Familiarity with variations in building construction costs throughout Wisconsin. • Extensive experience with appraisal of high-value lakefront property. • Successful experience in defending valuations at Open Book, Board of Review, Department of Revenue appeals and circuit court. • Experience working with a variety of mass appraisal computer systems, including Market Drive, GSA, Microsolve, GVS, MCost, and others. • Ability to effectively communicate complex information with state and local government, elected officials, municipal staff, the media, and general public. • Involved in managing, training, and educating of assessment staff. Certifications • WI77308CA • Assessor III Certification • Assessor II Certification • Assessor I Certification • Property Appraiser Professional Experience Associated Appraisal Consultants, Inc., Appleton, Wisconsin 1999 – Present Career Growth @ AAC Staff Appraiser > Project Manager > Director of Project Management > VP of Maintenance Services Education University of Wisconsin, Madison Bachelor of Arts, 1999 Contact W62237 Neubert Road, Appleton, WI 54942 Email: dpeters@apraz.com Direct: (920) 224-8803 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 10 CITY OF OSHKOSH 20 2 3 A A C M U N I C I P A L I T I E S OV E R $ 1 B I L L I O N I N E Q U A L I Z E D V A L U E *Complete client list available upon request. *Municipality Population 2023 Equalized Value Total Parcel Count Type of Assessment Services City of Middleton 21,050 $5,136,907,300 7,460 Maintenance (2022 Revaluation) City of Verona 12,737 $3,988,131,200 5,405 Maintenance (2022 Revaluation) Village of Germantown 20,686 $3,929,189,400 8,672 Maintenance (2019 Revaluation) City of Neenah 26,333 $3,107,857,600 10,387 Maintenance (2023 Revaluation) Village of Waunakee 14,399 $3,066,940,300 5,247 Maintenance (2023 Revaluation) City of Manitowoc 34,570 $3,022,332,000 13,738 Maintenance (2025 Revaluation) Town of Linn 2,459 $3,010,462,200 3,183 Maintenance (2019 Revaluation) Village of Richfield 11,948 $2,557,956,000 5,872 Maintenance (2021 Revaluation) City of Lake Geneva 8,504 $2,260,598,500 5,051 Maintenance (2023 Revaluation) Village of Sussex 11,373 $2,259,570,900 4,200 Full Value Maintenance Village of Lake Delton 2,900 $2,152,548,100 4,175 Maintenance (2024 Revaluation) Village of Deforest 10,624 $2,085,360,300 4,212 Full Value Maintenance City of Hartford 15,870 $2,015,267,500 6,011 Maintenance (2022 Revaluation) Village of Grafton 11,989 $2,013,893,300 4,167 Maintenance (2020 Revaluation) City of Menasha 17,468 $1,734,048,800 5,259 Full Value Maintenance Town of Liberty Grove 1,786 $1,601,533,700 4,627 Full Value Maintenance City of Port Washington 11,954 $1,594,172,800 4,621 Maintenance (2021 Revaluation) Village of Fox Point 6,826 $1,592,808,900 2,664 Maintenance (2023 Revaluation) Village of Little Chute 11,947 $1,462,895,500 3,907 Maintenance (2021 Revaluation) City of Sturgeon Bay 9,542 $1,456,712,100 4,619 Maintenance (2020 Revaluation) Town of Westport 4,038 $1,441,668,300 2,906 Maintenance (2019 Revaluation) Village of Mukwonago 8,126 $1,436,940,800 3,138 Maintenance (2024 Revaluation) Town of Mukwonago 7,979 $1,408,313,700 3,381 Maintenance (2024 Revaluation) Village of Williams Bay 2,614 $1,396,515,100 2,507 Maintenance (2022 Revaluation) Village of Pewaukee 7,883 $1,361,836,700 2,945 Maintenance (2023 Revaluation) Village of Twin Lakes 6,388 $1,354,185,700 4,098 Maintenance (2024 Revaluation) City of Fort Atkinson 12,395 $1,352,486,400 4,600 Maintenance (2023 Revaluation) CITY OF OSHKOSH VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 11 CITY OF OSHKOSH WORK PROPOSAL REFERENCES City of Hartford Steve Volkert City Administrator 109 N Main Street Hartford, WI 53027 262-673-8204 svolkert@ci.hartford.wi.us City of Verona Brian Lamers Finance Director / City Treasurer 111 Lincoln Street Verona, WI 53593 608-848-9949 brian.lamers@ci.verona.wi.us City of Middleton Bill Burns Finance Director 7426 Hubbard Ave. Middleton, WI 53562 608-821-8356 bburns@cityofmiddleton.us City of Neenah Chris Haese Director of Community Development 211 Walnut St. Neenah, WI 54956 920-886-6125 chaese@ci.neenah.wi.us VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 12 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANTS, INC. 12 WORK PROPOSAL COMMERCIAL ASSESSMENT SERVICES COST For over 60 years, AAC has been a trusted partner in providing Wisconsin municipalities with general assessment and revaluations services. We have extensive experience with commercial valuations near the City of Oshkosh and throughout the state. Our annual commercial maintenance assessment services will meet or exceed all City expectations. Annual scope of work expectations will be discussed and outlined prior to final contract commitments. The figures below are for the assessment years 2025, 2026 and 2027 beginning not later than January 1, 2025. Assessment Services 2025 2026 2027 TOTAL Total Annual Compensation Rate $65,000 $67,500 $70,000 $202,500 Annual Maintenance Services Included Included Included Included Revaluation Services(See page 13)Not Included Not Included Not Included Not Included CAMA Software (City Provided)Not Included Not Included Not Included Not Included Office Hours at City Hall Optional Optional Optional Optional Property Listing Services Not Included Not Included Not Included Not Included Web Hosting of Assessment Data Optional Optional Optional Optional Educational Outreach Program Included Included Included Included Postage & Mailing Services Not Included Not Included Not Included Not Included Open Book & Board of Review Included Included Included Included *TOTAL $65,000 $67,500 $70,000 $202,500 ASSESSMENT SOFTWARE AAC is flexible regarding the computer-aided mass appraisal (CAMA) software to be used in the City of Oshkosh and looks forward to discussing potential options and the best choice for the city’s needs both short and long term. *The above fee(s) for each year of this proposed contract (2025, 2026, and 2027) are in not-to exceed sums including all labor, materials, transportation costs, meals, lodging, Open Book and Board of Review expenses. There would be separate charges for those services identified as not included and or optional as applicable each assessment year. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 13 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANTS, INC. 13 WORK PROPOSAL OPTIONAL REVALUATION SERVICES Our revaluation assessment services will meet or exceed all requirements described in the Wisconsin Property Assessment Manual. Optional add-on assessment services for a revaluation would be in addition to the price of annual maintenance (see page 12). The figures below are for conducting a revaluation of only commercial classified parcels during the 2025 or 2026 assessment year. Cost of Services Full Inspection Revaluation $285,000 Exterior Only Revaluation $245,000 Interim Market Update Revaluation $160,000 Full & Exterior Onsite Revaluations AAC would physically inspect 100% of the taxable improved commercial properties in one year and update assessment records. All taxable parcels would be updated to reflect recent market value sales utilizing mass appraisal methods. A full inspection revaluation would include both interior walkthroughs and exterior inspections to update pictures and sketches. The exterior only revaluation option would only include onsite exterior inspections. All taxable commercial class parcels would be updated to reflect recent market value sales utilizing mass appraisal methods. Only those parcels with “Maintenance” related reasons to visit