City of Oak Creek

Transcription

City of Oak Creek

Common Gouncil
Visit our website at
www.oakcreekwi.orq
for the agenda and
accompanying
common council
reports.
Chambers
OAKCREEK
-
wtscoN9tN
8o4o S. 6rH Street
Oak Creek, Wl 53154
(414) 766-7000
-
COMMON COUNCIL MEETING AGENDA
MONDAY, FEBRUARY 15, 2016
AT 7:00 P.M.
1
Call Meeting to Order / Roll Call
2.
Pledge of Allegiance
3.
Approval of Minutes: 212116
nition
4.
5.
to The Garden District
Neighborhood Association, South Suburban Chamber of Commerce 2015 Pride in Premises Award
Winner (by Committee of the Whole),
Mayoral Proclamation: Mayoral Proclamation, Congratulations
Mayoral Proclamation: Mayoral Proclamation, Congratulations to Black Bear Bottling Group,
South Suburban Chamber of Commerce 2015 Business of the Year Award Winner (by Committee
of the Whole).
Business
MAYOR & COMMON COUNCIL
6
Motion: Consider a motion to concur with the Board of Health recommendation to approve City of
Oak Creek participation in the 2016 Environmental Health Consortium Memorandum of
Understanding and the recommended EHC 3 Fee Structure (by Committee of the Whole).
7
Resolution: Consider Resolution No. 11682-021516, opposing Wisconsin Bill 48750, Repealing
of Personal Property Tax and Eliminating Exempt Computer Aids (by Committee of the Whole).
8.
Resolution: Consider Resolution No. 11681-021516, Amending Resolution No. 11679-020216,
rescinding Resolution No, 11515-072114 and Restating Puþlic Depositories for the City of Oak
Creek (by Committee of the Whole).
I
Motion: Consider a motion to authorize the City Administrator to sign a proposal from ZS LLC in
the amount of $10,700, and to provide for contractor assistance up to $7,500 to perform a building
envelope investigation for the Police Department building located at 301 W. Ryan Road (5'n
District).
10,
Resolution: Consider Resolution No. 11684-021516, Authorizing the Rescission of 2015 General
Property Taxes tor tne eroperty located at 7O7O S. 27th St. fax Key No. 737-9984-001) (2nd
District).
February 15, 2016 Council Meeting
11
Motion: Consider a motion to approve the 2015 Vendor Summary Report in the amount of
$60/9221 and 2016 Vendor Summary Report in the amount of $953,871.24 tor a combined total
of $1,014,663.45 (by Committee of the Whole).
FIRE
12.
Motion: Consider a motion to approve the purchase of a Braun/Ford chassis ambulance
and
related equipment in the amount of $197,584 after trade-in from North Central Ambulance (by
Committee of the Whole).
STREETS
13.
Motion: Consider a motion to approve the purchase of a2013 Cat M318D Wheeled Excavator
from BT Equipment LLC in the amount of $194,150 (by Committee of the Whole).
14.
Motion: Consider a motion to authorize the Streets, Parks and Forestry Director to enter into a
lease to own agreement with 1't Source Bank for $50,453.20 for a Wacker Model WL37 Wheel
Loader to serve the Civic Center and Drexel Town Square (by Committee of the Whole).
15.
Resolution: Consider Resolution No. 11683-021516, a Resolution of Governing Body Extract of
Minutes in conjunction with the Master Lease Agreement for the purchase of a Wacker Model
WL37 Wheel Loader (by Committee of the Whole).
LICENSE COMMITTEE
The License Committee did not meet prior to the Council meeting. Tentative recommendations are as
follows:
16.
Motion: Consider a motion to grant an Operator's license to the following (favorable background
repoft received):
Bennett W. Boinski, 8951 S, 127th St., New Berlin (7-Eleven)
Mark Fleischmann, 703 Pheasant Trail, Racine (7-Eleven)
Joel S. Zedoff, 6541 S. 13th St., Milwaukee (7-Eleven)
Jessica L, Viney, 823 W. Oakwood Rd., Oak Creek (The Cellar)
Jamie L. Pelczynski, 1401 Manitoba Ave., South Milwaukee (Fairfield lnn & Suites)
Jenna R. VandenHeuvel, 2585 N. Cramer St., Milwaukee (Water Street Brewery)
Arielle K. Ball, 1835 Drexel Blvd., South Milwaukee (PDO)
.
o
.
o
.
.
.
Adjournment.
Public Notice
Upon reasonable notice, a good faith effort will be made to accommodate the needs of disabled individuals through sign language interpreters or
other auxiliary aid at no cost to the individual to participate in public meetings. Due to the difficulty in finding interpreters, requests should be made
as far in advance as possible preferably a minimum of 48 hours. For additional information or to request this service, contact the Oak Creek City
Clerk at 766-7000, by fax at rcA-ZSZA, or by writing to the ADA Coordinator at the Oak Creek Health Department, 8040 S. 6th Street, Oak Creek,
Wisconsin 53154.
It is possible that members of and possibly a quorum of members of other governmental bodies of the municipality may be in attendance at the
above-stated meeting to gather information; no action w¡ll be taken by any governmental body at the above-stated meeting other than the
governmental body specifically referred to above in this notice
2
MAYORAL PROCLAMATION
CONGRATULATIONS TO
THE GARDEN DISTRICT NEIGHBORHOOD
ASSOCIATION
SOUTH SUBURBAN CHAMBER OF COMMERCE
2OI5 PRIDE IN PREMISES AWARD WINNER
WHEREAS, the Pride in Premises award is given annually by the South Suburban Chamber of
Commerce to the Chamber member who exemplifies pride in their community through the design,
construction and maintenance of their facilities and landscaping; and
WHEREAS, the South Suburban Chamber of Commerce will be hosting
Wednesday, February 5,2015, to honor the "Pride in Premises" award winner; and
a
banquet on
WHEREAS, The Garden District Neighborhood Association has been chosen by the South
Suburban Chamber of Commerce to receive the "Pride in Premises" award; and
a
WHEREAS, the Garden District Neighborhood Association is
nonprofit volunteer
organization dedicated to serving and improving the quality of life for residents of Milwaukee's 13th
Aldermanic District also known as the Garden District; and
WHEREAS, the primary activities of the Garden District Neighborhood Association include a
community garden project at the site of the old North Shore line along 6th and Howard on
Milwaukee's south side; and
WHEREAS, working with the Airport Gateway Business lmprovement District and the Green
Corridor the Garden District Neighborhood Association deploys resources toward the restoration of
the historic Civilian Conservation Corps fence line, and multiple rainwater harvesting initiatives; and
WHEREAS, the Garden District Neighborhood Association hosts a farmers' market for 18-20
weeks during the summer/fall months and coordinates educational efforts for residents through
garden work days that include composting efforts and gardening workshops. lt also supports efforts
of individual neighborhood associations throughout the district with direct support and coordinated
events; and
WHEREAS, the Garden District Neighborhood Association has beautified the 6th and Howard
Avenue area, and has also influenced other neighborhoods and individuals to take Pride in their
Premises.
NOW, THEREFORE, BE lT RESOLVED that l, Stephen Scaffidi, Mayor of the City of Oak
Creek hereby congratulate the Garden District Neighborhood Association for being selected the
winner of the"2015 Pride in Premises" award.
Stephen Scaffidi
Mayor, City of Oak Creek
ATTEST
Catherine A. Roeske
City Clerk
MAYORAL PROCLAMATION
CONGRATULATIONS TO
BLACK BEAR BOTTLING GROUP
SOUTH SUBURBAN CHAMBER OF COMMERCE
2OI5 BUSINESS OF THE YEAR AWARD WINNER
WHEREAS, the South Suburban Chamber of Commerce conducts an annual search for
the business most deserving of recognition because of their contributions to the south suburban
communities, their organizations, and its youth; and
WHEREAS, the South Suburban Chamber of Commerce will be hosting a banquet on
Wednesday, February 3,2015, to honor the "2015 Business of the Year" award winner; and
WHEREAS, the Black Bear Bottling Group has been chosen by the South Suburban
Chamber of Commerce to receive the "2015 Business of the Year" award; and
WHEREAS, the Black Bear Bottling Group was founded in 1961 by Phil "Papa Bear"
Caruso along with his father, uncle, and two brothers; and
WHEREAS, in 2001, the family-owned and -operated company made a new home in
Oak Creek, where Black Bear continues to produce high quality sodas in an array of classic and
creative flavors; and
WHEREAS, in recent years, the Caruso family purchased a second warehouse across
the street from its original bottling facility, and now has more than 130,000 sq.ft. of space in
Oak Creek; and
WHEREAS, since its move to Oak Creek in 2001 the Black Bear Bottling Group has
seen its salès increase and has grown from 9 employees to over 35 full time and 25 part time
employees; and
WHEREAS, the Black Bear Bottling Group has been a valued member of the Oak Creek
community and has supported the South Suburban Chamber, Kiwanis, Lions Club, Oak Creek
Youth Athletics, Oak Creek Community Center, National Night Out, the Fourth of July parade,
Oak Creek Little League and many others; and
WHEREAS, the Black Bear Bottling Group has supported the continuing education of
Oak Creek's youth through its annual Claire Baie / Black Bear annual scholarship; and
WHEREAS, the Black Bear Bottling Group has created a partnership with the Oak Creek
High School AP Chemistry and Marketing classes to create and market a unique flavor of soda
that is then created and sold by Black Bear.
NOW, THEREFORE, BE lT RESOLVED that l, Stephen Scaffidi, Mayor of the City of
Oak Creek hereby congratulate the Black Bear Bottling Group for being selected the winner of
the "2015 Business of the Year" award.
ATTEST:
Catherine A. Roeske
City Clerk
Stephen Scaffidi
Mayor, City of Oak Creek
City of Oak Creek
Common Council Report
Meeting Date: February 15,2016
ttem
No.: (O
Recommendation: Concur with Board of Health recommendation to approve City of
Oak Creek participation in the 2016 ENVIRONMENTAL HEALTH CONSORTIUM
MEMORADUM OF UNDERSTANDING ANd thE TECOMMENdCd EHC 3 FEE
STRUCTURE.
Background: At its February 2,2016, meeting, the Common Council authorized staff to
work on a cooperative, coordinated arrangement with area communities on a two-step
basis to review: 1) environmental services and 2) health services. Following this
Common Council meeting, at its meeting on February 10,2016, the Board of Health
considered environmental services in cooperation with area communities including the
cities of Cudahy, South Milwaukee and St. Francis.
Since 2002, through an Environmental Health Consortium, these three communities
have been participating in a shared services and staff arrangement to provide for
community environmental services. The communities have indicated an openness and
willingness to accept Oak Creek's membership and inclusion in the agreement through a
Memorandum of Understanding. The Board of Health was provided this MOU, a
PowerPoint presentation regarding the consortium, and various permit, license, fee, and
budget schedule information, all of which are attached to this report. Representatives
from the City of South Milwaukee, including their City Administrator, Health Officer,
Sanitarian, and Board of Health Chair were present at the Board of Health meeting to
provide information and to answer questions. Their Health Officer and Sanitarian will be
in attendance at the Council's meeting to answer any questions and to provide
information that the Common Council might request.
ln reviewing the operations of the City of Oak Creek environmental services and the
consortium;s services, some differences in inspections and fee structure for various
establishments were identified. This comparison can be seen on Attachment A. Upon
further analysis by the departmental staff of the two communities, it is recommended that
a blended fee structure taking elements from both the Oak Creek fee structure and the
consortium fee structure be adopted by all four participating communities. The impact of
this recommendation, as compared to the existing City fee structure, can be found on
Attachment B.
Participation in this consortium would provide for uniformity in inspection costs and
procedures, and allows for additional expertise and back-up staffing through a
cooperative arrangement. As part of the City's participation in the consortium, it is
recommended the City also transfer ownership of two of its vehicles to the consortium to
assist with the inspection process and travel that will be necessary between and
amongst the communities. These vehicles have been provided for health and
environmental services using retired police department vehicles.
The consortium has historically sought and continues to seek 100o/o funding for its
operations through the collection of fees, except for ordinance enforcement activities
which Environmental Health Services is responsible for, such as human health hazards,
health complaints, mold, lead hazard investigation, radon, bed bugs, animal bites/rabies
control, public health nuisances and beach testing. For these services, the consortium
has proposed a budget of $61,670, of which the City of Oak Creek would be required to
make a General Fund contribution of $27,270. The estimated financial effect of
participating in the environmental health consortium on the City of Oak Creek budget is
estimated to be an annual net decrease of $9,500.
Fiscal lmpact: As stated above
Reviewed by:
Respectfully submitted & prepared by
Judith Price
Community Public Health Officer
Gerald R. Peterson, ICMA-CM
City Administrator
Fiscal Reviewed by
Bridget
Finance Director
CMTW
Comptroller
2016 ENVIRONMENTAL HEALTH CONSORTIUM
MEMORANDUM OF UNDERSTANDING
This agreement is entered into by and between the municipal health departments
of Cudahy, Oak Creek, South Milwaukee, and St. Francis, Wisconsin to establish
a consodium for an environmental health program and staff. The Health
Deparlments of Cudahy, Oak Creek, South Milwaukee, and St. Francis hereby
agree to the following:
1.
The South Milwaukee Health Department will act as the lead fiscal agent
throughout the term of this consortium.
2.
The South Milwaukee Health Department will employ the Environmental
Health Consortium (EHC) staff. Staff will be compensated with a
negotiated salary and benefit package in accordance with the salary and
benefit package that is comparable to "Non Represented" and/or Civil
Service South Milwaukee employees. South Milwaukee will be
responsible for any required tax or other withholdings and will provide
worker's compensation coverage and unemployment compensation as
needed. Mileage will be reimbursed in accordance with the current South
Milwaukee policy.
a.
The City of Oak Creek has agreed to contribute two vehicles to the
EHC with the understandíng that maíntenance, fuel, and insurance are
the responsibility of the EHC.
3. The annual 320 Fund Budget is attached. (Needs to be updated)
a
a
Total compensation and combined municipal expenses including all
taxes and related costs to and on behalf of the EHC shall not
exceed the funding amount without the express approval of all
Cou ncils of the participatin g m un icipalities.
The City of South Milwaukee and the EHC will determine the
programs administrative costs annually.
Local municipal contributions to address concerns with human
health hazards, complaints, compliance with municipal health
codes, etc. will be based on a per capita and usage percentage and
may fluctuate based on budget requirements and use of the
program.
1
Municipality
Population
Cudahy
Oak Creek
South Milwaukee
St. Francis
19,341
35,053
21,210
9,547
84,151
Total
4. Payments
Percent of Use
20o/o
30%
45%
5o/o
100%
Municipal
Contribution
$14,000
$27,000
$17,400
$3,000
$61,400
of the above funding will be made as follows:
.
Municipal contributions from the participating consortium members
will be paid to the South Milwaukee Health Department upon
receipt of an invoice for those funds.
Revenues generated from licensing will be directly paid to the eity
of South Milwaukee.
The South Milwaukee Public Health Administrator will provide supervision
and evaluation of the EHC employees.
.
5.
6.
The EHC employees will have a flexible work schedule and will prioritize
work in accordance with the needs of the communities, emergency status,
and health risks to the public.
7.
Job descriptions for the EHC staff positions are ön file at the South
Milwaukee Health Deparlment.
L
The Environmental Health Specialists under this Agreement may serve as
the local health officer designee under Wis. Stats. S 251.06 for any of the
local municipalities that are a party to this Agreement, and may be asked
to provide any appropriate services relating to public health, environmental
health, human health hazards and including, but not limited to, any
services provided by any local health department or board of health
pursuant to Chapter 251 of the Wisconsin Statutes.
9.
Policies and Procedures for the Environmental Health Consortium are on
file at the City of South Milwaukee. These policies and procedures shall
be in effect for all participating communities.
10. No party to this Agreement shall bear any liability or responsibility for
actions taken by the Environmental Health Consortium staff solely on
behalf of the other parties to this Agreement.
11.This Consortium will meet quarterly or as needed to coordinate each
department's activities and to meet the needs of the entire consortium
2
I
12. This Memorandum of Understanding will be reviewed annually and will
require a written ninety (90) day notice of any of the represented parties to
discontinue in the consortium.
:i..'t
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'
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3
Signature Page
OFFICIAL
DATE
STGNATURË
Cudahy Mayor
Cudahy Health Officer
Oak Creek Mayor
.,:Wit"
Oak Creek Health Officer
4W?a1,':a/.qt/êt,
,tþiug4ítø
.#:ltlYlílt9¿
South Milwaukee Mayor
J*+i:.ili
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South Milwaukee Health
Officer
':i'iÉ"i.
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St. Francis Mayor
St. Francis Health Öfflcer
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,
MOU 4 Environmental Health Consortium 2016 wÍth AC
OlDgnUï
4
2/Lo/2OL6
Environmental Health
Consortium(EHC)
Cudahy, St. Francis, and South Milwaukee
Proposed addition of Oak Creek
February 10,20L6
HISTORY
.
.
.
.
,
.
The Environmental Consortium for Cudahy, St. Francis, and South Milwaukee was
established in 2O02-2003, to provide environmental services for the three
communities.
This included beginning a program to become agents for the State Department of
Health Services (DHS) licensed establishments and the Department of Agriculture,
Trade, and Consumer Protection (DATCP) licensed establishments.
This consortium created a Memorandum of Understanding (MOU)for services.
South Milwaukee became the lead fiscal agent for the program.
CURRENT STAFF F OR THE PROGRAM
1 FTE Environmental Health Specialist/ Registered Sanitarian
.L2 FTE Contract Registered Sanitarian
.5 FTE Clerical
L
2/to/20L6
FUNDING OF THE EHC
.
.
.
.
Grants were obta¡ned in the first three years of the program to establish the agent
status for DHS and DATCP.
Local Municipal Tax Levy Contributions were made to the consortium to fund the
ordinance enforcement such as human health hazards, health complaints, mold,
lead hazard investigation, bed bugs, animal bites/ rabies control, public health
nuisances, etc.
Additional grant funding for lead hazard investigations, beach testing in the past,
has gone to support this program,
Revenue from licensing the DHS and DATCP facilities, farmer's markets, DPI
ínspections for schools, temporary events, etc. contributes to the bulk of the
funding of the program.
PROPOSED MOU
.
.
.
.
.
Reference Draft MOU
Primarily the same MOU as the EHC currently signs.
Addition of language regarding Oak Creek
Oak Creek has indicated that it would provide two vehicles for use by the consortium
Municipal Contributions for services other than licensing and inspections, as indicated
are based on a per capita rate and adjusted for current use.
South Milwaukee over the years has been a heavy user of services so pays more
than a straight per capita rate
St. Francis has been a light user of service over the years so pays less per capita
Cudahy has been a moderate user of services so pays a slight higher than per
capita
Oak Creek is unknown the rate shown is a per capita rate.
2
2/Lo/20L6
PROPOSED FEE SCH EDU LE
Reference Fee Schedule Comparison, Permit and License By Type
of Establishment and Community, and Establishment List
Comparison of Revenues based on Different Fees Schedules
a
the recommended fee schedule to adopt by allfour communities. lt is a
combination of current fees.
The First column is strictly revenue that would be generated using the current EHC ( 3
Community ) fee schedule.
The second column is using the Oak Creek fee schedule.
The third column is EHC 2 the h¡ghest fees from the EHC and Oak Creek used for
EHC 3 is
a
a
a
revenue.
The fourth column is a combination and is recommended, labeled EHC 3.
PROPOSED BUDGET FOR THE PROGRAM
.
.
Reference proposed Budget 20t6
Based on EHC 3 revenues and previously discussed municipal contributions
Expenditures
.
Staffing includes:
. l- FTE Environmental Health Specialist Supervisor/ Registered Sanitarian
. 1 FTE Environmental Health Specialist
. .5 FTE Contract Registered Sanitarians
.
.5 Clerical
3
PERMIT & LICENSE LIST
souTH MILWAUKEE, CUDAHY & ST FRANCTS /2014-201s
.
JT]NE 2015
DHS:
South Milwaukee
Cudahy
St Francis
Oak Creek
6
4
6
3
Moderate food
24
26
2t
66
license
Simnle food license
10
7
3
11
Limited food
12
l4
7
4
2
0
0
t2
26
13
Complex food
license
Iicense
I
AddÍtional Kitchen
Special food license
Mobile food license
Pool license
Motel license
0
0
I
5
0
10
0
1
Campground
0
0
0
I
0
0
0
58
63
52
124
Tattoo/Body
0
1
0
Piercine
TOTAL
a
DATCP:
South Milwaukee
Cudahy
St Francis
Oak Creek
55 Category
13
11
4
t6
license
44 Category
license
1
1
t
4
33 Category
0
)
1
5
license
22 Category
license
5
4
3
13
Category
2
I
1
10
2t
t9
11
48
South Milwaukee
Cudahy
St Francis
Oak Creek
18
20
10
0
ll
license
TOTAL
a
NON DATCP OR DHS
Non DATCP or
DHS
*South Milwaukee Schools, N/A retal'l and Animal Fanciers are in the category
.
CLASSBEST
South Milwaukee
Cudahv
St Francis
Oak Creek
2
3
0
0
Class B
Establishment Non
Food
a
FARMER'S MARI(ET
South Milwaukee
Market Permit
Market Exempt
33
t2
Cudahy
St Francis
Oak Creek
0
5
0
a
ROOMING IIOUSE
South Milwaukee
Cudahv
St Francis
Oak Creek
5
8
0
0
South Milwaukee
Cudahy
St tr'rancis
Oak Creek
7
1
4
3
ffitr'rancis
Oak Creek
Rooming House
License
a
TEMPORARY E\rENT
Temporary Event
License
.
GRAND TOTAL OF ALL ESTABLISIIMENTS
South Milwaukee
Cudahv
GRAND TOTAL
156
tt4
P:\Ilealth\Documents\EHC Permit License Lists
^Á
Y82
t75
HEALTH DEPARTMENT
FUND 320
ENVIRONMENTAL HEALTH CONSORTIUM
PRELIMINARY DRAFT BUDGET CUDAHY, OAK CREEK, ST. FRANCIS, SOUTH M¡LWAUKEE
2016 w/OC
2016 w/OC
Using rec. fee schedule
Expenditures:
Salaries
2 RS .5 Cler
12 Month
$156,286
Gontract.S RS
$29,762
Benefits
$64,085
Mileage
/CAR MAIN
Certification
Office Supplies
Conferences/Ed ucation
Operational Costs/Supplies
Administrative Costs
Reimbursements
Total
$r,500
$450
$5oo
$1,000
Revenues:
Oak Creek Municipal Contribution
South Milwaukee Municipal Contribution
Cudahy Municipal Contribution
St. Francis Contribution
Fund Balance Contribution
$27,270
$17,400
$12,000
Total
$67,625
$r,s00
All Licensable Revenues
$7,500
Oak Creek Facilities- Based on Fees
South Milwaukee Facilities -Actual
Cudahy Facilities -Actual
St. Francis Facilities- Actual
Anticipated Unrealized Revenue OC
$5,41e
$267,O02
Total
$3,000
$7,955
$75,563
$42,468
$38,051
$28,068
$11,227
$195,377
Misc Revenue
TOTALS
$267,002
Note: Fund balance as of 12131114 is $47,368
GRAND
Misc. Revenues- Grants RH
$4,000
Total
$4,000
GRAND TOTAL
$267,002
NOTES: This preliminary budget is based on a12 month period.
ln kind Oak Greek has offered 2 vehicles, is there other equipment such as computers for inspections that would also be available for the program?
This is with clerical at.5 FTE this may need to be adjusted based on the program needs.
The Oak Creek Reimbursements to the State in September of 2016, would need to come from Oak Greek, as those revenues were collected by July 2015.
(Approximately DHS $3¿189 and DATCP $1122.501
ll
oc
1
r-\
¿<\r
EHC
.,iT rl
EHC 3
Restaurant
a.
b.
c.
Limited
t
Annual License Fee
5246.00
s1S8.00
2
Pre lnspection Fee
s12o.oo
s161.00
s161.00
3
Re-lnspection Fee
se6.00-s36s.00
se6.00-s36s.00
4
Plan Review
7
Annual License Fee
s37r..00
S3os.oo
s371.oo
2
Pre lnspection Fee
s190.00
s202.00
s202.00
3
Re-lnspection Fee
s134.00
s96.00-s36s.00
se6.oo-536s.00
4
Plan Review
s112.00
Moderate
1 Annual License Fee
2
Pre lnspection Fee
3 Re-lnspection Fee
Plan Review
d
s112.00
S4o9.oo
ss31.00
ss31.00
s204.00
5337.00
s337.oo
s134.00
se6.00-s36s.00
s96.00-s36s.00
s132.00
s182.00
CX
L
Annual License Fee
ssoo.oo
$744.OA
5744.00
2
Pre lnspection Fee
s246.oo
5470.00
s470.00
3
Re-lnspection Fee
S134.oo
se6.00-s36s.00
se6.oo-s36s.oo
4
Plan Review
s240.00
Additional Food Pre Area
1.
Annual License Fee
2 Pre lnspection Fee
3 Re-lnspection Fee
4
f.
577.00
s77.0O
Simple
4
e
s134.00
$r.88.00
Plan Review
s24o.oo
s14s.00
s100.00
s4s.oo
s4s.oo
Sso.oo
$96.00-s36s.00
s96.00-s36s.00
1-0-30 days late:25% annual fee
Sso.oo
10-30 days late:25% annual fee
31-45 dar¡s late: 50% annual fee
31-45 days late: 50% annual fee
Sroo;oo
s80.oo
Late Fee
00
Over45 d
: L00% annual fee
Over 45 d
L00% annual fee
Food Establishments
2
a
Temporary Restaurant
Annual License / lnspection
T
Fee
s170.00
Per Event License
2
b.
Retail Food
/
Per Event License
c.
lnspection
Fee
Fee
Late Fee
$170.oo
s7s.0o
s7s.0o
Annual License
2
5133.00
lnspection
Fee
Tem
1.
/
Sso.oo
/
s70.00
s70.00
lnspection
s3s.00
S3s.oo
s2s.o0
31-45 days late: 50% annualfee
3L-45 days late: 50% annual fee
Over45 days: L00% annual fee
Over 45 days: 1-00% annual fee
oc
3
Bed and Breakfast Establishments
a.
b.
Annual License Fee
s218.00
Pre-inspection Fee
S12o.oo
on
c,
d.
e.
4
EHC 3
EHC
s161.00
$120.00
se6.00-s36s.00
se6.00-s36s.00
Over 45 days: 100% annual fee
s78.oo
Fee
Plan Review
$77.O0
s77.OO
Late Fee
Seo.oo
161.00
Hotels, Motels, Tourist Rooming Houses
a.
b.
c.
¡
v.
e.
f.
05-30 Slee
Rooms
T
Annual License fee
s312.00
s134.oo
s312.00
2
Pre-lnspection Fee
s204.00
s161.00
s2o4.oo
3
Re-inspection Fee
$134.00
s96.oo-s365.00
4
Plan Review
s109.00
$e6.00-$36s.00
s1oe.00
Rooms
3L-99
T
Annual License fee
s404.00
s261.00
404.00
2
Pre-lnspection Fee
s232.oo
52s6.00
$232.00
3
Re-inspection Fee
5s6.oo-$36s.oo
se6.00-536s.00
4
Plan Review
$rg+.oo
$r42.00
100-199 Slee
$142.00
Rooms
L
Annual License fee
s43s.o0
s3s1.oo
.00
2
Pre-lnspection Fee
s261.00
s3s2.oo
s261.00
3
Re-inspection Fee
$i.34.00
se6.00-s36s.00
se6.00-s36s.00
4
Plan Review
sLs4.o0
,)nn
elâ
r r rvr ç Jlçç
Lvv vt
^. .a^.^
s1s4.0o
Daamc
T
Annual License fee
ss00.00
s3s1.oo
Ssoo.oo
2
Pre-lnspection Fee
$28e.oo
s3s2.oo
s289.oo
3
Re-inspection Fee
S134.oo
se6.00-$36s.00
4
Plan Review
S172.oo
se6.00-s36s.00
(17? ôn
Tourist Roomin House
-4 rooms
T
Annual License fee
s218.00
s218.00
2
Pre-lnspection Fee
5204.00
s204.00
3
Re-inspection Fee
$134.00
se6.00-$36s.00
4
Plan Review
577.O0
s77.OO
Room
Houses more than 2 but less than 9 roomers)
t
Annual License fee
s17s.oo
s17s.00
2
Pre-lnspection Fee
$161.00
s161.00
3
Re-inspection Fee
ss6.00-536s.00
se6.00-s36s.00
4
Plan Review
oc
g.
h.
5
EHC 3
EHC
Rooming Houses ( 9 or more roomers)
t
Annual License fee
$3oo.oo
s3oo.oo
2
Pre-lnspection Fee
s161.00
s161.00
3
Re-inspection Fee
$e6.oo-s36s.oo
s96.00-s36s.00
4
Plan Review
L0-30 days late:25% annual fee
Over45 days: 100% annual fee
$rgo.oo
s134.00
s134.00
sse.o0
51s1.00
$196.00
5207.0O
Late Fee
seo.oo
Campgrounds, Recreational and Educational camps
a
b.
c.
d.
e.
f.
g.
