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HomeMy WebLinkAbout2023_City_of_Oshkosh_Adopted_Budget 2023 Adopted Budget Adopted Date: November 8, 2022 Introduction City Manager's 2023 Budget Message 5 -11 History of the City 12 Fund Structure Chart 13 Budgetary Basis 14 Fund Descriptions 15 -26 Budget Process/ Timeline 27 American Rescue Plan Act (ARPA)28 Key Performance Indicators 29 -42 Diversity Equity and Inclusion Metrics 43 -45 Budget Summary Tax Levy 46 -49 Revenues - Sources of Funds 50 -51 Expenditures - Use of Funds 52 -53 General Fund Summary Analysis of General Fund Balances 54 General Fund Balance Graph 55 General Fund Summary 56 General Fund Revenues 57 General Fund Revenue Graph 58 General Fund Expenditures 59 General Fund Expenditures Graph 60 General Government City Council 0100-0010 61 -63 City Manager 0100-0020 64 -66 City Attorney 0100-0030 67 -69 Human Resources 0100-0040 70 -72 City Clerk 0100-0050 73 -75 Elections 0100-0060 76 -78 Finance 0100-0071 79 -81 Taxes & Interest 0100-0072 82 Other Revenue 0100-0073 83 Purchasing 0100-0090 84 -86 Information Technology 0100-0110 87 -89 Insurance 0100-0120 90 -91 Facilities Maintenance 0100-0130 92 -94 Oshkosh Media 0100-0150 95 -97 T A B L E O F C O N T E N T S Page 1 of 363 Public Safety Police 0100-0211 98 -101 Animal Care 0100-0214 102 -103 Auxiliary Police 0100-0217 104 Crossing Guards 0100-0218 105 -106 Fire and Ambulance 0100-0230/0240 107 -109 Hydrant Rental 0100-0250 110 Police & Fire Commission 0100-0290 111 -112 Public Works Public Works - Administration 0100-0410 113 -115 Engineering 0100-0420 116 -118 Streets 0100-0430 119 -121 Central Garage 0100-0450 122 -124 Parks Parks 0100-0610 125 -127 Forestry 0100-0620 128 -130 Community Development Assessor 0100-0080 131 -133 Economic Development 0100-0730 134 -136 Planning Services 0100-0740 137 -139 Transportation Electric 0100-0801 140 -142 Sign 0100-0810 143 -145 Unclassified Patriotic Celebration 0100-0911 146 Unclassified 0100-0914 147 Special Revenue Funds Special Revenue Summary 148 -149 Senior Center Revolving Fund 0201-0760 150 -151 CDBG Revolving Loan Fund 0202-4740 152 -154 BID District 0209-1030 155 -156 Recycling 0211-0480 157 -159 Garbage Collection & Disposal (Sanitation Division)0212-0470 160 -162 Police Special Fund 0215-0211 163 -166 Street Lighting 0223-0460 167 -168 Page 2 of 363 Special Revenue Funds Con't Museum Membership 0227-1070 169 -170 Senior Services 0231-0760 171 -173 Fire Special Revenue 0235-0230 174 -176 Library 0239-1060 177 -179 Museum 0241-1070 180 -182 Museum Collections 0242-1070 183 -184 Riverside Cemetery 0247-0650 185 -187 Community Development Special Fund 0249-0740 188 -189 Park Revenue Facilities 0255-0610 190 -196 Leach Amphitheater 0256-0610 197 -199 Public Works Special Revenue Fund 0257-0410 200 -201 Pollock Water Park 0259-0610 202 -204 Rental Inspections 0271-0710 205 -207 Neighborhood Improvement Loan Program 0301-0740 208 -209 Healthy Neighborhood Initiatives 0302-0740 210 -212 Community Development Block Grant 0303-0740 213 -214 Local Econ Develop Revolving Loan Fund 0304-0740 215 -216 Senior Center Revolving Fund 0307-0760 217 -218 Capital Project Funds TIF District Summary 219 Special Assessments 0317-0410 220 -221 Equipment Fund 0323-XXXX 222 -223 Park Improvements 0325-0610 224 Park Memorials & Forestry Special Revenue 0333-0620 225 -226 TIF Districts 05XX-1040 227 -288 Debt Service 0401-0074 289 Debt Service Detail 0401 290 Enterprise and Utilities Enterprise Funds Summary 291 -292 Grand Opera House 0501-1020 293 -294 Convention Center 0503-1040 295 -297 Convention Center - Parking Ramp 0506-1040 298 -299 Parking Utility 0509-1717 300 -302 Transit Utility 0511-1728 303 -306 Industrial Park Land Enterprise Fund 0515-1040 307 -308 Water Utility 0541-XXXX 309 -312 Sewer Utility 0551-XXXX 313 -316 Storm Utility 0561-XXXX 317 -320 Page 3 of 363 Weights and Measures 0571-0720 321 -323 Inspection Services 0571-0750 324 -327 Other Funds Internal Service Benefit Fund 0601-0903 328 -330 Workers Compensation 0603-0909 331 -333 Field Ops Internal Service Fund 0609-0430 334 -336 Fleet Services 0609-0450 337 -339 Trust Fund 0707-0071 340 Redevelopment Authority 0901-0999 341 -342 Capital Improvement Program (CIP) Budget CIP Projects by Funding Source and Department 343 -363 Page 4 of 363 City Manager Mark A. Rohloff City Hall, 215 Church Avenue P.O. Box 1130 Oshkosh, WI 54903-1130 920.236.5002 http://www.ci.oshkosh.wi.us Date: October 11, 2022 To: Honorable Mayor and City Council From: Mark A. Rohloff, City Manager Subject: 2023 PROPOSED BUDGET Transmitted for your consideration is the City of Oshkosh's proposed 2023 budget. The budget includes the General Fund, Special Revenue Funds, Debt Service Funds, Utility Funds, and Internal Service Funds. As shown on page 67, these funds combine for a total operating budget of $164,423,800. Additionally, the Capital Improvements Program (CIP) budget, beginning on page 427, totals $78,572,200 million. Highlights of the 2023 General Fund Budget • The 2023 General Fund budget (supported in whole or in part by general property tax dollars) is proposed at $51,865,100, an increase of 3.41% over the 2022 budget. • The overall tax levy, which supports the General Fund, Special Revenue Funds, and the Debt Service Fund is proposed at $45,730,200, an increase of 4.19% over the 2022 budget, with a projected tax rate of $12.0702, an increase of $0.46 per $1,000 of assessed value. • An expenditure increase of $1,710,881 in the General Fund can be attributed to the following general areas: 1. Public Safety, + $1,377,463 2. Public Works, - $604,005 3. Health Insurance, approximately + $900,000 4. Unclassified, - $1,088,509 • Because of increases in areas such as debt service, commodities, and health insurance, there are no proposed staffing increases in the base General Fund budget for 2023. All staffing proposals are identified as budget enhancements. Page 5 of 363 2023 Budget Message October 11, 2022 Page | 2 • 2022 General Fund operating expenses are projected to be approximately $850,000 million over budget due to an accounting change in Public Works due to the Central Garage becoming an Internal Service fund, and retirement payouts that were higher than anticipated. • 2022 General Fund revenues will be approximately $860,000 greater than budgeted due to increased ambulance revenues, and internal service fund changes. Expenditure Summary The 2023 total General fund spending plan of $51,865,100 represents a 3.41% increase over the 2022 budget. Some of the expenditure highlights are as follows: 1. Public Safety - $1,377,463 increase. Public Safety remains a priority in our Strategic Plan, and represents over 60% of the General Fund operating budget. The Personnel portion of the 2022 Public Safety budget reflects the agreements we reached with our Public Safety bargaining units through 2024, resulting in greater costs for wages and benefits. The full year cost of adding the Battalion Chief position in Fire is also reflected in these budgets. 2. Public Works - $604,005 decrease. The primary reason for the decrease is due to a decision to financially re-organize our Central Garage operations, resulting in a transfer of over $675,000 into an Internal Service Fund. Our method of budgeting the Central Garage was creating an over reporting of General Fund expenditures. This move avoids “double budgeting” in both Public Works and other General Fund accounts and will help us maintain our eligibility for the State Expenditure Restraint Program (ERP). However, due to the timing of this implementation, the Public Works budget is shown as being approximately $1.5 million over budget for 2022. This is an accounting adjustment, as the expenditure increase is offset by revenues shown elsewhere. 3. Employee Health Insurance – approximate $900,000 increase. As staff recently reported to Council, our health insurance claims have been increasing over the past 24 months. As a result, we were facing a health insurance increase of 24% for the coming year. Due to adjustments to plan design changes in deductibles paid by the employees, we are able to get this increase down to approximately 16%. The impact on the General Fund for 2023 is projected to be an increase of $900,000. Staff will be monitoring our partially self-insured fund to minimize the city’s exposure. Page 6 of 363 2023 Budget Message October 11, 2022 Page | 3 4. Unclassified – $1,088,509 increase. This increase is due to two components: 1) Salary Study - $1,274,000 is set aside for a personnel contingency account to cover the projected impact of our salary study that is to be implemented by January 1, 2023. 2) Retirement Payouts - Due to an increase in retirements, we have set aside an allowance for all departments who may be impacted by employee retirements. We project these costs to be $500,000 in 2022 and $668,800 in 2023. As proposed, the 2023 budget will result in no elimination of current staff positions, but will also not increase staffing in General Fund areas. Although current inflation will result in the City being able to remain under our Expenditure Restraint Program (ERP) limit, the proposed 4.19% levy increase remains a cause for concern. As a result, I am not making any specific recommendations on proposed staffing increases. During budget workshops on October 17 - 18, departments will present enhancement options for Council’s consideration. Budget increases from enhancements will impact the tax levy over and above the proposed 4.19% increase. Council will need to understand the levy implication as they consider these enhancements. Strategic Plan Goals Reflected In 2023 Budget Council recently held a retreat to prepare its 2023-2024 Strategic Plan, which has been presented to Council for approval. The new strategic plan reaffirms Council‘s priority goals of: Public Safety and Health, Infrastructure, Economic Development, Strengthening Neighborhoods, Preserving Quality-Of-Life Assets, and Effectiveness Of Government. Each department has responsibilities for fulfilling one or more of these priority goals. These goals are further reflected in the Operating and Capital Budgets. Some of the elements from the strategic plan reflected in the 2023 budget are as follows: • Continued investment in infrastructure, reflected by Council’s decision to approve a long-term plan to invest in roads and public buildings through 2032. Public Works staff have successfully applied for federal Bipartisan Infrastructure Law (BIL) funds to repave portions of Koeller and Washburn Streets. We will continue to pursue BIL funding for future projects. Staff is recommending the use of one time ARPA funds to cover the costs for some of these projects. This recommendation is consistent with Council‘s resolution that 75% of ARPA funds be used for infrastructure. Highlights in Page 7 of 363 2023 Budget Message October 11, 2022 Page | 4 the 2023 CIP include the construction of the new Parks Operations building, and construction of Wisconsin Avenue and residential areas north of UW Oshkosh. • Public Safety continues to be an emphasis in both our Strategic Plan and the 2023 Budget. We will be absorbing the full cost of adding a Battalion Chief in the Fire Department. The Police Department is also requesting a budget enhancement to put additional resources into its Vice and Narcotics unit. • Our commitment to preserving and enhancing our quality-of-life assets continues in 2023. Projects in advance of the “Deep Roots, Growing City” exhibit are proposed in the Museum’s 2023 CIP, with future construction costs for “Deep Roots, Growing City” for 2025. Meanwhile, completion of the Four Seasons shelter at Lakeshore Park will continue into 2023. • In 2023 our economic development projects will require the availability of outside funds or borrowing capacity. The CIP budget includes the extension of East 9th Avenue through the Sawdust District, which will provide access to the Mill on Main project along with future development on Pioneer Island. Although no Riverwalk projects are proposed for 2023, staff continues to work with owners of Sawdust District properties to incorporate future Riverwalk trails into project plans. • To affirm our commitment to strong neighborhoods, $175,000 continues to be allocated annually to support the Great Neighborhoods Initiative. Neighborhood associations continue to seek funds under this program to support projects that they feel are important to their neighborhood’s vitality. Staff also continues to fund programs for blight removal in downtown and other areas. Finally, $200,000 is budgeted in the CIP to implement recommendations of the recently completed Housing Study to improve the availability and affordability of housing in Oshkosh. Revenues Property Tax Summary The Property Tax Levy is proposed to be $45,730,200, an increase of $1,837,700, or 4.19%. The property tax rate is projected to be $12.0702, an increase of $0.46 over the previous year. The final rate will be subject to final values due from the Wisconsin Department of Revenue. The City’s overall assessed value is projected to increase to nearly $3.8 billion, or 0.2%. Although Page 8 of 363 2023 Budget Message October 11, 2022 Page | 5 our assessed value is not increasing until revaluations take place in 2024, our equalized (market) value remains strong, with an estimated increase of nearly $773,556,400 (17%) over 2022. The $697,200 increase due to debt service does not reflect the entire impact of debt service. The decision to borrow an additional $7.3 million for 2023 projects in advance, has had an impact on our debt service retirement schedule for 2023. As a result, staff is recommending that we utilize $2 million in cash reserves to fund the one time “bump” in debt service costs due to this advance borrowing. As shown on page 57, $1.1 million of the levy increase is to support General Fund operations. Limiting this increase has presented a significant challenge to us, as many fixed costs in personnel, utilities, insurance, and outside services have increased. Most of the Special Revenue Funds that are largely subsidized by the General Fund (such as Museum, Seniors Center, Street Lighting, and Library) will see no increase in levy support, as we are relying on their reserves and outside revenue sources to cover the increased costs. While property values increased at a greater rate throughout the community, we still need to keep our focus on the overall levy increase. To the degree that the Council wants to consider any enhancement requests from departments, please be aware that this will impact the tax levy. As a guideline, each $38,300 in increased levy adds $0.01 to the tax rate. Other Revenues Meanwhile, General Fund revenues other than property taxes are estimated to be $28,168,200, an increase of 3.74% over 2022. Some of the revenue highlights are as follows: • Overall State aids are projected to be $16,127,900, an increase of $139,100 or 0.87%. The individual state revenue programs are highlighted as follows: o State shared revenue remains at $9,609,400. This revenue is the General Fund’s 2nd largest revenue. With this program unchanged, the city must rely on property taxes to make up for the State’s shortchanging. This is a trend that has gone on for over 20 years and continues to challenge us to balance our annual budgets. Council has directed me to work to change this trend at the State level, and I will continue these efforts. Page 9 of 363 2023 Budget Message October 11, 2022 Page | 6 o General Transportation Aids (GTA) are proposed to remain at $3,005,000. As of this writing, the State of Wisconsin has yet to provide estimated figures for 2023. With fuel consumption down this revenue will likely decrease. This uncertainty will impact our ability to balance our 2023 budget. o The Municipal Services Program (MSP), formerly the Payment for Municipal Services Program, is projected to increase slightly in 2023, to $1,083,666, an increase of $33,000 or 3%. Even with this increase, the program, which is intended to reimburse cities for police and fire services that are provided to state owned properties, is still reimbursing at less than 35 cents on the dollar of where it should be funded. The pursuit of more equitable funding remains a goal for us at the State level. Fund Balance/General Fund In July 2011, the Long Range Finance Committee (LRFC) first recommended that the Council adopt a formal Fund Balance Policy. This policy was updated in 2019, establishing a range for the unassigned fund balance to be between 16-30% of the upcoming year’s budgeted General Fund expenditures. Cities with the highest bond ratings generally meet or exceed this threshold. As shown on Page 69, the unassigned fund balance on December 31, 2021, was $18,281,841. This amount represents 36.4% of 2022 General Fund budgeted expenditures, so we are well in compliance with our policy. Staff projects a slightly improved fund balance of approximately $18,299,092 at the end of 2022, or 35.24% of 2023 General Fund Expenditures. Because our fund balance exceeds the 30% threshold, Council may choose to consider some one-time investments in debt reduction, capital projects, equipment replacement, special projects, or building improvements. Because of our advance borrowing in 2022 for 2023 Capital projects, staff is recommending the use of $2 million in reserves to cover increased debt service in 2023. Additionally, we are also recommending the use of $200,000 in reserves for the upcoming property revaluation in 2023-2024. The primary purpose of fund balance is to ensure that we can withstand the negative impact of events such as natural disasters and economic downturns, so any use of our fund balance must be taken with those thoughts in mind. I am pleased that our fund balance remains strong, and that we are presenting a balanced budget for 2023. The strict adherence to our fund balance policy has been a positive for us, and Page 10 of 363 2023 Budget Message October 11, 2022 Page | 7 maintaining that fund balance in accordance with the policy will remain a strength of ours to improve our bond rating in the future. Closing Remarks I wish to thank Finance Director Van Gompel, his staff, and all departments for their work in putting together this budget document for Council’s consideration. Their efforts are consistent with our Strategic Plan’s goals and guiding principles, and have enable us to submit a fiscally responsible budget to the Council. Respectfully submitted, Mark A. Rohloff City Manager Page 11 of 363 OSHKOSH, WISCONSIN The City of Oshkosh was incorporated in 1853 and is the County seat of Winnebago County. It is located on the western shore of Lake Winnebago in the Fox River Valley 173 miles north of the City of Chicago, Illinois, and 275 miles east of the cities of Minneapolis and St. Paul, Minnesota. The corporate limits of the City encompass approximately 24.24 square miles and the population is currently 67,408. Oshkosh is the perfect place for businesses to call home. With an impressive portfolio of top employers, Oshkosh has the resources that businesses and entrepreneurs need to reach their goals and find success. Oshkosh is home to many successful businesses that are powered by the area’s exceptional workforce. The Oshkosh-Neenah Metropolitan Statistical Area (MSA) has a population of 167,860 according to the U.S. Census reports from 2013. The MSA also has a civilian labor force size of 93,243, according to the U.S. Bureau of Labor Statistics. The city plays host to hundreds of local, regional, national and international events each year—Oshkosh is, after all, Wisconsin’s Event City. GENERAL GOVERNMENT FUNCTIONS The City's government consists of a City Manager who is employed by the Mayor and Council of 6 members who are elected at large to a two term-year term. The City provides a full range of municipal services contemplated by Statute or character. This includes police, fire, streets and sanitation, social services, parks, public improvements, library and museum, mass transit, planning and zoning, and general administrative services. COUNCIL MEMBERS AND PRINCIPAL OFFICERS COUNCIL MEMBERS Council Member PRINCIPAL OFFICERS Page 12 of 363 City of Oshkosh Fund Structure Governmental Funds General Fund Special Revenue Funds Senior Services Revolving Fund CDBG Revolving Loan Fund BID District Fund Recycling Fund Garbage Collection & Disposal Fund Police Special Fund Street Lighting Fund Special Events - Council Fund Museum Membership Fund Senior Services Division Fire Special Revenue Fund LIbrary Museum Museum Collections Fund Riverside Cemetery Community Development Special Fund Parks Revenue Facilities Fund Leach Amphitheater Public Works SR Fund Pollock Pool Rental Inspections Fund Neighborhoo d Improvement Loan Program Healthy Neighborhoo d Initiative Community Development Block Grant Local Econ Dev - GO EDC Loan Program Senior Center Fund Debt Service Fund Capital Project Funds Special Assessments Improvement Fund TIF #8 TIF #12 TIF #13 TIF #14 TIF #15 TIF #16 Equipment Fund TIF #17 TIF #18 TIF #19 TIF #20 TIF #21 TIF #23 TIF #24 TIF #25 Street Tree Memorial Fund TIF #26 TIF #27 TIF #28 TIF #29 TIF #30 TIF #31 TIF #32 TIF #33 TIF #34 TIF #35 TIF #36 TIF #37 TIF #38 TIF #39 TIF #40 Proprietary Funds Enterprise Funds Grand Opera House Conv. Center Conv. Center Parking Ramp Parking Utility Transit Utility Industrial Park Land Fund Water Utility Sewer Utility Storm Water Utility Weights & Measures Fund Inspection Services Division Employee Benefits Fund Workers Comp. Fund Police & Fire Pension Fund Central Garage Fund Trusts Fund RDA Fund Other Funds Page 13 of 363 BUDGETARY BASIS Budgetary Basis refers to the point in time at which revenues and expenditures are recognized in the accounts and reported in the financial statements. Modified Accrual is the method under which revenues and other financial resource increments are recognized when they become susceptible to accrual; that is, when they become both “measurable” and “available to finance expenditures of the current period.” “Available” means collectible in the current period or soon enough thereafter to be used to pay the liabilities of the current period. The Governmental Funds (General, Special Revenue, Debt Service, and Capital Project) and Fiduciary Funds are budgeted and accounted for using the modified accrual basis of accounting. Property taxes are recorded in the year levied as receivable and deferred revenues. They are recognized as revenues in the succeeding year when services financed by the levy are being provided. Property taxes are levied and billed in December. Payment in full or the first installment payment due date is January 31. The second installment payment due date is March 31, third installment payment due date is May 31, and the fourth installment payment is due July 31. Intergovernmental aids and grants are recognized as revenues in the period the related expenditures are incurred, if applicable, or when the city is entitled to the aids. Special assessments are recorded as revenues when collected. Annual installments due in future years are reflected as receivables and deferred revenues. Other general revenues such as fines and forfeitures, inspection fees, recreation fees, and miscellaneous revenues are recognized when received in cash or when measurable and available under the criteria described above. Accrual Basis indicates revenues are recorded when they are earned (whether or not cash is received at the time) and expenditures are recorded when goods and services are received (whether cash disbursements are made at the time or not). Finance reporting for the Proprietary Funds is on the accrual basis of accounting. Depreciation is budgeted as a separate capital and debt activity and is identified as part of the balance sheet for presentation. Page 14 of 363 FUND DESCRIPTIONS Governmental accounting systems should be organized and operated on a fund basis. Individual resources are allocated to, and accounted for, in separate accounting entities, identified as funds, based upon the purposes for which they are to be spent and the means by which spending activities are legally controlled. Governmental units should establish and maintain those funds required by law and sound financial administration. Only the minimum number of funds consistent with legal and operating requirements should be established because unnecessary funds result in inflexibility, undue complexity, and inefficient financial administrations. Individual funds are classified into three broad categories: Governmental, Proprietary, and Fiduciary. All funds are appropriated. Governmental Fund Types Governmental Fund Types are subdivided into four sections: General Fund, Special Revenue Funds, Debt Service Funds, and Capital Project Funds. • General Fund: The general operating fund used to account for most of the day to day activities of the city. • Special Revenue Funds: Account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. • Debt Service Funds: Account for the accumulation of resources for the payment of general long-term debt principal, interest, and related costs. • Capital Project Funds: Account for the financing and expenses associated with major equipment purchases, land purchases, or infrastructure projects. Major Fund Definition A Major Fund is defined as a fund that reports at least 10 percent of total governmental assets, liabilities, revenues or expenditures and at least five percent of combined city assets, liabilities, revenues or expenditures. The City may choose to classify a fund as a major fund if that fund has particular importance to financial users. By definition, the General Fund is always considered a major fund. The remaining major funds are Debt Service Fund, Transit Utility Fund, Water Utility Fund, Sewer Utility Fund, and Storm Water Utility Fund. Fund 0100 – General Fund (Major Fund) The General Fund of a governmental unit serves as the primary reporting vehicle for current governmental operations. The General Fund, by definition, accounts for all current financial resources not required by law or administrative action to be accounted for in another fund. The major sources of revenue for the General Fund include: property taxes and intergovernmental revenue. The major departments funded are: City Council, City Manager, City Attorney, Page 15 of 363 Administrative Services, City Clerk, Elections, Finance, Police, Fire, Public Works, Parks, Community Development, Transportation, and the Unclassified Fund. This fund is considered a major fund. Special Revenue Funds Fund 0201 – Senior Services Revolving Fund (non-Major Fund) The Senior Center Revolving Fund is used to account for services provided to senior citizens funded through direct and indirect charges, sponsorships, and donations. Fund 0202 – CDBG Revolving Loan Fund (non-Major Fund) The CDBG Revolving Loan Fund is used to account for deferred payment loans made to low and moderate homebuyers with housing improvement cost and down payments assistance to qualified homebuyers. Fund 0209 – BID District Fund (non-Major Fund) The BID District Fund is used to account for the activities of the Downtown Oshkosh Business Improvement District (BID). The BID, created in 1987, has maintained available free parking in the downtown and proactively supports revitalization efforts through a special charge levied against businesses in the district. Fund 0211 – Recycling Fund (non-Major Fund) The Recycling Fund is used to account for recycling activities which were created to reduce the amount of solid waste going to the landfill. The Recycling program is primarily funded by fees and state aid payment. Fund 0212 – Garbage Collection & Disposal Fund (non-Major Fund) The Garbage Collection & Disposal Fund is used to account for regular or special collections of solid waste and to maintain city property previously used for landfill purposes. It is funded by property tax revenue and other fees. Fund 0215 – Police Special Fund (non-Major Fund) The Police Special Fund is used to account for proceeds from Federal and State Grants to be utilized for specific needs as well as from donations or gifts for Police needs. Fund 0223 – Street Lighting Fund (non-Major Fund) The Street Lighting Fund is used to account for a comprehensive street lighting network in public right-of-way, parking lots, parks, and other city owned facilities. Funding is provided by general property tax revenue. Page 16 of 363 Fund 0224 – Special Events - Council Fund (non-Major Fund) The Special Events - Council Fund is used to account for Special Events directed for participation by the City Council. Funding is obtained from donations. Fund 0227 – Museum Membership Fund (non-Major Fund) The Museum Membership Fund is used to account for memberships at the Oshkosh Public Museum and is used to augment the Museum’s annual budget. Fund 0231 – Senior Services Fund (non-Major Fund) The Senior Services Fund is used to account for operations of the Seniors Center which enrich the quality of life for adults fifty and over. Funding is obtained through general property tax revenue, county aid, building rent, and other gifts and donations. Fund 0235 – Fire Special Revenue Fund (non-Major Fund) The Fire Special Revenue Fund is used to account for grants from the Federal Assistance Program which will support and improve emergency medical services. Fund 0239 – Library Fund (non-Major Fund) The Library Fund is used to account for current operations and capital costs associated with the Oshkosh Public Library. Funding consists of general property tax revenue, county shared revenue, contractual revenue, donations, and charges. The Library mission is to provide free access to information, preserve local history, and create a vibrant community gathering space. Fund 0241 – Museum Fund (non-Major Fund) The Museum Fund is used to account for the operations of the Oshkosh Public Museum. The Oshkosh Public Museum is a center for the preservation of our culture dedicated to bringing history and heritage through quality, creative, and unrestricted educational experiences. Funding consists of general property tax revenue, admissions, and transfers from other museum funds. Fund 0242 – Museum Collections Fund (non-Major Fund) The Museum Collections Fund is used to account for the acquisition of materials for the Museum’s Collections, as well as to provide for the conservation and restoration of existing collections. Funds are obtained through gifts and donations. Fund 0247 – Riverside Cemetery Fund (non-Major Fund) The Riverside Cemetery Fund is used to account for the operations of Riverside Cemetery. Funding is obtained from general property tax revenue, sale of lots, gifts and donations, and other sources. Page 17 of 363 Fund 0249 – Community Development Special Fund (non-Major Fund) The Community Development Special Fund is used to account for State and Federal Grants associated with development projects or redevelopment projects. Fund 0255 – Park Revenue Facilities Fund (non-Major Fund) The Park Revenue Facilities Fund is used to account for facilities that are not dependent on property tax revenue. These facilities include boat launches, Menominee Park Zoo and Amusement Rides and Concessions, Millers Bay, Reetz Concessions, Zoo Special Events Lakefly Café, and Lakeshore Park. Fund 0256 – Leach Amphitheater Fund (non-Major Fund) The Leach Amphitheater Fund is used to account for the amphitheater operations which are funded through general property tax revenue, rentals, concessions, sponsorships, gifts and donations, and other miscellaneous revenue. Fund 0257 – Lead Service Line Replacement Fund (non-Major Fund) The Lead Service Line Replacement Fund is used to account for assistance provided to property owners in replacing private lead water services. Funding is received from a state aid program. Fund 0259 – Pollock Water Park Fund (non-Major Fund) The Pollock Water Park Fund is used to account for the operations of Pollock Pool. Funding is obtained from general property tax revenue, admissions, concessions, sponsorships, gifts, donations, and other miscellaneous revenue. Fund 0271 – Rental Inspections Fund (non-Major Fund) The Rental Inspections Fund is used to account for the rental inspection program which secures the public’s health, safety, and welfare through the enforcement of state and city codes. Funding is received through general property tax revenue and fees. Fund 0301 – Neighborhood Improvement Loan Program (non-Major Fund) The Neighborhood Improvement Loan Program is used to account for funds which are used to expend federal Housing and Urban Development (HUD) Department HOME funds for low- income housing in the City. Fund 0302 – Healthy Neighborhood Initiatives Fund (non-Major Fund) The Healthy Neighborhood Initiatives Fund is used to account for funds which are used to strengthen neighborhoods throughout the community. Funds are received from loan repayments and the closure of TIF Districts. Funds are expended through adopted neighborhood plans or to support healthy neighborhoods. Page 18 of 363 Fund 0303 – Community Development Block Grant Fund (non-Major Fund) The Community Development Block Grant Fund is used to account for the Federal Grant Program which is used to help low and moderate income residents by improving housing conditions, improving neighborhoods, providing social services, and eliminating blight. Fund 0304 – Local Economic Development Revolving Loan Fund (non-Major Fund) The Local Economic Development Revolving Loan Fund is used to account for loans for economic development. Funding is obtained from transfers from closing TIF Districts. Fund 0307 – Senior Center Fund (non-Major Fund) The Senior Center Fund is used to account for facility related expenses and improvements. Capital Project Funds Fund 0317 – Special Assessments Improvement Fund (Major Fund) The Special Assessment Fund is used to account for the collection of special assessments against property owners for public improvements. Fund 0323 – Equipment Fund (non-Major Fund) The Equipment Fund is used to account for some equipment purchases that are funded by general property tax levy and not dependent on the issuance of debt. Fund 0333 – Street Tree Memorial Fund (non-Major Fund) The Street Tree Memorial Fund is used to account for a program that offers citizens the opportunity to purchase tree memorials to be placed within City parks. Funding is obtained through grants, gifts, and donations. Fund 0502 – TIF 25 City Center Hotel Rehabilitation Capital Project Fund (non-Major Fund) The TIF 25 City Center Hotel Rehabilitation Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0504 – TIF 26 Aviation Business Park Capital Project Fund (non-Major Fund) The TIF 26 Aviation Business Park Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0508 – TIF 27 North Main Street Industrial Park Capital Project Fund (non-Major Fund) The TIF 27 North Main Street Industrial Park Capital Project Fund is a used to account for the costs associated with the project plan for development. Page 19 of 363 Fund 0510 – TIF 28 Beach Building Redevelopment Capital Project Fund (non-Major Fund)The TIF 28 Beach Building Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0512 – TIF 29 Morgan District Capital Project Fund (non-Major Fund) The TIF 29 Morgan District Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0514 – TIF 30 Washington Building Capital Project Fund (non-Major Fund) The TIF 30 Washington Building Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0516 – TIF 31 Buckstaff Redevelopment Capital Project Fund (non-Major Fund) The TIF 31 Buckstaff Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0518 – TIF 32 Granary Redevelopment Capital Project Fund (non-Major Fund) The TIF 32 Granary Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0519 – TIF 33 Lamico Redevelopment Capital Project Fund (non-Major Fund) The TIF 33 Lamico Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0520 – TIF 24 Oshkosh Corp Capital Project Fund (non-Major Fund) The TIF 24 Oshkosh Corp Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0522 – TIF 14 Mercy Medical Center Capital Project Fund (non-Major Fund) The TIF 14 Mercy Medical Center Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0524 – TIF 15 Park Plaza/Commerce Street Capital Project Fund (non-Major Fund) The TIF 15 Park Plaza/Commerce Street Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0526 – TIF 16 100 Block Redevelopment Capital Project Fund (non-Major Fund) The TIF 16 100 Block Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Page 20 of 363 Fund 0528 – TIF 19 NW Industrial Park Expansion Capital Project Fund (non-Major Fund) The TIF 19 NW Industrial Park Expansion Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0529 – TIF 8 S Aviation Industrial Park Capital Project Fund (non-Major Fund) The TIF 8 S Aviation Industrial Park Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0530 – TIF 17 City Center Redevelopment Capital Project Fund (non-Major Fund) The TIF 17 City Center Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0532 – TIF 18 SW Industrial Park Expansion Capital Project Fund (non-Major Fund) The TIF 18 SW Industrial Park Expansion Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0533 – TIF 10 Main and Washington Capital Project Fund (non-Major Fund) The TIF 10 Main and Washington Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0534 – TIF 20 South Shore Redevelopment Capital Project Fund (non-Major Fund) The TIF 20 South Shore Redevelopment Capital Project Fund is to account for the costs associated with the project plan for development. Fund 0535 – TIF 12 Court and Waugoo Capital Project Fund (non-Major Fund) The TIF 12 Court and Waugoo Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0536 – TIF 21 Fox River Corridor Capital Project Fund (non-Major Fund) The TIF 21 Fox River Corridor Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0537 – TIF 12 Division Street Redevelopment Capital Project Fund (non-Major Fund) The TIF 12 Division Street Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0539 – TIF 13 Marion Road/Pearl Avenue Capital Project Fund (non-Major Fund) The TIF 13 Marion Road/Pearl Avenue Capital Project Fund is used to account for the costs associated with the project plan for development. Page 21 of 363 Fund 0540 – TIF 23 SW Industrial Park Expansion Capital Project Fund (non-Major Fund) The TIF 23 SW Industrial Park Expansion Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0580 – TIF 34 Oshkosh Corporation Headquarters Capital Project Fund (non-Major Fund) The TIF 34 Oshkosh Corporation Headquarters Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0581 – TIF 35 Oshkosh Avenue Corridor Capital Project Fund (non-Major Fund) The TIF 35 Oshkosh Avenue Corridor Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0582 – TIF 36 Merge Redevelopment Capital Project Fund (non-Major Fund) The TIF 36 Merge Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0583 – TIF 37 Aviation Plaza Center Capital Project Fund (non-Major Fund) The TIF 37 Aviation Plaza Center Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0584 – TIF 38 Pioneer Redevelopment Capital Project Fund (non-Major Fund) The TIF 38 Pioneer Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0585 – TIF 39 Cabrini School Redevelopment Capital Project Fund (non-Major Fund) The TIF 39 Cabrini School Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Fund 0585 – TIF 40 Miles Kimball Redevelopment Capital Project Fund (non-Major Fund) The TIF 40 Miles Kimball Redevelopment Capital Project Fund is used to account for the costs associated with the project plan for development. Debt Service Fund Fund 0401 – Debt Service Fund (Major Fund) The Debt Service Fund is used to account for the accumulation of resources for the payment of general long term debt principal, interest, and related costs. This fund is considered a major fund. Page 22 of 363 Proprietary Fund Type Proprietary Fund Type is subdivided into two sections: Enterprise Funds and Internal Service Funds. • Enterprise Funds: Account for the operations that are financed and operated in a manner similar to private business, where the intent of the governing body is that the cost (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges, or where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability or other purposes. • Internal Service Funds: Account for the financing of goods or services provided by one department or agency to other departments or agencies of the city or to other governments on a cost reimbursement basis. Enterprise Funds Fund 0501 – Grand Opera House Fund (non-Major Fund) The Grand Opera House Fund is used to account for the coordination and oversight of the Grand Opera House building, grounds, and facility needs. Funding is obtained through room tax revenue, general property tax, and other miscellaneous revenue. Fund 0503 – Convention Center Fund (non-Major Fund) The Convention Center Fund is used to account for the collection and distribution of room tax revenue and the expenses of the Convention Center building and grounds. Fund 0506 – Convention Center – Parking Ramp Fund (non-Major Fund) The Convention Center – Parking Ramp Fund is to account for the collection of parking ramps fees and the parking ramp utility costs, repairs, equipment replacement, and maintenance. Fund 0509 – Parking Utility Fund (non-Major Fund) The Parking Utility Fund is used to account for revenues derived from permits and other revenues attributable to parking. The revenues are used to defray administrative and operational costs related to parking operations and to acquire, landscape, beautify, and construct parking lots and structures. Page 23 of 363 Fund 0511 – Transit Utility Fund (Major Fund) The Transit Utility Fund is used to segregate revenues and expenditures of the Transit System for the purpose of determining adequate user fees, giving consideration to additional funding from the Federal, State, and City governments. Fund 0515 – Industrial Park Land Enterprise Fund (non-Major Fund) The Industrial Park Land Enterprise Fund is used to account for the acquisition of land for Industrial and Business Parks. Funding is obtained from sales from other City industrial and business sites. Fund 0541 – Water Utility Fund (Major Fund) The Water Utility Fund is used to account for all activities necessary to provide water services to residents of the city and outlying areas. Fund activities include administration, billing and collection, operations, maintenance, financing, and related debt service. Fund 0551 – Sewer Utility Fund (Major Fund) The Sewer Utility Fund is used to account for segregated costs associated with the Wastewater System in order to establish fair and equitable sewer service rates; provide service to residential, municipal, and commercial customers; and bill customers on either a monthly or quarterly basis. Fund 0561 – Storm Water Utility Fund (Major Fund) The Storm Utility Fund is used to account for the costs associated with improvements to manage storm water through flood control projects and water quality improvements as required through the WI DNR. Fund 0571-0720 – Weights and Measures Fund (non-Major Fund) The Weights and Measures Fund is used to account for the activities associated with providing weights and measures programming which includes monitoring devices and education. Fund 0571-0750 – Inspection Services Fund (non-Major Fund) The Inspection Services Fund is used to account for inspection services. Funding is obtained through the issuance of permits and collection of fees along with other miscellaneous revenue. Internal Service Funds Fund 0601 – Health Insurance Fund (non-Major Fund) The Health Insurance Fund is an Internal Service Fund established to account for the risk management program established for health insurance. The fund also accounts for the City portion of costs associated with the shared health clinic and wellness center. Page 24 of 363 Fund 0603 –Workers Compensation Fund (non-Major Fund) The Workers Compensation Fund is an Internal Service Fund established to account for worker’s compensation payments made by the city since it became self-insured for worker’s compensation. All departments are charged similarly as they would be if the city was insured by an outside entity. Fund 0605 and 0607 – Police/Fire Pension Fund (non-Major Fund) The Police / Fire Pension Fund is an Internal Service Fund used to account for the pensions of Police and Fire personnel who were City employees prior to the City participating in WRS. The City has one participant in the program. The program is funded by previously set aside funding. Fund 0609 – Central Garage (non-Major Fund) The Central Garage Fund is an Internal Service Fund used to account for support services provided to meet the operational requirements of the Department of Public Works and other City Departments. An internal service fund is a fund used in governmental accounting to track goods or services shifted between departments on a cost reimbursement basis Fiduciary Funds Fiduciary funds are used to account for resources that a government holds as a trustee or agent on behalf of an outside party that cannot be used to support the government's own programs. Investment/Private-Purpose Trust Fund Fund 0707 – Trust Fund (non-Major Fund) The Trust Fund is used to account for private-purpose trust funds which have been donated to the City for specific purposes and investment trust funds are used to report the external portion of investment pools held in a qualifying trust. Fund 0901 – Redevelopment Authority Fund (Component Unit) The Redevelopment Authority was created in 2003 to account for the emphasis and focus on the redevelopment and revitalization of the central city, downtown, and the riverfront. The Redevelopment Authority is a separate legal authority from the City and is reported as a Component Unit in the City’s Annual Financial Report. Relationship between Budgeting and Accounting This budget is adopted on a basis consistent with GAAP (Generally Accepted Accounting Principles), except for certain items that are adjusted on the city’s accounting system at fiscal year-end. During the year the city’s accounting system reflects changes in the budget approved by the Common Council, typically an increase in estimated revenue and appropriation upon Page 25 of 363 notification of grants or gifts. Department heads monitor budget to actual expenses via accounting system reports on a monthly basis. The major differences between this adopted budget and GAAP for governmental funds are: a) certain revenues and expenditures, (e.g., compensated absences) not recognized for budgetary purposes are accrued (GAAP); b) supply inventory and self-insurance contributions are recognized as expenditures for budgetary purposes only. Proprietary Fund differences consist of the following: a) certain items, e.g., principal expenses and capital outlay, are recorded as expenditures for budgetary purposes as opposed to adjustments of the appropriate balance sheet accounts (GAAP); b) depreciation is recorded as an expense (GAAP) and not recognized for budgetary purposes. Page 26 of 363 April 15 Finance Office to distribute CIP Instructions and Request Forms 13 Deadline to submit CIP Request Forms to Finance Office 14 - 31 Finance Office to assemble 2023-2027 Preliminary CIP for Internal Meetings 13-21 Internal Meetings - Review of Preliminary CIP (Dept Heads / City Manager / Finance Dir) 22-24 Finance Office to implement CIP Revisions as discussed in internal meetings 24 Finance Office to deliver Proposed CIP to City Manager 25-28 Finance Office to establish 2023 Preliminary Budget Assumptions and estimated Personnel Costs (2022 Year End Projections and 2023 Proposed Amounts) 1 - 22 (continued from June) Finance Office to establish 2023 Preliminary Budget Assumptions and estimated Personnel Costs (2022 Year End Projections and 2023 Proposed Amounts) 6 Council Workshop #1 - Capital Improvement Plan 18 - 22 Operations Budget Training video released in this timeframe 25 Finance Office to distribute Operations Budget Instructions and Templates 12 Deadline to submit Preliminary Operations Budgets to Finance Office 15 Departments enter Operations Budgets in Munis on or before this day 16 Plan Commission to review CIP 16 - 31 Finance Office to assemble Preliminary Operations Budget Document for Internal Meetings 23 City Council to Approve the CIP Budget 30 Council Workshop #2 - 2023 Early Projections and Direction on Priorities from Council 7 - 19 Internal Meetings - Review of Preliminary Operations Budgets (Department Heads / City Manager / Finance Director) 9 Local Revenues Estimated 20 - 29 Finance Office to implement Operating Budget Revisions as discussed in meetings 30 Finance Office to deliver Proposed Operations Budget to City Manager 1 - 7 Finance Office to receive State Revenue Information / Finalize Proposed Budget 11 Proposed Operations Budget delivered to Council 15 Notice of Public Hearing for Budget is published in Oshkosh Northwestern (Oct. 19 in Herald) 17 Council Workshop #3 - All Day Department Review 18 Council Workshop #4 - All Day Department Review 28 Budget Amendment Draft I 2 Public Hearing at 5pm 2 Council Workshop #5 (if necessary) 4 Budget Amendment Draft II 9 City Council to Adopt the 2023 Operations Budget 04.18.2022 August September October November *Above dates for budget activities are tentative at this time. Any substantial variations will be identified as soon as they are known. July 2023 Budget Prep Calendar May June Page 27 of 363 10/26/2022 Page 38 Police Dept Mobile Force / Crisis Negotiator Veh Concrete Repairs $175,000 OM Control Room Editor $7,700 Subtotal $3,969,900 $7,265,213 Subtotal $6,981,500 $283,713 American Rescue Act (ARPA) Allocation 2023 Projects For Consideration Page 28 of 363 2021/2022 KEY PERFORMANCE INDICATOR'S (KPI'S) Departmental Summary Strategic Plan 2021 - 2022 July 01, 2022 - September 30, 2022 Page 29 of 363 Page 30 of 363 Page 31 of 363 Page 32 of 363 Page 33 of 363 Page 34 of 363 Page 35 of 363 Page 36 of 363 Page 37 of 363 Page 38 of 363 Page 39 of 363 Page 40 of 363 Page 41 of 363 Page 42 of 363 City of Oshkosh Diversity Equity and Inclusion (DEI) Metrics Please visit the following link to see the current dashboard: https://oshkosh.app.envisio.com/corporate/performance_analytics/published/RtC68wDp City-wide Metrics: 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce (city- wide and by department) 3. Public Access to City Facilities – Measured by progress on the City Americans with Disabilities Act (ADA) Facilities plan (city-wide and by department) 4. Citizen Survey – Perception regarding “The City of Oshkosh as a Welcoming Inclusive Community / Feeling Part of the Community” 5. Citizen Survey – Perception regarding “The City of Oshkosh as a Place Accepting of Diversity” (with added objective of survey respondent profile to be more consistent with overall population) 6. Annual MEI (Municipal Equity Index) score (0-100), measuring LGBTQ+ initiatives, with an objective of increasing score annually Departmental Metrics: Administrative Departments 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Public Access to City Facilities – Measured by progress on the City ADA Facilities plan 4. Recruitment – Measure % of minimally qualified applicants by race, ethnicity and gender 5. Diversify Marketing Materials (HR and Media) – Ensure representation of different racial/ethnic backgrounds, genders and abilities in newly created marketing materials, City webpages and social media by comparing visuals to City of Oshkosh demographics Community Development Department 1. People of Color – Measure % of Permanent Employees of Color in the workforce Page 43 of 363 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Low to Moderate Income (LMI) – Measure % of Community Development Block Grant (CDBG)funds annually allocated to non-profit groups to benefit LMI residents 4. Healthy Neighborhoods – Measure % of owner occupied rehab program funds benefitting LMI residents 5. Code Compliance Maintenance Program – Measure utilization of Code Compliance Maintenance program to LMI residents Culture and Recreation Departments 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Accessibility - Public Access to City Facilities – measured by progress on the City ADA Facilities plan 4. Diversity Marketing Materials (Museum/Parks/Library) - Ensure representation of different racial/ethnic backgrounds, genders and abilities in newly created marketing materials, City webpages and social media by comparing visuals to City of Oshkosh demographics 5. Cultural Awareness (Museum) – Measure enrichment/education programs held annually specifically highlighting diverse cultures and individuals 6. Community Partnerships Collaboration (Parks) - Collaborate with community partners to distribute 100% of available funding in the Pollock Community Water Park financial assistance program. 