Town Board — Agenda packet

1 TOWN OF ALGOMA WINNEBAGO COUNTY, WISCONSIN TOWN BOARD MEETING Wednesday, August 20, 2025 6:00 p.m. 15 N. Oakwood Road, Oshkosh, WI 54904 PUBLIC HEARING FOR SANITARY DISTRICT ADDITION To add property identified as parcel 002-0020, owned by Springhetti Real Estate LLC, and located at Leonard Point Rd, parcel 002-0027, owned by Springhetti Real Estate LLC, and located at 1665 Leonard Point Rd, and parcel 002-002701, owned by Springhetti Real Estate LLC, and located at Leonard Point Rd to the Algoma Sanitary District #1 AGENDA The Board may discuss and act on the following: 1. Call to Order. A. Pledge of Allegiance. B. Roll Call. 2. Town agenda was posted at the following locations: Town of Algoma Municipal Building and town website at www.townofalgoma.org on August 18, 2025. 3. Review and approve the minutes of the following meeting: A. Monthly Town Board Meeting dated July 16, 2025. 4. Review and approve August 2025 disbursements. 5. Public Forum (All speakers must sign up before the meeting and the Town’s policy is available on the back table). 6. Economic Development Update. 7. Committee Reports. A. Fire Department. B. Planning Commission. C. Parks Committee. 8. Town Chair Report A. Public Safety Update on recent robberies 9. Administrator Report A. Budget Update. B. Major Projects Update i. Leonard Point Road Storm Detention Pond ii. Leonard Point Road Reconstruction iii. Leonard Point Road & STH 21 Roundabout C. Community Development Update i. Tommy’s Carwash Update ii. OSMS Update D. CORP Update 2 E. Municipal Complex Needs Analysis Update F. Legislative Update G. IT Managed Services 10. Public Works Director Report. A. Road Maintenance Update B. 2025 Asphalt Resurfacing C. Parks Update D. Stormwater Update E. 2025-2026 Snow Removal 11. Clerk/Treasurer Report. A. Wisconsin Retirement System (WRS) Training. B. Handbook Review. C. Deputy Clerk/Treasurer position. 12. Monthly Financial Statements. 13. Business. A. Discussion and possible action re: Petition to add property identified as parcel 002-0020, owned by Springhetti Real Estate LLC, and located at Leonard Point Rd, parcel 002-0027, owned by Springhetti Real Estate LLC, and located at 1665 Leonard Point Rd, and parcel 002-002701, owned by Springhetti Real Estate LLC, and located at Leonard Point Rd to the Algoma Sanitary District #1 B. Discussion and possible action re: Certified Survey Map by petitioner Darryl Lehman, Martenson & Eisele, on behalf of James and Colleen Longworth to split parcel 0023753 into one lot and an outlot. C. For Discussion Only: Municipal Complex Needs Analysis Final Report D. Discussion and possible action re: Winnebago County Sheriff Joint Powers Agreement E. Discussion and possible action re: Pay Request #1 for the 2025 Asphalt Resurfacing Program payable to Northeast Asphalt, Inc in the amount of $119,195.20 F. Discussion and possible action re: Operator license for the period ending June 30, 2026 for Michelle Griese (Poplar Creek Barn), Dawn Kaufmann (Poplar Creek Barn), and Nancy Kaufman (Serv-U-Beverage). G. For Discussion Only: 2026-2030 Capital Improvement Plan H. CLOSED SESSION: Vote to enter into closed session for board consideration of the following items: Pursuant to WI Statutes 19.85 (e) Deliberating or negotiating the purchasing of public properties, the investing of public funds, or conducting other specified public business, whenever competitive or bargaining reasons require a closed session. Re: Property for Jones Park west parking lot; Developer’s Agreement for Springhetti Lake subdivision; and contract for Emergency Medical Services. I. Vote to reconvene in open session for discussion and take action on all matters discussed in the above listed closed session. J. Discussion and possible action re: Joint Fire Department Study 14. Adjourn. The Town Board meets regularly on the THIRD WEDNESDAY OF EACH MONTH AT 6:00 p.m. (unless