Campground
-25
1
Annual License fee
2
Pre-lnspection Fee
3
Re-inspection Fee
4
Plan Review
Cam
s134.00
s96.00-s36s.00
$se.oo
nd (26-50 sites)
T
Annual License fee
s2so.oo
2
Pre-lnspection Fee
s134.00
s134.00
3
Re-inspection Fee
s134.00
s96.00-s36s.00
4
Plan Review
s7s.00
s7s.00
s2s0.0o
Campground (5L-100 sites)
7
Annual License fee
s30s.oo
2
Pre-lnspection Fee
s190.00
sr.eo.00
3
Re-inspection Fee
s134.00
se6.oo-536s.00
4
Plan Review
$gz.oo
Sgz.oo
s24S.oo
s30s.oo
Campground (101-199
t
Annual License fee
S3ss.oo
2
Pre-lnspection Fee
s190.00
s190.00
3
Re-inspection Fee
Sr+s.oo
se6.00-s36s.00
4
Plan Review
s107.00
Sr.o7.oo
s261.oo
s3ss.00
und (200+
Cam
1,
Annual License fee
s410.00
2
Pre-lnspection Fee
s218.00
s218.00
3
Re-inspection Fee
s162.00
se6.oo-s36s.oo
4
Plan Review
s123.00
s123.00
s3r"6.00
s410.00
Recreational/Educational Camps
t
Annual License fee
$s1"1.00
2
Pre-lnspection Fee
s3s9.o0
s3se.00
3
Re-inspection Fee
s162.00
ss6.00-$36s.00
4
Plan Review
s179.00
s179.00
seo.oo
Late Fee
s281".00
ss11.00
oc
6
EHC 3
EHC
Special Event Campgrounds
a.
b.
c.
d.
e.
f.
1-25 sites
t
Annual License fee
s1e6.00
s196.00
2
Pre-lnspection Fee
s134.00
s134.00
3
Re-inspection Fee
5L34.00
596.00-$36s.00
26-50 sites
7
Annual License fee
s232.oo
$232.00
2
Pre-lnspection Fee
s134.00
s134.oo
3
Re-inspection Fee
s134.00
se6.00-s36s.00
5L-L00 sites
t
Annual License fee
SzEz.oo
5237.o0
2
Pre-lnspection Fee
s1e0.00
$r.9o.oo
3
Re-inspection Fee
s134.00
ss6.00-$36s.00
100-L99 sites
t
Annual License fee
s242.OO
5242.O0
2
Pre-lnspection Fee
sL90.o0
s190.00
3
Re-inspection Fee
Sr¿a.oo
se6.oo-s36s.oo
200 or more sites
t
Annual License fee
s248.00
s248.00
2
Pre-lnspection Fee
s218.00
s218.00
3
Re-inspection Fee
s162.00
se6.00-s36s.00
annual fee
late:25%
1-0-30 days
Late Fee
s2s.00
l'\r¡ar
¡18 ¡lar¡c'
vvLr aJ
vqyr.
7
Public Swimming Pool
a.
lndoor/OutdoorSwimmi
1
Annual License fee
Pre-lnspection Fee
2
3
Re-inspection Fee
4
Plan Review
5
8
1fìfìOl^
¡vvlv ¡nnt tal faa
Pools or Whirl
Late Fee
Water Attraction
a. Water Attraction with no slides
l"
Annual License fee
2
Pre-lnspection Fee
Szzg.oo
5222.OO
sleo.00
s190.00
s134.00
se6.oo-s36s.oo
s96.00-s36s.00
Ss8.oo
L0-30 days lale:25% annual fee
5gs.oo
Sgo.oo
s278.00
s3o9.oo
Sgog.oo
s190.00
s190.00
3
Re-inspection Fee
s134.oo
s96.oo-536s.00
4
Plan Review
s109.00
s1oe.o0
oc
b.
c
d.
Water Attraction with u to 2 slides
EHC 3
EHC
basin
1.
Annual License fee
s33o.oo
2
Pre-lnspection
s190.00
s190.00
3
Re-inspection Fee
sr.34.00
s96.00-s36s.00
4
Plan Review
s116.00
s116.00
s194.00
s194.00
5zs.oo
s78.00
5134.00
se6.oo-s36s.00
Fee
s330.00
Additional Slide, in excess of 2 per basin
L
Annual License fee
2
Pre-lnspection
3
Re-inspection Fee
4
Plan Review
Fee
Late Fee
S68.oo
Sos.oo
Sgo.oo
Over 45 davs: LO}% annual fee
9
Tattooing and Body Piercing
Establishment
a. Tattoo or
Pie
I Annual License fee
s30s.00
2
Pre-lnspection Fee
s204.00
3 Re-inspection Fee
s134.oo
4 Plan Review
s97.00
5
b.
Combined
Sgo.oo
Pierci
s30s.oo
s116.00
s207,oo
596.00-S36s.00
5e6.oo-$36s.oo
1O-30 days late:25% annualfee
s97.00
Establishment
L
Annual License fee
s341.00
s322.oo
s341.00
2
Pre-lnspection Fee
s261.00
s116.00
s26L.oo
3
Re-inspection Fee
s134.00
$e6.00-s36s.00
s96.00-s36s.00
4
Plan Review
s119.00
10-30 days laTe:25% annual fee
L0-30 days late:25% annualfee
5
c.
Late Fee
s243.00
Late Fee
Tattoo or
Pierci
Annual License/ lnspection
Tempora
1
Fee
2
Late Fee
d.T
Combined
Sgo.oo
51_19.00
Establishment
sLso.oo
5r.so.oo
S2s.oo
S2s.oo
Pierci
Establishment
Annual License/ lnspection
10
t
Fee
2
Late Fee
s173.00
s173.00
s2s.00
s2s.oo
School Food Service Facilities
a.
Full Kitchen
7
lnspection Fee
s31e.oo
2
Pre-lnspection Fee
S1s2.oo
3
Re-inspection Fee
$134.00
4
Plan Review
S128.oo
oc
b.
c.
11
Food Reheat
1.
lnspection Fee
2
Pre-lnspection Fee
s7s.0o
3
Re-inspection Fee
$L34.00
4
Plan Review
s207.oo
s7s.00
Late Fee
Seo.oo
School DPI License Fees
a
b.
Sim
d.
e
t
lnspection Fee
2
Pre-lnspection
3
Re-inspection Fee
4
Plan Review
s294.oo
s294.oo
5zs.oo
s7s.00
Fee
ss6.00-s36s.00
se6.oo-s36s.oo
Szs.oo
57s.oo
Moderate
7
lnspection
2
Pre-lnspection
3
Re-inspection Fee
4
Plan Review
c.
ss0s.00
Fee
Fee
ss0s.00
s1s0.00
s1s2.00
se6.00-s36s.00
$96.00-s36s.00
s1s2.o0
s128.00
EX
L
lnspection Fee
2
Pre-lnspection
3
Re-inspection Fee
4
Plan Review
s707.00
s707.00
s3oo.00
Fee
Late Fee
5e6.00-536s.00
s96.oo-s36s.00
s300.00
2l-rtÊ
Jr
rJ
2l-ulTJE sstJ
¡{ar¡c l¡ta'(fìol^
J¡
Over
t2
EHC 3
EHC
¡{ar¡c rurL.
lafa. Jvlu
EfìO/^ ann¡rrl
uuyJ
¿15
faa
days: 1"00% annual fee
ann¡,¡lfaa
Retail Food Establishments
a.
b.
c.
Food sales of at least
and
cess
ntial
hazardous food
1
Annual License fee
s6e8.00
S1,o13.oo
51,013.00
2
Pre-lnspection
S261.oo
5447.OA
s44r..00
3
Re-inspection Fee
s14S.00
se6.00-s36s.00
se6.00-s36s.00
4
Plan Review
Fee
Food sales of at least
2
s290.00
but less than
s2eo.oo
000 and
ntial
hazardous food
T
Annual License fee
$374.00
s482.00
5432.00
2
Pre-lnspection
s232.00
s321.00
s321.00
3
Re-inspection Fee
sL48.oo
se6.00-s36s.00
$s6.00-s36s.00
4
Plan Review
s112.00
Fee
Food sales of at least 525,000 and engage in food processi
s112.00
but do no rocess
ntial
hazardous food
t
Annual License fee
s338.00
5482.00
s33S.o0
2
Pre-lnspection
s204.00
s321.00
s204.00
3
Re-inspection Fee
s134.00
596.00-S36s.00
$e6.oo-s36s.oo
4
Plan Review
51o2.oo
Fee
s1o2.oo
oc
d.
e.
f.
EHC 3
EHC
Food sales of less than S 25,000 and are engaged in food
1,
Annual License fee
s297.00
s107.00
s190.00
2
Pre-lnspection Fee
5190.00
s129.00
s134.00
3
Re-inspection Fee
s134.oo
se6.00-s36s.00
se6.oo-s36s.oo
4
Plan Review
Do not e
s8e.oo
Ssg.oo
in food
sst
L
Annual License fee
s268.00
s107.00
s107.00
2
Pre-lnspection Fee
s176.00
s129.00
s129.00
3
Re-inspection Fee
s12o.oo
s96.00-s36s.00
se6.oo-s36s.oo
4
Plan Review
10-30 days late:25Yo annual fee
s81.00
$46.00
S¿o.oo
s46.00
$¿o.oo
Ssr.oo
Late Fee
5so.oo
13 Farmer Market
a. Retail
t
2
b.
Vendor Permit (July L- June
30)
Vendor lnspection
Fee
Restaurant
Vendor Permit (July 1- June
L4
15
16
30)
Soo.oo
Soo.oo
2
Vendor lnspection Fee
S66.oo
566.00
s3s.oo
$gs.oo
s107.00
s107.00
s1s.00
s1s.00
MealService Permit
n Fee
a. Annual I
Special Event Groups Restaurant (Serving 4-12 days a year)
Fee
a. Annual I
Duplicate Permit
a.
t7
1
$ro.oo
Fee
Operating Without a license
a.
Fee
$749.00
same as license fee
same as license fee
Operating Without a Certified Food
18 Manager
a. Fee
19 PropertyMaintenance
a.
lst
b.
2nd Rei
c.
Re
51s0.oo
s100.00
n Fee
$200.00
n Fee
3rd or more Reins
s1so.o0
n Fee
s400.00
ALLr..t rô^t g
OAK CREEK
Facility Street
Type
Address
Facility Name
Billling Type
Oak Creek Estates
Subway
8201 S Howell Restaurant
oc
oc
$207.00
$250.00 $250.00 $250.00
$531.00
$409.00 $531.00 $531 .00
Moderate
oc
$531.00
$409.00 $531.00 $531 .00
$744.00
$500.00 $744.00 $744.00
$531.00
$409.00 $531 .00 $531.00
$309.00
$371.00 $371.00 $371.00
$531.00
$409.00 $531 .00 $531.00
$s31.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531 .00 $531.00
$531.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531 .00 $531.00
$531,00
$409.00 $5s1.00
$309.00
$371.00 $371.00 $371 .00
s531.00
$409.00 $531.00
$531-00
$531.00
$409.00 $531.00
$531.00
$309.00
$371.00 $371.00 $371.00
$531.00
$409.00 $531-00
$531.00
$531.00
$409.00 $531-00
$531.00
$309.00
$371.00 $371.00 $371 -00
$531.00
$409.00 $53r.00
$531.00
s?44.00
$500.00 s744,00
$744.00
$531.00
s409.00 $531.00 $531-00
$531.00
s409.00 $531.00
$531.00
s531.00
$409.00 $531.00
s531.00
s531.00
$409.0c s531.00
$531_00
$409. 00 $53 1 00
$531,00
s531.û0
$409 00 $531.00
$531-00
s531.00
$409.00 s531.00
$531"00
$531.00
$409.00 $53'1.00
$531.00
$531.00
$409.00 $531.00 s531_00
$531.00
$409.00 $531.00 $531.00
<Â"{ nn
s40s.00 s531"00 $531.00
$531
$409.00 $531.00 $531
Ave
Di Carlo Trattoria and
Complex
oc
Pizzelia
Caterpillar
Moderate
oc
Mc Donald's Restaurant
Ave
3871 E
University or Simple
School
Bluestem Dr
Moderate
9471 S 13th St Restaurant
Wendy's #8
9503 S 13th Sr Restaurant
Moderate
oc
Buffalo Wild Wings #219
Moderate
oc
Oak Creek High School
Ave
340 E Puetz
University or Moderate
oc
Deerfield Elementary
School
South Bound
Cousins Submarines, lnc
Meadowview Elementary
SchÕÕl
Oak Creek Community
Center
Mama Angies ltalian Deli
Rd
9504 S
Ch¡caoo Rd
135 W
Rawson Ave
10420 S
McGr¿w Dr
B5Bû S Howell
oc
oc
School
Restaurant
Moderate
oc
Restaurant
Moderate
oc
Un¡versity or Simple
School
Restaurani
Moderate
oc
Moderate
oc
ï3
Carollton Elementary
8965 S
School
Carollton Dr
School
Noodles & Company
8609 S.
Restaurant
Moderate
oc
Branded Steer(The)
Ho,ell Ave
1299 W
Restaurant
Moderate
oc
OC
Cdleoe Ave
2225W
Univers¡ty or Simple
Sycamore Ave School
School
784,l S Howell Restaurant
Ave
Culvers' of Oak Creek
Dish (The)
OC
Complex
oc
Ave Suite 900
Moderate
Oak Creek Assembly of
God
Cozy lnn
Moderate
Restaurant
Moderate
Chicaöo Rd
9650 S 20ih St Restaurant
Moderaie
9509 S
Dennys
Georgie Porg¡e's
Wendy's Restaurant #7
Lotus Restaurant,,
St. Stephens
Conqreqatìon
El FÞgon Taco &
Jim Dandy's
Beer
':
9555 S Hsir{ell Reslaurant
Ave
7940 S Holl,ell Reslaurant
Ave
901 1 S Howell Restauränt
Ave
1441W
Restaurant'
Oakwood Rd
8701 S HcÄ¡iell Restaûrant
Ave
t900 s 27th
oc
Moderate
Panda Gormet
oc
Moderate
oc
Moderate
OC
Moderaîe
Õc
Moderate
oc
Moderate
oc
Moderate
oc
;t
Oak Creek Diner
Jersey Mike's
$531.00
oc
Ave
Cedar H¡¡ls Elementary
EHC 3
Moderate
Ave
Mc Donald's
EHC2
EHC
uafnpgIoun(]
26-50 Sites Campground 2ô(RC2)
50 Sites (RC2)
2301 W
College Ave
otc
City
[,tôdêraté
S J 3ìÌl
Restaurant
Moderate
OC
1o114
Facility Name
Facility Süeet
Type
Address
Billling Type
City
La Quinta #1036
7141 S 13rh Sr Restaurant
Prepackaged
oc
KFCYA&W
Moderate
oc
Melrose
2040 W Ryan Restaurant
Rd
6840 S 27rh St Restaurant
Moderate
oc
Market Place Cafê
3570 E Puetz
Restaurant
Moderate
OC
Rd
812 W
Restaurant
Moderate
oc
Cellar
(ïhe)
Shepard Hills Elementary
School
Edgewood Elementary
School
Danes Second Chance
Oakwood Rd
9701 S
Shepard Hills
Dr
8545 S
Shepard Ave
9430 S 27rh St
Unìversity or Simple
School
OC
Univers¡ty or Simple
School
Restaurant
Prepackaged
oc
Salon
Panera Bread #1563
oc
Restaurant
Moderâte
oc
Restaurant
Prepackaged
oc
Restaurant
Moderate
oc
Ave
Arby's Roast Beef
1920 W Ryan
Woodland Golf Course
3003 E Elm
Rd
Rd
Subway
1
Chicaqo Rd
Bootz Saloon & Grill
Moderate
oc
Taco Bell #22792
Ave
Moderate
oc
Subway Restaurant
2191 E
Restaurant
Moderate
oc
Papa Johns Pizza#24'18
Rawson Ave
Moderate
oc
Restaurant
Moderate
oc
Restaurant
Moderate
oc
Rd
Moderate
oc
Moderate
oc
Moderate
oc
Moderate
oc
Ave
Perkins Family Restaurant 2010 W Ryan
Rd
& Bakerv
2327 W Ryan
Cousins Subs #1 1 50
Qdoba Mexican Grill
Ave
Subway 25889
Ervs Mug
Sonic Drive-ln
2031 W Ryan Restaurant
Rd
Restaurant
130 W Ryan
Rd
Ave
Yen Hwa Chinese
Restaurant
2345 W Ryan
Rd STE A
Restaurant
Moderate
oc
Oak Hills Golf Club
10360 S
Howell Ave
140 E Drexel
Restaurant
Moderate
oc
Restaurant
Moderate
oc
Milwaukee Area Technical 6665 S Howell University or Moderate
oc
Chinese Delight
Ave
Colleoe
East Middle School
Ave
9330 S
Sherpard Ave School
School
oc
West Middel School
8401 S 13th St University or Simple
oc
Comfort Suites
Fairfield lnn & Suites
6460 S
Brians Restaurant
School
Prepackaged
oc
Simple
oc
Moderate
oc
Mike La Susa's
924 E Rawson Restaurant
Ave
8955 S sth St Restaurant
Moderate
oc
Class¡c Lanes
Moderate
oc
Ave
l3th St Restaùrant
EHC2
EHC 3
$188.00
$246.00 s246.00
$531 .00
s409.00 $531_00 $531.00
s53'1.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531.00 $531.00
s30s.00
s371 00 $371.00 $371.00
$309.00
$371.00 $371.00 $371.00
s188.00
$246.00 $246,00 $188.00
$531.00
9409.00 $531.00 s531.00
$531.00
$409.00 $531.00 $531.00
188.00
s246.00 s246.00 $'188.00
$s31.00
$409.00 $531.00 $53'1.00
$531.00
$409.00 $531.00 $531.00
$53'1.00
$409.00 $531.00 $531.00
$531.00
$409.00 ss31.00
$531.00
s409.00 $531.00 s531.00
s531.00
$409.00 $531.00 s531.00
$531.00
s409.00 $531.00 $531.00
$531.00
$409.00 $531.00 $531.00
$53r.00
$409.00 $531.00 s531.00
$531.00
s409.00 ss31.00
ss31.00
s409.00 $531.00 s531.00
$53't.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531.00 s531.00
$531.00
$409.00 ss31.00
$531.00
ss3't.00
s40s.00 ss31.00
s531.00
$309.00
$371.00 $371.00 $371.00
$309.00
$371.00 $371.00 $371.00
$188.00
$246.00 s246.00
s309.00
s371.00 $371.00 s371.00
s531.00
s409.00 $531.00 $531.00
$531.00
$409.00 $531.00 $531.00
s53l.00
s409.00 $531.00 s531.00
$
0670 S
o/c
s188.00
oc
Mode¡ale
EHC
2oî14
ss31.00
$531.00
s188.00
Fac¡lity Name
Facility Street
Type
Address
Billling Type
City
Applebee's
Moderate
oc
Pineapple Café
Moderate
oc
Temporary
oc
Moderate
oc
Jimmy Johns Gormwnt
Sandwiches
Oak Creek Diner
Temporary
Restaurant
Square Way
Ave
Ave
6874 S 13th Sr Restaurânt
Moderate
oc
Golden Chicken
Moderate
oc
Special
Organization
Moderate
oc
Restaurant
Moderate
oc
Restãurant
Complex
oc
Temporary
Restaurant
Restaurant
Temporary
oc
Moderate
oc
Restaurant
Moderate
oc
Restaurant
Moderate
oc
Moderate
oc
Simple
oc
Moderate
oc
Moderate
oc
Simple
oc
Moderate
oc
Temporary
oc
Food Sales No
Processing
oc
Food Sales Over
Million PHF
oc
Food Sales Over
Million PHF
oc
Food Sales 25 Million PHF
Food Sales No
Processing
oc
2031 W Ryan Retail/Small
PHF
Rd
726r S 13th St Retail/Large
PHF
Food Sales Over
Million PHF
oc
9110s
Food Sales No
oc
Ave
Advantage Sales &
Marketinq
Panda Express
171 W Town
Ave
American Legion Post 434 9327 S
Shepard Ave
Marcos Pizza
Water Street Brewery
111 E Forest
Hill Ave
140 W Town
9327 S
Shepard Ave
All in the Family
Restaurant & Bar
Victors
1000 E
Rawson Ave
91 17 S 5th
Dairy Queen 't8645
AramarldMaster Lock
Burger King
Dominos Pizza
Mainstay
Wisconsin Pizza Works
823 W
Oakwood Rd
Ave
135 W Forest Restaurant
Hill Ave
1250W
Restaurant
Rawson Ave
2181 E
Restaurant
Rawson Ave
Restaurant
1001 w
Colleoe Ave
Ave
Kalashian Food Service
Aldi lnc #101
9327 S
Temporary
Shepard Ave Restaurant
6810 S 27th Sr Retail/Not
Engaged in
Food
Processing
Woodmans Food Market
lnc
Target Store No. 1925
8'131 S Howell Retail/Large
Ave
PHF
8989 S Howell Retail/Large
PHF
Ave
Starbucks Coffe Co #8778 8880 S Howell Retail/Small
PHF
Ave
9510 S 27th St Retail/Not
Oasis Mobil
Engaged in
EHC2
EHC 3
$409.00 ss31.00
ss3 t .00
s409.00 s531.00 $531.00
133.00
$170.00
$
1
70.00
s531.00
$
170.00
$531.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531.00 ss31.00
$531.00
$409.00 s531.00
$531.û0
$s31.00
s409.00 $53't.00
$531.00
$107.00
$409.00 $409.00 $409.00
$531.00
$409.00 $531.00
$744.00
$500.00 $744.00 $744.00
s133.00
$170.00 s170.00
s170.00
s531.00
$409.00 $531.00
$531.00
$531.00
$409.00 $531.00
$531.00
$531.00
$409.00 $531.00 $531.00
$531.00
$409.00 s53l.00
$531.00
$309.OO
$371.00 $37't.00
$371.00
$531.00
$409.00 $531.00 $531.00
$531.00
$409.00 $531.00
$531.00
$309.00
$371.00 $371.00
$371.00
$531.00
s40s.00 $531.00 $531.00
s133.00
s170.00 $170.00 $170.00
Moderate
Ave
Tracy Rae's
otc
$531.00
s
Square Wav
Corn Dog Stand
EHC
ss31.00
####nfit
$698.00
ffiM#4
$107.00
tffi
s698.00
#####
#ffi##
Ittttttilfittt
$698.00
tffi
ffiffi
$482.00
$374.00 $482.00
$482.00
s107.00
$268.00 $268.00
$107.00
$482.00
'$374.00 $482.00
$482.00
oc
Food
Processing
Pilot Travel Center #040
South Shore Cinemas
oc
ffiffi
Checker Liquor
Chicago Rd
Retail/Not
Engaged in
Food
Processing
s6S8.OO
tffi
#tttHttt##
Processing
$107.00
3ol14
$268.00
$107
Facility Name
Facility Street
Type
Address
Ryan Road Shell
2170 W Ryan
Rd
Love's Travel Stop #432
Rd
Pick & Save #6348
Retail/Large Food Sales Over
PHF
25 No PHF
9650 S 20th St RetaillSmall
Starbucks Coffee #1021 5 2015 W Ryan
Billling Type
PHF
Retail/Small
PHF
6462 S 27th St Retail/Large
PHF
Food Sales over
M¡IIion PHF
City
oc
Retail/Large Food Sales Over
PHF
25 No PHF
oc
KwtR Trip #422
s535 S 13th St Retail/Large Food Sales Over
oc
8770 S Howell RetaillLarge
Ave
PHF
Food Sales Over
Million PHF
Value C¡nema
6912 S 27th St Reta¡l/Large
Food Sales Over OC
25 No PHF
Dollar Tree #470'1
RetaillSmall
9444 S
PHF
Chicaoo Rd
8581 s Hoûell lRetaiuNot
Ave
oc
RetaìlA/ery
Small Non
PHF
Retail/Nqt
Engaged in
Food
Processinq
Food Sales
Under 25 No
PHF
Food Sales No
Processing
oc
2320 W Ryen
Rd
Retail/Large
Food Sales Over
Million PHF
oc
8880 S Hcx¡¡ell
Ave
9340 S.
Chicaqo Rd
Retail/Small
PHF
Retail/Small
PHF
RetailA/ery
Small Non
PHF
Food Sales
Under 25 No
PHF
Food Sales No
Processing
oc
9449 S Ho$'ell
Ave
Gary's Beer & Liquor
9555
Ave
Menards
6800 s 27th st
Pick N Save #6387
Butcher Block Meat
Market LLC
Oak Creek Relief &
Wellness
Hissho sushi
Food Sales 25 Mìilion PHF
Food Sales No
Processing
Food Sales No
Processing
Walgreens f04887
Papa Murphy's
lEngagecl rn
I Food
I Processing
1900 W Ryan
Rd
PHF
6462 S 27th St Retail/Not
Engaged in
oc
oc
8750 S Howell Reta¡l/Large
PHF
Ave
PDO #355
6300
Dunkin Donuts
2345 W Ryan
Rd STE A
Speedway #4462
8667 S Howell Retail/Small
PHF
Ave
6440 S 13th Sr RetailiNot
Engaged in
Food
Candlewood Suites
s 27th st Retail/Small
PHF
Reta¡liSmall
PHF
8131 S Howell Retail/Small
PHF
Ave
$338.00 s482.00
$338-00
$482.00
s374.00 $482.00
$482.00
$482.00
$374.00 s482.00
$482.00
##ffi#
$698.00
#ffi#
####1tfi1t
$482.00
$338.00 s482.00
$482.00
##È#itr#
$698.00 tit#Íti#*t#
Itttltlt##
###ffi
$698.00
Food Sales
25 No PHF
###ffi ffi#w
$482.00
$338.00 s338.00
$338.00
s482.00
$338.00 s482.00
$482.00
$?22.00
$268.001 s26g.oo
$107.00
$222.O0
$268.00 $268.00
$107.00
$107.00
$268.00 s268.00
$107.00
$222.0A
$268.00 $268.00
$107.00
ITIFffi
$698.00
w#ffi
I###$t#
$482.00
$374.00 s482.00
$482 00
$482.00
$374.00 s482.00
$482.00
$107.00
$297.00 s297.00
$190.00
s222.OO
$268.00 s268.00
$107.00
$482.00
$338.00 $338.00
$338.00
$482.00
$374.00 s482.00
s482 00
s482.00
$374.00 $482.00 $482.00
$482.00
$374.00 $482.00 $482.00
$107.00
$268.00 s268.00
$482.00
$374.00 $482.00 $482.00
oc
over OC
oc
Food Sales No
Processing
oc
oc
oc
oc
Processing
Sushi with Gusto
$482.00
oc
Food
Processing
Dunkin Donuts
EHC 3
Million PHF
Pick N Save f6862
Ryan Road Mobil
EHC 2
oc
150 W
Rawson Ave
Non PHF
o/c
oc
Rawson Phillips 66
PHF
EHC
s't07.00
Facility Name
Yofresh Yogurt Café
Fac¡lity Street
Type
Address
8701 S Howell Reta¡USmall
PHF
Ave
7 Eleven #35841H
1225W
Watson's Vending and
Food Service
PHF
Rawson Ave
1001 S Howell Reta¡UNot
Ave
Engaged in
Food
lnd¡a Food Mart
100 E Drexel
Ave Unit 104
Retail/Small
Processing
Retail/Not
Engaged in
Billling Type
City
Food Sales No
oc
EHC
o/c
EHC 2
EHC 3
$482.00
$374.00 $482.00 $482.00
$482.00
$374.00 $482.00 $482.00
$107.00
$268.00 $268.00 $107.00
$222.00
$268.00 $268.00 $107.00
s107.00
$268.00 $268.00 $107.00
oc
oc
Processing
Food Sales No
oc
Processing
Food
Processinq
Mega Nursery
1901 E
Rawson Ave
Reta¡l/Not
Food Sales No
Engaged in
Processing
oc
Food
Processing
Square Way
Food Sales Over
Million PHF
oc
#283
Reta¡l/Large
PHF
Kwik Trip #290
7880 S 10th St Retail/Large
PHF
Food Sales Over
Million PHF
oc
Hissho Sushi
2320 W Ryan
Food Sales No
Process¡ng
oc
Food Sales No
oc
MEIJER GAS STATION
171 W Town
Rd
Retail/Not
Engaged in
Food
Process¡ng
Sal's
7872 S Howell Retail/Not
Engaged in
Ave
ffi
$698.00 ######tt
##w.##
###ffi
s6s8.00
#####
####
s222.00
$268.00 $268.00 s107.00
s107.00
$268.00 s268.00
$222.00
$297.00 $297.00 $190.00
Processing
Food
Hissho Sushi
171 W Town
Square Way
Processing
RetailA/ery
Small Non
oc
PHF
Food Sales
Under 25 No
PHF
Food Sales Over
Million PHF
Retail/Very
Small Non
Food Sales
Under 25 PHF
oc
Food Sales Over
25 No PHF
oc
Food Sales No
oc
PHF
Piggly Wiggly
Oak Creek Mobil
2201 E
Rawson Ave
1200
w
Rawson Ave
Meüer Gas Station #283
Retail/Large
PHF
8031 S Howell Retail/Large
Ave
PHF
Kohl's Department Stores 9035 S Howell Retail/Not
Engaged in
#109
Ave
$107.00
oc
tffi
s698.O0
#t#### ffi
$107.00
$297.00 $297.00 $190.00
$222.00
$338.00 s338.00
s107.00
$268.00 $268.00 $107.00
$351.00
$439.00 $439.00 s439.00
t84.00
$3r2.00 s312.00 $312.00
$267.00
$404.00 $404.00 $404.00
$351.00
$439.00 $439.00 $439.00
s184.00
s312.00 $312.00 $312.00
$351.00
$439.00 $43S.00
$'184.00
$312.00 $312.00 $312.00
s338.00
Processing
Food
Processing
Lodging 100- Lodging 100-199
(LH3)
1ee (LH3)
Comfort Sutes
6362 S 13th
Street
Oakwood Motel
8810 S 27th St Lodging 5-30 Lodging 5-30
Rooms
Rooms (LH1)
Candlewood Suites
6440 S 13th St Lodging 3199 Rooms
Motel 6
1201 W
oc
oc
(LH1)
ß
Lodging 3'l-99
Rooms (LH2)
oc
(LH2)
oc
College Ave
Lodging 100- Lodging 100-199
(LH3)
19e (LH3)
Tw¡ Lite Motel
10126 S 27th
St
Lodging 5-30 Lodging 5-30
Rooms
Rooms (LHl)
oc
Fa¡rfield lnn & Suites
6460 S 13th Sr Lodging 100- Lodging 100-199
(LH3)
199 (LH3)
oc
Woodlawn Motel
8868 S 27th Sr Lodging 5-30 Lodging 5-30
Rooms
Rooms (LH1)
oc
(LH1)
(LH1)
5of14
s439.00
Facility Name
Facility Street
Type
Address
Red Roof lnn
6360 S
l3th
Billling Type
Sr Lodging 100- Lodging 100-199
199 (LH3)
V¡ctoria Motel
10131 S
Chicago Rd
Lodging 31-99
Rooms (LH2)
Lodging
St
99 Rooms
Value lnn Milwaukee
South
9420 S 20th Sr Lodging 100- Lodg¡ng 100-199
(LH3)
19e (LH3)
oc
Mainstay
1001 w
College Ave
oc
(LH2\
Lodging 31-99
s 27rh st Lodging 5-30 Lodging 5-30
Rooms
(LH1)
$439.00 $439.00 $439.00
$184.00
$312.00 $312.00 $312.00
$267.00
$404.00 $404.00 $404.00
$351.00
$43S.00
$267.00
s404.00 $404.00 $404.00
$184.00
$312.00 $312.00 $312.00
$222.00
$278.00 s278.00
s278.00
ß222.OO
s278.00 s278.00
s278.00
s222.OO
$278.00 $278.00 $278.00
s222.OO
$278.00 $278.00 $278.00
s222,00
$278.00 s278.00
$278.00
s222.OO
s278.00 s278.00
$278.00
s222.O0
$278.00 $278.00 $278.00
$222.00
$278.00 s278.00 $278.00
ß222.OO
s278.00 $278.00 $278.00
s222.OO
$278.00 s278.00 $278.00
s222.OO
$278.00 $278.00 $278.00
$222.00
$278.00 $278.00 $278.00
$222.OO
$278.00 s278.00
s278.00
$222.O0
s278.00 s278.00
$278.00
s222.OA
$278.00 $278.00
$278.00
$222.00
$278.00 $278.00 $278.00
$222.OO
$278.00 $278.00 $278.00
s222.OO
$278.00 $278.00
$222,0A
$278.00 $278.00 $278.00
$439.00 s43S.00
Rooms (LH2)
(LH2)
8060
s351.00
oc
7141 S 13th
Villa Vista Motel
EHC 3
oc
La Quinta lnn & Suites
#r 036
Lodging 31 99 Rooms
EHC 2
oc
)
3l-
o/c
EHC
(LH3)
Lodg¡ng 5-30 Lodging 5-30
Rooms (LH1)
Rooms
(LHI
Gity
oc
Rooms (LH1)
Centennial Park
Pool
500 E
Centennial Dr
Pool
oc
Gables at Oak Creek
Pool
oc
Pool
50 E Field
Stone Cir
64't6 S 13th St Pool
Pool
oc
6417 S r3th Sf Pool
Pool
oc
Springbrook Cercle
8601 W
Pool
Pool
oc
Pool
Pool
oc
Pool
Pool
oc
2325W Btiar Pool
Pool
oc
6362 S r3th Sr Pool
Pool
oc
Pool
Pool
oc
Pool
Pool
oc
Pool
Pool
oc
Pool
Pool
oc
Pool
oc
Comfort Suites
839 W Puetz Pool
Rd
6362 S l3rh Sr Poôl
Pool
oc
Comfort Suites
6363 S 't3th St Pool
Pool
oc
Comfort Suites
6364 S 13rh St Pool
Pool
oc
Spr¡ngbrook Cercle
8600
Springbrook
Blvd
Pool
Pool
oc
Springbrook Cercle
8601
Pool
Pool
oc
Pool
oc
Pool
oc
Pool
OC;
Sprinbrook
Riverwood Arms Estates
LLC
Woodcreek Apartments
Blvd
535 W
Riverwood Dr
8709 S
Woodcreek Dr
Oak Shores Apartments
Lake Way
Comfort Suites
340 E Puetz
Oak Creek Senior High
Rd
School
Country Oaks Apartments 8747 S
Country Dr
Country Oaks Apartments 8748 S
Country Dr
6460 S 13th Sr
Hunters Run
Springbrook
Blvd
Tmber Ridge Apartments 6935 S Timþer Pool
Ridge Ln
Apartment Homes of
Wldwood Preserve LLC
Ianglewood Apartments
Pool
7926 S
Wildwood Dr
9200 S Meyer Pool
$222.O0
.dii1È
$2ffi1
$278-00
$278 00 s278.00
s278-00
s278.00 $278.00
$278.00
w.*'
$278.00 $278.00 $278.
