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HomeMy WebLinkAbout2016AnnualBudget City of Oshkosh 2016 Budget For the fiscal year ending December 31, 2016 T A B L E O F C O N T E N T S Executive Summary City Manager's 2016 Budget Message i 2016 Budget Resolutions 1 Table I - 2016 Levy - 2015 Tax Rate 12 Table II - Revenues - Source of Funds 13 Table III - Expenditures - Use of Funds 14 Table IV - Use of Funds by Function 15 Budget Summary Overview 16 Budget Summary Details 17 2016 Operating Budget by Function 19 Revenues 21 Assessed Valuation and Indebtedness 24 Analysis of General Fund Equity General Government City Council ............................................................26 City Manager ............................................................30 City Attorney ............................................................34 Human Resources ............................................................38 City Clerk ............................................................42 Elections ............................................................46 Finance ............................................................50 Purchasing ............................................................54 Information Technology ............................................................58 Insurance ............................................................64 Facilities Maintenance ............................................................68 Independent Audit ............................................................72 Media Services ............................................................74 Unclassified Accounts ............................................................78 Public Safety Police ............................................................80 Animal Care ............................................................86 Auxiliary Police ............................................................88 Crossing Guards ............................................................90 Fire & Ambulance ............................................................94 Hydrant Rental ............................................................102 Police & Fire Commission ............................................................104 Public Works Public Works - Administration ............................................................106 Engineering ............................................................110 Streets - General ............................................................114 Central Garage ............................................................120 Garbage Collection & Disposal ............................................................126 Parks Parks ............................................................128 Forestry ............................................................134 Community Development Assessor ............................................................140 Economic Development ............................................................144 Planning Services ............................................................148 Inspection Services ............................................................152 Transportation Electric ............................................................156 Sign ............................................................162 Other Funds Recycling ............................................................166 Garbage Collection & Disposal ............................................................172 Street Lighting ............................................................178 Library ............................................................182 Museum ............................................................188 Grand Opera House ............................................................194 Convention Center ............................................................196 Convention Center - Parking Ramp ............................................................202 Parks Other Senior Services ............................................................206 Riverside Cemetery ............................................................212 Parks Revenue Facilities ............................................................218 Leach Amphitheater ............................................................224 Pollock Community Water Park ............................................................228 Golf Course ............................................................234 Equipment Fund ............................................................240 Transit Utility ............................................................244 Inspection Services ............................................................250 Debt ............................................................254 Utilities ............................................................258 Agency Funds ............................................................282 Other Funds Senior Center Revolving Fund - 201 ............................................................288 Bicycle Fund - 207 ............................................................290 Police Special Fund - 215 ............................................................292 Fire / Safety Fund - 217 ............................................................294 EMS Fire Grant Fund - 235 ............................................................295 Police Asset Forfeiture-State- Fund-221 ............................................................296 Police Asset Forfeiture-Fed- Fund-222 ............................................................297 Museum Membership Fund - 227 ............................................................298 Museum Exhibition Fund - 228 ............................................................300 Museum Collections Fund - 242 ............................................................302 Comm Devel Special Fund - 249 ............................................................304 Healthy Neighborhood Initiatives - 302 ............................................................306 Comm Devel Block Grant Fund - 303 ............................................................308 Local Economic Dev Revolving Loan Fund - 304 ............................................................310 Facilities Improvements - 329 ............................................................311 T I F Districts - 522 - 539 ............................................................312 Health Insurance Fund - 601 ............................................................354 Redevelopment Authority - 901 ............................................................358 i City of Oshkosh 215 Church Ave., PO Box 1130 Oshkosh, WI 54903-1130 (920) 236-5000 (920) 236-5039 FAX MEMORANDUM Date: December 3, 2015 To: Mayor & City Council From: Mark A. Rohloff Subject: 2016 CITY OPERATING BUDGET Presented herewith is the adopted budget for the City of Oshkosh for the 2016 fiscal year. The 2016 budget was adopted at the November 24, 2015 Council Meeting. Prior to adoption, the Council held budget work sessions on July 22, 2015, August 26, 2015, September 16, 2015, October 20 and 21, 2015, and November 4, 2015. A public hearing was held on November 10, 2015. Input received at the work sessions and the public meetings were taken into consideration by the Council which helped draft the final budget for adoption. The total city budget for 2016 is $71,020,200 • operations budget of $43,217,800 • debt service budget of $19,565,700 • agency fund budget of $17,700 In addition, there are Levy Funds in the amounts of: • Library $2,657,100 • Museum $911,700 • Transit Utility $746,200 • Senior Services $276,400 • Grand Opera House $22,700 • Cemetery $296,400 • Street Lighting $1,110,900 • Equipment Replacement Fund $915,900 • Leach Amphitheater $14,000 • Pollock Community Water Park $64,000 • Garbage Collection and Disposal $1,203,700. The revenues other than property taxes are $36,733,500, resulting in a levy of $34,286,700. This results in a 2015 local tax rate of $9.787 per $1,000 of assessed valuation. This is an increase of 2.353% over the 2014 local tax rate. ii The amounts in the final 2016 budget as compared to the 2015 budget are as follows: 2016 ADOPTED 2015 ADOPTED % CHANGE Operating Budget $43,217,800 $43,003,100 0.5% Debt Service $19,565,700 $19,053,700 2.69% Agency Funds $17,700 $20,400 -13.24% Library $2,657,100 $2,482,100 7.05% Museum $911,700 $863,400 5.59% Transit Utility $746,200 $655,100 13.91% Cemetery $296,400 $282,600 4.88% Senior Services $276,400 $281,200 -1.71% Grand Opera House $22,700 $73,000 -68.90% Garbage Collection & Disposal $1,203,700 $1,301,400 -7.51% Street Lighting $1,110,900 $1,100,000 0.99% Equipment Replacement $915,900 $927,500 -1.25% Leach Amphitheater $14,000 $14,000 No Change Pollock Water Park $64,000 $64,000 No Change TOTAL BUDGET $71,020,200 $70,121,500 1.28% The overall 2015 property tax rate decreased by $0.052 per $1,000 of assessed valuation compared to the 2014 rate. The property tax rate decreased for Oshkosh Area Schools $0.158 per $1,000 of assessed valuation. The tax rate for Winnebago County decreased by $0.119 per $1,000 of assessed valuation. The tax rate for Fox Valley Technical College remained $1.116 per $1,000 of assessed valuation, and the state tax rate remained at $0.169 per $1,000 of assessed valuation. The overall 2015 tax rate is $26.080 per $1,000 of assessed valuation, which is a .199% decrease over the 2014 rate. The state tax credit increased, over the 2014 amount, by $0.252 per $1,000 of assessed valuation. Applying this to the overall tax rate, the net tax rate for 2015 is $24.535 per $1,000 of assessed valuation, or $0.304 less per $1,000 of assessed valuation than the net tax rate for 2014. iii On an equalized tax rate basis, there is an increase in the rate for the City of Oshkosh portion of the tax bill. The 2014 equalized rate was $9.562, and the 2015 equalized rate is $9.787. The City Council has adopted a budget that maintains current services for the Citizens of Oshkosh. The budget reflects the priorities of the Council outlined in the 2015–2016 draft strategic plan, including economic development, neighborhood revitalization, infrastructure improvement, preserving quality of life assets, and developing a high performing government. Staff will focus on these priorities in the coming year using the resources of the 2016 budget. 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED EXPEND.EXPEND.APPROP.EXPEND.BUDGET EXPENDITURES GENERAL GOVERNMENT 5,230,544 5,496,048 5,613,900 5,543,100 5,854,900 PUBLIC SAFETY 24,163,320 24,457,788 24,999,200 24,807,600 25,371,500 PUBLIC WORKS 7,183,052 6,133,067 6,204,800 6,057,600 6,217,200 PARKS & OTHER FACILITIES 1,954,174 1,981,406 1,985,300 2,063,800 2,065,700 COMMUNITY DEVELOPMENT 2,196,651 2,537,313 2,615,100 2,479,200 1,956,500 DEPT. OF TRANSPORTATION 677,678 678,095 707,900 708,900 718,900 UNCLASSIFIED 963,016 706,280 876,900 1,119,800 1,033,100 TOTAL BUDGET 42,368,435 41,989,997 43,003,100 42,780,000 43,217,800 Levy for Recycling * 404,700 0 0 0 0 Levy for Garbage Collect & Disposal * 0 1,217,000 1,301,400 1,301,400 1,203,700 Levy for Street Lighting * 1,057,500 1,081,700 1,100,000 1,100,000 1,110,900 Levy for Senior Services * 291,800 281,800 281,200 281,200 276,400 Levy for 'GO' Transit Utility * 726,200 599,500 655,100 655,100 746,200 Levy for Library * 2,302,200 2,370,000 2,482,100 2,482,100 2,657,100 Levy for Museum * 848,600 741,000 863,400 863,400 911,700 Levy for Grand Opera House * 66,200 73,000 73,000 73,000 22,700 Levy for Cemetery * 274,800 261,100 282,600 282,600 296,400 Levy for Health Services * 0 0 0 0 0 Levy for Equipment Fund * 1,117,800 1,000,000 927,500 927,500 915,900 Levy Leach Amphitheater * 15,000 14,000 14,000 14,000 14,000 Levy Pollock Community Water Park* 67,300 64,000 64,000 64,000 64,000 Levy for Golf Course 0 0 0 0 0 TOTAL OPER. BUDGET 49,540,535 49,693,097 51,047,400 50,824,300 51,436,800 Debt Service 17,435,200 18,054,800 19,053,700 19,053,700 19,565,700 Agency Funds 20,400 20,400 20,400 20,400 17,700 TOTAL CITY BUDGET 66,996,135 67,768,297 70,121,500 69,898,400 71,020,200 REVENUES Revenue other than Gen. Fund Property Tax 35,231,360 35,818,331 35,863,800 36,404,300 27,110,900 Build America Bond Credits Debt Serv 463,029 302,600 355,400 355,400 336,300 Bond Abatements from Debt Serv Fund 0 0 0 0 8,936,300 Appropriation from Debt Service Fund 0 0 568,000 568,000 350,000 TOTAL REVENUES 35,694,389 36,120,931 36,787,200 37,327,700 36,733,500 TOTAL EXPENDITURES 66,996,135 67,768,297 70,121,500 69,898,400 71,020,200 Replenishment of Fund Balance 0 0 0 0 0 TOTAL REVENUES 35,694,389 36,120,931 36,787,200 37,327,700 36,733,500 NET LEVY REQUIREMENT 31,301,746 31,647,366 33,334,300 32,570,700 34,286,700 TAX RATE REQUIRED 8.796 9.562 9.787 * Reflects levy only; actual expenditures shown in individual budgets. 2016 B U D G E T S U M M A R Y CITY OF OSHKOSH TABLE I 2016 LEVY - 2015 TAX RATE State 0.648% County 20.817% Area Schools 36.729%Area Vocational 4.279% City Tax 37.527% PER $1,000 2015 2014 INCREASE OF TAXES TAX RATE TAX RATE (DECREASE) State 0.648 % $ 0.169 $ 0.169 $ 0.000 County 20.817 5.429 5.548 (0.119) Area Schools 36.729 9.579 9.737 (0.158) Area Vocational 4.279 1.116 1.116 0.000 City Tax 37.527 9.787 9.562 0.225 100.000 $ 26.080 $ 26.132 $ (0.052) State Credit 1.545 1.293 0.252 $24.535 $24.839 $(0.304) 4.279% CITY OF OSHKOSH TABLE III USE OF FUNDS Parks 3.44% Debt Services 27.54% Library, Museum, GOH 5.06% Miscellaneous 2.77% Police Transportation 3.63% Fire and Ambulance 17.59% General Government 8.24% Public Works 10.45% Community Development 2.75% Senior Services 0.39% 2016 2015 INCREASE USE OF FUNDS AMOUNT PER CENT PER CENT (DECREASE) Parks 2,440,100 3.44%3.35%0.09% Debt Services 19,565,700 27.54%27.18%0.36% Library, Museum, GOH 3,591,500 5.06%4.85%0.21% Miscellaneous 1,966,700 2.77%2.60%0.17% Police 12,880,600 18.14%18.06%0.08% Transportation 2,576,000 3.63%3.51%0.12% Fire and Ambulance 12,490,900 17.59%17.60%-0.01% General Government 5,854,900 8.24%8.01%0.23% Public Works 7,420,900 10.45%10.71%-0.26% Community Development 1,956,500 2.75%3.73%-0.98% Senior Services 276,400 0.39%0.40%-0.01% $71,020,200 100.00%100.00% Police 18.14% Transportation 3.63% CITY OF OSHKOSH TABLE II SOURCE OF FUNDS Property Tax Levy 48.28% Other Tax Revenue 1.91%State Expenditure Restraint Revenue State Shared Revenue 13.63% Aid to Local Streets 4.50% Other State & County Aids 2.19% Licenses, Permits, Fines 1.67% Interdepartmental Charges 5.18% Interest on Investments / Special Assessments 0.44% Miscellaneous Revenue 0.25%Charges for Services 6.74%Other Fund Revenues 13.55% 2016 2015 INCREASE SOURCE OF FUNDS AMOUNT PER CENT PER CENT (DECREASE) Property Tax Levy $34,286,700 48.28%47.54%0.74% Other Tax Revenue 1,354,800 1.91%3.18%-1.27% State Expenditure Restraint Revenue 1,176,800 1.66%1.61%0.05% State Shared Revenue 9,680,200 13.63%13.80%-0.17% Aid to Local Streets 3,197,800 4.50%4.33%0.17% Other State & County Aids 1,556,000 2.19%2.10%0.09% Licenses, Permits, Fines 1,183,600 1.67%2.82%-1.15% Interdepartmental Charges 3,679,300 5.18%17.68%-12.50% Interest on Investments / Special Assessments 316,600 0.44%0.53%-0.09% Miscellaneous Revenue 180,100 0.25%0.20%0.05% Charges for Services 4,785,700 6.74%6.21%0.53% Other Fund Revenues 9,622,600 13.55%0.00%13.55% $71,020,200 100.00%100.00% Other Tax Revenue 1.91%State Expenditure Restraint Revenue 1.66% 13.63% CITY OF OSHKOSH TABLE IV 2016 BUDGET - USE OF FUNDS BY FUNCTION Payroll - Direct Labor 39.76% Agency Funds 0.02% Payroll - Indirect Labor 15.66% Fixed Charges 1.05% Debt Retirement 24.93% Contractual Services 8.73% Utilities 3.05% Materials & Supplies 4.97% Capital Outlay 1.83% AMOUNT PER CENT Payroll - Direct Labor $ 30,888,400 39.76 % Agency Funds 17,700 0.02 Payroll - Indirect Labor 12,095,600 15.66 Fixed Charges 826,800 1.05 Debt Retirement 19,565,700 24.93 Contractual Services 6,768,600 8.73 Utilities 2,389,100 3.05 Materials & Supplies 3,892,700 4.97 Capital Outlay 1,436,500 1.83 $77,881,100 100.00 % Payroll -Indirect Labor 15.66% 1.05% 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED EXPEND.EXPEND.APPROP.EXPEND.BUDGET EXPENDITURES GENERAL GOVERNMENT 5,230,544 5,496,048 5,613,900 5,543,100 5,854,900 PUBLIC SAFETY 24,163,320 24,457,788 24,999,200 24,807,600 25,371,500 PUBLIC WORKS 7,183,052 6,133,067 6,204,800 6,057,600 6,217,200 PARKS & OTHER FACILITIES 1,954,174 1,981,406 1,985,300 2,063,800 2,065,700 COMMUNITY DEVELOPMENT 2,196,651 2,537,313 2,615,100 2,479,200 1,956,500 DEPT. OF TRANSPORTATION 677,678 678,095 707,900 708,900 718,900 UNCLASSIFIED 963,016 706,280 876,900 1,119,800 1,033,100 TOTAL BUDGET 42,368,435 41,989,997 43,003,100 42,780,000 43,217,800 Levy for Recycling * 404,700 0 0 0 0 Levy for Garbage Collect & Disposal * 0 1,217,000 1,301,400 1,301,400 1,203,700 Levy for Street Lighting * 1,057,500 1,081,700 1,100,000 1,100,000 1,110,900 Levy for Senior Services * 291,800 281,800 281,200 281,200 276,400 Levy for 'GO' Transit Utility * 726,200 599,500 655,100 655,100 746,200 Levy for Library * 2,302,200 2,370,000 2,482,100 2,482,100 2,657,100 Levy for Museum * 848,600 741,000 863,400 863,400 911,700 Levy for Grand Opera House * 66,200 73,000 73,000 73,000 22,700 Levy for Cemetery * 274,800 261,100 282,600 282,600 296,400 Levy for Health Services * 0 0 0 0 0 Levy for Equipment Fund * 1,117,800 1,000,000 927,500 927,500 915,900 Levy Leach Amphitheater * 15,000 14,000 14,000 14,000 14,000 Levy Pollock Community Water Park* 67,300 64,000 64,000 64,000 64,000 Levy for Golf Course 0 0 0 0 0 TOTAL OPER. BUDGET 49,540,535 49,693,097 51,047,400 50,824,300 51,436,800 Debt Service 17,435,200 18,054,800 19,053,700 19,053,700 19,565,700 Agency Funds 20,400 20,400 20,400 20,400 17,700 TOTAL CITY BUDGET 66,996,135 67,768,297 70,121,500 69,898,400 71,020,200 REVENUES Revenue other than Gen. Fund Property Tax 35,231,360 35,818,331 35,863,800 36,404,300 27,110,900 Build America Bond Credits Debt Serv 463,029 302,600 355,400 355,400 336,300 Bond Abatements from Debt Serv Fund 0 0 0 0 8,936,300 Appropriation from Debt Service Fund 0 0 568,000 568,000 350,000 TOTAL REVENUES 35,694,389 36,120,931 36,787,200 37,327,700 36,733,500 TOTAL EXPENDITURES 66,996,135 67,768,297 70,121,500 69,898,400 71,020,200 Replenishment of Fund Balance 0 0 0 0 0 TOTAL REVENUES 35,694,389 36,120,931 36,787,200 37,327,700 36,733,500 NET LEVY REQUIREMENT 31,301,746 31,647,366 33,334,300 32,570,700 34,286,700 TAX RATE REQUIRED 8.796 9.562 9.787 * Reflects levy only; actual expenditures shown in individual budgets. 2016 B U D G E T S U M M A R Y 2013 2014 2015 2015 2016 EXPEND EXPEND APPROP EST.PROP. GENERAL GOVERNMENT City Council 45,209 48,597 47,200 46,800 52,900 City Manager 280,729 269,710 275,000 275,200 267,800 City Attorney 386,924 426,174 442,100 435,100 431,000 Human Resources 598,297 575,877 627,000 614,100 618,500 City Clerk 237,089 255,117 252,700 252,800 254,100 Elections 55,129 100,435 81,800 68,000 164,200 Finance 868,060 928,508 954,000 925,700 1,034,700 Purchasing 212,721 225,881 229,600 231,200 231,900 Information Technology 1,085,700 1,151,389 1,191,700 1,195,000 1,220,800 Insurance 591,915 605,172 576,100 562,600 631,900 Facilities Maintenance 656,286 676,971 705,000 702,400 710,800 Independent Audit 26,513 23,483 23,700 23,700 24,000 Media Services 185,972 208,734 208,000 210,500 212,300 TOTAL GENERAL GOVERNMENT 5,230,544 5,496,048 5,613,900 5,543,100 5,854,900 PUBLIC SAFETY Police 12,008,441 12,113,199 12,495,600 12,223,400 12,700,200 Animal Care 74,201 74,200 74,200 74,200 88,200 Fire & Ambulance 11,322,406 11,509,522 11,684,800 11,760,700 11,834,100 Hydrant Rental 650,000 650,000 650,000 650,000 650,000 Auxiliary Police 3,173 3,653 4,800 4,700 4,800 Crossing Guards 92,934 92,895 78,800 78,400 80,600 Police & Fire Commission 12,165 14,319 11,000 16,200 13,600 TOTAL PUBLIC SAFETY 24,163,320 24,457,788 24,999,200 24,807,600 25,371,500 PUBLIC WORKS Public Works - Admin. 348,303 369,174 378,500 348,800 374,500 Engineering 1,092,820 1,096,204 1,183,300 1,169,400 1,189,900 Streets - General 2,522,118 2,572,073 2,624,000 2,700,800 2,706,200 Central Garage 2,047,162 2,095,616 2,019,000 1,838,600 1,946,600 Garbage Collection & Disposal 1,172,649 0 0 0 0 TOTAL PUBLIC WORKS 7,183,052 6,133,067 6,204,800 6,057,600 6,217,200 PARKS & OTHER FACILITIES Parks 1,641,616 1,627,581 1,656,000 1,733,300 1,734,300 Forestry 312,558 353,825 329,300 330,500 331,400 TOTAL PARKS & OTHER FAC.1,954,174 1,981,406 1,985,300 2,063,800 2,065,700 2016 BUDGET SUMMARY DETAILS 2013 2014 2015 2015 2016 EXPEND EXPEND APPROP EST.PROP. COMMUNITY DEVELOPMENT Assessor 487,997 507,996 544,000 474,300 580,500 Economic Development 491,749 591,765 618,600 624,200 660,900 Planning Services 603,776 747,313 682,000 669,800 715,100 Inspection Services 613,129 690,239 770,500 710,900 0 TOTAL COMMUNITY DEV.2,196,651 2,537,313 2,615,100 2,479,200 1,956,500 TRANSPORTATION Electric 491,197 488,553 503,500 504,200 509,200 Sign 186,481 189,542 204,400 204,700 209,700 TOTAL TRANSPORTATION 677,678 678,095 707,900 708,900 718,900 UNCLASSIFIED Unemployment Compensation 6,014 12,032 28,000 16,300 25,000 Uncollectible Accounts 607,488 425,634 618,200 789,200 625,000 Employee Benefit Fees 11,872 12,165 13,000 11,300 12,000 Patriotic Celebrations 19,680 17,600 20,000 17,600 20,000 Adjustment of Salaries 122,799 0 155,300 128,500 183,100 Health Insurance Fund Surcharge 0 0 (120,000) 0 0 Unclassified Expense 154,459 195,952 120,000 110,000 120,000 Mobile Home Tax 40,704 42,897 42,400 46,900 48,000 Industrial Development 0 0 0 0 0 TOTAL UNCLASSIFIED 963,016 706,280 876,900 1,119,800 1,033,100 TOTAL BUDGET 42,368,435 41,989,997 43,003,100 42,780,000 43,217,800 2013 2014 2015 2015 2016 EXPEND EXPEND APPROP EST.PROP. Levy for Recycling *404,700 0 0 0 0 Levy for Garbage Collect & Disp *0 1,217,000 1,301,400 1,301,400 1,203,700 Levy for Street Lighting *1,057,500 1,081,700 1,100,000 1,100,000 1,110,900 Levy for Senior Services *291,800 281,800 281,200 281,200 276,400 Levy for "GO" Transit Utility *726,200 599,500 655,100 655,100 746,200 Levy for Library *2,302,200 2,370,000 2,482,100 2,482,100 2,657,100 Levy for Museum *848,600 741,000 863,400 863,400 911,700 Levy for Grand Opera House *66,200 73,000 73,000 73,000 22,700 Levy for Cemetery*274,800 261,100 282,600 282,600 296,400 Levy for Health Services*0 0 0 0 0 Levy for Equipment Fund *1,117,800 1,000,000 927,500 927,500 915,900 Levy Leach Amphetheater *15,000 14,000 14,000 14,000 14,000 Levy Pollock Comm Water Park *67,300 64,000 64,000 64,000 64,000 Levy for Golf Course 0 0 0 0 0 TOTAL OPERATING BUDGET 49,540,535 49,693,097 51,047,400 50,824,300 51,436,800 Debt Services 17,435,200 18,054,800 19,053,700 19,053,700 19,565,700 Agency Funds 20,400 20,400 20,400 20,400 17,700 TOTAL CITY BUDGET 66,996,135 67,768,297 70,121,500 69,898,400 71,020,200 PAYROLL PAYROLL CONTRAC- MATERIALS DIRECT INDIRECT TUAL UTILITIES FIXED AND CAPITAL TOTAL LABOR LABOR SERVICES CHARGES SUPPLIES OUTLAY BUDGET GENERAL GOVENRNMENT City Council 31,100 3,900 14,800 0 0 3,100 0 52,900 City Manager 181,000 69,400 15,600 0 0 1,800 0 267,800 City Attorney 252,600 113,900 57,600 200 0 6,700 0 431,000 Human Resources 363,400 157,300 85,400 0 500 11,900 0 618,500 City Clerk 179,500 60,500 10,900 0 0 3,200 0 254,100 Elections 124,500 9,900 11,500 300 0 18,000 0 164,200 Finance 742,900 281,900 5,000 200 0 4,700 0 1,034,700 Purchasing 170,900 55,000 4,400 200 0 1,400 0 231,900 Information Technology Division 440,300 166,200 443,500 19,800 0 116,600 34,400 1,220,800 Insurance 0 0 0 0 631,900 0 0 631,900 Facilities Maintenance 231,900 140,500 78,500 221,000 1,600 37,300 0 710,800 Independant Audit 0 0 24,000 0 0 0 0 24,000 Media Services 156,900 48,400 4,500 400 0 2,100 0 212,300 TOTAL GENERAL GOVERNMENT 2,875,000 1,106,900 755,700 242,100 634,000 206,800 34,400 5,854,900 PUBLIC SAFETY Police 8,597,700 3,378,500 243,800 75,900 100 213,800 190,400 12,700,200 Animal Care 0 0 88,200 0 0 0 0 88,200 Fire & Ambulance 8,254,900 2,999,000 187,200 123,100 500 258,300 11,100 11,834,100 Hydrant Rental 0 0 650,000 0 0 0 0 650,000 Auxiliary Police 0 0 1,900 0 0 2,900 0 4,800 Crossing Guards 74,600 5,700 0 0 0 300 0 80,600 Police & Fire Commission 0 0 13,400 0 0 200 0 13,600 TOTAL PUBLIC SAFETY 16,927,200 6,383,200 1,184,500 199,000 600 475,500 201,500 25,371,500 PUBLIC WORKS Public Works - Administration 270,100 100,200 3,000 200 200 800 0 374,500 Engineering 785,500 361,900 23,900 4,000 200 14,400 0 1,189,900 Streets - General 1,427,200 720,800 88,900 5,000 800 463,500 0 2,706,200 Central Garage 405,000 199,100 82,100 140,900 500 1,119,000 0 1,946,600 TOTAL PUBLIC WORKS 2,887,800 1,382,000 197,900 150,100 1,700 1,597,700 0 6,217,200 PARKS & OTHER FACILITIES Parks 887,800 374,600 48,800 239,200 1,400 170,500 12,000 1,734,300 Forestry 209,300 85,500 9,000 0 100 27,500 0 331,400 TOTAL PARKS & OTHER FAC. 1,097,100 460,100 57,800 239,200 1,500 198,000 12,000 2,065,700 2016 OPERATING BUDGET BY FUNCTION PAYROLL - PAYROLL - CONTRAC- MATERIALS DIRECT INDIRECT TUAL UTILITIES FIXED AND CAPITAL TOTAL LABOR LABOR SERVICES CHARGES SUPPLIES OUTLAY BUDGET COMMUNITY DEVELOPMENT Assessor 284,500 108,700 180,000 3,000 100 4,200 0 580,500 Economic Development 309,600 134,300 210,200 1,700 0 5,100 0 660,900 Planning Services 520,300 165,100 24,700 700 0 4,300 0 715,100 Inspection Services 0 0 0 0 0 0 0 0 TOTAL COMMUNITY DEV. 1,114,400 408,100 414,900 5,400 100 13,600 0 1,956,500 DEPT. OF TRANSPORTATION Electric 303,900 108,000 12,500 40,500 1,000 43,300 0 509,200 Sign 96,400 33,700 11,400 4,900 0 63,300 0 209,700 TOTAL DEPT. OF TRANS. 400,300 141,700 23,900 45,400 1,000 106,600 0 718,900 UNCLASSIFIED Unemployment Compensation 0 25,000 0 0 0 0 0 25,000 Uncollectible Accounts 0 0 625,000 0 0 0 0 625,000 Employee Benefit Fees 0 0 12,000 0 0 0 0 12,000 Patriotic Celebration 0 0 20,000 0 0 0 0 20,000 Adjustment of Salaries 183,100 0 0 0 0 0 0 183,100 Health Ins Fund Surcharge 0 0 0 0 0 0 0 0 Unclassified Expenses 0 0 120,000 0 0 0 0 120,000 Mobile Home Tax 0 0 48,000 0 0 0 0 48,000 Industrial Development 0 0 0 0 0 0 0 0 TOTAL UNCLASSIFIED 183,100 25,000 825,000 0 0 0 0 1,033,100 TOTAL BUDGET 25,484,900 9,907,000 3,459,700 881,200 638,900 2,598,200 247,900 43,217,800 Budget for Recycling 247,500 76,300 441,800 300 1,800 87,200 170,700 1,025,600 Budget for Garbage Collect & Disp 343,400 171,100 594,000 0 12,700 131,700 0 1,252,900 Budget for Street Lighting 0 0 0 1,100,000 0 51,700 0 1,151,700 Budget for Senior Services 326,000 122,500 44,500 57,700 7,500 5,500 16,000 579,700 Budget for "GO" Transit Utility 1,691,100 756,900 1,576,900 41,000 111,600 449,700 68,000 4,695,200 Budget for Library 1,888,000 663,300 396,000 130,400 17,300 406,800 0 3,501,800 Budget for Museum 635,800 300,500 59,800 54,500 13,400 55,800 0 1,119,800 Budget for Grand Opera House 0 0 14,000 0 7,600 1,100 0 22,700 Budget for Cemetery 217,700 93,900 7,100 34,800 8,100 25,600 6,000 393,200 Budget for Leach Amphitheater 9,000 700 20,200 23,500 100 20,600 0 74,100 Budget for Pollock Comm Wtr Park 45,000 3,400 154,600 65,700 7,800 58,800 12,000 347,300 Budget for Equipment Fund 0 0 0 0 0 0 915,900 915,900 TOTAL OPERATING BUDGET 30,888,400 12,095,600 6,768,600 2,389,100 826,800 3,892,700 1,436,500 58,297,700 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGETED ESTIMATED PROPOSED REVENUES REVENUES REVENUES REVENUES BUDGET TAXES LEVIED BY CITY Total Taxes Levied 30,604,908 32,031,000 33,334,300 33,334,300 34,286,700 Property Taxes Levied Other Funds (see details below) (24,277,700) (25,427,800) (26,195,000)(26,195,000) (18,179,800) Net General Fund Property Tax 0072-4102 6,327,208 6,603,200 7,139,300 7,139,300 16,106,900 Municipal Owned Utility 0072-4112 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 Snow Removal 0072-4172 84,748 92,184 46,600 84,900 87,300 Weed Cutting 0072-4171 34,469 39,019 38,800 40,300 37,500 Mobile Home Tax 0072-4108 122,409 129,782 125,000 139,000 125,000 Payment in Lieu of Taxes 0072-4118 107,005 101,886 95,000 111,800 105,000 TOTAL TAXES LEVIED 7,675,839 7,966,071 8,444,700 8,515,300 17,461,700 LICENSES & PERMITS Heating 0750-4377 91,092 85,334 83,000 126,300 0 Liquor License 0050-4322 133,667 129,395 130,000 137,200 130,700 Cigarette License 0050-4358 6,975 7,120 6,800 7,100 7,000 Sundry License 0050-4972 32,652 29,152 33,000 28,500 28,000 Assessor Fees 0080-4390 0 103,582 75,000 154,200 128,900 Electric Permits 0750-4376 85,347 64,766 80,000 76,000 0 Building Permits 0750-4374 368,900 376,518 382,100 425,000 0 Plumbing Permits 0750-4378 92,435 90,417 75,000 115,000 0 Flammable Tank Fees 0750-4384 1,465 740 500 1,000 0 Housing Fees 0750-4386 3,555 3,570 78,000 3,300 0 Code Seals & Plan. Fees 0750-4383 805 630 600 700 0 REVENUES Code Seals & Plan. Fees 0750-4383 805 630 600 700 0 Code Enforcement 0750-4388 18,050 31,785 29,000 50,800 0 Weights & Measures 0750-4381 64,009 66,133 66,000 65,300 0 Zoning Ordinances 0740 - 4334 44,296 42,406 59,600 68,000 83,900 TOTAL LICENSES & PERMITS 943,248 1,031,548 1,098,600 1,258,400 378,500 FINES & COSTS County Court 0211-4406 313,254 285,201 325,000 262,700 280,600 Police Department 0211-4402 501,280 433,638 472,000 461,000 438,800 Penalties 0072-4120 85,709 87,972 82,800 87,800 85,700 TOTAL FINES & COSTS 900,243 806,811 879,800 811,500 805,100 STATE & COUNTY AIDS Town Aid - Cable TV 1010-4252 11,136 11,693 11,700 12,300 0 Town Ambulance Aid 0240-4251 78,569 78,341 22,600 34,200 34,200 Aid to Local Streets 0073-4228 2,875,106 2,824,572 3,038,500 3,033,200 3,197,800 Municipal Services 0073-4232 & 4236 1,017,462 1,011,432 930,400 927,200 970,700 State Shared Aids 0073-4210 9,671,889 9,674,647 9,672,600 9,677,200 9,680,200 State/Fed Aids-Misc 0211/0610/0620/0730/0810-4236, 4240 9,031 12,500 3,000 4,800 4,500 State Aids - Fire 0230-4236 140,624 160,055 160,100 152,800 150,000 Aids-Police 0211-4206 & 4226 & 4253 207,884 176,165 172,000 189,400 221,600 State Computer Credit 0073-4237 159,288 175,068 175,000 189,300 175,000 Expenditure Restraint 0073-4238 1,105,839 1,060,836 1,132,100 1,122,100 1,176,800 TOTAL STATE & CO. AIDS 15,276,828 15,185,309 15,318,000 15,342,500 15,610,800 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGETED ESTIMATED PROPOSED REVENUES REVENUES REVENUES REVENUES BUDGET USE OF MONEY & PROPERTY Interest on Investments 0073-4908 113,297 71,910 95,000 43,500 50,000 Interest on Special Assessments 0072-4910 370,418 493,528 275,000 442,700 316,600 Rent 0073-4922 - 4926 55 55 100 100 100 TOTAL USE OF MONEY & PROP. 483,770 565,493 370,100 486,300 366,700 CHARGES FOR CURRENT SERVICES Police Department Fees 0211- 4532-4972 178,018 173,712 150,000 174,600 175,400 Fire Department Fees 0230-4534 151,514 174,043 149,400 164,000 158,500 Ambulance Fees 0240-4538 2,292,809 2,381,102 2,421,000 2,523,900 2,594,000 Engineering Fees 0420-4520 543 10,429 10,000 500 10,000 Street Services 0420 & 0430-4557 98,203 85,292 65,000 70,600 17,500 Central Garage 0450 4815 & 4551 0 0 0 0 237,500 Electrical Department 0801-4520 56,922 16,574 30,000 37,400 30,000 Sign Department 0810-4520 6,653 446 3,500 500 3,000 Parks Revenues 0610 / 0620-4572 - 4972 30,866 44,517 40,000 54,200 45,000 City Clerk Fees 0050-4520 6,370 6,285 6,000 6,500 6,300 Comm Dev 0740 / Econ Dev 0730 - CDBG -4811 401,126 239,132 270,600 247,600 256,400 Community Development - TIF 0730 / 0740-4811 0 320,000 407,900 407,900 411,900 Economic Development - County Aids 0730-4240 0 66,300 66,300 66,300 66,300 Comm Dev-Plan Review Fees-Econ Dev-0730-4520 57,791 996 0 0 25,000 Cable Access Fees 0150-4520 3,760 4,400 3,500 4,700 3,500 CATV Revenue 1010-4312 746,463 702,025 710,600 761,000 723,800 Property Search 0073-4519 22,935 21,770 21,000 23,400 21,100Property Search 0073-4519 22,935 21,770 21,000 23,400 21,100 Hazardous Materials 0230-4540 0 2,665 500 2,400 500 Garbage Fees 0470-4558 63,113 0 0 0 0 TOTAL CHGS. FOR CUR. SERV. 4,117,086 4,249,688 4,355,300 4,545,500 4,785,700 INTERDEPARTMENTAL REVENUES Materials & Labor-Utilities 0430-4812 614,366 851,420 615,000 722,500 530,500 Supervisor/Admin Labor-Util 0410,420,430-4814 289,368 325,482 293,000 338,100 347,500 Accounting Services-Utilities 0073-4806 463,107 471,617 470,000 421,800 421,800 Equipment/Labor Rental - Recycling 0480-4834 437,070 559,569 400,000 390,200 401,000 Computer Services - Utilities 0110-4822 164,600 166,700 166,700 168,500 168,500 Water G.O. Bond Abatement 0074-5275 1,368,362 1,294,224 1,304,400 1,297,700 0 Sewer G.O. Bond Abatement 0074-5273 1,536,864 1,491,121 1,489,800 1,483,100 0 Storm G.O. Bond Abatement 0074-5278 1,055,888 1,027,901 1,017,300 1,021,400 0 Parking G.O. Bond Abatement 0074-5272 53,023 55,758 30,200 29,900 0 Ind. Dev. G.O. Bond Abatement 0074-5270 405,411 398,012 407,400 407,400 0 TIF Districts G.O. Bond Abatement 0074-5274 3,981,045 4,071,912 4,410,200 4,395,000 0 Golf Course G.O. Bond Abatement 0074-5277 6,104 6,048 6,000 6,000 0 Centre G.O. Bond Abatement 0074-5261 216,447 223,658 220,300 220,300 0 Cable TV G.O. Bond Abatement 0074-5279 6,832 6,746 6,700 6,700 0 TSF from Debt Service BABs 0074-5299 0 402,800 0 0 0 TSF From Other Funds 0074-5299 0 0 0 0 0 Engineering Fees-Const. 0420-4555 1,345,442 995,121 1,562,200 1,544,500 1,810,000 TOTAL INTER. DEP. REV. 11,943,929 12,348,089 12,399,200 12,453,100 3,679,300 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGETED ESTIMATED PROPOSED REVENUES REVENUES REVENUES REVENUES BUDGET UNCLASSIFIED Sundry Revenue 0073 etc - 4952-4972 160,287 179,015 137,400 131,000 130,000 Sale of Capital Assets 0 4,629 0 0 0 Bond Proceeds 0073-5302 57,338 84,878 0 0 0 TOTAL UNCLASSIFIED 217,625 268,522 137,400 131,000 130,000 TOTAL GENERAL FUND REVENUES 41,558,568 42,421,531 43,003,100 43,543,600 43,217,800 Levy for Recycling *404,700 0 0 0 0 Levy for Garbage Collect & Disp *0 1,217,000 1,301,400 1,301,400 1,203,700 Levy for Street Lighting *1,057,500 1,081,700 1,100,000 1,100,000 1,110,900 Levy for Senior Services *291,800 281,800 281,200 281,200 276,400 Levy for "GO" Transit Utility * 726,200 599,500 655,100 655,100 746,200 Levy for Library *2,302,200 2,370,000 2,482,100 2,482,100 2,657,100 Levy for Museum *848,600 741,000 863,400 863,400 911,700 Levy for Grand Opera House * 66,200 73,000 73,000 73,000 22,700 Levy for Cemetery*274,800 261,100 282,600 282,600 296,400 Levy for Health Services*0 0 0 0 0 Levy for Equipment Fund *1,117,800 1,000,000 927,500 927,500 915,900 Levy Leach Amphetheater *15,000 14,000 14,000 14,000 14,000 Levy Pollock Comm Water Park * 67,300 64,000 64,000 64,000 64,000 Levy for Debt Services 17,085,200 17,704,300 18,130,300 18,130,300 9,943,100 Levy for Agency Funds 20,400 20,400 20,400 20,400 17,700 TOTAL PROPERTY TAXES LEVIED TO OTHER FUNDS 24,277,700 25,427,800 26,195,000 26,195,000 18,179,800 Build America Bond Credits Debt Services 463,029 302,600 355,400 355,400 336,300 Bond Abatements from Debt Service Fund 0 0 0 0 8,936,300 Approp. from Debt Svc. Fund 0 0 568,000 568,000 350,000 OTHER FUND REVENUES 24,740,729 25,730,400 27,118,400 27,118,400 27,802,400 TOTAL REVENUES 66,299,297 68,151,931 70,121,500 70,662,000 71,020,200 INCREASE 2014 2015 (DECREASE) Assessed Value 3,485,947,544 3,462,419,677 (23,527,867) 2013 2014 2015 $141,454,927 $147,228,306 $145,410,536 CITY: Limit - 5% of City Equalized Valuation of: $3,743,645,000 A S S E S S E D V A L U A T I O N General Obligation Debt as of December 31 I N D E B T E D N E S S D E B T L I M I T 5% of $3,743,645,000 $187,182,250 Present Debt - 77.68%$145,410,535 Legal Debt Margin - 22.32%$41,771,715 General City $86,407,652 Parking Utility $37,652 Water Utility $7,430,668 Sewer Utility $9,939,168 Storm Water Utility $7,632,922 TIF District $31,107,473 Industrial Development $1,845,000 Convention Center $1,010,000 $145,410,535 C I T Y I N D E B T E D N E S S R E C A P 12/31/2008 $6,965,275 12/31/2009 $7,623,103 2009 Fund Balance Reservations ($52,270) Allowance-Due From Golf Course/Non-Current Receivable ($480,191) $7,090,642 12/31/2010 $8,871,437 2010 Fund Balance Reservations ($286,025) Inventory - Unspendable (New Requirement per GASB 54)($15,128) Allowance-Due From Golf Course/Non-Current Receivable ($480,191) $8,090,093 12/31/2011 $9,708,106 2011 Fund Balance Reservations ($687,688) Inventory - Unspendable (New Requirement per GASB 54)($20,117) Allowance-Due From Golf Course/Non-Current Receivable ($480,191) $8,520,110 12/31/2012 $9,386,660 2012 Fund Balance Reservations ($502,664) Inventory - Unspendable (New Requirement per GASB 54)($63,560) $8,820,436 12/31/2013 $8,847,799 2013 Fund Balance Reservations ($91,977) Inventory - Unspendable (New Requirement per GASB 54)($13,477) Allowance-Due From Golf Course/Non-Current Receivable ($480,191) $8,262,154 12/31/2014 $9,277,395 2014 Fund Balance Reservations ($44,977) Inventory - Unspendable (New Requirement per GASB 54)($33,723) Allowance-Due From Golf Course/Non-Current Receivable ($480,191) $8,718,504 January 1, 2015 Overall Fund Balance $9,277,395 Budgeted Expenditures for 2015 $43,003,100 Budgeted Revenues for 2015 $43,003,100 Net Change in Fund Balance $0 Budgeted Fund Balance, 1-1-15 $9,277,395 ANALYSIS OF GENERAL FUND EQUITY December, 2014 Historical Balances Current Year Budget G E N E R A L G O V E R N M E N T FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL CITY COUNCIL GENERAL GOVERNMENT 100-0010-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 45,209 48,597 47,200 46,800 52,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . .Support initiatives that promote historic tourism and quality of life Adopt an new strategic plan for 2015-2016 Objectives to be Accomplished Next Year: Provide support and guidance for continued economic development Continue emphasis and support for high qualithy city infrastructure Support the improvement of all quality of life assets Support Economic Development Strengthen Neighborhoods Develop an Effective, High Performing Government Approved agreement for a new public/private partnership for economic development with Go EDC Links to City Strategic Plan: Support initiatives that create a performance based culture Support initiatives that increase employee engagement Approved new employee clinic to save on health insurance costs Improve and Maintain City Infrastructure Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To create a thriving and sustainable community offering abundant opportunities for work and life, while providing goods and services in pursuit of a safe and vibrant community. Budget Variances: Improve Quality of Life Assets 2012 Actual 2013 Actual 2014 Actual Trend Comment Contact Information:City Manager, Mark Rohloff, mrohloff@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Goal: Goal: Goal: ACCOUNT:100-0010-XXXX-XXXXX FUND:GENERAL FUNCTION:CITY COUNCIL DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 28,356 28,940 28,500 28,500 31,100 TOTAL PAYROLL - DIRECT LABOR 28,356 28,940 28,500 28,500 31,100 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 2,169 2,214 2,200 2,200 3,900 TOTAL PAYROLL - INDIRECT LABOR 2,169 2,214 2,200 2,200 3,900 Contractual Services 6458-00000 Conference & Training 1,276 3,130 2,000 2,000 3,300 6460-00000 Membership Dues 10,805 11,185 11,400 11,400 11,500 TOTAL CONTRACTUAL SERVICES 12,081 14,315 13,400 13,400 14,800 Materials & Supplies 6503-00000 Clothing 266 41 100 100 100 6505-00000 Office Supplies 948 845 800 800 800 6507-00000 Books & Periodicals 0 98 200 100 200 6589-00000 Other Materials & Supplies 1,389 2,144 2,000 1,700 2,000 TOTAL MATERIALS & SUPPLIES 2,603 3,128 3,100 2,700 3,100 TOTAL CITY COUNCIL 45,209 48,597 47,200 46,800 52,900 ACCOUNT: 100-0010-XXXX-XXXXX FUND: GENERAL FUNCTION: CITY COUNCIL DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Council Members 7 7 7 28,500 28,500 31,100 Social Security 6302 2,200 2,200 3,900 TOTAL PERSONNEL 7 7 7 30,700 30,700 35,000 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL CITY MANAGER GENERAL GOVERNMENT 100-0020-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 280,729 269,710 275,000 275,200 267,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . . Ensure timely and accurate quarterly status reports of KPI's to detail progress on strategic planning initiatives Develop strategic plan for 2017-2018 Continue to make progress on improving the quality of all city owned infrastructure Developed a strategic plan for 2015-2016 Significant Accomplishments: Support Economic Development Strengthen Neighborhoods Improve Quality of Life Assets Develop an Effective, High Performing Government Continued to provide administrative oversight and guidance to all departments and divisions Developed dashboard of key performance indicators (KPI's) Objectives to be Accomplished Next Year: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To provide leadership and direction in the implementation of City Council policy objectives and administration of city services and programs, ensuring accountability, community responsiveness and customer service excellence Budget Variances: simplify distribution formula Established employee health clinic with Winnebago Co. and Oshkosh Area School District Links to City Strategic Plan:Improve and Maintain City Infrastructure Continue progress towards lowering the City's debt burden Negotiated new lease agreement for Grand Opera House and amended room tax ordinance to Resurvey employee salaries and maintain pay for performance system of all non-rep employees Established GO-EDC as a new Economic Development Agency Represent the city as a stakeholder in strengthening the City's neighborhoods 2012 Actual 2013 Actual 2014 Actual Trend Comment Number of strategic 95 95 Increasing Stable in number of initiatives identified initiatives in current strategic plan Percent of strategic Goal 50% 90% Increase 1/1/16 will be halfway, initiatives outstanding on target to goal. Weekly newsletters 37 39 37 Increase Focus on to Council departments submit articles on a regular basis. Number of CMR's 23 24 24 Stable Goals & Measures Contact Information:City Manager, Mark Rohloff, mrohloff@ci.oshkosh.wi.us Goal: Successfully Implement City Manager Goals and Strategic Planning Initiatives Key Performance Measures ACCOUNT:100-0020-XXXX-XXXXX FUND:GENERAL FUNCTION:CITY MANAGER DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 203,588 184,482 185,600 191,400 181,000 TOTAL PAYROLL - DIRECT LABOR 203,588 184,482 185,600 191,400 181,000 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 63,193 68,784 73,000 68,400 69,400 TOTAL PAYROLL - INDIRECT LABOR 63,193 68,784 73,000 68,400 69,400 Contractual Services 6402-00000 Auto Allowance 6,000 6,000 6,000 6,000 6,000 6404-00000 Postage & Shipping 0 0 100 100 100 6458-00000 Conference & Training 2,971 5,038 4,800 3,200 5,100 6460-00000 Membership Dues 2,373 2,503 2,300 2,500 2,600 6466-00000 Misc. Contractual Services 1,440 1,822 1,800 1,800 1,800 TOTAL CONTRACTUAL SERVICES 12,784 15,363 15,000 13,600 15,600 Materials & Supplies 6503-00000 Clothing 60 0 0 0 0 6505-00000 Office Supplies 769 578 800 1,000 1,000 6507-00000 Books & Periodicals 335 332 400 500 500 6589-00000 Other Materials & Supplies 0 171 200 300 300 TOTAL MATERIALS & SUPPLIES 1,164 1,081 1,400 1,800 1,800 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL CITY MANAGER 280,729 269,710 275,000 275,200 267,800 ACCOUNT: 100-0020-XXXX-XXXXX FUND: GENERAL FUNCTION: CITY MANAGER DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget City Manager 1 1 1 136,700 138,000 138,000 Administrative Assistant 1 1 1 48,900 53,400 43,000 Health Insurance 6306 42,200 39,900 42,300 Retirement 6304 16,800 12,600 12,000 Social Security 6302 13,300 14,600 13,900 Life Insurance 6310 700 1,300 900 Income Continuation Insurance 6312 0 0 300 TOTAL PERSONNEL 2 2 2 258,600 259,800 250,400 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL CITY ATTORNEY GENERAL GOVERNMENT 100-0030-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 386,924 426,174 442,100 435,100 431,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . . . . following goals: Promote Openness and Communication Build Positive Relationships between Council and Staff Significant Accomplishments:Conducted training for City Staff on open meetings, public records, and providing staff support to City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The mission of the City Attorney's Office is to provide high quality legal services in an efficient, timely, and effective manner for the benefit of the City of Oshkosh Budget Variances: Council, Boards, and Commissions. Various litigation including nuisance actions related to Buckstaff and Pioneer Inn properties and administrative challenge to WPDES permit requirements. Various ordinance reviews and updates - reviewed options for sex offender residency ordinance, updated liquor licensing ordinance, room tax ordinance, and worked with Fire Department on Negotiation of new agreement with Oshkosh Opera House Foundation for operation of the Grand Opera House. Links to City Strategic Plan:The City Attorney's office plays an important role in supporting the City Manager and other City prairie burning ordinance, and Transportation Department on parking lots ordinance. Objectives to be Accomplished Next Year: Provide city-wide training on topic to be determined Provide sound analysis and advice Continue work on Buckstaff property & WPDES permit challenge and TMDL analysis Train new Administrative Assistant Departments in the pursuit of the goals set forth in the Strategic Plan and has direct links to the 2012 Actual 2013 Actual 2014 Actual Trend Comment % of initial review of documents or other matters completed within three to five business days - 100% Updated city council manual & provided training for new council member. Researched status of Museum Board and funds and status of Housing Authority. Developed manual & conducted training on staff support for Council, Boards, and Commissions. Coordinated legal advice leading to successful issuance of permit for the 9th Avenue detention basin by WDNR. Assisted Dept. of Community Development with drafting and review of various agreements pertaining to GO-EDC, Aviation Industrial Park, and Riverwalk. Cost of legal services compares favorably with cost of alternative services options. City Attorney's office hourly rate including benefits $79.14 for City Attorney, $68.79 for Assistant City Attorney Outside legal counsel average hourly rate $234* *Average private practice billing rate for an associate attorney with 10+ years of experience per State Bar of Wisconsin 2013 Economics of Practice Survey Key Performance Measures Goals & Measures Goal: Provide Support in a Timely Manner Goal: Provide information, training, and other additional support on various matters and special projects to City Staff, City Council, City Boards and Commissions Goal: Provide cost effective professional legal representation to the City Goal: Contact Information:City Attorney Lynn Lorenson, llorenson@ci.oshkosh.wi.us ACCOUNT: 100-0030-XXXX-XXXXX FUND: GENERAL FUNCTION: CITY ATTORNEY DEPARTMENT: GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 235,202 246,938 250,900 252,900 252,600 TOTAL PAYROLL - DIRECT LABOR 235,202 246,938 250,900 252,900 252,600 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 87,575 117,281 125,900 120,100 113,900 TOTAL PAYROLL - INDIRECT LABOR 87,575 117,281 125,900 120,100 113,900 Contractural Services 6404-00000 Postage & Shipping 0 0 100 0 100 6424-00000 Maintenance Office Equipment 0 0 100 0 100 6446-00000 Contractual Employment 51,096 51,096 51,100 51,100 51,100 6456-00000 Service/Witness Fees 1,265 716 1,200 500 1,200 6458-00000 Conference & Training 2,948 3,202 3,400 3,200 3,800 6459-00000 Other Employee Training 0 249 300 0 300 6460-00000 Membership Dues 909 970 1,000 1,000 1,000 TOTAL CONTRACTURAL SERVICES 56,218 56,233 57,200 55,800 57,600 Utilities 6475-00000 Telephones 0 0 0 100 200 6479-00000 Other Utilities 0 0 0 0 0 TOTAL UTILITIES 0 0 0 100 200 Sundry Fixed Charges 6499-00000 Miscellaneous Fixed Charges 0 0 0 0 0 TOTAL SUNDRY FIXED CHARGES 0 0 0 0 0 Materials & Supplies 6505-00000 Office Supplies 398 366 700 600 700 6507-00000 Books & Periodicals 7,531 5,356 7,400 5,000 6,000 6509-00000 Computer Supplies 0 0 0 600 0 6589-00000 Other Materials & Supplies 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 7,929 5,722 8,100 6,200 6,700 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL CITY ATTORNEY 386,924 426,174 442,100 435,100 431,000 ACCOUNT: 100-0030-XXXX-XXXXX FUND: GENERAL FUNCTION: CITY ATTORNEY DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget City Attorney 1 1 1 108,700 109,700 111,900 Assistant City Attorney 1 1 1 92,800 93,800 95,700 Administrative Assistant 1 1 1 49,400 49,400 45,000 Health Insurance 6306 88,900 82,900 76,100 Retirement 6304 16,900 17,100 16,900 Social Security 6302 19,600 19,200 19,600 Life Insurance 6310 500 900 900 Income Continuation Insurance 6312 0 0 400 TOTAL PERSONNEL 3 3 3 376,800 373,000 366,500 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL HUMAN RESOURCES GENERAL GOVERNMENT 100-0040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 598,297 575,877 627,000 614,100 618,500 REVENUES 2012 Revenues 2013 Revenues 2014 Appropriation 2014 Year End Estimate 2015 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . Significant Accomplishments: to maximize cost effectiveness. Initiated strategic planning dashboard development to simplify trend analysis. Acclimate new staff to their roles and responsibilities. After selecting a new benefits consultant, evaluated health insurance and benefits structure in order Opened Three Waves Health Clinic and Wellness Center in cooperation with OASD & Winn. Cty. to improve employee health and reduce organizational costs. Objectives to be Accomplished Next Year: Continue to expand the new time and attendance system, where appropriate. Provide supervisory training to continue employee engagment development. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: 6401/6427 - Finance reallocated services to correct account number & budgeted accordingly for 2016 Payroll Coordinator position moved from Human Resources to Finance Improve communications with and feedback from employees. Increase opportunities for employee involvement. Improve employees understanding of role. Links to City Strategic Plan: The Human Resources Division is dedicated to providing customer driven solutions and programs that strategically address organizational needs for an effective and efficient workforce. Build Leader and Employee Skills to Manage to Performance Measures. Implement new employee recognition program. 