otherwise noted) at the Municipal Building (Town Hall), 15 N. Oakwood Road. ALL MEETINGS ARE OPEN TO THE PUBLIC. NOTE: It is possible that members of other governmental bodies of the municipality may be present at the above scheduled meeting to gather information about a subject over which they have decision-making responsibility. No action will be taken by any governmental body at the above-stated meeting other than the governmental body specifically referred to above in this notice. NOTE: Upon reasonable notice, efforts will be made to accommodate the needs of disabled individuals through appropriate aids and services. For additional information or to request this service, call the Town Hall office at 920-235- 3789. Draft Town Board 1 TOWN OF ALGOMA WINNEBAGO COUNTY, WISCONSIN July 16, 2025 The public hearing for sanitary district addition and removal started at 6pm. The purpose of the hearing is to add property identified as parcel 002-020403, owned by Daniel Tervonen and located at 4676 County Rd. E, to the Algoma Sanitary District #1. To partially remove the properties identified as parcel 002-020403, owned by Daniel Tervonen and located at 4676 County Rd. E and parcel 002-0210, owned by Jackson Merrill & Kimberly Lackey and located at 4730 County Rd E, from the Algoma Sanitary District #1. There was no discussion, so the hearing ended, and the regular board meeting started. The following were present: Chairman Joel Rasmussen, Supervisors Petey Clark, Teresa Van Aacken, Michael Brooks, and Dan Martin. The following were also present: Administrator Maggie Mahoney, Public Works Director Jason Loduha, and Clerk/Treasurer Katherine Reinbold. The agenda was posted on July 11, 2025. On a motion by Supervisors Clark/Martin passed on a voice vote, the Board approved the minutes of the Monthly Town Board Meeting dated June 18, 2025. On a motion by Supervisors Van Aacken/Clark, passed on a voice vote, the Board approved the July 2025 disbursements. There was no economic development update. The board had the fire report in their packets. Administrator Mahoney mentioned the car show is on August 16 at Skipper Buds. The Planning Commission and Parks Committee did not meet. Administrator Mahoney talked about kicking off the budget discussions. The Algoma Sanitary District sent a letter stating they have a $4.4 million water tower project and that comes with rate changes. The board needs to consider moving the fire protection cost to the water bills to help offset the cost. Kevin Mraz, Algoma Sanitary District director, will be at the August board meeting. Administrator Mahoney has had contact with the property owners where the plan for the Leonard Point Road storm detention pond will be located and will follow up with them later in the month. No updates on the Leonard Point Road reconstruction or STH 21 roundabout. Tommy’s Carwash is moving along. OSMS and the property owners have to work out the tree issue. If the trees are removed, then the Town will require that they are replaced. There will be a public visioning session on July 30 for the Comprehensive Outdoor Recreational Plan. The Municipal Complex Needs Analysis is on schedule. The State passed the budget. The impact is not yet known. The City of Oshkosh has terminated the emergency medical services contract. The Town will proceed with a new contract for 2026. There is potential for a joint fire department. Draft Town Board 2 Public Works Director Loduha talked about receiving a proposal from Fahrner Asphalt Sealers for some seal coating and chip sealing. There are some trees on Leonard Point Road that need to be removed. The 2025 asphalt resurfacing went well, and the shouldering needs to be finished. No updates on parks. The Jones Park pond is brown due to McMahon Associates, Inc. killing what was in there and will be planting new plants. Winnebago County approved ATV/UTVs on county roads. They are not