Ln
6of14
Facility Name
Facility Street
Type
Address
Woodcreek Apartments
Billling Type
City
8709 S
Pool
Woodcreek Dr
Pool
tJÇ
Comfort Suites
6362 S 13th St Pooì
Pool
oc
Camelot Trails Condo
7300
s
Pool
Pool
PÔol
PÕoI
Ddaine Dr
1400
Southfield
w
EHC
oic
EHC2
s222.O0
$278.00 s278.00
$278.00
$222,00
$278-C0 s278.00
$278.00
s22200
$278.0û s278.00
$278.00
9222.00
$278.001 s278.00
Ss:-i i.aQ
s.i,lÛ
OC
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I
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Blvd
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311 Ë i)riËii
lii:i in,tal;e:r ¡ccd $*i{Í+
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fvi¿¡:x #1 143
$2/8.00
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s
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$85,887.00
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SOUTH MILWAUKEÊ
Facility Name
Facility Street
Type
Address
Ace Hardlvare
1009 Marouetti Exempt
Advance Auto Parts
RetailiFood
2929 S Chicao Exempt
Retail/Food
RetaillNot
Ard' *Ð9
Aurora Pharmacv #1a14
B.J. Liquor Store
chicaoo Avenue Liouor
Engaged in
Food
3105 S Chicaq Processing
Retail/Food
2414'1Oth Ave Exempt
RetaìliNot
Engaged in
Food
2411 sth Ave Processìnq
Retail/Food
309 N Chicaqo Exempt
ReiaillSi¡alJ
Dåirv Qüeên
13û1 þl Çhi(a{r
Retail/Not
Engaged in
Food
Dollar General Store #647; 1 131 Mârouett, Processinq
Retail/Food
Dollar Tree Store #3686
3107 S Chicao Exempt
Retail/Small
Dunk¡n Donuts
3103 South Ch PHF
Elliav / 76th Station
G&KLiouorMart
JC's Produce
King's Row Liquor
1700 Rawson
1
508 Rawson
I
Retail/Not
Engaged in
Food
Processinq
I
Retail/Not
Engaged in
Food
Processinq
Retall/Not
Engaged in
Food
1232 Milwauke Processinq
Retail/Not
Engaged in
Food
Processing
1202
Billling Type
Food Sales No
Processinq
Food Sales No
Processing
Food Sales No
Processing
C¡ty
EHC
o/c
EHC 2
EHC 3
SM
$107.00
$268.00 s268.00
$107.00
SM
s107 00
$268.00 s268.00
$107.00
SM
|tlffi
$268.00 $268.00 $107.00
Food Sales No
SM
$107.00
$268.00 s268.00
$107.00
Processing
Food Sales No
Processino
F¡¡d Sales 25-
SM
$2220A
$268.00 s268.00
$107.00
SM
$107.00
$268.00 $268.00 $107.00
[4illior
s$.,1
S.*ñ:l.rlLt
$37,{.00
SM
s222.OO
$268.00 $268.00
SM
s222.00
$268.00 $268.00 $107.00
SM
$482.00
$374.00 $482.00 $482.00
Processinq
SM
$107.00
s268.00 $268.00 $107.00
Food Sales No
Processinq
SM
$107.00
$268.00 $268.00 $107.00
SM
$107.00
$268.00 s268.00
SM
$1 07
$268.00 $268.00 $107.00
Processinq
Food Sales No
Pl-ìFr-
$482
tû
$-{¿12
{-10
Food Sales No
Processinq
Food Sales No
Processinq
Food Sales 25Million PHF
$
107.00
Food Sales No
Food Sales No
Processinq
$
107.00
Food Sales No
Processing
Facility Name
Facility Street
Type
Address
Billling Type
City
o/c
EHC
EHC 2
EHC 3
Retail/Not
Engaged in
Marouette Liquor
Food
1123 Marquetl Processinq
MKE Citv Sippers
RetailA/ery
911 M¡lwaukee Small PHF
P¡ck 'n Save #6877
2931 S Ch¡caq PHF
Pink Bunnv Games
Retail/Food
1204 Minnesot Exempt
Retail/Large
Food Sales No
Processinq
Food Sales
Under 25 PHF
SM
$107.00
$268.00 $268.00 s toT_00
SM
$107.00
$2S7.00
Food Sales Over
Million PHF
SM
Food Sales No
Processinq
SM
s297.00
s190.00
#######
$698.00 ###### ######
$107.00
$268.00 $268.00 $107.00
SM
$107.00
$268.00 s268.00
SM
$482.00
$374.00 $482.00 $482.00
SM
$482.00
$374.00 $482.00 $482.00
SM
$222.00
$268.00 s268.00
SM
##ffi##
SM
$214.00
$268.00 $268.00 $107.00
SM
$482.00
$338.00 $482.00 s482.00
Food Sales No
Processinq
SM
$107.00
s268.00 $268.00 $107.00
Operator
SM
$0.00
$0.00
$0.00
Operator
Operator
SM
SM
$0.00
$35.00
$0.00
$0.00
$0.00
$0.00
$35.00
s3s.00
RetâiUNot
Engaged in
Rasleen Food Mart
Food
3403 S Chicao Processinq
Retail/Small
Speedwav #2080
Soeedwav #4'127
2301 10th Ave PHF
Retail/Small
3102 S Ch¡cao PHF
Retail/Not
Engaged in
Waloreens #03732
Food
2985 S Chicao Processinq
Wal-Mart #5667
222N Chicaoo PHF
Wild Flour Bakerv
Retail/Food
1205 Milwauke Exempt
Retail/Small
You PumÞ
1715 1Oth Aver PHF
Retail/Large
Food Sales No
Processinq
$107.00
Food Sales No
Processinq
Food Sales Over
Million PHF
Food Sales No
Processino
$698.00
$107.00
##### ######
Retail/Not
Engaged in
Food
822 Milwaukee Processinq
Taven
Presoâ Soort Café. LLC
1213 N Chicaq Exempt
Taven
213 N Chicaqo Exemot
Soorts Café. LLC
Grobschmidt Senior Cente 2424 15lh Ave MSP
M & D Eastside
$0.00
Mob¡le
Real Doqos
American Leqion Post 27
Bottoms Up South
800 Milwaukee Service
920 Monroe A\ Restaurant
500 Madison A Restaurant
Preoackaqed
Prepackaqed
Prepackaqed
SM
SM
SM
$188.00
$188.00
$188.00
$246.00 s246.00 $188.00
s246.00 $246.00 s't88.00
$246.00 $246.00 s't88.00
Jack's of all Trades
2616 Sth Ave
929 Madison A
912 Milwaukee
1815 1oth Ave
Restaurant
Restaurant
Restaurant
Restaurant
1400 Missouri Restaurant
1200 Madison, Restâurant
Prepackaqed
Prepackaged
Prepackaged
Preoackaoed
PreDackaoed
Prepackaged
SM
SM
SM
SM
SM
SM
s188.00
s't88.00
$188.00
$188.00
s188.00
s188.00
s246.00
s246.00
$246.00
$246.00
$246.00
$246.00
$246.00
$246.00
$246.00
$246.00
$246.00
$246.00
Preoackaoed
SM
SM
SM
SM
SM
SM
SM
SM
SM
SM
SM
SM
SM
$188.00
$309.00
$309.00
$309.00
$309.00
s309.00
$309.00
$309.00
$309.00
$309.00
$309.00
$309.00
$531.00
$531.00
s531.ù0
$531.00
$531.00
$531.00
$246.00
$371.00
$371.00
s371.00
s371.00
s371.00
s371.00
$246.00 $'t88.00
$37r.00 $371.00
s371.00 s37't.00
s371.00 $371.0Õ
s371.00 $371.00
$371.00 s371.00
$371.00 s371.00
$371.00 $371.00
$371.00 $371.00
$371.00 $371.00
$371.00 $371.00
s371.OO s37't.00
s531.00 $531.00
$531.00 $531.00
s531.0û $531"0û
$531.00 $531.00
$531.00 $531.00
$531.00 $531.00
Kasoer's
Moran's Pub
Power's on 10th
Snarlev's
South Milwaukee Arcarde
1009 Milwauke
W¡ld Card
1600 Monroe
Bio Chill. The
Buck & Chervl's Bar & Grill 1435 Rawson I
1û0 Ë: þlawthôr
Ferch's Beachside, L.LC
1709 Rawson I
Golden Lion
1401 Rawson I
Gracies on 14th
2703 S Chicaor
H¡ckory lnn
Little Caesars #318
3109 S Chicao,
Salvâtores
1919 12th Ave
Subwav
222 N Chicaqo
1131 Marquettr
Subwav No. 29782
2971 S Chicaq,
Toooers Pizza
102'l M¡lwauke
Barbiere's ltal¡an lnn
1902 17th Ave
Brew Town
24û N ChicäçÖ
Burqer Kinq
Charfie's Caterinq & Co
1015 Michiqan
2965 S Chicaq,
Cousin's Subs
1215 N Ch¡cas
Deranoo's Pizzeria
¡
Restaurant
Restaurant
Restaurant
Reslaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Reslaurant
T.ffi
Simple
Simple
Simple
Simple
Simple
Simple
Simple
Simole
ìimDle
Simple
Simple
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
SM
SM
SM
SM
SM
I
$37r.00
s371.00
$371,00
$371.00
$371.00
$409.00
s409.00
$409.00
$409.00
$409.00
$409.00
$'t88.00
$188.00
$188.00
$188.00
$188.00
$188.00
Facility Street
Type
Address
Facility Name
1645 Rawson I Reslaurant
800 Milwaukee Restaurant
242 Hawthome Reslaurant
211 N Chicaqo Restaurant
101 N Chicaso Reslaurant
2715 S Chicaq, Restaurant
McDonald's Restaurant
Paisano's ltalian Restaurar 1 13 N Chicaqo Restaurant
1804 15th Ave Rêslaurant
Pat's Oak Manor
124 N Chicaqo Restaurant
Pizza Hut
2901 S Chicaq, Restaurant
San Fonq
2301 12th Ave Reslaurant
Slìck Willv's Bar & Grill
922 Milwaukee Restaurant
Sp¡rits
2418 1oth Aver Restaurant
Sunrise Restaurant, Inc112 N Chicaqo Restaurant
Taco Bell #30418
-:.f.p
l:lü1 ll1:ì!,r¿i.!íe lìesliiu iiìrÌl
Êrì3?1-ì l¡Kh.
Azteca Mexican & America 901 Milwaukee
1224 M¡lwauke Restaurant
China Chef
Gravce Foods
2800 gth Avenr Restaurant
Herilaoe Café
1100 Milwauke Restaurant
Kniohts of Columbus
732 BadaerAv Reslaurant
Blakewood Elementarv
3501 Blakeri/oc DPI School
Divine Mercv Colleoe Ave 695 Colle{e Av DPI Sçhool
718 Ha'.rlh{)me DPI Schoo{
E. W. Luther
711 MariÕn Av{ DPI School
Lakeview Elementarv
Emerald C¡tv Cater¡no
Muskie's Gourmet House
Grant Park Golf Course
Griddlers Cafe
Kentucky Fried Chicken
So Milwaukee Hiqh School
So M¡lwaukee Middle Scho
Z¡on Evanõelical Lutheran
Grobschmidt Pool
So Milwaukee Middlê Scho
Souih Towne Villaqe Aots,
South Toìrne V¡llaqe Apts.
W¡l-O-Wav Grant Park
P
$222.00
$207.00
$207.00
s278.00
$278.00
s278.00
$278.00
$278.00
$531.00
s531.00
s278.00
s278.00
$278.00
$278.00
$278.00
s744.00
$531.00
s531 00
$278.00
$278.00
$278.00
$278.00
$278.00
$170.00
EHC
s531_00
Sl'"1
$744.00
$744.00
$744.00
Moderate
SM
SM
SM
SM
SM
SM
SM
SM
SM
$744.00
$531.00
$531.00
s222.A0
Comptex
ComÞlex
compléx
Complel
Moderate
Mode¡ate
Mocierâte
sflt
-f
íjÐrecheds ReslailIãrl &
Ilcxieräls
SM
s744,OA
s744.00
s531.00
9531.00
s531,00
$531.00
3
$531^00
$531.00
$531.00
$53'1,00 $531.00
s53'1.00 $531.00
$531 00 $531.00
$53'f .00 $531.00
$409 00 $531.00 $531.00
$409.00 $531,00 $531.00
$409.00 $531.00 $53'1.00
$409.00 $531.00 $531.00
$409.00 $531.00 $531-00
$409.00 $531,00 $531.00
$.iil1.tì0 $5ri1 ì3
s500.00 $744.00 $744.00
$s00.00 s744.00 s744.00
s500.00 $744,00 $744.00
$50û.t0 s744,00 s744.00
44.00 $744.00
$207.00 s531.00 $531.00
$207.00 $531.00 $531.00
$207.00 $531.00 $531.00
$207.00 $531.00 $531.00
Pool
Pool
SM
SM
SM
SM
SM
SM
Temporary
SM
$133.00
$'170.00 $'170.00
Temporarv
SM
$133.00
$170.00 $170.00 $170.00
Temporary
SM
$133.00
$170.00 $170.00 $170,00
Temporary
SM
$67.00
Temoorarv
SM
Temporarv
'I
)ool
Temporary
8th and Milwtu Restaurant
Cous¡ns Subs
Temporary
Evenino on the Reslaurant
Deranqo's Pizzeria
Temporary
Evenino on the Restaurant
Emerald C¡ty Catering
Temporary
Divine MercV Retail
Lake Ënterprises
Temporary
16th & Rawson Restaurant
Noveltvs & More Food
Temporary
Rockv Rococo Pizza & Pa: 1sth & Rawson Restaurant
$319 00 $744.00
$531.00
$531.00
$531.00
SM
SM
Moderate
Moderate
:
$531.00
St!4
ComÞlex
Pool
$531.00
s531.00
$531.00
$s31.00
$531.00
$531,00
$531.00
$531,00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
LPI Schrol
DFI School
Pool
s409 00
s409.00
$409.00
$409.00
$409.00
$409.00
$409.00
$409.00
SM
SM
SM
SM
SM
SM
SM
SM
SM
SM
SM
DPI School
555 Soüth TÒw
tHc
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
1001 15th Ave
3600 S Ohicao,
2500 16th Ave
1001 15th Ave
333 South Tow
207 Lake DÍ
EHC 2
City
8ûj 1sth Ave
Pôol
Pool
Pool::,
olc
BilllSng Type
$222.AA
s222.AA
$222.AA
$70.00
$70.00
s133.00
$170.00 $170.00
$170.00
SM
$133.00
$170.00 $170.00 $170-00
er¡prrâr'T
q [,ll
913ã.0û
g17Cr
Temporarv
SM
$70.00
åmpr:lråry
ßrant. Sheridar Restau.årî
ûû
51 70 ûû
s17iÌ
üt
Temporary
Susies Sweet ShoD
16th & Rawson Retail
$67.00
W
SOUTH MILWAUK:ETOTAIS
s70.00
s3,t -305_00
$70_00
tffi
$70.00
#W
CUDAHY
Facility Name
Auto Zone #1957
Facility Street
Type
Address
Retail/Food
5656 S Packar ExemDt
Rêtai,lvery
Charlie's [J¡scount l ôbåüc( 614:l S Påckâr Small Pl{F
()!)uu ù r¡1uÁd¡
¡-dr !rç
Êtdti
Retail/Not
Engaged in
Food
Cudahv's Suoermarket
CVS Pharmacy #8772
Billling Type
otc
EHC 2
ECH 3
City
EHC
CUD
$107.00
$268.00 $268.00 $107.00
CUi)
$107.00
$2ô8.0r
s268.Õ0
s 1û7.û0
CUD
$222.O0
s268.00 s268.00
$107.00
CUD
9222.O0
$268.00 $268.00 s107.00
Food Sales No
Processino
Food Sales
Under 25 PþlF
Food Sales No
4766 S Packar Process¡nq
Retail/Not
Engaged in
Processinq
Food
5740 S Packar Processinq
Z+UU E VUIIEqt
Food Sales No
Processinq
^9tdI/Ldtgç
9oÍ74
Facility Street
Facil¡ty Name
Address
Billling Type
Type
o/c
EHC 2
EHC 3
City
EHC
CUD
$222,00
$268.00 s268.00
CUD
$107.00
$268.00 $268.00 $107.00
CUD
$482.00
$338.00 $482.00 $338.00
CUD
$107.00
$268.00 $268.00 $107.00
CUD
$444.00
s268.00 $444.00 s107.00
Processin{¡
Food Sales No
CUD
$222.ûû
s268.00 s2õ8.00 $107.00
Processinq
CUD
$107.00
$268.00 $268.00 $107.00
CUD
$107.00
s268.00 $268.00 s107.00
CUD
$107.00
$268.00 $268.00 $107.00
Retail/Not
Engaged in
Family Dollar #3307
Food
RetaiUNot
Engaged
$107.00
Food Sales No
62725 Packal Processino
Retail/Small
Granoe Food Mart
2916 E Granoe PHF
Jo Ann Fabrics #862
Reta¡l/Food
5656 S Packar Exemot
nÞtdrvLdr
Processinq
¡n
Food
Gradv's Citoo
Food Sales No
gE
Processino
Food Sales No
Processinq
Retail/Not
Engaged ¡n
Food
Retaii/Not
K-Mart #4395
Hngâged ¡n
Food
2415 E Layton Processino
Låvton ¡Iart
Retail/Food
5900 S Lake D Exempt
Retail/Not
Engaged in
Lori's Gifts #321
Merchandise Outlet
Food
Food Sales No
Processinq
Food Sales No
Food Sales No
Processinq
Retail/Not
Engaged in
Food
Mobil
6275 S Packar Processino
Pick & Save #6873
5851 S Packar PHF
RetaiUFood
4800 S Lake D Exempt
Retail/Large
Sheridan Snack Shoo
Soeedwav #201
I
Retail/Small
4944 S Packar PHF
Retail/Small
Soeedwav #4128
6265 S Pennsl PHF
Food Sales No
Processinq
Food Sales Over
CI.JD
Million PHF
Food Sales No
CUD
Processing
CUD
CUD
W
s698.00 t+ttt#ft#fi
##ffi
$107.00
s268.00 $268.00 $107.00
$482.00
$374.00 $482.00 $482.00
$482.00
$374.00 $482.00 $482.00
CUD
s107.00
s268.00 $268.00 $'t07.00
CUD
$107.00
s268.00 $268.00 $107.00
PHF
Food Sales 25M¡I|ion PHF
Food Sales No
CUD
$107.00
$297.00 $297.00 s190.00
CUD
$482.00
$338.00 s482.00
$338.00
Processinq
Food Sales
Processing
Food Sales
Processino
Food Sales
Processinq
Food Sales
Processinq
Food Sales
Processinq
CUD
s222.OO
s268.00 s268.00
$107.00
CUD
s107.00
$268.00 s268.00
s107.00
CUD
$107.00
$268.00 $268.00 $107.00
CUD
$107.00
$268.00 $268.00 $107.00
CUD
$107.00
$268.00 s268.00
s107.00
CtJD
$107.00
s268.00 s268.00
$'t07.00
ODerator
CUD
$0.00
$0.00
$0.00
$0.00
Operator
CUÐ
$0.00
$0.00
$0.00
$0.00
operator
CUD
s0_00
so.00
s0.00
$0.00
Retail/Not
Engaged in
Sunrise Citoo
Food
4570 S Kinnick Processinq
Suoer Video ll
Retail/Food
5049 S Penns! Exempt
Sweet Treats
RetailA,/ery
Small Non
3775 E Cudahr PHF
Retail/Small
3201 E Lavton PHF
Retail/Food
Waloreens #09839
6241 S Packar, Exempt
Retail/Food
Club Baodad
3776 E Lavton Exempt
Retail/Food
Cudahv Soortsmen's Club 5350 S Sherid¿ Exempt
Retail/Food
3557 E Souire Exemot
KCD'S
Retail/Food
4883 S Packan Exempt
Reoqie & Gerrv's
Retail/Food
Time Outt
4871 S Packa¡ Exempt
Tavern
Brothers Soorts Bar
5142 S Packa¡ Exempt
Tavern
Gasthaus
Tavem
3770 S Penns! Exempt
Walqreens #09066
Food Sales No
Processing
Food Sales No
Processino
Food Sales
Under 25 Non
No
No
No
No
No
10 of 14
Facility Streot
Type
Address
Facility Name
o/c
Billling Type
City
EHC
Exempt
MSP
Operator
Operator
CUD
CUD
$0.00
s35 00
R€stâ'Jr'aìrìl
lr.eDagli¿Ìcêli
Prepackaged
Prepacl(aqed
Prepackaqed
iï_ltl
{
CUD
CUD
CUD
CUD
$188.00
$188.00
$188.00
$188.00
$188.00
$188.00
$188.00
s0.00
s24i; û{)
s246.00
s246.00
s246.00
s246.00
s246.00
s246.00
s246.00
:tå.t(l
52t¿.ù*
EHC 2
EHC 3
Tavem
3665 E Granoe
6100 S Lake D
53;r,i $ Pñcl,.arr
3460 E Layton
5928 S Packar
3620 E Carpen
5244 S Packar
4767 S Packar
5260 S Packar
5406 S Packar
Hall
Kellv Senior Center
B ¿, B Carner PiJb
Club 300
Countrv Club
Cudahv Bowlinq Center
Flash Backs
Gerry's ln
Hammer Down
JC's Blue Collar Pub
lr,1i;rslì¿lì's 3ä¡
Orson's Saloon
Saltv Doo. The
South Shore lnn
ò,r!1 KIC¡. l':;t
5$j32
î l3ä.lial
Restaurant
Reslaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Resi¡ri:
r'lrl
3558 E Barna¡ Restaurant
3479 E Plankin Restaurant
5483 S Lake D Restaurant
C¡ty Lounae
Layton Gvros
The Metal Grill
Rollaero
-S,..¡bv¡av
ì i I ) t r L¡:r¡,\i!
ßrriaï
3455 E Lavton
3534 E Lavton
5036 S Packar
5200 S Penns\
581i-1 $ Paclinr
5400 S Lake Ð
5921 S Packar
5965 S Pãckar
5132 S Packar
b
Restaurant
Restaurant
Restaurant
Restaurant
Warnimont Pk Golf Rest
Andrea's
Arbv's Roast Beef
Bosses Sports Bar & Grill
Castillo's Restaurant. lnc
4*{;ii S fack¿r
Cudahy nirr(iër -:Õir{
Cudehy's Pan{ar€ ì"iouse 4?í11ì û Påckã¡r
5018 S Fackar
Filis Coffee, LLC
Jack Norman Cateríno
Klasiana Pizza
Lâ-La's Place
Lakeside Pub & Grill
Liqht Palace Pub & Grill
The Lodqe
McDonalds
Papa Luigi's Pizza
i:un si 85.f 0
Simple
)UD
CUD
CIJD
simÞle
Simnle
Simple
CUD
$309.00
$309.00
$309.00
$309.00
\-L'IJ
"i'1í1û nn
{êstaurant
Restauiant
Restaurant
Sinìple
Modèrâte
Moderate
cun
Restaurant
Restaurant
Moderaie
CUD
CUD
5309.00
s531 00
s531,00
ss31.00
s531.00
iesii¡',¡:';ì:lì
ìlesiiri;: {ìîl
Restaurant
Rêsteurant
Reståurant
Restaurant
Restaurant
Restaurant
Restaurant
ir'l
Restau:'aï1
tvloOeratè(iJ
r:r
CUD
CUD
ist
rì?ial
[iíCer¿iû
$'188,00
5 18i;.
$246_00
$246_00
(l
tr
$188.00
$188.00
$188.00
$188.00
$188.00
$188.00
5
ì*å,n3
s246.00 $246.00 $1 88,00
s246.00 $246.00 $188.00
s246.00 $246.00 $188.00
*:4ii.ÛÙ 5246,1rü ¡ t¿iir uJ
5371.00 $371.00 $371.00
s371.00 $371.00 $371 .00
$371.00 s371 00 s37 1.00
$371.00 s371.00 $371,00
s37r ü{i
i3¡ 1 .lìC
s371.0t 6371.00 s371.00
s409 00 s531.00 $531.00
s409.00 5531.00 $531.00
s409.00 $531.00 $531.00
s409.00 $531.00 $531.00
1.,]i
11.3 f .iJ¡
liù.ri ¡ UU
):ft_,:l uu 1¡3't.'1ü
¡53i ût
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
s409.00
$409.00
$500.00
s500.00
s500.00
$531 -00
Moderale
CUD
Moderate
Moderate
Moderate
Moderate
Moderate
Complex
Complex
Complex
CUD
CUD
CUD
CUD
CUD
CUD
CUD
Complex
CUD
$744.00
s500.00 $744.00 $744.00
Modêrate
CUD
$531.00
s409.00 $531.00 $531.00
Moderate
CUD
$531.00
$409.00 $531.00 s531 .00
Mode¡ate
Univers¡ty or
Moderate
5252 S Kirkwor School
CUD
$531.00
$409.00 $531.00 $531,00
CUD
s531.00
s409 00 s531.00
Moderale
CUD
s531.00
s409 00 $531.00 $531,00
Moderate
Pool
Pool
CUD
CUD
CUD
CUD
CUD
CUD
CUD
CUD
CUD
CUD
CUD
s531.00
s222.00
$222.00
$222.00
$222.00
$222.00
s409.00
$278.00
$278.00
$278.00
$278.00
s278.00
s278.00
$278.00
$278.00
$278.00
$278.00
S Lake D
S Packa¡
E Layton
S,Packar
3475 E Låvion
3900 E Pulast(¡
3431 E Plank¡n
5133S Lake D
5601 S Penns\
5900 S Lake D
Skvline Caterino. lnc.