7. New Collections, Services and Programs (Library) – Conduct Diversity, Equity and Inclusion exercise as part of the planning process for two new collections, services or programs. Fire Department 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Accessibility - Public Access to City Facilities – measured by progress on the City ADA Facilities plan 4. Outreach – Measure outreach to diverse organizations 5. Outreach – Measure outreach events focused on assistance to the aging Police Department Page 44 of 363 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Accessibility - Public Access to City Facilities – measured by progress on the City ADA Facilities plan 4. Body Camera Reviews – Measure # of quarterly audits of body camera videos by supervisors 5. Community Outreach – Measure # of Team Policing events each quarter (Goal = 25) 6. Fair and Impartial Policing Training – Measure % of officers and staff receiving annual training on fair and impartial policing in accordance with Commission on Accreditation for Law Enforcement Agencies (CALEA) and Wisconsin Law Enforcement Accreditation Group (WILEAG) standards Public Works Department 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Equitable Street Maintenance – Median Pavement Surface Evaluation and Rating (PASER) of City streets by North, South and West regions 4. Sidewalk Rehabilitation Program – Evaluate the condition of the public sidewalk and curb ramps for compliance with the ADA and repair section not in compliance Transportation Department 1. People of Color – Measure % of Permanent Employees of Color in the workforce 2. Gender - Measure % of Permanent Employee by Gender in the workforce 3. Accessibility - Public Access to City Facilities – measured by progress on the City ADA Facilities plan 4. Accessibility – Measure % of dwelling units within a ¼ mile of a bus stop 5. Accessibility – Measure % of on-time for fixed route 6. Accessibility – Measure % of on-time for paratransit 7. Disadvantaged Business Enterprise (DBE) – Measure % of transit funding spent on DBE companies Page 45 of 363 Adopted Change Actual Actual Actual Budget Preliminary from 2022 Taxing Fund 2019 2020 2021 2022 2023 Budget Chg % General Fund 19,216,400$ 19,945,900$ 21,874,500$ 22,223,400$ 23,435,500$ 1,212,100$ 5.45% Special Revenue Funds Garbage Collection & Disposal 1,331,200 1,350,300 1,460,400 1,460,400 1,560,000 99,600$ 6.82% Street Lighting 1,052,000 1,075,000 1,075,000 1,025,000 1,025,000 -$ 0.00% Museum 977,700 970,000 970,000 970,000 970,000 -$ 0.00% Senior Services 320,400 327,400 327,400 353,500 353,500 -$ 0.00% Library 2,696,100 2,772,700 2,772,700 2,792,700 2,792,700 -$ 0.00% Cemetery 304,000 300,000 300,000 321,000 318,900 (2,100)$ -0.65% Leach Amphitheater 14,000 14,000 14,000 23,000 23,000 -$ 0.00% Pollock Water Park 64,000 64,000 64,000 64,000 64,000 -$ 0.00% Rental Inspections 25,000 25,000 25,000 16,500 12,800 (3,700)$ -22.42% Capital Improvement Funds -$ Equipment Fund 1,000,000 1,011,000 1,100,000 1,100,000 1,088,200 (11,800)$ -1.07% Debt Service Fund 11,617,200 12,070,600 11,160,200 12,733,500 13,277,100 543,600$ 4.27% Enterprise Funds -$ Grand Opera House 2,000 2,000 - - - -$ 0.00% GO Transit 781,600 809,500 809,500 809,500 809,500 -$ 0.00% Agency Funds - - - - Total City Tax Levy 39,401,600$ 40,737,400$ 41,952,700$ 43,892,500$ 45,730,200$ 1,837,700$ 4.19% Change from previous year 1,539,900 1,335,800 1,215,300 1,939,800 1,837,700 % Change from previous year 4.07%3.39%2.98%4.62%4.19% Adopted Adopted Adopted Change Budget Budget Actual Budget Preliminary from 2022 2019 2020 2021 2022 2023 Budget Chg % Assessed Valuation (TID out)3,723,405,322$ 3,736,456,215$ 3,765,514,547$ 3,781,149,648$ 3,773,745,419$ (7,404,229)$ -0.20% Assessed Tax Rate 10.5821 10.9027 11.1413 11.6082 12.1180 0.51$ 4.39% Equalized Valuation (TID out)3,925,972,300 4,034,863,400 4,233,828,800 4,562,703,200 5,032,490,100 469,786,900$ 10.30% Equalized Tax Rate 10.0361 10.0964 9.9089 9.6198 9.0870 (0.53)$ -5.54% Fair Market Ratio 94.84%92.60%88.94%82.87%74.99% Lottery Credit 151.94$ 151.94$ 151.94$ 151.94$ 262.22$ 110 96.62% Average Residence 150,000 150,000 150,000 150,000 150,000 Average tax bill 1,587.32 1,635.40 1,671.19 1,741.24 1,817.70 76.46 4.82% Change from previous year 37.46 48.08 35.79 70.04 76.46 City of Oshkosh Tax Levy 2023 Proposed Budget Page 46 of 363 - 1,000,000,000 2,000,000,000 3,000,000,000 4,000,000,000 5,000,000,000 6,000,000,000 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Valuation Trend Equalized Valuation Assessed Valuation Page 47 of 363 $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 $45,000,000 $50,000,000 2021 2022 2023 Tax Levy By Fund GO Transit Equipment Fund Rental Inspections Pollock Water Park Leach Amphitheater Cemetery Library Senior Services Garbage Collection & Disposal Debt Service Fund Street Lighting Museum General Fund Page 48 of 363 FO-16 Amended Proposed Proposed Actual Actual Budget Budget Budget Valuation 2006 2007 2008 2009 2010 Assessed Tax Rate 7.809 8.012 8.305 6.783 10.903 Equalized Tax Rate 6.979 6.673 6.426 6.524 10.096 11.6082 12.0702 9.6198 8.5697 8.0000 8.5000 9.0000 9.5000 10.0000 10.5000 11.0000 11.5000 12.0000 12.5000 2022 2023 Ra t e p e r $ 1 , 0 0 0 Assessed and Equalized Tax Rate Trends Assessed Tax Rate Equalized Tax Rate Page 49 of 363 PROPERTY TAX REVENUE 58,280,000 INTERGOV REVENUES 23,645,700 LICENSES AND PERMITS 2,177,170 FINES & FORFEITURES 869,600 CHARGES FOR SERVICES 6,817,600 PUBLIC LIBRARY 240,500 ENTERPRISE 52,669,200 INTERNAL SERVICE CHARGES 8,811,500 MISC REVENUES 4,549,400 OTHER FINANCING SOURCES 2,103,300 SALE OF CAPITAL ASSETS 76,500 160,240,470$ ALL FUNDS PROPERTY TAX REVENUE 36% INTERGOV REVENUES 15% LICENSES AND PERMITS 1% FINES & FORFEITURES…CHARGES FOR SERVICES 4%PUBLIC LIBRARY <1% ENTERPRISE 34% INTERNAL SERVICE CHARGES 6% MISC REVENUES 3%OTHER FINANCING SOURCES SALE OF CAPITAL ASSETS <1% SOURCES OF ALL FUNDS Page 50 of 363 This page is intended to be blank. Page 51 of 363 GENERAL FUNDS 51,865,100 SPEC REVENUE FUNDS 15,690,900 CAPITAL PROJECTS 1,462,200 DEBT SERVICE 15,620,000 ENTERPRISE FUNDS 54,468,520 TIF DISTRICT 5,484,300 INTERNAL SERVICE FUNDS 19,390,100 PERMANENT FUNDS 337,500 COMPONENT UNIT 105,200 164,423,820$ ALL FUNDS GENERAL FUNDS 32% SPEC REVENUE FUNDS 12% CAPITAL PROJECTS 1% DEBT SERVICE 9% ENTERPRISE FUNDS 33% TIF DISTRICT 5% INTERNAL SERVICE FUNDS 1% PERMANENT FUNDS <1%COMPONENT UNIT 0% USES OF ALL FUNDS Page 52 of 363 This page is intended to be blank. Page 53 of 363 12/31/2015 Unassigned Fund Balance $8,540,125 12/31/2016 Unassigned Fund Balance $8,427,707 12/31/2017 Unassigned Fund Balance $10,230,445 12/31/2018 Unassigned Fund Balance $11,817,119 12/31/2019 Unassigned Fund Balance $14,256,427 12/31/2020 Unassigned Fund Balance $15,577,491 12/31/2021 Total Fund Balance $19,229,571 2021 Fund Balance Assigned ($712,583) Inventory - Unspendable (New Requirement per GASB 54)($235,147) Unassigned Fund Balance $18,281,841 Current Year Budget January 1, 2022 Unassigned Fund Balance $18,281,841 Total Estimated General Fund Budgeted Revenues over/(under) for 2022 $863,800 Total Estimated General Fund Budgeted Expenditures (over)/under for 2022 ($846,549) Estimated Fund Balance December 31, 2022 $18,299,092 Future 2023 Use Reduce 2023 Debt Service Levy $2,000,000 Revaluation Services $200,000 EAB Remediation $250,000 Update CORP Plan $30,000 $2,480,000 $15,819,092 Budgeted 2023 General Fund Expenditures 51,921,700$ Min Fund Balance 16%8,307,500 Max Fund Balance 30%15,576,500 ANALYSIS OF GENERAL FUND BALANCES October 2022 Fund Balance Policy Page 54 of 363 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 18,000,000 20,000,000 2013 2014 2015 2016 2017 2018 2019 2020 2021 '2022 EST 8,262,154 8,718,504 8,540,125 8,427,707 10,230,445 11,817,119 14,256,427 15,577,491 18,281,841 18,299,092 General Fund Balance Page 55 of 363 2023 General Fund Revenues & Expenditures by Function 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 41 - PROPERTY TAX REVENUE (22,332,993) (22,638,407) (22,593,400) (23,817,500) 5.42% 42 - INTERGOV REVENUE (16,822,255) (16,343,210) (16,645,800) (16,842,500) 1.18% 43 - LICENSES AND PERMITS (867,695) (825,081) (976,100) (822,000) -15.79% 44 - FINES & FORFEITURES (604,003) (573,152) (862,000) (864,300) 0.27% 45 - CHARGES FOR SERVICES (3,903,125) (4,350,058) (2,766,300) (4,310,900) 55.84% 48 - INTERNAL SERV CHRG (3,535,484) (3,125,717) (3,371,400) (2,814,900) -16.51% 49 - MISC REVENUES (878,832) (1,146,763) (963,500) (963,000) -0.05% 52 - OTHER FINANCING (1,000,000) (1,542,600) (1,542,600) (1,822,600) 18.15% 53 - SALE-CAPITAL ASSETS (118,356) (43,964) (25,000) (25,000) 0.00% Revenue Total (50,062,742) (50,588,953) (49,746,100) (52,282,700) 5.10% Expense 61 - DIRECT LABOR 29,424,054 30,416,023 30,896,418 30,215,700 -2.20% 62 - INDIRECT LABOR - - - 668,800 63 - PAYROLL BENEFITS 10,025,198 10,977,251 10,567,964 10,645,500 0.73% 64 - CONTRACTUAL SERVICES 5,802,795 5,751,072 6,461,825 8,715,300 34.87% 65 - MATERIAL & SUPPLIES 2,205,048 1,401,183 1,651,673 1,496,900 -9.37% 72 - CAPITAL OUTLAY 288,735 492,137 466,421 285,200 -38.85% 74 - OTHER FINANCING USES 535,400 675,000 525,000 2,780,000 429.52% Expense Total 48,281,230 49,712,666 50,569,301 54,807,400 8.38% Page 56 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 41 - PROPERTY TAX REVENUE (22,332,993) (22,638,407) -22,593,400.00 (23,817,500) 5.42% 01000072 - TAXES & INTEREST (22,332,993) (22,638,407) -22,593,400.00 (23,817,500) 5.42% 42 - INTERGOV REVENUE (16,822,255) (16,343,210) -16,645,800.00 (16,842,500) 1.18% 01000073 - OTHER REVENUE (16,046,811) (15,605,113) -15,988,800.00 (16,144,900) 0.98% 01000150 - OSHKOSH MEDIA (142,724) (142,724) -142,700.00 (142,700) 0.00% 01000211 - POLICE (274,954) (299,944) -251,800.00 (258,200) 2.54% 01000230 - FIRE DEPARTMENT (190,740) (201,246) -190,000.00 (200,000) 5.26% 01000240 - AMBULANCE (164,155) (94,183) -70,000.00 (94,200) 34.57% 01000610 - PARKS (2,870) - -2,500.00 (2,500) 0.00% 43 - LICENSES AND PERMITS (867,695) (825,081) -976,100.00 (822,000) -15.79% 01000050 - CITY CLERK (162,458) (155,866) -158,600.00 (153,000) -3.53% 01000150 - OSHKOSH MEDIA (557,454) (533,632) -675,000.00 (530,000) -21.48% 01000230 - FIRE DEPARTMENT (21,549) (16,533) -25,000.00 (25,000) 0.00% 01000740 - PLANNING (126,234) (119,050) -117,500.00 (114,000) -2.98% 44 - FINES & FORFEITURES (604,003) (573,152) -862,000.00 (864,300) 0.27% 01000211 - POLICE (604,003) (573,152) -862,000.00 (864,300) 0.27% 45 - CHARGES FOR SERVICES (3,903,125) (4,350,058) -2,766,300.00 (4,310,900) 55.84% 01000050 - CITY CLERK (5,610) (5,540) -5,500.00 (5,500) 0.00% 01000072 - TAXES & INTEREST (58,767) (75,096) -45,000.00 (55,000) 22.22% 01000073 - OTHER REVENUE (64,835) (56,210) -45,000.00 (45,000) 0.00% 01000080 - CITY ASSESSOR (191,858) (167,061) -140,000.00 (140,000) 0.00% 01000150 - OSHKOSH MEDIA (3,775) (4,350) -3,500.00 (3,000) -14.29% 01000211 - POLICE (201,675) (226,178) -128,100.00 (203,900) 59.17% 01000230 - FIRE DEPARTMENT (192,081) (229,946) -154,000.00 (189,000) 22.73% 01000240 - AMBULANCE (3,009,717) (3,429,813) -2,160,600.00 (3,575,000) 65.46% 01000420 - ENGINEERING (1,376) (574) -1,000.00 (5,000) 400.00% 01000430 - STREETS (8,296) (12,515) -10,000.00 (9,700) -3.00% 01000610 - PARKS (35,916) (33,830) -30,100.00 (35,200) 16.94% 01000801 - ELECTRICAL (69,439) (44,846) -43,500.00 (43,500) 0.00% 01000810 - SIGN (658) (627) 0.00 (1,100) 48 - INTERNAL SERV CHRG (3,535,484) (3,125,717) -3,371,400.00 (2,814,900) -16.51% 01000110 - INFO TECH DIV (130,500) (104,700) -130,500.00 (130,500) 0.00% 01000420 - ENGINEERING (1,781,425) (1,977,949) -1,900,000.00 (2,050,000) 7.89% 01000430 - STREETS (279,681) (167,350) -250,000.00 - -100.00% 01000450 - CENTRAL GARAGE (511,227) - 0.00 - 01000480 - EQUIP REV-SANI/RECYCLING (261,485) (274,562) -318,500.00 - -100.00% 01000730 - ECONOMIC DEVELOPMENT (384,587) - -400,000.00 (334,400) -16.40% 01000740 - PLANNING (186,579) (601,157) -372,400.00 (300,000) -19.44% 49 - MISC REVENUES (878,832) (1,146,763) -963,500.00 (963,000) -0.05% 01000072 - TAXES & INTEREST (523,649) (368,595) -475,000.00 (475,000) 0.00% 01000073 - OTHER REVENUE (293,135) (739,804) -450,000.00 (453,000) 0.67% 01000211 - POLICE (12,545) (14,612) -15,000.00 (14,500) -3.33% 01000218 - CROSSING GUARDS (389) (448) -500.00 (500) 0.00% 01000610 - PARKS (43,114) (7,032) -23,000.00 (14,000) -39.13% 01000620 - FORESTRY (6,000) (6,000) 0.00 (6,000) 52 - OTHER FINANCING (1,000,000) (1,542,600) -1,542,600.00 (1,822,600) 18.15% 01000072 - TAXES & INTEREST (1,000,000) (1,542,600) -1,542,600.00 (1,542,600) 0.00% 01000080 - CITY ASSESSOR - - 0.00 (200,000) 01000610 - PARKS - - 0.00 (30,000) 01000740 - PLANNING - - 0.00 (50,000) 53 - SALE-CAPITAL ASSETS (118,356) (43,964) -25,000.00 (25,000) 0.00% 01000073 - OTHER REVENUE (118,356) (43,964) -25,000.00 (25,000) 0.00% Grand Total (50,062,742) (50,588,953) -49,746,100.00 (52,282,700) 5.10% 2023 General Fund Revenues 3/29/2023 Page 57 of 363 TAX LEVY 45.80% INTERGOVERNMENTAL REV 32.39% LICENSES & PERMITS 1.58% FINES & FORFIETURES 1.66% CHARGES FOR SERVICES 8.29% INTERNAL SERVICE CHARGES 5.41% MISC REVENUES 1.85% OTHER FINANCING 2.97% SALE OF ASSETS 0.05% 2023 GENERAL FUND REVENUES 3/29/2023 Page 58 of 363 Row Labels 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Expense 01 - GENERAL GOVERNMENT 6,987,818 7,190,106 7,256,995 7,176,900 -1.10% 01000010 - CITY COUNCIL 60,001 61,290 60,800 67,400 10.86% 01000020 - CITY MANAGER 320,142 335,135 325,500 334,600 2.80% 01000030 - CITY ATTORNEY 467,995 480,437 496,300 507,200 2.20% 01000040 - HUMAN RESOURCES 750,687 810,956 842,200 771,200 -8.43% 01000050 - CITY CLERK 288,030 289,371 300,800 259,800 -13.63% 01000060 - ELECTIONS 98,112 183,210 281,600 118,900 -57.78% 01000071 - FINANCE ADMIN 861,855 777,344 823,500 851,800 3.44% 01000072 - TAXES & INTEREST 537,678 156,301 60,900 60,000 -1.48% 01000090 - PURCHASING 274,452 295,288 284,600 291,200 2.32% 01000110 - INFO TECH DIV 1,541,022 1,725,402 1,677,084 1,638,400 -2.31% 01000120 - INSURANCE 727,474 975,805 1,032,700 1,109,400 7.43% 01000130 - FACILITY MAINT DIVISION 778,528 802,163 801,811 869,400 8.43% 01000150 - OSHKOSH MEDIA 261,843 297,404 269,200 297,600 10.55% 02 - PUBLIC SAFETY 29,257,110 31,207,237 30,742,619 32,091,800 4.39% 01000211 - POLICE 14,107,572 14,774,404 15,065,420 15,820,100 5.01% 01000214 - ANIMAL CARE 97,400 99,900 99,900 102,400 2.50% 01000217 - AUXILIARY POLICE 3,808 4,426 6,300 6,800 7.94% 01000218 - CROSSING GUARDS 63,084 82,433 102,500 102,800 0.29% 01000230 - FIRE DEPARTMENT 13,935,665 15,197,136 14,396,299 15,006,500 4.24% 01000240 - AMBULANCE 375,023 375,000 400,000 375,000 -6.25% 01000250 - HYDRANT RENTAL 650,000 650,000 650,000 650,000 0.00% 01000290 - POLICE & FIRE COMMIS 24,558 23,938 22,200 28,200 27.03% 03 - PUBLIC WORKS 5,742,368 4,940,852 5,405,305 4,761,300 -11.91% 01000410 - PW ADMINISTRATION 222,084 234,581 223,700 226,700 1.34% 01000420 - ENGINEERING 1,246,830 1,281,466 1,332,710 1,393,900 4.59% 01000430 - STREETS 2,316,291 2,266,740 2,701,200 2,709,000 0.29% 01000450 - CENTRAL GARAGE 1,957,162 1,158,064 1,147,695 431,700 -62.39% 04 - TRANSPORTATION 800,548 825,995 847,100 880,600 3.95% 01000801 - ELECTRICAL 605,095 623,151 619,300 652,600 5.38% 01000810 - SIGN 195,452 202,844 227,800 228,000 0.09% 06 - CULTURE & RECREATION 2,287,172 2,510,210 2,560,390 2,588,100 1.08% 01000610 - PARKS 1,931,424 2,130,467 2,121,190 2,125,300 0.19% 01000620 - FORESTRY 355,748 379,743 439,200 462,800 5.37% 07 - CONSERVATION & DEVELOPMENT 1,833,714 1,830,838 2,009,300 2,153,800 7.19% 01000080 - CITY ASSESSOR 537,259 513,228 561,100 767,000 36.70% 01000730 - ECONOMIC DEVELOPMENT 570,396 570,156 646,000 624,900 -3.27% 01000740 - PLANNING 726,060 747,454 802,200 761,900 -5.02% 08 - UNCLASSIFIED 1,372,499 1,207,430 1,747,591 5,154,900 194.97% 01000911 - PATRIOTIC CELEBRATION 39,218 23,347 8,300 24,100 190.36% 01000914 - UNCLASSIFIED 1,333,282 1,184,082 1,739,291 5,130,800 194.99% Expense Total 48,281,230 49,712,666 50,569,301 54,807,400 8.38% Grand Total 48,281,230 49,712,666 50,569,301 54,807,400 8.38% 2023 General Fund Expenditures 3/29/2023 Page 59 of 363 GENERAL GOVERNMENT 14% PUBLIC SAFETY PUBLIC WORKS 11% TRANSPORTATION 2% CULTURE & RECREATION 5% CONSERVATION & DEVELOPMENT 4%UNCLASSIFIED 3% 2023 GENERAL FUND EXPENDITURES 3/29/2023 Page 60 of 363 1 2 3 Name Email STRATEGIC PLAN GOALS Contact Information Mark Rohloff mrohloff@ci.oshkosh.wi.us City Council Effectiveness of Government Infrastructure Quality of Life 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. 0100-0010 General Page 61 of 363 Current Current 2022 Budgeted Actual Proposed Position Title Employees Employees Employees Council Members 7.00 7.00 7.00 TOTAL PERSONNEL 7.00 7.00 7.00 CITY COUNCIL (0100-0010) PERSONNEL POSITIONS Page 62 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000010 - CITY COUNCIL Expense 6102 - REGULAR PAY 36,599 36,586 36,500 36,500 0.00% 6302 - FICA - EMPLOYERS SHARE 2,623 2,416 2,800 2,800 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS - 7,567 - 7,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 777 50 4,100 4,100 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 11,652 13,102 12,000 13,000 8.33% 6520 - OFFICE SUPPLIES 5,835 998 2,400 1,000 -58.33% 6529 - NON-INV - SUPPLIES 2,515 571 2,500 2,500 0.00% 6550 - MINOR EQUIPMENT - - 500 500 0.00% Expense Total 60,001 61,290 60,800 67,400 10.86% 01000010 - CITY COUNCIL Total 60,001 61,290 60,800 67,400 10.86% Grand Total 60,001 61,290 60,800 67,400 10.86% 01000010 - CITY COUNCIL 3/28/2023 9:52 AM Page 63 of 363 1 2 3 4 5 6 Name Email Contact Information Mark Rohloff mrohloff@ci.oshkosh.wi.us City Manager Strengthen Neighborhoods Develop an Effective High Performing Government, Enhance the Effectiveness of City Government Provide a Safe, Secure, and Healthy community Improve and Maintain our Infrastructure Enhance our Quality of Life Services and Assets 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. 0100-0020 General STRATEGIC PLAN GOALS Support Economic Development Page 64 of 363 Current Current 2022 Budgeted Actual Proposed Position Title Employees Employees Employees City Manager 1.00 1.00 1.00 Executive Assistant 1.00 1.00 1.00 TOTAL PERSONNEL 2.00 2.00 2.00 CITY MANAGER (0100-0020) PERSONNEL POSITIONS Page 65 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000020 - CITY MANAGER Expense 6102 - REGULAR PAY 230,462 240,591 232,600 237,200 1.98% 6104 - OVERTIME PAY - - - - 6302 - FICA - EMPLOYERS SHARE 15,624 16,125 15,900 16,600 4.40% 6304 - WISCONSIN RETIREMENT FUND 15,536 15,666 15,700 16,100 2.55% 6306 - HEALTH INSURANCE 33,149 38,735 33,900 39,500 16.52% 6307 - HEALTH INSURANCE ADMIN FEE 1,600 1,600 1,600 - -100.00% 6308 - DENTAL 2,712 2,544 2,700 2,700 0.00% 6310 - LIFE INSURANCE 1,430 1,512 1,600 1,500 -6.25% 6320 - OTHER BENEFITS 3,621 3,409 3,600 3,600 0.00% 6404 - PS - MISC CONSULTING / STUDIES 3,048 1,447 1,500 1,000 -33.33% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 3,622 3,404 7,000 7,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 2,396 2,603 2,600 2,600 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 6,035 7,253 6,000 6,000 0.00% 6520 - OFFICE SUPPLIES 67 55 500 500 0.00% 6529 - NON-INV - SUPPLIES 840 191 300 300 0.00% Expense Total 320,142 335,135 325,500 334,600 2.80% 01000020 - CITY MANAGER Total 320,142 335,135 325,500 334,600 2.80% Grand Total 320,142 335,135 325,500 334,600 2.80% 01000020 - CITY MANAGER 3/28/2023 9:59 AM Page 66 of 363 1 2 3 . . . . 1 2 3 Name Email Support other depts./divisions in advancing their direct goals through advice, drafting and review of agreements and policies and providing other support and services as needed STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Support Economic Development by providing legal support for redevelopment projects, TIF’s and economic development projects Enhance the effectiveness of city government by training and developing employees and leaders, training and assisting council and boards and commissions, and clear communication through agendas, memos and other documents Drafted Master Agreements for Sanitary Districts, coordinated various issues related to Sanitary Districts City Attorney 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. 0100-0030 General Training - updated Council, Board and Commission Rules and conducted training, staff Board and Commission liaison training, updated manuals and conducted training with various Boards and Commissions Continue working on Sanitary District Master Agreement Assisted Clerk's office with election and redistricting issues Various ordinance updates Contact Information Staff Training - Real Estate Basics and Social Media / 1st Amendment issues Public Records Ordinance update Lynn Lorenson llorenson@ci.oshkosh.wi.us Page 67 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees City Attorney 1.00 1.00 1.00 Deputy City Attorney 1.00 1.00 1.00 Assistant City Attorney 0.65 0.65 0.65 Administrative Assistant 1.00 1.00 1.00 TOTAL PERSONNEL 3.65 3.65 3.65 CITY ATTORNEY (0100-0030) PERSONNEL POSITIONS Page 68 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000030 - CITY ATTORNEY Expense 6102 - REGULAR PAY 343,752 345,518 351,800 355,000 0.91% 6103 - REGULAR PAY - TEMP EMPLOYEE - 10,215 10,000 10,000 0.00% 6302 - FICA - EMPLOYERS SHARE 25,260 26,130 26,300 27,300 3.80% 6304 - WISCONSIN RETIREMENT FUND 23,172 22,482 23,700 24,100 1.69% 6306 - HEALTH INSURANCE 56,186 53,454 57,400 66,900 16.55% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 2,400 - -100.00% 6308 - DENTAL 3,950 3,279 3,900 3,900 0.00% 6310 - LIFE INSURANCE 1,314 1,459 1,500 1,500 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS - - - 4,300 6421 - EMPLOYEE TRAINING/DEVELOPMENT 4,098 5,216 7,300 7,300 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,542 1,574 1,700 1,700 0.00% 6441 - RENTAL EXPENSE - 98 1,300 - -100.00% 6443 - LEASE EXPENSE - 1,108 - 400 6454 - TELEPHONE / INTERNET SERVC 240 240 400 400 0.00% 6520 - OFFICE SUPPLIES 535 398 600 600 0.00% 6529 - NON-INV - SUPPLIES 5,547 6,867 8,000 3,800 -52.50% Expense Total 467,995 480,437 496,300 507,200 2.20% 01000030 - CITY ATTORNEY Total 467,995 480,437 496,300 507,200 2.20% Grand Total 467,995 480,437 496,300 507,200 2.20% 01000030 - CITY ATTORNEY 3/28/2023 10:00 AM Page 69 of 363 1 2 3 4 5 . . . 1 2 3 Name Email Human Resources Align Employee Performance to Department Plans Conducted a full classification and compensation study Continue Employee Development in Diversity Equity and Inclusion including formation of an employee DEI group Enhance the Effectiveness of our City Government Recruit, Retain, Engage and Recognize Employees Develop Future Leaders & Volunteers and Reconnect with Alumni MISSION STATEMENT The Human Resources Division is dedicated to providing customer driven solutions and programs that strategically address organizational needs for an effective and efficient workforce. 0100-0040 General Improve our Performance and Outcome Measures Including Benchmarks 2022 ACCOMPLISHMENTS 2023 GOALS STRATEGIC PLAN GOALS Contact Information Michelle Behnke mbehnke@ci.oshkosh.wi.us Continue Diversity, Equity and Inclusion employee education Evaluate performance evaluation system and align with classification and compensation study outcomes Implement the classification and compensation study Research and implemented an alumni outreach program Page 70 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Asst City Mgr/Dir of Admin Srvcs 1.00 1.00 1.00 Human Resources Manager 1.00 1.00 1.00 Human Resource Assistant 1.00 1.00 1.00 Benefits Coordinator 1.00 1.00 1.00 Human Resource Generalist 2.00 2.00 2.00 TOTAL PERSONNEL 6.00 6.00 6.00 HUMAN RESOURCES (0100-0040) PERSONNEL POSITIONS Page 71 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000040 - HUMAN RESOURCES Expense 6102 - REGULAR PAY 465,031 474,492 472,300 474,100 0.38% 6104 - OVERTIME PAY 2,367 2,655 4,300 4,300 0.00% 6302 - FICA - EMPLOYERS SHARE 34,770 35,358 35,600 35,900 0.84% 6304 - WISCONSIN RETIREMENT FUND 32,064 31,540 32,200 32,500 0.93% 6306 - HEALTH INSURANCE 44,308 55,531 45,400 52,900 16.52% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 2,400 - -100.00% 6308 - DENTAL 3,786 3,052 3,800 3,800 0.00% 6310 - LIFE INSURANCE 1,489 1,704 1,800 1,900 5.56% 6403 - PS - LEGAL/ATTORNEY FEES 109,469 36,374 35,000 35,000 0.00% 6404 - PS - MISC CONSULTING / STUDIES - 60,480 60,000 - -100.00% 6411 - ADVERTISING/POSTAGE/PRINTING 849 3,243 2,500 3,000 20.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 12,402 48,760 78,000 58,000 -25.64% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 23,568 25,353 28,000 28,800 2.86% 6417 - 3RD PARTY CONTRACTED SERVICE - 540 - - 6421 - EMPLOYEE TRAINING/DEVELOPMENT 11,543 17,817 24,900 24,900 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 3,105 4,439 8,100 8,100 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 966 965 1,000 1,000 0.00% 6443 - LEASE EXPENSE - 2,097 2,000 2,000 0.00% 6454 - TELEPHONE / INTERNET SERVC 480 480 500 500 0.00% 6520 - OFFICE SUPPLIES 1,759 1,726 2,300 2,400 4.35% 6529 - NON-INV - SUPPLIES 332 452 2,000 2,000 0.00% 6550 - MINOR EQUIPMENT - 1,497 100 100 0.00% Expense Total 750,687 810,956 842,200 771,200 -8.43% 01000040 - HUMAN RESOURCES Total 750,687 810,956 842,200 771,200 -8.43% Grand Total 750,687 810,956 842,200 771,200 -8.43% 01000040 - HUMAN RESOURCES 3/28/2023 10:01 AM Page 72 of 363 1 2 . . 1 2 Name Email Continue to fill and develop Election Specialist position Jessi Balcom jbalcom@ci.oshkosh.wi.us 2023 GOALS Contact Information City Clerk MISSION STATEMENT The Clerk's Office is to fulfill the traditional City Clerk responsibilities of record keeping, preparation of agenda's and meeting notices, documentation of official minutes, process liquor licenses, and provide information to other departments and citizens. 0100-0050 General Issue Liquor Licenses Timely STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS Promote transparency and communication Continuously improve customer service With 4 elections, staff focused on election tasks Continue to fill and develop Deputy Clerk position Page 73 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees City Clerk 1.00 1.00 1.00 Deputy City Clerk 1.00 1.00 1.00 Election Specialist 1.00 1.00 1.00 Part-Time Election Clerk 0.67 0.67 0.67 TOTAL PERSONNEL 3.67 3.67 3.67 CITY CLERK (0100-0050) PERSONNEL POSITIONS Page 74 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000050 - CITY CLERK Revenue 4322 - LIQUOR & MALT BEV LICENSES (129,365) (126,568) (125,000) (125,000) 0.00% 4323 - MISC CLERK LICENSE & PERMITS (25,053) (23,263) (25,000) (22,000) -12.00% 4324 - ROW LICENSE FEES (1,840) (35) (1,600) - -100.00% 4358 - CIGARETTE LICENSE (6,200) (6,000) (7,000) (6,000) -14.29% 4520 - OTHER GENERAL FEES (5,610) (5,540) (5,500) (5,500) 0.00% Revenue Total (168,068) (161,406) (164,100) (158,500) -3.41% Expense 6102 - REGULAR PAY 204,912 179,812 203,900 165,300 -18.93% 6103 - REGULAR PAY - TEMP EMPLOYEE - 11,489 - - 6104 - OVERTIME PAY 4,017 6,004 15,000 15,000 0.00% 6302 - FICA - EMPLOYERS SHARE 15,594 14,548 16,500 13,000 -21.21% 6304 - WISCONSIN RETIREMENT FUND 14,084 10,895 14,800 12,300 -16.89% 6306 - HEALTH INSURANCE 29,451 47,019 30,100 35,100 16.61% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 2,400 - -100.00% 6308 - DENTAL 2,022 2,799 2,100 2,100 0.00% 6310 - LIFE INSURANCE 710 175 900 100 -88.89% 6411 - ADVERTISING/POSTAGE/PRINTING 10,706 11,733 10,100 11,000 8.91% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 40 1,053 1,100 2,000 81.82% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 65 50 100 100 0.00% 6454 - TELEPHONE / INTERNET SERVC 240 240 300 300 0.00% 6520 - OFFICE SUPPLIES 3,321 663 2,900 2,900 0.00% 6529 - NON-INV - SUPPLIES 467 490 600 600 0.00% Expense Total 288,030 289,371 300,800 259,800 -13.63% 01000050 - CITY CLERK Total 119,962 127,965 136,700 101,300 -25.90% Grand Total 119,962 127,965 136,700 101,300 -25.90% 01000050 - CITY CLERK 3/28/2023 10:06 AM Page 75 of 363 1 2 . . . . 1 2 Name Email STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Promote transparency & communication Continually improve customer service Administered Four elections Processed Voter Four Year Maintanance (2,000+) Train Election Inspectors on Legislative Updates Elections MISSION STATEMENT The City Clerk's Office provides election service to voters and candidates so they can participate in the election process. 0100-0060 General Prepared for Two Elections in 2023 Implemented & Educated Voters on Redistricting Boundaries Contact Information Prepare for High Volume of Absentee Ballots Jessi Balcom jbalcom@ci.oshkosh.wi.us Page 76 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Part-time Employee 1.00 1.00 1.00 Poll Workers varies varies varies TOTAL PERSONNEL 1.00 1.00 1.00 ELECTIONS (0100-0060) PERSONNEL POSITIONS Page 77 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000060 - ELECTIONS Expense 6102 - REGULAR PAY 246 - - 28,200 6103 - REGULAR PAY - TEMP EMPLOYEE 57,285 127,207 167,500 40,000 -76.12% 6104 - OVERTIME PAY 1,152 2,088 - - 6302 - FICA - EMPLOYERS SHARE 1,434 2,315 6,500 2,600 -60.00% 6304 - WISCONSIN RETIREMENT FUND 1,527 2,186 2,000 1,900 -5.00% 6306 - HEALTH INSURANCE 4,063 11,211 2,700 3,100 14.81% 6308 - DENTAL 192 456 100 300 200.00% 6310 - LIFE INSURANCE 157 144 200 200 0.00% 6404 - PS - MISC CONSULTING / STUDIES 8,366 1,208 10,000 5,000 -50.00% 6411 - ADVERTISING/POSTAGE/PRINTING 13,972 21,657 66,900 25,000 -62.63% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 280 210 - 300 6416 - PREVENTATIVE MNTC CONTRACTS 4,465 3,995 5,000 5,000 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 170 727 400 500 25.00% 6441 - RENTAL EXPENSE 700 - 1,000 300 -70.00% 6454 - TELEPHONE / INTERNET SERVC 143 125 200 200 0.00% 6520 - OFFICE SUPPLIES 3,927 4,700 8,710 6,000 -31.11% 6529 - NON-INV - SUPPLIES 31 4,056 100 300 200.00% 6550 - MINOR EQUIPMENT - - - - 7204 - MACHINERY & EQUIPMENT - 926 10,290 - -100.00% Expense Total 98,112 183,210 281,600 118,900 -57.78% 01000060 - ELECTIONS Total 98,112 183,210 281,600 118,900 -57.78% Grand Total 98,112 183,210 281,600 118,900 -57.78% 01000060 - ELECTIONS 3/28/2023 10:06 AM Page 78 of 363 1 2 3 4 5 . . . . 1 2 3 4 Name Email Improved special assessment process to include dedicated person to administer special assessments Begin succession planning for the eventual replacement of the Finance Director Transitioned to new auditing firm Contact Information Russ Van Gompel rvangompel@ci.oshkosh.wi.us Refine processes of Internal Service Funds Implement credit card collections at City Hall cashier station Implement Capital Assests 2022 ACCOMPLISHMENTS 2023 GOALS Finance Utilize CIP scoring system to prioritize projects and maximize funding Reorganized the department structure to create a Management Analyst - Budget Issued 5 distict debt issues, including funding $7,300,500 for 2023 Capital Projects Execute the plan to reduce City's GO obligation debt to 40% Apply strategic plan initiative to annual budget planning and funding process Continue implementation of ERP Participate in the structural review of health insurance and benefit package MISSION STATEMENT 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, (4) prudently manage the financial operations of the three Utilities, and (5) assist internal and external customers with finance related issues, challenges, and opportunities to the best of our ability. 0100-0071 General STRATEGIC PLAN GOALS Page 79 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Director of Finance 0.25 0.25 0.25 Assistant Finance Director 1.00 1.00 1.00 Administrative Assistant 1.00 0.00 0.00 Management Analyst 0.00 1.00 1.00 Payroll Coordinator 1.00 1.00 1.00 Staff Accountant 1.00 1.00 1.00 Financial Specialist 1.00 1.00 1.00 Financial Accounting Manager 1.00 1.00 1.00 Account Clerk II 2.05 1.25 1.25 Account Clerk I 0.00 0.50 0.50 TOTAL PERSONNEL 8.30 8.00 8.00 FINANCE (0100-0071) PERSONNEL POSITIONS Page 80 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000071 - FINANCE ADMINISTRATION Expense 6102 - REGULAR PAY 517,475 509,487 521,100 530,500 1.80% 6103 - REGULAR PAY - TEMP EMPLOYEE 5,488 - 2,500 2,500 0.00% 6104 - OVERTIME PAY 8,997 2,962 2,500 2,500 0.00% 6302 - FICA - EMPLOYERS SHARE 38,310 36,996 48,900 51,100 4.50% 6304 - WISCONSIN RETIREMENT FUND 35,528 33,358 44,200 46,600 5.43% 6306 - HEALTH INSURANCE 120,755 114,777 121,800 141,900 16.50% 6307 - HEALTH INSURANCE ADMIN FEE 8,100 8,100 8,100 - -100.00% 6308 - DENTAL 7,980 5,555 7,400 7,500 1.35% 6310 - LIFE INSURANCE 1,181 1,441 1,500 1,600 6.67% 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6402 - PS - AUDIT 25,691 35,441 30,000 30,000 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 23,405 13,499 15,000 15,000 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 7,322 7,572 9,400 10,000 6.38% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,286 2,468 1,300 2,400 84.62% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 523 - 1,000 1,000 0.00% 6441 - RENTAL EXPENSE - 271 3,300 3,300 0.00% 6454 - TELEPHONE / INTERNET SERVC 240 240 300 300 0.00% 6464 - CASH OVER / SHORT (6) (11) 500 - -100.00% 6469 - UNCOLLECTIBLE ACCOUNTS 56,785 478 - - 6520 - OFFICE SUPPLIES 2,605 2,833 4,100 4,100 0.00% 6529 - NON-INV - SUPPLIES 63 492 500 500 0.00% 6550 - MINOR EQUIPMENT 126 1,385 100 1,000 900.00% Expense Total 861,855 777,344 823,500 851,800 3.44% 01000071 - FINANCE ADMIN Total 861,855 777,344 823,500 851,800 3.44% Grand Total 861,855 777,344 823,500 851,800 3.44% 01000071 - FINANCE ADMINISTRATION 3/28/2023 10:08 AM Page 81 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED Budget % Change from 2022 Budget to 2023 Budget 01000072 - TAXES & INTEREST Revenue 4102 - GENERAL PROPERTY TAX-CITY (21,873,942) (22,223,400) (22,223,400) (23,435,500) 5.45% 4108 - MOBILE HOME FEES (180,157) (196,440) (150,000) (152,000) 1.33% 4112 - PMT-IN LIEU OF TAX-UTILITY (1,000,000) (1,542,600) (1,542,600) (1,542,600) 0.00% 4118 - PMT-IN LIEU OF TAX-OTHER (168,872) (73,878) (100,000) (100,000) 0.00% 4120 - INTEREST-TAXES (110,022) (144,689) (120,000) (130,000) 8.33% 4560 - WEED CUTTING (16,871) (17,972) (15,000) (15,000) 0.00% 4561 - SNOW REMOVAL (41,896) (57,124) (30,000) (40,000) 33.33% 4910 - INTEREST-INSTALLMENT S/A (458,154) (363,157) (475,000) (475,000) 0.00% 4972 - MISCELLANEOUS REVENUE (65,495) (5,438) - - Revenue Total (23,915,409) (24,624,698) (24,656,000) (25,890,100) 5.01% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL 6,500 - - - 6434 - PROPERTY TAX EQUIVALENT 78,390 68,254 60,900 60,000 -1.48% 6469 - UNCOLLECTIBLE ACCOUNTS 452,788 88,048 - - Expense Total 537,678 156,301 60,900 60,000 -1.48% 01000072 - TAXES & INTEREST Total (23,377,731) (24,468,396) (24,595,100) (25,830,100) 5.02% Grand Total (23,377,731) (24,468,396) (24,595,100) (25,830,100) 5.02% 01000072 - TAXES & INTEREST 3/28/2023 10:09 AM Page 82 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED Budget % Change from 2022 Budget to 2023 Budget 01000073 - OTHER REVENUE Revenue 4210 - STATE AID-SHARED TAXES (9,609,400) (9,609,614) -9,609,600.00 (9,609,600) 0.00% 4228 - STATE AID-GEN TRNSPT AID (GTA)(3,113,925) (2,659,578) -3,005,000.00 (2,989,000) -0.53% 4232 - STATE AID-PYMT FOR MUNIC SRVS (1,049,299) (1,116,086) -1,050,300.00 (1,083,300) 3.14% 4236 - STATE AID-OTHER (105,945) (102,114) -101,700.00 (98,000) -3.64% 4237 - STATE AID-COMPUTER CREDIT (633,588) (633,621) -633,600.00 (633,600) 0.00% 4238 - STATE AID-EXPEND RESTRAINT (1,374,376) (1,404,986) -1,404,900.00 (1,547,700) 10.16% 4239 - STATE AID-PERSONAL PROPERTY (98,095) (180,166) -183,700.00 (183,700) 0.00% 4262 - GRANTS - FEDERAL (62,182) 101,052 0.00 - 4263 - GRANTS - STATE - - 0.00 - 4267 - GRANTS - SUBRECEIPIENT GOVT - - 0.00 - 4519 - PROPERTY SEARCH FEES (64,835) (56,210) -45,000.00 (45,000) 0.00% 4907 - INTEREST - ACCOUNTS RECEIVABLE (3,274) (8,513) 0.00 (3,000) 4908 - INTEREST-OTHER INVESTMENTS (201,082) (922,888) -300,000.00 (300,000) 0.00% 4916 - CAPITAL GAINS ON INVESTMENTS 186,909 314,324 0.00 - 4920 - RENTAL REVENUE - - 0.00 - 4972 - MISCELLANEOUS REVENUE (275,689) (122,728) -150,000.00 (150,000) 0.00% 5299 - TSF FROM OTHER FUNDS - - 0.00 - 5300 - SALE OF CAPITAL ASSETS (118,356) (43,964) -25,000.00 (25,000) 0.00% Revenue Total (16,523,137) (16,445,092) -16,508,800.00 (16,667,900) 0.96% Expense 7470 - TSF TO OTHER 20,000 - 0.00 - Expense Total 20,000 - 0.00 - 01000073 - OTHER REVENUE Total (16,503,137) (16,445,092) -16,508,800.00 (16,667,900) 0.96% Grand Total (16,503,137) (16,445,092) -16,508,800.00 (16,667,900) 0.96% 01000073 - OTHER REVENUE 3/28/2023 10:09 AM Page 83 of 363 STRATEGIC PLAN GOALS 1 . . . . 1 2 3 4 Name Email Purchasing Integrated revolving fund into the Tyler Munis Enterprise Asset Management module. Coordinated solicitations/procurements for 2022 CIP equipment, vehicles and projects. Enhance the effectiveness of our City Government: Maximize our financial position. MISSION STATEMENT 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. 0100-0090 General Coordinate bid for roof top HVAC unit replacments for the Oshkosh Public Library. Continue to pursue cooperative purchasing programs to save costs and staff time. 2022 ACCOMPLISHMENTS 2023 GOALS Contact Information Jon Urben jurben@ci.oshkosh.wi.us Completed internal staff cross-training of Purchasing processes and procedures. Continue to work with vendors to find alternate sourcing options due to supply chain issues. Worked with Attorney's Office to amend Section 12-10 of Municipal Code related to bid protests. Coordinate procurements/soliciations for 2023 CIP equipment, vehicles and projects. Page 84 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees General Services Manager 1.00 1.00 1.00 Senior Buyer 1.00 1.00 1.00 Office Assistant 1.00 1.00 1.00 TOTAL PERSONNEL 3.00 3.00 3.00 PURCHASING (0100-0090) PERSONNEL POSITIONS Page 85 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000090 - PURCHASING Expense 6102 - REGULAR PAY 203,050 210,413 207,700 209,800 1.01% 6104 - OVERTIME PAY 3 - 300 300 0.00% 6302 - FICA - EMPLOYERS SHARE 15,122 15,468 15,500 15,500 0.00% 6304 - WISCONSIN RETIREMENT FUND 13,688 13,701 14,000 14,300 2.14% 6306 - HEALTH INSURANCE 34,035 43,734 33,600 39,100 16.37% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 2,400 - -100.00% 6308 - DENTAL 2,279 2,798 2,800 2,800 0.00% 6310 - LIFE INSURANCE 770 952 1,000 1,200 20.00% 6411 - ADVERTISING/POSTAGE/PRINTING 1,616 1,711 2,500 2,500 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 20 694 1,400 1,800 28.57% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 430 764 600 800 33.33% 6441 - RENTAL EXPENSE - 138 1,400 - -100.00% 6443 - LEASE EXPENSE - 1,525 - 1,700 6454 - TELEPHONE / INTERNET SERVC 240 240 200 200 0.00% 6520 - OFFICE SUPPLIES 799 752 1,200 1,200 0.00% Expense Total 274,452 295,288 284,600 291,200 2.32% 01000090 - PURCHASING Total 274,452 295,288 284,600 291,200 2.32% Grand Total 274,452 295,288 284,600 291,200 2.32% 01000090 - PURCHASING 3/28/2023 10:10 AM Page 86 of 363 1 2 . . . 1 2 Name EmailContact Information Tony Neumann tneumann@ci.oshkosh.wi.us Continue expansion of network infrastructure to other city-owned facilities2023 GOALS Increase enterprise GIS integrations across departments to reduce duplicate efforts Implemented new work order and asset management system Information Technology Replaced entire internal city telephone infrastructure Deployed new GIS infrastucture to support consolidation and standardization Enhance Effectiveness of our Government - Improve Our Internal and External Communication Improve and Maintain Our Infrastructure - Update and Maintain Our Technology MISSION STATEMENT The Information Technology Division will provide the highest quality technology-based services as well as Geographic Information System (GIS) design & administration and printing, 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. 0100-0110 General STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS Page 87 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Info Tech Manager 1.00 1.00 1.00 Network Specialist 1.00 1.00 1.00 Systems Analyst/Web Developer 2.00 2.00 2.00 GIS Administrator 0.40 0.40 0.40 Desktop Support Tech 1.00 1.00 1.00 Telecommunications Specialist 1.00 1.00 1.00 Help Desk Specialist 1.00 1.00 1.00 Tech Support Services Coord 1.00 1.00 1.00 TOTAL PERSONNEL 8.40 8.40 8.40 INFORMATION TECHNOLOGY (0100-0110) PERSONNEL POSITIONS Page 88 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000110 - INFORMATION TECH DIV Revenue 4822 - SERVICE CHARGE - IT (130,500) (104,700) (130,500) (130,500) 0.00% Revenue Total (130,500) (104,700) (130,500) (130,500) 0.00% Expense 6102 - REGULAR PAY 527,028 552,290 545,600 603,400 10.59% 6104 - OVERTIME PAY 3 771 - - 6302 - FICA - EMPLOYERS SHARE 38,955 40,750 40,500 44,600 10.12% 6304 - WISCONSIN RETIREMENT FUND 35,349 36,006 36,800 41,000 11.41% 6306 - HEALTH INSURANCE 111,439 128,270 116,900 154,000 31.74% 6307 - HEALTH INSURANCE ADMIN FEE 6,500 6,500 6,500 - -100.00% 6308 - DENTAL 7,386 6,308 7,800 7,300 -6.41% 6310 - LIFE INSURANCE 775 884 900 1,000 11.11% 6411 - ADVERTISING/POSTAGE/PRINTING 63,066 37,990 55,400 45,800 -17.33% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 436,990 471,386 452,500 510,500 12.82% 6416 - PREVENTATIVE MNTC CONTRACTS 40,800 24,155 25,600 18,500 -27.73% 6417 - 3RD PARTY CONTRACTED SERVICE 635 1,046 600 600 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 656 4,845 6,200 6,200 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,750 2,400 1,800 2,300 27.78% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 418 697 500 600 20.00% 6443 - LEASE EXPENSE 36,934 32,287 19,000 27,400 44.21% 6452 - LICENSE & PERMITS 115 115 100 100 0.00% 6454 - TELEPHONE / INTERNET SERVC 35,987 33,737 34,200 36,300 6.14% 6520 - OFFICE SUPPLIES 8,081 7,683 12,000 11,300 -5.83% 6524 - SPECIALTY SUPPLIES 5,970 7,532 6,400 5,700 -10.94% 6529 - NON-INV - SUPPLIES 511 850 2,700 2,700 0.00% 6550 - MINOR EQUIPMENT 76,057 82,032 85,600 119,100 39.14% 7202 - OFFICE EQUIPMENT 37,016 246,868 219,484 - -100.00% 7230 - COMPUTER SOFTWARE 68,601 - - - Expense Total 1,541,022 1,725,402 1,677,084 1,638,400 -2.31% 01000110 - INFORMATION TECH DIV Total 1,410,522 1,620,702 1,546,584 1,507,900 -2.50% Grand Total 1,410,522 1,620,702 1,546,584 1,507,900 -2.50% 01000110 - INFORMATION TECH DIV 3/28/2023 10:11 AM Page 89 of 363 STRATEGIC PLAN GOALS 1 . . 2023 GOALS . Name Email Develop a procedure for new property/vehicle/equipment purchases Contact Information Paul Greeninger pgreeninger@ci.oshkosh.wi.us Insurance Participated with City Attorney personnel on contract training Revised insurance requirements for external vendors Enhance the Effectiveness of our City Government: Maximize our Financial Position Based on our Capabilities & Limitations MISSION STATEMENT Risk management is responsible for securing insurance coverage for city property and activities. The types of insurance include: Workers Compensation, General Liability, Police Professional, Fleet Liability, Public Officials, Employee Dishonesty & Crime, Property & Contractors Equipment, Fleet Comprehensive & Collision, Boiler & Machinery, Tank Liability, Pollution Liability and Cyber Liability. This is a cooperative process with the assistance of several City Departments. 0100-0120 General 2022 ACCOMPLISHMENTS Page 90 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000120 - INSURANCE Expense 6412 - CONTRACTUAL AGREEMENT PYMNTS 22,775 2,106 36,700 40,000 8.99% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 220 100 1,000 1,000 0.00% 6450 - INSURANCE EXPENSE 360,579 425,099 483,700 495,500 2.44% 6451 - WORKERS COMPENSATION 343,900 548,500 511,300 572,900 12.05% Expense Total 727,474 975,805 1,032,700 1,109,400 7.43% 01000120 - INSURANCE Total 727,474 975,805 1,032,700 1,109,400 7.43% Grand Total 727,474 975,805 1,032,700 1,109,400 7.43% 01000120 - INSURANCE 3/28/2023 10:12 AM Page 91 of 363 1 2 3 4 5 . . . . . . 1 2 3 4 5 Name Email Completed renovations in City Hall of GIS office, Oshkosh Media, Finance and Assessors areas. Completed updates and renovations to City Hall front lobby ramp/welcome area. Facilities Maintenance Continue implementation of energy efficiency upgrades. Completed office renovations as part of City Hall Security Improvements project. Completed various HVAC improvements at Safety Building, Seniors Center and City Hall. Improve and Maintain our Infrastructure. Improve our City Facilities- Develop Facility Improvement Plans for all City buildings. Continue annual HVAC prioritization, maintenance and replacement. Update and Improve our City Equipment- Develop long range equipment replacement plans. MISSION STATEMENT 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. 0100-0130 General 2022 ACCOMPLISHMENTS STRATEGIC PLAN GOALS Completed renovations/updates for front desk area at Oshkosh Seniors Center North building. Began working with departments on addressing identified ADA deficiency projects/items. Contact Information Jon Urben jurben@ci.oshkosh.wi.us Continue to cross-train Facilities Maintenance staff on duties and responsibilties. Evaluate processes and coordinate reorganization of City Hall cold storage areas. Coordinate replacement of emergency generators at OFD 18, Public Library and Grand. Continue tracking progress on completed ADA deficiency projects/items. 2023 GOALS Coordinate elevator replacements @ Safety Building and Convention Center. Page 92 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Maintenance Coordinator 1.00 1.00 1.00 Facilities Maintenance Technician 5.00 5.00 5.00 Plumber 1.00 1.00 1.00 TOTAL PERSONNEL 7.00 7.00 7.00 FACILITIES MAINTENANCE (0100-0130) PERSONNEL POSITIONS Page 93 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000130 - FACILITY MAINTENANCE Expense 6102 - REGULAR PAY 285,076 273,005 286,200 317,400 10.90% 6104 - OVERTIME PAY 96 609 2,700 2,700 0.00% 6302 - FICA - EMPLOYERS SHARE 20,526 19,596 21,000 21,700 3.33% 6304 - WISCONSIN RETIREMENT FUND 19,241 17,637 19,500 20,300 4.10% 6306 - HEALTH INSURANCE 94,957 100,159 96,700 129,100 33.51% 6307 - HEALTH INSURANCE ADMIN FEE 4,900 4,900 4,900 - -100.00% 6308 - DENTAL 5,551 4,983 5,600 5,400 -3.57% 6310 - LIFE INSURANCE 1,301 1,101 1,400 1,000 -28.57% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 3,157 986 10,000 5,000 -50.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 700 590 1,000 1,500 50.00% 6416 - PREVENTATIVE MNTC CONTRACTS 34,587 35,478 66,011 35,000 -46.98% 6417 - 3RD PARTY CONTRACTED SERVICE 29,074 30,832 1,300 25,000 1823.08% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 1,553 - 2,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 61 469 - 1,500 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 668 - 400 500 25.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 367 480 600 800 33.33% 6433 - INTERFUND CHARGE BACKS - 987 - 3,000 6452 - LICENSE & PERMITS 3,118 3,258 3,200 3,800 18.75% 6454 - TELEPHONE / INTERNET SERVC 1,246 1,258 1,500 2,000 33.33% 6455 - UTILITY EXPENSE 232,777 257,383 234,900 251,300 6.98% 6519 - NON-INVENTORY FUEL 20 - 100 100 0.00% 6520 - OFFICE SUPPLIES 55 110 200 200 0.00% 6529 - NON-INV - SUPPLIES 35,677 36,757 39,600 32,100 -18.94% 6539 - NON INV - REPAIR PARTS - 1,253 - 2,000 6550 - MINOR EQUIPMENT 5,373 8,777 5,000 6,000 20.00% Expense Total 778,528 802,163 801,811 869,400 8.43% 01000130 - FACILITY MAINTENANCE Total 778,528 802,163 801,811 869,400 8.43% Grand Total 778,528 802,163 801,811 869,400 8.43% 01000130 - FACILITY MAINTENANCE 3/28/2023 10:12 AM Page 94 of 363 1 2 . . . . . . 1 2 3 4 Name Email 2023 GOALS Created new TV program "Let's Talk Events" to promote Oshkosh community events and activities. Implement podcast platform for GovTV programming. Worked with Facilities Maintenance to update and refresh Oshkosh Media lobby and reception area. Worked with Facilities Maintenance to update and refresh City Hall first floor ramp/welcome area. Replace A/V equipment for government meeting coverage for Room 404/406 of City Hall. Contact Information Jon Urben jurben@ci.oshkosh.wi.us Oshkosh Media Formed working group of department social media reps to improve/enhance City's social media strategies. Received 4 Excellence awards and 2 Best in Show awards in 2022 "Best of Midwest" Video Festival. Enhance the Effectiveness of our City Government. Improve our Internal and External Communications. MISSION STATEMENT To carry out the mission and objectives of the government access (Gov TV) and community access (Life TV) television channels of Oshkosh Media (OM). 0100-0150 General STRATEGIC PLAN GOALS Increase promotion and awareness of Polco community surveys on social media and other platforms. Use new Oshkosh Media drone to produce program series highlighting City landmarks and areas. Launched official City of Oshkosh Government Facebook page.2022 ACCOMPLISHMENTS Page 95 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Media Services Coordinator 1.00 1.00 1.00 Communications Coordinator 1.00 1.00 1.00 Video Editing Technician 1.00 1.00 1.00 TOTAL PERSONNEL 3.00 3.00 3.00 OSHKOSH MEDIA (0100-0150) PERSONNEL POSITIONS Page 96 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000150 - OSHKOSH MEDIA Revenue 4252 - OTHER GOVERNMENT AID-CABLE TV (142,724) (142,724) (142,700) (142,700) 0.00% 4312 - TELEVISION FRANCHISE (557,454) (533,632) (675,000) (530,000) -21.48% 4520 - OTHER GENERAL FEES (3,775) (4,350) (3,500) (3,000) -14.29% 4952 - GIFTS & DONATIONS - - - - Revenue Total (703,953) (680,706) (821,200) (675,700) -17.72% Expense 6102 - REGULAR PAY 179,216 185,549 181,200 182,200 0.55% 6104 - OVERTIME PAY 70 398 1,500 1,500 0.00% 6302 - FICA - EMPLOYERS SHARE 13,156 13,646 13,600 13,600 0.00% 6304 - WISCONSIN RETIREMENT FUND 12,085 12,107 12,300 12,500 1.63% 6306 - HEALTH INSURANCE 32,610 35,311 33,900 39,500 16.52% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 2,400 - -100.00% 6308 - DENTAL 2,065 2,068 2,100 2,100 0.00% 6310 - LIFE INSURANCE 344 355 400 400 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 12,813 41,747 16,500 40,200 143.64% 6417 - 3RD PARTY CONTRACTED SERVICE - - 100 - -100.