2012 Actual 2013 Actual 2014 Actual Trend Comment External Recruitments Completed more completed per HR FTE N/A 5.67 7.5 Up recruitments per HR staff HR Expenditures per Costs reduced increased ext. recruit. completed N/A $522.58 $502.22 Down online advertising Avg. working days to complete ext. recruit.N/A 40 40 Same N/A Employee turnover N/A 3.04%6.00%Up Impact of Impr. Economy Training hrs. per empl.N/A N/A 0.9 N/A New measure Key Performance Measures Goals & Measures Contact Information:Pam Resch, Human Resources Manager, presch@ci.oshkosh.wi.us Goal: Improve employee engagement/Develop a performance culture Goal: Goal: ACCOUNT:100-0040-XXXX-XXXXX FUND:GENERAL FUNCTION:HUMAN RESOURCES DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 340,493 372,068 379,900 383,000 334,400 6103-00000 Regular Pay - Temp Employee 0 2,360 0 0 29,000 TOTAL PAYROLL - DIRECT LABOR 340,493 374,428 379,900 383,000 363,400 Payroll - Indirect Payroll 63xx-00000 Payroll - Indirect Payroll 112,396 137,160 149,000 158,200 157,300 TOTAL PAYROLL - INDIRECT LABOR 112,396 137,160 149,000 158,200 157,300 Contractual Services 6401-00000 Contractual Services 124,701 54,154 61,000 34,300 34,300 6402-00000 Auto Allowance 960 960 1,000 1,000 1,000 6406-00000 Computer Service Charges 0 0 0 26,700 26,700 6410-00000 Advertising/Marketing 7,576 640 5,000 5,000 5,000 6427-00000 Maintenance Computer 0 1,000 0 0 0 6458-00000 Conference & Training 1,760 2,988 7,200 1,500 6,800 6459-00000 Other Employee Training 608 377 9,000 0 9,000 6460-00000 Membership Dues 856 1,329 2,600 2,600 2,600 6466-00000 Misc Contractual Services 3,744 192 0 0 0 TOTAL CONTRACTUAL SERVICES 140,205 61,640 85,800 71,100 85,400 Utilities 6475-00000 Telephones 0 0 0 0 500 6479-00000 Other Utilities 0 0 0 0 0 TOTAL UTILITIES 0 0 0 0 500 Materials & Supplies 6505-00000 Office Supplies 1,936 1,527 1,500 1,500 1,500 6507-00000 Books & Periodicals 663 436 1,100 0 700 6510-00000 Employee Training Material 0 210 0 0 0 6589-00000 Other Materials & Supplies 2,604 476 9,700 300 9,700 TOTAL MATERIALS & SUPPLIES 5,203 2,649 12,300 1,800 11,900 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL HUMAN RESOURCES 598,297 575,877 627,000 614,100 618,500 ACCOUNT: 100-0040-XXXX-XXXXX FUND: GENERAL FUNCTION: HUMAN RESOURCES DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Asst City Manager/Dir of Admin Srvcs 6102 1 1 1 121,600 122,100 124,600 Human Resources Manager 6102 1 1 1 73,400 72,200 69,700 Payroll Coordinator 6102 1 1 0 49,700 49,700 0 Human Resource Assistant 6102 1 1 1 34,500 37,300 35,200 Benefits Coordinator 6102 1 1 1 47,900 48,900 49,900 Organizational Development Specialist 6102 1 1 1 48,800 48,800 51,000 Temporary Help / Manager Assist. Intern 6103 1 0 0 29,000 Overtime/Comp/199 6102 4,000 4,000 4,000 Health Insurance 6306 93,400 101,700 103,600 Retirement 6304 25,900 26,000 24,000 Social Security 6302 29,000 29,600 28,100 Life Insurance 6310 700 900 900 Income Continuation Insurance 6312 0 0 700 TOTAL HUMAN RESOURCES 6 6 6 528,900 541,200 520,700 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL CITY CLERK GENERAL GOVERNMENT 100-0050-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 237,089 255,117 252,700 252,800 254,100 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids Fees & Charges Miscellaneous Surplus Applied Transfer TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: Objectives to be Accomplished Next Year: Links to City Strategic Plan: The Clerk's Office is to fulfill the traditional city clerk responsibilities of record keeping, preparation of agendas and meeting notices, documentation of official minutes, process liquor licenses and provide information to other departments and citizens Promote transparency & communication Continuously improve customer service Significant Accomplishments: 2012 Actual 2013 Actual 2014 Actual Trend Comment Utilize best practice for customer service Respond quickly & accurately to customer request or customers' needs Telephone calls Incoming 10,322 1,806 5,798 Counter Service no data 2,903 6,524 Agendas Prepared 27 28 25 Posting of Notices 35 45 36 Minutes 27 28 25 Total Number of Documents / Records Executed Ordinances 49 44 31 Resolutions 522 490 488 Agreements / Contracts 168 117 104 Claims 33 53 53 Cemetery Deeds 25 14 20 Gifts to the City 9 1 0 Total Numbr of Licenses Issued Class A / B 225 230 221 Bartenders 903 913 865 Special Class B 105 125 122 Special Events 134 117 113 Block Parties 7 3 7 Hearings 21 19 16 Total Records 4798 7929 7401 Street 3,571,075.46 6,291,172.36 5,613,623.25 Sewer 768,656.22 1,854,974.26 1,779,903.73 Water 271,229.85 195,541.30 197,454.71 Sidewalk 701,946.29 993,661.18 1,032,637.55 Contact Information:City Clerk, Pam Ubrig (920) 236-5011 Goal: Board of Review Goal: Special Events / Block Partieds Processed Goal: Special Assessments Goal: Record Management Goal: Licenses Issued Key Performance Measures Goal: Council Related Documents Goal: Administration / Customer Service & Support Goals & Measures ACCOUNT:100-0050-XXXX-XXXXX FUND:GENERAL FUNCTION:CITY CLERK DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 158,833 177,541 167,400 170,100 179,500 TOTAL PAYROLL - DIRECT LABOR 158,833 177,541 167,400 170,100 179,500 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 62,273 66,089 63,100 62,900 60,500 TOTAL PAYROLL - INDIRECT LABOR 62,273 66,089 63,100 62,900 60,500 Contractual Service 6410-00000 Advertising/Marketing 11,274 7,983 10,000 8,500 10,000 6458-00000 Conference & Training 846 64 600 0 600 6459-00000 Other Employee Training 0 35 100 0 0 6460-00000 Membership Dues 235 235 300 300 300 TOTAL CONTRACTUAL SERVICE 12,355 8,317 11,000 8,800 10,900 Utilities 6475-00000 Telephones 0 0 0 0 0 6479-00000 Other Utilities 0 0 0 0 0 TOTAL UTILITIES 0 0 0 0 0 Fixed Charges 6488-00000 Employee Bond 0 0 0 0 0 6496-00000 Licenses and Permits 0 0 0 0 0 TOTAL FIXED CHARGES 0 0 0 0 0 Materials & Supplies 6505-00000 Office Supplies 3,331 2,917 2,900 2,900 2,900 6507-00000 Books & Periodicals 277 253 300 300 300 6517-00000 Supplies/Repair Parts 0 0 0 0 0 6589-00000 Other Materials & Supplies 20 0 0 0 0 TOTAL MATERIALS & SUPPLIES 3,628 3,170 3,200 3,200 3,200 Capital Outlay 7202-00000 Office Equipment Purchase 0 0 8,000 7,800 0 7230-00000 Computer Software 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 8,000 7,800 0 TOTAL CITY CLERK 237,089 255,117 252,700 252,800 254,100 ACCOUNT: 100-0050-XXXX-XXXXX FUND: GENERAL FUNCTION: CITY CLERK DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget City Clerk 1 1 1 80,900 81,300 83,000 Deputy City Clerk 1 1 1 48,400 48,900 49,900 Elections Aide 1 1 1 35,900 36,000 37,600 Overtime/Comp/199 2,200 3,900 9,000 Health Insurance 6306 38,500 37,700 33,900 Retirement 6304 11,400 11,600 11,900 Social Security 6302 12,800 13,100 13,800 Life Insurance 6310 400 500 500 Income Continuation Ins.6312 0 0 400 TOTAL PERSONNEL 3 3 3 230,500 233,000 240,000 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL ELECTIONS GENERAL GOVERNMENT 100-0060-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 55,129 100,435 81,800 68,000 164,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . Significant Accomplishments: Implement ImageCast Evolution (ICE) voting equipment 4 year purge with voter registration cards Objectives to be Accomplished Next Year: Continually improve customer service Promote transparency & communication Worked with Winnebago County & surrounding entities to purchase ImageCast Evolution (ICE) voting equipment City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The City Clerk's Office provides election service to voters and candidates so they can participate in the election process Links to City Strategic Plan: 2012 Actual 2013 Actual 2014 Actual Trend Comment Met all deadlines for elections established by state law. Implemented new procedure set by Government Accountability Board. Registered Voters 40,533 40,655 46,958 Absentee Ballots Mailed 6,163 1,810 3,058 Early Voters Processed 8,473 313 2,644 Goal: Training of Election Inspectors Contact Information:City Clerk, Pam Ubrig (920) 236-5011 Key Performance Measures Goals & Measures Goal: Election comply with election laws Goal: Election Record Management Goal: ACCOUNT:100-0060-XXXX-XXXXX FUND:GENERAL FUNCTION:ELECTIONS DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6103-00000 Regular Pay - Temp. Employee 34,116 73,590 45,000 34,300 115,000 6102-00000 Maintenance-Labor 0 2,544 0 0 0 6102-00000 Regular Pay 5,578 0 8,400 4,900 9,500 TOTAL PAYROLL - DIRECT LABOR 39,694 76,134 53,400 39,200 124,500 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 1,045 1,128 1,300 800 9,900 TOTAL PAYROLL - INDIRECT LABOR 1,045 1,128 1,300 800 9,900 Contractual Services 6402-00000 Auto Allowance 92 166 200 200 400 6410-00000 Advertising/Marketing 714 2,739 1,000 3,100 3,000 6426-00000 Maint. Mach/Equip/Bldg/Struct 495 0 1,000 0 0 6432-00000 Equipment Rental 280 0 200 0 0 6440-00000 Other Rental 0 240 0 200 400 6458-00000 Conference and Training 200 112 100 0 200 6466-00000 Misc. Contr. Services (Ballots/Prog)5,642 2,415 7,500 8,400 7,500 TOTAL CONTRACTUAL SERVICES 7,423 5,672 10,000 11,900 11,500 Utilities 6475-00000 Telephones 95 70 100 100 300 TOTAL UTILITIES 95 70 100 100 300 6503-00000 Clothing 0 0 0 0 0 6505-00000 Office Supplies 6,872 4,698 3,000 3,000 18,000 6509-00000 Computer Supplies 0 0 0 0 0 6517-00000 Supplies/Repair Parts 0 0 0 0 0 6550-00000 Minor Equipment 0 0 14,000 13,000 0 6589-00000 Other Materials & Supplies 0 116 0 0 0 TOTAL MATERIALS & SUPPLIES 6,872 4,814 17,000 16,000 18,000 Capital Outlay 7202-00000 Office Equipment Purchase 0 12,617 0 0 0 TOTAL CAPITAL OUTLAY 0 12,617 0 0 0 TOTAL ELECTIONS 55,129 100,435 81,800 68,000 164,200 ACCOUNT: 100-0060-XXXX-XXXXX FUND: GENERAL FUNCTION: ELECTIONS DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Poll Workers 6103 45,000 34,300 115,000 Maintenance-Labor 6102 0 0 0 Extra Help 6102 8,400 4,900 9,500 Health Insurance 6306 0 0 0 Retirement 6304 700 300 300 Social Security 6302 500 400 9,500 Life Insurance 6310 100 100 100 TOTAL PERSONNEL 0 0 0 54,700 40,000 134,400 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL FINANCE GENERAL GOVERNMENT 100-0071-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 868,060 928,508 954,000 925,700 1,034,700 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 .Complete all regulatory reporting accurately and on time . . . . . . . . . . Worked with Long Range Finance Committee - Capital Improvement Program Policy Worked on Team that brought forward a new ERP solution for City Evaluate all Utility rates and complete rate cases/implement rate increases Objectives to be Accomplished Next Year: Account for and monitor all City funds Improve and Maintain Infrastructure - Assist with financing plans Support Business Economic development - TIF Accounting , Assist with Grants, Loan Proceeds, Etc. Integrate Payroll coordinator in the Finance Department Significant Accomplishments: Bonding - complete all necessary borrowings on behalf of the City Complete all regulatory reporting accurately and on time Analyze and improve the way all City trust funds are managed and administered Continue to work with Community Development on TIF related issues Improve Quality of Life Assets - Assist with financing plans Develop a Performance Culture - Establish goals/measures for 17 employees/ensure accountability Improve Employee Engagement - Make sure employees understand role, are engaged, and involved City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances:Payroll Coordinator position moved from Human Resources to Finance The mission of the Finance Department is to maintain the integrity of the City through financial services, timely information and analysis, innovation, financial management, and appropriate controls. Our goals are to: (1) accurately record & report all transactions, (2) prudently manage all cash and investments, (3) responsibly execute borrowings, (3) prudently manage the financial operations of the three Utilities, and (4) assist internal and external customers with finance related issues/challenges/opportunities to the best of our ability. Links to City Strategic Plan: 2012 Actual 2013 Actual 2014 Actual Trend Comment Annual City Audit - CAFR yes yes yes Single Audit yes yes yes RDA Audit yes yes yes Department Revenue yes yes yes PSC Report yes no no Tax Settlements yes yes yes Monthly Financial to Departments by the 25th yes yes yes Quarterly Financials to Council with 45 day quarter close yes no no Special Requests for reports completed within 7 days yes yes yes Have enough funds on hand to pay all bills yes yes Pay all bills within 7 days of being requested yes yes Ensure all funds are safely deposited yes yes Treasury Transactions yes yes Invoicing yes yes Phone Call Requests yes yes Parking Citation Processing yes yes Customer Complaints yes yes Contact Information:Trena Larson, Director of Finance, tlarson@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Complete all required external reporting accurately and on time. Goal: Complete all internal financial reporting in a timely matter Goal: Customer Service - Respond to internal and external customer requests appropriately Goal: Maintain adequate cash on hand to meet need of the City/ Pay bills promptly/ Safeguard Funds ACCOUNT:100-0071-XXXX-XXXXX FUND:GENERAL FUNCTION:FINANCE DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6103-00000 Reg. Pay - Temp Employee 33,300 11,081 0 0 0 6102-00000 Regular Pay 618,031 646,543 672,700 673,900 742,900 TOTAL PAYROLL - DIRECT LABOR 651,331 657,624 672,700 673,900 742,900 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 210,457 244,595 272,800 240,900 281,900 TOTAL PAYROLL - INDIRECT LABOR 210,457 244,595 272,800 240,900 281,900 Contractual Services 6401-00000 Contractual Services 0 14,373 0 0 0 6402-00000 Auto Allowance 720 640 1,000 1,000 1,000 6458-00000 Conference & Training 856 3,107 3,000 3,000 3,400 6459-00000 Other Employee Training 262 195 0 0 0 6460-00000 Membership Dues 855 570 600 600 600 6466-00000 Misc Contractual Services 0 559 0 1,700 0 TOTAL CONTRACTUAL SERVICES 2,693 19,444 4,600 6,300 5,000 UtilitiesUtilities 6475-00000 Telephones 0 0 0 100 200 6479-00000 Other Utilities 0 0 0 0 0 TOTAL UTILITIES 0 0 0 100 200 Materials & Supplies 6505-00000 Office Supplies 3,557 5,124 3,800 4,300 4,000 6507-00000 Books & Periodicals 22 22 100 100 700 6550-00000 Minor Equipment 0 1,699 0 0 0 6589-00000 Other Materials & Supplies 0 0 0 100 0 TOTAL MATERIALS & SUPPLIES 3,579 6,845 3,900 4,500 4,700 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL FINANCE 868,060 928,508 954,000 925,700 1,034,700 ACCOUNT: 100-0071-XXXX-XXXXX FUND: GENERAL FUNCTION: FINANCE DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Director of Finance 1 1 1 106,600 106,600 108,700 Assistant Finance Director 1 1 1 78,300 78,300 79,900 Financial Accounting Manager 1 1 1 68,300 68,300 69,600 Financial Utility Manager 1 1 1 63,800 63,800 65,100 Payroll Coordinator 0 0 1 0 0 52,000 Lead Cashier 1 1 1 48,400 48,900 49,900 Account Clerk II 3 3 3 121,500 122,000 124,500 Cashier 2 2 2 76,600 76,500 77,200 Account Clerk I 1 1 1 34,100 34,100 34,800 Administrative Assistant 1 1 1 51,400 51,400 52,400 Overtime/Comp/199 2,300 2,600 7,000 Part-time 6102 0.80 0.80 0.80 21,400 21,400 21,800 Health Insurance 6306 174,100 141,700 173,300 Retirement 6304 45,800 45,800 48,600 Social Security 6302 51,500 51,500 56,300 Life Insurance 6310 1,400 1,900 2,000 Income Continuation Insurance 6312 0 0 1,700 TOTAL PERSONNEL 12.80 12.80 13.80 945,500 914,800 1,024,800 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL PURCHASING GENERAL GOVERNMENT 100-0090-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 212,721 225,881 229,600 231,200 231,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . . Links to City Strategic Plan: Provide refresher training for purchasing procedures and P-card. City of Oshkosh, 2016 Proposed Budget and Performance Report The Purchasing Division's mission is to acquire commodities and services for the City in an effective, efficient and impartial manner. Specific objectives include a) ensuring fair and equitable treatment of all vendors and persons who deal with the procurement process; b) fostering public confidence in these purchasing procedures through the use of modern and professional business tools and c) securing the advantages and economies derived from a centralized/standardized purchasing system. Mission Statement: Budget Variances: Coordinated bid specs/review/award for 2015 HVAC/Roofing Replacement schedule & projects. V. Develop An Effective, High Performing Government, V.A- Strengthen our Financial Position & Capabilities Coordinated bid specs/review/award for ERP office modification projects throughout City Hall. Complete bid specs/review/award for ERP office modification projects. IV. Improve Our Quality of Life Assets, IV.B.- Update Existing Quality of Life Asset Plans Coordinated Enterprise Resource Program (ERP) Financial Software RFP Process. Coordinate bid specs for 2016 HVAC/Roofing replacement schedule and projects. Objectives to be Accomplished Next Year: Significant Accomplishments: III. Improve & Maintain our Infrastructure, III. C.- Improve Our City Buildings III. Improve & Maintain our Infrastructure, III. D.- Manage our City Equipment Coordinated bid specs/review/award for Sawyer Ave Storage Facility modification projects. Coordinated review and recommendation for new vendor registration/notification software. Coordinate bid specs for 2016 CIP Property Improvement & Major Equipment items. Select and implement a new vendor registration/notification software. Coordinated bid specs/review/award for Safety Building Police Department modification projects. Coordinated bid specs/review/award for 2015 CIP Property Improvement & Major Equipment items. 2012 Actual 2013 Actual 2014 Actual Trend Comment RFB's solicited:40 36 34 Down Annual qty varies based RFQ's solicited:18 29 30 Up on services or product RFP's solicited:5 6 7 Up needed for the year PO's Issued:3,606 2,443 2,522 None Annual qty varies based Total PO Spend:$43,808,653 $29,745,600 $24,195,900 Down on services or product P-Card Transactions:7,915 8,564 7,800 None needed for the year Total P-Card Spend:1,373,515 $1,388,100 $1,316,432 None Osh-Buy Surplus Sales:$12,154 $4,966 $13,373 None Varies based on surplus P-Card Rebate JPMC:$19,492 $20,741 $21,851 Up Rebate percentage increase Goal: Foster public confidence in our purchasing procedures through the use of modern and professional business tools. Goal: Secure advantages and economies derived from a centralized/standardized purchasing system. Contact Information:Jon G. Urben, General Services Manager, (920) 236-5100, jurben@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Ensure fair and equitable treatment of all vendors and persons who deal with the procurement process. ACCOUNT:100-0090-XXXX-XXXXX FUND:GENERAL FUNCTION:PURCHASING DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 156,741 164,955 166,100 167,700 170,900 6103-00000 Regular Pay - Temp Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 156,741 164,955 166,100 167,700 170,900 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 50,885 55,330 57,700 58,100 55,000 TOTAL PAYROLL - INDIRECT LABOR 50,885 55,330 57,700 58,100 55,000 Contractual Services 6404-00000 Postage & Shipping 0 0 0 0 0 6410-00000 Advertising/Marketing 1,849 2,424 2,500 2,000 2,500 6458-00000 Conference & Training 1,438 1,171 1,500 600 1,500 6459-00000 Other Employee Training 0 321 0 900 0 6460-00000 Membership Dues 315 320 400 400 400 6496-00000 Licenses & Permits 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 3,602 4,236 4,400 3,900 4,400 Utilities 6475-00000 Telephones 0 0 0 100 200 6479-00000 Other Utilities 0 0 0 0 0 TOTAL UTILITIES 0 0 0 100 200 Materials & Supplies 6505-00000 Office Supplies 1,493 1,360 1,400 1,400 1,400 6589-00000 Other Materials & Supplies 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 1,493 1,360 1,400 1,400 1,400 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL PURCHASING 212,721 225,881 229,600 231,200 231,900 ACCOUNT: 100-0090-XXXX-XXXXX FUND: GENERAL FUNCTION: PURCHASING DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget General Services Manager 1 1 1 83,700 84,400 86,100 Senior Buyer 1 1 1 48,900 50,000 51,000 Secretary 1 1 1 33,100 33,200 33,800 Overtime/Comp/199 400 100 0 Health Insurance 6306 33,200 33,200 29,600 Retirement 6304 11,300 11,400 11,300 Social Security 6302 12,800 12,900 13,100 Life Insurance 6310 400 600 600 Income Continuation Insurance 6312 0 0 400 TOTAL PERSONNEL 3 3 3 223,800 225,800 225,900 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL INFORMATION TECHNOLOGY GENERAL GOVERNMENT 100-0110-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,085,700 1,151,389 1,191,700 1,195,000 1,220,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 . . . . . . . . . . . Links to City Strategic Plan:V.A. Strengthen our financial position and capabilities - deploy ERP (Enterprise Resource Objectives to be Accomplished Next Year: Begin conversion process of various systems into the new enterprise resource planning (ERP) system. Implementation of iasWorld (Integrated Assessment Software). Continued development of enterprise GIS environment, implementing established data standards. Enhanced transparency through public accessibility of data via City web site. Continue to act as a resource to all City departments engaged in continuous improvement activities. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: The Information Technology Division will provide the highest quality technology-based services, as well as GIS system design & administration, printing and mailing/shipping, in the most cost-effective manner, to facilitate the internal support services, governance, and community service for the City of Oshkosh and its Citizenry. Significant Accomplishments: Planning) software suite. V.B. Improve employee engagement - improve communications with and feedback from employees. V.D. Engage and educate citizens - increase public awareness of City services and value. Expand usage of custom time & attendance system, with electronic time-off approval system. Begin foundation work for implementation of ERP (Enterprise Resource Planning) software suite. Begin phasing in custom time and attendance system. Work in conjunction with Oshkosh Media to rebrand/redesign web site. Continue development of enterprise GIS environment, implementing established data standards. Launch new public safety scheduling system, integrating with payroll. 2012 Actual 2013 Actual 2014 Actual Trend Comment Visitor Hits to Webs 659,552 693,013 701,488 UP Due to increased mobile- Unique Visitors 323,586 349,655 367,930 UP friendly & O/S independent % New Visitors 46.61%47.46%50.60%UP format enhancements, more devices are accessing City web sites. # of GIS training classes 12 7 DOWN Departments realizing # of GIS installations 123 181 UP benefits/efficiencies of GIS Users' Group Meetings 3 6 UP GIS technology and data sharing. PC Failure Rate 2 1 DOWN Network and infrastructure Network uptime 98%98%SAME dependability remains strong. Goals & Measures Goal: Develop an effective, high performing government. Increase public awareness of City services and value. Goal: Develop an effective, high performing government. Improve employee engagement. Goal: Develop an effective, high performing government. Develop a Performance Culture. Ensure efficient maintenance of city computer infrastructure. Contact Information:Tony Neumann, Information Technology Manager, tneumann@ci.oshkosh.wi.us Key Performance Measures FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL INFORMATION TECHNOLOGY GENERAL GOVERNMENT 100-0110-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,085,700 1,151,389 1,191,700 1,195,000 1,220,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 . . . . . . . . . . . Links to City Strategic Plan:V.A. Strengthen our financial position and capabilities - deploy ERP (Enterprise Resource Objectives to be Accomplished Next Year: Begin conversion process of various systems into the new enterprise resource planning (ERP) system. Implementation of iasWorld (Integrated Assessment Software). Continued development of enterprise GIS environment, implementing established data standards. Enhanced transparency through public accessibility of data via City web site. Continue to act as a resource to all City departments engaged in continuous improvement activities. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: The Information Technology Division will provide the highest quality technology-based services, as well as GIS system design & administration, printing and mailing/shipping, in the most cost-effective manner, to facilitate the internal support services, governance, and community service for the City of Oshkosh and its Citizenry. Significant Accomplishments: Planning) software suite. V.B. Improve employee engagement - improve communications with and feedback from employees. V.D. Engage and educate citizens - increase public awareness of City services and value. Expand usage of custom time & attendance system, with electronic time-off approval system. Begin foundation work for implementation of ERP (Enterprise Resource Planning) software suite. Begin phasing in custom time and attendance system. Work in conjunction with Oshkosh Media to rebrand/redesign web site. Continue development of enterprise GIS environment, implementing established data standards. Launch new public safety scheduling system, integrating with payroll. 2012 Actual 2013 Actual 2014 Actual Trend Comment Visitor Hits to Webs 659,552 693,013 701,488 UP Due to increased mobile- Unique Visitors 323,586 349,655 367,930 UP friendly & O/S independent % New Visitors 46.61%47.46%50.60%UP format enhancements, more devices are accessing City web sites. # of GIS training classes 12 7 DOWN Departments realizing # of GIS installations 123 181 UP benefits/efficiencies of GIS Users' Group Meetings 3 6 UP GIS technology and data sharing. PC Failure Rate 2 1 DOWN Network and infrastructure Network uptime 98%98%SAME dependability remains strong. Goals & Measures Goal: Develop an effective, high performing government. Increase public awareness of City services and value. Goal: Develop an effective, high performing government. Improve employee engagement. Goal: Develop an effective, high performing government. Develop a Performance Culture. Ensure efficient maintenance of city computer infrastructure. Contact Information:Tony Neumann, Information Technology Manager, tneumann@ci.oshkosh.wi.us Key Performance Measures ACCOUNT:100-0110-XXXX-XXXXX FUND:GENERAL FUNCTION:INFORMATION TECHNOLOGY DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 410,503 431,900 431,900 431,600 440,300 6103-00000 Regular Pay - Temp. Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 410,503 431,900 431,900 431,600 440,300 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 159,033 172,299 182,000 181,400 166,200 TOTAL PAYROLL - INDIRECT LABOR 159,033 172,299 182,000 181,400 166,200 Contractual Services 6401-00000 Contractual Services 3,599 2,800 2,300 2,500 2,500 6402-00000 Auto Allowance 370 398 500 500 500 6404-00000 Postage & Shipping 63,816 64,786 41,100 34,000 36,700 6406-00000 Computer Service Charges 8,416 7,432 99,600 98,700 16,500 6407-00000 Cloud Based Computer Services 0 0 0 0 110,600 6420-00000 Repairs to Tools & Equipment 0 267 0 0 0 6424-00000 Maintenance Office Equipment 9,477 12,209 16,400 13,100 15,200 6426-00000 Maintenance Mach/Equip/Bldg 22,816 24,047 23,400 26,000 40,300 6427-00000 Maintenance Computer Software 228,808 233,213 190,600 190,800 174,700 6432-00000 Equipment Rental 37,837 39,261 39,800 35,000 37,000 6440-00000 Other Rental 2,355 2,355 2,400 2,400 2,400 6458-00000 Conference & Training 3,383 1,061 5,000 3,300 5,000 6459-00000 Other Employee Training 0 5,194 200 0 200 6460-00000 Membership Dues 350 300 1,800 1,800 1,900 TOTAL CONTRACTUAL SERVICES 381,227 393,323 423,100 408,100 443,500 Utilities 6475-00000 Telephones 32,238 33,338 37,800 26,000 19,800 TOTAL UTILITIES 32,238 33,338 37,800 26,000 19,800 Fixed Charges 6496-00000 Licenses and Permits 0 0 0 0 0 TOTAL FIXED CHARGES 0 0 0 0 0 Materials & Supplies 6505-00000 Office Supplies 11,196 13,870 17,300 17,000 17,000 6506-00000 Software Supplies 2,971 4,051 4,000 5,400 5,500 6507-00000 Books & Periodicals 112 36 300 300 300 6509-00000 Computer Supplies 7,995 6,597 6,700 6,700 4,500 6517-00000 Supplies/Repair Parts 0 856 1,000 1,000 1,000 6550-00000 Minor Equipment 41,850 45,645 75,200 83,700 87,800 6589-00000 Other Materials & Supplies 0 0 0 600 500 TOTAL MATERIALS & SUPPLIES 64,124 71,055 104,500 114,700 116,600 Capital Outlay 7202-00000 Office Equipment 36,641 39,030 6,100 33,200 34,400 7224-00000 GIS 0 10,444 0 0 0 7230-00000 Computer Software 1,934 0 6,300 0 0 TOTAL CAPITAL OUTLAY 38,575 49,474 12,400 33,200 34,400 TOTAL INFORMATION TECHNOLOGY 1,085,700 1,151,389 1,191,700 1,195,000 1,220,800 ACCOUNT: 100-0110-XXXX-XXXXX FUND: GENERAL FUNCTION: INFORMATION TECHNOLOGY DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Info Tech Manager 1.00 1.00 1.00 89,300 89,700 91,500 Database Administrator 1.00 1.00 1.00 72,600 72,500 72,600 Programmer / Analyst 2.00 2.00 2.00 112,700 111,600 115,200 GIS Administrator 0.40 0.40 0.40 24,300 24,600 25,100 PC Hardware Technician 1.00 1.00 1.00 48,500 48,400 48,400 Telecommunications Specialist 1.00 1.00 1.00 47,000 47,000 48,900 Tech Support Services Coord 1.00 1.00 1.00 37,500 37,800 38,600 Overtime/Comp/199 0 0 0 Health Insurance 6306 118,400 118,000 101,500 Retirement 6304 29,400 29,400 29,000 Social Security 6302 33,400 33,000 33,700 Life Insurance 6310 800 1,000 1,000 Income Continuation Insurance 6312 0 0 1,000 TOTAL PERSONNEL 7.40 7.40 7.40 613,900 613,000 606,500 PERSONNEL SCHEDULE Dept:Information Technology TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:34,400$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 HP Proliant DL380 Server Replace 2 $3,900 $7,800 2 Avaya Phone System Upgrade Replace 1 $26,600 $26,600 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL INSURANCE GENERAL GOVERNMENT 100-0120-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 591,915 605,172 576,100 562,600 631,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 . . . . . . . Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Links to City Strategic Plan: Budget Variances: Five year Boiler and Machinery policy paid for in 2016. Anticipated change in Property Insurance, with no more aggregate deductibles. The risk management operation is responsible for securing insurance coverage for city property and activities. The types of insurance include; Worker Compensation, General Liability, Police Professional, Fleet Liability, Public Officials, Employee Dishonesty & Crime, Property & Contractors Equipment, Fleet Comprehensive & Collision, Boiler & Machinery, Tank Liability, and Pollution Liability. This is a cooperative process with the assistance of several City departments. Objectives to be Accomplished Next Year: 2012 Actual 2013 Actual 2014 Actual Trend Comment City 631,900 Water 99,800 Sewer 87,400 Senior Center 7,500 Parking 800 Transit 39,600 Sanitation 5,100 Recycling 1,700 Pool 4,400 Cemetery 8,000 Library 16,100 Museum 13,300 Grand Opera 7,600 Golf Course 5,500 Centre 9,900 Ramp 3,000 Storm Water 8,600 TOTAL INSURANCE 950,200 Key Performance Measures Goals & Measures Goal: Contact Information:Paul Greeninger, Safety and Risk Management Officer, (920) 236-5117, pgreeninger@ci.oshkosh.wi.us ACCOUNT:100-0120-XXXX-XXXXX FUND:GENERAL FUNCTION:INSURANCE DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Fixed Charges 6480-00000 Fixed Charges 2,357 30,931 15,000 15,000 40,000 6481-00000 Workers Compensation 372,647 350,684 333,500 346,200 346,200 6482-00000 Building & Contents 129,277 144,424 144,100 121,000 148,000 6483-00000 Comprehensive Liability 276,075 281,638 286,400 286,400 311,400 6485-00000 Vehicle Insurance 169,447 158,267 89,300 89,300 87,300 6488-00000 Employee Bonds 500 410 200 400 200 6494-00000 Boiler Insurance 14,557 14,605 16,300 16,300 17,100 6499-00000 Misc Fixed Charges 0 0 0 0 TOTAL FIXED CHARGES 964,860 980,958 884,800 874,600 950,200 TOTAL INSURANCE:964,860 980,958 884,800 874,600 950,200 Less Allocation to Other Budgets:372,945 375,786 308,700 312,000 318,300 NET INSURANCE BUDGET 591,915 605,172 576,100 562,600 631,900 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL FACILITIES MAINT.GENERAL GOVERNMENT 100-0130-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 656,286 676,971 705,000 702,400 710,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Miscellaneous TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . Links to City Strategic Plan: IV. Improve our Quality of Life Assets, IV. B.- Update Existing Quality of Life Asset Plans Significant Accomplishments: Objectives to be Accomplished Next Year: III. Improve and Maintain our Infrastructure, III. C.- Improve our City Buildings Continued coordination of system-wide 2015 HVAC/Roofing Replacement Program and projects. Coordinated building envelope updates/improvements to City Hall Mechanical Buildings. Continued facility improvement measures/projects within City Hall, Safety Bldg., and OSC complex. Continued coordination of Police Department modifications within Safety Building. Coordinated modifications/updates of Sawyer Street Storage complex. Coordinated City Hall office modifications in anticipation of ERP planning/implementation. Coordinated new offices for Inspections Division. Coordinate assessment of Safety Building locker room for future replacement planning. Coordinate CIP flooring and/or exterior painting projects for OSC complex. Continue City Hall office modifications in anticipation of ERP planning/implementation. Continue coordination of 2016 HVAC/Roofing Replacement Program and projects. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: The mission of Facilities Maintenance is to maintain the division's facilities to ensure their environments will support the goals of these buildings in a safe, clean, effective and efficient manner. III. Improve and Maintain our Infrastructure, III. D.- Manage our City Equipment 2012 Actual 2013 Actual 2014 Actual Trend Comment Total FM hours N/A N/A 4,001.00 N/A New Measure Custodial hours N/A N/A 2,006 (50%)N/A New Measure Modifications hours N/A N/A 250 (6%)N/A New Measure Work order hours N/A N/A 195 (5%)N/A New Measure Grounds/Prev Maint hrs.N/A N/A 170 (4%)N/A New Measure Other tasks hours N/A N/A 1,379 (35%)N/A New Measure Total FM hours N/A N/A 3,054 N/A New Measure Custodial hours N/A N/A 1,479 (48.5%)N/A New Measure Modifications hours N/A N/A 985 (32%)N/A New Measure Work order hours N/A N/A 260 (8.5%)N/A New Measure Grounds/Prev Maint hrs.N/A N/A 86 (5%)N/A New Measure Other tasks hours N/A N/A 185 (6%)N/A New Measure Total FM hours N/A N/A 2,070.00 N/A New Measure Custodial hours N/A N/A 1,219 (59%)N/A New Measure Modifications hours N/A N/A 9 (.5%)N/A New Measure Work order hours N/A N/A 22 (1%)N/A New Measure Grounds/Prev Maint hrs.N/A N/A 116 (5.5%)N/A New Measure Other tasks hours N/A N/A 705 (34%)N/A New Measure City Hall:N/A N/A 4,001 (42%)N/A New Measure Convention Center:N/A N/A 216 (2%)N/A New Measure Grand Opera House:N/A N/A 42 (1%)N/A New Measure Safety Building:N/A N/A 3,054 (32%)N/A New Measure Seniors Center:N/A N/A 2,070 (21%)N/A New Measure Other Buildings:N/A N/A 220 (2%)N/A New Measure Allocation of Facilities Maintenance hours per building: Contact Information:Jon G. Urben, General Services Manager (920) 236-5100, jurben@ci.oshkosh.wi.us Goals & Measures Goal: Maintain the Seniors Centers buildings, facilities and grounds in a safe, clean, effective and efficient manner. Goal: Maintain City Hall buildings, facilities and grounds in a safe, clean, effective and efficient manner. Key Performance Measures Goal: Maintain the Safety Building, facilities and grounds in a safe, clean, effective and efficient manner. ACCOUNT:100-0130-XXXX-XXXXX FUND:GENERAL FUNCTION:FACILITIES MAINT. DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 222,661 230,496 233,100 236,900 231,900 6103-00000 Regular Pay - Temp Employee 649 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 223,310 230,496 233,100 236,900 231,900 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 100,477 115,480 129,000 140,600 140,500 TOTAL PAYROLL - INDIRECT LABOR 100,477 115,480 129,000 140,600 140,500 Contractual Services 6401-00000 Contractual Services 23,654 28,535 45,000 45,000 45,000 6418-00000 Repairs to Motor Vehicles 331 64 300 300 300 6419-00000 Repairs to Tires 18 0 0 0 0 6420-00000 Repairs to Tools & Equipment 26 75 0 0 0 6426-00000 Maint. Mach/Equip/Bldg/Struct 68,913 49,212 32,000 32,000 32,000 6445-00000 Land Fill Fees 14 73 100 100 100 6448-00000 Special Services 129 210 0 0 0 6458-00000 Conference & Training 90 15 500 500 500 6459-00000 Other Training 0 10 0 0 0 6460-00000 Membership Dues 542 588 600 600 600 TOTAL CONTRACTUAL SERVICES 93,717 78,782 78,500 78,500 78,500 Utilities 6471-00000 Electricity 124,061 120,623 142,000 125,000 135,000 6472-00000 Sewer Service 3,667 4,476 4,500 4,500 5,000 6473-00000 Water Service 5,460 6,261 9,500 9,500 10,800 6474-00000 Gas Service 56,838 73,263 60,000 55,000 60,000 6475-00000 Telephones 843 821 1,400 1,400 1,400 6476-00000 Storm Water 6,647 9,936 8,100 8,100 8,800 TOTAL UTILITIES 197,516 215,380 225,500 203,500 221,000 Fixed Charges 6496-00000 Licenses and Permits 1,502 1,414 1,400 1,400 1,400 6499-00000 Misc Fixed Charges 205 205 200 200 200 TOTAL FIXED CHARGES 1,707 1,619 1,600 1,600 1,600 Materials & Supplies 6503-00000 Clothing 140 364 300 300 300 6505-00000 Office Supplies 490 539 300 900 300 6513-xxxxx Motor Oil (Lubricants)14 8 0 0 0 6517-00000 Supplies/Repair Parts 5,138 3,219 7,000 5,700 5,800 6519-00000 Tires, Tubes & Rims 0 20 0 0 0 6527-00000 Janitorial Supplies 12,834 13,840 14,500 15,000 15,500 6529-00000 Chemicals 1,667 2,063 1,200 2,000 1,200 6537-00000 Safety Equipment 139 194 0 200 200 6545-00000 Tools & Shop Supplies 985 1,018 1,000 1,000 1,000 6550-00000 Minor Equipment 1,952 1,473 1,000 1,000 1,000 6589-00000 Other Materials & Supplies 16,200 12,476 12,000 12,000 12,000 TOTAL MATERIALS & SUPPLIES 39,559 35,214 37,300 38,100 37,300 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 7214-00000 Buildings 0 0 0 3,200 0 0 TOTAL CAPITAL OUTLAY 0 0 0 3,200 0 TOTAL FACILITIES MAINTENANCE 656,286 676,971 705,000 702,400 710,800 ACCOUNT: 100-0130-XXXX-XXXXX FUND: GENERAL FUNCTION: FACILITIES MAINT. DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Maintenance Coordinator 1.00 1.00 1.00 48,700 50,300 52,000 Building Maintenance Custodian 4.00 4.00 4.00 165,200 166,900 160,600 Custodian (P.T.)6102 0.80 0.80 0.80 18,200 17,900 18,300 Overtime/Comp/199 6102 1,000 1,800 1,000 Health Insurance 6306 94,300 105,900 105,800 Retirement 6304 15,800 15,400 15,300 Social Security 6302 17,900 18,100 17,700 Life Insurance 6310 1,000 1,200 1,100 Income Continuation Insurance 6312 0 0 600 TOTAL PERSONNEL 5.80 5.80 5.80 362,100 377,500 372,400 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL INDEPENDENT AUDIT GENERAL GOVERNMENT 100-0140-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 26,513 23,483 23,700 23,700 24,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . Contact Information:Trena Larson, Director of Finance, (920) 236-5005 Objectives to be Accomplished Next Year: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The purpose of this fund is to account for the General Fund Portion of the required City Audit. This budget is part of the Finance Department and performance measures for this function are included in that budget. Links to City Strategic Plan: Budget Variances: Significant Accomplishments: ACCOUNT:100-0140-XXXX-XXXXX FUND:GENERAL FUNCTION:INDEPENDENT AUDIT DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Contractual Services 6414-00000 Auditing 26,513 23,483 23,700 23,700 24,000 TOTAL CONTRACTUAL SERVICES 26,513 23,483 23,700 23,700 24,000 TOTAL INDEPENDENT AUDIT 26,513 23,483 23,700 23,700 24,000 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL MEDIA SERVICES GENERAL GOVERNMENT 100-0150-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 185,972 208,734 208,000 210,500 212,300 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids Fees & Charges 3,700 0 4,000 4,000 3,500 Miscellaneous 11,136 0 14,900 14,900 3,000 Surplus Applied Transfer TOTAL REVENUES:14,836 0 18,900 18,900 6,500 1 2 3 4 5 . . . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: To carry out the mission and objectives of the government access and community access television channels of Oshkosh Community Media Services. Significant Accomplishments: V.B.- Improve Employee Engagement V.D.- Engage and Educate Citizens, Market the City and Communicate Value. Received 13 programming awards from 2015 Wisconsin Community Media Video Competition. Achieve programming, production and distribution goals identified in the 2014 OCMS Strategic Plan. Implement marketing/promotion efforts per 2015 OCMS rebranding recommendations. Scripted, edited and coordinated all technical aspects of 2015 State of the City program. Expanded cross platform access of OCMS online programming via YouTube streaming. Installed and implemented new radio automation/program software for WOCT Radio. Expanded emphasis on social media to increase public awareness of City services and value. Coordinated OCMS rebranding for launch in QTR 1, 2016. Coordinated 18 public information campaigns on various municipal services, programs & activities. Continue to expand OCMS website/social media/YouTube usage for programming distribution. Work with IT to revamp OCMS website in concert with 2015 OCMS rebranding recommendations. Links to City Strategic Plan:V. Develop An Effective High Performing Government - Featured 109 non-profit organizations in the 2014 season of "Oshkosh Today" public affairs program. Objectives to be Accomplished Next Year: 2012 Actual 2013 Actual 2014 Actual Trend Comment Live Gov. Mtings:134 126 133 Up Annual qty varies based Municipal Programs:111 140 124 Down on programming needed Public Info. Campaigns:16 17 18 Up Media Releases:66 60 54 Down # devices OCMS website:18,494 16,565 34,032 None Due to increased mobile- # of unique workstations:9,629 9,134 27,458 None friendly & O/S independent # of new web users 9,163 8,733 27,077 None format enhacements, % of new user sessions:49.55%52.72%79.56%Up more devices are # of web users came back:9,331 7,832 6,955 Down accessing OCMS web site. Facebook Posts:265 276 241 None Expanded emphasis on Facebook Likes:N/A 505 642 Up social media to increase Tweets:72 93 118 Up public awareness of City YouTube Uploads:6 132 268 Up services and value. City website updates:N/A N/A 183 N/A New measure OCMS website updates:N/A N/A 232 N/A New measure Studio/Equip. Checkouts:235 171 187 None Community participation Local Producer Programs:547 551 594 Up remains strong. "Oshkosh Today" guests:93 110 109 None Goals & Measures Goal: Foster and promote citizen involvement and participation in the democratic process. Goal: Provide an electronic free speech forum that promotes, encourages and reflects the cultural diversity of Oshkosh. Contact Information:Jon G. Urben, General Services Manager, (920) 236-5100, jurben@ci.oshkosh.wi.us Goal: Provide greater accessibility and understanding of city government through municipal programs and other communications. Goal: Create an informed electorate through the coverage of local government meetings, issues & events. Key Performance Measures ACCOUNT:100-0150-XXXX-XXXXX FUND:GENERAL FUNCTION:MEDIA SERVICES DEPARTMENT:GENERAL GOVERNMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 141,896 148,393 150,200 152,500 156,900 6103-00000 Regular Pay - Temp. Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 141,896 148,393 150,200 152,500 156,900 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 40,323 49,700 51,400 51,700 48,400 TOTAL PAYROLL - INDIRECT LABOR 40,323 49,700 51,400 51,700 48,400 Contractual Services 6406-00000 Computer Service Charges 0 0 1,700 1,700 1,700 6418-00000 Repairs to Motor Vehicles 141 224 100 700 700 6426-00000 Maint. Mach/Equip/Bldg/Struct 0 357 600 0 0 6458-00000 Conference & Training 855 996 1,000 1,000 1,700 6459-00000 Other Employee Training 0 90 0 0 0 6460-00000 Membership Dues 395 405 400 400 400 TOTAL CONTRACTUAL SERVICES 1,391 2,072 3,800 3,800 4,500 Utilities 6475-00000 Telephones 460 410 500 400 400 TOTAL UTILITIES 460 410 500 400 400 Materials & Supplies 6505-00000 Office Supplies 613 269 800 400 400 6506-00000 Software Supplies 0 67 0 0 0 6507-00000 Books & Periodicals 0 131 0 0 0 6509-00000 Computer Supplies 0 380 0 0 0 6517-00000 Supplies/Repair Parts 397 792 300 700 700 6550-00000 Minor Equipment 0 5,562 0 0 0 6589-00000 Other Materials & Supplies 892 958 1,000 1,000 1,000 TOTAL MATERIALS & SUPPLIES 1,902 8,159 2,100 2,100 2,100 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL MEDIA SERVICES 185,972 208,734 208,000 210,500 212,300 ACCOUNT: 100-0150-XXXX-XXXXX FUND: GENERAL FUNCTION: MEDIA SERVICES DEPARTMENT: GENERAL GOVERNMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Media Services Operations Specialist 1.00 1.00 1.00 62,500 63,000 64,200 Communications Coordinator 1.00 1.00 1.00 52,700 53,000 55,500 Video Editing Technician 1.00 1.00 1.00 35,000 35,800 36,700 Overtime/Comp/199 0 700 500 Health Insurance 6306 29,500 29,500 25,400 Retirement 6304 10,200 10,400 10,400 Social Security 6302 11,500 11,600 12,000 Life Insurance 6310 200 200 200 Income Continuation Insurance 6312 0 0 400 TOTAL PERSONNEL 3.00 3.00 3.00 201,600 204,200 205,300 PERSONNEL SCHEDULE FUND: FUNCTION: DEPARTMENT: ACCOUNT: GENERAL UNCLASSIFIED UNCLASSIFIED 100-(0902-1040)-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 963,016 706,280 876,900 1,119,800 1,033,100 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Objectives to be Accomplished Next Year: Key Performance Measures Goals & Measures City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: This budget is used to account for any general fund expenditures that are not part of any established general fund division. This budget is under the direction of the City Manager. Links to City Strategic Plan: Budget Variances: Contact Information:Trena Larson, Director of Finance, tlarson@ci.oshkosh.wi.us Goal: Significant Accomplishments: ACCOUNT: 100-(0902-1040)-XXXX-XXXXX FUND: GENERAL FUNCTION: UNCLASSIFIED DEPARTMENT: UNCLASSIFIED NUMBER CLASSIFICATION 2013 EXPEND. 2014 EXPEND. 2015 APPROP. 2015 EST. 2016 PROP. Account-Project 0902-00000 Unemployment Comp 6320 6,014 12,032 28,000 16,300 25,000 0908-00000 Uncollectible Accounts 6469 607,488 425,634 618,200 789,200 625,000 0910-00000 Employee Benefit Fees 6466 11,872 12,165 13,000 11,300 12,000 0911-00000 Patriotic Celebrations 6587-89 19,680 17,600 20,000 17,600 20,000 0913-00000 Adjustment of Salaries 122,799 0 155,300 128,500 183,100 6306-00000 Health Insurance Fund Surcharge 0 0 (120,000)0 0 0914-00000 Unclassified Expense 154,459 195,952 120,000 110,000 120,000 0918-00000 Mobile Home Tax 6466 40,704 42,897 42,400 46,900 48,000 1040-00000 Industrial Development 6466 0 0 0 0 0 TOTAL UNCLASSIFIED 963,016 706,280 876,900 1,119,800 1,033,100 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL POLICE PUBLIC SAFETY 100-0211-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 12,008,441 12,113,199 12,495,600 12,223,400 12,700,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 212,843 179,143 172,000 189,400 221,600 Fees & Charges 985,517 884,368 985,000 985,000 1,000,000 Miscellaneous 0 8,183 0 32 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:1,198,360 1,071,694 1,157,000 1,174,432 1,221,600 1 2 3 4 5 . . . . . . . . . . . . . CCOV in at least 30% of the police defined Reporting Areas (RA's) by end of 2015 Increased focus on traffic enforcement to enhance neighborhood and roadway safety Creation of Patrol Operations Center for Supervisors in lower level of Police Department Creation of Detective Operations Area on first level of Police Department Gradual implementation of the Police Training Officer (PTO) program Continued preparation for CALEA Re-Accreditation assessment in 2017 Revised Awards and Recognition process and policy Enhanced participation of employees in various committees and community outreach Complete migration of records to laserfiche system Continue to Strengthen our Neighborhoods - Enhance Crime Prevention measures Improve our City Buildings Improve Employee Engagement Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To promote public safety and to enhance the quality of life in our community through innovative policing and community partnerships Budget Variances: Significant Accomplishments: Enhanced Bike Patrol Program with deployment at least 100 days of the year Objectives to be Accomplished Next Year: Continued community outreach and problem solving in Districts/RA's WILEAG Re-Accreditation in 2015 2012 Actual 2013 Actual 2014 Actual Trend Comment % residents feel safe after dark >70 76 71 79 UP +City Survey Data % RA with CCOV is >30 NA NA 30 Started in Sept 2014 # of Violent Crimes 186 155 154 DOWN + # Nuisiance Abate 3 13 9 EVEN % of Violent Crime Cleared by Arrest 68 56 60 EVEN WI=49%, US=46% # of Property Crimes 1743 1428 1432 DOWN + % of Property Crime Cleared by Arrest 32 30 32 EVEN WI=25%, US=18% # Drug Arrests 445 498 705 UP + Average # hours sworn training 88 99 84 DOWN - # sworn hired / # retained 4 yrs 6 / 5 2 / 1 2 / 1 % training In-House 61 58 63 UP + # of IA Investigations 14 15 17 EVEN # of Media Releases 71 75 111 UP + # of NNO Block Parties 5 9 14 UP + 11 in 2015 # of Records Requests NA 6335 8367 UP - # Facebook followers NA 3058 5137 UP +Current = 8397 # Twitter Followers NA 669 1142 UP + Current = 1612 # Bike Deployments NA NA 100 UP + Goal: Improve Employee Engagement - Recruit, train and develop an effective and skilled workforce Goals & Measures GOAL: Strengthen our Neighborhoods - Deliver Services that promote public safety in our community Goal: Improve Public Knowledge of our Services Contact Information:Chief of Police Scott D. Greuel (920) 236-5720 Key Performance Measures ACCOUNT:100-0211-XXXX-XXXXX FUND:GENERAL FUNCTION:POLICE DEPARTMENT:PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 8,150,873 8,237,631 8,410,900 8,270,900 8,582,700 6103-00000 Regular Pay - Temp. Employee 10,350 14,296 15,000 15,000 15,000 TOTAL PAYROLL - DIRECT LABOR 8,161,223 8,251,927 8,425,900 8,285,900 8,597,700 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 3,299,997 3,299,905 3,480,500 3,386,700 3,378,500 TOTAL PAYROLL - INDIRECT LABOR 3,299,997 3,299,905 3,480,500 3,386,700 3,378,500 Contractual Services 6401-00000 Contractual Services 46,785 48,129 41,000 41,000 92,500 6403-00000 Clothing Allowance 8,724 9,136 9,600 9,600 9,100 6404-00000 Postage and Shipping 212 0 500 500 500 6408-00000 Printing and Binding 0 0 0 0 0 6418-00000 Repairs to Motor Vehicles 42,174 38,551 45,000 35,000 45,000 6419-00000 Repairs to Tires 1,379 1,206 1,200 1,200 1,200 6420-00000 Repairs to Tools & Equipment 0 13 0 0 0 6421-00000 Maintenance Radios 583 601 1,000 200 1,000 6424-00000 Maintenance Office Equipment 885 949 1,000 900 900 6426-00000 Maint. Mach/Equip/Bldg/Struct 4,312 1,610 23,500 23,500 1,100 6427-00000 Maintenance Computer 2,999 9,924 17,900 16,600 19,900 6432-00000 Equipment Rental 5,193 5,508 5,000 6,100 5,500 6440-00000 Other Rental 0 0 0 200 0 6445-00000 Land Fill Fees 98 0 0 0 0 6446-00000 Contractual Employment 0 1,680 3,000 3,000 3,000 6448-00000 Special Services 2,000 2,400 2,400 2,400 2,400 6453-00000 Vehicle License &Registration 522 588 600 600 600 6456-00000 Service / Witness Fees 22 0 0 0 0 6458-00000 Conference & Training 35,027 11,839 29,000 29,000 30,900 6459-00000 Other Employee Training 35 0 0 0 0 6460-00000 Membership Dues 660 555 600 700 600 6466-00000 Misc. Contractual Services 20,106 21,485 20,500 20,500 29,600 TOTAL CONTRACTUAL SERVICES 171,716 154,174 201,800 191,000 243,800 Utilities: 6471-00000 Electricity 4,636 4,203 8,500 3,500 3,700 6472-00000 Sewer Service 293 511 400 500 600 6473-00000 Water Service 490 401 600 500 600 6474-00000 Gas Service 8,577 7,450 11,000 7,000 7,600 6475-00000 Telephones 33,673 50,597 52,700 37,800 61,300 6476-00000 Storm Water 1,648 1,954 1,900 2,000 2,100 TOTAL UTILITIES 49,317 65,116 75,100 51,300 75,900 Fixed Charges 6496-00000 Licenses and Permits 0 0 100 100 100 TOTAL FIXED CHARGES 0 0 100 100 100 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Materials & Supplies 6503-00000 Clothing 21,718 27,911 25,500 25,500 30,300 6505-00000 Office Supplies 23,772 28,709 30,400 30,000 30,400 6507-00000 Books & Periodicals 266 147 0 100 0 6509-00000 Computer Supplies 0 436 0 200 0 6513-00000 Motor Oil (Lubricants)0 40 0 0 0 6514-00000 Gasoline 0 20 0 0 0 6517-00000 Supplies/Repair Parts 5,493 3,253 4,000 4,000 4,000 6519-00000 Tires/Tubes 12,596 12,112 11,000 11,000 11,000 6527-00000 Janitorial Supplies 34 39 0 100 0 6537-00000 Safety Equipment 1,594 1,171 0 200 0 6545-00000 Tools & Shop Supplies 0 319 200 200 100 6550-00000 Minor Equipment 45,974 23,707 39,400 39,400 67,800 6557-00000 Medical Supplies 0 593 1,600 1,400 1,600 6589-00000 Other Materials & Supplies 46,388 58,185 56,000 56,000 68,600 TOTAL MATERIALS & SUPPLIES 157,835 156,642 168,100 168,100 213,800 Capital Outlay 7204-00000 Machinery & Equipment 4,159 0 3,600 3,600 0 7210-00000 Motor Vehicles 164,194 185,435 140,500 136,700 190,400 TOTAL CAPITAL OUTLAY 168,353 185,435 144,100 140,300 190,400 TOTAL POLICE 12,008,441 12,113,199 12,495,600 12,223,400 12,700,200 ACCOUNT: 100-0211-XXXX-XXXXX FUND: GENERAL FUNCTION: POLICE DEPARTMENT: PUBLIC SAFETY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Police Chief 1.00 1.00 1.00 109,800 109,800 112,000 Captains 3.00 3.00 3.00 285,500 294,300 300,200 Lieutenants 5.00 5.00 5.00 401,100 401,100 411,200 Sergeants 11.00 12.00 12.00 908,700 862,500 934,600 Detectives I & II 7.00 7.00 7.00 496,000 496,000 509,500 Police Officers 67.00 71.00 72.00 4,642,900 4,497,900 4,715,700 Office Admin Division Manager 1.00 1.00 1.00 64,600 66,200 67,500 Computer Operator 1.00 1.00 1.00 38,400 38,400 38,600 Court Liason Clerk 0.00 1.00 0.00 38,100 17,600 0 Administrative Assistant 1.00 1.00 1.00 48,000 49,900 50,900 Records Clerk 1.00 1.00 1.00 36,400 37,800 38,500 Crime Analyst 1.00 1.00 1.00 49,900 30,700 48,100 Court Liason / Telecom Clerk 1.00 1.00 1.00 38,800 38,800 39,600 Property Evidence Clerk 1.00 1.00 1.00 44,900 44,900 46,800 Telecommunications Clerk 3.00 3.00 3.00 116,200 115,500 116,400 Word Processing Operator 4.00 4.00 4.00 142,800 139,900 151,300 Vehicle Equipment Installer 1.00 1.00 1.00 32,900 34,500 35,200 Comm. Service Officer (7) (P.T.)6102 5.00 7.00 5.32 89,200 63,600 104,600 Word Processing Operator (4) P.T.6102 2.20 2.20 2.20 68,900 68,900 72,100 UWO Summer Work Study (2) P.T.6103 0.54 0.54 0.54 15,000 15,000 15,000 Parking Control (3) P.T.6102 1.06 1.59 1.59 48,100 43,900 52,900 Telecommunications Clerk (3) P.T.6102 1.10 1.10 1.65 34,700 39,000 54,400 Court Liason Clerk (1) P.T.6102 0.53 0.53 0.66 19,300 20,600 23,200 Property Evidence Clerk (1) P.T.6102 0.53 0.53 0.53 25,800 25,800 27,500 Holiday Pay 214,000 210,200 216,000 Shift Differential 15,900 15,900 15,900 Overtime/Comp/199 400,000 507,200 400,000 Health Insurance 6306 2,043,800 1,966,200 1,904,900 Retirement 6304 777,100 772,700 780,900 Social Security 6302 645,300 633,900 658,800 Life Insurance 6310 14,300 13,900 14,300 Income Continuation Insurance 6312 0 0 19,600 TOTAL PERSONNEL 119.96 128.49 127.49 11,906,400 11,672,600 11,976,200 PERSONNEL SCHEDULE Dept:Police - 100-0211 TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:190,400$ Item New/Unit Total No.Item Requested Replace Qty.Cost Cost * 1 Community Svc Vehicles (Colorado PU) Replace 2 $19,500 $39,000 2 Community Svc Vehicle (Ford Transit) Replace 1 $20,500 $20,500 3 Auction Community Svc Vehicles (3) 1 ($3,100) ($3,100) 4 Auction Police Squads 5 ($1,200) ($6,000) 5 Police Interceptor SUV Replace 5 $28,000 $140,000 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL ANIMAL CARE PUBLIC SAFETY 100-0214-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 74,201 74,200 74,200 74,200 88,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 . . . . . . Goals & Measures 2012 Actual 2013 Actual 2014 Actual Trend Comment # of adoptions 1,340 1,396 1,306 Steady % returned to owner 26%28%29%Slight Increase # returned to owner 294 323 289 Steady # of strays 1,148 1,134 1,009 Slight Decrease # clinic services 127 185 206 Increasing # transfer/release 53 65 63 Steady # seized/impound 34 104 97 Increasing After hours pickup 81 113 143 Increasing Key Performance Measures Contact Information:Joni Geiger (920) 424-2128 Goal: Continue to increase adoptions and the rate of lost animals that are returned to their owners Goal: The return to owner rate was increased by 19% from 2013 to 2014 Significant Accomplishments: Spayed and neutered over 400 community owned animals through low cost programs The save rate increased by 2% from 2013 to 2014- now at 86% Objectives to be Accomplished Next Year: Increase return to owner rate by 2% Reach a save rate average of 90% or more for 2015 Spay & neuter approx 200 community owned cats through in-house clinic days & other programs City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The Mission of the Oshkosh Area Humane Society is to promote the bond between animals and people, to provide community outreach and education, and to enhance the quality of lives of animals in need through compassionate sheltering, responsible adoptions, programs and services. Budget Variances: None Links to City Strategic Plan: ACCOUNT:100-0214-XXXX-XXXXX FUND:GENERAL FUNCTION:ANIMAL CARE DEPARTMENT:PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Contractual Services 6426-00000 Maint. Mach/Equip/Bldg/Struct 0 0 0 0 0 6430-00000 Animal Shelter 74,201 74,200 74,200 74,200 88,200 6466-00000 Misc Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 74,201 74,200 74,200 74,200 88,200 Utilities 6471-00000 Electricity 0 0 0 0 0 6474-00000 Gas Service 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 0 0 0 0 0 Materials & Supplies 6517-00000 Supplies/Repair Parts 0 0 0 0 0 6589-00000 Other Materials & Supplies 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 0 0 0 0 0 Capital Outlay 7204-00000 Machinery & Equipment Purchase 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL ANIMAL CARE 74,201 74,200 74,200 74,200 88,200 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL AUXILIARY POLICE PUBLIC SAFETY 100-0217-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 3,173 3,653 4,800 4,700 4,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 . . . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment # Members 38 40 41 Slight increase # Service Hours 3000 3350 3502 Slight increase # Scheduled Events 116 120 126 Slight increase City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The Oshkosh Auxiliary Police is an organization comprised of community minded civilian volunteers, and exist to assist and support the Oshkosh Police Department with additional trained manpower whenever called upon. Auxiliary Officers are dedicated to public service; committed to providing competent volunteer law enforcement services to our community with a high degree of courtesy, honor, respect and pride Budget Variances: Links to City Strategic Plan: Will activate for nearly 125 scheduled special events and a number of call-out events in 2015 Continued our service to special events with our Bike Patrol Unit None Significant Accomplishments:Celebrated 56th anniversary serving the citizens of Oshkosh Key Performance Measures Goals & Measures Goal: Continue to provide voluntary services to the Oshkosh Police Department and our community as needed Contact Information:Scott Footit (920)236-5730 Will provide approximately 3,150 manpower hours of duty during the 2015 year Objectives to be Accomplished Next Year: Improve our current level of staffing by getting it back to 40+ members Continue involvement in the Speed Awareness Program by deploying Radar Speed Boards Explore using VIPS to enhance the safety along our Riverwalk with foot and bike patrol Take steps to replace our 25 year old van with an up to date vehicle ACCOUNT:100-0217-XXXX-XXXXX FUND:GENERAL FUNCTION:AUXILIARY POLICE DEPARTMENT:PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Contractual Services 6401-00000 Contractual Services 64 101 200 200 200 6410-00000 Advertising 0 0 100 0 0 6418-00000 Repairs to Motor Vehicles 746 810 1,000 1,000 1,700 6419-00000 Repairs to Tires 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 810 911 1,300 1,200 1,900 Utilities 6475-00000 Telephones 19 12 100 100 0 6479-00000 Other Utilities 0 0 0 0 0 TOTAL UTILITIES 19 12 100 100 0 Materials & Supplies 6503-00000 Clothing 1,478 1,572 2,000 2,000 2,000 6505-00000 Office Supplies 0 105 100 100 100 6517-00000 Supplies/Repair Parts 150 439 500 500 200 6519-00000 Tires, tubes, and rims 300 0 300 200 200 6537-00000 Safety equipment 100 100 100 100 100 6589-00000 Other Materials & Supplies 316 514 400 500 300 TOTAL MATERIALS & SUPPLIES 2,344 2,730 3,400 3,400 2,900 Capital Outlay 72xx-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL AUXILIARY POLICE 3,173 3,653 4,800 4,700 4,800 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL CROSSING GUARDS PUBLIC SAFETY 100-0218-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 92,934 92,895 78,800 78,400 80,600 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids Fees & Charges 7,035 0 0 0 0 Miscellaneous Surplus Applied Transfers TOTAL REVENUES:7,035 0 0 0 0 . . . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Significant Accomplishments: Budget Variances: Reviewed times & locations to be more cost effective To promote public safety and to enhance the quality of life in our community through innovative policing and community partnerships. On-going review of school crossing locations and assignments for safety needs Maintain cadre of substitute crossing guards to reduce the frequency of Officer & CSO coverage Increase information to the community concerning school crossing safety Report details of school crossing violations by motorists and conduct follow up No injuries to students or crossing guards while being crossed to and from school Transitioned oversight of the crossing guard program to the Patrol Services Bureau Hired 3 FT and 4 PT crossing guards to fill vacancies Recognized crossing guards with 5+ years in fron of their peers and during Crossing Guard Week Worked with reporting area officers and CSO's to address problems at four schools Objectives to be Accomplished Next Year: Participated in the Safe Routes to School program Conducted skills and safety training for all crossing guards before the start of the school year 2012 Actual 2013 Actual 2014 Actual Trend Comment Use of child counts Yes Yes Yes Consistent & traffic counts Pattern review Yes Yes Yes Consistent # of times an Officer 75 100 300 Large Increase More subs needed or CSO cdovered a school crossing Key Performance Measures Goals & Measures Goal: Assign crossing guards to intersections with the highest safety needs or concerns Goal: Reduction in the use of Patrol Officers or Community Service Officers staffing crossing guard locations Goal: Goal: Contact Information:Sergeant Matt Harris, 920-236-5083 ACCOUNT:100-0218-XXXX-XXXXX FUND:GENERAL FUNCTION:CROSSING GUARDS DEPARTMENT:PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6103-00000 Regular Pay - Temp Employee 86,330 86,294 73,200 72,900 74,600 TOTAL PAYROLL - DIRECT LABOR 86,330 86,294 73,200 72,900 74,600 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 6,604 6,601 5,600 5,500 5,700 TOTAL PAYROLL - INDIRECT LABOR 6,604 6,601 5,600 5,500 5,700 Contractual Services 6401-00000 Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 0 0 0 0 0 Materials & Supplies 6503-00000 Clothing 0 0 0 0 0 6537-00000 Safety Equipment 0 0 0 0 0 6589-00000 Other Materials & Supplies 0 0 0 0 300 TOTAL MATERIALS & SUPPLIES 0 0 0 0 300 Capital Outlay 7212-00000 Radios 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL CROSSING GUARDS 92,934 92,895 78,800 78,400 80,600 ACCOUNT: 100-0218-XXXX-XXXXX FUND: GENERAL FUNCTION: CROSSING GUARDS DEPARTMENT: PUBLIC SAFETY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Crossing Guards 6103 18 18 18 73,200 72,900 74,600 Holiday Pay 0 0 0 Retirement 6304 0 0 0 Social Security 6302 5,600 5,500 5,700 Income Continuation Ins.6312 0 0 0 TOTAL PERSONNEL 18 18 18 78,800 78,400 80,300 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL FIRE & AMBULANCE PUBLIC SAFETY 100-0230-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 11,322,406 11,509,522 11,684,800 11,760,700 11,834,100 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 140,624 160,055 182,700 182,900 185,000 Fees & Charges 151,514 176,708 149,900 158,400 159,000 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:292,138 336,763 332,600 341,300 344,000 1 2 3 4 5 . . . . . . . . . Objectives to be Accomplished Next Year: Complete community risk analysis Developed specifications and purchase three replacement ambulances Register for Fire Accreditation process Place new quints into service Significant Accomplishments:Implemented new organizational structure Replace thermal imaging cameras and nozzles through FEMA Grant Provide training for new supervisors in EOC Developed specifications and purchase two new quint apparatus Developed fire officer development program City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The mission of the City of Oshkosh Fire Department is to prevent, respond to, and minimize harmful situations involving the people we serve. Budget Variances: Develop an Effective High Performing Government Links to City Strategic Plan:Strengthen Neighborhoods 2012 Actual 2013 Actual 2014 Actual Trend Comment 84.00% 84.00% 86.00% Up 1 2 2 Stable Sustained citizens complaints as a percentage of incidents responded <.1%0.00% 0.01% 0.01% Stable Inspect 100% of inspectable properties at least once per year 100.00% 100.00% 98.40% Down affected by staff shortage Occurrence of fire inspectable buildings 30.00% 43.40% Up Contact 90% of children ages 5-9 for fire and life safety education 100.00% 100.00% 99.00% stable Emergency incidents responded to in less than 6 minutes >90% 92.50% 90.00% 88.00% Up Impact of increasing call Fires confined to room of origin >50%64.00% 50.00% 75.50% Up Improvement Percentage of time front line fleet in service excluding routine maintenance >98%98.17% 95.00% 97.75% Down Quints down time Retention of new personnel > 2 yrs, averaged over 10 years, goal 88% # employee grievances > than step II, goal less than 6 Key Performance Measures Goals & Measures Goal: Recruit and retain an effective workforce that is satisfied with their working environment Goal: Improve fire and life safety through education and code enforcement Goal: Provide and maintain safe and reliable equipment that is functional and meets the appropriate standards Goal: Deliver safe professional services that meet the needs of the people we serve 5 4 4 100% 17 18 18 92.50% 90.00% 90.00% 100.00% 100.00% 100.00% 94.00% 90.00% 90.00% $8.41 $34.90 $34.90 ISO Insurance rating 2 2 2 Fires confined to structure of origin >90% Dollar loss from fire per capita <$34.90 # FF injuries per 100 structure fires, <4 % meeting min. State certification criteria for their position 100% Number of hours of training per employee per month >18 Emergency incidents responded to in less than 6 minutes >90% Goal: Deliver safe professional services that meet the needs of the people we serve Contact Information:Fire Chief Tim Franz, (920) 236-5240, tfranz@ci.oshkosh.wi.us Goal: Develop and maintain a comprehensive training program to ensure safety of our personnel and service quality Goal: Provide and maintain efficient facilities geographically located to deliver services consistently and meet the housing needs of our staff and resources Percentage of time stations may be occupied and in service >99.9% ACCOUNT: 100-0230-XXXX-XXXXX FUND: GENERAL FUNCTION: FIRE & AMBULANCE DEPARTMENT: PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 7,875,386 7,980,582 8,045,800 8,046,700 8,254,900 TOTAL PAYROLL - DIRECT LABOR 7,875,386 7,980,582 8,045,800 8,046,700 8,254,900 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 2,912,710 3,004,573 3,082,800 3,167,600 2,999,000 TOTAL PAYROLL - INDIRECT LABOR 2,912,710 3,004,573 3,082,800 3,167,600 2,999,000 Contractual Services 6401-00000 Contractual Services 17,332 21,403 18,600 18,500 19,200 6403-00000 Clothing Allowance 10,516 10,850 10,100 10,400 10,500 6404-00000 Postage & Shipping 21 15 100 100 100 6408-00000 Printing & Binding 438 0 500 400 500 6418-00000 Repairs to Motor Vehicles 50,092 40,569 36,000 36,000 38,000 6419-00000 Repairs to Tires 708 1,197 1,000 800 1,000 6420-00000 Repairs to Tools & Equipment 1,192 8,469 6,600 8,000 8,500 6421-00000 Maintenance Radios 1,558 359 11,900 9,000 10,800 6422-00000 Maintenance Contract Cost 17,018 13,314 19,900 19,800 20,200 6426-00000 Maint. Mach/Equip/Bldg/Struct 32,760 32,543 28,000 30,200 32,000 6427-00000 Maint. Computer Software 19,256 19,256 20,700 19,700 21,300 6432-00000 Equipment Rental 1,948 2,661 1,800 1,800 1,800 6445-00000 Land Fill Fees 0 12 0 0 0 6448-00000 Special Services 0 208 0 600 600 6453-00000 Vehicle License & Registration 224 75 100 0 300 6458-00000 Conference & Training 7,722 6,354 7,500 7,500 18,100 6459-00000 Other Employee Training 970 0 800 700 1,400 6460-00000 Membership Dues 917 984 1,500 1,200 1,500 6466-00000 Misc. Contractual Services 836 2,880 800 800 1,400 TOTAL CONTRACTUAL SERVICES 163,508 161,149 165,900 165,500 187,200 Utilities 6471-00000 Electricity 61,010 55,377 61,800 60,000 63,000 6472-00000 Sewer Service 3,699 4,089 4,000 4,000 4,400 6473-00000 Water Service 6,506 8,320 7,200 7,500 8,100 6474-00000 Gas Service 21,300 29,028 28,000 28,000 30,000 6475-00000 Telephones 4,029 10,699 10,300 9,500 9,600 6476-00000 Storm Water 8,684 6,289 8,700 7,300 8,000 TOTAL UTILITIES 105,228 113,802 120,000 116,300 123,100 Fixed Charges 6496-00000 Licenses and Permits 200 400 100 500 500 TOTAL FIXED CHARGES 200 400 100 500 500 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Materials & Supplies 6503-00000 Clothing 28,957 24,576 28,000 28,000 28,700 6505-00000 Office Supplies 2,721 2,924 3,400 3,000 3,000 6506-00000 Software Supplies 265 0 0 0 0 6507-00000 Books & Periodicals 1,881 2,772 3,200 3,000 3,200 6509-00000 Computer Supplies 0 0 0 0 0 6510-00000 Employee Training Materials 857 0 0 0 0 6513-00000 Motor Oil (Lubricants) 6,204 3,746 6,000 5,800 6,000 6514-00000 Gasoline 15 119 0 0 0 6517-00000 Supplies/Repair Parts 44,865 45,977 40,000 39,000 42,000 6518-00000 Other Fuel/Propane 182 928 800 900 1,000 6519-00000 Tires, Tubes & Rims 8,335 11,396 9,000 8,500 9,000 6527-00000 Janitorial Supplies 6,298 7,382 8,000 8,000 8,000 6529-00000 Chemicals 250 54 0 0 0 6536-00000 Smoke Detectors 1,914 0 0 0 0 6537-00000 Safety Equipment 40,135 26,033 40,000 38,000 43,000 6538-00000 Fire Fighting Equipment 10,410 7,388 10,000 9,500 10,000 6545-00000 Tools & Shop Supplies 1,361 700 1,000 800 1,000 6550-00000 Minor Equipment 1,734 144 5,400 5,000 5,400 6555-00000 Environmental Supplies 326 334 500 400 500 6557-00000 Medical Supplies 80,658 79,583 80,000 79,500 82,500 6589-00000 Other Materials & Supplies 8,247 14,853 13,900 13,800 15,000 TOTAL MATERIALS & SUPPLIES 245,615 228,909 249,200 243,200 258,300 Capital Outlay 7204-00000 Machinery & Equipment 3,998 4,000 11,000 10,900 6,100 7210-00000 Motor Vehicles 15,761 16,107 0 0 0 7214-00000 Buildings 0 0 10,000 10,000 5,000 TOTAL CAPITAL OUTLAY 19,759 20,107 21,000 20,900 11,100 TOTAL FIRE & AMBULANCE 11,322,406 11,509,522 11,684,800 11,760,700 11,834,100 ACCOUNT: 100-0230-XXXX-XXXXX FUND: GENERAL FUNCTION: FIRE & AMBULANCE DEPARTMENT: PUBLIC SAFETY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Fire Chief 1 1 1 110,300 110,900 113,100 Assistant Fire Chief 1 1 1 97,100 97,600 100,600 Battalion Chiefs 6 5 6 455,500 479,400 539,300 Fire Captains 7 7 7 531,800 534,400 539,800 Fire Lieutenant Inspector 1 2 1 143,600 99,400 73,200 Fire Lieutenants 14 14 14 1,021,200 1,021,200 1,038,000 Fire Equipment Operators 21 21 21 1,435,200 1,435,200 1,480,000 Vehicle Mechanic 1 1 1 58,200 58,500 59,300 Firefighters 54 54 54 3,299,800 3,315,900 3,378,800 Administrative Assistant 1 1 1 48,400 48,600 50,400 Community Program Coord Fire 1 1 1 56,300 56,600 59,000 Holiday Pay 243,000 243,000 260,000 Overtime Pay/Comp/199 230,000 231,000 237,000 Ambulance Pay 203,000 203,000 212,000 FLSA Overtime 88,000 88,000 90,000 Out of Class Pay 24,400 24,000 24,400 Health Insurance 6306 1,905,500 1,980,800 1,744,400 Retirement 6304 1,050,900 1,056,600 1,095,600 Social Security 6302 115,200 115,800 121,700 Life Insurance 6310 11,200 14,400 14,500 Income Continuation Insurance 6312 0 0 22,800 TOTAL PERSONNEL 108 108 108 11,128,600 11,214,300 11,253,900 PERSONNEL SCHEDULE Dept:Fire TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:11,100$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Treadmill Replace 2 $3,050 $6,100 2 Sealcoat station 17 & 18 lots Replace 2 $2,500 $5,000 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL HYDRANT RENTAL PUBLIC SAFETY 100-0250-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 650,000 650,000 650,000 650,000 650,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The purpose of this budget is to account for the portion of Public Fire Protection that is currently being collected through the tax levy/bill rather than through the Utility bill. Links to City Strategic Plan: Budget Variances: Significant Accomplishments: Objectives to be Accomplished Next Year: Contact Information:Trena Larson, Director of Finance, tlarson@ci.oshkosh.wi.us ACCOUNT: 100-0250-XXXX-XXXXX FUND: GENERAL FUNCTION: HYDRANT RENTAL DEPARTMENT: PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Contractural Services 6439-00000 Hydrant Rental 650,000 650,000 650,000 650,000 650,000 TOTAL CONTRACTUAL SERVICES 650,000 650,000 650,000 650,000 650,000 TOTAL HYDRANT RENTAL 650,000 650,000 650,000 650,000 650,000 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL POLICE & FIRE COMMISSION PUBLIC SAFETY 100-0290-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 12,165 14,319 11,000 16,200 13,600 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment # of hires N/A 6 7 Up Hire more staff for Costs per new hire N/A $1,834 $1,500 Down less cost. Significant Accomplishments:Established new and retired old eligibility lists for Police & Fire and executed the hiring process. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: This budget is used to comply with the requirements of S.S. 62.13, which mandates the establishment of an eligibility list for appointment of police officers and firefighters. Budget Variances: Key Performance Measures Links to City Strategic Plan:Develop a performance culture / efficiently comply with the requirements outlined in S.S. 62.13. Contact Information:Pam Resch, Human Resource Manager, presch@ci.oshkosh.wi.us Goals & Measures Goal: Develop a performance culture / efficiently comply with the requirements outlined in S.S. 62.13. Objectives to be Accomplished Next Year: Continue to successfully staff anticipated vacancies and support the efforts of the PFC ACCOUNT:100-0290-XXXX-XXXXX FUND:GENERAL FUNCTION:POLICE & FIRE COMMISSION DEPARTMENT:PUBLIC SAFETY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Contractual Services 6401-00000 Contractual Services 12,165 14,319 10,800 13,000 13,400 6410-00000 Advertising/Marketing 0 0 0 3,000 0 TOTAL CONTRACTUAL SERVICES 12,165 14,319 10,800 16,000 13,400 Materials & Supplies 6505-00000 Office Supplies 0 0 200 200 200 6507-00000 Books & Periodicals 0 0 0 0 0 6589-00000 Other Materials & Supplies 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 0 0 200 200 200 TOTAL POLICE & FIRE COMM.12,165 14,319 11,000 16,200 13,600 FUND: FUNCTION: DEPARTMENT:ACCOUNT: GENERAL ADMINISTRATION PUBLIC WORKS 100-0410-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 348,303 369,174 378,500 348,800 374,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids Fees & Charges Miscellaneous Surplus Applied transfer TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To plan, build, maintain, and improve infrastructure and Department of Public Works services for the community. Budget Variances: Support Economic Development Improve Quality of Life Assets Significant Accomplishments:Completion of the Field Operations Facility Continue analysis of Infiltration and Inflow problems Begin planning of Oregon Street reconstruction, including public informational meetings Develop and submit operating and capital budgets Completion of Southwest Industrial Park Expansion Completion of Aviation Business Park construction and grading plans Links to City Strategic Plan:Improve and Maintain City Infrastructure Objectives to be Accomplished Next Year: Continue long-range planning for water main, sanitary sewer and storm water management systems 2012 Actual 2013 Actual 2014 Actual Trend Comment Citizen Survey 34.30% 30.50% 26.60% Declining Excellent/Good % % of streets with 67.50% PASER of 3 or less in CIP Weighted average 7.44 PASER score Excellent/Good % 42.50% 38.30% 47.40% Stable Major Projects 2 2 1 Completed 1. James Rd 1.City Hall 1. Armory Area 2. Sawyer Creek 2. Airport Area relief channel sewer, phase 1 Goals & Measures Goal: Improve condition of streets Key Performance Measures Goal: Create positive review of storm water management per Citizen Survey Goal: Goal: Contact Information:James Rabe, Director of Public Works - (920) 236-5065; Email - jrabe@ci.oshkosh.wi.us ACCOUNT: 100-0410-XXXX-XXXXX FUND: GENERAL FUNCTION: PUBLIC WORKS - ADMINISTRATION DEPARTMENT: PUBLIC WORKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 259,144 271,618 273,000 259,000 270,100 6103-00000 Regular Pay - Temp. Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 259,144 271,618 273,000 259,000 270,100 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 86,379 94,479 101,400 82,000 100,200 TOTAL PAYROLL - INDIRECT LABOR 86,379 94,479 101,400 82,000 100,200 Contractual Services 6402-00000 Auto Allowance 960 992 1,000 1,000 1,000 6404-00000 Postage & Shipping 0 0 0 0 0 6458-00000 Conference & Training 1,174 1,327 1,500 1,300 1,500 6459-00000 Other Employee Training 0 75 0 0 0 6460-00000 Membership Dues 494 504 600 600 500 6466-00000 Misc Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 2,628 2,898 3,100 2,900 3,000 UtilitiesUtilities 6475-00000 Telephones 0 0 0 100 200 TOTAL UTILITIES 0 0 0 100 200 Fixed Charges 6496-00000 Licenses and Permits 0 164 200 0 200 TOTAL FIXED CHARGES 0 164 200 0 200 Materials & Supplies 6505-00000 Office Supplies 152 15 600 600 600 6507-00000 Books and Periodicals 0 0 200 200 200 6589-00000 Other Materials & Supplies 0 0 0 0 TOTAL MATERIALS & SUPPLIES 152 15 800 800 800 Capital Outlay 7202-00000 Office Equipment Purchase 0 0 0 4,000 0 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 4,000 0 TOTAL PUBLIC WORKS - ADMIN 348,303 369,174 378,500 348,800 374,500 ACCOUNT: 100-0410-XXXX-XXXXX FUND: GENERAL FUNCTION: PUBLIC WORKS - ADMINISTRATION DEPARTMENT: PUBLIC WORKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Director of Public Works 1 1 1 125,700 102,100 118,000 Assistant Director of Public Works 1 1 1 99,400 108,100 102,300 Administrative Assistant 1 1 1 47,900 48,400 49,400 Overtime/Comp/199 0 400 400 Health Insurance 6306 61,100 42,200 59,200 Retirement 6304 18,600 16,500 18,500 Social Security 6302 20,900 22,800 21,400 Life Insurance 6310 800 500 600 Income Continuation 6312 0 0 500 TOTAL PERSONNEL 3 3 3 374,400 341,000 370,300 PERSONNEL SCHEDULE FUND: FUNCTION: DEPARTMENT:ACCOUNT: GENERAL ENGINEERING PUBLIC WORKS 100-0420-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,092,820 1,096,204 1,183,300 1,169,400 1,189,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & aids 718,077 0 759,628 759,625 759,600 Fees & Charges 0 0 10,000 9,000 10,000 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfer 0 0 0 0 0 TOTAL REVENUES:718,077 0 769,628 768,625 769,600 1 2 3 4 5 . . . . . . . . . . . . . Construct Libbey/Nicolet/North Main Street Area Detention Basin Complete construction of Snell Road lift station and interceptor pipe. Design and construction of various utility repair/replacement projects Completed Aviation Business Park construction plans Construction of storm sewer relief pipe through airport Objectives to be Accomplished Next Year: Reconstruction of N. Main Street from New York Ave to Murdock Ave, DOT project Complete Southside sanitary sewer study Design and reconstruct various streets and utility projects Significant Accomplishments:Completed construction of the Southwest Industrial Park Expansion Construction of the 9th/Washburn Area storm water detention basin Design and construction of various street reconstruction projects City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To provide cost-effective and quality service for our customers Budget Variances: 6475- varies due to need to purchase new phones with plan change; 6466 - was budgeted for in Temp Employee Support Economic Development Links to City Strategic Plan:Improve and Maintain our infrastructure Improve our Quality of Life Assets 2012 Actual 2013 Actual 2014 Actual Trend Comment % certified by Sept 1 N/A 92%100%stable following year % certified by Sept 1 N/A 100% of second year Excellent/Good %58.60%58.70%59.50%stable Feet of Sanitary Sewer 102,311 105,008 increasing over 100 year age Feet of Storm Sewer 76,442 77,769 increasing over 100 year age Feet of Water Main 367,267 365,248 decreasing over 75 year age Goal: Maintain positive review of sidewalk system per Citizen Survey Goal: Improve reliability of public infrastructure (data through 2014 construction) Goal: Contact Information:James Rabe, Director of Public Works - (920) 236-5065; Email - jrabe@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Finalize Special assessment certifications within 2 years of project completion. ACCOUNT: 100-0420-XXXX-XXXXX FUND: GENERAL FUNCTION: ENGINEERING DEPARTMENT: PUBLIC WORKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 684,901 696,701 719,600 709,800 742,500 6103-00000 Regular Pay - Temp Employee 52,550 38,407 50,000 45,600 43,000 TOTAL PAYROLL - DIRECT LABOR 737,451 735,108 769,600 755,400 785,500 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 316,166 332,177 378,500 370,300 361,900 TOTAL PAYROLL - INDIRECT LABOR 316,166 332,177 378,500 370,300 361,900 Contractual Services 6401-00000 Contractual Services 960 960 1,000 1,000 1,000 6402-00000 Auto Allowance 4,186 1,968 2,000 4,200 2,300 6410-00000 Advertising / Marketing 838 838 0 0 0 6418-00000 Repairs to Motor Vehicles 3,663 416 3,000 2,600 3,000 6419-00000 Repairs to Tires 60 0 700 600 600 6420-00000 Repairs to Tools and Equipment 2,626 1,152 3,300 3,000 3,000 6427-00000 Maintenance Computer Software 400 0 400 0 400 6432-00000 Equipment Rental 458 490 500 500 500 6450-00000 Engineering & Consulting Fees 2,940 0 0 0 0 6458-00000 Conference & Training 4,601 2,535 4,500 4,500 4,500 6459-00000 Other Employee Training 0 100 1,300 1,300 1,300 6460-00000 Membership Dues 0 185 200 300 300 6466-00000 Misc Contractual Services 1,728 3,871 0 7,000 7,000 TOTAL CONTRACTUAL SERVICES 22,460 12,515 16,900 25,000 23,900 Utilities 6475-00000 Telephones 4,400 3,802 3,300 4,600 4,000 TOTAL UTILITIES 4,400 3,802 3,300 4,600 4,000 Fixed Charges 6496-00000 Licenses & Permits 0 164 0 0 200 TOTAL FIXED CHARGES 0 164 0 0 200 Materials & Supplies 6503-00000 Clothing 400 1,230 800 800 800 6505-00000 Office Supplies 3,633 4,158 3,600 3,600 3,600 6506-00000 Software Supplies 0 0 0 100 0 6507-00000 Books & Periodicals 0 0 200 0 200 6508-00000 Maps & Records 391 221 500 400 400 6509-00000 Computer Supplies 90 360 200 100 200 6517-00000 Supplies/Repair Parts 1,059 682 2,000 2,000 2,000 6519-00000 Tires, Tubes & Rims 0 0 600 0 0 6537-00000 Safety Equipment 166 267 600 600 600 6589-00000 Other Materials & Supplies 6,604 5,520 6,500 6,500 6,600 TOTAL MATERIALS & SUPPLIES 12,343 12,438 15,000 14,100 14,400 Capital Outlay 7202-00000 Office Equipment Purchases 0 0 0 0 0 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL ENGINEERING 1,092,820 1,096,204 1,183,300 1,169,400 1,189,900 ACCOUNT: 100-0420-XXXX-XXXXX FUND: GENERAL FUNCTION: ENGINEERING DEPARTMENT: PUBLIC WORKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Civil Engineer Supervisor 1.00 1.00 1.00 80,800 81,800 83,400 Civil Engineer Senior 2.00 2.00 2.00 156,700 158,700 161,900 Lead Civil Engineer Tech 1.00 2.00 2.00 107,200 58,500 107,300 Civil Engineer Tech 3.00 3.00 3.00 158,000 160,000 163,200 Engineering Specialist 4.00 3.00 3.00 135,500 181,000 141,700 Overtime/Comp/199 65,000 54,200 65,000 Secretary 6102 0.70 0.70 0.70 16,400 15,600 20,000 Summer / Seasonal help 6103 50,000 45,600 43,000 Health Insurance 6306 270,300 262,200 249,500 Retirement 6304 47,800 48,300 49,000 Social Security 6302 58,900 58,100 60,100 Life Insurance 6310 1,500 1,700 1,700 Income Continuation Ins 6312 0 0 1,600 TOTAL PERSONNEL 11.70 11.70 11.70 1,148,100 1,125,700 1,147,400 PERSONNEL SCHEDULE FUND: FUNCTION: DEPARTMENT:ACCOUNT: GENERAL STREETS PUBLIC WORKS 100-0430-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 2,522,118 2,572,073 2,624,000 2,700,800 2,706,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 2,157,450 2,119,950 2,119,950 2,278,900 2,278,900 Fees & Charges 867,286 1,104,722 1,041,400 1,041,400 721,700 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:3,024,736 3,224,672 3,161,350 3,320,300 3,000,600 1 City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To plan and implement maintenance and repairs to keep streets in a safe and serviceable condition Budget Variances: Links to City Strategic Plan:Improve-maintain infrastructure / Streets1 2 3 4 5 . . . . . . . . . . . . Continue to provide efficient snow and ice control / removal Continue to expand pavement repair activities Continue emphasis on storm and sanitary sewer maintenance activities Objectives to be Accomplished Next Year: Paved the Transit parking lot Completed various maintenance activities for Storm Water Management facilities Paved several roads for the Cemetery Completed various landscaping projects for the new Field Operations Facility Complete Field Operations Facility landscaping Continue to assist other City Departments as needed Assisted the Parks Dept with the construction of the playground, and paving at South Park Significant Accomplishments: Improve-maintain infrastructure / Storm and Sanitary sewer systems Completed numerous demolition projects for the RDA Completed the annual cold mix paving program Strategic Plan:Improve-maintain infrastructure / Streets 2012 Actual 2013 Actual 2014 Actual Trend Comment # of complaints 31 29 25 Decreasing Street repair hours 3,400 3,859 3,600 Stable Tons of cold mix patch 530 577 625 Stable Pounds of crack filler 34,000 36,000 9,000 Decreasing Hours 4,299 3,586 3,564 Stable Citizen Survey Excellent / Good %61%63%58%Stable Sanitary Hours 5,892 5,373 7,384 Increasing Storm Hours 9769*7770*8550*Stable *Does not include Street Sweeping hours Key Performance Measures Goals & Measures Goal: Maintain / increase hours dedicated to sanitary and storm sewer system maintenance Goal: Goal: Reduce the number of pavement condition complaints (potholes) Goal: Maintain / increase street sweeper hours Contact Information:Kevin Uhen, Field Operations Manager, kuhen@ci.oshkosh.wi.us, (920) 232-5382 ACCOUNT: 100-0430-XXXX-XXXXX FUND: GENERAL FUNCTION: STREETS - GENERAL DEPARTMENT: PUBLIC WORKS NUMBER CLASSIFICATION 2013 EXPEND 2014 EXPEND. 2015 APPROP. 2015 EST. 2016 PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 1,371,173 1,362,292 1,359,200 1,364,900 1,413,200 6103-00000 Regular Pay - Temp Employee 9,178 13,451 14,000 7,900 14,000 TOTAL PAYROLL - DIRECT LABOR 1,380,351 1,375,743 1,373,200 1,372,800 1,427,200 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 660,461 685,952 742,600 742,700 720,800 TOTAL PAYROLL - INDIRECT LABOR 660,461 685,952 742,600 742,700 720,800 Contractual Services 6401-00000 Contractual Services 12,516 14,835 12,500 12,500 12,500 6420-00000 Repairs to Tools & Equipment 78 170 500 300 500 6426-00000 Maint Mach/Equip/Bldg/Structure 972 0 500 500 500 6432-00000 Equipment Rental 680 1,160 2,500 1,100 2,000 6445-00000 Land Fill Fees 0 0 0 0 0 6453-00000 Vehicle License & Registration 0 0 200 200 200 6458-00000 Conference & Training 0 0 500 500 500 6459-00000 Other Employee Training 405 0 500 500 500 6460-00000 Membership Dues 204 209 200 200 200 6466-00000 Misc. Contractual 23,393 22,240 22,000 15,000 22,000 6466-12001 Misc. Contract.(Snow Removal) 67,672 69,346 40,000 53,000 50,000 TOTAL CONTRACTUAL SERVICES 105,920 107,960 79,400 83,800 88,900 Utilities 6475-00000 Telephones 5,490 4,717 5,000 5,000 5,000 TOTAL UTILITIES 5,490 4,717 5,000 5,000 5,000 Fixed Charges 6496-00000 Licenses and Permits 0 74 100 300 300 6499-00000 Misc. Fixed Charges 0 0 500 500 500 TOTAL FIXED CHARGES 0 74 600 800 800 NUMBER CLASSIFICATION 2013 EXPEND 2014 EXPEND. 2015 APPROP. 2015 EST. 2016 PROP. Materials & Supplies 6503-00000 Clothing 3,531 3,968 4,000 3,800 4,000 6505-00000 Office Supplies 597 1,577 700 700 700 6509-00000 Computer Supplies 0 14 0 0 0 6511-00000 Diesel Fuel 0 0 0 0 0 6513-00000 Motor Oil (Lubricants) 278 192 400 300 400 6517-00000 Supplies/Repair Parts 7,622 801 7,500 6,700 7,500 6518-00000 Other Fuel/Propane 83 27 0 100 100 6527-00000 Janitorial Supplies 151 700 0 100 200 6529-00000 Chemicals 0 144 100 100 100 6537-00000 Safety Supplies 2,094 901 2,500 2,100 2,500 6544-00000 Street Oiling Supplies 59,086 61,131 75,000 70,000 75,000 6545-00000 Tools & Shop Supplies 2,116 6,170 3,500 3,500 3,500 6550-00000 Minor Equipment 1,593 708 2,500 2,000 2,500 6557-00000 Medical Supplies 13 0 0 0 0 6561-00000 Sodium Chloride 236,868 273,500 240,000 323,800 280,000 6565-00000 Stone/Gravel/Concrete/Asp. 41,259 36,444 63,000 62,500 63,000 6589-00000 Other Materials & Supplies 14,605 11,350 24,000 20,000 24,000 TOTAL MATERIALS & SUPPLIES 369,896 397,627 423,200 495,700 463,500 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL STREETS - GENERAL 2,522,118 2,572,073 2,624,000 2,700,800 2,706,200 ACCOUNT: 100-0430-XXXX-XXXXX FUND: GENERAL FUNCTION: STREETS - GENERAL DEPARTMENT: PUBLIC WORKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Public Works Field Oper Mgr 1 1 1 88,600 89,600 91,400 Public Works Street Supervisor 2 2 2 128,100 128,400 134,400 Lead Equipment Operator 1 1 1 51,600 51,600 52,700 Equipment Operator 24 24 24 1,065,900 1,068,500 1,108,900 Clerk Dispatcher 1 1 1 42,000 42,000 42,800 Salary Saving - (Equipment Operator)(28,000)(28,000) (29,000) Overtime/Comp/199 11,000 12,800 12,000 Seasonal Help 6103 14,000 7,900 14,000 Health Insurance 6306 535,800 537,000 507,400 Retirement 6304 95,400 94,800 95,200 Social Security 6302 108,400 107,700 111,400 Life Insurance 6310 3,000 3,200 3,200 Income Continuation Ins 6312 0 0 3,600 TOTAL PERSONNEL 29 29 29 2,115,800 2,115,500 2,148,000 PERSONNEL SCHEDULE This page intentionally left blank. FUND: FUNCTION: DEPARTMENT:ACCOUNT: GENERAL CENTRAL GARAGE PUBLIC WORKS 100-0450-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 2,047,162 2,095,616 2,019,000 1,838,600 1,946,600 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids Fees & charges Miscellaneous Surplus Applied Transfers TOTAL REVENUES:0 0 0 0 0 1 2 3 4 5 . . . . . . . . . . Purchase vehicles/equipment approved for purchase in 2016. Improve-maintain infrastructure/City equipment Inventory Parts department. Objectives to be Accomplished Next Year: Notify Department Heads when Equipment is 95% due for pm in CFA Significant Accomplishments:Wrote specifications for major equipment approved for purchase in 2015 Complete move in to new Public Works Garage Improve preventive maintenance/reduce unscheduled downtime. Increased number of vehicles using alternative fuels Dispose of unneeded parts, tools, and equipment related to the move in to the new shop. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To provide support services to meet the operational requirements of the Department of Public Works and other city departments Budget Variances: Links to City Strategic Plan:Improve-maintain infrastructure/City buildings 2012 Actual 2013 Actual 2014 Actual Trend Comment Number of units 14 units 16 units 20 units Increased Percentage of Fleet 14% 16% 20% Increased Total cost $315,746 $340,000 $320,000 Stable Expense per vehicle $3,255 $3,505 $3,299 Stable Based on 97 units Goal: Goal: Reduce overall fleet maintenance expenditures Contact Information: Travis C. Hildebrandt, Public Works Mechanic Manager (920) 232-5384, Email thildebrandt@ci.oshkosh.wi.us Kevin Uhen, Field Operation Manager (920) 232-5382 Email kuhen@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Increase percentage of alternatively fueled (CNG) vehicles ACCOUNT: 100-0450-XXXX-XXXXX FUND: GENERAL FUNCTION: CENTRAL GARAGE DEPARTMENT: PUBLIC WORKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 413,221 393,741 416,200 395,600 405,000 6103-00000 Regular Pay-Temp Employee 0 275 0 0 0 TOTAL PAYROLL - DIRECT LABOR 413,221 394,016 416,200 395,600 405,000 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 183,197 186,478 211,600 204,000 199,100 TOTAL PAYROLL - INDIRECT LABOR 183,197 186,478 211,600 204,000 199,100 Contractual Serivces 6401-00000 Contractual Services 10,049 10,973 9,000 18,700 19,000 6404-00000 Postage & Shipping 39 86 0 0 0 6410-00000 Advertising/Marketing 0 0 0 200 0 6418-00000 Repairs to Motor Vehicles 25,216 46,992 40,000 44,200 40,000 6419-00000 Repairs to Tires 5,157 5,592 4,000 3,800 4,000 6420-00000 Repairs to Tools & Equip 542 2,988 500 3,800 1,500 6421-00000 Maintenance Radios 50 0 200 200 200 6424-00000 Maintenance Office Equip 91 155 200 200 200 6426-00000 Maint. Mach/Eqp/Bldg/Struct 13,328 4,629 10,000 7,600 10,000 6427-00000 Maint. Computer Software 890 465 500 1,500 2,000 6432-00000 Equipment Rental 434 278 500 400 500 6440-00000 Other Rental 0 0 0 800 0 6446-00000 Contractual Employment 0 2,352 0 100 0 6448-00000 Special Services 916 154 600 600 600 6458-00000 Conference & Training 1,893 0 1,000 500 1,000 6459-00000 Other Employee Training 1,920 0 3,000 3,000 3,000 6466-00000 Misc Contractual Service 0 3,416 6,000 100 100 TOTAL CONTRACTUAL SERVICES 60,525 78,080 75,500 85,700 82,100 Utilities 6471-00000 Electricity 44,530 39,670 45,000 46,300 48,200 6472-00000 Sewer Service 2,340 3,958 4,000 6,800 7,600 6473-00000 Water Service 2,637 4,336 4,500 7,600 10,000 6474-00000 Gas Service 38,661 43,343 40,000 39,500 45,000 6475-00000 Telephones 2,487 2,364 2,500 2,700 2,800 6476-00000 Storm Water 18,831 24,569 21,000 25,300 27,300 TOTAL UTILITIES 109,486 118,240 117,000 128,200 140,900 Fixed Charges 6496-00000 Licenses and Permits 655 100 1,200 0 0 6499-00000 Misc Fixed Charges 0 485 500 500 500 TOTAL FIXED CHARGES 655 585 1,700 500 500 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Materials & Supplies 6503-00000 Clothing 617 289 500 800 500 6505-00000 Office Supplies 242 334 400 200 400 6507-00000 Books & Periodicals 0 360 400 400 400 6509-00000 Computer Supplies 0 0 0 100 100 6511-00000 Diesel Fuel 517,237 460,163 443,200 322,000 381,000 6512-00000 Compressed Natural Gas 58,619 72,681 77,100 81,000 84,300 6513-00000 Motor Oil (Lubricants) 28,621 23,220 25,000 21,700 25,300 6514-00000 Gasoline 398,397 353,204 380,600 252,000 305,000 6517-00000 Supplies/Repair Parts 175,316 305,344 165,000 240,000 200,000 6518-00000 Other Fuel/Propane 3,810 5,455 4,000 7,500 6,000 6519-00000 Tires, Tubes & Rims 14,994 26,432 26,000 26,000 26,000 6527-00000 Janitorial Supplies 2,800 3,156 6,500 5,100 6,000 6529-00000 Chemicals 15,313 5,361 12,000 4,900 12,000 6535-00000 Landscaping Supplies 0 5,936 0 2,500 6,000 6537-00000 Safety Equipment 312 501 800 800 800 6545-00000 Tools & Shop Supplies 5,445 3,816 9,000 8,700 9,000 6550-00000 Minor Equipment 580 1,898 1,500 5,000 5,000 6555-00000 Environmental Supplies 660 688 0 1,000 1,000 6557-00000 Medical Supplies 0 183 0 200 200 6565-00000 Stone/Gravel/Concrete 722 0 0 0 0 6589-00000 Other Materials & Supplies 56,393 49,196 45,000 44,700 50,000 TOTAL MATERIALS & SUPPLIES 1,280,078 1,318,217 1,197,000 1,024,600 1,119,000 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 7214-00000 Buildings 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL CENTRAL GARAGE 2,047,162 2,095,616 2,019,000 1,838,600 1,946,600 ACCOUNT: 100-0450-XXXX-XXXXX FUND: GENERAL FUNCTION: CENTRAL GARAGE DEPARTMENT: PUBLIC WORKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Public Works Mechanic Mgr 1 1 1 68,800 62,700 61,700 Shop Maintenance Worker 1 1 1 45,100 45,000 45,100 Equipment Mechanic Central Garage 5 4 4 196,700 234,600 194,500 Lead Vehicle Mechanic 0 1 1 53,000 0 49,200 Welder 1 1 1 51,100 51,600 52,700 Overtime/Comp/199 1,500 1,700 1,800 Temp Employee 6103 0 0 0 Health Insurance 6306 150,000 146,200 139,600 Retirement 6304 28,500 26,900 26,700 Social Security 6302 32,100 30,300 31,000 Life Insurance 6310 1,000 600 700 Income Continuation Ins 6312 0 0 1,100 TOTAL PERSONNEL 8 8 8 627,800 599,600 604,100 PERSONNEL SCHEDULE This page intentionally left blank. FUND: FUNCTION: DEPARTMENT: ACCOUNT: GENERAL GARBAGE COLLECTION & DISPOSAL PUBLIC WORKS 100-0470-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,172,649 0 0 0 0 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & aids 0 0 0 0 0 Fees & Charges 27,594 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:27,594 0 0 0 0 City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:Transferred to a Levy Fund 212 ACCOUNT: 100-0470-XXXX-XXXXX FUND: GENERAL FUNCTION: GARBAGE COLLECTION & DISPOSAL DEPARTMENT: PUBLIC WORKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 395,516 0 0 0 0 6103-00000 Regular Pay - Temp Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 395,516 0 0 0 0 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 190,445 0 0 0 0 TOTAL PAYROLL - INDIRECT LABOR 190,445 0 0 0 0 Contractual Services 6401-00000 Contractual Services 71,513 0 0 0 0 6418-00000 Repairs to Motor Vehicles 16,667 0 0 0 0 6419-00000 Repairs to Tires 1,937 0 0 0 0 6426-00000 Maint Mach/Equip/Bldg/Struc 550 0 0 0 0 6432-00000 Equipment Rental 426 0 0 0 0 6445-00000 Land Fill Fees 437,474 0 0 0 0 6446-00000 Contractual Employment 4,992 0 0 0 0 6466-00000 Misc Contractual Service 1,305 0 0 0 0 TOTAL CONTRACTUAL SERVICES 534,864 0 0 0 0 Fixed Charges 6471-00000 Electricity 4,413 0 0 0 0 6475-00000 Telephones 1,702 0 0 0 0 6496-00000 Licenses and Permits 1,174 0 0 0 0 TOTAL FIXED CHARGES 7,289 0 0 0 0 Materials & Supplies 6503-00000 Clothing 951 0 0 0 0 6505-00000 Office Supplies 368 0 0 0 0 6513-00000 Motor Oil (Lubricants) 85 0 0 0 0 6517-00000 Supplies/Repair Parts 7,014 0 0 0 0 6519-00000 Tires, Tubes & Rims 5,774 0 0 0 0 6527-00000 Janitorial Supplies 189 0 0 0 0 6529-00000 Chemicals 6,241 0 0 0 0 6537-00000 Safety Equipment 147 0 0 0 0 6545-00000 Tools & Shop Supplies 120 0 0 0 0 6550-00000 Minor Equipment 20,046 0 0 0 0 6589-00000 Other Materials & Supplies 3,600 0 0 0 0 TOTAL MATERIALS & SUPPLIES 44,535 0 0 0 0 Capital Outlay 7210-0000 Motor Vehicles 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL GARBAGE COLL/DISPOSAL 1,172,649 0 0 0 0 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL PARKS PARKS & OTHER FACILITIES 100-0610-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,641,616 1,627,581 1,656,000 1,733,300 1,734,300 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 2,500 3,000 4,750 4,500 Fees & Charges 20,363 24,108 24,000 24,000 24,000 Miscellaneous 3,503 13,879 10,000 10,000 10,000 Surplus Applied 0 0 0 0 0 Transfer 0 0 0 0 0 TOTAL REVENUES:23,866 40,487 37,000 38,750 38,500 1 2 3 . . . . . . . . . . . . . Constructed Inclusive Playground at South Park Installed historic signage along river walk South Park restroom design and demolition of old facility Complete construction of restroom facility at South Park Install additional historic signage along river walk City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City’s open space, water, historical and natural resources, and provide a park and recreation program that is designed to enhance the City’s quality of life. Constructed restroom/shelter facility at Stevens Park Significant Accomplishments: Strengthen our neighborhoods Improve our quality of life assets Links to City Strategic Plan:Promote and develop public/private partnerships Opera House Square landscaping improvements and marquee sign installed Objectives to be Accomplished Next Year: Renovate restrooms at Red Arrow Park Renovate Little Oshkosh Installed walkways/paths at Teichmiller Park Installed perimeter walk at West Algoma Park playground 2012 Actual 2013 Actual 2014 Actual Trend Comment Donations $2,900 $4,972 Park Acres 337 337 Acreage/1,000 pop.5.08 5.08 Riverwalk (miles)1.5 1.5 # of park rentals 351 310 began all day rentals Park rental revenue $13,240 $16,735 fees increased Key Performance Measures Goals & Measures Goal: Maintain and develop public/private partnerships Goal: Preserve and protect the city's open spaces Goal: Provide park and recreation facilities to enhance the city's quality of life Goal: Contact Information: Ray Maurer, Director of Parks, rmaurer@ci.oshkosh.wi.us, Chad Dallman, Asst. Director of Parks, cdallman@ci.oshkosh.wi.us ACCOUNT: 100-0610-XXXX-XXXXX FUND: GENERAL FUNCTION: PARKS DEPARTMENT: PARKS & OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 823,295 800,222 806,700 808,200 821,500 6103-00000 Regular Pay - Temp Employee 65,146 74,803 57,100 65,000 66,300 TOTAL PAYROLL - DIRECT LABOR 888,441 875,025 863,800 873,200 887,800 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 332,850 345,613 364,500 402,200 374,600 TOTAL PAYROLL - INDIRECT LABOR 332,850 345,613 364,500 402,200 374,600 Contractual Services 6401-00000 Contractual Services 19,516 16,076 15,000 18,000 15,000 6402-00000 Auto Allowance 960 960 1,000 1,000 1,000 6404-00000 Postage & Shipping 63 440 100 100 100 6410-00000 Advertising/Marketing 0 0 300 300 300 6418-00000 Repairs to Motor Vehicles 9,923 3,608 6,000 8,000 8,000 6419-00000 Repairs to Tires 487 352 500 300 500 6420-00000 Repairs to Tools & Equip 820 1,135 100 1,800 100 6421-00000 Maintenance Radios 0 0 0 0 0 6424-00000 Maintenance Office Equipment 0 0 100 100 100 6426-00000 Maint. Mach/Equip/Bldg/Struct 3,414 1,693 3,000 2,500 2,500 6432-00000 Equipment Rental 1,746 1,912 3,000 2,000 2,500 6440-00000 Other Rental 2,462 2,234 1,500 1,500 1,200 6445-00000 Land Fill Fees 628 1,257 2,000 1,300 1,400 6446-00000 Contractual Employment 323 0 0 0 0 6448-00000 Special Services 4,653 6,603 3,000 7,000 6,000 6453-00000 Vehicle License & Registration 4 149 0 0 0 6458-00000 Conference & Training 4,943 2,902 4,200 4,200 4,200 6460-00000 Membership Dues 840 919 900 700 900 6466-00000 Misc Contractual Services 743 1,496 0 5,000 5,000 TOTAL CONTRACTUAL SERVICES 51,525 41,736 40,700 53,800 48,800 Utilities 6471-00000 Electricity 96,032 88,877 97,500 95,000 98,800 6472-00000 Sewer Service 11,840 11,311 12,000 12,000 13,200 6473-00000 Water Service 34,093 35,699 35,800 35,000 40,400 6474-00000 Gas Service 9,895 14,113 14,100 14,100 14,100 6475-00000 Telephones 2,167 2,239 2,200 2,500 2,700 6476-00000 Storm Water 49,356 59,053 54,300 63,000 70,000 TOTAL UTILITIES 203,383 211,292 215,900 221,600 239,200 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Sundry Fixed Charges 6496-00000 Licenses & Permits 115 381 600 500 500 6499-00000 Misc Fixed Charges 0 782 0 900 900 TOTAL FIXED CHARGES 115 1,163 600 1,400 1,400 Materials & Supplies 6503-00000 Clothing 926 1,674 0 1,100 1,000 6505-00000 Office Supplies 1,144 1,541 1,500 1,500 1,500 6507-00000 Books & Periodicals 315 296 200 300 300 6513-00000 Motor Oil (Lubricants) 3,032 3,444 2,000 3,100 3,000 6517-00000 Supplies/Repair Parts 39,833 48,898 50,000 40,000 40,000 6518-00000 Other Fuel/Propane 977 1,367 2,000 2,000 1,600 6519-00000 Tires, Tubes & Rims 1,485 2,594 3,000 2,500 2,500 6527-00000 Janitorial Supplies 16,037 10,427 14,000 14,000 14,000 6529-00000 Chemicals 5,779 6,218 5,000 10,000 8,000 6535-00000 Landscaping Supplies 0 128 0 20,000 20,000 6537-00000 Safety Equipment 2,643 1,291 1,000 1,100 1,100 6545-00000 Tools & Shop Supplies 4,530 7,059 6,500 5,500 6,500 6550-00000 Minor Equipment 6,901 8,792 7,000 4,000 6,000 6555-00000 Environmental Supplies 0 50 0 0 0 6557-00000 Medical Supplies 2 0 300 0 0 6561-00000 Sodium Chloride 0 570 1,000 0 0 6565-00000 Stone/Gravel/Concrete/Asp 3,446 6,918 15,000 22,000 20,000 6587-00000 Gift Expenditures 0 0 2,000 0 0 6589-00000 Materials & Supplies 78,252 51,485 60,000 54,000 45,000 TOTAL MATERIALS & SUPPLIES 165,302 152,752 170,500 181,100 170,500 Capital Outlay 7202-00000 Office Equipment Purchase 0 0 0 0 0 7204-00000 Machinery & Equipment 0 0 0 0 12,000 7208-00000 Land Purchases 0 0 0 0 0 7216-00000 Land Improvement 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 12,000 TOTAL PARKS 1,641,616 1,627,581 1,656,000 1,733,300 1,734,300 ACCOUNT: 100-0610-XXXX-XXXXX FUND: GENERAL FUNCTION: PARKS DEPARTMENT: PARKS & OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Director of Parks 1.00 1.00 1.00 97,100 98,100 100,100 Assistant Director of Parks 1.00 0.00 1.00 0 31,800 76,500 Parks Operations Manager 0.00 1.00 0.00 68,800 40,300 0 Parks Revenue & Facilities Manager 0.64 0.64 0.64 41,200 41,400 43,300 Parks Trades Technician 7.00 5.00 7.00 278,300 311,200 333,400 Lead Parks Maintenance Worker 1.00 1.00 1.00 52,300 53,400 54,400 Zoo Specialist 1.00 1.00 1.00 46,200 46,200 46,300 Groundskeeper 1.00 3.00 1.00 94,500 63,100 46,200 Equipment Mechanic Parks 1.00 1.00 1.00 51,100 52,100 53,200 Administrative Assistant 1.00 1.00 1.00 47,900 47,900 48,900 Marketing/Fund Devel Coord (P.T.) 6102 0.25 0.25 0.25 8,700 9,000 9,200 Overtime/Comp/199 20,600 13,700 10,000 Seasonal Help 6103 57,100 65,000 66,300 Health Insurance 6306 238,400 278,300 248,000 Retirement 6304 56,000 54,500 53,900 Social Security 6302 67,900 66,800 68,000 Life Insurance 6310 2,200 2,600 2,700 Income Continuation Insurance 6312 0 0 2,000 TOTAL PERSONNEL 14.89 14.89 14.89 1,228,300 1,275,400 1,262,400 PERSONNEL SCHEDULE Dept:Parks - 100-0610 TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:12,000$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Electric utility cart Replace 1 $12,000 $12,000 2 $0 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL FORESTRY PARKS & OTHER FACILITIES 100-0620-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 312,558 353,825 329,300 330,500 331,400 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 4,072 0 0 0 0 Fees & charges 0 0 0 0 0 Miscellaneous 7,000 6,530 6,000 6,000 6,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:11,072 6,530 6,000 6,000 6,000 1 2 3 4 5 . . . . . . . . . . . . . Renovated Leach Amphitheater landscape and pruned all trees/shrubs Neighborhood tree planting in association with Planning Services Roundabout and Traffic Island Improvements Continue EAB Mitigation treatment and removals Tree inventory periodic updates City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City's open space, water, historical and natural resources, and provide a park and a recreation program that is designed to enhance the City's quality of life. Budget Variances: Roundabout/Traffic Island Materials ($5,000) in -6535, additional seasonal staff to maintain the roundabout/Traffic Islands included in seasonal help line. Significant Accomplishments: Strengthen our neighborhoods Improve our quality of life assets Links to City Strategic Plan:Promote and develop public/private partnerships Continued ongoing tree removals/pruning city-wide Objectives to be Accomplished Next Year: Update Chapter 26 of the Municipal Code Installed George Washington Monument landscaping Installed Opera House Square landscaping Treated 300 Ash trees for EAB protection Renovated Rochlin Park landscaping 2012 Actual 2013 Actual 2014 Actual Trend Comment Trees Planted 1,125 577 105 down 2012/2013 Reflects Taking Root Project Trees Pruned 290 255 180 down Trees Removed 55 85 120 up ash mitigation Stumps Removed 40 91 110 up more removals Mem Trees Planted 22 20 22 steady Contact Information:Bill Sturm, Landscape Operations Division Manager, bsturm@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Maintain Tree City USA Status Goal: Goal: Goal: ACCOUNT:100-0620-XXXX-XXXXX FUND:GENERAL FUNCTION:FORESTRY DEPARTMENT:PARKS & OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 191,500 198,582 196,600 199,300 201,300 6103-00000 Regular Pay - Temp Employee 14,556 9,864 6,000 6,000 8,000 TOTAL PAYROLL - DIRECT LABOR 206,056 208,446 202,600 205,300 209,300 Payroll - Indirect Labor 63xx-00000 Fringe Benefits 76,817 85,717 90,800 89,400 85,500 TOTAL PAYROLL - INDIRECT LABOR 76,817 85,717 90,800 89,400 85,500 Contractual Services 6401-00000 Contractual Services 241 838 1,000 0 500 6418-00000 Repairs to Motor Vehicles 6,375 2,404 4,000 3,800 4,000 6419-00000 Repairs to Tires 482 182 200 300 300 6420-00000 Repairs to Tools & Equipment 0 110 500 400 500 6421-00000 Maintenance Radios 0 0 0 0 0 6424-00000 Maintenance Office Equipment 165 190 200 300 300 6426-00000 Maint. Mach/Equip/Bldg/Struct 0 60 100 400 400 6427-00000 Maint. Computer Software 0 0 0 0 0 6432-00000 Equipment Rental 0 5,850 0 0 0 6453-00000 Vehicle License & Registration 0 0 100 100 100 6458-00000 Conference & Training 1,550 1,440 1,500 1,900 1,500 6459-00000 Other Employee Training 135 0 0 0 0 6460-00000 Membership Dues 1,645 1,190 1,400 1,400 1,400 6466-00000 Misc Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 10,593 12,264 9,000 8,600 9,000 Sundry Fixed Charges 6496-00000 Licenses & Permits 0 0 0 100 100 TOTAL FIXED CHARGES 0 0 0 100 100 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Materials & Supplies 6503-00000 Clothing 200 516 300 300 300 6505-00000 Office Supplies 56 61 100 100 100 6507-00000 Books & Periodicals 115 95 100 0 0 6513-00000 Motor Oil (Lubricants)342 191 100 100 100 6517-00000 Supplies/Repair Parts 2,200 10,016 5,000 5,000 5,000 6518-00000 Other Fuel/Propane 200 100 200 200 200 6519-00000 Tires, Tubes & Rims 1,718 1,089 1,200 1,300 1,200 6527-00000 Janitorial Supplies 0 22 100 100 100 6529-00000 Chemicals 0 4,426 5,000 3,000 3,000 6535-00000 Landscaping Supplies 6,297 16,686 7,500 9,200 10,000 6537-00000 Safety Equipment 740 212 300 600 300 6545-00000 Tools & Shop Supplies 878 609 1,000 1,200 1,200 6550-00000 Minor Equipment 2,097 8,356 2,000 2,000 2,000 6565-00000 Stone/Gravel/Concrete/Asphalt 0 734 0 0 0 6589-00000 Other Materials & Supplies 4,249 4,285 4,000 4,000 4,000 TOTAL MATERIALS & SUPPLIES 19,092 47,398 26,900 27,100 27,500 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 7216-00000 Land Improvements 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL FORESTRY 312,558 353,825 329,300 330,500 331,400 ACCOUNT: 100-0620-XXXX-XXXXX FUND: GENERAL FUNCTION: FORESTRY DEPARTMENT: PARKS & OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Lead Arborist 1 1 1 51,100 51,600 52,700 Arborist 2 2 2 96,000 96,000 98,000 Horticulturist 1 1 1 48,500 48,500 49,500 Overtime/Comp/199 1,000 3,200 1,100 Seasonal Help 6103 6,000 6,000 8,000 Health Insurance 6306 61,000 59,600 55,000 Retirement 6304 13,700 13,600 13,400 Social Security 6302 15,800 15,800 16,100 Life Insurance 6310 300 400 400 Income Continuation Ins 6312 0 0 600 TOTAL PERSONNEL 4 4 4 293,400 294,700 294,800 PERSONNEL SCHEDULE This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL ASSESSOR COMMUNITY DEVELOPMENT 100-0080-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 487,997 507,996 544,000 474,300 580,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids Fees & Charges 0 103,582 85,000 90,000 85,000 Miscellaneous Surplus Applied Transfers TOTAL REVENUES:0 103,582 85,000 90,000 85,000 1 2 3 4 5 . . . . . . . . . . . . . Review appraisals for other departments for acquisitions and estimates of values Migrate from IAS4 software to New iasWorld software Set up tablets for field reviews Completed roll and all reports in to the Department of Revenue in a timely manner 855 real estate notices, 1,625 personal property notices sent for value changes 19% or 3,580 residential properties reviewed for sales, permits, and updating of records Maintain equity in the appraising of all classes of property in the City of Oshkosh Respond to citizen requests in a timely, informative, and thorough manner Provide the public with information on our actions and decisions Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: The Assessor office complies with the State of Wisconsin Statutes. Wisconsin Statutes direct assessors to discover, list, and value all non-manufacturing, taxable, real and personal property within the City of Oshkosh from actual view or from the best information the assessor can practicably obtain. Continual updating of parcel information provides reliable information to the public, other city departments, and the data needed for fair and equitable property valuation. Budget Variances: 2015 Budget variance due to personnel changes/ reorganization/ delayed revaluation. 2016 increase for market update/revaluation. Anticipate similar budget in 2017 & return to base budget for 2018. Objectives to be Accomplished Next Year: Complete Sales Ratio Analysis Work with Economic Development on appraisals for various projects, pro formas, and TIF proposals Preparation Work of Market Update Significant Accomplishments: Analyzed 714 property sales 18% or 361 commercial properties reviewed 1,920 Sales submitted to DOR's Provide Assessment Data System (PAD) for Equalization purposes 4,609 Building permits processed Completed 50 parcels combinations/splits, 38 class shifts, reviewed all Agricultural properties 2012 Actual 2013 Actual 2014 Actual Trend Comment % reviewed 2015 7% Reduced to prep for Residential Reval Value Land Analyze land sales, update current models, value land Cost Valuation Review cost model, compare model to sales, adjust as needed, document sources used Sales Model Update sales model with current sales Income Model Review income model, compare model to sales, adjust as needed, document sources used Mass Appraisal Use models to value properties Sales Ratio Analysis Analyze assessment to sale ratio to determine level of assessment and uniformity Website 733,371 hits on Assessor web page (average of just over 2000 hits per day) Photos Retake photos of properties with pictures older than 2009 Property Data Assist public at counter, over the phone, via email and on public access computer in City Hall Reviews Communicate to property owners why we are reviewing their property through letters, assessor website, and one-on-one conversations Tablets Use tablets on appointments to provide better service to property owners in the field. Configuration Communicate with vendor, IT, Staff to provide direction and support for setup Photo Migration Communicate with vendor, IT, Staff to provide direction and support for setup Verification, Testing Staff will verify and test new software Training All staff will participate in vendor provided training Tablet Set Up Field test tablets 1557/20,849 consists of neighborhood and sale reviews only Reviewed 714 sales in year 2014, 785 sales yr 2013, 709 sales yr 2012, 492 sales yr 2011 Goal: Public Relations: Providing property data to the public Goal: Migrate from current IAS4 software to New iasWorld software Contact Information: Reviewed 2,304 permits in year 2014, 1,165 permits yr 2013, 2,658 permits yr 2012, 1,392 permits yr 2011 Key Performance Measures Goals & Measures Goal: Accuracy of Data: Review of 10% of properties each year Luke Alger, Deputy Assessor; PH: (920) 236-5074 / Allen Davis, Community Development Director, PH: (920) 236- 5055 Goal: Market Update ACCOUNT:100-0080-XXXX-XXXXX FUND:GENERAL FUNCTION:ASSESSOR DEPARTMENT:COMMUNITY DEVELOPMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 291,953 300,353 287,400 224,500 261,400 6102-00000 Regular Pay - Temp. Employee 0 0 24,600 23,800 23,100 TOTAL PAYROLL - DIRECT LABOR 291,953 300,353 312,000 248,300 284,500 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 122,371 133,156 144,600 115,100 108,700 TOTAL PAYROLL - INDIRECT LABOR 122,371 133,156 144,600 115,100 108,700 Contractual Services 6401-00000 Contractual Services 38,300 43,800 44,000 79,900 146,400 6402-00000 Auto Allowance 5,021 3,773 6,000 4,000 5,000 6448-00000 Special Services 20,695 18,195 21,400 17,400 21,400 6458-00000 Conference & Training 4,074 3,465 4,000 4,000 5,500 6459-00000 Other Employee Training 392 0 2,000 500 500 6460-00000 Membership Dues 600 465 600 400 600 6466-00000 Misc. Contractual Services 903 588 0 200 0 6466-40540 Misc. Contr. Services (BOR)0 0 2,000 0 600 TOTAL CONTRACTUAL SERVICES 69,985 70,286 80,000 106,400 180,000 Utilities 6475-00000 Telephones 0 0 2,900 500 3,000 TOTAL UTILITIES 0 0 2,900 500 3,000 Fixed Charges 6496-00000 Licenses and Permits 0 0 0 100 100 TOTAL FIXED CHARGES 0 0 0 100 100 Materials & Supplies 6505-00000 Office Supplies 1,946 2,570 2,200 2,200 2,200 6506-00000 Software Supplies 0 100 0 0 0 6507-00000 Books & Periodicals 816 943 1,100 1,100 1,100 6508-00000 Maps & Records 360 200 400 400 400 6545-00000 Tools & Shop Supplies 70 0 0 0 0 6510-00000 Employee Training Materials 0 0 0 100 0 6589-00000 Tools & Shop Supplies 59 388 0 0 0 6589-40540 Other Materials & Supplies (BOR)437 0 800 100 500 TOTAL MATERIALS & SUPPLIES 3,688 4,201 4,500 3,900 4,200 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL ASSESSOR 487,997 507,996 544,000 474,300 580,500 ACCOUNT: 100-0080-XXXX-XXXXX FUND: GENERAL FUNCTION: ASSESSOR DEPARTMENT: COMMUNITY DEVELOPMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget City Assessor 0 1 0 81,800 600 0 Deputy City Assessor 1 0 1 0 62,600 65,100 Property Appraiser 3 3 3 160,600 121,300 150,500 Office Assistant 1 1 1 40,000 40,000 40,800 Overtime/Comp/199 5,000 0 5,000 PT Assessment Tech 6102 0.80 0.80 0.80 24,600 23,800 23,100 Health Insurance 6306 98,700 78,800 67,600 Retirement 6304 21,200 16,800 18,400 Social Security 6302 23,900 18,900 21,400 Life Insurance 6310 800 600 600 Income Continuation Ins 6312 0 0 700 TOTAL PERSONNEL 5.80 5.80 5.80 456,600 363,400 393,200 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL ECONOMIC DEV.COMMUNITY DEVELOPMENT 100-0730-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 491,749 591,765 618,600 624,200 660,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 66,300 66,300 66,300 66,300 Fees & Charges 0 0 0 0 25,000 Miscellaneous 57,791 3,012 287,100 287,100 289,400 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:57,791 69,312 353,400 353,400 380,700 1 2 3 4 5 . . . . . . . . . . . . Support sustainable economic development in the community, updated ED Element of Comp Plan, including Airport Element Plan for multiple business/industrial parks expansion, create TIF guideline, policies and an application for future TIF's Be more responsive to business owners and developers by refining site plan review process and timeliness Continued to expedite 37 development projects and assist developers, engineers, and contractors On-going work with public.private stakeholders for GO-EDC Update City's Economic Development Plan Started marketing program for Aviation Cluster - Maintenance Repair and Overhaul $50,000 WEDC grant for Central City Investment Significant Accomplishments: Links to City Strategic Plan: Completed Boatworks Riverwalk section Completed and close out 53 commercial and industrial projects Oshkosh Aviation Business Park - design and begin construction $247,000 WEDC grant for Rivers 1.5 $953,000 DNR grant for Jeld-Wen Riverwalk East of Oregon Street City started implementation of locally administered Revolving Loan Fund Create Account Management Program Improve processes that support business retention and development and increase business retention and expansion visits Create public/private financing partnerships to work on more funding opportunities for developers and business owners-Revolving Loan Fund and grant application City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variance:Oshkosh area economic development organization Oshkosh will be a premier community in the Fox Valley by developing and retaining a diverse mix of employees and employment opportunities thereby enabling continued success in the local, regional, and global economies. The city will have a skilled workforce and an environment fostering entrepreneurial activity. Oshkosh will revitalize its downtown, central city area, and Fox Fiver corridor by eliminating blighting conditions and addressing environmentally contaminated property. . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Create Expeditor Position Yes-Created Yes On-going Track all Community and Industrial Projects Started Yes-including active and closed projects Yes Measure Timelines for all Yes-Created Yes all reviews and On-going City sources inspections measured Development portal No Started Software installed No Started On-going Implement EO Services Study Completed None Yes Implement Target Industry Study Completed Yes Yes Implement Marketing Plan Yes Yes Yes Aviation Business Park Applying for grants Yes Started Tax Increment Drafted Adopted Yes Finance Policy City RLF No No Yes Riverwalk complete 1 City Center Office 2 Sections-Stieger & City Center Hotel 1 section-Boatworks Acquisition/Demo 2 properties 4 properties 5 properties New Construction None 1 Property Rivers II Clients Not Created Not Created 20 0 0 0 Goal: Create ad Implement Economic Development Plan Goal: Redevelopment of the Riverfront/Redevelopment Districts Goal: Industrial Parks/Business Park Land Sales Goal: Identify and Develop Economic Development Funding Sources Staff will incorporate LEAN processing initiatives for the city's plan review process Continue Implementation efforts for GO-EDC, the Oshkosh area Economic Development Organization Key Performance Measures Obtain grant funds for trans-load/spur in Southwest Industrial Park $1,000,000 Implement marketing study for Aviation Cluster Contact Information:Allen Davis, Director of Community Development; Ph: (920)236-5055 Goal: Account Management Goals & Measures Goal: Make it easier for potential business/developers Objectives to be Accomplished Next Year: Complete infrastructure in Aviation Business Park Open another Riverwalk Section - East of Oregon ACCOUNT:100-0730-XXXX-XXXXX FUND:GENERAL FUNCTION:ECONOMIC DEVELOPMENT DEPARTMENT:COMMUNITY DEVELOPMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 231,456 286,580 310,000 292,500 306,600 6103-00000 Regular Pay - Temp Employee 0 0 0 7,600 3,000 TOTAL PAYROLL - DIRECT LABOR 231,456 286,580 310,000 300,100 309,600 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 89,745 112,216 120,900 132,900 134,300 TOTAL PAYROLL - INDIRECT LABOR 89,745 112,216 120,900 132,900 134,300 Contractual Services 6401-00000 Contractual Services 32,741 63,990 5,000 5,000 30,000 6402-00000 Auto Allowance 1,449 1,867 2,000 2,000 2,000 6404-00000 Postage & Shipping 0 0 0 200 0 6408-00000 Printing & Binding 275 0 0 0 0 6410-00000 Advertising/Marketing 1,000 0 0 0 1,000 6440-00000 Other Rental 45 0 0 0 0 6446-00000 Contractual Employment 0 81,304 30,000 33,000 0 6458-00000 Conference & Training 5,629 5,851 8,000 8,000 8,000 6459-00000 Other Employee Training 0 200 200 200 200 6460-00000 Membership Dues 1,528 1,790 3,000 3,000 3,000 6466-00000 Misc Contractual Services 66,652 26,040 133,000 133,000 166,000 TOTAL CONTRACTUAL SERVICES 109,319 181,042 181,200 184,400 210,200 Utilities: 6475-00000 Telephones 67 984 700 1,700 1,700 TOTAL UTILITIES 67 984 700 1,700 1,700 Fixed Charges: 6496-00000 Licenses & Permits 0 0 500 0 0 TOTAL FIXED CHARGES 0 0 500 0 0 Materials & Supplies 6505-00000 Office Supplies 4,618 3,452 4,600 4,600 4,600 6506-00000 Software Supplies 123 170 0 0 0 6507-00000 Books & Periodicals 645 557 700 500 500 6509-00000 Computer Supplies 382 549 0 0 0 6550-00000 Minor Equipment 20,950 5,216 0 0 0 6589-00000 Other Materials & Supplies 86 999 0 0 0 TOTAL MATERIALS & SUPPLIES 26,804 10,943 5,300 5,100 5,100 Capital Outlay 7202-00000 Office Equipment 2,858 0 0 0 0 7230-00000 Computer Software 31,500 0 0 0 0 TOTAL CAPITAL OUTLAY 34,358 0 0 0 0 TOTAL ECONOMIC DEVELOPMENT 491,749 591,765 618,600 624,200 660,900 ACCOUNT: 100-0730-XXXX-XXXXX FUND: GENERAL FUNCTION: ECONOMIC DEVELOPMENT DEPARTMENT: COMMUNITY DEVELOPMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Director of Community Development 1.00 1.00 1.00 109,800 110,800 113,000 Economic Development Specialist 1.00 1.00 1.00 68,000 68,000 71,100 Economic Development Technician 1.00 0.00 1.00 0 8,500 28,400 Grants Coordinator 1.00 1.00 1.00 53,700 54,800 55,800 Economic Development Analyst 0.00 0.80 0.00 41,800 9,100 0 Office Assistant 1.00 1.00 1.00 33,700 33,700 35,300 Overtime/Comp/199 0.00 0.00 0.00 3,000 7,600 3,000 Part-time 6103 0.00 0.00 0.00 0 7,600 3,000 Health Insurance 6306 75,400 89,100 88,800 Retirement 6304 21,100 19,900 20,200 Social Security 6302 23,700 23,000 23,700 Life Insurance 6310 700 900 900 Income Continuation Insurance 6312 0 0 700 TOTAL ECONOMIC DEVEL.5.00 4.80 5.00 430,900 433,000 443,900 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL PLANNING SERVICES COMMUNITY DEVELOPMENT 100-0740-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 603,776 747,313 682,000 669,800 715,100 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 44,295 42,406 44,600 49,000 69,900 Miscellaneous 401,126 557,116 391,400 391,400 471,400 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:445,421 599,522 436,000 440,400 541,300 1 2 3 4 5 . . . . . . . . . . . . . Moved site plan review submittal process to digital only submissions increasing efficiency of process. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variance: The Planning Division advises the City Manager, City Council and its commissions, the business community and the general public on current land use and development issues. The Planning Division also maintains the Comprehensive Plan, Zoning Ordinance and maps that provide the policy and regulatory basis for land use and development in the community. Planning Staff also work closely with neighborhood associations and other similar interest groups on neighborhood and housing issues. Links to City Strategic Plan:Administration of Strategic Plan congruent planning documents: Comprehensive Plan, Sustainability Significant Accomplishments:Reviewed 108 applications through Plan Commission and Board of Appeals. Completed approximately 335 commercial, industrial, and residential site plan reviews. Plan, Bicycle & Pedestrian Plan Help create neighborhood associations throughout the City that will help create a neighborhood sense of place and belonging. Support strong, safe neighborhoods. Developed city's second neighborhood plan for Millers Bay under Healthy Neighborhood Initiative Completed or commenced GN CIP projects in Teichmiller Park, George Washington Triangle, E. Cook. Developed two new greenspaces in Middle Village. Assisted 23 households with housing rehabilitation or first-time home buyer activities. Applied for and received CLG grant to research proposal for Neoclassical Historic District Commence work on 10 year statutory required update to City's Comprehensive Plan. Complete zoning ordinance update for approval by Council. Complete Parking Study with recommendations regarding improving downtown parking. Objectives to be Accomplished Next Year: Complete neighborhood plan for Stevens Park and commence planning process with another nbhd. Complete Central City Investment Strategy plan. 2012 Actual 2013 Actual 2014 Actual Trend Comment Develop Neighborhood Associations 2 2 3 9 organized Develop Neighborhood Plans No data Middle Village Commences 1 1 plan adopted Great Nieighborhood Projects Funded 2 1 6 Number of Items Reviewed by Boards and Commissions 465 481 439 Development of Architectural Design Standards for one and two family structures Under development Under development Adopted Volunteer Hours Invested in Neighborhood Associations 1233 2679 2068 Number of Items Reviewed by SPRC 32 27 32 Develop electronic permit system with evolve Under development Beta Testing Zoning Violations Investigated 61 44 93 Proactive Code Enforcement 0 0 0 Budget Enhancement Goal: Continuous Improvement of the Site Plan Review Process Goal: Provide Effective Administration of the Zoning Ordinance Contact Information:Darryn Burich PH: 236-5059 / Allen Davis, PH: 236-5055 Key Performance Measures Goals & Measures Goal: Continue to Develop and Implement Healthy Neighborhoods Program Goal: Implementation of Comprehensive Plan ACCOUNT:100-0740-XXXX-XXXXX FUND:GENERAL FUNCTION:PLANNING SERVICES DEPARTMENT:COMMUNITY DEVELOPMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 434,472 485,374 490,300 490,200 520,300 6103-00000 Regular Pay - Temp Employee 3,800 505 0 0 0 TOTAL PAYROLL - DIRECT LABOR 438,272 485,879 490,300 490,200 520,300 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 126,010 164,936 177,900 165,700 165,100 TOTAL PAYROLL - INDIRECT LABOR 126,010 164,936 177,900 165,700 165,100 Contractual Services 6401-00000 Contractual Services 27,942 84,169 0 0 12,500 6402-00000 Auto Allowance 954 935 1,300 1,000 2,000 6404-00000 Postage & Shipping 44 0 0 0 0 6406-00000 Computer Service Charges 0 155 0 0 0 6408-00000 Printing & Binding 38 0 0 0 0 6427-00000 Maintenance Computer 50 50 0 0 0 6458-00000 Conference & Training 3,381 3,719 5,000 5,000 5,900 6459-00000 Other Employee Training 394 379 0 100 0 6460-00000 Membership Dues 3,101 3,315 3,100 3,400 4,300 TOTAL CONTRACTUAL SERVICES 35,904 92,722 9,400 9,500 24,700 Utilities: 6475-00000 Telephones 44 58 100 100 700 TOTAL UTILITIES 44 58 100 100 700 Fixed Charges: 6496-00000 Licenses & Permits 0 0 0 0 0 TOTAL FIXED CHARGES 0 0 0 0 0 Materials & Supplies 6505-00000 Office Supplies 2,814 3,006 3,500 3,500 3,500 6507-00000 Books & Periodicals 706 642 800 800 800 6537-00000 Safety Equipment 0 0 0 0 0 6545-00000 Tools & Shop Supplies 0 0 0 0 0 6589-00000 Other Materials & Supplies 26 70 0 0 0 TOTAL MATERIALS & SUPPLIES 3,546 3,718 4,300 4,300 4,300 Capital Outlay 7214-00000 Buildings 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL PLANNING SERVICES 603,776 747,313 682,000 669,800 715,100 ACCOUNT: 100-0740-XXXX-XXXXX FUND: GENERAL FUNCTION: PLANNING SERVICES DEPARTMENT: COMMUNITY DEVELOPMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Planning Services Manager 1.00 1.00 1.00 90,200 91,200 93,000 Principal Planner 1.00 1.00 1.00 75,800 76,600 78,100 Associate Planner/Zoning Administrator 1.00 1.00 1.00 59,000 60,000 61,400 Assistant Planner 2.00 2.00 2.00 87,600 80,800 89,500 Office Assistant 1.00 1.00 1.00 40,500 41,500 42,300 Associate Planner / GIS Specialist 1.00 1.00 1.00 63,000 63,300 64,500 Housing Specialist 1.00 1.00 1.00 57,500 57,500 58,600 Zoning Code Enforcement 0.00 0.50 0 0 15,500 Comm Development Technician 0.50 0.50 0.50 14,200 14,300 14,900 Overtime/Comp/199 2,500 5,000 2,500 Part-time 6103 0.00 0.00 0.00 0 0 0 Health Insurance 6306 106,500 93,800 89,200 Retirement 6304 33,300 33,500 34,300 Social Security 6302 37,500 37,700 39,800 Life Insurance 6310 600 700 700 Income Continuation Insurance 6312 0 0 1,100 TOTAL PERSONNEL 8.50 8.50 9.00 668,200 655,900 685,400 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: GENERAL INSPECTION SERVICES COMMUNITY DEVELOPMENT 100-0750-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 613,129 690,239 770,500 710,900 0 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 725,658 744,975 764,200 720,000 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfer 0 0 0 0 0 0 TOTAL REVENUES:725,658 744,975 764,200 720,000 0 1 2 3 4 5 . . . . . . . . . . . Permits and inspections can now be requested online with new software Have continued to enforce property maintenance codes throughout the city with an ephasis on the gateways. Continued with additional full-time property maintenance inspector for proactive Have received prompt compliance for correction notices issued for code violations Continued to work with other city departments in a site plan review committee to help streamline the submission and approval process of new commercial development. Objectives to be Accomplished Next Year: Implement online/ credit card payments for permits, plan reviews and service fees Continue to work on conversion of property files to electronic files Continue to improve the Inspection Services website with the help of IT City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: Transferred to a Special Fund 571 Increased plan review submittals, contracting inspections, weights and measures. Significant Accomplishments: Continued all day coverage at service counter by an inspector Continued with outside contractor to help provide expedited commercial plan reviews Links to City Strategic Plan:Have met with contractors/ developers in site plan review meetings and at sites prior to plan submittals Perform final inspections on older projects Continued to streamline permitting and inspection process by implementing a new software program Building Plan review time is averaging less than 5 days Inspections are being performed in less than 48 hours 2012 Actual 2013 Actual 2014 Actual Trend Comment average days to review 9 4 2 Goal has been achieved since contracting with McMahon to perform larger commercial plan reviews. Building 93%97%97% Electric 95%91%97% HVAC 97% Plumbing 93%98%97% 30-40% (est)85%85% not tracked accurately not tracked accurately 85% Contact Information:John Zarate, Chief Building Official, jzarate@ci.oshkosh.wi.us Goal: Achieve 30 day property maintenance compliance for 95% of the cases GOAL: Implement availability for customer service. Try to meet desire of customer to obtain permit on first vist 85% of the time. GOAL: Improve amount of timeto review commercial plans. Goal is less than 5 daysto review. Goal: Complete requested inspections within 48 hours of time ready. Goal is to complete 95% or more inspections within 48 hours. Goals & Measures Key Performance Measures ACCOUNT:100-0750-XXXX-XXXXX FUND:GENERAL FUNCTION:INSPECTION SERVICES DEPARTMENT:COMMUNITY DEVELOPMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 349,777 410,699 478,000 431,400 0 6103-00000 Regular Pay - Temp Employee 11,737 142 0 0 0 TOTAL PAYROLL - DIRECT LABOR 361,514 410,841 478,000 431,400 0 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 137,499 158,323 212,800 174,000 0 TOTAL PAYROLL - INDIRECT LABOR 137,499 158,323 212,800 174,000 0 Contractual Services 6401-00000 Contractual Services 86,764 91,665 40,000 70,000 0 6402-00000 Auto Allowance 12,013 12,281 14,500 13,500 0 6406-00000 Computer Service Charges 0 155 0 0 0 6458-00000 Conference & Training 7,453 6,583 10,300 10,300 0 6459-00000 Other Employee Training 0 28 0 0 0 6460-00000 Membership Dues 697 727 1,000 1,000 0 TOTAL CONTRACTUAL SERVICES 106,927 111,439 65,800 94,800 0 Utilities 6475-00000 Telephones 1,628 3,119 6,500 3,500 0 TOTAL UTILITIES 1,628 3,119 6,500 3,500 0 Fixed Charges 6496-00000 Licenses and Permits 446 483 800 1,000 0 TOTAL FIXED CHARGES 446 483 800 1,000 0 Materials & Supplies 6505-00000 Office Supplies 2,637 3,148 3,500 3,500 0 6506-00000 Software Supplies 0 0 0 1,000 0 6507-00000 Books & Periodicals 1,205 2,168 2,000 500 0 6537-00000 Safety Equipment 17 0 100 500 0 6545-00000 Tools & Shop Supplies 0 68 0 200 0 6589-00000 Other Materials & Supplies 1,256 650 1,000 500 0 TOTAL MATERIALS & SUPPLIES 5,115 6,034 6,600 6,200 0 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 7470-00000 Transfer to Other 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL INSPECTION SERVICES 613,129 690,239 770,500 710,900 0 ACCOUNT: 100-0750-XXXX-XXXXX FUND: GENERAL FUNCTION: INSPECTION SERVICES DEPARTMENT: COMMUNITY DEVELOPMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Chief Building Official 1.00 1.00 1.00 73,300 74,300 0 Building Systems Inspector 4.00 4.00 4.00 232,000 216,900 0 Housing Inspector 1.00 1.00 1.00 63,300 55,700 0 Code Enforcement Inspector 1.00 2.00 1.00 54,600 29,500 0 Comm. Dev. Tech. (split with Planning)0.50 0.50 0.50 14,200 14,300 0 Office Assistant 1.00 1.00 1.00 36,800 36,900 0 Overtime/Comp/199 6102 3,800 3,800 0 Part-Time 6102 0.00 0.00 0.00 0 0 0 Health Insurance 6306 143,300 111,400 0 Retirement 6304 32,500 29,200 0 Social Security 6302 36,600 32,900 0 Life Insurance 6310 400 500 0 Income Continuation Insurance 6312 0 0 0 TOTAL PERSONNEL 8.50 9.50 8.50 690,800 605,400 0 PERSONNEL SCHEDULE FUND: FUNCTION: DEPARTMENT:ACCOUNT: GENERAL ELECTRIC TRANSPORTATION 100-0801-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 491,197 488,553 503,500 504,200 509,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 56,922 20,343 30,000 30,000 30,000 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:56,922 20,343 30,000 30,000 30,000 1 2 3 4 5 . . . . . . . . . . . . . Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement:To install and maintain City-owned electric and telecommunications facilities in the public right-of- way and in City-owned facilities Budget Variances: Completed part of city hall office moves/renovations Completed relocation of HAWK signal on High Ave. Completed installation of street lights in Riverside Parking lot LED signal heads upgrade continued Continued work on Public Works Garage Improve and maintain infrastructure Improve quality of life assets Strengthen neighborhoods LED upgrades for traffic signals continuing PD and city hall reconfiguration Finish work in public works garage Riverwalk continuing Relocated fiber on Mt. Vernon for Library and Fire dept. Significant Accomplishments: Objectives to be Accomplished Next Year: Install RRFBs at the Summit/Congress crossing for bike/ped 2012 Actual 2013 Actual 2014 Actual Trend Comment # of signals down 22 36 21 # of signalized intersections 63 64 64 # of locate requests 5,000 4,946 5,803 # of locates placed 500 750 1,172 Hours locating 389 590 569 Hrs updating GIS 200 200 250 Number and duration of outages 0 0 # of labor hours non dept. 1,837 2,014 3,520 Goal: Avoid outages by providing utility locate services for city's electric and fiber infrastructure Goal: Provide cost-effective and responsive electrical construction and maintenance of city facilities Contact Information: Jim Collins, Director of Transportation PH; (920) 232-5342, Dan Kussman, Eletrical Traffic Division Manager PH: (920) 232-5350 Key Performance Measures Goals & Measures Goal: Install, operate and maintain City's traffic signals Goal: Manage and maintain the City's fiber and telecommunications network (external plant) ACCOUNT: 100-0801-XXXX-XXXXX FUND: GENERAL FUNCTION: ELECTRIC DEPARTMENT: TRANSPORTATION 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 281,170 291,723 295,600 296,800 303,900 6103-00000 Regular Pay - Temp Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 281,170 291,723 295,600 296,800 303,900 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 99,918 107,223 113,300 113,500 108,000 TOTAL PAYROLL - INDIRECT LABOR 99,918 107,223 113,300 113,500 108,000 Contractual Services 6402-00000 Auto Allowance 0 0 0 0 0 6418-00000 Repairs to Motor Vehicles 5,589 5,986 4,500 4,500 4,500 6419-00000 Repairs to Tires 28 0 100 100 100 6420-00000 Repairs to Tools & Equipment 1,302 1,991 1,500 1,500 1,500 6421-00000 Maintenance Radios 12 0 0 0 0 6425-00000 Maintenance of Traffic Signals 3,564 1,426 3,000 3,000 3,000 6426-00000 Maint. Mach/Equip/Bldg/Struct 560 1,798 400 400 400 6427-00000 Maintenance Computer 0 0 0 0 0 6432-00000 Equipment Rental 0 421 400 400 400 6448-00000 Special Services 1,061 70 1,000 1,000 1,000 6453-00000 Vehicle License 0 0 0 0 0 6458-00000 Conference and Training 0 238 300 300 300 6459-00000 Other Employee Training 495 455 200 200 500 6460-00000 Membership Dues 0 0 800 800 800 6466-00000 Misc Contractual Services 0 179 0 0 0 TOTAL CONTRACTUAL SERVICES 12,611 12,564 12,200 12,200 12,500 Utilities 6471-00000 Electricity 28,529 30,789 30,000 30,000 31,200 6472-00000 Sewer Service 2,016 2,332 2,200 2,200 2,400 6473-00000 Water Service 2,283 2,596 2,700 2,700 3,000 6474-00000 Gas Service 1,468 2,121 3,300 3,300 3,300 6475-00000 Telephones 535 527 900 600 600 TOTAL UTILITIES 34,831 38,365 39,100 38,800 40,500 Fixed Charges 6496-00000 Licenses and Permits 148 900 1,000 1,000 1,000 TOTAL FIXED CHARGES 148 900 1,000 1,000 1,000 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Materials & Supplies 6503-00000 Clothing 1,545 1,534 700 700 700 6505-00000 Office Supplies 153 151 100 100 100 6507-00000 Books & Periodicals 19 939 200 200 200 6509-00000 Computer Supplies 89 4 200 500 200 6513-00000 Motor Oil (Lubricants) 26 0 0 0 0 6517-00000 Supplies/Repair Parts 3,040 2,317 3,400 5,000 5,000 6518-00000 Other Fuel/Propane 401 0 100 100 100 6519-00000 Tires, Tubes & Rims 290 14 100 3,000 1,000 6527-00000 Janitorial Supplies 746 18 300 700 300 6529-00000 Chemicals 145 0 100 0 100 6537-00000 Safety Equipment 526 88 500 500 500 6540-00000 Sign Materials 0 0 0 0 0 6541-00000 Paint 0 0 0 0 0 6542-00000 Traffic Signal Materials 43,358 16,925 25,000 10,000 23,000 6543-00000 Communications Systems Materials 1,429 3,497 3,000 3,000 3,000 6545-00000 Tools & Shop Supplies 4,071 3,733 2,600 2,600 2,600 6550-00000 Minor Equipment 1,249 965 500 10,000 1,000 6565-00000 Stone/Gravel/Concrete/Asp 315 1,617 1,500 1,500 1,500 6589-00000 Other Materials & Supplies 5,117 5,976 4,000 4,000 4,000 TOTAL MATERIALS & SUPPLIES 62,519 37,778 42,300 41,900 43,300 Capital Outlay 7212-00000 Radios 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL ELECTRIC 491,197 488,553 503,500 504,200 509,200 ACCOUNT: 100-0801-XXXX-XXXXX FUND: GENERAL FUNCTION: ELECTRIC DEPARTMENT: TRANSPORTATION Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Electrical Traffic Division Manager 1 1 1 76,000 76,600 78,100 Electrician 4 4 4 217,600 218,200 223,800 Overtime/Comp/199 2,000 2,000 2,000 Health Insurance 6306 70,100 70,100 63,400 Retirement 6304 20,100 20,100 20,000 Social Security 6302 22,600 22,700 23,200 Life Insurance 6310 500 600 700 Income Continuation Ins 6312 0 0 700 TOTAL PERSONNEL 5 5 5 408,900 410,300 411,900 PERSONNEL SCHEDULE This page intentionally left blank. FUND: FUNCTION: DEPARTMENT:ACCOUNT: GENERAL SIGN TRANSPORTATION 100-0810-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 186,481 189,542 204,400 204,700 209,700 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & charges 6,574 7,468 3,500 3,500 3,500 Miscellaneous 78 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfer 0 0 0 0 0 TOTAL REVENUES:6,652 7,468 3,500 3,500 3,500 1 2 3 4 5 . . . . . . . . . . . . . Improve quality of life assets Significant Accomplishments: Continued to install street signs on overheead traffic signal arms Map sign locations using Rowe signs software. Develop and erect new neigborhood street signs for community development dept. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: To preserve and enhance the safety and capacity of the City's roadway network through installing and maintaining pavement marking and street signage Budget Variances: Strengthen neighborhoods Links to City Strategic Plan:Improve and maintain infrastructure Succesfully completed annual maint. program for existing pavement markings and signage Implement road diet on Murdock Avenue Sign and symbol arrows and bike lanes per the bike and ped. plan Implemented tablet system for real time location and inventory of signs Completed signs for new DPW garage, neighborhood signs for community development and additional signs for the parks dept. Objectives to be Accomplished Next Year: 2012 Actual 2013 Actual 2014 Actual Trend Comment # of crosswalks painted 588 581 584 # of intersections painted 300 296 296 # of miles of street painted 40 37 37 # of parking lots painted 19 20 2 # of miles of bike lanes 4 7 9 Increasing Sharrows starting this yr #signs inspected 57 8 36 # signs installed 823 437 562 #signs repaired 114 452 8 decreasing Install process improved #signs replaced 553 754 226 # of work orders 330 631 352 completed Goals & Measures Goal: Install and maintain pavement markings on a regular basis for conspicuity and clarity Goal: Install and maintain regulatory, warning and advisory street signage Goal: Make and install signage for other departments on request Goal: Contact Information: Jim Collins, Director of Transportation (920) 232-5342, Greg Maxwell, Transport Maintenance and Sign Supervisor, (920) 232-5342 Key Performance Measures ACCOUNT: 100-0810-XXXX-XXXXX FUND: GENERAL FUNCTION: SIGN DEPARTMENT: TRANSPORTATION 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Payroll - Direct Labor 6102-00000 Regular Pay 82,726 96,702 82,400 82,900 85,600 6103-00000 Regular Pay - Seasonal 21,176 13,145 10,600 10,600 10,800 TOTAL PAYROLL - DIRECT LABOR 103,902 109,847 93,000 93,500 96,400 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 22,129 28,840 32,700 32,500 33,700 TOTAL PAYROLL - INDIRECT LABOR 22,129 28,840 32,700 32,500 33,700 Contractual Services 6401-00000 Contractual Services 0 4,404 3,000 3,000 3,000 6418-00000 Repairs to Motor Vehicles 3,142 544 5,000 5,000 5,000 6419-00000 Repairs to Tires 10 10 100 100 100 6420-00000 Repairs to Tools & Equipment 359 0 100 200 200 6421-00000 Maintenance Radios 0 0 100 100 100 6426-00000 Maint. Mach/Equip/Bldg/Struct 43 0 100 100 100 6427-00000 Maint. Computer Software 1,575 1,675 1,600 2,100 2,500 6432-00000 Equipment Rental 0 0 100 0 100 6453-00000 Vehicle License 0 75 0 0 100 6459-00000 Other Employee Training 0 0 400 0 200 6466-00000 Misc Contractual Services 0 0 100 0 0 TOTAL CONTRACTUAL SERVICES 5,129 6,708 10,600 10,600 11,400 Utilities 6471-00000 Electricity 1,785 1,773 1,900 1,800 1,900 6474-00000 Gas Service 1,468 2,121 3,000 3,000 3,000 TOTAL UTILITIES 3,253 3,894 4,900 4,800 4,900 Materials & Supplies 6503-00000 Clothing 761 842 900 900 900 6505-00000 Office Supplies 40 3 100 100 100 6507-00000 Books & Periodicals 0 0 100 100 100 6513-00000 Motor Oil (Lubricants) 0 36 100 100 100 6514-00000 Gasoline 27 0 0 0 0 6517-00000 Supplies/Repair Parts 2,702 1,193 2,500 2,500 2,500 6518-00000 Other Fuel / Propane 27 34 200 200 200 6519-00000 Tires, Tubes & Rims 119 20 1,200 1,200 1,200 6527-00000 Janitorial Supplies 0 48 0 100 100 6537-00000 Safety Equipment 1,689 100 200 200 200 6540-00000 Sign Materials 14,541 19,648 20,000 20,000 20,000 6541-00000 Pavement Markings 24,825 17,102 32,000 32,000 32,000 6545-00000 Tools & Shop Supplies 181 0 300 300 300 6589-00000 Other Materials & Supplies 7,156 1,227 5,600 5,600 5,600 TOTAL MATERIALS & SUPPLIES 52,068 40,253 63,200 63,300 63,300 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL SIGN 186,481 189,542 204,400 204,700 209,700 ACCOUNT: 100-0810-XXXX-XXXXX FUND: GENERAL FUNCTION: SIGN DEPARTMENT: TRANSPORTATION Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Traffic Painter 2.00 2.00 2.00 82,000 82,500 85,200 Overtime/Comp/199 400 400 400 SRT Grant Employee 6103 0.00 0.00 0.00 0 0 0 Part-time seasonal 6103 0.62 0.62 0.62 10,600 10,600 10,800 Health Insurance 6306 19,700 19,700 20,500 Retirement 6304 5,600 5,600 5,600 Social Security 6302 7,100 7,100 7,300 Life Insurance 6310 300 100 100 Income Continuation Ins 6312 0 0 200 TOTAL PERSONNEL 2.62 2.62 2.62 125,700 126,000 130,100 PERSONNEL SCHEDULE O T H E R F U N D S FUND:FUNCTION:DEPARTMENT:ACCOUNT: RECYCLING RECYCLING PUBLIC WORKS 211-0480-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 954,633 1,073,817 1,091,500 1,935,900 1,025,600 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 404,700 0 0 0 0 Grants & Aids 238,223 237,855 238,000 237,900 188,000 Fees & Charges 111,822 541,732 110,000 110,500 111,000 Miscellaneous 71,678 30,728 30,000 52,500 39,500 Surplus Applied 0 0 0 0 0 Recycling Fee 0 0 420,000 420,900 736,800 0 TOTAL REVENUES:826,423 810,315 798,000 821,800 1,075,300 (128,210)(263,502)(293,500)(1,114,100)49,700 Ending Fund Balance:783,210 519,708 (554,890) (594,392) (544,692) 1 2 3 4 5 . . . . . . . . . . . . . Current Net Surplus/Deficit: Continued inspections of business and multi-family properties for compliance to ordinances. Reduced recycling route by a half route daily to better utilize personnel. Continued inspections of former landfill sites regarding condition/maintenance requirements. Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Maintain an effective recycling program so as to reduce the amount of solid waste going to the landfill. Budget Variances: Proposed increase in recycling fee change from $20.00 to $35.00. 2016 Fund Balance designated for truck replacement $707,400.00 after purchase of two new trucks Utilize existing personnel and equipment to handle additional service areas Significant Accomplishments: Objectives to be Accomplished Next Year: Strengthen neighborhoods Improve quality of life assets Reduce the number of service complaints Continue to increase route efficiency 2012 Actual 2013 Actual 2014 Actual Trend Comment # of complaints 95 38 40 Stable Excellent / Good %85.20%88.30%94.00%Increasing Contact Information: Robert Salm, Sanitation Division Manager, rsalm@ci.oshkosh.wi.us, Kevin Uhen, Public Works Field Operations Manager, kuhen@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Reduce number of service complaints Goal: Maintain positive review per citizen survey Goal: Goal: ACCOUNT: 211-0480-XXXX-XXXXX FUND: RECYCLING FUNCTION: RECYCLING DEPARTMENT: PUBLIC WORKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 234,088 247,444 240,000 248,200 230,500 6103-00000 Regular Pay - Temp Employee 16,760 17,012 16,700 16,600 17,000 TOTAL PAYROLL - DIRECT LABOR 250,848 264,456 256,700 264,800 247,500 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 109,245 104,209 108,300 71,200 76,300 TOTAL PAYROLL - INDIRECT LABOR 109,245 104,209 108,300 71,200 76,300 Contractual Services 6401-00000 Contractual Services 2,724 2,291 1,500 1,000 1,000 6404-00000 Postage & Shipping 257 4,106 4,200 4,600 4,700 6408-00000 Printing & Binding 741 3,488 2,000 2,500 4,400 6410-00000 Advertising/Marketing 4,794 2,474 8,000 7,700 7,000 6418-00000 Repairs to Motor Vehicles 23,129 8,552 20,000 23,600 24,500 6419-00000 Repairs to Tires 2,418 5,116 3,000 2,300 2,500 6420-00000 Repairs to Tools & Equipment 0 0 0 0 0 6432-00000 Equipment Rental 437,070 559,569 400,000 350,000 375,000 6445-00000 Land Fill Fees 21,690 21,620 22,000 22,100 22,300 6458-00000 Conference & Training 0 0 200 0 400 TOTAL CONTRACTUAL SERVICES 492,823 607,216 460,900 413,800 441,800 Utilities 6475-00000 Telephones 278 525 300 300 300 TOTAL UTILITIES 278 525 300 300 300 Fixed Charges 6481-00000 Worker's Compensation 0 1,600 1,700 1,800 1,700 6496-00000 Licenses and Permits 0 148 100 100 100 TOTAL FIXED CHARGES 0 1,748 1,800 1,900 1,800 Materials & Supplies 6503-00000 Clothing 365 563 600 600 600 6505-00000 Office Supplies 171 85 300 200 300 6509-00000 Computer Supplies 0 58 200 200 200 6511-00000 Diesel Fuel 74,002 55,378 65,000 37,400 48,800 6513-00000 Motor Oil (Lubricants) 212 0 1,000 1,000 1,000 6517-00000 Supplies/Repair Parts 22,087 26,622 15,000 30,100 26,000 6519-00000 Tires, Tubes, and Rims 8,265 12,072 10,000 7,200 9,000 6537-00000 Safety Equipment 0 0 200 0 200 6550-00000 Minor Equipment (5,512) 0 0 0 0 6589-00000 Other Materials & Supplies 1,849 885 500 500 1,100 TOTAL MATERIALS & SUPPLIES 101,439 95,663 92,800 77,200 87,200 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 7210-00000 Motor Vehicles 0 0 0 0 0 Reserve for Equipment Repl. 0 0 170,700 1,106,700 170,700 TOTAL CAPITAL OUTLAY 0 0 170,700 1,106,700 170,700 TOTAL RECYCLING 954,633 1,073,817 1,091,500 1,935,900 1,025,600 ACCOUNT: 211-0480-XXXX-XXXXX FUND: RECYCLING FUNCTION: RECYCLING DEPARTMENT: PUBLIC WORKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Public Works Sanitation Mgr.0.5 0.5 0.5 28,200 40,000 29,100 Lead Sanitation Operator 1.0 1.0 1.0 48,600 46,200 48,600 Sanitation Operator 2.5 3.0 2.5 138,700 138,500 123,700 Office Assistant 0.5 0.5 0.5 16,900 16,900 17,700 Merit Pool - 1% of PFP Range 0 0 2,700 Seasonal Help 6103 16,700 16,600 17,000 Overtime/Comp/199 6102 7,600 6,600 8,700 Health Insurance 6306 70,900 33,600 40,200 Retirement 6304 16,600 16,200 15,200 Social Security 6302 19,700 19,900 18,900 Life Insurance 6310 1,100 1,500 1,400 Income Continuation Ins 6312 0 0 600 TOTAL PERSONNEL 4.5 5.0 4.5 365,000 336,000 323,800 PERSONNEL SCHEDULE This page intentionally left blank. FUND: FUNCTION: DEPARTMENT: ACCOUNT: GARBAGE GARBAGE COLLECTION & DISPOSAL PUBLIC WORKS 212-0470-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 0 1,289,672 1,301,400 1,248,500 1,252,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 0 1,217,000 1,301,400 1,301,400 1,203,700 Grants & Aids 0 0 0 0 0 Fees & Charges 0 39,972 56,400 40,100 45,000 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Garbage Fee TOTAL REVENUES:0 1,256,972 1,357,800 1,341,500 1,248,700 0 (32,700)56,400 93,000 (4,200) Ending Fund Balance:0 (32,700) 56,400 60,300 56,100 1 2 3 4 5 . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Provide regular or special collections of solid waste and maintain city property previously used for landfill purposes Budget Variances:Transferred from General Fund 100-0470 Current Net Surplus/Deficit: Utilize existing personnel and equipment to handle additional service areas Study of methods to increase route efficiency Continue to reduce number of service complaints Links to City Strategic Plan: Significant Accomplishments: Objectives to be Accomplished Next Year: Strengthen neighborhoods Improve quality of life assets Continued inspections of former landfill sites regarding condition/maintenance requirements Continue inspections of business and multi-family properties for compliance to ordinances Reduced garbage routes by a half route to better utilize personnel . 2012 Actual 2013 Actual 2014 Actual Trend Comment # of complaints 73 32 40 Decreasing / Stable Excellent / Good %76.30%88.30%94.00%Increasing 12,947 12,867 12,900 Stable Goal: Decrease volume of solid waste material collected Goal: Contact Information: Robert Salm, Sanitation Division Manager, rsalm@ci.oshkosh.wi.us, Kevin Uhen, Public Works Field Operations Manager, kuhen@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Reduce number of service complaints Goal: Maintain positive review per citizen survey ACCOUNT: 212-0470-XXXX-XXXXX FUND: GENERAL FUNCTION: GARBAGE COLLECTION & DISPOSAL DEPARTMENT: PUBLIC WORKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 0 388,798 373,700 344,600 343,400 6103-00000 Regular Pay-Temp Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 0 388,798 373,700 344,600 343,400 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 0 200,866 219,000 213,000 171,100 TOTAL PAYROLL - INDIRECT LABOR 0 200,866 219,000 213,000 171,100 Contractual Services 6401-00000 Contractual Services 0 65,328 86,500 60,200 82,700 6408-00000 Printing & Binding 0 1,040 1,500 1,700 1,500 6418-00000 Repairs to Motor Vehicles 0 5,866 25,000 15,500 25,000 6419-00000 Repairs to Tires 0 5,730 6,000 4,300 6,000 6426-00000 Maint Mach/Equip/Bldg/Struc 0 385 0 0 0 6432-00000 Equipment Rental 0 293 200 200 200 6445-00000 Land Fill Fees 0 471,084 465,000 464,000 478,000 6458-00000 Conference & Training 0 0 200 0 400 6459-00000 Other Employee Training 0 0 200 0 200 6466-00000 Misc Contractual Service 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 0 549,726 584,600 545,900 594,000 Fixed Charges 6471-00000 Electricity 0 3,987 4,500 3,600 4,000 6475-00000 Telephones 0 2,528 2,500 2,400 2,500 6481-00000 Worker's Compensation 0 4,900 5,000 5,300 5,100 6496-00000 Licenses and Permits 0 1,034 1,100 1,100 1,100 TOTAL FIXED CHARGES 0 12,449 13,100 12,400 12,700 Materials & Supplies 6503-00000 Clothing 0 985 1,500 800 1,300 6505-00000 Office Supplies 0 333 400 300 400 6509-00000 Computer Supplies 0 0 100 100 100 6511-00000 Diesel Fuel 0 23,898 24,100 18,500 20,200 6512-00000 Compressed Natural Gas 0 62,665 49,100 66,000 69,400 6513-00000 Motor Oil (Lubricants) 0 0 1,000 1,000 1,000 6514-00000 Gasoline 0 744 1,000 800 1,000 6517-00000 Supplies/Repair Parts 0 28,538 15,000 26,000 20,000 6519-00000 Tires, Tubes & Rims 0 12,534 15,000 11,500 14,000 6527-00000 Janitorial Supplies 0 65 0 0 0 6529-00000 Chemicals 0 4,566 0 1,600 0 6537-00000 Safety Equipment 0 124 300 100 300 6545-00000 Tools & Shop Supplies 0 0 1,000 1,000 1,000 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. PROP. EST. PROP. Account-Project 6550-00000 Minor Equipment 0 0 0 1,800 0 6589-00000 Other Materials & Supplies 0 3,381 2,500 3,100 3,000 TOTAL MATERIALS & SUPPLIES 0 137,833 111,000 132,600 131,700 Capital Outlay 7204-0000 Mach. & Equipment 0 0 0 0 0 7210-0000 Motor Vehicles 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL GARBAGE COLL/DISPOSAL 0 1,289,672 1,301,400 1,248,500 1,252,900 ACCOUNT: 212-0470-XXXX-XXXXX FUND: GARBAGE FUNCTION: GARBAGE COLLECTION & DISPOSAL DEPARTMENT: PUBLIC WORKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Public Works Sanitation Div. Mgr.0.50 0.50 0.50 28,200 40,000 29,100 Sanitation Operator 6.50 7.00 6.50 321,600 280,000 281,900 Office Assistant 0.50 0.50 0.50 16,900 16,900 17,700 Merit Pool - 1% of PFP Range 0 0 3,300 Overtime/Comp/199 7,000 7,700 11,400 Seasonal Help 6103 0 0 0 Health Insurance 6306 164,300 163,900 120,500 Retirement 6304 25,400 22,200 22,700 Social Security 6302 28,600 26,000 26,300 Life Insurance 6310 700 900 800 Income Continuation Ins 6312 0 0 800 TOTAL PERSONNEL 7.50 8.00 7.50 592,700 557,600 514,500 PERSONNEL SCHEDULE This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: STREET LIGHTING STREET LIGHTING TRANSPORTATION 223-0460-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,111,866 1,122,890 1,109,700 1,051,700 1,151,700 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 1,057,500 1,081,700 1,100,000 1,100,000 1,110,900 Grants & Aids 0 0 0 0 0 Fees & charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfer In TOTAL REVENUES:1,057,500 1,081,700 1,100,000 1,100,000 1,110,900 Current Net Surplus/Deficit:(54,366) (41,190) (9,700) 48,300 (40,800) Ending Fund Balance:40,599 (591) 3,399 47,709 6,909 1 2 3 4 5 . . . . . . . . . . . . . Improve and maintain infrastructure Improve quality of life assets Strengthen neighborhoods Links to City Strategic Plan: Install lights and upgrades in the senior center parking lot in conjunction with reconstruction Finish LED installation in hotel ramp City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement:The mission of the Street Lighting Division is to support a comprehensive street lighting network of streets in public right-of-way, parking lots, parks and other city owned facilities Budget Variances: Installed street lights in Riverside Parking Lot Phase 2 Significant Accomplishments: Objectives to be Accomplished Next Year: Installed lights along the riverwalk including work on the boatworks enhancement Installed lights in the transportation department parking lot Working on LED retrofit of the hotel ramp Completed LED retrofits in the Marion Rd. and Market Street area in addition to areas on the frontage roads Continue LED retrofits as budgets allow including the frontage roads Continue with lighting on the river walk as budgets allow including the path near the senior center 2012 Actual 2013 Actual 2014 Actual Trend Comment Number of WPS streetlights 4718 4726 4716 Number of City- Owned streetlights n/a 1310 1350 Number of LED streetlights 250 290 # of personnel hours 948 670 586 Contact Information: Jim Collins, Director of Transportation PH; (920) 232-5342, Dan Kussman, Electrical Traffic Division Manager PH: (920) 232-5350 Key Performance Measures Goals & Measures Goal: Maintain a cost-efficient lighting infrastructure to enhance citizen safety and sufficient to meet the City's street lighting standard Goal: Goal: Goal: ACCOUNT:223-0460-XXXX-XXXXX FUND:STREET LIGHTING FUNCTION:STREET LIGHTING DEPARTMENT:TRANSPORTATION 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Contractual Services 6401-00000 Contractual Services 0 0 0 0 0 6418-00000 Repairs to Motor Vehicles 0 0 0 0 0 6466-00000 Misc Contractual Services 217 0 0 0 0 TOTAL CONTRACTUAL SERVICES 217 0 0 0 0 Utilities 6471-00000 Electricity 1,059,384 1,054,090 1,058,000 1,000,000 1,100,000 TOTAL UTILITIES 1,059,384 1,054,090 1,058,000 1,000,000 1,100,000 Materials & Supplies 6517-00000 Supplies 51,266 67,712 50,000 50,000 50,000 6545-00000 Tools & Shop Supplies 364 0 0 0 0 6565-00000 Stone/Gravel/Concrete/Asp 0 491 700 700 700 6589-00000 Other Materials & Supplies 635 597 1,000 1,000 1,000 TOTAL MATERIALS & SUPPLIES 52,265 68,800 51,700 51,700 51,700 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL STREET LIGHTING 1,111,866 1,122,890 1,109,700 1,051,700 1,151,700 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: LIBRARY LIBRARY LIBRARY 239-1060-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 3,354,591 3,375,855 3,425,100 3,456,000 3,501,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 2,302,200 2,370,000 2,482,100 2,482,100 2,657,100 Grants & Aids 904,528 844,472 776,300 776,700 788,700 Fees & Charges 61,900 62,574 67,700 52,100 49,000 Miscellaneous 8,031 13,657 6,500 7,300 7,000 Surplus Applied 0 0 92,500 137,800 0 Transfers 0 0 0 0 0 TOTAL REVENUES:3,276,659 3,290,703 3,425,100 3,456,000 3,501,800 (77,932) (85,152) 0 0 0 Ending Fund Balance:269,826 184,675 100,026 46,875 46,875 1 2 3 4 5 . . . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement:To help people find knowledge resources; provide free access to information; preserve local history; and create a vibrant community gathering place. Budget Variances: Current Net Surplus/Deficit: Links to City Strategic Plan: More than 3,200 people participated in the 2014 summer reading program (2,500 + kids and teens). Significant Accomplishments: Objectives to be Accomplished Next Year: In connection with 'Art of the Brick' at public museum, held a popular LEGO model design contest. Prioritize, pursue and communicate actions in support of new library strategic plan. Started a new adult chess club. In response to popular demand, began selling coffee and tea. Support for writers continued with Nat'l Novel Writing Month (Nov) & 3rd Lakefly Writers Conference. Furthered programming partnerships with 4-K schools, Learning in Retirement and Memory Cafes. Developed new collection of books to support book discussion groups (multiple copies of titles). Update quality of life asset plans -- New Library strategic plan to be completed by end of 2015. Promote and develop funding partnerships -- relationship-building in this area is ongoing. Leverage historic preservation -- Library is a key resource for information on the history of Oshkosh. With support from Winnefox Library System, began text messaging for holds & item due notices. 2012 Actual 2013 Actual 2014 Actual Trend Comment Service population 80,131 80,079 79,771 -0.45% Registered borrowers 36,754 35,472 35,761 -2.70%55% of pop has lib card Active borrowers 23,080 22,818 21,080 -8.67%26% used card in past yr Reference questions answered 197,848 200,125 185,423 -6.28%2.32 questions per capita "Hold" items pulled 71,448 69,695 67,347 -5.74% New items added 18,590 22,501 18,826 1.27%1,569 new items per mo. Collection size (yr-end)284,625 289,741 288,701 1.43%3.62 items per capita Items checked out 1,040,802 989,294 922,754 -11.34%11.57 items per capita E-Books (WPLC)126,767 # items in WI digital lib E-Audiobooks (WPLC)29,103 # items in WI digital lib E-items checked out 22,366 36,531 46,767 109.10%.59 e-Items per capita Public computer uses 70,157 67,804 64,374 -8.24%19 uses per hr lib open Wireless Internet sessions 41,929 75,079 123,085 193.56%36 uses per hr lib open Library visits 401,671 381,237 357,546 -10.99%106 visits per hr lib open Library program attendance 14,412 14,392 12,836 -10.94% Library services "very" or "somewhat important" 90.50% 88.00% 86.60% Compares with 95.7% for City's top-rated 2014 Police Services Library services "excellent" or "good quality" 86.50% 75.00% 74.40% Compares with 75.6% for City's top-rated 2014 Fire Services Goal: Achieve a high level of satisfaction among respondents to city survey. Goal: Create a vibrant community gathering place. Key Performance Measures Goals & Measures Contact Information: Jeff Gilderson-Duwe, Library Director, 106 Washington Avenue, Oshkosh, WI 54901, 920-236-5210, gilderson-duwe@oshkoshpubliclibrary.org Goal: Help people find knowledge resources. Goal: Provide free access to information. ACCOUNT:239-1060-XXXX-XXXXX FUND:LIBRARY FUNCTION:LIBRARY DEPARTMENT:LIBRARY 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 1,775,383 1,824,276 1,820,700 1,817,600 1,888,000 TOTAL DIRECT LABOR 1,775,383 1,824,276 1,820,700 1,817,600 1,888,000 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 619,597 660,909 686,000 698,900 663,300 TOTAL INDIRECT LABOR 619,597 660,909 686,000 698,900 663,300 Contractual Services 6401-00000 Contractual Services 295,345 291,962 292,200 295,000 298,700 6402-00000 Auto Allowance 107 142 300 200 200 6404-00000 Postage & Shipping 3,910 3,432 2,500 4,000 3,500 6410-00000 Advertising/Marketing 1,019 3,556 4,000 3,000 4,500 6411-00000 Promotional Services 3,805 3,380 3,000 3,000 4,000 6418-00000 Repairs to Motor Vehicles 0 204 0 0 0 6424-00000 Maintenance Office Equipment 11,101 13,692 15,200 15,200 15,000 6426-00000 Maint Mach/Equip/Bldg/Struct 90,706 46,245 55,000 68,500 55,000 6432-00000 Equipment Rental 0 0 1,000 1,200 500 6437-00000 Parking Facility Rental 4,608 5,453 4,600 5,200 5,200 6448-00000 Special Services 4,466 4,426 5,100 5,100 5,100 6454-00000 Legal Professional Service 0 0 0 2,000 0 6458-00000 Conference & Training 2,276 5,525 3,200 1,000 3,200 6459-00000 Other Employee Training 0 118 0 0 0 6460-00000 Membership Dues 1,016 872 1,100 1,100 1,100 6466-00000 Misc Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 418,359 379,007 387,200 404,500 396,000 Utilities 6471-00000 Electricity 87,673 84,154 85,000 85,000 85,000 6472-00000 Sewer Service 2,728 2,912 3,000 3,300 3,200 6473-00000 Water Service 3,424 3,658 4,000 4,000 4,000 6474-00000 Gas Service 18,724 26,937 30,000 30,000 30,000 6475-00000 Telephones 4,470 4,364 5,700 5,700 5,700 6476-00000 Storm Water 2,815 3,345 2,400 2,400 2,500 TOTAL UTILITIES 119,834 125,370 130,100 130,400 130,400 Sundry Fixed Charges 6481-00000 Workers Compensation 1,900 1,800 1,800 1,900 1,900 6482-00000 Building & Contents 10,641 12,087 13,600 13,600 11,800 6483-00000 Compreshensive Liability 1,260 1,260 1,100 1,100 1,200 6494-00000 Boiler Insurance 1,200 1,200 1,200 1,200 1,200 6496-00000 Licenses and Permits 1,807 890 1,200 1,200 1,200 TOTAL SUNDRY FIXED CHARGES 16,808 17,237 18,900 19,000 17,300 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Materials & Supplies 6505-00000 Office Supplies 35,293 34,182 30,000 30,000 30,000 6506-00000 Software Supplies 659 521 1,000 1,000 1,000 6509-00000 Computer Supplies 0 206 300 300 300 6514-00000 Gasoline 99 134 100 100 100 6517-00000 Supplies/Repair Parts 7,908 14,625 12,000 12,000 10,000 6527-00000 Janitorial Supplies 3,523 3,114 3,400 3,400 3,500 6529-00000 Chemicals 0 0 1,000 0 1,000 6550-00000 Minor Equipment 10,499 5,716 0 3,400 0 6575-00000 Other Library Materials 342,376 302,240 324,100 324,100 346,400 6576-00000 Promotional Materials 2,772 5,572 7,800 7,800 12,000 6589-00000 Other Materials & Supplies 1,481 2,746 2,500 3,500 2,500 TOTAL MATERIALS & SUPPLIES 404,610 369,056 382,200 385,600 406,800 Debt Service - Gov. 6721-00000 Interest Expense 0 0 0 0 0 TOTAL DEBT SERVICE-GOVERNMENTAL 0 0 0 0 0 Capital Outlay 7202-00000 Office Equipment 0 0 0 0 0 7204-00000 Machinery & Equipment 0 0 0 0 0 7230-00000 Computer Software 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL LIBRARY 3,354,591 3,375,855 3,425,100 3,456,000 3,501,800 Estimated Revenues 974,459 920,703 850,500 836,100 844,700 TOTAL NET LEVY 2,380,132 2,455,152 2,574,600 2,619,900 2,657,100 ACCOUNT: 239-1060-XXXX-XXXXX FUND: LIBRARY FUNCTION: LIBRARY DEPARTMENT: LIBRARY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Library Director 1.00 1.00 1.00 115,800 116,300 118,700 Assistant Library Director 1.00 1.00 1.00 79,900 79,900 81,500 Library Development Manager 1.00 1.00 1.00 63,900 63,900 65,200 Managing Librarian 4.00 4.00 4.00 267,100 268,800 276,900 Librarian 5.60 5.60 5.60 317,800 317,800 327,500 Library Supervisor 2.00 1.75 2.00 95,800 93,300 107,600 Library Assistant II 14.00 14.00 14.00 585,400 612,000 608,000 Library Assistant I 2.40 2.40 2.40 73,000 77,300 80,900 Library Maintenance Engineer 1.00 1.00 1.00 47,000 52,300 55,100 Hourly Emp. & Pages 6.33 6.33 6.33 126,300 116,900 124,400 Custodian I (P.T.)6102 0.50 0.50 0.50 18,600 19,100 20,200 Extra Hours for Existing Employees 13,300 0 12,000 Merit Pool - 1% of PFP Range 16,800 0 10,000 Health Insurance 6306 437,900 441,600 396,600 Retirement 6304 107,800 113,000 112,300 Social Security 6302 135,000 139,000 144,400 Life Insurance 6310 5,300 5,300 5,900 Income Continuation Ins 6312 0 0 4,100 TOTAL PERSONNEL 38.83 38.58 38.83 2,506,700 2,516,500 2,551,300 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: MUSEUM MUSEUM MUSEUM 241-1070-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 999,510 1,146,091 1,086,200 1,070,800 1,119,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 848,600 741,000 863,400 863,400 911,700 Grants & Aids 0 28,250 0 0 0 Fees & Charges 60,375 60,948 60,000 169,000 60,000 Miscellaneous 20,515 19,787 20,000 8,000 9,000 Surplus Applied 0 0 0 0 0 Transfers-Durow 70,230 200,172 142,800 70,900 76,100 Transfers-Others 50,000 63,000 TOTAL REVENUES:999,720 1,050,157 1,086,200 1,161,300 1,119,800 210 (95,934)0 90,500 0 (30,151)(126,085)(24,651)(35,585)(35,585) 1 2 3 4 . . . . . . . . . . . . Complete design development phase for the new exhibit People of the Waters. Ensure the Durow Trust is invested and managed appropriately. Contract for the first phase of the 2012 site plan, which is work on the east grounds. Develop and implement new in-house exhibition process. Hire and train replacement staff. Objectives to be Accomplished Next Year: Worked cooperatively with community partners to develop and launch Historic Tourism pilot project. Collaborated with WI Public Television and the OASC on the production of Developed and successfully funded and implemented new programs and additional hours. Successfully funded and scheduled a major traveling exhibition for 2016. Replaced deteriorated and leaking Steiger Wing roof. Staffing changes due to retirement and resignation. Additional health insurance. Temporary p.t. staff to assist with People of the Waters, covered by private funds. Current Net Surplus/Deficit: Ending Fund Balance: The Oshkosh Public Museum will be a center for the preservation of our culture dedicated to bringing history and heritage to life through quality creative, unrestricted educational experiences. City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: Links to City Strategic Plan: Significant Accomplishments: Worked cooperatively with UW-Oshkosh and UW-Stevens Point on exhibition project. Embrace the history and character of the city. Preserve and promote community historic and cultural assets. Tell the Oshkosh historical story. Develop long-term preservation, maintenance and improvement strategies for the city's natural, cultural, and recreational assets. Attracted 28,000 visitors to The Art of the Brick, exceeding the attendance goal. 2012 Actual 2013 Actual 2014 Actual Trend Comment Photos in database 15,669 16,276 16,772 3D Objects in database 28,925 29,715 30,638 % 3D Objects w/image 36%48%65% Accessioned items 3,784 882 4,558 % all catalogued 47,098 (19%)48,572 (19%)50,001 (20%) Objects conserved 10 3 4 Number paying visitors 7,144 7,389 10,177 Number nonpaying unavailable 1,380 1,785 Number K-12 2,120 1,599 1,402 Social media followers unavailable 1,661 2,447 # visits to Website 32,297 27,496 26,374 7/31/15 @ 32,745 Research requests 1,419 1,437 % visit as positive did not track did not track 100% Staff training $900 $2,000 $1,300 Members 379 400 450 Volunteer hours 2,296 2,455 1,819 Attendance @ Gala 79 100 126 Community Projects 17 22 6 Events supported 529 passes 140 passes 665 passes Many for Library Program Events supported 7 memberships 1 membership 7 memberships Goal: Increase the number of people served by the Museum. Goal: Ensure the highest level of professional services to the public. Goal: Strengthen communication with community and partners. Contact Information:Brad Larson, Museum Director, 920-236-5799 or blarson@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Increase the physical and intellectual control of the collections. ACCOUNT:241-1070-XXXX-XXXXX FUND:MUSEUM FUNCTION:MUSEUM DEPARTMENT:MUSEUM 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 561,107 573,345 532,400 538,800 556,400 6103-xxxxx Temporary Help 0 360 33,900 34,000 45,600 6102-00000 Regular Pay - Part-time 0 0 31,300 32,900 33,800 TOTAL PAYROLL - DIRECT LABOR 561,107 573,705 597,600 605,700 635,800 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 235,095 274,314 288,200 280,100 300,500 TOTAL PAYROLL - INDIRECT LABOR 235,095 274,314 288,200 280,100 300,500 Contractual Services 6401-00000 Contractual Services 5,957 7,032 5,900 7,000 10,000 6402-00000 Auto Allowance 21 0 100 0 0 6404-00000 Postage & Shipping 1,990 3,982 2,000 2,800 2,500 6406-00000 Computer Service Charges 1,130 0 0 600 1,200 6408-00000 Printing & Binding 1,568 218 0 0 0 6410-00000 Advertising/Marketing 29,663 47,235 20,000 20,000 20,000 6418-00000 Repairs to Motor Vehicles 405 152 300 600 300 6420-00000 Repairs to Tools & Equipment 0 71 0 100 0 6424-00000 Maint Office Equipment 0 0 0 0 0 6426-00000 Maint Mach/Equip/Bldg/Struct 11,266 8,073 9,200 9,000 9,200 6427-00000 Maint Computer Software 980 2,910 1,000 1,000 1,200 6432-00000 Equipment Rental 0 450 600 2,900 600 6440-00000 Other Rental 797 14,500 0 300 0 6445-00000 Land Fill Fees 185 17 0 0 0 6448-11228 Special Services 0 4,170 0 800 0 6458-00000 Conference & Training 1,824 1,280 1,200 1,200 3,000 6459-00000 Other Employee Training 0 0 0 0 0 6460-00000 Membership Dues 1,279 2,563 2,000 2,000 2,000 6466-00000 Misc Contractual Services 8,871 22,340 19,000 13,000 9,800 TOTAL CONTRACTUAL SERVICES 65,936 114,993 61,300 61,300 59,800 Utilities 6471-00000 Electricity 32,069 31,941 23,000 27,500 29,000 6472-00000 Sewer Service 536 918 600 600 600 6473-00000 Water Service 914 1,282 800 800 900 6474-00000 Gas Service 20,606 24,527 20,000 12,900 14,000 6475-00000 Telephones 9,141 9,011 9,000 9,000 9,000 6476-00000 Storm Water 1,765 2,074 900 1,100 1,000 TOTAL UTILITIES 65,031 69,753 54,300 51,900 54,500 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.PROP.EST.PROP. Account-Project Fixed Charges 6481-00000 Workers Compensation 1,000 1,000 1,000 1,000 1,000 6482-00000 Buildings & Contents 9,101 10,867 10,800 8,900 11,100 6483-00000 Comprehensive Liability 468 468 500 300 500 6485-00000 Vehicle Insurance 495 468 400 300 400 6494-00000 Boiler Insurance 300 300 300 300 300 6496-00000 Licenses and Permits 290 235 100 100 100 6499-00000 Misc Fixed Charges 0 0 0 0 0 TOTAL FIXED CHARGES 11,654 13,338 13,100 10,900 13,400 Materials & Supplies 6505-00000 Office Supplies 5,017 4,437 3,800 3,800 4,000 6506-00000 Software Supplies 1,919 70 0 0 0 6507-00000 Books & Periodicals 193 1,524 300 300 300 6509-00000 Computer Supplies 178 0 0 0 3,500 6513-00000 Motor Oil (Lubricants)46 72 0 0 0 6514-00000 Gasoline 908 611 500 500 500 6517-00000 Supplies/Repair Parts 1,435 1,344 0 300 0 6527-00000 Janitorial Supplies 1,487 883 1,000 1,300 1,000 6529-00000 Chemicals 0 106 0 0 0 6530-00000 Curatorial/Archival Supplies 1,181 649 500 500 500 6536-00000 Smoke Detectors 0 70 0 0 0 6537-00000 Safety Equipment 53 344 100 100 100 6545-00000 Tools & Shop Supplies 391 1,561 0 1,700 1,500 6550-00000 Minor Equipment 1,977 421 1,500 0 0 6576-00000 Promotional Materials 0 29,491 15,000 15,000 15,000 6586-00000 Concessions 0 0 0 400 400 6588-00000 Gift Shop Inventory 15,514 8,240 14,000 22,000 14,000 6589-00000 Other Materials & Supplies 13,802 30,242 35,000 15,000 15,000 TOTAL MATERIALS & SUPPLIES 44,101 80,065 71,700 60,900 55,800 Debt Service-Gov. 6721-00000 Interest Expense 0 0 0 0 0 TOTAL DEBT-SERVICE GOVERNMENTAL 0 0 0 0 0 Capital Outlay 7214-00000 Buildings 4,310 8,500 0 0 0 7222-00000 Fine Arts 12,276 11,423 0 0 0 TOTAL CAPITAL OUTLAY 16,586 19,923 0 0 0 TOTAL MUSEUM 999,510 1,146,091 1,086,200 1,070,800 1,119,800 Estimated Revenues 151,120 309,157 222,800 297,900 208,100 NET LEVY 848,390 836,934 863,400 772,900 911,700 ACCOUNT: 241-1070-XXXX-XXXXX FUND: MUSEUM FUNCTION: MUSEUM DEPARTMENT: MUSEUM Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Director of Museum 1 1 1 95,400 95,300 95,500 Administrative Assistant 1 1 1 43,500 43,700 45,800 Exhibit Technician 1 1 1 37,600 49,500 42,700 Building Maintenance Custodian 1 1 1 37,900 31,600 34,000 Graphic Artist 1 1 1 47,000 47,000 49,300 Curator 2 2 2 106,200 106,400 111,400 Museum Marketing/Membership Coord 1 1 1 48,300 48,500 50,900 Registrar 1 1 1 54,800 54,900 57,500 Archivist 1 1 1 53,500 53,700 56,100 Custodian (P.T.)6102 0.53 0.53 0.53 13,000 13,900 14,200 Research Asst. & Visitor Srvcs (P.T.)6102 0.61 0.61 0.61 13,000 14,300 14,600 Gift Shop Clerk (P.T.)6102 0.29 0.29 0.29 5,300 4,700 5,000 Temporary Help 33,900 34,000 45,600 Overtime/Comp/199 8,200 8,200 8,200 Merit Pool - 1% of PFP Range 0 0 5,000 Health Insurance 6306 199,500 191,000 207,300 Retirement 6304 39,700 39,300 40,700 Social Security 6302 47,100 47,100 48,600 Life Insurance 6310 1,900 2,700 2,400 Income Continuation Insurance 6312 0 0 1,500 PERSONNEL SCHEDULE Income Continuation Insurance 6312 0 0 1,500 TOTAL PERSONNEL 11.43 11.43 11.43 885,800 885,800 936,300 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: GRAND OPERA HOUSE GRAND OPERA HOUSE GRAND OPERA HOUSE 501-1020-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 81,084 76,341 72,300 27,400 22,700 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Tax Levy #4102 66,200 73,000 73,000 73,000 22,700 Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 7,698 10,012 10,000 26,400 26,200 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:73,898 83,012 83,000 99,400 48,900 (7,186)6,671 10,700 72,000 26,200 (16,945)(10,274)(145)61,726 87,926 1 2 3 . . . