On the agenda: Oconomowoc meeting — Flock camera (Nov 3)

City of Oconomowoc
Common Council
Tuesday, November 03, 2026 - 7:30 PM
City Hall - Council Chambers
174 E. Wisconsin Ave. Oconomowoc, WI 53066
Notice: If a person with a disability requires that the meeting be accessible or that materials at the
meeting be in an accessible format, call the City Clerk’s office at least 48 hours in advance to request
adequate accommodations. Tel: (262) 569-2186

1. Call to order and confirmation of appropriate meeting notification
2. Pledge of Allegiance
3. Roll Call
4. Public Hearing
a. Public Hearing - 2027 Proposed City Budget
The purpose is to hear public comment on the Proposed 2027 City of Oconomowoc Budget
5. Approval of Meeting Minutes
a. Minutes of October 20, 2026
6. Comments/Suggestions from Citizens
7. Consent Agenda (Items listed under the Consent Agenda are considered in one motion - a
Council member may request to remove an item):
a. Easements in Olde Highlander
b. Resolution 26-R3240 Approving City Elevator and Electric Upgrades
c. Resolution 26-R3416 Awarding Cooney Substation Electrical Panel Replacement
d. Resolution 26-R3419 for Disallowance of Claim - Meckl
e. Licenses
1. License Approval
8. New Business
a. Consider/act on the Adoption of the City of Oconomowoc 2027 Annual Budget
b. Consider/act on Setting the 2026 Property Tax Levy for the 2027 City of Oconomowoc
Budget
c. Consider/act on Resolution 26-R3413 Approving the 2027 Wastewater Treatment Rate
Adjustment

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d. Consider/act on Adoption of the 2027 Utility Budgets (Wastewater, Water, Electric)
9. Mayoral Appointment to Council Committee
a. Mayoral Appointment to Fill Community Development Authority Vacancy
10. Staff Reports
11. Reports and Comments from the Aldermen
12. Reports and Comments from the Mayor
13. Adjourn

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CITY OF OCONOMOWOC PROPOSED BUDGET SUMMARY
RESIDENTS & TAXPAYERS please take notice the City of Oconomowoc Common Council has scheduled a Public Hearing on the proposed 2027 budget to be held in
Council Chambers, 2nd floor of City Hall, 174 E Wisconsin Ave, Oconomowoc WI at 7:30pm on November 3, 2026.
GENERAL FUND SUMMARY BY CATEGORY
The 2026 adopted & 2027 proposed General Fund budgets are as follows:
2026
2027
Percent
REVENUES, OTHER FINANCING SOURCES & FUND BALANCE APPLIED:
Budget
Budget
Change
Taxes (other than property taxes)
$
218,050 $
228,050
Special Assessments
12,000
12,000
Intergovernmental Revenues
3,153,893
3,210,759
Licenses and Permits
1,460,200
1,482,700
Fines, Forfeits and Penalties
294,500
287,500
Public Charges for Services
773,595
775,843
Interfund Charges for Services
3,950
3,950
Miscellaneous Revenues
772,285
816,889
Total Revenues Excluding Property Taxes
6,688,473
6,817,691
1.9%
General Property Taxes
12,496,181
13,011,059
4.1%
Other Financing Sources
1,806,000
1,877,795
Fund Balance Applied
600,000
673,500
TOTAL REVENUES, OTHER FINANCING SOURCES & FUND BALANCE APPLIED $ 21,590,654 $ 22,380,045
3.7%
EXPENDITURES, OTHER FINANCING USES & FIRE RESERVES:
General City Government
2,002,919
$
2,141,095 $
Public Safety
10,124,919
11,468,459
Public Works
3,357,979
3,449,901
Health & Human Services
139,905
127,406
Library
1,414,967
1,507,826
Parks and Recreation
2,483,698
2,551,766
Conservation & Development
560,094
598,269
Total Expenditures
20,222,658
21,706,545
7.3%
Other Financing Uses
885,850
673,500
Fire Reserves
482,146
3.7%
TOTAL EXPENDITURES, OTHER FINANCING USES & FIRE RESERVES
$ 21,590,654 $ 22,380,045
SUMMARY BY FUND
Fund Balance
Total
Total
Fund Balance
Property Tax Contribution
The 2027 proposed budgets for all funds combined:
January 1
Revenues
Expend
December 31 2026 Budget 2027 Budget
General Fund
$14,071,942
$21,706,545
$22,380,045
$13,398,442 $12,496,181
$13,011,059
Fire & Ambulance Reserve Fund
1,292,617
5,000
150,000
1,147,617
Garbage & Refuse Special Revenue Fund
525,244
1,363,225
1,476,513
411,956
Woodcreek Stormwater Fund
123,108
8,451
8,599
122,960
River Watershed Fund
191,903
432,754
432,754
191,903
Transportation Facilities Impact Fee Fund
(833,974)
159,000
30,000
(704,974)
Law Enforcement Facilities Impact Fee Fund
460,819
157,000
314,100
303,719
Park & Recreation Facilities Impact Fee Fund
2,735,988
710,000
515,000
2,930,988
Police Equipment Donations Fund
8,116
400
7,716
K9 Fund
9,288
500
9,514
274
Community Development Authority Fund
49,664
100
10,000
39,764
Tourism Fund
615,579
567,100
736,344
446,334
Debt Service Fund
337,412
4,974,564
4,974,564
337,412
2,306,231
2,634,181
T.I.D. #8 Capital Projects Fund
(1,644)
150
(1,794)
T.I.D. #4 Capital Projects Fund
803,957
5,000
808,957
T.I.D. #5 Capital Projects Fund
(294,697)
857,386
42,013
520,676
(762,459)
T.I.D. #6 Capital Projects Fund
(69,430)
509,735
1,202,763
T.I.D. #7 Capital Projects Fund
7,404,330
1,659,903
6,757,451
2,306,782
Capital Improvements Fund
6,345,575
3,517,286
5,983,799
3,879,062
2,100,000
2,314,905
Wastewater Utility
90,332,135
9,196,717
6,686,196
92,842,656
Water Utility
52,124,394
7,696,329
5,635,374
54,185,349
Electric Utility
64,818,600
32,222,929
29,375,958
67,665,571
Technology Internal Service Fund
1,008,257
1,054,350
1,154,282
908,325
Risk Management Internal Service Fund
256,418
798,286
798,286
256,418
Fleet Maintenance Internal Service Fund
274,798
893,576
893,576
274,798
$17,960,145
TOTAL ALL FUNDS
$242,590,400
$88,495,736
$90,376,638
$240,709,496 $16,902,412
PERCENT CHANGE
-0.8%
6.3%
2026
2027
$ Change
% Change
Estimated Equalized Value Property Tax Rate
$4.11
$4.05
-$0.06
-1.6%
Estimated Assessed Value Property Tax Rate
$4.16
$4.16
$0.00
0.0%
The City's outstanding debt at December 31, 2026 is projected to be:
General Obligation Notes & Bonds
$41,185,000
Unsecured Debt
Mortgage Revenue Bonds
Utility Revenue Bonds
TOTAL DEBT
$41,185,000
If a person with a disability requires the meeting be accessible or materials at the meeting be in an accessible format call the Clerk's office at 262-569-2186 at least 48
hours prior to the meeting to request adequate accommodations. Interested persons may attend the hearing in person or submit their opinions to the City Clerk in writing
prior to the hearing. Gina Kozlik, City Clerk

City of Oconomowoc
Common Council Meeting Minutes
October 20, 2026 - 7:30 PM
Aldermen Present: Jennifer Aultman Kloth, Kevin Ellis, Karen Spiegelberg, Charles Schellpeper, Lou Kowieski, Erik
Jungwirth, Zachary Frankowski
Also Present: Matt Rosek, Stan Riffle, Mark Frye, Gina Kozlik, Eric Boettcher, Robert Duffy, Jason Gallo, Jason
Herzog, Kevin Kaari, James Pfister, Tim Reel, Steve Hatton, Ivan Lam
Mayor Rosek called the Common Council Meeting to order at 7:30 PM and appropriate meeting notice was
confirmed.
Pledge of Allegiance
Roll Call
Public Hearing
a.

Public Hearing - Reddelien Road Vacation
The Common Council introduced a Resolution at its September 1, 2026 meeting in which it considered
the discontinuance of part of Reddelien Road, within the Weston Acres Subdivision, consisting of 78,584
SF (1.80 acres) and set October 20, 2026 for a public hearing. The purpose of the hearing is to hear
public comment on the proposed partial vacation of Reddelien Road as described and shown on the
attached map. The roadway vacation is being requested as the road will be reconstructed to the west, at
which time the existing road will be removed and developed into single-family lots. The Council may, but
is not required to, consider and act on the resolution at the October 20, 2026 Common Council meeting.
The Public Hearing opened at 7:30 PM. City Planner Jason Gallo introduced the item on for public
hearing. He explained this is the last step in the process to discontinue this portion of public right-of-way.
There were no public speakers. The Public Hearing closed at 7:33 PM.

b.

Public Hearing - Make It Happy Cafe Rezoning
The purpose is to hear public comment rezone 196 SF of land (.0045 acres) with dimensions of 8.5’ x 23’
located directly north of 162 E. Wisconsin Avenue. The area is zoned IP – Institutional / Public District
and the request is to rezone it to MC – Mixed-Use Commercial. The area to be rezoned is owned by the
City of Oconomowoc and is an unused area of the municipal parking lot. This area is tentatively being
sold to the owners of 162 E. Wisconsin Avenue who intend to combine the 196 SF with their existing
parcel to allow for a future building addition for Make It Happy Cafe.
The Public Hearing opened at 7:33 PM. Gallo gave an overview PowerPoint presentation and showed
the area involved with details. There was no one present to speak. The Public Hearing closed at 7:34
PM.

c.

Public Hearing - Journey21 PD Amendment
The purpose is to hear public comment to amend the Planned Development Ordinance for the project
known as Journey21 (PD-321) to change the layout from what was previously approved on the 12.05
acre area for both the enrichment center and the future residential area. The parcels are located at 1669
& 1671 Old Schoolhouse Road, identified as tax keys #OCOC 0616.999.038 (enrichment center) and
OCOC 0616.999.039 (future residential area). The request is to enlarge the enrichment center with the
construction of a learning center (28,000 SF); increase the lodge from 16 apartment units to 60 units; and
decrease the number of cottages from 12 to 11. The proposed number of residential units would
increase from 28 units to 71 units. The applicant is also requesting to be allowed to increase the building

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Common Council - October 20, 2026

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height for the lodge apartments from 35’ to 45’ and allow a reduction in parking from the 94 required stalls
to 83 proposed stalls.
The Public Hearing opened at 7:34 PM. Gallo gave an overview PowerPoint presentation of the changes
requested to the General Development Plan with the Planned Development asking for flexibility in
building height and parking stall reduction with providing enhanced walkability and connectivity benefits to
the City. Gallo noted a right-of-way permit could be approved by city staff since for the sidewalk rather
than come back. He also reviewed the three added exceptions required to be met. There were no public
comments. The Public Hearing closed at 7:44 PM.
Approval of Meeting Minutes
a.