would be inspected onsite. This option works best when the property record card information is deemed reliable and a full inspection or exterior only revaluation has been completed within the last five years and the overall assessment level shows an unacceptable degree of variance in some neighborhoods, property types or classes. Without knowing the full extent of your existing property assessment records there would be additional charges should onsite inspections be needed to correct or collect missing property information. Annual Maintenance Assessment Services Not Included (see page 12) Assessment CAMA Software Not Included Web Hosting of Assessment Data Optional Educational Outreach Program Included Postage & Mailing Services Not Included Open Book & Board of Review Included Interim Market Update Revaluation VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 14 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANTS, INC. 14 WORK PROPOSAL ADDITIONAL SERVICES Cost of Services Statutory Assessor $60,000 City Hall Office Hours $24,000/year Monthly Parking Permit Fee $25/permit Annually Interim Assessor (November/December)$10,000 Statutory Assessor AAC would provide a state certified assessor who would generally be responsible for the oversight, review and validation of assessment functions performed by the City including the filing of all required state reports. AAC will act in an advisory capacity to City Assessment staff, including providing guidance and training to personnel with respect to assessment information, practices, and procedures customarily utilized by AAC. AAC would primarily be responsible for all listing, valuation and processing of appeals for all property classified as commercial under Wisconsin Statues 70.32(2) and would be available to assist City staff for all other classified parcels. Additional field inspections or valuation work conducted by AAC for non- commercial classified parcels would require a separate agreement. City Hall Office Hours AAC would provide an additional (24) days of in-person “Office Hours” onsite at the Oshkosh City Hall. The City would be expected to provide appropriate office space and or meeting space for the Assessor to meet with property owners during these hours. AAC anticipates normal office hours would be two days per month but can establish a different schedule with the City as needed. These are additional days beyond open book and board of review required meetings. Monthly Parking Permit Fee AAC would continue to use City supplied Market Drive CAMA system or mutually agreed upon CAMA system to maintain and implement the parking permit fee process. Manufactured and Mobile home statement of monthly municipal permit fee calculations would be completed for each permit. Assessor would maintain existing property record data for each account as contained on the PA-117 form, Manufactured & Mobile Home Valuation Worksheet or similarly approved form as prescribed in the Wisconsin Property Assessment Manual. There would be additional costs if existing property records were deficient and AAC needed to verify and collect missing data by conducting additional onsite inspections of each site subject to monthly municipal permit fee. Normal onsite inspections for new buildings moved in during the annual assessment cycle would be no additional charge. CITY OF OSHKOSH ADDENDUM A | Accuracy in Assessment Work Comparison A1 B | Certificate of Insurance B1 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. A1 CITY OF OSHKOSH Associated Appraisal Consultants, Inc. Village of DeForest Village of Sussex City ofHartford City ofVerona City ofMiddleton WPAM & IAAO Standards 2022 Equalized Value $1,828,925,000 $1,921,321,200 $1,844,911,200 $3,629,798,500 $4,775,023,600 Scope of Work Full Value Full Value Exterior Revaluation IMU Revaluation IMU Revaluation # of Residential Sales 156 141 225 176 264 Aggregate Ratio 90.21 81.45 95.18 87.58 87.77 100.00 Mean Ratio 89.64 82.95 96.01 88.08 88.69 100.00 Median Ratio 88.48 82.96 95.91 87.95 88.72 100.00 Coefficient of dispersion 8.56 10.32 6.15 6.69 8.94 5 - 10 Coefficient of concentration 83.3 80.9 92.4 92.1 79.9 80 - 100 Price Related Differential 0.99 1.02 1.01 1.01 1.01 0.98 - 1.03 2022 Level of Assessment 96.45 93.23 101.63 94.97 95.21 90 - 110 Demonstration of Accuracy in Assessment Work A major objective of assessment/sales ratio studies is to determine the degree of assessment uniformity. This measure of assessment performance is gauged by looking at the level of assessment and the degree to which individual assessments differ from that level. The below ratio studies only include transactions of valid or arm’s-length sales in accordance with the Wisconsin Property Assessment Man- ual. Sales data and statistics correspond to the calendar year of the sale as recorded via the Real Estate Transfer Return provided to the Assessors office. A series of ratios by itself does not tell much about assessment performance. A basic understanding of statistics is needed to successfully interpret the following ratios as published by the Wisconsin Department of Revenue each year. Accurate Appraisal City of Oconomowoc City of De Pere City of Watertown Village of Fox Crossing City of Onalaska WPAM & IAAO Standards 2022 Equalized Value $3,160,762,900 $2,887,309,500 $1,958,383,300 $2,284,883,200 $2,616,780,700 Scope of Work Full Value Full Value Exterior Revaluation Full Value Full Value # of Residential Sales 303 357 331 259 234 Aggregate Ratio 84.64 86.09 87.97 88.77 87.46 100.00 Mean Ratio 89.10 93.40 92.32 91.20 94.43 100.00 Median Ratio 89.32 87.46 87.93 88.80 89.62 100.00 Coefficient of dispersion 16.20 21.33 20.15 17.50 16.99 5 - 10 Coefficient of concentration 68.7 66.7 58.9 64.9 64.1 80 - 100 Price Related Differential 1.05 1.08 1.05 1.03 1.08 0.98 - 1.03 2022 Level of Assessment 99.01 95.82 100.68 100.21 97.87 90 - 110 Aggregate ratio—As applied to real estate, the ratio of the total assessed value to the total selling price. Advantage is that it takes dollar values into ac- count. Disadvantage is that it is sensitive to extreme ratios. Mean ratio—A measure of central tendency equal to the sum of the values divided by the number. Also referred to as arithmetic average or arithmetic mean. Advantage is that it is easily calculated and understood. Disadvantage is that it is sensitive to extreme ratios. Median ratio—A measure of central tendency equal to that point in a distribution above which 50% of the values fall and below which 50% of the values fall. The 50th percentile is the 2nd quartile. The median is the ratio in the middle. Advantage is that it is not sensitive to extreme ratios. Coefficient of dispersion—As applied to an assessment-to-sale ratio distribution, is the average distance in percentage terms that individual ratios lie from the median ratio. A reasonable dispersion is 10% - 15%; good is under 10%. Big is bad. Coefficient of Concentration—A single statistic expressed in percentage terms which tells how many ratios are within +/- 15% of the median ratio. Price-related differential—As applied to real estate, an analytical measure of the vertical uniformity of values in a given distribution calculated by dividing the mean ratio by the aggregate ratio; a ratio of more than one being generally indicative of the relative undervaluation of high priced properties as com- pared to the less valuable properties, whereas a ratio of less than 1 would indicate the converse relationship. Price-related differentials above 1.03 tend to indicate assessment regressivity; price-related differentials below .98 tend to indicate assessment progressivity. