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MINUTES OF THE LONG RANGE FINANCE COMMITTEE
December 5, 2012
ROOM 406
The regular meeting of the Long Range Finance Committee was held on Wednesday, December
5, 2012, in Room 406, at Oshkosh City Hall, 215 Church Avenue.
The meeting was called to order by Chair Harold Buchholz, at 5:15 p.m.
Members Present: Harold Buchholz, Bryan Schulz, Doug Pearson, Matt Lauritch, Deb
Allison-Aasby, Jeff Herzig, Jason Hirschberg, and Tom Pech Jr.
Members Absent: Jeffrey Thoms
Staff Present: Peggy Steeno-Finance Director and Lori Burns–Administrative Assistant
Guests: Gary Gray, a new resident to the City of Oshkosh
I.APPROVAL OF SEPTEMBER 5, 2012 MINUTES
No discussion / changes. Motion by Hirschberg, Second by Pearson, to approve the
Committee Meeting Minutes of September 5, 2012.
II.APPROVAL OF NOVEMBER 7, 2012 MINUTES
No discussion / changes. Motion by Pearson, Second by Pech, to approve the Committee
Meeting Minutes of November 7, 2012.
III.CITIZEN INPUT
Guest Gary Gray - did not wish to address the Committee.
IV.INFORMATION SHARING/HOUSEKEEPING ITEMS
~ (5:15 – 5:45)
A. Discuss 2013 Budget Process
Staff explained the 2013 Budget Process and the changes made this year to improve
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the process/document. The budget was approved by Council on November 27. On
the night of approval, the Council added back $549,638 to the Levy. $199,100 to
Fire, $65,300 to Museum and Library, $17,400 to Senior Services, $137,000 to
Capital Equipment, and $130,838 to increase the Fund Balance to comply with the
Fund Balance Policy (this is the expected shortage in meeting the FB policy as of
12/31/2012). However, we will not know how year-end numbers come out until the
spring of 2013, when all year-end work is completed. An analysis on the fund
balance in relation to the policy will be completed at that time.
Member Pech discussed his motion, at the Council meeting, to increase the Levy even
more. This vote was lost, 2-5. Chair Buchholz asked Council members if they have
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received any feedback since the budget was passed on the 27. Member Allison-
Aasby received three handwritten messages, however nothing negative yet. Member
Pech received some feedback stating they understand why he suggested what he did,
but they were not in total agreement of the taxes being raised by that amount.
Staff will put together an analysis, at a later date, showing what the approximately
one million in equipment fund will save in the long run. The long-term goal is to
create a revolving equipment fund that will be built up on an ongoing basis. However,
that is not possible with these funds. These funds will be put directly towards the new
equipment, etc. to lower the amount of debt the City takes on for these items in 2013.
There was a brief discussion on what monies could be used to create such a fund, but
the Committee decided to wait until a later meeting to get into those details. The
topic of an equipment replacement fund is already on the Committee’s list of
priorities and will be discussed in 2013.
A discussion on educating the public followed, and the Committee remains steadfast
in its thought that the City should continue to focus on getting the word out and
educating the public on City matters.
B. Discuss 2013 Tax Rates
Staff provided information to the Committee on the established tax rates for 2012 tax
bills. Overall taxes are increasing by approximately 2.9%. An example was given on
a house with an assessed value of $100,000; the taxes would be going up about $65
for taxes, plus the cost for a garbage cart. By way of tax bill details, every taxing
entity had an increase except the State. All information needed to create the tax bills
has now been received by the state, and staff is finalizing the bills. The bills, along
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with the insert will be mailed on December 7.
C. Tax Bill Insert
Staff thanked the Committee for their input on this year’s insert. Even with tight
timing, we were able to get a lot of feedback that improved the end product that went
out to our citizens. Committee Members felt the insert was improved compared to
the one put out last year (which was the first time ever that an explanatory insert had
gone out with the tax bills). There were some suggestions made for next year that
staff will work on to improve the insert even more.
V.DISCUSS PRIORITIES / TOPICS FOR FUTURE MEETINGS
~(5:45 – 6:15)
Communications from Council / Mayor
Staff shared the details on what the Mayor and Council have expressed that they may
want the Committee to take on in the upcoming year. Five of the items are; 1) Debt,
2) More details on comparable spending for other WI Communities, 3) Capital
Equipment Fund, 4) Find ways to grow the City’s Tax Base, 5) What to do with funds
after TIF’s close, (one-time closure funds), Economic Development Initiatives,
Capital Outlay. There will be much more on this in coming months.
VI.ECONOMIC DEVELOPMENT INITIATIVES
There was a discussion to recap the November Meeting agenda item on this topic due
to so many members not being able to attend that meeting. It was decided that staff
would request that Community Development Director, Allen Davis come back to the
next meeting to go through this again.
In addition, the Committee asked about the Prager Study and how it might affect the
Committee. Staff will send out hard copies of the study to those that requested it, and
the remaining members will read it online.
VII.ADJOURMENT
Motion by Pearson, Second by Schulz to adjourn. Motion passed unanimously.
Meeting adjourned at 6:45 p.m.