Minutes of October 6, 2026
Motion to approve the Council minutes of October 6, 2026 made by Kowieski and seconded by
Spiegelberg. Motion carried 7-0-0.

Comments/Suggestions from Citizens
Mike Beatty, 1048 Saratoga Ct, spoke in support of the Flock camera system and the Police Department.
Consent Agenda (Items listed under the Consent Agenda are considered in one motion - a Council
member may request to remove an item):
Motion to approve the Consent Agenda made by Frankowski and seconded by Ellis. Motion
carried 7-0-0.
a.

Treasurer's Report
1.

Treasurer's Report and Financials - September 2026

b.

Electric Utility Easement Agreement Between the City of Oconomowoc and Thomas R Monis
and Barbara J Monis LLV0542044

c.

Electric Utility Easement Agreement Between City of Oconomowoc and Ellen A Glynn
LLV0542045

d.

Final Plat for Weston Acres Phase I, to create 25 single-family lots & 6 duplex lots, located
along Reddelien Rd, between Marks Rd & Weston Ridge Rd.

e.

Certified Survey Map for Village Square Holdings to divide one 27.29 acre lot into four lots
located at the SE corner of Valley Road & Pabst Farms Circle

Committee Reports
a.

Finance - Aultman Kloth, Chr; Schellpeper, Secy; Frankowski
1.

Consider/act on Resolution 26-R3415 Approving Budget Amendments for 3rd
Quarter Grants and Donations Received (7/1/26 - 9/30/26)

This item moved forward with unanimous recommendation from Committee. There was discussion
and support for the Police Department e-bike purchase. It was confirmed that the police bikes are
exempt for their specific purpose of safety on trails.
Motion to adopt Resolution 26-R3415 approving Budget Amendments for 3rd Quarter Grants and
Donations received (7/1/26 - 9/30/26) made by Aultman Kloth and seconded by Kowieski.
Motion carried 7-0-0.

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Common Council - October 20, 2026

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Plan Commission
a.

Consider/act on Resolution 26-R3411 Vacating a Portion of Reddelien Road within Weston
Acres Subdivision
City Planner Gallo gave details on this item at the Public Hearing.
Motion to adopt Resolution 26-R3411 Vacating a Portion of Reddelien Rd within Weston Acres
Subdivision made by Ellis. Motion carried 7-0-0.

b.

Consider/act on Resolution 26-R3414 Approving the Sale of Public Property to Make It Happy
Café 66, LLC to be attached to 162 E. Wisconsin Avenue
City Planner Gallo gave details on this item at the Public Hearing.
Motion to adopt Resolution 26-R3414 approving the Sale of Public Property to Make It Happy Cafe
66, LLC made by Ellis and seconded by Aultman Kloth. Motion carried 7-0-0.

c.

Consider/act on the Certified Survey Map for Make It Happy Cafe 66, LLC to combine 196 SF
of land to the existing parcel located at 162 E. Wisconsin Avenue
City Planner Gallo gave details on this item at the Public Hearing.
Motion to approve the CSM for Make It Happy Cafe 66, LLC to combine 196 SF of land to the
existing parcel located at 162 E. Wisconsin Ave made by Ellis and seconded by Jungwirth.
Motion carried 7-0-0.

d.

Consider/act on Ordinance 26-O1139 to rezone 196 SF from Institutional/Public to Mixed-Use
Commercial for Make It Happy Café 66, LLC at 162 E. Wisconsin Ave - 1st Reading
City Planner Gallo gave details on this item at the Public Hearing.
Motion to adopt the ordinance and waive the second reading made by Aultman Kloth and
seconded by Ellis. Motion carried 7-0-0.

e.

Consider/act on Ordinance 26-O1137 to amend the Planned Development Overlay District
PD-3-21 for Journey21, located at 1669 & 1671 Old Schoolhouse Road - 1st Reading
City Planner Gallo gave details on this item at the Public Hearing. There was discussion and some
concern about the change in density, the height, and questions about control the overlay allows. There
was consensus supporting this as the right project to allow for changes. Administrator Frye provided that
there was an increase in RECs with the extension of sewer, allowing for increased capacity. The Mayor
explained the additional three bullets that were added securing details about construction start, delays
and use changes. Judy Taylor, President and CEO of Journey 21 was in attendance and explained their
fundraising campaign and timing and how additional units help the financial model and affordability. The
addition of the sidewalk connectivity was discussed with access to the trail and the YMCA.
Motion to adopt the ordinance and waive the second reading Waive 2nd reading and two requested
additions row and pd exemption changes made by Ellis and seconded by Spiegelberg.
Motion carried 7-0-0.

Mayoral Appointments with Council Confirmation
a.

Mayoral Appointment with Council Confirmation
Michael Weix appeared and answered questions from Council on his background and the position. The
alderman discussed the number of hours that will be put in from this voluntary position especially with
search for a new Police Chief.
Motion to confirm the Mayor's appointment as presented michael Weix made by Aultman Kloth and
seconded by Frankowski. Motion carried 6-0-1. Abstained: Spiegelberg.

Staff Reports
Clerk Kozlik gave an update regarding the December Special Election for County Executive and the District 1
Aldermanic seat with the closure of the nomination filing period that day. She announced there would not be a
November Primary and Ken Kreiser will be advancing unopposed for the Aldermanic District 1 vacant seat.

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Common Council - October 20, 2026

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Reports and Comments from the Aldermen
Kowieski read his letter of appreciation to Brian Borkowski from 120 on Wisconsin and made a statement of his
intention to run for the aldermanic seat in Spring.
Reports and Comments from the Mayor
Aultman Kloth expressed best wishes to her son on his golden birthday.
Adjourn
Motion to adjourn made by Ellis and seconded by Jungwirth.
Motion carried 7-0-0.
The meeting adjourned at 8:35 PM.
Minutes taken by Gina Kozlik, City Clerk

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Common Council - October 20, 2026

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MEMORANDUM
DEPARTMENT - PUBLIC WORKS
Date: November 3, 2026
To:

Mayor and Common Council

From: Jason Herzog P.E., City of Oconomowoc
Re:

City of Oconomowoc Easements in Olde Highlander

RELATES TO THE STRATEGIC PLAN
n/a
BACKGROUND
These easements are needed to outline 2 wastewater and water utility easements, an electrical
easement, and a public access easement / maintenance agreement along Glasgow Road, Bruce Drive,
and Wallace Loop.
ADDITIONAL ANALYSIS
n/a
FINANCIAL IMPACT
n/a
RECOMMENDATION
Staff recommend approval of the four easements.
SUGGESTED MOTION
Consent agenda item: Motion to approve the consent agenda.

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MEMORANDUM
PUBLIC WORKS
Date: November 3, 2026
To:

Mayor and Common Council

From: Jason Herzog, Director of Public Works
Re:

Consider/Act on Resolution 26-R3420 Awarding Contracts for the 2026 Elevator Modernization
and Associated Electrical Work

RELATES TO THE STRATEGIC PLAN
Key Infrastructure & Facility Maintenance
BACKGROUND
The Elevator Modernization scope encompasses the complete removal of existing elevator components
and the installation of modern equipment.
The City of Oconomowoc Department of Public Works solicited separate, independent bids for the 2026
Elevator Modernization project and its associated Electrical Scope of Work at City Hall (174 East Wisconsin
Avenue). Per the bid specifications, the project requires direct contracting with two specialized firms, one
General Elevator Contractor and one Electrical Contractor who will coordinate to modernize existing
building facilities and bring all systems up to current code.
ADDITIONAL ANALYSIS

1. Elevator Modernization Bids
Contractor

Base Bid

Alternate 1

Total Amount

Metro Elevator
(Milwaukee, WI)

$84,560.00

$13,520.00

$98,080.00

Express Elevator

$108,120.00

$18,400.00

$126,520.00

MEI

$116,425.00

—

$132,825.00 (incl.
alternate/adjustments)

2. Electrical Work Bids

37

Contractor

Bid Amount

Status / Notes

Total Mechanical (Milwaukee, WI)

$32,235.00

Responsive / Lowest Bidder

Midwest Electrical

$49,780.00

Responsive

Wil-Surge Electric

Incomplete

Disqualified

FINANCIAL IMPACT
The total combined award for the base elevator work ($84,560.00), Alternate 1 Cab Upgrade ($13,520),
and electrical work ($32,235.00) equals $130,315.00. Staff recommend including a 10% contingency for a
total of $143,346.50. which falls within the established project budget of $150,000.00.
RECOMMENDATION
Motion to approve Resolution 26-R3420 awarding the 2026 Elevator Modernization contract to Metro
Elevator and the Electrical Work contract to Total Mechanical.
SUGGESTED MOTION
Consent Agenda Item, Motion to approve the Consent Agenda

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RESOLUTION NO. 26-R3420
RESOLUTION AWARDING CONTRACTS FOR THE 2026 ELEVATOR MODERNIZATION
PROJECT AND ASSOCIATED ELECTRICAL WORK
WHEREAS, the City of Oconomowoc Department of Public Works solicited separate,
independent bids for an Elevator Modernization project and its corresponding Electrical Scope
of Work at City Hall; and
WHEREAS, bids were received, publicly opened, and read aloud on October 22, 2026,
in accordance with published legal notices; and
WHEREAS, bids received for the general elevator modernization work were reviewed for
compliance and evaluated, resulting in the following totals including Base Bid and Alternate 1:




Metro Elevator (Milwaukee, WI): $98,080.00 (Base Bid: $84,560.00; Alternate 1:
$13,520.00)
Express Elevator: $126,520.00 (Base Bid: $108,120.00; Alternate 1: $18,400.00)
MEI: $132,825.00 (Base Bid: $116,425.00)

WHEREAS, the bids received for the electrical scope of work were reviewed, resulting in
the following totals:




Total Mechanical (Milwaukee, WI): $32,235.00
Midwest Electrical: $49,780.00
Wil-Surge Electric: Incomplete bid (Disqualified)

WHEREAS, City staff and the Public Services Committee recommend accepting the
proposal of Metro Elevator including Alternate 1 in the amount of $98,080.00 and the proposal
of Total Mechanical in the amount of $32,235.00 for the respective project scopes.
NOW THEREFORE, BE IT HEREBY RESOLVED that the proposal of Metro Elevator in
the sum of $98,080.00 for the general elevator modernization work and the proposal of Total
Mechanical in the sum of $32,235.00 for the electrical scope of work, total cost of $130,315.00
be and the same are hereby accepted, and appropriate City officials are authorized to enter into
contracts with them for said work.
BE IT FURTHER RESOLVED this is a Not-to-Exceed price proposal with a 10%
contingency of $13,031.50, total combined project cost including contingency of $143,346.50,
which is within the established project budget of $150,000.00.
BE IT FURTHER RESOLVED this resolution not become effective and no notice of
award be issued unless and until an appropriate performance bond and a certificate of
insurance are filed with the City Clerk.
DATED:________________