approved for Town roads and that will continue to be enforced. Clerk/Treasurer Reinbold talked about the election worker interest meeting that took place on June 19. Two people came in for the meeting and will email a couple more that couldn’t make the meeting. The meeting’s purpose is to give people an idea of what it’s like to be an election worker and what the expectations are. On July 24, there will be a small election worker appreciation meal. The Town Hall has switched rug companies and is now using Cintas and are able to get other products from them, this will alleviate staff from having to worry about ordering. The monthly financial statements were presented. On a motion by Supervisors Van Aacken/Martin, passed on a voice vote, the Town Board approved the Intergovernmental Cooperative Agreement to Satisfy Eligibility for the Wisconsin Recycling Consolidation Grant for Calendar Year 2026. Clerk/Treasurer Reinbold presented the suggested changes to rentals to help with staffing issues. Discussion was had. On a motion by Supervisors Van Aacken/Clark, passed on a voice vote, the Town Board approved the staff-recommended solution to help create the new Town Hall rental agreement/policy. Administrator Mahoney explained there is a little bit of grading that needs to be completed in Lakevista. The Town can still draw on the credit to complete the work if needed. No action. On a motion by Supervisors Clark/Martin, passed on a voice vote, the Town Board approved the petition to add property identified as parcel 002-020403, owned by Daniel Tervonen and located at 4676 County Rd. E, to the Algoma Sanitary District #1. On a motion by Chairman Rasmussen/Supervisor Martin, passed on a voice vote, the Town Board approved the removal of properties identified as parcel 002-020403, owned by Daniel Tervonen and located at 4676 County Rd. E, and parcel 002-0210, owned by Jackson Merrill & Kimberly Lackey and located at 4730 County Rd. E, from the Algoma Sanitary District #1. Administrator Mahoney presented the 2026 budget key assumptions. Discussion was had. No action. On a motion by Supervisors Martin/Clark, passed on a voice vote, the Town Board adjourned at 6:47 p.m. Respectfully submitted, Katherine Reinbold Reprint Check Register - Quick Report - ALL 112:13 PM ACCT BANK FIRST CHECKING Accounting Checks Posted From: Thru Account:Thru: 8/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:8/01/2025 8/15/2025 Page: 165,827.0030327 Algoma Sanitary District #1 2025 Public Fire Protection 8/01/2025 551.2530328 Clifton Larson Allen LLP Professional Services 8/01/2025 62.5030329 Conway Shield Order# 0422737 8/01/2025 55.6930330 Delta Dental 8/1/25-8/31/25 Billing period 8/01/2025 431.7030331 DetailX Cleaning LLC Professional Cleaning at Town Hall 8/01/2025 200.0030332 Diener-Blumer, Barbara 6/29/25 Family Reunion 8/01/2025 200.0030333 Dorn, Dena 7/12/25 Graduation Party 8/01/2025 3,895.7030334 East Central WI Regional Planning Comm Services rendered from 4/1/25-6/30/25 8/01/2025 500.0030335 Installation Specialist 3286 Kelsea Way, 561662 8/01/2025 2,608.8030336 Jeff Foust Excavating Inc Professional Services 8/01/2025 569.2130337 Lang Enterprises of Wisconsin, Inc. Street Signs 8/01/2025 12,579.7730338 McMahon Associates, Inc. Professional Services 8/01/2025 218.7130339 Menard's Account# 30250273 8/01/2025 200.0030340 Moua, Yer L 7/19/25 Family Gathering 8/01/2025 43,747.0030341 Rural Mutual Insurance Company Acct# 549040220 8/01/2025 7,651.3530342 The Ground's Guys Professional Services 8/01/2025 80.8330343 Ultimate Safety Concepts Inc. Oreder# 00180939 8/01/2025 62.0030344 Valley Pest Control Acct# 101435 8/01/2025 80.0230345 Verizon Wireless Acct# 442272766-00001 8/01/2025 Reprint Check Register - Quick Report - ALL 212:13 PM ACCT BANK FIRST CHECKING Accounting Checks Posted From: Thru Account:Thru: 8/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:8/01/2025 