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 1,533 1,957 2,300 2,300 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 325 350 300 300 0.00% 6433 - INTERFUND CHARGE BACKS - 210 - 500 6454 - TELEPHONE / INTERNET SERVC 480 480 500 500 0.00% 6520 - OFFICE SUPPLIES 90 60 400 300 -25.00% 6529 - NON-INV - SUPPLIES 762 762 1,700 1,700 0.00% 6550 - MINOR EQUIPMENT 3,894 5 - - Expense Total 261,843 297,404 269,200 297,600 10.55% 01000150 - OSHKOSH MEDIA Total (442,110) (383,302) (552,000) (378,100) -31.50% Grand Total (442,110) (383,302) (552,000) (378,100) -31.50% 01000150 - OSHKOSH MEDIA 3/28/2023 10:13 AM Page 97 of 363 1 2 3 4 5 . . . . . 1 2 3 4 Name EmailContact Information Continue to improve strategies to address substance abuse in the community Increase police presence in the community through outreach efforts by 5% Dean Smith dsmith@ci.oshkosh.wi.us Police MISSION STATEMENT To promote public safety and to enhance the quality of life in our community through innovative policing and community partnerships. 0100-0211 General Improve transportation safety within the community Enhance community trust in public safety Strengthen relationships with neighborhood organizations and diverse groups in the community Hosting the first Youth Leadership Camp August 15-19, 2022 Installation of FLOCK cameras 2023 GOALS Implemenation of Behavioral Health Officer and Social Worker Co-Responder Team along with Therapy Dog, Magic. STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS Implementation of Virtual Reality Training Continue training in core disciplines including fair and impartial policing Kiwanis Reading with the Cops Program Continue to develop strategies to address substance abuse in the community Ensure a high level of response to emergencies Continued relationship building and outreach efforts with the Boys and Girls Club Page 98 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Police Chief 1.00 1.00 1.00 Assistant Chief 1.00 1.00 1.00 Captains 2.00 2.00 2.00 Lieutenants 5.00 5.00 5.00 Sergeants 13.00 13.00 13.00 Detectives I & II 7.00 7.00 7.00 Police Officers 76.00 76.00 76.00 Office Admin Manager Analyst 1.00 1.00 1.00 Court Liaison Clerk 1.00 1.00 1.00 Administrative Assistant 1.00 1.00 1.00 Records Supervisor 1.00 1.00 1.00 Secretary 1.00 1.00 1.00 Records & Reports Clerk 2.00 2.00 2.00 Crime Analyst 1.00 1.00 1.00 Property Evidence Clerk 1.00 1.00 1.00 Telecommunications Clerk 3.00 3.00 3.00 Report Processor 4.00 4.00 4.00 Fleet & Equipment Coordinator 1.00 1.00 1.00 Comm. Service Officer (7) P.T. 5.32 5.32 5.32 Report Processor (2) P.T. 1.10 1.10 1.10 Parking Control (3) P.T. 1.59 1.59 1.59 Telecommunications Clerk (3) P.T. 1.65 1.10 1.65 Court Liaison Clerk (1) P.T. 0.66 0.66 0.66 Property Evidence Clerk (1) P.T. 0.53 0.53 0.53 UWO Summer Work Study (2) P.T. 0.51 0.26 0.51 TOTAL PERSONNEL 133.36 132.56 133.36 POLICE (0100-0211) PERSONNEL POSITIONS Page 99 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000211 - POLICE Revenue 4206 - FEDERAL AID-POLICE (75,324) (42,867) (40,000) (40,000) 0.00% 4240 - COUNTY AID-OTHER AID (2,347) (6,003) - - 4253 - OTHER GOVERNMENT AID-POLICE (197,282) (251,074) (211,800) (218,200) 3.02% 4402 - PARKING VIOLATIONS (338,056) (302,007) (405,700) (408,000) 0.57% 4406 - CITY FINES FROM COURT (265,947) (271,145) (456,300) (456,300) 0.00% 4521 - PD SPEC EVENT REVENUE (185,707) (182,907) (101,900) (185,700) 82.24% 4522 - PD NON-SPEC EVENT REVENUE (15,987) (38,612) (28,000) (21,900) -21.79% 4532 - POLICE DEPARTMENT FEES (6,136) (4,659) (2,500) (2,500) 0.00% 4972 - MISCELLANEOUS REVENUE (12,545) (14,612) (15,000) (14,500) -3.33% 4983 - SPEC EVENT EQUIP DISCOUNT 6,155 - 4,300 6,200 44.19% Revenue Total (1,093,177) (1,113,886) (1,256,900) (1,340,900) 6.68% Expense 6102 - REGULAR PAY 8,971,999 9,367,382 9,674,900 10,003,300 3.39% 6103 - REGULAR PAY - TEMP EMPLOYEE 32 - 6,000 5,300 -11.67% 6104 - OVERTIME PAY 896,800 734,120 777,000 815,300 4.93% 6302 - FICA - EMPLOYERS SHARE 732,786 746,034 787,400 825,800 4.88% 6304 - WISCONSIN RETIREMENT FUND 1,105,143 1,154,805 1,193,100 1,344,900 12.72% 6306 - HEALTH INSURANCE 1,382,116 1,658,925 1,459,800 1,709,600 17.11% 6307 - HEALTH INSURANCE ADMIN FEE 76,100 76,100 76,100 - -100.00% 6308 - DENTAL 81,557 81,844 91,700 87,900 -4.14% 6310 - LIFE INSURANCE 14,080 15,023 16,400 16,500 0.61% 6312 - INCOME CONTINUATION INSURANCE - - - - 6401 - PS - ENGINEER/SURVEY/APPRAISAL 169,212 123,748 205,200 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES 54,571 8,556 74,400 3,000 -95.97% 6411 - ADVERTISING/POSTAGE/PRINTING - - 200 200 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 7,390 58,807 15,000 147,300 882.00% 6413 - CONTRACTUAL EMPLOYMENT - - - 44,800 6415 - SUBSCRIPTION/LICENSING CNTRCTS 70,954 34,645 34,900 38,400 10.03% 6416 - PREVENTATIVE MNTC CONTRACTS 19,705 1,812 20,000 23,600 18.00% 6417 - 3RD PARTY CONTRACTED SERVICE 38,376 87,408 41,800 102,200 144.50% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 25,748 - 32,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 36,734 59,828 41,800 45,800 9.57% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,260 2,636 1,800 1,900 5.56% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 48,723 51,556 58,011 58,000 -0.02% 6443 - LEASE EXPENSE 11,771 12,648 13,400 16,400 22.39% 6452 - LICENSE & PERMITS 953 80 1,200 1,200 0.00% 6454 - TELEPHONE / INTERNET SERVC 67,337 69,684 68,700 68,800 0.15% 01000211 - POLICE 3/28/2023 10:13 AM Page 100 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000211 - POLICE 6455 - UTILITY EXPENSE 10,710 13,611 13,400 14,200 5.97% 6519 - NON-INVENTORY FUEL 16 - - - 6520 - OFFICE SUPPLIES 19,620 21,841 25,200 25,400 0.79% 6523 - MEDICAL SUPPLIES 569 309 1,300 2,000 53.85% 6529 - NON-INV - SUPPLIES 61,212 77,042 88,263 74,300 -15.82% 6550 - MINOR EQUIPMENT 62,676 65,445 61,600 79,800 29.55% 7204 - MACHINERY & EQUIPMENT - - - 16,900 7210 - MOTOR VEHICLES 165,170 224,767 216,847 215,300 -0.71% Expense Total 14,107,572 14,774,404 15,065,420 15,820,100 5.01% 01000211 - POLICE Total 13,014,395 13,660,518 13,808,520 14,479,200 4.86% Grand Total 13,014,395 13,660,518 13,808,520 14,479,200 4.86% 3/28/2023 10:13 AM Page 101 of 363 1 2 3 4 . . . . 1 2 3 4 Name Email Strengthen the working relationship between OAHS and OPD to efficiently and thoroughly address animal cruelty and neglect in our community. STRATEGIC PLAN GOALS Become an educational resource in all areas of pet ownership and humane treatment. 2022 ACCOMPLISHMENTS Offer medical and behavioral services to our community. Decrease owner surrenders through a variety of surrender-prevention service options. We've held three low-cost community vaccination and microchip clinics serving approximately 450 animals and their people in April, May and June 2022. As of August 1, 2022 OAHS has maintained a save rate of 95.1%. We created an in-house dental suite so we are now able to perform dental cleanings and procedures such as extractions, eliminating the need to outsource, thus saving costs. Our community pantry has provided food for over 250 animals for pet owners struggling to feed their animals. Police - Animal Care MISSION STATEMENT 0100-0214 General The mission of the Oshkosh Area Humane Society is to provide compassionate care and comfort to animals in need and to build a community that promotes humane treatment of all animals. Contact Information Explore possibility of retaining a humane officer through OPD. Hold a minimum of 4 low-cost vaccination/microchip clinics. Maintain a return to owner rate of all strays of 30% or higher. Create incentives for microchipping/tagging stray animals. Jessica Miller jessica@oahs.org 2023 GOALS Increase community knowledge regarding pet safety, importance of vaccinations, etc. Page 102 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000214 - ANIMAL CARE Expense 6412 - CONTRACTUAL AGREEMENT PYMNTS 97,400 99,900 99,900 102,400 2.50% Expense Total 97,400 99,900 99,900 102,400 2.50% 01000214 - ANIMAL CARE Total 97,400 99,900 99,900 102,400 2.50% Grand Total 97,400 99,900 99,900 102,400 2.50% 01000214 - ANIMAL CARE 3/28/2023 10:14 AM Page 103 of 363 1 2 . . . . 1 2 3 4 5 Name Email STRATEGIC PLAN GOALS Ensure a high level of response to emergencies Improve transportation safety within the community Able to keep members involved and engaged with special the various types of special events2022 ACCOMPLISHMENTS 63 Year of Service to the Citizens of Oshkosh Deployed 3 Speed Awareness Trailers through out the City weekly Able to provide manpower to a number of non-scheduled emergency call-in's Auxiliary Police 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. 0100-0217 General Contact Information Increase hands-on training for members Continue Speed Awareness Program (Speed Trailer Deployments) Scott Footit sfootit@ci.oshkosh.wi.us Send up to two members to a national VLEOA Training Conference. Complete a weekend training session that test response times and tasks. 2023 GOALS Recruiting - We must add additional members to strengthen the unit Page 104 of 363 STRATEGIC PLAN GOALS 1 . . . 1 2 3 Name EmailContact Information No injuries to children or crossing guards Replace some more outdated equipment to give crossing guards better visibility Dean Smith dsmith@ci.oshkosh.wi.us Police - Crossing Guards MISSION STATEMENT To promote public safety and to enhance the quality of life in our community through innovative policing and community partnerships. 0100-0218 General 2022 ACCOMPLISHMENTS 2023 GOALS Improve transportation safety within the community No Children injured No Crossing Guards injured Promote recruitment/employment Replaced some outdated equipment to give crossinsg guards better visibilty Page 105 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000218 - CROSSING GUARDS Revenue 4972 - MISCELLANEOUS REVENUE (389) (448) (500) (500) 0.00% Revenue Total (389) (448) (500) (500) 0.00% Expense 6103 - REGULAR PAY - TEMP EMPLOYEE 58,508 76,459 95,100 95,100 0.00% 6302 - FICA - EMPLOYERS SHARE 4,476 5,849 7,300 7,300 0.00% 6529 - NON-INV - SUPPLIES 100 125 100 400 300.00% Expense Total 63,084 82,433 102,500 102,800 0.29% 01000218 - CROSSING GUARDS Total 62,695 81,985 102,000 102,300 0.29% Grand Total 62,695 81,985 102,000 102,300 0.29% 01000218 - CROSSING GUARDS 3/28/2023 10:15 AM Page 106 of 363 1 2 3 . . . . 1 2 3 Name Email Implemented an Administrative Battalion Chief position to reduce administrative workload and improve department effectiveness. Begin the next phase of development of the Oshkosh Fire Department Training Center. Collaborated with area fire departments and the Wisconsin Policy Forum to complete a study to identify and evaluate possible efficiencies and cost savings from shared services. Implemented Automatic Vehicle Location (AVL) technology to improve response times and increase service. Contact Information Fully implement a document management system to update and maintain department policies and procedures. Complete a Community Risk Assessment/Standard of Cover document as the next step in the pursuit of departmental accreditation. Michael Stanley mstanley@ci.oshkosh.wi.us Fire & Ambulance MISSION STATEMENT The City of Oshkosh Fire Department is a highly trained team that adds value to our community by providing a wide range of emergency services with skill and compassion. We advocate risk reduction through prevention and education, and we provide leadershiop in times of crisis. 0100-0230 & 0100-0240 Public Safety Strengthen Our Neighborhoods and Partnerships STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Provide a Safe, Secure, and Healthy Community Enhance the Effectiveness of our City Government Completed a comprehensive facilities study to evaluate the current and future needs for facilities for the Oshkosh Fire Department. Page 107 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Fire Chief 1.00 1.00 1.00 Assistant Fire Chiefs 2.00 2.00 2.00 Battalion Chiefs 6.00 6.00 6.00 Captains (56-hour) 7.00 7.00 7.00 Captains (40 Hour) 2.00 2.00 2.00 Lieutenants 14.00 14.00 14.00 Equipment Operators 21.00 21.00 21.00 EMS Shift Coordinator 3.00 3.00 3.00 Firefighters 56.00 51.00 56.00 Administrative Assistant 1.00 1.00 1.00 Risk Reduction Coordinator 1.00 1.00 1.00 Management Analyst 1.00 1.00 1.00 TOTAL PERSONNEL 115.00 110.00 115.00 FIRE & AMBULANCE (0100-0230 & 0100-0240) PERSONNEL POSITIONS Page 108 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000230 - FIRE DEPARTMENT Revenue 4236 - STATE AID-OTHER (189,929) (201,246) (190,000) (200,000) 5.26% 4263 - GRANTS - STATE (811) - - - 4388 - OTHER PERMITS (21,549) (16,533) (25,000) (25,000) 0.00% 4523 - FD SPEC EVENT REVENUE (168,467) (181,589) (124,000) (124,000) 0.00% 4524 - FD NON-SPEC EVENT REVENUE (12,676) (30,095) - (40,000) 4534 - FIRE DEPARTMENT FEES (22,539) (18,262) (40,000) (35,000) -12.50% 4983 - SPEC EVENT EQUIP DISCOUNT 11,602 - 10,000 10,000 0.00% Revenue Total (404,370) (447,726) (369,000) (414,000) 12.20% Expense 6102 - REGULAR PAY 9,224,549 9,434,550 9,774,518 9,777,000 0.03% 6104 - OVERTIME PAY 534,002 1,071,806 328,500 534,000 62.56% 6302 - FICA - EMPLOYERS SHARE 146,584 158,225 155,296 153,500 -1.16% 6304 - WISCONSIN RETIREMENT FUND 1,577,007 1,701,976 1,636,374 1,805,000 10.30% 6306 - HEALTH INSURANCE 1,512,258 1,795,320 1,559,900 1,817,300 16.50% 6307 - HEALTH INSURANCE ADMIN FEE 73,600 73,600 84,094 - -100.00% 6308 - DENTAL 96,514 97,969 92,400 93,300 0.97% 6310 - LIFE INSURANCE 16,412 16,232 18,700 17,800 -4.81% 6312 - INCOME CONTINUATION INSURANCE - - - - 6404 - PS - MISC CONSULTING / STUDIES 48,947 5,860 85,000 - -100.00% 6411 - ADVERTISING/POSTAGE/PRINTING 1,212 1,109 900 2,900 222.22% 6412 - CONTRACTUAL AGREEMENT PYMNTS 175 6,288 500 10,000 1900.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 51,796 58,065 57,700 52,700 -8.67% 6416 - PREVENTATIVE MNTC CONTRACTS 104,683 92,234 50,100 138,000 175.45% 6417 - 3RD PARTY CONTRACTED SERVICE 77,142 72,756 76,500 90,300 18.04% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 27,683 21,989 20,000 13,000 -35.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 875 1,975 1,000 2,200 120.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 41,256 53,297 53,392 61,600 15.37% 6433 - INTERFUND CHARGE BACKS - 63,051 - 78,700 6443 - LEASE EXPENSE 1,742 1,707 1,900 1,900 0.00% 6452 - LICENSE & PERMITS 2,675 750 5,400 3,000 -44.44% 6454 - TELEPHONE / INTERNET SERVC 15,239 19,784 14,500 15,000 3.45% 6455 - UTILITY EXPENSE 95,736 109,605 93,300 112,000 20.04% 6519 - NON-INVENTORY FUEL 1,671 191 2,200 2,200 0.00% 6520 - OFFICE SUPPLIES 7,356 5,145 5,500 8,000 45.45% 6523 - MEDICAL SUPPLIES 112,309 115,647 111,000 141,000 27.03% 6529 - NON-INV - SUPPLIES 134,787 194,968 144,600 50,900 -64.80% 6539 - NON INV - REPAIR PARTS - 4,820 - 2,900 6550 - MINOR EQUIPMENT 14,252 6,566 13,025 7,300 -43.95% 7204 - MACHINERY & EQUIPMENT 10,535 11,650 10,000 5,000 -50.00% 7214 - BUILDINGS & BUILDING IMPRVMTS 4,668 - - 10,000 Expense Total 13,935,665 15,197,136 14,396,299 15,006,500 4.24% 01000230 - FIRE DEPARTMENT Total 13,531,295 14,749,410 14,027,299 14,592,500 4.03% Grand Total 13,531,295 14,749,410 14,027,299 14,592,500 4.03% 01000230 - FIRE DEPARTMENT 3/28/2023 10:15 AM Page 109 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000250 - HYDRANT RENTAL Expense 6442 - HYDRANT RENTAL 650,000 650,000 650,000 650,000 0.00% Expense Total 650,000 650,000 650,000 650,000 0.00% 01000250 - HYDRANT RENTAL Total 650,000 650,000 650,000 650,000 0.00% Grand Total 650,000 650,000 650,000 650,000 0.00% 01000250 - HYDRANT RENTAL 3/28/2023 10:20 AM Page 110 of 363 1 2 2022 ACCOMPLISHMENTS . Name EmailContact Information Michelle Behnke mbehnke@ci.oshkosh.wi.us Police & Fire Commission Enhanced Fire recruitment process with additional application processes Provide a Safe, Secure and Healthy Community Enhance the Effectiveness of Our City Government: Recruit, Retain, Engage and Recognize Employees MISSION STATEMENT The purpose of this fund is to comply with the requirement of S.S. 62.13, which mandates the establishment of an eligibility list for the appointment of police officers and firefighters. 0100-0290 Public Safety STRATEGIC PLAN GOALS 2023 GOALS 1 Continue to evaluate and enhance the recruitment process for Police and Fire Page 111 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000290 - POLICE & FIRE COMMISSION Expense 6412 - CONTRACTUAL AGREEMENT PYMNTS 24,440 23,938 22,000 28,000 27.27% 6520 - OFFICE SUPPLIES 118 - 200 200 0.00% Expense Total 24,558 23,938 22,200 28,200 27.03% 01000290 - POLICE & FIRE COMMISSION Total 24,558 23,938 22,200 28,200 27.03% Grand Total 24,558 23,938 22,200 28,200 27.03% 01000290 - POLICE & FIRE COMMISSION 3/28/2023 10:20 AM Page 112 of 363 1 2 3 4 . . . . . 1 2 3 4 Name Email STRATEGIC PLAN GOALS Public Works Administration Strengthen Our Neighborhoods. Completed Algoma Boulevard Reconstruction from Wisconsin Street to Congress Avenue. Continued progress on Oregon Street Sanitary Sewer Interceptor reconstruction. Improve and Maintain Our Infrastructure. Support Economic Development. Enhance Our Quality of Life Services and Assets. MISSION STATEMENT To plan, build, maintain, and improve infrastructure and Department of Public Works services for the community. 0100-0410 General Complete and Submit WWTP WPDES Permit Renewal. Launched "Get the Lead Out" Campaign for Private Side Lead Service Replacements. Reconstruct Wisconsin Street from West New York Avenue to West Bent Avenue. Complete Bidding Documents for Clearwell and Ozone Generation Equipment Replacement. Contact Information James Rabe jrabe@ci.oshkosh.wi.us Begin PFAS sampling in finished water in accordance with UCMR 5. 2023 GOALS 2022 ACCOMPLISHMENTS Secured Bipartisan Infrastructure Law funding for two street resurfacing projects. Completed WWTP Facilities Plan Update. Page 113 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Director of Public Works 0.60 0.60 0.60 Assistant Director of Public Works 0.25 0.25 0.25 Administrative Assistant 1.00 1.00 1.00 TOTAL PERSONNEL 1.85 1.85 1.85 PUBLIC WORKS ADMINISTRATION (0100-0410) PERSONNEL POSITIONS Page 114 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000410 - PW ADMINISTRATION Expense 6102 - REGULAR PAY 174,969 183,527 174,600 176,300 0.97% 6302 - FICA - EMPLOYERS SHARE 13,222 13,878 13,200 13,300 0.76% 6304 - WISCONSIN RETIREMENT FUND 11,799 11,950 11,800 12,000 1.69% 6306 - HEALTH INSURANCE 13,670 15,553 14,400 16,800 16.67% 6307 - HEALTH INSURANCE ADMIN FEE 1,600 1,600 1,600 - -100.00% 6308 - DENTAL 798 729 800 800 0.00% 6310 - LIFE INSURANCE 366 477 500 700 40.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 2,023 2,914 2,800 2,800 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,441 1,381 1,200 1,200 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 966 972 1,100 1,200 9.09% 6452 - LICENSE & PERMITS - - 200 - -100.00% 6454 - TELEPHONE / INTERNET SERVC 594 594 600 600 0.00% 6520 - OFFICE SUPPLIES 568 719 700 800 14.29% 6529 - NON-INV - SUPPLIES 69 285 200 200 0.00% Expense Total 222,084 234,581 223,700 226,700 1.34% 01000410 - PW ADMINISTRATION Total 222,084 234,581 223,700 226,700 1.34% Grand Total 222,084 234,581 223,700 226,700 1.34% 01000410 - PW ADMINISTRATION 3/28/2023 10:21 AM Page 115 of 363 1 2 3 . . . . 1 2 3 4 Name Email Complete design, bidding, and construction of Wisconsin Street, West Lincoln Avenue, and McKinley Street reconstructs Completed design, bidding, and construction of Phase 5 of the Oregon Street and Bowen Street Sanitary Sewer Interceptor Completed design, bidding, and construction on various interdepartmental construction projects 2023 GOALS 2022 ACCOMPLISHMENTS STRATEGIC PLAN GOALS Contact Information James Rabe jrabe@ci.oshkosh.wi.us Engineering Completed design, bidding, and construction of Algoma Blvd, East Lincoln Avenue, and Rosalia Street reconstructs Completed design and bidding of East 9th Avenue reconstruct and Bowen Street Sanitary Interceptor Improve and Maintain our infrastructure Support Economic Development Improve our Quality of Life Assets MISSION STATEMENT To provide cost-effective and quality service for our customers. 0100-0420 General Complete design of Phase 6 of the Oregon Street Sanitary Sewer Interceptor Complete design, bidding, and construction of Arthur Avenue, Tyler Avenue, Coolidge Avenue, and Bauman Street reconstructs Complete design, bidding, and construction of Bradley Street Asphalt Page 116 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Engineering Div. Mngr./City Engineer 0.50 0.50 0.50 Civil Engineer Supervisor 0.30 0.30 0.30 Constr. Management Supervisor 0.30 0.30 0.30 Principal Civil Engineer 2.00 1.00 2.00 Civil Engineer 1.00 2.00 1.00 Civil Engineering Tech I 4.00 2.33 2.33 Civil Engineering Tech II 3.33 5.00 5.00 Office Assistant 0.70 0.70 0.70 TOTAL PERSONNEL 12.13 12.13 12.13 ENGINEERING (0100-0420) PERSONNEL POSITIONS Page 117 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000420 - ENGINEERING Revenue 4520 - OTHER GENERAL FEES (1,376) (574) (1,000) (5,000) 400.00% 4555 - ENG FEES CHG TO CONSTR FUNDS (1,781,425) (1,977,949) (1,900,000) (2,050,000) 7.89% Revenue Total (1,782,800) (1,978,523) (1,901,000) (2,055,000) 8.10% Expense 6102 - REGULAR PAY 818,611 846,044 822,400 817,000 -0.66% 6103 - REGULAR PAY - TEMP EMPLOYEE 14,154 20,630 30,000 30,000 0.00% 6104 - OVERTIME PAY 59,865 45,904 87,000 87,000 0.00% 6302 - FICA - EMPLOYERS SHARE 66,047 67,161 70,000 68,900 -1.57% 6304 - WISCONSIN RETIREMENT FUND 57,608 56,522 61,400 61,500 0.16% 6306 - HEALTH INSURANCE 156,769 176,493 158,800 185,000 16.50% 6307 - HEALTH INSURANCE ADMIN FEE 12,900 12,900 12,900 - -100.00% 6308 - DENTAL 10,302 10,125 11,600 10,400 -10.34% 6310 - LIFE INSURANCE 1,900 1,726 2,200 1,800 -18.18% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 19,003 10,233 32,010 35,000 9.34% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 206 235 2,400 2,400 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS - - 300 300 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 2,669 792 4,500 6,000 33.33% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 3,815 3,928 7,000 8,000 14.29% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 800 382 400 800 100.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 1,247 569 1,800 1,600 -11.11% 6433 - INTERFUND CHARGE BACKS - 3,059 - 14,000 6441 - RENTAL EXPENSE 3,017 421 5,000 - -100.00% 6443 - LEASE EXPENSE - 4,558 - 4,500 6452 - LICENSE & PERMITS - - 800 - -100.00% 6454 - TELEPHONE / INTERNET SERVC 6,837 8,098 7,100 7,100 0.00% 6519 - NON-INVENTORY FUEL - - - 2,500 6520 - OFFICE SUPPLIES 4,078 3,056 4,200 4,200 0.00% 6529 - NON-INV - SUPPLIES 5,860 8,293 9,400 9,400 0.00% 6550 - MINOR EQUIPMENT 1,140 336 1,500 1,500 0.00% 7204 - MACHINERY & EQUIPMENT - - - 35,000 Expense Total 1,246,830 1,281,466 1,332,710 1,393,900 4.59% 01000420 - ENGINEERING Total (535,970) (697,056) (568,290) (661,100) 16.33% Grand Total (535,970) (697,056) (568,290) (661,100) 16.33% 01000420 - ENGINEERING 3/28/2023 10:21 AM Page 118 of 363 1 2 . . . . 1 2 3 Name Email Complete the full implementation of EAM software and subsequent internal chargeback system Evaluated and implemented more efficient leaf collection and snow plowing processes Completed the initial stage of implementing EAM software Contact Information Continue to provide efficient snow and ice removal Continue to assist DPW Divisions and other City Departments as needed Todd Burns tburns@ci.oshkosh.wi.us Streets MISSION STATEMENT To plan and implement maintenance and repairs of streets and sewers to ensure they remain in a safe and serviceable condition. 0100-0430 General STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and Maintain Infrastructure - Streets Improve and Maintain Infrastructure - Sanitary and Storm Sewers Provided assistance to numerous city departments including: RDA, Sign/Electric, Engineering, Parks, Transit, Museum, Water, Wastewater Paved over one mile of the Ames Point and North Menominee Park Trail Page 119 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees PW Field Operations Manager 1.00 1.00 1.00 PW Street Division Supervisor 0.50 0.50 0.50 Office Assistant - 80 hour 0.50 0.50 0.50 Lead Equipment Operator 1.00 1.00 0.00 Lead Construction Worker 5.00 5.00 0.00 Equipment Operator 18.00 11.00 0.00 Street Maintenance Worker 1.00 1.00 0.00 TOTAL PERSONNEL 27.00 20.00 2.00 STREETS (0100-0430) PERSONNEL POSITIONS Page 120 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000430 - STREETS Revenue 4525 - STREET SPEC EVENT REVENUE (9,189) (10,580) (10,000) (9,700) -3.00% 4557 - STREET SERVICES (31) (1,934) - - 4812 - SERVICE CHARGE-STREET (279,681) (167,350) (250,000) - -100.00% 4814 - SERVICE CHARGE-UTILITIES - - - - 4972 - MISCELLANEOUS REVENUE - (10,271) - - 4983 - SPEC EVENT EQUIP DISCOUNT 924 - - - Revenue Total (287,977) (190,136) (260,000) (9,700) -96.27% Expense 6102 - REGULAR PAY 1,351,919 1,317,361 1,515,000 160,300 -89.42% 6103 - REGULAR PAY - TEMP EMPLOYEE - 3,280 13,000 13,000 0.00% 6104 - OVERTIME PAY 15,439 34,777 30,000 - -100.00% 6302 - FICA - EMPLOYERS SHARE 100,275 99,145 115,200 12,800 -88.89% 6304 - WISCONSIN RETIREMENT FUND 92,271 87,643 104,300 10,900 -89.55% 6306 - HEALTH INSURANCE 312,668 347,578 324,300 45,700 -85.91% 6307 - HEALTH INSURANCE ADMIN FEE 25,100 25,100 25,100 - -100.00% 6308 - DENTAL 21,426 20,161 24,100 2,300 -90.46% 6310 - LIFE INSURANCE 2,137 1,724 2,500 400 -84.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 12,408 3,466 14,000 - -100.00% 6416 - PREVENTATIVE MNTC CONTRACTS - - 500 500 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 40,017 14,490 45,500 22,000 -51.65% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 1,681 - 1,800 6421 - EMPLOYEE TRAINING/DEVELOPMENT 2,200 737 2,000 2,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 230 459 200 200 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 3,527 3,835 4,000 4,000 0.00% 6433 - INTERFUND CHARGE BACKS - - - 2,037,800 6441 - RENTAL EXPENSE 178 73 700 700 0.00% 6452 - LICENSE & PERMITS 74 339 400 700 75.00% 6454 - TELEPHONE / INTERNET SERVC 2,054 9,996 5,000 12,000 140.00% 6519 - NON-INVENTORY FUEL 67 - - - 6520 - OFFICE SUPPLIES 1,190 1,361 400 1,400 250.00% 6529 - NON-INV - SUPPLIES 328,739 290,337 472,000 375,000 -20.55% 6550 - MINOR EQUIPMENT 4,373 3,198 3,000 5,500 83.33% Expense Total 2,316,291 2,266,740 2,701,200 2,709,000 0.29% 01000430 - STREETS Total 2,028,314 2,076,605 2,441,200 2,699,300 10.57% Grand Total 2,028,314 2,076,605 2,441,200 2,699,300 10.57% 01000430 - STREETS 3/28/2023 10:22 AM Page 121 of 363 1 2 . . . . . 1 2 3 4 Name EmailContact Information 2022 ACCOMPLISHMENTS Continued performing maintenance and repair for Oshkosh Police Dept. vehicles Continued performing maintenance and repair for Oshkosh Fire Dept. vehicles Continued performing maintenance and repair for Public Works, Parks and Transit Wrote specifications for major equipment approved for purchase in 2022 Trained mechanics in Pierce fire apparatus and Emergency Vehicle Technician training 2023 GOALS Purchase the remaining vehicles/equipment approved for purchase in 2022 Purchase vehicles/equipment approved for purchase in 2023 Continue to develop personnel; ASE and EVT training, Qualify Mechanics for the Master Mechanic Position Continue to improve preventive maintenance/minimize unscheduled downtime Continue to Implement Tyler EAM Travis Hildebrandt thildebrandt@ci.oshkosh.wi.us STRATEGIC PLAN GOALS Improve and Maintain Our Infrastructure/City buildings Improve and Maintain Our Infrastructure/City equipment Central Garage 0100-0450 General MISSION STATEMENT To provide support services to meet the operational requirements of the Department of Public Works and other City Departments. Page 122 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Public Works Mechanic Manager 1.00 1.00 1.00 Equipment Mechanic 6.00 6.00 0.00 Welder 1.00 1.00 0.00 Fleet and Equipment Technician 1.00 1.00 0.00 TOTAL PERSONNEL 9.00 9.00 1.00 CENTRAL GARAGE (0100-0450) PERSONNEL POSITIONS Page 123 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000450 - CENTRAL GARAGE Revenue 4551 - FUEL REVENUE (59,120) (63,471) - - 4815 - SERVICE CHARGE-CENTRAL GARAGE (511,227) - - - Revenue Total (570,347) (63,471) - - Expense 6102 - REGULAR PAY 534,436 605,350 594,200 82,200 -86.17% 6104 - OVERTIME PAY 4,324 3,132 5,000 - -100.00% 6302 - FICA - EMPLOYERS SHARE 39,174 44,574 44,300 6,000 -86.46% 6304 - WISCONSIN RETIREMENT FUND 36,197 39,653 40,300 5,600 -86.10% 6306 - HEALTH INSURANCE 116,197 135,618 123,500 26,900 -78.22% 6307 - HEALTH INSURANCE ADMIN FEE 7,300 7,300 7,300 - -100.00% 6308 - DENTAL 8,318 7,022 8,800 3,200 -63.64% 6310 - LIFE INSURANCE 1,059 1,583 1,300 100 -92.31% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 18,634 3,148 21,110 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES 70 - 500 - -100.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 990 127 1,000 - -100.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS - 1,950 800 1,000 25.00% 6416 - PREVENTATIVE MNTC CONTRACTS 22,709 25,774 12,700 - -100.00% 6417 - 3RD PARTY CONTRACTED SERVICE 64,124 10,427 3,300 34,000 930.30% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 16,634 20,000 17,900 -10.50% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 3,475 5,720 4,500 4,500 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 514 612 900 900 0.00% 6433 - INTERFUND CHARGE BACKS - - - - 6441 - RENTAL EXPENSE 2,274 2,860 2,500 4,700 88.00% 6443 - LEASE EXPENSE - 199 - - 6452 - LICENSE & PERMITS 592 592 700 1,300 85.71% 6454 - TELEPHONE / INTERNET SERVC 2,260 2,260 2,400 2,400 0.00% 6455 - UTILITY EXPENSE 130,430 163,436 151,700 169,400 11.67% 6519 - NON-INVENTORY FUEL 676,469 22,996 29,666 1,000 -96.63% 6520 - OFFICE SUPPLIES 796 944 2,100 2,100 0.00% 6529 - NON-INV - SUPPLIES 81,682 32,847 46,700 50,000 7.07% 6539 - NON INV - REPAIR PARTS 197,441 13,365 17,419 11,000 -36.85% 6550 - MINOR EQUIPMENT 7,700 9,943 5,000 7,500 50.00% Expense Total 1,957,162 1,158,064 1,147,695 431,700 -62.39% 01000450 - CENTRAL GARAGE Total 1,386,815 1,094,593 1,147,695 431,700 -62.39% Grand Total 1,386,815 1,094,593 1,147,695 431,700 -62.39% 01000450 - CENTRAL GARAGE 3/28/2023 10:22 AM Page 124 of 363 1 2 3 . . 1 2 3 4 5 6 Name EmailContact Information Roe Park play equipment replacement Rusch Park trail expansion Ray Maurer rmaurer@ci.oshkosh.wi.us Quarry Park shelter and parking lot removal Pickart Park development Parks 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. 0100-0610 General Enhance our quality of life services and assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Promote and develop public/private partnerships Strengthen our neighborhoods Began construction of Parks Adminstration and Operations Facility Began construction of Lakeshore Park Four Season Building Tennis court reconstruction at Teichmiller and Westhaven Circle Parks Replaced lighting at Westhaven Circle Park Page 125 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Director of Parks 1.00 1.00 1.00 Assistant Director of Parks 1.00 1.00 1.00 Parks Revenue & Facilities Manager 0.64 0.64 0.64 Parks Trades Technician 7.00 7.00 7.00 Lead Parks Maintenance Worker 1.00 1.00 1.00 Zoo Specialist 1.00 2.35 3.00 Equipment Mechanic Parks 1.00 1.00 1.00 Administrative Assistant 1.00 1.00 1.00 Marketing/Fund Devel Coord 0.23 0.23 0.23 Seasonal Help (F.T.E.) 2.93 2.93 2.93 TOTAL PERSONNEL 16.80 18.15 18.80 PARKS (0100-0610) PERSONNEL POSITIONS Page 126 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000610 - PARKS Revenue 4263 - GRANTS - STATE (2,870) - (2,500) (2,500) 0.00% 4527 - PARKS SPEC EVENT REVENUE (255) - (400) (200) -50.00% 4572 - PARK FACILITY RENTALS (35,729) (33,830) (30,000) (35,000) 16.67% 4952 - GIFTS & DONATIONS (39,600) - (20,000) (2,000) -90.00% 4972 - MISCELLANEOUS REVENUE (3,514) (7,032) (3,000) (12,000) 300.00% 4983 - SPEC EVENT EQUIP DISCOUNT 67 - 300 - -100.00% 5299 - TSF FROM OTHER FUNDS - - - (30,000) Revenue Total (81,900) (40,863) (55,600) (81,700) 46.94% Expense 6102 - REGULAR PAY 1,022,509 1,086,680 1,061,700 1,028,600 -3.12% 6103 - REGULAR PAY - TEMP EMPLOYEE 50,108 59,980 74,200 74,200 0.00% 6104 - OVERTIME PAY 15,398 12,360 4,800 4,800 0.00% 6302 - FICA - EMPLOYERS SHARE 80,990 85,856 85,300 81,800 -4.10% 6304 - WISCONSIN RETIREMENT FUND 69,992 71,604 72,000 70,400 -2.22% 6306 - HEALTH INSURANCE 182,207 223,602 192,800 216,200 12.14% 6307 - HEALTH INSURANCE ADMIN FEE 12,100 12,100 12,100 - -100.00% 6308 - DENTAL 9,862 9,562 10,300 9,700 -5.83% 6310 - LIFE INSURANCE 2,712 3,114 3,200 3,400 6.25% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 17,469 556 50,000 - -100.00% 6411 - ADVERTISING/POSTAGE/PRINTING 276 515 800 800 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 7,563 8,718 11,300 10,000 -11.50% 6413 - CONTRACTUAL EMPLOYMENT - - - - 6415 - SUBSCRIPTION/LICENSING CNTRCTS 119 219 - 200 6416 - PREVENTATIVE MNTC CONTRACTS 13,219 5,532 20,000 10,000 -50.00% 6417 - 3RD PARTY CONTRACTED SERVICE 21,354 68,242 18,000 90,000 400.00% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 905 - 600 6421 - EMPLOYEE TRAINING/DEVELOPMENT 3,912 6,972 7,000 7,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 808 1,031 1,300 1,300 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 2,536 1,915 3,500 3,500 0.00% 6433 - INTERFUND CHARGE BACKS - 4,199 - 2,000 6441 - RENTAL EXPENSE 3,688 4,000 4,600 3,000 -34.78% 6443 - LEASE EXPENSE - 1,780 - 2,400 6452 - LICENSE & PERMITS 265 752 2,700 1,000 -62.96% 6454 - TELEPHONE / INTERNET SERVC 1,775 2,587 2,100 2,100 0.00% 6455 - UTILITY EXPENSE 253,135 247,710 264,400 284,700 7.68% 6465 - BANK FEES - 11,384 - 5,000 6519 - NON-INVENTORY FUEL 7,010 9,225 9,500 9,800 3.16% 6520 - OFFICE SUPPLIES 873 1,231 1,300 5,300 307.69% 6529 - NON-INV - SUPPLIES 148,816 130,383 201,290 160,000 -20.51% 6539 - NON INV - REPAIR PARTS 2,249 47,735 3,000 28,000 833.33% 6550 - MINOR EQUIPMENT 479 10,016 4,000 9,500 137.50% Expense Total 1,931,424 2,130,467 2,121,190 2,125,300 0.19% 01000610 - PARKS Total 1,849,524 2,089,604 2,065,590 2,043,600 -1.06% Grand Total 1,849,524 2,089,604 2,065,590 2,043,600 -1.06% 01000610 - PARKS 3/28/2023 10:23 AM Page 127 of 363 1 2 3 . . . . 1 2 3 Name Email Improve our quality of life assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Promote and develop public/private partnerships Strengthen our neighborhoods Continued EAB mitigation and tree removals Forestry 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. 0100-0620 General Updated 2022 tree data in GIS Continue EAB mitigation, treatments and tree removals Pruned 1/5 of City street trees per the pruning schedule Hired new Landscape Operations Manager/City Forester Contact Information Collaborate on a public/private fund raising campaign for tree replacements Prune 1/5 of City street trees per the pruning schedule Travis Derks tderks@ci.oshkosh.wi.us Page 128 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Grounds Specialist 1.00 1.00 1.00 Arborist 2.75 2.75 3.00 Horticulturist 1.00 1.00 1.00 Seasonal Help 0.28 0.28 0.28 TOTAL PERSONNEL 5.03 5.03 5.28 FORESTRY (0100-620) PERSONNEL POSITIONS Page 129 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000620 - FORESTRY Revenue 4236 - STATE AID-OTHER - - - - 4263 - GRANTS - STATE - - - - 4952 - GIFTS & DONATIONS (6,000) (6,000) - (6,000) Revenue Total (6,000) (6,000) - (6,000) Expense 6102 - REGULAR PAY 229,714 221,879 266,000 276,200 3.83% 6103 - REGULAR PAY - TEMP EMPLOYEE 347 5,567 7,600 7,600 0.00% 6104 - OVERTIME PAY 1,976 2,886 1,000 1,000 0.00% 6302 - FICA - EMPLOYERS SHARE 16,968 17,016 20,600 20,700 0.49% 6304 - WISCONSIN RETIREMENT FUND 15,189 14,673 17,900 18,800 5.03% 6306 - HEALTH INSURANCE 34,037 51,723 45,900 53,500 16.56% 6307 - HEALTH INSURANCE ADMIN FEE 3,200 3,200 3,200 - -100.00% 6308 - DENTAL 3,265 2,870 4,400 4,300 -2.27% 6310 - LIFE INSURANCE 307 342 400 400 0.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - 400 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES - 61 - - 6411 - ADVERTISING/POSTAGE/PRINTING 6 100 100 200 100.00% 6417 - 3RD PARTY CONTRACTED SERVICE 9,229 2,357 8,600 8,600 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 1,659 2,485 2,300 2,700 17.39% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 995 845 1,500 2,000 33.33% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 226 484 500 700 40.00% 6452 - LICENSE & PERMITS 170 - 400 400 0.00% 6519 - NON-INVENTORY FUEL 484 643 400 1,000 150.00% 6520 - OFFICE SUPPLIES 65 98 100 200 100.00% 6529 - NON-INV - SUPPLIES 37,912 48,992 55,900 60,000 7.33% 6539 - NON INV - REPAIR PARTS - 1,788 - 2,500 6550 - MINOR EQUIPMENT - 1,736 2,000 2,000 0.00% Expense Total 355,748 379,743 439,200 462,800 5.37% 01000620 - FORESTRY Total 349,748 373,743 439,200 456,800 4.01% Grand Total 349,748 373,743 439,200 456,800 4.01% 01000620 - FORESTRY 3/28/2023 10:23 AM Page 130 of 363 1 2 3 4 5 Review appraisals for other departments for acquisitions and value estimates . . . . . 1 2 3 Validate and review residential and commercial sales 4 Continue planning for 2024 revaluation Name Email Held Open Book and Board of Review Assessor MISSION STATEMENT The Assessor office complies with the State of Wisconsin Statute which 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. 0100-0800 General STRATEGIC PLAN GOALS Work with Economic Development on appraisals for various projects, pro formas, and TIF proposals Contact Information Review residential and commercial building permits Kelly Nieforth knieforth@ci.oshkosh.wi.us Provide the public with information on our actions and decisions 2022 ACCOMPLISHMENTS 2023 GOALS 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 Completed residential and commercial neighborhood maintenance Reviewed and valued residential and commercial building permits Perform residential and commercial neighborhood maintenance reviews Completed residential and commercial sales review and validation Submitted all reports to the Department of Revenue in a timely manner Page 131 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees City Assessor 1.00 1.00 1.00 Property Appraiser 3.00 3.00 3.00 Office Assistant 1.00 1.00 1.00 PT Assessment Tech 0.80 0.80 0.80 TOTAL PERSONNEL 5.80 5.80 5.80 ASSESSOR (0100-0080) PERSONNEL POSITIONS Page 132 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000080 - CITY ASSESSOR Revenue 4518 - ASSESSOR FEES (191,858) (167,061) (140,000) (140,000) 0.00% 5299 - TSF FROM OTHER FUNDS - - - (200,000) Revenue Total (191,858) (167,061) (140,000) (340,000) 142.86% Expense 6102 - REGULAR PAY 339,111 305,774 342,700 343,400 0.20% 6302 - FICA - EMPLOYERS SHARE 25,058 22,422 25,600 25,100 -1.95% 6304 - WISCONSIN RETIREMENT FUND 22,860 19,609 23,100 23,300 0.87% 6306 - HEALTH INSURANCE 57,205 66,346 60,200 70,100 16.45% 6307 - HEALTH INSURANCE ADMIN FEE 4,000 4,000 4,000 - -100.00% 6308 - DENTAL 4,140 4,071 4,100 4,100 0.00% 6310 - LIFE INSURANCE 1,436 1,244 1,600 1,200 -25.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 51,900 56,900 51,900 51,900 0.00% 6404 - PS - MISC CONSULTING / STUDIES 70 50 600 600 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 19,662 23,176 24,000 24,000 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS - - 5,000 5,000 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE - - - 200,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 2,601 2,231 4,600 4,600 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 921 1,026 2,000 2,000 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 3,069 2,709 4,500 4,500 0.00% 6452 - LICENSE & PERMITS 330 - 400 400 0.00% 6454 - TELEPHONE / INTERNET SERVC 472 406 800 800 0.00% 6520 - OFFICE SUPPLIES 1,748 1,139 2,000 2,000 0.00% 6529 - NON-INV - SUPPLIES 2,677 2,126 4,000 4,000 0.00% 6550 - MINOR EQUIPMENT - - - - Expense Total 537,259 513,228 561,100 767,000 36.70% 01000080 - CITY ASSESSOR Total 345,400 346,167 421,100 427,000 1.40% Grand Total 345,400 346,167 421,100 427,000 1.40% 01000080 - CITY ASSESSOR 3/28/2023 10:10 AM Page 133 of 363 1 Continue to support business retention and expansion, attraction, and entrepreneurship 2 Continue to develop infrastructure needed to support business and residential development 3 4 . . . . 1 2 3 Name Email Engage 100 businesses and developers in the City Revamped and continued marketing campaign with Greater Oshkosh Economic Development Corporation and the airport to market the Aviation Business Park Began quality of life campaign with Greater Oshkosh Economic Development Corporation and the Convention and Visitor's Bureau Contact Information Continue to work on the construction of Riverwalk Apply for grants (WEDC, EPA, etc.) that will facilitate growth in the central city Kelly Nieforth knieforth@ci.oshkosh.wi.us Economic Development MISSION STATEMENT 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 River corridor by eliminating blighting conditions and addressing environmentally contaminated property. 0100-0730 General Work with community partners to attract and develop our workforce STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Support redevelopment opportunities throughout the city Engaged 193 businesses and developers in the City Closed the EPA Community-wide Assessment Grant Page 134 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Director of Community Development 1.00 1.00 1.00 Economic Development Service Mgr 1.00 1.00 1.00 Economic Development Analyst 1.00 1.00 1.00 Grants Coordinator 1.00 1.00 1.00 Administrative Assistant 1.00 1.00 1.00 TOTAL PERSONNEL 5.00 5.00 5.00 ECONOMIC DEVELOPMENT (0100-0730) PERSONNEL POSITIONS Page 135 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000730 - ECONOMIC DEVELOPMENT Revenue 4811 - SERVICE CHARGE-COMMUNITY DEVEL (384,587) - (400,000) (334,400) -16.40% Revenue Total (384,587) - (400,000) (334,400) -16.40% Expense 6102 - REGULAR PAY 351,581 335,709 398,000 374,800 -5.83% 6103 - REGULAR PAY - TEMP EMPLOYEE - - - - 6104 - OVERTIME PAY 5,206 40 6,900 6,900 0.00% 6302 - FICA - EMPLOYERS SHARE 26,582 24,402 30,500 26,700 -12.46% 6304 - WISCONSIN RETIREMENT FUND 22,000 21,675 27,300 24,600 -9.89% 6306 - HEALTH INSURANCE 33,086 58,204 32,600 45,000 38.04% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 2,400 - -100.00% 6308 - DENTAL 2,032 3,278 3,000 3,000 0.00% 6310 - LIFE INSURANCE 694 363 200 300 50.00% 6312 - INCOME CONTINUATION INSURANCE - - - - 6401 - PS - ENGINEER/SURVEY/APPRAISAL 11,377 5,825 13,700 18,700 36.50% 6404 - PS - MISC CONSULTING / STUDIES 105,000 105,000 105,000 105,000 0.00% 6411 - ADVERTISING/POSTAGE/PRINTING 1,000 1,000 1,000 1,000 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 1,507 - 6,300 1,500 -76.19% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 3,113 6,469 8,000 8,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,595 922 2,500 2,000 -20.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 539 232 2,000 1,000 -50.00% 6441 - RENTAL EXPENSE - 111 1,500 - -100.00% 6443 - LEASE EXPENSE - 1,259 - 1,500 6452 - LICENSE & PERMITS - - - - 6454 - TELEPHONE / INTERNET SERVC 942 941 1,200 1,000 -16.67% 6520 - OFFICE SUPPLIES 1,417 1,925 3,500 3,500 0.00% 6529 - NON-INV - SUPPLIES 325 400 400 400 0.00% 6550 - MINOR EQUIPMENT - - - - Expense Total 570,396 570,156 646,000 624,900 -3.27% 01000730 - ECONOMIC DEVELOPMENT Total 185,808 570,156 246,000 290,500 18.09% Grand Total 185,808 570,156 246,000 290,500 18.09% 01000730 - ECONOMIC DEVELOPMENT 3/28/2023 10:24 AM Page 136 of 363 1 2 3 . . . 1 2 3 Name Email Support strong, safe neighborhoods STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Administration of Strategic Plan congruent planning documents: Comprehensive Plan, Sustainability Plan, Bicycle & Pedestrian Plan Help create neighborhood associations throughout the City that will help create a neighborhood sense of place and belonging Implementation of the Sawdust District Master Plan Planning Division MISSION STATEMENT 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. 0100-0740 General Recognized 3 New Neighborhood Associations in 2022 Adopt Winnebago Air Zone update Adopted 8th Neighborhood Plan Contact Information Adopt 9th Neighborhood Plan Adopt Sawdust District Redevelopment Plan Mark Lyons mlyons@ci.oshkosh.wius Page 137 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Planning Services Manager 1.00 1.00 1.00 Principal Planner 0.00 1.00 1.00 Planner 1.00 1.00 1.00 Associate Planner/Zoning Admin 1.00 1.00 1.00 Associate Planner 2.00 1.00 1.00 Assistant Planner 1.00 1.00 1.00 Office Assistant 1.00 1.00 1.00 Housing Specialist 1.00 1.00 0.00 Associate Planner / GIS Specialist 1.00 1.00 1.00 TOTAL PERSONNEL 9.00 9.00 8.00 PLANNING (0100-0740) PERSONNEL POSITIONS Page 138 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000740 - PLANNING Revenue 4334 - ZONING ORDINANCE (122,727) (115,350) (110,000) (110,000) 0.00% 4335 - ZONING CODE ENFORCEMENT (3,506) (3,700) (7,500) (4,000) -46.67% 4811 - SERVICE CHARGE-COMMUNITY DEVEL (186,579) (601,157) (372,400) (300,000) -19.44% 5299 - TSF FROM OTHER FUNDS - - - (50,000) Revenue Total (312,813) (720,207) (489,900) (464,000) -5.29% Expense 6102 - REGULAR PAY 554,035 578,152 582,300 529,400 -9.08% 6104 - OVERTIME PAY - 26 6,500 2,000 -69.23% 6302 - FICA - EMPLOYERS SHARE 41,234 43,349 44,400 40,200 -9.46% 6304 - WISCONSIN RETIREMENT FUND 37,292 37,565 39,900 36,400 -8.77% 6306 - HEALTH INSURANCE 74,481 50,971 81,200 55,000 -32.27% 6307 - HEALTH INSURANCE ADMIN FEE 4,900 4,900 4,900 - -100.00% 6308 - DENTAL 4,804 6,005 4,800 4,800 0.00% 6310 - LIFE INSURANCE 688 1,014 800 1,200 50.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 195 7,060 10,000 7,500 -25.00% 6403 - PS - LEGAL/ATTORNEY FEES 420 30 1,000 1,000 0.00% 6404 - PS - MISC CONSULTING / STUDIES - 4,821 - 50,000 6412 - CONTRACTUAL AGREEMENT PYMNTS - 471 - 12,500 6413 - CONTRACTUAL EMPLOYMENT - - - - 6415 - SUBSCRIPTION/LICENSING CNTRCTS 672 240 6,200 1,200 -80.65% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 539 7,401 8,100 8,100 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,619 1,567 4,000 4,000 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 787 715 1,600 1,600 0.00% 6441 - RENTAL EXPENSE - 134 1,800 1,800 0.00% 6452 - LICENSE & PERMITS 60 - - - 6454 - TELEPHONE / INTERNET SERVC 718 720 800 1,300 62.50% 6520 - OFFICE SUPPLIES 2,232 2,206 3,400 3,400 0.00% 6529 - NON-INV - SUPPLIES 709 108 500 500 0.00% 6550 - MINOR EQUIPMENT 675 - - - Expense Total 726,060 747,454 802,200 761,900 -5.02% 01000740 - PLANNING Total 413,247 27,247 312,300 297,900 -4.61% Grand Total 413,247 27,247 312,300 297,900 -4.61% 01000740 - PLANNING 3/28/2023 10:25 AM Page 139 of 363 1 2 3 . . . . 1 2 3 Name Email Contact Information Installation Solar Street Lights in Pickart Estates Subdivision East 9th Street Extension jcollins@ci.oshkosh.wi.us Electrical Division MISSION STATEMENT To install and maintain City-owned electric and telecommunications facilities in the public right-of-way and in City-owned facilities. 0100-0801 General Strengthen Neighborhoods STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and Maintain Infrastructure Improve Quality of Life Temporary Relocation of Parks Department Activated additional intersections to improve traffic flow and safety Parks Department Relocation - Fiber and Communications Riverwalk lighting extended, 6th and Sout Main Intersection updated Algoma Street Reconsruction 10/11/2022 Page 181 Page 140 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Electrical Traffic Division Manager 1.00 1.00 1.00 Electrician 4.00 4.00 4.00 TOTAL PERSONNEL 5.00 5.00 5.00 PERSONNEL POSITIONS 10/11/2022 Page 182 Page 141 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000801 - ELECTRICAL Revenue 4520 - OTHER GENERAL FEES (69,439) (44,846) (43,500) (43,500) 0.00% Revenue Total (69,439) (44,846) (43,500) (43,500) 0.00% Expense 6102 - REGULAR PAY 363,610 377,365 370,300 374,300 1.08% 6104 - OVERTIME PAY 3,079 2,665 2,300 2,300 0.00% 6302 - FICA - EMPLOYERS SHARE 26,983 27,861 27,700 27,600 -0.36% 6304 - WISCONSIN RETIREMENT FUND 24,744 24,771 25,100 25,600 1.99% 6306 - HEALTH INSURANCE 77,345 93,007 79,000 92,000 16.46% 6307 - HEALTH INSURANCE ADMIN FEE 4,000 4,000 4,000 - -100.00% 6308 - DENTAL 3,236 3,873 3,100 3,100 0.00% 6310 - LIFE INSURANCE 1,309 1,596 1,700 1,700 0.00% 6404 - PS - MISC CONSULTING / STUDIES - - 300 15,300 5000.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 74 129 100 100 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 1,075 220 2,100 2,100 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 5,924 5,764 7,000 7,000 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 1,368 210 1,000 1,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 612 800 800 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 597 1,482 1,000 1,000 0.00% 6441 - RENTAL EXPENSE 39 - 400 400 0.00% 6452 - LICENSE & PERMITS 348 261 1,800 1,800 0.00% 6454 - TELEPHONE / INTERNET SERVC 953 1,077 600 600 0.00% 6455 - UTILITY EXPENSE 49,981 51,503 44,400 48,300 8.78% 6513 - OIL /LUBRICANTS - - 300 300 0.00% 6519 - NON-INVENTORY FUEL 11 - 100 100 0.00% 6520 - OFFICE SUPPLIES 54 361 500 500 0.00% 6521 - EAM INV EXP - SUPPLIES 1522 17,456 - 13,600 35,000 157.35% 6529 - NON-INV - SUPPLIES 9,013 16,857 10,300 10,000 -2.91% 6540 - TRAFFIC/PAINT/SIGN MATERIAL 13,896 5,235 20,000 - -100.00% 6550 - MINOR EQUIPMENT - 4,303 1,800 1,700 -5.56% Expense Total 605,095 623,151 619,300 652,600 5.38% 01000801 - ELECTRICAL Total 535,656 578,304 575,800 609,100 5.78% Grand Total 535,656 578,304 575,800 609,100 5.78% 01000801 - ELECTRICAL 3/28/2023 10:26 AM Page 142 of 363 1 2 3 . . . 1 2 Name Assist with layout of S. Main Street road diet Updated and Replaced Sharrow Markings as needed Contact Information Install Bike Lanes on Recommended Routes jcollins@ci.oshkosh.wi.us Sign Division MISSION STATEMENT marking and street signage. 