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MINUTES OF THE LONG RANGE FINANCE COMMITTEE
March 7, 2012
ROOM 406
The regular meeting of the Long Range Finance Committee was held on Wednesday, March 7,
2012, 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, Tom Pech Jr., Jeff Herzig,
Doug Pearson, and Deb Allison-Aasby
Members Absent: Jason Hirschberg and Don Simons
Staff Present: Peggy Steeno-Finance Director, and Lori Burns–Administrative Assistant
I.APPROVAL OF FEBRUARY 1, 2012 MINUTES
No discussion/changes.
Motion by Herzig, Second by Pearson, to approve the Committee Meeting Minutes of
February 1, 2012. Motion passed unanimously.
II.CITIZEN INPUT
None
III.INFORMATION SHARING/HOUSEKEEPING ITEMS
(~5:03 – 5:05)
Steeno extended an invitation to the Committee Members to the State of the City Annual
th
Address being held on March 19 at the Oshkosh Convention Center. The event begins
at 6:00 p.m. with a meet and greet; City Manager Rohloff begins his presentation at 6:30
and hands out awards, and then the Expo (City Exhibit) starts at 7:00 p.m.
IV.DISCUSS THE FIVE YEAR BUDGET MODEL
(~5:05 – 5:35)
Steeno opened the discussion asking members for feedback on the format / items missing /
any additions members would like to see. Committee provided feedback regarding: (1)
the addition of the 2012 assumptions so that the reader can see what was used to arrive
at the current year numbers as well as compare them to future assumptions, (2) the
possibility of adding 1-2 years worth of history to provide a look back period, (3) the
possible addition of details so that the reader understands what goes into each of the
budget categories, (4) breaking down the debt payments by principal and interest by
year, (5) the possibility of breaking down the payroll numbers into the specific parts
(labor/benefits), (6) some word/detail refinements, as well as visually noting which
numbers are built into the totals, and the potential to set this model up for each
department to track their costs, etc. better. The discussion moved on to how this model
will be used in the future. Staff stated that it will be used to run simulations prior to
detail budgets being created for each year as well as a long term projection of what the
City is up against in future years. The goal is to keep the model rolling forward each
year to be ready for use whenever needed. In addition, the model has already been used
by the City Manager during the classification and compensation study discussion. It was
noted that the format of the model is the same as the format of the budget, which will be
helpful in using the model in conjunction with the budget process.
V.DISCUSS THE COMPARISON OF CITY OF OSHKOSH SPENDING (BY
FUNCTION) TO THE SPENDING OF OTHER WISCONSIN COMMUNITIES
(-5:35 – 6:25)
Staff presented the initial information that has been compiled for this topic and explained
where all of the information (that is used) came from. The comparable cities were
selected based on population, and the 5 closest, both above and below the City of
Oshkosh were used. These cities include: Eau Claire, Appleton, Waukesha, West Allis,
and Janesville. Staff also explained the link between this information and the annual
state report that all communities are required to complete and submit to the WI
Department of Revenue.
The discussion then moved to questions that Committee Members sent to staff in advance
of the meeting. The first question addressed was the link between Fire and Ambulance in
each City’s information as well as how those numbers were broken down, and what the
City of Oshkosh’s practice is in regard to costing those functions out. The other question
asked in advance was the correlation between the levy amount and the amount of debt
per City. This was discussed in some detail. In addition, there were a number of
comments regarding the information for Oshkosh and where Oshkosh is compared to the
other cities.
The discussion then turned to Community Development services (Economic Development,
etc.). The tracking of the return on our investment was discussed as well as the City
Manager’s goals for 2012. Steeno shared that the City Manager’s number one goal this
year is the Economic Development Initiative. TIF’s were also discussed, as well as the
possibility to have some kind of a brainstorming session in relation to this. Staff
suggested that this be put on hold until the City Manager/Council asks for the Committee
to begin on this project. It was agreed that getting out in front of the City Manager on
this topic would not be desirable. In addition, Community Development staff is working
on a schedule that will dictate how/when TIF’s are closed. Once complete, this
information will be critical to start the discussion on the use of any remaining TIF funds.
Committee Member Pearson did offer his services to the City Manager as he works
through this process since he is working on his PhD in this area. Staff will pass the offer
along to the City Manager.
VI.TOPICS FOR APRIL MEETING
(~6:25 – 6:30)
A.Continue with the discussion of Comparisons of City of Oshkosh spending to the
spending of other Wisconsin Cities. Since this was a question asked by Council,
the committee will do a more in depth review and package something to present
to Council on this matter.
B.City Purchasing Policy
VII.ADJOURMENT
Motion by Thoms, Second by Pech, to adjourn. Motion passed unanimously. Meeting
adjourned at 6:35 p.m.