8/15/2025 Page: 700.3930346 WI Public Service Utility Charges 8/01/2025 632.3030347 Winnebago County Treasurer Customer# 00568, Yard Waste 8/01/2025 2,458.0030348 Action Appraisers 2025 Maintenance Services 8/15/2025 90.9230349 Amazon Capital Services Town Supplies 8/15/2025 157.5030350 Bank First Fire Department Supplies 8/15/2025 772.1130351 Bank First Town Office 8/15/2025 312.9030352 BP Acct# 4987887728 8/15/2025 2,000.0030353 Cedar Corporation Municipal Complex Needs 8/15/2025 173.6830354 Charter Communications Service for the Fire Department 8/15/2025 147.4530355 Charter Communications Town Hall Service 8/15/2025 199.9730356 Cintas Corp Town Office Supplies 8/15/2025 535.5030357 Clifton Larson Allen LLP Professional Services 8/15/2025 1,275.0030358 Complete Yard Maintenance, LLC Professional Services 8/15/2025 43.5030359 Culligan Water Conditioning Town Office 8/15/2025 56.0030360 Diggers Hotline, Inc. Professional Services 8/15/2025 158.0030361 Excel Underground, LLC Professional Services 8/15/2025 8,330.0030362 Fahrner Asphalt Sealers, LLC Professional Services 8/15/2025 143.5430363 Gannett Wisconsin LocaliQ Notices Posted in the Northwestern 8/15/2025 47,303.0030364 Harter's Fox Valley Disposal Professional Services 8/15/2025 Reprint Check Register - Quick Report - ALL 312:13 PM ACCT BANK FIRST CHECKING Accounting Checks Posted From: Thru Account:Thru: 8/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:8/01/2025 8/15/2025 Page: 200.0030365 Homes of Wyldewood II 8/10/25 Annual Condo Meeting 8/15/2025 8,670.5530366 Jeff Foust Excavating Inc Professional Services 8/15/2025 466.4730367 Kohn Law Firm S.C. Case No. 24SC00236 8/15/2025 181.6630368 Lang Enterprises of Wisconsin, Inc. Park Signs 8/15/2025 1,027.2530369 MacQueen Equipment Acct# ALGOM006 8/15/2025 20,861.2230370 McMahon Associates, Inc. Professional Services 8/15/2025 350.0030371 Ray's Sanitation Jones Park 8/15/2025 239.9030372 Rhyme Business Products Town Office Copier 8/15/2025 85.9030373 Securian Financial Group, Inc. September Billing 8/15/2025 200.0030374 Sheppard, Donna 8/3/25 Baby Shower 8/15/2025 7,212.1530375 The Ground's Guys Professional Services 8/15/2025 1,755.0030376 Transcendent Technologies Annual Maintenance 8/15/2025 62.0030377 Valley Pest Control Acct# 101435 8/15/2025 798.5630378 WI Public Service Street Lights 8/15/2025 3,986.8830379 Winnebago County Treasurer County Services 8/15/2025 50.0030380 Fischer, Scott Planning Commission Meeting 8/15/2025 50.0030381 Kehoe, Kyle Planning Commission Meeting 8/15/2025 50.0030382 Kollmann, Linda Planning Commission Meeting 8/15/2025 75.0030383 Martin, Daniel Planning Commission Meeting 8/15/2025 Reprint Check Register - Quick Report - ALL 412:13 PM ACCT BANK FIRST CHECKING Accounting Checks Posted From: Thru Account:Thru: 8/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:8/01/2025 8/15/2025 Page: 50.0030384 Maruska, Sherri Planning Commission Meeting 8/15/2025 50.0030385 Skoglind, Mike Planning Commission Meeting 8/15/2025 50.0030386 Van Aacken, Bill Planning Commission Meeting 8/15/2025 1,966.7930387 Anthem Blue Cross & Blue Shield September Billing 8/15/2025 353,450.62Grand Total Reprint Check Register - Quick Report - ALL 512:13 PM ACCT BANK FIRST CHECKING Accounting Checks Posted From: Thru Account:Thru: 8/31/2025 ______________________________________________________________________________________Amount From Account:8/01/2025 8/15/2025 Page: 353,450.62Total Expenditure from Fund # 100 - GENERAL FUND 353,450.62Total Expenditure from all Funds Reprint Payroll Register Totals Only All Employees PAYRL 8/31/2025 Check Date From: 8/01/2025 From Dept: Thru: Thru Dept: ______________________________________________________________________________________ 12:15 PM 1Page:8/15/2025 Pay Periods: Thru: 7/31/2025 ) 7/01/2025 Total Checks: 47 (Male: 37 Female: 10 Earnings: Regular Pay 37,157.31 852.50 Hours CELLPHONE 40.00 MILEAGE 