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. B1 CITY OF OSHKOSH ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSDWVD PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A(Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement onthis certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD ASSOC02 OP ID: JS 07/11/2023 DAVID VAN BOOGARDADEMINO & ASSOCIATES1001 TRUMAN P O BOX 99KIMBERLY, WI 54136-0099DAVID VAN BOOGARD 920-734-3110 920-734-6027 dvanboogard@ademino.com WEST BEND MUTUAL INS ACCELERANT SPECIALTY INSURANCEASSOCIATED APPRAISAL CONSULTANTS INC& GP ACQUISITION INCPO BOX 291GREENVILLE, WI 54942 A X 1,000,000 X A323069 08/16/2022 08/16/2023 300,000 10,000 1,000,000 3,000,000 2,000,000 1,000,000A X A323069 08/16/2022 08/16/2023 XX 3,000,000A A323069 08/16/2022 08/16/2023 3,000,000 WAIVEDX XA A339201 08/16/2022 08/16/2023 100,000N100,000 500,000 B S0004PL00101401 08/16/2022 08/16/2023 $10000DED 1,000,000 SAMPL-1 SAMPLE CERTIFICATE 920-734-3110 15350 16890 ERRORS & OMISSIONS CERTIFICATE OF INSURANCE TO :T O :Honorable Mayor and Members of the Common Council FRO M :FRO M :Kelly Nieforth, Director of Community Development D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Res 24-548 Approve Professional Service Agreement with Associated Appraisal Consultants, Inc. for Three (3) Year Annual Maintenance for Commercial Assessment Services ($202,500) B A C KGRO UN DBACKGROUND In 2012, the city completed a reorganization of the Assessor's Division and determined that contracting for commercial assessment services would be more cost-effective for the city. In 2013, Tyler Technologies was hired to provide commercial assessment services on an annual basis. Since 2013, the contract for Tyler Technologies was reviewed every three years and was awarded on an annual basis with the most recent in late 2023. A N A L Y SI SANALYSIS The scope of services includes annual maintenance of all commercial property assessments. Looking ahead to 2025, City staff reached out to multiple consultants who are qualified to provide commercial assessment services and requested proposals for their services. In addition to the annual commercial assessment services needed, City staff also obtained proposals for commercial assessment services from consultants for the 2025 revaluation. The City has selected Associated Appraisal Consultants, Inc. for the 2025 Commercial Assessment Revaluation due to their proven track record of providing quality appraisal services for other Wisconsin municipalities. Beyond the revaluation, City staff recommends entering into a three (3) year agreement for the annual maintenance of commercial assessment services for years 2025, 2026, and 2027. Associated Appraisal Consultants, Inc. will provide in-office services weekly or biweekly throughout the year and during Open Book and Board of Review periods. They expect to update 350 commercial property records per year, including completing field visits to measure and verify dimensions, inspecting interiors as needed, and updating property listings. FI SC A L I M P A CTFISCAL I M P A C T The Professional Service Agreement would cost $202,500 over the planned three years and will be funded within the Assessor's Division annual operating budget. The cost will be $65,000 in 2025, $67,500 in 2026 and $70,000 in 2027 for a total of $202,500. REC O M M E N D A TI ONRECOMMENDATION The City Council approves the professional services agreement with Associated Appraisal Consultants, Inc. for the three-year annual maintenance for commercial assessment services for $202,500. A t t a chment sAttachments Res 24-548 AAC - City of Oshkosh 2025-2027 Assessment Services Proposal 10/08/2024 24-548 RESOLUTION LAID OVER PURPOSE: APPROVE PROFESSIONAL SERVICE AGREEMENT WITH ASSOCIATED APPRAISAL CONSULTANTS, INC. FOR THREE YEAR ANNUAL MAINTENANCE FOR COMMERCIAL ASSESSMENT SERVICES ($202,500) INITIATED BY : COMMUNITY DEVELOPMENT BE IT RESOLVED by the Common Council of the City of Oshkosh that the proper City officials are hereby authorized to enter into and take those steps necessary to implement an appropriate professional services agreement with Associated Appraisal Consultants, Inc. for three year annual maintenance for commercial assessment services in the amount of $202,500. Acct. No. 100-0080-6417-00000 Assessor General Fund ASSESSMENT SERVICES PROPOSAL 2025–2027 Qualifications and supporting documentation ASSOCIATED APPRAISAL CONSULTANTS, INC. PREPARED FOR CITY OF OSHKOSH September 27, 2024 VILLAGE OF SUSSEX CITY OF OSHKOSH September 27, 2024 Kelly Nieforth Community Development Director City of Oshkosh Dear Ms. Nieforth: I am pleased to provide the City of Oshkosh with a proposal for assessment services including a revaluation of commercial class parcels for 2025 and annual maintenance for the 2025, 2026, and 2027 assessment years. Associated Appraisal Consultants, Inc. has been in the mass appraisal business since 1959. Our primary focus is municipal assessment through annual maintenance and revaluation programs. We currently serve as statutory assessor for more than 250 Wisconsin municipalities with a diverse variety of property types, ranging from the mansions of Lake Geneva to the unique properties of Wisconsin Dells, as well as Lake Superior communities and everything in between. We offer unparalleled service and expertise. While our assessors are in the field, our administrative staff is in the office, Monday through Friday, to assist our clients, property owners, and businesses. Our staff is highly trained, and we pride ourselves on being prompt and professional when taking phone calls or responding to emails from property owners. We also provide an optional service to our clients to have their municipal assessment records posted on our website. The website offers easy-to-use search criteria and shows land and improvement data, including digital photos of all properties within the municipality. Please visit our website at www.apraz.com and click on “Property Search.” Our professional image also sets us apart from other assessment firms. When fieldwork begins, your residents can readily identify the Associated Appraisal Consultants team by our fleet of trucks clearly displaying our company name and logo. In addition, field appraisers wear company clothing and carry photo ID tags and letters of introduction from the City while conducting onsite inspections. Associated Appraisal Consultants, Inc. uses cutting-edge computer-aided mass appraisal software to capture and create modern computerized assessment records. Our records include digital photographs, computerized sketches of buildings, a map indicating location of property, sales data, permitting information and all owner correspondence. We continually invest to utilize the latest technology to serve our customers. This is our business. We are proud of the reputation we have in the industry, from both our clients and state equalization officials. We put our best foot forward with every opportunity. We welcome with great enthusiasm the prospect of working with you! Respectfully, Mark Brown President W62237 Neubert Road Appleton, WI 54942 p (920) 749-1995 f (920)-731-4158 apraz.com VILLAGE OF SUSSEX CITY OF OSHKOSH OUR MISSION To provide our municipal clients the highest standard of assessing services. We do so by following sound assessing methodology, developing municipal equity without bias and providing a professional, courteous staff. Our experienced and knowledgeable team is here to serve you and your property owners. VILLAGE OF SUSSEX CITY OF OSHKOSH TABLE OF