CITY OF OCONOMOWOC
By:_________________________
Matt Rosek, Mayor

ATTEST:
_____________________________
Gina Kozlik, Clerk

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MEMORANDUM
ELECTRIC UTILITY
Date: November 3, 2026
To:

Mayor, Common Council and Utility Committee

From: Kevin Kaari, Utility Manager
Re:

Consider/Act on Resolution 26-R3416 Awarding Cooney Substation Electrical Panel
Replacement

RELATES TO THE STRATEGIC PLAN
Strategic Goal II Improve and Maintain our Facilities
BACKGROUND
The electrical panel at Cooney Substation experienced an unexpected main breaker failure in spring of
2026. This electrical panel supplies the normal and back-up auxiliary power needs of the control building,
relays, transformer fans, heaters, lighting, and HVAC equipment. Staff immediately found a refurbished
breaker but learned the panel and related equipment are obsolete and should be replaced to avoid future
failure problems.
The scope of work to replace the panel requires coordination with the American Transmission Company
(ATC) who also has equipment at the substation. Therefore, timing and coordination of the work is a critical
consideration.
Request for quotes were solicited to Midwest Electric, Edge Electric, Filuit Electric and KRL Electric. Due
to the timing coordination required for this project, Filuit Electric could not provide proper staff levels to
accomplish the work timely and KRL Electric declined due to the specialty nature of the work.
The two qualified vendors provided the following quotes:
*Midwest Electric
Edge Electric

$ 25,940.00
$ 21,983.00

*Midwest provided an optional quote for replacing the automatic transfer switch for an additional $2,840.00
that staff recommend we include.
While the higher price, Midwest Electric has the best overall understanding of the project and would best
serve the City’s needs to complete this in timely fashion with quality products and professional services.
FINANCIAL IMPACT
Midwest Electric’s quote for $25,940.00 and the additional automatic transfer switch for $2,840, totaling
$28,780.00, is within the 2026 operations budget for substation maintenance outside services fund 603573-6592-210.

P:\Committee and Council\Memos\Consider Act on Cooney Substation Electrical Panel Replacement Award to Midwest Electric - Rev1.docx

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RECOMMENDATION
Motion to recommend to the Common Council award of the Cooney Substation Electrical Panel
Replacement to Midwest Electric, including the optional auto transfer switch, for a total of $28,780.00.
SUGGESTED MOTION
Consent Agenda item, motion to approve the Consent Agenda

P:\Committee and Council\Memos\Consider Act on Cooney Substation Electrical Panel Replacement Award to Midwest Electric - Rev1.docx

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RESOLUTION NO. 26-R3416
RESOLUTION APPROVING COONEY SUBSTATION ELECTRICAL PANEL
REPLACEMENT AWARD TO MIDWEST ELECTRIC

WHEREAS, the electrical panel at Cooney Substation failed in spring of 2026; and
WHEREAS, the refurbished replacement panel and related equipment is obsolete; and
WHEREAS, the panel is critical to Cooney Substation power needs in the control room,
relays, transformer fans, heaters, lighting and HVAC system; and
WHEREAS, Midwest Electric is the most qualified vendor to supply a quote; and
WHEREAS, the Midwest Electric quote of $28,780.00 is within the 2026 substation
maintenance operations budget for professional services;
NOW THEREFORE, BE IT HEREBY RESOLVED, Common Council approves the
Cooney Substation electrical panel replacement award to Midwest Electric.
DATED: November 3, 2026

CITY OF OCONOMOWOC
By: _______________________
Matt Rosek, Mayor

ATTEST:
______________________
Gina Kozlik, Clerk

P:\Committee and Council\Resolutions\Resolution 26-R3416 Cooney Substation Electrical Panel Replacement Award to Midwest
Electric.docx

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MEMORANDUM
FINANCE DEPARTMENT
Date: November 3, 2026
To:

Mayor and Common Council

From: Steve Hatton, Finance Director
Re:

Consider/act on Resolution 26-R3419 for Denial of Claim by A Meckl

RELATES TO THE STRATEGIC PLAN
Strategic Goal-NA
BACKGROUND
On August 13, 2026, we received a “Notice of Claim” submitted by Andreas V Meckl of W351N5461
Lake Drive, Oconomowoc, WI 53066. Mr. Meckl is claiming damage to the inner tube of his e-bike due to
the condition of the right-hand lane of West-bound East Wisconsin Avenue between the Burger King and
VFW.
The City filed the claim with the Claims Division of our insurance carrier, Statewide Services Inc., and
DPW crew were dispatched.
ADDITIONAL ANALYSIS
The DPW crew reported finding a few potholes in the area but stated nothing appeared major or deep.
Cold-mix asphalt was applied to fill any voids possible. They revisited the area again on August 19, 2026,
to check the area again and reported no areas of concern found.
Based on the insurance and staff investigation, the pothole had never been reported to the City prior to
the incident. As a result, the City had no notice of the condition and therefore had no opportunity to
inspect, repair, or otherwise remedy the defect before the incident occurred.
FINANCIAL IMPACT
N/A
RECOMMENDATION
It is recommended that the City of Oconomowoc Council disallow this claim pursuant to the Wisconsin
Statute for disallowance of claim 893.80. The disallowance of the claim in this manner will allow us to
shorten the statute of limitations period to six months.
SUGGESTED MOTION
Motion to approve Resolution 26-R3419.

Y:\Insurance\Claims Filed\Liability\2026 8.07 Meckl\Background Memo for Denial of Claim by Meckl.docx

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RESOLUTION NO. 26-3419
RESOLUTION DISALLOWING CLAIM
WHEREAS, on August 13, 2026, the City of Oconomowoc received a claim of damages
from Andreas V Meckl asserting damage to his bicycle inner tube due to condition of the
roadway on the right-hand west-bound lane of East Wisconsin Avenue between 830 and 860 E
Wisconsin Avenue; and
WHEREAS, said claim has been considered by the City of Oconomowoc and was referred
to the Claims Division of Statewide Services, Inc., which company administers claims for the
League of Wisconsin Municipalities Mutual Insurance Company; and
WHEREAS, Statewide Services, Inc. recommends that the City of Oconomowoc deny this
claim pursuant to §893.80 Wis. Stats.; and
WHEREAS, it is therefore the opinion of the City of Oconomowoc, without objection,
direction, or instruction to the contrary from Statewide Services, Inc., that the claim has no merit
and should be denied.
NOW THEREFORE, BE IT HEREBY RESOLVED the claim from Andreas V Meckl, that the City
has no liability in the incident, and be hereby denied.
BE IT FURTHER RESOLVED the City Clerk is hereby instructed to serve a certified copy of
this Resolution Disallowing Claim upon the claimant by certified mail with restricted delivery.

DATED: November 3, 2026,

CITY OF OCONOMOWOC
By: __________________________
Matt Rosek, Mayor

ATTEST:

Gina Kozlik, Clerk

44

NOTICE OF DISALLOWANCE OF CLAIM
Via Certified Mail
Return Receipt Requested

To:

PLEASE TAKE NOTICE that the Common Council of the City of Oconomowoc at its
regular meeting on November 3, 2026, voted to deny the claim dated August 13, 2026, for
damages, pursuant to the provisions of §893.80, Stats.
This Notice of Disallowance of Claim is being served pursuant to the provisions of
§893.80(1g), Stats.
PLEASE TAKE FURTHER NOTICE that §893.80(1g) provides that no action on a claim
against a municipal corporation, nor against any officer, official, agent or employee, may be
brought after six (6) months from the date of service of this notice.

DATED:

November 3, 2026

CITY OF OCONOMOWOC
By:
Gina Kozlic, City Clerk

C:

Attorney Stan Riffle

45

LICENSE APPROVALS
Honorable Mayor and Common Council:

November 3, 2026

The following license applications have been received by the City Clerk, accompanied by
the proper fee and approved by the Oconomowoc Police Department:
Change of Agents
Lutheran Homes of Oconomowoc
1305 W. Wisconsin Ave
Kristin R. Timmer, Agent
1486 Mackenzie Lane
Solveson Moos Abrahamson VFW Post 2260
830 E. Wisconsin Ave
Frank J. Mirenda, Agent
W383 N6610 Deer Creek Ct

S:\Licenses\License Approvals\2025\5-6-25.doc

46

MEMORANDUM
FINANCE DEPARTMENT
Date: November 3, 2026
To:

Mayor and Common Council

From: Steve Hatton, Finance Director

Re:

Consider/act on the Adoption of the City of Oconomowoc 2027 Annual Budget

RELATES TO THE STRATEGIC PLAN
N/A
BACKGROUND
A balanced preliminary 2027 Budget was delivered to Council on September 15. The budget was reviewed
in detail on October 13 during a Committee of the Whole budget workshop. The motion taken at that
meeting to amend the preliminary budget for the use of Tourism funds in the amount of $6,200 is
incorporated into the proposed 2027 Budget.
ADDITIONAL INFORMATION
The 2027 budget preserves the City’s service levels and makes strategic investments in public safety and
infrastructure, aligning with long-term financial stability goals. The budget complies with State Levy Limits
and enhances public safety, through the addition of an additional Police officer and additional funding for
Fire/EMS services. The funding of these area ensures the City continues to provide a high quality of life
for its residents.
The City of Oconomowoc has a long history of being fiscally responsible and financially stable. With the
recommended 2027 budget, that tradition remains intact.
FINANCIAL IMPACT
The proposed 2027 Annual Budget is summarized in the attached Public Notice. The overall City
property tax levy will increase by $1,057,733 compared to the 2026 budget. This increase is driven
primarily by a 5.18% growth in net new construction and increased Fire/EMS costs. Below is a summary
of changes from 2025-2026:

1

47

City Levy
General Fund Operations*
Debt Service Payments*
City Capital Projects
Fire/EMS Operations
Fire/EMS Capital Projects

Total City Levy
Assessed Value**

2025
Levy

2026
Levy

$
Change

%
Change

8,146,407
2,592,081
1,472,355
4,213,924
477,645
16,902,412

8,636,850
2,634,181
1,664,238
4,524,209
500,667
17,960,145

490,443
42,100
191,883
310,285
23,022
1,057,733

6.0%
1.6%
13.0%
7.4%
4.8%
6.3%

4,345,276,800

4,577,479,100

5.3%
232,202,300
* 2026 Adjusted to to match 2027 treatment as direct Debt Service Fund Levy revenue
** 2026 Assessed value is preliminary until Manufacturing values are equated

The City portion of the tax bill for an average home valued at $455,000 is estimated to remain
unchanged at $4.16 per $1,000 of assessed value or $1,891 annually.
Approval of the Capital Budget occurred on August 18, 2026. Since the approval, the need for six
changes has been identified during the development of the operating budget. These changes are shown
below.
Capital
Budget
Description
Wastewater Wastewater GIS
Wastewater Pump Station & WWTP Building Repair
Wastewater Scum Pump Replacement
Water
Lead Lateral (Public-Side) Replacements
Water
Water Meter Head Replacements
City
Annual Capital Contribution for WLFD

Original
Cap Plan
30,000
70,000
22,000
75,000
652,000

Updated
Budget
200,000
22,000
650,667

Change
Notes
(30,000) Moved to Operating Expense
(70,000) Moved to Operating Expense
(22,000) Urgent Need, moved up to 2026
125,000 Increased project activity
22,000 Added needed project
(1,333) Trued up to WLFD Budget
23,667

The Utility items were reviewed at the October 20, 2026 Committee of the Whole meeting and included in
the recommendation for approval. All other Capital items remain unchanged. An amended summary
schedule for the 2027 City and Utility Capital Budgets and Funding Plans are attached.
RECOMMENDATION
It is recommended that the Common Council adopts the City of Oconomowoc 2027 Budget as
presented.
SUGGESTED MOTION
Motion to approve the 2027 Budget as presented.