44.80 -------------- 37,242.11 Withholdings: Federal 2,541.76 Social Security 2,275.21 Medicare 532.16 Wisconsin 1,295.15 CREDITOR GARNIS 466.47 HEALTH INS 404.06 LIFE INSURANCE 56.52 WRS 2,049.94 -------------- 9,621.27 NET PAY 27,620.84 Flexible Time Off: Used Earned SICK LEAVE 0.00 40.25 VACATION 0.00 6.75 -------------- -------------- 0.00 47.00 Fringes: HEALTH 2,963.12 LIFE 59.37 -------------- 3,022.49 Town of Algoma Fire Department Monthly Report Prepared by July 2025 Kevin Sawicki – Fire Chief Contents Grants ............................................................................................................................................................ 2 State EMS FAP Grant ................................................................................................................................. 2 Trucks and Equipment .................................................................................................................................. 2 Vehicles ..................................................................................................................................................... 2 Truck Committee ...................................................................................................................................... 2 Membership .................................................................................................................................................. 2 New Members........................................................................................................................................... 2 First Drill: July 7th, 2025 ............................................................................................................................. 3 Second Drill: July 21st, 2025 ...................................................................................................................... 3 Upcoming Events ...................................................................................................................................... 3 Incidents ........................................................................................................................................................ 4 Overall Incident Summary ........................................................................................................................ 4 Town of Algoma Fire Department Monthly Report July 2025 2 Grants State EMS FAP Grant • Equipment has arrived and the grant process is being reviewed/wrapped up. Trucks and Equipment Vehicles • Rescue 21 - The vehicle needs refurbishment due to age and wear. An updated quote has been provided by Rennert’s Fire Equipment Service LLC. • Tender 21 – Vehicle needs replacement as soon as possible due to age and wear. Tender 21 is an important vehicle to provide a water supply during fire incidents. • Additional quotes will be provided for both vehicles. • FD personnel will be checking on available grants and donations to assist in the purchase/refurbishment projects. Truck Committee • An updated quote for Rescue 21 has been provided by Rennert’s Fire Equipment Service LLC. • Quotes and information are still being gathered for Tender 21. Membership New Members • Alex Bork – Alex lives on the west side of Oshkosh and has started as a probationary firefighter. Alex started Firefighter 1 class at the beginning of July. • Henry Eberhart – Henry lives in the area and wanted to give back to the community. Henry is in school for aviation mechanics. Henry starts Firefighter 1 class this fall. • Connor Wisneski - Connor recently graduated from Oshkosh West High School and is looking at a career in fire/EMS. Connor started Firefighter 1 class at the end of July. Town of Algoma Fire Department Monthly Report July 2025 3 First Drill: July 7 th, 2025 • Firefighters performed multi-skill scenarios which included hose deployment, drafting