CONTENTS COMPANY OVERVIEW 1-2 Accuracy Matters 3 Assessment Cycle 4 Education Outreach Program 5-6 PROPOSAL REQUIREMENTS Designated Representatives / Team Support 7-9 Firm Qualifications 10 References 11 Maintenance Assessment Services Cost 12 Revaluation Services Costs 13 Additional Services 14 ADDENDUM Accuracy in Assessment Work Comparison A Sample Certificate of Insurance B VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 1 CITY OF OSHKOSH BY THE NUMBERS Associated Appraisal serves over 250 municipalities throughout the state of Wisconsin containing a total inventory of approximately 700,000+ real estate parcels and 30,000+ personal property accounts for a total assessed value of over $87 billion making us the largest mass appraiser in Wisconsin. When you call our office, Monday through Friday, you will be greeted by a friendly voice ready to direct your inquiry to an appropriate team member who will be happy to assist you. Our website offers links to important information and access to property assessment records twenty-four (24) hours per day. Each municipal client has a primary point of contact, the project technician, providing a consistent relationship with the Associated Appraisal team. Our corporate office is in Appleton with satellite offices in Lake Geneva (Southern) and Hurley (Northern). CITIES TOWNS VILLAGES OUT OF 72 COUNTIES Who we serve Why AAC? Associated Appraisal has been in the mass appraisal business since 1959. Our primary focus is municipal assessment through maintenance and revaluation programs. Our client base is divided between providing services directly to municipalities by acting as their statutory assessor or supporting the local municipal assessor. Associated Appraisal maintains a professional image in the field, at the Open Book, and Board of Review hearings. For identification in the field, our staff members carry letters of introduction for the municipality, wear company ID tags and apparel, and drive red company vehicles clearly identified as part of the Associated Appraisal fleet. ACTIVE TIDs (Tax Incremental Districts)MOBILE HOME COMMUNITIES in 26 municipalities with over 4,000 sites subject to monthly permit fee 45 131 75 60 302 62 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 2 CITY OF OSHKOSH COMPANY OVERVIEW Associated Appraisal adheres to the Wisconsin Property Assessment Manual and the annual timelines as developed by the Wisconsin Department of Revenue. ASSOCIATED APPRAISAL CONSULTANTS, INC. W62237 Neubert Road Appleton, WI 54942 Phone: (920) 749-1995 Fax: (920) 731-4158 Website: apraz.com Mark Brown President W62237 Neubert Road Appleton, WI 54942 Email: mabrown@apraz.com Direct: (920) 224-8802 WE DO ASSESSMENTS RIGHT Assessment documentation is what sets Associated Appraisal above the rest. For property owners demanding answers to assessment methodology, we document all aspects of a maintenance or revaluation project. Our property records include: • land data • improvement attributes • sketch and pictures • current and historical sales data • applicable appraisal reports • property maps • and any additional documentation needed to defend values • current assessment levels • property sale attributes with recent pictures • all database data for valuation tables • a detailed sales analysis • applicable appraisal reports • property maps • any additional reports needed to support values Each year, maintenance and/or revaluation guidebooks are prepared for use during Open Book or Board of Review to aid in understanding the appraisal methodology used and provide the public with data used in our analysis. Included in these reports: We’re dedicated to your success. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 3 CITY OF OSHKOSH ACCURACY MATTERS Simply put, Associated Appraisal’s property record database management, valuation practices, and assessment documentation sets us above the rest. A few examples of areas Associated Appraisal outperforms the competition CUSTOMER SERVICE AAC excels in customer service. While other companies seem to avoid the hard questions from homeowners, AAC responds quickly and respectfully as we have nothing to hide and believe in transparency. We have the most Level II and III assessors in the state. We work together as a team to provide the highest level of customer service. LONG-TERM RELATIONSHIPS AAC doesn’t chase municipalities because they have good assessment data. Many times, when AAC contracts with a new municipality, the data we receive is out of compliance. It is important to be mindful of competitors who “chase after” AAC municipalities because of the high-quality work we perform. We believe in mutually beneficial long-term relationships with municipalities and not short-term profits. INTEGRITY Ethical behavior is at the core of AAC’s culture... We unwaveringly hold employees accountable to the highest standards. Public trust in our performance is the foundation of our credibility. QUALITY OF WORK AAC is superior time and time again in assessment equity and uniformity. This can be seen in our assessment- to-sale ratio studies after conducting a revaluation. While our competitors factor values to gain statutory compliance, AAC takes pride in precise CAMA modeling, data collection, and great attention to detail throughout all aspects of the assessment process. This results in a much higher quality of work which will save municipalities money and future headaches/complaints in the long run. Inferior work conducted by our competitors results in homeowner frustration and unfair assessments. APPRAISAL TRAINING AAC has highly trained and competent appraisal staff, which is the foundation for collecting quality data. AAC invests in its appraisal staff with individualized training and utilizes the latest technologies. This results in appraisers who professionally interact with homeowners and gather the most accurate data. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 4 CITY OF OSHKOSH ASSESSMENT CYCLE The following summary of events is not all inclusive but identifies significant primary activities, deadlines and timeframes during a typical annual maintenance year. Assessor receives and requests for property tax exemption (form PR-230). These exemption requests are carefully reviewed. Assessor makes a determination either to grant or deny the exemption and responds in writing to the requester. Assessment-to-sale ratio analysis is conducted to determine an estimated level of assessment (assessment ratio), along with monitoring equity and uniformity of assessments as compared to sales. Notices of changed assessment are mailed along with informational inserts to help explain the process and direct property owners to helpful information sources such as our website and the DOR publications. MARCH MAY/JUNE APRIL JANUARY/FEBRUARY All property records are updated to reflect important changes that have occurred since the prior assessment year, such as new construction, building permits, zoning or land use changes, ownership and mailing updates among other things. All real estate sales from the previous year are reviewed and validated by the assessor. All required property record data is electronically sent to the Wisconsin Department of Revenue (DOR). A new assessment roll is prepared, including parcel changes from annexations, splits, and merges, as well as ownership changes from sales. Field inspections are conducted as needed for all parcels impacted by the events listed above along with all previous partial assessments from the prior assessment year. Open book and Board of Review dates along with general