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Total FM hours:N/A N/A 42.25 N/A New measure Custodial hours:N/A N/A 0 N/A N/A Modification hours:N/A N/A 0 N/A N/A Work order hours:N/A N/A 2.5 (6%)N/A New measure Grounds/Prev Maint hrs:N/A N/A 11.75 (28%)N/A New measure Other task hours:N/A N/A 28 (66%)N/A New measure Contact Information:Jon G. Urben, General Services Manager (920) 236-5100, jurben@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Coordinate oversight of Grand Opera House building, grounds and facilities needs. Significant Accomplishments: Objectives to be Accomplished Next Year: Continue coordination of Grand carpet replacement project. Coordinate assessment of Grand stage floor for future repair/replacement planning. Coordinate assessment of Grand exterior building issues for future repair/replacement planning. Coordinated replacement of Grand main hall HVAC roof top unit. City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: Current Net Surplus/Deficit: Ending Fund Balance: Continue facility improvement measures/projects for the Grand. This budget allows Facilities Maintenance to coordinate oversight of the Grand Opera House building, grounds and facilities needs. Links to City Strategic Plan: Coordinated assessment of Grand emergency generator for future replacement planning. Continued facility improvement measures/projects for the Grand. Began coordination of Grand carpet replacement project. III. Improve and Maintain our Infrastructure, III. C.- Improve our City Buildings III. Improve and Maintain our Infrastructure, III. D.- Manage our City Equipment ACCOUNT:501-1020-XXXX-XXXXX FUND:GRAND OPERA HOUSE FUNCTION:GRAND OPERA HOUSE DEPARTMENT:GRAND OPERA HOUSE 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Contractual Services 6401-00000 Contractual Services 6,818 8,120 5,800 10,800 5,800 6426-00000 Maint Mach/Equip/Bldg/Structure 4,466 9,666 8,200 8,200 8,200 6446-00000 Contractual Employment 0 0 0 0 0 6459-00000 Other Employee Training 0 0 0 0 0 6466-00000 Misc Contractual Services 62,125 49,700 49,900 0 0 TOTAL CONTRACTUAL SERVICES 73,409 67,486 63,900 19,000 14,000 Fixed Charges 6482-00000 Building & Contents 3,525 3,990 3,800 3,800 3,900 6483-00000 Comprehensive Liability 3,132 3,144 3,200 3,200 3,400 6494-00000 Boiler Insurance 300 300 300 300 300 6496-00000 Licenses & Permits 0 0 0 0 0 TOTAL FIXED CHARGES 6,957 7,434 7,300 7,300 7,600 Materials & Supplies 6517-00000 Supplies/Repair Parts 372 284 500 500 500 6589-00000 Other Materials & Supplies 346 1,137 600 600 600 TOTAL MATERIALS & SUPPLIES 718 1,421 1,100 1,100 1,100 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 7206-00000 Capital Construction 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL GRAND OPERA HOUSE 81,084 76,341 72,300 27,400 22,700 FUND:FUNCTION:DEPARTMENT:ACCOUNT: CONVENTION CENTER CONVENTION CENTER CONVENTION CENTER 503-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,309,868 1,414,613 1,365,077 1,534,600 1,604,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 1,393,597 1,536,735 1,500,600 1,620,500 1,664,600 Miscellaneous 28,535 92,599 42,500 48,600 48,600 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:1,422,132 1,629,334 1,543,100 1,669,100 1,713,200 112,264 214,721 178,023 134,500 108,700 (62,272)(76,762)(79,842)(79,842)(71,507) Cumulative Debt Carried Forward 771,675 694,913 615,071 615,071 543,564 1 2 3 4 5 . . . . . Coordinated Oshkosh Convention Center (OCC) Interior Design Master Plan.Significant Accomplishments City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: Coordinated walk-in cooler/refridgerator addition within OCC kitchen. Continued facility improvement measures/projects within the OCC. Conducted assessment of OCC emergency generator for future replacement planning. Links to City Strategic Plan: Current Net Surplus/Deficit: Current Net Surplus/Deficit: This fund is used to collect and distribute the Hotel/Motel Tax. In addition, this fund allows Facilities Maintenance to coordinate oversight of the Oshkosh Convention Center building, grounds, and facilities needs. III. Improve and Maintain our Infrastructure, III. C.- Improve our City Buildings III. Improve and Maintain our Infrastructure, III. D.- Manage our City Equipment IV. Improve our Quality of Life Assets, IV. B.- Update Existing Quality of Life Asset Plans Annual Debt Carried Forward . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Total FM hours:N/A N/A 216.25 N/A New measure Custodial hours:N/A N/A 7.5 (3.5%)N/A New measure Modifications hours:N/A N/A 14.5 (6.5%)N/A New measure Work order hours:N/A N/A 87.5 (41%)N/A New measure Grounds/Prev Maint hrs:N/A N/A 32.75 (15%)N/A New measure Other task hours:N/A N/A 74 (34%)N/A New measure Contact Information:Jon G. Urben, General Services Manager, (920) 236-5100, jurben@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Coordinate oversight of Convention Center building, grounds and facilities needs. Objectives to be Accomplished Next Year: Coordinate OCC kitchen equipment/systems assessment for future replacement planning. Coordinate OCC A/V equipment/systems assessment for future replacement planning. Continue facility improvement measures/projects within the OCC. ACCOUNT: 503-1040-XXXX-XXXXX FUND: CONVENTION CENTER FUNCTION: CONVENTION CENTER DEPARTMENT: CONVENTION CENTER 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 0 0 0 11,900 52,700 TOTAL DIRECT LABOR 0 0 0 11,900 52,700 Payroll - Indirect Labor 6300-00000 Payroll - Indirect Labor 0 0 0 7,600 31,400 TOTAL INDIRECT LABOR 0 0 0 7,600 31,400 Contractual Services 6401-00000 Contractual Services 16,637 7,905 31,500 16,600 2,000 6404-00000 Postage & Shipping 0 0 0 0 0 6426-00000 Maint Mach/Equip/Bldg/Struct 29,652 38,202 14,800 56,000 44,300 6427-00000 Maintenance Computers 0 113 0 0 0 6446-00000 Contractual Employment 40,000 40,000 40,000 40,000 40,000 6466-00000 Misc Contractual Services 765,440 859,083 844,800 926,900 998,800 6468-00000 Hotel Tax - Grand 148,588 167,535 165,000 154,300 183,500 6469-00000 Uncollectible Account 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 1,000,317 1,112,838 1,096,100 1,193,800 1,268,600 Utilities 6471-00000 Electricity 10,961 0 0 0 0 6472-00000 Sewer Service 160 30 0 0 0 6473-00000 Water Service 191 33 0 0 0 6475-00000 Telephones 2,963 2,545 3,300 3,300 3,300 6476-00000 Storm Water 9,860 9,915 12,000 12,000 13,000 6479-00000 Other Utilities 50,000 35,000 20,000 20,000 0 TOTAL UTILITIES 74,135 47,523 35,300 35,300 16,300 Fixed Charges 6482-00000 Building & Contents 5,875 4,655 5,000 5,000 5,200 6483-00000 Comprehensive Liability 5,508 3,864 3,900 3,900 4,400 6494-00000 Boiler Insurance 300 300 300 300 300 6496-00000 Licenses and Permits 120 370 200 200 200 TOTAL FIXED CHARGES 11,803 9,189 9,400 9,400 10,100 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Materials & Supplies 6505-00000 Office Supplies 0 0 0 0 0 6513-00000 Motor Oil (Lubricants) 0 5 0 0 0 6517-00000 Supplies/Repair Parts 4,972 1,391 3,000 2,000 2,000 6536-00000 Smoke Detectors 319 0 0 0 0 6537-00000 Safety Equipment 0 0 0 0 0 6545-00000 Tools & Shop Supplies 0 58 0 0 0 6550-00000 Minor Equipment 622 0 0 0 0 6565-00000 Stone/Gravel/Concrete/Asphalt 0 7 0 0 0 6589-00000 Other Materials & Supplies 1,253 19,945 1,000 2,000 2,000 TOTAL MATERIALS & SUPPLIES 7,166 21,406 4,000 4,000 4,000 Debt Service-Governmental 6725-00000 Bond Discount & Cost 0 0 0 0 0 6730-00000 Bond Service Fees 0 0 0 0 0 TOTAL DEBT SERVICE-GOVERNMENTAL 0 0 0 0 0 Capital Outlay 1786-00000 Machinery and Equipment 0 0 0 52,300 0 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 52,300 0 Debt Service Payment 216,447 223,657 220,277 220,300 221,400 TOTAL CONVENTION CENTER 1,309,868 1,414,613 1,365,077 1,534,600 1,604,500 ACCOUNT: 503-1040-XXXX-XXXXX FUND: CONVENTION CENTER FUNCTION: CONVENTION CENTER DEPARTMENT: CONVENTION CENTER Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Special Event Coordinator 1 0 1 0 11,900 52,700 Overtime/Comp/199 0 0 0 Health Insurance 6306 0 5,800 23,700 Retirement 6304 0 800 3,500 Social Security 6302 0 900 4,000 Life Insurance 6310 0 100 100 Income Continuation 6312 0 0 100 TOTAL PERSONNEL 1 0 1 0 19,500 84,100 PERSONNEL SCHEDULE Year Debt Payment (Principal & Interest) Amount of Hotel/Motel Tax Revenue Estimated to be Available for Debt Payment ** Annual Balance of Debt to be Repaid through Future Hotel/Motel Tax Revenue Cumulative Balance 2009 $424,337 $210,120 $214,216 $214,216 2010 $568,098 $229,634 $338,464 $552,680 2011 $545,367 $237,000 $308,367 $861,047 2012 $219,484 $246,584 $0 $833,947 2013 $216,447 $278,719 $0 $771,675 2014 $223,658 $300,420 $0 $694,913 2015 $220,278 $300,120 $0 $615,071 2016 $221,415 $292,922 $0 $543,564 2017 $221,635 $292,922 $0 $472,277 2018 $226,238 $292,922 $0 $405,593 2019 $224,945 $292,922 $0 $337,616 2020 $217,770 $292,922 $0 $262,464 2021 $262,464 $0 $0 2022 $0 $0 $0 2023 $0 $0 $0 2024 $0 $0 Total Debt Payments *$3,529,672 *Amount of Debt Outstanding after 12/31/15 = $1,112,003 ** Estimate of Funds Available Through Future Hotel/Motel Tax (20% of the Tax) Oshkosh Convention Center Debt Analysis 9/30/2015 FUND:FUNCTION:DEPARTMENT:ACCOUNT: PARKING RAMP FUND CONVENTION CENTER CONVENTION CENTER 506-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 61,416 34,038 98,400 37,000 96,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 0 61,344 56,000 65,236 104,000 Miscellaneous 112,662 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:112,662 61,344 56,000 65,236 104,000 51,246 27,306 (42,400)28,236 7,500 51,246 78,552 29,946 106,788 114,288 1 2 3 . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Contact Information:Jon G. Urben, General Services Manager (920) 236-5100, jurben@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Objectives to be Accomplished Next Year: In consult with Transit revisit any scheduled ramp repairs/maintenance and address if necessary. Significant Accomplishments: Links to City Strategic Plan:III. Improve and Maintain our Infrastructure, III. C.- Improve our City Buildings Coordinated assessment of ramp elevator for future replacement planning. III. Improve and Maintain our Infrastructure, III. D.- Manage our City Equipment Coordinated update and review of ramp repairs/maintenance schedule with Transit. City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: 72xx - Repairs not needed this in 2015 (re: Walker Study), repairs to be re-evaluated in 2016. $2.00 Parking fee charged per night of occupancy will increase $3.00 Mission Statement: Ending Fund Balance: This budget is used to collect parking ramp fees to offset ramp utility costs, repairs, equipment replacement and major maintenance. Facilities Maintenance coordinates oversight of this budget. Current Net Surplus/Deficit: ACCOUNT: 506-1040-XXXX-XXXXX FUND: PARKING RAMP FUNCTION: CONVENTION CENTER DEPARTMENT: CONVENTION CENTER 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPRO. EST. PROP. Account-Project Contractual Services 6401-00000 Contractual Services 0 0 3,200 700 700 6426-00000 Maint Mach/Equip/Bldg/Struct 61,416 17,879 0 2,500 10,000 6466-00000 Misc Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 61,416 17,879 3,200 3,200 10,700 Utilities 6471-00000 Electricity 0 12,046 10,000 10,000 10,400 6472-00000 Sewer Service 0 131 100 100 100 6473-00000 Water Service 0 164 100 100 100 6475-00000 Telephones 0 117 200 200 200 6476-00000 Storm Water 0 0 400 400 500 TOTAL UTILITIES 0 12,458 10,800 10,800 11,300 Fixed Charges 6482-00000 Building & Contents 0 1,995 1,200 1,200 1,300 6483-00000 Comprehensive Liability Ins 0 1,656 1,700 1,700 1,700 6494-00000 Boiler Insurance 0 0 0 0 0 6496-00000 Licenses and Permits 0 50 0 0 0 TOTAL FIXED CHARGES 0 3,701 2,900 2,900 3,000 Materials & Supplies 6517-00000 Supplies/Repair Parts 0 0 0 100 0 6550-00000 Minor Equipment 0 0 0 0 0 6565-00000 Stone/Gravel/Concrete/Asphalt 0 0 0 0 0 6589-00000 Other Materials & Supplies 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 0 0 0 100 0 Debt Service-Governmental 6725-00000 Bond Discount & Cost 0 0 0 0 0 6730-00000 Bond Service Fees 0 0 0 0 0 TOTAL DEBT SERVICE-GOVERNMENTAL 0 0 0 0 0 Capital Outlay 7204-00000 Machinery and Equipment 0 0 30,000 20,000 20,000 7214-00000 Buildings 0 0 51,500 0 51,500 TOTAL CAPITAL OUTLAY 0 0 81,500 20,000 71,500 Debt Service Payment 0 0 0 0 0 TOTAL CONVENTION CENTER PARKING RAMP 61,416 34,038 98,400 37,000 96,500 Dept:Convention Center- Parking Ramp TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:71,500$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Ramp Repairs & Maintenance $71,500 2 $0 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: SENIOR SERVICES SENIOR SERVICES PARKS 231-0760-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 513,309 529,895 552,300 517,800 579,700 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 291,800 281,800 281,200 281,200 276,400 Grants & Aids 52,000 71,963 53,000 45,100 43,600 Fees & Charges 58,000 27,077 62,000 65,300 86,200 Miscellaneous 111,334 125,815 120,000 118,500 132,200 Surplus Applied 0 0 29,300 7,000 0 Transfer In 0 0 5,000 0 34,500 TOTAL REVENUES:513,134 506,655 550,500 517,100 572,900 (175)(23,240)(1,800)(700)(6,800) 121,980 98,740 61,980 91,040 84,240 1 2 3 4 5 . . . . . . . . . . . . . Clean pole shed $12,000, replace outside building signs $4,000, wall paper removal and painting of the greatroom $2,500 all from 307. $16,000 carried over for the sidewalk and patio project. New programs - Senior Connects, Coffeehouse Music Night, Stay Smart, Powerful Tools for Caregivers Evaluated architectural designs for North Building renovation Achieved 5 Year Reaccreditation with the Wisconsin Association of Senior Centers Foster additional collaborations and sponsorships; continue to work on rebranding Oversight of Fisk Gallup distributions; Creation of Facebook and FOSC website Realization of new fundraising dollars - Murder Mystery Dinner brought in $5,000 the first year Advisory Board of Directors Strategic Planning and addition of new board members Committee on Aging moving forward on "Senior Friendly Communities" efforts Determine Phase 1 of North building renovation; develop Internet Café's in both buildings Create an e-newsletter Expand programs geared towards "evidence based programming" and individuals ages 50-65 Expand fitness offerings by partnering with local fitness facilities City of Oshkosh, 2016 Proposed Budget and Performance Report Mission Statement: Budget Variances: Current Net Surplus/Deficit: Ending Fund Balance: To enrich the quality of life for adults fifty and over. Significant Accomplishments: Objectives to be Accomplished Next Year: Engage and Educate Citizens about the Oshkosh Seniors Center. Promote and Develop Public/Private Partnerships. Develop an Effective, High Performing Center by establishing performance measures. Improve Quality of Life Assets through cutting edge programs and services for older adults. Improve Our City Buildings through the complete renovation of the north building. Links to City Strategic Plan: 2012 Actual 2013 Actual 2014 Actual Trend Comment # New Participants 594 Static # Active Participants 3,012 3,236 4,281 Increasing # Participant Visits 55,511 57,999 56,284 Static Not checking in # Partner Visits 21,737 21,057 13,194 Decreasing Meal site #s decreasing Avg. # Daily Programs 18 20 21 Increasing Very busy place # Seniors Learning to Connect to On-line Resources 100 Increasing Senior Connects - New # New Programs/Activities 12 23 22 Increasing Aggressive # Specialty Programs 11 23 42 Increasing Creative # Community Partners 255 328 Increasing Very connected #s of Volunteers 326 364 Increasing #s of Vol Hours 27,200 28,600 24,238 Decreasing Reporting issues Value of Vol Hours $495,000 $520,200 $440,800 Decreasing Reporting issues Total # of Fundraisers 8 8 9 Increasing Dollars raised 30,000 $33,000 $52,000 Increasing # Friends Supporters 810 918 969 Increasing Total # of Rentals 262 28 27 Increasing Gradual Contact Information:Senior Services Manager - Mark Ziemer - mziemer@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Increase the number of people served by the Seniors Center Goal: Expand programming to meet the needs of the senior population. Goal: Enhance the Volunteer program at the Center. Goal: Increase number of outside funding sources. ACCOUNT:231-0760-XXXX-XXXXX FUND:SENIOR SERVICES FUNCTION:SENIOR SERVICES DEPARTMENT:PARKS 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 302,926 295,455 302,800 287,500 326,000 6103-00000 Regular Pay - Temp Employee 10,350 11,655 0 0 0 TOTAL PAYROLL - DIRECT LABOR 313,276 307,110 302,800 287,500 326,000 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 116,904 135,515 149,700 127,900 122,500 TOTAL PAYROLL - INDIRECT LABOR 116,904 135,515 149,700 127,900 122,500 Contractual Services 6401-00000 Contractual Services 6,997 12,187 18,000 18,000 18,000 6402-00000 Auto Allowance 1,080 1,173 1,100 1,100 1,100 6404-00000 Postage & Shipping 3,217 3,512 2,600 1,700 1,700 6408-00000 Printing & Binding 1,690 71 0 0 0 6418-00000 Repairs to Motor Vehicles 215 31 0 0 0 6426-00000 Maint Mach/Equip/Bldg/Struct 34 215 5,100 6,600 16,000 6427-00000 Maint Computer Software 0 0 700 800 800 6432-00000 Equipment Rental 2,424 2,645 2,200 2,200 2,200 6445-00000 Land Fill Fees 0 253 100 0 0 6458-00000 Conference & Training 1,564 1,776 3,500 3,500 3,500 6459-00000 Other Employee Training 384 150 400 400 400 6460-00000 Membership Dues 365 315 400 800 800 TOTAL CONTRACTUAL SERVICES 17,970 22,328 34,100 35,100 44,500 Utilities 6471-00000 Electricity 31,788 27,291 30,700 30,000 31,200 6472-00000 Sewer Service 1,052 1,166 1,400 1,400 1,600 6473-00000 Water Service 1,853 1,967 1,800 1,900 2,200 6474-00000 Gas Service 9,989 12,687 12,000 12,000 12,000 6475-00000 Telephones 2,469 2,507 2,500 2,500 2,500 6476-00000 Storm Water 5,767 6,956 5,800 7,400 8,200 TOTAL UTILITIES 52,918 52,574 54,200 55,200 57,700 Fixed Charges 6481-00000 Workers Compensation 3,800 3,600 3,900 3,900 3,900 6482-00000 Building & Contents 2,350 2,660 2,500 2,100 2,600 6483-00000 Comprehensive Liability 636 648 600 600 700 6485-00000 Vehicle Insurance 327 373 0 100 0 6494-00000 Boiler Insurance 300 300 300 300 300 TOTAL FIXED CHARGES 7,413 7,581 7,300 7,000 7,500 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Materials & Supplies 6505-00000 Office Supplies 2,861 2,729 2,800 3,000 3,500 6507-00000 Books & Periodicals 0 0 0 100 0 6513-00000 Motor Oil (Lubricants)0 15 0 0 0 6514-00000 Gasoline 111 0 0 0 0 6517-00000 Supplies/ Repair Parts 133 129 200 200 200 6527-00000 Janitorial Supplies 185 191 200 200 200 6537-00000 Safety Equipment 169 0 0 0 0 6545-00000 Tools & Shop Supplies 17 7 0 100 100 6557-00000 Medical Supplies 60 0 0 0 0 6565-00000 Stone/Gravel/Concrete/Asphalt 0 0 0 0 0 6589-00000 Other Materials & Supplies 1,292 603 1,000 1,500 1,500 TOTAL MATERIAL & SUPPLIES 4,828 3,674 4,200 5,100 5,500 Capital Outlay 7202-00000 Office Equipment Purchase 0 1,113 0 0 0 7204-00000 Machinery & Equipment 0 0 0 0 0 7216-00000 Land Improvements 0 0 0 0 16,000 TOTAL CAPITAL OUTLAY 0 1,113 0 0 16,000 TOTAL SENIOR SERVICES 513,309 529,895 552,300 517,800 579,700 ACCOUNT: 231-0760-XXXX-XXXXX FUND: SENIOR SERVICES FUNCTION: SENIOR SERVICES DEPARTMENT: PARKS Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Senior Services Manager 1.00 1.00 1.00 70,200 70,800 72,200 Program Coordinator 1.00 1.00 1.00 49,200 39,600 47,800 Lead Office Coordinator 1.00 1.00 1.00 47,900 47,900 48,800 Secretary 1.00 1.00 1.00 34,300 34,300 34,900 Activities Coordinator 1.00 1.00 1.00 34,300 25,800 33,100 Overtime/Comp/199 1,000 0 0 Marketing/Fund Devel Coord (P.T.)6102 0.53 0.53 0.53 17,800 18,300 18,600 Fitness Coordinator (P.T.)6102 0.53 0.53 0.53 14,600 14,900 15,500 Receptionists (P.T.)6102 1.06 1.06 1.59 20,800 23,200 31,700 Building Attendant 6102 0.00 0.00 0.27 0 0 5,200 Volunteer Coordinator (P.T.)6102 0.53 0.53 0.53 12,700 12,700 12,700 Merit Pool - 1% of PFP Range 0 0 5,500 Health Insurance 6306 109,800 89,300 79,000 Retirement 6304 16,100 16,000 17,300 Social Security 6302 23,200 21,900 24,900 Life Insurance 6310 600 700 700 Income Continuation Insurance 6312 0 0 600 TOTAL PERSONNEL 7.65 7.65 8.45 452,500 415,400 448,500 PERSONNEL SCHEDULE Dept:Senior Services - Parks TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:16,000$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Perimeter sidewalk and patio New 1 $16,000 $16,000 2 $0 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: RIVERSIDE CEMETERY RIVERSIDE CEMETERY PARKS & OTHER FACILITIES 247-0650-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 347,693 396,466 379,800 394,800 393,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 274,800 261,100 282,600 282,600 296,400 Grants & Aids 0 0 0 0 0 Fees & Charges 66,978 59,200 70,000 60,000 60,000 Miscellaneous 31,817 46,330 30,000 40,000 40,000 Surplus Applied Transfers 0 0 0 45,000 45,000 TOTAL REVENUES:373,595 366,630 382,600 427,600 441,400 25,902 (29,836)2,800 32,800 48,200 (2,803)(32,639)(7,203)161 48,361 1 2 3 . . . . . . . . . Objectives to be Accomplished Next Year: Develop a plan for restoration of site buildings and grounds. Design and develop a cemetery web page and marketing materials. Repair roof on chapel/office area Hired and trained a new office assistant. City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City's open space, water, historical and natural resources, and provide a park and a recreation program that is designed to enhance the City's quality of life. Current Net Surplus/Deficit: Ending Fund Balance: Made upgrades to grounds to facilitate ease of maintenance. Started an inventory of tree assets on cemetery property. Fully enabled new Cemetery Information Management software program. Links to City Strategic Plan: Significant Accomplishments: Improve and maintain our infrastructure Improve our quality of life assets 2012 Actual 2013 Actual 2014 Actual Trend Comment Lot Sales 51 55 40 down less preplanning Number of Full Burials 28 30 34 up Number of Cremations 32 40 34 down Total Burials 60 70 68 steady Contact Information:Bill Sturm, Landscape Operations Division Manager, bsturm@ci.oshkosh.wi.us Goals & Measures Goal: Increase marketing efforts to increase sales Goal: Goal: Goal: Key Performance Measures ACCOUNT:247-0650-XXXX-XXXXX FUND:RIVERSIDE CEMETERY FUNCTION:RIVERSIDE CEMETERY DEPARTMENT:PARKS & OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 167,397 180,387 178,500 192,100 189,300 6103-00000 Regular Pay - Temp Employee 31,790 32,477 28,400 28,400 28,400 TOTAL PAYROLL - DIRECT LABOR 199,187 212,864 206,900 220,500 217,700 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 85,006 100,633 99,500 103,700 93,900 TOTAL PAYROLL - INDIRECT LABOR 85,006 100,633 99,500 103,700 93,900 Contractual Services 6401-00000 Contractual Services 166 103 100 100 100 6404-00000 Postage & Shipping 46 54 100 100 100 6418-00000 Repairs to Motor Vehicles 1,885 699 3,000 2,500 3,000 6419-00000 Repairs to Tires 18 170 300 200 300 6420-00000 Repairs to Tools & Equipment 0 0 100 100 100 6424-00000 Maintenance Office Equipment 153 176 200 200 200 6426-00000 Maint Mach/Equip/Bldg/Struct 1,296 3,392 3,000 2,500 3,000 6427-00000 Maint Computer Software 0 450 0 0 0 6432-00000 Equipment Rental 46 0 0 0 0 6440-00000 Other Rental 116 85 100 200 200 6445-00000 Land Fill Fees 29 29 100 100 100 6446-00000 Contractual Employment 0 0 0 0 0 6460-00000 Membership Dues 100 100 100 0 0 6466-00000 Misc Contractual Services 26 0 0 0 0 TOTAL CONTRACTUAL SERVICES 3,881 5,258 7,100 6,000 7,100 Utilities 6471-00000 Electricity 2,470 2,446 2,700 2,700 2,800 6472-00000 Sewer Service 214 242 300 300 300 6473-00000 Water Service 264 296 600 500 600 6474-00000 Gas Service 5,614 6,477 6,100 6,000 6,100 6475-00000 Telephones 340 290 500 500 500 6476-00000 Storm Water 20,336 23,926 22,000 22,000 24,500 TOTAL UTILITIES 29,238 33,677 32,200 32,000 34,800 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Fixed Charges 6481-00000 Workers Compensation 3,200 3,000 3,100 3,200 3,200 6482-00000 Building & Contents 1,318 1,474 1,400 1,400 1,500 6483-00000 Comprehensive Liability 1,248 1,260 1,100 1,100 1,200 6485-00000 Vehicle Insurance 1,587 1,512 2,400 2,000 1,800 6494-00000 Boiler Insurance 300 300 300 300 300 6496-00000 Licenses & Permits 0 74 100 100 100 6499-00000 Misc Fixed Charges 0 0 0 0 0 TOTAL FIXED CHARGES 7,653 7,620 8,400 8,100 8,100 Materials & Supplies 6503-00000 Clothing 82 149 100 200 200 6505-00000 Office Supplies 239 14 0 600 400 6507-00000 Books & Periodicals 409 603 0 0 0 6511-00000 Diesel Fuel 3,281 5,043 4,000 3,200 4,000 6513-00000 Motor Oil (Lubricants)24 491 500 400 500 6514-00000 Gasoline 3,313 9,536 6,000 5,000 6,000 6517-00000 Supplies/Repair Parts 8,020 10,322 5,000 5,700 5,000 6518-00000 Other Fuel/Propane 524 447 500 200 200 6519-00000 Tires, Tubes & Rims 1,259 2,421 2,000 1,500 2,000 6527-00000 Janitorial Supplies 208 298 200 200 200 6537-00000 Safety Equipment 1,185 641 800 500 500 6545-00000 Tools & Shop Supplies 981 959 1,000 1,000 1,000 6550-00000 Minor Equipment 524 1,148 1,500 1,500 1,500 6565-00000 Stone/GravelConcrete/Asphalt 0 21 100 0 100 6589-00000 Other Materials & Supplies 2,679 4,321 4,000 4,500 4,000 TOTAL MATERIAL & SUPPLIES 22,728 36,414 25,700 24,500 25,600 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 6,000 7216-00000 Land Improvements 0 0 0 0 0 7230-00000 Computer Software 0 0 0 0 0 7470-00000 Transfer Out 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 6,000 TOTAL RIVERSIDE CEMETERY 347,693 396,466 379,800 394,800 393,200 ACCOUNT: 247-0650-XXXX-XXXXX FUND: RIVERSIDE CEMETERY FUNCTION: RIVERSIDE CEMETERY DEPARTMENT: PARKS & OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Landscape Operations Mgr 1.00 1.00 1.00 71,000 72,000 73,400 Lead Cemetery Worker 1.00 1.00 1.00 52,100 53,200 54,200 Parks Trades Technician 1.00 1.00 1.00 37,000 37,200 38,900 PT Secretary 6102 0.64 0.64 0.64 15,800 24,700 18,800 Overtime/Comp/199 6102 2,600 2,000 2,000 Merit Pool - 1% of PFP Range 0 3,000 2,000 Seasonal Help 6103 28,400 28,400 28,400 Health Insurance 6306 70,900 73,500 63,400 Retirement 6304 12,200 12,600 12,600 Social Security 6302 15,900 16,900 16,700 Life Insurance 6310 500 700 700 Income Continuation Ins 6312 0 0 500 TOTAL PERSONNEL 3.64 3.64 3.64 306,400 324,200 311,600 PERSONNEL SCHEDULE Dept:Riverside Cemetery - Fund 247 TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:6,000$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Mower Trailer New 1 $6,000 $6,000 2 $0 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: PARKS REVENUE FACILITIES PARKS REVENUE FACILITIES PARKS REVENUE FACILITIES 255-0610-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 216,797 247,851 240,600 227,000 263,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 192,598 237,364 225,000 233,000 235,000 Miscellaneous 86,244 15,823 75,000 145,000 75,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:278,842 253,187 300,000 378,000 310,000 62,045 5,336 59,400 151,000 46,100 249,297 254,633 369,297 405,633 451,733 1 2 3 4 5 . . . . . . . . . . . . . Objectives to be Accomplished Next Year: Implement recommendations from zoo master plan Investigate necessary major repairs needed to carousel Investigate automatic pay stations for boat launch sites Design eagle exhibit Construct prairie dog exhibit City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: Current Net Surplus/Deficit: Links to City Strategic Plan: Significant Accomplishments: Purchased new laptop for boat rangers Promote and develop public/private partnerships Strengthen our neighborhoods Ending Fund Balance: $5,000 to design eagle exhibit and $10,000 to construct prairie dog exhibit The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City's open space, water, historical and natural resources, and provide a park and recreation program that is designed to enhance the City's quality of life. Improve our quality of life assets New kayak/canoe storage area constructed at amusement rides area Offered 1st annual mascot day Replaced 300' of amusement train track Restored Fugleberg, 24th Street and Mill Street boat docks Renovated 24th Street restroom facility New wraps on buoys for river system 2012 Actual 2013 Actual 2014 Actual Trend Comment Donations received $86,244 $15,823 down Harenburg donation made after 1/1/15 zoo attendance 90,818 100,217 up Boat launch revenue $56,778 $86,150 up fee increases in 2014 Annual amusement rides 39,243 38,226 steady Egg-citing day attendance 891 337 down weather dependent Snooze at the zoo 152 144 down Zooloween Boo 3,108 3,113 steady Contact Information: Ray Maurer, Director of Parks, rmaurer@ci.oshkosh.wi.us, Jennifer McCollian, Revenue Facilities Manager, jmccollian@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Maintain and develop public/private partnerships Goal: Provide park and recreation facilities to enhance the city's quality of life Goal: Goal: ACCOUNT:255-0610-XXXX-XXXXX FUND:PARKS REVENUE FACILITIES FUNCTION:PARKS REVENUE FACILITIES DEPARTMENT:PARKS AND OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 21,185 26,721 23,200 23,300 24,300 6103-00000 Regular Pay - Temp Employee 54,270 53,988 53,000 53,000 54,100 TOTAL PAYROLL - DIRECT LABOR 75,455 80,709 76,200 76,300 78,400 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 8,597 9,060 7,500 7,600 7,800 TOTAL PAYROLL - INDIRECT LABOR 8,597 9,060 7,500 7,600 7,800 Contractual Services 6401-00000 Contractual Services 9,891 50,667 50,000 27,000 55,000 6404-00000 Postage & Shipping 66 579 100 600 600 6408-00000 Printing & Binding 628 8,002 500 4,500 500 6410-00000 Advertising/Marketing 1,925 2,355 2,000 2,100 2,000 6418-00000 Repairs to Motor Vehicles 500 0 0 2,000 0 6420-00000 Repairs to Tools & Equipment 0 0 0 600 0 6424-00000 Maint Office Equipment 153 177 200 200 200 6426-00000 Maint Mach/Equip/Bldg/Structures 1,163 2,105 1,000 1,000 1,000 6440-00000 Other Rental 2,349 2,599 1,000 2,500 2,500 6445-00000 Land Fill Fees 336 0 0 0 0 6458-00000 Conference and Training 250 12 300 300 300 6460-00000 Membership Dues 90 90 0 0 0 6466-00000 Misc Contractual Services 0 192 0 300 0 TOTAL CONTRACTUAL SERVICES 17,351 66,778 55,100 41,100 62,100 Utilities 6471-00000 Electricity 0 0 0 0 0 6475-00000 Telephones 0 0 0 0 0 TOTAL UTILITIES 0 0 0 0 0 Sundry Fixed Charges 6469-00000 Uncollectible Accounts 0 0 0 300 0 6496-00000 Licenses & Permits 1,646 1,258 1,600 1,600 1,600 TOTAL FIXED CHARGES 1,646 1,258 1,600 1,900 1,600 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Materials & Supplies 6503-00000 Clothing 1,034 585 600 700 700 6505-00000 Office Supplies 1,068 1,443 1,000 1,300 1,300 6506-00000 Software Supplies 0 336 0 0 0 6509-00000 Computer Supplies 0 30 0 0 0 6513-00000 Motor Oil 73 31 100 0 0 6517-00000 Supplies/Repair Parts 5,218 11,552 15,000 12,000 12,000 6527-00000 Janitorial Supplies 803 142 1,000 1,000 1,000 6529-00000 Chemicals 361 6 2,000 2,000 2,000 6537-00000 Safety Equipment 0 0 0 300 0 6545-00000 Tools/Shop Supplies 0 39 0 200 0 6550-00000 Minor Equipment 3,722 803 1,000 5,000 1,000 6565-00000 Stone/Gravel/Concrete/Asphalt 996 3,790 3,000 4,600 1,000 6586-00000 Concessions 36,047 29,889 37,000 38,000 35,000 6589-00000 Other Materials & Supplies 28,360 35,600 35,000 35,000 35,000 TOTAL MATERIALS & SUPPLIES 77,682 84,246 95,700 100,100 89,000 Capital Outlay 7204-00000 Machinery & Equipment 7,334 5,800 4,500 0 15,000 7216-00000 Land Improvement 28,732 0 0 0 10,000 TOTAL CAPITAL OUTLAY 36,066 5,800 4,500 0 25,000 TOTAL PARKS REVENUE FACILITIES FUND 216,797 247,851 240,600 227,000 263,900 ACCOUNT: 255-0610-XXXX-XXXXX FUND: PARKS REVENUE FACILITIES FUNCTION: PARKS REVENUE FACILITIES DEPARTMENT: PARKS AND OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Parks Revenue & Fac. Div. Mgr.0.36 0.36 0.36 23,200 23,300 24,300 Merit Pool - 1% of PFP Range 0 0 0 Seasonal Employees 3.01 3.01 3.01 53,000 53,000 54,100 Health Insurance 6306 0 0 0 Retirement 6304 1,600 1,600 1,600 Social Security 6302 5,800 5,900 6,000 Life Insurance 6310 100 100 100 Income Continuation Ins 6312 0 0 100 TOTAL PERSONNEL 3.37 3.37 3.37 83,700 83,900 86,200 PERSONNEL SCHEDULE Dept:Parks Revenue Facilities - Fund 255 TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:25,000$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Utility cart Replace 1 $15,000 $15,000 2 Land Improvement 1 $10,000 $10,000 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: LEACH AMPHITHEATER LEACH AMPHITHEATER PARKS AND OTHER FACILITIES 256-0610-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 71,135 84,019 67,600 70,200 74,100 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 15,000 14,000 14,000 14,000 14,000 Fees & Charges 34,184 38,192 25,000 25,000 28,000 Miscellaneous 19,203 16,273 22,000 25,500 26,000 Surplus Applied 0 0 0 0 0 Transfers 9,909 15,000 9,000 9,000 6,500 TOTAL REVENUES:78,296 83,465 70,000 73,500 74,500 7,161 (554)2,400 3,300 400 (35,541)(36,095)(30,441)(32,795)(32,395) 1 2 3 4 5 . . . . . . . . . . . . . Offered 2nd annual Touch A Truck event Promote and develop public/private partnerships Strengthen our neighborhoods Improve our quality of life assets Tuesday concert series attendance increased Landscape improvements to facility City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City's open space, water, historical and natural resources, and provide a park and a recreation program that is designed to enhance the City's quality of life. Links to City Strategic Plan: Significant Accomplishments: Increased sponsorships for programs Objectives to be Accomplished Next Year: Continue to increase Tuesday concert series attendance Increase marketing for events Improve concessions ventilation Constructed arbor for the gazebo area Current Net Surplus/Deficit: Ending Fund Balance: Offered a 3rd movie night 2012 Actual 2013 Actual 2014 Actual Trend Comment donations $17,717 $15,285 down # of rentals 33 31 steady rental revenues $25,838 $28,355 up # of Parks Dept. events 8 11 up Key Performance Measures Goals & Measures Goal: Maintain and develop public/private partnerships Contact Information:Ray Maurer, Director of Parks. rmaurer@ci.oshkosh.wi.us Goal: Provide park and recreation facilities to enhance the City's quality of life Goal: Goal: ACCOUNT:256-0610-XXXX-00000 FUND:LEACH AMPHITHEATER FUNCTION:LEACH AMPHITHEATER DEPARTMENT:PARKS AND OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 0 0 0 0 0 6103-00000 Regular Pay - Temp Employee 4,542 6,621 8,000 8,500 9,000 TOTAL PAYROLL - DIRECT LABOR 4,542 6,621 8,000 8,500 9,000 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 573 539 600 700 700 TOTAL PAYROLL - INDIRECT LABOR 573 539 600 700 700 Contractual Services 6401-00000 Contractual Services 23,868 17,298 15,000 15,000 15,000 6404-00000 Postage & Shipping 0 55 0 0 0 6408-00000 Printing & Binding 48 99 200 400 400 6410-00000 Advertising/Marketing 3,001 2,980 3,000 3,000 3,000 6426-00000 Maint Mach/Equip/Bldg/Structures 0 419 0 400 400 6432-00000 Equipment Rental 0 400 600 1,400 1,400 6440-00000 Other Rental 0 200 0 0 0 6458-00000 Conference and Training 32 0 0 0 0 6459-00000 Other Employee Training 0 18 0 0 0 TOTAL CONTRACTUAL SERVICES 26,949 21,469 18,800 20,200 20,200 Utilities 6471-00000 Electricity 13,794 12,973 14,600 14,000 14,600 6472-00000 Sewer Service 1,356 1,630 1,400 1,400 1,600 6473-00000 Water Service 3,942 3,108 4,800 4,200 4,800 6474-00000 Gas Service 447 621 500 500 500 6475-00000 Telephones 1,856 2,103 2,000 2,000 2,000 TOTAL UTILITIES 21,395 20,435 23,300 22,100 23,500 Sundry Fixed Charges 6496-00000 Licenses & Permits 200 80 200 100 100 TOTAL FIXED CHARGES 200 80 200 100 100 Materials & Supplies 6503-00000 Clothing 0 0 200 500 200 6505-00000 Office Supplies 26 96 0 200 0 6517-00000 Supplies/Repair Parts 2,048 1,837 2,000 1,500 1,500 6527-00000 Janitorial Supplies 3,132 3,850 3,000 2,800 3,000 6529-00000 Chemicals 0 290 0 0 400 6535-00000 Landscaping Supplies 0 505 0 4,200 3,500 6537-00000 Safety Equipment 0 0 0 100 0 6545-00000 Tools and Shop Supplies 0 8 0 100 0 6550-00000 Minor Equipment 6,085 9,087 0 0 0 6565-00000 Stone/Gravel/Concrete 0 0 0 200 3,000 6586-00000 Concessions 4,830 9,650 9,500 7,000 7,000 6589-00000 Other Materials & Supplies 1,355 9,552 2,000 2,000 2,000 TOTAL MATERIALS & SUPPLIES 17,476 34,875 16,700 18,600 20,600 Capital Outlay 7204-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL LEACH AMPHITHEATER FUND 71,135 84,019 67,600 70,200 74,100 ACCOUNT: 256-0610-XXXX-00000 FUND: LEACH AMPHITHEATER FUNCTION: LEACH AMPHITHEATER DEPARTMENT: PARKS AND OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Regular Pay 6102 0.00 0.00 0.00 0 0 0 Regular Pay - Temp Employee 6103 0.45 0.45 0.45 8,000 8,500 9,000 Social Security 6302 600 700 700 Retirement 6304 0 0 0 Health Insurance 6306 Life Insurance 6310 TOTAL PERSONNEL 0.45 0.45 0.45 8,600 9,200 9,700 PERSONNEL SCHEDULE FUND:FUNCTION:DEPARTMENT:ACCOUNT: POLLOCK COMMUNITY WATER PARK POLLOCK COMMUNITY WATER PARK PARKS & OTHER FACILITIES 259-0610-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 354,906 311,401 331,100 331,300 347,300 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 67,300 64,000 64,000 64,000 64,000 Grants & Aids 0 0 0 0 0 Fees & Charges 177,777 169,811 190,000 180,000 195,000 Miscellaneous 89,930 96,676 85,000 88,000 88,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:335,007 330,487 339,000 332,000 347,000 (19,899)19,086 7,900 700 (300) (14,809)4,277 (7,409)4,977 4,677 1 2 3 4 5 . . . . . . . . . Promote and develop public/private partnerships Strengthen our neighborhoods Improve our quality of life assets Secured sponsorship to fund all special events Objectives to be Accomplished Next Year: Continue to provide special events to increase water park use Investigate new water feature for shallow water area Links to City Strategic Plan: Significant Accomplishments: Purchased new shade umbrellas for concession tables Installed new lockers City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:Fees and Charges assumes 1st increase in admissions since new pool was opened Mission Statement: The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City’s open space, water, historical and natural resources, and provide a park and recreation program that is designed to enhance the City’s quality of life. Current Net Surplus/Deficit: Ending Fund Balance: Rebuilt 5 recirculation pumps/motors Offered 6 special events 2012 Actual 2013 Actual 2014 Actual Trend Comment donations received $49,342 $56,548 up sponsorships annual attendance 40,480 37,440 down weather dependent special events offered 4 6 up marketing more pass sales and daily fees $120,603 $114,163 down weather dependent concession sales $57,174 $55,646 down weather dependent Contact Information:Ray Maurer, Director of Parks. rmaurer@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Maintain and develop public/private partnerships Goal: Provide park and recreation facilities to enhance the City's quality of life Goal: Goal: ACCOUNT:259-0610-XXXX-XXXXX FUND: FUNCTION: DEPARTMENT:PARKS & OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6103-00000 Regular Pay - Temp Employee 46,282 42,367 45,000 42,000 45,000 TOTAL PAYROLL - DIRECT LABOR 46,282 42,367 45,000 42,000 45,000 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 3,541 3,241 3,400 3,200 3,400 TOTAL PAYROLL - INDIRECT LABOR 3,541 3,241 3,400 3,200 3,400 Contractual Services 6401-00000 Contractual Services 29,496 18,502 23,000 20,000 20,000 6404-00000 Postage & Shipping 85 108 100 100 100 6408-00000 Printing & Binding 120 180 100 100 100 6410-00000 Advertising/Marketing 1,194 930 1,200 1,200 1,200 6420-00000 Repairs to Tools & Equipment 0 92 0 0 0 6426-00000 Maint Mach/Equip/Bldg/Struct 5,966 3,272 5,000 6,800 5,000 6432-00000 Equipment Rental 0 0 0 0 0 6440-00000 Other Rental 920 0 0 0 0 6446-00000 Contractual Employment 124,045 111,126 122,000 118,000 118,000 6448-00000 Special Services 0 0 9,000 9,000 9,000 6458-00000 Conference & Training 460 60 1,000 1,000 1,000 6459-00000 Other Employee Training 50 100 0 0 0 6460-00000 Membership Dues 45 170 200 0 200 6466-00000 Misc Contractual Services 0 0 0 200 0 TOTAL CONTRACTUAL SERVICES 162,381 134,540 161,600 156,400 154,600 Utilities 6471-00000 Electricity 20,333 19,163 21,200 20,000 20,800 6472-00000 Sewer Service 9,263 9,001 9,500 9,000 10,000 6473-00000 Water Service 9,699 10,152 12,000 11,000 12,700 6474-00000 Gas Service 14,445 17,068 14,100 16,000 16,000 6475-00000 Telephones 1,580 1,947 1,600 1,700 1,700 6476-00000 Storm Water 3,185 3,817 4,000 4,000 4,500 TOTAL UTILITIES 58,505 61,148 62,400 61,700 65,700 Fixed Charges 6481-00000 Workers Compensation 400 400 400 500 400 6483-00000 Comprehensive Liability 3,360 3,360 3,400 3,400 3,700 6494-00000 Boiler Insurance 300 300 300 300 300 6496-00000 Licenses & Permits 1,333 1,272 1,300 1,300 1,400 6499-00000 Misc Fixed Charges 1,990 1,956 2,000 2,000 2,000 TOTAL FIXED CHARGES 7,383 7,288 7,400 7,500 7,800 POLLOCK COMMUNITY WATER PARK POLLOCK COMMUNITY WATER PARK 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Materials & Supplies 6503-00000 Clothing 465 440 500 300 500 6505-00000 Office Supplies 2,444 2,853 2,500 1,500 2,500 6509-00000 Computer Supplies 0 75 100 0 0 6513-00000 Motor Oil (Lubricants)4 0 0 0 0 6517-00000 Supplies/Repair Parts 1,866 4,120 3,000 3,500 3,500 6518-00000 Other Fuel/Propane 0 0 0 0 0 6527-00000 Janitorial Supplies 2,946 3,485 3,000 3,500 3,500 6529-00000 Chemicals 11,426 12,524 12,000 14,000 14,000 6537-00000 Safety Equipment 453 281 500 100 200 6545-00000 Tools & Shop Supplies 39 284 200 100 100 6550-00000 Minor Equipment 17,488 3,813 2,000 1,500 1,500 6565-00000 Stone/Gravel/Concrete 0 0 0 0 0 6586-00000 Concessions 26,682 27,711 25,000 30,000 28,000 6589-00000 Other Materials & Supplies 10,766 7,231 2,500 6,000 5,000 TOTAL MATERIAL & SUPPLIES 74,579 62,817 51,300 60,500 58,800 Capital Outlay 7202-00000 Office Equipment Purchases 2,235 0 0 0 0 7204-00000 Machinery & Equipment 0 0 0 0 12,000 TOTAL CAPITAL OUTLAY 2,235 0 0 0 12,000 TOTAL POLLOCK COMM WATER PARK 354,906 311,401 331,100 331,300 347,300 ACCOUNT: 259-0610-XXXX-XXXXX FUND: POLLOCK COMMUNITY WATER PARK FUNCTION: POLLOCK COMMUNITY WATER PARK DEPARTMENT: PARKS & OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Seasonal Help (F.T.E.)6103 2 2 2 45,000 42,000 45,000 Social Security 6302 3,400 3,200 3,400 Other Benefits 6320 0 0 0 TOTAL PERSONNEL 2 2 2 48,400 45,200 48,400 PERSONNEL SCHEDULE Dept:Pollock Community Water Park - Fund 259 TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:12,000$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 New, updated pool vacuum Replace 1 $12,000 $12,000 2 $0 3 $0 4 $0 5 $0 6 $0 7 $0 8 $0 9 $0 10 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: GOLF COURSE GOLF COURSE PARKS & OTHER FACILITIES 517-0630-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 548,185 538,312 546,100 539,100 547,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 502,123 507,725 541,500 534,500 544,100 Miscellaneous 6,499 3,190 5,000 6,500 8,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:508,622 510,915 546,500 541,000 552,100 (39,563)(27,397)400 1,900 4,900 872,818 900,215 873,118 898,315 893,415 1 2 3 4 5 . . . . . . . . . . . . Added 2nd Big Cup Tournament. Now one in the Spring and the Fall. Resolved hole number 2 drainage issue. Promote and develop public/private partnerships Improve City Infrastructure such as streets, utility systems and park facilities Improve our quality of life assets Increased Young Adult Passes by 24% and Junior passes by 13%. City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:Fees and Charges assumes an increase for cart rentals in 2016 Mission Statement: Links to City Strategic Plan: Significant Accomplishments: Increased number of golf lessons given. Improved quality and consistency of sand bunkers. Restored integrity of irrigation system after severe winter damage. Current Net Surplus/Deficit: Due to General Fund The City of Oshkosh seeks to provide a park and recreation system that will meet the needs of our current residents and future generations, preserve and protect the City’s open space, water, historical and natural resources, and provide a park and recreation program that is designed to enhance the City’s quality of life. Objectives to be Accomplished Next Year: Sell all of the remaining hole sponsorships. Promote and increase golf outings. Eliminate waste bunker/hazard on hole 15. Install drainage system at hole number 2 tee area. Create grass water way through hole number 5 rough to pond. 2012 Actual 2013 Actual 2014 Actual Trend Comment Donations received 3 3 Donations received $4,508 $553 # of rounds played 23,781 24,147 # email database 2,020 2,200 fuel usage (gallons)175 145 equipment hours 160 138 labor hours 160 138 Contact Information: Steve Dobish, Golf Course Division Mangager, sdobish@ci.oshkosh.wi.us, Trace Gardiner, Golf Pro/Clubhouse Supervisor, tgardiner@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Maintain and create public/private partnerships to accomplish projects Goal: Maintain/Increase usage of programs and facilitiesand captive contacts Goal: Reduce number of mowing cycles on fairways Goal: ACCOUNT:517-0630-XXXX-XXXXX FUND:GOLF COURSE FUNCTION:GOLF COURSE DEPARTMENT:PARKS & OTHER FACILITIES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 124,802 123,268 125,600 125,700 130,600 6103-00000 Regular Pay - Temp Employee 117,997 119,579 138,400 130,000 131,900 TOTAL PAYROLL - DIRECT LABOR 242,799 242,847 264,000 255,700 262,500 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 57,769 54,172 57,900 59,400 57,300 TOTAL PAYROLL - INDIRECT LABOR 57,769 54,172 57,900 59,400 57,300 Contractual Services 6401-00000 Contractual Services 8,708 6,125 8,300 6,000 6,500 6404-00000 Postage & Shipping 37 65 100 100 100 6410-00000 Advertising/Marketing 5,219 4,459 4,000 4,000 4,000 6418-00000 Repairs to Motor Vehicles 358 0 200 200 200 6419-00000 Repairs to Tires 66 26 200 200 200 6420-00000 Repairs to Tools & Equip 6,171 3,823 6,500 6,500 6,500 6426-00000 Maint. Mach/Equip/Bldg/Struct 785 2,128 1,000 400 500 6432-00000 Equipment Rental 27,425 23,063 23,500 23,500 23,500 6440-00000 Other Rental 11,418 1,129 11,000 11,000 11,500 6448-00000 Special Services 10 40 200 100 100 6453-00000 Vehicle License & Registration 0 0 100 100 100 6458-00000 Conference & Training 383 291 300 300 300 6460-00000 Membership Dues 2,398 2,375 2,500 2,300 2,500 6466-00000 Misc Contractual Services 229 246 300 200 200 TOTAL CONTRACTUAL SERVICES 63,207 43,770 58,200 54,900 56,200 Utilities 6471-00000 Electricity 13,439 11,467 14,100 14,100 14,700 6472-00000 Sewer Service 503 647 700 700 800 6473-00000 Water Service 812 988 1,100 1,100 1,300 6474-00000 Gas Service 3,515 4,311 4,000 4,000 4,000 6475-00000 Telephones 3,029 3,429 3,500 3,500 3,500 6476-00000 Storm Water 3,038 3,610 3,800 3,800 4,200 TOTAL UTILITIES 24,336 24,452 27,200 27,200 28,500 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Sundry Fixed Charges 6481-00000 Workers Compensation 2,800 2,600 2,700 3,500 2,800 6482-00000 Buildings & Contents 1,318 1,474 1,400 1,400 1,500 6483-00000 Comprehensive Liability 468 468 500 500 500 6485-00000 Vehicle Insurance 327 312 400 400 400 6494-00000 Boiler Insurance 300 300 300 300 300 6496-00000 Licenses & Permits 575 522 600 600 600 6499-00000 Misc Fixed Charges 9,887 11,136 11,000 12,000 13,000 TOTAL FIXED CHARGES 15,675 16,812 16,900 18,700 19,100 Materials & Supplies 6503-00000 Clothing 223 401 200 200 300 6505-00000 Office Supplies 736 338 300 900 800 6507-00000 Books & Periodicals 0 0 0 100 0 6509-00000 Computer Supplies 402 0 100 200 100 6511-00000 Diesel Fuel 4,718 4,222 4,800 4,500 3,000 6513-00000 Motor Oil (Lubricants)745 1,047 1,100 1,000 800 6514-00000 Gasoline 13,248 11,892 12,000 11,000 13,000 6517-00000 Supplies/Repair Parts 7,836 7,455 6,000 6,000 6,000 6518-00000 Other Fuel/Propane 138 68 200 100 100 6519-00000 Tires, Tubes & Rims 490 289 300 200 200 6527-00000 Janitorial Supplies 819 904 700 600 600 6529-00000 Chemicals 21,173 22,793 20,500 20,500 20,500 6537-00000 Safety Equipment 81 25 100 100 100 6541-00000 Paint 136 0 200 200 200 6545-00000 Tools & Shop Supplies 1,783 1,232 500 500 500 6550-00000 Minor Equipment 4,672 2,766 1,700 1,000 1,000 6557-00000 Medical Supplies 49 7 100 100 100 6578-00000 Irrigation Supplies 0 0 0 0 0 6565-00000 Stone/Gravel/Concrete/Asp 131 672 800 800 800 6578-00000 Irrigation Supplies 1,530 1,136 800 1,200 1,000 6580-00000 Golf Pro Shop 14,534 11,998 13,000 13,000 13,000 6586-00000 Golf Concessions 44,515 40,766 44,000 46,000 46,500 6589-00000 Materials & Supplies 7,338 7,564 8,500 9,000 9,000 TOTAL MATERIALS & SUPPLIES 125,297 115,575 115,900 117,200 117,600 Debt Service - Governmental 2270-00000 Principal Payment 5,162 5,300 5,500 5,500 5,700 6721-00000 Interest Expense 942 374 500 500 300 TOTAL DEBT SERVICE-GOVERNMENTAL 6,104 5,674 6,000 6,000 6,000 Capital Outlay 1786-00000 Mach/Eqp/Vehicles (7204,7210)12,998 35,010 0 0 0 1703-00000 Buildings (7214)0 0 0 0 0 1704-00000 Land Improvement (7216)0 0 0 0 0 1725-00000 Pumping Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 12,998 35,010 0 0 0 TOTAL GOLF COURSE 548,185 538,312 546,100 539,100 547,200 ACCOUNT: 517-0630-XXXX-XXXXX FUND: GOLF COURSE FUNCTION: GOLF COURSE DEPARTMENT: PARKS & OTHER FACILITIES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Golf Course Division Manager 6102 1.00 1.00 1.00 73,900 73,800 75,300 Golf Pro / Clubhouse Supervisor 6102 1.00 1.00 1.00 51,700 51,900 54,300 Merit Pool - 1% of PFP Range 6102 0 0 1,000 Asst. Superintendent/Mechanic (LTE)6103 0.53 0.53 0.53 19,100 17,000 17,400 Groundsmen (LTE)6103 2.94 2.94 2.94 57,000 54,000 54,500 Overtime - seasonals 6103 0 500 500 Club House (seasonals)6103 3.28 3.28 3.28 62,300 58,500 59,500 Health Insurance 6306 28,700 28,000 25,400 Retirement 6304 8,500 11,000 10,600 Social Security 6302 20,200 19,600 20,100 Life Insurance 6310 500 800 800 Income Continuation Insurance 6312 0 0 400 TOTAL PERSONNEL 8.75 8.75 8.75 321,900 315,100 319,800 PERSONNEL SCHEDULE This page intentionally left blank. FUND: DEPARTMENT: ACCOUNT / FUND NUMBERS: GENERAL GENERAL GOVERNMENT 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,117,800 1,000,000 927,500 927,500 915,900 REVENUES 2012 Revenues 2013 Revenues 2014 Appropriation 2014 Year End Estimate 2015 Proposed TOTAL REVENUES:0 0 0 0 0 1 2 3 . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Amount Budgeted 1,117,800$ $ 1,000,000 Increase amount of levy contribution to CIP program N/A N/A No Objectives to be Accomplished Next Year: Contact Information:Mark Rohloff, City Manager, mrohloff@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Fund a portion of the equipment needs with cash rather than having to borrow for this purpose. Significant Accomplishments: Mission Statement:The mission of the Equipment Fund is to be a funding source for some of the needed equipment purchases. In the past, the City has borrowed funds to pay for all of these needs. This has placed a higher burden on the City's debt load as well as increase the cost of the equipment due to the financing costs. The reason for the change is so that we can keep our borrowing at a manageable level and reduce our interest costs. Links to City Strategic Plan:Improve & Maintain Infrastructure Improve Quality of Life Assets 307, 311, 315, 323, 511-xxxx-xxxx-xxxxx City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: ACCOUNT: 323-XXXX-XXXX-XXXXX FUND: GENERAL FUNCTION: EQUIPMENT FUND DEPARTMENT:GENERAL GOVERNMENT NUMBER CLASSIFICATION 2013 EXPEND. 2014 EXPEND. 2015 APPROP. 