from a water tank and shuttling water. Second Drill: July 21st, 2025 • Wisconsin Public Service provided training on natural gas and electricity. Training including general utility functions and safety points for first responders. Upcoming Events Event Date Training Drills Tuesday, September 2nd @ 6:30pm Monday, September 15th @ 6:30pm Monthly Department Meeting Wednesday, September 10th @ 7:00pm Fire Department Open House Saturday, May 16th, 2026 Car Show Saturday, August 16th, 2025 Pancake Breakfast Sunday, October 5th, 2025 Town of Algoma Fire Department Monthly Report July 2025 4 Incidents Overall Incident Summary Call Type Count 300 – Rescue/Emergency Medical Service (EMS) 30 322 – Motor Vehicle Accident 2 611 – Cancelled Enroute 1 745 – Fire Alarm, False Alarm 1 Total Calls 34 300 - Rescue/EMS 88% 322 - Motor Vehicle Accident 6% 611 - Cancelled Enroute 3% 745 - Fire Alarm, false alarm 3% Call Type 300 - Rescue/EMS 322 - Motor Vehicle Accident 611 - Cancelled Enroute 745 - Fire Alarm, false alarm AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Maggie Mahoney, Administrator Date: August 20, 2025 RE: Monthly Administrator’s Report A. Budget Update The initial discussion of the 2026-2030 Capital Improvement Plan is under new business. The first budget meeting will be at 5:30pm on September 15. This will be a review and discussion of the first budget draft, including departmental budgets and C I P. See attached budget calendar. B. Major Projects Updates i. Leonard Point Road Storm Detention Pond No updates at the time of this memo. ii. Leonard Point Road Reconstruction No updates at the time of this memo. iii. Leonard Point Road & STH 21 Roundabout No updates at the time of this memo. C. Community Development Update i. Tommy’s Carwash Update Estimated date to open is November 2, 2025. ii. OSMS Update No update at the time of this memo. D. CORP Update A public visioning session was held at town hall on Wednesday, July 30. The survey has been taken down and the consultant will be compiling the data and providing a draft report for staff to review in the coming weeks. E. Municipal Complex Needs Analysis Update The final report is under new business. F. Legislative Update No updates at the time of this memo. G. IT Managed Services The town issued a Request for Proposals for these IT managed services. The deadline for submittal was August 19. Staff will be reviewing the proposals and will update the Board or submit an item for consideration at a future meeting. ATTACHMENTS: 1. 2026 Budget Calendar Calendar for 2026 Budget Adoption Presented 6/18/25 Wednesday, June 18, 2025 – Town Board Meeting • Town Administrator distributes 2026 Budget Adoption Calendar Wednesday, July 16, 2025 – Town Board Meeting • Discuss key assumptions for budget such as tax levy, general obligation debt, compensation, long-range financial planning for Capital Improvement Plan. Thursday, July 17, 2025 – Budget Schedule and Memorandum Distributed • Budget documents and memorandum distributed to key staff and contractors to include: o Key priorities of the Town Board and overall budget outlook. o Budget priorities and spending parameters of the Town Administrator. o Instructions and procedures for preparing departmental budgets. o Internal meeting schedule with Town Administrator to review budget proposals. o Distribute line-item and capital project request forms. Thursday August 14, 2025 – Department and Capital Improvement Plan Requests Due to Town Administrator. Internal departmental budget meetings to review/revise requests Aug 21 – Sep 4. Wednesday, August 20, 2025 – Town Board Meeting • Initial discussion about Capital Improvement Plan. Monday, September 15, 2025 – Budget Meeting • First draft of budget presented to the Board, including Departmental Operating Budgets, and Capital Improvement Plan. Monday, September 29, 2025 – Budget Meeting • Administrator’s Recommended