0100-0810 General Improve quality of life assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and maintain infrastructure Strengthen neighborhoods Refreshed City's Striping Replaced signs to maintain reflectivity 10/11/2022 Page 185 Page 143 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Traffic Painter 2.00 2.00 2.00 Part-Time Seasonal 0.54 0.54 0.54 TOTAL PERSONNEL 2.54 2.54 2.54 PERSONNEL POSITIONS 10/11/2022 Page 186 Page 144 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000810 - SIGN Revenue 4529 - SIGNS SPEC EVENT REVENUE (955) (627) - (1,100) 4972 - MISCELLANEOUS REVENUE - - - - 4983 - SPEC EVENT EQUIP DISCOUNT 297 - - - Revenue Total (658) (627) - (1,100) Expense 6102 - REGULAR PAY 82,664 87,017 86,800 89,100 2.65% 6103 - REGULAR PAY - TEMP EMPLOYEE 9,110 9,854 12,500 12,500 0.00% 6104 - OVERTIME PAY 39 237 400 400 0.00% 6302 - FICA - EMPLOYERS SHARE 6,703 7,026 7,300 7,500 2.74% 6304 - WISCONSIN RETIREMENT FUND 5,582 5,688 5,900 6,100 3.39% 6306 - HEALTH INSURANCE 18,415 22,100 18,800 21,900 16.49% 6307 - HEALTH INSURANCE ADMIN FEE 800 800 800 - -100.00% 6308 - DENTAL 1,356 1,358 1,400 1,400 0.00% 6310 - LIFE INSURANCE 46 47 100 100 0.00% 6312 - INCOME CONTINUATION INSURANCE - - - - 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - 3,600 3,600 0.00% 6411 - ADVERTISING/POSTAGE/PRINTING - - 100 100 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 2,027 1,275 2,300 2,600 13.04% 6416 - PREVENTATIVE MNTC CONTRACTS - 220 200 200 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 2,424 806 4,300 4,300 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT - - 500 500 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 498 776 900 900 0.00% 6441 - RENTAL EXPENSE - - 100 100 0.00% 6452 - LICENSE & PERMITS 170 - 100 100 0.00% 6455 - UTILITY EXPENSE 3,424 5,206 4,300 4,500 4.65% 6513 - OIL /LUBRICANTS 27 - 100 100 0.00% 6519 - NON-INVENTORY FUEL - 13 100 100 0.00% 6520 - OFFICE SUPPLIES 7 44 200 200 0.00% 6521 - EAM INV EXP - SUPPLIES 1522 3,571 4,273 3,100 3,100 0.00% 6529 - NON-INV - SUPPLIES 1,248 23,576 3,500 30,000 757.14% 6540 - TRAFFIC/PAINT/SIGN MATERIAL 52,648 24,603 60,000 35,000 -41.67% 6550 - MINOR EQUIPMENT 1,947 - 600 600 0.00% 7204 - MACHINERY & EQUIPMENT 2,745 7,926 9,800 3,000 -69.39% Expense Total 195,452 202,844 227,800 228,000 0.09% 01000810 - SIGN Total 194,794 202,216 227,800 226,900 -0.40% Grand Total 194,794 202,216 227,800 226,900 -0.40% 01000810 - SIGN 3/28/2023 10:27 AM Page 145 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000911 - PATRIOTIC CELEBRATION Expense 6412 - CONTRACTUAL AGREEMENT PYMNTS 32,800 15,750 - 15,800 6529 - NON-INV - SUPPLIES 6,418 7,597 8,300 8,300 0.00% Expense Total 39,218 23,347 8,300 24,100 01000911 - PATRIOTIC CELEBRATION Total 39,218 23,347 8,300 24,100 190.36% Grand Total 39,218 23,347 8,300 24,100 190.36% 01000911 - PATRIOTIC CELEBRATION 3/28/2023 10:29 AM Page 146 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 01000914 - UNCLASSIFIED Expense 6102 - REGULAR PAY 663,634 413,367 500,000 1,274,000 154.80% 6249 - MISCELLANEOUS PAY - - - 668,800 6302 - FICA - EMPLOYERS SHARE 35,337 19,574 28,000 - -100.00% 6306 - HEALTH INSURANCE 2,489 2,539 700 - -100.00% 6310 - LIFE INSURANCE - - - - 6320 - OTHER BENEFITS 5,000 209 - - 6321 - UNEMPLOYEMENT BENEFITS 7,956 - 20,000 20,000 0.00% 6322 - EMPLOYEE BENEFIT FEES 11,725 - 10,000 15,000 50.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 8,000 - - - 6403 - PS - LEGAL/ATTORNEY FEES 31,269 48,852 57,000 57,000 0.00% 6404 - PS - MISC CONSULTING / STUDIES 18,515 17,675 61,091 25,000 -59.08% 6441 - RENTAL EXPENSE - - 2,500 - -100.00% 6461 - CONTINGENCY - - 525,000 291,000 -44.57% 6465 - BANK FEES 33,956 6,865 10,000 - -100.00% 7208 - LAND & LAND IMPVMTS - - - - 7470 - TSF TO OTHER 515,400 675,000 525,000 2,780,000 429.52% Expense Total 1,333,282 1,184,082 1,739,291 5,130,800 194.99% 01000914 - UNCLASSIFIED Total 1,333,282 1,184,082 1,739,291 5,130,800 194.99% Grand Total 1,333,282 1,184,082 1,739,291 5,130,800 194.99% 01000914 - UNCLASSIFIED 3/28/2023 10:30 AM Page 147 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 20 - SPECIAL REVENUE FUNDS 02010760 - SENIOR SERVICES REVOLVING (32,285) (55,328) (43,500) (48,400) 11.26% 02020740 - CDBG REVOLVING LOAN FUND (235,737) (368,219) (300,000) (250,000) -16.67% 02091030 - BID DISTRICT (179,708) (198,340) (192,600) (180,600) -6.23% 02110480 - RECYCLING (1,121,736) (1,255,778) (1,109,400) (1,152,800) 3.91% 02120470 - SANITATION (1,520,117) (1,524,853) (1,510,600) (1,626,000) 7.64% 02150211 - POLICE SPECIAL REV FUND (211,848) (329,047) (97,369) (98,500) 1.16% 02230460 - STREET LIGHTING (1,075,000) (1,025,000) (1,025,000) (1,025,000) 0.00% 02240010 - SPECIAL EVENTS - COUNCIL - - - - 02271070 - MUSEUM MEMBERSHIP (371,754) (101,235) (69,200) (79,000) 14.16% 02310760 - SENIOR SERVICES DIVISION (565,788) (585,121) (598,300) (602,500) 0.70% 02350230 - FIRE SPECIAL REVENUE (80,905) (150,290) (54,717) (140,800) 157.32% 02391060 - LIBRARY (3,689,584) (3,639,568) (3,821,500) (3,897,200) 1.98% 02411070 - MUSEUM (1,471,895) (1,214,473) (1,198,300) (1,142,500) -4.66% 02421070 - MUSEUM COLLECTIONS (5,311) (11,810) (11,300) (13,500) 19.47% 02470650 - CEMETERY (460,282) (502,378) (440,800) (458,400) 3.99% 02490740 - COMM DEV SPECIAL FUND (366,348) (120,753) (1,575,000) (142,000) -90.98% 02550610 - PARKS REVENUE (318,280) (764,247) (663,300) (729,100) 9.92% 02560610 - LEACH AMPHITHEATER (97,351) (99,755) (82,500) (99,100) 20.12% 02570410 - PUBLIC WORKS SPECIAL FUND (115,811) (328,006) (210,000) (460,000) 119.05% 02590610 - POLLOCK AQUATIC CTR (384,615) (831,381) (820,400) (811,900) -1.04% 02710710 - RENTAL INSPECTIONS (25,000) (16,830) (16,500) (12,800) -22.42% 03020740 - HLTHY NEIGHBORHOOD INITIATIVE (69,643) (88,203) (60,000) (60,000) 0.00% 03030740 - COMM DEV BLOCK GRANT (903,964) (747,736) (2,346,691) (812,300) -65.39% 03040740 - LOCAL EC DEV - GO EDC LOAN PRO (235,838) (124,364) - (200,000) 20 - SPECIAL REVENUE FUNDS Total (13,538,800) (14,082,714) (16,246,977) (14,042,400) -13.57% Revenue Total (13,538,800) (14,082,714) (16,246,977) (14,042,400) -13.57% Expense 20 - SPECIAL REVENUE FUNDS 02010760 - SENIOR SERVICES REVOLVING 22,245 26,529 43,500 48,400 11.26% 02020740 - CDBG REVOLVING LOAN FUND 111,780 281,330 300,000 248,400 -17.20% 02091030 - BID DISTRICT 190,646 194,002 177,600 140,600 -20.83% 02110480 - RECYCLING 808,074 869,296 1,073,700 1,040,300 -3.11% 02120470 - SANITATION 1,483,954 1,605,181 1,599,034 1,718,200 7.45% 02150211 - POLICE SPECIAL REV FUND 139,471 66,973 26,434 98,500 272.62% 02230460 - STREET LIGHTING 1,013,896 1,055,027 1,085,627 1,140,800 5.08% 02271070 - MUSEUM MEMBERSHIP 281,831 40,276 140,200 49,500 -64.69% 02310760 - SENIOR SERVICES DIVISION 580,620 616,596 610,961 621,700 1.76% 02350230 - FIRE SPECIAL REVENUE 59,156 95,392 99,925 154,200 54.32% 02391060 - LIBRARY 3,847,314 4,057,462 3,822,199 3,885,200 1.65% 02411070 - MUSEUM 1,248,983 1,172,716 1,309,900 1,215,700 -7.19% 02421070 - MUSEUM COLLECTIONS 7,146 3,760 18,800 13,500 -28.19% 02470650 - CEMETERY 373,143 381,369 445,400 437,500 -1.77% 02490740 - COMM DEV SPECIAL FUND 332,269 178,089 1,743,209 139,800 -91.98% 02550610 - PARKS REVENUE 425,988 479,304 602,573 668,900 11.01% 02560610 - LEACH AMPHITHEATER 73,874 90,554 103,100 99,100 -3.88% 02570410 - PUBLIC WORKS SPECIAL FUND 180,140 262,181 299,400 418,300 39.71% 02590610 - POLLOCK AQUATIC CTR 343,476 732,534 913,800 811,300 -11.22% 02710710 - RENTAL INSPECTIONS 23,134 10,627 18,600 12,800 -31.18% 2023 Special Revenue Funds - Revenues & Expenditures 3/28/2023 3:02 PM Page 193Page 148 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 2023 Special Revenue Funds - Revenues & Expenditures 03010740 - FED HUD HOME PROGRAM FUND - - 218,100 218,100 0.00% 03020740 - HLTHY NEIGHBORHOOD INITIATIVE 417,067 519,807 891,475 1,195,800 34.14% 03030740 - COMM DEV BLOCK GRANT 675,977 319,829 2,907,943 812,300 -72.07% 03040740 - LOCAL EC DEV - GO EDC LOAN PRO 593,222 250,000 450,000 450,000 0.00% 03070760 - SENIOR CENTER - 6,750 7,000 - -100.00% 20 - SPECIAL REVENUE FUNDS Total 13,233,407 13,315,584 18,908,481 15,638,900 -17.29% Expense Total 13,233,407 13,315,584 18,908,481 15,638,900 -17.29% Grand Total (305,392) (767,130) 2,661,504 1,596,500 -40.02% 3/28/2023 3:02 PM Page 193Page 149 of 363 1 2 3 . . . . 1 2 3 Name Email Implement the Seniors Center and the Fire Department Falls Prevention program Increased social indoor and outdoor programs to help seniors reduce isolation Increased Social and Education programming Expand partnerships and collaborations for program enhancement Jean Wollerman jwollerman@ci.oshkosh.wi.usContact Information Increase environmental/nature based programming Senior Center Revolving MISSION STATEMENT To enrich the quality of life for adults fifty and over. 0201-0760 Special Revenue Strengthen our Neighborhoods STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Enhance the Quality of Life Services and Assets Provide a Safe, Secure, and Healthy Community Offered new partnerships with UWO Learning in Retirement and Oshkosh Recreation Department Completed the Connect Through Tech program Page 150 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted BUDGET % Change from 2022 Budget to 2023 Budget 02010760 - SENIOR SERVICES REVOLVING Revenue 4265 - GRANTS - PRIVATE (3,230) - (5,500) (3,000) -45.45% 4792 - MISC SERVICE REVENUES (25,592) (35,095) (30,000) (37,400) 24.67% 4950 - SPONSORSHIP - (200) (1,000) (1,000) 0.00% 4952 - GIFTS & DONATIONS (3,463) (20,033) (7,000) (7,000) 0.00% Revenue Total (32,285) (55,328) (43,500) (48,400) 11.26% Expense 6411 - ADVERTISING/POSTAGE/PRINTING 912 1,794 2,100 3,300 57.14% 6413 - CONTRACTUAL EMPLOYMENT 2,070 2,225 3,500 6,000 71.43% 6417 - 3RD PARTY CONTRACTED SERVICE 845 1,979 4,200 4,800 14.29% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 615 456 800 800 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 89 100 100 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 221 300 300 0.00% 6441 - RENTAL EXPENSE - - 100 100 0.00% 6452 - LICENSE & PERMITS 843 666 700 800 14.29% 6454 - TELEPHONE / INTERNET SERVC 1,322 1,416 1,400 1,500 7.14% 6520 - OFFICE SUPPLIES 24 120 200 200 0.00% 6529 - NON-INV - SUPPLIES 8,714 11,200 20,400 20,300 -0.49% 6550 - MINOR EQUIPMENT 1,158 2,269 3,700 4,200 13.51% 7204 - MACHINERY & EQUIPMENT 5,742 4,095 6,000 6,000 0.00% Expense Total 22,245 26,529 43,500 48,400 11.26% 02010760 - SENIOR SERVICES REVOLVING Total (10,040) (28,799) - - Grand Total (10,040) (28,799) - - 02010760 - SENIOR SERVICES REVOLVING 3/28/2023 10:30 AM Page 151 of 363 STRATEGIC PLAN GOALS 1 . . 1 2 Name Email Contact Information Assist 3-4 income qualified homebuyers with down payment assistance Community Development Block Grant Revolving Loan Fund MISSION STATEMENT The Community Development Block Grant Revolving Loan Fund (RLF) provides deferred payment loans to assist low and moderate income homebuyers with housing improvement costs and down payment assistance to qualified homebuyers. 0202-0740 Special Revenue 2022 ACCOMPLISHMENTS 2023 GOALS Increase owner investment and maintenance of property On track to assist 10-15 low to moderate income homeowners with housing improvements On track to assist 3-4 income qualified homebuyers with down payment assistance Assist 10-15 low to moderate income homeowners with housing improvements Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 152 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Housing Specialist 0.00 1.00 1.00 PT Secretary 0.00 0.63 0.63 TOTAL PERSONNEL 0.00 1.63 1.63 CDBG REVOLVING LOAN FUND (0202-0740) PERSONNEL POSITIONS Page 153 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02020740 - CDBG REVOLVING LOAN FUND Revenue 4520 - OTHER GENERAL FEES (450) - - - 4943 - SALE OF LAND - - - - 4956 - DEFERRED LOAN REIMB (235,287) (368,219) (300,000) (250,000) -16.67% Revenue Total (235,737) (368,219) (300,000) (250,000) -16.67% Expense 6102 - REGULAR PAY - - - 89,400 6302 - FICA - EMPLOYERS SHARE - - - 6,900 6304 - WISCONSIN RETIREMENT FUND - - - 6,100 6308 - DENTAL - - - 1,400 6310 - LIFE INSURANCE - - - 300 6412 - CONTRACTUAL AGREEMENT PYMNTS 69,773 189,860 299,000 143,300 -52.07% 6431 - ADMIN / ENGINEERING FEE 42,007 91,470 1,000 1,000 0.00% Expense Total 111,780 281,330 300,000 248,400 -17.20% 02020740 - CDBG REVOLVING LOAN FUND Total (123,957) (86,889) - (1,600) Grand Total (123,957) (86,889) - (1,600) 02020740 - CDBG REVOLVING LOAN FUND 3/28/2023 10:30 AM Page 154 of 363 1 2 . . 1 2 Name Email Contact Information Continue to support business development in the BID Kelly Nieforth knieforth@ci.oshkosh.wi.us Business Improvement District MISSION STATEMENT The Downtown Oshkosh Business Improvement District (BID) is an essential entity of the Central Business District of Oshkosh. Created in 1987, the BID has maintained its original purpose of retaining available free parking in the downtown and proactively supporting revitalization efforts. Property owners within the BID assess themselves to pay for activities to enhance and improve the downtown and to bring customers to the area. 0209-1030 General STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Support redevelopment efforts through the City Supported BID businesses with events, promotion, and business resources Worked with city staff to implement Roger Brooks' recommendations Work with the City and community partners on implementing Roger Brooks' recommendations Page 155 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02091030 - BID DISTRICT Revenue 4173 - SPECIAL CHARGES - BID DISTRICT (140,610) (140,610) (140,600) (140,600) 0.00% 4950 - SPONSORSHIP (39,098) (36,003) (52,000) (40,000) -23.08% 4972 - MISCELLANEOUS REVENUE - (21,726) - - Revenue Total (179,708) (198,340) (192,600) (180,600) -6.23% Expense 6404 - PS - MISC CONSULTING / STUDIES 172,884 7,541 177,600 - -100.00% 6411 - ADVERTISING/POSTAGE/PRINTING 2,762 4,931 - 15,000 6412 - CONTRACTUAL AGREEMENT PYMNTS 15,000 169,209 - 125,600 6417 - 3RD PARTY CONTRACTED SERVICE - 12,322 - - 6441 - RENTAL EXPENSE - - - - 6520 - OFFICE SUPPLIES - - - - Expense Total 190,646 194,002 177,600 140,600 -20.83% 02091030 - BID DISTRICT Total 10,939 (4,338) (15,000) (40,000) 166.67% Grand Total 10,939 (4,338) (15,000) (40,000) 166.67% 02091030 - BID DISTRICT 3/28/2023 10:32 AM Page 156 of 363 1 2 . . . . 1 2 3 Name EmailContact Information Provide a high level of service for residential and multi-family properties by maintaining accurate recycling cart records Readjust recycling routes as a result of community expansion and the Town of Algoma annexations Robert Salm rsalm@ci.oshkosh.wi.us Recycling Provide the citizens of Oshkosh with a clean and sustainable community through the effictive management of a public recycling program. 0211-0480 Special Revenue MISSION STATEMENT STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Strengthen our Neighborhoods Improve our Quality of Life Assets Used social media outlets to promote and update recycling media releases and events Promoted and educated the recycling program to residents, community groups, landlords and schools Continue to partner with Winnebago County in the education and promotion of public recycling programs Implemented EAM and Executime systems Voted one of the top divisions for quality of services in the City survey Page 157 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Public Works Sanitation Mgr. 0.50 0.50 0.50 Lead Sanitation Operator 1.00 1.00 1.00 Sanitation Operator 2.50 2.50 2.50 Office Assistant 0.50 0.50 0.50 TOTAL PERSONNEL 4.50 4.50 4.50 RECYCLING (0211-0480) PERSONNEL POSITIONS Page 158 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02110480 - RECYCLING Revenue 4227 - STATE AID-RECYCLING (238,003) (236,961) (237,000) (237,000) 0.00% 4552 - RECYCLE FEE (738,553) (748,365) (740,800) (740,800) 0.00% 4554 - DROP OFF FEES (114,450) (116,370) (111,000) (111,000) 0.00% 4556 - RECYCLING REVENUE (20,564) (21,784) (17,000) (17,000) 0.00% 4559 - SANITATION RECYCLING FEE (10,165) (10,560) (7,000) (7,000) 0.00% 4966 - OTHER REIMBURSEMENTS - (121,399) (40,000) (40,000) 0.00% 4972 - MISCELLANEOUS REVENUE - (340) - - Revenue Total (1,121,736) (1,255,778) (1,152,800) (1,152,800) 0.00% Expense 6102 - REGULAR PAY 234,196 258,571 262,500 262,500 0.00% 6103 - REGULAR PAY - TEMP EMPLOYEE 23,306 26,260 23,400 23,400 0.00% 6104 - OVERTIME PAY 8,770 6,996 7,700 7,700 0.00% 6302 - FICA - EMPLOYERS SHARE 19,468 21,345 21,600 21,600 0.00% 6304 - WISCONSIN RETIREMENT FUND 16,265 16,425 18,400 18,400 0.00% 6306 - HEALTH INSURANCE 52,417 61,950 64,900 64,900 0.00% 6307 - HEALTH INSURANCE ADMIN FEE 2,400 2,400 - - 6308 - DENTAL 3,279 3,158 3,200 3,200 0.00% 6310 - LIFE INSURANCE 781 803 900 900 0.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 1,656 1,217 1,283 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES 4,134 3,703 4,200 4,200 0.00% 6411 - ADVERTISING/POSTAGE/PRINTING 8,470 8,757 9,000 9,000 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 780 1,198 800 800 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 151 94 300 300 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 71,385 19,888 21,000 21,000 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 733 708 800 800 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 616 650 700 700 0.00% 6433 - INTERFUND CHARGE BACKS - 27,588 300,000 300,000 0.00% 6441 - RENTAL EXPENSE 261,485 274,562 - - 6450 - INSURANCE EXPENSE 4,300 4,000 4,900 4,900 0.00% 6451 - WORKERS COMPENSATION 4,500 7,100 7,400 7,400 0.00% 6452 - LICENSE & PERMITS - - 100 100 0.00% 6454 - TELEPHONE / INTERNET SERVC 24 1,218 2,100 2,100 0.00% 6469 - UNCOLLECTIBLE ACCOUNTS - - - - 6511 - EAM INV EXP - FUEL 1521 42,694 66,738 65,000 65,000 0.00% 6520 - OFFICE SUPPLIES 285 396 400 400 0.00% 6521 - EAM INV EXP - SUPPLIES 1522 38,004 42,821 700 700 0.00% 6529 - NON-INV - SUPPLIES 7,975 10,019 10,300 10,300 0.00% 6550 - MINOR EQUIPMENT - 733 - - 7210 - MOTOR VEHICLES - - 210,000 210,000 0.00% Expense Total 808,074 869,296 1,041,583 1,040,300 -0.12% 02110480 - RECYCLING Total (313,662) (386,482) (111,217) (112,500) 1.15% Grand Total (313,662) (386,482) (111,217) (112,500) 1.15% 02110480 - RECYCLING 3/28/2023 10:33 AM Page 159 of 363 1 2 . . . . 1 2 3 Name Email STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Strengthen our Neighborhoods Improve our Quality of Life Assets Completed inspections of businesses and multi-family properties for compliance to ordinances and recycling laws Educated property owners on the proper practices of recycling Sanitation MISSION STATEMENT 0212-0470 Special Revenue Provide the citizens of Oshkosh with a clean and sustainable community through the effictive management of a refuse collection program. Continue to perform DNR standard inspections for businesses and multi-family units Completed inspections of former landfill sites regarding condition/maintenance requirements Voted one of the top divisions for quality of services in the City survey Contact Information Readjust garbage routes as a result of community expansion and the Town of Algoma annexations Complete cross training all Sanitation Division operators on the four new McNeilus ZR (zero radius) trucks Robert Salm rsalm@ci.oshkosh.wi.us Page 160 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Public Works Sanitation Div. Mgr. 0.50 0.50 0.50 Sanitaiton Operator 6.50 6.50 6.50 Office Assistant 0.50 0.50 0.50 TOTAL PERSONNEL 7.50 7.50 7.50 SANITATION (0212-0470) PERSONNEL POSITIONS Page 161 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02120470 - SANITATION Revenue 4102 - GENERAL PROPERTY TAX-CITY (1,460,301) (1,460,400) (1,460,400) (1,560,000) 6.82% 4553 - REFUSE CART FEE (18,428) (15,890) (9,900) (11,500) 16.16% 4558 - SANITATION REVENUE (41,389) (48,563) (40,300) (39,500) -1.99% 5110 - EQUITY ADJUSTMENTS - - - (15,000) Revenue Total (1,520,117) (1,524,853) (1,510,600) (1,626,000) 7.64% Expense 6102 - REGULAR PAY 368,203 403,199 390,500 413,100 5.79% 6104 - OVERTIME PAY 14,086 9,105 14,100 14,100 0.00% 6302 - FICA - EMPLOYERS SHARE 28,027 30,048 30,100 31,200 3.65% 6304 - WISCONSIN RETIREMENT FUND 25,650 25,996 27,300 29,100 6.59% 6306 - HEALTH INSURANCE 82,505 106,109 81,700 95,200 16.52% 6307 - HEALTH INSURANCE ADMIN FEE 4,900 4,900 4,900 - -100.00% 6308 - DENTAL 5,039 5,873 4,900 5,000 2.04% 6310 - LIFE INSURANCE 1,378 1,541 1,600 1,700 6.25% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 102,605 121,830 160,634 157,000 -2.26% 6411 - ADVERTISING/POSTAGE/PRINTING 1,968 2,097 2,300 2,300 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 808 1,229 800 800 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 151 94 200 200 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 690,600 655,350 697,500 725,200 3.97% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 89 - 200 6421 - EMPLOYEE TRAINING/DEVELOPMENT 733 708 200 800 300.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 643 878 800 900 12.50% 6433 - INTERFUND CHARGE BACKS - 32,207 - 50,000 6443 - LEASE EXPENSE 178 217 200 200 0.00% 6450 - INSURANCE EXPENSE 6,900 6,600 7,600 7,600 0.00% 6451 - WORKERS COMPENSATION 12,000 18,900 17,600 19,700 11.93% 6452 - LICENSE & PERMITS 1,141 1,373 1,200 1,300 8.33% 6454 - TELEPHONE / INTERNET SERVC 199 1,505 2,600 2,600 0.00% 6455 - UTILITY EXPENSE 6,290 7,070 6,800 6,600 -2.94% 6469 - UNCOLLECTIBLE ACCOUNTS 36 - - - 6511 - EAM INV EXP - FUEL 1521 22,565 86,006 72,500 130,000 79.31% 6512 - COMPRESSED NATURAL GAS CNG 50,921 29,645 10,100 12,200 20.79% 6520 - OFFICE SUPPLIES 300 397 400 400 0.00% 6521 - EAM INV EXP - SUPPLIES 1522 39,975 41,935 49,200 800 -98.37% 6529 - NON-INV - SUPPLIES 15,753 9,546 10,000 10,000 0.00% 6550 - MINOR EQUIPMENT 400 733 3,300 - -100.00% Expense Total 1,483,954 1,605,181 1,599,034 1,718,200 7.45% 02120470 - SANITATION Total (36,164) 80,327 88,434 92,200 4.26% Grand Total (36,164) 80,327 88,434 92,200 4.26% 02120470 - SANITATION 3/28/2023 10:33 AM Page 162 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02150211 - POLICE SPECIAL REV FUND - UNKNOWN - - (80,000) (80,000) 0.00% Revenue 4952 - GIFTS & DONATIONS - - (80,000) (80,000) 0.00% 5299 - TSF FROM OTHER FUNDS - - - - Revenue Total - - (80,000) (80,000) 0.00% 02105 - CRIME PREVENTION (22,583) (5,714) 12,771 38,000 197.54% Revenue 4952 - GIFTS & DONATIONS (91,922) (33,824) - - 4972 - MISCELLANEOUS REVENUE - - - - Revenue Total (91,922) (33,824) - - Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - 15,000 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES - - - - 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 267 - 1,000 1,000 0.00% 6529 - NON-INV - SUPPLIES 5,844 507 20,000 22,000 10.00% 6550 - MINOR EQUIPMENT 729 454 39,271 15,000 -61.80% 7204 - MACHINERY & EQUIPMENT 62,500 27,149 (62,500) - -100.00% Expense Total 69,339 28,110 12,771 38,000 197.54% 02107 - OFFICER FRIENDLY/EXPLORERS - (210) - - Revenue 4952 - GIFTS & DONATIONS - (210) - - Revenue Total - (210) - - 02120 - BODY ARMOR 4,541 (5,013) (990) - -100.00% Revenue 4206 - FEDERAL AID-POLICE (7,249) (11,045) (8,400) (10,500) 25.00% Revenue Total (7,249) (11,045) (8,400) (10,500) 25.00% Expense 6550 - MINOR EQUIPMENT 11,790 6,032 7,410 10,500 41.70% Expense Total 11,790 6,032 7,410 10,500 41.70% 02125 - K-9 UNIT (11,209) (246,270) 7,000 10,000 42.86% Revenue 4952 - GIFTS & DONATIONS (11,534) (258,619) - - Revenue Total (11,534) (258,619) - - Expense 6404 - PS - MISC CONSULTING / STUDIES - - - - 6529 - NON-INV - SUPPLIES 325 1,094 7,000 10,000 42.86% 6550 - MINOR EQUIPMENT - 11,255 - - Expense Total 325 12,349 7,000 10,000 42.86% 02134 - HONOR GUARD - - - - Revenue 4952 - GIFTS & DONATIONS - - - - 02150211 - POLICE SPECIAL REV FUND 3/28/2023 10:34 AM Page 163 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02150211 - POLICE SPECIAL REV FUND Revenue Total - - - - 02150 - PD ASSET FORFEITURE - STATE - 949 - - Revenue 4206 - FEDERAL AID-POLICE - - (5,000) (5,000) 0.00% Revenue Total - - (5,000) (5,000) 0.00% Expense 6529 - NON-INV - SUPPLIES - 949 5,000 5,000 0.00% Expense Total - 949 5,000 5,000 0.00% 02151 - PD ASSET FORFEITURE - FED TREASURY - - - - Revenue 4206 - FEDERAL AID-POLICE - - (1,500) (1,500) 0.00% Revenue Total - - (1,500) (1,500) 0.00% Expense 6529 - NON-INV - SUPPLIES - - 1,500 1,500 0.00% Expense Total - - 1,500 1,500 0.00% 02152 - PD ASSET FORFEITURE - FED DOJ - - - - Revenue 4206 - FEDERAL AID-POLICE - - (1,500) (1,500) 0.00% Revenue Total - - (1,500) (1,500) 0.00% Expense 6529 - NON-INV - SUPPLIES - - 1,500 1,500 0.00% Expense Total - - 1,500 1,500 0.00% 02153 - LOCAL HEROS 50 2,487 4,000 5,000 25.00% Revenue 4952 - GIFTS & DONATIONS - - - - Revenue Total - - - - Expense 6529 - NON-INV - SUPPLIES 50 2,487 4,000 5,000 25.00% Expense Total 50 2,487 4,000 5,000 25.00% 02161 - 2020 COVID-19 EMERGENCY SUPPLMNT FU (22,458) (915) (915) - -100.00% Revenue 4262 - GRANTS - FEDERAL (26,222) (969) (969) - -100.00% Revenue Total (26,222) (969) (969) - -100.00% Expense 6550 - MINOR EQUIPMENT 3,763 54 54 - -100.00% 7202 - OFFICE EQUIPMENT - - - - 7204 - MACHINERY & EQUIPMENT - - - - Expense Total 3,763 54 54 - -100.00% 02165 - 2020 JAG 2020-DJ-BX-0951 - - (11,950) - -100.00% Revenue 4262 - GRANTS - FEDERAL (11,950) - - - 3/28/2023 10:34 AM Page 164 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02150211 - POLICE SPECIAL REV FUND Revenue Total (11,950) - - - Expense 6550 - MINOR EQUIPMENT 11,950 - (11,950) - -100.00% Expense Total 11,950 - (11,950) - -100.00% 02168 - STEP UP/COPS & SHOPS (477) (170) 2,500 3,000 20.00% Revenue 4952 - GIFTS & DONATIONS (3,400) (3,600) - - Revenue Total (3,400) (3,600) - - Expense 6529 - NON-INV - SUPPLIES 2,923 3,430 2,500 3,000 20.00% Expense Total 2,923 3,430 2,500 3,000 20.00% 02175 - PROJECT LIFESAVER 1,040 (106) 500 1,000 100.00% Revenue 4952 - GIFTS & DONATIONS (3,075) (375) - - Revenue Total (3,075) (375) - - Expense 6529 - NON-INV - SUPPLIES 4,115 269 500 1,000 100.00% Expense Total 4,115 269 500 1,000 100.00% 02180 - SANTA (1,548) (2,350) 2,000 2,000 0.00% Revenue 4952 - GIFTS & DONATIONS (2,105) (2,355) - - Revenue Total (2,105) (2,355) - - Expense 6529 - NON-INV - SUPPLIES 557 5 2,000 2,000 0.00% Expense Total 557 5 2,000 2,000 0.00% 02181 - CRISIS INTERVENTION (24,583) (4,761) 13,000 15,000 15.38% Revenue 4952 - GIFTS & DONATIONS (29,390) (18,051) - - Revenue Total (29,390) (18,051) - - Expense 6404 - PS - MISC CONSULTING / STUDIES 950 1,637 8,000 - -100.00% 6417 - 3RD PARTY CONTRACTED SERVICE - 1,073 - 10,000 6529 - NON-INV - SUPPLIES 3,858 10,580 5,000 5,000 0.00% Expense Total 4,807 13,290 13,000 15,000 15.38% 02198 - FIRE ARM & EQUIPMENT REPLACEMENT 4,850 - (18,850) 5,000 -126.53% Revenue 4952 - GIFTS & DONATIONS (25,000) - - - Revenue Total (25,000) - - - Expense 6529 - NON-INV - SUPPLIES - - - 5,000 6550 - MINOR EQUIPMENT 29,850 - (18,850) - -100.00% 3/28/2023 10:34 AM Page 165 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02150211 - POLICE SPECIAL REV FUND Expense Total 29,850 - (18,850) 5,000 -126.53% 02199 - AUXILIARY POLICE - - - 1,000 Revenue 4952 - GIFTS & DONATIONS - - - - Revenue Total - - - - Expense 6529 - NON-INV - SUPPLIES - - - 1,000 Expense Total - - - 1,000 02150211 - POLICE SPECIAL REV FUND Total (72,377) (262,074) (70,935) - -100.00% Grand Total (72,377) (262,074) (70,935) - -100.00% 3/28/2023 10:34 AM Page 166 of 363 1 2 3 . . 1 2 Name Email Strengthen neighborhoods STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and maintain infrastructure Improve quality of life assets Street Light Layout for Algoma Blvd. STREET LIGHTING 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. 0223-0460 Special Revenue Test of solar lights for RR crosshing on Oakwood Drive Solar Light installation on Pickart Estates Phase 2 Jim Collins jcollins@ci.oshkosh.wi.usContact Information Street light layout for Wisconsin Street and other road reconstructions Page 167 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02230460 - STREET LIGHTING Revenue 4102 - GENERAL PROPERTY TAX-CITY (1,075,000) (1,025,000) (1,025,000) (1,025,000) 0.00% Revenue Total (1,075,000) (1,025,000) (1,025,000) (1,025,000) 0.00% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL 1,400 - - 1,900 6455 - UTILITY EXPENSE 949,794 995,368 1,017,000 1,083,100 6.50% 6521 - EAM INV EXP - SUPPLIES 1522 62,152 3,202 67,627 - -100.00% 6529 - NON-INV - SUPPLIES 551 56,265 1,000 - -100.00% 6539 - NON INV - REPAIR PARTS - 192 - 55,800 Expense Total 1,013,896 1,055,027 1,085,627 1,140,800 5.08% 02230460 - STREET LIGHTING Total (61,104) 30,027 60,627 115,800 91.00% Grand Total (61,104) 30,027 60,627 115,800 91.00% 02230460 - STREET LIGHTING 3/28/2023 10:34 AM Page 168 of 363 1 2 . . . 1 2 Name Email Fund three LTE positions. Supported temporary exhibition, Helen Farnsworth Mears: Genius of Wisconsin. Contact Information Support Museum programming. Sarah Phillips sphillips@ci.oshkosh.wi.us Museum Membership 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. 0227-1070 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Enhance our Quality of Life services and assets. Recognize, preserve, and interpret the history of our community and region. Supported three LTE positions. Supported two traveling exhibitions: White Christmas and Manufacturing Victory. Page 169 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02271070 - MUSEUM MEMBERSHIP Revenue 4908 - INTEREST-OTHER INVESTMENTS (17) (1,022) - (12,000) 4947 - MERCHANDISE SALES (56,711) - - - 4949 - ADMISSIONS REVENUE (181,041) - - - 4951 - MEMBERSHIP DUES REVENUE (14,920) (16,140) (18,000) (20,000) 11.11% 4952 - GIFTS & DONATIONS (86,418) (44,615) (38,000) (40,000) 5.26% 4972 - MISCELLANEOUS REVENUE (15,000) (31,258) (5,000) (7,000) 40.00% 5299 - TSF FROM OTHER FUNDS (17,647) (8,200) (8,200) - -100.00% Revenue Total (371,754) (101,235) (69,200) (79,000) 14.16% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL 112,417 1,001 5,000 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES 84,998 7,859 30,000 - -100.00% 6411 - ADVERTISING/POSTAGE/PRINTING 835 1,863 1,500 10,000 566.67% 6412 - CONTRACTUAL AGREEMENT PYMNTS - 13,480 - 25,000 6415 - SUBSCRIPTION/LICENSING CNTRCTS 1,260 1,455 2,500 2,500 0.00% 6520 - OFFICE SUPPLIES - - - - 6524 - SPECIALTY SUPPLIES 36,260 - - - 6529 - NON-INV - SUPPLIES 19,051 14,618 15,200 8,000 -47.37% 6550 - MINOR EQUIPMENT 2,410 - 4,000 4,000 0.00% 7470 - TSF TO OTHER 24,600 - 82,000 - -100.00% Expense Total 281,831 40,276 140,200 49,500 -64.69% 02271070 - MUSEUM MEMBERSHIP Total (89,923) (60,959) 71,000 (29,500) -141.55% Grand Total (89,923) (60,959) 71,000 (29,500) -141.55% 02271070 - MUSEUM MEMBERSHIP 3/28/2023 10:36 AM Page 170 of 363 1 2 3 . . . . 1 2 Name Email STRATEGIC PLAN GOALS Enhance the Quality of Life Services and Assets Provide a Safe, Secure, and Healthy Community Strengthen our Neighborhoods Senior Services 0231-0760 Special Revenue MISSION STATEMENT To enrich the quality of life for adults fifty and over. Contact Information 2022 ACCOMPLISHMENTS Purchased treadmill for Fox Fitness Center to replace an older model Installed hearing loop in Oasis Rooms Reaccredited by the Wisconsin Association of Senior Centers Collaborated with the Oshkosh Fire Department in purchasing a balance machine and developed a program to assess individuals on balance 2023 GOALS Increase the number of part-time fitness instructors Remodel the front desk area at the North facility Jean Wollerman jwollerman@ci.oshkosh.wi.us Page 171 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Senior Services Manager 1.00 1.00 1.00 Program Supervisor 1.00 1.00 1.00 Secretary 1.00 1.00 1.00 Activities Coordinator 2.73 2.73 2.73 Marketing/Fund Devel Coord 0.52 0.52 0.52 Regular Pay - Temp Employee 1.01 1.01 1.01 TOTAL PERSONNEL 7.26 7.26 7.26 SENIOR SERVICES (0231-0760) PERSONNEL POSITIONS Page 172 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 02310760 - SENIOR SERVICES DIVISION 4102 - GENERAL PROPERTY TAX-CITY (327,400) (353,500) (353,500) (353,500) 0.00% 4246 - COUNTY AID-HEALTH (39,154) (40,694) (45,000) (45,000) 0.00% 4264 - GRANTS - COUNTY (48,078) (49,918) (46,100) (46,100) 0.00% 4265 - GRANTS - PRIVATE (33,000) - - - 4517 - COPYING CHARGES-PURCHASING (18) (58) (100) (100) 0.00% 4792 - MISC SERVICE REVENUES (33,451) (54,244) (68,000) (68,700) 1.03% 4920 - RENTAL REVENUE (6,259) (8,186) (6,600) (7,000) 6.06% 4952 - GIFTS & DONATIONS (78,303) (78,023) (78,500) (81,500) 3.82% 4972 - MISCELLANEOUS REVENUE (124) (498) (500) (600) 20.00% 02310760 - SENIOR SERVICES DIVISION Total (565,788) (585,121) (598,300) (602,500) 0.70% Revenue Total (565,788) (585,121) (598,300) (602,500) 0.70% Expense 02310760 - SENIOR SERVICES DIVISION 6102 - REGULAR PAY 334,633 340,235 338,900 338,400 -0.15% 6103 - REGULAR PAY - TEMP EMPLOYEE 15,010 20,298 19,900 26,500 33.17% 6104 - OVERTIME PAY - - - - 6302 - FICA - EMPLOYERS SHARE 25,797 26,429 26,700 27,700 3.75% 6304 - WISCONSIN RETIREMENT FUND 20,693 20,473 22,900 23,200 1.31% 6306 - HEALTH INSURANCE 54,807 73,514 56,300 65,600 16.52% 6307 - HEALTH INSURANCE ADMIN FEE 4,000 4,000 4,000 - -100.00% 6308 - DENTAL 3,578 3,990 4,500 4,300 -4.44% 6310 - LIFE INSURANCE 1,392 1,434 1,700 1,700 0.00% 6320 - OTHER BENEFITS - - 2,000 2,000 0.00% 6411 - ADVERTISING/POSTAGE/PRINTING 2,781 2,786 2,100 2,400 14.29% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 8,608 9,453 5,500 6,500 18.18% 6416 - PREVENTATIVE MNTC CONTRACTS 2,220 1,217 2,400 2,400 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 36,082 28,609 32,000 30,000 -6.25% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 290 1,760 3,700 3,900 5.41% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 456 338 1,000 1,000 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 146 200 - -100.00% 6443 - LEASE EXPENSE 2,247 2,483 2,500 2,500 0.00% 6450 - INSURANCE EXPENSE 6,600 8,500 10,000 11,500 15.00% 6451 - WORKERS COMPENSATION 8,900 14,100 13,200 14,800 12.12% 6454 - TELEPHONE / INTERNET SERVC 647 763 700 700 0.00% 6455 - UTILITY EXPENSE 44,105 51,394 47,900 50,800 6.05% 6469 - UNCOLLECTIBLE ACCOUNTS 10 - - - 6520 - OFFICE SUPPLIES 4,640 3,706 10,661 1,700 -84.05% 6522 - CONCESSIONS 55 197 700 400 -42.86% 6529 - NON-INV - SUPPLIES 195 96 800 700 -12.50% 6550 - MINOR EQUIPMENT 2,319 677 700 3,000 328.57% 7202 - OFFICE EQUIPMENT 555 - - - 7230 - COMPUTER SOFTWARE - - - - 02310760 - SENIOR SERVICES DIVISION Total 580,620 616,596 610,961 621,700 1.76% Expense Total 580,620 616,596 610,961 621,700 1.76% Grand Total 14,832 31,475 12,661 19,200 51.64% 02310760 - SENIOR SERVICES DIVISION 3/28/2023 10:37 AM Page 173 of 363 1 2 3 . . . . 1 2 3 Purchased and deployed rescue struts to improve capabilities for auto-extracation after a crash and improve firefighter safety. Contribute members to the Wisconsin Task Force-1 Urban Search and Rescue Team. Purchased and deployed a natural gas detector that employs laser technology and reduces risk to firefighters and community members. Several firefighters received advanced training to increase capabilities of the hazardous materials team. Contact Information Purchase tablets for the three (3) EMS Coordinators to improve efficiency of the quality assurance/quality improvement program. Purchase and install an extractor washing machine for Station 19 to launder contaminated personal protective equipment and remove cancer causing carcinogens. Michael Stanley mstanley@ci.oshkosh.wi.us Fire MISSION STATEMENT The City of Oshkosh Fire Department is a highly trained team that adds value to our community by providing a wide range of emergency services with skill and compassion. We advocate risk reduction through prevention and education, and we provide leadership in times of crisis. 0235-0230 Special Revenue Improve and maintain or infrastructure. STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Provide a safe, secure, and healthy community. Enhance the effectiveness of our city government. Purchased and installed an extractor washing machine to launder contaminated personal protective equipment at Station 17 to reduce exposure to cancer causing carcinogens. Page 174 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted Budget % Change from 2022 Budget to 2023 Budget 02350230 - FIRE SPECIAL REVENUE - UNKNOWN - - - - 20551 - SMOKE/CARBON MONOXIDE DETECTORS (1,429) - - - 20552 - HAZMAT - STATE (8,971) 2,569 23,233 (600) -102.58% Revenue 4236 - STATE AID-OTHER (45,075) (45,075) (33,000) (33,000) 0.00% 4263 - GRANTS - STATE - - (4,000) (4,000) 0.00% 4265 - GRANTS - PRIVATE - (14,370) - - 4540 - HAZARDOUS RESPONSE CHARGES (1,628) - - - Revenue Total (46,704) (59,445) (37,000) (37,000) 0.00% Expense 6404 - PS - MISC CONSULTING / STUDIES 9,872 298 7,000 - -100.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 2,162 2,923 3,000 3,000 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 3,523 183 - 200 6421 - EMPLOYEE TRAINING/DEVELOPMENT 4,149 3,909 1,500 1,000 -33.33% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 338 - - 500 6454 - TELEPHONE / INTERNET SERVC 965 744 1,000 1,000 0.00% 6514 - WELDING & MISC GASES 4,829 - - - 6520 - OFFICE SUPPLIES - - 700 700 0.00% 6529 - NON-INV - SUPPLIES 7,626 5,227 23,000 10,000 -56.52% 6550 - MINOR EQUIPMENT 4,269 21,155 24,033 20,000 -16.78% 7204 - MACHINERY & EQUIPMENT - 27,575 - - Expense Total 37,733 62,014 60,233 36,400 -39.57% 20557 - HAZMAT - COUNTY (1,425) 20,162 5,075 9,500 87.19% Revenue 4240 - COUNTY AID-OTHER AID (12,638) (1,122) (14,117) (6,600) -53.25% Revenue Total (12,638) (1,122) (14,117) (6,600) -53.25% Expense 6416 - PREVENTATIVE MNTC CONTRACTS - - - - 6417 - 3RD PARTY CONTRACTED SERVICE - - - 3,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 48 4,663 8,175 - -100.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - - - 3,100 6519 - NON-INVENTORY FUEL - 753 3,000 - -100.00% 6529 - NON-INV - SUPPLIES 8,305 7,965 500 10,000 1900.00% 6550 - MINOR EQUIPMENT 2,860 7,902 7,517 - -100.00% Expense Total 11,213 21,284 19,192 16,100 -16.11% 20559 - 2019 ASST TO FIREFIGHTERS GRANT - (40,591) - - Revenue 4262 - GRANTS - FEDERAL - (40,591) - (36,200) Revenue Total - (40,591) - (36,200) Expense 7204 - MACHINERY & EQUIPMENT - - - 36,200 Expense Total - - - 36,200 20561 - FEMA FP&S GRANT - - - - Revenue 4208 - FEDERAL AID-OTHER - - - (34,500) Revenue Total - - - (34,500) Expense 6404 - PS - MISC CONSULTING / STUDIES - - - 34,500 Expense Total - - - 34,500 20563 - FUNDING ASSISTANCE PROGRAM (FAP)- (23,420) 13,300 8,100 -39.10% Revenue 4236 - STATE AID-OTHER - (28,314) - (16,300) 02350230 - FIRE SPECIAL REVENUE 3/28/2023 10:37 AM Page 175 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted Budget % Change from 2022 Budget to 2023 Budget 02350230 - FIRE SPECIAL REVENUE Revenue Total - (28,314) - (16,300) Expense 6550 - MINOR EQUIPMENT - 4,894 13,300 24,400 83.46% Expense Total - 4,894 13,300 24,400 83.46% 20567 - HAZMAT - GREENLAKE (3,600) (11,130) (3,600) (3,600) 0.00% Revenue 4240 - COUNTY AID-OTHER AID (3,600) (11,130) (3,600) (3,600) 0.00% Revenue Total (3,600) (11,130) (3,600) (3,600) 0.00% 20568 - FIRE EQUIPMENT - (33) - - 20570 - UNITED WAY 2,670 550 7,200 - -100.00% Revenue 4265 - GRANTS - PRIVATE (3,750) (6,650) - (6,600) Revenue Total (3,750) (6,650) - (6,600) Expense 6421 - EMPLOYEE TRAINING/DEVELOPMENT 6,420 7,200 7,200 6,600 -8.33% Expense Total 6,420 7,200 7,200 6,600 -8.33% 20571 - OACF - OSH AREA COMM FOUNDATION 800 - - - 20572 - WPS 2,000 - - - 20575 - MISC GRANTS/DONATIONS (11,510) (3,005) - - 80901 - FIRE - ELLA MAE BECK BEQUEST (285) - - - 02350230 - FIRE SPECIAL REVENUE Total (21,749) (54,899) 45,208 13,400 -70.36% Grand Total (21,749) (54,899) 45,208 13,400 -70.36% 3/28/2023 10:37 AM Page 176 of 363 1 2 3 A catalyst for learning and growth. 4 . . . . 1 2 3 4 Name Email STRATEGIC PLAN GOALS A community driven library. A library card that matters. A provider of and connector to trusted information. Library 0239-1060 Special Revenue MISSION STATEMENT To help people find knowledge resources; provide free access to information; preserve local history; and create a vibrant community gathering place. Contact Information 2022 ACCOMPLISHMENTS Responding to community needs. Initiatives launched to improve patron service. Library use bounces back. Inspiring creativity. 2023 GOALS Conduct activities that foster community engagement, expand and strengthen community partnerships and help the library create service responses that meet patron and community needs. Increase library card use by building better connections with cardholders that help to determine the type of library experiences they value. Increase visits to the physical library and to our virtual spaces by improving customer service, exploring potential updates to the library's physical spaces and improving access via the library's digital platforms. Develop content and engage in activities that highlight the library as a trusted information resource and showcase collections and expertise in areas including local history and genealogy. Jeff Gilderson-Duwe gilderson-duwe@oshkoshpubliclibrary.org Page 177 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees LIBRARY DIRECTOR 1.00 1.00 1.00 LIBRARY ASSISTANT DIRECTOR 2.00 2.00 2.00 MANAGING LIBRARIAN 4.00 4.00 4.00 LIBRARIAN 7.00 7.00 7.00 OPERATIONS MANAGER 1.75 1.75 1.75 MARKETING COORDINATOR 1.00 1.00 1.00 LIBRARY MAINTENANCE ENGINEER 1.00 1.00 1.00 GRAPHIC ARTIST 1.00 1.00 1.00 LIBRARY ASSISTANT II 13.40 13.40 13.40 BUILDING MAINTENANCE CUSTODIAN 0.50 0.50 0.50 LIBRARY ASSISTANT I 1.20 1.20 1.20 PAGE 4.68 4.95 4.95 TOTAL PERSONNEL 38.53 38.80 38.80 LIBRARY (0239-1060) PERSONNEL POSITIONS Page 178 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02391060 - LIBRARY Revenue 4102 - GENERAL PROPERTY TAX-CITY (2,772,700) (2,792,700) (2,792,700) (2,792,700) 0.00% 4240 - COUNTY AID-OTHER AID (683,668) (611,895) (804,800) (864,000) 7.36% 4601 - LIBRARY FINES (124) 15 - - 4603 - LIBRARY COPIER REVENUES (8,596) (13,416) (6,000) (10,000) 66.67% 4613 - LIBRARY CONTRACTUAL REVENUE (213,746) (210,014) (210,000) (220,500) 5.00% 4616 - USED BOOK REVENUE (9,987) (9,601) (8,000) (9,000) 12.50% 4617 - LIBRARY MEETING ROOM REVENUE (75) (1,367) - (1,000) 4619 - LIBRARY MISC REVENUE (689) (341) - - 4908 - INTEREST-OTHER INVESTMENTS - - - - 4972 - MISCELLANEOUS REVENUE - (250) - - Revenue Total (3,689,584) (3,639,568) (3,821,500) (3,897,200) 1.98% Expense 6102 - REGULAR PAY 2,121,917 2,172,552 2,037,500 2,325,400 14.13% 6104 - OVERTIME PAY 29,531 33,938 26,000 30,000 15.38% 6302 - FICA - EMPLOYERS SHARE 160,166 163,367 166,600 160,200 -3.84% 6304 - WISCONSIN RETIREMENT FUND 132,660 133,646 134,200 149,700 11.55% 6306 - HEALTH INSURANCE 268,664 312,402 283,700 330,500 16.50% 6307 - HEALTH INSURANCE ADMIN FEE 21,000 21,000 21,000 - -100.00% 6308 - DENTAL 16,168 17,285 16,300 16,200 -0.61% 6310 - LIFE INSURANCE 5,213 5,858 5,000 6,200 24.00% 6321 - UNEMPLOYEMENT BENEFITS - - - - 6411 - ADVERTISING/POSTAGE/PRINTING 7,629 24,111 20,000 23,500 17.50% 6412 - CONTRACTUAL AGREEMENT PYMNTS 349,148 311,291 348,900 340,000 -2.55% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 5,665 16,812 9,500 1,900 -80.00% 6416 - PREVENTATIVE MNTC CONTRACTS 127,869 40,746 54,000 16,600 -69.26% 6417 - 3RD PARTY CONTRACTED SERVICE 470 145,229 153,500 50,000 -67.43% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 3,345 6,234 5,000 6,000 20.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 1,804 3,857 2,000 5,000 150.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 915 1,330 800 800 0.00% 6443 - LEASE EXPENSE 2,734 7,807 1,500 7,000 366.67% 6450 - INSURANCE EXPENSE 22,700 25,600 30,500 28,300 -7.21% 6451 - WORKERS COMPENSATION 6,000 9,400 8,800 9,900 12.50% 6454 - TELEPHONE / INTERNET SERVC 3,103 3,295 3,000 3,500 16.67% 6455 - UTILITY EXPENSE 106,236 114,846 77,200 83,000 7.51% 6520 - OFFICE SUPPLIES 34,840 29,521 23,100 21,100 -8.66% 6524 - SPECIALTY SUPPLIES 295,534 315,270 330,000 248,400 -24.73% 6529 - NON-INV - SUPPLIES 42,685 40,932 42,399 22,000 -48.11% 6550 - MINOR EQUIPMENT 1,651 31,671 13,200 - -100.00% 6705 - PRINCIPAL-NOTES 70,000 65,000 - - 6721 - INTEREST EXPENSE 9,669 4,462 8,500 - -100.00% Expense Total 3,847,314 4,057,462 3,822,199 3,885,200 1.65% 02391060 - LIBRARY Total 157,730 417,894 699 (12,000) -1817.60% Grand Total 157,730 417,894 699 (12,000) -1817.60% 02391060 - LIBRARY 3/28/2023 10:37 AM Page 179 of 363 1 2 . . . . 1 2 3 Name Email STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Enhance our Quality of Life Services and Assets. Recognize, Preserve, and Interpret the History of our Community. Arranged for an orderly transition for a new Director. Hired and acclimated new Marketing Coordinator and new Curator of Exhibitions. Museum MISSION STATEMENT 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. 0241-1070 Special Revenue Establish a structured Education program to provide resources and enhancement for K-12 curruiculum, and continute strengthening the relationship between the City and local school districts. Presented three temporary exhibitions: White Christmas, Helen Farnsworth Mears: Genius of Wisconsin and Manufacturing Victory. Developed and built new long term exhibition This is Winnebagoland. Contact Information De-installation of 300+ artifacts in an outgoing exhibit, ensuring proper storage and public access to these artifacts for the future. Renovate 2nd floor gallery space, converting it to a versitile temporary exhibit and flex space. Sarah Phillips sphillips@ci.oshkosh.wi.us Page 180 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Director of Museum 1.00 1.00 1.00 Assistant Director/Curator 1.00 1.00 1.00 Administrative Assistant 1.00 1.00 1.00 Exhibit Technician 1.00 1.00 1.00 Facilities Maintenance Tech 1.00 1.00 1.00 Graphic Artist 1.00 1.00 1.00 Curator 1.00 1.00 1.00 Museum Marketing Coordinator 1.00 1.00 1.00 Registrar 1.00 0.80 1.00 Archivist 1.00 1.00 1.00 Assistant Curator 1.00 1.00 1.00 Maintenance Worker (P.T.) 0.64 0.64 0.64 Research Asst. & Visitor Srvcs (P.T.) 0.62 0.62 0.62 Visitor Services Associate (P.T.) 0.29 0.29 0.29 TOTAL PERSONNEL 12.55 12.35 12.55 MUSEUM (0241-1070) PERSONNEL POSITIONS Page 181 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02411070 - MUSEUM Revenue 4102 - GENERAL PROPERTY TAX-CITY (970,000) (970,000) (970,000) (970,000) 0.00% 4520 - OTHER GENERAL FEES (930) (2,184) (1,000) (1,000) 0.00% 4947 - MERCHANDISE SALES (33,878) (16,167) (14,000) (14,000) 0.00% 4949 - ADMISSIONS REVENUE (97,415) (53,340) (40,000) (30,000) -25.00% 4952 - GIFTS & DONATIONS (110) - (100) - -100.00% 4954 - ENRICHMENT PROGRAMMING (1,215) (158) (1,000) - -100.00% 4972 - MISCELLANEOUS REVENUE (497) (624) (200) (500) 150.00% 5299 - TSF FROM OTHER FUNDS (367,850) (172,000) (172,000) (127,000) -26.16% Revenue Total (1,471,895) (1,214,473) (1,198,300) (1,142,500) -4.66% Expense 6102 - REGULAR PAY 753,301 668,474 750,300 718,700 -4.21% 6103 - REGULAR PAY - TEMP EMPLOYEE 10,536 9,097 28,300 28,300 0.00% 6104 - OVERTIME PAY 530 551 5,400 5,400 0.00% 6302 - FICA - EMPLOYERS SHARE 56,626 49,820 58,600 54,100 -7.68% 6304 - WISCONSIN RETIREMENT FUND 46,965 43,140 51,000 48,400 -5.10% 6306 - HEALTH INSURANCE 137,472 164,411 146,900 171,100 16.47% 6307 - HEALTH INSURANCE ADMIN FEE 8,900 8,900 8,900 - -100.00% 6308 - DENTAL 8,699 9,287 9,000 9,100 1.11% 6310 - LIFE INSURANCE 2,214 1,421 2,900 1,600 -44.83% 6321 - UNEMPLOYEMENT BENEFITS - - - - 6401 - PS - ENGINEER/SURVEY/APPRAISAL 10,497 9,061 15,000 11,000 -26.67% 6404 - PS - MISC CONSULTING / STUDIES 1,527 - 2,000 2,000 0.00% 6411 - ADVERTISING/POSTAGE/PRINTING 31,445 25,441 35,400 - -100.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 9,660 15,443 9,100 - -100.00% 6416 - PREVENTATIVE MNTC CONTRACTS 24,253 12,426 32,000 - -100.00% 6417 - 3RD PARTY CONTRACTED SERVICE 6,336 14,156 3,500 10,000 185.71% 6421 - EMPLOYEE TRAINING/DEVELOPMENT - 3,251 600 - -100.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 485 810 800 - -100.00% 6441 - RENTAL EXPENSE 2,006 684 2,000 1,000 -50.00% 6450 - INSURANCE EXPENSE 19,800 22,500 27,200 26,800 -1.47% 6451 - WORKERS COMPENSATION 3,000 4,700 4,400 4,900 11.36% 6452 - LICENSE & PERMITS 30 30 300 - -100.00% 6454 - TELEPHONE / INTERNET SERVC 3,337 3,730 10,300 4,000 -61.17% 6455 - UTILITY EXPENSE 47,619 52,791 42,400 45,000 6.13% 6519 - NON-INVENTORY FUEL 736 989 900 900 0.00% 6520 - OFFICE SUPPLIES 3,382 3,274 3,800 3,800 0.00% 6522 - CONCESSIONS - - 100 - -100.00% 6524 - SPECIALTY SUPPLIES 16,419 15,719 12,800 12,500 -2.34% 6529 - NON-INV - SUPPLIES 37,934 27,743 41,000 40,000 -2.44% 6549 - NON-INV MATERIALS 1,640 - 1,000 1,000 0.00% 6550 - MINOR EQUIPMENT 3,634 4,867 4,000 16,100 302.50% 7230 - COMPUTER SOFTWARE - - - - Expense Total 1,248,983 1,172,716 1,309,900 1,215,700 -7.19% 02411070 - MUSEUM Total (222,912) (41,758) 111,600 73,200 -34.41% Grand Total (222,912) (41,758) 111,600 73,200 -34.41% 02411070 - MUSEUM 3/28/2023 10:38 AM Page 182 of 363 1 2 . . 1 2 3 Name Email Support conservation of mural currently installed in the temporary gallery and conservation assessment for Sawyer Home tapestry. Contact Information Fund work related to reproducing the "Dutchman Blanket" reproduction for long-term exhibit "People of the Waters." Fund the acquisition of updated enviornmental data loggers and IPM supplies/equipment. Sarah Phillips sphillips@ci.oshkosh.wi.us Museum Collections MISSION STATEMENT 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. 0242-1070 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Enhance our Quality of Life services and assets. Recognize, preserve, and interpret the history of our community and region. Supported conservation of objects for new long-term exhibit, "This is Winnebagoland." Supported the purchase of upgraded environmental monitoring equipment. Page 183 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02421070 - MUSEUM COLLECTIONS Revenue 4908 - INTEREST-OTHER INVESTMENTS (5,311) (6,818) (10,300) (8,000) -22.33% 4952 - GIFTS & DONATIONS - - - - 4972 - MISCELLANEOUS REVENUE - (4,992) (1,000) (5,500) 450.00% Revenue Total (5,311) (11,810) (11,300) (13,500) 19.47% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - 10,000 4,700 -53.00% 6411 - ADVERTISING/POSTAGE/PRINTING - - 1,000 1,000 0.00% 6524 - SPECIALTY SUPPLIES - 274 300 300 0.00% 6529 - NON-INV - SUPPLIES 3,146 3,486 3,000 3,000 0.00% 7222 - FINE ART EXHIBITION 4,000 - 4,500 4,500 0.00% Expense Total 7,146 3,760 18,800 13,500 -28.19% 02421070 - MUSEUM COLLECTIONS Total 1,836 (8,051) 7,500 - -100.00% Grand Total 1,836 (8,051) 7,500 - -100.00% 02421070 - MUSEUM COLLECTIONS 3/28/2023 10:38 AM Page 184 of 363 1 2 . . . 1 2 3 Name Email Repave a portion of cemetery roads Implemented marketing plan for lot sales Contact Information Replace trees affected by EAB and storms Remove EAB affected trees Travis Derks tderks@ci.oshkosh.wi.us Riverside Cemetery 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. 0247-0650 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and maintain our infrastructure Improve our quality of life assets Continued historic cemetery tour program Collaborated with the Public Museum to offer cemetery tours Page 185 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Landscape Operations Mgr 1.00 1.00 1.00 Lead Worker 1.00 1.00 1.00 Grounds Specialist 1.00 1.00 1.00 PT Secretary 0.64 0.64 0.64 Seasonal Help 1.42 1.00 1.42 TOTAL PERSONNEL 5.06 4.64 5.06 RIVERSIDE CEMETERY (0247-0650) PERSONNEL POSITIONS Page 186 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02470650 - CEMETERY Revenue 4102 - GENERAL PROPERTY TAX-CITY (300,000) (321,000) (321,000) (318,900) -0.65% 4578 - SALE CEMETERY LOTS (82,097) (71,266) (70,000) (80,000) 14.29% 4952 - GIFTS & DONATIONS - (59,657) - - 4972 - MISCELLANEOUS REVENUE (385) (1,155) (500) (900) 80.00% 5299 - TSF FROM OTHER FUNDS (77,800) (49,300) (49,300) (58,600) 18.86% Revenue Total (460,282) (502,378) (440,800) (458,400) 3.99% Expense 6102 - REGULAR PAY 205,804 204,189 221,800 197,600 -10.91% 6103 - REGULAR PAY - TEMP EMPLOYEE 14,969 21,749 38,400 38,400 0.00% 6104 - OVERTIME PAY 4,317 2,814 1,500 1,500 0.00% 6302 - FICA - EMPLOYERS SHARE 16,603 17,009 19,300 17,400 -9.84% 6304 - WISCONSIN RETIREMENT FUND 14,002 11,104 15,100 13,700 -9.27% 6306 - HEALTH INSURANCE 40,373 35,128 42,100 49,000 16.39% 6307 - HEALTH INSURANCE ADMIN FEE 800 800 800 - -100.00% 6308 - DENTAL 3,156 2,594 3,800 3,800 0.00% 6310 - LIFE INSURANCE 822 349 900 300 -66.67% 6312 - INCOME CONTINUATION INSURANCE - - - - 6411 - ADVERTISING/POSTAGE/PRINTING - - 200 - -100.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS - 1,550 - 100 6413 - CONTRACTUAL EMPLOYMENT - - 2,000 2,000 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 1,949 848 2,200 2,200 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 1,283 615 1,900 2,000 5.26% 6417 - 3RD PARTY CONTRACTED SERVICE 5,542 489 7,000 7,000 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 458 1,022 1,300 1,500 15.38% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - - 200 600 200.