2

48

CITY OF OCONOMOWOC
ADOPTED BUDGET SUMMARY
LEGALLY REQUIRED PUBLICATION
Published: Thursday, October 15, 2026

RESIDENTS AND TAXPAYERS, please take notice that the Common Council of the City of Oconomowoc has scheduled a public hearing on the proposed 2027 budget. The hearing will be held in
the Council Chambers on the second floor of City Hall, 174 E. Wisconsin Ave., Oconomowoc, WI, at 7:30 p.m. on November 3, 2026.
GENERAL FUND SUMMARY BY CATEGORY
The 2026 adopted and 2027 adopted General Fund budgets are as follows:
REVENUES, OTHER FINANCING SOURCES AND FUND BALANCE APPLIED:
Taxes (other than property taxes)
Special Assessments
Intergovernmental Revenues
Licenses and Permits
Fines, Forfeits and Penalties
Public Charges for Services
Interfund Charges for Services
Miscellaneous Revenues
Total Revenues Excluding Property Taxes
General Property Taxes
Other Financing Sources
Fund Balance Applied
TOTAL REVENUES, OTHER FINANCING SOURCES
AND FUND BALANCE APPLIED
EXPENDITURES, OTHER FINANCING USES AND FIRE RESERVES:
General City Government
Public Safety
Public Works
Health and Human Services
Library
Parks and Recreation
Conservation and Development
Total Expenditures
Other Financing Uses
Fire Reserves
TOTAL EXPENDITURES, OTHER FINANCING USES AND FIRE RESERVES

2026
Budget
$

2027
Budget
228,050
12,000
3,210,759
1,482,700
287,500
775,843
3,950
816,889
6,817,691
13,011,059
1,877,795
673,500

218,050
12,000
3,153,893
1,460,200
294,500
773,595
3,950
772,285
6,688,473
12,496,181
1,806,000
600,000

$

$

21,590,654

$

22,380,045

$

2,141,095
10,124,919
3,357,979
139,905
1,414,967
2,483,698
560,094
20,222,658
885,850
482,146
21,590,654

$

2,002,919
11,468,459
3,449,901
127,406
1,507,826
2,551,766
598,269
21,706,545
673,500
22,380,045

$

$

Percent
Change

1.9%
4.1%

3.7%

7.3%

3.7%

SUMMARY BY FUND

The 2027 proposed budgets for all funds combined:
General Fund
Fire & Ambulance Reserve Fund
Garbage and Refuse Special Revenue Fund
Woodcreek Stormwater Fund
River Watershed Fund
Transportation Facilities Impact Fee Fund
Law Enforcement Facilities Impact Fee Fund
Park & Recreation Facilities Impact Fee Fund
Police Equipment Donations Fund
K9 Fund
Community Development Authority Fund
Tourism Fund
Debt Service Fund
T.I.D. #8 Capital Projects Fund
T.I.D. #4 Capital Projects Fund
T.I.D. #5 Capital Projects Fund
T.I.D. #6 Capital Projects Fund
T.I.D. #7 Capital Projects Fund
Capital Improvements Fund
Wastewater Utility
Water Utility
Electric Utility
Technology Internal Service Fund
Risk Management Internal Service Fund
Fleet Maintenance Internal Service Fund
Total All Funds
Percent Change

Fund
Balance
January 1
$14,071,942
1,292,617
525,244
123,108
191,903
(833,974)
460,819
2,735,988
8,116
9,288
49,664
615,579
337,412
(1,644)
803,957
(294,697)
(69,430)
7,404,330
6,345,575
90,332,135
52,124,394
64,818,600
1,008,257
256,418
274,798
$242,590,400

Total
Revenues
$21,706,545
5,000
1,363,225
8,451
432,754
159,000
157,000
710,000
500
100
567,100
4,974,564
5,000
857,386
509,735
1,659,903
3,517,286
9,196,717
7,696,329
32,222,929
1,054,350
798,286
893,576
$88,495,736

2026
Estimated Equalized Value Property Tax Rate
Estimated Assessed Value Property Tax Rate
The City's outstanding debt at December 31, 2026 is projected to be:
General Obligation Notes and Bonds
Unsecured Debt
Mortgage Revenue Bonds
Utility Revenue Bonds
Total Debt

2027
$4.11
$4.16

$4.05
$4.16

Total
Expend
$22,380,045
150,000
1,476,513
8,599
432,754
30,000
314,100
515,000
400
9,514
10,000
736,344
4,974,564
150
808,957
42,013
1,202,763
6,757,451
5,983,799
6,686,196
5,635,374
29,375,958
1,154,282
798,286
893,576
$90,376,638

Fund
Balance
December 31
$13,398,442
1,147,617
411,956
122,960
191,903
(704,974)
303,719
2,930,988
7,716
274
39,764
446,334
337,412
(1,794)
520,676
(762,459)
2,306,782
3,879,062
92,842,656
54,185,349
67,665,571
908,325
256,418
274,798
$240,709,496
-0.8%

$ Change
-$0.06
$0.00

% Change
-1.6%
0.0%

Property Tax Contribution
2026
2027
Budget
Budget
$12,496,181
$13,011,059

2,306,231

2,634,181

2,100,000

2,314,905

$16,902,412

$17,960,145
6.3%

$53,640,000
8,134,322
$61,774,322

If a person with a disability requires that the meeting be accessible or that materials at the meeting be in an accessible format, call the City Clerk's office at 569-2186, at least 48 hours prior to the
meeting to request adequate accommodations.
Interested persons may attend the hearing in person or submit their opinions to the City Clerk, in writing, prior to the hearing.

49

Gina Kozlik, City Clerk
City of Oconomowoc

CAPITAL IMPROVEMENT PLAN 2027-2031
SCHEDULE OF CAPITAL PROJECTS - CITY FUNDS
Type

Update 2027-2031

Tab #

Fund

Dept

Funding

Description

Clerk1

CapProj

Clerk

Other Equipment CP Reserve Badger Books Purchase-Electronic Poll Book/Voter Check-In

$

58,632

Clerk2

CapProj

Clerk

Bldg & Grounds

$

52,000

Tech 1

Technology Technology Other Equipment Tech ReserveIT Upgrades

CP Reserve Customer Service Window & Workstation Improvements

2027

$

2028

2029

2030

2031

75,000

$

81,500

$

66,550

$

73,205

$

80,526

WLFD 1 CapProj

Fire/EMS Other Equipment Fire Reserve Capital Contribution to Western Lakes Fire District

