HomeMy WebLinkAboutMinutes
MINUTES OF THE LONG RANGE FINANCE COMMITTEE
November 2, 2011
ROOM 406
The regular meeting of the Long Range Finance Committee was held on Wednesday, November
2, 2011, 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 Thoms, Bryan Schulz, Don Simons, Tom Pech
Jr., Jeff Herzig, and Jason Hirschberg
Members Absent: Doug Pearson and Deb Allison-Aasby
Staff Present: Peggy Steeno-Finance Director, and Lori Burns–Administrative Assistant
Others Present: Brian Chapman, Management Assistant
I.APPROVAL OF SEPTEMBER 7, 2011 MINUTES
No discussion/changes.
Motion by Pech, Second by Simons, to approve the Committee Meeting Minutes of
September 7, 2011. Motion passed unanimously.
II.CITIZEN INPUT
None.
III.INFORMATION SHARING/HOUSEKEEPING ITEMS (~5:04 – 5:25)
Chair Buchholz reiterated the decision of the Committee to adjourn the meeting by 6:30
and the process of being recognized when speaking/providing input.
Staff provided the 2012 Preliminary Budget Executive Summary, and the 2012 process
and timeline were discussed. The dates and upcoming meeting times were shared.
Schulz requested the status of employee contributions regarding Health Insurance and
Retirement. All non-represented employees started paying 5.8% towards retirement in
September, this was required by the State Budget Bill passed and enacted as of July 1,
2011. As of January 1, 2012, all employees, with the exception of those that are still able
to bargain for this, will be contributing 11% to Health Insurance and only one plan will
be offered. In 2011, the contributions are 6-7% with two plans offered. Also on January
1, 2012, all employees, again with the exception of Police, Fire, and Transit, will be
contributing the 5.9% to their retirement plan. Schulz asked about the sanitation
automation. Staff stated that we will be going from eight vehicles to four automated and
one manual with one on backup. Thoms questioned the $150,000 revenue we may be
forgoing that City Manager Rohloff mentioned in his budget message on page vii, first
paragraph. Steeno explained this. Schulz asked for an update on the flyer for the tax
bills, Steeno said that staff is still working on this, and that, since the bills will go out
prior to the next meeting, she will bring a copy of the final insert to the Committee at the
next meeting.
Steeno shared the results of the four bond sales the City just completed. Our Moody’s
rating held on all sales, and Moody’s commented very positively on the City having a
formal fund balance policy now.
IV.DISCUSS THE CURRENT TOPICS LIST AND OTHER SUGGESTIONS FOR
FUTURE AGENDA ITEMS (~5:25 – 6:25)
Pech shared the Council’s intent for the workshop. This will occur after the budget
process. Staff will let the Committee know as soon as it is scheduled.
Prioritize Topics List – Committee Discussion and Vote
Chair Buchholz discussed the 10 – 4 voting process members would be doing on the
current topics list. Discussion continued regarding each item. Voting took place at 6:00
and commenced at 6:12. Votes were tallied with the following results:
Feasibility and Functionality of an
Seventeen votes going to each of the:
Equipment/Project Fund, 3 – 5 Year Budget Plan topics
and the
Long Range Debt Planning
Nine votes went to:
Communications
Seven votes went to:
Shared Services Issues – Both Within Oshkosh and
Four votes went to:
With Surrounding Communities
Creation of A Fund Balance Policy –
Three votes went to two topics:
other funds and, Handling of Special Assessments In/Out of Oshkosh
Update Current Investment Policy,
Two votes went to several topics:
Growing the Tax Base, Sustaining and Growing Revenues, and Budget
Survey Follow-up
One vote went to all the remaining topics. All topics received at least one
vote.
Follow-ups
Thoms commented on the topic of Communications. This topic description will be
changed to include Education. Communications / Education are something the
committee feels needs to done all the time, with every topic. Steeno will change the
wording and explanation of this topic.
Prepare for Workshop with Council
Steeno will put a topics list together for the Council. Council Member Pech will let the
Council know what will be presented to them at the workshop which will take place in
either December or January. All members of the Long Range Finance Committee are
encouraged to attend this meeting and provide input. A suggestion was made each
member is assigned an item/topic to speak on. This will be discussed more at the
December LRFC Meeting since that will be before the Workshop with Council.
Steeno will include the Enabling Ordinance and the “Summary of Meetings” that was
compiled for the committee from August 4, 2010 to August 3, 2011 in the information for
Council.
V.FUTURE TOPIC SUGGESTIONS / SUGGESTIONS FOR FUTURE AGENDA
ITEMS (~6:25– 6:30)
VI.ADJOURNMENT
Motion by Herzig, Second by Pech, to adjourn. Motion passed unanimously. Meeting
adjourned at 6:30 p.m.