assessment timelines and public relation plans are set with the municipal Clerk. Open book meeting(s) is either held in-person or over the phone. Property owners may contact AAC at any time to ask questions or to find out how their assessment was determined.Assessor attends the Board of Review (BOR) meeting(s) to deliver the final assessment roll and to defend assessed values in the event of any appeals. AAC provides reports to the BOR showing such things as net new construction values, estimated level of assessment, and the municipality’s compliance status with state requirements. Final assessment values are balanced with the County along with timely filing of all required reports with the DOR, such as the Municipal Assessment Report (MAR). VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 5 CITY OF OSHKOSH WORK PROPOSAL • VALUE ADD OUR EDUCATION OUTREACH PROGRAM SOCIAL MEDIA We provide helpful educational content to share on social media platforms. TOOLKIT FOR MUNICIPALITIES We provide an online toolkit for municipalities rich with resources to enhance the communication process. NOTICES We mail out notices to inform property owners of upcoming assessment work. ONLINE RESOURCES Our website is rich with educational content. We have also created YouTube Videos and Infographics to help make the assessment process more understandable/ interesting. TECHNOLOGY From digital data collection to our cloud-based solutions, we are modernizing the assessment process end to end. We understand the importance of having a strong, proactive communication and education program to help you engage with your community’s property owners. As we have learned from over 60 years of doing this work, being open and transparent with property owners as you begin assessments is critical. We will partner with you to supply you with content, data, key communication pieces, and a public relations plan that will rectify misconceptions, eliminate inaccuracies, and garner the support of your community as we provide you with the very best, technically sound assessment services — free from errors and defensible from an equity standpoint. We stake our reputation on it and it’s why we’ve been Wisconsin’s preferred assessor for decades. We’re in this together! Property Inspection Assessor Determines Assessed Property Value Your Property’s Valuation Story As property appraisers, it’s our job to tell the story of your home’s value with care. Our quick and courteous assessors will review your home’s: They might ask a few questions. CHAPTER 1 • Size • Condition • Amenities • And more Has there been any interior remodeling? How many bedrooms and bathrooms? When did you add a deck in the backyard? CHAPTER 2 To further the story, we consider several factors. Inspection Results + Property Data Sales Data Assess Property Value CHAPTER 3 Assessment Notices Sent Assessors must send a written notice if your total assessment changes by any amount. Assessment Notice New Property Value = $200,000 CHAPTER 4 Appealing the Assessment Questions about your assessed value? Call your assessor for an Open Book appointment. As a property owner, you have rights to disagree. ?? ?? ? What factors did you consider? How does my home differ from my neighbor’s? What are comparable sales? CHAPTER 5 Assessed Value and Property Taxes An increase or decrease in assessed value doesn’t always mean an increase or decrease in your property taxes. In the end, you should feel comfortable with the process and knowing your property’s story was told with care. To learn more, visit our website www.apraz.com. Property Tax Bill Final Assessed Value Property Taxes Due Tax Ratex VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 6 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANT 2022 2023 $200,000 .020 $4,000 Assessed Value: x Mill Rate: Taxes: $250,000 .016 $4,000 Assessed Value: x Mill Rate: Taxes: WHAT’S A MILL RATE? An increase in assessed value does not equate to an increase in your taxes. With a 25% increase in assessment value, an increase of assessed value could lead to no increased tax. YOUR INSPECTION INCLUDES • Review notes of the property and the current property conditions in our database. • Location of property permits in the windows or elsewhere on the property. • When we arrive, we'll knock or ring the doorbell and explain why we are visiting (remodel, new construction, permit). • If no one is home, we will leave a door tag. PERMITS Verify when permit was complete. Flag for another visit if not complete. Update sketch of property. Take exterior image if complete. INTERIOR Least Common Validate measurements. Verify any recent enhancements. Inspect condition of interior. Review property data. No images taken inside. EXTERIOR Most Common Validate measurements. Verify recent enhancements. Check property data. Take new exterior images. NEWCONSTRUCTION Verify percent complete. Flag for another visit if not complete. Review the construction plans. Create a sketch of the property. Take exterior image. COMMON INSPECTION TYPES EXAMPLES OF SOCIAL MEDIA POSTS VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 7 CITY OF OSHKOSH • Primary Contact • Lead Assessor • Responsible for Assessments • Open Book & Board of Review representative • Public Relations/spokesperson WE CREATE MAXIMUM TEAM SUPPORT President VP of Maintenance Services VP and Chief Information Officer Project Manager Personal Property Specialist Project Technician Staff Appraiser • Assists the Project Manager • Responds to Property Owner inquiries • Knowledgeable, professional support Appraising Property, Not People Our firm considers property, not people, when establishing assessed values. We leave out the affordability factor when setting our values. We review property without the influence of friends, neighbors and enemies. Our only intent is to establish true market values. Experience & Training Our appraisers not only have their own education and experience as a foundation, but also draw upon the collective knowledge of the entire team. Our firm has been in the municipal mass appraisal business for over 60 years. All members of our customer service staff are certified by the Wisconsin Department of Revenue as Assessment Technicians, and all project managers are certified Level II Assessors. Immunity to Pressures We as the “outside assessor” are independent of local creditors and business influence. We do not run for public office, therefore we are not seeking constituents’ votes. We have the freedom to establish values as the market dictates, without a concern for public pressures. Accepted Standard & Proven Methodology We utilize industry standard methodology to determine values. We are highly skilled at incorporating the cost approach, market approach and income approach in our valuation models. We abide by the standards set in the Wisconsin Department of Revenue Assessors’ Manual Volume 11, and The Marshall and Swift Cost Guides. The market approach is our primary method of valuation when adequate sales data is available. Customer Inquiries When taxpayers need questions answered, we have a large staff of highly trained technicians ready with the answer. Municipal officials are spared the task of researching and answering the endless stream of technical questions from property owners . Customer/ Public Access Our courteous and professional staff is experienced at handling all types of inquires from municipalities, taxpayers, realtors and financial institutions. Our records are public, and are easily available through the Internet, e-mail, fax or phone. Our website offers municipalities and property owners access to their information at any time day or night. Our office hours are Monday through Friday, 8:00a.m. - 4:00 p.m. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 8 CITY OF OSHKOSH DESIGNATED REPRESENTATIVES OUR FIRM’S LEADER Mark Brown President About Mark Assessor with vast experience performing reviews, inspections and appraisals of property using independent discretion and judgment within the guidelines set forth by statutory requirements, and department policies and procedures. Experienced municipal Assessor, having successfully performed over 200 full-scale municipal revaluations, and successfully served as chief assessor for towns, villages, and cities throughout the state of Wisconsin. Summary of Qualifications • 20 years experience in appraisal and assessment. • Considerable ability to communicate complex information tactfully and effectively, both orally and in writing, with state regulatory agencies, county regulatory agencies, elected officials, municipal staff, and the general public. • In-depth knowledge of accepted principals, methods and techniques of property appraisal including computerized assessment systems. • Extensive knowledge of all laws and regulations pertinent to local tax assessments. • Strong knowledge of real estate property values and land economics. • Ability to accurately perform mathematical calculations, analyze data, and prepare reports. • Experience working with a variety of mass appraisal computer systems, including Market Drive, GSA, Microsolve, GVS, MCost, Vision, Universe, and others. • Strong project management skills including the ability prioritize projects and to organize, plan and direct the work of staff. • Ability to read and interpret a wide variety of legal documents. • Successful experience in defending valuations at Open Book, Board of Review, Department of Revenue appeals and Circuit Court. Certifications • WI60828CA • Assessor III Certification • Assessor II Certification Professional Experience Associated Appraisal Consultants, Inc., Appleton, Wisconsin 2004 – Present Career Growth @ AAC Staff Appraiser > Director of Project Management > President Education St. Norbert College, De Pere, Wisconsin Bachelor of Business Administration, 2004 Contact W62237 Neubert Road, Appleton, WI 54942 Email: mabrown@apraz.com Direct: (920) 224-8802 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 9 CITY OF OSHKOSH DESIGNATED REPRESENTATIVES YOUR KEY CONTACT Dean Peters Vice President of Maintenance Services About Dean A skilled and experienced municipal Assessor, having successfully performed over 200 full- scale municipal revaluations, and successfully served as chief assessor for towns, villages, and cities throughout the state of Wisconsin. Summary of Qualifications • 25 years experience in appraisal and assessment. • In-depth knowledge of professionally accepted appraisal practices for residential, commercial, multi-family and agricultural property. • Full working knowledge of laws and regulations pertaining to local property tax assessment. • Strong knowledge of real estate property values and land economics. • Extensive experience with analysis of trends in market value based on real estate sales. • Familiarity with variations in building construction costs throughout Wisconsin. • Extensive experience with appraisal of high-value lakefront property. • Successful experience in defending valuations at Open Book, Board of Review, Department of Revenue appeals and circuit court. • Experience working with a variety of mass appraisal computer systems, including Market Drive, GSA, Microsolve, GVS, MCost, and others. • Ability to effectively communicate complex information with state and local government, elected officials, municipal staff, the media, and general public. • Involved in managing, training, and educating of assessment staff. Certifications • WI77308CA • Assessor III Certification • Assessor II Certification • Assessor I Certification • Property Appraiser Professional Experience Associated Appraisal Consultants, Inc., Appleton, Wisconsin 1999 – Present Career Growth @ AAC Staff Appraiser > Project Manager > Director of Project Management > VP of Maintenance Services Education University of Wisconsin, Madison Bachelor of Arts, 1999 Contact W62237 Neubert Road, Appleton, WI 54942 Email: dpeters@apraz.com Direct: (920) 224-8803 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 10 CITY OF OSHKOSH 20 2 3 A A C M U N I C I P A L I T I E S OV E R $ 1 B I L L I O N I N E Q U A L I Z E D V A L U E *Complete client list available upon request. *Municipality Population 2023 Equalized Value Total Parcel Count Type of Assessment Services City of Middleton 21,050 $5,136,907,300 7,460 Maintenance (2022 Revaluation) City of Verona 12,737 $3,988,131,200 5,405 Maintenance (2022 Revaluation) Village of Germantown 20,686 $3,929,189,400 8,672 Maintenance (2019 Revaluation) City of Neenah 26,333 $3,107,857,600 10,387 Maintenance (2023 Revaluation) Village of Waunakee 14,399 $3,066,940,300 5,247 Maintenance (2023 Revaluation) City of Manitowoc 34,570 $3,022,332,000 13,738 Maintenance (2025 Revaluation) Town of Linn 2,459 $3,010,462,200 3,183 Maintenance (2019 Revaluation) Village of Richfield 11,948 $2,557,956,000 5,872 Maintenance (2021 Revaluation) City of Lake Geneva 8,504 $2,260,598,500 5,051 Maintenance (2023 Revaluation) Village of Sussex 11,373 $2,259,570,900 4,200 Full Value Maintenance Village of Lake Delton 2,900 $2,152,548,100 4,175 Maintenance (2024 Revaluation) Village of Deforest 10,624 $2,085,360,300 4,212 Full Value Maintenance City of Hartford 15,870 $2,015,267,500 6,011 Maintenance (2022 Revaluation) Village of Grafton 11,989 $2,013,893,300 4,167 Maintenance (2020 Revaluation) City of Menasha 17,468 $1,734,048,800 5,259 Full Value Maintenance Town of Liberty Grove 1,786 $1,601,533,700 4,627 Full Value Maintenance City of Port Washington 11,954 $1,594,172,800 4,621 Maintenance (2021 Revaluation) Village of Fox Point 6,826 $1,592,808,900 2,664 Maintenance (2023 Revaluation) Village of Little Chute 11,947 $1,462,895,500 3,907 Maintenance (2021 Revaluation) City of Sturgeon Bay 9,542 $1,456,712,100 4,619 Maintenance (2020 Revaluation) Town of Westport 4,038 $1,441,668,300 2,906 Maintenance (2019 Revaluation) Village of Mukwonago 8,126 $1,436,940,800 3,138 Maintenance (2024 Revaluation) Town of Mukwonago 7,979 $1,408,313,700 3,381 Maintenance (2024 Revaluation) Village of Williams Bay 2,614 $1,396,515,100 2,507 Maintenance (2022 Revaluation) Village of Pewaukee 7,883 $1,361,836,700 2,945 Maintenance (2023 Revaluation) Village of Twin Lakes 6,388 $1,354,185,700 4,098 Maintenance (2024 Revaluation) City of Fort Atkinson 12,395 $1,352,486,400 4,600 Maintenance (2023 Revaluation) CITY OF OSHKOSH VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 11 CITY OF OSHKOSH WORK PROPOSAL REFERENCES City of Hartford Steve Volkert City Administrator 109 N Main Street Hartford, WI 53027 262-673-8204 svolkert@ci.hartford.wi.us City of Verona Brian Lamers Finance Director / City Treasurer 111 Lincoln Street Verona, WI 53593 608-848-9949 brian.lamers@ci.verona.wi.us City of Middleton Bill Burns Finance Director 7426 Hubbard Ave. Middleton, WI 53562 608-821-8356 bburns@cityofmiddleton.us City of Neenah Chris Haese Director of Community Development 211 Walnut St. Neenah, WI 54956 920-886-6125 chaese@ci.neenah.wi.us VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 12 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANTS, INC. 12 WORK PROPOSAL COMMERCIAL ASSESSMENT SERVICES COST For over 60 years, AAC has been a trusted partner in providing