Garden Room
4840
Joe's "K" Ranch
Tsino Tao Ch¡nese Restau 5765
Cudahv Hiqh School
4950
Cudahy Middle School
5530
Gen Mitchell Elementary
5950
J E Jones School
5845
Kosciuszko Elem School
$'t88.00
It*¡re¡¡1¿O*3
$246.00
$246.00
$246.00
$246.00
$246.00
$531.00
$531.00
$531.00
$531.00
s531 00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$744.00
$744.00
s744.00
4671
5Ê80
3800
6163
Samano's
Prepackaged
CUD
CUD
CUD
S
$0.00
s35.00
CUD
E
Sherídan's
CUD
CUD
CUD
s0.00
$35,00
Moderate
¡loderate
Moderate
Modérate
Moderate
Moderate
Moderate
Moderate
6201 S Pãckar
29'14 E Gmnû€
Pulask¡ lnn
aåiil
'repackaqed
Prepackaged
Preþackaqed
PreÞackaged
i'rgiragl"r.ace tl
1UÊ :lar
$0.00
RÈstaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
S Wh¡tna Restaurant
S Packar Restâurant
University or
S Lake D School
UniversÍty or
S Barlant Schoo¡
University or
S lllinois. School
University or
S Swift A School
CUD
CUD
CUD
CUD
CUD
CUD
CUD
CUD
$531.00
$531.00
s531.00
s531.00
$531,00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
$744 00
$744.00
$744.00
00
$531 -00
$531 _00
$531,0û
$531.00
$531.00
$s31.00
$531.00
$531.00
$531.00
$53'1 .00
$531 .00
$531.00
$744.00
$744.00
$744.00
s53'1-00
University or
Lincoln School
4416 S Packar School
University or
Parkview Elementary
Buckhorn Station Apartmer
Cudahv Commons Apts
Cudahv Hiqh Schooì
Cudahv Middle School
Lake Shore Towers
Pulaski Park
Sher¡dan
Sheridan
V¡llaqe Homes at Walnut
Villaqe Homes at Walnut
R
R
5555 S
4560 S
277O E
4950 S
5530 S
6260 S
5400 S
4800 S
Nichols School
Nichlos Pool
Edoerfu Pool
Lâke D Pool
Barlan( Pool
Lake D Pool
Swift A Pool
Lake D Pool
4800 S Lake D Wade
6255 Welnut L Wh¡rloool
6255 Wâlnut L Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
s222.OO
s222.OO
s222.00
$222.00
$222.00
77 of
!4
$531.00
$278.00
$278.00
$278.00
s278.00
$278.00
s278.00
s278.00
$278.00
$278.00
$278.00
$531.00
$278.00
$278.00
$278.00
$278.00
s278.00
$278.00
$278.00
$278.00
$278.00
s278.00
Facility Street
Type
Address
Facility Name
o/c
EHC2
EHC
City
EHC
Tâttoo
CUD
CUD
s184.00
s322.00
$312.00 s312.00
s341.00 s341.00
TemDorarv
tun
s133 ùô
9170.t0 $170.00 $170.00
e,nÞorarv
b IóJ.UU
$170.00 $1r0.00 $1r0.0û
$67.00
$70.00
s70.0û
{7rì nfi
s70
s70.0û
s70.û0
Billl¡ng Type
3
Lodging 5-30 Lodging 5-30
Rooms
Rooms (LH1)
Sheridan's
5133 S Lake D (LH1)
Distinkt¡ons Tattoos & Bod 5656 S Packar Tattoo
ïemporary
lJr.¡rqernleìster Ëood Truck Citv L.in¡its Fes Resläurânt
'I'enìporârv
Crtv Limils Fes Iì{rslaurânt
0anielle's Deli
'I
ïenrporary
[ìenev¡r l..akes Ërorluce
C¡tv l."inrìts fres Retãil
Temporârv
Jacob's fJoli Cafê
C¡t./ Lirnils Fes Retail
'i
'Ierïporary
$3 t 2.00
s341.00
emporâry
OtJD
$61.û0
Temporary
CUD
s't 33.00
s170.00 $170.00 s170.00
sr33.00
s17û.00
s 17û.00
$J ¡û.OO
$70.00
$70.00
$70.00
alO
ïemporary
Sweet AÞÞlewc Restaurant
Tenrporary
Citv Limìts Fes Restâurant
Joe's "K" Ranch
Paoa Luici's Pizza
l emoorarv
ïemporary
Pulver's Fine Food
Sweet Aoolewc Retail
ESR48
Temporary
Restaurant
Temporary
Shortline Amusements
1871
Shortline Amusements
187't E SR 48 Retail
Temoorary
CUD
$67.00
Temoorary
CUD
$133.00
Temporary
CUD
$67.00
CUDAHY TOTAIS
$170.00 $170.00 $170.00
$70.00
$31.682.00
s70.00
ffi
s70.00
ffi
ST FRANCIS
Facility Street Type
Address
Facility Name
Billling Type
City
EHC
o/c
EHC2
Retail/Food
Advance Auto Parts # 689, 2730 E Layton Exempt
Retail/Not
Engaged in
Food Sales No
Food
4045 S Kinnick Processinq
Food Sales No
ASK Petroleum LLC
Aurora Pharmacv
#1 050
Retail/Food
Retail/Not
Engaged in
Food
Buddv Squirrel, LLC
The Cake Ladv
18Ol E Bolivar Processino
Retail/Small
3561 S Kinnick PHF
Retail/Ëood
3048 Ë Lavton Ëxempt
Retail/Food
4698 S Whitna Exempt
Dollar Tree Store #2863
Retail/Food
General Nutrition Center # 4698 S Whitna Exempt
Retail/Food
3050 E Layton Exemot
Greo's True Value
Retail/Small
4698 S Whitna PHF
Hissho Sushi
Retail/Food
lzzv's Tao ll- LLC
3783 S. Kinnicl Exempt
Retail/Small
Jacobs We{l Café
3558 E Sivyer, PHF
RetaillFood
Lanoefs Hallmark
4698 S Whitna Exempt
Retail/Small
IBBB E Layton PHF
Lavton Fruit Market
RetâilSlery
Small Non
PHF
Mv Fantasv Cakes
4550 S Brust
Dollar Ë.xoress
I
Processino
Processinq
Food Sales No
Processinq
EHC 3
ST FI s222.OO
$268.00 s268.00
ST FI $222.00
$268.00 $268.00 $107.00
ST FI $107.00
s268.00 s268.00
ST FI s214.00
$268.00 $268.00 $107.00
ST FI $482.00
$374.00 $482.00 $482.00
ST FI $22.2.00
$268.00 s268.00
$107.0Õ
s222.OO
s268.00 s268.00
$'t 07.00
$107.00
s107.00
Food Sales No
Processino
Food Sales No
Processinq
Food Sales No
Processinq
Food Sales No
Processing
Food Sales No
Processino
Food Sales No
Processinq
Food Sâles 25Million PHF
Food Sales No
Processino
Food Sales
Under 25 Non
PHF
ST
FI
ST FI s't07.00
s268.00 $268.00 $107.00
ST
FI
s107.00
s268.00 $268.00 $107.00
ST
FI
$482.00
$374.00 $482.00 $482.00
ST
FI
$107.00
$268.00 $268.00 s't07.00
ST
FI
s482.00
$374.00 $482.00 $482-00
ST FI
$107.00
$268.00 s268.00
s107.00
ST FI
$482.00
$374.00 s482.00
$482.00
ST FI
g1Õ7 00
9297 0ô s268,00
s19ô 0û
Process¡nq
Food Sales 25-
ST FI
$236.00
$268.00 $268.00 $107.00
Million PHF
ST FI
$482.00
RetaiUNot
Engaged in
Food
Packard Liquor
Retail/Small
Paoa Murohv's Take & Ba¡ 4698 S Whitna PHF
Food Sales No
72 of 74
..-*ffi0
$482-00 s485.00
Facility Name
Facility Street
Type
Address
Pekar Liquor
Pick & Save #6857
4698 S Whitna PHF
Retailfr'ery
280,l E Moraar S¡nali PHF
Retail/Food
Reta¡l/Large
St. Ann center
;iè:n¡i,\e[.¡
l-ir:ì:,ìlì ìì:ìri
i r-i'li.:li:r¡ns
i:f;kiÌry
lrìi:
Redbar
St Francis Comrnunitv Cen
Mar¡an Center for Nonprof¡
Flv Bv Saloon
Gordie's
Kaz's Pub
Kinq Pin's
Nino's ll
Rail's lnn Depot
Bert's Bar
SubwaV
Box Car lnn
Cousins submarines
Dairy Queen
Dobie's Lounqe
fjvËsv T*rû
L'ir-¡¡a¡t¡'s Pi:¿a
Hardee's Restauranf
Howard Villaoe V- LLC
Junioer Courl
The Landino
Redbar - Food
SaraÞhino's
SuDerior Eou¡þment and Sl
rt-å5{1
fi Èr,.;rt
I
Tavern
Exempt
Spec¡ál tlrg
Special Orq
Restaurant
Restaurant
Reslaurant
Réiìai¡rant
Restaurant
Restaurant
Restaurant
City
EHC
o/c
EHC2
EHC 3
Food Sales No
Processing
ST FI s107.00
Food Sales Over
Million PHF
ST FI
Fcod Sales
Under 25 PHF
ST FI
#wffi
$107.00
$268.00 $107.00
$698.00
w#ffi
#ffi
s297.t0 s297.00 $190.00
iv{,.lj 3(ìli}':.
iJr¡ri¡u 2ii ii.:n
ir!
Å
2245 E St Fran
3476 E Howar<
3211 S Lake D
4607 5 Whitna
2000 E. Cora
3701 S. lcwa ¡
4102 s. Kinn¡cl
3672 S Kansas
22228 Sl. Frat
3907 S Lake D
4698 S Vt'hitnal
2227 E St Fnn
3058 E Layton
3040 E Layton
4136 S. Kinnìcl
455i) S ûtr¡¡tri
4241 ,$ Packarr
2450 E Lavton
2500 E Howard
3209 S Lake D
2234 E Layton
2245 E St Fran
3074 E Layton
4550 S Brust A
Billling Type
C
Operator
Special Orq
Special Oro
Prepackag€d
Prepackaged
Prepackaged
Prepackaqed
Prepackaged
Simple
s:l{}i {ììl s2i}i
ìrr li
ST
ST
ST
ST
FI
s0.00
$107.00
FI
$10r.00
ÊI
$'188.00
FI
SI'FI $188.00
ST FI
ST FI
ST FI
ST
FI
ST FI
ST FI
$188.00
$188.00
$188.00
s188.00
s309.00
$309.00
$531.00
$531.00
$531.00
$531.00
$0.00,
iì{}
$0.00
:r
i
Íìii
i)i
r
$0.00
$246.00
$246.00
$24ô.00
$246.00
$246.00
$246.00
$246.00
$246.00
$371.00
$409.00
$409.00
$409.00
$409.00
$409.00
54ùü.üû
$246.00 s107.00
$246.00 $107.00
$246.00 $188.00
Ë4il!,r.i)ü
$246-00
$246.00
$246.00
$246.00
$246.00
$371.00
$409.00
$531.00
$531.00
$188.00
$188.00
$188.00
$188.00
$188.00
$371.00
$409.00
$531,00
$531.00
$531 00
$531.00
-.:,i'. I / ,1
Restaurant
S¡mple
Restaurant
Restaurant
Moderate
Moderate
Moderate
Moderate
Mrxleraie
[,ì0deraie
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Moderate
Add¡tional Prep
ST
ST
ST
ST
s531.00
FI s531.00
FI $531.00
sï Fl $531.00
ST FI $531.00
ST FI $531.00
ST FI $531.00
s409.00
$409.00
$409.00
$409.00
$409.00
$409.00
$409.00
$ä3r.ûÛ
$531.00
$531.00
$531.00
$531.00
$531.00
$531.00
s531.00
Area
ST
ST
FI
ComÞlex
$145.00
s531.00
$531.00
ST FI $531.00
ST FI $744.00
sï Fl $744.00
ST FI $744.00
ST FI $744.00
s100 00
s409.00
$409.00
s409.00
s500.00
$500.00
$500.00
$500.00
$145.00
s531.00
$531.00
s531.00
$744.00
$744.00
$744.00
$744.00
$100-00
$531.00
$531.00
$531.00
$744.00
$744.00
$744.00
s744.00
Moderate
ST
FI
$531.00
$409.00 ss31.00
s531.00
Complex
Complex
ST
ST
FI
FI
$744.00
s744.00
s500.00 s744.O0 $744.00
s500.00 $744.00 $744.00
Moderate
ST
ST
ST
ST
ST
ST
ST
FI
s531.00
s222.OO
s222.OO
s409.00
$278.00
$278.00
$278.00
$278.00
$278.00
$278.00
s278.00
s278.00
s278.00
$278.00
$278.00
$278.00
$531 .00
FI
$70.00
s70.00
Restaurant
Restaurant
ROSt,:rlr'iìrì1
R€stãu r'iût
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Restaurant
Suoerior Equ¡pment and Sr 4550S BrustA Restâurant
Swavz Mexican Restâuran' 4048 S Packarr Restaurant
2300 E Lavton Restaurant
WnqstoÞ
1404 E Bolivar Restaurant
Wxon
4698 S. WhitnÉ Restaurant
Banokok House
Fortvtwo Ale House
3807 S Packa¡ Restaurant
4016 Packard r Restaurânt
Polonez Restaurant
St. Francis Brewerv and Rr 3825 S Kinnick Restaurant
University or
3680 S Kinnick School
Deer Creek Elementary
University or
4225 S Lake D School
St Francis Hiqh School
Thomas More Hiqh School 2601 E Moroâr Restaurant
University or
2600 E Bolivar School
Willow Glen Elementary
Archb¡shoo Cousins Catho 3501 S Lake D Pool
Aurora Rehabilitation Cent, 2000 E Lavton Pool
Deer Creek Elementarv R€ 3680 S Kinnick Pool
4235 S Lipton r Pool
Greene
Milwaukee Bucks (Cold olt 3501 S Lake D Pool
Milwaukee Bucks (Hot tub) 3501 S Lake D Pool
4561 S Wh¡tna Pool
Ridqeview Aoartments
2801 E Moroar Pool
St. Ann Center
2801 E Moroar Whirlpool
St. Ann Center
The Manor Apartments LLt 4100 S Lake D Pool
The Månor Aoartments LLI 4100 S Lake D WhirlÞool
The Manor Aoartments LLI 4100 S Lake D Whirlpool
Temporary/R
St. Francis Da\ etail
Babes lce Cream
TemporarylR
The Landino Food & Spiritt S1. Francis Da\ estaurant
Temporary/R
St. Francis Brewerv
Sl. Francis Da\ estaurant
Moderate
Moderate
Moderate
Complex
Comolex
Complex
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
FI
FI
FI
FI
ìf I i:
¡Iti
ST
ST
ST
FI
FI
ST FI
FI
Fi
FI
F]
F]
STF
STF
STF
STF
STF
8222.00
$222.00
$222.00
$222.00
$222.00
s222.OO
s222.OO
8222.OO
s222.OO
ST Ff $222.OO
s531_00
s531_00
It? t.0û
$278.00
$278.00
$278.00
$278.00
s278.00
s278.00
s278.00
$278.00
$278.00
$278.00
$278.00
$278.00
$531.00
$531.00
$531.00
$531.00
s531.00
$531.00
$531.00
$531.00
$278.00
$278.00
$278.00
$278.00
s278.00
s278.00
$278.00
$278.00
$278.00
$278.00
$278.00
$278.00
s70.00
TemDorary
ST FI
Temporary
ST FI s133.00
s170.00 $170,00 $170.00
Iemporarv
ST FI $133.00
s'l70.00 $170.00 $170.00
$67.00
t3of14
Facility Name
Facility Sbeet
Type
Address
FrankieCan Cook LLC
St Ann's Farmt e6tauÍrant
Billlinq Type
C¡ty
Temporary
ST FI
EHC
orc
ÉHC2
EHC 3
Temporary/R
sT FRAÍ{C|S TOIAIS
GRAND TOÍAT ATt CITIES
$66.00
ffi
w
Addltlonal lncame
Fârmers
s70 00
s70.00
$'t52-575_OO
$70-00
ffi
t23.701.00
w
W
ffi
R
W
14 oÍ 14
City of Oak Creek
Meeting
Date:
211512016
Item No.:
rl
Recommendation: To consider Resolution No. 11682-021516, a Resolution opposing Wisconsin Bill
48750 Repealing of Personal Property Tax and Eliminating Exempt Computer Aids.
Background: Assembly BillAB750 has been introduced to the Wisconsin Assembly for consideration in
the current legislative session. The Bill would eliminate personal property tax effective January 1,2020,
phasing the tax out between now and then. Beginning in 2016, exempt computer aids to local
municipalities would also be eliminated.
As of January 1,2015, The City of Oak Creek has $108,731,900 of taxable personal property, which
would generate $2,492,548 in tax revenues and amounts to 3.6% of the City's total assessed property
tax base. Removal of this tax base would effectively increase taxes to the remaining tax payers without
any change in services provided. 48750 would reduce the amount of personal property subject to tax,
eliminating the tax entirely as of January 1, 2020.
48750 also repeals Wl Stat 79.095 effective January 1, 2016, the Exempt Computer Aids provided to
local municipalities. The 2016 Oak Creek Budget anticipated $101,535 of Exempt Computer Aids. The
2016 Budget also anticipated $57,747 of Exempt ComputerAids in TID's 4, 6, 7, 8, 9, and 10. Adoption
of 48750 would eliminate $2,550,295 of resources to the General Fund and TID's 4, 6, 7, 8, 9, and 10.
Current Wl Levy Limits restrict the amount that tax levies can increase to new growth in the City.
Removal of the Exempt Computer Aid and personal property tax would remove $2,550,295 of resources
to the City. 48750 makes no provision to modify levy limits to account for this resource reduction. The
City would be forced to reduce services as a result of this resource reduction. By way of reference, new
Oak Creek construction growth provided for a levy increase of just $237,365 in 2015.
Fiscal lmpact: None by this action, however, the potential loss of revenues to the City based upon
potential action of the State Legislature is $2,550,295.
Prepared and submitted by:
Reviewed by:
City Administrator
Barbara Guckenberger,
City Treasurer
Fiscal Reviewed by
Bridget
Finance Director /
ler
RESOLUTTON NO. 1 1682-021 516
A RESOLUTION OPPOSING WISCONSIN ASSEMBLY BILL 750 REPEALING
OF PERSONAL PROPERTY TAX AND ELIMINATING EXEMPT COMPUTER AIDS
BY:
WHEREAS, local governments in the State of Wisconsin in recent times have been required by the State of
Wisconsin to provide services necessary for their residents under "levy limits" and the like, having to annually
budget for services in their communities, attempting to value and cost and pick and choose those necessary
services to be provided under the ceiling created by 'levy limits' and other State mandates, while at the same time
balancing the public hearing input and what the residents of the community who have made that community their
home and who elected those in their home community responsible want their hard earned and then paid tax dollars
to provide; and
WHEREAS, the Common Council having reviewed the proposed Assembly Bill 750 pending before the
State of Wisconsin Legislature, which essentially eliminates property tax on personal property in 2020; and
WHEREAS, the City of Oak Creek has a property tax base that includes 3.6 percent Personal Property as
ofJanuary 1,2015; and
WHEREAS, such reduction in the property tax base results in a tax increase to the property tax payers
approximately equal to the reduction in the tax base without any change in services provided; and
WHEREAS, elimination of the personal property tax on businesses will result in even more of the property tax
burden shifting to residential homeowners, who, on average already pay 70o/o of the statewide property tax levy;
and
WHEREAS, fully exempting all personal property from the property tax will likely result in a reduction in the
incremental levy for tax incremental finance districts; and
WHEREAS, the same b¡ll 48750 eliminates the Exempt Computer Aid in 2016, which amounts to $57,747
and provides for no relief from levy limits for such reductions in resources to the City of Oak Creek 2016 Budget;
and
WHEREAS, such elimination of State Aids further restricts City of Oak Creek resources to provide the
services the Citizens so richly deserve etfectively reducing the services available to Citizens of Oak Creek because
levy limits would not be adjusted for such State Aid reductions.
NOW, THEREFORE, BE lT RESOLVED, by the Mayor and Common Council of the City of Oak Creek,
Wisconsin, that the Common Council hereby declares its opposition to Assembly Bill 750, as is necessary to protect
and promote the health, safety and welfare of the City of Oak Creek, and the freedom of the Citizens of the City of
Oak Creek to determine their own public needs and goals.
BE lT FURTHER RESOLVED, that the Cíty Clerk is hereby directed to send a certified copy of this
Resolution to Representative David Craig, Representative Jessie Rodriguez, and Representative Ken Skowronski.
lntroduced at a regular meeting of the Common Council of the City of Oak Creek on this
Passed and adopted on this
_day
of
_day
_,2016.
Kenneth A. Gehl, Council President
Attest:
Stephen Scaffidi, Mayor
Catherine A. Roeske, City Clerk
Vote: Ayes
Noes
of
_,2016.
ú ffiixtrinnin
fitute
2OL6 2016 LEGISLATURE
-
LRB-1183/1
JK:\if
2OL6
ASSEMBLY BTLL 760
20,20t6- Introduced,by Representatives Krnq Jancnow, cnarc, Jacqun,
January
-- SAúrimrO,IVIACCo,
GeNNbÑ, KerSUe, KnnUrnn, TÌttt,IÍ,mrmC-n, HORLACHER,
Hattto*, Swe¡m¡aex, QurÑx and STOWnoNSKI' cospo-nsor"d Ly.Senators
Itootsr;", TIF;ANï, Ñess, Lasnn, Hensoonn and Vurrr¡rn' Referued to
Committee on WaYs and Means.
1
z
A
4
AN ACT' to repeø120.885
(1) (e), ?9.096, 121-.06 (4) and 1-21.90 (2) (am) Z.;to
(4) (a), 174.06 (5),
ømend, ?0.11 (89), ?0.1? (1), ?3.06 (3), 121.004 (6), L?L'Lï
L74.065 (B), 1?4.08 (1), 1-98.10 (1) and 200.13 (2); and to crea,te 70.135 of the
statutes; relatlng to: eliminating the personal proporty tax'
Anølysís by the Legùsløtiae Referenee Bureau
This bill eliminates the property tax on personal property beginning in2020.
based
The bill also eliminates, in 20i6, [t rt*tr aid payments to tatringjurísdictions
"
from the
on the value of .o*pntã"s and computer-related equipment that are exempt
jurisdictions.
personal property lax and ühat arè located in the taxing
Under the bill, personal property placed in service on or after JanuarY 1, 2016'
January
is not ilbject to the properry ú".-Personal n¡onerly placed in seruice before
of the
value
depreciated
i âOfO, iä subject tã tËe property tax based oà the actual
property"
' " Bógtnning with the assessments as of January L,2020, no personal propert-y is
assessed as
subject îo the"propetty t*. Under the bill, real proporty that was
property
and roal
på"åo"rf p"op"rty örioíto Jrnu.ty L,2020,wii1!e- assessed as real
would have boen assessed
ñi"pãtty pf"ä¿ i"i"*i." on or "fl"riutr,ta' L,2020,thatas real property'
ãr li."*o*f property prior to that date will be assessed
m1V b9
Becauge this bitt relates to an exemption from state or local taxes,-it
to be printed
referred. to the J"i"t Su*"y Committer otiT* Exemptions for a report
as an appendix to the bill.
-2-
- 2016 Legislature
ASSEMBLY BILL 7õO
2AL6
LRB-t_183/1"
JK:\if
For further information see the støte ønd' lncøl fîscal estimate, which will be
printed as an appendix to this bill.
The peopte of the state of Wíeconsín, represented, ín senøte a'nd, øssembly, do
enqet øs follows:
1'
20.835 (1) (e) of the statutes is repealed'
1
SncrroN
2
s¡crroN 2.
3
70.11 (Bg) Corr¡purnRs.
TO,LL (39) of
the statutes is amended to read:
If the o\ryner of the property fulfills the requiremonts
s. ?0.35, mainframe computers, minicomputers, personal
computers,
4
und.er
b
networked personal computers, servers, terminals, monitors, disk drives, electronic
6
peripheral equipment, tape drives, printers, basic operational programs, systems
7
software, and prewritten software. The exemption under this subsection does not
I
I
apply to custom software, fax machines, copiers, equipment with embedded
computerized components or telephone systems, including equipment that is used
10
(3). Se*+h+p$rpeeeÊ
to provide telecommunications services, as defined in s. 76.80
11
L2
t'o read:
13
Sncrro¡ S, ?0.13õ of the süatutes is created
L4
20.1¡lõ Personal property tax; sunset. (1) Personal property placed in
15
eervice on or after Janu ary
16
this chapter.
L'I
(2)
L,20!6,is not subject to the property tax imposed under
Subject to the exemptíons und.er ss. ?0.11 and 70.111, personal property
18
placed in service before January.l ,20h6,is subject to the prgperty tax imposed under
19
this chapter based on the property's depreciated value as reported under s. 70.3õ or
20
as detormined by the department of revenue.
(8) Beginning with the assessments
.L
LRB-1183/1
-3-
- 20L6 Legislature
ASSPMBLY BILL 750
20L5
JK:kjf
Spcrrox 3
as of
January 1, 2020, no personal property
2
property
is subject to the property tax imposed under this chapter, except that real
3
that was assessed as personal property prior to January t,2020, and real property
4
that is placed in service on or after Januaïv 1, 2020, that would have been assessed
5
property'
as personâ1property prior to January L,2020, shall be assessed as real
6
SncrroN
7
70.t7
I
I
the
4,
70.!7 (1) of the statutes is amended to read:
(1) Real property shall be entered in the name
assessor, otherwise
to the
occupant, thereof
if
of the owner' if known to
ascertainable, and otherwise
without any name. The person hotding the contract or certificate of sale of any real
10
property contracted to be sold by the state, but not conveyed, shatt be deemed the
11
owner for such purpose. The undivided real estate of any deceased person may be
t2
enterod to the heirs of such person without designating them by name' The real
13
estate of an incorporated. company shall be entered in the same manner as that of an
T4
individual. Improvements on leased lands maninctu¿ing att per
15
shall be assessed €ith€r as real property
16
not subject to liens for anv unpaid taxes on tbe improvements.
6.
?9.06 (3) of the statutes is amended to read:
L7
Snctrorq
18
?8.06 (B) The departmenü of revenue, through its supervisors of equalization,
19
shall examine and. tesü the work of asgessors duringthe progress of their assesgments
20
or
and ascertain whether any of them is assossing property at other than full value
2l
is omitting property eubject to taxation from the
22
supervisors shall have the rights and powers of a local assessor for the examination
28
of persons. an¿ property and. for the rliscovery of property subject to tar¡ation.
24
property has been omÍtted or not assessed accordingto law, they shallbringthe same
25
to úhe attention ofthe local assessor ofthe proper district and ifsuch local assessor
roll. The department
and such
If any
201õ
-
-4-
201-6 Legislature
LRB-1183/1
JK:kif
SncrroN 6
ASSEMBLY BILL 760
1
z
B
4
õ
6
?
I
9
10
11
Lz
18
L4
16
16
L7
1g
shall neglect or refuse to correct the assessment they shan report the fact to the board
of review.
If it
discovers errors
in identifyins or valuing property that' is exempt
under s. ?0.11 (Bg) or (Bgm), the department shall change the specificatíon of the
property as taxable or exempt and shall change the value of the property. All
disputes between the department, municipalities and property o!\¡ners about the
taxabilþ
or value of
property
that is exempt
under s. 70.11 (89) Or (8gmì or of the property under s. 70.995 (12r) shall be resolved
by using the procedures under s. 70.99õ (8)'
Sncrro¡r G. ?9.096 of the statutes is repealed. '$f'rz'C 4'O
sncrro¡ 7.
- Q**¡u'feÅ
121.004 (6) of the statutes is amended to read:
LZL.A04(6) Nm cosr. The "net cosf,'of a fund means the gross cost of that fund
minus all nonduplicative revenues and other financing sources of that fund except
property taxes¡ and general aid, and
subsection,
' In this
ei
,,nonduplícative revenues" includes federal {inancial assistance under 20
USC 236 to Z46,to the extent permitted under federal law and regulations.
SncrroN
8. 121.06 (4) of the statutes is repealed'
Snctrorq
g.
LZI.L6 (a) (a) of the statutes is amended to read:
LZL,L6(a) (a) In this subsection, "state aid" has the meaning given in s' 121.90
le 12¡
srcrroN 10. 121.90 (2) (am) 2. of th¡e statutes is repealed.
2A
'
sncrroN t|^. L74.06(õ) of the statutes is amended to read:
2ï
L74.06(õ) Rnconos. Thelisùingoffïcialshallenter@
22
23@inaseparaterecord¡alldogsinthedistrictsubjecttotax,
24 to whom they are assessed, the name, number, sex, spayed or unspayed' neutered or
LRB-1L83/1
-b-
- 2016 Legislature
ASSSMBLY BILL 750
2015
JK:$f
SncrroN 11
1
unneutered., breed. and color of each dog. The listing official shall make in triplicate
2
a
list of the owners of all dogs assessed.
3
spcrroN 12. 1?4.065 (8) of the statutes is amended to read:
4
1?4.066
(B)
Cor,r,ncrroN oF DELTNQUENT Doc LICENSE TAXES. Delinquent dog
5
license taxes may be collected in the same manner as proyided folsmall clAims
6
%,55-+nd ch.
7
SpcrroN
8
124.08
799
t8.
(l)
in€'
'
t74.08 (1) of the statutes is amended to read:
Except as provided in sub. (2), every collecting official shall pay all
I
dog license taxes to the town, village, or ciùy treasurer or other tax collecting officer
10
who shall d.educt any additional tax that may have been levied by the municipal
11
governingbody and pay the remainder to the county treasurer at the time settlement
t2
is made with the county treasurer for collections ofpe*enel property taxes, and shall
1g
at the same time report in writing to the county clerk the licenses Íssued. The report
L4
shall be ín the form prescribed by the department, and the forms shall be furnished
15
by the county clerks.