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 100 200 600 200.00% 6433 - INTERFUND CHARGE BACKS - 2,375 - 2,000 6441 - RENTAL EXPENSE 550 182 500 700 40.00% 6443 - LEASE EXPENSE - 369 - 500 6450 - INSURANCE EXPENSE 6,200 6,200 7,300 6,800 -6.85% 6451 - WORKERS COMPENSATION 7,400 11,800 11,000 12,300 11.82% 6452 - LICENSE & PERMITS - 74 300 200 -33.33% 6454 - TELEPHONE / INTERNET SERVC 302 769 400 500 25.00% 6455 - UTILITY EXPENSE 29,158 33,583 35,700 37,000 3.64% 6519 - NON-INVENTORY FUEL 9,586 11,754 10,100 14,500 43.56% 6520 - OFFICE SUPPLIES 133 41 100 300 200.00% 6529 - NON-INV - SUPPLIES 7,867 12,694 15,600 17,000 8.97% 6539 - NON INV - REPAIR PARTS - 492 - 1,000 6549 - NON-INV MATERIALS 1,597 - 4,000 4,000 0.00% 6550 - MINOR EQUIPMENT 274 677 1,700 3,000 76.47% Expense Total 373,143 381,369 445,400 437,500 -1.77% 02470650 - CEMETERY Total (87,138) (121,009) 4,600 (20,900) -554.35% Grand Total (87,138) (121,009) 4,600 (20,900) -554.35% 02470650 - CEMETERY 3/28/2023 10:39 AM Page 187 of 363 1 2 . . . 1 2 Name Email Close out WEDC CDI grant totaling $167,640 in WEDC funding and $502,921 in match funds. Contact Information Obtain additional WEDC grants for development and redevelopment. Close out Environmental Protection Agency (EPA) Community-wide assessment grant. Kelly Nieforth knieforth@ci.oshkosh.wi.us Community Development Special Fund MISSION STATEMENT The Community Development Special Fund is used to receive and expend state and federal grants associated with development projects or redevelopment projects. 0249-0740 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Support redevelopment opportunities throughout the city. Continue to develop infrastructure needed to support business and residential development. Close out WEDC SAG grant totaling $119,881 in WEDC funding and $708,549 in match funds. Continue to administer WEDC CDI grant for Merge Parcel J. Page 188 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02490740 - COMM DEV SPECIAL FUND Revenue 4236 - STATE AID-OTHER - - - - 4262 - GRANTS - FEDERAL (116,348) (109,753) - - 4263 - GRANTS - STATE (250,000) (11,000) (1,575,000) (142,000) -90.98% 4267 - GRANTS - SUBRECEIPIENT GOVT - - - - 4952 - GIFTS & DONATIONS - - - - 4966 - OTHER REIMBURSEMENTS - - - - Revenue Total (366,348) (120,753) (1,575,000) (142,000) -90.98% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL 332,269 158,089 1,693,209 125,000 -92.62% 6412 - CONTRACTUAL AGREEMENT PYMNTS - 20,000 42,950 13,000 -69.73% 6431 - ADMIN / ENGINEERING FEE - - 7,050 1,800 -74.47% Expense Total 332,269 178,089 1,743,209 139,800 -91.98% 02490740 - COMM DEV SPECIAL FUND Total (34,079) 57,336 168,209 (2,200) -101.31% Grand Total (34,079) 57,336 168,209 (2,200) -101.31% 02490740 - COMM DEV SPECIAL FUND 3/28/2023 10:39 AM Page 189 of 363 1 2 3 . . . . 1 2 3 Name Email Improve our quality of life assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Promote and develop public/private partnerships Strengthen our neighborhoods Offered 8 Brews on the Bay events Parks Revenue Facilities 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. 0255-0610 Special Revenue Expanded zoo education session and events Complete construction of Bear/Fox Exhibit Secured sponsorships for events Began construction of Bear/Fox Exhibit Contact Information Improve boat launch ramps Develop plan for small mammal exhibits Chad Dallman cdallman@ci.oshkosh.wi.us Page 190 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Parks Revenue & Fac. Div. Mgr. 0.36 0.36 0.36 Parks Maintenance Worker 3.00 3.00 3.00 Horticulturist 1.00 1.00 1.00 Seasonal Employees 3.54 3.40 3.24 TOTAL PERSONNEL 7.90 7.76 7.60 PARKS REVENUE FACILITIES (0255-0610) PERSONNEL POSITIONS Page 191 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02550610 - PARKS REVENUE 107,709 (284,942) (60,727) (60,200) -0.87% Revenue (318,280) (764,247) (663,300) (729,100) 9.92% 11403 - UNITY IN COMMUNITY - - (12,500) (12,500) 0.00% 11421 - MENOMINEE PARK ZOO (78,134) (83,244) (88,000) (86,500) -1.70% 11422 - BOAT LAUNCH (119,829) (94,517) (142,400) (125,000) -12.22% 11423 - AMUSEMENT RIDES (27,016) (16,817) (25,000) (22,200) -11.20% 11424 - CONCESSIONS (800) (750) - - 11425 - VENDING MACHINES - - - - 11426 - MILLERS BAY (4,669) (5,054) (4,600) (5,100) 10.87% 11427 - REETZ CONCESSIONS 2013 FORWARD (4,715) (12,520) (10,500) (13,300) 26.67% 11428 - ZOO SPECIAL EVENTS - MENOMINEE (40,006) (61,275) (72,000) (75,500) 4.86% 11431 - LAKEFLY CAFE (43,112) (65,070) (40,000) (64,000) 60.00% 11435 - LAKESHORE PARK/GC - (350,000) (200,000) (250,000) 25.00% 11442 - LANDSCAPE OPERATIONS - (75,000) (68,300) (75,000) 9.81% Expense 425,988 479,304 602,573 668,900 11.01% 11403 - UNITY IN COMMUNITY - - 12,500 12,500 0.00% 11421 - MENOMINEE PARK ZOO 64,373 57,896 69,773 72,700 4.19% 11422 - BOAT LAUNCH 61,353 51,712 88,500 94,800 7.12% 11423 - AMUSEMENT RIDES 22,457 16,785 27,600 18,100 -34.42% 11424 - CONCESSIONS 700 140 - - 11425 - VENDING MACHINES - - - - 11426 - MILLERS BAY 230 - 400 10,400 2500.00% 11427 - REETZ CONCESSIONS 2013 FORWARD 6,712 13,494 10,700 19,800 85.05% 11428 - ZOO SPECIAL EVENTS - MENOMINEE 35,719 50,482 49,200 55,600 13.01% 11431 - LAKEFLY CAFE 41,640 65,360 42,900 63,900 48.95% 11435 - LAKESHORE PARK/GC 192,805 170,800 232,700 255,600 9.84% 11442 - LANDSCAPE OPERATIONS - 52,636 68,300 65,500 -4.10% Grand Total 107,709 (284,942) (60,727) (60,200) -0.87% 02550610 - PARKS REVENUE Summary of Projects 3/29/2023 2:53 PM Page 192 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted Budget % Change from 2022 Budget to 2023 Budget 02550610 - PARKS REVENUE 11403 - UNITY IN COMMUNITY - - - - Revenue 4952 - GIFTS & DONATIONS - - (12,500) (12,500) 0.00% Revenue Total - - (12,500) (12,500) 0.00% Expense 6417 - 3RD PARTY CONTRACTED SERVICE - - 12,500 12,500 0.00% Expense Total - - 12,500 12,500 0.00% 11421 - MENOMINEE PARK ZOO (13,760) (25,349) (18,227) (13,800) -24.29% Revenue 4579 - VENDING REVENUE - (6,368) (4,000) (6,500) 62.50% 4952 - GIFTS & DONATIONS (69,530) (68,340) (75,000) (70,000) -6.67% 4972 - MISCELLANEOUS REVENUE (8,604) (8,537) (9,000) (10,000) 11.11% Revenue Total (78,134) (83,244) (88,000) (86,500) -1.70% Expense 6102 - REGULAR PAY 5,772 5,988 6,400 6,000 -6.25% 6103 - REGULAR PAY - TEMP EMPLOYEE 6,838 11,461 10,000 10,000 0.00% 6104 - OVERTIME PAY - - - - 6302 - FICA - EMPLOYERS SHARE 950 1,320 1,200 1,200 0.00% 6304 - WISCONSIN RETIREMENT FUND 389 389 400 400 0.00% 6310 - LIFE INSURANCE 6 7 - 100 6411 - ADVERTISING/POSTAGE/PRINTING 600 206 1,100 1,000 -9.09% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 700 2,092 300 2,200 633.33% 6416 - PREVENTATIVE MNTC CONTRACTS 5,862 1,425 1,975 1,700 -13.92% 6417 - 3RD PARTY CONTRACTED SERVICE 7,223 6,470 7,000 7,000 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 1,459 - 2,000 2,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 100 220 - 400 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 270 300 800 166.67% 6443 - LEASE EXPENSE - 150 - 600 6452 - LICENSE & PERMITS 127 282 500 500 0.00% 6454 - TELEPHONE / INTERNET SERVC 75 91 100 100 0.00% 6520 - OFFICE SUPPLIES 56 19 200 600 200.00% 6529 - NON-INV - SUPPLIES 27,570 26,660 38,100 34,300 -9.97% 6539 - NON INV - REPAIR PARTS - 648 - 3,800 6550 - MINOR EQUIPMENT 6,647 198 198 - -100.00% 7204 - MACHINERY & EQUIPMENT - - - - Expense Total 64,373 57,896 69,773 72,700 4.19% 11422 - BOAT LAUNCH (58,476) (42,804) (53,900) (30,200) -43.97% Revenue 4263 - GRANTS - STATE - - (17,400) (15,000) -13.79% 4571 - PARK FACILITY FEES (119,829) (94,517) (125,000) (110,000) -12.00% Revenue Total (119,829) (94,517) (142,400) (125,000) -12.22% Expense 6102 - REGULAR PAY 5,772 5,988 6,400 6,400 0.00% 6103 - REGULAR PAY - TEMP EMPLOYEE 12,423 11,186 13,800 13,800 0.00% 6302 - FICA - EMPLOYERS SHARE 1,378 1,299 1,400 1,500 7.14% 6304 - WISCONSIN RETIREMENT FUND 565 389 400 400 0.00% 6310 - LIFE INSURANCE 12 7 - - 6411 - ADVERTISING/POSTAGE/PRINTING 673 303 100 500 400.00% 6413 - CONTRACTUAL EMPLOYMENT - - 1,000 1,300 30.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 5,930 4,320 5,000 5,000 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 420 - - - 6417 - 3RD PARTY CONTRACTED SERVICE 27,414 15,835 45,200 25,000 -44.69% 6441 - RENTAL EXPENSE 2,288 1,647 1,600 2,000 25.00% 02550610 - PARKS REVENUE 3/28/2023 10:40 AM Page 193 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted Budget % Change from 2022 Budget to 2023 Budget 02550610 - PARKS REVENUE 6443 - LEASE EXPENSE - 528 - 600 6454 - TELEPHONE / INTERNET SERVC 10 11 - - 6520 - OFFICE SUPPLIES - - 100 300 200.00% 6529 - NON-INV - SUPPLIES 2,503 2,015 11,500 10,000 -13.04% 6539 - NON INV - REPAIR PARTS - 7,331 - 11,000 6541 - EAM INV EXP - MATERIALS 1524 465 853 2,000 17,000 750.00% 6550 - MINOR EQUIPMENT 1,500 - - - 7204 - MACHINERY & EQUIPMENT - - - - Expense Total 61,353 51,712 88,500 94,800 7.12% 11423 - AMUSEMENT RIDES (4,559) (32) 2,600 (4,100) -257.69% Revenue 4571 - PARK FACILITY FEES (25,516) (14,948) (20,000) (15,000) -25.00% 4577 - CONCESSIONS - (600) - (500) 4950 - SPONSORSHIP (1,000) (1,000) - (1,500) 4952 - GIFTS & DONATIONS (500) (270) (5,000) (5,200) 4.00% Revenue Total (27,016) (16,817) (25,000) (22,200) -11.20% Expense 6103 - REGULAR PAY - TEMP EMPLOYEE 14,467 9,529 16,400 10,000 -39.02% 6302 - FICA - EMPLOYERS SHARE 1,107 729 1,300 800 -38.46% 6304 - WISCONSIN RETIREMENT FUND 176 198 200 200 0.00% 6310 - LIFE INSURANCE 6 16 - - 6415 - SUBSCRIPTION/LICENSING CNTRCTS 315 500 800 500 -37.50% 6416 - PREVENTATIVE MNTC CONTRACTS - 566 200 - -100.00% 6417 - 3RD PARTY CONTRACTED SERVICE 300 1,322 - 2,000 6452 - LICENSE & PERMITS 110 56 200 100 -50.00% 6469 - UNCOLLECTIBLE ACCOUNTS 610 - - - 6520 - OFFICE SUPPLIES 345 247 400 500 25.00% 6529 - NON-INV - SUPPLIES 5,021 3,621 8,100 4,000 -50.62% Expense Total 22,457 16,785 27,600 18,100 -34.42% 11424 - CONCESSIONS (100) (610) - - 11425 - VENDING MACHINES - - - - 11426 - MILLERS BAY (4,439) (5,054) (4,200) 5,300 -226.19% Revenue 4571 - PARK FACILITY FEES (4,669) (5,054) (4,600) (5,100) 10.87% Revenue Total (4,669) (5,054) (4,600) (5,100) 10.87% Expense 6415 - SUBSCRIPTION/LICENSING CNTRCTS 200 - 300 300 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE - - - 10,000 6520 - OFFICE SUPPLIES 30 - 100 100 0.00% Expense Total 230 - 400 10,400 2500.00% 11427 - REETZ CONCESSIONS 2013 FORWARD 1,997 975 200 6,500 3150.00% Revenue 4572 - PARK FACILITY RENTALS - - (300) (600) 100.00% 4577 - CONCESSIONS (4,501) (11,845) (10,000) (12,000) 20.00% 4952 - GIFTS & DONATIONS (214) (674) (200) (700) 250.00% Revenue Total (4,715) (12,520) (10,500) (13,300) 26.67% Expense 6103 - REGULAR PAY - TEMP EMPLOYEE 2,763 6,948 6,700 6,000 -10.45% 6302 - FICA - EMPLOYERS SHARE 211 531 500 500 0.00% 6304 - WISCONSIN RETIREMENT FUND 70 159 - 100 6310 - LIFE INSURANCE 2 13 - - 6415 - SUBSCRIPTION/LICENSING CNTRCTS 74 - - 600 6416 - PREVENTATIVE MNTC CONTRACTS 454 - - - 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 128 - 200 3/28/2023 10:40 AM Page 194 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted Budget % Change from 2022 Budget to 2023 Budget 02550610 - PARKS REVENUE 6452 - LICENSE & PERMITS 453 423 500 - -100.00% 6520 - OFFICE SUPPLIES - 13 - 100 6522 - CONCESSIONS 2,683 5,203 3,000 7,500 150.00% 6529 - NON-INV - SUPPLIES - 76 - 300 6550 - MINOR EQUIPMENT - - - 4,500 Expense Total 6,712 13,494 10,700 19,800 85.05% 11428 - ZOO SPECIAL EVENTS - MENOMINEE (4,287) (10,793) (22,800) (19,900) -12.72% Revenue 4571 - PARK FACILITY FEES (12,626) (14,738) (25,000) (25,000) 0.00% 4577 - CONCESSIONS (14,018) (25,383) (30,000) (30,000) 0.00% 4950 - SPONSORSHIP (10,326) (13,843) (15,000) (15,000) 0.00% 4952 - GIFTS & DONATIONS (3,036) (7,312) (2,000) (5,500) 175.00% Revenue Total (40,006) (61,275) (72,000) (75,500) 4.86% Expense 6102 - REGULAR PAY 11,544 11,976 12,800 12,800 0.00% 6103 - REGULAR PAY - TEMP EMPLOYEE 1,708 9,021 12,200 9,500 -22.13% 6302 - FICA - EMPLOYERS SHARE 985 1,578 1,800 1,700 -5.56% 6304 - WISCONSIN RETIREMENT FUND 847 976 900 1,000 11.11% 6310 - LIFE INSURANCE 15 29 - - 6411 - ADVERTISING/POSTAGE/PRINTING 3,337 3,815 3,100 6,000 93.55% 6413 - CONTRACTUAL EMPLOYMENT - - - - 6415 - SUBSCRIPTION/LICENSING CNTRCTS 205 206 300 200 -33.33% 6416 - PREVENTATIVE MNTC CONTRACTS - - - - 6417 - 3RD PARTY CONTRACTED SERVICE 2,420 8,325 4,200 10,000 138.10% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 20 - 100 6441 - RENTAL EXPENSE 3,770 3,990 2,600 3,000 15.38% 6520 - OFFICE SUPPLIES 116 801 300 1,500 400.00% 6522 - CONCESSIONS 4,451 2,951 6,000 4,000 -33.33% 6529 - NON-INV - SUPPLIES 3,593 6,794 5,000 5,000 0.00% 6550 - MINOR EQUIPMENT 2,725 - - 800 Expense Total 35,719 50,482 49,200 55,600 13.01% 11431 - LAKEFLY CAFE (1,472) 290 2,900 (100) -103.45% Revenue 4571 - PARK FACILITY FEES (43,112) (65,070) (40,000) (64,000) 60.00% Revenue Total (43,112) (65,070) (40,000) (64,000) 60.00% Expense 6102 - REGULAR PAY 5,772 5,988 6,400 6,400 0.00% 6103 - REGULAR PAY - TEMP EMPLOYEE 11,795 18,959 14,900 14,900 0.00% 6104 - OVERTIME PAY - 113 - - 6302 - FICA - EMPLOYERS SHARE 1,329 1,903 1,600 1,600 0.00% 6304 - WISCONSIN RETIREMENT FUND 600 627 400 400 0.00% 6310 - LIFE INSURANCE 13 26 - - 6415 - SUBSCRIPTION/LICENSING CNTRCTS 200 300 300 300 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 181 731 300 - -100.00% 6417 - 3RD PARTY CONTRACTED SERVICE 511 744 300 800 166.67% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 208 - 300 6452 - LICENSE & PERMITS 387 387 400 400 0.00% 6454 - TELEPHONE / INTERNET SERVC 5 56 - 100 6520 - OFFICE SUPPLIES 105 200 200 200 0.00% 6522 - CONCESSIONS 14,775 20,784 13,000 23,000 76.92% 6529 - NON-INV - SUPPLIES 5,966 14,334 5,100 15,500 203.92% 6550 - MINOR EQUIPMENT - - - - Expense Total 41,640 65,360 42,900 63,900 48.95% 11435 - LAKESHORE PARK/GC 192,805 (179,200) 32,700 5,600 -82.87% 3/28/2023 10:40 AM Page 195 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 Adopted Budget % Change from 2022 Budget to 2023 Budget 02550610 - PARKS REVENUE Revenue 5299 - TSF FROM OTHER FUNDS - (350,000) (200,000) (250,000) 25.00% Revenue Total - (350,000) (200,000) (250,000) 25.00% Expense 6102 - REGULAR PAY 116,479 109,189 133,500 132,600 -0.67% 6103 - REGULAR PAY - TEMP EMPLOYEE 17,025 10,970 23,400 23,400 0.00% 6104 - OVERTIME PAY 1,963 876 500 - -100.00% 6302 - FICA - EMPLOYERS SHARE 9,978 8,907 12,100 12,400 2.48% 6304 - WISCONSIN RETIREMENT FUND 7,914 7,176 9,200 8,700 -5.43% 6306 - HEALTH INSURANCE 32,616 26,312 36,300 36,300 0.00% 6308 - DENTAL 1,403 1,064 2,400 1,100 -54.17% 6310 - LIFE INSURANCE 85 356 100 200 100.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 300 100 400 500 25.00% 6450 - INSURANCE EXPENSE 1,700 1,500 2,100 2,100 0.00% 6451 - WORKERS COMPENSATION 2,400 3,800 3,500 3,900 11.43% 6452 - LICENSE & PERMITS - 30 - 100 6455 - UTILITY EXPENSE 942 520 9,200 9,300 1.09% 7204 - MACHINERY & EQUIPMENT - - - 25,000 Expense Total 192,805 170,800 232,700 255,600 9.84% 11442 - LANDSCAPE OPERATIONS - (22,364) - (9,500) Revenue 4952 - GIFTS & DONATIONS - (75,000) (68,300) (75,000) 9.81% Revenue Total - (75,000) (68,300) (75,000) 9.81% Expense 6102 - REGULAR PAY - 45,149 39,600 55,900 41.16% 6302 - FICA - EMPLOYERS SHARE - 3,430 3,000 4,300 43.33% 6304 - WISCONSIN RETIREMENT FUND - 2,944 2,600 3,800 46.15% 6306 - HEALTH INSURANCE - - 21,600 - -100.00% 6308 - DENTAL - 1,072 1,400 1,400 0.00% 6310 - LIFE INSURANCE - 41 100 100 0.00% Expense Total - 52,636 68,300 65,500 -4.10% 02550610 - PARKS REVENUE Total 107,709 (284,942) (60,727) (60,200) -0.87% Grand Total 107,709 (284,942) (60,727) (60,200) -0.87% 3/28/2023 10:40 AM Page 196 of 363 1 2 3 . . . 1 2 Name Email Contact Information Coordinate a new community special event Chad Dallman cdallman@ci.oshkosh.wi.us Leach Ampitheater 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. 0256-0610 Special Revenue Improve our quality of life assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Promote and develop public/private partnerships Strengthen our neighborhoods Landscape and hardscape repairs completed Sealed the exterior of the Amphitheater stage building Paint remaining areas of the interior Amphitheater stage building Painted backstage dressing areas Page 197 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Activities Coordinator 0.27 0.27 0.27 Regular Pay - Temp Employee 0.15 0.15 0.15 TOTAL PERSONNEL 0.42 0.42 0.42 LEACH AMPHITHEATER (0256-0610) PERSONNEL POSITIONS Page 198 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02560610 - LEACH AMPHITHEATER Revenue 4102 - GENERAL PROPERTY TAX-CITY (14,000) (23,000) (23,000) (23,000) 0.00% 4571 - PARK FACILITY FEES - (222) - - 4572 - PARK FACILITY RENTALS (26,850) (14,948) (20,000) (20,000) 0.00% 4577 - CONCESSIONS (14,530) (14,490) (19,000) (8,000) -57.89% 4950 - SPONSORSHIP (16,450) (19,700) (14,000) (18,000) 28.57% 4952 - GIFTS & DONATIONS (4,877) (5,205) (6,000) (5,000) -16.67% 4972 - MISCELLANEOUS REVENUE (643) (2,190) (500) (100) -80.00% 5299 - TSF FROM OTHER FUNDS (20,000) (20,000) - (25,000) Revenue Total (97,351) (99,755) (82,500) (99,100) 20.12% Expense 6102 - REGULAR PAY 4,899 8,400 12,000 12,000 0.00% 6103 - REGULAR PAY - TEMP EMPLOYEE 1,117 787 3,900 3,900 0.00% 6302 - FICA - EMPLOYERS SHARE 453 683 1,200 1,200 0.00% 6304 - WISCONSIN RETIREMENT FUND 331 544 800 800 0.00% 6306 - HEALTH INSURANCE 575 1,740 800 2,900 262.50% 6308 - DENTAL 28 72 400 100 -75.00% 6310 - LIFE INSURANCE 3 5 100 100 0.00% 6321 - UNEMPLOYEMENT BENEFITS 1,441 - - - 6411 - ADVERTISING/POSTAGE/PRINTING 3,482 3,148 3,500 3,500 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 256 682 200 400 100.00% 6416 - PREVENTATIVE MNTC CONTRACTS 5,610 1,485 2,000 2,000 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 25,534 25,851 34,000 25,000 -26.47% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 129 - 200 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 200 200 200 0.00% 6441 - RENTAL EXPENSE - 2,446 - - 6452 - LICENSE & PERMITS 126 36 200 200 0.00% 6454 - TELEPHONE / INTERNET SERVC 1,941 4,138 2,500 2,300 -8.00% 6455 - UTILITY EXPENSE 17,104 18,954 18,800 20,600 9.57% 6520 - OFFICE SUPPLIES - 146 - 200 6522 - CONCESSIONS 3,179 5,698 10,000 9,000 -10.00% 6529 - NON-INV - SUPPLIES 7,824 11,220 10,000 10,000 0.00% 6539 - NON INV - REPAIR PARTS - 1,296 - 2,000 6550 - MINOR EQUIPMENT (28) 2,896 2,500 2,500 0.00% Expense Total 73,874 90,554 103,100 99,100 -3.88% 02560610 - LEACH AMPHITHEATER Total (23,476) (9,200) 20,600 - -100.00% Grand Total (23,476) (9,200) 20,600 - -100.00% 02560610 - LEACH AMPHITHEATER 3/28/2023 10:43 AM Page 199 of 363 1 2 3 . . . 1 2 Name Email Public Works Special Fund Received DNR funding for LSLR grants through end of 2022. Apply for funding for calendar year 2023. Improve and Maintain our Infrastructure. Strengthen Our Neighborhoods. Support Economic Development. MISSION STATEMENT Manage Right-of-way Permitting and assist property owners in replacing private side lead water services. 0257-0410 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS Contact Information James Rabe jrabe@ci.oshkosh.wi.us ROW Permit Technician hired and trained and took over lead role in program. Continue streamlining ROW Permit review process and working with utility contractors.2023 GOALS Receive funding for calendar year 2023 to continue assisting property owners. Page 200 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02570410 - PUBLIC WORKS SPECIAL FUND Revenue 4236 - STATE AID-OTHER (115,811) (196,384) (210,000) (300,000) 42.86% 4379 - ENGINEERING PERMIT - (131,622) - (160,000) Revenue Total (115,811) (328,006) (210,000) (460,000) 119.05% Expense 6102 - REGULAR PAY - 71,928 63,500 73,200 15.28% 6104 - OVERTIME PAY - - - - 6302 - FICA - EMPLOYERS SHARE - 5,284 4,300 5,300 23.26% 6304 - WISCONSIN RETIREMENT FUND - 4,684 3,600 5,000 38.89% 6306 - HEALTH INSURANCE - 21,137 17,900 26,900 50.28% 6310 - LIFE INSURANCE - 108 100 200 100.00% 6404 - PS - MISC CONSULTING / STUDIES 180,140 151,800 210,000 300,000 42.86% 6415 - SUBSCRIPTION/LICENSING CNTRCTS - 4,066 - 5,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT - 186 - 500 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 145 - 600 6454 - TELEPHONE / INTERNET SERVC - 272 - 600 6529 - NON-INV - SUPPLIES - 43 - 400 6550 - MINOR EQUIPMENT - 2,527 - 600 Expense Total 180,140 262,181 299,400 418,300 39.71% 02570410 - PUBLIC WORKS SPECIAL FUND Total 64,329 (65,825) 89,400 (41,700) -146.64% Grand Total 64,329 (65,825) 89,400 (41,700) -146.64% 02570410 - PUBLIC WORKS SPECIAL FUND 3/28/2023 10:43 AM Page 201 of 363 1 2 3 . . . . 1 2 Name Email Explore options for additional shade on the grounds Replaced barrier ropes Offered three weeks of Kids Camps (ages 3-12) which was fully sponsored Contact Information Replaster leisure pool basin Chad Dallman cdallman@ci.oshkosh.wi.us Pollock Pool 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 recreation program that is designed to enhance the City's quality of life. 0259-0610 Special Revenue Improve our quality of life assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Promote and develop public/private partnerships Strengthen our neighborhoods Repainted the spray ground play equipment Replastered basin in the lazy river Page 202 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Seasonal Help (F.T.E.) 2.59 2.59 2.59 TOTAL PERSONNEL 2.59 2.59 2.59 POLLOCK POOL (0259-0610) PERSONNEL POSITIONS Page 203 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02590610 - POLLOCK AQUATIC CTR Revenue 4102 - GENERAL PROPERTY TAX-CITY (64,000) (64,000) (64,000) (64,000) 0.00% 4571 - PARK FACILITY FEES - (600) - (600) 4576 - OTHER REC CHARGES (252) (779) (300) (300) 0.00% 4577 - CONCESSIONS (61,491) (73,976) (72,000) (80,000) 11.11% 4949 - ADMISSIONS REVENUE (132,258) (157,883) (179,100) (157,000) -12.34% 4950 - SPONSORSHIP (2,500) (5,000) (5,000) (5,000) 0.00% 4952 - GIFTS & DONATIONS (83,000) (488,787) (500,000) (465,000) -7.00% 4972 - MISCELLANEOUS REVENUE (41,114) (40,356) - (40,000) Revenue Total (384,615) (831,381) (820,400) (811,900) -1.04% Expense 6102 - REGULAR PAY - - - - 6103 - REGULAR PAY - TEMP EMPLOYEE 43,084 63,619 67,800 70,300 3.69% 6104 - OVERTIME PAY 480 254 - - 6302 - FICA - EMPLOYERS SHARE 3,333 4,886 5,400 5,400 0.00% 6304 - WISCONSIN RETIREMENT FUND - - - - 6310 - LIFE INSURANCE - - - - 6411 - ADVERTISING/POSTAGE/PRINTING 1,250 1,259 1,600 1,600 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 7,046 7,523 9,500 - -100.00% 6413 - CONTRACTUAL EMPLOYMENT 100,807 150,085 151,000 145,000 -3.97% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 10,223 8,433 7,100 8,000 12.68% 6416 - PREVENTATIVE MNTC CONTRACTS 7,643 3,349 6,000 6,000 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 22,503 11,034 29,500 15,000 -49.15% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 6,369 - 9,500 6421 - EMPLOYEE TRAINING/DEVELOPMENT 606 2,058 1,600 1,600 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 159 100 100 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 551 640 700 800 14.29% 6441 - RENTAL EXPENSE - 1,035 300 300 0.00% 6450 - INSURANCE EXPENSE 6,300 7,600 7,900 8,700 10.13% 6451 - WORKERS COMPENSATION 1,200 1,800 1,800 1,900 5.56% 6452 - LICENSE & PERMITS 1,625 1,505 1,700 1,600 -5.88% 6454 - TELEPHONE / INTERNET SERVC 1,655 1,848 2,200 2,800 27.27% 6455 - UTILITY EXPENSE 63,251 72,076 68,400 73,700 7.75% 6465 - BANK FEES - 90 - 5,000 6520 - OFFICE SUPPLIES 870 3,089 2,100 1,500 -28.57% 6522 - CONCESSIONS 32,443 42,391 38,000 48,000 26.32% 6529 - NON-INV - SUPPLIES 17,914 26,746 34,500 30,000 -13.04% 6539 - NON INV - REPAIR PARTS - 1,254 - 7,000 6542 - CHEMICALS 14,377 - 16,000 - -100.00% 6550 - MINOR EQUIPMENT 2,020 9,208 8,100 8,500 4.94% 7204 - MACHINERY & EQUIPMENT 4,295 23,542 28,500 9,000 -68.42% 7214 - BUILDINGS & BUILDING IMPRVMTS - 280,682 424,000 350,000 -17.45% Expense Total 343,476 732,534 913,800 811,300 -11.22% 02590610 - POLLOCK AQUATIC CTR Total (41,139) (98,847) 93,400 (600) -100.64% Grand Total (41,139) (98,847) 93,400 (600) -100.64% 02590610 - POLLOCK AQUATIC CTR 3/28/2023 10:44 AM Page 204 of 363 1 2 . . . 1 2 3 Name Email Contact Information Send out mailings for vacant buildings to be registered Promote/advertise the Division's complaint based rental housing policy John Zarate jzarate@ci.oshkosh.wi.us Rental Inspections MISSION STATEMENT To secure the beneficial interests of the public's health, safety, and welfare in their environment through the enforcement of state and city codes. 0271-0710 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Sustain a culture in neighborhoods: Inspect properties to verify compliance with building, housing and property maintenance codes Meet with apartment owners on key topics of rental concerns Continued with the Rental Housing Advisory Board bi-monthly meetings Resumed sending out letters for voluntary inspection appointments of rental properties Attend Winnebago Apartment Association meetings as requested Mailed out 353 letters requesting voluntary inspection of rental property and conducted 10 inspections from response to those letters Page 205 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Housing Inspector 0.05 0.05 0.05 Permit Technician 0.05 0.05 0.05 TOTAL PERSONNEL 0.10 0.10 0.10 RENTAL INSPECTIONS (0271-0710) PERSONNEL POSITIONS Page 206 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 02710710 - RENTAL INSPECTIONS Revenue 4102 - GENERAL PROPERTY TAX-CITY (25,000) (16,500) (16,500) (12,800) -22.42% 4386 - HOUSING INSPECTION FEE - (330) - - Revenue Total (25,000) (16,830) (16,500) (12,800) -22.42% Expense 6102 - REGULAR PAY 14,055 5,687 11,200 5,700 -49.11% 6302 - FICA - EMPLOYERS SHARE 971 399 800 400 -50.00% 6304 - WISCONSIN RETIREMENT FUND 948 370 800 400 -50.00% 6306 - HEALTH INSURANCE 4,548 1,866 3,200 2,400 -25.00% 6308 - DENTAL 317 96 200 100 -50.00% 6310 - LIFE INSURANCE 16 8 200 100 -50.00% 6416 - PREVENTATIVE MNTC CONTRACTS 81 - - - 6451 - WORKERS COMPENSATION 2,200 2,200 2,200 3,700 68.18% Expense Total 23,134 10,627 18,600 12,800 -31.18% 02710710 - RENTAL INSPECTIONS Total (1,866) (6,203) 2,100 - -100.00% Grand Total (1,866) (6,203) 2,100 - -100.00% 02710710 - RENTAL INSPECTIONS 3/28/2023 10:45 AM Page 207 of 363 1 2 Name Email Neighborhood Improvement Loan Program MISSION STATEMENT Expend federal Housing and Urban Development (HUD) Department HOME funds for low-income housing in the City. 0301-0740 General STRATEGIC PLAN GOALS Explore options for promoting housing stability related to homelessness Leverage city funds and incentives to encourage private investment in neighborhoods Kelly Nieforth knieforth@ci.oshkosh.wi.us 2022 ACCOMPLISHMENTS 2023 GOALS Continue to market available funds to developers Marketed available funds to developers. 1 Contact Information Page 208 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03010740 - FED HUD HOME PROGRAM FUND Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - 218,100 218,100 0.00% Expense Total - - 218,100 218,100 0.00% 03010740 - FED HUD HOME PROGRAM FUND Total - - 218,100 218,100 0.00% Grand Total - - 218,100 218,100 0.00% 03010740 - FED HUD HOME PROGRAM FUND 3/28/2023 10:46 AM Page 209 of 363 1 2 3 4 5 . . . 1 2 3 Name Email Promote social connectedness Leverage city resources and incentives to encourage private investment in neighborhoods STRATEGIC PLAN GOALS Enhance and promote a culture of neighborhood Leverage city resources and incentives to encourage private investment in neighborhoods Leverage city resources and incentives to encourage private investment in neighborhoods Leverage city resources and incentives to encourage private investment in neighborhoods Build awareness for neighborhood development and redevelopment in specific neighborhoods Expand city inter-departmental teams for planning and completing neighborhood projects Leverage city resources and incentives to encourage private investment in neighborhoods 2022 ACCOMPLISHMENTS 2023 GOALS Began implementation of Historic Jackson Neighborhood Plan Partnered with Habitat for Humanity and GO-HNI to bring "Rock the Block" to the Midtown Neighborhood Continue to administer the Great Neighborhoods program Creation of Downtown Oshkosh Neighborhood Association and Green Acres Neighborhood Association Healthy Neighborhood Initiatives MISSION STATEMENT 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 association with adopted neighborhood plans or to support Healthy Neighborhoods in Oshkosh. 0302-0740 Special Revenue Contact Information Continue partnership with Habitat for Humanity and GO-HNI for the "Rock the Block" event Continue to provide technical assistance to GO-HNI to support the creation and maintenance of neighborhood associations Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 210 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Marketing Dev. Fund Coordinator 0.25 0.25 0.25 TOTAL PERSONNEL 0.25 0.25 0.25 HEALTHY NEIGHBORHOOD INITIATIVES (0302-0740) PERSONNEL POSITIONS Page 211 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03020740 - HLTHY NEIGHBORHOOD INITIATIVE Revenue 4908 - INTEREST-OTHER INVESTMENTS (555) (835) - - 4956 - DEFERRED LOAN REIMB (69,088) (87,368) (60,000) (60,000) 0.00% 4972 - MISCELLANEOUS REVENUE - - - - Revenue Total (69,643) (88,203) (60,000) (60,000) 0.00% Expense 6102 - REGULAR PAY 23,531 36,705 35,100 14,000 -60.11% 6103 - REGULAR PAY - TEMP EMPLOYEE - - - - 6302 - FICA - EMPLOYERS SHARE 1,765 2,753 2,700 900 -66.67% 6304 - WISCONSIN RETIREMENT FUND 1,588 2,390 2,400 900 -62.50% 6306 - HEALTH INSURANCE 3,041 3,659 3,100 3,600 16.13% 6308 - DENTAL 149 149 100 200 100.00% 6310 - LIFE INSURANCE 86 116 100 200 100.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 386,706 98,566 749,975 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES - 980 - - 6412 - CONTRACTUAL AGREEMENT PYMNTS - 373,967 - 1,076,000 6415 - SUBSCRIPTION/LICENSING CNTRCTS 201 522 - 500 6431 - ADMIN / ENGINEERING FEE - - 98,000 99,500 1.53% Expense Total 417,067 519,807 891,475 1,195,800 34.14% 03020740 - HLTHY NEIGHBORHOOD INITIATIVE Total 347,424 431,604 831,475 1,135,800 36.60% Grand Total 347,424 431,604 831,475 1,135,800 36.60% 03020740 - HLTHY NEIGHBORHOOD INITIATIVE 3/28/2023 10:46 AM Page 212 of 363 1 2 . . . . 1 2 3 Name Email Contact Information Continue to support local public services agencies servicing targeted populations. Continue to eliminate slum and blight conditions in designated areas. Kelly Nieforth knieforth@ci.oshkosh.wi.us Community Development Block Grant MISSION STATEMENT Community Development Block Grant (CDBG) funds are used to assist low to 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 to assist income eligible homebuyers with down payment assistance, housing rehabilitation loans, property acquisition, and demolition for redevelopment sites. CDBG public service dollars are coordinated with United Way and Oshkosh Area Community Foundation to fund social service agencies that provide services to low and moderate income households. 0303-0740 Special Revenue STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Support redevelopment opportunities throughout the city. Explore options for promoting housing stability related to homelessness. Provided funding resources for affordable housing to target populations and Day by Day. Eliminated slum and blight conditions in designated areas. Continue to provide funding resources for affordable housing to target populations. Supported local public service agencies that provide services to targeted populations. Reimbursed $328,969 of CDBG-CARES and CDBG-CV 2 CARES funds for grants to public service programs/activities and short term forgivable/emergency micro loans for small businesses impacted by COVID-19. Page 213 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03030740 - COMM DEV BLOCK GRANT Revenue 4204 - FEDERAL AID-CDBG (903,964) (747,736) (1,349,000) (812,300) -39.79% 4262 - GRANTS - FEDERAL - - (787,421) - -100.00% 4263 - GRANTS - STATE - - (210,270) - -100.00% Revenue Total (903,964) (747,736) (2,346,691) (812,300) -65.39% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL 859 - - - 6411 - ADVERTISING/POSTAGE/PRINTING 17,138 - 2,500 - -100.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 473,834 253,484 1,083,044 812,300 -25.00% 6417 - 3RD PARTY CONTRACTED SERVICE 8,390 9,535 31,494 - -100.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 2,992 - 202,900 - -100.00% 6431 - ADMIN / ENGINEERING FEE 106,366 15,705 48,815 - -100.00% 7470 - TSF TO OTHER 66,399 41,105 1,539,190 - -100.00% Expense Total 675,977 319,829 2,907,943 812,300 -72.07% 03030740 - COMM DEV BLOCK GRANT Total (227,987) (427,907) 561,252 - -100.00% Grand Total (227,987) (427,907) 561,252 - -100.00% 03030740 - COMM DEV BLOCK GRANT 3/28/2023 10:47 AM Page 214 of 363 STRATEGIC PLAN GOALS 1 . . 1 2 Name Email Local Economic Development Revolving Fund 0304-0740 All loans are current Continue to gauge the effectiveness of the program and make changes to meet the market needs Contact Information Market the funding programs to businesses in the City Special Revenue Kelly Nieforth knieforth@ci.oshkosh.wi.us 2022 ACCOMPLISHMENTS 2023 GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Overall $900,000 of RLF funds have been loaned out to businesses Page 215 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03040740 - LOCAL EC DEV - GO EDC LOAN PRO Revenue 4907 - INTEREST - ACCOUNTS RECEIVABLE (43,505) (2,286) - - 4956 - DEFERRED LOAN REIMB (192,334) (122,078) - (200,000) Revenue Total (235,838) (124,364) - (200,000) Expense 6412 - CONTRACTUAL AGREEMENT PYMNTS 545,000 250,000 450,000 450,000 0.00% 6469 - UNCOLLECTIBLE ACCOUNTS 48,222 - - - Expense Total 593,222 250,000 450,000 450,000 0.00% 03040740 - LOCAL EC DEV - GO EDC LOAN PRO Total 357,383 125,636 450,000 250,000 -44.44% Grand Total 357,383 125,636 450,000 250,000 -44.44% 03040740 - LOCAL EC DEV - GO EDC LOAN PRO 3/28/2023 10:47 AM Page 216 of 363 1 2 3 Name EmailContact Information STRATEGIC PLAN GOALS Enhance the Quality of Life Services and Assets Provide a Safe, Secure, and Healthy Community Strengthen our Neighborhoods Jean Wollerman jwollerman@ci.oshkosh.wi.us 2022 ACCOMPLISHMENTS Purchased hearing loop in South Oasis Room. Senior Center 0307-0760 Special Revenue MISSION STATEMENT To enrich the quality of life for adults fifty and over Page 217 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03070760 - SENIOR CENTER Expense 7214 - BUILDINGS & BUILDING IMPRVMTS - 6,750 7,000 - -100.00% Expense Total - 6,750 7,000 - -100.00% 03070760 - SENIOR CENTER Total - 6,750 7,000 - -100.00% Grand Total - 6,750 7,000 - -100.00% 03070760 - SENIOR CENTER 3/28/2023 10:48 AM Page 218 of 363 TID #Name Termination Date Projected Fund Balance 12/31/2022 Projected Fund Balance at Termination 12 Division Street 4/24/2024 908,783 789,014 13 Marion Road/Pearl Ave. 9/22/2025 (467,810) 77,366 14 Mercy Medical 6/13/2027 890,106 4,266,632 15 Park Plaza 1/9/2028 3,025,756 3,372,589 16 100 Block Redevelopment 5/22/2028 477,086 1,213,167 17 City Centre 9/25/2028 1,898,374 443,539 18 SW Industrial #3 7/9/2029 (542,175) 2,605,808 19 NW Industrial Expansion 5/13/2026 827,829 1,620,943 20 South Side Fox River 7/12/2032 3,364,158 532,440 21 Fox River Corridor 2/14/2033 447,715 2,391,042 23 SW Industrial Park 6/9/2029 (1,993,798) (4,537,278) 24 Oshkosh Corp. 2/23/2037 299,654 3,428,565 25 City Center Hotel 5/22/2039 (3,081,608) 995,200 26 Aviation Business Park 2/26/2033 (3,190,245) (3,180,875) 27 North Main Street 7/8/2034 (1,295,638) 1,460,434 28 Beach Bldg. Redevelopment 6/14/2043 62,753 258,550 29 Morgan District 7/12/2043 18,158 161,897 30 Washington Building 8/23/2043 71,747 592,075 31 Buckstaff Redevelopment 2/28/2045 493,258 6,716,981 32 Granary Development 5/23/2044 16,725 18,034 33 Lamico Redevelopment 7/11/2044 423,693 4,024,810 34 Oshkosh Corp. Global HQ 1/23/2039 1,044,548 6,702,554 35 Oshkosh Ave. Corridor 1/23/2046 930,061 7,417,697 36 Merge Redevelopment Project 6/11/2046 105,667 (3,732,248) 37 Aviation Plaza Redevelopment 7/23/2046 196,239 1,767,973 38 Pioneer Redevelopment 9/24/2046 (9,246) 89,949 39 Cabrini School Redevelopment 1/14/2048 15,565 (264) 40 Miles Kimball Redevelopment 2/9/2049 (9,004) (12,904) 4,928,351$ 39,483,690$ City of Oshkosh TID Summary Page 219 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Financial Specialist 1.00 1.00 1.00 TOTAL PERSONNEL 1.00 1.00 1.00 PERSONNEL POSITIONS Page 220 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03170410 - SPECIAL ASSESSMENTS Revenue 4157 - SPEC ASSESS PLUMBING BOND (2,196) (1,192) (2,500) (2,500) 0.00% 4158 - SPEC ASSESS SEWER BOND (571,231) (530,343) (300,000) (324,800) 8.27% 4159 - SPEC ASSESS SIDEWALK BOND (1,535,839) (1,522,014) (175,000) (1,200,000) 585.71% 4160 - SPEC ASSESS STORM SEWER BOND (294,150) (234,273) (43,000) (120,000) 179.07% 4161 - SPEC ASSESS STREET & OVRLY (2,267,551) (3,237,450) (1,000,000) (1,737,000) 73.70% 4162 - SPEC ASSESS WATER BOND (251,182) (268,820) (75,000) (200,000) 166.67% 4164 - SPEC ASSESSMENTS - APRON (43,022) (92,439) (35,000) (35,000) 0.00% 4166 - SPEC ASSESS- STREETSCAPE (9,122) (12,720) (9,500) (11,000) 15.79% Revenue Total (4,974,293) (5,899,251) (1,640,000) (3,630,300) 121.36% Expense 6102 - REGULAR PAY 7,756 52,562 - 116,800 6302 - FICA - EMPLOYERS SHARE 582 3,920 - 8,800 6304 - WISCONSIN RETIREMENT FUND 519 3,423 - 8,100 6306 - HEALTH INSURANCE 1,049 8,792 - 28,500 6308 - DENTAL - 45 - 1,400 6310 - LIFE INSURANCE 14 85 - 100 6404 - PS - MISC CONSULTING / STUDIES 44,931 8,153 60,094 - -100.00% 6454 - TELEPHONE / INTERNET SERVC 5 32 - - 6469 - UNCOLLECTIBLE ACCOUNTS 62,760 (43,020) - - 6550 - MINOR EQUIPMENT 1,607 1,051 1,051 4,000 280.58% 6702 - PRINCIPAL-BONDS 485,000 580,000 645,000 625,000 -3.10% 6705 - PRINCIPAL-NOTES 400,000 540,000 475,000 460,000 -3.16% 6721 - INTEREST EXPENSE 263,046 313,504 313,500 248,600 -20.70% Expense Total 1,267,268 1,468,546 1,494,645 1,501,300 0.45% 03170410 - SPECIAL ASSESSMENTS Total (3,707,025) (4,430,705) (145,355) (2,129,000) 1364.69% Grand Total (3,707,025) (4,430,705) (145,355) (2,129,000) 1364.69% 03170410 - SPECIAL ASSESSMENTS 3/28/2023 10:48 AM Page 221 of 363 1 2 Name EmailContact Information Mark Rohloff mrohloff@ci.oshkosh.wi.us Equipment Fund Improve & Maintain Infrastructure Improve Quality of Life Assets 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. 0323-XXXX Capital Project STRATEGIC PLAN GOALS Page 222 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03230071 - FINANCE ADMINISTRATION Revenue 4102 - GENERAL PROPERTY TAX-CITY (1,100,000) (1,100,000) (1,100,000) (1,088,200) -1.07% 5299 - TSF FROM OTHER FUNDS - - - - Revenue Total (1,100,000) (1,100,000) (1,100,000) (1,088,200) 03230071 - FINANCE ADMINISTRATION Total (1,100,000) (1,100,000) (1,100,000) (1,088,200) -1.07% Grand Total (1,100,000) (1,100,000) (1,100,000) (1,088,200) -1.07% 03230071 - FINANCE ADMINISTRATION 3/28/2023 10:49 AM Page 223 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03250610 - PARKS IMPROVEMENT Expense 6417 - 3RD PARTY CONTRACTED SERVICE 07957 - FIELD IMPROVEMENTS - - - 5,000 6417 - 3RD PARTY CONTRACTED SERVICE Total - - - 5,000 6549 - NON-INV MATERIALS 07957 - FIELD IMPROVEMENTS - - - 15,000 6549 - NON-INV MATERIALS Total - - - 15,000 Expense Total - - - 20,000 03250610 - PARKS IMPROVEMENT Total - - - 20,000 Grand Total - - - 20,000 03250610 - PARKS IMPROVEMENT 3/28/2023 10:49 AM Page 224 of 363 1 2 2022 ACCOMPLISHMENTS . 1 2 3 Name EmailContact Information Complete all orders received for 2023 memorial benches Complete all orders received for 2023 tree planting Travis Derks tderks@ci.oshkosh.wi.us Street Tree Memorial MISSION STATEMENT To manage a program that offers citizens the opportunity to purchase memorial trees and benches to be placed within the parks. 0333-0620 Capital Project STRATEGIC PLAN GOALS 2023 GOALS Enhance our quality of life services and assets Strengthen our neighborhoods Completed all orders received for 2022 tree planting Apply for grants to assist with ash removals and replacements Page 225 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 03330620 - PARK MEMORIALS & FORESTRY SRF Revenue 4262 - GRANTS - FEDERAL 11452 - EMERALD ASH BORER (21,093) - - - 4262 - GRANTS - FEDERAL Total (21,093) - - - 4263 - GRANTS - STATE 11451 - URBAN FORESTRY GRANT - - (50,000) (25,000) -50.00% 11452 - EMERALD ASH BORER - - - - 4263 - GRANTS - STATE Total - - (50,000) (25,000) -50.00% 4952 - GIFTS & DONATIONS 11401 - MEMORIAL TREES (12,535) (36,174) (9,000) (20,000) 122.22% 11405 - MEMORIAL BENCHES - (15,825) - (20,000) 4952 - GIFTS & DONATIONS Total (12,535) (51,999) (9,000) (40,000) 344.44% 5299 - TSF FROM OTHER FUNDS 11452 - EMERALD ASH BORER - (325,000) (325,000) (250,000) -23.08% 5299 - TSF FROM OTHER FUNDS Total - (325,000) (325,000) (250,000) -23.08% Revenue Total (33,628) (376,999) (384,000) (315,000) -17.97% Expense 6417 - 3RD PARTY CONTRACTED SERVICE 11401 - MEMORIAL TREES - - 18,000 - -100.00% 11451 - URBAN FORESTRY GRANT - - 52,860 - -100.00% 11452 - EMERALD ASH BORER 13,650 348,498 457,443 250,000 -45.35% 6417 - 3RD PARTY CONTRACTED SERVICE Total 13,650 348,498 528,303 250,000 -52.68% 6529 - NON-INV - SUPPLIES 11401 - MEMORIAL TREES 10,159 18,436 9,000 20,000 122.22% 11405 - MEMORIAL BENCHES - 11,210 - 18,000 6529 - NON-INV - SUPPLIES Total 10,159 29,646 9,000 38,000 322.22% Expense Total 23,809 378,144 537,303 288,000 -46.40% 03330620 - PARK MEMORIALS & FORESTRY SRF Total (9,819) 1,145 153,303 (27,000) -117.61% Grand Total (9,819) 1,145 153,303 (27,000) -117.61% 03330620 - PARK MEMORIALS & FORESTRY SRF 3/28/2023 10:50 AM Page 226 of 363 1 2 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #8 S Aviation Industrial Park MISSION STATEMENT TID #8 was created in 1991 to facilitate creation of the South Aviation Park. The 256-acre park is bordered by Wittman Regional Airport to the west, Oregon Street to east, Waukau Avenue to the north, and Ripple Avenue to the south. The City is expected to invest approximately $3,898,021 over the lifetime of the TID for roads, sewer, and utilities to make the available parcels in the park "development ready" for businesses. 0529-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued debt payments Continue debt payments Page 227 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Expense 05291040 - TIF #8 - S AVIATION IND PARK 6702 - PRINCIPAL-BONDS 5,000 5,000 5,000 5,000 0.00% 6721 - INTEREST EXPENSE 793 683 700 600 -14.29% 05291040 - TIF #8 - S AVIATION IND PARK Total 5,793 5,683 5,700 5,600 Expense Total 5,793 5,683 5,700 5,600 -1.75% Grand Total 5,793 5,683 5,700 5,600 -1.75% 05291040 - TIF #8 - S AVIATION IND PARK 3/28/2023 11:20 AM Page 228 of 363 STRATEGIC PLAN GOALS 1 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us Support redevelopment opportunities throughout the city Continued debt payments Continue debt payments TID #12 DIVISION ST REDEVELOPMENT MISSION STATEMENT TID #12 was created in 1997 to assist with rehabilitation of blighted properties and to add parking on Division and Main Streets between Irving Street and Church Avenue. The City is expected to invest approximately $1,300,000 over the lifetime of the TID to encourage redevelopment in the area. Creation of the TID allowed for the development of several new apartment buildings along Division Street, including over 60 dwelling units for households with low to moderate income. It has also helped to rehabilitate three buildings at the corner of North Main Street and Merritt/Church Avenue by providing parking facilities. 0537-1040 Capital Project Page 229 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05371040 - TIF #12 - DIVISION ST REDEV 4102 - GENERAL PROPERTY TAX-CITY (123,916) (134,080) (123,900) (134,100) 8.23% 4237 - STATE AID-COMPUTER CREDIT (2,945) (2,438) (2,900) (1,600) -44.83% 05371040 - TIF #12 - DIVISION ST REDEV Total (126,861) (136,518) (126,800) (135,700) 7.02% Revenue Total (126,861) (136,518) (126,800) (135,700) 7.02% Expense 05371040 - TIF #12 - DIVISION ST REDEV 6431 - ADMIN / ENGINEERING FEE 135,000 113,541 130,000 130,000 0.00% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 10,000 - - - 6721 - INTEREST EXPENSE 325 - - - 05371040 - TIF #12 - DIVISION ST REDEV Total 145,475 113,691 130,200 130,200 0.00% Expense Total 145,475 113,691 130,200 130,200 0.00% Grand Total 18,614 (22,827) 3,400 (5,500) -261.76% 05371040 - TIF #12 - DIVISION ST REDEV 3/28/2023 12:01 PM Page 230 of 363 1 2 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #13 MARION RD PEARL AVE MISSION STATEMENT TID #13 was created in 1998 to assist with the rehabilitation of blighted property along the riverfront and near the University of Wisconsin-Oshkosh between Wisconsin and Jackson Streets. The City invested approximately $8,115,000 in the 87-acre district for land acquisition, site development, and infrastructure development. Creation of the district allowed for a significant aesthetic improvement in the area and provided needed housing for University of Wisconsin-Oshkosh students. 0539-1040 Capital Project STRATEGIC PLAN GOALS Support redevelopment opportunities throughout the city Develop infrastructure needed to support business and residential development Continued debt payments Continue debt payments Page 231 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05391040 - TIF #13 - MARION RD & PEARL AV 4102 - GENERAL PROPERTY TAX-CITY (275,973) (290,113) (276,000) (290,100) 5.11% 4237 - STATE AID-COMPUTER CREDIT (17,713) (10,112) - (9,100) 4966 - OTHER REIMBURSEMENTS (26,000) - - - 05391040 - TIF #13 - MARION & PEARL Total (319,686) (300,225) (276,000) (299,200) 8.41% Revenue Total (319,686) (300,225) (276,000) (299,200) 8.41% Expense 05391040 - TIF #13 - MARION RD & PEARL AV 6401 - PS - ENGINEER/SURVEY/APPRAISAL 2,357 - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6455 - UTILITY EXPENSE - 32 - 2,000 6702 - PRINCIPAL-BONDS 965,000 355,000 355,000 245,000 -30.99% 6721 - INTEREST EXPENSE 56,545 23,345 23,300 10,200 -56.22% 05391040 - TIF #13 - MARION & PEARL Total 1,024,052 378,527 378,500 257,400 -31.99% Expense Total 1,024,052 378,527 378,500 257,400 -31.99% Grand Total 704,366 78,302 102,500 (41,800) -140.78% 05391040 - TIF #13 - MARION RD & PEARL AV 3/28/2023 12:02 PM Page 232 of 363 1 2 . . Name Email 1 Contact Information TID #14 MERCY MEDICAL CENTER MISSION STATEMENT TID #14 was created in 2000 to assist with rehabilitation of the former Mercy Medical Center on Hazel Street. The City anticipates investing approximately $3,900,000 to facilitate redevelopment of the site over the lifetime of the TID. Development incentives were obtained to construct the Lakefront Manor and townhouses and rehabilitation of the main hospital facility resulted in a portion of the hospital being converted into the Parkside Apartments and a medical office. 0522-1040 Capital Project STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS Leverage city resources and incentives to encourage private investment in neighborhoods Support redevelopment opportunities throughout the city Continued paygo payments Sale of vacant properties at 600 Grove Street to Habitat for Humanity for construction of up to six single family affordable homes Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payments Page 233 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05221040 - TIF #14 - MERCY MEDICAL CENTER 4102 - GENERAL PROPERTY TAX-CITY (514,040) (547,179) (514,000) (547,200) 6.46% 4237 - STATE AID-COMPUTER CREDIT 2,264 (112) - - 05221040 - TIF #14 - MERCY MEDICAL Total (511,776) (547,291) (514,000) (547,200) 6.46% Revenue Total (511,776) (547,291) (514,000) (547,200) 6.46% Expense 05221040 - TIF #14 - MERCY MEDICAL CENTER 6401 - PS - ENGINEER/SURVEY/APPRAISAL 4,591 - 8,173 - -100.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 284,849 360,816 290,000 315,000 8.62% 6431 - ADMIN / ENGINEERING FEE 5,000 4,367 5,000 5,000 0.00% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 75,000 65,000 65,000 60,000 -7.69% 6721 - INTEREST EXPENSE 7,413 4,315 4,300 1,400 -67.44% 7216 - LAND IMPROVEMENT 23 499,978 499,978 - -100.00% 05221040 - TIF #14 - MERCY MEDICAL Total 377,025 934,625 872,650 381,600 -56.27% Expense Total 377,025 934,625 872,650 381,600 -56.27% Grand Total (134,751) 387,334 358,650 (165,600) -146.17% 05221040 - TIF #14 - MERCY MEDICAL CENTER 3/28/2023 11:18 AM Page 234 of 363 1 2 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #15 PARK PLAZA COMMERCE ST MISSION STATEMENT TID #15 was created in 2001 to facilitate the creation of office space in the former Park Plaza Mall for the purposes of retaining 4- Imprint in the community. A development assistance grant was provided to offset project costs. The City anticipates investing approximately $1,089,077 over the lifetime of the TID. 0524-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Support redevelopment opportunities throughout the city Continued debt payments Continue debt payments Page 235 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05241040 - TIF #15 - PARK PLAZA & COMM ST 4102 - GENERAL PROPERTY TAX-CITY (203,389) (209,797) (203,400) (209,800) 3.15% 4237 - STATE AID-COMPUTER CREDIT (47,629) (47,574) - (1,000) 05241040 - TIF #15 - PARK PLAZA & COMM Total (251,018) (257,371) (203,400) (210,800) 3.64% Revenue Total (251,018) (257,371) (203,400) (210,800) 3.64% Expense 05241040 - TIF #15 - PARK PLAZA & COMM ST 6431 - ADMIN / ENGINEERING FEE 95,000 113,541 130,000 130,000 0.00% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 45,000 - - - 6721 - INTEREST EXPENSE 968 - - - 05241040 - TIF #15 - PARK PLAZA & COMM Total 141,118 113,691 130,200 130,200 0.00% Expense Total 141,118 113,691 130,200 130,200 0.00% Grand Total (109,900) (143,680) (73,200) (80,600) 10.11% 05241040 - TIF #15 - PARK PLAZA & COMM ST 3/28/2023 11:19 AM Page 236 of 363 1 2 . . 1 2 3 Name Email STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Support redevelopment opportunities throughout the city Continued debt payments Maintained COVID fund for retaining businesses and jobs TID #16 100 BLOCK REDEVELOPMENT MISSION STATEMENT TID #16 was created in 2001 in a blighted area to help offset overall development costs through provisions of a development assistance grant to the developer of the 100 block of North Main Street . The City anticipates investing approximately $1,827,000 to encourage redevelopment in the area over the lifetime of the TID. The district has facilitated significant redevelopment of a highly visible downtown location that includes a 62-unit apartment complex with commercial tenants on the ground floor. 0526-1040 Capital Project Continue debt payments Contact Information Potential expansion of COVID fund for DBE/MBE/WBE programs Continue maintenance of COVID fund for retaining businesses and jobs Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 237 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05261040 - TIF #16 - 100 BLOCK REDEVELOP 4102 - GENERAL PROPERTY TAX-CITY (131,529) (138,937) (131,500) (138,900) 5.63% 4237 - STATE AID-COMPUTER CREDIT 51 (564) - - 05261040 - TIF #16 - 100 BLOCK REDEV Total (131,478) (139,501) (131,500) (138,900) 5.63% Revenue Total (131,478) (139,501) (131,500) (138,900) 5.63% Expense 05261040 - TIF #16 - 100 BLOCK REDEVELOP 6431 - ADMIN / ENGINEERING FEE 65,000 - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 235,000 35,000 35,000 - -100.00% 6721 - INTEREST EXPENSE 9,410 840 900 - -100.00% 05261040 - TIF #16 - 100 BLOCK REDEV Total 309,560 35,990 36,100 200 -99.45% Expense Total 309,560 35,990 36,100 200 -99.45% Grand Total 178,082 (103,511) (95,400) (138,700) 45.39% 05261040 - TIF #16 - 100 BLOCK REDEVELOP 3/28/2023 11:19 AM Page 238 of 363 STRATEGIC PLAN GOALS 1 . . 