2015 EST. 2016 PROP. Account-Project Capital Outlay 7xxx-00000 Capital Equipment Replacement 1,117,800 1,000,000 927,500 927,500 915,900 TOTAL CAPITAL OUTLAY 1,117,800 1,000,000 927,500 927,500 915,900 TOTAL EQUIPMENT FUND 1,117,800 1,000,000 927,500 927,500 915,900 Traffic Improvements Bicycle and Pedestrian Infrastructure 50,000.00 Traffic Improvements Traffic Signal Equipment 45,000.00 Traffic Improvements Install Pedestrian Countdown Signal Heads 25,000.00 Traffic Improvements Led Replacement 10,000.00 Property Improvements Riverwalk Signage 25,000.00 Property Improvements Landscaping for Public Works Field Operations Facility 25,000.00 Property Improvements Purchase of Street lighting Poles 25,000.00 Property Improvements LED Street lighting Upgrades 25,000.00 Property Improvements Pedestrian Accessibility Improvements 3,500.00 Major Equipment Replacement General Services - Office Furniture Replacement Program 10,000.00 Major Equipment Replacement Police Department - Used Armored Tactical Response and Rescue Vehicle BearCat 50,000.00 Major Equipment Replacement Transportation - 3/4 Ton Utility Truck (Signs)50,000.00 Major Equipment Replacement Transportation - Scissors Lift (Electrical)25,000.00 Property Improvements Senior Center South - Flooring Replacement 55,000.00 Property Improvements Senior Center South -Exterior Painting 25,000.00 Subtotal 448,500.00$ Street Construction Concrete Pavement Repairs 150,000.00 Street Construction Bismarck Avenue 85,600.00 Street Construction Environmental Assessments Subsurface explorations, and storm and sanitary sewer televising for 2017 construction 14,400.00 Subtotal 250,000.00$ Sidewalk Construction Subdivision Agreements 5,000.00 Sidewalk Construction Street/Utility Improvements 200,000.00 Sidewalk Construction Sidewalk Rehabilitation & Reconstruction Program 5,000.00 Sidewalk Construction Sidewalk Construction 5,000.00 215,000.00$ Property Improvements Replace Bus Shelters 2,400.00 Subtotal 2,400.00$ Total Capital Levy Funded 915,900.00$ 2016 Capital Improvement Project funded by Levy 2016 CIP - Streets Levy (315 Fund) 2016 CIP - Sidewalk Levy (311 Fund) 2016 CIP - General Fund Levy (323 Fund) 2016 CIP - Transit (511 Fund) This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: TRANSIT UTILITY GO Transit TRANSPORTATION 511-1728-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 4,358,400 4,486,959 4,678,200 4,517,200 4,695,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4262 726,200 599,500 655,100 655,100 746,200 Grants & Aids 3,022,127 2,980,554 3,006,100 2,944,200 2,950,500 Fees & Charges 957,920 949,864 994,000 970,000 970,400 Miscellaneous 209,402 82,736 23,000 23,000 28,100 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:4,915,649 4,612,654 4,678,200 4,592,300 4,695,200 557,249 125,695 0 75,100 0 1 2 3 4 5 . . . . . . . . . . . . . Updated and upgraded the HVAC system in the transit garage and bus storage area Added customer amenities (installed 3 new shelters and installed carriage walks)Route and service improvements (Added route deviation on route 3 for high school dismissal, extended route 8 to service developments on Marion Road) Install tablets on every bus for ridership counting and automatic vehicle location Develop an app. For automatic vehicle location. Finish procurement and take delivery of one new 2015 diesel bus Implement a revenue agreement or other arrangement with the school district to assist student Revenue agreement with FVTC Objectives to be Accomplished Next Year: riders. Links to City Strategic Plan: Significant Accomplishments: Improve quality of life assets Strengthen neighborhoods Support economic development Completed bus stop accessibility analysis Upgrade the camera system at the downtown transit center City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Insurance pool rebates provided short-term levy reduction in 2013 and 2014. State and Federal Aids have decreased each year. Mission Statement: To provide reliable, affordable and accessible public transportation options to support our community’s mobility needs Fleet-Wide implementation of Automatic Passenger Counters Improve and maintain infrastructure Current Net Surplus/Deficit: 2012 Actual 2013 Actual 2014 Actual Trend Comment System Ridership 1089395 1007749 1000787 holding Passenger Trips per Revenue per Mile 1 1 1 Passenger Trips per capita 16 15 15 On-Time Performance n/a (bus) On-Time Performance (ADA paratransit)85%85%90% improving Number of service calls (bus)54 32 51 fleet is aging Percent of State and Federal Aid 56.01%55.58%decreasing decreasing annually Capital Grant Assistance 189,691 656,133 38,544 decreasing very minimal Average fixed route fare 0.52 0.54 0.54 holding Annual revenue hrs 66,753 65,280 65,584 Bus Complaints 99 97 105 Paratransit Complaints 22 19 36 Facebook (fans)340 417 502 increasing Missed trips (paratransit)0 0 0 Contact Information: Jim Collins, Director of Transportation, (920) 232-5342, David Vickman, Transit Operations Manager, (920) 232-5342 Key Performance Measures Goals & Measures Goal: Support our community's mobility needs Goal: Keep Go Transit Service Affordable Goal: Preserve and promote a high level of accessibility for all s system users Goal: Maintain a high level of system reliability ACCOUNT:511-1728-XXXX-XXXXX FUND:TRANSIT UTILITY FUNCTION:GO Transit DEPARTMENT:TRANSPORTATION 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 479,001 518,723 633,300 673,100 670,800 6103-00000 Regular Pay - Temp Employee 0 0 20,000 20,000 40,000 6112-00000 Regular Pay - Transit Opera.859,939 903,278 951,600 951,600 980,300 TOTAL PAYROLL - DIRECT LABOR 1,338,940 1,422,001 1,604,900 1,644,700 1,691,100 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 947,156 1,019,406 802,900 805,200 756,900 TOTAL PAYROLL - INDIRECT LABOR 947,156 1,019,406 802,900 805,200 756,900 Contractual Services 6401-00000 Contractual Services 57,216 32,532 66,700 40,000 60,000 6402-00000 Auto Allowance 960 800 1,000 1,000 1,000 6404-00000 Postage & Shipping 115 162 1,100 1,000 1,000 6408-00000 Printing and Binding 13,668 6,369 11,000 5,000 7,000 6410-00000 Advertising/Marketing 7,059 5,640 12,000 6,000 10,000 6411-00000 Promotional Materials 0 540 1,100 1,100 1,100 6414-00000 Auditing 5,250 4,650 5,000 5,000 5,000 6418-00000 Repairs To Motor Vehicles 464 10,863 4,900 6,700 7,000 6419-00000 Repairs to Tires 616 842 1,500 1,000 1,000 6420-00000 Repairs to Tools & Equipment 0 1,471 800 800 800 6421-00000 Maintenance Radios 470 0 500 500 500 6424-00000 Maintenance Office Equipment 3,864 7,460 4,000 7,500 7,500 6426-00000 Maint Mach/Equip/Bldg/Str 11,279 6,943 8,000 10,000 10,000 6427-00000 Maint Computer Software 1,441 1,000 1,000 2,800 2,800 6432-00000 Equipment Rental 1,320 927 1,200 1,200 1,500 6440-00000 Other Rental 20 0 0 0 0 6448-00000 Special Services 875 0 0 500 500 6449-00000 Purchased Transportation 1,303,498 1,295,967 1,401,600 1,354,800 1,451,600 6450-00000 Engineering & Consulting Fees 0 5,500 0 0 0 6453-00000 Vehicle License / Registration 169 0 300 300 300 6458-00000 Conference and Training 5,632 1,251 5,000 2,000 5,000 6459-00000 Other Employee Training 0 1,334 0 500 500 6460-00000 Membership Dues 2,575 2,460 2,700 2,000 2,300 6466-00000 Misc Contractual Services 1,658 0 0 0 500 TOTAL CONTRACTUAL SERVICES 1,418,149 1,386,711 1,529,400 1,449,700 1,576,900 Utilities 6471-00000 Electricity 17,793 16,416 18,100 16,000 16,700 6472-00000 Sewer Service 626 810 1,000 800 800 6473-00000 Water Service 715 916 1,400 1,000 1,200 6474-00000 Gas Service 11,742 16,965 12,000 15,000 15,000 6475-00000 Telephones 3,516 3,546 7,700 4,400 5,400 6476-00000 Storm Water 1,551 1,859 1,900 1,900 1,900 TOTAL UTILITIES 35,943 40,512 42,100 39,100 41,000 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Fixed Charges 6481-00000 Workers Compensation 0 0 28,300 28,300 29,400 6482-00000 Buildings & Contents 2,760 2,700 2,700 2,700 2,800 6483-00000 Comprehensive Liability 5,296 5,355 5,800 5,800 6,200 6485-00000 Vehicle Insurance 73,300 70,127 70,100 70,600 71,900 6494-00000 Boiler Insurance 291 300 300 300 300 6496-00000 Licenses and Permits 290 676 500 500 500 6499-00000 Misc Fixed Charges 485 485 500 500 500 TOTAL FIXED CHARGES 82,422 79,643 108,200 108,700 111,600 Materials & Supplies 6503-00000 Clothing 1,468 2,363 3,000 3,000 3,000 6505-00000 Office Supplies 2,630 4,760 3,000 4,500 4,500 6506-00000 Software Supplies 0 465 0 0 6,000 6507-00000 Books and Periodicals 391 387 600 600 600 6509-00000 Computer Supplies 2,883 150 300 300 300 6511-00000 Diesel Fuel 350,928 343,604 375,000 250,000 292,500 6513-00000 Motor Oil (Lubricants)10,703 12,028 11,200 11,200 11,500 6514-00000 Gasoline 1,775 2,618 2,500 2,500 2,500 6517-00000 Supplies/Repair Parts 73,503 92,029 95,000 95,000 95,000 6518-00000 Other Fuel/Propane 563 342 400 400 500 6519-00000 Tires & Tubes 32,651 21,297 22,000 22,000 22,000 6527-00000 Janitorial Supplies 7,607 2,703 4,500 6,000 6,000 6529-00000 Chemicals 0 53 100 100 100 6537-00000 Safety Equipment 0 0 100 100 100 6541-00000 Paint 0 0 0 0 0 6545-00000 Tools & Shop Supplies 14,078 536 500 600 600 6550-00000 Minor Equipment 1,888 2,734 200 200 200 6555-00000 Environmental Supplies 730 200 200 200 200 6557-00000 Medical Supplies 50 0 100 100 100 6565-00000 Stone/Gravel/Concrete/Asphalt 1,749 953 4,000 4,000 2,000 6589-00000 Other Materials & Supplies 7,245 3,284 1,000 2,000 2,000 TOTAL MATERIALS & SUPPLIES 510,842 490,506 523,700 402,800 449,700 Capital Outlay 7354-00000 Debt Refinancing 10,922 0 0 0 0 17xx-00000 Capital Outlay 14,026 48,180 67,000 67,000 68,000 TOTAL CAPITAL OUTLAY 24,948 48,180 67,000 67,000 68,000 TOTAL TRANSIT UTILITY 4,358,400 4,486,959 4,678,200 4,517,200 4,695,200 ACCOUNT: 511-1728-XXXX-XXXXX FUND: TRANSIT UTILITY FUNCTION: GO Transit DEPARTMENT: TRANSPORTATION Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Director of Transportation 1.00 1.00 1.00 85,100 85,100 86,800 Transit Operations Manager 1.00 1.00 1.00 68,300 69,300 70,700 Transit Operations Supervisor 1.00 1.00 1.00 52,300 52,500 55,000 Transport Mechanic & Maint. Div. Mgr.1.00 1.00 1.00 71,400 71,400 72,800 Lead Mechanic Transit 1.00 1.00 1.00 54,900 54,900 56,000 Transit Mechanics 2.00 2.00 2.00 106,800 106,800 109,800 Shop Laborer 1.00 1.00 1.00 48,600 48,600 49,600 Transit Operators 18.00 18.00 18.00 865,000 865,000 882,300 Transit Operator Sign 1.00 1.00 1.00 38,500 38,500 49,000 Transit Operator Mechanic 1.00 1.00 1.00 48,100 48,100 49,000 Administrative Assistant 1.00 1.00 1.00 42,600 42,600 44,700 Dispatcher/Operator (P.T.)6102 0.00 0.00 0.00 0 0 0 Dispatcher/Office Clerk (P.T.)6102 1.00 1.00 1.00 28,800 28,400 29,400 Overtime/Comp/199 70,000 109,000 91,000 Merit Pool - 1% of PFP Range 4,500 4,500 5,000 On Call Operator 6103 1.00 2.00 2.00 20,000 20,000 40,000 Health Insurance 6306 541,100 540,300 486,200 Retirement 6304 108,500 109,500 110,100 Retirement - Prior Service 6305 25,400 25,400 25,400 Social Security 6302 123,500 124,700 129,000 Life Insurance 6310 4,400 5,300 5,400 Income Continuation Insurance 6312 0 0 800 TOTAL PERSONNEL 31.00 32.00 32.00 2,407,800 2,449,900 2,448,000 PERSONNEL SCHEDULE Dept:Transportation TOTAL CAPITAL OUTLAY AMOUNT REQUESTED:68,000$ Item New/Unit Total No.Item Requested Replace Quantity Cost Cost * 1 Pedestrian accessibility improvements New 3 $3,330 $10,000 2 Major spare parts for buses (ex. Radiators) Replace 1 $50,000 $50,000 3 Stationary Pressure Washer New 1 $8,000 $8,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 * Please round request to the nearest $100. CAPITAL OUTLAY REQUEST SUMMARY 2016 FUND:FUNCTION:DEPARTMENT:ACCOUNT: INSPECTION SERVICES INSPECTION SERVICES Community Development 571-0710/0720-XXXX- XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 0 0 0 0 998,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Fees & Charges 775,500 0710-Rental Inspection 0 0 0 0 150,000 0720-Weights & Measures 0 0 0 0 80,000 Miscellaneous 0 0 0 0 0 0 0 TOTAL REVENUES:0 0 0 0 1,005,500 0 0 0 0 6,600 0 0 0 0 6,600 Current Net Surplus/Deficit: Ending Fund Balance: City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variance: 1 2 3 4 5 . . . . . . . . .Continue to improve the Inspection Services website with the help of IT Objectives to be Accomplished Next Year: Establish accurate list of all measurement devices in the City. Continue to work on conversion of property files to electronic files To Secure the Beneficial Interests of the Public's Health, Safety & Welfare in their Environment through the Enforcement of State & City Codes. Significant Accomplishments: Achieve compliance with codes in 95% of properties inspected within 30 days. Links to City Strategic Plan:Sustain a culture in neighborhoods: (1) inspect properties to verify compliance with housing and property maintenance codes; (2) monitor measurement devices for Implement online / credit card payments for permits, plan reviews and service fees Mission Statement: accuracy; (3) meet with apartment owners on key topics of rental concerns. Perform final inspections on older projects 2012 Actual 2013 Actual 2014 Actual Trend Comment Key Performance Measures Goals & Measures Goal: Goal: Goal: Goal: Contact Information:Allen Davis, Director of Community Development; Ph: (920) 236-5055 ACCOUNT: FUND: FUNCTION: INSPECTION SERVICES DEPARTMENT:COMMUNITY DEVELOPMENT 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND. EXPEND. APPROP. EST. PROP. Account-Project Payroll - Direct Labor 6102-00000 Regular Pay 0 0 0 0 538,200 6103-00000 Regular Pay - Temp Employee 0 0 0 0 0 TOTAL PAYROLL - DIRECT LABOR 0 0 0 0 538,200 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 0 0 0 0 309,500 TOTAL PAYROLL - INDIRECT LABOR 0 0 0 0 309,500 Contractual Services 6401-00000 Contractual Services 0 0 0 0 98,300 6402-00000 Auto Allowance 0 0 0 0 16,000 6406-00000 Computer Service Charges 0 0 0 0 0 6427-00000 Maint. Computer Software 0 0 0 0 1,000 6458-00000 Conference & Training 0 0 0 0 12,500 6459-00000 Other Employee Training 0 0 0 0 0 6460-00000 Membership Dues 0 0 0 0 1,300 6466-00000 Misc Contractual Services 0 0 0 0 0 TOTAL CONTRACTUAL SERVICES 0 0 0 0 129,100 Utilities 6475-00000 Telephones 0 0 0 0 5,000 TOTAL UTILITIES 0 0 0 0 5,000 Fixed Charges 6496-00000 Licenses and Permits 0 0 0 0 1,000 TOTAL FIXED CHARGES 0 0 0 0 1,000 Materials & Supplies 6505-00000 Office Supplies 0 0 0 0 3,500 6506-00000 Software Supplies 0 0 0 0 1,000 6507-00000 Books & Periodicals 0 0 0 0 2,000 6517-00000 Supplies/Repair Parts 0 0 0 0 0 6537-00000 Safety Equipment 0 0 0 0 200 6545-00000 Tools & Shop Supplies 0 0 0 0 100 6550-00000 Minor Equipment 0 0 0 0 2,500 6589-00000 Other Materials & Supplies 0 0 0 0 6,800 TOTAL MATERIALS & SUPPLIES 0 0 0 0 16,100 Capital Outlay 17xx-00000 Office Equipment 0 0 0 0 0 17xx-00000 Machinery & Equipment 0 0 0 0 0 TOTAL CAPITAL OUTLAY 0 0 0 0 0 TOTAL INSPECTION SERVICES FUND 0 0 0 0 998,900 571-0710/0720-XXXX-XXXXX INSPECTION SERVICES ACCOUNT: 571-0710/0720-XXXX-XXXXX FUND: INSPECTION SERVICES FUNCTION: INSPECTION SERVICES DEPARTMENT: COMMUNITY DEVELOPMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Chief Building Official 0 0 1 0 0 75,800 Building Systems Inspector 0 0 4 0 0 252,600 Housing Inspector 0 0 1 0 0 47,700 Code Enforcement Inspector 0.00 0.00 2.00 0 0 58,000 Weights & Measures / Code Enforcement Inspector 0.00 0.00 1.00 0 0 33,100 Weights & Measures / Code Enforcement Clerk 0.00 0.00 1.00 0 0 28,100 Office Assistant 0.00 0.00 1.00 0 0 38,600 Overtime/Comp/199 6102 0 0 4,300 Part-Time 6103 0.00 0.00 0.00 0 0 0 Health Insurance 6306 0 0 231,000 Retirement 6304 0 0 35,500 Social Security 6302 0 0 41,100 Life Insurance 6310 0 0 600 Income Continuation Insurance 6312 0 0 1,300 TOTAL PERSONNEL 0.00 0.00 11.00 0 0 847,700 PERSONNEL SCHEDULE ACCOUNT:401-0074-0000-00000 FUND:GENERAL FUNCTION:MUNICIPAL DEBT SERVICE 2014 2015 2016 ACTUAL ESTIMATE ESTIMATE REVENUES General Property Tax 17,704,300 18,130,300 9,943,100 Build America Bonds Credit 302,600 355,400 336,300 Premium from Bond Sale Deposited to Debt Service 225,663 516,048 0 Water G.O. Bond Abatement 0074-5275 0 0 1,296,600 Sewer G.O. Bond Abatement 0074-5273 0 0 1,454,400 Storm G.O. Bond Abatement 0074-5278 0 0 1,056,000 Parking G.O. Bond Abatement 0074-5272 0 0 1,700 Ind. Dev. G.O. Bond Abatement 0074-5270 0 0 411,100 TIF Districts G.O. Bond Abatement 0074-5274 0 0 4,482,400 Golf Course G.O. Bond Abatement 0074-5277 0 0 6,000 Centre G.O. Bond Abatement 0074-5261 0 0 221,400 Cable TV G.O. Bond Abatement 0074-5279 0 0 6,700 Appropriation from Debt Service Fund 350,000 568,000 350,000 TOTAL REVENUES 18,582,563 19,569,748 19,565,700 ACCOUNT: 401-0074-0000-00000 FUND: GENERAL FUNCTION: MUNICIPAL DEBT SERVICE 2014 2015 2016 ACTUAL ESTIMATE ESTIMATE Detail - Principal Payments 2004 Corp Purpose Bonds series 2004A, $6,480K 3/04-ref by 2014B 340,000 360,000 370,000 2005A G.O. Corp Purpose Bonds $7,395K, 2/05 - ref by 2015A 355,000 375,000 395,000 2005B G.O. Prom Notes $2,540K, 2/05 325,000 0 0 2005 State Trust Loan-Riverside expan., $200,000, 5/05 8,850 9,344 9,740 2005D G.O. Refunding Bonds, $14,590K 1,465,000 1,490,000 1,345,000 2006A G.O. Corp Purpose Bonds $9,265K 2/06 440,000 455,000 475,000 2006B G.O. Prom Note $2,500K 2/06 310,000 330,000 0 2006C G.O. Taxable Bonds $1,995K 2/06 90,000 95,000 100,000 2006D G.O. Refunding Bonds $11,865K 180,000 0 0 2007A G O Corp Purpose Bonds $7,950K - ref by 2015A 355,000 375,000 390,000 2007B G O Prom Notes $3,375K 405,000 420,000 435,000 2008A G O Corp Purpose Bonds $5,105K - ref by 2015A 225,000 235,000 245,000 2008B G O Prom Notes $1,565K 180,000 185,000 195,000 2009A G O Corp Purpose Bonds $16,740K 895,000 885,000 880,000 2009B G O Prom Notes $2,945K 330,000 325,000 325,000 2010A G O Corp Purpose Bonds $9,140K 370,000 375,000 395,000 2010B G O Prom Notes $4,150k 375,000 425,000 475,000 2010C G O Refunding Bonds $12,620K 1,270,000 1,280,000 1,260,000 2010D G O Refunding Bonds $8,420K 805,000 830,000 855,000 2011A G O Refunding Bonds $8,690K 760,000 755,000 785,000 2011B Taxable G O Refunding Bonds $6,435K 565,000 585,000 590,000 2011C G O Corp Purpose Bonds $9,965K 470,000 485,000 490,000 2011D GO Prom Notes $2,895K 275,000 280,000 285,000 2012A G O Refunding Bonds $5,595K 535,000 530,000 535,000 2012B G O Corp Purpose Bonds $12,645K 645,000 535,000 550,000 2012C G O Prom Notes $3,660K 410,000 385,000 390,000 2013 State Trust Fund Loan $640K 57,293 58,080 59,506 2013 State Trust Fund Loan $2,000,000 194,279 205,292 210,408 2013 State Trust Fund Loan $2,644,100 0 242,710 272,312 2013B G O Corp Purpose Bonds $9,120K 355,000 360,000 365,000 2013C G O Prom Notes $1,710k 170,000 150,000 155,000 2014 State Trust Fund Loan $1,250,000 0 0 117,742 2014 State Trust Fund Loan $10,233,802 0 358,000 198,000 2014B G O Corp Purpose Refunding Bonds $5,130K 0 405,000 295,000 2014C G O Prom Notes $2,805k 0 305,000 270,000 2015A G O Corp Purpose Bonds $19,485K 0 0 280,000 2015B G O Prom Notes $4,345K 0 0 465,000 TOTAL PRINCIPAL 13,160,422 14,088,426 14,462,708 ACCOUNT: 401-0074-0000-00000 FUND: GENERAL FUNCTION: MUNICIPAL DEBT SERVICE 2014 2015 2016 ACTUAL ESTIMATE ESTIMATE INTEREST Detail-Interest Payments 2004 Corp Purpose Bonds series 2004A, $6,480K 3/04-ref by 2014B 178,814 29,200 14,800 2005A G.O. Corp Purpose Bonds $7,395K, 2/05 - ref by 2015A 197,268 183,956 15,800 2005B G.O. Prom Notes $2,540K, 2/05 11,050 0 0 2005 State Trust Loan-Riverside expan., $200,000, 5/05 7,041 6,547 6,151 2005D G.O. Refunding Bonds, $14,590K 339,438 280,838 221,238 2006A G.O. Corp Purpose Bonds $9,265K 2/06 - ref by 2014B 283,276 37,200 19,000 2006B G.O. Prom Note $2,500K 2/06 24,165 12,540 0 2006C G.O. Taxable Bonds $1,995K 2/06 78,398 73,762 68,870 2006D G.O. Refunding Bonds $11,865K 7,200 0 0 2007A G O Corp Purpose Bonds $7,950K - ref by 2015A 262,932 248,732 19,500 2007B G O Prom Notes $3,375K 50,400 34,200 17,400 2008A G O Corp Purpose Bonds $5,105K - ref by 2015A 184,155 174,030 22,275 2008B G O Prom Notes $1,565K 29,238 22,938 16,000 2009A G O Corp Purpose Bonds $16,740K 647,098 615,772 582,585 2009B G O Prom Notes $2,945K 65,132 53,579 41,394 2010A G O Corp Purpose Bonds $9,140K 340,748 333,812 325,186 2010B G O Prom Notes $4,150k 97,870 90,932 81,795 2010C G O Refunding Bonds $12,620K 228,275 202,875 177,275 2010D G O Refunding Bonds $8,420K 193,348 178,052 160,208 2011A G O Refunding Bonds $8,690K 231,300 208,500 185,850 2011B Taxable G O Refunding Bonds $6,435K 185,796 169,960 152,335 2011C G O Corp Purpose Bonds $9,965K 306,032 291,930 277,382 2011D GO Prom Notes $2,895K 55,812 49,350 42,770 2012A G O Refunding Bonds $5,595K 86,885 81,535 76,235 2012B G O Corp Purpose Bonds $12,645K 335,100 315,750 299,700 2012C G O Prom Notes $3,660K 64,600 56,400 48,700 2013 State Trust Fund Loan $640K 16,828 15,897 14,471 2013 State Trust Fund Loan $2,000,000 60,726 49,262 44,145 2013 State Trust Fund Loan $2,644,100 0 95,821 66,219 2013B G O Corp Purpose Bonds $9,120K 285,402 280,700 273,500 2013C G O Prom Notes $1,710k 40,658 37,600 34,600 2014 State Trust Fund Loan $1,250,000 0 0 46,986 2014 State Trust Fund Loan $10,233,802 0 244,279 420,872 2014B G O Corp Purpose Refunding Bonds $5,130K 0 433,292 396,006 2014C G O Prom Notes $2,805k 0 56,079 46,200 2015A G O Corp Purpose Bonds $19,485K 0 0 747,875 2015B G O Prom Notes $4,345K 0 0 139,707 Rounding 3 4 (38) TOTAL INTEREST 4,894,988 4,965,324 5,102,992 TOTAL PRINCIPAL AND INTEREST 18,055,410 19,053,750 19,565,700 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 527,153 515,998 0 This page intentionally left blank. FUND: FUNCTION: DEPARTMENT:ACCOUNT: PARKING UTILITY PARKING UTILITY PARKING UTILITY 509-1717-0000-00000 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 157,098 171,846 151,800 146,600 120,300 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 123,017 130,082 128,000 129,800 132,100 Miscellaneous 14,436 0 18,000 15,000 15,000 Surplus Applied 0 0 0 0 0 Transfers 12,534 12,809 12,300 0 0 TOTAL REVENUES:149,987 142,891 158,300 144,800 147,100 Current Net Surplus / Deficit:(7,111) (28,955) 6,500 (1,800) 26,800 Cash Balance / (Due to GF):(104,491) (130,811) (130,811) (132,611) (105,811) City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The mission of the Parking Utility is to manage off-street public parking areas downtown and in the Oregon Street Business District for the benefit of our citizens and visitors, whether they are businesses, residences, customers, or employees. 1 2 3 . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Non-Forfeiture Income $106,000 Net Income -$8,400 Links to City Strategic Plan: Research and implement changes per the Downtown Parking Study by Walker Inc. Significant Accomplishments: Identify long-term funding strategy Improve and maintain infrastructure Objectives to be Accomplished Next Year: Support Economic Development Contact Information:Jim Collins, Transportation Director (920) 232-5342, Trena Larson, Finance Director (920) 236-5005 Key Performance Measures Goals & Measures Goal: Improve the Parking Utility's financial standing Updated 10 year city wide pavement plan ACCOUNT: 509-1717-0000-00000 FUND: PARKING UTILITY FUNCTION: PARKING UTILITY 2012 2013 2014 2015 2015 2016 ACTUAL ACTUAL ACTUAL BUDGET EST. PROP. REVENUES Meter Fees & Pay Stations #4744-4745 2,546 4,577 6,885 5,100 5,800 5,800 Overnight Permits #4746 14,224 25,443 20,414 19,000 19,000 19,000 Parking Lot Rentals #4752-4769 41,653 18,910 16,799 14,000 12,000 10,300 Forfeitures #4742 32,173 22,812 21,133 23,500 16,000 20,000 Parking Stickers #4748 27,696 51,275 46,859 62,000 62,000 62,000 B.I.D. District #4750 15,427 14,436 17,992 18,000 15,000 15,000 Other #4972 0 0 0 0 0 0 Interest Income #4908 0 0 0 0 0 0 TOTAL REVENUES 133,719 137,453 130,082 141,600 129,800 132,100 EXPENDITURES Payroll - Direct Labor 6102-00000 Regular Pay 34,380 35,861 36,429 36,100 36,200 37,400 TOTAL PAYROLL - DIRECT LABOR 34,380 35,861 36,429 36,100 36,200 37,400 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 18,855 19,491 22,906 25,800 25,800 24,900 TOTAL PAYROLL - INDIRECT LABOR 18,855 19,491 22,906 25,800 25,800 24,900 Contractual Services 6404-00000 Postage & Shipping 0 0 0 0 0 0 6406-00000 Computer Service Chrgs 25,700 26,000 26,000 26,000 26,000 26,000 6414-00000 Auditing 900 1,050 930 1,000 1,000 1,000 6440-00000 Other Rental 5,849 0 3,066 3,000 3,200 3,200 6458-00000 Conference & Training 0 0 0 300 0 300 TOTAL CONTRACTURAL SERVICES 32,449 27,050 29,996 30,300 30,200 30,500 Utilities 6471-00000 Electricity 8,521 8,097 7,318 8,800 8,800 8,800 6476-00000 Storm Sewer 7,888 10,224 13,002 11,900 11,900 12,500 TOTAL UTILITIES 16,409 18,321 20,320 20,700 20,700 21,300 ACCOUNT: 509-1717-0000-00000 FUND: PARKING UTILITY FUNCTION: PARKING UTILITY 2012 2013 2014 2015 2015 2016 ACTUAL ACTUAL ACTUAL BUDGET EST. PROP. Fixed Charges 6481-00000 Workers Compensation 300 300 300 300 300 300 6483-00000 Comprehensive Liability 456 468 468 500 500 500 TOTAL FIXED CHARGES 756 768 768 800 800 800 Material & Supplies 6505-00000 Office Supplies 1,088 2,478 1,336 2,400 2,400 2,400 6589-00000 Other Materials/Supplies 0 290 1,176 500 1,000 1,200 TOTAL MATERIALS & SUPPLIES 1,088 2,768 2,512 2,900 3,400 3,600 TOTAL EXPENDITURES 103,937 104,259 112,931 116,600 117,100 118,500 Transfer from TIF 10 #5274 (12,041) (12,534) (12,809) (12,300)(11,800) (11,800) Interest on Bank Loans #6721 5,660 4,172 3,039 2,000 1,700 1,200 Principal on Bank Loans #2270 48,667 48,667 55,876 33,200 27,800 600 Gain on Debt Refinancing #5310 0 0 0 0 0 0 TOTAL 42,286 40,305 46,106 22,900 17,700 (10,000) TOTAL EXPENSE 146,223 144,564 159,037 139,500 134,800 108,500 NET GAIN OR (LOSS) (12,504) (7,111) (28,955) 2,100 (5,000) 23,600 Depreciation (#6609) 78,231 82,364 103,172 84,300 144,600 172,100 ACCOUNT: 509-1717-0000-00000 FUND: PARKING UTILITY FUNCTION: PARKING UTILITY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Account Clerk I 1 1 1 36,100 36,200 36,900 Merit Pool - 1% of PFP Range 0 0 500 Retirement - Prior Service 1,500 1,500 1,500 Fringe Benefits 24,300 24,300 23,400 TOTAL PERSONNEL 1.00 1.00 1.00 61,900 62,000 62,300 PERSONNEL SCHEDULE ENTERPRISE FUND: DEPARTMENT:ACCOUNT: WATER UTILITY PUBLIC WORKS 541-XXXX-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 10,939,173 11,698,296 11,826,800 11,563,000 12,152,980 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 12,101,892 12,101,892 13,849,900 14,228,480 15,430,900 Miscellaneous 31,357 31,357 28,000 29,000 29,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:12,133,249 12,133,249 13,877,900 14,257,480 15,459,900 1,194,076 434,953 2,051,100 2,694,480 3,306,920 52,058,830 52,493,783 55,374,730 55,188,263 58,495,183 1 2 3 4 5 . . . . . . . . . Design for Replacement of Marion Road Water tower Preliminary Design for Replacement of Clearwells Mission Statement:To protect public health from water borne diseases and provide for public safety by providing adequate water supply for fire protection, by providing high quality and cost-effective drinking and fire protection water services for the community. Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Net Assets: Budget Variances: Begin final design of Water Filtration Plant clearwell replacement project Significant Accomplishments:Completed Risk Management Plan Update Objectives to be Accomplished Next Year: Construct Vehicle Storage Building at Water Filtration Plant Construct Marion Road Tower Construct chemical feed system for Zebra Mussel Control 2012 Actual 2013 Actual 2014 Actual Trend Comment # of Breaks 76 73 124 Increase Very Cold Winter Deep Frost # of Meters Replaced 2,821 2,652 2,572 Stable Water Loss Percentage 18%19%30%Increase Due to Cold Weather Frost increase in Main Breaks # Meters Tested 256 218 225 Stable (1 1/2" and larger) Contact Information:James Rabe, Director of Public Works - (920) 236-5065; Email - jrabe@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Reduce the number of water main and service breaks Goal: Maintain meter replacements to meet WI DNR requirements Reduce percentage of water loss (reported to Public Service Commission) Goal: Test Meters to meet WI DNR requirements FUND: WATER UTILITY FUNCTION: WATER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED OPERATING REVENUES Residential Service 5,334,735 5,974,411 6,268,000 6,361,100 6,997,200 Commercial Service 2,475,196 3,009,685 1,883,600 2,053,500 2,258,800 Multi-Family Service 0 0 1,127,800 1,098,700 1,208,600 Industrial Service 874,419 973,890 1,062,700 1,116,900 1,228,600 Public Service 1,212,974 1,263,530 1,298,500 1,395,000 1,490,500 Municipal Service 82,215 89,422 89,300 100,000 115,000 TOTAL 9,979,539 11,310,938 11,729,900 12,125,200 13,298,700 Public Fire Protection 1,652,898 1,643,384 1,650,000 1,819,480 1,848,400 Rental Income 184,660 139,150 185,000 68,400 68,400 Late Charges 164,597 162,351 170,000 162,400 162,400 Other 118,758 124,533 115,000 53,000 53,000 TOTAL OPERATING REVENUES 12,100,452 13,380,356 13,849,900 14,228,480 15,430,900 OPERATING EXPENSES Pumping 695,555 724,955 740,900 723,200 743,880 Water Treatment 1,441,572 2,001,290 1,881,700 1,702,800 1,854,900 Transmission & Distribution 1,888,708 1,897,142 1,768,900 1,809,900 2,082,900 Customer Service 255,909 266,150 279,300 270,300 273,000 General & Administrative 928,705 997,857 1,178,400 1,112,600 1,138,300 Taxes 1,102,621 1,110,170 1,136,200 1,154,700 1,159,100 Depreciation & Amortization 2,870,995 2,939,212 3,031,300 3,035,300 3,054,500 . TOTAL OPERATING EXPENSES 9,184,065 9,936,776 10,016,700 9,808,800 10,306,580TOTAL OPERATING EXPENSES 9,184,065 9,936,776 10,016,700 9,808,800 10,306,580 OPERATING PROFIT/(LOSS) 2,916,387 3,443,580 3,833,200 4,419,680 5,124,320 NON-OPERATING REVENUE Premium/Gain on Debt 102,477 82,183 0 0 0 Contrib Capital Income 0 131,056 0 0 0 Interest Income 32,797 28,019 28,000 29,000 29,000 TOTAL NON-OPERATING REVENUE 135,274 241,258 28,000 29,000 29,000 NON-OPERATING EXPENSE Bond Issue Costs 29,085 32,213 30,000 30,000 30,000 Interest Expense 1,726,023 1,729,307 1,780,100 1,724,200 1,816,400 1,755,108 1,761,520 1,810,100 1,754,200 1,846,400 NET PROFIT/(LOSS) 1,296,553 1,923,318 2,051,100 2,694,480 3,306,920 PRINCIPAL PAYMENT ON DEBT 4,194,269 4,490,736 4,820,785 4,820,800 5,437,100 DEPRECIATION 2,870,995 2,939,212 3,031,300 3,035,300 3,054,500 DEBT COVERAGE RATIOS: WATER REQUIREMENT = 1.30 for Revenue Debt / 1.00 Total Debt Amount Available for Debt Service 5,893,571 6,591,837 6,862,500 7,453,980 8,177,820 Debt Service - Revenue Debt 4,099,752 4,906,816 5,263,699 5,249,600 5,981,200 Debt Ratio 1.438 1.343 1.304 1.420 1.367 Debt Service - Total Debt 5,920,292 6,220,043 6,600,885 6,545,000 7,253,500 Debt Ratio 0.995 1.060 1.040 1.139 1.127Debt Ratio 0.995 1.060 1.040 1.139 1.127 ACCOUNT: 541-0000-0000-00000 FUND: WATER UTILITY FUNCTION: WATER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED PUMPING - 1862 Supervision 22,500 23,376 43,800 29,400 45,500 Electricity 324,550 323,565 312,000 312,000 324,480 Labor 171,626 189,653 190,000 188,700 181,800 Miscellaneous 58,445 64,794 70,000 65,000 67,000 Maintenance-Supervision 35,989 37,685 37,500 38,600 39,300 Maintenance-Structures 82,445 85,882 82,300 84,200 85,800 Maintenance-Power Production Equip. 0 0 0 0 0 Maintenance-Pumping Equipment 0 0 5,300 5,300 0 TOTAL PUMPING 695,555 724,955 740,900 723,200 743,880 WATER TREATMENT - 1864 - 1865 Supervision 22,500 23,376 43,800 29,400 45,500 Chemicals 462,564 642,373 664,300 664,300 675,000 Labor 224,522 247,244 245,100 244,200 239,800 Miscellaneous 206,057 221,282 200,000 200,000 290,300 Utility Charges 159,762 581,835 356,000 270,000 285,000 Maintenance-Supervision 35,989 37,685 37,500 38,600 39,300 Maintenance-Structures 330,178 247,495 330,000 251,300 280,000 Maintenance-Treatment Equip 0 0 5,000 5,000 0 TOTAL WATER TREATMENT 1,441,572 2,001,290 1,881,700 1,702,800 1,854,900 TRANSMISSION & DISTRIBUTION - 1866-1867 Supervision 120,125 131,839 126,400 128,900 134,800 Storage Facilities 19,673 10,006 13,400 9,000 9,000 Lines Expense 14,530 19,544 30,100 30,900 31,500 Meter Expense 25,362 31,075 2,100 30,000 30,000 Miscellaneous 203,432 188,987 193,000 199,700 213,500 Rents 595 595 700 600 600 Maintenance-Mains 631,757 802,266 621,000 571,100 634,400 Maintenance-Services 584,500 461,369 393,000 453,600 418,700 Maintenance-Meters 142,421 151,839 271,300 264,600 274,400 Maintenance-Hydrants 66,698 56,621 44,200 41,500 43,000 Maintenance-Reservoirs 0 3,900 3,200 0 0 Maintenance-Structures 65,192 26,460 50,000 50,000 283,000 Maintenance-Miscellaneous 14,423 12,641 20,500 30,000 10,000 TOTAL TRANSMISSION & DISTRIBUTION 1,888,708 1,897,142 1,768,900 1,809,900 2,082,900 ACCOUNT: 541-0000-0000-00000 FUND: WATER UTILITY FUNCTION: WATER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED CUSTOMER SERVICE - 1890 Supervision 14,796 21,694 21,500 21,300 21,800 Meter Reading Expense 14,182 6,552 7,800 3,800 3,900 Records & Collections 226,931 237,904 250,000 245,200 247,300 TOTAL CUSTOMER SERVICE 255,909 266,150 279,300 270,300 273,000 GENERAL & ADMINISTRATIVE - 1892-1893 Labor 137,981 125,281 133,100 135,400 130,700 Accounting Loss/Debt Refinancing 0 11,403 0 0 0 Office Supplies and Expenses 25,530 20,771 26,000 43,700 46,500 Outside Services 63,812 76,994 82,000 75,000 76,000 Property Insurance 54,533 54,442 65,000 65,000 67,500 Injuries & Damages 32,600 30,500 31,200 31,200 32,300 Pension Cost 168,232 139,583 137,600 134,100 136,900 Health & Accident 439,025 517,282 657,100 586,000 560,300 Life Insurance 4,740 4,860 5,000 5,700 5,400 Other Benefits 613 1,434 4,900 0 46,200 Retirement - Prior Service 0 10,490 31,500 31,500 31,500 Regulatory Expense 1,178 4,817 5,000 5,000 5,000 Miscellaneous General 461 0 0 0 0Miscellaneous General 461 0 0 0 0 TOTAL GENERAL & ADMINISTRATIVE 928,705 997,857 1,178,400 1,112,600 1,138,300 TAXES Social Security Tax 130,374 142,066 156,200 154,700 159,100 Real Estate Tax 972,247 968,104 980,000 1,000,000 1,000,000 TOTAL TAXES 1,102,621 1,110,170 1,136,200 1,154,700 1,159,100 ACCOUNT: 541-0000-0000-00000 FUND: WATER UTILITY FUNCTION: WATER UTILITY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget PW Utility Bureau Manager 0.50 0.50 0.50 47,108 47,358 48,306 Environmental Compliance Manager 0.00 0.50 0.50 40,425 10,106 41,233 Water Filtration Plant Division Manager 1.00 1.00 1.00 74,935 75,942 77,461 Water Distribution Division Manager 1.00 1.00 1.00 70,379 70,550 73,809 Assistant Water Distribution Division Manager 1.00 1.00 1.00 56,030 56,354 59,004 Plant Electrician 1.00 1.00 1.00 55,793 55,862 57,368 Filtration Plant Electrical Mech Tech 2.00 2.00 2.00 109,806 111,806 114,042 Maintenance Mechanic 2.00 2.00 2.00 104,997 120,257 98,449 Water Filtration Operator 5.00 5.00 5.00 239,828 250,042 257,521 Water Meter Service Worker 4.00 4.00 4.00 192,844 193,856 197,732 Lead Water Equipment Operator 1.00 1.00 1.00 52,108 53,108 54,170 Lead Water Maintenance Worker 4.00 4.00 4.00 207,066 212,158 216,400 Water Maintenance Worker 5.00 5.00 5.00 240,815 242,320 247,165 Secretary 2.00 2.00 2.00 76,581 75,517 73,355 Environmental Health Specialist 1.00 1.00 1.00 54,540 54,608 57,128 Part-time 0.00 1.00 0.00 14,300 5,141 5,244 Overtime 72,420 51,520 57,500 Pay For Performance 0 26,330 26,330 Employees Shared with Sewer and/or Storm Water 0 0 Water Meter Reader Service Person 0.50 0.50 0.50 24,239 24,232 24,717 Civil Engineer 0.33 0.33 0.33 21,052 21,382 21,810 Civil Engineer Technician 0.33 0.33 0.33 14,175 17,781 18,137 Engineering Specialist 0.33 0.66 0.33 32,337 14,221 14,868 Utility Locator 0.33 0.00 0.33 0 14,341 11,291 GIS Administrator 0.20 0.20 0.20 12,105 12,305 12,551 Plumbing Inspector 0.50 0.50 0.50 24,392 24,487 25,647 Building Maintenance Custodian 1.00 1.00 1.00 36,230 20,758 23,170 Account Clerk II 0.33 0.33 0.33 13,481 13,784 14,060 TOTAL PERSONNEL 34.35 35.85 34.85 1,887,986 1,876,126 1,928,468 BENEFITS ON ABOVE: Health Insurance 6306 614,158 554,827 520,000 Retirement Fund 6304 127,411 124,481 126,934 Life Insurance 6310 4,655 5,285 5,036 Social Security 6302 144,787 141,511 147,528 Retirement - Prior Service 31,468 31,468 31,468 Income Continuation Insurance 6312 4,509 0 4,579 TOTAL BENEFITS 926,988 857,572 835,545 ADMINISTRATIVE SERVICES: Director of Finance (1/4) 26,700 26,647 27,180 Finance Utilities Division Manager(1/3)21,300 21,281 21,707 Account Clerk II (1/2)20,500 20,676 21,090 Account Clerk II (1/10)4,100 4,034 4,115 Account Clerk I (1/3)11,400 10,155 9,544 Account Clerk II (1/5)8,100 8,069 8,230 Cashier (1/3)12,800 12,752 12,862 Safety Risk Management Officer (1/3)20,900 20,892 21,707 Director of Public Works (1/5)25,200 27,478 23,603 Part-Time 0 0 0 Benefits 65,200 54,122 67,220 TOTAL ADMIN. SERVICES 0 0 0 216,200 206,106 217,258 GRAND TOTAL 34.35 35.85 34.85 3,031,174 2,939,804 2,981,271 PERSONNEL SCHEDULE ENTERPRISE FUND:DEPARTMENT:ACCOUNT: SEWER UTILITY PUBLIC WORKS 551-XXXX-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 9,328,871 10,099,709 10,926,650 10,865,270 11,383,598 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 9,937,638 11,607,946 10,873,200 11,452,700 12,402,976 Miscellaneous 1,591,845 1,591,846 174,800 181,500 192,954 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:11,529,483 13,199,792 11,048,000 11,634,200 12,595,930 2,200,612 3,100,083 121,350 768,930 1,212,332 55,321,797 58,421,880 56,575,197 59,190,810 60,403,142 City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Net Assets: Budget Variances: Mission Statement: To protect public health and the water environment by providing high quality and cost- effective wastewater treatment services for the community. 1 2 . . . . . . . Mission Statement:effective wastewater treatment services for the community. Objectives to be Accomplished Next Year: Create program to address clear water problems on private property. Finalize 1012-1016 Wi Discharge Permit for treatment plant, including phosphorus issues,- ongoing due to legal challenge to permit for phosphorus limit and total maximum daily load development for Upper Fox River and Lake Winnebago. Develop formal asset management plan for Wastewater Plant Assets Links to City Strategic Plan: Complete analysis of system upgrades for sewer/pump station facilities Snell Road Walter St. Significant Accomplishments: Begin construction upgrades to controls, influent pumps and aeration blowers (NO 13 - 24). Complete study of Waukau Ave. pump station capacity-Waukau area sewer system being evaluated for possible elimination of this lift station 2012 Actual 2013 Actual 2014 Actual Trend Comment Footage of Sewers Jetted 646,562 582,572 849,461 Increasing Includes mains maintained more than once per year. This will be covered with the 2015 report. # of Calls for Back-ups 199 100 161 variable 2012 rain event 5.27 inches in 24 hours. 2014 frozen laterals due to deep frost. Score from WI DNR 142 148 145 Stable Annual Report Contact Information:James Rabe, Director of Public Works - (920) 236-5065; Email - jrabe@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Increase Sanitary Sewer Maintenance Goal: Maintain Proper Operation of Treatment Plant ACCOUNT: 551-0000-0000-00000 FUND: SEWER UTILITY FUNCTION: SEWER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED OPERATING REVENUES Sewage Service 9,656,292 11,206,475 10,522,800 11,081,700 12,004,800 Miscellaneous Service 2,265 71,989 20,000 43,900 43,900 Pretreatment Program 82,676 90,415 90,400 88,400 95,764 Septic Haulers 196,405 239,067 240,000 238,700 258,512 Other Sewer Service Charges 0 TOTAL OPERATING REVENUES 9,937,638 11,607,946 10,873,200 11,452,700 12,402,976 OPERATING EXPENSES Sanitary Sewer 1,787,142 1,994,120 1,942,800 1,997,400 2,086,400 Pumping Stations 525,718 525,031 582,550 528,000 544,500 Disposal Plant 2,936,616 3,127,808 3,589,100 3,627,300 3,816,200 Solid Disposal 886,132 1,021,880 992,900 1,001,800 937,700 Laboratory 103,512 105,524 111,400 117,800 117,100 Maintenance 805,031 980,251 971,500 985,400 1,030,733 General & Administrative 663,429 635,012 611,000 607,100 623,800 Meter Reading 439,392 492,594 492,400 518,800 529,800 Pretreatment Program 54,675 52,989 110,300 53,100 77,350 TOTAL OPERATING EXPENSES 8,201,647 8,935,209 9,403,950 9,436,700 9,763,583 OPERATING PROFIT/(LOSS) 1,735,991 2,672,737 1,469,250 2,016,000 2,639,393 NON-OPERATING REVENUES Interest Income 36,709 35,094 36,800 43,500 43,500 Contrib Capital Income 0 523,946 0 0 0 Amort of Grant - Sewer 0 195,339 0 0 0 Gain on Debt Refinancing 51,936 80,938 0 0 0 Late Charges 143,160 145,340 138,000 138,000 149,454 NET NON-OPERATING REVENUE 231,805 980,657 174,800 181,500 192,954 NON-OPERATING EXPENSE Interest Expense 1,127,224 1,164,500 1,522,700 1,428,570 1,620,015 NET PROFIT/(LOSS)840,572 2,488,894 121,350 768,930 1,212,332 PRINCIPAL PAYMENT ON DEBT 3,634,361 2,811,501 2,885,620 2,895,620 3,379,693 DEPRECIATION 2,864,559 2,962,483 2,925,300 2,957,500 2,985,000 DEBT COVERAGE RATIOS:REQUIREMENT = 1.10 for Revenue Debt / 1.00 Total Debt Amount Available for Debt Service 4,832,355 6,615,877 4,569,350 5,155,000 5,817,347 Debt Service Revenue Debt 3,278,599 3,586,248 2,879,682 2,843,844 3,571,671 Debt Ratio 1.474 1.845 1.587 1.813 1.629 Debt Service Total Debt 4,761,585 5,152,860 4,408,320 4,324,190 4,999,708 Debt Ratio 1.015 1.284 1.037 1.192 1.164 ACCOUNT: 551-0000-0000-00000 FUND: SEWER UTILITY FUNCTION: SEWER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED SANITARY SEWER Labor 144,509 150,383 144,700 161,000 164,600 Retirement Benefits 22,216 22,696 20,700 22,300 21,100 Insurance Benefits 49,891 58,896 66,300 65,400 60,300 Contractual Services 174,390 239,594 230,000 230,000 330,000 Repairs to Motor Vehicles 17,354 16,649 26,300 21,000 22,000 Maint Mach/Equip/Bldg/Struct 0 4,677 1,000 1,000 1,000 Building Rent 550 550 600 600 600 Chemicals 0 45 0 0 0 Miscellaneous 5,690 4,569 10,000 5,000 6,000 Legal Fees 86,666 106,981 90,000 125,000 100,000 Diesel Fuel 26,028 31,678 32,000 21,500 28,100 Supplies and Repair Parts 25,126 37,852 40,000 31,300 33,200 Sewer Maintenance Supplies 22,941 4,179 3,500 4,300 4,300 Stone/Gravel/Concrete/Asphalt 13,750 25,126 20,000 18,800 25,000 Depreciation 1,198,031 1,290,245 1,257,700 1,290,200 1,290,200 TOTAL SANITARY SEWER 1,787,142 1,994,120 1,942,800 1,997,400 2,086,400 PUMPING STATIONS - 1930 Labor 85,755 62,581 66,300 59,400 60,700 Repair Parts 16,754 21,314 20,000 18,000 20,000 Gas & Oil 0 480 0 0 0 Heat 26,676 30,506 35,000 30,000 35,000 Equipment Rental 0 0 500 250 250 Postage 0 73 150 50 50Postage0731505050 Professional Services 2,048 14,628 2,000 1,000 1,200 License & Permit 50 0 0 0 0 Office Supplies 107 0 0 0 0 Other Supplies 1,201 2,317 1,300 1,000 1,100 Telephone 1,358 1,627 1,600 2,000 2,300 Chemicals 85,010 56,731 135,000 100,000 100,000 Water 4,911 4,998 6,000 7,900 10,000 Storm Water 1,770 2,133 2,400 2,400 2,600 Supplies and Repair Parts 18,829 43,345 30,000 20,000 22,000 Power & Light 87,417 82,142 89,000 80,000 83,200 Insurance 4,415 3,010 3,800 3,200 3,300 Depreciation 189,417 199,146 189,500 202,800 202,800 TOTAL PUMPING STATIONS 525,718 525,031 582,550 528,000 544,500 DISPOSAL PLANT - 1940 - Liquid 1941 - Solid Labor 647,333 727,916 800,600 761,500 819,100 Retirement Benefits 99,351 109,760 117,400 108,800 115,500 Insurance Benefits 157,767 215,959 263,100 249,700 236,200 Repair Parts 184,509 237,188 200,000 190,000 198,000 Office Supplies 3,298 4,165 6,000 3,600 4,000 Gas & Oil 4,559 1,978 2,200 2,800 3,000 ACCOUNT: 551-0000-0000-00000 FUND: SEWER UTILITY FUNCTION: SEWER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED Heat 120,821 119,173 139,000 125,000 139,000 Chemicals 224,118 173,368 250,000 320,000 250,000 Cont Svcs/Eng & Consulting Fees 63,878 40,472 302,500 302,500 460,000 Tools 2,388 867 600 3,000 3,000 Other Supplies 13,098 14,844 13,000 17,000 18,000 Telephone 2,105 2,178 2,200 1,900 2,100 Water 16,650 12,306 13,500 21,300 24,500 Storm Water 13,090 15,788 16,600 17,800 20,300 Power & Light 476,263 531,530 555,000 555,000 577,200 Car Allowance 160 0 300 0 0 Conference & Training 6,833 12,691 10,000 10,000 11,000 Insurance 32,706 34,969 30,100 35,200 40,000 Depreciation 791,123 793,577 791,100 794,000 794,000 Dues 2,064 4,376 5,000 4,500 5,000 Equipment Rental 1,103 2,874 600 25,000 15,000 Clothing 44 91 300 300 300 Miscellaneous 1,354 957 3,000 3,000 3,000 Fees & Permits 72,001 70,781 67,000 75,400 78,000 TOTAL DISPOSAL PLANT 2,936,616 3,127,808 3,589,100 3,627,300 3,816,200 SOLID DISPOSAL - 1941 Labor 147,291 176,927 151,300 157,000 160,000 Retirement Benefits 22,706 25,160 21,600 22,500 22,700 Insurance Benefits 41,521 51,619 57,600 46,600 43,400 Repair Parts 0 12 0 0 0Repair Parts 0 12 0 0 0 Gas & Oil 25 251 300 100 100 Chemicals 8,330 89,725 75,000 75,000 75,000 Insurance 7,468 8,501 7,700 8,700 9,900 Contractual Services 70,504 54,626 70,000 70,000 0 Depreciation 440,441 441,466 440,400 441,500 441,500 Maintenance 1,524 8,516 15,300 13,400 15,000 Equipment Rental 0 0 0 0 0 Miscellaneous 1,629 4,651 2,300 5,000 5,000 Special Services 134,604 150,830 138,000 151,900 155,000 Uniforms 0 0 100 100 100 Supplies 10,089 9,596 13,300 10,000 10,000 TOTAL SOLID DISPOSAL 886,132 1,021,880 992,900 1,001,800 937,700 LABORATORY - 1945 Labor 56,600 59,343 60,500 61,600 62,800 Retirement Benefits 8,626 8,879 8,700 8,900 8,900 Insurance Benefits 18,185 20,858 23,550 23,500 21,500 Repairs 3,379 745 2,300 5,000 4,000 Chemicals 6,586 5,132 5,800 7,100 7,800 Other Supplies 4,907 5,342 4,100 6,000 6,000 ACCOUNT: 551-0000-0000-00000 FUND: SEWER UTILITY FUNCTION: SEWER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED Insurance 2,864 2,851 3,400 3,000 3,400 Depreciation 1,938 2,003 2,100 2,000 2,000 Office Supplies 20 80 250 100 100 Tools & Shop Supplies 137 17 200 100 100 Professional Services 270 274 500 500 500 TOTAL LABORATORY 103,512 105,524 111,400 117,800 117,100 MAINTENANCE - 1946 Labor 391,566 459,569 472,200 474,200 493,800 Retirement Benefits 73,484 78,137 77,000 76,300 78,200 Insurance Benefits 81,640 107,339 140,200 132,600 121,700 Motor Vehicle Expense 5,096 2,358 5,000 5,000 5,000 Contractual Services 13,439 34,572 13,500 10,000 11,000 Gas & Oil 10,283 10,335 12,000 12,000 12,000 Minor Equipment 917 5,283 5,000 2,500 3,000 Office Supplies 1,157 1,167 1,400 1,000 1,200 Other Supplies 1,985 5,874 1,600 7,000 4,000 Repairs/Maint 14,274 25,921 21,500 18,000 21,500 Insurance 19,692 22,078 31,200 22,300 27,333 Depreciation 189,959 223,654 189,900 223,700 251,200 Clothing 0 150 200 200 200 Miscellaneous 0 1,554 300 300 300 Equipment Rental 239 210 500 300 300 Conference & Training 1,300 2,050 0 0 0 TOTAL MAINTENANCE 805,031 980,251 971,500 985,400 1,030,733TOTAL MAINTENANCE 805,031 980,251 971,500 985,400 1,030,733 GENERAL & ADMINISTRATIVE - 1950 Labor 328,601 321,472 297,100 296,700 296,000 Retirement Benefits 47,687 57,017 41,500 77,700 73,900 Insurance Benefits 67,953 76,763 86,800 63,600 75,700 Acounting Loss/Debt Refinancing 0 25,034 0 0 0 Software Supplies 308 472 500 400 400 Office Supplies/Equipment 5,774 2,803 5,000 5,000 5,500 Postage 20,070 19,317 25,000 25,000 25,000 Computer Charges 46,204 46,900 47,500 50,000 50,000 Telephone 876 784 800 800 800 Contractual Services 3,501 1,080 3,000 1,500 2,000 Car Allowance 851 783 1,200 400 500 Maintenance Office Equipment 6,676 4,548 10,000 10,000 10,000 Professional Services 9,900 0 0 0 0 Advertising/Marketing 3,331 135 6,400 3,000 5,000 Other Supplies 73 0 0 0 0 Audit 6,563 5,813 8,000 6,500 7,000 Insurance 4,749 3,734 8,400 4,000 4,500 Uncollectable Accounts 21,357 3,755 5,000 4,000 4,000 Depreciation 53,650 12,392 54,600 3,300 3,300 Bond Issue Expense 34,895 52,550 10,000 55,000 60,000 Bond Service Fees 0 (750) 0 0 0 Conference & Training 0 0 0 0 0 Dues 410 410 200 200 200 TOTAL GENERAL & ADMINISTRATIVE 663,429 635,012 611,000 607,100 623,800 ACCOUNT: 551-0000-0000-00000 FUND: SEWER UTILITY FUNCTION: SEWER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED METER READING - 1951 Labor 11,456 5,888 24,200 24,300 24,800 Retirement Benefits 1,665 887 3,500 3,600 3,600 Insurance Benefits 6,990 8,626 9,700 9,300 8,800 Meter Repairs 390,143 446,173 435,000 450,000 460,000 Office Supplies 28,529 30,733 18,800 31,000 32,000 Insurance 609 287 1,200 600 600 TOTAL METER READING 439,392 492,594 492,400 518,800 529,800 PRETREATMENT PROGRAM - 1955 Professional Services 53,329 51,744 110,000 53,000 77,200 Maint Computer 1,105 1,160 0 0 0 Conference/Training 0 85 0 0 0 Safety Equipment 21 0 0 0 0 Office Supplies 220 0 300 100 150 TOTAL PRETREATMENT PROGRAM 54,675 52,989 110,300 53,100 77,350 ACCOUNT: 551-0000-0000-00000 FUND: SEWER UTILITY FUNCTION: SEWER UTILITY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget PW Utility Bureau Manager 0.50 0.50 0.50 47,108 47,358 48,306 Environmental Compliance Manager 0.00 0.50 0.50 40,425 10,106 41,233 Wastewater Treatment Plant Division Manager 1.00 1.00 1.00 75,955 76,955 78,494 Wastewater Maintenance Supervisor 1.00 1.00 1.00 71,415 72,415 73,864 Industrial / Electrical Technician 1.00 1.00 1.00 57,264 58,264 59,429 Pretreatment Coord.1.00 1.00 1.00 57,264 58,264 59,429 Chemist 1.00 1.00 1.00 59,883 60,883 62,101 Wastewater Plant Supervisor 1.00 1.00 1.00 60,317 60,459 63,118 Instrumentation/Electro Mechanical Tech 2.00 2.00 2.00 108,290 107,649 109,802 Maintenance Mechanic 6.00 6.00 6.00 301,672 294,436 311,421 Liquids Operator 2 8.00 8.00 8.00 391,812 384,314 401,406 Solids Operator 3.00 3.00 3.00 149,785 155,237 158,342 Sewage Plant Maintenance Worker 1.00 1.00 1.00 46,217 46,147 46,217 Equipment Operator II 3.00 3.00 3.00 143,348 144,189 147,073 Office Assistant 1.00 1.00 1.00 39,957 39,957 40,756 Employees shared w/ Water and/or Storm Water: Water Meter Reader Service Person 0.50 0.50 0.50 24,239 24,232 24,717 Civil Engineer 0.33 0.33 0.33 21,052 21,382 21,810 Utility Locator 0.33 0.00 0.33 0 14,341 11,291 Engineering Specialists 0.33 0.66 0.33 32,337 14,221 14,868 Civil Engineer Technician 0.33 0.33 0.33 14,175 17,603 17,955 Plumbing Inspector 0.50 0.50 0.50 24,392 24,487 25,647 Account Clerk II 0.33 0.33 0.33 13,686 13,784 14,060 GIS Administrator 0.20 0.20 0.20 12,105 12,305 12,551 Part time 0 0 0 Pay For Performance 0 19,040 19,040 Overtime 23,425 15,297 15,910 TOTAL PERSONNEL 33.35 33.85 33.85 1,816,123 1,793,325 1,878,840 BENEFITS FOR PLANT: Health Insurance 578,220 544,868 501,600 Retirement Fund 123,500 120,665 124,003 Life Insurance 4,400 5,207 5,296 Social Security 139,300 135,748 143,731 Retirement - Prior Service 33,600 33,800 33,800 Income Continuation Insurance 4,500 0 4,580 TOTAL BENEFITS 883,520 840,288 813,010 ADMINISTRATIVE SERVICES: PW Street Supervisor (3/4)48,100 48,122 50,343 Clerk Dispatcher (1/4)10,500 10,483 10,693 Director of Finance (1/4) 26,700 26,647 27,180 Finance Utilities Division Manager (1/3)21,300 21,281 21,707 Account Clerk II (1/4) 10,300 10,338 10,545 Account Clerk II (.15) 6,100 6,051 6,172 Account Clerk I (1/3) 11,400 10,155 9,544 Account Clerk II (1/5) 8,100 8,069 8,230 Collection/Cashier (1/3)12,800 12,752 12,862 Safety Risk Management Officer (1/3)20,100 20,892 21,707 Director of Public Works (1/5) 25,200 27,478 23,603 Benefits 88,900 77,816 91,179 TOTAL ADMIN. SERVICES 289,500 280,084 293,765 GRAND TOTAL 33.35 33.85 33.85 2,989,143 2,913,697 2,985,615 PERSONNEL SCHEDULE ENTERPRISE FUND:DEPARTMENT:ACCOUNT: STORM WATER UTILITY PUBLIC WORKS 561-XXXX-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 4,554,188 5,853,371 6,061,443 5,989,459 6,332,167 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 946,946 0 150,000 180,000 0 Fees & Charges 6,002,023 7,160,034 7,646,277 7,858,600 8,610,600 Miscellaneous 99,085 106,620 85,000 81,100 81,100 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:7,048,054 7,266,654 7,881,277 8,119,700 8,691,700 2,493,866 1,413,283 1,819,834 2,130,241 2,359,533 27,442,955 28,856,238 32,232,185 30,986,479 33,346,012 City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Net Assets: Budget Variances: Mission Manage storm water runoff in the City through flood control projects and water quality 1 2 3 4 5 . . . . . . . .Commence Johnson Creek Watershed Storm Water Management Plan Significant Accomplishments:Completed 9th & Washburn Area Wet Detention Basin Construct Libbey - Nicolet Watershed: North Main Street Area Wet Detention Basin Construct Glatz Creek Watershed Relief Sewer - Phase 2 Improve and Maintain Infrastructure / Storm Water Management Completed Design for Glatz Creek Watershed Relief Sewer - Phase 2 Objectives to be Accomplished Next Year: Improve quality of life assets Construct Fernau Ave. Watershed: North Main Street Area Wet Detention Basin Completed Design for Fernau Ave. Watershed: North Main St. Area Wet Detention Basin Completed Design for Libbey-Nicolet Watershed: North Main St. Area Wet Detention Basin Links to City Strategic Plan: Mission Statement: Manage storm water runoff in the City through flood control projects and water quality improvements (as required by WI DNR) 2012 Actual 2013 Actual 2014 Actual Trend Comment Excellent/Good %42.70%38.30%47.40%Increasing Projects Completed 2 2 1 James Road Area City Hall Armory Area Detention Basin Underground Detention Basin and Sawyer and Creek Dredging Airport Relief Sewer, Phase 1 Key Performance Measures Goals & Measures Goal: Complete two major storm water management projects per year Goal: Goal: Create positive review of storm water management per Citizen Survey Goal: Contact Information:James Rabe, Director of Public Works - (920) 236-5065; Email - jrabe@ci.oshkosh.wi.us ACCOUNT: 561-0000-0000-00000 FUND: STORM WATER UTILITY FUNCTION: STORM WATER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED OPERATING REVENUES User Charges 6,002,023 7,160,034 7,646,277 7,858,600 8,610,600 OPERATING EXPENSES Program Management 245,458 241,814 240,500 243,400 242,900 Engineering and Planning 426,046 383,695 552,470 446,700 528,300 Inspection and Enforcement 65,361 67,511 93,310 93,000 94,000 Operations and Maintenance 2,315,513 2,988,391 2,883,575 3,021,250 3,015,600 TOTAL OPERATING EXPENSES 3,052,378 3,681,411 3,769,855 3,804,350 3,880,800 OPERATING PROFIT/(LOSS) 2,949,645 3,478,623 3,876,422 4,054,250 4,729,800 NON-OPERATING REVENUES Interest Income 24,358 34,200 24,000 31,700 31,700 Late Charges 55,941 67,591 56,000 43,400 43,400 State Aid 946,946 0 150,000 180,000 0 Contributed Capital 0 2,209,136 0 0 0 Premium/Gain on Debt 0 0 0 0 0 Bond Discount & Cost 0 38,878 0 0 0 Miscellaneous Income 18,786 4,829 5,000 6,000 6,000 NET NON-OPERATING REVENUE 1,046,031 2,354,634 235,000 261,100 81,100 NON-OPERATING EXPENSE Discount on Debt 253,471 0 0 0 0 Interest Expense 1,501,810 2,171,960 2,291,588 2,185,109 2,451,367Interest Expense 1,501,810 2,171,960 2,291,588 2,185,109 2,451,367 NET PROFIT/(LOSS) 2,493,866 3,661,297 1,819,834 2,130,241 2,359,533 PRINCIPAL PAYMENT ON DEBT 1,998,434 2,413,014 2,861,829 2,866,844 3,243,913 DEPRECIATION 1,312,769 1,504,491 1,456,100 1,517,500 1,517,500 DEBT COVERAGE RATIOS:REQUIREMENT = 1.20 for Revenue Debt / 1.00 Total Debt Amount Available for Debt Service 5,308,445 7,337,748 5,567,522 5,832,850 6,328,400 Debt Service Revenue Debt 2,396,810 3,460,867 4,037,675 4,037,675 4,732,164 Debt Ratio 2.215 2.120 1.379 1.445 1.337 Debt Service Total Debt 3,500,244 4,584,974 5,153,417 5,051,953 5,695,280 Debt Ratio 1.517 1.600 1.080 1.155 1.111 ACCOUNT: 561-0000-0000-00000 FUND: STORM WATER UTILITY FUNCTION: STORM WATER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED PROGRAM MANAGEMENT Labor 182,656 178,282 157,800 158,100 156,800 Retirement Benefits 27,036 26,003 24,400 24,200 22,400 Insurance Benefits 32,740 36,561 32,700 35,500 38,100 Engineering and Consulting Fees 2,380 80 25,000 25,000 25,000 Other Materials & Supplies 0 298 0 0 0 Office Supplies 646 590 600 600 600 TOTAL PROGRAM MANAGEMENT 245,458 241,814 240,500 243,400 242,900 ENGINEERING AND PLANNING Labor 232,714 228,321 297,100 232,600 294,300 Retirement Benefits 35,922 34,346 46,270 32,900 41,000 Insurance Benefits 46,482 49,330 81,800 52,600 63,200 Computer Maintenance 1,000 240 1,100 1,100 1,100 Engineering and Consultants 105,526 62,535 114,200 114,200 115,000 Telephone 3,067 775 600 1,200 1,400 Conference and Training 745 2,332 5,000 5,000 5,000 Minor Equipment 0 1,115 2,500 2,500 2,500 Licenses and Dues 590 3,772 3,400 4,100 4,300 Office Supplies 0 929 500 500 500 TOTAL ENGINEERING AND PLANNING 426,046 383,695 552,470 446,700 528,300 INSPECTION AND ENFORCEMENT Labor 56,634 58,676 58,700 58,900 60,000 Retirement Benefits 8,727 8,835 9,210 8,700 8,600 Engineering and consulting 0 0 20,400 20,400 20,400 Minor Equipment 0 0 5,000 5,000 5,000Minor Equipment 0 0 5,000 5,000 5,000 Licenses and Permits 0 0 0 0 0 TOTAL INSPECTION AND ENFORCEMENT 65,361 67,511 93,310 93,000 94,000 OPERATIONS AND MAINTENANCE Labor 224,274 336,664 316,500 312,700 322,000 Part Time Labor 0 0 5,000 6,600 10,300 Retirement Benefits 35,434 51,053 50,590 54,700 55,900 Insurance Benefits 50,302 116,105 129,000 134,300 123,600 Accounting Loss/Debt Refinancing 0 16,076 0 0 0 Contractual Services 5,573 15,679 11,000 31,000 60,000 Auto Allowance 1,814 1,510 2,000 1,800 2,000 Advertising/Marketing 0 0 2,000 2,000 2,000 Audit Expense 6,563 5,813 7,000 7,000 7,000 Computer Service Charges 46,204 46,900 47,500 49,200 50,000 Repairs to Motor Vehicles 21,459 22,842 31,600 31,600 33,000 Maint/Mach/Equip/Bldg/Struct 2,395 97,557 57,000 100,000 100,000 Maintenance Computer Software 5,822 5,546 10,000 6,500 7,000 Equipment Rental 239 210 500 300 300 Special Services 172,587 329,428 214,525 250,000 220,000 Engineering & Consultants 36,731 27,605 46,600 74,700 50,000 Legal Professional Fees 11,395 36,648 34,300 30,000 31,000 Conference and Training 0 0 500 100 200 Membership Dues 110 110 110 300 300 Misc Contractual Services 1,225 0 250 250 250 Uncollectible Accounts 5,129 1,152 1,200 1,200 1,200 Utility Services 11,502 12,034 13,000 13,000 14,000 ACCOUNT: 561-0000-0000-00000 FUND: STORM WATER UTILITY FUNCTION: STORM WATER UTILITY 2013 2014 2015 2015 2016 ACTUAL ACTUAL BUDGET ESTIMATE PROPOSED Comp Liability 5,721 5,595 5,500 5,600 5,900 Vehicle Insurance 2,481 1,941 2,700 2,000 2,700 Licenses and Permits 8,000 8,000 8,000 8,100 8,100 Land fill Fees 48,329 56,435 80,000 80,000 80,000 Clothing 300 474 500 1,000 1,000 Office Supplies 21,722 20,968 20,000 20,000 20,500 Software Supplies 308 986 1,500 700 1,000 Diesel Fuel 38,871 35,352 42,500 38,000 40,000 Motor Oil 0 84 200 100 100 Supplies and Repair Parts 61,239 98,491 98,000 75,000 80,000 Tires/Tubes 690 0 3,000 500 750 Sewer Maintenance Supplies 23,442 861 15,000 4,000 5,000 Chemicals 0 0 0 0 0 Tools 24 213 100 500 500 Street Sweeping Supplies 9,284 11,007 15,000 20,000 15,000 Minor Equipment 2,496 4,239 12,200 3,000 8,500 Stone/Gravel/Concrete/Asphalt 62,762 61,162 70,100 65,000 66,000 Other Materials and Supplies 9,282 3,468 3,000 3,000 3,000 Depreciation 1,312,769 1,504,491 1,456,100 1,517,500 1,517,500 Bond Issue 69,035 51,692 70,000 70,000 70,000 TOTAL OPERATIONS AND MAINTENANCE 2,315,513 2,988,391 2,883,575 3,021,250 3,015,600 ACCOUNT: 561-0000-0000-00000 FUND: STORM WATER UTILITY FUNCTION: STORM WATER UTILITY Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp. Expend. Budget Civil Engineering Supervisor 1.00 1.00 1.00 80,214 80,214 81,818 Civil Engineer 1.34 1.34 1.34 94,968 95,808 97,725 Senior Civil Engineer 1.00 1.00 1.00 74,914 12,486 76,412 Civil Engineer Technician 1.00 1.00 1.00 53,863 54,863 55,960 Utility Locator 0.00 0.00 0.34 0 5,632 11,633 Civil Engineer Technician 0.00 0.34 0.00 14,605 0 0 Engineering Specialist 0.34 0.34 0.34 15,350 23,795 15,319 Lead Equipment Operator 5.00 5.00 5.00 239,083 240,266 245,071 Account Clerk II 0.33 0.33 0.33 13,686 13,784 14,060 GIS Administrator 0.20 0.20 0.20 12,105 12,305 12,551 Office Assistant 0.30 0.30 0.30 10,869 6,686 8,549 Part - Time Summer Help 5,000 6,600 10,300 Overtime 23,000 11,748 12,200 Pay for Performance 0 2,625 2,625 Health Insurance 190,365 166,163 167,100 Retirement 43,021 37,916 41,839 Social Security 48,841 42,656 49,283 Retirement - Prior Servive 10,070 10,100 10,100 Life Insurance 779 1,084 1,109 Income Continuation Insurance 1,424 0 1,450 TOTAL PERSONNEL 10.51 10.85 10.85 932,157 824,731 915,104 ADMINISTRATIVE SERVICES PW Street Supervisor (3/4)48,100 48,172 50,390 Public Works Clerk Dispatcher (1/4)10,500 10,483 10,693 Director of Finance (1/4)26,700 26,647 27,180 Finance Utilities Division Manager (1/3)21,300 21,281 21,707 Account Clerk II (1/4)10,300 10,338 10,545 Account Clerk II (1/10)4,100 4,034 4,115 Account Clerk I (1/3)11,400 10,155 9,544 Account Clerk II (1/5)8,100 8,069 8,230 Cashier (1/3)12,800 12,752 12,862 Asst. Dir.Public Works/ City Engineer (1/3)33,100 36,042 34,108 Director of Public Works (1/5)25,200 27,478 23,603 Fringes 89,300 86,666 91,776 TOTAL ADMIN. SERVICES 300,900 302,117 304,753 TOTAL PERSONNEL 10.51 10.85 10.85 1,233,057 1,126,848 1,219,857 PERSONNEL SCHEDULE 2016 BUDGET POLICE PENSION FUND Police Pension Obligation 27,700 Less Revenues Interest on Investments 2,200 TOTAL 25,500 Surplus Applied 25,500 BUDGET APPROPRIATION 0 2016 BUDGET FIRE PENSION FUND Fire Pension Obligation 25,400 Less Revenues Interest on Investments 900 TOTAL 24,500 Surplus Applied 24,500 BUDGET APPROPRIATION 0 This page intentionally left blank. FUND:FUNCTION:DEPARTMENT:ACCOUNT: SAFETY & WORKER COMPENSATION SAFETY & WORKER COMPENSATION ADMINISTRATIVE SERVICES 603-0909-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 327,916 617,252 458,800 450,100 474,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 20,400 20,400 20,400 20,400 17,700 Grants & Aids 0 0 0 0 0 Fees & Charges 44,928 60,405 63,600 48,700 66,000 Miscellaneous 349,000 326,000 333,500 347,000 346,200 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:414,328 406,805 417,500 416,100 429,900 86,412 (210,447)(41,300)(34,000)(44,900) 560,430 349,983 402,630 315,983 271,083 1 2 . . . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Injury cost by year $184,681 $433,594 $239,545 None Spike in 2013 aside, costs are diminishing. Recordable injuries Reduced injuries by year 63 52 46 Down increases work availability. Current Net Surplus/Deficit: Objectives to be Accomplished Next Year:Evaluate Occ Health option related to employee care. Ending Fund Balance: Significant Accomplishments:Completed city-wide confined space entry, forklift certifications, and active shooter training (w/OPD). Began to develop safety training videos for employee use via City intranet. Create safety related on-boarding video for new employee orientation. Continue to expand safety training videos for employee use via City intranet. City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:6481 - stop-loss premium increase. Mission Statement: The function of Safety is to provide a safe workplace for our employees, to comply with Department of Commerce regulations (including safety education of all employees) and to manage the City's worker compensation claims. Worked in conjunction with Park Dept. to conduct comprehensive safety audit of Men. Park Zoo. Links to City Strategic Plan:Develop an effective, high performing government. Goals & Measures Goal: Strengthen our financial position and capabilities Contact Information:Paul Greeninger, Safety Officer, pgreeninger@ci.oshkosh.wi.us Goal: Develop a performance culture Key Performance Measures ACCOUNT:603-0909-XXXX-XXXXX FUND: FUNCTION: DEPARTMENT:ADMINISTRATIVE SERVICES 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Payroll - Direct Labor 6106-00000 Workers Compensation 0 (671)0 0 0 6102-00000 Regular Pay 57,120 61,251 62,600 63,700 65,600 TOTAL PAYROLL - DIRECT LABOR 57,120 60,580 62,600 63,700 65,600 Payroll - Indirect Labor 63xx-00000 Payroll - Indirect Labor 11,419 33,670 32,600 9,300 31,900 TOTAL PAYROLL - INDIRECT LABOR 11,419 33,670 32,600 9,300 31,900 Account-Project Contractual Services 6401-00000 Contractual Services 42,703 69,277 45,000 45,000 45,000 6402-00000 Auto Allowance 0 0 0 0 0 6448-00000 Special Services 155,385 394,230 250,000 250,000 250,000 6458-00000 Conference & Training 1,055 943 1,100 1,100 1,100 6460-00000 Membership Dues 1,085 1,085 1,000 1,100 1,100 TOTAL CONTRACTUAL SERVICES 200,228 465,535 297,100 297,200 297,200 Utilities 6475-00000 Telephones 0 0 0 0 200 TOTAL UTILITIES 0 0 0 0 200 Fixed Charges 6481-00000 Workers Compensation 53,434 52,329 60,000 73,400 73,400 6499-00000 Misc Fixed Charges 5,447 4,912 5,700 5,700 5,700 TOTAL FIXED CHARGES 58,881 57,241 65,700 79,100 79,100 Materials & Supplies 6505-00000 Office Supplies 92 46 200 200 200 6510-00000 Employee Training Materials 0 0 200 200 200 6537-00000 Safety Equipment 62 0 200 200 200 6557-00000 Medical Supplies 114 180 200 200 200 6589-00000 Other Materials & Supplies 0 0 0 0 0 TOTAL MATERIALS & SUPPLIES 268 226 800 800 800 TOTAL SAFETY & WORKER COMP 327,916 617,252 458,800 450,100 474,800 SAFETY & WORKER COMPENSATION SAFETY & WORKER COMPENSATION ACCOUNT: 603-XXXX-XXXX-XXXXX FUND: SAFETY & WORKER COMPENSATION FUNCTION: SAFETY & WORKER COMPENSATION DEPARTMENT: ADMINISTRATIVE SERVICES Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Safety & Risk Management Officer 1 1 1 62,600 62,700 65,100 Merit Pool - 1% of PFP Range 6102 0 1,000 500 Overtime/Comp/199 6102 0 0 0 Health Insurance 6306 23,400 0 22,200 Retirement 6304 4,300 4,300 4,300 Social Security 6302 4,800 4,800 5,000 Life Insurance 6310 100 200 200 Income Continuation Insurance 6312 0 0 200 TOTAL PERSONNEL 1 1 1 95,200 73,000 97,500 PERSONNEL SCHEDULE This page intentionally left blank. SPECIAL FUND:DEPARTMENT:ACCOUNT: SENIOR CENTER REVOLVING SENIOR SERVICES 201-0760-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 49,533 47,818 37,600 39,300 40,400 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 3,500 3,500 Fees & Charges 0 0 0 0 0 Miscellaneous 31,780 45,873 50,000 34,200 38,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:31,780 45,873 50,000 37,700 41,500 (17,753)(1,945)12,400 (1,600)1,100 28,127 26,182 49,080 24,582 25,682 1 2 3 4 5 . . . . . . . . . . . . Objectives to be Accomplished Next Year: Determine Phase 1 of North Building renovation; develop Internet Café in both buildings Create e-newsletter Expand programs geared towards "evidence based programming" and individuals ages 50-65 Oversight of Fisk Gallup distributions; creation of Facebook and FOSC website Evaluated Architectural Designs designs for North Building renovation Achieved 5 Year Reaccreditation with the Wisconsin Association of Senior Centers Realization of new fundraising dollars - Murder Mystery Dinner brought in $5k the first year Current Net Surplus/Deficit: Ending Fund Balance: Links to City Strategic Plan: Significant Accomplishments: Improve Quality of Life Assists through cutting edge programs and services for older adults. Improve Our City Buildings through the complete renovation of the north building. New programs - Senior Connects, Coffeehouse Music Night, StaySmart, Powerful Tools for Caregivers Promote and Develop Public/Private Partnerships. Develop an Effective, High Performing Center by establishing performance measures. Advisory Board of Directors Strategic Planning and addition of new board members Committee on Aging moving forward on "Senior Friendly Communities" efforts Foster additional collaborations and sponsorships; continue to work on rebranding City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:Exercise machines $2,500, Kitchen equipment $1,000 and Computers for Lab $1,000. Mission Statement:To enrich the lives of adults fifty and over. Expand fitness offerings by partnering with locate fitness facilities Engage and Educate Citizens about the Oshkosh Seniors Center. 2012 Actual 2013 Actual 2014 Actual Trend Comment # New Participants 594 Increasing # Active Participants 3,012 3,236 4,281 Increasing # Participant Visits 555,011 57,999 56,284 Static Not checking in # Partner Visits 21,737 21,057 13,194 Decreasing Meal site #s decreasing Avg. # Daily Programs 18 20 21 Increasing Very busy place # Seniors Learning to Connect to On-line Resources 100 Increasing "Senior Connects" - New # New Programs/Activities 12 23 22 Increasing Aggressive # Specialty Programs 114 23 42 Increasing Creative # Community Partners 255 328 Increasing Very connected # of Volunteers 326 364 Increasing # of Volunteer Hours 27,200 28,600 24,238 Static Not logging in hours Value of Hours $495,000 $520,200 $440,800 Static See above Total # of Fundraisers 8 8 9 Increasing Dollars Raised $30,000 $33,000 $52,000 Increasing Very strong # Friends Supporters 810 918 969 Increasing Total # of Rentals 26 28 27 Increasing Goal: Enhance the Volunteer program at the Center Goal: Increase number of outside funding sources Contact Information:Senior Services Manager - Mark Ziemer - mziemer@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Increase the number of people served by the Seniors Center Goal: Expand programming to meet the needs of the senior population SPECIAL FUND:DEPARTMENT:ACCOUNT: BICYCLE FUND TRANSPORTATION 207-0211-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,716 968 2,000 0 2,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 516 369 400 400 400 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:516 369 400 400 400 (1,200)(599)(1,600)400 (1,600) 15,354 14,755 13,854 15,155 13,555 1 2 3 . . . . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Number of miles of designated facilities 4.24 6.84 9.3 Contact Information:Darryn Burich, Planning Manager PH: 236-5061 Key Performance Measures Goals & Measures Goal: Develop a well-connected bicycle route system that links a variety of facilities together into a cohesive transportation system (both on and off-road). Links to City Strategic Plan: Objectives to be Accomplished Next Year: Prioritize 5-10 street bike route facility connections for painting and/or signing. Improve pad and bike crossing of WIOUWASH across Congress Avenue Significant Accomplishments:Prioritized 5 bike route facility connections for painting Tracked usage of Sawyer Street bike route with sensors. Improve Our Streets, Transit, Bike and Pedestrian Infrastructure. City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: The Bicycle Fund is used to support the goals and objectives of the City's Bicycle and Pedestrian Circulation Plan. This page intentionally left blank. SPECIAL FUND:DEPARTMENT:ACCOUNT: POLICE SPECIAL PUBLIC SAFETY 215-0211-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 68,056 47,421 40,200 86,900 21,350 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 5,139 78,106 23,500 41,909 12,300 Fees & Charges 0 0 0 0 0 Miscellaneous 11,311 11,510 6,500 35,100 3,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:16,450 89,616 30,000 77,009 15,300 (51,606)42,195 (10,200)(9,891)(6,050) (23,698)18,497 16,002 8,606 2,556 1 2 3 4 5 . . . . . . . . . . . . . Continue to apply for grants to support our Team Policing efforts, including enforcement Continue to apply for grants to purchase equipment to support our operations Grant funded overtime for Impaired Driver enforcement Strenthen Neighborhoods with crime prevention efforts City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: Significant Accomplishments: Objectives to be Accomplished Next Year: Grant funded overtime for Bicycle Safety enforcement Added a K9 Unit through private donation Grant funded equipment to enhance enforcement efforts Grant funded overtime for Speed enforcement Current Net Surplus/Deficit: Ending Fund Balance: The purpose of the funds is to provide separate accounting for proceeds from Federal and State Grants to be utilized for specific needs and according to grant requirements, as well as from donations or gifts for specific department needs. Links to City Strategic Plan: Replaced department scheduling software through grant funding 2012 Actual 2013 Actual 2014 Actual Trend Comment Raise >$4,000 $7,140 $5,640 $2,114 DOWN -$28,000 donation in 2015 Speeding Enf $35,000 $19,300 $0 DOWN -$10,000 in 2015 Alcohol Enf $35,000 $30,000 $22,000 DOWN -$25,000 in 2015 Seatbelt Enf $0 $18,800 $0 DOWN -$0 in 2015 JAG Equip. Grant $26,210 $25,079 $23,420 DOWN -$18,409 in 2015 Crime Prev costs $4,100 $7,000 $6,500 Not covered in budget Contact Information:Chief Scott Greuel (920) 236-5720 Goal: Obtain State or Federal Grants for overtime costs related to enforcement in priority public safety areas Goal: Fund Crime Prevention programming, education and materials independent of the budget Key Performance Measures Goals & Measures Goal: Raise funds independent of the budget to sustain the on-going Canine Unit costs Goal: SPECIAL FUND:DEPARTMENT:ACCOUNT: FIRE / SAFETY PUBLIC SAFETY 217-0230-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 42,567 68,462 71,300 57,590 51,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 47,413 67,510 64,600 64,600 64,600 Fees & Charges 1,258 2,031 0 0 0 Miscellaneous 100 852 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:48,771 70,393 64,600 64,600 64,600 6,204 1,931 (6,700)7,010 13,100 335,603 337,534 320,097 344,544 357,644 1 2 . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Objectives to be Accomplished Next Year: Added Three New Members to the Team Replaced Portable Weather Station Train Additional Team Members in Railroad Tank Car Response Contact Information:Fire Chief Tim Franz, (920) 236-5240 Key Performance Measures Goals & Measures Goal: Respond to hazardous materials incidents in contracted area of northeast Wisconsin in two hours or less 90% of the time. Current Net Surplus/Deficit: Ending Fund Balance: Links to City Strategic Plan: Significant Accomplishments:Implemented Contracted Coverage for Green Lake County Develop an Effective , High Performing Government City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The purpose of this funds is to support the operations of the hazardous materials regional and county response team and special fire prevention programs. Contract funds from the state and county for hazardous materials response as well as response charges for equipment and disposable supplies shall be deposited into this account. Donations for fire prevention activities shall also be deposited into this account. This account will be created as a revolving fund account. The Fire chief is authorized to expend funds in the account at his/her discretion with approval of the City Manager only for the purpose of the operations of the hazardous materials response team and special fire prevention activities. Strengthen Neighborhoods SPECIAL FUND:DEPARTMENT:ACCOUNT: EMS FIRE GRANT PUBLIC SAFETY 235-0230-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 7,793 6,865 5,000 17,100 5,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 11,966 14,441 6,000 6,000 6,000 Fees & Charges 0 0 0 0 0 Miscellaneous 400 0 0 2,564 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:12,366 14,441 6,000 8,564 6,000 4,573 7,576 1,000 (8,536)1,000 24,133 31,709 20,533 23,173 24,173 1 2 . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Develop an Effective , High Performing Government Current Net Surplus/Deficit: Ending Fund Balance: Links to City Strategic Plan: Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The purpose of this fund is to support and improve emergency medical services for the fire department. Grants from the Federal Assistance Program for EMS (FAP) shall be deposited in this account. This fund will be created as a revolving account. The Fire Chief is authorized to expend funds in this account at his/her discretion with approval of the City manager only for the purpose of the operations or improvements of emergency medical services. Strengthen Neighborhoods Contact Information:Fire Chief Tim Franz, (920) 236-5240 Key Performance Measures Goals & Measures Goal: Purchased and Placed Into Service Video Laryngoscopes Objectives to be Accomplished Next Year: Replace and Update Ambulance Equipment SPECIAL FUND:DEPARTMENT:ACCOUNT: POLICE ASSET FORFEITURE - STATE PUBLIC SAFETY 221-0211-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 14,316 17,215 5,000 15,800 3,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 11,401 0 0 0 0 Miscellaneous 0 5,314 5,000 16,400 3,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:11,401 5,314 5,000 16,400 3,000 (2,915)(11,901)0 600 0 11,723 (178)9,508 422 422 .None .Received ten (10) state forfeiture actions against drug offenders .Upgrade audio and video equipment in four (4) OPD interview rooms . .Continue to seize assets from criminals and pursue forfeitures when practical and within statutes . . 2012 Actual 2013 Actual 2014 Actual Trend Comment $ Amount of Seizure $3,780 $11,562 $23,685 UP + $ Amount to OPD $2,646 $8,093 $16,365 UP + $ Amount to OASD $1,134 $3,469 $7,320 UP + Contact Information:Chief Scott Greuel, (920) 236-5700 Current Net Surplus/Deficit: Ending Fund Balance: Key Performance Measures Goals & Measures Significant Accomplishments: Goal: Seize assets from criminals and successfully pursue federal or state forfeiture as allowed by statute Objectives to be Accomplished Next Year: City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The purpose of the State Asset Forfeiture fund is to provide a dedicated acccount for proceeds from state court ordered asset forfeitures. By statute this fund cannot be comingled with other funds and monies can only be used for permissible law enforcement purposes. This includes payment of required shares to the state designated school fund. Links to City Strategic Plan: SPECIAL FUND:DEPARTMENT:ACCOUNT: POLICE ASSET FORFEITURE - FEDERAL PUBLIC SAFETY 222-0211-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 6,100 4,837 0 31,300 0 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 6,100 4,900 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 31,400 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:6,100 4,900 0 31,400 0 0 63 0 100 0 0 63 63 163 163 City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: The purpose of the Federal Asset Forfeiture fund is to provide separate accounting for asset forfeiture proceeds from the US Department of Justice Equitable Sharing Program. To remain eligible to receive federal equitable sharing monies, this fund shall not be comingled with other funds and monies can only be used for permissible law enforcement purposes. Permissible uses are explained in the Federal Guide to Equitable Sharing for State and Local Law Enforcement Agencies. Current Net Surplus/Deficit: Ending Fund Balance: 1 . . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment $ Amount of Seizure $0 $6,100 $31,358 Increase +None anticipated in 2016 Law Enforcement Agencies. Links to City Strategic Plan:None Purchased five (5) Panasonic Toughbook mobile squad computers as replacements Significant Accomplishments:Received Four (4) court ordered Federal forfeitures against felony drug offenders Contact Information:Chief Scott Greuel, (920) 236-5700 Key Performance Measures Goals & Measures Goal: Seize assets from criminals and successfully pursue federal or state forfeiture as allowed by statute Objectives to be Accomplished Next Year: No Federal Asset forfeitures anticipated in 2016 due to changes in the law SPECIAL FUND:DEPARTMENT:ACCOUNT: MUSEUM MEMBERSHIP MUSEUM 227-1070-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 29,070 110,609 21,500 20,725 17,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 19,467 94,748 22,000 30,000 25,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:19,467 94,748 22,000 30,000 25,000 (9,603)(15,861)500 9,275 7,100 135,511 119,650 129,511 128,925 136,025 1 2 3 4 5 . . . . . . . . . . . . . Support tasks and expenses associated with "People of the Waters." Continue support of operatons focused on goals of the Strategic Plan. Embrace the history and character of the city. Tell the Oshkosh historical story. Supported "Art of the Brick." Upgraded quarterly newsletter in content and quality. Ending Fund Balance: Links to City Strategic Plan: Significant Accomplishments: Objectives to be Accomplished Next Year: with the release of "Hometown Stories: Oshkosh." Sent 90th anniversary publication to Oshkosh residents. Supported Museum Assistant position. Increased the number of members to 500 plus. Preserve and promote community cultural and historic assets. Formally celebrated the Museum's 90th anniversary with an event at the Museum in connection City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:Changes in the number of Members. Mission Statement: The purpose of the Museum Membership Fund shall be to augment the Museum's annual budget. The Membership Fund shall be organized by the Board of the Oshkosh Public Museum. Support and augment programming and marketing. Current Net Surplus/Deficit: 2012 Actual 2013 Actual 2014 Actual Trend Comment Social media followers unavailable 1661 2447 Upward Unique website visits 32297 27496 26374 as of 7/15 up 9,000 # Members/households 379 400 450 Increasing 500 as of 7/31/15 Contact Information:Brad Larson, Director, blarson@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Increase the number of people served by the Museum. Goal: Strengthen connections with community, residents, and partners. Goal: Goal: SPECIAL FUND:DEPARTMENT:ACCOUNT: MUSEUM EXHIBITION MUSEUM 228-1070-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 16,152 41,373 17,700 41,600 23,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 41,477 20,930 15,000 20,000 23,000 Surplus Applied 0 0 0 0 0 Transfers 0 852 5,000 0 TOTAL REVENUES:41,477 21,782 20,000 20,000 23,000 25,325 (19,591)2,300 (21,600)0 49,653 30,062 30,753 8,462 8,462 1 2 3 4 5 . . . . . . . . . . . . . Preserve and promote community history and cultural assets. Embrace the history and character of the city. Tell the Oshkosh historical story. Presented exhibition "Art of the Brick" with paid attendance of approximately 28,000 visitors Objectives to be Accomplished Next Year: Present the traveling exhibition "Be the Dinosaur." Complete design development for "People of the Waters" and begin fabrication. Dismantle "Wetlands & Waterways." Significant Accomplishments: Presented exhibition "Great War to Great Gatsby." Completed the majority of in-depth background research necessary for "People of the Waters." Created and funded the next generation of "Night Whispers," an annual evening event in October. City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:Available funds depend on the success of annual fundraising efforts. Mission Statement: Links to City Strategic Plan: Current Net Surplus/Deficit: Ending Fund Balance: The purpose of the Exhibition Fund shall be to support the development and rental of exhibitions. Donations, grants, and sponsorship dollars designated for Exhibition Fund, as well as bequests and other income designated by the Museum Board, shall be deposited into this account for the purpose. This fund will be created as a revolving account. The fund shall be organized under the Museum Board, but the Board may authorize the Museum Director to expend funds at his/her discretion, especially in regard to the need to schedule and make down payments for traveling exhibitions. 2012 Actual 2013 Actual 2014 Actual Trend Comment % visitors say will visit again 93.10%did not track 99.90%Very Positive When people visit, $ For Temporary Exhibitions $2,948 $14,600 $19,410 they are pleased. $ For Traveling Exhibitions $25,904 $0 $40,000 Steady Devoted to Long-term Upgrade none none 12,000 Total Visitors 7,144 8,090 10,177 Positive, Upward Contact Information:Brad Larson, Director, blarson@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Serve visitors with engaging exhibits. Goal: Goal: Goal: SPECIAL FUND:DEPARTMENT:ACCOUNT: MUSEUM COLLECTIONS MUSEUM 242-1070-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 3,581 20,348 10,000 10,000 34,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 9,802 11,710 15,000 12,000 34,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:9,802 11,710 15,000 12,000 34,000 6,221 (8,638)5,000 2,000 0 625,125 616,487 625,325 618,487 618,487 1 2 3 . . . . . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Items Treated 15 4 4 Steady $ Resources Spent $35,141 $2,000 $2,600 Steady Provided professional conservation treatment for three (3) historically important artifacts. Identified several key at-risk collection items for future treatment. Completed the majority of the work associated with a major artifact storage upgrade in the Carriage House. Contact Information:Brad Larson, Director, lbarson@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Increase physical and intellectual control of the collections. Sawyer Street Armory (pending completion of Armory facility.) Support tasks assoc. w/ identifying items not in keeping w/ mission to be removed from collections. Support acquisitions associated with "People of the Waters." City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: Links to City Strategic Plan:Preserve and promote community history and cultural assets. Significant Accomplishments: Objectives to be Accomplished Next Year: Continue treatment of at-risk collection items. Support tasks associated with inventory and transfer of artifacts from Fire Barn building to the Current net Surplus/Deficit: Ending Fund Balance: The purpose of the fund is to provide money for the acquisition of materials for the museum's collections, as well as provide for the conservation and restoration of existing collections. Under no circumstances will fund income or principal be used to defray or offset the Museum's annual general operating expenses. The Museum Director will bring requests to use the fund forward to the Museum Board for action. The Museum Board will review and approve requests to ensure that uses are in keeping with the stated purpose. Embrace the history and character of the city. Tell the Oshkosh historical story. Provided professional conservation treatment for four (4) paintings. This page intentionally left blank. SPECIAL FUND:DEPARTMENT:ACCOUNT: COMM DEVEL SPECIAL FUND COMMUNITY DEVELOPMENT 249-0740-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 53,745 220 0 852,700 296,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 64,523 0 0 847,800 296,500 Fees & Charges 0 2,000 0 6,000 500 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:64,523 2,000 0 853,800 297,000 10,778 1,780 0 1,100 500 30,824 32,604 35,824 33,704 34,204 1 2 . . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement:The Community Development Special Fund is used to receive and expend state and federal grants associated with development projects or redevelopment projects. Objectives to be Accomplished Next Year: Awarded WEDB Grant for Downtown Central City Investment Strategy $50,000 WEDC Grant Rivers Phase II $247,000 Additional WEDC/DNR/EPA Grants: Buckstaff, Pioneer Island, Marion Road DOD ORDIDI activities ($4,500) Significant Accomplishments:Awarded WEDC SAG Grant for Morgan District ($149,840) Current Net Surplus/Deficit: Ending Fund Balance: Links to City Strategic Plan:Grant funds for economic development and redevelopment in the City Awarded WEDC Brownfield Grant Rivers II (Anthem Apartments) $300,000 WEDC Grants for Morgan District (150,000) DealerFire Grant ($300,000) Held Rain Barrel Workshop with Sustainability Advisory Board Worked with School Board on re-use adjacent to Oak Lawn School-District to reimburse for cost of 2012 Actual 2013 Actual 2014 Actual Trend Comment Middle Village 4 Demo/Remediate 3 5 6 Community Dev.Dealerfire Site Assessment Jeld-Wen Brownfields Cleanup Rivers II Contact Information:Allen Davis, Director of Community Development, adavis@ci.oshkosh.wi.us Key Performance Measures Goals & Measures Goal: Acquire Redevelopment Site Goal: Demolish/Remediate redevelopment Site Goal: WEDC Related Grants SPECIAL FUND:DEPARTMENT:ACCOUNT: HEALTHY NEIGHBORHOOD INITIATIVES COMMUNITY DEVELOPMENT 302-0740-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 21,092 4,018 200,000 150,000 552,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 24,000 Surplus Applied 0 0 0 0 28,900 Transfers 212,972 592,842 976,000 1,018,079 TOTAL REVENUES:212,972 592,842 976,000 1,018,079 52,900 191,880 588,824 776,000 868,079 (500,000) 216,880 805,704 1,545,080 1,673,783 1,173,783 1 2 3 4 5 . . . . . Help create neighborhood associations throughout the City that will help create a neighborhood sense of place and belonging City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Strengthen neighborhoods throughout the community for the benefit of all residents and income levels by concentrating resource delivery into program neighborhoods to achieve revitalization and improvement. Funds expended through this program will be done in associations with adopted neighborhood plans or to support Healthy Neighborhoods in Oshkosh. Budget Variances:Transfers in reflect planned transfer from TID #9 in 2015. Mission Statement: Links to City Strategic Plan: Funded $20,000 through NeighborWorks to support projects in recognized neighborhood associations Assisted in providing neighborhood signage for recognized neighborhood associations Significant Accomplishments: Support strong, safe neighborhoods Create public/private partnership to foster grassroots neighborhood organizations Encourage neighborhood interaction through park activities, block parties, clean up days, community gardens etc. Create a neighborhood report card program and consider expansion to include participation of other departments Adoption of second neighborhood plan (Millers Bay). Commence planning with another neighborhood (Stevens Park) Completed multiple implementation activities per adopted neighborhood plan (Middle Village) . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Community Building & Engagement No Data No Data 13 Good Neighbor Grants 22 No Data 2 Neighborhood Night Out No Data No Data 8 Owner Rehab No Data No Data 2 New Neighborhood Assoc.2 2 3 Resident Volunteer Hours 1231 2679 2068 Resident Leaders Trained No Data No Data 6 Finalized Middle Village No Data No Data 1 Commenced Millers Bay No Data No Data 1 Goal 1: Continue to Develop and Implement Healthy Neighborhoods Program Goal 2: Engage residents in the creation of neighborhood associations Develop marketing materials to promote partner neighborhoods Develop 501C3 Neighborhood Leadership Council Provide $10,000 in neighborhood association assistance Contact Information:Allen Davis, Director Community Development, adavis@ci.oshkosh.wi.us Goal 3: Support the creation of neighborhood plans Goal: Objectives to be Accomplished Next Year: Key Performance Measures Goals & Measures Adoption of a third neighborhood plan. Commence planning process with fourth neighborhood Implementation activities commence per adopted neighborhood plan (Middle Village and Millers Bay) ACCOUNT: 302-0740-XXXX-XXXXX FUND: HEALTHY NEIGHBORHOOD INITIATIVE FUNCTION: HEALTHY NEIGHBORHOOD INITIATIVE DEPARTMENT: COMMUNITY DEVELOPMENT Current Current 2016 2015 2015 2016 Position Actual Budgeted Proposed Budget Estimated Proposed Title Employees Employees Employees Approp.Expend.Budget Neighborhood Coordinator (LTE)6103 0.00 0.00 1.00 0 0 16,600 Neighborhood Initiative Secretary (PT)6103 0.00 0.00 0.50 0 0 20,000 Social Security 6302 0 0 3,100 TOTAL HEALTHY NEIGHBORHOOD INITIATIVE 0.00 0.00 1.50 0 0 39,700 PERSONNEL SCHEDULE This page intentionally left blank. SPECIAL FUND:DEPARTMENT:ACCOUNT: COMMUNITY DEVEL BLOCK GRANT COMMUNITY DEVELOPMENT 303-0740-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 729,227 912,897 720,000 513,200 600,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 712,170 684,474 720,000 735,100 580,600 Fees & Charges 900 700 500 500 500 Miscellaneous 53,621 227,723 0 101,200 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 0 TOTAL REVENUES:766,691 912,897 720,500 836,800 581,100 37,464 0 500 323,600 (18,900) 1 2 3 . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: CDBG allocations are based on May 1 - April 30 program year. Revenues and expenditures are based on January - December calendar year. Mission Statement: The Community Development Block Grant (CDBG) Fund is used to help low & moderate income residents by improving housing conditions and neighborhoods, providing social services, and eliminating blight. The CDBG program is funded with Federal dollars based on an appropriation approved by Congress. The funds are used for first time homebuyers, housing rehabilitation loans, property acquisition, and demolition for redevelopment sites. CDBG Public Service dollars are coordinated with the United Way, Oshkosh Area Community Foundation and Winnebago County Health Department, to help pay a share of social service agencies that work with low and moderate income household. Provide public and private funding incentives directed toward home purchases & home improvements. Assisted 23 owner occupied dwellings with rehabilitation/improvements. Assisted 2 property owners with downpayment assistance to purchase homes. Removed 2 blighted structures for neighborhood revitalization Current Net Surplus/Deficit: Links to City Strategic Plan: Significant Accomplishments:Completed rehabilitation of 2 affordable rental units. Help create neighborhood associations throughout the City that will help create a neighborhood sense of place and belonging. . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Acquisition/Demo 2 4 5 Good Neighbor Grants 22 4 2 Neighborhood cleanup 0 1 0 Owner rehab 16 19 23 Rental rehab 3 0 2 Lead reduction 11 6 7 First time homebuyer 1 0 2 Agencies funded 8 6 10 Persons served 88,098 75,122 47,622 Support local public service agencies providing services to targeted populations Continue to fund Public Service Consortium to provide supportive service needs to LMI persons in the community. Objectives to be Accomplished Next Year: Support neighborhood revitalization activities in neighborhoods with approved plans Provide decent and affordable housing to target populations Eliminate blighting and slum conditions in designated areas Contact Information:Allen Davis PH: 236-5055 / Darlene Brandt PH: 236-5029 Key Performance Measures Goals & Measures Goal: Improve neighborhood conditions in low to moderate income priority areas. Goal: Provide decent affordable housing for low to moderate income persons Goal: Provide for non-homeless needs and supportive services through Public Service Consortium funding Goal: SPECIAL FUND:DEPARTMENT:ACCOUNT: LOCAL ECONOMIC DEVELOPMENT REVOLVING LOAN FUND COMMUNITY DEVELOPMENT 304-0740-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 0 0 0 75,000 250,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Net Levy #4102 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 320,436 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 1,000,000 1,200,000 0 TOTAL REVENUES:320,436 1,035,811 1,000,000 1,200,000 0 320,436 1,035,811 1,000,000 1,125,000 (250,000) 320,436 1,356,247 2,432,136 2,481,247 2,231,247 1 2 . . . . . . 2012 Actual 2013 Actual 2014 Actual Trend Comment Close TID 6 Transfer 320,436 Close TID 8 Transfer 1,035,811 Key Performance Measures Goals & Measures Goal: Establish City backed Revolving Loan Fund (RLF) that stimulates business growth More RLF Loans approved 1 RLF Loan approved in 2015 Priority Goal: Support Business Economic Development - Identify Developing Sources Contact Information:Allen Davis, Director Community Development, adavis@ci.oshkosh.wi.us Significant Accomplishments: Objectives to be Accomplished Next Year: TID #9 Close out - cash balance $1,200,000 City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances:Transfer reflects planned transfer of City share of cash balance from TID #9 Mission Statement: Links to City Strategic Plan: SPECIAL FUND:DEPARTMENT:ACCOUNT: FACILITY IMPROVEMENT FUND FACILITIES MAINTENANCE 329-0130-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 4,146 138,833 70,000 70,000 70,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 76,313 64,573 70,400 70,400 70,400 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:76,313 64,573 70,400 70,400 70,400 72,167 (74,260)400 400 400 150,480 76,220 75,880 76,620 77,020 1 2 3 . . . . . . . . . Coordinated installation of glass door divider within Police Department offices in the Safety Building. III. Improve and Maintain our Infrastructure, III. C.- Improve our City Buildings III. Improve and Maintain our Infrastructure, III. D.- Manage our City Equipment Coordinated new garage doors, locks and security updates at the Sawyer Storage Facility. Coordinated duct cleaning, HVAC and plumbing repairs at the Sawyer Storage Facility. Coordinated Police Department firing range maintenance/cleaning within the Safety Building. Objectives to be Accomplished Next Year: Contact Information:Jon G. Urben, General Services Manager (920) 236-5100, jurben@ci.oshkosh.wi.us Coordinate replacement of UPS backup power system in the Safety Building. Coordinate abatement of 2nd floor tile in the Safety Building. Coordinate cleaning/refinishing of first floor terrazo tile in the Safety Building. Links to City Strategic Plan: Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report This budget is used to collect Safety Building lease payments from Winnebago County to offset ongoing repairs and improvements for that building and the Sawyer Street Storage Facility. Mission Statement: Budget Variances: Current Net Surplus/Deficit: Ending Fund Balance: SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #6 - NORTHWEST INDUSTRIAL PARK COMMUNITY DEVELOPMENT 525-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,140,793 10,300 0 6,600 0 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 213,692 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:213,692 0 0 0 0 (927,101)(10,300)0 (6,600)0 16,915 6,615 6,415 15 15 1 2 3 4 5 . . . . . . . . . . . . Ending Fund Balance: Objectives to be Accomplished Next Year: Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Cash balance funds the Economic Development Revolving Loan Fund Significant Accomplishments:Close out in 2013 City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances: Mission Statement: TID #6 was created in 1989 to fund the land acquisition and infrastructure costs to develop the Northwest Industrial Park. The original park is approximately 72 acres and is located southeast of the intersection of State Highway 45 and US Highway 41 between Algoma Boulevard and Vinland Street. Over the lifetime of the TID the City is expected to invest $1,259,000 in costs to acquire the land and put in the roads, sewer and utilities to make available parcels in the park "development ready" for businesses seeking to locate there. Links to City Strategic Plan: Current Net Surplus/Deficit: NORTHWEST INDUSTRIAL PARK TIF #6 - Fund 525 9/30/2015 PROJECTED EQUALIZED EXEMPT SALE TRANSFER END OF YEAR END OF YEAR TAX TAX TIF DEBT COMPUTER OF OTHER BORROWING FROM BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE AID LAND EXPENSE ADDNL/ADJ TIFs WITH LAND LAND BALANCE 1996/1997 $3,527,800 24.380 $86,152 $194,967 $61 $93,000 $60,000 $749,586 $716,177 $33,409 1997/1998 $4,320,000 23.640 $102,110 $193,494 $48,990 ($14)$5,000 $712,206 $711,867 $339 1998/1999 $5,411,600 23.770 $128,689 $182,312 $54,000 $712,582 $711,867 $716 1999/2000 $5,298,600 23.180 $122,715 $176,176 $1,459 $95,000 $755,580 $711,867 $43,714 2000/2001 $6,177,600 23.580 $145,648 $169,998 $1,752 $732,983 $711,867 $21,116 2001/2002 $5,882,600 24.290 $143,140 $158,369 $3,789 $50,000 $771,543 $711,867 $59,676 2002/2003 $6,150,600 23.510 $144,577 $151,965 $3,368 $767,522 $711,867 $55,656 2003/2004 $6,263,100 22.840 $142,986 $141,727 $2,897 $771,678 $711,867 $59,812 2004/2005 $6,785,800 23.050 $155,743 $135,562 $2,100 $30,056 $824,016 $684,357 $139,659 2005/2006 $7,461,500 22.000 $164,100 $128,717 $6,950 $866,349 $684,357 $181,992 2006/2007 $7,789,200 21.980 $171,197 $119,197 $5,697 $924,046 $684,357 $239,689 2007/2008 $8,324,800 22.160 $184,525 $142,274 $4,034 $970,331 $684,357 $285,974 2008/2009 $8,886,400 22.316 $198,477 $38,226 $3,323 $1,133,905 $684,357 $449,548 2009/2010 $10,969,400 23.350 $256,458 $31,809 $687 $150 $1,359,090 $684,357 $674,734 2010/2011 $4,841,000 24.545 $118,825 $37,025 $525 $150 $756,909 $0 $756,909 2011/2012 $8,375,200 24.672 $206,636 $20,060 $681 $150 $944,016 $0 $944,016 2012/2013 $8,338,300 25.541 $212,972 $720 $1,140,793 $16,915 $0 $16,915 2013 - 2015 DEBT/DOR TID EXPENSE .$15,400 $1,515 $0 $0 $0 $0 Debt Balance as of:1/1/2015 $5,000 Statutory Closing Year 2015 Actual Closing Year 2013 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #7 - SOUTHWEST INDUSTRIAL PARK COMMUNITY DEVELOPMENT 527-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,082,105 3,803,231 4,851,800 5,753,300 9,606,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 3,833,571 3,914,274 3,462,800 3,776,300 3,776,300 Grants & Aids 114,612 126,671 0 125,000 125,000 Fees & Charges 0 60,532 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:3,948,183 4,101,477 3,462,800 3,901,300 3,901,300 2,866,078 298,246 (1,389,000)(1,852,000)(5,704,900) 15,015,035 15,313,281 13,412,405 13,461,281 7,756,381 1 2 3 4 5 . . . . . . . . . . . . Significant Accomplishments:Donations to TID #20 for Riverwalk construction and Boatworks Purchase and TID #21 Environmental Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #7 was created in 1989 to fund the land acquisition and infrastructure costs to expand the Southwest Industrial Park. The expansion area of the park is approximately 626 acres and is bordered on the north by 20th Avenue, east by S. Washburn Street and to the west by S. Oakwood Road. Over the lifetime of the TID the City is expected to invest $8,238,550 in costs to put in the roads, sewer and utilities to make available parcels in the park "development ready" for business seeking to locate there. Donation to TID #13 $915,100 Donation to TID #20 $1,560,000 Donation to TID #21 $797,500 Objectives to be Accomplished Next Year: Future donations to TID 13 TID 20 and TID 21 Remediation Donation to TID #13 $1,547,400 Donation to TID # 20 $2,975,000 Donation to TID #21 7,131,000 Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 SOUTHWEST INDUSTRIAL PARK #2 TIF #7 - Fund 527 9/30/2015 PROJECTED EQUALIZED EXEMPT TRANSFER END OF YEAR END OF YEAR TAX TAX TIF DEBT COMPUTER BORROWING OTHER TO OTHER BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE AID ADDNL/ADJ EXPENSE OTHER TIFs REVENUE WITH LAND LAND BALANCE 1996/1997 $44,977,000 $24.380 $1,098,377 $915,353 $638,000 $15,309 $155,000 $6,803,005 $6,428,067 $374,938 1997/1998 $58,113,600 $23.640 $1,373,604 $952,327 $92,000 $7,132,282 $6,492,249 $640,033 1998/1999 $60,964,200 $23.770 $1,449,738 $979,073 $56,422 $1,109,500 $6,437,024 $6,152,582 $284,442 1999/2000 $67,758,600 $23.180 $1,569,279 $667,199 $152,438 $310,000 $6,510 $7,188,052 $6,152,582 $1,035,470 2000/2001 $75,551,600 $23.580 $1,781,270 $782,379 $149,178 $378,000 $7,958,122 $6,152,582 $1,805,540 2001/2002 $93,598,100 $24.290 $2,277,500 $777,641 $155,043 $1,285,000 $8,328,024 $6,152,582 $2,175,442 2002/2003 $98,149,200 $23.510 $2,307,105 $755,681 $153,517 $1,054,209 $8,978,755 $6,152,582 $2,826,173 2003/2004 $103,503,600 $22.840 $2,362,981 $714,853 $142,729 $1,116,000 $9,653,613 $6,152,582 $3,501,031 2004/2005 $108,414,200 $23.050 $2,488,253 $714,645 $148,918 $1,053,000 $10,523,139 $6,152,582 $4,370,557 2005/2006 $113,250,900 $22.000 $2,490,715 $699,958 $119,558 $1,096,000 $11,337,454 $6,152,582 $5,184,872 2006/2007 $122,329,500 $21.980 $2,688,654 $593,131 $114,890 $1,584,014 $11,963,853 $6,152,582 $5,811,271 2007/2008 $132,938,800 $22.160 $2,946,679 $626,383 $95,889 $1,323,229 $13,056,809 $6,152,582 $6,904,227 2008/2009 $145,422,100 $22.316 $3,247,989 $624,006 $82,360 $1,315,688 $14,447,464 $6,152,582 $8,294,882 2009/2010 $138,384,800 $23.350 $3,235,350 $625,284 $83,406 $150 $2,060,132 $15,080,654 $6,152,582 $8,928,072 2010/2011 $145,699,500 $24.545 $3,576,289 $393,791 $77,621 $874,349 $1,057,455 $10,256,387 $0 $10,256,387 2011/2012 $150,914,600 $24.672 $3,723,498 $153,914 $120,826 $150 $1,797,690 $12,148,957 $0 $12,148,957 2012/2013 $150,092,500 $25.541 $3,833,571 $37,200 $114,612 $150 $1,044,755 $15,015,035 $0 $15,015,035 2013/2014 $150,624,300 $25.987 $3,914,274 $41,500 $126,671 $80,592 $3,681,139 $60,532 $15,313,281 $0 $15,313,281 2014/2015 $144,435,300 $26.145 $3,776,313 $35,700 $103,721 $150 $5,319,898 $13,837,567 $0 $13,837,567 2015/2016 $140,981,300 $26.145 $3,685,956 $0 $103,000 $9,606,037 $8,020,486 $0 $8,020,486 2016/2017 $140,981,300 $26.145 $3,685,956 $0 $103,000 $11,009,990 $799,452 $0 $799,452 Debt Balance as of:1/1/2015 $35,700 Statutory Closing Year 2017 Note: TID #7 is a Donor TID to TID #13, TID #16, TID # 20, TID # 21, and TID #24 In 2012, Donor to #13 - $1,147,690 and #16 - $650,000 In 2013, Donor funds to #13 - $1,044,755 In 2014, Donor funds to #13 - $521,139 and #20 - $3,160,000 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #8 - S AVIATION INDUSTRIAL PARK COMMUNITY DEVELOPMENT 529-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 79,479 3,648,709 76,800 76,800 76,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 588,246 592,842 0 0 0 Grants & Aids 42,131 37,959 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:630,377 630,801 0 0 0 550,898 (3,017,908)(76,800)(76,800)(76,800) 3,412,415 394,507 2,179,715 317,707 240,907 1 2 3 4 5 . . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Cash balance funds the Economic Development Revolcing Loan Funds Significant Accomplishments:Closed TID in 2014 Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Increases due to planned transfers to Healthy Neighborhoods and Local Economic Development Revolving Loan Fund. Mission Statement: TID #8 was created in 1991 to fund the cost of land acquisition and infrastructure to create the South Aviation Park. The park is approximately 256 acres and bordered by Wittman Regional Airport to the west, Oregon Street to the east, Waukau Avenue to the north and Ripple Avenue to the south. Over the lifetime of the TID the City is expected to invest $3,898,021 in costs to acquire the land and put in the roads, sewer and utilities to make available parcels in the park "development ready" for businesses seeking to locate there. AVIATION INDUSTRIAL PARK TIF #8 - Fund 529 9/30/2015 PROJECTED EQUALIZED TRANSFER EXEMPT END OF YEAR END OF YEAR TAX TAX TIF SALE OF FROM COMPUTER OTHER NEW DEBT BALANCE CASH YEAR INCREMENT RATE AMOUNT LAND TIF #7 AID EXPENSE BORROWING SERVICE WITH LAND LAND BALANCE $1,146,795 $1,133,270 $13,525 1996/1997 $92,200 $24.380 $2,252 $95,000 $108,694 $1,135,353 $1,133,270 $2,083 1997/1998 $1,216,700 $23.640 $28,759 $77,000 $107,339 $1,133,773 $1,133,270 $502 1998/1999 $489,300 $23.770 $11,636 $3,968 $72,000 $111,469 $1,109,907 $1,261,519 ($151,612) 1999/2000 $410,100 $23.180 $9,498 $110,000 $6,369 $839,000 $126,463 $1,948,311 $1,869,723 $78,588 2000/2001 $5,616,800 $23.580 $132,427 $4,280 $12,963 $370,000 $156,357 $2,311,623 $1,548,658 $762,965 2001/2002 $6,536,000 $24.290 $159,039 $200,000 $6,872 $262,867 $2,414,667 $1,549,247 $865,420 2002/2003 $6,061,600 $23.510 $142,485 ($2,996)$3,434 $483,094 $2,074,495 $1,533,464 $541,031 2003/2004 $11,471,000 $22.840 $261,882 $2,999 $223,935 $2,115,441 $1,533,464 $581,977 2004/2005 $13,450,100 $23.050 $308,698 $8,314 $96,000 $220,774 $2,307,680 $1,614,022 $693,657 2005/2006 $14,174,100 $22.000 $311,730 $5,617 $219,831 $2,405,195 $1,632,311 $772,884 2006/2007 $18,180,800 $21.980 $399,592 $13,374 $347,645 $2,470,516 $1,632,311 $838,205 2007/2008 $29,409,900 $22.160 $651,891 $10,037 $357,941 $2,774,502 $1,632,311 $1,142,191 2008/2009 $29,637,900 $22.316 $661,960 $18,402 $341,431 $3,113,433 $1,632,311 $1,481,122 2009/2010 $26,792,600 $23.350 $626,394 $13,008 $150 $350,185 $3,402,500 $1,628,806 $1,773,694 2010/2011 $24,634,000 $24.545 $604,680 $19,212 $150 $81,401 $2,316,035 $0 $2,316,035 2011/2012 $24,175,800 $24.672 $596,475 $28,630 $150 $79,473 $2,861,517 $0 $2,861,517 2012/2013 $23,031,100 $25.541 $588,246 $42,131 $150 $79,330 $3,412,414 $0 $3,412,414 2013/2014 $22,813,000 $25.987 $592,842 $37,959 $3,566,216 $82,492 $394,507 $0 $394,507 2014/2015 $0 $0 $76,833 $317,674 $0 $317,674 2015/2016 $0 $0 $76,861 $240,813 $0 $240,813 2016/2017 $0 $0 $76,412 $164,401 $0 $164,401 2017/2018 $0 $0 $70,466 $93,935 $0 $93,935 2018/2019 $0 $0 $55,270 $38,665 $0 $38,665 2019/2020 $0 $0 $5,893 $32,772 $0 $32,772 2020/2021 $0 $0 $5,793 $26,979 $0 $26,979 2021/2022 $0 $0 $5,682 $21,297 $0 $21,297 2022/2023 $0 $0 $5,562 $15,735 $0 $15,735 2023/2024 $0 $0 $5,435 $10,300 $0 $10,300 2024/2025 $0 $0 $10,300 ($0)$0 ($0) Debt Balance as of:1/1/2015 $394,507 Statutory Closing Year 2018 Actual Closing Year 2014 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #9 - WASHBURN STREET COMMUNITY DEVELOPMENT 531-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 3,379,367 150 933,700 1,018,100 0 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 811,478 976,451 933,600 1,018,100 0 Grants & Aids 3,729 9,231 9,200 7,400 7,000 Fees & Charges 0 0 0 0 0 Miscellaneous 0 3,250,339 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:815,207 4,236,021 942,800 1,025,500 7,000 (2,564,160)4,235,871 9,100 7,400 7,000 (73,494)4,162,377 849,206 4,169,777 4,176,777 1 2 3 4 5 . . . . . . . . . Objectives to be Accomplished Next Year: Cash balance funds Economic Development Revolving Loan Fund Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Significant Accomplishments:Healthy Neighborhood funding of $1,018,079.00 prior to closing TID in 2015. Closed TID 2015 City share of cash balance to be used for economic development revolving loan fund. Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #9 was created in 1991 to fund the infrastructure costs to develop the South Washburn Street frontage road. The TID size is approximately 385 acres and it borders US Highway 41 to the east between Waukau Road and Pickett Road. Over the lifetime of the TID the City is expected to invest $3,280,000 in costs to put in sewer, water, storm sewer, road improvements and traffic signals to facilitate commercial development of the frontage road. WASHBURN STREET PROJECT TIF #9 - Fund 531 9/30/2015 EQUALIZED EXEMPT END OF YEAR END OF YEAR PROJECTED TAX TIF DEBT COMPUTER BORROWING OTHER TRANSFER OTHER BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE AID ADDNL/ADJ EXPENSE TO OTHER REVENUE WITH LAND LAND BALANCE 1996/1997 $4,358,200 $24.380 $106,431 $56,015 $70,000 $439,686 $247,852 $191,834 1997/1998 $4,463,500 $23.640 $105,502 $96,426 $22,926 $425,836 $247,852 $177,985 1998/1999 $4,576,900 $23.770 $108,839 $164,116 $54,000 $316,559 $247,852 $68,708 1999/2000 $4,790,300 $23.180 $110,943 $85,349 $1,221 $95,000 $248,374 $247,852 $522 2000/2001 $4,522,500 $23.580 $106,626 $83,071 $2,025 $273,954 $247,852 $26,103 2001/2002 $5,346,500 $24.290 $130,095 $90,896 $1,896 $315,050 $247,852 $67,198 2002/2003 $9,241,800 $23.510 $217,239 $73,285 $2,815 $461,819 $247,852 $213,967 2003/2004 $11,180,600 $22.840 $255,252 $66,701 $3,533 $653,903 $247,852 $406,051 2004/2005 $11,836,900 $23.050 $271,673 $61,629 $2,545 ($127,943)$738,549 $247,852 $490,697 2005/2006 $12,968,000 $22.000 $285,204 $101,658 $2,503 $924,598 $247,852 $676,746 2006/2007 $16,542,400 $21.980 $363,582 $88,083 $1,688 $1,201,785 $247,852 $953,933 2007/2008 $17,169,200 $22.160 $380,567 $112,104 $3,181 $810,000 $663,429 $247,852 $415,577 2008/2009 $26,420,000 $22.316 $590,088 $122,554 $3,770 $1,134,733 $247,852 $886,881 2009/2010 $24,302,500 $23.350 $568,177 $114,647 $3,654 $150 $1,591,767 $247,852 $1,343,916 2010/2011 $25,815,200 $24.545 $633,651 $62,258 $2,621 $151 $55,294 $1,862,484 $0 $1,862,484 2011/2012 $25,378,400 $26.672 $626,146 $0 $2,186 $150 $2,490,666 $0 $2,490,666 2012/2013 $31,771,100 $25.541 $811,478 $0 $3,729 $3,379,367 ($73,494)$0 ($73,494) 2013/2014 $37,574,600 $25.987 $976,451 $0 $9,231 $150 $3,250,339 $4,162,377 $0 $4,162,377 2014/2015 $38,939,200 $26.145 $1,018,079 $0 $7,420 $1,018,079 $4,169,797 $0 $4,169,797 2015/2016 $0 $0 $0 $4,169,797 $0 $4,169,797 2016/2017 $0 $0 $0 $4,169,797 $0 $4,169,797 2017/2018 $0 $0 $0 $4,169,797 $0 $4,169,797 Debt Balance as of:1/1/2015 $0 Statutory Closing Year 2018 Actual Closing Year 2015 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #10 - MAIN & WASHINGTON COMMUNITY DEVELOPMENT 533-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 12,684 12,979 43,400 11,800 11,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 12,347 12,684 10,800 11,800 11,800 Grants & Aids 337 275 300 200 200 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:12,684 12,959 11,100 12,000 12,000 0 (20)(32,300)200 200 812 792 16,433 992 1,192 1 2 3 4 5 . . . . . . . . . . Objectives to be Accomplished Next Year: Pay $11,800 to Parking Utility Significant Accomplishments:Paid $11,800 to Parking Utility Links to City Strategic Plan: Contact Information:Allen Davis, Director Community Development Director, PH: (920) 236-5055 City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #10 was created in 1993 to help stabilize N. Main Street by providing parking support to the two anchor buildings in the district; the First National Banking Building at 404 N. Main Street and the Exclusive Company Building (formerly V&S Variety) at 318 N Main Street. Creation of the TID allowed the City to acquire a property adjacent to the district and create a public parking lot (Washington Lot) that provided much needed parking support for the area that eventually resulted in the Exclusive company moving their retail operations to the facility. The district carries no debt but uses 100% of the increment to pay the City's Parking Utility that carries debt service for the project. MAIN & WASHINGTON TIF #10 - Fund 533 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR PARKING FROM TAX TAX TIF TIF COMPUTER OTHER TO BALANCE CASH DEBT BID OR YEAR INCREMENT RATE AMOUNT DIFFEREN AID EXPENSE PARKING WITH LAND LAND BALANCE SERVICE PARKING 1994/1995 $0 $69,972 $53,896 $16,076 $31,527 $21,621 1995/1996 $62,800 $27.770 $1,746 $5,091 $485 $9,906 $66,417 $52,874 $13,543 $31,527 $21,621 1996/1997 $81,600 $24.380 $1,993 $4,402 $443 $9,906 $62,462 $52,874 $9,588 $31,527 $21,621 1997/1998 $104,100 $23.640 $2,461 $5,591 $441 $9,906 $60,167 $52,874 $7,293 $31,527 $21,621 1998/1999 $149,800 $23.770 $3,562 $5,236 $464 $9,906 $58,595 $52,874 $5,722 $31,527 $21,621 1999/2000 $85,600 $23.180 $1,982 $5,262 $493 $491 $9,906 $55,936 $52,874 $3,062 $31,527 $21,621 2000/2001 $95,600 $23.580 $2,254 $5,606 $533 $58 $9,906 $54,364 $52,874 $1,491 $31,527 $21,621 2001/2002 $111,100 $24.290 $2,703 $5,960 $565 $9,906 $53,687 $52,874 $813 $31,527 $21,621 2002/2003 $58,100 $23.510 $1,366 $6,010 $226 $7,602 $53,687 $52,874 $813 $31,527 $23,925 2003/2004 $106,400 $22.840 $2,429 $5,455 $347 $8,231 $53,687 $52,874 $813 $29,500 $21,269 2004/2005 $154,600 $23.050 $3,548 $5,823 $184 $9,555 $53,687 $52,874 $813 $27,500 $17,945 2005/2006 $194,800 $22.000 $4,284 $3,461 $112 $7,857 $53,687 $52,874 $813 $26,900 $19,043 2006/2007 $450,500 $21.980 $9,901 $0 $95 $9,996 $53,687 $52,874 $813 $31,225 $21,229 2007/2008 $462,600 $22.160 $10,254 $0 $78 $10,332 $53,687 $52,874 $813 $30,475 $20,143 2008/2009 $495,500 $22.316 $11,067 $69 $11,136 $53,687 $52,874 $813 $29,725 $18,589 2009/2010 $408,200 $23.350 $9,543 $115 $150 $9,508 $53,687 $52,874 $813 $28,950 $19,442 2010/2011 $480,700 $24.545 $11,799 $258 $150 $11,907 $813 $0 $813 $28,138 $16,231 2011/2012 $481,700 $24.672 $11,885 $306 $150 $12,041 $813 $0 $813 $27,313 $15,272 2012/2013 $483,400 $25.541 $12,347 $337 $150 $12,534 $813 $0 $813 $26,475 $13,941 2013/2014 $488,100 $25.987 $12,684 $275 $170 $12,809 $793 $0 $793 $30,525 $17,992 2014/2015 $451,300 $26.145 $11,799 $178 $150 $11,827 $793 $0 $793 2015/2016 $568,200 $26.145 $14,856 $14,856 $793 $0 $793 2016/2017 $568,200 $26.145 $14,856 $14,856 $793 $0 $793 2017/2018 $568,200 $26.145 $14,856 $14,856 $793 $0 $793 2018/2019 $568,200 $26.145 $14,856 $14,856 $793 $0 $793 2019/2020 $568,200 $26.145 $14,856 $14,856 $793 $0 $793 Debt Balance as of:1/1/2015 $0 Statutory Closing Year 2020 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #11 - COURT & WAUGOO COMMUNITY DEVELOPMENT 535-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 10,800 10,575 10,300 10,300 0 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 7,415 7,152 6,400 7,000 7,000 Grants & Aids 434 473 500 500 500 Fees & Charges 4,000 4,000 4,000 4,000 4,000 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:11,849 11,625 10,900 11,500 11,500 1,049 1,050 600 1,200 11,500 3,232 4,282 4,933 5,482 16,982 1 2 3 4 5 . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Significant Accomplishments: Objectives to be Accomplished Next Year: Continue paying on debt Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #11 was created in 1995 to help conserve the central business district by facilitation of the rehabilitation of the former U.S. Postal Service building at 216 Washington Avenue into office space. Funds were used to acquire adjacent property, remove blighted structure, and to develop a new off-street parking lot to serve the district. Tax increment collected from the district is used to support debt service cost of the City's Parking Utility that constructed the lot. The property owner has been required to maintain a specified level of property value ($250,000) or make a differential payment to the City to make up the difference in property value. The size of the TID is just over a third of an acre and the City invested $180,000 to encourage redevelopment in the area. COURT & WAUGOO TIF #11 - Fund 535 9/30/2015 PROJECTED EQUALIZED PAYMENT EXEMPT OTHER END OF YEAR END OF YEAR TAX TAX TIF of Parking TIF COMPUTER REVENUE /DEBT BALANCE CASH YEAR INCREMENT RATE AMOUNT Lease-Dev.DIFFEREN AID (EXPENSE)SERVICE WITH LAND LAND BALANCE 1996/1997 $649,000 $24.38 $15,849 $4,000 $0 $13,503 $183,984 $168,795 $15,189 1997/1998 $377,700 $23.64 $8,928 $4,000 $0 $12,989 $183,922 $170,450 $13,472 1998/1999 $337,500 $23.77 $8,026 $4,000 $0 $12,989 $182,959 $170,450 $12,509 1999/2000 $268,400 $23.18 $6,216 $4,000 $0 $1,313 $12,989 $181,499 $170,450 $11,049 2000/2001 $232,500 $23.58 $5,482 $4,000 $0 $1,082 $12,989 $179,074 $170,450 $8,623 2001/2002 $266,400 $24.29 $6,482 $4,000 $0 $1,579 $12,989 $178,146 $170,450 $7,696 2002/2003 $257,900 $23.51 $6,062 $4,000 $0 $1,497 $12,988 $176,717 $170,450 $6,267 2003/2004 $325,400 $22.84 $7,429 $4,000 $0 $1,630 $11,330 $178,446 $170,450 $7,996 2004/2005 $385,100 $23.05 $8,839 $4,000 $0 $725 $11,552 $180,457 $170,450 $10,007 2005/2006 $245,200 $22.00 $5,393 $4,000 $0 $1,152 $11,387 $179,615 $170,450 $9,165 2006/2007 $149,100 $21.98 $3,277 $4,000 $1,723 $631 $11,204 $178,042 $170,450 $7,592 2007/2008 $166,300 $22.16 $3,686 $1,314 $492 $11,971 $171,563 $170,450 $1,113 2008/2009 $182,200 $22.316 $4,069 $4,000 $931 $507 $11,692 $169,378 $170,450 ($1,072) 2009/2010 $114,900 $23.350 $2,686 $8,000 $2,314 $383 ($150)$11,381 $171,230 $170,450 $780 2010/2011 $289,200 $24.545 $7,099 $4,000 $0 $530 ($150)$10,140 $2,119 $0 $2,119 2011/2012 $289,400 $24.672 $7,140 $4,000 $0 $397 ($150)$11,322 $2,184 $0 $2,184 2012/2013 $290,300 $25.541 $7,415 $4,000 $0 $434 ($150)$10,650 $3,232 $0 $3,232 2013/2014 $275,200 $25.987 $7,152 $4,000 $0 $473 ($150)$10,425 $4,282 $0 $4,282 2014/2015 $266,800 $26.145 $6,976 $4,000 $0 $502 ($150)$10,150 $5,460 $0 $5,460 2015/2016 $266,200 $26.145 $6,960 $4,000 $0 $16,420 $0 $16,420 2016/2017 $266,200 $26.145 $6,960 $4,000 $0 $27,380 $0 $27,380 2017/2018 $266,200 $26.145 $6,960 $0 $0 $34,339 $0 $34,339 2018/2019 $266,200 $26.145 $6,960 $0 $0 $41,299 $0 $41,299 2019/2020 $266,200 $26.145 $6,960 $0 $0 $48,259 $0 $48,259 2020/2021 $266,200 $26.145 $6,960 $0 $0 $55,219 $0 $55,219 2021/2022 $266,200 $26.145 $6,960 $0 $0 $62,179 $0 $62,179 Debt Balance as of:1/1/2015 $10,150 Statutory Closing Year 2022 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #12 - DIVISION ST REDEVELOPMENT COMMUNITY DEVELOPMENT 537-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 37,780 41,354 68,400 59,800 33,900 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 20163 Proposed Annual Tax Increment 104,012 105,798 99,200 108,200 108,200 Grants & Aids 69 62 100 100 100 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:104,081 105,860 99,300 108,300 108,300 66,301 64,506 30,900 48,500 74,400 561,839 626,345 657,239 674,845 749,245 1 2 3 4 5 . . . . . . . . Allen Davis, Director Community Development, PH: (920) 236-5055 City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #12 was created in 1997 to assist with rehabilitation of blighted property and to add parking on Division Street and Main Street between Irving Street and Church Avenue. The size of the TID is 10.5 acres and over the lifetime of the TID the City is expected to invest $1,300,000 to encourage redevelopment in the area. The TID has resulted in the development of several new apartment buildings along Division Street providing over 60 dwelling units with a number set aside for households with low to moderate income. Creation of the TID also helped to rehabilitate three buildings at the corner of N. Main Street and Merritt/Church Avenue by providing parking facilities. Significant Accomplishments:Continue paying on debt. Complete Central City Investment Strategy $25,000 Links to City Strategic Plan: Objectives to be Accomplished Next Year: Continue paying on debt. Contact Information: DIVISION STREET REDEVELOPMENT TIF #12 - Fund 537 9/30/2015 PROJECTED EQUALIZED EXEMPT OTHER TRANSFER END OF YEAR END OF YEAR TAX TAX TIF COMPUTER REVENUE/NEW TO DEBT BALANCE CASH YEAR INCREMENT RATE AMOUNT AID (EXPENSE)BORROWING OTHER TIF SERVICE WITH LAND LAND BALANCE 1998/1999 $346,400 $23.770 $8,233 $8,233 $0 $8,233 1999/2000 $761,200 $23.180 $17,629 $150,000 $175,862 $86,945 $88,917 2000/2001 $1,034,800 $23.580 $24,397 $136,000 $14,928 $321,331 $86,945 $234,387 2001/2002 $859,300 $24.290 $20,909 $150,000 $25,853 $466,387 $112,045 $354,342 2002/2003 $1,570,200 $23.510 $36,909 $19 $2,000 $100,000 $37,808 $567,507 $397,216 $170,291 2003/2004 $2,282,300 $22.840 $52,105 $14 $44,295 $575,331 $441,541 $133,790 2004/2005 $3,447,000 $23.050 $79,113 $39 $45,021 $609,463 $441,541 $167,921 2005/2006 $3,877,900 $22.000 $85,286 $1,091 $44,764 $651,076 $441,541 $209,535 2006/2007 $4,330,300 $21.980 $95,175 $1,257 $45,580 $701,928 $441,541 $260,386 2007/2008 $4,484,100 $22.160 $99,393 $696 ($91,114)$32,735 $678,168 $444,041 $234,127 2008/2009 $4,658,400 $22.316 $104,045 $411 $35,178 $747,446 $444,041 $303,405 2009/2010 $4,193,800 $23.350 $98,048 $344 ($150)$35,310 $810,378 $445,016 $365,362 2010/2011 $4,168,200 $24.545 $102,311 $245 ($2,505)$33,454 $431,960 $0 $431,960 2011/2012 $4,099,300 $24.672 $101,140 $318 ($1,447)$36,433 $495,537 $0 $495,537 2012/2013 $4,072,300 $25.541 $104,012 $69 ($2,750)$35,031 $561,837 $0 $561,837 2013/2014 $4,071,200 $25.987 $105,798 $62 ($7,097)$34,256 $626,344 $0 $626,344 2014/2015 $4,137,100 $26.145 $108,166 $128 ($150)$34,632 $699,856 $0 $699,856 2015/2016 $3,972,600 $26.145 $103,864 $33,853 $769,866 $0 $769,866 2016/2017 $3,972,600 $26.145 $103,864 $34,163 $839,567 $0 $839,567 2017/2018 $3,972,600 $26.145 $103,864 $33,139 $910,291 $0 $910,291 2018/2019 $3,972,600 $26.145 $103,864 $32,312 $981,843 $0 $981,843 2019/2020 $3,972,600 $26.145 $103,864 $24,050 $1,061,656 $0 $1,061,656 2020/2021 $3,972,600 $26.145 $103,864 $10,325 $1,155,195 $0 $1,155,195 2021/2022 $3,972,600 $26.145 $103,864 $0 $1,259,059 $0 $1,259,059 2022/2023 $3,972,600 $26.145 $103,864 $0 $1,362,922 $0 $1,362,922 2023/2024 $3,972,600 $26.145 $103,864 $0 $1,466,786 $0 $1,466,786 Debt Balance as of:1/1/2015 $202,475 Statutory Closing Year 2024 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #13 - MARION RD / PEARL AVE COMMUNITY DEVELOPMENT 539-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,340,992 1,361,585 1,355,400 1,334,900 1,333,400 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 286,079 282,611 252,700 275,600 275,600 Grants & Aids 917 3,789 3,800 20,900 3,500 Fees & Charges 19,927 19,941 19,900 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 1,044,755 521,139 1,162,000 1,547,400 915,100 TOTAL REVENUES:1,351,678 827,480 1,438,400 1,843,900 1,194,200 10,686 (534,105)83,000 509,000 (139,200) 530,811 (3,294)727,211 505,706 366,506 1 2 3 4 5 . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Significant Accomplishments:TID #7 Donation of $1,547,400 Objectives to be Accomplished Next Year: Continue paying down debt.. TID #7 Donation of $915,100 Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #13 was created in 1998 to assist with rehabilitation of blighted property along the riverfront and near the University of Wisconsin-Oshkosh between Wisconsin and Jackson Streets. The size of the TID is approximately 87 acres and the City invested $8,115,000 for land acquisition, site development and infrastructure development costs. It is anticipated there will be significant additional development in the area in the next several years. TID #13 has facilitated a significant aesthetic improvement in the area, as well as providing needed housing and services to students of the University. MARION ROAD/PEARL AVENUE TIF #13 - Fund 539 9/30/2015 CUMULATIVE EQUALIZED OTHER TRANSFER END OF YEAR END OF YEAR TAX TAX TIF DEBT OTHER EXPENSES/NEW FROM BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE REVENUE TRANSFERS BORROWING TIF #7 WITH LAND LAND BALANCE 1997/1998 $0 $23.64 $0 $10,000 $10,000 $10,000 $0 1998/1999 $0 $23.77 $0 $249,235 $1,040,207 $1,299,442 $1,013,196 $286,246 1999/2000 $0 $23.18 $6,753 $3,281 $2,552,000 $200,000 $4,047,970 $5,033,941 ($985,971) 2000/2001 $0 $23.58 $265,387 $371,004 $896,924 $2,968,730 $378,000 $6,603,393 $6,436,550 $166,843 2001/2002 $0 $24.29 $365,447 $604,922 $5,429,388 $1,035,000 $13,307,255 $11,269,223 $2,038,032 2002/2003 $2,153,300 $23.51 $50,616 $1,105,698 $66,390 $4,503,486 $1,054,209 $17,876,258 $17,534,768 $341,491 2003/2004 $4,343,600 $22.84 $99,164 $1,352,284 ($173,735)$1,116,000 $17,565,403 $17,534,768 $30,636 2004/2005 $10,662,000 $23.05 $244,707 $1,357,123 $2,013 $1,023,000 $1,053,000 $18,531,001 $17,852,092 $678,909 2005/2006 $11,659,200 $22.00 $256,420 $1,353,775 $1,610 $17,852,092 $1,096,000 $679,163 $463,933 $215,230 2006/2007 $12,752,300 $21.98 $280,280 $1,438,294 $37,309 $463,933 $1,158,014 $252,540 $27,643 $224,897 2007/2008 $13,466,400 $22.16 $298,492 $1,440,772 $65,826 $1,152,229 $328,315 $88,608 $239,707 2008/2009 $13,994,200 $22.32 $312,559 $1,425,968 $35,842 $1,145,688 $396,436 $138,263 $258,173 2009/2010 $12,749,900 $23.35 $298,085 $1,419,071 $34,743 $150 $1,140,132 $450,175 $173,337 $276,838 2010/2011 $11,349,500 $24.55 $278,581 $1,292,734 $34,066 $33,112 $1,161,822 $425,461 $0 $425,461 2011/2012 $11,539,600 $24.67 $284,709 $1,334,386 $25,194 $28,543 $1,147,690 $520,125 $0 $520,125 2012/2013 $11,200,600 $25.54 $286,079 $1,330,834 $20,844 $10,158 $1,044,755 $530,811 $0 $530,811 2013/2014 $10,875,100 $25.99 $282,611 $1,329,510 $23,730 $32,075 $521,139 ($3,294)$0 ($3,294) 2014/2015 $10,539,300 $26.145 $275,554 $1,332,073 $21,953 $4,593 $1,547,398 $504,945 $0 $504,945 2015/2016 $10,624,400 $26.145 $277,775 $1,328,240 $3,500 $915,037 $373,017 $0 $373,017 2016/2017 $10,624,400 $26.145 $277,775 $1,327,671 $3,500 $4,367,990 $3,694,611 $0 $3,694,611 2017/2018 $10,624,400 $26.145 $277,775 $1,330,967 $2,641,419 $0 $2,641,419 2018/2019 $10,624,400 $26.145 $277,775 $1,338,691 $1,580,503 $0 $1,580,503 2019/2020 $10,624,400 $26.145 $277,775 $1,229,687 $628,591 $0 $628,591 2020/2021 $10,624,400 $26.145 $277,775 $1,021,545 ($115,179)$0 ($115,179) 2021/2022 $10,624,400 $26.145 $277,775 $378,345 ($215,749)$0 ($215,749) 2022/2023 $10,624,400 $26.145 $277,775 $255,173 ($193,147)$0 ($193,147) 2023/2024 $10,624,400 $26.145 $277,775 $79,275 $5,353 $0 $5,353 2024/2025 $10,624,400 $26.145 $277,775 $77,250 $205,878 $0 $205,878 Debt Balance as of:1/1/2015 $9,698,916 Statutory Closing Year 2025 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #14 - MERCY MEDICAL CENTER COMMUNITY DEVELOPMENT 522-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 493,881 377,660 424,200 449,000 408,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 629,639 472,077 435,900 475,300 475,300 Grants & Aids 23 16 100 300 300 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:629,662 472,093 436,000 475,600 475,600 135,781 94,433 11,800 26,600 66,800 649,076 743,509 714,976 770,109 836,909 City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #14 was created in 2000 to assist with rehabilitation of the vacant former Mercy Medical Center on Hazel Street. The size of the TID is just over 17 acres and over its lifespan the City anticipates investing $3,900,000 to facilitate redevelopment through development assistance grants to construct the Lakefront Manor and Townhouses 58 units and rehabilitation of the main hospital facility, which resulted in a portion 1 2 3 4 5 . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Continue Pay-go Continue Pay-go Significant Accomplishments: Manor and Townhouses 58 units and rehabilitation of the main hospital facility, which resulted in a portion of the hospital being rehabilitated into the Parkside Apartments 34 units and one Affinity doctors office. TID #14 was also the City's first use of the Pay-Go development assistance program. Links to City Strategic Plan: MERCY MEDICAL CENTER TIF #14 - Fund 522 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR TAX TAX TIF DEBT DEVELOPER COMPUTER OTHER NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE AGREEMENT AID EXPENSE BORROWING WITH LAND LAND BALANCE 2000/2001 $0 $0.000 $0.00 $366,000 $366,000 $365,996 $4 2001/2002 $261,000 $24.290 $6,351 $33,750 $26,391 $137,000 $501,992 $502,996 ($1,004) 2002/2003 $1,509,700 $23.510 $35,487 $44,013 $709,000 $1,202,466 $899,388 $303,078 2003/2004 $2,854,400 $22.840 $65,166 $79,683 $262,000 $1,449,949 $1,352,261 $97,687 2004/2005 $3,254,200 $23.050 $74,688 $104,032 $16,514 $1,437,119 $1,352,261 $84,858 2005/2006 $5,198,200 $22.000 $114,323 $121,594 $5,407 $1,435,256 $1,352,261 $82,994 2006/2007 $5,795,700 $21.980 $127,382 $122,370 $95,147 $1,535,415 $1,378,381 $157,034 2007/2008 $6,416,100 $22.160 $142,217 $113,829 $4,380 $204 ($100,116)$1,468,272 $1,378,381 $89,890 2008/2009 $8,762,200 $22.316 $195,703 $113,911 $5,961 $130 $1,556,154 $1,378,381 $177,773 2009/2010 $29,437,300 $23.350 $688,226 $114,258 $4,903 $87 $150 $2,134,961 $1,378,381 $756,580 2010/2011 $22,293,400 $24.547 $547,206 $106,881 $2,144 $59 $804,769 $394,340 $0 $394,340 2011/2012 $24,680,500 $24.672 $608,927 $104,135 $37 $385,877 $513,292 $0 $513,292 2012/2013 $24,651,700 $25.541 $629,639 $104,935 $23 $388,946 $649,073 $0 $649,073 2013/2014 $18,165,900 $25.987 $472,077 $108,272 $16 $269,388 $743,506 $0 $743,506 2014/2015 $18,179,500 $26.145 $475,310 $111,060 $251 $37,859 $1,070,148 $0 $1,070,148 2015/2016 $18,070,500 $26.145 $472,453 $108,610 $1,433,992 $0 $1,433,992 2016/2017 $18,070,500 $26.145 $472,453 $110,873 $1,795,572 $0 $1,795,572 2017/2018 $18,070,500 $26.145 $472,453 $107,754 $2,160,272 $0 $2,160,272 2018/2019 $18,070,500 $26.145 $472,453 $109,415 $2,523,310 $0 $2,523,310 2019/2020 $18,070,500 $26.145 $472,453 $105,805 $2,889,958 $0 $2,889,958 2020/2021 $18,070,500 $26.145 $472,453 $82,413 $3,279,999 $0 $3,279,999 2021/2022 $18,070,500 $26.145 $472,453 $69,315 $3,683,137 $0 $3,683,137 2022/2023 $18,070,500 $26.145 $472,453 $61,410 $4,094,180 $0 $4,094,180 2023/2024 $18,070,500 $26.145 $472,453 $0 $4,566,634 $0 $4,566,634 2024/2025 $18,070,500 $26.145 $472,453 $5,039,087 $0 $5,039,087 2025/2026 $18,070,500 $26.145 $472,453 $5,511,540 $0 $5,511,540 2026/2027 $18,070,500 $26.145 $472,453 $5,983,993 $0 $5,983,993 Debt Balance as of:1/1/2015 $866,654 Statutory Closing Year 2027 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #15 - PARK PLAZA/COMMERCE ST COMMUNITY DEVELOPMENT 524-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 91,751 53,119 81,700 1,099,700 43,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 190,582 195,734 180,400 196,800 196,800 Grants & Aids 35,505 38,640 38,600 41,500 40,000 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 505,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:226,087 234,374 219,000 238,300 741,800 134,336 181,255 137,300 (861,400)698,300 1,630,962 1,812,217 1,949,462 950,817 1,649,117 1 2 3 4 5 . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Complete Parking Study $22,400 Complete Central City Investment Strategy $50,000 Continue paying down debt. Completed Riverside Parking Lot Phase II to be paid back to the TIF in 2016 and 2017 Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #15 was created in 2001 in a portion of the former Park Plaza Mall to create Class A office space in order to retain 4-Imprint in the community. TIF was used as a development assistance grant to offset project costs. The size of the TID is 1.3 acres and during the life of the TID, it is anticipated the City will invest $1,089,077 to assist this development. Links to City Strategic Plan: PARK PLAZA/COMMERCE STREET TIF #15 - Fund 524 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR TAX TAX TIF DEBT COMPUTER OTHER OTHER BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE AID EXPENSES REVENUE WITH LAND LAND BALANCE 2001/2002 $600,000 $600,000 $0 2002/2003 $7,440,000 $23.510 $174,885 $51,980 $56,345 $779,251 $600,000 $179,251 2003/2004 $7,280,400 $22.840 $166,211 $47,231 $55,361 $953,592 $600,000 $353,592 2004/2005 $7,263,000 $23.050 $166,696 $47,862 $43,280 $1,115,705 $600,000 $515,705 2005/2006 $7,328,100 $22.000 $161,166 $47,350 $38,591 $1,268,112 $600,000 $668,112 2006/2007 $7,267,300 $21.980 $159,726 $47,763 $27,225 $1,407,301 $600,000 $807,301 2007/2008 $7,362,900 $22.160 $163,204 $47,054 $36,374 $1,559,825 $600,000 $959,825 2008/2009 $7,786,500 $22.316 $173,911 $47,232 $36,207 $1,722,710 $600,000 $1,122,710 2009/2010 $7,368,600 $23.350 $172,273 $47,283 $36,189 $150 $1,883,740 $600,000 $1,283,740 2010/2011 $7,750,300 $24.545 $190,236 $39,179 $34,111 $746 $1,468,162 $0 $1,468,162 2011/2012 $7,876,900 $24.672 $194,342 $47,809 $34,643 $152,713 $1,496,625 $0 $1,496,625 2012/2013 $7,461,700 $25.541 $190,582 $46,145 $35,505 $45,606 $1,630,961 $0 $1,630,961 2013/2014 $7,532,000 $25.987 $195,734 $45,357 $38,640 $7,762 $1,812,216 $0 $1,812,216 2014/2015 $7,526,000 $26.145 $196,770 $44,395 $41,480 $1,006,385 $999,686 $0 $999,686 2015/2016 $7,736,900 $26.145 $202,281 $43,345 $505,000 $1,663,623 $0 $1,663,623 2016/2017 $7,736,900 $26.145 $202,281 $42,208 $500,000 $2,323,696 $0 $2,323,696 2017/2018 $7,736,900 $26.145 $202,281 $45,845 $2,480,133 $0 $2,480,133 2018/2019 $7,736,900 $26.145 $202,281 $44,335 $2,638,079 $0 $2,638,079 2019/2020 $7,736,900 $26.145 $202,281 $42,755 $2,797,605 $0 $2,797,605 2020/2021 $7,736,900 $26.145 $202,281 $45,968 $2,953,919 $0 $2,953,919 2021/2022 $7,736,900 $26.145 $202,281 $3,156,200 $0 $3,156,200 2022/2023 $7,736,900 $26.145 $202,281 $3,358,481 $0 $3,358,481 2023/2024 $7,736,900 $26.145 $202,281 $3,560,763 $0 $3,560,763 2024/2025 $7,736,900 $26.145 $202,281 $3,763,044 $0 $3,763,044 2025/2026 $7,736,900 $26.145 $202,281 $3,965,325 $0 $3,965,325 2026/2027 $7,736,900 $26.145 $202,281 $4,167,606 $0 $4,167,606 2027/2028 $7,736,900 $26.145 $202,281 $4,369,888 $0 $4,369,888 Debt Balance as of:1/1/2015 $308,850 Statutory Closing Year 2028 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #16 - 100 BLOCK REDEVELOPMENT COMMUNITY DEVELOPMENT 526-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 230,320 238,182 268,500 258,700 230,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 116,918 122,370 117,600 128,200 128,200 Grants & Aids 20 94 100 100 100 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 650,000 0 0 0 0 TOTAL REVENUES:766,938 122,464 117,700 128,300 128,300 536,618 (115,718)(150,800)(130,400)(101,700) 1,614,939 1,499,221 1,348,439 1,368,821 1,267,121 1 2 3 4 5 . . . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #16 was a blighted area that was created in 2001 for the 100 block of N. Main Street to help offset overall development costs through provisions of a development assistance grant to the developer of the property. The size of the TID is 2.08 acres and over the lifetime of the TID the City anticipates investing $1,827,100 to encourage redevelopment in the area. TID #16 has facilitated a significant redevelopment of a highly visible downtown location which includes a 62 unit apartment complex with commercial tenants on the ground floor. Objectives to be Accomplished Next Year: Continue paying down debt. Links to City Strategic Plan: Allen Davis, Director Community Development, PH: (920) 236-5055 Significant Accomplishments:Complete Central City Investment Strategy $25,000 Contact Information: 100 BLOCK REDEVELOPMENT TIF #16 - FUND 526 9/30/2015 PROJECTED EQUALIZED FROM END OF YEAR END OF YEAR TAX TAX TIF DEBT OTHER OTHER NEW OTHER BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE REVENUE EXPENSE BORROWING TIFs WITH LAND LAND BALANCE 2001/2002 $87,144 $2,327,945 $2,240,801 $2,228,313 $12,488 2002/2003 $253,262 $437,154 $2,424,693 $2,228,313 $196,380 2003/2004 $3,560,800 $22.840 $81,293 $259,867 $2,246,119 $2,228,313 $17,806 2004/2005 $6,292,100 $23.050 $144,412 $256,504 $2,134,027 $2,228,313 ($94,285) 2005/2006 $6,669,600 $22.000 $146,684 $258,568 $2,022,143 $2,228,313 ($206,170) 2006/2007 $7,003,100 $21.980 $153,920 $258,473 $203 $426,000 $2,343,793 $2,230,713 $113,080 2007/2008 $4,878,400 $22.160 $108,133 $259,442 $150,086 $981,000 $3,323,570 $2,230,713 $1,092,857 2008/2009 $5,004,300 $22.316 $111,771 $258,278 $5,876 $170,000 $3,352,938 $2,230,713 $1,122,225 2009/2010 $4,495,100 $23.350 $105,093 $259,724 $58 $150 $170,000 $3,368,215 $2,230,713 $1,137,502 2010/2011 $4,639,500 $24.545 $113,880 $229,781 $39 $746 $170,000 $1,190,894 $0 $1,190,894 2011/2012 $4,599,500 $24.672 $113,481 $228,658 $37 $1,663 $650,000 $1,724,091 $0 $1,724,091 2012/2013 $4,577,600 $25.541 $116,918 $225,939 $18 $150 $1,614,938 $0 $1,614,938 2013/2014 $4,708,900 $25.987 $122,370 $231,748 $94 $6,434 $1,499,220 $0 $1,499,220 2014/2015 $4,904,200 $26.145 $128,222 $233,503 $58 $150 $1,393,847 $0 $1,393,847 2015/2016 $5,095,700 $26.145 $133,227 $229,763 $1,297,311 $0 $1,297,311 2016/2017 $5,095,700 $26.145 $133,227 $235,222 $1,195,317 $0 $1,195,317 2017/2018 $5,095,700 $26.145 $133,227 $235,002 $1,093,542 $0 $1,093,542 2018/2019 $5,095,700 $26.145 $133,227 $239,040 $987,729 $0 $987,729 2019/2020 $5,095,700 $26.145 $133,227 $237,040 $883,916 $0 $883,916 2020/2021 $5,095,700 $26.145 $133,227 $244,410 $772,733 $0 $772,733 2021/2022 $5,095,700 $26.145 $133,227 $35,840 $870,120 $0 $870,120 2022/2023 $5,095,700 $26.145 $133,227 $1,003,347 $0 $1,003,347 2023/2024 $5,095,700 $26.145 $133,227 $1,136,574 $0 $1,136,574 2024/2025 $5,095,700 $26.145 $133,227 $1,269,801 $0 $1,269,801 2025/2026 $5,095,700 $26.145 $133,227 $1,403,028 $0 $1,403,028 2026/2027 $5,095,700 $26.145 $133,227 $1,536,255 $0 $1,536,255 2027/2028 $5,095,700 $26.145 $133,227 $1,669,482 $0 $1,669,482 Debt Balance as of: 1/1/2015 $1,689,820 Statutory Closing Year 2028 Note: In 2008, the $981,000 of donor funds comes from: TID #9 ($810,000) and TID #7 ($171,000) All other years are funded solely by TID #7 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #17 - CITY CENTER REDEVELOPMENT COMMUNITY DEVELOPMENT 530-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,439,579 459,286 477,400 468,700 438,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 302,826 313,913 279,000 304,300 304,300 Grants & Aids 133,731 78,522 78,500 57,300 57,000 Fees & Charges 0 0 0 0 0 Miscellaneous 0 643 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:436,557 393,078 357,500 361,600 361,300 (1,003,022)(66,208)(119,900)(107,100)(76,700) 1,266,138 1,199,930 894,438 1,092,830 1,016,130 1 2 3 4 5 . . . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Complete Parking Study $22,400 Objectives to be Accomplished Next Year: Finish installing signage along riverwalk Significant Accomplishments:Installed landscaping and signage along riverwalk Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #17 was a blighted area TID that was created in 2001 around the former Park Plaza Mall to help offset rehabilitation costs to renovate from retain to office space. TIF has been used to reimburse the developer from improvements at the site and in turn the developer has agreed to cooperate with the City to allow for installation of the river walk along the property. Public improvements to the property included streetscaping and instillation of a bike path and pedestrian mall. CITY CENTER REDEVELOPMENT TIF #17 - Fund 530 9/30/2015 PROJECTED EQUALIZED EXEMPT OTHER END OF YEAR END OF YEAR TAX TAX TIF DEBT COMPUTER REVENUE/NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE AID (EXPENSES)BORROWING WITH LAND LAND BALANCE 2001/2002 $506,075 $21,430 $484,644 2002/2003 $3,698,900 $23.510 $86,947 $54,147 $10,745 $345,657 $895,276 $328,657 $566,620 2003/2004 $6,081,400 $22.840 $138,838 $80,463 $70,243 $1,023,894 $635,560 $388,335 2004/2005 $6,284,600 $23.050 $144,240 $77,770 $48,143 $20,319 $700,000 $1,858,826 $1,389,719 $469,108 2005/2006 $6,264,600 $22.000 $137,777 $78,820 $30,715 $1,948,498 $1,412,630 $535,868 2006/2007 $6,326,400 $21.980 $139,047 $134,614 $10,049 $1,962,980 $1,413,327 $549,652 2007/2008 $8,409,900 $22.160 $186,411 $135,348 $7,379 $2,021,422 $1,445,961 $575,461 2008/2009 $11,411,700 $22.316 $254,879 $134,667 $32,819 $2,174,453 $1,486,173 $688,280 2009/2010 $10,513,900 $23.350 $245,808 $135,389 $129,033 ($150)$2,413,756 $1,506,252 $907,504 2010/2011 $10,646,500 $24.545 $261,325 $129,856 $91,668 ($281,477)$1,599,200 $2,448,364 $0 $2,448,364 2011/2012 $10,372,400 $24.672 $255,912 $256,194 $415,131 ($3,195,178)$2,601,123 $2,269,158 $0 $2,269,158 2012/2013 $11,856,300 $25.541 $302,826 $572,342 $133,731 ($867,237)$1,266,136 $0 $1,266,136 2013/2014 $12,079,600 $25.987 $313,913 $448,243 $78,522 ($10,399)$1,199,928 $0 $1,199,928 2014/2015 $11,639,200 $26.145 $304,311 $440,628 $57,258 ($5,857)$1,115,012 $0 $1,115,012 2015/2016 $11,724,400 $26.145 $306,534 $437,825 $983,722 $0 $983,722 2016/2017 $11,724,400 $26.145 $306,534 $439,715 $850,541 $0 $850,541 2017/2018 $11,724,400 $26.145 $306,534 $446,155 $710,920 $0 $710,920 2018/2019 $11,724,400 $26.145 $306,534 $446,870 $570,585 $0 $570,585 2019/2020 $11,724,400 $26.145 $306,534 $442,045 $435,074 $0 $435,074 2020/2021 $11,724,400 $26.145 $306,534 $436,815 $304,794 $0 $304,794 2021/2022 $11,724,400 $26.145 $306,534 $391,215 $220,113 $0 $220,113 2022/2023 $11,724,400 $26.145 $306,534 $368,366 $158,282 $0 $158,282 2023/2024 $11,724,400 $26.145 $306,534 $375,669 $89,147 $0 $89,147 2024/2025 $11,724,400 $26.145 $306,534 $370,675 $25,006 $0 $25,006 2025/2026 $11,724,400 $26.145 $306,534 $320,250 $11,291 $0 $11,291 2026/2027 $11,724,400 $26.145 $306,534 $320,450 ($2,625)$0 ($2,625) 2027/2028 $11,724,400 $26.145 $306,534 $315,300 ($11,390)$0 ($11,390) Debt Balance as of:1/1/2015 $5,551,978 Statutory Closing Year 2028 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #18 - SW INDUSTRIAL PARK EXPANSION COMMUNITY DEVELOPMENT 532-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2015 Proposed Budget 581,830 1,750,194 2,034,500 334,800 1,821,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 406,368 433,115 399,500 435,700 435,700 Grants & Aids 1,469 2,027 1,002,000 1,700 1,001,700 Fees & Charges 0 0 0 0 0 Misc Adjustments 241,620 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:649,457 435,142 1,401,500 437,400 1,437,400 67,627 (1,315,052)(633,000)102,600 (383,600) (847,488)(2,162,540)(2,429,788)(2,059,940)(2,443,540) 1 2 3 4 5 . . . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Railroad spur construction for use by Oshkosh businesses.- Grant Pending for $1,000,000 Continue paying down debt. Significant Accomplishments:Lot filling and grading as a result of a City stormwater management pond project. Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID#18 was created in 2002 to fund the infrastructure costs to expand the Southwest Industrial Park. The expansion area of the park is approximately 178 acres and borders Highway 91 to the south and the Wisconsin and Southern Railroad to the north. Over the lifetime of the TID the City anticipates investing $4,000,000 in costs to put in the roads, sewer and utilities to make available parcels in the park "development ready" for businesses seeking to locate there. SW INDUSTRIAL PARK EXPANSION TIF #18 - Fund 532 9/30/2015 PROJECTED EQUALIZED STATE END OF YEAR END OF YEAR TAX TAX TIF DEBT & OTHER OTHER NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE REVENUE EXPENSE BORROWING WITH LAND LAND BALANCE 2001/2002 $2,564,569 $2,564,569 2002/2003 $212,734 $850,000 $3,201,835 $90,408 $3,111,427 2003/2004 $0 $22.840 $0 $275,322 $2,926,513 $1,927,594 $998,919 2004/2005 $0 $23.050 $0 $281,721 $383,948 $3,028,740 $2,819,679 $209,061 2005/2006 $0 $22.000 $0 $309,882 $2,718,858 $2,682,527 $36,331 2006/2007 $0 $21.980 $0 $312,060 $32,833 $2,439,631 $3,240,023 ($800,392) 2007/2008 $5,788,500 $22.160 $128,306 $357,655 $13,794 $311,230 $2,535,306 $3,246,626 ($711,320) 2008/2009 $7,382,100 $22.316 $164,879 $342,952 $2,357,232 $3,274,596 ($917,363) 2009/2010 $12,897,000 $23.350 $301,524 $342,973 $1,482 $150 $2,317,115 $3,282,846 ($965,731) 2010/2011 $15,248,100 $24.545 $374,275 $324,610 $3,009 $23,703 ($936,760)$0 ($936,760) 2011/2012 $15,185,800 $24.672 $374,670 $319,972 $2,369 $19,450 ($899,143)$0 ($899,143) 2012/2013 $15,910,200 $25.541 $406,369 $325,696 $1,469 $30,487 ($847,488)$0 ($847,488) 2013/2014 $16,666,600 $25.987 $433,115 $324,903 $2,027 $1,425,291 ($2,162,540)$0 ($2,162,540) 2014/2015 $16,663,400 $26.145 $435,671 $315,105 $1,676 $11,794 ($2,052,092)$0 ($2,052,092) 2015/2016 $13,335,400 $26.145 $348,654 $319,827 ($2,023,265)$0 ($2,023,265) 2016/2017 $13,335,400 $26.145 $348,654 $313,250 ($1,987,861)$0 ($1,987,861) 2017/2018 $13,335,400 $26.145 $348,654 $321,475 ($1,960,682)$0 ($1,960,682) 2018/2019 $13,335,400 $26.145 $348,654 $329,050 ($1,941,078)$0 ($1,941,078) 2019/2020 $13,335,400 $26.145 $348,654 $325,550 ($1,917,974)$0 ($1,917,974) 2020/2021 $13,335,400 $26.145 $348,654 $331,313 ($1,900,633)$0 ($1,900,633) 2021/2022 $13,335,400 $26.145 $348,654 $121,225 ($1,673,204)$0 ($1,673,204) 2022/2023 $13,335,400 $26.145 $348,654 $42,400 ($1,366,950)$0 ($1,366,950) 2023/2024 $13,335,400 $26.145 $348,654 $41,200 ($1,059,496)$0 ($1,059,496) 2024/2025 $13,335,400 $26.145 $348,654 $0 ($710,842)$0 ($710,842) 2026 to 2030 $0 ($710,842)$0 ($710,842) Debt Balance as of:1/1/2015 $2,460,395 Statutory Closing Year 2025 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #19 - NW INDUSTRIAL PARK EXPANSION COMMUNITY DEVELOPMENT 528-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 144,963 141,366 148,900 135,000 135,000 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 214,448 246,536 228,100 248,800 248,800 Grants & Aids 2,337 1,723 170 8,700 8,700 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:216,785 248,259 228,270 257,500 257,500 71,822 106,893 79,370 122,500 122,500 291,100 397,993 472,270 520,493 642,993 1 2 3 4 5 . . . . . . . . . . Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #19 was created in 2003 to fund the infrastructure costs to expand the Northwest Industrial Park. The expansion area of the park is approximately 54 acres and is bordered on the south by Snell Road and to the west by Vinland Street. Over the lifetime of the TID the City anticipates investing $3,000,000 in costs to acquire land and put in the roads, sewer and utilities to make available parcels in the park "development ready" for businesses seeking to locate there. Links to City Strategic Plan: Continue paying down debt. Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: NW INDUSTRIAL PARK EXPANSION TIF #19 - Fund 528 9/30/2015 PROJECTED EQUALIZED EXEMPT OTHER END OF YEAR END OF YEAR TAX TAX TIF COMPUTER REVENUE DEBT NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT AID (EXPENSE)SERVICE BORROWING WITH LAND LAND BALANCE 2003/2004 $22.840 $39,142 $895,858 $1,020,503 ($124,645) 2004/2005 $0 $23.050 $0 $78,556 $845,305 $1,662,607 $1,647,037 $15,570 2005/2006 $609,000 $22.000 $13,394 $138,320 $1,537,681 $1,547,227 ($9,546) 2006/2007 $4,424,200 $21.980 $97,239 $2,497 $18,686 $138,940 $1,517,162 $1,551,091 ($33,928) 2007/2008 $6,804,800 $22.160 $150,833 $550 $155,792 ($120,000)$1,392,754 $1,552,520 ($159,766) 2008/2009 $8,103,700 $22.316 $180,995 $1,508 ($444)$131,464 $140,000 $1,583,350 $1,552,520 $30,830 2009/2010 $8,296,900 $23.350 $193,976 $2,490 ($150)$140,733 $1,638,933 $1,552,520 $86,413 2010/2011 $8,340,600 $24.545 $204,725 $2,479 ($2,594)$137,449 $153,574 $0 $153,574 2011/2012 $8,414,600 $24.672 $207,608 $2,566 ($6,963)$137,507 $219,278 $0 $219,278 2012/2013 $8,396,100 $25.541 $214,448 $2,337 ($5,257)$139,706 $291,100 $0 $291,100 2013/2014 $9,486,900 $25.987 $246,536 $1,723 ($8,736)$132,630 $397,993 $0 $397,993 2014/2015 $9,514,800 $26.145 $248,768 $8,685 ($150)$508,306 $146,990 $0 $146,990 2015/2016 $9,302,100 $26.145 $243,203 $123,571 $266,623 $0 $266,623 2016/2017 $9,302,100 $26.145 $243,203 $82,935 $426,891 $0 $426,891 2017/2018 $9,302,100 $26.145 $243,203 $80,926 $589,169 $0 $589,169 2018/2019 $9,302,100 $26.145 $243,203 $78,859 $753,513 $0 $753,513 2019/2020 $9,302,100 $26.145 $243,203 $86,827 $909,889 $0 $909,889 2020/2021 $9,302,100 $26.145 $243,203 $84,489 $1,068,604 $0 $1,068,604 2021/2022 $9,302,100 $26.145 $243,203 $82,340 $1,229,467 $0 $1,229,467 2022/2023 $9,302,100 $26.145 $243,203 $39,748 $1,432,923 $0 $1,432,923 2023/2024 $9,302,100 $26.145 $243,203 $8,588 $1,667,538 $0 $1,667,538 2024/2025 $9,302,100 $26.145 $243,203 $8,286 $1,902,455 $0 $1,902,455 2025/2026 $9,302,100 $26.145 $243,203 $8,027 $2,137,632 $0 $2,137,632 2026/2027 $7,769 $2,129,863 $0 $2,129,863 2027/2028 $7,505 $2,122,358 $0 $2,122,358 Debt Balance as of:1/1/2015 $1,208,176 Statutory Closing Year 2026 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #20 - SOUTH SHORE REDEVELOPMENT COMMUNITY DEVELOPMENT 534-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,363,278 3,072,649 4,308,800 3,459,000 1,966,500 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 611,200 0 0 Grants & Aids 680,384 1,832 447,200 801,300 944,800 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 3,160,000 2,900,000 2,975,000 1,560,000 TOTAL REVENUES:680,384 3,161,832 3,958,400 3,776,300 2,504,800 (682,894)89,183 (350,400)317,300 538,300 (95,315)(6,132)(479,615)311,168 849,468 1 2 3 4 5 . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Significant Accomplishments:Construct Boat Works riverwalk extension additional DNR grant funding of $363,000 Design/bidding of Phase 1 of Jeld-Wen riverwalk extension Land purchase for possible redevelopment Apply for more Riverwalk grants Land purchase for possible redevelopment Design Phase II of Morgan District Riverwalk West of Oregon St. Complete Central City Investment Strategy $25,000 Objectives to be Accomplished Next Year: Construct Phase I of Morgan District riverwalk part of Oregon St. Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances:Transfer from TID 7 to TID 20 planned. Value of TID 20 decreased $5.5 million since it was created. Mission Statement: TID#20 is a blighted area and was created in 2005 to redevelop a large area located along the south side of the Fox River in the central city. TIF is and will be used for blight elimination through acquisition and clearance activity as well as infrastructure improvement including development of the riverwalk system. Several blighted properties have already been acquired and lands are being assembled for future redevelopment SOUTH SHORE REDEVELOPMENT TIF #20 - Fund 534 9/30/2015 PROJECTED EQUALIZED EXEMPT OTHER TRANSFER END OF YEAR END OF YEAR TAX TAX TIF DEBT BUILDING COMPUTER REVENUE FROM BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE RENT AID (EXPENSE)TIF #7 WITH LAND LAND BALANCE $90,967 $17,026 $73,941 2004/2005 $0 $23.050 $0 $8,927 $6,360 ($124,536)($36,136)$0 ($36,136) 2005/2006 $0 $22.000 $0 $148,345 $23,100 $3,211,749 ($738,364)$2,312,004 $0 $2,312,004 2006/2007 $0 $21.980 $0 $277,119 $35,586 $372,500 $2,442,971 $513,425 $1,929,546 2007/2008 $0 $22.160 $0 $278,363 $39,224 $2,203,832 $1,034,228 $1,169,603 2008/2009 $0 $22.316 $0 $307,577 $7,600 $3,015 $792,933 $2,699,802 $2,158,890 $540,913 2009/2010 $0 $23.350 $0 $308,306 $35,735 $2,081 $256,068 ($150)$2,685,230 $2,392,939 $292,292 2010/2011 $0 $24.545 $0 $419,698 $2,241 ($405,666)($530,832)$0 ($530,832) 2011/2012 $0 $24.672 $0 $456,700 $1,549 $2,986,859 ($1,413,298)$587,578 $0 $587,578 2012/2013 $0 $25.541 $0 $719,471 $1,515 $678,869 ($643,807)($95,316)$0 ($95,316) 2013/2014 $0 $25.987 $0 $601,104 $1,832 ($2,471,545)$3,160,000 ($6,133)$0 ($6,133) 2014/2015 $0 $26.145 $0 $602,196 $1,271 ($2,279,502)$2,975,000 $88,440 $0 $88,440 2015/2016 $0 $26.145 $0 $606,306 $1,300 ($970,150)$1,560,000 $73,284 $0 $73,284 2016/2017 $0 $26.145 $0 $604,768 $1,300 ($820,150)$6,642,000 $5,291,666 $0 $5,291,666 2017/2018 $0 $26.145 $0 $606,522 $4,685,144 $0 $4,685,144 2018/2019 $0 $26.145 $0 $607,408 $4,077,736 $0 $4,077,736 2019/2020 $0 $26.145 $0 $512,398 $3,565,338 $0 $3,565,338 2020/2021 $0 $26.145 $0 $483,197 $3,082,141 $0 $3,082,141 2021/2022 $0 $26.145 $0 $479,757 $2,602,384 $0 $2,602,384 2022/2023 $0 $26.145 $0 $471,428 $2,130,956 $0 $2,130,956 2023/2024 $0 $26.145 $0 $472,610 $1,658,346 $0 $1,658,346 2024/2025 $0 $26.145 $0 $471,665 $1,186,681 $0 $1,186,681 2025/2026 $0 $26.145 $0 $205,750 $980,931 $0 $980,931 2026/2027 $0 $26.145 $0 $205,500 $775,431 $0 $775,431 2027/2028 $0 $26.145 $0 $180,100 $595,331 $0 $595,331 2028/2029 $0 $26.145 $0 $180,300 $415,031 $0 $415,031 2029/2030 $0 $26.145 $0 $180,350 $234,681 $0 $234,681 2030/2031 $0 $26.145 $0 $180,250 $54,431 $0 $54,431 2031/2032 $0 $26.145 $0 $0 $54,431 $0 $54,431 Debt Balance as of:1/1/2015 $7,050,505 Statutory Closing Year 2032 NEW BORROWIN G / GRANTS SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #21 - FOX RIVER CORRIDOR COMMUNITY DEVELOPMENT 536-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 236,297 998,049 2,418,700 1,389,300 8,075,250 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 164,880 148,534 136,300 148,600 283,000 Grants & Aids 504,336 299 300 400 636,300 Fees & Charges 0 0 0 0 0 Miscellaneous 0 24 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 1,092,966 0 0 797,500 7,131,000 TOTAL REVENUES:1,762,182 148,857 136,600 946,500 8,050,300 1,525,885 (849,192)(2,282,100)(442,800)(24,950) 1,309,436 460,244 105,236 17,444 (7,506) 1 2 3 4 5 . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Significant Accomplishments:Construction of Rivers II housing development; $5.2 million in added value Complete Central City Investment Strategy $25,000 Objectives to be Accomplished Next Year: Redevelopment of Parcel H-Bank Project Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances:Lease Revenue Bond (LRB) of $6,360,000 due through Redevelopment Authority Mission Statement: TID#21 was created in 2006 to assist with rehabilitation of blighted property in the central city west of Jackson Street between the Fox River and Pearl Avenue and Marion Road. The size of the TID is approximately 26 acres and over the life of the TID the City anticipates investing $4,400,000 to encourage redevelopment in the area, including property acquisition, clearance of site, infrastructure improvements, environmental remediation, site preparation, trail system and seawall improvements, docking facilities and potential developer assistance. TID #21, while still in its early stages, has already facilitated aesthetic improvement in the area and resulted in the construction of new facilities. FOX RIVER CORRIDOR TIF #21 - Fund 536 9/30/2015 PROJECTED EQUALIZED LEASE EXEMPT TRANSFER END OF YEAR END OF YEAR TAX TAX TIF DEBT REVENUE COMPUTER OTHER OTHER NEW FROM BALANCE CASH YEAR INCREMENT RATE AMOUNT SERVICE BOND AID REVENUE EXPENSE BORROWING TIF #7 WITH LAND LAND BALANCE 2206/2007 $0 $0 $0 $0 2007/2008 $0 $22.160 $0 $0 $126 $126 $0 $126 2008/2009 $1,991,400 $22.316 $44,478 $44,604 $0 $44,604 2009/2010 $815,700 $23.350 $19,071 $150 $63,524 $0 $63,524 2010/2011 $1,793,000 $24.545 $44,010 $0 $0 $784,716 $3,893,114 $2,015,000 ($985,863)$0 ($985,863) 2011/2012 $4,937,600 $24.672 $121,822 $148,199 $1,070,429 $274,638 ($216,449)$0 ($216,449) 2012/2013 $6,455,400 $25.541 $164,880 $146,069 $899 $1,596,403 $90,229 $0 $1,309,435 $0 $1,309,435 2013/2014 $5,715,700 $25.987 $148,534 $144,468 $0 $299 $24 $853,581 $460,243 $0 $460,243 2014/2015 $5,685,500 $26.145 $148,649 $147,068 $397,500 $395 $841,083 $797,500 $21,136 $0 $21,136 2015/2016 $5,700,300 $26.145 $149,034 $144,519 $6,757,500 $300 $636,000 $1,169,650 $7,131,000 ($134,199)$0 ($134,199) 2016/2017 $10,825,000 $26.145 $283,020 $146,969 $300 $2,152 $0 $2,152 2017/2018 $12,824,000 $26.145 $335,283 $144,269 $193,167 $0 $193,167 2018/2019 $15,790,000 $26.145 $412,830 $141,569 $464,428 $0 $464,428 2019/2020 $20,759,000 $26.145 $542,744 $143,869 $863,303 $0 $863,303 2020/2021 $21,753,000 $26.145 $568,732 $141,019 $1,291,016 $0 $1,291,016 2021/2022 $21,753,000 $26.145 $568,732 $143,169 $1,716,580 $0 $1,716,580 2022/2023 $21,753,000 $26.145 $568,732 $140,044 $2,145,268 $0 $2,145,268 2023/2024 $21,753,000 $26.145 $568,732 $141,794 $2,572,207 $0 $2,572,207 2024/2025 $21,753,000 $26.145 $568,732 $143,250 $2,997,689 $0 $2,997,689 2025/2026 $21,753,000 $26.145 $568,732 $139,400 $3,427,021 $0 $3,427,021 2026/2027 $21,753,000 $26.145 $568,732 $140,000 $3,855,753 $0 $3,855,753 2027/2028 $21,753,000 $26.145 $568,732 $140,400 $4,284,085 $0 $4,284,085 2028/2029 $21,753,000 $26.145 $568,732 $140,600 $4,712,218 $0 $4,712,218 2029/2030 $21,753,000 $26.145 $568,732 $140,600 $5,140,350 $0 $5,140,350 2030/2031 $21,753,000 $26.145 $568,732 $137,700 $5,571,382 $0 $5,571,382 2031/2032 $21,753,000 $26.145 $568,732 $0 $6,140,114 $0 $6,140,114 2032/2033 $21,753,000 $26.145 $568,732 $0 $6,708,846 $0 $6,708,846 Debt Balance:$2,416,237 Lease Revenue Bond:$7,155,000 Total Debt Balance as of:1/1/2015 $9,571,237 Statutory Closing Year 2033 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #23 - SW INDUSTRIAL PARK EXPANSION COMMUNITY DEVELOPMENT 540-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 20,139 895,608 2,812,700 5,692,500 359,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 200 0 0 Fees & Charges 0 0 0 0 0 Misc Adjustment (241,620)0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 885,972 0 1,250,000 0 TOTAL REVENUES:(241,620)885,972 200 1,250,000 0 (261,759)(9,636)(2,812,500)(4,442,500)(359,800) 1,463,706 1,454,070 (2,628,422)(2,988,430)(3,348,230) 1 2 3 4 . . . . . . . . City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #23 was created in 2010 to assist with continued development of the Southwest Industrial Park one of the best performing industrial parks in the community. TID #23 is located south of 20th Avenue, north of State Highway 91 and west of S. Oakwood Road on both sides of Clairville Road. The size of the TID is approximately 266 acres. Over the lifetime of the TID the City anticipates investing $8,450,000 to acquire the land and put in the roads, sewer and utilities to make available parcels in the park "development ready" for businesses seeking to locate there. TID #23 is new and currently vacant, but as with the rest of the industrial parks in Oshkosh, is expected to be home to many businesses, generate significant property tax increment and create jobs before it closes in 2029. Objectives to be Accomplished Next Year: Begin marketing and selling land Links to City Strategic Plan: Significant Accomplishments:Complete construction of Industrial Park expansion at a cost of approximately $4.3 million Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 SW INDUSTRIAL PARK EXPANSION TIF #23 - Fund 540 9/30/2015 PROJECTED EQUALIZED EXEMPT OTHER END OF YEAR END OF YEAR TAX TAX TIF COMPUTER REVENUE DEBT NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT AID (EXPENSE)SERVICE BORROWING WITH LAND LAND BALANCE 2008/2009 $22.316 ($6,502)($6,502)$8,780 ($15,282) 2009/2010 $0 $23.350 $0 ($27,028)$150,000 $116,470 $20,757 $95,713 2010/2011 $0 $24.545 $0 ($164,474)$14,179 $2,036,000 $1,953,060 $0 $1,953,060 2011/2012 $0 $24.672 $0 ($27,761)$199,836 $1,725,463 $0 $1,725,463 2012/2013 $0 $25.541 $0 ($59,459)$202,300 $1,463,704 $0 $1,463,704 2013/2014 $0 $25.987 $0 $188,537 $198,173 $1,454,068 $0 $1,454,068 2014/2015 $0 $26.145 $0 ($2,499,735)$199,147 $1,250,000 $5,186 $0 $5,186 2015/2016 $0 $26.145 $0 $359,573 ($354,387)$0 ($354,387) 2016/2017 $0 $26.145 $0 $360,353 ($714,740)$0 ($714,740) 2017/2018 $0 $26.145 $0 $355,950 ($1,070,690)$0 ($1,070,690) 2018/2019 $0 $26.145 $0 $356,522 ($1,427,212)$0 ($1,427,212) 2019/2020 $0 $26.145 $0 $356,945 ($1,784,157)$0 ($1,784,157) 2020/2021 $0 $26.145 $0 $352,201 ($2,136,358)$0 ($2,136,358) 2021/2022 $0 $26.145 $0 $352,441 ($2,488,799)$0 ($2,488,799) 2022/2023 $0 $26.145 $0 $352,324 ($2,841,123)$0 ($2,841,123) 2023/2024 $0 $26.145 $0 $351,841 ($3,192,964)$0 ($3,192,964) 2024/2025 $0 $26.145 $0 $186,252 ($3,379,216)$0 ($3,379,216) 2025/2026 $0 $26.145 $0 ($3,379,216)$0 ($3,379,216) 2026/2027 $0 $26.145 $0 ($3,379,216)$0 ($3,379,216) 2027/2028 $0 $26.145 $0 ($3,379,216)$0 ($3,379,216) 2028/2029 $0 $26.145 $0 ($3,379,216)$0 ($3,379,216) Debt Balance as of:1/1/2015 $3,583,549 Statutory Closing Year 2030 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #24 - OSHKOSH CORPORATION COMMUNITY DEVELOPMENT 520-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 224,973 234,592 233,000 220,200 220,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 208,497 218,314 198,100 216,100 216,100 Grants & Aids 16,418 16,278 16,300 14,500 14,500 Fees & Charges 0 0 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:224,915 234,592 214,400 230,600 230,600 (58)0 (18,600)10,400 10,400 7,407 7,407 (7,193)17,807 28,207 1 2 3 4 5 . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Paygo payment. Paygo payment. Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #24 was created in 2010 to assist with redevelopment of the area, including a 150,000 square foot E- Coat facility to be utilized by Oshkosh Corporation in fulfillment of a $3,000,000,000 defense contract. The TID is located around 333 W 29th Avenue, generally bounded by West Waukau Avenue on the south and Hughes Street on the west and north. The size of the TID is approximately 80 acres and over the life of the TID it is anticipated that the City will invest $8,000,000 which is primarily associated with providing development assistance to Oshkosh corporation for construction of the facility. Links to City Strategic Plan: OSHKOSH CORP. TIF #24 - Fund 520 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR TAX TAX TIF COMPUTER OTHER DEBT OTHER NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT AID REVENUES SERVICE EXPENSES BORROWING WITH LAND LAND BALANCE 2009/2010 $0 $0 $750,000 $751,000 ($1,000)$0 ($1,000) 2010/2011 $0 $24.545 $0 $274,368 $280,871 ($7,503)$0 ($7,503) 2011/2012 $7,134,500 $24.672 $176,025 $9,277 $170,334 $7,465 $0 $7,465 2012/2013 $8,163,100 $25.541 $208,497 $16,418 $224,973 $7,407 $0 $7,407 2013/2014 $8,400,900 $25.987 $218,314 $16,278 $234,592 $7,407 $0 $7,407 2014/2015 $8,263,600 $26.145 $216,055 $14,524 $150 $237,836 $0 $237,836 2015/2016 $8,327,900 $26.145 $217,733 $455,569 $0 $455,569 2016/2017 $8,327,900 $26.145 $217,733 $673,302 $0 $673,302 2017/2018 $8,327,900 $26.145 $217,733 $891,035 $0 $891,035 2018/2019 $8,327,900 $26.145 $217,733 $1,108,768 $0 $1,108,768 2019/2020 $8,327,900 $26.145 $217,733 $1,326,501 $0 $1,326,501 2020/2021 $8,327,900 $26.145 $217,733 $1,544,234 $0 $1,544,234 2021/2022 $8,327,900 $26.145 $217,733 $1,761,967 $0 $1,761,967 2022/2023 $8,327,900 $26.145 $217,733 $1,979,700 $0 $1,979,700 2023/2024 $8,327,900 $26.145 $217,733 $2,197,432 $0 $2,197,432 2024/2025 $8,327,900 $26.145 $217,733 $2,415,165 $0 $2,415,165 2025/2026 $8,327,900 $26.145 $217,733 $2,632,898 $0 $2,632,898 2026/2027 $8,327,900 $26.145 $217,733 $2,850,631 $0 $2,850,631 2027/2028 $8,327,900 $26.145 $217,733 $3,068,364 $0 $3,068,364 2028/2029 $8,327,900 $26.145 $217,733 $3,286,097 $0 $3,286,097 2029/2030 $8,327,900 $26.145 $217,733 $3,503,830 $0 $3,503,830 2030/2031 $8,327,900 $26.145 $217,733 $3,721,563 $0 $3,721,563 2031/2032 $8,327,900 $26.145 $217,733 $3,939,296 $0 $3,939,296 Debt Balance as of:1/1/2015 $0 Statutory Closing Year 2032 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #25 - CITY CENTER HOTEL COMMUNITY DEVELOPMENT 502-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 3,513,536 269,724 372,300 354,800 329,800 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 142,200 479,400 155,100 Grants & Aids 15,000 0 2,000 7,300 7,300 Fees & Charges 0 0 0 0 0 Miscellaneous 820 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 2,000,000 0 0 0 0 TOTAL REVENUES:2,015,820 0 144,200 486,700 162,400 (1,497,716)(269,724)(230,100)131,900 (167,400) (1,719,220)(1,988,944)(2,294,020)(1,857,044)(2,024,444) 1 2 3 4 5 . . . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Pay-go calculation based on 2015 Assessed Value Significant Accomplishments:Installed signage for Riverwalk Complete Central City Investment Strategy $25,000 Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #25 was created in 2012 to assist with redevelopment of the City Center Hotel. CITY CENTER HOTEL REHABILITATION TIF #25 - Fund 502 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR TAX TAX TIF COMPUTER OTHER DEBT OTHER NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT AID REVENUES SERVICE EXPENSES BORROWING WITH LAND LAND BALANCE ($31,377) 2011/2012 $0 $24.672 $0 $190,127 ($221,504)$0 ($221,504) 2012/2013 $0 $25.541 $0 $15,820 $3,513,536 $2,000,000 ($1,719,220)$0 ($1,719,220) 2013/2014 $0 $25.987 $0 $254,553 $15,171 ($1,988,944)$0 ($1,988,944) 2014/2015 $5,931,400 $26.145 $155,079 $7,261 $324,346 $254,554 $150 ($1,756,962)$0 ($1,756,962) 2015/2016 $9,838,800 $26.145 $257,235 $254,553 ($1,754,280)$0 ($1,754,280) 2016/2017 $9,838,800 $26.145 $257,235 $254,553 ($1,751,597)$0 ($1,751,597) 2017/2018 $9,838,800 $26.145 $257,235 $254,553 ($1,748,915)$0 ($1,748,915) 2018/2019 $9,838,800 $26.145 $257,235 $254,553 ($1,746,232)$0 ($1,746,232) 2019/2020 $9,838,800 $26.145 $257,235 $254,554 ($1,743,551)$0 ($1,743,551) 2020/2021 $9,838,800 $26.145 $257,235 $254,554 ($1,740,869)$0 ($1,740,869) 2021/2022 $9,838,800 $26.145 $257,235 $254,554 ($1,738,188)$0 ($1,738,188) 2022/2023 $9,838,800 $26.145 $257,235 ($1,480,953)$0 ($1,480,953) 2023/2024 $9,838,800 $26.145 $257,235 ($1,223,717)$0 ($1,223,717) 2024/2025 $9,838,800 $26.145 $257,235 ($966,482)$0 ($966,482) 2025/2026 $9,838,800 $26.145 $257,235 ($709,246)$0 ($709,246) 2026/2027 $9,838,800 $26.145 $257,235 ($452,011)$0 ($452,011) 2027/2028 $9,838,800 $26.145 $257,235 ($194,775)$0 ($194,775) 2028/2029 $9,838,800 $26.145 $257,235 $62,460 $0 $62,460 2029/2030 $9,838,800 $26.145 $257,235 $319,695 $0 $319,695 2030/2031 $9,838,800 $26.145 $257,235 $576,931 $0 $576,931 2031/2032 $9,838,800 $26.145 $257,235 $834,166 $0 $834,166 2032/2033 $9,838,800 $26.145 $257,235 $1,091,402 $0 $1,091,402 2033/2034 $9,838,800 $26.145 $257,235 $1,348,637 $0 $1,348,637 Debt Balance as of:1/1/2015 $2,036,428 Statutory Closing Year 2039 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #26 - AVIATION BUSINESS PARK COMMUNITY DEVELOPMENT 504-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 675,085 462,764 2,188,200 1,072,500 4,876,300 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 69,075 96,000 90,000 2,000,000 Fees & Charges 0 0 0 0 0 Miscellaneous 5,016 5,016 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 3,284,100 0 0 0 0 TOTAL REVENUES:3,289,116 74,091 96,000 90,000 2,000,000 2,614,031 (388,673)(2,092,200)(982,500)(2,876,300) 2,590,496 2,201,823 2,173,846 1,219,323 (1,656,977) 1 2 3 4 5 . . . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Bidding/Award for infrastructure Objectives to be Accomplished Next Year: Complete infrastructure installation Complete aviation marketing project / DOD grant UW-O Accelerator Project started Significant Accomplishments:Complete design infrastructure DOD ORDIDI EDA grant approved for $2,000,000 of infrastructure. Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement:TID #26 was created in 2013 to help finance the acquisition and development of 80 acres for aviation related businesses and manufacturers. Winnebago County purchased the land adjoining the airport. AVIATION BUSINESS PARK TIF #26 - Fund 504 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR TAX TAX TIF COMPUTER OTHER DEBT OTHER NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT AID REVENUES SERVICE EXPENSES BORROWING WITH LAND LAND BALANCE $0 2011/2012 $0 $24.672 $0 $23,535 ($23,535)$0 ($23,535) 2012/2013 $0 $25.541 $0 $5,016 $675,085 $3,284,100 $2,590,496 $0 $2,590,496 2013/2014 $0 $25.987 $0 $74,091 $73,976 $388,787 $2,201,824 $0 $2,201,824 2014/2015 $0 $26.145 $0 $0 $133,469 $412,508 $323,479 $1,599,306 $0 $1,599,306 2015/2016 $0 $26.145 $0 $412,508 $1,186,798 $0 $1,186,798 2016/2017 $0 $26.145 $0 $412,508 $774,290 $0 $774,290 2017/2018 $0 $26.145 $0 $412,508 $361,782 $0 $361,782 2018/2019 $0 $26.145 $0 $412,508 ($50,726)$0 ($50,726) 2019/2020 $0 $26.145 $0 $412,508 ($463,234)$0 ($463,234) 2020/2021 $0 $26.145 $0 $412,508 ($875,742)$0 ($875,742) 2021/2022 $0 $26.145 $0 $412,508 ($1,288,250)$0 ($1,288,250) 2022/2023 $0 $26.145 $0 $412,508 ($1,700,758)$0 ($1,700,758) 2023/2024 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2024/2025 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2025/2026 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2026/2027 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2027/2028 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2028/2029 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2029/2030 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2030/2031 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2031/2032 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2032/2033 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) 2033/2034 $0 $26.145 $0 ($1,700,758)$0 ($1,700,758) Debt Balance as of:1/1/2015 $3,712,572 Statutory Closing Year 2033 SPECIAL FUND:DEPARTMENT:ACCOUNT: TIF #27 - North Main Street Industrial Park COMMUNITY DEVELOPMENT 508-1040-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 0 58,544 156,511 200 200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 0 20,000 0 0 0 Miscellaneous 0 0 0 0 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:0 20,000 0 0 0 0 (38,544)(156,511)(200)(200) 0 (38,544)(195,311)(38,744)(38,944) 1 2 3 4 5 . . . . . . . . . . . . Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055 Objectives to be Accomplished Next Year: Construct stormwater management pond Pay-go payment calculated Significant Accomplishments:Established TID Construction of $14,000,000 expansion at Bemis. Design of stormwater management pond. Links to City Strategic Plan:Job retention and creation Tax base growth Median income increase City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: TID #27 was created to assist with the development of 110,000 sq. ft. addition that would retain 161 jobs and create an additional 160 jobs. The TID will also provide a long term solution for stormwater issues in the North Industrial Park NORTH MAIN STREET INDUSTRIAL PARK TIF #27 - Fund 508 9/30/2015 PROJECTED EQUALIZED EXEMPT END OF YEAR END OF YEAR TAX TAX TIF COMPUTER OTHER DEBT OTHER NEW BALANCE CASH YEAR INCREMENT RATE AMOUNT AID REVENUES SERVICE EXPENSES BORROWING WITH LAND LAND BALANCE $0 2013/2014 $0 $25.987 $0 $20,000 $58,544 ($38,544)$0 ($38,544) 2014/2015 $0 $26.145 $0 $150 ($38,694)$0 ($38,694) 2015/2016 $0 $26.145 $0 ($38,694)$0 ($38,694) 2016/2017 $0 $26.145 $0 ($38,694)$0 ($38,694) 2017/2018 $0 $26.145 $0 ($38,694)$0 ($38,694) 2018/2019 $0 $26.145 $0 ($38,694)$0 ($38,694) 2019/2020 $0 $26.145 $0 ($38,694)$0 ($38,694) 2020/2021 $0 $26.145 $0 ($38,694)$0 ($38,694) 2021/2022 $0 $26.145 $0 ($38,694)$0 ($38,694) 2022/2023 $0 $26.145 $0 ($38,694)$0 ($38,694) 2023/2024 $0 $26.145 $0 ($38,694)$0 ($38,694) 2024/2025 $0 $26.145 $0 ($38,694)$0 ($38,694) 2025/2026 $0 $26.145 $0 ($38,694)$0 ($38,694) 2026/2027 $0 $26.145 $0 ($38,694)$0 ($38,694) 2027/2028 $0 $26.145 $0 ($38,694)$0 ($38,694) 2028/2029 $0 $26.145 $0 ($38,694)$0 ($38,694) 2029/2030 $0 $26.145 $0 ($38,694)$0 ($38,694) 2030/2031 $0 $26.145 $0 ($38,694)$0 ($38,694) 2031/2032 $0 $26.145 $0 ($38,694)$0 ($38,694) 2032/2033 $0 $26.145 $0 ($38,694)$0 ($38,694) 2033/2034 $0 $26.145 $0 ($38,694)$0 ($38,694) 2034/2035 $0 $26.145 $0 ($38,694)$0 ($38,694) 2035/2036 $0 $26.145 $0 ($38,694)$0 ($38,694) Debt Balance as of:1/1/2015 $0 Statutory Closing Year 2034 FUND:FUNCTION:DEPARTMENT:ACCOUNT: HEALTH INSURANCE FUND HEALTH INSURANCE FUND HEALTH INSURANCE FUND 601-0903-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 9,176,885 9,188,047 10,899,500 10,106,996 2,741,100 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Grants & Aids 0 0 0 0 0 Fees & Charges 8,947,584 10,405,245 11,408,600 11,225,300 Miscellaneous 4,649 3,923 4,000 0 250,000 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:8,952,233 10,409,168 11,412,600 11,225,300 250,000 (224,652)1,221,121 513,100 1,118,304 (2,491,100) 341,612 1,562,733 1,248,710 2,681,037 189,937 1 2 3 4 5 . . . . . . . Current Net Surplus/Deficit: Ending Fund Balance: Objectives to be Accomplished Next Year: Significant Accomplishments: City of Oshkosh, 2016 Proposed Budget and Performance Report Budget Variances:2015 changed to fully insured health plan and added dental insurance. Purpose Statement:To provide benefits that attract, recruit highly skilled employees and retain high-performing employees. The Health Insurance Fund includes a hybrid of: Third Party Administrator, Stop Loss Carrier, Networks, Pharmacy Benefit Manager, and Transplant Rider. Health insurance benefits are offered to full time and regular part time employees (part-time minimum of 1,200 hours per year). Links to City Strategic Plan: 2012 Actual 2013 Actual 2014 Actual Trend Comment Goal: Goal: Contact Information:Pam Resch, Human Resources Manager, PH: (920) 236-5110 Goals & Measures Goal: Goal: Key Performance Measures ACCOUNT:601-0903-XXXX-XXXXX FUND: FUNCTION: DEPARTMENT:HEALTH INSURANCE FUND 2013 2014 2015 2015 2016 NUMBER CLASSIFICATION EXPEND.EXPEND.APPROP.EST.PROP. Account-Project Health Insurance 6306-00000 Health Insurance 0 0 0 0 0 TOTAL HEALTH INSURANCE 0 0 0 0 0 Account-Project Contractual Services 6401-00000 Contractual Services 54,000 54,000 54,000 54,000 67,200 6401-11901 Medical Claims 6,628,585 6,552,640 7,448,600 6,770,300 1,692,600 6401-11902 Drug Claims 1,068,223 1,094,525 1,407,200 1,267,300 316,800 6401-11903 Medical Administration 151,724 147,328 243,600 345,896 114,500 6401-11905 Stop Loss & Transplant 1,229,456 1,322,834 1,680,300 1,498,500 300,000 6401-11908 Interra Health Inc.0 0 0 116,900 230,000 6411-11907 Promotional Materials 744 0 0 0 15,000 6458-11907 Conference and Training 0 2,635 3,000 1,600 2,000 6459-00000 Other Employee Training 0 0 0 0 2,000 6459-11907 Other Employee Training 209 478 5,000 0 0 6460-11907 Membership Dues 495 495 500 500 500 6466-00000 Misc Contractual Services 34,790 7,553 39,700 34,500 500 TOTAL CONTRACTUAL SERVICES 9,168,226 9,182,488 10,881,900 10,089,496 2,741,100 HEALTH INSURANCE FUND HEALTH INSURANCE FUND Materials & Supplies 6505-00000 Office Supplies 26 406 500 400 0 6505-11907 Office Supplies 0 234 0 0 0 6557-11907 Medical Supplies 0 4,571 0 0 0 6576-00000 Promotional Materials 3,852 0 0 0 0 6576-11907 Promotional Materials 895 0 1,000 0 0 6587-11907 Program Incentives 3,646 0 15,300 15,500 0 6589-11907 Other Materials & Supplies 240 348 800 1,600 0 TOTAL MATERIALS & SUPPLIES 8,659 5,559 17,600 17,500 0 TOTAL HEALTH INSURANCE FUND 9,176,885 9,188,047 10,899,500 10,106,996 2,741,100 This page intentionally left blank. SPECIAL FUND:DEPARTMENT:ACCOUNT: REDEVELOPMENT AUTHORITY REDEVELOPMENT 901-0999-XXXX-XXXXX 2013 Expenditures 2014 Expenditures 2015 Appropriation 2015 Year End Estimate 2016 Proposed Budget 1,137,014 409,514 0 407,500 408,200 REVENUES 2013 Revenues 2014 Revenues 2015 Appropriation 2015 Year End Estimate 2016 Proposed Annual Tax Increment 0 0 0 0 0 Grants & Aids 0 0 0 0 0 Fees & Charges 0 0 0 0 0 Miscellaneous 17,551 4,175 0 89,200 0 Surplus Applied 0 0 0 0 0 Transfers 0 0 0 0 0 TOTAL REVENUES:17,551 4,175 0 89,200 0 (1,119,463)(405,339)0 (318,300)(408,200) 12,544,863 12,139,524 12,544,863 11,821,224 11,413,024 1 . . . . . . . . . . . Links to City Strategic Plan: City of Oshkosh, 2016 Proposed Budget and Performance Report Current Net Surplus/Deficit: Ending Fund Balance: Budget Variances: Mission Statement: In 2003, the Council created a City of Oshkosh Redevelopment Authority and approved the appointments of 7 commissioners to that body. The Redevelopment Authority has its primary emphasis and focus on the redevelopment and revitalization of the central city, downtown, and riverfront. The RDA can acquire blighted properties, demolish and remediate sites, and provide public improvements that promote the redevelopment of the City. Sell additional lots in Marion Road and South Shore Redevelopment Area for continued redevelopment. Acquire scattered, blighted properties for redevelopment Significant Accomplishments:Lease and future sale of another lot in Marion/Pearl Redevelopment Area for construction of Begin Construction Rivers Phase II (1.5) Approve Option to Purchase Parcel J (Corner of Marion and Jackson) Complete Rivers Phase II Senior Housing Project Rivers II Anthem Apartments completed RDA approved sale of land to Water Utility for a new Water Tower $70,000 Sold vacant lot at 1841 Jefferson St. to adjacent property owner $19,200 Objectives to be Accomplished Next Year: Continue paying down debt Contact Information:Allen Davis, Director Community Development, PH: (920) 236-5055