16
Snctron 14. 198.10 (1) of the statutes is amended to read:
L7
1gg.10
(1) T¡x¡sln
pRopERTy,
,rÆrcs.
All real properby situated in and+ll
18
e*V+axetíon-i€-in
19
the dÍstrict shall be subject to taxation in and by the district for a direct annual tax
20
sufficient to pay the interest on any indebtedness of the district, and to pay and
2L
discharge the princþal of the indebtedness
22
contracting the indebtednees.
2,3
24
25
.
within 20 years from the time of
SrcrroN 15. 200.13 (2) of the statutes is amended to read
200,13 (2)
Trxmw.
The commission may levy a tax upon ühe ta:rable property
in the distriet as equalized by the department of revenue for staüe purposes for the
20L5
- 2016 Legislature
LRB-1188/1
-6-
JK:kjf
Snctrotl L5
ASSEMBLY BTLL 750
1
purpose of carrying out and performing duties under this subchapter but the amount
2
of any such tax in excess of that required for maintenance and operation and for
3
principal and interest on bonds or promissory notes shall not exceed, in any
4
one
5
70.57. The tax levy may be spread upon the respective
6
property tax rolls of the city, vítlage and town areas included in the district taxes, and
7
shall not be included within any limitation on county or municipality taxes. Such
8
moneys when collected shall be paid to the treasurer of such district'
I
mill for each dollar of the district's equalized valuation,
one year'
as determined under s.
@
Sncrrox 16. Initial applicability.
10
(1) This act first applies to the property tax assessments as of JanuaV 1, 2016.
11
Sncrrox
L2
(1) This act takes effect on January 1, 2016.
13
I"7.
Effective date.
(DND)
C¡ty of Oak Creek
Item No.:
I
Recommendation: That the Common Council adopt Resolution No. 11681021516., a Resolution Amending Resolution No. 11679-020216, a Resolution
Rescinding Resolution No. 11515-072114 and Restating Public Depositories for the
City of Oak Creek.
Background: Resolution No. 11679-020216 was adopted by the last Common
Council at its last meeting. After that meeting it was noticed that, inadvertently, the
resolution numbers within the body of the resolution had not been changed since
the prior year. The resolution has been amended and brought before you for
review and approval.
No other changes have been made.
Fiscal lmpact None.
Respectfully submitted,
Prepared by:
Bridget M.
Finance Director/Co
r
Gerald Peterson, ICMA-CM
City Administrator
RESOLUTION NO. 1 1681-021516
BY:
A RESOLUTION RESCINDING RESOLUTION NO. 11515-072114 AND RESTATING PUBLIC
DEPOSITORIES
FOR THE CITY OF OAK CREEK
WHEREAS, the Common Council adopted Resolution No. 1 1679-020216 rescinding Resolution
No. 1 1 515-072114 and restating public depositories for the City of Oak Creek; and
WHEREAS, Resolution No. 11679-020216 inadvertently referenced the incorrect Resolution
number to be rescinded in the body of the Resolution; and
WHEREAS, Chapter 34, Wis. Stats. establishes the conditions and qualifications for public
depositories, including financial institutions that act as investment and intermediary agencies for
municipalities; and
WHEREAS , S.62.12(7), Wis. Stats. provides for the designation by the Common Council of the
City of Oak Creek of public depositories in which City funds shall be deposited; and
WHEREAS, the City previously adopted Resolution No, 11515-072114, which identified the
financial institutions that are designated as public depositories for the City of Oak Creek; and is
updated to add a financial institute for investment options, Ehlers lnvestment Partners; and
WHEREAS, financial institution, MBIA Wisconsin Class, is no longer being used and is
recommended for removal from the list; it has become timely for the City to restate the listing of
authorized public depositories for the City of Oak Creek.
NOW, THEREFORE, BE lT RESOLVED by the Mayor and Common Council of the City of Oak
Creek that Resolution No. 11515-072114 hereby rescinded; and
BE lT FURTHER RESOLVED that the following, qualified as public depositories under Ch. 34,
Wis. Stats., shall be considered as public depositories of the City of Oak Creek for time deposits,
repurchase agreements and authorized investments:
Bank Mutual
Dana lnvestment Advisors, lnc.
Ehlers lnvestment Partners
JPMorgan Chase Bank N.A.
JPMorgan Chase Bank Trust Company N.A.
Marshall & llsley (M & l) Bank (BMO)
Marshall & llsley (M & l) Trust Company N,A. (BMO)
American Deposit Management Co.
Tri-City National Bank - Oak Creek
Vining-Sparks lBG, L.P.
Hometown Bank
BE lT FURTHER RESOLVED, that withdrawal or disbursements shall be only by checks and
order, as provided in S. 66.0607(6), Wis. Stats., and a system shall be provided to properly
accommodate deposit or investment of such funds by wire; that in accordance therewith, all
checks and orders shall be signed by the following persons: the Çity Clerk, the City Treasurer,
and countersigned by the Mayor, and shall so be honored.
lntroduced at a regular meeting of the Common Council of the City of Oak Creek held this 15th
day of February, 2016.
2016.
day of
Approved this
President, Common Council
Passed and adopted
this
2016
day of
Mayor
ATTEST:
VOTE: Ayes
City Clerk
Noes
City of Oak Creek
Item No.:
Recommendation: Authorize City Administrator to sign a proposal from ZS LLC in the amount
of $10,700 and to provide for contractor assistance up to $7,500 to perform a building envelope
investigation for the Police Department building located at 301 W. Ryan Road.
Background: Since it was constructed in 2001, the Police Department building located at 301
W. Ryan Road has experienced problems with maintaining an appropriate inside air
temperature for rooms and otfices on the north side of the building during periods of extremely
low outside temperature conditions. Repeated attempts to find the cause of the low
temperature problems have proven to be unsuccessful in identifying the cause/source of the
problems.
This past summer the City retained the services of several consultants who were working on the
City's fire station #1 and Civic Center complex to identify the source of the problems. This
review and testing found no apparent problems with the HVAC system. Our suspicions are that
the exterior north building wall system is somehow allowing cold air to enter into the building
during extremely cold weather conditions. Our City's Maintenance Supervisor independently,
and with use of consultants this past summer, was unable to identify the source and/or cause of
any air infiltration problems. We have sought the services of a building envelope specialist to
heÍp assist in identifying a source of what we believe a cold air infiltration problem. Their
proposal to perform the work identified in discussions with them is attached. As part of this
revíew and analysis, it is believed to be necessary to remove various parts of the exterior
building façade. The services of a contractor will be necessary to perform this work and the
attached proposal includes an estimate of $5,000. Our recommendation is to allocate $7,500 to
be included in the proposal to perform this work in conjunction with and under the direction of
the building envelope consultant.
Fiscal lmpact: Funding forthis work is available from project 08019 as recommended in an
amount not to exceed $18,200. lt is expected a solution to correct the cold air temperatures will
result from this work which will then need to be planned and budgeted for. Depending upon the
extent and cost to correct any problems identified, it may be possible to perform the work in
2016 from funds remaining and available from project 08019.
Fiscal Review by:
Prepared and Submitted by
Bridget M.
utfrant,
Fi nance Di rector/Com ptroller
City Administrator
q
lffiffi
Buitding Envelope Consulting
ZS LLC
Pho*e 414.727.5000
BIM ConsuLting
10501 W Reseorch Drive
MiLwoukee. Wl 5322ó
Fcrx
Web
Structursl Engineer¡ng
414.727.6666
zs[[c-us.com
Forêns¡c Engineering
February 5,2016
Mr. Dick Kulka
City of Oak Creek
8640 S. HowellAvenue
Oak Creek, Wl 53154
RE
Building Envelope lnvestigation
North Building Elevation Cold Weather Space Conditioning
Oak Creek Police Department, Oak Creek, Wisconsin
ZS Proposal Number: 8439
Dear Mr.Kulka:
Thank you for your interest in ZS's engineering services. At your request, we are submitting this
proposal to perform an investigation of the building envelope aspects of a low interior
temperature issue during extremely cold temperatures at the Oak Creek Police Department in
Oak Creek, Wisconsin.
PROJECT UNDERSTANDING
The subject facility is a single-story structure consisting of a steel skeleton with masonry exterior
cladding that was originally constructed in 2001. ln the rooms along the north elevation of the
building between Column Line 1 and Column Line 23 there has been a long-term issue of low
interior room air temperature during extremely cold weather. The rooms where this low
temperature issue is occurring include Rooms 105, 106, 130-134, and 138-142. According to
provided HVAC system data from February 20,2015, and February 23,2015, the temperatures
in these impacted rooms were as low as 45.8 degrees F while the other parts of the facility were
in the mid to upper 60's. The mechanical systems in the building have been recently evaluated
by a mechanical engineer and no apparent HVAC system issues associated with the space
conditioning were uncovered. As a next step, the building enclosure of the structure will be
investigated in an attempt to establish whether a building envelope issue could be the root or
contributory cause of this low interior air temperature condition.
SCOPE OF WORK
To complete the requested services, ZS will specifically perform the following service tasks
Task I - Review of Available Original Eþcuments. As an initial step; the available
documents related to the original construction will be reviewed, evaluated, and then considered
during the field investigation. Specific documents of interest include the original professional
design contract documents, project submittals, construction observation reports, field testing
Oak Creek Police Department
February 5,2016
Page 2
reports, and other available items related to the completed work. These documents will be
evaluated for consistency with the conditions in field, the written installation instructions of the
man ufacturer, and applicable ind ustry standard
Task 2 - Field Observation. A field observation of the reported and observed building
envelope issues will be performed. Comprehensive fieldwork is the backbone of the ZS forensic
investigation philosophy. The field observation will consist of a thorough visual assessment of
the existing conditions at the interior and exterior of the facility, interviews with pertinent and
available onsite personnel, and a comparison of the conditions with the design intent
established in our review of the original construction documents. Multiple testing methods may
be used through the course of the investigation including infrared thermography, moisture
detection equipment, and other similar instrumentation. All field conditions will be fully
documented including a photographic record.
Task 3 - Destructive Inspection Openings. Analysis of the information collected during the
document review and field observation will establish locations for necessary destructive
inspection openings. The destructive inspection openings will provide a means of collecting
pertinent data associated with the investigation by exploring the condition and configuration of
the existing construction. The nature of the selective removals will be formatted to minimize the
impact on the facility operations while collecting the appropriate data. Necessary selective
removals including restoration will be reviewed with the client prior to execution and performed
by a contractor acceptable to the client.
Task 4 - lnterior Condition Monitoring. As a means of investigating the low interior air
temperature issue, an interior monitoring program will be developed and implemented. At
specific targeted locations within the building construction, temperature and relative humidity
data loggers will be placed as a means of establishing baseline interior conditions during cold
outside conditions consistent with the past reported low temperature issues. The layout design,
unit installation, and data collection will be reviewed with the client prior to implementation.
Task 5 - Thermal Modeling. As a tool for evaluating the performance of the as-built
construction configuration at targeted locations, computer thermal modeling developed for that
purpose will be utilized during the investigation. The specific program will be established based
on the building components being modeled. The results of the modeling will be considered
during the investigation as it relates to the nature of the current issue and typical architectural
standards for building construction.
tag
Oak Creek Police Department
February 5,2016
Page 3
Task 6 - Data Analysis and Forensic lnvestigation Report. The data collected during the
investigation will be analyzed to draw conclusions regarding the reported phenomenon and
establish recommendations for remediation. A written report including applicable descriptions,
sketches, photographs, tables, graphs, and attachments will be developed with an initial
"DRAFT' copy submitted to the client for review. Following the incorporation of client
corrections related to the "DRAFT" report, a final report will be submitted to the client for their
consideration.
COMPENSATION
ZS Building Envelope lnvestigation -Tasks 1,2,3,4, 5, and 6
*Estimated Contractor Assistance
$10,700.00
$ 5,000.00
COMMENTARY
Based on our current understanding of the project we have, to the best of our ability, matched
our services with the needs of the project. Should the need arise for us to expand our services
to include any necessary additional field testing, laboratory testing, storm drainage
investigation/analysis, site surveying, we would under your direction, submit a separate
proposal for consideration.
ACCEPTANCE
To accept this Proposal as written, please execute by signing below and return a copy to ZS
within 30 days of the date hereof.
This Proposal shall become an Agreement only after execution by both parties
By execution with signature below, Client indicates that they have read, understand and agree
to the terms of this Proposal in its entirety including ZS Terms and Conditions (attached) and
has the authority to enter into this Agreement on behalf of Client.
Company:
ZS LLC
Signature:
Signature:
Name (Print):
Darin C. Rickert, AlA, RRC, LEED AP
Senior Architect and Building Envelope
Consultant
Title:
Date:
'
Date: February 5,2016
/zs
TERMS AND CONDITIONS FOR PROFESSIONAL SERVICES
(Wisconsin Projects)
Client has requested that Ziad Salameh LLC ("2S") perform certain professional services at the project site, which services are
set forth in greater detail in ZS's proposal (collectively, the "Services"). ZS and Client agree that the Services shall be performed
subject to and in accordance with the following Terms and Conditions ("T&Cs"), and that Client's acceptance of ZS's proposal or its
direction, whether oral or written, for ZS to commence any of the Services constitutes acceptance of these T&Cs.
1.
Independent Contractor. ZS is an independent contractor of Client,
and all persons employed by ZS to furnish any portion of the Services are
ZS's employees, subcontractors, or subconsultants (and not of Client).
Client acknowledges that ZS may retain the services of subcontractors or
subconsultant to assist with the performance of the Services. Client shall
not have any control over the selection and hiring of ZS's subconsultants
or subcontractors, if any.
2.
Ownership of Proiect Site. Client represents and warrants to ZS
that Client owns the project site. lf Client is not the owner of the project
site, Client represents and warrants that it is duly authorized to act on
behalf of the owner of the project site, with full authority to bind the owner
to these T&Cs. lf requested, Client shall furnish ZS with written
authorization from the owner authorizing ZS's performance of the
Services on the project site. Client agrees to indemnify ZS and its
members, managers, employees, subconsultants, agents, and affiliates
from and against any liability, damages, loss, claims, demands or
citations arising from or related to Client not being the owner of the
project site and lacking adequate authority to bind the owner hereunder.
3.
Performance. ZS will perform the Services in a manner consistent
with that degree of care and skill ordinarily exercised by members of the
same profession as ZS currently practicing under similar circumstances
and in the same locality. Client acknowledges and agrees that ZS does
not have control over and shall not be responsible for construction means,
methods, techniques, sequences, procedures, or for construction safety
precautions and programs. ZS agrees to perform the Services in as
timely a manner as ls consistent with the professional standard of care set
forth herein.
4.
Glient Duties. ln order for ZS to perform the Services, Client shall,
at no expense to ZS: (A) provide all necessary information
regarding
Client's requirements as necessary for the orderly progress of the
Services; (B) designate a person to act as Client's representative for the
Services who shall have the authority to transmit instructions, receive
instructions and information, and interpret and define Client's policies and
requests for ZS; and (C) provide access to and make all provisions for ZS
to enter, without cost, limitation, or burden to ZS, the project site as
required to perform the Services, including, without limitation, the use of
scaffolds or similar mechanical equipment. ZS is entitled to rely upon all
information and services provided by or furnished on behalf of Client.
5.
Safetv. Field work will be performed only under conditions deemed
safe by ZS personnel. ZS may bill Client for any expenses incurred as a
result of implementing safety or security measures due to hazardous job
conditions at the project site. Client acknowledges and agrees that ZS is
only responsible for the safety of its own employees, subcontractors, and
subconsultants, and is not responsible for the safety of any property (real
or personal) or any other persons located on the project site.
6.
Billinq and Pavment. Client agrees to compensate ZS for the
performance of the Services in accordance with ZS's standard hourly rate
schedule or the parties' negotiated fee. Client will generally be billed in
monthly intervals with applicable taxes included. The following expenses
will be billed at cost plus 5 percent and invoiced as an expense service
fee: travel,
subsistence, incurred out-of-pocket, communication,
rqproduction, and shipping expenses. f,he following expenses will be
billed at cost pl$ 10 percent and invoiced as an expense service fee:
expended materials for field and laboratory work, rental equipment, and
any fees advanced on Client's behalf. Any portion of the Services
subcontracted out by ZS will be billed at cost plus 10 percent, provided
the subcontractor or subconsultant has in place adequate insurance
coverage, as determined by ZS; otherwise, the cost for any such
subcontracted work will be cost plus 20 percent. Any vehicleS used by
ZS in the performance of the Services will be billed at $0.60 per mile, or
Copyright @ 2015 by Ziad Salameh LLC.
the current rate authorized by the lnternal Revenue Service, whichever is
greater. ZS's equipment used in field or laboratory work will be billed at
ZS's equipment usage rate schedule in effect at the time the Services are
performed, subject to adjustment for minimum or extended usage. Client
agrees to pay ZS's incurred attorneys' fees and other legal expenses
arising from ZS's required attendance at depositions, administrative
proceedings, or responding to subpoenas or court orders relating to the
project; provided, however, that such fees and legal expenses are not
incurred by ZS in defending ZS's own misconduct. Unless otheruvise
agreed by ZS and Client, ZS may increase all fees, expenses, billing
rates, and hourly rates upon notice to Cl¡ent.
Payment for the Services is expected in full in immediately available funds
(in U.S. Dollars) upon Client's receipt of ZS's invoice. Time is of the
essence as to all terms of payment. ZS shall be entitled to a service
charge of 1.5o/o p$ month on all past due amounts olus all costs of
collection, including, without limitation, actual attorneys'fees and all legal
costs. Following seven calendar days' written notice to Client, ZS may
suspend the performance of the Services if Clients fails to timely make
any payment required hereunder. ln the event of a suspension of the
Services, ZS shall have no liability to Client or any other party for delay
or damage caused Client or any other party because of ZS's suspension
of the Services.
7.
Termination. Both Client and ZS have the right to terminate ZS's
commitment to perform the Services for convenience upon seven
calendar days' written notice to the other party. ln the event Client
terminates without cause, ZS shall be entitled to compensation for all of
its Services performed and expenses incurred prior to the time of Client's
written notification of termination, including, without limitation, all fees for
any transition services, and ZS's anticipated profits. "Cause" shall be
defined for purposes of this Section as the substantial nonperformance of
the Services.
8.
Work Product. ZS shall be deemed to be the author and owner
documents, drawings, specifications, test data, techniques,
of all
photographs, letters, notes, reports, plans, calculations and estimates,
and any other materials prepared by (or on behalf of) ZS relating in
any way to the Services or the project contemplated by ZS's proposal,
including those in electronic form, any copies thereof, and whether
tangible or intangible in nature (collectively, the "Work Product"). ZS
retains all common law, statutory and other reserved rights, including,
without limitation, copyright in the Work Product. ZS grants Cl¡ent a
non-exclusive, limited, non-transferable, and (except as set forth
below) non-revocable license to use the Work Product solely with
respect to the project contemplated by ZS's proposal. Client may only
assign the Work Product to third parties for purposes of use in
connection with the project contemplated by ZS's proposal. Without
the prior written consent of ZS, only Client may rely on any Work
Product. Upon termination of ZS's commitment to perform the Services
by either of the parties, Client's right to use any Work Product shall
immediately cease. Client agrees to indemnify ZS and its members,
managers, employees, subconsultants, agents, and affiliates from and
against any liability, damages, loss, claims, demands or citations
arising from Client's unauthorized use of or modification to the Work
Product.
9..
Hazardous Materials. Client acknowledges that the Services do not
include the detection, investigation, evaluation, or abatement of any
substances or materials identifìed now or in the future as hazardous under
any local, state, or federal law or regulation, including, without limitation,
lead, PCBs, asbestos-containing materials, or any other substances or
materials that may be considered hazardous or othen¡ise subject to
statutory or regulatory requirements governing handling, disposal, or
cleanup (collectively, "Hazardous Materials") that
may bó present at the project site. client asrees to
I
ä
S
indemnify and hold harmless
ZS and its
members, managers,
employees, subconsultants, agents, and affiliates from and against all
liability, damages, loss, claims, demands, citations, or costs, including,
without limitation, attorneys' fees, costs, and expenses, related to the
actual or alleged existence or discharge of any Hazardous Materials
through no fault of ZS. ZS reserves the right to suspend the performance
of the Services if it has reason to believe that any of its employees,
subconsultants, or subcontractors may be exposed to any Hazardous
Materials, and will notify Client in such event.
10. Dispute Resolution: Venue. Prior to the initiation of any dispute
resolut¡on proceedings, ZS and Client agree to submit all claims,
disputes, or controversies arising out of or related to the Services to
mediation. Such mediation shall be conducted under the auspices of the
American Arbitration Association or such other mediation service or
mediator mutually agreed-upon by ZS and Client. lf, after conducting
mediation, the parties do not reach a resolution, the parties agree to
submit all unresolved claims, disputes, or controversies arising out of or
related to the Services to arbitration with an arbitrator mutually
acceptable to the parties. lf ZS and Client cannot agree on an arbitrator,
either party may pet¡tion the Milwaukee County Circuit Court for
appointment of an arbitrator. The arbitration shall be conducted in
accordance with the Construction Industry Arbitration Rules of the
American Arbitration Association currently in effect. Unless prohibited by
law, the parties acknowledge and agree that the venue for all mediation
and arbitration proceedings shall be Milwaukee, Wisconsin.
agreements between them. Any amendment or modification to either
ZS's proposal or these T&Cs may be made only by a written document
expressly stated to be an "amendment" and signed by a duly authorized
representative of ZS.
17. SCvæþljity. lf any provision of these T&Cs, in whole or in part, is
determined to be unenforceable, the enforceable portion of such provision
and the remainder of these T&Cs shall not be affected thereby and shall
continue to be valid and enforceable to the fullest extent permitted by law
18. No Setoff. Client is not entitled setoff against or recoup from any
amounts due or to become due from Client or its subsidiaries or affiliates
any amounts due or to become due to ZS or its subsidiaries or affiliates,
whether arising under ZS's proposal, these T&Cs, or othen¡uise.
19.
@.aieure.
ZS shall not be liable for loss or damage of any
kind resulting from delay or inability to perform the Services on account of
Client's omission, fire, explosion, labor troubles, accident, acts of civil or
military authorities, acts of God, shortage of labor or material, power
outages, compliance with governmental requests, laws, regulations,
orders or actions, unforeseen circumstances, or any other cause beyond
ZS's reasonable control.
20. Limitation of ZS's Liabilitv.
The total amount to be paid ZS for
the performance of the Services is based on the enforceability of this
limitation of liability, and Client acknowledges and agrees that ZS's
compensation would be substantially higher without this limitation of
11. Governinq Law.
These T&Cs and ZS's proposal shall be governed
by and interpreted under the laws of the State of Wisconsin, without
liability. ZS SHALL HAVE NO L¡ABILITY TO CLIENT AND
TO
regard to any conflicts of laws principles.
ANYONE CLAIMING BY, THROUGH, OR UNDER CLIENT FOR ANY
LOST PROFITS OR FOR ANY SPECIAL, CONSEQUENTIAL,
EXEMPLARY, OR ¡NCIDENTAL DAMAGES OF ANY KIND, WHETHER
12. Successors and Assiqns. These T&Cs shall be binding upon
ARISING
Client and ZS and their respective successors, permitted assigns and
legal representatives. Client may not delegate, assign, or otherw¡se
transfer any rights under ZS's proposal, these T&Cs, or with respect to
the Services without the prior written consent of ZS.
IN
CONTRACT, TORT, PRODUCT LIABILITY OR
OTHERWISE, EVEN IF ADVISED OF THE POTENTIAL DAMAGES IN
ADVANCE. IN NO EVENT SHALL ZS BE LIABLE TO CLIENT AND TO
ANYONE CLAIMING BY, THROUGH, OR UNDER CLIENT FOR ANY
LIABILITIES, ¡NJURIES, CLAIMS, LOSSES, EXPENSES, OR
DAMAGES WHATSOEVER, INCLUDING, WTHOUT LIMITATION,
commercial general liability,
ATTORNEYS' FEES, ARISING OUT OF OR IN ANY WAY RELATED
commercial automobile, workers' compensation, employers' liability, and
PROPOSAL, OR THESE T&CS, IN EXCESS OF ZS'S TOTAL FEES
AND EXPENSES FORTHE PERFORMANCE OF THE SERVICES. NO
REPRESENTATIONS, GUARANTIES OR WARRANTIES OF ANY
KIND, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIM¡TATION,
THE IMPLIED WARRANTIES OF MERCHANTABILIW OR FITNESS
13.
!3ry.
ZS shall maintain
professional liability insurance coverage, evidence of which will be
provided to Client upon request. No waiver of subrogation is allowed on
ZS's professional liability policy. Upon written request, ZS agrees to
include Client as an add¡tional insured to ZS's commercial general liability
and commercial automobile insurance policies. All of ZS's insurance
policies are subject to annual renewal, and ZS does not guarantee
continued insurance coverage beyond the respective term of each
insurance policy.
14. lndemnification.
To the fullest extent permitted by law, Client shall
indemnify and hold harmless
ZS and its members,
managers,
employees, subconsultants, agents, and affiliates from and against all
liability, damages, loss, claims, demands, citations, or costs, including,
without limitation, attorneys' fees, costs, and expenses, that may arise
out of or is in any way connected with the performance of the Services,
but only to the extent caused by the intentional or negligent acts or
omissions
of Client, its
directors, officers, managers, shareholders,
members, partners, employees, contractors/consultants (other than ZS),
agents, affiliates, or invitees to the project site.
15. No Third-Partv Beneficiaries. Neither the performance of
the
Services, nor anything contained in these T&Cs, nor ZS's proposal shall
create a contractual relationship with, or a cause of action in favor of, any
third party against ZS. The Serv¡ces are being performed solely for the
benefit of Client, and no other entity shall have any claim against ZS
because of the performance
of the Services, these T&Cs, or ZS's
proposal.
16. Entire Aqreement. These T&Cs together l,vith any wr¡tten proposal
provided by ZS shall constitute the entire understanding of the parties
concerning the Services and supersede all prior negotiations and written
Copyright @ 2015 by Ziad Salameh LLC.
TO THE SERVICES, THE PROJECT CONTEMPLATED BY ZS'S
A PARTICULAR PURPOSE, ARE MADE BY ZS IN ITS
PROPOSAL, UNDER THESE T&CS, ]N CONNECTION WITH THE
PERFORMANCE OF THE SERVICES, OR OTHERWISE, CLIENT
EXPRESSLY ACKNOWLEDGES THAT ZS HAS MADE NO IMPLIED
OR EXPRESS REPRESENTATION, GUARANTEE, OR WARRANW
WITH RESPECT TO ANY OF THE FINDINGS, RECOMMENDATIONS,
FOR
ADVICE, OR ANY OF THE SERVICES PROVIDED BY ZS.
21.
tþ¡-Nstjæ.
AS
REQUIRED
BY THE
W¡SCONSIN
CONSTRUCTION LIEN LAW, ZS HEREBY NOTIF¡ES CLIENT THAT
PERSONS OR COMPANIES PERFORMING, FURNISHING, OR
PROCURING LABOR, SERVICES, MATERIALS, PLANS, OR
SPECIFICATIONS FOR THE CONSTRUCTION ON CL¡ENT'S LAND
MAY HAVE LIEN RIGHTS ON CLIENT'S LAND AND BUILDINGS IF
NOT PAID. THOSE ENTITLED TO LIEN RIGHTS, IN ADDITION TO ZS,
ARE THOSE WHO CONTRACT DIRECTLY WTH CLIENT OR THOSE
WHO GIVE CLIENT NOTICE WTHIN 60 DAYS AFTER THEY FIRST
PERFORM, FURNISH,
MATERIALS, PLANS
OR PROCURE LABOR, SERVICES,
OR SPECIFICATIONS FOR THE
CONSTRUCTION, ACCORDINGLY, CLIENT PROBABLY WILL
RECEIVE NOTICES FROM THOSE WHO PERFORM, FURNISH, OR
PROCURE LABOR, SERVICES, MATERIALS, PLANS,
OR
SPECIFICATIONS FOR THE CONSTRUCTION, AND SHOULD GIVE A
COPY OF EACH NOTICE RECEIVED TO THE MORTGAGE LENDER,
IF ANY, 2S ICN¡ES TO COOPERATE WITH bUE¡¡T AND CLIENT'S
LENDER.
/ä$
City of Oak Creek
Meeting Date:
2115116
Recommendation: That the Common Council adopt Resolution No. 11684'021516, a
Resolution Authorizing the Rescission of 2015 General Property Taxes for the Property
located at7070 South 27th Street (Tax Key Number 737-9984-001).
Background: On July g, 2014 Stephanie Higgins (f/k/a Stephanie Benz) conveyed her
intereét in the property located at7O7O South 27th Street (Tax Key Number 737-9984-001)
("the Property") to the State of Wisconsin, Department of Transportation. On or about June
1, 2015, as part of its annual revaluation, the City issued a 2015 Notice of Changed
Assessment to Ms. Higgins for the Property. ln December 2015 the City Treasurer's Office
sent a real estate property tax bill in the amount of $7,741.68 to Ms. Higgins for the Property.
On January 7, 2016 Ms. Higgins's representative contacted City Assessor Martin Kuehn
advising tnát Ms. Higgins had not owned the Property since July 2014. On January 21,2016
the City received a request from Ms. Higgins's attorney to rescind property tax under Wis.
Stats. Sec. 74.33(1) forthe Property.
Wisconsin Statute Sec. 74.33 authorizes the City to rescind any general property tax that is a
palpable error:
74.33. Sharing and charging back of taxes due to palpable errors.
(1) Grounds. After the tax roll has been delivered to the treasurer of the
taxation district under s. 74.03, the governing body of the taxation district may
refund or rescind in whole or in part any general property tax shown in the tax
roll, including agreed-upon interest, if:
(a) A clerical error has been made in the description of the property or
in the computation of the tax.
(c) The property is exempt by law from taxation, except as provided
under sub. (2).