2023 GOALS 1 Name EmailContact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #17 CITY CENTER REDEVELOPMENT MISSION STATEMENT TID #17 was created in 2001 in a blighted area near the former Park Plaza Mall to help offset rehabilitation costs for office space renovation. The developer agreed to cooperate with the City to allow for installation of a Riverwalk along the property. Public improvements to the property included streetscaping and installation of a bike path and pedestrian mall. 0530-1040 Capital Project 2022 ACCOMPLISHMENTS Support redevelopment opportunities throughout the city Continued debt payments Installation of signage along the Riverwalk Continue debt payments Page 239 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05301040 - TIF #17 - CITY CENTER REDEV 4102 - GENERAL PROPERTY TAX-CITY (274,315) (291,915) (274,300) (291,900) 6.42% 4237 - STATE AID-COMPUTER CREDIT (56,714) (52,522) - (5,600) 5302 - PROCEEDS FROM ISSUE OF BONDS (1,380,000) - - - 05301040 - TIF #17 - CITY CENTER REDEV Total (1,711,029) (344,436) (274,300) (297,500) 8.46% Revenue Total (1,711,029) (344,436) (274,300) (297,500) 8.46% Expense 05301040 - TIF #17 - CITY CENTER REDEV 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 1,575,000 295,000 320,000 285,000 -10.94% 6721 - INTEREST EXPENSE 71,153 69,268 54,300 57,300 5.52% 05301040 - TIF #17 - CITY CENTER REDEV Total 1,646,303 364,418 374,500 342,500 -8.54% Expense Total 1,646,303 364,418 374,500 342,500 -8.54% Grand Total (64,727) 19,981 100,200 45,000 -55.09% 05301040 - TIF #17 - CITY CENTER REDEV 3/28/2023 11:21 AM Page 240 of 363 1 2 2022 ACCOMPLISHMENTS . 1 2 Name EmailContact Information Additional land sales Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #18 SW INDUSTRIAL PARK EXPANSION MISSION STATEMENT TID #18 was created in 2002 to fund the infrastructure for expansion of the Southwest Industrial Park. The expansion area is approximately 178 acres and borders Highway 91 to the south and the Wisconsin and Southern Railroads to the north. The City anticipates investing $4,000,000 for roads, sewer, and utilities to make the available parcels in the park "development ready" for businesses. 0532-1040 Capital Project STRATEGIC PLAN GOALS 2023 GOALS Develop infrastructure needed to support business and residential development Continue to support business retention and expansion, attraction, and entrepreneurship Continued debt payments Continue debt payments Page 241 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05321040 - TIF #18 - SW IND PARK EXP 4102 - GENERAL PROPERTY TAX-CITY (518,719) (523,585) (518,700) (523,600) 0.94% 4237 - STATE AID-COMPUTER CREDIT (104,461) (54,240) (103,000) (52,700) -48.83% 05321040 - TIF #18 - SW IND PARK EXP Total (623,180) (577,825) (621,700) (576,300) -7.30% Revenue Total (623,180) (577,825) (621,700) (576,300) -7.30% Expense 05321040 - TIF #18 - SW IND PARK EXP 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 315,000 115,000 115,000 40,000 -65.22% 6721 - INTEREST EXPENSE 16,313 6,225 6,200 2,400 -61.29% 05321040 - TIF #18 - SW IND PARK EXP Total 331,463 121,375 121,400 42,600 -64.91% Expense Total 331,463 121,375 121,400 42,600 -64.91% Grand Total (291,717) (456,450) (500,300) (533,700) 6.68% 05321040 - TIF #18 - SW IND PARK EXP 3/28/2023 11:21 AM Page 242 of 363 1 2 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information TID #19 NW INDUSTRIAL PARK EXPANSION MISSION STATEMENT TID #19 was created in 2003 to fund infrastructure costs for expansion of the Northwest Industrial Park. The expansion area is approximately 54 acres and is bordered on the south by Snell Road and bordered on the west by Vinland Street. The City anticipates investing $3,000,000 for land acquisition, roads, sewer, and utilities to make the available parcels in the park "development ready" for businesses. 0528-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued debt payments Continue debt payments Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 243 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05281040 - TIF #19 - NW IND PARK EXP 4102 - GENERAL PROPERTY TAX-CITY (251,369) (256,858) (251,400) (256,900) 2.19% 4237 - STATE AID-COMPUTER CREDIT (42,382) (25,259) - (18,200) 5302 - PROCEEDS FROM ISSUE OF BONDS - - - - 05281040 - TIF #19 - NW IND PARK EXP Total (293,751) (282,117) (251,400) (275,100) 9.43% Revenue Total (293,751) (282,117) (251,400) (275,100) 9.43% Expense 05281040 - TIF #19 - NW IND PARK EXP 6401 - PS - ENGINEER/SURVEY/APPRAISAL 5,700 290 6,000 - -100.00% 6431 - ADMIN / ENGINEERING FEE 80,000 52,403 60,000 60,000 0.00% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 70,000 70,000 70,000 30,000 -57.14% 6721 - INTEREST EXPENSE 5,100 3,200 3,200 900 -71.88% 7216 - LAND IMPROVEMENT - - - - 05281040 - TIF #19 - NW IND PARK EXP Total 160,950 126,043 139,400 91,100 -34.65% Expense Total 160,950 126,043 139,400 91,100 -34.65% Grand Total (132,801) (156,074) (112,000) (184,000) 64.29% 05281040 - TIF #19 - NW IND PARK EXP 3/28/2023 11:20 AM Page 244 of 363 STRATEGIC PLAN GOALS 1 . . 1 2 Name EmailContact Information Start design work for Riverwalk along north/south segment of Pioneer Drive TID #20 SOUTH SHORE REDEVELOPMENT MISSION STATEMENT TID #20 was created in 2005 to redevelop a large blighted area along the south side of the Fox River. It 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 been acquired and lands are being assembled for future redevelopment. 0534-1040 Capital Project 2022 ACCOMPLISHMENTS 2023 GOALS Support redevelopment opportunities throughout the city Completed construction of Riverwalk along Pioneer Drive Private developer started redevelopment of 43 E. 7th Ave. site Support redevelopment in the South Shore Redevelopment Area Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 245 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05341040 - TIF #20 - SOUTH SHORE REDEV 4236 - STATE AID-OTHER (45,000) - - - 4237 - STATE AID-COMPUTER CREDIT (1,049) (1,049) - - 4920 - RENTAL REVENUE - - - - 05341040 - TIF #20 - SOUTH SHORE REDEV Total (46,049) (1,049) - - Revenue Total (46,049) (1,049) - - Expense 05341040 - TIF #20 - SOUTH SHORE REDEV 6401 - PS - ENGINEER/SURVEY/APPRAISAL 3,768 - 10,000 - -100.00% 6431 - ADMIN / ENGINEERING FEE - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6455 - UTILITY EXPENSE 385 - - - 6702 - PRINCIPAL-BONDS 1,800,000 235,000 255,000 235,000 -7.84% 6721 - INTEREST EXPENSE 64,048 65,888 57,600 54,900 -4.69% 7216 - LAND IMPROVEMENT 21,680 33,319 2,142,546 - -100.00% 7470 - TSF TO OTHER 324 171 - - 05341040 - TIF #20 - SOUTH SHORE REDEV Total 1,890,354 334,528 2,465,346 290,100 -88.23% Expense Total 1,890,354 334,528 2,465,346 290,100 -88.23% Grand Total 1,844,305 333,480 2,465,346 290,100 -88.23% 05341040 - TIF #20 - SOUTH SHORE REDEV 3/28/2023 11:22 AM Page 246 of 363 1 2 . . 1 2 Name Email Continue paygo payments Kelly Nieforth knieforth@ci.oshkosh.wi.usContact Information Continue debt payments TID #21 FOX RIVER CORRIDOR 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 the City anticipates investing approximately $4,400,000 over the lifetime of the TID for property acquisition, site clearance, infrastructure improvements, environmental remediation, site preparation, trail system and seawall improvements, docking facilities, and potential developer assistance to encourage redevelopment in the area. 0536-1040 Capital Project STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued paygo payments Continued debt payments Page 247 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05361040 - TIF #21 - FOX RIVER CORRIDOR 4102 - GENERAL PROPERTY TAX-CITY (443,009) (472,923) (443,000) (472,900) 6.75% 4237 - STATE AID-COMPUTER CREDIT 2,068 - - - 4943 - SALE OF LAND - - - - 5302 - PROCEEDS FROM ISSUE OF BONDS - - - - 05361040 - TIF #21 - FOX RIVER CORR Total (440,941) (472,923) (443,000) (472,900) 6.75% Revenue Total (440,941) (472,923) (443,000) (472,900) 6.75% Expense 05361040 - TIF #21 - FOX RIVER CORRIDOR 6401 - PS - ENGINEER/SURVEY/APPRAISAL 1,730 30 1,500 - -100.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 60,819 65,071 65,000 75,000 15.38% 6431 - ADMIN / ENGINEERING FEE - 65,504 75,000 75,000 0.00% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 85,000 100,000 100,000 100,000 0.00% 6721 - INTEREST EXPENSE 38,321 24,950 25,000 23,000 -8.00% 7216 - LAND IMPROVEMENT - - 620,000 - -100.00% 05361040 - TIF #21 - FOX RIVER CORR Total 186,020 255,705 886,700 273,200 -69.19% Expense Total 186,020 255,705 886,700 273,200 -69.19% Grand Total (254,921) (217,218) 443,700 (199,700) -145.01% 05361040 - TIF #21 - FOX RIVER CORRIDOR 3/28/2023 11:23 AM Page 248 of 363 1 2 . . 1 2 Name EmailContact Information Start construction of Lycon and Illinois Cement private developments Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #23 SW INDUSTRIAL PARK EXPANSION MISSION STATEMENT TID #23 was created in 2010 to assist with continued development of the Southwest Industrial Park. The district is approximately 266 acres and is located south of 20th Avenue, north of State Highway 91, and west of South Oakwood Road on both sides of Clairville Road. The City anticipates investing $8,450,000 for land acquisition, roads, sewer, and utilities to make the available parcels in the park "development ready" for businesses. 0540-1040 Capital Project STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continue to market and sell land Completed the construction of the new street into the park Continue to market and sell land Page 249 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05401040 - TIF #23 - SW IND PARK EXP 4102 - GENERAL PROPERTY TAX-CITY - (20,455) - (20,500) 4236 - STATE AID-OTHER - - - - 4943 - SALE OF LAND - - - - 4966 - OTHER REIMBURSEMENTS - - - - 5299 - TSF FROM OTHER FUNDS - - - - 5302 - PROCEEDS FROM ISSUE OF BONDS - - - - 5304 - PROCEEDS FROM ISSUE OF NOTES - - - - 05401040 - TIF #23 - SW IND PARK EXP Total - (20,455) - (20,500) Revenue Total - (20,455) - (20,500) Expense 05401040 - TIF #23 - SW IND PARK EXP 6401 - PS - ENGINEER/SURVEY/APPRAISAL 600 - 5,000 - -100.00% 6404 - PS - MISC CONSULTING / STUDIES - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 500,191 491,764 491,800 493,600 0.37% 6721 - INTEREST EXPENSE 92,414 76,088 76,100 65,800 -13.53% 7216 - LAND IMPROVEMENT - - - - 05401040 - TIF #23 - SW IND PARK EXP Total 593,355 568,002 573,100 559,600 -2.36% Expense Total 593,355 568,002 573,100 559,600 -2.36% Grand Total 593,355 547,547 573,100 539,100 -5.93% 05401040 - TIF #23 - SW IND PARK EXP 3/28/2023 12:02 PM Page 250 of 363 STRATEGIC PLAN GOALS 1 2022 ACCOMPLISHMENTS . Name Email TID #24 OSHKOSH CORPORATION E-COAT MISSION STATEMENT TID #24 was created in 2010 to assist with redevelopment of the area, including a 150,000 square foot E-Coat facility utilized by Oshkosh Corporation in fulfillment of a $3,000,000,000 defense contract. The 80-acre district is located around 333 West 29th Avenue, generally bounded by West Waukau Avenue on the south and Hughes Street on the west and north. The City anticipates investing $8,000,000 of development assistance over the lifetime of the TID for construction of the facility. 0520-1040 Capital Project Contact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us Continue to support business retention and expansion, attraction, and entrepreneurship Continued paygo payment 2023 GOALS Continue paygo payment1 Page 251 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05201040 - TIF #24 - OSHKOSH CORPORATION 4102 - GENERAL PROPERTY TAX-CITY (289,257) (241,995) (289,300) (242,000) -16.35% 4237 - STATE AID-COMPUTER CREDIT (7,779) (8,693) - - 05201040 - TIF #24 - OSHKOSH CORP Total (297,036) (250,688) (289,300) (242,000) -16.35% Revenue Total (297,036) (250,688) (289,300) (242,000) -16.35% Expense 05201040 - TIF #24 - OSHKOSH CORPORATION 6412 - CONTRACTUAL AGREEMENT PYMNTS 284,280 236,278 284,000 250,000 -11.97% 6431 - ADMIN / ENGINEERING FEE - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05201040 - TIF #24 - OSHKOSH CORP Total 284,430 236,428 284,200 250,200 -11.96% Expense Total 284,430 236,428 284,200 250,200 -11.96% Grand Total (12,607) (14,260) (5,100) 8,200 -260.78% 05201040 - TIF #24 - OSHKOSH CORPORATION 3/28/2023 11:18 AM Page 252 of 363 STRATEGIC PLAN GOALS 1 . . 1 2 Name Email Contact Information Potential paygo payment for 2023 Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #25 CITY CENTER HOTEL MISSION STATEMENT TID #25 was created in 2012 to assist with redevelopment of the City Center Hotel and for Riverwalk completion. The 1.3 acre district is generally located west of Main Street, south of Ceape Avenue, and north of the Fox River. The City anticipates investing approximately $4,600,000 over the lifetime of the TID for development assistance and development of the Riverwalk with associated boat docking facilities. 0502-1040 Capital Project 2022 ACCOMPLISHMENTS 2023 GOALS Support redevelopment opportunities throughout the city Continued debt payments Paygo payment for 2022 Continue debt payments Page 253 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05021040 - TIF #25 - CITY CENTER HOTEL 4102 - GENERAL PROPERTY TAX-CITY (251,249) (263,829) (251,200) (263,800) 5.02% 4237 - STATE AID-COMPUTER CREDIT (10,602) (7,674) - (4,300) 05021040 - TIF #25 - CITY CENTER HOTEL Total (261,851) (271,504) (251,200) (268,100) 6.73% Revenue Total (261,851) (271,504) (251,200) (268,100) 6.73% Expense 05021040 - TIF #25 - CITY CENTER HOTEL 6412 - CONTRACTUAL AGREEMENT PYMNTS - 13,261 250,000 - -100.00% 6431 - ADMIN / ENGINEERING FEE - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 241,108 247,807 247,800 - -100.00% 6721 - INTEREST EXPENSE 13,445 6,815 6,800 - -100.00% 05021040 - TIF #25 - CITY CENTER HOTEL Total 254,703 268,033 504,800 200 -99.96% Expense Total 254,703 268,033 504,800 200 -99.96% Grand Total (7,148) (3,471) 253,600 (267,900) -205.64% 05021040 - TIF #25 - CITY CENTER HOTEL 3/28/2023 11:07 AM Page 254 of 363 1 2 . . . 2023 GOALS 1 Name EmailContact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us Continue to market and lease/sell land Working with the airport and GOEDC staff to market the available sites TID #26 AVIATION BUSINESS PARK MISSION STATEMENT TID #26 was created in 2013 to facilitate the creation and development of an industrial park promoting aviation related industrial development. The 80.93 acre district is located in the area near and adjacent to the Wittman Regional Airport. The City anticipates investing approximately $4,500,000 over the lifetime of the TID for infrastructure improvements. Winnebago County purchased the land adjoining the airport. 0504-1040 Capital Project STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued to market and lease/sell land Installed signage at park Page 255 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05041040 - TIF #26 - AVIATION BUS PARK 4920 - RENTAL REVENUE - - - - 05041040 - TIF #26 - AVIATION BUS PARK Total - - - - Revenue Total - - - - Expense 05041040 - TIF #26 - AVIATION BUS PARK 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 380,265 390,722 390,700 401,500 2.76% 6721 - INTEREST EXPENSE 32,243 21,786 21,800 11,000 -49.54% 05041040 - TIF #26 - AVIATION BUS PARK Total 412,658 412,658 412,700 412,700 0.00% Expense Total 412,658 412,658 412,700 412,700 0.00% Grand Total 412,658 412,658 412,700 412,700 0.00% 05041040 - TIF #26 - AVIATION BUS PARK 3/28/2023 11:08 AM Page 256 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #27 NORTH MAIN STREET INDUSTRIAL PARK MISSION STATEMENT TID #27 was created in 2014 for the retention and creation of jobs through redevelopment and expansion of Bemis Healthcare Packaging (now Amcor) at 3500 North Main Street. The district is approximately 231 acres and will facilitate the creation and development of regional stormwater management to minimize the amount of onsite stormwater retention needs and promote industrial development. The City anticipates investing approximately $6,200,000 over the lifetime of the TID for development assistance and public infrastructure improvements including storm sewer, stormwater detention basins, relocation of utilities, and waterway improvements. 0508-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued paygo payment 2023 GOALS Continue paygo payment1 Page 257 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05081040 - TIF #27 - N MAIN ST IND PARK 4102 - GENERAL PROPERTY TAX-CITY (191,728) (220,252) (191,700) (220,300) 14.92% 4237 - STATE AID-COMPUTER CREDIT (81,851) (55,745) - (26,700) 05081040 - TIF #27 - N MAIN ST IND PK Total (273,579) (275,996) (191,700) (247,000) 28.85% Revenue Total (273,579) (275,996) (191,700) (247,000) 28.85% Expense 05081040 - TIF #27 - N MAIN ST IND PARK 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6412 - CONTRACTUAL AGREEMENT PYMNTS 2,467 - 23,600 23,000 -2.54% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05081040 - TIF #27 - N MAIN ST IND PK Total 2,617 150 23,800 23,200 -2.52% Expense Total 2,617 150 23,800 23,200 -2.52% Grand Total (270,962) (275,846) (167,900) (223,800) 33.29% 05081040 - TIF #27 - N MAIN ST IND PARK 3/28/2023 11:10 AM Page 258 of 363 STRATEGIC PLAN GOALS 1 2022 ACCOMPLISHMENTS . Name Email Contact Information TID #28 BEACH BUILDING REDEVELOPMENT MISSION STATEMENT TID #28 was created in 2016 for redevelopment and renovation of the Orville Beach building for commercial and residential uses. The 1.69 acre district is located at 240 Algoma Boulevard. The City anticipates investing approximately $3,300,000 in development incentives over the lifetime of the TID. 0510-1040 Capital Project Support redevelopment opportunities throughout the city Continued paygo payment Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payment1 Page 259 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05101040 - TIF #28 - BEACH BUILDING 4102 - GENERAL PROPERTY TAX-CITY (47,092) (51,096) (47,100) (51,100) 8.49% 4237 - STATE AID-COMPUTER CREDIT 191 - - - 05101040 - TIF #28 - BEACH BUILDING Total (46,901) (51,096) (47,100) (51,100) 8.49% Revenue Total (46,901) (51,096) (47,100) (51,100) 8.49% Expense 05101040 - TIF #28 - BEACH BUILDING 6412 - CONTRACTUAL AGREEMENT PYMNTS 37,887 40,535 47,800 50,000 4.60% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05101040 - TIF #28 - BEACH BUILDING Total 38,037 40,685 48,000 50,200 4.58% Expense Total 38,037 40,685 48,000 50,200 4.58% Grand Total (8,865) (10,411) 900 (900) -200.00% 05101040 - TIF #28 - BEACH BUILDING 3/28/2023 11:12 AM Page 260 of 363 1 2 3 2022 ACCOMPLISHMENTS . Name Email Contact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #29 MORGAN DISTRICT MISSION STATEMENT TID #29 is a 36-acre blighted area district located on the south side of the Fox River and the general area of Oregon Street and Sixth Avenue. The district was created in 2016 to facilitate a 27 acre $55,000,000 redevelopment project consisting of residential, commercial, and retail uses. The City anticipates investing approximately $38,800,000 over the lifetime of the TID for development incentives and Riverwalk and public infrastructure improvements. 0512-1040 Capital Project Support redevelopment opportunities throughout the city STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development The developers continue to work with the City on potential developments 2023 GOALS Continue to support the owners on redevelopment of the site1 Page 261 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05121040 - TIF #29 MORGAN DISTRICT 4102 - GENERAL PROPERTY TAX-CITY (6,882) (9,510) (9,500) (9,500) 0.00% 4237 - STATE AID-COMPUTER CREDIT 14 - - - 05121040 - TIF #29 MORGAN DISTRICT Total (6,868) (9,510) (9,500) (9,500) 0.00% Revenue Total (6,868) (9,510) (9,500) (9,500) 0.00% Expense 05121040 - TIF #29 MORGAN DISTRICT 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05121040 - TIF #29 MORGAN DISTRICT Total 150 150 200 200 0.00% Expense Total 150 150 200 200 0.00% Grand Total (6,718) (9,360) (9,300) (9,300) 0.00% 05121040 - TIF #29 MORGAN DISTRICT 3/28/2023 11:13 AM Page 262 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information TID #30 WASHINGTON BUILDING MISSION STATEMENT TID #30 was created in 2016 to support the renovation of the Fraternal Reserve Association Building located at 105 Washington Avenue and the conversion of roughly 29,100 square feet of vacant commercial space to twenty residential apartment units. The district is approximately one acre in size and is located in downtown Oshkosh at the intersection of Washington and State Street. The City anticipates investing approximately $680,000 over the lifetime of the TID for rehabilitation, development incentives, and parking lot reconstruction. 0514-1040 Capital Project STRATEGIC PLAN GOALS Support redevelopment opportunities throughout the city Develop infrastructure needed to support business and residential development Continued paygo payment Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payment1 Page 263 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05141040 - TIF #30 WASHINGTON BUILDING 4102 - GENERAL PROPERTY TAX-CITY (46,595) (50,603) (46,600) (50,600) 8.58% 4237 - STATE AID-COMPUTER CREDIT 158 - - - 4966 - OTHER REIMBURSEMENTS - - - - 05141040 - TIF #30 WASHINGTON BLDG Total (46,437) (50,603) (46,600) (50,600) 8.58% Revenue Total (46,437) (50,603) (46,600) (50,600) 8.58% Expense 05141040 - TIF #30 WASHINGTON BUILDING 6412 - CONTRACTUAL AGREEMENT PYMNTS 30,833 32,988 33,000 45,000 36.36% 6431 - ADMIN / ENGINEERING FEE - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05141040 - TIF #30 WASHINGTON BLDG Total 30,983 33,138 33,200 45,200 36.14% Expense Total 30,983 33,138 33,200 45,200 36.14% Grand Total (15,454) (17,465) (13,400) (5,400) -59.70% 05141040 - TIF #30 WASHINGTON BUILDING 3/28/2023 11:14 AM Page 264 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information TID #31 BUCKSTAFF REDEVELOPMENT MISSION STATEMENT TID #31 was created in 2017 to facilitate the construction of a privately owned sports and event arena and the associated public infrastructure improvements required to support the arena. The district is an 8.77-acre blighted area located east of South Main Street between East 11th Avenue and East South Park Avenue. The City anticipates investing approximately $7,342,000 over the lifetime of the TID to facilitate construction of the arena and associated public infrastructure improvements including street and utility improvements, environmental remediation, foundation work required due to soil conditions, and stormwater management. Fox Valley Pro Basketball, Inc. is responsible for onsite private development costs as well as the cost of public infrastructure improvements required in the right-of-way to serve the site and arena. 0516-1040 Capital Project STRATEGIC PLAN GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Continued paygo payment Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payment1 Page 265 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05161040 - TIF # 31 BUCKSTAFF REDEVELOPMENT 4102 - GENERAL PROPERTY TAX-CITY (492,607) (523,189) (492,600) (523,200) 6.21% 4263 - GRANTS - STATE - - - - 5304 - PROCEEDS FROM ISSUE OF NOTES - - - - 05161040 - TIF # 31 BUCKSTAFF REDEV Total (492,607) (523,189) (492,600) (523,200) 6.21% Revenue Total (492,607) (523,189) (492,600) (523,200) 6.21% Expense 05161040 - TIF # 31 BUCKSTAFF REDEVELOPMENT 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6403 - PS - LEGAL/ATTORNEY FEES 815 - 5,000 5,000 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 447,880 541,831 470,000 500,000 6.38% 6417 - 3RD PARTY CONTRACTED SERVICE (28,046) - - - 6431 - ADMIN / ENGINEERING FEE - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS 8,278 - 8,600 9,000 4.65% 6721 - INTEREST EXPENSE 4,975 - 4,600 4,300 -6.52% 7480 - TSF TO CONTRACT CONTROL - - - - 05161040 - TIF # 31 BUCKSTAFF REDEV Total 434,053 541,981 488,400 518,500 6.16% Expense Total 434,053 541,981 488,400 518,500 6.16% Grand Total (58,555) 18,792 (4,200) (4,700) 11.90% 05161040 - TIF # 31 BUCKSTAFF REDEVELOPMENT 3/28/2023 11:15 AM Page 266 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information TID #32 GRANARY REDEVELOPMENT MISSION STATEMENT TID #32 was created in 2017 to facilitate rehabilitation of the historic H.P. Schmidt Mill building, subsequently the site of the Granary restaurant and Blue Door Consulting. The district is a .45 acre district in need of rehabilitation or conservation located at the northeast corner and southwest corners of the intersection of West 6th Avenue and Nebraska Street. The City anticipates investing approximately $710,000 over the lifetime of the TID for development incentives and to facilitate rehabilitation of the mill structure and addition of a brewpub, restaurant, office, and parking lot. 0518-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Support redevelopment opportunities throughout the city Continued paygo payment Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payment1 Page 267 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05181040 - TIF #32 GRANARY REDEVELOPMENT 4102 - GENERAL PROPERTY TAX-CITY (13,572) (14,238) (13,600) (14,200) 4.41% 05181040 - TIF #32 GRANARY REDEV Total (13,572) (14,238) (13,600) (14,200) 4.41% Revenue Total (13,572) (14,238) (13,600) (14,200) 4.41% Expense 05181040 - TIF #32 GRANARY REDEVELOPMENT 6412 - CONTRACTUAL AGREEMENT PYMNTS 12,215 12,814 12,300 17,000 38.21% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05181040 - TIF #32 GRANARY REDEV Total 12,365 12,964 12,500 17,200 37.60% Expense Total 12,365 12,964 12,500 17,200 37.60% Grand Total (1,207) (1,274) (1,100) 3,000 -372.73% 05181040 - TIF #32 GRANARY REDEVELOPMENT 3/28/2023 11:16 AM Page 268 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information TID #33 LAMICO REDEVELOPMENT MISSION STATEMENT TID #33 was created in 2017 to assist with the removal of blighted and functionally obsolete structures from the Lamico complex and environmental remediation costs to allow for construction of "Annex 71," a 140-unit multi-family residential complex oriented towards student housing. The district is a 5.5 acre blighted area located on Marion Road opposite The Rivers Senior Living apartments. The City anticipates investing approximately $4,450,000 over the lifetime of the TID for development incentives, to facilitate clean up and redevelopment of the site, installation of cul-de-sacs on Dawes Street and Riverway Drive, and Riverwalk improvements. 0519-1040 Capital Project STRATEGIC PLAN GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Continued paygo payment Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payment1 Page 269 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05191040 - TIF# 33 LAMICO REDEVELOPMENT 4102 - GENERAL PROPERTY TAX-CITY (273,939) (292,437) (274,000) (292,400) 6.72% 05191040 - TIF# 33 LAMICO REDEV Total (273,939) (292,437) (274,000) (292,400) 6.72% Revenue Total (273,939) (292,437) (274,000) (292,400) 6.72% Expense 05191040 - TIF# 33 LAMICO REDEVELOPMENT 6403 - PS - LEGAL/ATTORNEY FEES - - - - 6412 - CONTRACTUAL AGREEMENT PYMNTS 205,454 219,328 206,000 230,000 11.65% 6431 - ADMIN / ENGINEERING FEE 4,587 - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05191040 - TIF# 33 LAMICO REDEV Total 210,191 219,478 206,200 230,200 11.64% Expense Total 210,191 219,478 206,200 230,200 11.64% Grand Total (63,747) (72,959) (67,800) (62,200) -8.26% 05191040 - TIF# 33 LAMICO REDEVELOPMENT 3/28/2023 11:17 AM Page 270 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #34 OSHKOSH CORP HEADQUARTERS MISSION STATEMENT TID #34 was created in 2018 to facilitate the construction of Oshkosh Corporation's global headquarters. The district is an industrial district comprised of 32.80 acres near Lakeshore Park. The City anticipates investing approximately $12,240,000 over the lifetime of the TID for development incentives and public infrastructure improvements. The project is expected to result in the retention of 450 jobs and the creation of up to 200 additional jobs over time. 0580-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued paygo payment 2023 GOALS Continue paygo payment1 Page 271 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05801040 - TIF #34 OSHKOSH CORP HEADQTRS 4102 - GENERAL PROPERTY TAX-CITY (1,055,889) (1,097,389) (1,055,900) (1,097,400) 3.93% 4236 - STATE AID-OTHER - - - - 4263 - GRANTS - STATE - - - - 05801040 - TIF #34 OSHKOSH CORP Total (1,055,889) (1,097,389) (1,055,900) (1,097,400) 3.93% Revenue Total (1,055,889) (1,097,389) (1,055,900) (1,097,400) 3.93% Expense 05801040 - TIF #34 OSHKOSH CORP HEADQTRS 6412 - CONTRACTUAL AGREEMENT PYMNTS 1,055,889 1,097,389 1,055,900 1,097,400 3.93% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05801040 - TIF #34 OSHKOSH CORP Total 1,056,039 1,097,539 1,056,100 1,097,600 3.93% Expense Total 1,056,039 1,097,539 1,056,100 1,097,600 3.93% Grand Total 150 150 200 200 0.00% 05801040 - TIF #34 OSHKOSH CORP HEADQTRS 3/28/2023 12:05 PM Page 272 of 363 1 2 . . 1 2 Name Email Contact Information Continue to promote private investment along the Oshkosh Avenue corridor Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #35 OSHKOSH AVE CORRIDOR MISSION STATEMENT TID #35 was created in 2018 to facilitate redevelopment along the Oshkosh Avenue corridor due to the construction of Oshkosh Corporation's global headquarters. The 65.56 acre district is in need of rehabilitation or conservation and is located along Oshkosh Avenue between Interstate 41 and the Fox River. The City anticipates investing approximately $12,250,000 over the lifetime of the TID for public infrastructure improvements. 0581-1040 Capital Project STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Continued to increase cash balance for Oshkosh Avenue corridor improvements Approved multiple commercial developments along Oshkosh Avenue Continue to increase cash balance for Oshkosh Avenue corridor improvements Page 273 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05811040 - TIF #35 OSHKOSH AVE CORRIDOR 4102 - GENERAL PROPERTY TAX-CITY (113,758) (307,351) (113,800) (307,400) 170.12% 4263 - GRANTS - STATE (638,160) - - - #DIV/0! 4952 - GIFTS & DONATIONS - - - - #DIV/0! 05811040 - TIF #35 OSHKOSH AVE CORR Total (751,917) (307,351) (113,800) (307,400) 170.12% Revenue Total (751,917) (307,351) (113,800) (307,400) 170.12% Expense #DIV/0! 05811040 - TIF #35 OSHKOSH AVE CORRIDOR #DIV/0! 6401 - PS - ENGINEER/SURVEY/APPRAISAL 30 - - - #DIV/0! 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 6702 - PRINCIPAL-BONDS - - 35,000 - -100.00% 6721 - INTEREST EXPENSE - - 21,600 - -100.00% 7216 - LAND IMPROVEMENT 19,320 6,980 29,631 - -100.00% 05811040 - TIF #35 OSHKOSH AVE CORR Total 19,500 7,130 86,431 200 -99.77% Expense Total 19,500 7,130 86,431 200 -99.77% Grand Total (732,418) (300,221) (27,369) (307,200) 1022.42% 05811040 - TIF #35 OSHKOSH AVE CORRIDOR 3/28/2023 12:05 PM Page 274 of 363 1 2 . . 1 2 Name Email Contact Information Phase 2 of construction completed, start on Phase 3 Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #36 MERGE REDEVELOPMENT MISSION STATEMENT TID #36 was created in 2019 to facilitate development of a mixed-use project consisting of 240 residential units and approximately 39,000 square feet of commercial space. The 5.82 acre blighted area district consists of three parcels owned by the Redevelopment Authority on Marion Road and Jackson Street. The City anticipates investing approximately $10,000,000 in development incentive principal and interest for Merge Urban Development Group. 0582-1040 Capital Project STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Merge Urban Development Group started Phase 2 of construction First paygo payment Continue paygo payment Page 275 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05821040 - TIF #36 MERGE REDEVELOPMENT 4102 - GENERAL PROPERTY TAX-CITY - (122,234) - (122,200) 05821040 - TIF #36 MERGE REDEV Total - (122,234) - (122,200) Revenue Total - (122,234) - (122,200) Expense 05821040 - TIF #36 MERGE REDEVELOPMENT 6401 - PS - ENGINEER/SURVEY/APPRAISAL 18,746 - - - 6403 - PS - LEGAL/ATTORNEY FEES - - - - 6412 - CONTRACTUAL AGREEMENT PYMNTS - 110,011 - 117,000 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05821040 - TIF #36 MERGE REDEV Total 18,896 110,161 200 117,200 58500.00% Expense Total 18,896 110,161 200 117,200 58500.00% Grand Total 18,896 (12,073) 200 (5,000) -2600.00% 05821040 - TIF #36 MERGE REDEVELOPMENT 3/28/2023 12:06 PM Page 276 of 363 1 2 2022 ACCOMPLISHMENTS . Name EmailContact Information TID #37 AVIATION PLAZA MISSION STATEMENT TID 37 was created in 2019 and consists of five parcels collectively referred to as the Aviation Plaza Center. The 27-acre district is located northwest of the intersection of West South Park Avenue and South Koeller Street abutting Interstate 41. Mineshaft Oshkosh LLC, Extreme Customs LLC, and Rogan's Shoes submitted a plan to redevelop the properties located within the district that included construction of the Mineshaft restaurant and family entertainment facility and renovation of the existing commercial building. A portion of the renovated building would continue to be occupied by Rogan's Shoes with the remainder occupied by Extreme Customs. The City anticipates investing approximately $4,840,000 over the lifetime of the TID for development incentives and public infrastructure improvements. 0583-1040 Capital Project STRATEGIC PLAN GOALS Continue to support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued paygo payments Kelly Nieforth knieforth@ci.oshkosh.wi.us 2023 GOALS Continue paygo payments1 Page 277 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05831040 - TIF #37 AVIATION PLAZA 4102 - GENERAL PROPERTY TAX-CITY (25,312) (211,852) (25,300) (211,900) 737.55% 05831040 - TIF #37 AVIATION PLAZA Total (25,312) (211,852) (25,300) (211,900) 737.55% Revenue Total (25,312) (211,852) (25,300) (211,900) 737.55% Expense 05831040 - TIF #37 AVIATION PLAZA 6401 - PS - ENGINEER/SURVEY/APPRAISAL 90 - - - 6403 - PS - LEGAL/ATTORNEY FEES 950 - - - 6412 - CONTRACTUAL AGREEMENT PYMNTS 22,784 190,667 228,300 210,000 -8.02% 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05831040 - TIF #37 AVIATION PLAZA Total 23,974 190,817 228,500 210,200 -8.01% Expense Total 23,974 190,817 228,500 210,200 -8.01% Grand Total (1,338) (21,035) 203,200 (1,700) -100.84% 05831040 - TIF #37 AVIATION PLAZA 3/28/2023 12:07 PM Page 278 of 363 1 2 2022 ACCOMPLISHMENTS . Name Email Contact Information Kelly Nieforth knieforth@ci.oshkosh.wi.us TIF #38 PIONEER REDEVELOPMENT MISSION STATEMENT TID 38 is a blighted 20-acre district created in 2019 for redevelopment of Pioneer Island, the adjacent Pioneer Marina, and the adjoining City and State-owned lands. The Pioneer Inn Resort was constructed and began operation on the island in 1965. In 2004, the resort owner partially demolished the existing hotel with plans to rebuild, but the resort closed in 2005 after those plans did not proceed. Since that time, the Pioneer Marina has continued to operate but the site has otherwise remained idle and underutilized. In 2019 the remaining portion of the resort building and other structures were razed. The City desires to see this high profile and currently blighted site redeveloped and will consider providing appropriate public investment in the project based on final approved development plans. Specific costs to be funded via this district will be determined at the time redevelopment plans are approved and will be set forth in accompanying development agreements. 0584-1040 Capital Project STRATEGIC PLAN GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Continued to work with potential developers 2023 GOALS Continue to work with potential developers 1 Page 279 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05841040 - TIF #38 PIONEER REDEVELOPMENT 4102 - GENERAL PROPERTY TAX-CITY (293) (4,118) - (4,100) 05841040 - TIF #38 PIONEER REDEV Total (293) (4,118) - (4,100) Revenue Total (293) (4,118) - (4,100) Expense 05841040 - TIF #38 PIONEER REDEVELOPMENT 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05841040 - TIF #38 PIONEER REDEV Total 150 150 200 200 0.00% Expense Total 150 150 200 200 0.00% Grand Total (143) (3,968) 200 (3,900) -2050.00% 05841040 - TIF #38 PIONEER REDEVELOPMENT 3/28/2023 12:07 PM Page 280 of 363 STRATEGIC PLAN GOALS 1 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information TID #39 CABRINI SCHOOL REDEVELOPMENT MISSION STATEMENT TID 39 was created in 2019 to support rehabilitation of the former St. Francis Cabrini School for use as low-income senior apartments. The proposed project for the 1.28 acre district includes construction of approximately 35 apartment units, 26 single car garage units, and surface parking. The project is financed with a combination of low-income housing tax credits, historic tax credits, CDBG funds, and development incentive. The City anticipates investing approximately $582,500 for development incentive and administrative expenses. 0585-1040 Capital Project Support redevelopment opportunities throughout the city Rehab of building completed and apartments opened Prepare for first paygo payment Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 281 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05851040 - TIF #39 CABRINI SCHOOL REDEV 4102 - GENERAL PROPERTY TAX-CITY - (11,629) - (11,600) 4520 - OTHER GENERAL FEES - - - - 05851040 - TIF #39 - CABRIN SCHL REDEV Total - (11,629) - (11,600) Revenue Total - (11,629) - (11,600) Expense 05851040 - TIF #39 CABRINI SCHOOL REDEV 6401 - PS - ENGINEER/SURVEY/APPRAISAL 120 - - - 6452 - LICENSE & PERMITS 150 150 200 200 0.00% 05851040 - TIF #39 - CABRIN SCHL REDEV Total 270 150 200 200 0.00% Expense Total 270 150 200 200 0.00% Grand Total 270 (11,479) 200 (11,400) -5800.00% 05851040 - TIF #39 CABRINI SCHOOL REDEV 3/28/2023 12:08 PM Page 282 of 363 1 2 2022 ACCOMPLISHMENTS . 1 2 Name Email Contact Information Start paygo payments Kelly Nieforth knieforth@ci.oshkosh.wi.us TID #40 MILES KIMBALL REDEVELOPMENT MISSION STATEMENT TID #40 was created in 2021 to facilitate the rehabilitation and conservation of a 24,660 square foot industrial building that was constructed in 1904 and later utilized by the Miles Kimball company. The existing structure will be redeveloped for use as a 28-unit market rate multi-family building. The 0.83 acre district is located at the northwest corner of West 9th Avenue and South Main Street. The City anticipates investing approximately $1,834,000 over the lifetime of the TID for development incentives and any required public improvements. 0586-1040 Capital Project STRATEGIC PLAN GOALS 2023 GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Started rehabilitation of building and site Complete rehab of building and site Page 283 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Expense 05861040 - TIF #40 MILES KIMBALL REDEVEL 6401 - PS - ENGINEER/SURVEY/APPRAISAL 12,316 30 - - 6403 - PS - LEGAL/ATTORNEY FEES 5,508 - - - 6452 - LICENSE & PERMITS 1,000 150 200 200 05861040 - TIF# 40 MILES KIMBALL REDEV Total 18,824 180 200 200 0.00% Expense Total 18,824 180 200 200 0.00% Grand Total 18,824 180 200 200 0.00% 05861040 - TIF #40 MILES KIMBALL REDEVEL 3/28/2023 12:08 PM Page 284 of 363 1 2 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information TID #41 SMITH SCHOOL REDEVELOPMENT MISSION STATEMENT TIF #41 was created in 2021 to facilitate the rehabilitation of the former Smith Elementary School structure located at 1745 Oregon Street for use as low-income apartments. The City anticipates investing approximately $1,647,000 over the lifetime of the TID for development incentives and administrative costs. 0587-1040 Capital Project STRATEGIC PLAN GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Started rehab of former school into low income apartments Complete construction of low income apartments Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 285 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Expense 05871040 - TIF #41 SMITH SCHOOL REDEVELOP 6401 - PS - ENGINEER/SURVEY/APPRAISAL 10,500 30 - - 6403 - PS - LEGAL/ATTORNEY FEES 1,782 950 - 1,000 6412 - CONTRACTUAL AGREEMENT PYMNTS - 217 - - 6452 - LICENSE & PERMITS - 1,000 - 200 05871040 - TIF# 41 SMITH SCHL REDEV Total 12,282 2,197 - 1,200 Expense Total 12,282 2,197 - 1,200 Grand Total 12,282 2,197 - 1,200 05871040 - TIF #41 SMITH SCHOOL REDEVELOP 3/28/2023 12:09 PM Page 286 of 363 1 2 2022 ACCOMPLISHMENTS . 2023 GOALS 1 Name EmailContact Information TID #42 MORGAN CROSSING PHASE II MISSION STATEMENT TID #42 was created in 2022 to facilitate the construction of a 5-story 83-unit multi-family building located at the southwest corner of Pearl Avenue and Riverway Drive. The City anticipates investing approximately $2,467,000 over the lifetime of the TID for development incentives, public infrastructure, interest expense related to projected advances, and administrative costs. 0588-1040 Capital Project STRATEGIC PLAN GOALS Develop infrastructure needed to support business and residential development Support redevelopment opportunities throughout the city Complete Development Agreement Start construction of apartment building Kelly Nieforth knieforth@ci.oshkosh.wi.us Page 287 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05881040 - TIF #42 MORGAN CROSSING II 4520 - OTHER GENERAL FEES - (18,500) - - 05881040 - TIF #42 MORGAN CRSNG II Total - (18,500) - - Revenue Total - (18,500) - - Expense 05881040 - TIF #42 MORGAN CROSSING II 6403 - PS - LEGAL/ATTORNEY FEES - 5,700 - 5,000 6404 - PS - MISC CONSULTING / STUDIES - 13,425 25,000 - -100.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS - 1,200 18,500 - -100.00% 6452 - LICENSE & PERMITS - 1,000 - 200 05881040 - TIF #42 MORGAN CRSNG II Total - 21,325 43,500 5,200 -88.05% Expense Total - 21,325 43,500 5,200 -88.05% Grand Total - 2,825 43,500 5,200 -88.05% 05881040 - TIF #42 MORGAN CROSSING II 3/28/2023 12:09 PM Page 288 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 04010074 - MUNICIPAL DEBT SERVICE Revenue 4102 - GENERAL PROPERTY TAX-CITY (11,160,200) (12,733,500) (12,733,500) (13,277,100) 4.27% 4908 - INTEREST-OTHER INVESTMENTS (56,468) (202,469) (110,000) (100,000) -9.09% 5299 - TSF FROM OTHER FUNDS - - - (2,000,000) 5302 - PROCEEDS FROM ISSUE OF BONDS (3,363,156) (9,643,000) - - 5304 - PROCEEDS FROM ISSUE OF NOTES - (4,766,500) - - 5306 - REFUNDING PROCEEDS - - - - 5310 - PREMIUM/GAIN ON DEBT REFINANCE (1,359,654) (1,735,824) - - Revenue Total (15,939,477) (29,081,293) (12,843,500) (15,377,100) 19.73% Expense 6465 - BANK FEES 15 - - 100 6702 - PRINCIPAL-BONDS 9,440,000 5,365,000 5,215,000 5,915,000 13.42% 6705 - PRINCIPAL-NOTES 4,488,950 4,516,098 4,861,100 5,317,300 9.38% 6721 - INTEREST EXPENSE 2,713,331 2,672,675 2,665,600 4,127,600 54.85% 6725 - BOND DISCOUNT & COST 117,326 538,255 - 120,000 6729 - BOND ISSUE 177,630 158,345 - 135,000 6730 - BOND SERVICE FEES 3,850 7,300 - 5,000 7470 - TSF TO OTHER - 13,950,900 - - 7480 - TSF TO CONTRACT CONTROL - - - - Expense Total 16,941,103 27,208,573 12,741,700 15,620,000 22.59% 04010074 - MUNICIPAL DEBT SERVICE Total 1,001,625 (1,872,720) (101,800) 242,900 -338.61% Grand Total 1,001,625 (1,872,720) (101,800) 242,900 -338.61% 04010074 - MUNICIPAL DEBT SERVICE 3/28/2023 10:50 AM Page 289 of 363 10/12/2022 Page 360 REVENUES ACCOUNT #DESCRIPTION ABATEMENTS 4102 GENERAL PROPERTY TAX-CITY 15,520,000 5261 TSF FROM DOWNTOWN REDEVLOPMENT 241,700 5270 TSF FROM IND DEVEL BONDS/NOTES 40,300 5272 TSF FROM PARKING BONDS 600 5273 TSF FROM SEWER BONDS 790,000 5274 TSF FROM TIF DISTRICTS 2,135,700 5275 TSF FROM WATER BONDS 497,800 5278 TSF FROM STORM BONDS 547,400 5283 TSF FROM SPECIAL ASSESSMENT 1,333,600 5299 TSF FROM OTHER FUNDS 39,500 2005 STFL NOTE PB LND, STFL, 5/31/05, 200K, #02005031.02 13,700 2,200 15,900 2010C GO REFUNDING BONDS, 2010C, 8/26/10, 12,620K 85,000 5,500 90,500 2011B G O TAXABLE REF BONDS 2011B, 3/16/11, 6,350k 235,000 5,500 240,500 2012A G O TAXABLE GO REF BONDS 2012A, 6/28/12, 5,595K 215,000 24,500 239,500 2013 STFL NOTE PB LND, STFL, 2/08/13, $2,000,000, #02013066.01 401,500 11,000 412,500 2013B G O BONDS 2013B, 12/4/13, 12,9,080K - ALL TO GENERAL 435,000 206,800 641,800 2013C G O PROM NOTES 2013C, 12/4/13, 1,690K-GENERAL & LIBRARY 190,000 5,700 195,700 2014B G O BONDS 2014B, 11/05/14, 14,555K 1,395,000 175,900 1,570,900 2014C G O PROM NOTES 2014C, 11/5/14, 2,615K - ALL TO GENERAL 310,000 6,200 316,200 2015 STFL NOTE PB LND, STFL, 02/17/15, #02015047.01, TIF #23, #02015047.01 153,800 11,000 164,800 2015A G O TAXABLE GO REF BONDS, 2015A, 6/15/15, 18,750K 1,675,000 311,600 1,986,600 2015B G O PROM NOTES 2015B, 7/15/2015, 4,210K - ALL TO GENERAL 495,000 30,200 525,200 2016 STFL NOTE PB LND, STFL, 07/19/2016, #02016131.01, GEN & TIF #23 73,300 9,200 82,500 2016A G O BONDS, 2016A, 6/14/2016, 7,950K 210,000 96,200 306,200 2016B G O NOTES, 2016B, 6/14/2016, 4,700K 540,000 33,000 573,000 2016C G O REFUNDING BONDS, 2016C, 9,850K 450,000 199,400 649,400 2016H G O REFUNDING BONDS, 2016H, 6,890K GEN AND TID 23 475,000 116,000 591,000 2017 STFL NOTE PB LND 1,500K ISSD 8/17 #02017178.01 (CONVENTION CENTER)194,000 47,700 241,700 2017A G O BOND 5,440K ISSUED 7/17A 355,000 129,700 484,700 2017B G O NOTE 5,830K ISSUED 7/17B 645,000 69,700 714,700 2018A G O BOND 5,545K ISSUED 6/18A 285,000 142,600 427,600 2018B G O NOTES, 2018B, 6/28/2018, 5,895K 635,000 114,800 749,800 2018SBA MRO SBA Loan TIF 31 11/1/2018 9,000 4,300 13,300 2019A G O BOND 5,380K ISSUED 6/19A 300,000 148,200 448,200 2019B G O NOTE 15,820K ISSUED 6/19B - REFUNDED 2009A 7,285K 1,710,000 316,400 2,026,400 2020A G O BOND 10,425K ISSUED 2020A 7/2020 REFUND 2011C 800,000 197,300 997,300 2020B G O NOTES 7,290K ISSUED 2020B 7/2020 660,000 125,500 785,500 2021A G O BOND 8.660K ISSUED 2021A 6/2021 475,000 184,500 659,500 2021B G O NOTES 5.500K ISSUED 2021B 6/2021 715,000 91,800 806,800 2021F G O BONDS REFUND 2012B 6.320K ISSUED 2021F 11/2021 600,000 201,100 801,100 2022A G O BOND 21.360K ISSUED 2022A 7/2022 905,000 1,341,800 2,246,800 2022B G O NOTES 9.050K, ISSUED 2022B 07/2022 610,000 531,000 1,141,000 Page 290 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue ENTERPRISE FUNDS 05011020 - GRAND OPERA HOUSE - (1) - - 05031040 - OSHKOSH CONVENTION CENTRE (1,957,528) (2,467,061) (1,519,800) (2,080,900) 36.92% 05061040 - PARKING RAMP FUND (87,176) (107,992) (65,000) (85,000) 30.77% 05091717 - PARKING UTILITY (109,478) (108,641) (113,600) (117,500) 3.43% 05111728 - TRANSIT UTILITY (5,493,283) (6,625,482) (9,213,082) (5,896,900) -35.99% 05151040 - INDUSTRIAL PARKS FUND (26,584) (26,919) (100,000) - -100.00% 05411810 - WATER UTILITY ADMINISTRATION (15,654,900) (15,529,925) (16,690,700) (18,243,900) 9.31% 05511910 - SEWER UTILITY ADMINISTRATION (16,104,012) (16,428,835) (17,273,600) (17,963,500) 3.99% 05612010 - STORM WATER ADMINISTRATION (12,397,450) (13,015,364) (13,810,900) (13,540,000) -1.96% 05710720 - WEIGHTS & MEASURES (128,990) (127,665) (129,000) (126,770) -1.73% 05710750 - INSPECTION SERVICES (1,275,404) (1,390,472) (838,400) (1,068,400) 27.43% ENTERPRISE FUNDS Total (53,234,804) (55,828,359) (59,754,082) (59,122,870) -1.06% Revenue Total (53,234,804) (55,828,359) (59,754,082) (59,122,870) -1.06% Expense ENTERPRISE FUNDS 05011020 - GRAND OPERA HOUSE 23,119 31,746 38,864 34,800 -10.46% 05031040 - OSHKOSH CONVENTION CENTRE 1,568,766 1,991,338 1,868,900 2,198,970 17.66% 05061040 - PARKING RAMP FUND 11,804 25,106 69,400 321,000 362.54% 05091717 - PARKING UTILITY 208,667 227,821 275,500 226,900 -17.64% 05111728 - TRANSIT UTILITY 5,427,886 6,000,692 11,407,766 7,212,900 -36.77% 05151040 - INDUSTRIAL PARKS FUND 39,091 30,936 35,100 31,600 -9.97% 05411810 - WATER UTILITY ADMINISTRATION 6,513,943 7,139,297 6,901,900 7,014,700 1.63% 05411861 - SUPPLY EXPENSE/OPERATIONS 4,127 13,940 130,873 330,000 152.15% 05411862 - PUMPING 692,417 737,526 701,400 766,500 9.28% 05411863 - PUMPING EXPENSE-MAINTENANCE 242,954 285,040 281,100 297,100 5.69% 05411864 - WATER TREATMENT OPERATING 2,040,088 2,067,341 2,342,714 2,479,000 5.82% 05411865 - WATER TREATMENT MAINTENANCE 369,952 464,672 428,391 500,500 16.83% 05411866 - WATER DISTRIBUTION OPERATING 713,388 733,069 1,072,062 1,037,800 -3.20% 05411867 - WATER DISTRIBUTION MAINTENANCE 2,413,484 1,499,469 3,261,236 3,320,900 1.83% 05411890 - CUSTOMER ACCT OPERATING 463,310 486,433 514,200 492,900 -4.14% 05411892 - GENERAL & ADMIN OPERATING 302,432 520,818 2,109,800 1,670,200 -20.84% 05511910 - SEWER UTILITY ADMINISTRATION 288,405 335,763 201,000 250,000 24.38% 05511920 - INTERCEPTING 2,562,296 2,729,212 2,462,070 2,923,500 18.74% 05511930 - PUMPING STATIONS 829,043 791,870 874,647 976,000 11.59% 05511940 - DISPOSAL PLANT 3,842,713 4,136,001 4,555,328 4,492,000 -1.39% 05511941 - SOLID DISPOSAL 1,068,156 806,089 1,168,187 1,259,350 7.80% 05511945 - LABORATORY 131,790 142,809 142,600 148,900 4.42% 05511946 - MAINTENANCE 1,057,685 1,106,814 1,243,900 1,194,000 -4.01% 05511950 - GENERAL & ADMINISTRATIVE 3,175,561 3,527,329 2,866,300 3,115,900 8.71% 05511951 - METER READING 452,330 406,827 654,000 637,000 -2.60% 05511955 - PRETREATMENT PROGRAM 41,756 49,747 63,909 61,700 -3.46% 05612010 - STORM WATER ADMINISTRATION 2,595,501 2,941,165 3,063,900 2,755,500 -10.07% 05612020 - PROGRAM MANGEMENT 359,593 405,153 442,126 450,300 1.85% 05612030 - ENGINEERING & PLANNING 376,796 499,173 615,400 634,900 3.17% 05612040 - INSPECTIONS & ENFORCEMENT 83,157 73,738 86,600 90,500 4.50% 05612050 - OPERTATIONS & MAINTENANCE 3,858,120 3,841,186 4,207,353 4,937,700 17.36% 05710720 - WEIGHTS & MEASURES 78,021 107,316 102,800 91,600 -10.89% 05710750 - INSPECTION SERVICES 793,485 904,579 864,500 986,800 14.15% ENTERPRISE FUNDS Total 42,629,835 45,060,018 55,053,826 52,941,420 -3.84% 2023 Enterprise Funds - Revenues & Expenditures 3/29/2023 8:23 AM Page 291 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 2023 Enterprise Funds - Revenues & Expenditures Expense Total 42,629,835 45,060,018 55,053,826 52,941,420 -3.84% Grand Total (10,604,969) (10,768,341) (4,700,256) (6,181,450) 31.51% 3/29/2023 8:23 AM Page 292 of 363 1 2 3 . . . . . . 1 2 3 4 5 Name Email Grand Opera House Completed repairs and replacement of stage floor. Cleaned, stained and sealed the front steps and railings. Improve and Maintain our Infrastructure: Improve our City Facilities. Update and Improve our City Equipment. MISSION STATEMENT This budget allows Facilities Maintenance to coordinate oversight of the Grand Opera House building, grounds, and facility needs. 0501-1020 Enterprise and Utilities STRATEGIC PLAN GOALS Procured emergency generator and bid out project for contractor to install in summer, Addressed floor tile and ceiling fixture updates to basement restroom. Solicit bid for replacement of the lobby wheelchair lift and continue identified ADA improvements. Contact Information Jon Urben jurben@ci.oshkosh.wi.us Reviewed basement plumbing laterals w City Plumber and identifed next steps for improvement. Complete dressing room painting and consider LED lighting fixture updates for these Replace emergency generator. Cleaned out attic ducts to improve HVAC heating and cooling within main hall. Clean out & inspect basement lateral. Solicit bid for replacement dimmer rack components and lighting fixtures. 