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MINUTES OF THE LONG RANGE FINANCE COMMITTEE
SEPTEMBER 1, 2010
ROOM 406
The second meeting of the Long Range Finance Committee was held on Wednesday,
September 1, 2010, in Room 406, at Oshkosh City Hall, 215 Church Avenue.
The meeting was called to order by Chair Harold Buchholz at 5:00 p.m.
Members Present: Harold Buchholz
Jeffrey Herzig
Jason Hirschberg
Ben Schneider
Bryan Schulz
Don Simons
Jeffrey Thoms
Burk Tower
Staff Present: Peggy Steeno
Lynn Lorenson
Absent: Bob Poeschl (excused)
Others Present: None
I.APPROVAL OF AUGUST 4, 2010 MINUTES
Motion made to approve made by: Jeff Thoms
Seconded by: Jeff Herzig
II.HOUSEKEEPING ITEMS
– Chair
a.Running of Meetings
Stay on topic; make sure in non-violation of open meetings law, time
management – meetings kept from 5:00 – 7:00 or motion will need to be
made to continue longer. Bring topics up and conclusions by consensus.
b.Establish Realistic Goals
Staff is to inform and ground the first couple of meetings. Bryan Schulz
suggested; bring up an issue, read once, discuss, come to conclusion, and
have no longer than three meetings for one topic.
c.Opportunity for Citizen Participation
After discussing a decision was made to allow for this for the first 15
minutes of the meeting, five minutes per citizen and to allow any topic as
long as it pertains to this Committee. This will be the second item on
future agendas.
d.Means By Which Packet Information Is Distributed
The agenda, minutes, and outline should be emailed or mailed with
enough time to review. Larger items will be either delivered or mailed at
Director Steeno’s discretion.
e.Reports to Council
After six months it was agreed the committee will provide something to
Council, in summary format.
III.EXPLANATION OF CITY BUDGET
Finance Director Steeno provided explanation from 5:20 to 6:20, reviewing with
Committee the budget Kick-off packet provided to Council in early August. This packet
entailed the Financial Statements through 6/30/10, Historical Information on the Tax
Rate, Levy, and Expenditures, 2011 Budget Timeline, and the 2011 Budget Assumptions.
The budget book format was then explained. Questions were brought up regarding CIP
and borrowing and the creation of a sinking fund.
IV.CITY FEE PROJECT
The general background information on municipal fees was explained. There was
discussion on whether the City has a Policy for Fees. The City does not have an overall
policy, but departments have their own policy. There was discussion on whether a fee
was an extra fee over taxes and the need to identify who benefits more. The spreadsheet
originally provided to Council was brought up. Director Steeno explained the lay-out of
the sheet was per Council requests. Jeff Thoms stated data was missing and two more
columns would help. Director Steeno explained the Costing Sheet currently being
worked on for each fee on the list. She felt the sheets and project could be done by the
end of 2010. Committee would like to see something by the end of October. The costing
methodology was discussed along with getting a sampling of the report. Suggestion was
made to pick the top ten communities, where do we fall and give an overall summary of
information.
Chair Buchholz took a consensus of the Committee as to what type of approach each
would like to take; a narrow or broad approach. Fee by Fee or groupings.
Jason Hirschberg would prefer a narrow approach. Jeff Herzig discussed some as being
full recovery and others covered by taxes, therefore a more narrow approach. Bryan
Schulz felt “best practices”, define what we have, put in a reasonable format, let people
see and let Council decide. Burk Tower would like a broader approach, with key pieces
of information to go with it. Jeff Thoms started with a broader approach then again
brought up the initial spreadsheet as being good but a few columns and data were
missing. Ben Schneider felt item by item was needed. Don Simons discussed a
“sophisticated costing methodology” if we are not covering our cost. Harold Buchholz
felt more of a general sense.
A recommendation of annual review of fees should be done. Follow best practice and
have Council determine, not the LRFC. Burk Tower also suggested giving Council some
broad numbers, a big picture, and overall summary information.
V.NEXT AGENDA ITEMS
Bryan Shulz and Burk Tower suggested asking City Manager Rohloff to come to the
meetings to get his view when needed for specific topics.
Finish items not completed on this agenda; Information Sharing, Future Topic
Suggestions / Ongoing Topics List, and conclude the fee discussion.
VI. MOTION FOR ADJOURMENT
MOTION BY JASON HIRSCHBERG, SECOND BY DON SIMONS, TO ADJOURN.
MOTION PASSED UNANIMOUSLY.
Meeting adjourned at 7:05 p.m.