There was a clerical error in the description of the property, and the property is exempt by
law from tax. Ms. Higgins did not own the property as of January 1,2015, and the State of
Wisconsin, Department of Transportation is exempt from general property taxes. Under
state law, property owned by the state is automatically tax exempt. The state is not required
to report its tax exempt status to the City when it obtains title to real estate in the City.
lf the Common Council rescinds the taxes for the Property, the City Treasurer would proceed
under Wis. Stats. Sec. 74.41 to notify the Wisconsin Department of Revenue of the
rescission. The Department would then determine whether it is appropriate to charge back
or collect from each taxing jurisdiction for which taxes were collected by the City of Oak
Creek and determine the amount of the chargeback. However, a charge back is within the
discretion of the Wisconsin Department of Revenue.
Fiscal lmpact: As stated above
þy:
Reepectfully submitted:
Melissa L. Karls
City Attorney
Gorald Petercon
City Administrator
Fiscal review by:
Approved by:
Bridget
Finance Director I Com
Barþara Guckonbergor
City Treasurer
Approved by:
fl{"råU*t&*
Martin Kuehn
City Assessor
RESOLUTION NO. 11684-021516
RESOLUTION AUTHORIZING THE RECISSION OF 2015 GENERAL PROPERTY
TAXES FOR THE PROPERTY LOCATED AT 7O7O SOUTH2TIî STREET
(Tax Key Number 737-9984-001)
12nd Aldermanic District)
WHEREAS, on July 9, 2014 Stephanie Higgins f/k/a Stephanie Benz ("Higgins")
conveyed her interest in the property located at 7070 South 27th Street (Tax Key Number 7379934-001) (the "Property") to the State of Wisconsin, Department of Transportation, and
WHEREAS, prior to July 9,2014, the Property was subject to general property taxes, and
WHEREAS, the State of Wisconsin, Department of Transportation is a tax exempt entity,
and
V/HEREAS, under Wisconsin law, the State of Wisconsin, Department of Transportation
is not required to report its tax exempt status to the City of Oak Creek upon obtaining title to real
estate in the City of Oak Creek, and
WHEREAS, a 2015 real estate property tax bill was issued to Higgins for the Property,
and
WHEREAS, the issuance of a 2015 real estate property tax bill for the Property was a
palpable error in that the Property was not owned by Higgins and the Property was exempt from
taxation as of January 1,2015.
NOW THEREFORE BE IT RESOLVED by the Mayor and Common Council that it
determines that it was a palpable error for the City of Oak Creek to impose 2015 general
property taxes on the Property because the Property was not owned by Higgins and the Property
was exempt by law from taxation.
BE IT FURTHER RESOLVED that the City of Oak Creek hereby rescinds the
2015
general property taxes for the Property.
BE IT FURTHER RESOLVED that the City Treasurer be and is hereby directed to
proceed pursuant to Wis. Stats. Sec. 74.4I and request that the Wisconsin Department of
Revenue authorize the City to charge back and collect from each taxing jurisdiction for which
general property taxes were collected by the City the amount of the rescinded taxes for the
Property.
this
_
Introduced at a regular meeting of the Common Council of the City of Oak Creek held
2016.
day of
Passed and adopted
this
day
of
2016.
Approved this - day of
-,2016.
Mayor Stephen Scaffidi
ATTEST:
Catherine Roeske, City Clerk
VOTE: Ayes
Noes
-
-
City of Oak Creek
Item No.:
Recommendation: That the Common Council approves payment of the obligations as listed on
the February 9, 2016 lnvoice GL Distribution Report.
Background: Of note are the following payments
1. $6,980.00 to 911 Security (pg #1) for Fire Department video surveillance.
2. $29,974.37 to A Compass Minerals CompanV þS#2) for salt supply.
3. $90,467.1 1 to Advanced Disposal - Muskego (pg #1) for January recycling.
4. $58,124.50 to Benistar (pg #3) for retiree medical supplement payments.
5. $6,025.00 to Buelow Vetter Buikema Olson & Vliet, LLC. (pgs #3-4) for legal services.
6. $5,654.00 to Building Service lNC. (pg #4)for New City Hall furnishings.
7. $5,950.00 to Center for Public Safety (pg #4) for applicant agency fee for Fire
Department accred itation.
8. $44,060.90 to City of Franklin (pg #8) for 27th Street electrical line burial.
9. $8,360.00 to Convey Compliance Systems, LLC (pg #5) for Affordable Care Act
Reporting.
10. $297,214.90 to D.F. Tomasini, lNC. (pg #16) for Drexel and 20th Street Project.
11. $7,500.00 to Graef (pg #S) for landscape architectural services relating to Howell/Drexel
Avenue
12. $67,000.00 to Gunderson Excavating (pg #9) for demolition of city buildings.
13. $5,352.15 to Haskin & Karls (pg #9) for legal services relating to Project Badger, Lake
Vista and DrexelTown Square.
14. $5,107.32 to James Love (pg #1 1) for Tax Refund.
15. $80,840.95 to JP Morgan (pgs #1 9-24) for equipment and vehicle maintenance, travel
and training, supplies, building maintenance, dues and publications, license fees, data
lines, Verizon phone service, and legal notices.
16. $10,049.50 to Kuehne Company, lnc. (pg #11)for gate installation at Bender Park.
17. $29,375.00 to Locution Systems lNC. ( pg#11) for Fire Department's alarm system.
18. $39,482.63 to Oak Creek Water & Sewer (pg #13) for quarterly water and sewer bills
19. $10,445.92 to R.A. Smith National (pg #16) for inspection services at Drexel Town
Square.
20. $6,533.73 to Summit Commercial Fitness (pg #16) for rubber floor replacement at
Police Department's fitness room.
21 . $60,633.52 to WE Energies (pg #17) for street lighting, electricity and natural gas.
22. $10,830.00 to Wheaton Franciscan Medical Group (pg #18) for nursing services,
supplies, pre-employee physical, and Fire Department wellness exams.
23. $23,000.00 to Wilnet Engineering LLC (pgs #18-19) for lT consulting.
24.920,401 .28 to World Fuel Services, INC (pg #19) for fuel inventory.
Fiscal lmpact: Total claims paid of $1,014,663.45. Of this grand total paid, $60,792.21 will
impact the 2015 Fiscal year. The remaining amount, $953,871 .24, will impact the 2016 fiscal year.
Prepared by/F iscal Review
Respectfully submitted,
Bridget M
Finance Director/Com
City Administrator
ler
l\
City of Oak Creek
Item No.:
lL
'Recommendation: That the Common Council approves the purchase of a Braun/Ford
chassis ambulance and related equipment in the amount of $197,584 after trade-ins.
Background: After the committee (composed of fire personnel and the Maintenance
group at the Street Department) reviewed several ambulances on the market, they are
recommending a Braun ambulance with a Ford chassis. Price, service, warranty, ride
and work features were all determining factors in selecting the Braun.
Below is the price comparison between the Braun ambulance and the other option,
Horton.
Warranty
Stretcher
Ambulance
Total
Trade ln
FinalCost
s
Braun
Horton
Same
Same
16.491
$
s
$ 221,584 $
$ 124.0001 s
s
s
205.093
197.584
$
16.491
207.370
223,861
t24.000)
199.861
During this process we worked with Alderman Verhalen to research a purchase of an
available ambulance and discovered it would not be in our best interest. The vehicle had
been in an accident and some of the parts were out of warranty and older than the 2015
unit and it also had a 2013 rear box.
The purchase of this new ambulance will replace two 2003 Freightliner ambulances
Fiscal lmpact: The funds will come from the 2016 Ambulance ClP.
Prepared by:
,ilr("U
Respectfully submitted by
?'
Michael Havey
Battalion Chief
City Administrator
Approved by:
Fiscal Reviewed by:
L
Tom Rosandich
Fire Chief
ridget
Finance D
mptro
FOSTER COACH SALES, INC.
903 Prosperity Drive Street P.O. Box 700
Sterling, lllinois 61081
s F0052CI
Phone: (815)625-3276
Fax:
(800) 369-4215
(815)625-7222
Web site: www.fostercoach.com
QUOTATION
TO:
DATE:
OAK CREEK FIRE DEPT
TOOO S. 6TH STRÊET
OAK CRËEK, WI53154
ATTN: MIKE RUTZ
02109116
REFERENCE: OCFD 2016 HORTON
We are pleased lo subm¡t the follow¡ng quotation in accordance with your request and subject to the Terms and Conditions listed below and on the reverse side
hereof.
1
NET PRICE
EACH
DESCRIPTION
QTY.
2016 F55O 4X4TYPE I ONACUSTOM
HORTON CONVERSTON MODEL 623 (OEM RACEW RED)
74'' HEADROOM AND ,173" BODY
$
208,270.00
$
208,270.00
LETTERING AND STRIPING TO MATCH LAST UNITS
$
$
5,600.00
5,600.00
-2,500.00
$
$
-2,500.00
$
-4,000,00
$
-4,000.00
$
Total
$
207,370.00
WEMSA DISCOUNT
(rebate check given to customer before or after delivery)
Horton Pre-Pay Option
Full payment (208,27A) Must be recieved with-in
10 days of placed order to recieve full amount.
(Any other amount will be adjusted accordingly.)
ACCEPTED
TITLE
B
Date:
ESTIMATED DELIVERY:
ÏBD
PROPOSED
SHAWN FOSTER, REGIONAL SALES MANAGER
stnyken'
Comprehensive Quotation
Sales Account Managor
Remltto:
John Fischer
john.f¡[email protected]
Cell: 847-989-4536
Chicago, lL ô0673-3308
P.O. Box 93308
Fax:815-578-lô79
End User Shlpping Addres3
Shlpplng Addros8
1081194
OAK CREEK FIRE DEPT
TOOO S 6TH ST
OAK CREEK, W 53154
1081194
OAK CREEK FIRE DEPT
TOOO S 6TH ST
OAK CREEK, W 53154
Customor Contact
Line
#
Quantity
1.00
1
Billing Addrêss
'1081
Rsf Number
Dato
PO Number
4695888
02t03t2016
QUOTE
Item Description
Power-PRO XT
Part #
1
94
OAK CREEK FIRE DEPT
TOOO S 6TH ST
OAK CREEK, W 53154
Unit Price
Quote Typê
Roforêncê Fleld
Item Comments
Extended Price
6606000000
s1
6,491.00
s16,491.00
650ô000000
$13,581.00
$13,581 .00
Opl¡ons
1
Powêr-PRO XT
1
XPS Option
6506040000
'l
Steer Lock Option
6506038000
$616.00
$016.00
1
3 Stago lV Pole PR Oplion
650031 5000
$27ô.00
$276.00
1
Fowler 02 Bottle Holder
6500241 000
$209.00
$209.00
1
Head End Storage Flat
65001 28000
$11 1.00
$111.00
1
Equipment Hook
65001 47000
$42.00
$42.00
1
SMRT Charger Mount¡ng Bracket
6500034000
s28.00
$28.00
1
XPS Knee Gatch Bolstsr Malrss
65000031 30
$20.00
s20.00
1
Dual Vvheel Lock
60866020'10
1
PR Cot Retalning Post
6085033000
1
Power Pro Standard Components
6506026000
1
No Runner/HE 02
0054200994
1
Non Power-Load Compatible
6506029000
1
Trendelenburg
6085031000
1
No HE Section 02 Bottle
6506036000
1
English Manual
0506600000
1
120VAC SMRT Charg¡ng Kit
6500028000
1
Short Hook
6060036017
1
3
YR X-Frame Powertrain Wmly
7777881669
1
2 Yr Bumper to Bumper Warranty
7777881670
1
DOM SHIP (NOT HI, AK, PR. GM)
0054030000
1
X-RESTRAINT PACKAGE
6500001430
1
STANDARD FOWLER
65060'12003
\ote:
3HIPPING IS NO CHARGE. LEAD TIME APPROX 1G12 WEEKS.
lË slgnature
Title/Pos¡tion:
$1
,608.00
$1
,608.00
Product Total
Freioht
T¿x
$16,491.00
$0.00
Total lncl Tax & Frelqht
$16,49{.00
$0.00
Dale:
Doål Consummation: This is a quote and nol a commitment. Th¡s quote is subiecl to f¡nal cred¡t, pr¡cing, and documentation approvâ1. Legal documentation must be sign€d before
your èqulpment can be deliverod. Documentatlon wlll be provided upon completion of our rsview process and your selection of a payment schedule.
to Reciplent in connêction wilh this quote, wlthout Strykefs prlor wr¡ttôn approval, except as may be requested by law or by lawful order of any applicable government agency.
Torms: Net 30 Days. FOB orig¡n. A copy of Stryker Medical's stsndard lôrms and conditions can be obtainêd by call¡ng Stryker Medical's Customer Serv¡ce al 1-800-STRYKER.
Page 1 ol 2
GLJ
E
rrÐ
bob tretow
,Ç'r.Z¿t¿¿zrfu'z
DATE
4'14.5,3L3E!33
lúú187 S10568 KELSEY DR.
MUSKEGO WI 53150
Oak Creek Fine Rescue
Ambulance Graphic Package
lncludes:
Fleflective white stn¡ping with nef. gold inseu stnipe and
EMS stan of life - both sides
Lange Ref. blue EMS Stan of Life - roof
OCFD CnesË with ref. leËËening - both sides
oCFD/Ref' white and gold stniping/AMBUI-ANCE - nean door
Ref. AMBUI-,ANCE/PARAMEDIC UNIT- both sides
Ref. 9'l'l Decals - boch sides
Ref. uniE numbens - fnonE, rean, sides
EMS Stan of Life printed on OneWay window film - rean doons
HiVis Fled and Yellow chevnons - rean
o9/o2/ts
$
2500.oo
Customer lnformation
Oak Creek Fire Department
lan Perry
7000 South 6th Street
Oak Creek, Wl 53154
4L4-570-5620
/g¡
oakcreekwi.o
DESCRIPTION
== Chief XL 2016 Type
I
/
769" Module - 16.300 I2/3L/LS ==
REQUIRED REMAINING EQUIPM ENT PAYLOAD:
IS YOUR STATE
COMPLIANT WITH KKK CHANGE NOTICE #8
KKK CHANGE NOTICE #8 COMPLIANCE NOT REQUIRED
TYPE I - AMBULANCE - CHIEF XLI
-74"
INTERIOR HEADROOM
CHASSIS PACKAGES
CHASS|S - FORD F-550 CHASS|S,
189',WB 4 x 4
FUEL TANK FULL UPON FACTORY RELEASE
susPENstoN - LTQUtD SPRTNG
BATTERY - TWO SYSTEM - F SERIES CHASSIS
- REMOVABLE PLATES - ALUMINUM
EXTENDED
7
0.00
L
0.00
7
0.00
T
0.00
L
L24,126.OO
L
0.00
1
52,319.00
L
0.00
1
3,050.00
1.
ENGINE BLOCK HEATER - OEM PLUG
FLOOR CONSOLE - ANGLED FRONT
QTY
t
t
0.00
0.00
0.00
HEAT SHIELDS
L
0.00
HIGH IDLE SYSTEM, AUTOMATIC
t
0.00
1,
0.00
MtRRORS, EXTERTOR OEM MANUAL TELESCOPING WREMOTE & HEAT
OEM AUTO-LOCK DISABLED (cab & module doors do not auto lock or unlock)
L
0.00
RUNNING BOARDS. STAR PUNCHED DIAMOND PLATE
L
0.00
WHEEL SIMULATORS, STAINLESS STEEL WITH VALVE STEM EXTENSIONS
t
0.00
ELECTRICAL SYSTEM FEATURES
1.
0.00
L
0.00
VISTA IV MCC - PUSH BUTTON
L
0.00
VISTA IV ACP - PUSH BUTTON
1.
0.00
7
0.00
L
0.00
1,
0.00
I
0.00
ELECTRICAL SYSTEM - WELDON
V-MUX, MICRO
PROCESSOR BASED
WARNING DISPLAY - MULTIPLEX ELECTRICAL SYSTEM
DAYTIME RUNNING LAMPS - MULTIPLEX ELECTRICAL SYSTEM
MASTER CONTROL CONSOLE (MCC) - MULTTPLEX ELECTRTCAL SYSTEM
ATTENDANT CONTROL PANEL (ACP) - MULTTPLEX ELECTRTCAL
ETECTRTCAL COMPARTMENT (PDQ) - MULTTPLEX ELECTRICAL SYSTEM
SPARE CIRCUIT - MULTIPLEX ELECTRICAL SYSTEM
WIRING HARNESS CONNECTORS - MULTIPLEX ELECTRICAL SYSTEM
RADIO TIE-IN POINTS - MULTIPLEX ELECTRICAL SYSTEM
EMERGENCY MASTER SWITCH - MULTIPLEX ELECTRICAL SYSTEM
CONTROL PANEL SWITCHES - MULTIPLEX ELECTRICAL SYSTEM
MODULE POWER SWITCH - MULTIPLEX ELECTRICAL SYSTEM
MODULE DISCONNECT - MULTIPLEX ELECTRICAL SYSTEM
L
0.00
1
0.00
T
0.00
T
0.00
1.
0.00
1.
0.00
1.
0.00
L
0.00
. MULTIPLEX
L
0.00
FLASHER - MULTIPLEX ELECTRICAL SYSTEM
7
0.00
FLASHING HEADLIGHTS - MULTIPLEX ELECTRICAL SYSTEM
1
VOLTMETER
ELECTRICAL SYSTEM
1,
0.00
0.00
LOAD MANAGER-SEQUENTIAL SWITCHING SYSTEM - MULTIPLEX ELECTRIC
1,
0.00
WARNING LIGHTS SWITCH - MULTIPLEX ELECTRICAL SYSTEM
L
0.00
PARK OVERRIDE
- MULTIPLEX
ELECTRICAL SYSTEM
FRONT CLEAR DISABLE SWITCH - MULTIPLEX ELECTRICAL SYSTEM
7
0.00
CURBSIDE SCENE LIGHTS ''ON'' WITH CURBSIDE DOOR - MULTIPLEX EL
t
0.00
''ON'' WITH REAR DOORS OPEN - MULTIPLEX ELEC
DISABLE SWITCH FOR REAR SCENE LIGHTS - MULTIPLEX ELECTRICAL
DISABLE SWITCH FOR SIDE SCENE LIGHTS - MULTIPLEX ELECTRICAL
REVERSE (TRANSMTSS|ON) FUNCTTONS - MULTTpLEX ELECTRTCAL
L
0.00
L
0.00
L
0.00
7
0.00
BACKUP ALARM
L
0.00
CAMERA REAR VIEW - SINGLE SYSTEM - VISTA SCREEN
L
0.00
REAR SCENE LIGHTS
ELECTRICAL CIRCUITS
L
0.00
GROUND FAULT CTRCUTT TNTERRUPTER (GFCt)
L
0.00
INVERTER, VANNER - 1O5O WATT, #2O.1O5OCUL-DC CHARGER
L
1,403.00
LIGHT, ATTENDANT CONTROL PANEL AREA - LED - WARM WHITE
7
0.00
LtGHT, ELECTRTCAL COM PARTM ENT (pDQ)
1
0.00
LIGHT OSS COMPARTMENT - LED ROPE
L
578.00
2'' LED SURFACE MNT
1
116.00
LIGHT, SPOTLIGHT - HAND-HELD - OPTRONICS - BLUE EYE
1
724.OO
LIGHTS, INTERIOR - WHELEN MINI LED BRAKE/TURN REAR HEADPAD
LIGHT, STEPWELL - CURBSIDE DOORWAY -
1
166.00
oUTLETS, 125VAC - StX (6) TNTERTOR DUPLEX
L
228.00
oUTLETS, 12VDC - TWO (2) TNTERTOR POWERPOTNT
L
0.00
- FOUR (4)
L
118.00
RECEPTACLE SHORELINE INLET-SUPER 20 AMP, AUTO EJECT
7
0.00
SIREN, CARSON 54441 MAGFORCE
t
521.00
SIREN SPEAKERS, CAST PRODUCTS. IN FRONT BUMPER
T
276.OO
SYSTEM ACTIVE AND CHECK OUT LIGHTS - 5 MINUTES
t
0.00
LIGHTS, DOME LED (8)Tecniq
1
RADTO ANTENNA BASES
7
0.00
(147.00)
LÍGHTS, TECNTQ LED PANEL (2)CURBSTDE - ANGLED
7
0.00
EXTERIOR LIGHTING
T
0.00
/
LtGHTS, tCC /
LED CLEARANCE - ON MODUTE FRONT - TECNTQ
L
0.00
LED CLEARANCE - ON MODULE REAR - TECNIQ
t
LTGHTS, TECNTQ LED PANEL
LtGHTS, tCC
(3) STREETSTDE - ANGLED--DELETE
LtGHTS, FRONT GRTLLE - (4) WHELEN s00 SUpER LED (2-RED/2-CLEAR)
0.00
L
375.00
349.00
LIGHTS, FRONT MODULE TURN SIG - WHELEN M6 LED ARROWS AMBER
1
353.00
PRE-WI RE/PROG RAM M I NG, TOMAR PRE-EXEM PTION SYSTEM
L
233.00
M6
t
I
LTGHTS, FRONT MODULE - WHELEN
LIGHTS, REAR TAIL - WHELEN
(7)M9 - (6)RED, (L)CLEAR
LED STOP, TURN,
L
LED
& BACK-UP
LtGHTS, REAR WTNDOW-LEVEL - WHELEN (2) M9 SUPER LED - RED
LTGHTS, REAR MODULE -WHELEN
LIGHT, LICENSE PLATE LED
(2)M9 - (2)RED, (3) M6 (I)RED LED, (2)LED
SCN
L
L
474.OO
1"05.00
910.00
0.00
LtGHTS, tCC / LED CLEARANCE - ON MODULE StDE - TECNTQ
LIGHTS, INTERSECTION FRONT - WHELEN M2 SUPER LED
-
L
RED
WCLR
1
47.O0
t
1,320.0O
1
230.00
LENS
LtGHTS, StDE MODULE SCENE - WHELEN M9 - CLEAR (4)
LTGHTS, SrDE MODULE WARNTNG - WHELEN
M9 SUpER LED -
RED
WCLEAR LENS
- RED WCLEAR LENS
0.00
1
110.00
TRAFFIC ADVISOR
7
845.00
60 MINUTE TIMER
L
99.00
MODULE BODY CONSTRUCTION AND CONNECTIONS
1.
0.00
MODULE BODY CONSTRUCTION - SEAMLESS
I
0.00
AWS ALUMINUM CERTIFIED WELDERS
L
0.00
CONNECTIONS, MODULE
1.
0.00
EXTERTOR
1
0.00
PARTS - MODULE EXTERIOR
L|GHTS, TNTERSECTTON REAR - WHELEN M7 SUpER LED
MODULE FEATURES
ALUMINUM
/
7
0.00
CORROSION MINIMIZATION - MODULE
T
0.00
DOOR SKINS, OUTSIDE STORAGE COMPARTMENTS - DIAMOND PLATE INTERIOR SKINS
t
0.00
EXTERIOR COM PARTM ENTS DESIG N
1,
0.00
EXTERIOR COM PARTM ENTS, VENTING
7
0.00
EXTERIOR COMPARTMENTS, VENTING - OXYGEN STORAGE
t
0.00
EXTERIOR COMPARTMENTS - SWEEP-OUT
1
0.00
HANDLES, EBERHARD - CHROME FREE FLOATING TYPE
1.
0.00
INSULATION - POLYURETHANE SPRAY FOAM
L
0.00
I
t
445.00
SOUND DEADENING PACKAGE
THRESHOLD, STAINLESS STEEL - EXTERIOR STORAGE COMPARTMENT
SLIDING . MODULE
0.00
1,
650.00
LOWERED MODULE SIDES
1
0.00
DOORS - REAR PASSAGE
7
0.00
DOOR
CURBSIDE PASSAGE
t
0.00
HOLD-OPEN - REAR DOORS - GRABBERS
L
0.00
SWITCH DOOR UNLOCK - HIDDEN IN FRONT GRILLE AREA
7
0.00
.
FENDEREÏTES
POLISHED ALUMINUM
1
303.00
1
0.00
REAR STEP/BUMPER -FLIP-UP CENTER SECTION - STAR PUNCHED AND ANODIZED
T
0.00
RUB RAILS, ANODIZED ALUMINUM
L
0.00
7
0.00
LOCKS POWER. PASSAGE, COMPARTMENTS, KEY FOBS
MUD FLAPS,
REAR
- BLACK RUBBER FIBERGLASS REINFORCED - THREE COLOR BRAUN
STEPWELL, CURBSIDE DOORWAY
- MID
STEP AREA
LO
sroNE GUARDS, MODULE FRONT - ANODTZED DTAMOND PLATE (24" H)
1
0.00
KtcKpLATE/THRESHOLD, REAR DOORWAY - ANODTZED DTAMOND PLATE
1
0.00
TOW HOOKS, MODULE REAR
wtNDows, pAssAGE DooR - (cuRB sltDtNG, REAR
1
0.00
t
0.00
CURBSIDE COMPARTMENT
1
1,613.00
74'' HEADROOM
7
2,600.00
OUTSIDE STORAGE #1. - STREETSIDE FORWARD. OXYGEN STORAGE
OUTSIDE STORAGE #2 - STREETSIDE CENTER
1
199.00
SHELF TRACK
-
EXPOSED - OSS #2
FTXED)
1.
1.
0.00
0.00
SHELF ONE (1) rN OSS #2
T
OUTSIDE STORAGE #3 - STREETSIDE REAR. SHORT DOUBLE DOOR
0.00
1
31s.00
SHELF TRACK - EXPOSED - OSS #3--DELETE
L
sHELF ONE (1) rN OSS #3--DELETE
1
(1s3.oo)
(1s1.oo)
ouTSrDE STORAGE #4A BOARD/SCOOP, #48 wtNS|DE/OUTSTDE ACCESS
SHELF TRACK - EXPOSED - OSS #4
1
942.OO
7
279.00
SHELVES THREE (3) rN OSS #4
T
645.00
OUTSIDE STORAGE #5 - CURBSIDE FORWARD
L
552.00
1
0.00
L
0.00
L
30.00
cABtNET - LEFT WALL, UPPER REAR #1 - RESTOCKTNG HTNGE (UP)
T
289.00
- HINGED PANEL
CABINET - LEFT WALL, UPPER OVER PANEL #2 RESTOCKING HINGE
1
0.00
L
289.00
CABINET - LEFT WALL, LOWER REAR #3
L
357.00
DRAWERS - LEFT WALL - REAR ACTION AREA SHARPS AND WASTE
1
290.00
SECONDARY ACTION AREA
1,
0.00
DRAWER - SLIDE-OUT/ WRITING TABLE STREETSIDE INTERIOR
CABINET. FRONT WALL, UPPER #I--DELETE
CABINET - FRONT WALL, LOWER #3 - INSIDE/OUTSIDE ACCESS
CABINET - FRONT WALL, LOWER BELOW PDQ (SINGLE VENTED DOOR)
L
MODULE INTERIOR
/
PATIENT COMPARTMENT FEATURES
ROUNDED INTERIOR CORNERS
LATCHES CABTNET - CHROME
/ STATNLESS STEEL
LEFT WALL - ATTENDANT CONTROL PANEL
PASS
THROUGH - CAB TO MODULE
L
1,603.00
(248.00)
1
260.00
1
0.00
L
0.00
(237.00)
CABINET - RTGHT WALL, REAR W|TH (1) DOOR, tNStDE/OUTS|DE-DELETE
1
CABINET ABOVE SQUAD BENCH
L
L,2L2.OO
HEAT/A|R CONDTTTONTNG, pROATR 4X4 ACIHEAT CORE
L
0.00
ATTN SEAT - EVS H¡BAC, INTEGRAL CHILD, SWIVEL BASE
T
0.00
WHTNGED SEAT BOTTOM - STORAGE BELOW
SQUAD BENCH BASE STORAGE (COMPARTMENT #2)
1
451.00
L
0.00
SQUAD BENCH LID - WITH SHARPS AND TRASH ACCESS
L
420.00
HOLD OPENS. SqUAD BENCH LID - GAS CYLINDERS
1
0.00
CABINET CONSTRUCTION - INTERIOR - ALUMINUM
0.00
CABINET DOORS - BRONZE ACRYLIC
t
t
t
CABINETS/ WALLS - POLYCHROMATIC COATING - MARBLE STONE
L
0.00
cPR SEAT - W|DE
-
RECESSED ADJUSTABLE SHELF TRACK - CABINETS
- RAVEN BOULDER (BLACK)
0.00
0.00
L
0.00
UPHOLSTERY - SPRADLING ''ARCTIC'' CHARCOAL #9OT7
L
0.00
LONPLATE II, NON-SLIP EMBOSSED SM. GRID - GUNMETAL#424
t
0.00
couNTER TOp -
ASPTRATOR
SOLTD ACRYLTC
CLOCK
- SSCOR - WITH ELECTRTC PUMP - RECESSED
(3) 'V'STATNLESS STEEL, (3) BLACK URETHANE
/ SUCTTON
ASSTST HANDLES,
- DIGITAL- INTELLITEC 12VDC MULTI FUNCTION -
RR HDPAD
COT FASTENER - STRYKER SINGLE - CENTER POSITION
EMBLEMS
/ SIGNS - REAR PATIENT
COMPARTMENT
1
0.00
L
1.02.00
7
362.00
(7se.o0)
1.
