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MINUTES OF THE LONG RANGE FINANCE COMMITTEE
NOVEMBER 3, 2010
ROOM 406
The meeting of the Long Range Finance Committee was held on Wednesday, November 3, 2010,
in Room 406, at Oshkosh City Hall, 215 Church Avenue.
The meeting was called to order by Chair Harold Buchholz, at 5:05 p.m.
Members Present: Harold Buchholz, Bryan Schulz, Don Simons, Jeffrey Thoms, Burk Tower,
Jeffrey Herzig, Jason Hirschberg, and Bob Poeschl
Staff Present: Peggy Steeno-Finance Director, Lynn Lorenson-City Attorney, and Lori
Burns–Administrative Assistant
Absent:
Others Present: None
I.APPROVAL OF OCTOBER 6, 2010 MINUTES
No discussion on the minutes.
Motion by Herzig, Second by Thoms, to approve the Committee Meeting Minutes of
October 6, 2010, as presented. Motion passed unanimously.
II.CITIZEN INPUT
No citizens in attendance.
III.INFORMATION SHARING
Information Provided – Buchholz
(~5:05 – 5:10)
Buchholz shared an email from Ben Schneider regarding his resignation from the
committee. Buchholz suggested that committee members consider speaking to people
that may be good candidates and encourage them to fill out an application, possibly
adding a female to the committee.
Information Provided – Steeno
(~5:10 – 5:35)
Steeno provided an overview of the 2011 Preliminary Budget, and walked the committee
through the Executive Summary highlighting the City Manager’s message.
Steeno also provided information on the recent borrowings undertaken by the City. The
borrowing included 7 separate borrowings. Details were provided on the ratings the City
was given by Moody’s Investor Service. The water, sewer, and storm water rates were
also discussed in the context of the borrowing. And, the potential rate increases in each
of these utilities were reviewed.
IV.CITY FEE PROJECT
(~5:35-6:40)
1.Overview of Discussion to Date – Recap Previous Meeting
2.Discuss Draft Recommendations to Council
3.Next Steps
The Committee reviewed the recommendation document prepared by Steeno and
concurred with the format and details, requesting a few changes prior to finalizing the
document.
Tower discussed his understanding of Council’s goals and how the Committee is
proceeding.
Thoms discussed the effect of continually cutting costs rather than increasing fees as
appropriate, stating that it would catch up to us and have an impact on the services we
provide. He expressed that raising fees in a realistic manner, to cover costs is not a bad
thing.
The Committee would like a one page memo prepared to go to Council with the detailed
recommendation. The memo needs to stress that a systematic type of review, with
consistency, needs to be implemented. And, five to seven comparables Cities (same size
and budget) should be used consistently throughout process to illustrate where Oshkosh’s
fees fall in the municipal market with regard to fee levels. The draft of the memo, along
with the revised, detailed recommendation will be emailed to the Committee before
st
Thanksgiving for them to be prepared to finalize at the December 1 meeting. And, the
memo and recommendation will be presented to the Council in December.
Discussion on how to raise revenues continued. Thoms discussed a deterrent fee for
someone who uses the City services in excess. Attorney Lorenson discussed the nuisance
abatement properties and enforcement of it rather than imposing a fee for Police
services. Block parties, barricade use, and the special events policy were also discussed.
The question of ‘what is the process to consider a new fee’ was brought up. The
Committee feels that the departments involved with the fee should initially make a
proposal. The proposal would then be reviewed by Finance to ensure that all costing is
covered equitably to the services provided, approved by the City Manager, and presented
to the Council for approval.
Schulz stated every fee should be assigned to a department and fees should be reviewed
at or before budget time.
Also discussed were: the possibility of selling property, an increased tax base, where to
get / how to find efficiencies, and the storm water credit policy.
V. FUTURE TOPIC SUGGESTIONS / ONGOING TOPIC LIST
(~6:40 – 6:50)
1.Description of Topics
2.Priority of Future Topics
The Committee discussed the updated list of topics and the descriptions that staff
provided. After wrapping up the Fees Analysis at the December meeting, the Committee
will begin reviewing the City’s current Investment Policy and begin discussions on the
potential creation of a Sinking Fund. Each topic will be given approximately 30 minutes
to kick off the discussions at the next meeting.
VI.ADJOURMENT
Motion by Poeschl, Second by Hirschberg, to adjourn. Motion passed unanimously.
Meeting adjourned at 6:50 p.m.