2022 ACCOMPLISHMENTS 2023 GOALS Page 293 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 05011020 - GRAND OPERA HOUSE Revenue 4102 - GENERAL PROPERTY TAX-CITY - - - - 4972 - MISCELLANEOUS REVENUE - (1) - - Revenue Total - (1) - - Expense 6416 - PREVENTATIVE MNTC CONTRACTS 12,844 8,787 18,764 15,000 -20.06% 6417 - 3RD PARTY CONTRACTED SERVICE - 10,801 5,000 5,000 0.00% 6450 - INSURANCE EXPENSE 9,700 11,600 13,000 12,700 -2.31% 6452 - LICENSE & PERMITS 400 - 400 400 0.00% 6529 - NON-INV - SUPPLIES 174 558 1,700 1,700 0.00% 7214 - BUILDINGS & BUILDING IMPRVMTS - - - - Expense Total 23,119 31,746 38,864 34,800 -10.46% 05011020 - GRAND OPERA HOUSE Total 23,119 31,745 38,864 34,800 -10.46% Grand Total 23,119 31,745 38,864 34,800 -10.46% 05011020 - GRAND OPERA HOUSE 3/28/2023 11:05 AM Page 294 of 363 1 2 3 . . . . 1 2 3 4 Name Email Complete installation of new main ballroom mezzanine air handler units. 2023 GOALS Began exploring replacement options for exterior electronic messaging system. Replaced boardroom television, pub tables, stage floors, storage carts and boardroom television. Convention Center Solicited bids for main ballroom mezzanine air handler unit replacements. Worked with staff and contractors to repair sanitary laterals from kitchen to Ceape Improve and Maintain our Infrastructure. Improve our City Facilities. Update and Improve our City Equipment. MISSION STATEMENT This fund is used to collect and distribute the Hotel/Motel Tax. In addition, this fund allows Facilities Maintenance to coordinate oversight of the Convention Center building & grounds. The Special Events coordinator expenses are paid from this fund. 0503-1040 Enterprise and Utilities 2022 ACCOMPLISHMENTS STRATEGIC PLAN GOALS Contact Information Jon Urben jurben@ci.oshkosh.wi.us Continue to address maintenance issues per City/Hotel Operator's Lease Agreement. Solicit bids for new exterior electronic messaging system. Continue to address identified ADA improvements for facility. Page 295 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Special Event Coordinator 1.00 1.00 1.00 TOTAL PERSONNEL 1.00 1.00 1.00 PERSONNEL POSITIONS CONVENTION CENTER (0503-1040) Page 296 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 05031040 - OSHKOSH CONVENTION CENTRE Revenue 4738 - SPEC EVENT APPLICATION FEE (2,535) (1,796) - (2,100) 4783 - HOTEL/MOTEL TAX (1,800,580) (2,337,753) (1,428,600) (1,990,000) 39.30% 4792 - MISC SERVICE REVENUES (55,268) (48,225) (29,000) (38,000) 31.03% 4972 - MISCELLANEOUS REVENUE (48,275) (28,417) (11,400) - -100.00% 5351 - AMORTIZATION OF CDBG GRANTS (50,870) (50,870) (50,800) (50,800) 0.00% Revenue Total (1,957,528) (2,467,061) (1,519,800) (2,080,900) 36.92% Expense 6102 - REGULAR PAY 62,345 64,305 63,700 64,700 1.57% 6302 - FICA - EMPLOYERS SHARE 4,345 4,448 4,700 4,700 0.00% 6304 - WISCONSIN RETIREMENT FUND 4,202 4,187 4,300 4,400 2.33% 6306 - HEALTH INSURANCE 18,415 22,100 18,800 21,900 16.49% 6307 - HEALTH INSURANCE ADMIN FEE 800 800 800 - -100.00% 6308 - DENTAL 1,356 1,358 1,400 1,400 0.00% 6310 - LIFE INSURANCE 69 72 100 70 -30.00% 6312 - INCOME CONTINUATION INSURANCE - - - - 6360 - GASB 74 75 OPEB EXPENSE 7,380 - 600 - -100.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6412 - CONTRACTUAL AGREEMENT PYMNTS 1,146,384 1,582,155 1,041,700 1,573,500 51.05% 6413 - CONTRACTUAL EMPLOYMENT - - 40,000 40,000 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 33 4,537 4,500 - -100.00% 6416 - PREVENTATIVE MNTC CONTRACTS 35,498 18,642 40,000 20,000 -50.00% 6417 - 3RD PARTY CONTRACTED SERVICE - 24,759 - 20,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT - 1,155 1,300 3,200 146.15% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 671 630 800 800 0.00% 6450 - INSURANCE EXPENSE 13,300 15,200 17,000 17,000 0.00% 6452 - LICENSE & PERMITS 20 - 100 - -100.00% 6454 - TELEPHONE / INTERNET SERVC 3,196 2,879 4,300 3,800 -11.63% 6455 - UTILITY EXPENSE 9,692 11,013 12,500 12,500 0.00% 6469 - UNCOLLECTIBLE ACCOUNTS 0 - - - 6520 - OFFICE SUPPLIES 361 196 500 1,100 120.00% 6529 - NON-INV - SUPPLIES 2,107 2,413 5,000 3,000 -40.00% 6550 - MINOR EQUIPMENT 11,354 9,401 - - 6612 - DEPRECIATION 176,273 181,467 165,000 165,000 0.00% 6702 - PRINCIPAL-BONDS - - 185,700 194,100 4.52% 6721 - INTEREST EXPENSE 70,965 39,619 56,100 47,800 -14.80% 7214 - BUILDINGS & BUILDING IMPRVMTS - - 200,000 - -100.00% Expense Total 1,568,766 1,991,338 1,868,900 2,198,970 17.66% 05031040 - OSHKOSH CONVENTION CENTRE Total (388,762) (475,723) 349,100 118,070 -66.18% Grand Total (388,762) (475,723) 349,100 118,070 -66.18% 05031040 - OSHKOSH CONVENTION CENTRE 3/28/2023 11:07 AM Page 297 of 363 1 2 3 . . . 1 2 3 Name EmailContact Information Jon Urben jurben@ci.oshkosh.wi.us Solicit bids to address 2023 planned repairs/updates identified in 10 year maintenance STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Addressed various maintenance issues per City/Hotel Operator's Lease Agreement. Continue to address maintenance issues per City/Hotel Operators Lease Agreement. Continue to address identified ADA improvements for the facility. Convention Center Parking Ramp Engaged engineering firm to update 10 year maintenance plan for the structure. Began addressing various painting projects and window repairs for the stairwells. Improve and Maintain our Infrastructure. Improve our City Facilities. Update and Improve our City Equipment. MISSION STATEMENT 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. 0506-1040 Enterprise and Utilities Page 298 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05061040 - PARKING RAMP FUND 4792 - MISC SERVICE REVENUES (87,176) (107,992) (65,000) (85,000) 30.77% 05061040 - PARKING RAMP FUND Total (87,176) (107,992) (65,000) (85,000) 30.77% Revenue Total (87,176) (107,992) (65,000) (85,000) 30.77% Expense 05061040 - PARKING RAMP FUND 6416 - PREVENTATIVE MNTC CONTRACTS 2,437 5,805 6,000 6,000 0.00% 6450 - INSURANCE EXPENSE 3,900 4,400 4,800 5,000 4.17% 6454 - TELEPHONE / INTERNET SERVC 200 202 300 300 0.00% 6455 - UTILITY EXPENSE 4,997 7,456 8,300 9,500 14.46% 6529 - NON-INV - SUPPLIES - 1,243 - 200 7214 - BUILDINGS & BUILDING IMPRVMTS 270 6,000 50,000 300,000 500.00% 05061040 - PARKING RAMP FUND Total 11,804 25,106 69,400 321,000 362.54% Expense Total 11,804 25,106 69,400 321,000 362.54% Grand Total (75,372) (82,885) 4,400 236,000 5263.64% 05061040 - PARKING RAMP FUND I:\Finance\Cubes\Live\Budget\2023 Budget\2023 Adopted Budget\0501-1060 Convention Center Parking Ramp Adopted Budget3/28/2023 11:06 AM Page 299 of 363 1 2 . . . 1 2 Name Email New Permit Software Contact Information Crack filling and maintenance of current parking lots Jim Collins jcollins@ci.oshkosh.wi.us Parking Utility Division 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. 0509-1717 Enterprise and Utilities STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and maintain infrastructure Support Economic Development Reconstruction of the 300 East Lot Mill and overlay with spot improvements of Fire Station 15 Mill, Overlay and spot improvement of the 400 West Parking Lot Page 300 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Account Clerk I 1.00 0.50 1.00 Account Clerk II 0.00 0.20 0.20 Account Clerk III 0.00 0.25 0.25 TOTAL PERSONNEL 1.00 0.95 1.45 PARKING UTILITY (0509-1717) PERSONNEL POSITIONS Page 301 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 05091717 - PARKING UTILITY Revenue 4742 - PARKING FORFEITURES-ADMIN (13,803) (12,905) (20,000) (20,000) 0.00% 4745 - PAY STATION - (4,952) (5,400) (3,900) -27.78% 4746 - OVERNIGHT PARKING PERMITS (28,714) (26,814) (25,000) (22,500) -10.00% 4748 - PARKING STICKERS (36,196) (41,890) (48,600) (48,600) 0.00% 4750 - BID DISTRICT (15,000) - - - 4759 - NINTH AVENUE LOT (199) - (200) - -100.00% 4764 - CONVENTION CENTER NORTH LOT (8,846) (12,240) (8,200) (12,500) 52.44% 4769 - OTTER ST LOT (6,720) (9,840) (6,200) (10,000) 61.29% Revenue Total (109,478) (108,641) (113,600) (117,500) 3.43% Expense 6102 - REGULAR PAY 28,432 35,563 36,800 37,700 2.45% 6104 - OVERTIME PAY - - - - 6302 - FICA - EMPLOYERS SHARE 2,078 2,572 2,700 2,700 0.00% 6304 - WISCONSIN RETIREMENT FUND 1,917 2,315 2,500 2,600 4.00% 6305 - WRS PENSION PRIOR SERVICE 1,433 1,433 1,400 1,400 0.00% 6306 - HEALTH INSURANCE 7,985 12,288 8,400 11,600 38.10% 6307 - HEALTH INSURANCE ADMIN FEE 800 800 800 - -100.00% 6308 - DENTAL 586 778 800 800 0.00% 6310 - LIFE INSURANCE 47 62 100 100 0.00% 6320 - OTHER BENEFITS (213) 379 - - 6350 - GASB 68 PENSION EXPEN (21,633) - 1,500 1,500 0.00% 6360 - GASB 74 75 OPEB EXPENSE 952 - - 1,000 6402 - PS - AUDIT 1,059 1,462 1,000 1,200 20.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 293 977 300 - -100.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT - 120 1,500 - -100.00% 6441 - RENTAL EXPENSE - - 5,200 5,200 0.00% 6454 - TELEPHONE / INTERNET SERVC 26,000 - 26,000 - -100.00% 6455 - UTILITY EXPENSE 30,577 39,444 25,800 26,300 1.94% 6520 - OFFICE SUPPLIES 249 1,579 3,100 3,100 0.00% 6529 - NON-INV - SUPPLIES 1,682 1,627 3,000 2,000 -33.33% 6540 - TRAFFIC/PAINT/SIGN MATERIAL - - 4,000 4,000 0.00% 6612 - DEPRECIATION 125,792 125,792 150,000 125,000 -16.67% 6721 - INTEREST EXPENSE 631 631 600 700 16.67% Expense Total 208,667 227,821 275,500 226,900 -17.64% 05091717 - PARKING UTILITY Total 99,190 119,180 161,900 109,400 -32.43% Grand Total 99,190 119,180 161,900 109,400 -32.43% 05091717 - PARKING UTILITY 3/28/2023 11:10 AM Page 302 of 363 1 2 3 . . . . 1 2 3 Name Email Procurement of 2 clean diesel and 2 hybrid heavy duty buses Update Transit Development Plan Construciton of Driver Comfort Station and Office Downtown Renovation of the Downtown Transit Center Contact Information Favorable Triennial Review Architecture and Engineering for Phase 2/Expansion of the Downtown Transit Center Jim Collins jcollins@ci.oshkosh.wi.us Transit Utility MISSION STATEMENT To provide reliable, affordable, and accessible public transportation options to support our community's mobility needs. 0511-1728 Enterprise and Utilities Improve quality of life assets STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and maintain infrastructure Support economic development Installed New Fuel Station Page 303 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Director of Transportation 1.00 1.00 1.00 Transit Operations Manager 1.00 1.00 1.00 Transit Operations Supervisor 1.00 1.00 1.00 Transport Mechanic & Maint. Mgr. 1.00 1.00 1.00 Lead Mechanic Transit 1.00 1.00 1.00 Transit Mechanics 2.00 2.00 2.00 Shop Laborer 1.00 1.00 1.00 Transit Operator Laborer 2.00 2.00 3.00 Administrative Assistant 1.00 1.00 1.00 Office Assitant 1.00 1.00 1.00 Regular Pay - Temp Employee 0.85 0.85 0.85 Transit Operators 18.00 18.00 18.00 Transit Operator Sign 1.00 1.00 1.00 TOTAL PERSONNEL 31.85 31.85 32.85 TRANSIT UTILITY (0511-1728) PERSONNEL POSITIONS Page 304 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 05111728 - TRANSIT UTILITY Revenue 4102 - GENERAL PROPERTY TAX-CITY (809,500) (809,500) (809,500) (809,500) 0.00% 4207 - FEDERAL AID-UMTA (1,840,724) (1,878,279) (1,687,000) (1,954,200) 15.84% 4208 - FEDERAL AID-OTHER (354,018) (981,924) (4,149,982) - -100.00% 4222 - STATE AID-TRANSIT (1,194,951) (1,271,824) (1,216,400) (1,473,600) 21.14% 4242 - COUNTY AID-TRANSIT (501,239) (572,517) (566,500) (601,100) 6.11% 4774 - PASSENGER FARES (31,434) (51,824) (35,000) (52,000) 48.57% 4775 - FAREBOX REVENUE - CITY (73,481) (68,457) (76,100) (76,100) 0.00% 4776 - FAREBOX REVENUE - OTHER (7,301) (9,079) (7,700) (7,700) 0.00% 4777 - TOKENS (4,189) (6,443) (3,000) (7,400) 146.67% 4778 - REDUCED PUNCH PASSES (5,025) (4,563) (5,000) (5,000) 0.00% 4779 - PUNCH PASSES (23,850) (28,680) (20,000) (26,200) 31.00% 4780 - MONTHLY PASSES (102,725) (99,386) (101,100) (111,000) 9.79% 4781 - QUARTERLY PASSES (33,660) (38,070) (32,000) (38,300) 19.69% 4784 - RURAL TICKETS (61,085) (87,860) (61,000) (102,000) 67.21% 4785 - EAA PASSENGER REVENUE (41,532) (38,925) (40,900) (41,000) 0.24% 4786 - ADA VAN TICKETS (57,025) (95,893) (57,700) (107,600) 86.48% 4787 - DIAL-A-RIDE ADA TICKETS (77,705) (261,160) (67,000) (200,000) 198.51% 4788 - MISC PASSENGER REVENUE (96) (162) (100) (100) 0.00% 4790 - OASD STUDENT REVENUE (33,500) (69,000) (63,500) (69,000) 8.66% 4795 - CABULANCE (23,450) (18,315) (31,200) (40,000) 28.21% 4796 - D-A-R PARATRANSIT (138,932) (167,598) (138,200) (138,200) 0.00% 4920 - RENTAL REVENUE (2,000) (2,000) (2,000) (2,000) 0.00% 4944 - ADVERTISING REVENUE (36,430) (50,198) (33,000) (33,000) 0.00% 4972 - MISCELLANEOUS REVENUE (38,780) (3,426) (8,500) (1,200) -85.88% 5300 - SALE OF CAPITAL ASSETS (651) (10,400) (700) (700) 0.00% Revenue Total (5,493,283) (6,625,482) (9,213,082) (5,896,900) -35.99% Expense 6102 - REGULAR PAY 390,802 413,118 766,200 904,900 18.10% 6103 - REGULAR PAY - TEMP EMPLOYEE 21,608 15,955 31,700 22,500 -29.02% 6104 - OVERTIME PAY 70,424 125,426 110,000 72,800 -33.82% 6108 - HOLIDAY PAY 40,773 34,376 - - 6110 - SICK PAY 45,384 55,247 - - 6112 - REGULAR PAY-TRANSIT OPERATORS 1,197,403 1,246,286 1,153,000 1,072,900 -6.95% 6202 - VACATION 105,311 89,608 - - 6302 - FICA - EMPLOYERS SHARE 136,826 144,091 144,100 154,700 7.36% 6304 - WISCONSIN RETIREMENT FUND 124,211 127,763 125,600 142,200 13.22% 6305 - WRS PENSION PRIOR SERVICE 23,265 25,380 25,400 25,400 0.00% 6306 - HEALTH INSURANCE 463,733 607,104 466,900 560,900 20.13% 6307 - HEALTH INSURANCE ADMIN FEE 23,500 23,500 23,500 - -100.00% 6308 - DENTAL 26,587 26,653 26,600 28,300 6.39% 6310 - LIFE INSURANCE 6,582 7,140 7,200 8,100 12.50% 6320 - OTHER BENEFITS (35,428) (25,705) 700 - -100.00% 6350 - GASB 68 PENSION EXPEN (189,218) - 120,000 120,000 0.00% 05111728 - TRANSIT UTILITY 3/28/2023 11:12 AM Page 305 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 05111728 - TRANSIT UTILITY 6360 - GASB 74 75 OPEB EXPENSE 470,978 - - - 6402 - PS - AUDIT 11,597 7,308 11,000 12,000 9.09% 6403 - PS - LEGAL/ATTORNEY FEES - - 1,800 1,800 0.00% 6404 - PS - MISC CONSULTING / STUDIES 89,178 81,550 112,140 120,000 7.01% 6411 - ADVERTISING/POSTAGE/PRINTING 9,229 21,501 18,000 18,000 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 1,144 2,298 1,000 44,000 4300.00% 6414 - HIRED TRANSIT SERIVICES 958,444 1,493,189 2,039,500 1,839,700 -9.80% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 12,283 17,303 27,900 27,900 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 17,488 18,044 30,000 30,000 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 49,273 52,334 34,500 34,500 0.00% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 37,243 - 72,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 9,433 10,924 15,000 17,000 13.33% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 2,831 3,804 5,000 5,000 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 4,434 7,051 7,000 10,000 42.86% 6431 - ADMIN / ENGINEERING FEE 14,131 - 5,000 5,000 0.00% 6441 - RENTAL EXPENSE 3,689 15,306 3,200 4,000 25.00% 6450 - INSURANCE EXPENSE 107,701 88,285 105,400 105,400 0.00% 6451 - WORKERS COMPENSATION 59,400 94,300 87,900 98,500 12.06% 6452 - LICENSE & PERMITS 670 130 1,100 1,100 0.00% 6454 - TELEPHONE / INTERNET SERVC 5,838 6,499 6,000 7,500 25.00% 6455 - UTILITY EXPENSE 34,048 48,533 38,700 46,000 18.86% 6469 - UNCOLLECTIBLE ACCOUNTS 1 - - - 6519 - NON-INVENTORY FUEL 271,423 361,944 314,800 375,000 19.12% 6520 - OFFICE SUPPLIES 1,311 2,022 7,000 7,000 0.00% 6521 - EAM INV EXP - SUPPLIES 1522 105,778 15,100 120,026 80,000 -33.35% 6529 - NON-INV - SUPPLIES (4,117) 25,560 14,700 15,000 2.04% 6539 - NON INV - REPAIR PARTS - 63,793 - 74,000 6540 - TRAFFIC/PAINT/SIGN MATERIAL 924 - 1,000 1,000 0.00% 6541 - EAM INV EXP - MATERIALS 1524 142 - 2,000 2,000 0.00% 6542 - CHEMICALS 65 - 500 500 0.00% 6550 - MINOR EQUIPMENT 14,888 4,523 25,000 53,000 112.00% 6612 - DEPRECIATION 684,231 583,519 900,000 900,000 0.00% 6721 - INTEREST EXPENSE 22,692 22,688 23,200 23,300 0.43% 7204 - MACHINERY & EQUIPMENT - - 514,000 - -100.00% 7210 - MOTOR VEHICLES - - 1,534,000 - -100.00% 7212 - RADIOS - EMRGNCY COMM EQUIP - - 70,000 - -100.00% 7214 - BUILDINGS & BUILDING IMPRVMTS - - 2,325,500 - -100.00% 7230 - COMPUTER SOFTWARE - - 5,000 70,000 1300.00% 7470 - TSF TO OTHER 17,000 - - - Expense Total 5,427,886 6,000,692 11,407,766 7,212,900 -36.77% 05111728 - TRANSIT UTILITY Total (65,396) (624,790) 2,194,684 1,316,000 -40.04% Grand Total (65,396) (624,790) 2,194,684 1,316,000 -40.04% 3/28/2023 11:12 AM Page 306 of 363 1 2 . . . . 1 2 3 Name Email Continue to market and sell land in the Southwest Industrial Park and Aviation Business Began work on the maintenance of the city-owned railroad spur in the North Industrial Park Installed monument signs in two parks Contact Information Continue to install signage in the parks to market the available property Continue to maintain the land and improvements Kelly Nieforth knieforth@ci.oshkosh.wi.us Industrial Park Land Enterprise Fund MISSION STATEMENT Create economic development growth in the city by acquiring land for Industrial and Business Parks to encourage investment by private businesses. 0515-1040 Enterprise and Utilities STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Support business retention and expansion, attraction, and entrepreneurship Develop infrastructure needed to support business and residential development Continued to market city-owned land in industrial and business parks Completed the construction of infrastructure with the EDA grant in the SWIP Page 307 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05151040 - INDUSTRIAL PARKS FUND 4920 - RENTAL REVENUE (26,584) (26,919) - - 4943 - SALE OF LAND - - (100,000) - -100.00% 5300 - SALE OF CAPITAL ASSETS - - - - 05151040 - INDUSTRIAL PARKS FUND Total (26,584) (26,919) (100,000) - -100.00% Revenue Total (26,584) (26,919) (100,000) - -100.00% Expense 05151040 - INDUSTRIAL PARKS FUND 6401 - PS - ENGINEER/SURVEY/APPRAISAL 25,983 21,516 25,000 24,000 -4.00% 6455 - UTILITY EXPENSE 2,359 2,687 2,300 2,300 0.00% 6721 - INTEREST EXPENSE 10,749 6,733 7,800 5,300 -32.05% 7470 - TSF TO OTHER - - - - 05151040 - INDUSTRIAL PARKS FUND Total 39,091 30,936 35,100 31,600 -9.97% Expense Total 39,091 30,936 35,100 31,600 -9.97% Grand Total 12,508 4,016 (64,900) 31,600 -148.69% 05151040 - INDUSTRIAL PARKS FUND 3/28/2023 11:14 AM Page 308 of 363 1 2 . . . . 1 2 3 Name EmailContact Information Build a comprehensive database of water service materials (both public and private). Conduct PFAS sampling on finished water. James Rabe jrabe@ci.oshkosh.wi.us Water Utility MISSION STATEMENT To protect public health from water borne diseases and support public safety by providing high quality, cost effective water treatment, distribution, and water supply used to support the community. 0541-XXXX Enterprise and Utilities STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and maintain our infrastructure. Support economic development. Conducted public outreach on the clearwell replacement project. Sucessfully completed DNR Sanitary Survey of the water system. Begin recruiting resident volunteers for lead compliance sampling. Launched a residental cross connection control/water service material survey program. Launched "Get the Lead Out" Campaign to remove residential lead water services. Page 309 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Utility Operations Manager 0.50 0.00 0.50 Water Filtration Plant Mgr 1.00 1.00 1.00 Operations Supervisor 1.00 1.00 1.00 Industrial/Electrical Tech 1.00 1.00 1.00 Electrical Mechanical Tech WF 2.00 2.00 2.00 Water Filtration Operator II 5.00 4.00 6.00 Water Filtration Operator I 1.00 0.00 0.00 Maintenance Mechanic 2.00 2.00 2.00 Environmental Health Specialist I 1.00 1.00 1.00 Environmental Health Specialist II 1.00 1.00 1.00 Water Distribution Mgr 1.00 1.00 1.00 Asst Water Dist Mgr 1.00 1.00 1.00 Lead Water Equip Oper 1.00 1.00 1.00 Lead Water Maint Worker 4.00 4.00 4.00 Water Maintenance Worker 10.00 10.00 10.00 Office Assistant WD 2.00 2.00 2.00 Maintenance Worker 1.00 1.00 1.00 Civil Engineer Supervisor (1/10)0.10 0.10 0.10 Construction Management Supvr (1/5)0.20 0.20 0.20 Civil Engineer (1/3)0.33 0.33 0.33 Civil Engineer Technician II (1/3)0.33 0.33 0.66 Civil Engineering Tech I (1/3)0.33 0.33 0.33 GIS Utility Technician (1/3)0.34 0.34 0.34 Utility Locator I (1/3)0.33 0.33 0.33 Director of Public Works (1/10)0.10 0.10 0.10 Asst Dir of Pub Wks/Utl Gen Mgr (1/4)0.25 0.25 0.25 Eng Division Mgr/City Eng 0.15 0.15 0.15 Management Analyst (1/2)0.50 0.50 0.50 Plumbing Inspector (1/2)0.50 0.50 0.50 Director of Finance (1/4)0.25 0.25 0.25 Financial Utility Manager (1/3)0.33 0.33 0.33 Account Clerk II (1/3 x 4)1.32 1.32 1.32 Account Clerk II (1/5 x 2)0.20 0.40 0.40 Account Clerk II (1/10)0.10 0.10 0.10 Account Clerk III (1/4)0.00 0.25 0.25 Customer Service Clerk (1/3)0.33 0.33 0.33 Safety Risk Mgmt. Officer (1/3)0.33 0.33 0.33 GIS Administrator (1/5)0.20 0.20 0.20 42.02 39.97 42.80TOTAL PERSONNEL WATER UTILITY (0541) PERSONNEL POSITIONS Page 310 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 0541 - WATER UTILITY (15,654,900) (15,529,925) (16,690,700) (18,243,900) 9.31% 4408 - RETURNED CHECK CHARGE (6,510) (8,225) (5,300) (5,300) 0.00% 4706 - METERED SALES-RESIDENTIAL (6,927,389) (6,869,021) (7,497,200) (8,061,000) 7.52% 4708 - METERED SALES-COMMERCIAL (2,386,982) (2,503,212) (2,438,500) (2,874,600) 17.88% 4709 - METERED SALES-MULTIFAMILY (1,204,113) (1,200,611) (1,313,100) (1,453,000) 10.65% 4710 - METERED SALES-INDUSTRIAL (1,163,361) (1,109,007) (1,247,200) (1,368,400) 9.72% 4712 - METERED SALES-PUBLIC (1,253,260) (1,283,721) (1,301,300) (1,515,800) 16.48% 4713 - METERED SALES-MUNICIPAL (133,369) (134,641) (129,600) (147,500) 13.81% 4714 - FLAT RATE FIRE PROT-COMMERCIAL (137,882) (136,345) (142,900) (152,500) 6.72% 4715 - FLAT RATE FIRE PROT-INDUSTRIAL (51,984) (51,899) (54,100) (57,200) 5.73% 4716 - FLAT RATE FIRE PROT-PUBLIC (32,040) (32,188) (33,300) (35,300) 6.01% 4717 - FLAT RATE FIRE PROT-MUNICIPAL (2,328) (2,328) (2,400) (2,600) 8.33% 4719 - PUBLIC FIRE PROTECTION SERVICE (1,965,900) (1,965,992) (1,985,800) (2,078,300) 4.66% 4728 - SERVICE CONNECTIONS 949 3,035 (500) - -100.00% 4729 - SERVICE CUT-INS (2,223) (15,946) (11,500) (10,000) -13.04% 4792 - MISC SERVICE REVENUES (16,037) (15,872) (25,000) (20,000) -20.00% 4794 - FORFEITED DISCOUNTS (99,180) (98,495) (135,100) (100,000) -25.98% 4908 - INTEREST-OTHER INVESTMENTS (275,875) (394,956) (205,600) (316,400) 53.89% 4916 - CAPITAL GAINS ON INVESTMENTS 267,723 520,939 20,000 156,900 684.50% 4920 - RENTAL REVENUE (117,340) (122,716) (122,400) (130,000) 6.21% 4972 - MISCELLANEOUS REVENUE (78,358) (102,981) (100) (15,000) 14900.00% 4982 - CONTRIBUTED CAPITAL INCOME (55,274) - (57,900) (57,900) 0.00% 5300 - SALE OF CAPITAL ASSETS (14,168) (5,744) (1,900) - -100.00% Revenue Total (15,654,900) (15,529,925) (16,690,700) (18,243,900) 9.31% Expense 0541 - WATER UTILITY 13,756,094 13,947,605 17,743,677 17,909,600 0.94% 6102 - REGULAR PAY 2,247,541 2,481,763 2,699,300 2,843,900 5.36% 6103 - REGULAR PAY - TEMP EMPLOYEE 14,234 - - - 6104 - OVERTIME PAY 83,736 70,717 99,800 107,900 8.12% 6302 - FICA - EMPLOYERS SHARE 178,200 186,660 205,100 218,400 6.48% 6304 - WISCONSIN RETIREMENT FUND 160,310 164,299 183,000 202,300 10.55% 6305 - WRS PENSION PRIOR SERVICE 31,472 31,469 31,500 31,500 0.00% 6306 - HEALTH INSURANCE 465,816 577,737 522,400 593,800 13.67% 6307 - HEALTH INSURANCE ADMIN FEE 25,000 25,000 25,000 - -100.00% 6308 - DENTAL 28,631 29,377 38,400 41,400 7.81% 6310 - LIFE INSURANCE 6,562 6,894 8,900 9,200 3.37% 6312 - INCOME CONTINUATION INSURANCE - - - - 6320 - OTHER BENEFITS - - - 500 6350 - GASB 68 PENSION EXPEN (253,792) - 200,000 200,000 0.00% 6360 - GASB 74 75 OPEB EXPENSE 205,199 - 6,000 - -100.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 395,530 246,476 734,350 391,300 -46.71% 6402 - PS - AUDIT 6,621 9,134 7,900 7,900 0.00% 6403 - PS - LEGAL/ATTORNEY FEES 180 795 3,000 200 -93.33% 0541 - WATER UTILITY 3/28/2023 12:03 PM Page 311 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 0541 - WATER UTILITY 6404 - PS - MISC CONSULTING / STUDIES 77,718 7,167 90,300 17,000 -81.17% 6411 - ADVERTISING/POSTAGE/PRINTING 41,065 63,553 76,800 11,000 -85.68% 6412 - CONTRACTUAL AGREEMENT PYMNTS 7,315 20,801 9,200 15,800 71.74% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 65,446 41,169 133,100 81,500 -38.77% 6416 - PREVENTATIVE MNTC CONTRACTS 991,592 75,371 1,320,891 1,222,100 -7.48% 6417 - 3RD PARTY CONTRACTED SERVICE 122,504 315,861 111,900 989,300 784.09% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 5,621 - 6,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 8,407 12,957 11,600 14,800 27.59% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 6,094 4,764 5,400 6,000 11.11% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 6,218 4,635 9,400 9,600 2.13% 6431 - ADMIN / ENGINEERING FEE 144,303 18,383 562,662 55,000 -90.23% 6433 - INTERFUND CHARGE BACKS - 81,938 - 175,000 6434 - PROPERTY TAX EQUIVALENT 964,564 1,538,388 1,542,600 1,542,600 0.00% 6441 - RENTAL EXPENSE 7,369 4,340 7,700 4,000 -48.05% 6443 - LEASE EXPENSE - 4,641 - 4,000 6450 - INSURANCE EXPENSE 95,057 104,444 112,900 130,000 15.15% 6451 - WORKERS COMPENSATION 78,000 122,600 114,400 128,100 11.98% 6452 - LICENSE & PERMITS 10,472 11,451 13,000 13,400 3.08% 6454 - TELEPHONE / INTERNET SERVC 56,497 60,283 57,300 65,600 14.49% 6455 - UTILITY EXPENSE 973,720 885,909 984,200 1,057,900 7.49% 6465 - BANK FEES 5,585 5,425 5,300 5,300 0.00% 6469 - UNCOLLECTIBLE ACCOUNTS 944 1,774 3,800 3,000 -21.05% 6511 - EAM INV EXP - FUEL 1521 3,083 4,369 3,000 2,500 -16.67% 6512 - COMPRESSED NATURAL GAS CNG - - - - 6513 - OIL /LUBRICANTS 3,251 2,714 4,000 5,100 27.50% 6514 - WELDING & MISC GASES 1,207 666 1,500 600 -60.00% 6520 - OFFICE SUPPLIES 5,495 5,661 38,500 11,400 -70.39% 6521 - EAM INV EXP - SUPPLIES 1522 195,039 138,426 203,100 162,100 -20.19% 6529 - NON-INV - SUPPLIES 35,549 152,573 63,400 181,400 186.12% 6539 - NON INV - REPAIR PARTS - 48,984 - 61,500 6541 - EAM INV EXP - MATERIALS 1524 143,991 75,348 161,000 161,800 0.50% 6542 - CHEMICALS 544,628 672,428 610,000 751,000 23.11% 6550 - MINOR EQUIPMENT 38,546 48,513 67,400 75,300 11.72% 6611 - DEP EXP-WATER 3,706,264 3,734,755 3,726,500 3,830,800 2.80% 6721 - INTEREST EXPENSE 1,602,513 1,626,107 1,476,900 1,462,100 -1.00% 6725 - BOND DISCOUNT & COST 85,526 124,865 45,000 53,800 19.56% 6729 - BOND ISSUE 123,500 85,000 70,000 88,600 26.57% 6730 - BOND SERVICE FEES 1,450 1,000 1,500 1,500 0.00% 7204 - MACHINERY & EQUIPMENT - - 1,330,000 850,000 -36.09% 7230 - COMPUTER SOFTWARE 7,941 4,400 4,773 4,800 0.56% Expense Total 13,756,094 13,947,605 17,743,677 17,909,600 0.94% Grand Total (1,898,806) (1,582,320) 1,052,977 (334,300) -131.75% 3/28/2023 12:03 PM Page 312 of 363 1 2 . . . . 1 2 3 Name Email Complete outstanding projects from the 2018 - 2022 CIP. Study and Preliminary design for tertiary treatment facility complete. Inflow and Infiltration reduction projects. Contact Information Continue Inflow and Infiltration reduction projects. Complete WPDES permit renewal. James Rabe jrabe@ci.oshkosh.wi.us Sewer Utility MISSION STATEMENT To protect public health and the water environment by providing high quality and cost effective wastewater treatment services for the community. 0551-XXXX Enterprise and Utilities STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and Maintain our Infrastructure. Support economic development. Completed asset management plan update. Completed facilities plan. Page 313 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Utility Operations Manager (1/2) 0.50 0.00 0.50 WW Treatment Plant Mgr 1.00 1.00 1.00 WW Maintenance Supervisor 1.00 1.00 1.00 Industrial / Electrical Technician 1.00 1.00 1.00 WW Electrical Mechanical Tech 0.00 1.00 1.00 Plumbing Inspector(1/2) 0.50 0.50 0.50 Industrial Pretreatment Coord. 1.00 1.00 1.00 Chemist 1.00 1.00 1.00 Wastewater Plant Supervisor 1.00 1.00 1.00 Instrumentation Technician 2.00 1.00 1.00 Lead Maintenance Mechanic 1.00 1.00 1.00 Maintenance Mechanic 5.00 5.00 5.00 WW Solids Operator II 3.00 3.00 3.00 WW Liquids Operator II 7.00 8.00 8.00 WW Liquids Operator I 1.00 0.00 0.00 Utility Operator 1.00 1.00 1.00 Civil Engineer Supervisor (1/10) 0.10 0.10 0.10 Construction Management Supvr (1/5) 0.20 0.20 0.20 Civil Engineer (1/3) 0.33 0.33 0.33 Civil Engineering Tech II (1/3) 0.33 0.33 0.33 Civil Engineering Tech I (1/3) 0.33 0.33 0.33 Env Health Specialist I 0.05 0.05 0.05 GIS Utility Technician (1/3) 0.33 0.33 0.33 Utility Locator I (1/3) 0.33 0.33 0.33 PW Street Supervisor (3/4) 0.75 0.75 0.75 Equipment Operator 3.00 3.00 0.00 Office Assistant, Streets (1/4) 0.25 0.25 0.25 Director of Public Works (1/10) 0.10 0.10 0.10 Asst Dir of Pub Wks/Utl Gen Mgr (1/4) 0.25 0.25 0.25 Eng Division Mgr/City Eng 0.15 0.15 0.15 Management Analyst (1/2) 0.50 0.50 0.50 Director of Finance (1/4) 0.25 0.25 0.25 Financial Utility Manager (1/3) 0.33 0.33 0.33 Account Clerk II (1/3 x 4) 1.32 1.32 1.32 Account Clerk II (1/5 x 2) 0.20 0.40 0.40 Account Clerk II 0.15 0.15 0.15 Account Clerk III 0.00 0.25 0.25 Customer Service Clerk (1/3) 0.33 0.33 0.33 Safety Risk Mgmt. Officer (1/3) 0.33 0.33 0.33 GIS Administrator (1/5) 0.20 0.20 0.20 TOTAL PERSONNEL 37.11 37.06 34.56 SEWER UTILITY (0551) PERSONNEL POSITIONS Page 314 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 0551 - SEWER UTILITY (16,104,012) (16,428,835) (17,273,600) (17,963,500) 3.99% 4721 - SEWERAGE SERVICE (15,414,994) (16,043,820) (16,243,600) (17,009,900) 4.72% 4722 - PRETREATMENT (80,866) (95,500) (78,700) (96,900) 23.13% 4723 - SEPTAGE DISPOSAL (199,328) (205,569) (163,300) (163,300) 0.00% 4794 - FORFEITED DISCOUNTS (102,082) (102,655) (137,100) (102,100) -25.53% 4798 - INTEREST EXPENSE SUBSIDY (14,715) (13,513) (14,700) (15,300) 4.08% 4908 - INTEREST-OTHER INVESTMENTS (379,582) (494,475) (255,400) (348,500) 36.45% 4916 - CAPITAL GAINS ON INVESTMENTS 315,203 539,406 25,000 176,000 604.00% 4972 - MISCELLANEOUS REVENUE (5,337) (11,410) (25,000) (25,000) 0.00% 4982 - CONTRIBUTED CAPITAL INCOME (198,778) - (378,500) (378,500) 0.00% 5300 - SALE OF CAPITAL ASSETS (23,534) (1,299) (2,300) - -100.00% Revenue Total (16,104,012) (16,428,835) (17,273,600) (17,963,500) 3.99% Expense 0551 - SEWER UTILITY 13,449,734 14,032,462 14,231,940 15,058,350 5.81% 6102 - REGULAR PAY 2,360,699 2,458,493 2,561,400 2,450,400 -4.33% 6103 - REGULAR PAY - TEMP EMPLOYEE 10,202 - - - 6104 - OVERTIME PAY 25,124 34,427 5,300 5,500 3.77% 6302 - FICA - EMPLOYERS SHARE 180,182 184,285 190,700 182,500 -4.30% 6304 - WISCONSIN RETIREMENT FUND 164,214 163,676 172,900 173,000 0.06% 6305 - WRS PENSION PRIOR SERVICE 33,772 33,772 33,800 33,800 0.00% 6306 - HEALTH INSURANCE 472,233 548,595 506,400 529,700 4.60% 6307 - HEALTH INSURANCE ADMIN FEE 20,200 20,200 20,200 - -100.00% 6308 - DENTAL 29,838 29,372 31,800 30,200 -5.03% 6310 - LIFE INSURANCE 7,170 7,818 8,500 7,800 -8.24% 6312 - INCOME CONTINUATION INSURANCE - - - - 6350 - GASB 68 PENSION EXPEN (249,288) - 184,000 184,000 0.00% 6360 - GASB 74 75 OPEB EXPENSE 199,503 - 30,000 - -100.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 114,452 262,091 294,109 432,900 47.19% 6402 - PS - AUDIT 6,621 9,134 8,000 8,000 0.00% 6403 - PS - LEGAL/ATTORNEY FEES 70,219 107,125 100,000 230,000 130.00% 6404 - PS - MISC CONSULTING / STUDIES 43,752 66,011 4,000 3,000 -25.00% 6411 - ADVERTISING/POSTAGE/PRINTING 1,396 899 67,200 67,200 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 164,139 32,979 161,700 36,700 -77.30% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 72,240 55,766 55,700 72,800 30.70% 6416 - PREVENTATIVE MNTC CONTRACTS 571,210 488,252 567,472 561,200 -1.11% 6417 - 3RD PARTY CONTRACTED SERVICE 52,586 329,987 74,700 395,400 429.32% 6418 - UNIFORM LAUNDRY/RUGS/CLEANING - 7,263 - 8,550 6421 - EMPLOYEE TRAINING/DEVELOPMENT 9,775 10,834 11,600 12,000 3.45% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 2,660 2,600 3,700 4,200 13.51% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 1,209 1,660 2,500 2,700 8.00% 6431 - ADMIN / ENGINEERING FEE 321,547 57,800 704,423 100,000 -85.80% 6433 - INTERFUND CHARGE BACKS - 17,797 - 434,000 6441 - RENTAL EXPENSE 23,057 11,167 9,500 10,000 5.26% 0551 - SEWER UTILITY 3/28/2023 12:03 PM Page 315 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 0551 - SEWER UTILITY 6443 - LEASE EXPENSE - 720 - 200 6450 - INSURANCE EXPENSE 105,479 117,332 130,300 130,300 0.00% 6451 - WORKERS COMPENSATION 48,000 74,837 70,400 78,800 11.93% 6452 - LICENSE & PERMITS 18,982 17,610 30,900 35,800 15.86% 6454 - TELEPHONE / INTERNET SERVC 40,913 44,131 43,800 44,000 0.46% 6455 - UTILITY EXPENSE 788,146 887,900 901,200 928,000 2.97% 6462 - INVENTORY OVER/SHORT - (18,573) - - 6465 - BANK FEES 6,152 6,048 4,200 4,200 0.00% 6469 - UNCOLLECTIBLE ACCOUNTS 1,901 3,698 4,200 4,200 0.00% 6511 - EAM INV EXP - FUEL 1521 29,143 43,524 29,700 - -100.00% 6512 - COMPRESSED NATURAL GAS CNG 4,900 6,978 5,100 - -100.00% 6513 - OIL /LUBRICANTS 3,369 4,520 8,600 4,500 -47.67% 6514 - WELDING & MISC GASES 1,206 1,688 3,400 2,100 -38.24% 6519 - NON-INVENTORY FUEL - 1,516 - 6,000 6520 - OFFICE SUPPLIES 77,482 44,356 72,500 64,200 -11.45% 6521 - EAM INV EXP - SUPPLIES 1522 200,572 74,815 274,306 54,400 -80.17% 6529 - NON-INV - SUPPLIES 39,451 139,999 38,200 108,300 183.51% 6531 - EAM INV EXP - CASTINGS 1510 16,006 5,370 20,000 6,000 -70.00% 6539 - NON INV - REPAIR PARTS - 92,083 - 131,500 6541 - EAM INV EXP - MATERIALS 1524 18,250 - 20,600 600 -97.09% 6542 - CHEMICALS 439,303 616,177 489,447 600,800 22.75% 6550 - MINOR EQUIPMENT 15,629 (51,555) 42,509 78,500 84.67% 6612 - DEPRECIATION 4,097,495 3,959,085 3,983,500 4,283,900 7.54% 6721 - INTEREST EXPENSE 2,497,008 2,682,085 2,047,000 2,269,800 10.88% 6725 - BOND DISCOUNT & COST 169,748 216,215 85,800 85,800 0.00% 6729 - BOND ISSUE 112,500 113,500 111,000 160,000 44.14% 6730 - BOND SERVICE FEES 1,450 2,000 900 900 0.00% 7230 - COMPUTER SOFTWARE 7,941 4,400 4,773 - -100.00% Expense Total 13,449,734 14,032,462 14,231,940 15,058,350 5.81% Grand Total (2,654,278) (2,396,374) (3,041,660) (2,905,150) -4.49% 3/28/2023 12:03 PM Page 316 of 363 1 2 3 . . . . 1 2 3 Name Email Bowen Street Storm Sewer was designed and bid. Construction is scheduled for Spring of 2023. Parkway Basin Construction. Contact Information James Rabe jrabe@ci.oshkosh.wi.us Parkway Basin Land Acquisition and Design. Sawyer Creek Rural II Basin Construction. Storm Sewer system upgrades with reconstruction including two new outfalls. 2022 ACCOMPLISHMENTS 2023 GOALS Storm Water Utility Sawyer Creek Rural II Land acquisition and design. Algoma Storm Sewer system upgraded and connected to two larger outfalls. Improve and Maintain Infrastructure and Storm Water Management. Improve quality of life assets. MISSION STATEMENT Manage storm water runoff in the City through flood control projects and water quality improvements (as required by WDNR). 0561-XXXX Enterprise and Utilities Support economic development. STRATEGIC PLAN GOALS Page 317 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Civil Engineer Supervisor (1/2)0.5 0.5 0.5 Principal Civil Engineer 1 0 1 Civil Engineer 1.34 2.34 1.34 Civil Engineer Technician I 1 0 1 Civil Engineer Technician II 0.34 0.34 0.34 GIS Utility Technician (1/3)0.33 0.33 0.33 Equipment Operator 5 5 0 Construction Management Supvr (3/10)0.3 0.3 0.3 Utility Locator (1/3)0.34 0.34 0.34 PW Street Supervisor (3/4)0.75 0.75 0.75 Office Assistant, Streets (1/4)0.25 0.25 0.25 Director of Public Works (1/5)0.2 0.2 0.2 Asst Dir of Pub Wks/Utl Gen Mgr (1/4)0.25 0.25 0.25 Eng Division Mgr/City Eng (1/5)0.2 0.2 0.2 Office Asst PW/Eng (3/10)0.3 0.3 0.3 Director of Finance (1/4)0.25 0.25 0.25 Financial Utility Manager (1/3)0.34 0.34 0.34 Account Clerk II (1/3 x 4)1.36 1.36 1.36 Account Clerk II (1/5)0.2 0.4 0.4 Account Clerk II (1/10)0.1 0.35 0.35 Account Clerk III 0 0.25 0.25 Customer Service Clerk (1/3)0.34 0.25 0.25 GIS Administrator (1/5)0.2 0.2 0.2 TOTAL PERSONNEL 14.89 14.5 10.5 STORM WATER UTILITY (0561) PERSONNEL POSITIONS Page 318 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 0561 - STORM WATER UTILITY (12,397,450) (13,015,364) (13,810,900) (13,540,000) -1.96% 4236 - STATE AID-OTHER - - - - 4263 - GRANTS - STATE - - (4,000) - -100.00% 4720 - STORM WATER FEES (12,264,887) (13,038,383) (13,237,900) (14,004,200) 5.79% 4725 - SITE PLAN REVIEW FEES - - (1,000) (1,000) 0.00% 4794 - FORFEITED DISCOUNTS (56,171) (59,218) (68,100) (40,000) -41.26% 4908 - INTEREST-OTHER INVESTMENTS (384,129) (566,502) (369,000) (409,800) 11.06% 4916 - CAPITAL GAINS ON INVESTMENTS 401,121 789,224 20,000 1,000,000 4900.00% 4972 - MISCELLANEOUS REVENUE (37,227) (2,435) (21,500) (10,000) -53.49% 4982 - CONTRIBUTED CAPITAL INCOME (50,252) (136,970) (127,300) (75,000) -41.08% 5300 - SALE OF CAPITAL ASSETS (5,905) (1,080) (2,100) - -100.00% Revenue Total (12,397,450) (13,015,364) (13,810,900) (13,540,000) -1.96% Expense 0561 - STORM WATER UTILITY 7,273,167 7,760,416 8,415,380 8,868,900 5.39% 6102 - REGULAR PAY 905,889 925,683 1,013,100 718,000 -29.13% 6103 - REGULAR PAY - TEMP EMPLOYEE 10,344 3,281 6,700 6,900 2.99% 6104 - OVERTIME PAY 3,732 8,165 10,900 500 -95.41% 6302 - FICA - EMPLOYERS SHARE 70,625 71,497 75,200 52,600 -30.05% 6304 - WISCONSIN RETIREMENT FUND 62,540 63,561 68,100 51,100 -24.96% 6305 - WRS PENSION PRIOR SERVICE 10,080 10,080 10,100 10,100 0.00% 6306 - HEALTH INSURANCE 169,819 209,431 189,600 131,300 -30.75% 6308 - DENTAL 10,519 10,503 11,900 8,900 -25.21% 6310 - LIFE INSURANCE 2,526 2,686 3,400 2,300 -32.35% 6350 - GASB 68 PENSION EXPEN (95,748) - 80,000 80,000 0.00% 6360 - GASB 74 75 OPEB EXPENSE 51,130 - 3,000 3,000 0.00% 6401 - PS - ENGINEER/SURVEY/APPRAISAL 49,368 163,021 63,622 60,000 -5.69% 6402 - PS - AUDIT 6,621 8,197 8,000 8,000 0.00% 6403 - PS - LEGAL/ATTORNEY FEES 180 60,702 22,000 35,000 59.09% 6404 - PS - MISC CONSULTING / STUDIES 112,914 62,695 148,800 155,000 4.17% 6411 - ADVERTISING/POSTAGE/PRINTING 1,757 6,560 67,300 68,000 1.04% 6412 - CONTRACTUAL AGREEMENT PYMNTS 132,101 207,973 200,000 50,000 -75.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 35,601 33,791 40,900 43,200 5.62% 6416 - PREVENTATIVE MNTC CONTRACTS 107,135 36,887 83,900 83,900 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 106,623 144,670 100,100 225,000 124.78% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 2,813 9,125 6,500 7,500 15.38% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 6,967 5,497 7,100 7,100 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 1,423 1,050 1,900 1,900 0.00% 6431 - ADMIN / ENGINEERING FEE 132,508 39,991 215,084 20,000 -90.70% 6433 - INTERFUND CHARGE BACKS - 31,634 - 1,350,000 6441 - RENTAL EXPENSE 717 62 900 900 0.00% 6443 - LEASE EXPENSE - 720 - 900 6450 - INSURANCE EXPENSE 7,000 7,400 8,500 9,000 5.88% 6451 - WORKERS COMPENSATION 10,400 16,500 15,400 17,200 11.69% 0561 - STORM WATER UTILITY 3/28/2023 12:03 PM Page 319 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 0561 - STORM WATER UTILITY 6452 - LICENSE & PERMITS 8,000 8,000 8,100 8,100 0.00% 6454 - TELEPHONE / INTERNET SERVC 37,398 40,075 37,400 41,300 10.43% 6455 - UTILITY EXPENSE 8,376 11,077 12,200 12,400 1.64% 6465 - BANK FEES 8,126 8,010 5,700 5,700 0.00% 6469 - UNCOLLECTIBLE ACCOUNTS 1,082 1,736 8,000 3,000 -62.50% 6511 - EAM INV EXP - FUEL 1521 29,432 43,819 40,600 - -100.00% 6513 - OIL /LUBRICANTS 76 69 - 100 6520 - OFFICE SUPPLIES (386) 2,087 6,800 6,000 -11.76% 6521 - EAM INV EXP - SUPPLIES 1522 67,245 26,312 93,800 - -100.00% 6529 - NON-INV - SUPPLIES 16,887 13,608 15,300 100 -99.35% 6531 - EAM INV EXP - CASTINGS 1510 40,291 1,553 60,000 1,800 -97.00% 6541 - EAM INV EXP - MATERIALS 1524 91,219 289 90,800 - -100.00% 6542 - CHEMICALS 418 - 300 300 0.00% 6550 - MINOR EQUIPMENT 1,713 2,833 5,700 5,900 3.51% 6612 - DEPRECIATION 2,459,072 2,528,613 2,512,300 2,828,900 12.60% 6721 - INTEREST EXPENSE 2,412,922 2,686,707 2,848,100 2,565,900 -9.91% 6725 - BOND DISCOUNT & COST 60,070 112,689 80,000 69,500 -13.13% 6729 - BOND ISSUE 104,300 123,679 120,000 104,300 -13.08% 6730 - BOND SERVICE FEES 3,400 3,500 3,500 3,500 0.00% 7230 - COMPUTER SOFTWARE 7,941 4,400 4,773 4,800 0.56% Expense Total 7,273,167 7,760,416 8,415,380 8,868,900 5.39% Grand Total (5,124,283) (5,254,948) (5,395,520) (4,671,100) -13.43% 3/28/2023 12:03 PM Page 320 of 363 1 2 3 . . . 1 2 Name Email Completed 22 UPC price verifications of 550 items 5 package checks of 53 items Contact Information Work on acquiring certification from DATCP and attend all training offered for DATCP John Zarate jzarate@ci.oshkosh.wi.us Inspections Weights and Measures MISSION STATEMENT To secure the beneficial interests of the public's health, safety, and welfare in their environment through the enforcement of state and city codes. 0571-0720 Enterprise and Utilities Collect and maintain inventory of devices throughout the City STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Develop an effective high performing Government Monitor measurement devices for accuracy Completed 1054 LMD gas pumps Perform device measurements for taxis Page 321 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Inspection Technician 0.00 0.80 0.80 Permit Technician 0.20 0.20 0.20 Inspector 0.80 0.00 0.00 TOTAL PERSONNEL 1.00 1.00 1.00 INSPECTIONS WEIGHTS AND MEASURES (0571-0720) PERSONNEL POSITIONS Page 322 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05710720 - WEIGHTS & MEASURES 4381 - WEIGHTS AND MEASURES PERMITS (128,990) (127,665) (129,000) (126,770) -1.73% 05710720 - WEIGHTS & MEASURES Total (128,990) (127,665) (129,000) (126,770) -1.73% Revenue Total (128,990) (127,665) (129,000) (126,770) -1.73% Expense 05710720 - WEIGHTS & MEASURES 6102 - REGULAR PAY 45,057 57,545 53,600 43,900 -18.10% 6104 - OVERTIME PAY - - 5,700 5,700 0.00% 6302 - FICA - EMPLOYERS SHARE 3,240 4,073 4,300 3,500 -18.60% 6304 - WISCONSIN RETIREMENT FUND 3,037 3,745 4,000 3,300 -17.50% 6306 - HEALTH INSURANCE 15,613 22,760 16,000 18,600 16.25% 6308 - DENTAL 1,155 1,175 1,300 - -100.00% 6310 - LIFE INSURANCE 71 85 100 100 0.00% 6312 - INCOME CONTINUATION INSURANCE - - - - 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6411 - ADVERTISING/POSTAGE/PRINTING 198 291 300 300 0.00% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 2,246 2,646 3,100 3,100 0.00% 6416 - PREVENTATIVE MNTC CONTRACTS 259 137 300 200 -33.33% 6417 - 3RD PARTY CONTRACTED SERVICE 126 - 100 100 0.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT - 175 500 500 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - 87 200 200 0.00% 6441 - RENTAL EXPENSE 791 - 700 - -100.00% 6443 - LEASE EXPENSE - 798 - 800 6450 - INSURANCE EXPENSE 1,800 3,100 2,800 2,500 -10.71% 6451 - WORKERS COMPENSATION 2,200 4,600 3,300 3,700 12.12% 6452 - LICENSE & PERMITS - - - 200 6454 - TELEPHONE / INTERNET SERVC 724 1,020 600 1,200 100.00% 6511 - EAM INV EXP - FUEL 1521 385 623 600 600 0.00% 6520 - OFFICE SUPPLIES 324 456 1,600 1,000 -37.50% 6529 - NON-INV - SUPPLIES 461 121 1,800 1,600 -11.11% 6550 - MINOR EQUIPMENT 335 3,879 1,900 500 -73.68% 7204 - MACHINERY & EQUIPMENT - - - - 05710720 - WEIGHTS & MEASURES Total 78,021 107,316 102,800 91,600 -10.89% Expense Total 78,021 107,316 102,800 91,600 -10.89% Grand Total (50,969) (20,349) (26,200) (35,170) 34.24% 05710720 - WEIGHTS & MEASURES 3/28/2023 12:04 PM Page 323 of 363 1 2 3 . . . . 1 2 3 Name EmailContact Information Issue permits 80% of the time during 1st visit at the Inspections Counter Continue to work on a permit fee study to compare permit fees with Oshkosh and surrounding communities John Zarate jzarate@ci.oshkosh.wi.us Inspection Services MISSION STATEMENT To secure the beneficial interests of the public's health, safety and welfare in their environment through the enforcement of State and City codes. 0571-0750 Enterprise and Utilities Sustain a culture in neighborhoods STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Inspect properties to verify compliance with housing and property maintenance codes Inspect the exterior of properties along gateways and other areas during routine Continued to complete reviews of commercial plans in less than 5 business days Completed 100% of inspections in less than 24 hours from time ready Work with GIS mapping to identify vacant properties and send out notices for registration Continued with electronic plan review 100% of the time Issued 59 permits for new homes and duplexes Page 324 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Chief Building Official 1.00 1.00 1.00 Building Systems Inspector 4.00 5.00 5.00 Housing Inspector 0.95 0.95 0.95 Inspector 0.20 0.00 0.00 Inspection Technician 0.00 0.20 0.20 Permit Technician 0.75 0.75 0.75 Assistant City Attorney 0.34 0.34 0.34 TOTAL PERSONNEL 7.24 8.24 8.24 INSPECTION SERVICES (0571-0750) PERSONNEL POSITIONS Page 325 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 05710750 - INSPECTION SERVICES 4374 - BUILDING PERMITS (722,183) (790,913) (479,000) (620,000) 29.44% 4376 - ELECTRICAL PERMITS (123,388) (162,716) (102,000) (120,000) 17.65% 4377 - HEATING FEES (182,265) (204,269) (110,000) (140,000) 27.27% 4378 - PLUMBING PERMITS (165,891) (146,218) (110,000) (125,000) 13.64% 4383 - CODE SEALS AND PLANNING FEES (3,192) (2,546) (1,000) (1,500) 50.00% 4386 - HOUSING INSPECTION FEE (3,815) (2,980) (2,900) (2,900) 0.00% 4387 - COMPLAINT BASED HOUSE INSPECT (8,950) (7,100) (3,500) (4,000) 14.29% 4388 - OTHER PERMITS (65,720) (73,731) (30,000) (55,000) 83.33% 05710750 - INSPECTION SERVICES Total (1,275,404) (1,390,472) (838,400) (1,068,400) 27.43% Revenue Total (1,275,404) (1,390,472) (838,400) (1,068,400) 27.43% Expense 05710750 - INSPECTION SERVICES 6102 - REGULAR PAY 525,283 556,392 525,900 583,000 10.86% 6104 - OVERTIME PAY 131 230 7,300 10,000 36.99% 6302 - FICA - EMPLOYERS SHARE 37,893 39,934 39,700 46,700 17.63% 6304 - WISCONSIN RETIREMENT FUND 35,417 36,238 36,000 43,500 20.83% 6306 - HEALTH INSURANCE 96,653 128,448 98,800 115,100 16.50% 6307 - HEALTH INSURANCE ADMIN FEE 6,500 6,500 6,500 - -100.00% 6308 - DENTAL 6,854 7,612 6,800 9,200 35.29% 6310 - LIFE INSURANCE 1,091 1,216 1,200 1,600 33.33% 6312 - INCOME CONTINUATION INSURANCE - - - - 6320 - OTHER BENEFITS (36,961) 1,199 - - 6350 - GASB 68 PENSION EXPEN (58,056) - - - 6360 - GASB 74 75 OPEB EXPENSE 35,144 - - - 6401 - PS - ENGINEER/SURVEY/APPRAISAL 83,652 52,126 56,000 63,000 12.50% 6402 - PS - AUDIT 1,059 1,462 1,200 1,200 0.00% 6404 - PS - MISC CONSULTING / STUDIES - 220 - 400 6411 - ADVERTISING/POSTAGE/PRINTING 2,620 2,941 2,400 3,500 45.83% 6413 - CONTRACTUAL EMPLOYMENT - - - 6,200 6415 - SUBSCRIPTION/LICENSING CNTRCTS 13,982 14,176 16,200 16,500 1.85% 6416 - PREVENTATIVE MNTC CONTRACTS 1,579 876 1,900 2,000 5.26% 6417 - 3RD PARTY CONTRACTED SERVICE - - - 4,000 6421 - EMPLOYEE TRAINING/DEVELOPMENT 7,624 7,370 18,000 18,000 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND 930 930 1,100 1,100 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT 12,382 16,960 14,000 14,000 0.00% 6441 - RENTAL EXPENSE 791 66 800 - -100.00% 6443 - LEASE EXPENSE - 732 - 800 6450 - INSURANCE EXPENSE 2,600 2,400 4,000 7,500 87.50% 6451 - WORKERS COMPENSATION 4,500 9,500 6,600 7,400 12.12% 6452 - LICENSE & PERMITS 642 545 600 600 0.00% 6454 - TELEPHONE / INTERNET SERVC 3,830 4,306 4,000 4,200 5.00% 6469 - UNCOLLECTIBLE ACCOUNTS 130 800 - - 6511 - EAM INV EXP - FUEL 1521 743 1,438 700 10,400 1385.71% 6520 - OFFICE SUPPLIES 852 1,796 1,600 1,600 0.00% 6529 - NON-INV - SUPPLIES 4,228 2,368 3,600 7,500 108.33% 6550 - MINOR EQUIPMENT 1,391 5,801 9,600 5,700 -40.63% 7202 - OFFICE EQUIPMENT - - - 2,100 05710750 - INSPECTION SERVICES Total 793,485 904,579 864,500 986,800 14.15% 05710750 - INSPECTION SERVICES 3/28/2023 12:04 PM Page 326 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 05710750 - INSPECTION SERVICES Expense Total 793,485 904,579 864,500 986,800 14.15% Grand Total (481,919) (485,893) 26,100 (81,600) -412.64% 3/28/2023 12:04 PM Page 327 of 363 STRATEGIC PLAN GOALS 1 . . 2023 GOALS 1 Name EmailContact Information Michelle Behnke mbehnke@ci.oshkosh.wi.us Internal Service Benefit Fund Became self-funded for medical insurance Transitioned Three Waves Health clinic to new administrator and enhanced resources Enhance the Effectiveness of our City Government - Recruit, Retain, Engage and Recognize Employees MISSION STATEMENT To provide benefits that attract, recruit highly skilled employees, and retain high-performing employees. Health Insurance benefits are offered to full-time and regular part-time employees (part-time minimum of 1,200 hours per year). 0601-0903 Other 2022 ACCOMPLISHMENTS Continue to evaluate health clinic effectiveness and explore further enhancement opportunities Page 328 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 06010903 - EMPLOYEE BENEFIT FUND - UNKNOWN (380,700) (380,700) - - 4816 - SERVICE CHARGE-INTERDEPARTMNTL (380,700) (380,700) - - 11901 - MEDICAL (3,157) (11,055,721) - (10,924,300) 4966 - OTHER REIMBURSEMENTS (3,157) - - - 5531 - SELF FUND BENEFIT CONTRIBUTION - (10,958,495) - (10,432,500) 5533 - DENTAL INS CONTRIBUTION - (97,226) - (491,800) 11902 - RX DRUGS - (333,528) - (400,000) 4966 - OTHER REIMBURSEMENTS - (333,528) - (400,000) 11911 - TUITION REIMBURSEMENT - (25,000) (25,000) - -100.00% 5299 - TSF FROM OTHER FUNDS - (25,000) (25,000) - -100.00% 11912 - COBRA HEALTH & DENTAL - (27,482) - (40,800) 5531 - SELF FUND BENEFIT CONTRIBUTION - (27,482) - (40,800) 11915 - DENTAL - (618,258) - (415,300) 4966 - OTHER REIMBURSEMENTS - - - - 5531 - SELF FUND BENEFIT CONTRIBUTION - (618,258) - (415,300) 06010903 - EMPLOYEE BENEFIT FUND Total (383,857) (12,440,689) (25,000) (11,780,400) 47021.60% Revenue Total (383,857) (12,440,689) (25,000) (11,780,400) 47021.60% Expense 06010903 - EMPLOYEE BENEFIT FUND - UNKNOWN 85,479 77,226 85,800 100,800 17.48% 6404 - PS - MISC CONSULTING / STUDIES 81,268 77,226 84,000 84,000 0.00% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - - - 15,000 6529 - NON-INV - SUPPLIES 4,211 - 1,800 1,800 0.00% 11901 - MEDICAL - 6,373,188 - 7,603,800 6404 - PS - MISC CONSULTING / STUDIES - 6,373,188 - 7,603,800 11902 - RX DRUGS - 1,792,222 - 2,158,200 6404 - PS - MISC CONSULTING / STUDIES - 1,792,222 - 2,158,200 11903 - MEDICAL ADMINISTRATION - 344,129 - 220,700 6404 - PS - MISC CONSULTING / STUDIES - 344,129 - 220,700 11904 - RX ADMIN FEES - 8,608 - 44,800 6404 - PS - MISC CONSULTING / STUDIES - 8,608 - 44,800 11905 - MEDICAL STOP LOSS - 1,024,499 - 1,465,600 6404 - PS - MISC CONSULTING / STUDIES - 1,024,499 - 1,465,600 11906 - HEALTH SCREENING 12,875 39,962 45,000 50,000 11.11% 6404 - PS - MISC CONSULTING / STUDIES 12,875 39,962 45,000 50,000 11.11% 11907 - WELLNESS COMMITTEE 2,340 2,793 4,900 5,000 2.04% 6529 - NON-INV - SUPPLIES 2,340 2,793 4,900 5,000 2.04% 11908 - EMPLOYEE CLINIC 190,231 311,332 225,000 275,000 22.22% 6404 - PS - MISC CONSULTING / STUDIES 190,231 311,332 225,000 275,000 22.22% 11909 - BENEFIT PROGRAM ADMIN FEES - 9,948 - 14,300 6322 - EMPLOYEE BENEFIT FEES - 9,948 - 14,300 11911 - TUITION REIMBURSEMENT 2,000 6,019 25,000 - -100.00% 6421 - EMPLOYEE TRAINING/DEVELOPMENT 2,000 6,019 25,000 - -100.00% 11915 - DENTAL - 499,377 - 480,000 6404 - PS - MISC CONSULTING / STUDIES - 499,377 - 480,000 11916 - DENTAL ADMIN FEES - 28,433 - 26,300 6404 - PS - MISC CONSULTING / STUDIES - 28,433 - 26,300 06010903 - EMPLOYEE BENEFIT FUND Total 292,925 10,517,737 385,700 12,444,500 3126.47% Expense Total 292,925 10,517,737 385,700 12,444,500 3126.47% 06010903 - EMPLOYEE BENEFIT FUND I:\Finance\Cubes\Live\Budget\2023 Budget\2023 Adopted Budget\0601-0903 Internal Service Benefit Fund Adopted Budget 3/28/2023 12:09 PM Page 329 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 06010903 - EMPLOYEE BENEFIT FUND Grand Total (90,932) (1,922,953) 360,700 664,100 84.11% I:\Finance\Cubes\Live\Budget\2023 Budget\2023 Adopted Budget\0601-0903 Internal Service Benefit Fund Adopted Budget 3/28/2023 12:09 PM Page 330 of 363 STRATEGIC PLAN GOALS 1 . . 