Wisconsin municipalities with general assessment and revaluations services. We have extensive experience with commercial valuations near the City of Oshkosh and throughout the state. Our annual commercial maintenance assessment services will meet or exceed all City expectations. Annual scope of work expectations will be discussed and outlined prior to final contract commitments. The figures below are for the assessment years 2025, 2026 and 2027 beginning not later than January 1, 2025. Assessment Services 2025 2026 2027 TOTAL Total Annual Compensation Rate $65,000 $67,500 $70,000 $202,500 Annual Maintenance Services Included Included Included Included Revaluation Services(See page 13)Not Included Not Included Not Included Not Included CAMA Software (City Provided)Not Included Not Included Not Included Not Included Office Hours at City Hall Optional Optional Optional Optional Property Listing Services Not Included Not Included Not Included Not Included Web Hosting of Assessment Data Optional Optional Optional Optional Educational Outreach Program Included Included Included Included Postage & Mailing Services Not Included Not Included Not Included Not Included Open Book & Board of Review Included Included Included Included *TOTAL $65,000 $67,500 $70,000 $202,500 ASSESSMENT SOFTWARE AAC is flexible regarding the computer-aided mass appraisal (CAMA) software to be used in the City of Oshkosh and looks forward to discussing potential options and the best choice for the city’s needs both short and long term. *The above fee(s) for each year of this proposed contract (2025, 2026, and 2027) are in not-to exceed sums including all labor, materials, transportation costs, meals, lodging, Open Book and Board of Review expenses. There would be separate charges for those services identified as not included and or optional as applicable each assessment year. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 13 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANTS, INC. 13 WORK PROPOSAL OPTIONAL REVALUATION SERVICES Our revaluation assessment services will meet or exceed all requirements described in the Wisconsin Property Assessment Manual. Optional add-on assessment services for a revaluation would be in addition to the price of annual maintenance (see page 12). The figures below are for conducting a revaluation of only commercial classified parcels during the 2025 or 2026 assessment year. Cost of Services Full Inspection Revaluation $285,000 Exterior Only Revaluation $245,000 Interim Market Update Revaluation $160,000 Full & Exterior Onsite Revaluations AAC would physically inspect 100% of the taxable improved commercial properties in one year and update assessment records. All taxable parcels would be updated to reflect recent market value sales utilizing mass appraisal methods. A full inspection revaluation would include both interior walkthroughs and exterior inspections to update pictures and sketches. The exterior only revaluation option would only include onsite exterior inspections. All taxable commercial class parcels would be updated to reflect recent market value sales utilizing mass appraisal methods. Only those parcels with “Maintenance” related reasons to visit would be inspected onsite. This option works best when the property record card information is deemed reliable and a full inspection or exterior only revaluation has been completed within the last five years and the overall assessment level shows an unacceptable degree of variance in some neighborhoods, property types or classes. Without knowing the full extent of your existing property assessment records there would be additional charges should onsite inspections be needed to correct or collect missing property information. Annual Maintenance Assessment Services Not Included (see page 12) Assessment CAMA Software Not Included Web Hosting of Assessment Data Optional Educational Outreach Program Included Postage & Mailing Services Not Included Open Book & Board of Review Included Interim Market Update Revaluation VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. 14 CITY OF OSHKOSH ASSOCIATED APPRAISAL CONSULTANTS, INC. 14 WORK PROPOSAL ADDITIONAL SERVICES Cost of Services Statutory Assessor $60,000 City Hall Office Hours $24,000/year Monthly Parking Permit Fee $25/permit Annually Interim Assessor (November/December)$10,000 Statutory Assessor AAC would provide a state certified assessor who would generally be responsible for the oversight, review and validation of assessment functions performed by the City including the filing of all required state reports. AAC will act in an advisory capacity to City Assessment staff, including providing guidance and training to personnel with respect to assessment information, practices, and procedures customarily utilized by AAC. AAC would primarily be responsible for all listing, valuation and processing of appeals for all property classified as commercial under Wisconsin Statues 70.32(2) and would be available to assist City staff for all other classified parcels. Additional field inspections or valuation work conducted by AAC for non- commercial classified parcels would require a separate agreement. City Hall Office Hours AAC would provide an additional (24) days of in-person “Office Hours” onsite at the Oshkosh City Hall. The City would be expected to provide appropriate office space and or meeting space for the Assessor to meet with property owners during these hours. AAC anticipates normal office hours would be two days per month but can establish a different schedule with the City as needed. These are additional days beyond open book and board of review required meetings. Monthly Parking Permit Fee AAC would continue to use City supplied Market Drive CAMA system or mutually agreed upon CAMA system to maintain and implement the parking permit fee process. Manufactured and Mobile home statement of monthly municipal permit fee calculations would be completed for each permit. Assessor would maintain existing property record data for each account as contained on the PA-117 form, Manufactured & Mobile Home Valuation Worksheet or similarly approved form as prescribed in the Wisconsin Property Assessment Manual. There would be additional costs if existing property records were deficient and AAC needed to verify and collect missing data by conducting additional onsite inspections of each site subject to monthly municipal permit fee. Normal onsite inspections for new buildings moved in during the annual assessment cycle would be no additional charge. CITY OF OSHKOSH ADDENDUM A | Accuracy in Assessment Work Comparison A1 B | Certificate of Insurance B1 VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. A1 CITY OF OSHKOSH Associated Appraisal Consultants, Inc. Village of DeForest Village of Sussex City ofHartford City ofVerona City ofMiddleton WPAM & IAAO Standards 2022 Equalized Value $1,828,925,000 $1,921,321,200 $1,844,911,200 $3,629,798,500 $4,775,023,600 Scope of Work Full Value Full Value Exterior Revaluation IMU Revaluation IMU Revaluation # of Residential Sales 156 141 225 176 264 Aggregate Ratio 90.21 81.45 95.18 87.58 87.77 100.00 Mean Ratio 89.64 82.95 96.01 88.08 88.69 100.00 Median Ratio 88.48 82.96 95.91 87.95 88.72 100.00 Coefficient of dispersion 8.56 10.32 6.15 6.69 8.94 5 - 10 Coefficient of concentration 83.3 80.9 92.4 92.1 79.9 80 - 100 Price Related Differential 0.99 1.02 1.01 1.01 1.01 0.98 - 1.03 2022 Level of Assessment 96.45 93.23 101.63 94.97 95.21 90 - 110 Demonstration of Accuracy in Assessment Work A major objective of assessment/sales ratio studies is to determine