$

650,667

$

678,100

$

704,200

$

732,000

$

762,200

$

84,000

$

93,500

$

187,000

$

95,000

Police 1

CapProj

Police

Fleet

Other

Squad Car Replacement

Police 2

CapProj

Police

Other Equipment

Levy

Virtual Reality Software Program

Police 3

CapProj

Police

Other Equipment

Levy

Crosswalk System

Police 5

CapProj

Police

Bldg & Grounds

Levy

Update HVAC System

Police 6

CapProj

Police

Bldg & Grounds

Levy

Remodel Clerical Area

Police 7

CapProj

Police

Bldg & Grounds

Levy

Entry Access Fobs & Card Control

Police 8

CapProj

Police

Bldg & Grounds

Levy

UPS Battery Backup

$

20,000

DPW 1

CapProj

DPW

Other

Levy

Adaptive Management Program

$

75,000

DPW 2

CapProj

DPW

Fleet

Levy

Pickup #92

DPW 3

CapProj

DPW

Fleet Equipment

Levy

Lake Barge with Outboard

DPW 4

CapProj

DPW

Fleet

Levy

Plow Truck #47

$

$

21,540

$

30,000

$

75,000

$

$

75,000

$

85,000

21,540

$

75,000

$

75,000

$

125,000

$

125,000

180,000

330,000

DPW 5

CapProj

DPW

Fleet

Levy

1 Ton Dump Truck #39

$

115,000

CapProj

DPW

Fleet

Levy

Plow Truck #54

$

330,000

DPW 7

CapProj

DPW

Fleet

Levy

Backhoe Loader #29

DPW 8

CapProj

DPW

Fleet

Levy

1 Ton Dump Truck #36

$

115,000

DPW 9

CapProj

DPW

Fleet Equipment FLD Reserve Aquarius Lake Weed Harvestor

$

300,000

DPW 10 CapProj

DPW

Fleet Equipment FLD Reserve Aquarius Lake Transport

$

290,000

DPW 11 CapProj

DPW

Fleet Equipment FLD Reserve Aquarius Shore Conveyor

DPW 12 CapProj

DPW

Infrastructure

Levy

DESIGN Street Program

$

DPW 13 CapProj

DPW

Infrastructure

Levy

Street Maintenance Program

$ 1,000,000

$ 1,000,000

$ 1,000,000

$ 2,000,000

$ 2,000,000

$ 2,000,000

200,000

125,000

$

125,000

$

88,000

$

125,000

DPW 14 CapProj

DPW

Infrastructure

Debt

Major Street Replacement Plan

DPW 15 CapProj

DPW

Bldg & Grounds

Levy

Second Salt Shed

DPW 16 HwyImpact

DPW

Fleet

Levy

Additional Plow Truck

$

DPW 17 CapProj

DPW

Fleet

Levy

Pickup Truck #73 a 2019 Chevy Silverado 55173

$

DPW 18 CapProj

DPW

Bldg & Grounds

Levy

Brine Making Machine - not fleet - Building & Grounds

$

50,000

DPW 19 CapProj

DPW

Fleet Equipment

Levy

Replace Vibratory Roller and add Trailer

DPW 20 CapProj

DPW

Fleet Equipment

Levy

Replace 2020 Johnston Sweeper #16

$

450,000

DPW 21 CapProj

DPW

Bldg & Grounds

Debt

Storage Building

$

$
52,500

DPW 6

$

95,000
53,498

52,500
$

$

$
$

$ 1,000,000

$ 1,000,000

$ 2,000,000

$ 2,000,000

$

300,000

-

$

330,000

-

$

65,000

$

90,000

$

-

$

50,000

85,000

DPW 22 CapProj

DPW

Bldg & Grounds

Levy

City Hall Flat Roof Replacement

DPW 23 CapProj

DPW

Fleet

Levy

Plow Truck #51 a 2014 International 55051

$

330,000

DPW 24 CapProj

DPW

Bldg & Grounds

Levy

Replace Uninterruptible Power Supply (UPS) at City Hall

$

80,000

DPW 25 CapProj

DPW

Bldg & Grounds

Levy

Restore Faces on the City Hall Clock Tower

$

35,000

$

85,000

$

50,000

Library 1 CapProj

Library

Bldg & Grounds rants/Donatio Satellite Branch Start-Up Costs

$

156,000

Library 2 CapProj

Library

Bldg & Grounds

$

100,000

Parks 1

ParkImpact

Parks

Infrastructure

$

515,000

Parks 2

CapProj

Parks

Bldg & Grounds

Levy

Tennis Court Resurfacing

Parks 3

CapProj

Parks

Bldg & Grounds

Levy

Scout Houses Siding Replacement

$

19,000

Parks 5

CapProj

Parks

Infrastructure

$

600,000

Parks 6

CapProj

Parks

Bldg & Grounds

Parks 7

CapProj

Parks

Fleet Equipment

Parks 8

ParkImpact

Parks

Fleet Equipment

Parks 9

CapProj

Parks

Fleet Equipment

Levy

2008 Toro Herbicide Sprayer

Parks 10 CapProj

Parks

Fleet Equipment

Levy

2012 SmithcoAthletic Field Conditioner

Levy

Fire System Replacement

Impact Fee NE Regional Park Development - Phase 2

CP Reserve Bike/Ped Trail connections
Levy

Park Shelter Picnic Table Replacement

Levy

3WD Super Rake #80 replacement

$

$

40,000

$

48,000

$

200,000

$

45,000

$

40,000

$ 2,500,000

52,000

Impact Fee Additional New Wide Area Mower

$
$

41,000

$

95,000

$

21,000

115,000

Parks 11 CapProj

Parks

Fleet

Levy

Truck #81 - 2011: Silverado C2500 3/4 ton

Parks 12 CapProj

Parks

Fleet Equipment

Levy

2015 JCB Mini Loader replacement

Parks 13 CapProj

Parks

Fleet Equipment

Levy

Stand Up Mower (replaces 2 walk behinds)

Parks 14 CapProj

Parks

Fleet Equipment

Levy

2015 Massey Ferguson Tractor replacement

$

64,000

Parks 15 CapProj

Parks

Fleet

Levy

2011 Ford F550 #91 with Forestry Body

$

180,000

Parks 16 CapProj

Parks

Other Equipment

Levy

River Bluff Park Playground

Parks 17 CapProj

Parks

Fleet Equipment

Levy

Floor Scrubber

$

$

Parks 18 CapProj

Parks

Fleet Equipment

Levy

Fecon Head Attachment for John Deere 190

Parks 19 CapProj

Parks

Fleet Equipment

Levy

2018 Kubota RTV

Parks 20 CapProj

Parks

Bldg & Grounds

Levy

Community Center Porch/Balcony Resurfacing

Parks 21 CapProj

Parks

Fleet

Levy

2013 Chevy Silverado K3500 with plow #102

Parks 22 CapProj

Parks

Fleet Equipment

Levy

1979 John Deere Tractor Replace w/Toro Outcross 9060

Parks 23 CapProj

Parks

Fleet Equipment

Levy

2013 JCB Skid Steer

Parks 24 CapProj

Parks

Bldg & Grounds

Levy

Roosevelt Field Netting System Replacement

Parks 25 CapProj

Parks

Bldg & Grounds

Levy

Champion Field Park Park Updates

Parks 26 CapProj

Parks

Bldg & Grounds

Levy

Chapman Barn Restoration

Parks 27 CapProj

Parks

Bldg & Grounds

Levy

Fowler Park Pathway Extension

180,000

$

40,000

$

40,000

$ 6,573,799

Y:\Budget\Budget 2027\Capital\COW Workshop\City Capital Worksheets 2027-2031.xlsx, Council Plan

$

60,000

$

40,000

$

25,000

14,000

$

85,000

$

275,000

$

90,000

$ 5,909,640

$

35,000

$

90,000

$

250,000

$ 8,503,250

$ 5,254,243

$ 4,667,726

1

50

2027 City Capital Project Funding Plan
Fund
408-Cap Proj

Dept
Clerk
Fire/EMS
Police
DPW

Library
Parks

408-Cap Proj Total
700-Tech
700-Tech Total
223-Park
223-Park Total
Grand Total

Description

2027 Exp

Levy

Debt

Reserves

Badger Books Electronic Poll Books
Clerk Customer Service Window
Annual Capital Contribution for WLFD
Squad Car Replacement
Update HVAC System
UPS Battery Back Up
Adaptive Management
Replace 2002 Freightliner Snow Plow Truck # 47
Replace Backhoe Loader # 029 a 2004 John Deere 410G
Design Street Program
Street Maintenance Program
Major Street Replacement Plan
Restore Faces on the City Hall Clock Tower
Storage Building (Utilities, DPW and Parks)
Satellite Branch Start-Up Costs
Fire System Replacement
Scout Houses Siding Replacement
NE Corridor Bicycle and Pedestrian Overpass
3WD Super Rake #80 replacement
2015 JCB 409 Mini Wheeled Loader #5
Floor Scrubber
Roosevelt Field Netting Post Replacement
Chapman Barn Restoration

58,632
52,000
650,667
84,000
52,500
20,000
75,000
330,000
200,000
125,000
1,000,000
2,000,000
50,000
85,000
156,000
100,000
19,000
600,000
52,000
180,000
14,000
40,000
40,000
5,983,799
75,000
75,000
515,000
515,000
6,573,799

500,667
74,000
52,500
20,000
75,000
330,000
200,000
125,000
326,500
116,238
50,000
100,000
19,000
52,000
180,000
14,000
40,000
40,000
2,314,905
2,314,905

1,883,762
85,000
1,968,762
1,968,762

58,632
52,000
150,000
500,000
760,632
75,000
75,000
835,632

Technology

IT Upgrades

Parks

NE Regional Park Phase 2

51

Grant /
Dontation

156,000
100,000
256,000
256,000

Impact
Fees

515,000
515,000
515,000

Other
10,000
673,500
683,500
683,500

2027
Total
58,632
52,000
650,667
84,000
52,500
20,000
75,000
330,000
200,000
125,000
1,000,000
2,000,000
50,000
85,000
156,000
100,000
19,000
600,000
52,000
180,000
14,000
40,000
40,000
5,983,799
75,000
75,000
515,000
515,000
6,573,799

2027-2028 Fleet Items
Tab #

Dept

Description

DPW 3
DPW 4
DPW 5
DPW 6
DPW 7
DPW 8
Parks 10
Parks 11
Parks 12
Parks 7
Police 1
Elec 15
Elec 16
Elec 19
Elec 23
Elec 24
Elec 25
Water 10

DPW
DPW
DPW
DPW
DPW
DPW
Parks
Parks
Parks
Parks
Police
Electric
Electric
Electric
Electric
Electric
Electric
Water

Lake Barge with Outboard
Plow Truck #47
1 Ton Dump Truck #39
Plow Truck #54
Backhoe Loader #29
1 Ton Dump Truck #36
2012 SmithcoAthletic Field Conditioner
Truck #81 - 2011: Silverado C2500 3/4 ton
2015 JCB Mini Loader replacement
3WD Super Rake #80 replacement
Squad Car Replacement
Replace T44 Trailer a 2004 Contrail
Replace Zero Turn Mower ZT2 a 2015 Grasshopper
Replace 2017 Small Aerial Truck #15 (63115)
Replace 2020 Vermeer Bore Rig #63043
Replace 2018 Bobcat E45 Mini Excavator #63148
Modify 2020 Chevy 4500 Truck #106 for Updated Bed
Replace Hydro Exc Truck 2011 Freightliner #58 63058

Water 20

Water

2027

Cold Storage Building (Water Utility Portion)

Water 9
Water Replace Crew Truck # 9 2016 Ford
WWTP 17 WWTP Replace Zero Turn Mower ZT2 a 2015 Grasshopper
WWTP 8 WWTP Replace Truck #87 2010 Ford

330,000
200,000

180,000
52,000
84,000

500,000
120,000
10,000
375,000

28,300

60,000
Total 1,939,300

2028
180,000
115,000
330,000
115,000
41,000
95,000
93,500
60,000
10,000
225,000

-

95,000
10,000
1,369,500

Above items approved for delivery/payment in year indicated. Orders may be placed ealier, but delivery and payment must
occur in above budget year. Highlighted truck updated from #38 to #54 following 2026 purchase of 2 used City of Waukesha
Trucks

52

CAPITAL IMPROVEMENT PLAN 2027-2031
SCHEDULE OF CAPITAL PROJECTS - UTILITY FUNDS

Page #

Dept

WWTP 1

WWTP

Infr

Type

Revenues Sewer Main (In Conjunction w/ Streets)

Funding

Description
$

2027
500,000

$

500,000

$

550,000

$

550,000

WWTP 2

WWTP

Infr

ERF

$

75,000

$

15,000

$

15,000

$

15,000

WWTP 4

WWTP

Infr

Reserves Madison Lift Station - Purchase and installation of 3rd pump

$

180,000

$

80,000

WWTP 6

WWTP

Equip

Reserves Lift Station pump/mechanical updates

$

48,000

$

50,000

$

50,000

$

50,000

$

50,000

WWTP 7

WWTP

Equip

Reserves Lift Station control panel & associated equipment

$

80,000

$

80,000

$

80,000

$

80,000

$

80,000

WWTP 8

$

18,000

$

25,000

$

26,000

Treatment Plant Upgrades-HVAC

WWTP

Fleet

Reserves Replace Truck #87 2010 Ford

$

60,000

WWTP 10 WWTP

Equip

ERF

$

18,000

WWTP 11 WWTP

Equip

Revenues Influent pump rebuilds - schedule

$

24,000
35,000

Replacement of chemical feed pump

2028

2029

2030

2031
$

550,000

WWTP 15 WWTP

Equip

ERF

Grit pump replacement

$

WWTP 19 WWTP

Equip

ERF

Ortho-Phosphate Analyzer

$

33,000

Elec 1

Electric

Infr

New Services

$

180,000

$

190,000

$

190,000

$

190,000

$

190,000

Elec 2

Electric

Infr

Primary Extensions

$

275,000

$

275,000

$

275,000

$

275,000

$

275,000

Elec 3

Electric

Infr

Voltage Conversion

$

250,000

$

250,000

232,000
$

50,000

$

50,000

$

50,000

$

50,000
300,000

Elec 4

Electric

Infr

Cooney replacement breakers

$

Elec 5

Electric

Infr

Annual Street Project Relocations

$

50,000

Elec 6

Electric

Infr

Auto Transfer Switches

$

300,000

Elec 7

Electric

Infr

Cable Replacement

$

300,000

$

300,000

$

300,000

$

300,000

$

Elec 8

Electric

Infr

Overhead to Underground Conversions

$

25,000

$

25,000

$

25,000

$

25,000

$

25,000

Elec 9

Electric

Infr

Street Light Additions/Replacements

$

50,000

$

50,000

$

50,000

$

50,000

$

50,000

Elec 10

Electric

Equip

Electric Meters - New & Replacement

$

250,000

$

250,000

$

400,000

$

400,000

$

250,000

Elec 11

Electric

Equip

Transformers - New & Replacement

$

750,000

$

750,000

$

750,000

$

750,000

$

750,000

Elec 12

Electric

Fleet

Replace Truck #8 2015 - Foreman Pickup

$

55,000

Elec 13

Electric

Fleet

Replace T33 2007 Sauber 3 reel turret trailer

$

70,000

Elec 14

Electric

Fleet

Replace TBC21 2004 Butler mini excavator trailer

$

20,000

$

50,000

$

-

$

-

$

-

$

175,000

$

175,000

$

175,000

$

50,000

$

100,000

300,000

$

300,000

Elec 15

Electric

Fleet

Replace T44 Trailer a 2004 Contrail

$

60,000

Elec 16

Electric

Fleet

Replace Zero Turn Mower ZT2 a 2015 Grasshopper

$

10,000

$

-

$

225,000

Elec 17

Electric

Infr

Utility Building

Elec 18

Electric

Infr

Cold Storage Building (Electric Utility Portion)