1
0.00
EXHAUST VENTILATOR, 3-SPEED - MULTIPLEX ELECTRIC SYSTEM
L
8s.00
02 sroRAGE, (2) "D" & JUMBO "D" CYL|NDER- RECESSED SQUAD BENCH Z|CO BRA CKE'
FLOOR CONSTRUCTION- PATI ENT COM PARTM ENT, NON-WOOD COM POSITE
L
968.00
0.00
1
FLOORING - COVE
L
DELETE - GLOVE, DTSPENSER - (3) BOX - CURBSIDE ABOVE DOOR
cRAB RAtLS, L-tf 4" D|AMETER, (96") OVER COT & (64") SQ BENCH
L
0.00
(22s.oo)
L
97.00
HEADLINER - REAR PATIENT COMPARTMENT
L
0.00
rv
HANGERS - CETLTNG RECESSED - CAST PRODUCTS #1V2008-1 (4)
L
194.00
rv
WARMER - SMTTHWORKS - INSIDE (1) INTERIOR CABINET
L
643.00
oxYGEN OUTLETS (2) WALL/(1)CETLTNG - OHIO MEDICAL TYPE
L
0.00
FLOW METER, OXYGEN. THORPE STYLE
T
0.00
OXYGEN SYSTEM, ELECTRIC - MULTIPLEX ELECTRIC SYSTEM
1
0.00
PADDED EDGING PROTECTION
L
0.00
PADS, HEAD AND BACK
T
0.00
RADTO SPEAKERS, STREETSTDE (OEM RADIO FADER CONTROL)
t
1L5.00
SHARPS AND TRASH CONTAINERS - ACCESS THRU SQUAD BENCH LID
1
0.00
SQUAD BENCH FACE - VINYL FLOORING MATERIAL
7
0.00
0.00
TURTLE TILE - SKID-RESISTANT MAT, CURBSIDE STEPWELL
t
t
t
FRONT WALL CONFIGURATION
L
1,339.00
GLOVE BOX STORAGE
L
4s0.00
ASSIST HANDLE
1
66.00
/
L
0.00
DOOR PANELS - MODULE
PASSAGE DOORS - FULL LENGTH ALUMINUM .
STAINLESS STEEL WALL PROTECTION - INTERIOR STREETSIDE
PArNT
GRAPHTCS
W/ACCESS PAI\
0.00
0.00
t
0.00
CLEAR COATING - MODULE PAINT
BUFFING, PAINT - MODULE
L
503.00
L
0.00
CAB - OEM PAINT
T
0.00
PAINT MODULE ALL ONE SOLID COLOR, PLUS CLEAR COAT
L
650.00
BLACK REFLECTIVE MATERIAL IN RUB RAILS
t
0.00
DOOR REFLECTIVITY
L
0.00
KKK-A-1822 F COM PLIANCE
L
0.00
VEHICLE MANUALS
t
0.00
vEHrcLE MANUALS (r") PACKAGE SET
L
0.00
WARRANTIES
L
0.00
PPG PAINT PROCEDURE
CURRENT FORD FIN REBATE FOR 2017
Total
Subtract Line 59 Air horns -subtract S1880
Cot
(3,200.00)
204,473.OO
202,593.00
L6,49r.OO
Trade in of Freightliners
(24,000.00)
Final Cost
195,084.00
City of Oak Creek
Item No.:
lb
Recommendation: To approve the purchase of a 2013 Cat M318D wheeled excavator from BT
Equipment LLC in the amount of $194,150.
Background: The Streets, Parks & Forestry Department currently has a 1996 1085C Badger
Cruz Air which is used for ditching, culvert installation and a variety of other maintenance
projects throughout the City, This machine has served the City well over its twenty year lifespan,
but has reached the end of its useful life.
lnitially we began looking at new wheeled excavators that were equivalent to our existing unit,
pricing ranged from $260,000-$280,000, After further researÇh we discovered a number of
comparable machines in Wisconsin and the Northern lllinois area that were available for sale
from the area dealership rental and lease fleets, Many of the machines varied in hours and
condition, but all the used units for sale were significantly lower priced than purchasing a new
machine.
After demonstrating seven ditferent machines over a five month period, our selection committee
chose to pursue the purchase of a 2013 Cat M318D from BT Equipment, This decision was
based on the overall condition, hours, price, and warranty on the equipment. The unit selected
is in excellent overall condition with no dents or scrapes on the body, only 790 hours on the
machine, and a six month 500 hour power train and hydraulics warranty with an option to
purchase up to an additional years' worth of warranty, which is recommended for an additional
cost of $3925, The table below shows the details of the models that were demonstrated.
Make/Model
Caterpillar M318D
Caterpillar M318D
Caterpillar M318D
Year
2013
2014
2013
Caterpillar M318D
2013
GradallXL 3300
Liebherr 4900C
Caterpillar M320F
2015
2013
2015
Hours
790
880
1700
Condition
Excellent
Verv Good
Very Good
000
Good
0
10
0
New
New
New
1
Warrantv
6 Month
I Months
Extended Warranty
Available for Purchase
Extended Warranty
Available for Purchase
12 Month
36 Month
36 Month
Price
$1 94,1 50
$205,000
$189,000
$181,000
$263.225
$184,400
$260,000
BT Equipment has also offered the City of Oak Creek a $5000 dollar trade in allowance for the
1996 1085C Badger Cruz Air, but we recommend selling the equipment through the municipal
auction.
Fiscal lmpact: This purchase was budgeted for in the 2016 CEP for $205,000
Subm
Ted Johnson
Director of Streets Parks and Forestry
Fiscal Review by:
Prepared and Submitted by
Bridget
Finance Director/Com ptroller
City Administrator
BT Equipment, LLC
t
N9220 Donald La.
t)
Watertown, Wi. 53094
(414)333-8s11
tl28/16
City of Oak Creek
Quotation for (one) 20L3 Cat M318D Wheel
Excavator
Ser. #D8W00766-approx 790 hrs.
Cat diesel engine
Hydro station Hi-speed drive system
4 outriggers
Hydraulic extend hoe
Ca
Wayne Roy coupler system
60" ditching & 36" trenching buckets
Customer will adapt any addition items to unit
See attached
b w/heat-defroster-suspe nsion seat-A/C
for additional options
Warranty: 6mo/500 hrs. power train and hydraulic
Base Purchase price
Billed rentalcredit (S 11,666 x93%l
Balance due
5 2o5,ooo
L0,850
S 194,150
Tim Otterstatter
Carl Scherbarth
Owner
Sales Representative
ENGINE F with 716 hours on unit
3908955 P12: VA, ADVALL
3833307
ENGTNË TIER 3
I
F
illA
STACE
3640595 23 MPH HIGH AMBIENT
F
F
3613463 W|PËR, W|NDSH|EL},TOßA
3594775 PRODUCT LINK P1522
F
F
35799!2 P9: CTRL.COMB.AUX, WJOYST.Z
3561634 W|NÐ5HtËLD,70/30SPLIT
F
3547318 M318D WHEEL EXCAVATOR
3547LgI P6: VA, STICK,9'2u
t
3s47L4L P5: UCOUT. FRONT
/
3547111 CAB COMFORT PLUS
F
F
ELECTRONIC
3330120 MTRROR, VA/MH BOOM
3002280 WALKWAY, UPPËR
F
OUT. REAR
3403235 CÛNTROL, QUICK COUPLER
3375818 CONTROLLER,
F
F
Xt
F
F
F
29CI8448 SECURIW SYSTEM, MACHINE
F
2815583 VALVE, ANTI DRIFT TOOL CONTROL
2785284 ALARM, BACK-UP
I
F
265926A ïREs, MTTAS 10.00-20 DUAL
F
2549400 STEPs, TOOLBOX, UPPERCARRIAGE
2542666 L|NES, HPF/HAMMER,VA BOOM
F
F
254CI493 PATTERN CHANGER, HAND CONTROL
2540404 L|NES, QC, STTCK 9'2u
F
254CI401 LINES, MPF,9'2" STICK
F
F
25¿m398 LINES, l'lPF,9'2"
srlcK
F
2532285 HYDRAU|IC olt" MINERAL
F
(ANSI)
2532259 DECALS, NORTþI AMERICA
2529836 C0|NTEßWE|GI{T,8818 LBS
F
F
2517911 LINE5, QUICK COUPLEft, VA BOOM
2517908 LINES, MPT VA BOOM
2O562T0 BELT,SEAT2"
F
F
1884940 GUARÐ,VANDAIISM
1234801 PIN, BUCKET,ADJ
F
F
LI27T67 BATTERT HFAVY DUTY
T
8U6723 SPACER RINGS.F
OP28X4 QCCONTROL PROMO
ACHMËNT. BKf436 60" Ditching bucket
Wrlst a twist.with coupler is on the unlt
F
Ted Johnson
From:
Sent:
Tim Otterstatter <jtotter63@ gmail.com
Friday, September 18,2015 5:06 PM
lo:
Ted Johnsorr
Subject:
Ext Warranty
Attachments:
GGC Features
>
& Benefits Eligible Equipment 102014.pdf
Ted,
Here is the Ext Wamanty Plan that we talked about. in the attached you
to offer.
Please feel free to call me with any questions
o
a
6 months/750 hours / $0 Deductible
see the mâny benefits that the have
/ $250 TT&M allowance per claim
o
Powertrain
o
Poweftrain + Hydraulics -- MSRP: $1,975
12 months/1500 hours
will
ONLY -- MSRP: 81,725
/ $0 Deductible / $250 TT&M allowance per clairn
o
Powertrain
o
Powertrain + Hydraulics -- MSRP: $3,925
ONLY -- MSRP: $3,075
Thanli you,
'llim Otterstatter
BT Equipment LLC
414-333-851 I
www.btequipmentllc.qgm
1
t
1'*
ûct
ji&-
Glynn General Corporation
Key Benelìts of Glynn General Corporntion's Extended Warranty
a
Deductible's off'erecl -- S 0, $250 or $500 per claim.
a
Travel time ancl mileage of $250 allowance available per claitn * New and Usecl
a
Parts and Labor reimbursed at List Prices ancl retail shop hourly rate.
a
Reimburses warlantable repairs by payrrent with a check.
a
Remaining extencled wan'anty stays with the lnachine and is transf'erable to next owner
the equipment.
o
On New Equiprnent coverage terms range fi'orn 2 years/2000 hours to 5 years I 7500
hours, 10.000 hours terms availablc upon requests
a
On Used Equiptnent the available tenns range fì'orn 3 months / 375 hours to 2 years /
2500 hours. Hours on UseclEquipment are in addition to the existing hours cunently
registerecl to the unit. Additional hours and 3"1 year tenn available upon request.
a
Most Used Equipment that is less than 7 years old anclhas less than 7000 machine hours,
may be eligible f'or a Usecl Equipment Plan.
a
GOC offers superior administrative capabilities via the intetnet tluough our user friendly
r,vebsite at www. slynngeneral.cp¡ll.
a
GGC's website allows for':
o Immediale turnarouncl of quotes.
o Confirmation of the terms and conditions fior all available ssffice contracts.
o Efficient enrolling of units tvith autornatic invoicing.
o User fi'ienclly claims processing resulting in satisfactory claims reimbulsement.
o Account access allowing for constant monitoring of your wan"nty plCIgmm.
of
Please visit our website at lvww.glynnge"lre1.gl.copr to find a l'epresentâtive in or near your area or
contact our home oflice
aL
(912) 638-4320,
l7l Follins Lane
Saint Simons Island, Georgia 31522
May 2014
á
1*
8mt
.i"&-
Glynn Gener¿rl Corporertiorr
As of Oct 2014
Eligible Equipment for Glynn General Corporation's Ëxtended Warranty
Ag All-Terrain Vehicles & Utility Vehicles
Agricultural Equipment (selected)
Articu lated Dump Trucks
Chipper (non-forestry)
Compaction Equipment
Components - Engines, Transmissions etc.
Concrete Pumpers
Dozers
Drum rollers
Hxcavators
Forklifts/Rough Terrain
Graders
Generators / Light Towers
Horizontal Directional Drills
Hydraulic Hammers
Loader Backhoe
Mowers, Commercial
Power u nits/Generators
Screen and Crushers
Skidsteer loaders
Telescopic handlers
Tractor loaders
Tractors
Trenchers
Truck Mounted Cranes
Wheel loaders
The above lists common agricultural and construction equipment. lf your equípment is not
listed above or you have any questions, please contact us to determine if the machines is
eligible for extended warranty coverage.
Please vísit our website at www,glynngeneral.com to find a representative in or near your area
or contact our home office at (912) 638-4320.
LTL Follins Lane
Saint Simons lsland, Georgia 31522
City of Oak Creek
Item No.
rt
Recommendation: That the Common Council considers a motion authorizing the Streets,
Parks, and Forestry Director to enter into a lease to own agreement with 1st Source Bank for
$50,453.20 for a Wacker Model WL37 Wheel Loader to serve the Civic Center and Drexel Town
Square.
Background: Part
of the negotiation that led to the City's agreement to take over the care and
maintenance of the Drexel Town Square common areas was how the developer could help the
City offset some of the costs they would incur. The City's primary responsibility for maintenance
would involve plowing, sweeping, trash collection, and general care for the property. Having the
developer fund a permanent position to perform this work was not feasible, but it was felt that
funding a more tangible item such as a piece of equipment would be appropriate. Knowing the
tasks that needed to be accomplished, we began to look for a machine with enough power to
plow lots and parking areas, but small enough to fit on sidewalks and inside the new Civic
Center garage.
We felt the best piece of equipment for the job would be a compact articulating loader. The
basic criterion used to select the equipment was:
1. Equipment needed to be a minimum of 74 horse power
2. Maximum width could not exceed 60".
3. Maximum height could not exceed 96".
The proposed unit for lease is a 2014 Wacker Model WL37 Wheel Loader with only 1 99 hours a
74hp motor,61" width, and 91" height. This is the only compact loaderthat Staff found that
meet the criteria. We ended up with a pre-owned 2014 Wacker ModelWL3T Wheel Loader
because the new 2015 model stands 97" tall and would not fit into the Civic Center garage. The
attachments that come with the unit are all new.
1st Source bank will enter into a lease agreement with the City for 36 months with an interest
rate of 3.18o/o. At the end of the 36 months the City will own the Wacker Model WL37 Wheel
Loader. The City has a cooperative agreement with WisPark where WisPark will reimburse the
City for the piece of equipment and the needed attachments.
Fiscal lmpact: The monthly lease payments would be taken out of project 08019 and
reimbursed in full by WisPark over three years.
Prepared
Respectfully submitted:
Ted Johnson
Director Streets, Parks & Forestry
City Administrator
Fiscal Review by:
CMTW
Bridget M.
Finance Director / Comptroller
BT Equipment, LLC
N9220 Donald
La.
Watertown, Wi.53094
(414) 333-8s11
L/28/L6
City of Oak Creek
Quotation for (one) Wacker # WL37
2014 Ser. #3026611
Dieselengine
2-speed drives
Auxiliary frt. Hyd ra ulic's
Auxiliary Hi-Flow hydraulic's
14 pin frt. Electric's
Ca b w/ heat-defroster-wi per-suspension seat-A/C
Front hydraulic bucket coupler
84" Snow bucket
Power train warranty thru L2/3L/L6 or 1000 hrs.
Base Purchase price
Billed rentals (4mo. x S 2,t00
$ s6,ooo
al
7,8L2
93% credit)
S 48,188
Balance due
T¡m Otterstatter
Owner
Carl Scherbarth
Sales Representative
l¡ilttce.
EEunlt
Specialty Finance Group
LEASE SUPPLEMENT NO.T2
TO MASTER EQUIPMENT LEASE AGREEMENT
(FOr BAnk USe Only) between lst SOLJRCE BANK,
This tæase Supplement ("supplemenf') entered into on
("LESSOR')
and CITY OF OAK CREEK, with ofüces at 8040 S 6û
46601
Bend,
Indiana
Floor,
South
Michigan
Street,
3'd
with offices at 100 North
St, Oak Crcek, 1y¡ 53154 C'LÈSSEE') pursuant to the terms of a Master Equipment Lease Agreement ("Agreement') dated February 19,2015,
between LESSOR and LESSEE.
The terms and conditions of the Agreement are hereby incorporated by reference in this Supplementp. Capitalized terms used in this
Supplement f,2 which are not defìned herein shall have the meanings given to them in the Agreement, Pursuant to the Agreement and this
Supplement fi!, LESSEE hereby leases from LESSOR the Equipment listed in Exhibit D to the Agreement.
1.
Location: Equipment will
.<cD \tU - R^
be kept at the following addresses:
-,20rc
.0^l
(Street Address)
\5
(Cíty, State, and
Zþ
Except for periods when used by LESSEE in the normal conduct of its business away from such address. Otherwise, Equipment will not be relocated
without the written consent of LESSOR.
2,
?ß16
Term: The lease term for the Equipment commences on
(For Bank Use Only)
and shall expire on
,2019 (For Bank IJse Only) ("Expiration Date"). LESSOR shall
have the option to terminate LESSEE's
rights to the Equipment at an earlier time in the event of default by LESSEE, LESSEE shall have no right to terminate the lease of
the equipment. At the termination or Expiration Date, LESSEE agrees to return all Equipment to LESSOR'
3
Lease Payment. LESSEE shatl pay LESSOR, without deduction or setoff, at LESSOR's office, or to such other person or at such
other plaòe as LESSOR may designaæ in writing, the total lease payments for the Equipment of FIFTY THOUSAND FOUR
HUNDRED FIFIY TWO DOLLARS AND 201100 ($50,452.20) in: Thirty Six consecutive monthly installments of ONE
THoUsANDFoURHUNDREDoNEDoLLARsAND45/1o0($1,401.45)each,beginningon-,20l6(For
and continuing on the same day of each consecutive periodic interval thereafter until paid in
taxes or assessments made pertaining to Equipment as the same come due.
Bqnk IJse Onty)
4.
use
Option to Purchase: LESSEE ,hull huu" the option to purchase the Equipment at any time according to the terms of the Master
Equipment tæase Agreement, The purchase price on the Lease Maturity Date will be One Dollar ($1.00), plus any ofücial fees
and taxes related to the purchase or transfer.
LESSOR
LESSEE
lst SOURCE BANK
CITY OF OAK CREEK
By:
Name:
full, plus any
Name:
€
Municipal Lease - Lease Supplement & Exhibits 3l5ll4**CITY OF OAK CREEK**REVISED
a¡iltr!Ê,
EEunk
EXHIBIT A
RBSOLUTION OF GOVERNING BODY EXTRACT OF'MINUTES
Lessee:
Date
CITYOFOAK CREEK
of
Agreement:
February 19,2015
AtadulycalledmeetingofthegoverningbodyofLesseeheldon-thefollowingresolutionwasintroducedand
adopted,
WHEREAS the governing body of Lessee has determined that a true and very real need exists for the acquisition of the Equipment described in the
Master Equipment læase Agreement ("Agreement") and Lease Supplement f,l with lst Source Bank presented to this meeting; and
WHEREAS, the goveming body of Lessee has taken the necessæy steps, including any legal bidding requirements, under applicable law to arrange for
the acquisition of such Equipment.
BE IT RESOLVED, by the governing body of Lessee that the terms of said Agreement are in the best interests of læssee for the acquisition of such
Equipment, and the gòverning body of Lessee designates and confirms the following persons to execute and deliver, and to witness (or attest),
respectively, the Agreement and any related documents necessary to the consummation of the transactions contemplated by the Agreement.
FURTTIERMORE BE IT RESOLVED, that the governing body of Lessee hereby represents that the reasonably anticipated amount of qualified taxexempt obligations which have been and will be issued by the Lessee does exceed $10,000,000.00 for the calendar year within which this Agreement
is not to be "qualified tax-exempt obligation" pursuant to Section 265 (b) (3) of the Internal Revenue Code.
By:
By:
Name:
Namel
Title:
Title:
The undersigned further certifies that the above resolution has not been repealed or amended and remains in full force and effect and further certifies
that the above and foregoing Agreement is the same as presented at said meeting of the governing body of Lessee'
SEAL:
By:
Name:
Title: Secretary / Clerk
Date:
Municipal Lease - Lease Supplement & Exhibits 3l5ll4 **CITY OF OAK CREEK**REVISED
BXHIBIT B
OPINION OF LESSEE'S COUNSEL
(Pleøse
læssee:
furnísh ín this form on Attorney's l*tterhead)
CITY OF OAK CREEK
Date of
Agreement: February 19, 2015
Gentlemen:
have examined duly executed originals of the Master Equipment læase Agreement ("Agreement") dated February 19, 2015'
between l,essee and lst SOURCE BANK ("Lessor"), and based upon the examination and upon such other examination as
have deemed necessary or appropriate, I am of the opinion that:
As counsel for Lessee,
and læase Supplement
I
I
p
L
læssee is a public body corporate and politic, legally existing under the laws of the State of Wisconsin.
2.
The Agreement has been duly authorized, executed and delivered by læssee, pursuant to constitutional, statutory and/or home rule
provision which authorized this transaction and the attached Resolution.
3.
The Agreement is a legal, valid and binding obligation of Lessee, enforceable in accordance with its terms. In the event the Lessor obtains
pay
a judgment against Lessee in money or damages, as a result of an event of default under the Agreement, læssee will be obligated to
judgment.
such
4.
Applicable public bidding requirements have been complied with'
5.
To the best of my knowledge, no litigation is pending or threatened in any court or other tibunal, state or federal, in any way questioning
or affecting the validity of the resolution or the Agreement,
6,
The signatures ofthe officers ofLessee which appear on the Agreement are true and genuine; I know said officers and know them to
hold the offices set forth below their names.
Municipal Lease - Lease Supplement & Exhibits 3l5ll4 **CITY OF OAK CREEK**REVISED
l¡iltttÊ.
EEunlr
EXHIBIT C
CERTIFICATE OF LESSEE
TIIE LINDERSIGNED, duly authorized representative of the named Lessee under the certain Master Equipment L¡ase Agreement ("Agreement")
dated February 19,2015 and Læase Supplement € with lst SOURCE BANK as Lessor hereby certifies as follows and in accordance with the
requirements of the Agreement. Capitalized terms used herein have the same meaning as in the Agreement.
A.
INCUMBENCY OF OFFICERS AND SIGNATURES:
I hold the position noted under my signature, and I have all authority necessary to execute and deliver this Certifìcate. The following officers
of the tæsiee are duly elected or appoinæd, and the signatures opposite their names are fue and correct, and where required, have been filed
with the appropriate ofûcials of the State:
By:
By:
Name:
Name:
Title:
Title:
B.ESSENTIAL USE:
l.
The Equipment
will
be used by the following governmental agency department for the specific purpose of:
2.
The Equipment is essential for the functioning of the Lessee and is immediately needed by the Lessee. Such need is neither temporary nor
expected to diminish during the l¿ase Term. The Equipment is expected to be used by the Lessee for a period in excess ofthe Lease
Term.
3,
Funds are expected to come from the
c.sEcTIoN
1
Fund of the Lessee,
26s(B) (3) MATTERS:
(c)
Lessee (a) maintains a register or list of exempt govemment obligations, (b) files when required Form 8038G or Form 8038GC, and
is
year,
agreement
including
the
current
calendar
date
in
the
issued
to
government
obligations
therefore can certify thaithe total exempt
less than $10,000,000.00'
This Certificate is based upon facts, circumstances, estimates and expectations of the Iæssee as of the date on which the Agreement was executed, and
to the best of my knowledge and belief, as of this date, such facts, circumstances and estimates are true and correct and such expectations are reasonable.
IN TWITNESS WHEREOF, I have executed and delivered this certificate as of
2016.
CITY OF OAK CREEK
WITNESS
By:
By:
Name:
Title:
-,
Name:
Title:
Municipal Lease - Lease Supplement & Exhibits 3l5ll4**CITY OF OAK CREEK**REVISED
EXHIBIT D
DESCRIPTION OF' THE EQUIPMENT
EQUIPMENT: One (l) Wacker Model WL37 Wheel Loader s/n 3026611
EQI.IIPMENT LOCATION:
CITYOFOAKCREEK
By:
Name:
Title:
Date:
Municipal Lease - Lease Supplement & Exhibits 3l5l|4 **CITY OF OAK CREEK**REVISED
EXHIBIT E
TAX COVENANT
TAX COVENANT. It is the intention of the Lessee, CITY OF OAK CREEK, and the læssor, lst
SOL]RCE BANK, under the certain Master
#2
the interest portion of the Rental Payments
that
Lease
Supplement
2015,
and
("Agreement")
February
19,
dated
Agreement
Equipment Lease
reåeived by the Lessõr be and remain exempt ftom federal income taxation. Lessee covenants that it will øke any and all reasonable action necessæy
to maintain the exemption ftom federal incõme taxation of the interest portion of the Rental Payments, and that it will not intentionally perform any
act or enter into any ãgreement or use or permit the use of the Equipment or any portion thereof in a manner that shall have the effect of terminating
the exemption from feãeral income taxation of the interest portion of the Rental Payment, including (without limitation) leasing all or any portion of
the Equþ'ment or contracting to a third party for the use or oþeration of all or any portion of the Equipment if entering into such lease or contract would
have such effect.
CITY OF OAK CREEK
Name:
l¡fltrÊe,
EEunlr
EXHIBIT
F'
INSURANCE COVERAGE REQUIREMENTS
TO:
lst SOURCE BANK ("Lessot'')
FROM:
CITY OF OAK CREEK
SUBJECT: Insurance Coverage Requirements
1.
In accordance with the terms of the Master Equipment Lease Agreement ("Agreement"), dated February 19,2015, and Lease Supplement
2016 (For Bønk Use Only) we have instructed the insurance agent named
p, between Lessee and Lessor, dated
--'
below (please provide the below ínsurance contact information);
Name)
(Agency Phone Number)
(Agency Fax Number)
(Agency E-mail Address)
(Agency Contact Name)
to issue:
a)
All Risk physical Damage Insurance on the
Clause naming lst Source Bank
leased equipment evidenced by a Certificate of Insurance and Long Form Loss Payable
as loss payee'
Coverage Required: Full Replacement Value
b)
public Liability Insurance evidence by a Certificate of Insurance naming lst Source Bank and/or its assigns as an Additional Insured.
Minimum Coverage Required:
1,000,000.00 aggregate bodily injury liability
$1,000,000.00 property damage liabilitt
$
2.
3.
o*
pursuant to paragraph 5.0 of the Agreement between læssee and Lessor dated February 19,2015 and Lease Supplement p, we are selfform together with a copy
insured for all ris=k, þhysical damagã, and public liability and will provide proof of such self-insurance in letter
of the statute authorizing this form of insurance.
proofofinsurance coverage will be provided prior to the time that the equipment is delivered to us.
CITYOFOAKCREEK
By:
Name:
**CITY OF OAK CREEK**REVISED
Municipal Lease - Lease Supplement & Exhibits 3t5ll4
l¡ûurÊe,
EEunlt
EXHIBIT G
DELIVERY RECEIPT
TOLESSOR: IstSOURCEBANK
RE:
CITYOFOAKCREEK
tn accordance with the terms of the Master Equipment Lease Agreement ("Agreement") dated February 19, 2Q15, and
tæase Supplement p between ("Lessor"), and the undersigned ("Iæssee"), Lessee hereby certifies and represents to, and agrees with, læssor
1.
as
follows:
as suchtermis definedin theLease, hasbeen delivered and/orinstalledattheEquipmentLocation speciñedintheattached
Description of the Equipment and accepted on the dated indicated below'
TheEquipment,
Delivery Date:
2.
Lessee has conducted such inspection and/or testing of the Equipment as
that it accepts the Equipment for all purposes.
3.