1 2 Name EmailContact Information Paul Greeninger pgreeninger@ci.oshkosh.wi.us Workers Compensation Coordinated chemical leak training scenario with Fire Department and Wastewater Treatment. Reconvened safety committee and safety audits. Enhance the effectiveness of our City Government: maximize our financial position based on our capabilities and limitations. MISSION STATEMENT The function of Safety is to provide a safe workplace for our employees, to comply with Department of Safety and Professional Services Regulations (including safety education of all employees), and to manage the City's worker compensation claims. 0603-0909 Other 2023 GOALS Conduct workers compensation process training for supervisors. 2022 ACCOMPLISHMENTS Review & update the personal protective equipment program. Page 331 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Safety & Risk Management Officer 0.33 0.33 0.33 TOTAL PERSONNEL 0.33 0.33 0.33 WORKERS COMPENSATION (0603-0909) PERSONNEL POSITIONS Page 332 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 06030909 - WORKERS COMPENSATION INS Revenue 4816 - SERVICE CHARGE-INTERDEPARTMNTL (594,000) (945,200) (943,000) (985,100) 4.46% 4972 - MISCELLANEOUS REVENUE (141) - - - 5299 - TSF FROM OTHER FUNDS (388,000) (730,299) - - Revenue Total (982,141) (1,675,499) (943,000) (985,100) 4.46% Expense 6102 - REGULAR PAY 26,897 27,907 29,400 28,400 -3.40% 6106 - WORKERS COMPENSATION PAY 10,524 3,878 25,000 25,000 0.00% 6302 - FICA - EMPLOYERS SHARE 1,986 2,048 2,100 2,000 -4.76% 6304 - WISCONSIN RETIREMENT FUND 3,440 4,917 4,300 1,900 -55.81% 6306 - HEALTH INSURANCE 3,147 7,514 6,400 7,500 17.19% 6307 - HEALTH INSURANCE ADMIN FEE 800 800 800 - -100.00% 6308 - DENTAL 461 462 500 500 0.00% 6310 - LIFE INSURANCE 173 217 200 200 0.00% 6360 - GASB 74 75 OPEB EXPENSE - - - - 6404 - PS - MISC CONSULTING / STUDIES 34,475 10,482 21,000 21,000 0.00% 6412 - CONTRACTUAL AGREEMENT PYMNTS 682,150 463,561 675,000 700,000 3.70% 6415 - SUBSCRIPTION/LICENSING CNTRCTS 103 126 100 100 0.00% 6417 - 3RD PARTY CONTRACTED SERVICE 5,569 4,140 5,700 20,700 263.16% 6421 - EMPLOYEE TRAINING/DEVELOPMENT - 919 1,300 1,300 0.00% 6422 - PRFSL LICENSE/MEMBERSHIP/BOND - 100 200 200 0.00% 6451 - WORKERS COMPENSATION 164,936 170,499 170,500 190,000 11.44% 6454 - TELEPHONE / INTERNET SERVC 3 1 200 200 0.00% 6520 - OFFICE SUPPLIES - - 200 200 0.00% 6521 - EAM INV EXP - SUPPLIES 1522 - - 400 400 0.00% Expense Total 934,663 697,569 943,300 999,600 5.97% 06030909 - WORKERS COMPENSATION INS Total (47,477) (977,930) 300 14,500 4733.33% Grand Total (47,477) (977,930) 300 14,500 4733.33% 06030909 - WORKERS COMPENSATION INS 3/28/2023 12:10 PM Page 333 of 363 1 2 3 . . . . 1 2 3 . Name Email Contact Information Continue to provide efficient snow and ice removal Continue to assist DPW Divisions and other City Departments as needed Todd Burns, Street Division Supervisor Tburns@ci.oshkosh.wi.us FIELD OPS INTERNAL SERVICE FUND MISSION STATEMENT To plan and implement maintenance and repairs of streets and sewers to ensure they remain in a safe and serviceable condition 0609-0430 Other STRATEGIC PLAN GOALS 2022 ACCOMPLISHMENTS 2023 GOALS Improve and Maintain Infrastructure - Streets Improve and Maintain Infrastructure - Sanitary and Storm Sewers Provided assistance to numerous city departments including: RDA, Sign/Electric, Engineering, Parks, Transit, Museum, Water, Wastewater Paved over one mile of the Ames Point and North Menominee Park Trail Complete the full implementation of EAM software and subsequent internal chargeback system Evaluated and implemented more efficient leaf collection and snow plowing processes Completed the initial stage of implementing EAM software. Page 334 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Lead Equipment Operator 0.00 0.00 1.00 Lead Construction Worker 0.00 0.00 6.00 Equipment Operator 0.00 0.00 25.00 Street Maintenance Worker 0.00 0.00 1.00 TOTAL PERSONNEL 0.00 0.00 33.00 STREETS - OTHER FUND (0609-0430) PERSONNEL POSITIONS Page 335 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 06090430 - CENTRAL STREETS Revenue 4812 - SERVICE CHARGE-STREET - (93) - (3,593,300) Revenue Total - (93) - (3,593,300) Expense 6102 - REGULAR PAY - - - 1,940,700 6103 - REGULAR PAY - TEMP EMPLOYEE - - - - 6104 - OVERTIME PAY - - - 31,500 6302 - FICA - EMPLOYERS SHARE - - - 143,700 6304 - WISCONSIN RETIREMENT FUND - - - 134,100 6305 - WRS PENSION PRIOR SERVICE - - - - 6306 - HEALTH INSURANCE - - - 487,000 6307 - HEALTH INSURANCE ADMIN FEE - - - - 6308 - DENTAL - - - 28,200 6310 - LIFE INSURANCE - - - 3,100 6417 - 3RD PARTY CONTRACTED SERVICE - 5,584 - 4,000 6530 - EAM INV EXP - PARTS 1523 - 43,117 - 50,000 6531 - EAM INV EXP - CASTINGS 1510 - 34,808 - 173,000 6539 - NON INV - REPAIR PARTS - 481 - 500 6541 - EAM INV EXP - MATERIALS 1524 - 2,888 - 3,000 6549 - NON-INV MATERIALS - 283,899 - 435,000 Expense Total - 370,778 - 3,433,800 06090430 - CENTRAL STREETS Total - 370,685 - (159,500) Grand Total - 370,685 - (159,500) 06090430 - CENTRAL STREETS 3/28/2023 12:10 PM Page 336 of 363 1 2 3 . . . . 1 2 3 . Name Email STRATEGIC PLAN GOALS Improve and Maintain Our Infrastructure/City buildings Improve and Maintain Our Infrastructure/City equipment FLEET SERIVCES 0609-0450 FUND: Internal Service Fund MISSION STATEMENT To provide support services to meet the operational requirements of the Department of Public Works and other City Departments. Contact Information Travis C. Hildebrandt, PW Mechanic Division Manager Thildebrandt@ci.oshkosh.wi.us 2022 ACCOMPLISHMENTS Continued performing maintenance and repair for Oshkosh Police Dept. vehicles Continued performing maintenance and repair for Oshkosh Fire Dept. vehicles Continued performing maintenance and repair for Public Works, Parks and Transit vehicles Wrote specifications for major equipment approved for purchase in 2021 Trained mechanics in Pierce fire apparatus and Emergency Vehicle Technician training 2023 GOALS Purchase the remaining vehicles/equipment approved for purchase in 2022 Purchase vehicles/equipment approved for purchase in 2023 Continue to develop personnel; ASE and EVT training, Qualify Mechanics for the Master Mechanic Position Continue to improve preventive maintenance/minimize unscheduled downtime Continue to Implement Tyler EAM Page 337 of 363 Current Current 2023 Budgeted Actual Proposed Position Title Employees Employees Employees Mechanics Division Coordinator 0.00 0.00 1.00 Office Assistant-PT 0.00 0.00 0.60 Equipment Mechanic 0.00 0.00 6.00 Welder 0.00 0.00 1.00 Fleet and Equipment Technician 0.00 0.00 1.00 TOTAL PERSONNEL 0.00 0.00 9.60 CENTRAL GARAGE FUND (0609-0450) PERSONNEL POSITIONS Page 338 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 06090450 - CENTRAL GARAGE Revenue 4551 - FUEL REVENUE - (23,233) (61,300) (1,121,200) 1729.04% 4815 - SERVICE CHARGE-CENTRAL GARAGE - (902,651) (543,500) (1,418,200) 160.94% Revenue Total - (925,885) (604,800) (2,539,400) 319.87% Expense 6102 - REGULAR PAY - - - 547,300 6104 - OVERTIME PAY - - - 5,000 6302 - FICA - EMPLOYERS SHARE - - - 42,900 6304 - WISCONSIN RETIREMENT FUND - - - 37,600 6306 - HEALTH INSURANCE - - - 144,100 6308 - DENTAL - - - 8,800 6310 - LIFE INSURANCE - - - 1,600 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - 1,000 - -100.00% 6416 - PREVENTATIVE MNTC CONTRACTS - - - - 6417 - 3RD PARTY CONTRACTED SERVICE - 83,473 93,000 110,000 18.28% 6423 - EMPLOYEE ALLOWANCE/REIMBRSMNT - - - - 6441 - RENTAL EXPENSE - - - - 6462 - INVENTORY OVER/SHORT - (158,491) - - 6469 - UNCOLLECTIBLE ACCOUNTS - - - - 6511 - EAM INV EXP - FUEL 1521 - 186,434 813,500 1,117,300 37.34% 6512 - COMPRESSED NATURAL GAS CNG - - 32,500 - -100.00% 6513 - OIL /LUBRICANTS - 20,631 25,000 25,000 0.00% 6514 - WELDING & MISC GASES - 739 1,000 - -100.00% 6519 - NON-INVENTORY FUEL - 52,451 - 41,000 6520 - OFFICE SUPPLIES - - - - 6521 - EAM INV EXP - SUPPLIES 1522 158 145,235 447,000 - -100.00% 6529 - NON-INV - SUPPLIES - 74,656 50,000 50,000 0.00% 6530 - EAM INV EXP - PARTS 1523 - 11,427 - 30,000 6539 - NON INV - REPAIR PARTS - 286,968 - 381,600 6550 - MINOR EQUIPMENT - - - - Expense Total 158 703,524 1,463,000 2,542,200 73.77% 06090450 - CENTRAL GARAGE Total 158 (222,361) 858,200 2,800 -99.67% Grand Total 158 (222,361) 858,200 2,800 -99.67% 06090450 - CENTRAL GARAGE 3/28/2023 12:11 PM Page 339 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget 07070071 - TRUST FUNDS Revenue 4908 - INTEREST-OTHER INVESTMENTS (284,623) (275,357) (159,200) (112,400) -29.40% 4916 - CAPITAL GAINS ON INVESTMENTS (732,462) 888,796 (350,800) (468,500) 33.55% 4952 - GIFTS & DONATIONS (160,871) (711,598) (30,700) (175,000) 470.03% 4972 - MISCELLANEOUS REVENUE (20,458) (19,319) (21,200) (15,000) -29.25% Revenue Total (1,198,413) (117,478) (561,900) (770,900) 37.20% Expense 6401 - PS - ENGINEER/SURVEY/APPRAISAL - - - - 6417 - 3RD PARTY CONTRACTED SERVICE 8,987 20,418 20,500 13,000 -36.59% 6465 - BANK FEES 65,505 57,415 30,800 59,000 91.56% 6524 - SPECIALTY SUPPLIES 41,800 73,245 34,900 54,900 57.31% 6529 - NON-INV - SUPPLIES 201 201 300 - -100.00% 7222 - FINE ART EXHIBITION - - 2,000 - -100.00% 7470 - TSF TO OTHER 511,967 167,500 147,500 210,600 42.78% Expense Total 628,461 318,780 236,000 337,500 43.01% 07070071 - TRUST FUNDS Total (569,953) 201,302 (325,900) (433,400) 32.99% Grand Total (569,953) 201,302 (325,900) (433,400) 32.99% 07070071 - TRUST FUNDS 3/28/2023 12:11 PM Page 340 of 363 STRATEGIC PLAN GOALS 1 . . 1 2 3 Name Email Contact Information Continue to market available properties Continue to acquire/rehabilitate/demolish/sell residential properties Kelly Nieforth knieforth@ci.oshkosh.wi.us Redevelopment Authority MISSION STATEMENT The Common Council created the Redevelopment Authority (RDA) in 2003. The primary emphasis and focus of the Redevelopment Authority is 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. 0901-0999 Other 2022 ACCOMPLISHMENTS 2023 GOALS Support redevelopment opportunities throughout the city Continued to acquire blighted properties for neighborhood and commercial redevelopment Continued to acquire/rehabilitate/demolish/sell residential properties Continue to acquire blighted properties for neighborhood redevelopment Page 341 of 363 2021 Actuals 2022 Projected Actuals 2022 Revised Budget 2023 ADOPTED BUDGET % Change from 2022 Budget to 2023 Budget Revenue 09010999 - REDEVELOPMENT AUTHORITY 4920 - RENTAL REVENUE (6,000) (6,000) (6,000) (6,000) 0.00% 4972 - MISCELLANEOUS REVENUE (1,062) (1,720) (1,000) - -100.00% 5299 - TSF FROM OTHER FUNDS (136,860) (156,644) (1,500,000) (100,100) -93.33% 5300 - SALE OF CAPITAL ASSETS (2,029,490) (21,165) (25,000) - -100.00% 5301 - CAPITAL GAIN/LOSS PROPERTY/LAN 274,218 150,255 - - 09010999 - REDEVELOPMENT AUTHORITY Total (1,899,194) (35,274) (1,532,000) (106,100) -93.07% Revenue Total (1,899,194) (35,274) (1,532,000) (106,100) -93.07% Expense 09010999 - REDEVELOPMENT AUTHORITY 6401 - PS - ENGINEER/SURVEY/APPRAISAL 36 - 1,500,900 100,000 -93.34% 6417 - 3RD PARTY CONTRACTED SERVICE 643 - - - 6450 - INSURANCE EXPENSE 5,181 5,181 5,200 5,200 0.00% 6451 - WORKERS COMPENSATION 870 848 900 - -100.00% 6462 - INVENTORY OVER/SHORT 8,564 - - - 6467 - RDA INTERFUND CHARGEBACK 31,631 18,321 - - 7208 - LAND & LAND IMPVMTS - - 45,000 - -100.00% 09010999 - REDEVELOPMENT AUTHORITY Total 46,924 24,350 1,552,000 105,200 -93.22% Expense Total 46,924 24,350 1,552,000 105,200 -93.22% Grand Total (1,852,269) (10,924) 20,000 (900) -104.50% 09010999 - REDEVELOPMENT AUTHORITY 3/28/2023 12:12 PM Page 342 of 363 MANAGER RECOMMENDED CIP City of Oshkosh, Wisconsin PROJECTS & FUNDING SOURCES BY DEPARTMENT 2023 2032thru Total20232024202520262027Department20282029203020312032Project # 0050 - City Clerk 132,100132,1004208-ARPA Funding 132,100132,1000050 - City Clerk Total 23 CC BGR BK 132,100CC: Badger Books 132,100 132,100132,1000050 - City Clerk Total 0110 - Information Technology 370,000170,0004100-Levy 200,000 204,400204,4004208-ARPA Funding 574,400374,4000110 - Information Technology Total 200,000 23 IT MS OFF 170,000IT: Microsoft Office Upgrade 370,000200,000 23 IT NTWRK1 40,300Cable & Network Equip Fire15-Leach 40,300 23 IT NTWRK2 76,600Cable & Network Equip Parks-Sawyer 76,600 23 IT NTWRK3 87,500Cable & Network Equip Sawyer-Pollock 87,500 574,400374,4000110 - Information Technology Total 200,000 0130 - Facilities 00A ADA PROG 100,000 100,000 100,000 100,000FAC: ADA Improvement Program 500,000100,000 00A FURN RPL 50,000 10,000 10,000 10,000FAC: Office Furniture Replacement 140,00010,000 10,000 10,000 10,000 10,00010,000 00A HVAC/RF 550,000 750,000 750,000 750,000FAC: HVAC/Roofing Replacement 7,300,000750,000 750,000 750,000 750,000 750,000750,000 00A SB ELAVT 350,000FAC: Safety Bldng Elevator 1-2 350,000 23 CTYHAL2NDFAC: City Hall 2nd FLR Tile Replacement 30,00030,000 Page 343 of 363 Total20232024202520262027Department20282029203020312032Project # 5,0001,000 1,0002000-Trade-In 3,000 810,000184,000 110,000 214,000 110,000 110,0004100-Levy 10,000 10,000 10,000 10,000 42,000 28,350,0003,600,000 750,000 750,000 18,750,000 750,0004401-Debt 750,000 750,000 750,000 750,000 750,000 29,165,0003,785,000 860,000 965,000 18,860,000 860,0000130 - Facilities Total 760,000 760,000 760,000 760,000 795,000 23 FAC SBSTR 2,700,000FAC: PD 3rd Av/Storage Facility 2,700,000 23 FAC VEH1 35,000FAC: #003 1/2-Ton PU Truck 35,000 25 FAC CTYHL 18,000,000FAC: City Hall Renovation 18,000,000 25 FAC TRTR2FAC: Commercial Lawn Tractor 27,00027,000 25 FAC VEH1FAC: #002 3/4Ton PU Truck w/Plow & Liftgate 48,00048,000 32 FAC VEH1FAC: #001 1/2-Ton Pickup Truck 35,00035,000 29,165,0003,785,000 860,000 965,000 18,860,000 860,0000130 - Facilities Total 760,000 760,000 760,000 760,000 795,000 0150 - Oshkosh Media 75,00075,0004100-Levy 75,00075,0000150 - Oshkosh Media Total 23 MEDIA 404 75,000OM: Replace Video Equip Rm 404/406 75,000 75,00075,0000150 - Oshkosh Media Total 0211 - Police 1,240,00080,000 40,000 40,000 40,000 40,0004100-Levy 250,000 750,000 450,000450,0004208-ARPA Funding 00A PD TASER 45,000 40,000 40,000 40,000PD: TASER Replacement 205,00040,000 23 PD BRIER 200,000PD: Vehicle Barrier System 200,000 23 PD NDS 35,000PD: Tru Narc Narcotics Detection System 35,000 23 PD TRCK1 350,000PD: Mobile Field Force/Crisis Negotiator Truck 350,000 28 PD TRRVPD: Tactical Response & Recovery Veh 250,000250,000 29 PD CCOVPD: Command & Community Outreach Veh 750,000750,000 1,790,000630,000 40,000 40,000 40,000 40,0000211 - Police Total 250,000 750,000 Page 344 of 363 Total20232024202520262027Department20282029203020312032Project # 100,000100,0004952-Donations 1,790,000630,000 40,000 40,000 40,000 40,0000211 - Police Total 250,000 750,000 0230 - Fire 1,500,0001,500,0001300-Cash-Fund Balance 2,402,52556,700 316,800 253,600 320,325 314,5004100-Levy 218,500 218,300 119,000 288,300 296,500 2,707,500281,000 2,426,5004208-ARPA Funding 00 FIRE LAND 1,500,000FIRE: Land for Stations 2,250,000750,000 00A FIR GEAR 80,000 158,300 181,700 181,500FIRE: Turn Out Gear 1,742,90091,300 128,000 218,300 288,300 296,500119,000 00A FIRE AMB 1,182,000FIRE: Replace Ambulances 4,715,0001,536,000 1,997,000 00A FIRE HOS 8,500 6,500 4,000 60,000FIRE: New Hose 212,5004,000 4,500 120,0005,000 00A FIRE MAT 12,500 13,125FIRE: Replace Mattresses 25,625 23 FIRE AF15 60,000FIRE: Apparatus Floor 15 60,000 23 FIRE DW15 35,000FIRE: Driveway St. 15 35,000 23 FIRE ENG1 771,500 1,210,000 1,331,000FIRE: Replace Fire Engine 5,876,6001,100,000 1,464,100 23 FIRE EYES 12,500FIRE: Garage Door Safety Eyes 12,500 23 FIRE GNRS 70,000 140,000FIRE: Replace Generators 210,000 23 FIRE PV15 35,000FIRE: Station 15 Parking Lot Repair 35,000 23 FIRE PV18 83,600FIRE: Station 18 Parking Lot Repair 127,20043,600 23 FIRE RENO 50,000 50,000 50,000 50,000FIRE: Station Renovations 250,00050,000 23 FIRE VEHS 56,700 62,400 75,500 83,000FIRE: Other Vehicles 436,80068,700 90,500 23 TRNG CTR 5,650,000FIRE: Fire Training Center 5,650,000 24 FIRE AERI 1,455,000FIRE: Aerial Truck 1,455,000 24 FIRE MNTR 950,000FIRE: Replace Cardiac Monitors & AEDs 950,000 24 FIRE PV17 35,000FIRE: Station 17 Parking Lot Repair 35,000 24 FIRE QNT 1,280,000FIRE: Replace Quint Fire Truck 4,115,0002,835,000 25 FIRE PV16FIRE: Station 16 Parking Lot Repair 15,00015,000 25 FIRE ST16FIRE: Station 16 6,500,0006,500,000 28 FIRE ST15FIRE: Remodel Station 15 5,100,0005,100,000 29 FIRE STATFIRE: Remodel Stations 17, 18, 19 7,800,0002,600,000 2,600,0002,600,000 32 FIRE RDIOFIRE: Replace Radios 1,000,0001,000,000 32 FIRE SCBAFIRE: SCBA's 1,000,0001,000,000 49,609,1252,679,200 9,883,300 8,618,600 2,716,325 1,705,5000230 - Fire Total 6,786,600 1,758,800 2,724,000 5,843,300 6,893,500 Page 345 of 363 Total20232024202520262027Department20282029203020312032Project # 39,931,600771,500 7,105,000 7,600,000 2,392,000 1,331,0004401-Debt 6,564,100 1,536,000 2,600,000 5,435,000 4,597,000 3,067,50070,000 35,000 765,000 4,000 60,0009000-To Be Determined 4,000 4,500 5,000 120,000 2,000,000 49,609,1252,679,200 9,883,300 8,618,600 2,716,325 1,705,5000230 - Fire Total 6,786,600 1,758,800 2,724,000 5,843,300 6,893,500 0410 - Utility Infrastructure 00A ASPHALT 425,000 425,000UI: Asphalt Program (Annual)2,975,000425,000 425,000 425,000 425,000425,000 00A CONCRT 285,000 285,000 285,000UI: Concrete Pavement Repairs (Annual)2,280,000285,000 285,000 285,000 285,000285,000 00A ENV SVR 355,000 355,000 355,000 355,000UI: 20-91 Up-Front Engineering Services 3,550,000355,000 355,000 355,000 355,000 355,000355,000 00A I&I LEAK 1,000,000 1,000,000 1,500,000 1,500,000UI: Inflow/Infiltration Removal 13,500,0001,000,000 1,500,000 1,500,000 1,500,000 1,500,0001,500,000 00A LEADSRV 100,000 100,000 100,000 100,000UI: Misc. Utility-Owned Lead Service Repl.1,000,000100,000 100,000 100,000 100,000 100,000100,000 00A SS/SWLAT 675,000 675,000 675,000 675,000UI: Mini Storm Sewers/Storm Laterals 6,750,000675,000 675,000 675,000 675,000 675,000675,000 00A SW NOI 70,000 70,000 70,000 70,000UI: New Sidewalk Ordered In 700,00070,000 70,000 70,000 70,000 70,00070,000 00A SW REHAB 1,000,000 888,000 888,000 888,000UI: Sidewalk Rehab & Reconst Prog 8,992,000888,000 888,000 888,000 888,000 888,000888,000 00A SW SUBDV 30,000 30,000 30,000 30,000UI: Subdivision Sidewalk Agreements 300,00030,000 30,000 30,000 30,000 30,00030,000 21-03 OREGON 3,487,500UI: Oregon Street Interceptor Sewer 3,487,500 21-12 BRADLY 3,088,900UI: Bradley Street Asphalt Paving 3,088,900 21-13 ANCHOR 993,000UI: Anchorage Watershed RR-Libbey Storm Sewer 993,000 21-14 GALLUP 1,500,000UI: Glatz Cr/Gallups-Merritts/Johnson Av Wtrsheds 1,500,000 21-15 SAWYR 10,000,000UI: Sawyer Creek Watershed Detention Basin 10,000,000 22-14 S WASH 1,010,100UI: S Washburn Asphalt Const/W 20th 1,010,100 22-15 S WASHUI: S Washburn Asphalt Const-W Waukau 1,895,0001,895,000 22-16 OSBORN 715,400UI: Osborn Ave Asphalt Const 715,400 23 ARTHUR 2,492,500UI: Arthur Ave Reconstruction 2,492,500 23 BAUMAN ST 1,013,000UI: Bauman St Reconstruction 1,013,000 23 COOLIDGE 1,027,900UI: Coolidge Ave Reconstruction 1,027,900 23 MCKINLEY 1,238,100UI: McKinley St Reconstruction 1,238,100 23 MOCKBIRD 113,000UI: Mockingbird Way Traffic Calming 113,000 23 TYLER AVE 3,331,600UI: Tyler Ave Reconstruction 3,331,600 23 W LINCOLN 3,875,200UI: W Lincoln Ave Reconstruction 3,875,200 23 WATER MN 3,025,400UI: Water Main Replacements 3,025,400 23 WISC ST 4,390,600UI: Wisconsin St Reconst 4,390,600 24 CHERRY 6,347,800UI: Cherry St Reconstruction 6,347,800 24 GRAND ST 2,478,600UI: Grand St Reconstruction 2,478,600 Page 346 of 363 Total20232024202520262027Department20282029203020312032Project # 24 IOWA ST 735,800UI: Iowa St Reconstruction 735,800 24 JOHNS WTR 1,810,000UI: Johnson Ave Watershed 1,810,000 24 MICHIGAN 1,255,000UI: Michigan St Reconstruction 1,255,000 24 NEB SS 2,063,500UI: Nebraska Sanitary Intrcptr Sewer 2,063,500 24 PROSPECT 1,052,900UI: Prospect Ave Water Main Rplcmnt 1,052,900 24 STRING 4,070,000UI: Stringham Watershed Box Clvrt-PH 2 4,070,000 24 W 5TH AVE 1,719,200UI: W 5th Ave Reconstruction 1,719,200 24 W 7TH AVE 1,652,600UI: W 7th Ave Reconstruction 1,652,600 24 WAUGOO 6,269,100UI: Waugoo Ave Reconstruction 6,269,100 25 BAY SHOREUI: Bay Shore Dr Reconst 2,562,9002,562,900 25 BAY STUI: Bay St Reconstruction 528,000528,000 25 BOWEN STUI: Bowen St Reconstruction 3,426,8003,426,800 25 CENTRALUI: Central St Reconstruction 4,161,2004,161,200 25 STRINGUI: Stringham Watershed Box Clvrt-PH 3 3,323,0003,323,000 25 WAUGOO A V UI: Waugoo Ave Reconstruction 3,025,5003,025,500 25 WEST 15THUI: W 15th Ave Reconstruction 6,996,4006,996,400 26 BOWEN ST 250,000 25,000 9,460,800UI: Bowen St Reconstruction 9,735,800 26 FERNAU 50,000 5,000,000UI: Fernau Watershed Detention Basin (Hoffmaster) 5,050,000 26 N EAGLE 3,421,600UI: N Eagle St Reconst 3,421,600 26 OHIO ST 5,283,000UI: Ohio St Reconstruction 5,283,000 26 SCOTT AVE 5,513,700UI: Scott Ave Reconstruction 5,513,700 26 W 9TH IMP 300,000UI: W 9th Ave Gateway Corridor Imprvmnts 850,000550,000 26 WDLD-CHRY 2,851,200UI: Woodland Ave Reconstruction 2,851,200 27 BOWEN ST 6,691,000UI: Bowen St Reconstruction 6,691,000 27 LAKEVW PS 876,000UI: Lakeview San Pump/SW Lift Station Replacement 4,876,0004,000,000 27 W 14TH AV 6,743,800UI: W 14th Ave Reconstruction 6,743,800 27 WRIGHT 3,662,700UI: Wright St Reconstruction 3,662,700 28 KIRKWOODUI: Kirkwood Dr Reconstruction 3,002,9003,002,900 28 MILL STUI: Mill St Reconstruction 2,201,2002,201,200 28 W 16TH AVUI: W 16th Ave Reconstruction 6,991,4006,991,400 29 MERRITTUI: Merritt Ave Reconstruction 19,799,200400,000 19,399,200 29 OREGONUI: Oregon St Reconstruction 1,893,8001,893,800 30 W 9TH AVEUI: W 9th Ave Reconstruction 10,857,00010,857,000 31 S MAINUI: S Main St Reconstruction 15,005,00015,005,000 Page 347 of 363 Total20232024202520262027Department20282029203020312032Project # 1,825,00062,500 62,500 62,500 237,500 237,5004100-Levy 237,500 237,500 237,500 237,500 212,500 175,000175,0004208-ARPA Funding 495,355495,3554260-Grant 2,921,2001,038,200 1,883,0004262-State DOT 56,417,9005,840,500 5,620,100 6,469,900 7,151,000 5,300,5004401-Debt 4,736,200 5,953,300 6,264,300 5,774,300 3,307,800 43,588,9003,995,500 8,726,400 3,841,300 5,194,900 4,339,9005273-Sewer Revenue Bonds 3,592,700 5,627,700 2,822,500 3,127,900 2,320,100 47,179,2007,619,800 6,081,200 4,411,800 5,800,400 4,447,3005275-Water Revenue Bonds 2,860,200 8,223,700 2,242,500 3,581,400 1,910,900 60,897,24514,206,845 12,442,600 7,015,500 5,041,600 8,209,7005278-Storm Revenue Bonds 2,160,000 5,425,200 1,398,200 3,396,400 1,601,200 30,718,6003,993,000 4,095,200 3,790,800 4,239,900 3,106,6005283-Assessment 2,226,900 2,493,600 2,455,000 2,599,300 1,718,300 7,010,000705,000 685,000 685,000 705,000 705,0005299S-Sewer Utility Fund Balance 705,000 705,000 705,000 705,000 705,000 7,775,000790,000 715,000 715,000 790,000 790,0005299SW-Storm Water Utility Fund Balance 790,000 790,000 790,000 790,000 815,000 1,620,000165,000 150,000 150,000 165,000 165,0005299W-Water Utility Fund Balance 165,000 165,000 165,000 165,000 165,000 260,623,40039,086,700 38,578,000 27,141,800 31,208,300 27,301,5000410 - Utility Infrastructure Total 17,473,500 29,621,000 17,080,000 20,376,800 12,755,800 31 WDLD-HIGHUI: Woodland Ave Reconstruction 1,043,8001,043,800 32 N SAWYERUI: N Sawyer St Reconstruction 8,427,8008,427,800 260,623,40039,086,700 38,578,000 27,141,800 31,208,300 27,301,5000410 - Utility Infrastructure Total 17,473,500 29,621,000 17,080,000 20,376,800 12,755,800 0420 - Engineering 27,50027,5001300-Cash-Fund Balance 10,0001,000 3,000 3,0002000-Trade-In 3,000 120,00040,000 40,0004401-Debt 40,000 14,00014,0005273-Sewer Revenue Bonds 14,00014,0005275-Water Revenue Bonds 14,00014,0005278-Storm Revenue Bonds 23 ENG VEH1 43,000ENG: #385 4WD 1/2-Ton PU 43,000 23 ENG VEH2 27,500ENG: Compact SUV 27,500 24 ENG VEH1 43,000ENG: #386 4WD 1/2-Ton PU 43,000 27 ENG VEH1 43,000ENG: #388 4WD 1/2-Ton PU 43,000 32 ENG VEH1ENG: #381 4WD 1/2-Ton PU 43,00043,000 199,50070,500 43,000 43,0000420 - Engineering Total 43,000 Page 348 of 363 Total20232024202520262027Department20282029203020312032Project # 199,50070,500 43,000 43,0000420 - Engineering Total 43,000 0430 - Street Division 00A STR EQP1 34,000 15,000STR: Replace Trailers 97,00010,000 12,000 14,000 12,000 00A STR VE01 760,000 260,000 515,000 265,000STR: Replace Tandem-Axle Plow Trucks 3,860,000515,000 250,000 265,000 515,000 265,000250,000 23 STR EQ4 50,000STR: New Forklift 50,000 23 STR EQP2 75,000STR: #163, Asphalt Roller 75,000 23 STR EQP3 335,000 335,000 335,000STR: Replace Articulated Loaders 1,675,000335,000 335,000 23 STR VEH02 450,000 225,000 225,000STR: Replace Single-Axle Trucks 1,825,000225,000 250,000 225,000 225,000 23 STR VEH03 47,500STR: #34, 1-Ton 4WD Ext Cab PU Truck 47,500 23 STR VEH05 125,000STR: Replace Semi-Tractors 250,000125,000 24 STR EQP2 32,000STR: #200, Road Saw 32,000 24 STR EQP3 14,000STR: #105, Zero-Turn Mower 14,000 24 STR EQP5 50,000STR: #260, Crack Filler 50,000 24 STR EQP6STR: #168, Paver 380,000380,000 24 STR EQP7STR: Replace Sidewalk Tractors 135,000135,000 24 STR VEH1 47,500STR: #32, 1-Ton 4WD Ext Cab PU Truck 47,500 25 STR EQP1STR: #218, Trailered Air Compressor 30,00030,000 25 STR VEH1STR: #37, Supervisor's Pickup Truck 40,00040,000 25 STR VEH2STR: #26 1-Ton 4WD Dump TRK w/Toolbox 105,000105,000 26 STR EQP1 190,000STR: #172 114" Snow Blower 190,000 26 STR EQP2 40,000STR: #264 Tar Kettle Trailer Unit 40,000 26 STR VEH2 47,500STR: #25 1-Ton 4WD Ext Cab PU TRK 47,500 27 STR VEH1 48,000STR: #38 1-Ton 4WD PU Truck 48,000 27 STR VEH2 47,500STR: #39 1-Ton 4WD Ext Cab PU TRK 47,500 28 STR EQP1STR: #239 Stainless Tanker Semi-Trailer 90,00090,000 28 STR EQP2STR: #254, Trailered Cement Mixer 10,00010,000 28 STR VEH1STR: #28 1-Ton 4WD Dump Truck 105,000105,000 28 STR VEH2STR: #141, Motor Grader with Wing 400,000400,000 29 STR EQP1STR: #237, Lowboy Trailer 85,00085,000 29 STR EQP2STR: #103, Utility Tractor 70,00070,000 29 STR VEH2STR: #30, Supervisor's Pickup Truck 38,50038,500 29 STR VEH3STR: #191, Excavator 325,000325,000 30 STR EQP1STR: #232, Dump Trailer 75,00075,000 Page 349 of 363 Total20232024202520262027Department20282029203020312032Project # 672,00075,000 52,000 102,500 67,000 55,0002000-Trade-In 67,500 68,000 66,000 71,000 48,000 10,862,5001,317,500 788,000 1,797,500 1,333,000 880,5004401-Debt 1,049,500 940,500 907,500 871,000 977,500 11,534,5001,392,500 840,000 1,900,000 1,400,000 935,5000430 - Street Division Total 1,117,000 1,008,500 973,500 942,000 1,025,500 30 STR EQP2STR: #263, Asphalt Patch Trailer 55,00055,000 30 STR EQP3STR: #167, Double-Drum Asphalt Roller 70,00070,000 30 STR VEH1STR: #35, Supervisor's Pickup Truck 38,50038,500 30 STR VEH2STR: #130, Skid Steer 110,000110,000 30 STR VEH3STR: #21 Single-Axle Mason TRK w/Crane 150,000150,000 31 STR EQP1STR: #160 Finish Roller 30,00030,000 31 STR EQP2STR: #219 Trailered Air Compressor 30,00030,000 31 STR VEH1STR: #27 1-Ton 4WD Dump TRK w/ V- Plow 105,000105,000 31 STR VEH2STR: #175 Tractor with Plow & Mower 220,000220,000 31 STR VEH3STR: #261 Walk-Behind Router 28,00028,000 32 STR EQP1STR: Field Ops Facility Brine Maker 100,000100,000 32 STR EQP2STR: Field Ops Facility Air Compressor 40,00040,000 32 STR VEH1STR: #31 1-Ton 4WD Ext Cab PU Truck 48,50048,500 32 STR VEH2STR: #192 Excavator 225,000225,000 11,534,5001,392,500 840,000 1,900,000 1,400,000 935,5000430 - Street Division Total 1,117,000 1,008,500 973,500 942,000 1,025,500 0450 - Central Garage 12,5007,5002000-Trade-In 5,000 247,50080,000 112,5004401-Debt 55,000 260,00080,000 120,0000450 - Central Garage Total 60,000 26 CG EQP1 80,000CG: #108 Adv Ride-On Floor Scrubber 80,000 27 CG VEH1 120,000CG: #36 Single-Axle Pickup Truck 120,000 32 CG VEH1CG: #121 Forklift 60,00060,000 260,00080,000 120,0000450 - Central Garage Total 60,000 0470 - Sanitation Page 350 of 363 Total20232024202520262027Department20282029203020312032Project # 115,0005,000 10,000 10,000 15,0002000-Trade-In 30,000 30,000 15,000 2,660,000270,000 265,000 265,000 260,0004401-Debt 640,000 640,000 320,000 2,775,000275,000 275,000 275,000 275,0000470 - Sanitation Total 670,000 670,000 335,000 23 SANI VEH1 275,000 275,000 275,000SAN: Rear-Load Refuse Trucks 1,100,000275,000 30 SANI VEH1SAN: Automated Side-Load Refuse Trucks 1,675,000670,000 335,000670,000 2,775,000275,000 275,000 275,000 275,0000470 - Sanitation Total 670,000 670,000 335,000 0480 - Recycling 1,963,000375,000 310,000 310,0001000-Operations 310,000 658,000 165,00025,000 25,000 15,000 25,0002000-Trade-In 25,000 50,000 320,000320,0004100-Levy 2,448,000400,000 335,000 335,000 335,0000480 - Recycling Total 335,000 708,000 23 RECY EQP1 75,000REC: Roll-Off Containers 113,00038,000 23 RECY VEH1 325,000 335,000 335,000REC: Automated Side-Load Refuse Trucks 2,000,000335,000 670,000 25 RECY EQP1REC: #111, Articulated Loader 335,000335,000 2,448,000400,000 335,000 335,000 335,0000480 - Recycling Total 335,000 708,000 0610 - Parks Dept - General 23 PRK EQP1 73,000 73,000 73,000 73,000PRKS: 454 Toro Zero Turn 761,00073,000 76,000 76,000 80,000 84,00080,000 23 PRK EQP2 45,000PRKS: Shop Sweeper 45,000 23 PRK EQP3 98,000PRKS: 443 Cat Track Skidsteer 98,000 23 PRK EQP4 16,000PRKS: 426 Skidsteer Trailer 16,000 23 PRK VEH1 30,000PRKS: 417 Ranger Ext Cab 30,000 24 PRK VEH1 30,000PRKS: 406 Ford Ranger 30,000 24 PRK VEH2 50,000PRKS: 416 Ford F-350 50,000 24 PRK VEH3 83,000PRKS: 412 1-Ton Dump Truck 83,000 25 PRK EQP1 26,000PRKS: Athletic Field Groomer 81,00026,000 29,000 25 PRK EQP4PRKS: 428 Enclosed Equipment Trailer 18,00018,000 25 PRK VEH1PRKS: 414 F-250 PU Truck 50,00050,000 Page 351 of 363 Total20232024202520262027Department20282029203020312032Project # 111,00015,000 13,000 9,000 25,000 17,0002000-Trade-In 4,000 9,000 9,000 4,000 6,000 2,020,000186,000 284,000 158,000 424,000 329,0004401-Debt 72,000 188,000 196,000 76,000 107,000 2,131,000201,000 297,000 167,000 449,000 346,0000610 - Parks Dept - General Total 76,000 197,000 205,000 80,000 113,000 26 PRK EQP1 115,000PRKS: 420 Toro 16' Mower 361,000121,000 125,000 26 PRK VEH1 55,000PRKS: 400 F-150 PU Truck 55,000 26 PRK VEH2 90,000PRKS: 489 Step Van 90,000 26 PRK VEH3 90,000PRKS: 444 Bobcat Toolcat 90,000 27 PRK EQP1 18,000PRKS: 427 Enclosed Trailer 18,000 27 PRK VEH1 90,000PRKS: 408 F-550 Dump Truck 90,000 27 PRK VEH2 55,000PRKS: 410 F-150 PU Truck 55,000 27 PRK VEH3 110,000PRKS: 415 F-750 CNG 3YD TRUCK 110,000 2,131,000201,000 297,000 167,000 449,000 346,0000610 - Parks Dept - General Total 76,000 197,000 205,000 80,000 113,000 0620 - Forestry 13,0005,000 8,0002000-Trade-In 298,000100,000 198,0004401-Debt 311,000105,000 206,0000620 - Forestry Total 25 FRSY VEH1FRSTRY: 480 Ford F750 105,000105,000 26 FRST EQ1 95,000FRSTRY: 442 John Deere Tractor/Loader 95,000 26 FRSY VEH1 85,000FRSTRY: 479 F250 Pick Up Truck 85,000 26 FRSY VEH2 26,000FORESTRY: P11 Athletic Groomer 26,000 311,000105,000 206,0000620 - Forestry Total 0650 - Cemetery 00A CEMROAD 25,000 25,000CEM: Cemetery Road Repaving 125,00025,000 25,000 25,000 23 CEM EQUP1 40,000CEM: 499 JD Gator 40,000 23 CEM VEH1 50,000CEM: 493 F250 PKUP fuel tanks & gte 50,000 23 CEM VEH2 75,000CEM: 486 1 Ton Dump Trk w/plow 175,000100,000 24 CEM EQP1 45,000CEM: 031 Leaf picker/vacuum 90,00045,000 24 CEM EQP2 20,000CEM: 536 Scag Zero Turn 50,00030,000 Page 352 of 363 Total20232024202520262027Department20282029203020312032Project # 24,0008,000 1,000 5,000 5,0002000-Trade-In 5,000 125,00025,000 25,000 25,0004100-Levy 25,000 25,000 546,000157,000 154,000 40,000 40,0004401-Debt 30,000 125,000 695,000190,000 155,000 70,000 45,000 25,0000650 - Cemetery Total 25,000 55,000 130,000 24 CEM EQP3 20,000CEM: 537 Scag Zero Turn 50,00030,000 24 CEM EQP4 20,000CEM: 538 Scag Zero Turn 20,000 24 CEM EQP5 20,000CEM: 539 Scag Zero Turn 20,000 24 CEM VEH1 75,000CEM: 409 Van 75,000 695,000190,000 155,000 70,000 45,000 25,0000650 - Cemetery Total 25,000 55,000 130,000 0740 - Planning 10,860,000525,000 612,500 1,262,500 1,180,000 1,355,0004100-Levy 1,355,000 1,330,000 1,130,000 1,055,000 1,055,000 3,500,0003,500,0004208-ARPA Funding 25,600,000650,000 450,000 3,550,000 2,900,000 4,900,0004401-Debt 5,500,000 6,900,000 250,000 250,000 250,000 00A BKE PED 50,000 50,000 50,000 50,000PLNG: Bicycle & Pedestrian Infrastructure 500,00050,000 50,000 50,000 50,000 50,00050,000 00A BLGT RM1 250,000 300,000 750,000 750,000PLNG: Blight Removal Scattered Sites 6,550,000750,000 750,000 750,000 750,000 750,000750,000 00A G NHOODS 175,000 175,000 250,000 250,000PLNG: Great Neighborhoods Initiative 2,350,000250,000 250,000 250,000 250,000 250,000250,000 00A GATE IMP 100,000 200,000PLNG: Gateway Improvements 800,000100,000 200,000 200,000 00A PLN STDY 200,000 300,000 400,000 500,000PLNG: Housing Study 1,800,000400,000 00A RW SIGNS 50,000 50,000 5,000 5,000PLNG: Riverwalk Signage and Banners 185,00050,000 5,000 5,000 5,000 5,0005,000 00A SMAIN AQ 150,000 150,000 500,000 500,000PLNG: South Main Acquisition 3,200,000150,000 500,000 500,000 250,000 250,000250,000 23 PLNSANGA R 300,000PLNG: Sanitation Garage Demo 300,000 24 PL JCKSN 37,500PLNG: Jackson Corr Improvements 75,00037,500 24 PLNRWALK A 3,500,000PLNG: Pioneer Riverwalk CN RR 3,500,000 25 CTR CITY 25,000 25,000PLNG: Signage to Center City 100,00025,000 25,000 25 PLNRWALK B PLNG: Pioneer Riverwalk to Marina 3,000,0003,000,000 26 PLNRWALK C 2,000,000PLNG: Pioneer Riverwalk E 14th 2,000,000 27 PL RWALK 3,500,000PLNG: Pioneer Island Riverwalk 14,900,0005,000,000 6,400,000 27 PLNRWALK D 400,000PLNG: Pioneer Riverwalk Breakwater 400,000 27 SAWFETUR E 75,000PLNG: Sawdust Dist Gateway Features 300,00075,000 75,000 75,000 39,960,0001,175,000 4,562,500 4,812,500 4,080,000 6,255,0000740 - Planning Total 6,855,000 8,230,000 1,380,000 1,305,000 1,305,000 Page 353 of 363 Total20232024202520262027Department20282029203020312032Project # 39,960,0001,175,000 4,562,500 4,812,500 4,080,000 6,255,0000740 - Planning Total 6,855,000 8,230,000 1,380,000 1,305,000 1,305,000 0750 - Inspections 167,500167,5001300-Cash-Fund Balance 167,500167,5000750 - Inspections Total 23 INSP VEH 167,500INSP: Inspections Vehicles 167,500 167,500167,5000750 - Inspections Total 0760 - Senior Center 80,00080,0004100-Levy 150,000150,0004208-ARPA Funding 230,000150,000 80,0000760 - Senior Center Total 24 OSC DOORS 150,000OSC: SOUTH Siding & Door Rpclmnt 150,000 24 OSC FLOOROSC: SOUTH Flooring Rplcmnt 35,00035,000 25 OSC DVDRSOSC: SOUTH Accordion & Divider Walls 45,00045,000 230,000150,000 80,0000760 - Senior Center Total 0801 - Traffic/Lighting 00A LED HD 10,000 10,000 10,000 10,000ELEC: LED Traffic Signal Head Equip 100,00010,000 10,000 10,000 10,000 10,00010,000 00A LEDLGHT 10,000 10,000 10,000 10,000ELEC: LED Streetlighting Upgrades 100,00010,000 10,000 10,000 10,000 10,00010,000 00A ST POLES 25,000 25,000 25,000 25,000ELEC: Streetlighting Poles 250,00025,000 25,000 25,000 25,000 25,00025,000 00A TR SGNL 45,000 45,000 45,000 45,000ELEC: Traffic Signal Equipment 450,00045,000 45,000 45,000 45,000 45,00045,000 23 TRSIGNAL1 200,000ELEC: Trfc Signal Westhaven Dr & 9th Ave 200,000 23 VEH ELEC1 50,000ELEC: 500 Electrical Supervisor Pickup 50,000 24 VEH ELEC1 275,000ELEC: 501 Electric Div. Bucket Truck 275,000 25 EQP ELEC1ELEC: 515 Skidsteer 125,000125,000 26 VEH ELEC1 65,000ELEC: 506 Service Van 65,000 1,615,000340,000 365,000 215,000 155,000 90,0000801 - Traffic/Lighting Total 90,000 90,000 90,000 90,000 90,000 Page 354 of 363 Total20232024202520262027Department20282029203020312032Project # 16,0002,000 10,000 2,000 2,0002000-Trade-In 900,00090,000 90,000 90,000 90,000 90,0004100-Levy 90,000 90,000 90,000 90,000 90,000 200,000200,0004208-ARPA Funding 499,00048,000 265,000 123,000 63,0004401-Debt 1,615,000340,000 365,000 215,000 155,000 90,0000801 - Traffic/Lighting Total 90,000 90,000 90,000 90,000 90,000 0810 - Sign Division 55,0002000-Trade-In 55,000 350,000155,0004401-Debt 195,000 405,000155,0000810 - Sign Division Total 250,000 23 SGN DIET 155,000SIGN: Road Diet S. Main 155,000 29 SGN SBTSIGN: Sign Bucket Truck 150,000150,000 29 SGN TRUCKSIGN: Sign Work Truck 100,000100,000 405,000155,0000810 - Sign Division Total 250,000 1020 - Grand Opera House 280,00015,000 70,000 130,000 65,0004100-Levy 180,000180,0004208-ARPA Funding 460,00015,000 250,000 130,000 65,0001020 - Grand Opera House Total 23 GOH PLUMB 15,000GOH: Plumbing Improvements 15,000 24 GOH ENTRN 180,000GOH: Entrance Windows and Doors 180,000 24 GOH SEATS 70,000 65,000GOH: Seat Replacement Program 200,00065,000 25 GOH PUMPGOH: Fire Pump Controller Repl 25,00025,000 25 GOH WALLGOH: Wallpaper Replacement Prog 40,00040,000 460,00015,000 250,000 130,000 65,0001020 - Grand Opera House Total 1040 - TIF Improvements 23 TID20 UTL 350,000TID20: Sawdust Dist Underground Utilities 350,000 23 TIF20 SS 400,000TIF20: S Shore & Sawdust Dist Redev 400,000 Page 355 of 363 Total20232024202520262027Department20282029203020312032Project # 750,000400,000 175,000 175,0001400-TID Cash 350,000350,0004208-ARPA Funding 1,100,000750,000 175,000 175,0001040 - TIF Improvements Total Sites 24 TIF33RVR 175,000TIF33: Riverway Dr Trail to Riverwalk 350,000175,000 1,100,000750,000 175,000 175,0001040 - TIF Improvements Total 1040C - Convention Center 770,000120,000 650,0004402-Debt: State Trust Fund Loan 50,00050,0004700-Trust Proceeds 820,000170,000 650,0001040C - Convention Center Total 23 OCC ELEV 120,000OCC: Elevator Upgrade 120,000 23 OCC SIGN 50,000OCC: Replace Exterior Electronic Sign 50,000 23 OCC WALLSOCC: Wall Panels Replacement 150,000150,000 25 OCC UPDTSOCC: Interior Updates 500,000500,000 820,000170,000 650,0001040C - Convention Center Total 1060 - Library 408,50071,100 115,000 105,1004401-Debt 117,300 408,50071,100 115,000 105,1001060 - Library Total 117,300 23 LIB ALARM 71,100LIB: Fire Alarm System 71,100 23 LIB ELEVS 115,000 105,100LIB: Elevator Modernization Upgrades 337,400117,300 408,50071,100 115,000 105,1001060 - Library Total 117,300 1070 - Museum 23 MUS MSNRY 350,000MUS: Masonry Overhaul 350,000 23 MUS ROOM 150,000MUS: General Purpose Room 150,000 23 MUS RSTRMMUS: ADA Restroom Updates 200,000200,000 Page 356 of 363 Total20232024202520262027Department20282029203020312032Project # 775,000775,0004208-ARPA Funding 7,705,00020,000 235,000 1,300,000 200,000 225,0004401-Debt 75,000 4,500,000 200,000 550,000 400,000 375,000325,0004952-Donations 50,000 8,855,000795,000 235,000 1,300,000 525,000 225,0001070 - Museum Total 75,000 4,500,000 200,000 550,000 450,000 23 MUS SECCA 20,000MUS: Upgrade Security Camera Systm 20,000 23 MUS SIGN 75,000MUS: Museum Signage 75,000 24 MUS CH FD 60,000MUS: Carriage House FNDTN Repair 160,000100,000 24 MUS L DRS 200,000MUS: Loading Doors 200,000 24 MUS WNDO W 175,000MUS: Sawyer Hm Windows 175,000 25 MUS MOWE R MUS: Mower Replacement 25,00025,000 25 MUS ROOTS 325,000MUS: Deep Roots Exhibit 1,300,000975,000 26 MUS ELVTR 200,000MUS: Elevator Upgrades 200,000 27 MUS EMGE N 150,000MUS: Emergency Generator 150,000 27 MUS TFFNY 75,000MUS: Tiffany Window Removal/Re-Install 75,000 28 MUS SS EXMUS: Southside Expansion 4,725,00075,000 4,500,000 150,000 30 MUS EX UPMUS: EXH - People of the Waters 550,000500,00050,000 31 MUS LDSCPMUS: Landscape Improvement 450,00050,000 400,000 32 MUS TRUCKMUS: Work Truck Replacement 50,00050,000 8,855,000795,000 235,000 1,300,000 525,000 225,0001070 - Museum Total 75,000 4,500,000 200,000 550,000 450,000 1717 - Parking Utility 7,350,000600,000 750,000 750,000 750,000 750,0004401-Debt 750,000 750,000 750,000 750,000 750,000 7,350,000600,000 750,000 750,000 750,000 750,0001717 - Parking Utility Total 750,000 750,000 750,000 750,000 750,000 00A PRKG LOT 600,000 750,000 750,000 750,000PRKG: Parking Lot Improvements 7,350,000750,000 750,000 750,000 750,000 750,000750,000 7,350,000600,000 750,000 750,000 750,000 750,0001717 - Parking Utility Total 750,000 750,000 750,000 750,000 750,000 1728 - Transit 00A TR STPIM 10,000 10,000 10,000 10,000TR: Transit Stop Improvements 50,00010,000 23 TR FACLTY 100,000TR: Admin & Garage Facilty 100,000 24 TRANS CTR 4,000,000TR: Downtown Transit Center 4,000,000 Page 357 of 363 Total20232024202520262027Department20282029203020312032Project # 3,200,00088,000 1,408,000 1,688,000 8,000 8,0004206-FED TRANSIT GRANT 80% 1,800,0001,800,0004207-Federal Grant 400,000400,0004260-Grant 840,00020,000 400,000 420,0004401-Debt 10,0002,000 2,000 2,000 2,000 2,0005299T-Transit Fund Balance 6,250,000110,000 4,010,000 2,110,000 10,000 10,0001728 - Transit Total 25 2ELEC BUSTR: 2 Buses & 1 Charging Infras 2,000,0002,000,000 25 TR HOIST1TR: Hoist Maintenance Garage 100,000100,000 6,250,000110,000 4,010,000 2,110,000 10,000 10,0001728 - Transit Total 1810 - Water 00A WD MTERS 832,000 865,300 935,900 992,100WD: Meter Change-Out Program 4,525,200899,900 23 GAC FLNGE 75,000WFP: GAC Chemical Feed Injection Flange 75,000 23 GAC VALVE 40,000WFP: GAC Level Control Valve & Controller 40,000 23 WD EQP1 20,000WD: Walk-Behind Floor Scrubber 20,000 23 WD G DOOR 75,000WD: Replace Garage Doors 75,000 23 WD ST BDGWD: Heated Storage Building 600,000600,000 23 WD VEH1 49,000WD: 801 1-Ton 4WD PU Truck 49,000 23 WD VEH2 60,000WD: 821 1-Ton PU Truck w/ Service Body 60,000 23 WD VEH3 85,000WD: Replace Mini Dump Trucks 170,00085,000 23 WD VEH4 410,000WD: 55 Hydro Excavator 410,000 23 WF CLRWLL 8,000,000 4,000,000WFP: Clearwell Replacement 12,000,000 23 WF F CLNR 20,000WFP: Replace Floor Cleaner 20,000 23 WF LL PMP 1,300,700WFP: Rplc Low-Lift Pumps & Related Equip 1,300,700 23 WF MEDIA 65,000 1,336,500WFP: Dual Media Filter Repairs/Rplcmnt 2,701,5001,300,000 23 WF OZONE 8,900,000WFP: Ozone Liquid Oxygen System/Generators 8,900,000 24 WD SNSUS 30,000 30,000WD: Sensus Water Meter Base St 60,000 24 WF GAC FT 300,000WFP: Granulated Actvd Carbon Filter Media 3,830,6003,530,600 24 WF PUMP 135,000WFP: Chloramine Sys/Repl Booster Station Pmps 2,135,0002,000,000 25 WD EQP1WD: 809 Trailer-Mounted Dewatering 50,00050,000 Page 358 of 363 Total20232024202520262027Department20282029203020312032Project # Pump 25 WD VEH1WD: Replace 1/2-Ton Vans 155,00040,000 40,000 35,000 40,000 25 WD VEH2WD: 827 1-Ton Ext Cab PU TRK w/Srv Body 60,00060,000 25 WF A SCBRWFP: Ammonia Gas Scrubber 451,000451,000 25 WF C SCBRWFP: Chlorine Gas Scrubber 383,000383,000 25 WF CL FSWFP: Chlorine Feed System Piping 200,000200,000 25 WF SCADA 40,000WFP: Replace SCADA Computers 40,000 26 SYS SED 1,500,000WFP: Repl Systems Sedimentation Basins 1,500,000 26 WD BLDG 100,000 75,000WD: Building Remodel/Repairs 175,000 26 WD ROOF 60,000WD: Building Roof Replacement 60,000 26 WD VEH1 205,000WD:Tri-Axle Dump Trucks 615,000205,000205,000 26 WF FLUOR 500,000WFP: Fluoride Tanks/Feed Pumps Rplcmnt 500,000 26 WF FR AL 30,000WFP: Fire Alarm Syst Ctrl Panel 30,000 26 WF INTAKE 600,000WFP: 60" Intake Clean & Repair 600,000 26 WF POLY 900,000WFP: Polyphosphate System Rplcmnt 900,000 27 DMF ROOF 350,000WFP: Repl Roof Over DMF/GAC Filter Galleries 350,000 27 SW WTR TW 500,000WFP: Paint SW Water Tower & Add Mixing 500,000 27 WD EQP1 40,000WD: 805 Forklift 40,000 27 WD EQP2 175,000WD: 804 Concrete Breaker 175,000 27 WD VEH1 40,000WD: 800 1/2-Ton 4WD Ext Cab PU TRK 40,000 27 WF BCKWS H 550,000WFP: Backwash Controls/Air Scour Blower Repl 550,000 27 WF EXT CT 275,000WFP: Repl Contact/BW/Sed Basin Exterior Coating 275,000 27 WF SLUDGE 150,000WFP: Sludge Pump Replacement 150,000 28 GAC STUDYWFP: Mix/Sed Basin/GAC Gallery Valve Repl 1,180,00050,000 1,130,000 28 WD EQP1WD: 811 Air Compressor 45,00045,000 28 WD EQP2WD: 812 Ditch Witch/Vac-All Trailer 65,00065,000 28 WF TANKSWFP: Alum Storage/Day Tanks/Transfer Pumps Repl 500,000500,000 28 WF VEH1WFP: 892 3/4Ton 4WD PU Truck Lift Gate/Plow 50,00050,000 28 WF VLV RPWFP: Repl Basin Gallery Valves 1,180,00050,000 1,130,000 29 WD EQP1WD: 803 Tractor Backhoe/Loader 225,000225,000 29 WD VEH1WD: 828 1-Ton Service TRK w/Valve-90,00090,000 Page 359 of 363 Total20232024202520262027Department20282029203020312032Project # 131,00023,000 17,000 15,000 11,0002000-Trade-In 5,000 21,000 15,000 6,000 18,000 20,900,00016,900,000 4,000,0005275-Safe Drinking Water Loan 25,104,8002,111,700 1,801,500 8,682,600 3,910,000 2,144,0005275-Water Revenue Bonds 795,000 2,839,000 1,520,000 774,000 527,000 4,630,200937,000 865,300 899,900 935,900 992,1005299W-Water Utility Fund Balance 50,766,00019,971,700 6,666,800 9,599,500 4,860,900 3,147,1001810 - Water Total 800,000 2,860,000 1,535,000 780,000 545,000 Turning Mach 29 WF POLYMRWFP: Polymer Feed Systems Replacement 250,000250,000 30 WF TANKSWFP: Ammonia Bulk Storage Tanks/Scales Replacement 880,000880,000 30 WF VALVESWFP: Ammonia Storage System Valves Replacement 450,000450,000 31 WD VEH1WD: 1-Ton Ext Cab Pickup Trks w/Srv Body 140,000140,000 31 WF CARPETWFP: WFP Administration Area Carpet 40,00040,000 31 WF CL FDWFP: Replace Chlorine Feed Equipment 600,000600,000 32 ANALYZERSWFP: Replace WFP Analyzers 300,000300,000 50,766,00019,971,700 6,666,800 9,599,500 4,860,900 3,147,1001810 - Water Total 800,000 2,860,000 1,535,000 780,000 545,000 1910 - Sewer 23 CTH Y GEN 65,000WW: Install Generator in CTH Y Lift Station 65,000 23 S MAIN PS 75,000UI: S Main St Pump Station Study 75,000 23 WW CL DIG 95,000 95,000WW: Clean Digesters 570,00095,000 95,000 95,000 95,000 23 WW CRANE 40,500WW: Davit Crane 40,500 23 WW CS ENT 20,000WW: Repl Confined-Space Entry Meter Equip 20,000 23 WW EFF ST 205,000WW: Replace Effluent Strainers 205,000 23 WW INSPEC 100,000 1,400,000WW: Collection System Inspections 1,500,000 23 WW VEH1 425,000WW: 58 Box Van W/Sewer Camera Equip 425,000 23 WW VEH2 50,000WW: 4x4 Pickup Trucks w/Plow & Lift Gates 105,00055,000 23 WWTP CON C 940,000WW: WWTP Concrete Infrastructure 940,000 24 WW CHL PP 50,000WW: Replace WWTP Chlorinators and Piping 242,000192,000 24 WW D HVAC 150,000WW: Replace Digester Area HVAC 150,000 25 WW BAR SCWW: Replace WWTP Influent Bar 1,900,0001,900,000 Page 360 of 363 Total20232024202520262027Department20282029203020312032Project # 49,85014,000 10,000 850 10,0002000-Trade-In 5,000 10,000 24,500,00010,000,000 10,000,000 4,500,0005273-Debt: Clean Water Fund 26,223,4002,017,500 1,600,000 2,456,500 866,000 2,793,0005273-Sewer Revenue Bonds 5,910,800 5,438,100 3,451,000 1,483,000 207,500 876,000253,500 207,500 207,5005278-Storm Revenue Bonds 207,500 716,650230,500 95,000 95,000 11,1505299S-Sewer Utility Fund Balance 95,000 95,000 95,000 52,365,9002,515,500 1,695,000 12,769,000 10,878,000 7,510,5001910 - Sewer Total 6,005,800 5,533,100 3,551,000 1,483,000 425,000 Screens 25 WW HVAC 456,000WW: Replace Wastewater Facility HVAC 568,000112,000 25 WW PHOSP H 500,000 10,000,000 4,500,000WW: Phosphorus Limits Study/Construction 25,000,00010,000,000 25 WW SHORE 185,000WW: Shorewood Lift Station Piping & Valves 230,00045,000 25 WW VEH1 425,000WW: Replace Jetter Vacs 1,275,000425,000 425,000 26 WW BAR SC 95,000 380,000WW: Lift Station Bar Screens Rehabilitation 475,000 26 WW MOWER 12,000WW: 173 Zero-Turn Lawn Mower 12,000 26 WW S MAIN 130,000 540,000WW: Repl S Main St Pump Station Generator & Equip 670,000 27 WW CTH Y 438,000WW: Rehab County Hwy Y Pump Station 2,288,0001,850,000 27 WW EUSS 890,000WW: Replace Electrical Unit Substations 7,665,5002,593,500 4,182,000 27 WW RA/WAS 337,500WW: Repl RAS and WAS Pumping System 1,743,3001,405,800 28 WW SLUDG E WW: Repl Primary Sludge Piping and Valves 317,60061,500 256,100 29 WW GENERWW: WWTP Generator Installation 4,000,0001,000,000 3,000,000 30 WW CNTRF G WW: Installation of Additional Centrifuge 784,000628,000156,000 30 WW CNTRT E WW: Incr Centrate Storage Capacity 1,000,000800,000200,000 30 WW VEH1WW: 975 Single-Axle Dump Truck 100,000100,000 52,365,9002,515,500 1,695,000 12,769,000 10,878,000 7,510,5001910 - Sewer Total 6,005,800 5,533,100 3,551,000 1,483,000 425,000 2010 - Storm Water 23 SW VEH1 310,000 310,000SW: Replace Street Sweepers 1,550,000310,000 620,000 25 SW EQP2 75,000 75,000SW: Leaf Blowers-Storm Water 375,00075,000 75,000 75,000 27 SW TRL PM 50,000SW: Replace Trailered Water Pumps 50,000 28 SW VEH1SW: 57 Vac All Catch Basin Cleaner 295,000295,000 32 SW CHPPERSW: 101 Trailered Wood Chipper 40,00040,000 Page 361 of 363 Total20232024202520262027Department20282029203020312032Project # 95,00015,000 15,000 20,0002000-Trade-In 10,000 30,000 5,000 2,215,000295,000 370,000 75,000 415,0005278-Storm Revenue Bonds 285,000 75,000 590,000 110,000 2,310,000310,000 385,000 75,000 435,0002010 - Storm Water Total 295,000 75,000 620,000 115,000 2,310,000310,000 385,000 75,000 435,0002010 - Storm Water Total 295,000 75,000 620,000 115,000 6610 - Park Land Imprv 0325 00A PRK TRLS 25,000 25,000 25,000 25,000Park Trails Improvements 125,00025,000 23 LAKESHORE 250,000 300,000 500,000 500,000Lakeshore Park Development 2,050,000500,000 23 PRK PCKRT 350,000Pickart Park Development 350,000 23 PRK POOL1 400,000PCWP Leisure Pool 400,000 23 PRK POOL2 25,000 25,000PCWP Heaters 75,00025,000 23 PRK QRRY 170,000Quarry Park Restroom Removal 170,000 23 ROE EQUIP 200,000Roe Park Play Equipment Replacement 200,000 23 RUSCH DEV 350,000Rusch Park Development 350,000 23 TEIC TNIS 120,000Teichmiller Park Tennis Court Reconstruct 120,000 23 WHCRL TNS 120,000Westhaven Circle Prk Tennis Crt Reconstuct 120,000 24 44P EQUIP 300,00044th Parallel Park Play Equip & Surfacing 300,000 24 44P TENIS44th Parallel Park Tennis Court Reconst 100,000100,000 24 M PRK ZOO 100,000 100,000Menominee Park Zoo Improvements 200,000 24 MP LOT DS 475,000Menominee Prk Prkg Lot & Reetz Flds - Design 4,675,0004,200,000 24 SP EQUIPStevens Park Play Equipment and Surfacing 275,000275,000 24 SP LGHTSStevens Park Lighting Replacement 35,00035,000 24 SP TNS BBStevens Park Tennis & Bball Courts 75,00075,000 24SITE A DEVSite "A"- Ripple & Oregon 350,000350,000 25 ABE EQUIPAbe Rochlin Park Play Equipment & Surfacing 250,000250,000 25 CTRL CITY 125,000Central City Acquisition 625,000500,000 25 MP LIGHTSMenominee Park Lighting Replacement 80,00080,000 25 MP RD CONMenominee Park Road Reconstruction 2,000,0002,000,000 25 RB EQUIPRainbow Mem Prk Play Equipment & Surfacing 250,000250,000 26 44P BALL 250,00044th Parallel Park Ballfield Reconstruction 250,000 26 ABY EQUIP 250,000Abbey Park Play Equipment & Surfacing 250,000 Page 362 of 363 Total20232024202520262027Department20282029203020312032Project # 650,000550,000 100,0001300-Cash-Fund Balance 770,000470,000 300,0004208-ARPA Funding 200,000200,0004260-Grant 17,475,000565,000 900,000 7,940,000 2,195,000 5,875,0004401-Debt 475,000425,000 25,000 25,0004700-Trust Proceeds 905,000125,000 500,000 80,000 200,0009000-To Be Determined 20,475,0002,135,000 1,225,000 8,665,000 2,375,000 6,075,0006610 - Park Land Imprv 0325 Total 26 ARW EQUIP 250,000Red Arrow Park Play Equipment 250,000 26 ARW SKTE 100,000Red Arrow Skate Park 100,000 26 MP TC LTS 70,000Menominee Park Tennis Court Lights 70,000 26 PRK BOAT 100,000Boat Launch Repairs 100,000 26 RB PRK IP 400,000 4,500,000Rainbow Memorial Park Improvements 4,900,000 26 W ALG EQP 250,000West Algoma Park Play Equipment & Surfacing 250,000 27 ARW LGHTS 50,000Red Arrow Park Lighting Replacement 50,000 27 STGBR BLD 500,000Stoegbauer Park Restrooms/Shelter Constr 500,000 27 WHCRL PAD 500,000Westhaven Circle Park - Splash Pad 500,000 99 PRKS VEH4 80,000Replace Amusement Train 80,000 20,475,0002,135,000 1,225,000 8,665,000 2,375,000 6,075,0006610 - Park Land Imprv 0325 Total 78,572,200 71,505,600 81,258,400 79,218,625 56,149,100Grand Total 555,860,92541,786,200 56,408,400 30,118,500 34,305,100 26,538,800 Page 363 of 363