Elec 19

Electric

Fleet

Replace 2017 Small Aerial Truck #15 (63115)

Elec 20

Electric

Infr

Distribution Outage Repair Upgrades

$

175,000

$

175,000

Elec 21

Electric

Infr

Relight South Main

$

125,000

$

125,000

Elec 22

Electric

Infr

Replace Cooney T8 - 50 yrs old in '29

$

100,000

Elec 23

Electric

Fleet

Replace 2020 Vermeer Bore Rig #63043

$

500,000

Elec 24

Electric

Fleet

Replace 2018 Bobcat E45 Mini Excavator #63148

$

120,000

Elec 25

Electric

Fleet

Modify 2020 Chevy 4500 Truck #106 for Updated Bed

$

10,000

Elec 26

Electric

Fleet

Replace 2001 Ingersoll Rand Portable Air Compressor

Elec 27

Electric

Fleet

Replace 2018 Ram Crew Truck #13

Elec 28

Electric

Fleet

Replace 2020 Bobcat E35 Mini Excavator

$

90,000

Elec 29

Electric

Equip

Substation Battery Replacements

$

15,000

Elec 30

Electric

Equip

Meter Testing Equipment

$

35,000

Elec 31

Electric

Infr

Street Light Signal Upgrades

$

40,000

Elec32

Electric

Infr

Berg Development - Allen/Morgan/Reddelein

$

56,700

$ 2,000,000

$ 3,000,000

$

35,000

$ 2,000,000

Water 1

Water

Equip

Water Meters

$

375,000

$

300,000

$

300,000

$

Water 2

Water

Infr

Water Main (In Conjunction w/ Streets)

$

950,000

$

950,000

$

950,000

$ 1,000,000

$ 1,000,000

Water 3

Water

Infr

Distribution Water Mains & Valves

$

100,000

$

100,000

$

100,000

$

100,000

$

100,000

Water 4

Water

Infr

DNR Mandated Lead Service Line Replacement Program

$

200,000

$

200,000

$

200,000

$

200,000

$

200,000

Water 5

Water

Infr

Well 2 Abandonment

$

200,000

$

100,000

Water 6

Water

Infr

Well 9 site acquisition

$

50,000

$

-

$

150,000

Water 7

Water

Infr

Ground Storage Reservoir at Wells 4 & 6

$

750,000

$ 3,000,000

Water 8

Water

Infr

New Utility Building

Water 9

Water

Fleet

Replace Crew Truck # 9 2016 Ford

$

Water 10

Water

Fleet

Replace Hydro Excavator Truck 2011 Freightliner #58 63058

Water 11

Water

Fleet

Replace Zero Turn Mower 2019 Grasshopper 63051-ZT3

Water 13

Water

Infr

Well 7 Repipe

Water 14

Water

Fleet

Replace Crane Truck 2009 Chevy #25

Water 15

Water

Infr

Well #6 - Pull, Inspect, Repair or Replace all Pumping Equipment

$

375,000

$

75,000

$

$

$

25,000

$

250,000

$

50,000

$ 1,000,000

95,000
20,000

50,000

Water 16

Water

Infr

Well #4 - Pull, Inspect, Repair or Replace all Pumping Equipment

Water 17

Water

Infr

Well #3 - Pull, Inspect, Repair or Replace all Pumping Equipment

Water 18

Water

Infr

Well #1 - Pull, Inspect, Repair or Replace all Pumping Equipment

$

50,000

Water 19

Water

Fleet

Replace Truck #12 2018 Ram 2500HD 62112

$

95,000

Water 20

Water

Fleet

Cold Storage Building (Water Utility Portion)

$

28,300

$

-

$

-

$

-

$

-

Water 21

Water

Infr

Water Meter Head Replacements

$

22,000

$

-

$

-

$

-

$

-

$

$ 7,252,000

Y:\Budget\Budget 2027\Capital\COW Workshop\Utility Capital Worksheets 2027-2031.xlsx, Capital Util-Council Plan

53

$ 7,315,000

50,000

$ 8,486,000

$ 8,153,000

$ 7,610,000

1

2027 Utility Capital Funding Plan
Dept
Electric

Electric Total
Water

Water Total
(blank)
(blank) Total
WWTP

WWTP Total
Grand Total

Page #
Elec 1
Elec 2
Elec 3
Elec 4
Elec 5
Elec 6
Elec 7
Elec 8
Elec 9
Elec 10
Elec 11
Elec 18
Elec 20
Elec 21
Elec 22
Elec 23
Elec 24
Elec 25
Elec 30
Elec 31

Description
New Services
Primary Extensions
Voltage Conversion
Cooney replacement breakers
Annual Street Project Relocations
Auto Transfer Switches
Cable Replacement
Overhead to Underground Conversions
Street Light Additions/Replacements
Electric Meters - New & Replacement
Transformers - New & Replacement
Cold Storage Building (Utilities, DPW and Parks)
Distribution Outage Repair Upgrades
Relight South Main
Replace Cooney T8 - 50 yrs old in '29
Replace 2020 Vermeer Bore Rig #63043
Replace 2018 Bobcat E45 Mini Excavator #63148
Modify 2020 Chevy 4500 Truck #106 for Updated Bed
Meter Testing Equipment
Street Light Signal Upgrades

Water 1
Water 2
Water 3
Water 4
Water 5
Water 6
Water10
Water13
Water 20
Water 21

Water Meters
Water Mains - In Conjunction w/Streets
Distribution Water Mains & Valve Extensions
DNR Mandated Lead Service Line Replacements
Well 2 Abandonment
Well 9 Site Acquisition
Replace Hydro Excavator Truck 2011 Freightliner #58 63058
Well 7 Re-Pipe
Cold Storage Building (Utilities, DPW and Parks)
Water Meter Head Replacements

(blank)

(blank)

WWTP 1
WWTP 2
WWTP 4
WWTP 5
WWTP 6
WWTP 7
WWTP 8
WWTP 9
WWTP 10
WWTP 11
WWTP 15
WWTP 19

Sewer Main (In Conjunction w/ Streets)
Treatment Plant Upgrades-HVAC
Madison Lift Station - Purchase and installation of 3rd pump
Wastewater GIS
Lift Station pump/mechanical updates
Lift Station control panel & associated equipment
Replace Truck #87 2010 Ford
Lift Station and WWTP Building Repair
Replacement of chemical feed pump
Influent pump rebuilds - schedule
Grit pump replacement
Effluent Phosphorus Analyzer

Fund
Revenues
180,000
275,000
250,000
232,000
50,000
300,000
300,000
25,000
50,000
250,000
750,000
56,700
175,000
125,000
100,000
500,000
120,000
10,000
35,000
40,000
3,823,700
375,000
100,000
200,000
200,000
50,000
375,000
75,000
28,300
22,000
1,425,300
500,000
24,000
524,000
5,773,000

Y:\Budget\Budget 2027\Capital\COW Workshop\Utility Capital Worksheets 2027-2031.xlsx, PT Summary

54

Reserves

Other

Debt

2027 Total
180,000
275,000
250,000
232,000
50,000
300,000
300,000
25,000
50,000
250,000
750,000
56,700
175,000
125,000
100,000
500,000
120,000
10,000
35,000
40,000
3,823,700
375,000
950,000
100,000
200,000
200,000
50,000
375,000
75,000
28,300
22,000
2,375,300
500,000
75,000
180,000
48,000
80,000
60,000
18,000
24,000
35,000
33,000
1,053,000
7,252,000

-

-

950,000
950,000

75,000
180,000
48,000
80,000
60,000
443,000
443,000

18,000
35,000
33,000
86,000
86,000

950,000

2

MEMORANDUM
FINANCE
Date: November 3, 2026
To:

Mayor and Common Council

From: Steve Hatton, Finance Director

Re:

Consider/act on Setting the 2026 City of Oconomowoc Property Tax Levy for the 2027 Budget

RELATES TO THE STRATEGIC PLAN
N/A
BACKGROUND
In concert with approving the annual budget, the Common Council must take separate action to approve
the property tax levy for the City. The 2026 property tax levy for the 2027 budget is summarized below.
ADDITIONAL INFORMATION
The 2026 levy approved by the Common Council is levied on the 1/1/2026 assessed value of taxable real
property within the City. After combining with the other taxing jurisdictions (Waukesha County,
Oconomowoc Area School District, Waukesha County Technical College), the City will issue tax bills in
December 2026. The City collects property tax bill payments from residents and forwards the portions due
to other jurisdictions. The City portion of these collections represent revenue to fund the 2027 Budget.
FINANCIAL IMPACT
The City’s 2026 property tax levy for the 2027 budget is $17,960,145 broken out as follows:
City Levy
General Fund Operations*
Debt Service Payments*
City Capital Projects
Fire/EMS Operations
Fire/EMS Capital Projects

Total City Levy
Assessed Value**

2025
Levy

2026
Levy

$
Change

%
Change

8,146,407
2,592,081
1,472,355
4,213,924
477,645
16,902,412

8,636,850
2,634,181
1,664,238
4,524,209
500,667
17,960,145

490,443
42,100
191,883
310,285
23,022
1,057,733

6.0%
1.6%
13.0%
7.4%
4.8%
6.3%

4,345,276,800 4,577,479,100 232,202,300 5.3%
* 2026 Adjusted to to match 2027 treatment as direct Debt Service Fund Levy revenue
** 2026 Assessed value is preliminary until Manufacturing values are equated

RECOMMENDATION
Approve the 2026 City of Oconomowoc tax levy for the 2027 Budget at $17,960,145.
SUGGESTED MOTION
1

55

Motion to set the City of Oconomowoc 2026 property tax levy for the 2027 budget at $17,960,145.