No Event of Default, as such term is defined in the læase, and no event which with notice or lapse of time, or both, would become an
Event of Default, has occurred and is continuing at the date hereof'
it
deems necessary and appropriate and hereby acknowledges
Lessee: CITY OF OAK CREEK
By:
N
l¡ilItcê,
EEmlr
EXHTBIT H
Principle Amount: $48,188.00
Date of Lease
Supplement:
Due
Pavment
Date
,2016 (Fot Bønk Use Only)
Pavment
Principal
blescf
Balance
SEE ATTACHED PAYMENT SCHEDULE
FOR INFORMATIONAL PURPOSES ONLY
SCHEDULE WILL YARY DEPENDING ON RECEIPT OF PAYMENT
Commencement Date:
2016
(For Bønk Use Only)
lnterest Rate: 3.187o
CITY OF OAK CREEK
Title:
Municipal Iæase - tæase Supplement & Exhibits 3l5ll4*xClTY OF OAK CREEK**REVISED
Prepared by:
lnfoAnaly¡l¡
lst Source gank
Payment Amorthatlon
213120L6
R.port
tll€ Namó:
9t45
3248377142,1adx
customer: City ofOak cr€sk3248377
lnt.r.¡t Rrl.r 3.1800f/
Prlnclpal
Balanc6
lnter€st
0 46,786.55
Ac€ru€d
123.98 45,509.08
120.6 44,228,23
123.98
117.2 42,943,98
113.8 41,656.33
tt7,2
110.39 40,365,27
106.97 39,O70,79
110.39
r,294,48
t,401..45
!,297,9t
103.54 37,772.a4
0
L,40t,45
1,301,35
100.1 36,47r.52
103.54
100.1
39,070.79
37,772,88
0
36,47r,52
t,40t,45
1,304.80
96.65
t,401.45
1,308.26
96.55 35,t66,72
93.19 33,858.46
0
0
33,858,45
PêT
Date
Psyment
Prlnclpal
0
212120L6
1,401.45
1,401.45
I
L,40t,45
1,277,47
1,401,45
1,280,85
3
3l2l2ot6
4l2l2ot6
sl2120t6
1,401.4s
1,284,25
4
61212ot6
L,407.45
t,247,65
5
7l2l2ot6
1,401.45
1,291.06
6
81212ot6
1,401.45
7
8
91212076
Lol212oL6
tu2l20L6
t2l2l2ot6
z
9
10
20t6
15¡15.95 1+329,54
lntere3t
0
120,6
113.8
106.97
93,19
Ll2l20t7
1,401.45
L,3t1,73
89.72 32,546.74
89,72
1,2
21212ot7
1,401.45
L,375,20
86,25 3t,231,53
86.25
1,318.69
a2.76
t4
41212077
!,40r,,45
1,322,LA
82,76 29,9!2,a5
79,27 28,590,66
15
1,401.45
1,325.69
75,76 27,264,98
75,76
1,40t,45
1,329,20
72,25 25,935.78
72,25
77
sl2l2oL7
6l2l20Ll
7 l2l2oL7
1,401.45
t,332,72
18
81212oL7
1,336,25
68,73
65.2
19
sl212ot7
1,401.45
,,,407,45
68,73 24603.06
6s.2 23,266,A1
20
LOl2120L7
1,401,45
1,343.34
61.66 2t,927.O1
58.11 20,583.67
61.66
58.11
21
22
Lll212oLt
L,40L,45
1,346.90
54.55 19,236,76
54.55
t2l2l2ot7
t,40L,45
t,350,47
50.98 !7,886,29
50.98
16
31212077
2017
1,40r,,45
1,339,79
16,8t7,40 1s,972,17
79,27
47,4
1,l2l20t8
1,401.45
1,354.05
24
21212018
L,AOL.45
3l212or8
1,401.4s
47,4 16,532,24
43.81 15,L74.60
40,2t 13,813.36
43.87
25
t,357,64
t,361,24
26
.41212078
t,40t,45
1364.85
35.6 72,MA,52
36.6
27
1,401.45
1,368.46
32.99 11,080.05
32.99
28
sl2l2OL8
6l212or8
1,401.45
t,372,09
29,36
9,707,97
29,36
29
7l212oL8
7,401,45
1,375,72
25,73
a332,24
25,73
30
1,401.45
7,379,37
22.08
6,952,47
22,08
31
8l2l2oL8
s/2l2oL8
1,401.45
1,383.03
78.42
5,569.8s
18,42
32
Lo/212018
,,,407,45
1,386.69
74,76
L4,75
33
LLl212oL8
t,40r.45
1,390.36
11.09
4,183.16
2,792,79
34
L2l212oL8
1,401.45
1,394.05
7.4
\39A,14
7,4
35
Ll2l20t9
2019
Totals
40.27
11,09
Bal
Net Ealancc
0
0
0
0
0
0
0
46,786.55
45,509,08
44,22A,23
42,943,98
41,655.33
40,365.27
35,r.56,72
0
0
0
o
o
o
0
0
0
0
o
o
32,546,74
31,231.53
29,912.85
28,590.56
27,264,98
25,935.78
24,603,05
23,266,8t
2r,,921,O1
2q583.67
79,236,76
!1,886.29
o
0
0
o
0
o
o
o
0
0
o
0
L6,532,24
15,174.60
13,813.36
t2,44A,52
11,080.05
9,707,97
aþ32.24
6,952.47
5,569.85
4,183.16
2,792,79
1,398.74
329,85
t6,8t7.40
r5,487.55
329.8s
7,402,45
L39A.74
3,77
1,¡t02.45
1,398,74
3,7t
?,7t
2,265.20
2,265.2O
50,453.20 48,188.00
lnt
845.23
845.23
23
2018
Accrued
1,086,41
1,086.41
11
13
veßlon 8.2
Compoundln¡! MonthlY
0
3.71
0
0
UCC FINANCING STATEMENT
FOLLOW INSTRUCTIONS
A. NAME & PHONE OF CONTACT AT FILER (optionâl)
Phone: 800-331 -3282 Fax:. 818-662-4141
B. E-MAIL CONTACT AT FILER (optional)
C. SENDACKNOWLEDGMENTTO:
(Name
andAddre..) 10450 - 1ST SOURCE
Direct services
F""
' 330 N. Brand Blvd
suite
$2365719
700
WISC
Glendale, CA 91203
IJ
-l
USE ONLY
E ABOVE SPACE IS FOR
File with: Dept of Financial lnstitution'
part oflhe lnd¡vidual Debtofs
part
if
any
Dobtor's
name);
ofthe
any
or
abbrevlate
modlry'
(use
do
not
omit,
(la
exact,
tull
nams;
glg
lb)
namo
or
Dôbtor
1. DEBTOR'S NAME: Provide only
and provlde the hdlvidual Debtor lnformation in ltem lO ofthe Flnancing Sùatement Addendum (Fom UCCfAd)
name r¡vlll not fit in llno 1b, leavo all of item 1 blank, check here !
WL --
1a,
CITY OF OAK CREEK
OR
1b. INOIVIDUAL'S SURNAME
ADDRESS
AODTTTONAL NAME(SylNlTlAL(S)
ctw
SÎATE
POSTAL CODÉ
WI
Oak Creek
8040
2.
FIRST PERSONAL NAME
53154
part of ths Debto/s namo); lf any Part ofthe lndlvldual Debto/s
Provide only one Debtor name (2a or 2b) (use exact, full namg; do not omit' modiry, or abbrsv¡ate any
Flnanclng statement Addendum (Fom UCCIAd)
1o
oflhe
ln
item
lnformauon
provlde
Debtor
ths
lndividual
and
here
2
blank,
check
name will not fit ln llne 2b, lsave all of ¡lem
DEBTOR'S NAME:
I
NAME
OR
3.
2b. INDIVIDUAL'S SURNAME
FIRSI PERSONAL NAME
ADDTTTONAL NAME(SylNlTlAL(S)
CITY
STATE
Secursd
Provide
NAME of ASSIGNEE of ASSIGNOR SECURED
SECURED PARTY'S
POSTAL CODE
name (3a or
3a.
1st Source Bank, Construction Equipment Division
OR
3b. INDIVIDUAL'S SURNAME
ADDRESS
FIRST PERSONAL NAME
ADDTTTONAL NAME(SylNlTlAL(S)
ctw
STATE
-
POSTAL COOE
USA
46624
IN
South Bend
SUFFIX
4. COLLATERAL: This financing statoment covers the followlng collateral:
(9248377') One (1) Wacker Model WL37 Wheel Loader s/n 302661 1
to the E9uiPment' (ii) all present
ìun"ü.rèr o'r ñorirìväntory of thãðustomer(collectively, the "Equipment"), plus (i) all logs, records and manuals relating
pãrt's, repa¡rs,äo¿itiond,àòcess¡ón's, sub'stitutio-ns, exchangesand replacements identified with or relating to the
and future attachments,
service or
".."..ãr¡ðà,
anã t turá lignti or'custbmer relatíng to the_ phy.sical condition of the Equipment, including under any waranties,
eóù¡ôrént; (iii) a¡ present
insrran"e poÏcies; (¡v) ál present or future rights of customer.in connection with the use and/or
måìnîànànó,ì ágreéments,
(i) throush
"toraõãâóieär"ñtJoi
trrÌiã pà*v ,rneiany t""rä, rentai àgieerient or license; anð (v) proceeds or the Equipment and a,nv.of
äpilätiä.'j¡ tñã Èõrìpr"åruîãñv
tiài"r"iöt ån ¡ntereäiinLny reä.e, rental agréemànt, license ór other form of chattel papei in respect of the Equipment shall violate the rights
Ail.'äñv
of the secured party.
5. Check
6a.
tf
CheokÐE
and
ch€ckSlyone þox: Collåteral¡9
applicable and chsck
qly
ln a Trust
it6m
l7
and
adm¡nlsterod
Ch€ck
ono box:
qly
Ll€n
A Debtor ls
Publ¡c-Flnance
7. ALTERNATIVE DESIGNATION (lf appllcabl6):
Lessee/Lossor
8. OPTIONAL FILER REFERENCE DATA|
52365719
3248377
a
if appl¡cable and ch6ck
Ballss/Bailor
Ð!y
one box:
Non-UCC
Lic€n9es/Liconsor
PMNI
Pßpared by CT Llen Solullons, P.O. Box 29071,
FtLtNG OFFICE COPY
-
UCC FINANCING STATEMENT (Form UCCI) (Rev, 04/20/11)
Glondale, CA 9'1209-S071 Tel (800) 331-3282
INVOICE
1st SOURCE BANK
100 N. Michigan Street
South Bend, lN 46601
OF OAK CREEK
INVOICE DATE: February 3, 2016
ACCOUNT # app# 3248377
s 6th st
Creek,
Wl
53154
1
ADVANCE PAYMENT
TAX ON ADVANCE PAYMENT (exemPt)
1
DOCUMENTATION FEE
1
AMOUNT
DESCRIPTION
QUANTITY
$1,401.45
$o.oo
$300.00
$1.701.45
SUBTOTAL
$1,701.45
PAYT¡.IIS AMOUNT
Questions concerning this invoice?
Call:
RaquelHoldgrafer
(574) 235-2092
MAKE ALL CHECKS PAYABLE TO:
1st Source Bank
P.O. Box 783
South Bend, lN 46624
THANK YOU FOR YOUR BUS"VESS'
g03g-GG
Form
Informatlon Return for Small Tax-Exempt
Governmental Bond lssues, Leases, and Installment Sales
(Rev. January 201 2)
Þ
Department of the Trêasury
lntemal Revenuo Sgrvlce
Patt
OMB No. 1545-0720
Under Intemal Revenue Codo 86ct¡on 149(o)
of the lssue is $100,000 or
Caution: /f tñe lssue
use Form 8038-G.
I
number (ElN)
nare
and street (or P.O. box if mail
4
City, town, or post
state,
5
codê
or other employeE of
person
or
the IRS may
Report number (For
numbsr of oficor or lsgal
moro
8a
I
lssue price of obligation(s) (see instructions)
lssue date (single issue) or calendar date (consolidated). Enter date in mm/dd/yyyy format (for
example, 01 /01 /2009) (see instructions) Þ
Amount of the reported obligation(s) on line 8a that is:
For leases for vehicles
For leases for office equipment .
For leases for real property
For leases for other (see instructions) .
For bank loans for vehicles
For bank loans for office equipment
For bank loans for real propertY.
For bank loans for other (see instructions)
Used to refund prior issue(s)
I
Representing a loan from the proceeds of another tax-exempt obligation (for example, bond bank)
9¡
b
9
a
b
c
d
e
r
I
h
9a
9b
9c
9d
9e
9f
9q
th
9i
9k
k Other
10
lf the issuer has designated any issue under section 265(bXgXBXiXlll) (small issuer exception), check this box
l1
lf the issuer has elected to pay a penalty in lieu of arbitrage rebate, check this box (see instructions)
Vendor's or bank's name:
12
t3
.
and statoments, and to
lssusr's roturn lnlormatlon, Eg necesgary to
oxamined this rsturn and
that I consent to ths IRS'S
Signature
and
Consent
Paid
Preparer
Use Only
Use OnM
ora
one: a
Part Il
8a
addross)
not
thls
have
Ðñtfrype
preparer's nanie
General lnstructions
Section references are to the lnternal Revenue
Code unless otherwise noted'
What's New
The IRS has created a page on lRS.gov for
information about the Form 8038 series and
¡ts instructions, at www.lrs,govlform8038.
lnformation about any future developments
affecting the Form 8038 series (such as
legislation enacted after we release it) will be
posted on that page.
Purpose of Form
Form 8038-GC is used by the issuers of taxexempt governmental obligations to provide
the IRS with tho information required by
section 149(e) and to mon¡tor the
requirements of sections 141 through 150.
Typo or prlnt name and tltlo
Dale
Signaturs of lssuer's authorizod representatlvo
Preparer's slgnature
Who Must File
lssuers of tax-exempt governmental
obligations with issue prices of less than
$100,000 must file Form 8038-GC.
lssuers of a tax-exempt governmental
obligation with an issue price of $100,000 or
more must file Form 8038-G, lnformation
Return for Tax-Exempt Governmental
Obl¡gations.
Flllng a soparate retum for a eingle issue.
lssuers have the option to file a separate
Form 8038-GC for any tax-exempt
governmental obligation wlth an issue price
of less than $1 00,000.
An issuer of a tax-exempt bond used to
finance construction expenditures must file a
separate Form 8038-GC for each issue to give
notice to the IRS that an election was made to
Cat. No.641088
Date
check
n
if
self-employed
PTIN
pay a penalty in lieu of arbitrage rebate (see
the line 11 instructions).
Fillng a consolidated retum for multlple
lssues. For all tax-exempt govêrnmental
obligations with issue prices of less than
$100,000 that are not reported on a separate
Form 8038-GC, an issuer must file a
consolidated information return including all
such issues issued within the calendar year.
Thus, an issuer may file a separate Form
8038-GC for each of a number of small issues
and report the remainder of small issues
issued during the calendar year on one
consolidated Form 8038-GC. However, if the
issue is a construction issue, a separate Form
8038-GC must be filed to give the IRS notice
of the election to pay a penalty in lieu of
arb¡trage rebate.
Form
(Rov.1-2012)
Form 8038-GC (Rev,
1
When To File
To file a separate return for a single issue, file
Form 8038-GC on or before the 1 5th day of
the second calendar month after the close of
the calendar quarter in which the issue is
issued.
To file a consolidated return for multiple
issues, file Form 8038-GC on or before
February 1Sth of the calendar year following
the year in which the issue is issued.
Late filing. An issuer may be granted an
extension of time to file Form 8038-GC under
section 3 of Rev. Proc. 2002-48,2002-37
l.R.B. 531, if it is determined that the failure to
file on time is not due to willful neglect. Type
or print at the top of the form, "Request for
Relief under section 3 of Rev. Proc, 2002-48."
Attach to the Form 8038-GC a letter briefly
stating why the form was not submitted to the
IRS on time. Also indicate whether the
obligation in question is under examination by
the lRS. Do not submit copies of any bond
documents, leases, or installment sale
documents. See Where Io F/e next.
Where To File
File Form 8038-GC, and any attachments,
with the Department of the Treasury, lnternal
Revenue Service Center, Ogden, UT84201'
Private delivery services. You can use
certain private delivery services designated by
the IRS to meet the "timely mailing as timely
filing/paying" rule for tax rêturns and
payments. These private delivery services
include only the following:
r
eage
-20121
DHL Express (DHL): DHL Same Day Service.
.
Federal Express (FedEx): FedEx Priority
Overnight, FedEx Standard Overnight, FedEx
2Day, FedEx International Priority, and FedEx
lnternat¡onal First.
r United Parcel Service (UPS): UPS Next Day
Air, UPS Next Day A¡r Saver, UPS 2nd Day
Air, UPS 2nd Day Air A.M., UPS Worldwide
Express Plus, and UPS Worldwide Express.
The private delivery service can tell you
how to get wr¡tten proof of the mailing date.
Other Forms That MaY Be
Required
For rebating arbitrage (or paying a penalty in
lieu of arbitrage rebate) to the Federal
Government, use Form 8038-T, Arbitrage
Rebate, Yield Reduction and Penalty in Lieu
of Arbitrage Rebate. For private activity
bonds, use Form 8038, lnformation Return for
Tax-Exempt Private Activity Bond lssues.
For a tax-exempt governmental obligation
with an issue price of $100,000 or more, use
Form 8038-G.
Rounding to Whole Dollars
You may show the money items on this return
as whole-dollar amounts. To do so, drop any
amount less than 50 cents and increase any
amount from 50 to 99 cents to the next higher
dollar.
Definitions
Obligations. This refers to a single taxexempt governmental obligation ¡f Form
8038-GC is used for separate repoding or to
multiple tax-exempt governmental obligations
¡f the form is used for consolidated reporting,
Tax-exempt obligatlon. This is any obligation
including a bond, installment purchase
agreement, or financial lease, on which the
interest is excluded from income under
section 103.
Tax-exempt governmental obligatlon. A
tax-exempt obligation that is not a pr¡vate
activity bond (see below) is a tax-exempt
governmental obligation. This includes a bond
issued by a qualified volunteer fire department
under section 150(e).
Prlvate actlvity bond. Th¡s includes an
obligation issued as part of an issue in which:
. More than 1 070 of the proceeds are to be
used for any private activity business use, and
. More than 10% of the payment of principal
or ¡nterest of the issue is either (a) secured by
an interest in property to be used for a private
business use (or payments for such property)
or (b) to be derived from payments for
property (or borrowed money) used for a
private business use.
It also includes a bond, the proceeds of
which (a) are to be used to make or finance
loans (other than loans described in section
1 41 (cX2) to persons other than governmental
units and (b) exceeds the lesser of 5% of the
proceeds or $5 million.
lesue. Generally, obligations are treated as
part of the same issue only if they are issued
by the same issuer, on the same date, and as
part of a single transaction, or a series of
related transactions. However, obligations
issued during the same calendar year (a)
under a loan agreement under which amounts
are to be advanced periodically (a "drawdown loan') or (b) w¡th a term not exceeding
270 days, may bê treated as part of the same
issue if the obligations are equally and ratably
secured under a single indenture or loan
agreement and are issued under a common
financing arrangement (for example, under the
same official statement periodically updated
to reflect changing factual circumstances).
Also, for obl¡gations issued under a drawdown loan that meets the requirements of the
preceding sentence, obligations issued during
different calendar years may be treated as
part of the same issue if all of the amounts to
be advanced under the draw-down loan are
reasonably expected to be advanced within 3
years of the date of issue of the first
obl¡gation. Likewise, obligations (other than
pr¡vate act¡vity bonds) issued under a single
agreement that is in the form of a lease or
inètallment sale may be treated as part of the
same issue if all of the property covered by
that agreement is reasonably expected to be
delivered within 3 years of the date of issue of
the f¡rst obl¡gation.
Arb¡trage r6bate. Generally, interest on a
state or local bond is not tax'exempt unless
the issuer of the bond rebates to the United
States arb¡trage profits earned from investing
proceeds of the bond in higher yielding
nonpurpose investments. See section 148(f).
Conetructlon isgue. This is an issue of taxexempt bonds that meets both of the
following conditions:
2
1. At least 75% oi the available construction
proceeds of the issue are to be used for
construction expenditures w¡th respect to
property to be owned by a governmental unit
or a 501 (cX3) organization, and
2. All of the bonds that are part of the issue
are qualified 501(cX3) bonds, bonds that are
not pr¡vate activity bonds, or private activity
bonds issued to finance property to be owned
by a governmental unit or a 501(c)(3)
organizat¡on.
ln lieu of rebating any arbitrage that may be
owed to the United States, the issuer of a
construction issue may make an irrevocable
election to pay a penalty, The penalty is equal
lo 1-112o/o of the amount of construction
proceeds that do not meet certain spending
requirements. See section 148(0(4XC) and the
lnstructions for Form 8038-T,
Specific lnstructions
ln general, a Form 8038-GC must be
completed on the basis of available
informat¡on and reasonable expectations as of
the date of issue, However, forms that are
f¡led on a consolidated basis may be
completed on the basis of information readily
available to the issuer at the close of the
calendar year to which the form relates,
supplemented by estimates made in good
faith.
Part l-Report¡ng Authority
Amended return. An issuer may file an
amended return to change or add to the
information reported on a previously filed
return for the same date of issue. lf you are
filing to correct errors or change a previously
filed return, check the "Amended Retum" box
in the heading of the form.
The amended return must provide all the
information reported on the original return, in
addition to the new corrected information.
Attach an explanation of the reason for the
amended return and write across the top
"Amended Return Explanation."
Llne l. The issuer's namê is the name of the
entity issuing the obligations, not the name of
the entity receiving the benefit of the
financing. ln the case of a lease or installment
sale, the issuer is the lessee or purchaser.
Line 2. An issuer that does not have an
employer identification number (ElN) should
apply for one on Form SS-4, Application for
Employer ldentif¡cation Number. You can get
this form on the IRS website at lRS.gov or by
calling 1 -8OO-TAX-FORM (1 -800-829-3676).
You may receive an EIN by telephone by
following the instructions for Form SS-4.
Llnes 3 and 4. Enter the issuer's address or
the address of the designated contact person
listed on line 6. lf the issuer wishes to use its
own address and the issuer receives its mail
in care of a third party authorized
representative (such as an accountant or
attorney), enter on the street address line
"C/O" followed by the third party's name and
street address or P.O. box. lnclude the suite,
room, or other unit number after the street
address. lf the post office does not deliver
mail to the street address and the issuer has a
P.O, box, show the box number instead of the
Pase
Form 8038-GC (Rev. 1-2012)
street address. lf a change in address occurs
after the return is filed, use Form 8822,
Change of Address, to notify the IRS of the
new address.
Note. The address entered on lines 3 and 4 is
the address the IRS will use for all written
communlcations regarding the processing of
this return, including any notices, By
authorizing a person other than an authorized
officer or other employee of the issuer to
communicate with the IRS and whom the IRS
may contact about this return, the issuer
authorizes the IRS to communicate directly
with the individual listed on line 6, whose
address is entered on lines 3 and 4 and
consents to disclose the issuer's return
information to that individual, as necessary, to
process this return.
Line 5. This line is for IRS use only. Do not
make any entries in this box,
Part
ll-
Descr¡pt¡on of Obligations
Check the appropriate box designating this as
a return on a single issue basis or a
consolidated return basis.
Line 8a. The issue price of obligations is
generally determined under Regulations
section 1.148-1(b). Thus, when issued for
cash, the issue price is the price at which a
substantial amount of the obligations are sold
to the public. To determine the issue price of
an obligation issued for property, see sections
1273 and 1274 and the related regulations.
Line 8b. For a single issue, enter the date of
issue (for example, 03/15/201 0 for a single
issue issued on March 15, 2010), generally
the date on which the issuer physically
exchanges the bonds that are part of the
issue for the underwriter's (or other
purchaser's) funds; for a lease or installment
sale, enter the date interest starts to accrue'
For issues reported on a consolidated basis,
enter the first day of the calendar year during
which the obligations were issued (for
example, for calendar year 201 0, enter
01/o112010').
Lines 9a through th. Complete this section if
property other than cash is exchanged for the
obligation, for example, acquiring a police car,
a fire truck, or telephone equipment through a
series of monthly payments, (fhis type of
obligation is sometimes referred to as a
"municipal lease.") Also complete this section
if real property is directly acquired in
exchange for an obligation to make periodic
payments of interest and principal.
Do not complete lines 9a through 9d if the
proceeds of an obligation are received in the
form of cash even if the term "lease" is used
in the title of the issue. For lines 9a through
9d, enter the amount on the appropriate line
that represents a lease or installment
purchase. For line 9d, enter the type of item
that is leased. For lines 9e through th, enter
the amount on the appropriate line that
represents a bank loan. For line th, ent€r the
type of bank loan.
Lines 9i and 9j. For line 9i, enter the amount
of the proceeds that will be used to pay
principal, interest, or call premium on any
other issue of bonds, including proceeds that
will be used to fund an escrow account for
this purpose, Several lines may apply to a
particular obligation. For example, report on
lines 9i and 9i obligations used to refund prior
issues which represent loans from the
proceeds of another tax-exempt obligation.
Line 9k. Enter on line 9k the amount on line
8a that does not represent an obligation
described on lines 9a through 9i,
Line 10. Check this box if the issuer has
designated any issue as a "small issuer
exception" under section 265(bXgXBX|(llD.
Llne 11. Check this box ¡f the issue is a
construction issue and an irrevocable êlection
to pay a penalty in lieu of arbitrage rebate has
been made on or before the date the bonds
were issued. The penalty is payable w¡th a
Form 8038-T for each 6-month period after
the date the bonds are issued. Do not make
any payment of penalty in lieu of rebate with
Form 8038-GC. See Rev, Proc.92'22,
1992-1 C.B. 736, for rules regarding the
"election document,"
Llne 12. Enter the name of the vendor or bank
who is a party to the installment purchase
agreement, loan, or financial lease. lf there
are multiple vendors or banks, the issuer
should attach a schedule.
Line 13. Enter the employer identification
number of the vendor or bank who is a party
to the installment purchase agreement, loan,
or financial lease. lf there are multiple vendors
or banks, the issuer should attach a schedule.
Signature and Consent
An authorized representative of the issuer
must sign Form 8038-GC and any applicable
certification. Also print the name and title of
the person signing Form 8038-GC. The
authorized representative of the issuer signing
this form must have the authority to consent
to the disclosure of the issuer's return
information, as necessary to process this
return, to the person(s) that has been
designated in this form,
Note. lf the issuer authorizes in line 6 the IRS
to communicate with a person other than an
officer or other employee of the issuer, (such
authorization shall include contact both in
writing regardless of the address entered in
lines 3 and 4, and by telephone) by signing
this form, the issuer's authorized
representat¡ve consents to the disclosure of
the issuer's return ¡nformation, as necessary
to process this return, to such person.
3
Paid Preparer
lf an authorized representative of the issuer
filled in its return, the paid preparer's space
should remain blank. Anyone who prepares
the return but does not charge the
organization should not sign the return.
Certain others who prepare the return should
not sign. For example, a regular, full-time
employee of the issuer, such as a clerk,
secretary, etc., should not sign,
Generally, anyone who is paid to prepare a
return must sign it and fill in the other blanks
in lhe PaÍd Preparer Use Only area of the
return. A paid preparer cannot use a soc¡al
security number in lhe Pald Preparer Use Only
box. The paid preparer must use a preparer
tax identification number (PTIN). lf the paid
preparer is self-employed, the preparer
should enter his or her address in the box.
The paid preparer must:
.
Sign the return in the space provided for the
preparer's signature, and
@g@
Paperwork Reduction Act Notice
We ask for the information on this form to
carry out the lnternal Revenue laws of the
Un¡ted States. You are required to give us the
information. We need it to ensure that you are
complying with these laws.
You are not required to provide the
¡nformat¡on requested on a form that is
subiect to the Paperwork Reduction Act
unless the form displays a valid OMB control
number. Books or records relat¡ng to a form
or its instructions must be retained as long as
their contents may become material in the
administration of any lnternal Revenue law.
Generally, tax r€turns and return information
are confidential, as required by section 6103.
The time needed to complete and file this
form will vary depending on indlvidual
circumstances. The estimated average time is:
Leamlng about the
taw or the form
Preparing the
4 hr" 46 min.
form
Copying, assembling, and
sending the form to the IRS
2 hr.,22 min.
.
2 hr., 34 min.
lf you have comments concerning the
accuracy of these time estimates or
suggestions for making this form simpler, we
would be happy to hear from you. You can
write to the lnternal Revenue Service, Tax
Products Coordinating Committee,
SE:W:CAR:MP:T:M:S, 1 1 1 1 Constitution Ave.
NW, lR-6526, Washington, DC 20224' Do not
send the form to this address. lnstead, see
Where To File.
City of Oak Creek
Item No.:
lfi
Recommendation: That the Common Council approve Resolution No. 11683-021516, A
resolution of governing body extract of minutes in conjunction with the Master Lease Agreement
for the purchase of a Wacker Model WL37 Wheel Loader.
Background: As was stated in the prior Council item, the Street Department is needing to
lease this piece of equipment to remove snow at the Civic Center and Drexel Town Square.
The attached resolution is a required by 1" Source Bank in conjunction with the Master Lease
Agreement which was agreed on previously.
Fiscal lmpact: As previously stated.
Prepa
Respectfully submitted:
Ted Johnson
Director Streets, Parks & Forestry
City Administrator
Fiscal Review by:
Bridget M
Finance Director / Comptroller
RESOLUTION NO. 1 1683-021516
BY:
_
A RESOLUTION OF GOVERNING BODY EXTRACT OF MINUTES
WHEREAS, the City of Oak Creek, the Lessee has determined that a true and very real need exists for
the acquisition for the Equipment described in the Master Equipment Lease Agreement ("Agreement")
and Lease Supplement #2 with 1st Source Bank presented to this meeting; and
WHEREAS, the governing body of Lessee has taken the necessary steps, including any legal bidding
requirements, under applicable law to arrange for the acquisition of such Equipment; and
BE lT RESOLVED by the City of Oak Creek, the Lessee that the terms of said Agreement are in the
best interests of Lessee for the acquisition of such Equipment, and the governing body of Lessee
designates and confirms the following persons to execute and deliver, and to witness (or attest),
respéctively, the Agreement and any related documents necessary to the consummation of the
transactions contemplated by the Agreement; and
FURTHERMORE BE lT RESOLVED, that the City of Oak Creek, the Lessee hereby represents that the
reasonably anticipated amount of qualified tax-exempt obligations which have been and will be issued
by the Lessee does exceed $10,000,000 for the calendar year within which this Agreement is not to be
"qualified tax-exempt obligation" pursuant to Section 265(bX3) of the lnternal Revenue Code.
Ted Johnson
Director of Streets, Parks, & Forestry
Bridget Souffrant
Finance Director/Comptroller
The undersigned further certifies that the above resolution has not been repealed or amended and
remains in full force and effect and further certifies that the above and foregoing Agreement is the same
as presented at said meeting of the City of Oak Creek, the Lessee.
lntroduced at a regular meeting of the Common Council of the City of Oak Creek held this 1Sth day of
February, 2016.
day of
Approved this
,2016.
Passed and adopted
this
daY of
2016.
Mayor
ATTEST
VOTE: Ayes
Noes
City Clerk
-
EXHIBIT A
RESOLUTION OF GOVERNING BODY EXTRACT OF MINUTES
Lessee:
CITY OF OAK CREEK
Date of
Agreement:
February l9r20l5
the following resolution was introduced and
At a duly called meeting of the goveming body of Lessee held on
adopted.
WHEREAS the governing body of Lessee has determined that a true and very real need exists for the acquisition of the Equipment described in the
Master Equipmeit tæase Ágreement ("Agreement") and l-ease Supplement #2 with lst Source Bank Presented to this meeting; and
--,20including any legal bidding requirements, under applicable law to arrange for
WHEREAS, the goveming body of Lessee has taken the necessary steps,
the acquisition of such Equipment.
BE lT RESOLVED, by the governing body of Lessee that the terms of said Agreement are in the best interests of læssee for the acquisition of such
(or attest)'
Equipment, and the góu.-iíg body-of Lissee designates and confirms the iollowing persons to execute and deliver, and to witness
respectively, the Agreement and any related documents necessary to the consummation of the transactions contemplated by the Agreement'
FURTTIERMORE BE IT RESOLVED, that the governing body of Læssee hereby represents that the reasonably anticipated amount of qualified taxAgreement
exempt obligations which have been and will be issued by the trssee does exceed $10,000,000.00 for the calendar year within which this
t'qualified
(b)
(3)
Code.
Revenue
Internal
of
the
pursuant
265
Section
to
obligation"
tax-exempt
not to be
is
By:
By:
Name:
Name:
Title:
Title:
certifies
The undersigned further certifies that the above resolution has not been repealed or amended and remains in ñ¡ll force and effect and further
of
Lessee'
governing
body
of
the
that the above and foregoing Agreement is the same as presented at said meeting
SEAL:
By:
Name:
Title: Secretary / Clerk
Date:
Municipal Iæase - Lease Supplement & Exhibits 3|S|I4**CITY OF OAK CREEK*'ßREVISED

City of Oak Creek

Transcription

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