the degree of assessment uniformity. This measure of assessment performance is gauged by looking at the level of assessment and the degree to which individual assessments differ from that level. The below ratio studies only include transactions of valid or arm’s-length sales in accordance with the Wisconsin Property Assessment Man- ual. Sales data and statistics correspond to the calendar year of the sale as recorded via the Real Estate Transfer Return provided to the Assessors office. A series of ratios by itself does not tell much about assessment performance. A basic understanding of statistics is needed to successfully interpret the following ratios as published by the Wisconsin Department of Revenue each year. Accurate Appraisal City of Oconomowoc City of De Pere City of Watertown Village of Fox Crossing City of Onalaska WPAM & IAAO Standards 2022 Equalized Value $3,160,762,900 $2,887,309,500 $1,958,383,300 $2,284,883,200 $2,616,780,700 Scope of Work Full Value Full Value Exterior Revaluation Full Value Full Value # of Residential Sales 303 357 331 259 234 Aggregate Ratio 84.64 86.09 87.97 88.77 87.46 100.00 Mean Ratio 89.10 93.40 92.32 91.20 94.43 100.00 Median Ratio 89.32 87.46 87.93 88.80 89.62 100.00 Coefficient of dispersion 16.20 21.33 20.15 17.50 16.99 5 - 10 Coefficient of concentration 68.7 66.7 58.9 64.9 64.1 80 - 100 Price Related Differential 1.05 1.08 1.05 1.03 1.08 0.98 - 1.03 2022 Level of Assessment 99.01 95.82 100.68 100.21 97.87 90 - 110 Aggregate ratio—As applied to real estate, the ratio of the total assessed value to the total selling price. Advantage is that it takes dollar values into ac- count. Disadvantage is that it is sensitive to extreme ratios. Mean ratio—A measure of central tendency equal to the sum of the values divided by the number. Also referred to as arithmetic average or arithmetic mean. Advantage is that it is easily calculated and understood. Disadvantage is that it is sensitive to extreme ratios. Median ratio—A measure of central tendency equal to that point in a distribution above which 50% of the values fall and below which 50% of the values fall. The 50th percentile is the 2nd quartile. The median is the ratio in the middle. Advantage is that it is not sensitive to extreme ratios. Coefficient of dispersion—As applied to an assessment-to-sale ratio distribution, is the average distance in percentage terms that individual ratios lie from the median ratio. A reasonable dispersion is 10% - 15%; good is under 10%. Big is bad. Coefficient of Concentration—A single statistic expressed in percentage terms which tells how many ratios are within +/- 15% of the median ratio. Price-related differential—As applied to real estate, an analytical measure of the vertical uniformity of values in a given distribution calculated by dividing the mean ratio by the aggregate ratio; a ratio of more than one being generally indicative of the relative undervaluation of high priced properties as com- pared to the less valuable properties, whereas a ratio of less than 1 would indicate the converse relationship. Price-related differentials above 1.03 tend to indicate assessment regressivity; price-related differentials below .98 tend to indicate assessment progressivity. VILLAGE OF SUSSEX ASSOCIATED APPRAISAL CONSULTANTS, INC. B1 CITY OF OSHKOSH ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTRINSDWVD PRODUCER CONTACTNAME:FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. 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THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement onthis certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD ASSOC02 OP ID: JS 07/11/2023 DAVID VAN BOOGARDADEMINO & ASSOCIATES1001 TRUMAN P O BOX 99KIMBERLY, WI 54136-0099DAVID VAN BOOGARD 920-734-3110 920-734-6027 dvanboogard@ademino.com WEST BEND MUTUAL INS ACCELERANT SPECIALTY INSURANCEASSOCIATED APPRAISAL CONSULTANTS INC& GP ACQUISITION INCPO BOX 291GREENVILLE, WI 54942 A X 1,000,000 X A323069 08/16/2022 08/16/2023 300,000 10,000 1,000,000 3,000,000 2,000,000 1,000,000A X A323069 08/16/2022 08/16/2023 XX 3,000,000A A323069 08/16/2022 08/16/2023 3,000,000 WAIVEDX XA A339201 08/16/2022 08/16/2023 100,000N100,000 500,000 B S0004PL00101401 08/16/2022 08/16/2023 $10000DED 1,000,000 SAMPL-1 SAMPLE CERTIFICATE 920-734-3110 15350 16890 ERRORS & OMISSIONS CERTIFICATE OF INSURANCE SUB JEC T:SUB JEC T :Workshop on Undergrounding Utilities, October 22nd, 5:00 p.m. D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Update on City Hall Facilities Study, October 22nd, in-meeting workshop D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Presentation from Greater Oshkosh Economic Development Corporation (GO-EDC), October 22nd, in meeting D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :2025 Budget Workshops, October 28th & 29th, 8:00 a.m. - 4:30 p.m. D A TE :D A T E :October 08, 2024 SUB JEC T:SUB JEC T :Trick-or-Treat Hours - October 31, 2024, 5:00 p.m. - 7:00 p.m. D A TE :D A T E :October 08, 2024 B a c k gr oundBackground In accordance with long-standing tradition, the City of Oshkosh holds trick-or-treat hours on Halloween Day, October 31st, each year. When the day falls on a weekday, as it does this year, the hours are from 5:00 p.m. to 7:00 p.m. SUB JEC T:SUB JEC T :Outstanding Issues D A TE :D A T E :October 08, 2024 A t t a chment sAttachments Outstanding Issues 10.08.24 City of Oshkosh Status of Outstanding Issues Date of Initial Request Affected Department(s) (If Applicable) Title of Directive Current Status Next Status Report/Update Other Notes 6/9/2020 City Manager Community Conversations to address racism City Manager continuing discussions with various community groups. City was a sponsor of Dragon Boat Festival on September 14th. 12/31/2024 1/10/2023 City Manager Engage other governmental and non-profit entities in the region to reduce and prevent homelessness Staff participating in groups organized by Community Foundation to review short term and long term issues. Report from group is forthcoming. 11/12/2024 Staff will submit a proposal to respond to group's report in 2025 budget. 1/10/2023 City Manager Infuse Sustainability and DEI concepts into City policies and day-to-day operations Training on sustainability principles planned for staff. Staff working with Sustainability Advisory Board (SAB) to update Sustainability Plan. 12/31/2024 1/9/2024 City Manager Continue participating in state wide initiatives to improve Oshkosh’s shortfall in state-local funding, including fully funding Municipal Services Program (MSP). Continuation of this goal will focus on MSP program in 2024. 12/31/2024 Initiative will carry into State's 2026 budget cycle, which will begin following November elections. 1/10/2023 DPW/Legal Sanitary District Negotiations Next mediation session scheduled for late September was postponed. 10/8/2024 Closed session with Council may be needed due to postponement of mediation session. 4/16/2024 DPW & Community Development Undergrounding Utilities Workshop planned for October 22nd. 10/22/2024 4/23/2024 Community Development Review processes and municipal codes pertaining to commercial and residential development to ensure the City's codes and processes are encouraging growth within the City Community Development Director Nieforth provided an update on the timeline to hire a consultant in the 9/10/2024 packet. 11/26/2024 5/14/2024 Transportation Parking Restrictions Review Polco survey launched for community input and will run through October 27th. Meetings with neighborhood associations are planned for additional input. 11/12/2024 10/8/2024 Council Meeting