2

56

MEMORANDUM
FINANCE DEPARTMENT
Date: November 3, 2026
To:

Mayor and Common Council

From: John Schuh, Utility Accounting Manager
Steve Hatton, Finance Director
Re:

Proposed 2027 Sanitary Sewer Rates

RELATES TO THE STRATEGIC PLAN
Strategic Goal-N/A
BACKGROUND
A thorough cost of service study has been conducted to ensure that the Wastewater Utility is recovering
adequate revenues to meet its financial needs. Service rates based on the study have been developed
so that all customers pay a fair and proportional share of all operating and capital costs. See the attached
pages showing the current and proposed 2027 service rates. Wastewater treatment rates are not
regulated by the Public Service Commission and are typically adjusted annually.
ADDITIONAL ANALYSIS
The Committee of the Whole reviewed on October 20, 2026, and recommended council approval.
FINANCIAL IMPACT
The study calculated a recommended net increase of 3.9% for residential customers. An average
customer’s monthly bill would increase by $1.30, from $33.69 to $34.99. This increase is lower than the
prior three year’s annual adjustments. City commercial customer rates would increase on average 1.0%
depending on volume and concentration of waste. The average net increase is lower for commercial
customers because the rate study determined the price adjustment should only be made to the fixed
monthly charge and not the variable per gallon rate. The increase is recommended to cover annual
operating expenses and provide a positive rate of return that continues funding current and future capital
projects necessary to maintain the integrity of our collection system, pumping stations and the treatment
facility.
Overall combined charges for the extraterritorial customers will also increase as a result of this rate review.
Charges to this customer group consist of annual license fees based on the number of residential
equivalent connections (RECs), and volumetric charges based on metered flow from each sanitary district.
The license fees are municipal (non-utility) revenue that increase annually by 4.0% per year under the
terms of the sewer service agreements. Volumetric charges are impacted by changes in operating and
maintenance expenses, annual flows and capital costs. The volumetric rates vary by district and would
increase 0.1% to 2.7%.
1

57

Customers outside the City limits, but not part of a wholesale metered sanitary district, are labeled “Outside
Contract”. The fixed and variable rates for outside contract customers are based on an engineering cost
of service model that is part of the agreements for sanitary sewer service. In 2027, the outside contract
fixed charge is lower than the City rate, however, the outside contract volume rate is higher. The lower
fixed cost is the result of the agreement that limits the amount of capital cost we can apply to the rates. In
addition to the fixed and volume charges, all non-city wastewater customers pay an annual “License
Fee”. For 2027 these range from $175.43 to $377.79.
The volume rate for the Village of Lac La Belle #1, Village of Lac La Belle #2 and Town of Ixonia #2 around
the western edge of Lac La Belle is lower than the volume rate for City customers. The rates for the
sanitary districts vary based on the level of service provided by our wastewater utility. Those three districts
own and provide maintenance to their local wastewater collection system. In addition, they have ownership
of a force main that brings their wastewater flow into the City. Therefore, the only service provided to those
districts is for treatment at the wastewater treatment facility. This creates the lower per gallon rate
charged. As noted above, these districts are also charged the annual license fee based on the number of
residential equivalent connections (RECs) in their district.
RECOMMENDATION
Recommend approval of proposed 2027 sanitary sewer rates.
SUGGESTED MOTION
Motion to approve the proposed 2027 sanitary sewer rate schedule.
EXHIBIT
The chart below shows the average wastewater monthly bill at our current and proposed rates compared
to a peer group of neighboring communities.

2

58

RESOLUTION NO. 26-R3413
RESOLUTION FOR WASTEWATER TREATMENT RATE ADJUSTMENT
WHEREAS, §13.50 of the Municipal Code of the City of Oconomowoc sets forth the
various sewer service charges and fees and provides in §13.50(6)(d) that the Common Council
shall establish the charges and fees by resolution; and
WHEREAS, §13.50 provides that there shall be an annual review of the user charge
system, which shall be computed by the Finance Director and presented to the Common
Council in time to provide for implementation of new charges for the following year; and
WHEREAS, the Finance Director has computed all rates, charges and fees for 2027 and
submitted a recommendation to the Committee of the Whole on October 20, 2026; and
WHEREAS, the Committee of the Whole reviewed and recommend approval of the 2027
sewer user rates, charges and fees for all wastewater treatment plant users, including
extraterritorial users, and the proposed septage disposal charges and fees.
NOW THEREFORE, BE IT HEREBY RESOLVED that the attached schedule of sewer
rates, charges and fees, including septage disposal charges, are approved and established as
the 2027 sewer rates, which rates shall remain in effect until further amendment by Common
Council resolution.
BE IT FURTHER RESOLVED that all other rates, charges and fees, including the sewer
availability charge, shall remain in effect unless amended by ordinance or resolution of the
Common Council.
BE IT FURTHER RESOLVED that this resolution and the rates, charges and fees set forth
on the attached schedule shall become effective January 1, 2027.
DATED: November 3, 2026

CITY OCONOMOWOC

By: _________________________
Matt Rosek, Mayor
ATTEST:

________________________
Gina Kozlik, Clerk

59

City of Oconomowoc
2027 Wastewater Rate Forecast-Adjusted
Current and Proposed Rates
2026 Rates

Proposed
2027 Rates

per 1,000 gallons
per 1,000 gallons
per 1,000 gallons
per customer, per month

$
$
$
$

7.50
8.27
7.50
8.50

$
$
$
$

7.50
8.27
7.50
9.80

A
B
n/a

per 1,000 gallons
per 1,000 gallons
per customer, per month

$
$
$

8.21
8.30
3.91

$
$
$

8.21
8.30
5.29

Class

Unit of Measure

C
C
C

pounds over 250 mg/L
pounds over 270 mg/L
pounds over 7 mg/L

Class

Unit of Measure

Retail Rates (Individually Metered Customers)

Class

Unit of Measure

City of Oconomowoc
Domestic Strength Volume
Above Domestic Strength Volume
High Sgrength Volume
Fixed Customer Charge

A
B
C
n/a

Outside Contract Retail
Domestic Strength Volume
Above Domestic Strength Volume
Fixed Customer Charge

Retail High-Strength Surcharges
Biochemical Oxygen Demand (BOD)
Total Suspended Solids (TSS)
Phosphorus

Wholesale Contract Rates (Metered By District)

2026 Rates

Proposed
2027 Rates

$
$
$

$
$
$

0.58
0.39
14.05

0.55
0.36
13.60

2026 Rates

Proposed
2027 Rates

V. of Lac LaBelle: #3 Blackhawk
Volume

per 1,000 gallons

$

8.21

$

8.22

Town of Ixonia #2
Volume

per 1,000 gallons

$

6.27

$

6.29

V. of Lac LaBelle: #2 Mary Lane
Volume

per 1,000 gallons

$

6.27

$

6.29

V. of Lac LaBelle: #1 Lac LaBelle
Volume

per 1,000 gallons

$

6.27

$

6.29

V. of Lac LaBelle: #4 Okauchee
Volume

per 1,000 gallons

$

8.82

$

9.06

V. of Oconomowoc Lake
Volume

per 1,000 gallons

$

8.82

$

9.06

V. of Summit: Silver Lake
Volume

per 1,000 gallons

$

8.82

$

9.06

Y:\Financial Statements\2026\Month End\2026-09 Utility Financial Stmts, Rates 27a1

60

10/7/2026, 8:31 AM

per Year

per Month

City of Oconomowoc
2027 Wastewater Rate Forecast-Adjusted
Average Residential Customer Impact
Average Residential
Customer Rate Impact

2027
Volume

2026
Rates

% of
Total

2027
Rates

Average Annual Usage
# of Months
Average Monthly Usage
Thousand Gallons

40,300
12
3,358
3.36

3.36

3.36

Volume Rate

7.50

7.50

Volume Charge
Fixed Monthly Charge

25.19
8.50

75%
25%

25.19
9.80

Total Charges

33.69

100%

2026
Rates

% of
$
%
Total Change Change

-

0.0%

72%
28%

1.30

0.0%
15.3%

34.99

100%

1.30

3.9%

% of
Total

2027
Rates

$
%
% of
Total Change Change

75%

40.30
7.50
302.25

72%

-

0.0%

28%

15.60

15.3%

72%

15.60

3.9%

Note, prior year budget average customer annual estimated consumption gallons was:

39,900

This represents a change in volume of:

400

Average Residential
Customer Rate Impact

2027
Volume

Average Annual Usage
Thousand Gallons
Volume Rate
Volume Charge

40,300
40.30

40.30
7.50
302.25

Fixed Monthly Charge
# of Months
Fixed Charge

8.50
12
102.00

25%

9.80
12
117.60

Total Charges

404.25

100%

419.85

1.0%

Y:\Financial Statements\2026\Month End\2026-09 Utility Financial Stmts, Avg Cust 27j1

61

10/7/2026, 8:34 AM

City of Oconomowoc
2027 Wastewater Rate Forecast-Adjusted
Miscellaneous Fees
2026
Current
Fee

Unit of
Measure

Description

2027
Proposed
Fee

Application and Registration Fees
Renewal Application
Truck Registration
Initial Application

per firm
per truck
per firm

$
$
$

243.00
21.00
353.00

$
$
$

252.00
22.00
367.00

Analysis Fees
Biochemical Oxygen Demand (BOD)
Total Suspended Solids (TSS)
Phosphorus
Oil and Grease
pH

per test
per test
per test
per test
per test

$
$
$
$
$

40.80
17.50
20.40
40.80
5.30

$
$
$
$
$

42.40
18.20
21.20
42.40
5.50

Rates may be set for a particular originator based on sampling averages.

Septic and Holding Tanks Assumed Strength
Holding Tank
Septic Tank
High Strength Rate per Pound

Description

BOD
(mg / L)
350
5,000
$
0.55

TSS
(mg / L)
500
11,000
$
0.39

P
(mg / L)
18.2
23.9
$
13.60

Unit of
Measure

Current
Fee

Proposed
Fee

Septic and Holding Tank Fees
Holding Tank
Septic Tank

per 1,000 gal
per 1,000 gal

$
$

10.20
67.30

$
$

10.20
67.30

Other Fees
Recreational Vehicle
Administrative Charge
Special Waste Review Fee (prepayment required)
Misc Debris

per load
per load
per review
per load

$
$
$
$

5.00
29.00
103.00
279.00

$
$
$
$

5.00
30.00
107.00
290.00

Y:\Financial Statements\2026\Month End\2026-09 Utility Financial Stmts, Misc Fees 27h3

62

10/7/2026, 8:41 AM

City of Oconomowoc
2027 Wastewater Rate Forecast-Original
License Fees for Contract Communities
Rate
2026

Rate
2027

V. of Lac LaBelle: #1 Lac LaBelle

$ 168.68

$ 175.43

V. of Lac LaBelle: #2 Mary Lane

$ 168.68

$ 175.43

V. of Lac LaBelle: #3 Blackhawk

$ 181.64

$ 188.91

V. of Lac LaBelle: #4 Okauchee

$ 181.64

$ 188.91

Town of Ixonia #2

$ 168.68

$ 175.43

Village of Oconomowoc Lake

$ 181.64

$ 188.91

Village of Summit - Residential
Village of Summit - Non-Residential

$ 181.64
$ 363.26

$ 188.91
$ 377.79

Silver Lake - Residential
Silver Lake - Non-Residential

$ 181.64
$ 363.26

$ 188.91
$ 377.79

Sanitary District

Note - Fee increases 4.0% annually per contracts.
Note - License fees are revenue for the municipal general fund, not the wastewater utility.

Y:\Financial Statements\2026\Month End\2026-09 Utility Financial Stmts, Lic Fees 27i

63

10/7/2026, 8:48 AM

MEMORANDUM
FINANCE DEPARTMENT
Date: November 3, 2026
To:

Mayor and Common Council

From: John Schuh, Utility Accounting Manager
Steve Hatton, Finance Director
RE:

Consider/act on Approval of the 2027 Utility Budgets for Wastewater, Water, Electric

RELATES TO THE STRATEGIC PLAN
Strategic Goal-N/A
BACKGROUND
The details of the 2027 Utility Budgets were made available on October 21 for your review. The budget
was reviewed at a joint Utility Committee and Committee-of-the-Whole meeting on October 20, 2026,
and recommended for approval. This memo is intended to give you an overview of the budget and
budgeting process.
ADDITIONAL ANALYSIS
Wastewater Budget Overview
Unlike the PSC regulated water & electric utilities, wastewater rates are determined by the City Council
and typically adjusted annually. As part of the annual budget process, a detailed rate study model is
updated for the planned expenses. The study provides guidance on how to structure rates for both our
metered city customers and the outlying adjacent sanitary districts. The model also reflects anticipated
customer growth and changes in volume flow. For city customers, the study recommended an
adjustment only to the fixed monthly charge and not the variable per gallon rate. For an average
residential customer would have a net increase of 3.9% or $1.30/month. Sanitary district rates are
adjusted by their agreements and the rate model results, with increases varying between 0.1% and
2.7%.
Overall operating expenses are projected to increase 2.7% ($146,047). Because the Wastewater Utility
is very capital intensive, depreciation is one of the largest components, representing 29% of total
operating expenses.
The Wastewater capital budget continues to fund sewer main replacements and reinforcements in
conjunction with street repair projects. The capital budget of $1.05M is lower than most prior years. This
is partially due to the utility continuing to work complete studies for a future years’ major treatment plant
facility upgrade and capacity increase.

1

64

The Wastewater Utility is budgeted to produce an operating income of $439,550 and a rate of return of
1.98%. Actual operating expenses have historically been less than budgeted amounts. In addition, the
utility currently has adequate cash reserves as it prepares for future capital projects.
Water Budget Overview
The Water Utility’s current PSC approved rates were implemented in October 2025. The PSC calculated
those rates based on initial cost estimates for the Well #8 project that were below the subsequently
approved construction bids. The 2027 budget does not include additional revenue from another rate
increase. After the full year 2026 financial results and reporting are completed, we anticipate starting a
rate adjustment application with the PSC for an increase that would likely become effective in early 2028.
Operating revenue is projected to increase 5.1% ($319,231) due to the updated volume and customer
growth projections.
Overall operating expenses are projected to increase 4.7% ($208,273). The largest increases are from
operating expenses of the new Well #8 and related iron filtration processes.
The capital project budget includes about $2.3M of new projects. This includes $950,000 for water main
replacements, which is the lowest in 10 years as the utility focuses on investing in infrastructure at a
sustainable level while moderating its reliance on debt financing.
The Water Utility is projected to produce an operating income of $1,944,203 and a rate of return of
5.48%.
Electric Budget Overview
Operating revenue is projected to increase 4.0% ($1,201,423). Most of this is related to the anticipated
change in the cost of purchased power, increasing 5.0% ($1,019,337). WPPI provides our initial
guidance in forecasting future sales and costs of purchased power. Changes in the cost of purchased
power are recovered through monthly adjustments to the Purchase Cost Adjustment Charge (PCAC)
rate, which minimizes the financial impact on our local utility operations.
The budget does not include a PSC base rate increase for 2027. The current electric rates were
implemented in August 2023. Due to the long approval process, next year we may evaluate the timing of
a rate change application, which would likely be subsequent to the next water rate adjustment.
The cost of purchased power from WPPI, as noted above, represents 74% of total operating expenses
for the Electric Utility. Excluding that, other operating expenses are projected to decrease -0.4% ($28,040), due to lower depreciation from project timing adjustments. The largest expense increases are
due to wages & benefits.
The capital project budget includes $1.2M of distribution system upgrade projects. This represents a
continued effort to replace problematic cable, implement distribution voltage improvements, and upgrade
industrial services. The capital budget also includes an underground cable bore rig replacement, the
purchase of transformers and replacement small excavator.
Overall, the Electric Utility is projected to produce $2,034,115 in operating income with a rate of return of
4.67%.

2

65

FINANCIAL IMPACT
Our customers will continue to benefit from competitive utility rates compared to other communities. The
2027 budget aims to balance service reliability, regulatory compliance, and long-term asset sustainability
without imposing unnecessary financial burdens on our customers.
The City’s utilities issue about 156,000 invoices per year using data from almost 20,000 meters and
maintain about 600 miles of infrastructure. As the City grows, the demand placed on these essential
services increases, making it imperative to strategically manage resources and maintain our high
standards of service delivery.
RECOMMENDATION
Recommend approval of proposed 2027 Utility Budgets.
SUGGESTED MOTION
Motion to approve the 2027 Utility Budgets as presented.

3

66

MEMORANDUM
MAYOR
Date: November 3, 2026
To:

Common Council

From: Matt Rosek, Mayor
Re:

Appointments to Council Committees- Community Development Authority Vacancy

RELATES TO THE STRATEGIC PLAN
Strategic Goal – N/A
BACKGROUND
A Community Development Authority Commissioner vacancy was created with the resignation of April
Welch earlier this fall. The unexpired term can be filled by Mayoral appointment with confirmation by the
Common Council. I ask for your support in the appointment of Lou Kowieski to fill the vacant Council
member seat.
SUGGESTED MOTION
Motion to approve the appointment as submitted.

1

67

COMMITTEES / BOARDS / COMMISSIONS
Years
Served

19
2
11

1
10
21
6
4
2

3
1
1
4
5

Architectural Commission - 1st Wednesday each month @ 4:30 PM

2-Yr Terms
4/30/28
4/30/28
4/30/27
Jared Matteson (5/2026)
4/30/28
Anne Krogstad (10/2015)
4/30/27
Board of Review - Meets Annually (Initial Mtg in April)
Hearing Date/Time TBD
5-Yr Terms
Andy Moroni (4/2025)
4/30/30
Leslie Kleba (4/2016)
4/30/28
Jimi Hall (7/2005)
4/30/29
Bonnie Lewis-Tschannen (10/2020)
4/30/28
Burdus Galbraith (6/2022)
4/30/29
Alt. Nicholas Noggle (4/2024)
4/30/29
Bureau of Economic Development & Tourism Commission
Meets as needed - TBD
3-Yr Terms
Laurie Muffler (4/2023)
4/30/29
Chairman: Ald. Zach Frankowski
4/30/27
Kathryn Brisk (5/2025)
4/30/29
Burdus Galbraith (4/2025)
4/30/27
Mark Knight (12/2022)
4/30/27
Skylar Suttner (5/2026)
4/30/29
Sara Ninmann (4/2021)
4/30/27
Jason Puestow (5/2026)
Chairman: Jeremy Flint (4/2007)
Ben Otten (4/2024)

Community Development Authority (CDA) - Meets as Needed

4
2
3
3

8
8

5

7

3
1

3-Yr Terms
Ald. Lou Kowieski
4/30/27
Scott Carter (4/2022)
4/30/28
Joseph Chrnelich (5/2026)
4/30/29
Nicholas Noggle (4/2024)
4/30/27
Trevor Stiles (11/2023)
4/30/29
Daniel Rogers (11/2023)
4/30/27
Ald. Karen Spiegelberg
4/30/27
Elderly Housing Authority (EHA) - Meets as Needed
4-Yr Terms
Chairman: Matt Rosek
4/30/27
Ald. Karen Spiegelberg
4/30/27
Laurie Muffler (5/2026)
4/30/30
Mary Blaska (9/2018)
4/30/29
Dean Frederick (9/2018)
4/30/30
Library Board - 2nd Thursday each Month @6 PM
3-Yr Terms
Lisa Remm (5/2026)
4/30/29
Kerry Hansen (7/2021)
4/30/28
Roland Johnson (5/2026)
4/30/29
Kasey Metz (5/2026)
4/30/29
Benjamin Nankee (5/2019)
4/30/28
Ald. Jennifer Aultman Kloth
4/30/27
Michele Koper (12/2025)
School District Appointee 4/28
John Suttner (5/2026)
Waukesha County Appt 7/1/29
Melissa Wood (7/2023)
Melissa Howe (6/2025)

Waukesha County Appt 7/1/29
Jefferson County Appointee 4/28

Years
Served

Western Lakes Fire District- Fire Board Members

4
9

Scott Carter (10/2022)
Jeff Roemer (2/2017)

4
7

Susan Marshall (12\2022)
Mike Miller (5/2019)

3-Yr Terms
4/30/27
4/30/28

Western Lakes Fire District - Fire Commission Members

4/30/28
4/30/27

Park & Recreation Board - 2nd Monday each month @6:30 PM

19
16

5
21
2

9

2

5
1
7
3

9
13
5
5
3
4

3-Yr Terms
Bruce White (12/2007)
4/30/27
Scott Antonneau (5/2010)
4/30/27
Aaron Kloth (5/2026)
4/30/29
Ald. April Welch
4/30/29
Chad Brown (1/2021)
4/30/29
Jimi Hall (7/2005)
4/30/28
Ald. Rusty McConnell
4/30/27
Julie Nankee (10/2024)
4/30/28
Plan Commission - 1st Wednesday each month @6 PM
3-Yr Terms
Chairman: Matt Rosek
Mayor
Sawyer Kowieski (5/2026)
4/30/29
Dean Frederick (4/2017)
4/30/28
Matthew King (7/2026)
4/30/27
David Byzeck (5/2026)
4/30/29
Carl Wickman (4/2024)
4/30/27
Ald. Kevin Ellis
4/30/27
Police Commission - Meets as Needed @ 5 PM
5-Yr Terms
Danny Day, Jr (2/2021)
4/30/27
Alex Hansen (4/2025)
4/30/30
Chair: Mike Miller (5/2019)
4/30/29
Michael Weix (10/2026)
4/30/31
Louise Sausen (11/2023)
4/30/28
Ald. Jennifer Aultman Kloth
4/30/27
Zoning Board of Appeals - Meets as Needed
3-Yr Terms
Chairman: Ken Brotheridge (10/2017)
4/30/26
Kyle Driscoll (10/2013)
4/30/29
Kevin Murray (5/2026)
4/30/29
Danny Day, Jr. (4/2021)
4/30/27
Carl Wickman (2/2021)
4/30/27
1st Alternate - Ben Otten (4/2023)
4/30/29
2nd Alternate-Burdus Galbraith (4/2022)
4/30/28
Joint Review Board - Meets as Needed
Date / Time TBD
No Terms
City Mayor
Matt Rosek
City Citizen Member
Dean Frederick
Waukesha County Member
Andrew Thelke
WCTC Member
Jane Kittle
OASD Member
Beth Sheridan