budget presented to the Board. (IF NEEDED) Monday, October 6, 2025 – Budget Meeting • Administrator’s Revised budget presented to the Board. Wednesday, October 15, 2025 – Town Board Meeting • Administrator’s Final Recommended Budget presented to the Board for endorsement. This is the final review by the Board before the budget is published and noticed for the public hearing. Wednesday, November 19, 2025 Budget Public Hearing & Special Town Meeting: • A Public Hearing in accordance with State Statute is held; staff provides comprehensive presentation on proposed budget. Town Board Meeting: • Town Board adopts the 2026 Fiscal Year Budget by motion. AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Jason Loduha, Director of Public Works Date: August 20, 2025 RE: Monthly Director’s Report A. Road Maintenance Update Fahrner has started crack filling on cul-de-sacs that are set to be seal coated as part of this year’s road maintenance work. The following roads are scheduled for chip sealing: • Duchess Lane • Hayden Drive • Milton Circle • McIntosh Court • Part of Rasmussen Road (from just north of Braeburn to the cul-de-sac) Work is expected to start around the week of August 25, 2025, depending on the weather and any unexpected delays. B. 2025 Asphalt Resurfacing The project has been successfully completed, with the final step involving shouldering the new asphalt. Instead of using 3/4” gravel, screenings were used to help prevent loose stone from ending up in homeowners’ yards—an approach aimed at improving overall satisfaction and curb appeal. New Street Signs were also installed where needed on the newly resurfaced streets. C. Parks Update No update at the time of this memo. D. Stormwater Update The ecologist from McMahon will start doing illicit discharge checks at some major and minor outfalls. Usually about 15 per year. I will be getting trained over the next year to be able to take this over once fully trained. E. 2025-2026 Snow Removal In the coming weeks, I will be obtaining updated cost estimates for snow removal services from both Winnebago County and private contractors. These updates will cover the Town’s needs as well as the private roads currently maintained by the Town during the winter season. AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Katie Reinbold, Clerk/Treasurer Date: August 20, 2025 RE: Monthly Clerk/Treasurer Report A. Wisconsin Retirement System (WRS) Training On August 14, I completed an online training session on the WRS. The training covered all aspects of WRS, including processes for new hires, reporting requirements, and terminations. The information was highly valuable and will be beneficial in my role. B. Handbook Review Last month, Maggie not ed that we were reviewing the handbook. This is a complete overhaul of the handbook as it has not been reviewed since 2016. We do not anticipate any budget impact, but will be presenting a new handbook for approval in the next couple of months. C. Deputy Clerk/Treasurer Position As you are aware, Rhonda is retiring at the end of this month. With her retirement, I have posted the position to find a replacement. We are hoping to have a mid-October start date. ATTACHMENTS: None. Bank Type Interest Rate Interest Amount Balance Notes Bank First Checking (Sweep) 9.52$ 3,020.00$ Money Market 4.45% 1,810.89$ 509,072.63$ Special Accounts 4.45% Parks Money Market 410.01$ 111,133.09$ Tax Accounts (Used for collection) Tax Account -$ U.S. Bank Local Government Investment Pool (LGIP) 4.36% 5,264.28$ $1,425,782.49 Total Cash and Investments 2,049,008.21$ RECONCILED BANK & INVESTMENT BALANCES AS OF 07/31/2025 TOWN OF ALGOMA LGIP Accounts Interest (4.36%) Total in Acct GENERAL $891.87 $241,554.39 TID 1 $508.95 $137,845.03 SPIRIT ROUNDABOUT $1,488.09 $403,036.42 FD TRUCK REFURBISHMENT $646.05 $174,976.19 FIRE EQUIPMENT $64.19 $17,385.30 REVALUATION $37.34 $10,113.97 DEBT LEVY PAYMENTS $237.67 $64,370.37 GENERAL EXPENSES $153.52 $41,580.55 RESERVES $1,236.60 $334,920.27 Total $5,264.28 $1,425,782.49 Budget Comparison - Detail 2025 2025 Budget Status Budget % of July Fund: 100 - GENERAL FUND 1 ACCT 9:29 AM8/15/2025 Actual 2025 Account Number 07/31/2025 Budget Page: 0.00 0.00 0.00 0.00100-00-41101-000-000 JONES PARK DEBT SERV LEVY 0.00 0.00 406,415.00 -406,415.00 0.00100-00-41102-000-000 GO REFUNDING BONDS LEVY 0.00 0.00 1,118,816.00 -1,118,816.00 0.00100-00-41110-000-000 GENERAL PROPERTY TAXES 0.00 2.28 200.00 -197.72 1.14100-00-41150-000-000 MFL TAXES 0.00 0.00 0.00 0.00 0.00100-00-41801-000-000 PERSONAL PROPERTY TAX INT 0.00 55,138.38 69,200.00 -14,061.62 79.68100-00-41802-000-000 LOTTERY CREDIT 0.00 ========================================================================================================================================= TAXES 0.00 3.46 55,140.66 -1,539,490.341,594,631.00 ========================================================================================================================================= 0.00 0.00 0.00 0.00100-00-42300-000-000 SA - 2022 PAVING 0.00 ========================================================================================================================================= SPECIAL ASSESSMENTS 0.00 0.00 0.00 0.00 0.00 ========================================================================================================================================= 37,479.99 249,866.58 -212,386.59 15.00100-00-43410-000-000 STATE SHARED REVENUES 37,479.99 46,051.52 42,100.00 3,951.52 109.39100-00-43420-000-000 2% FIRE DUES 46,051.52 263.97 270.00 -6.03 97.77100-00-43430-000-000 EXEMPT COMPUTER 263.97 4,685.85 4,685.85 0.00 100.00100-00-43440-000-000 PERSONAL PROPERTY AID 0.00 124,067.10 165,422.80 -41,355.70 75.00100-00-43530-000-000 TRANSPORTATION AIDS 41,355.70 12,432.03 12,500.00 -67.97 99.46100-00-43540-000-000 RECYCLING GRANTS 0.00 15,175.31 15,175.00 0.31 100.00100-00-43550-000-000 VIDEO SERV PROVIDER FEE 15,175.31 0.00 6.46 -6.46 0.00100-00-43650-000-000 FOREST CROPLAND/MGED FOREST 0.00 0.00 0.00 0.00 0.00100-00-43690-000-000 EMS FLEX GRANT 0.00 0.00 0.00 0.00 0.00100-00-43695-000-000 FIREHOUSE SUBS GRANT 0.00 0.00 7,600.00 -7,600.00 0.00100-00-43750-000-000 ECONOMIC DEVELOPMENT 0.00 150,000.00 43,200.00 106,800.00 347.22100-00-43790-000-000 DNR STORMWATER MGMT GRANT 0.00 ========================================================================================================================================= INTERGOVERNMENTAL REVENUES 140,326.49 72.14 390,155.77 -150,670.92540,826.69 ========================================================================================================================================= 100.00 100.00 0.00 100.00100-00-44100-000-000 BUSINESS/OCCUP LICENSE 0.00 640.00 635.00 5.00 100.79100-00-44110-000-000 LIQUOR & MALT BEVERAGE LICENSE 0.00 393.00 400.00 -7.00 98.25100-00-44115-000-000 OPERATORS LICENSES 20.00 100.00 100.00 0.00 100.00100-00-44116-000-000 CIGARETTE LICENSE 0.00 0.00 100.00 -100.00 0.00100-00-44117-000-000 SODA WATER LICENSES 0.00 0.00 100.00 -100.00 0.00100-00-44120-000-000 OTHER BUSINESS & OCCUP LIC 0.00 31,083.83 61,000.00 -29,916.17 50.96100-00-44125-000-000 CABLE FRANCHISE INCOME 0.00 2,150.00 4,000.00 -1,850.00 53.75100-00-44200-000-000 DOG LICENSES 20.00 1,048.88 1,100.00 -51.12 95.35100-00-44201-000-000 WINNEBAGO CTY DOG LICENSES 0.00 68,010.00 102,240.00 -34,230.00 66.52100-00-44300-000-000 BUILDING PERMITS NEW 8,520.00 18,555.00 37,500.00 -18,945.00 49.48100-00-44301-000-000 BUILDING PERMITS REMODELING 4,180.00 0.00 640.00 -640.00 0.00100-00-44302-000-000 EXTRA INSPECTIONS 0.00 1,400.00 1,600.00 -200.00 87.50100-00-44310-000-000 CULVERT PERMITS 300.00 0.00 100.00 -100.00 0.00100-00-44311-000-000 OTHER PERMITS 0.00 0.00 700.00 -700.00 0.00100-00-44400-000-000 ZONING PERMITS & FEE'S 0.00 300.00 3,000.00 -2,700.00 10.00100-00-44500-000-000 RIGHT OF WAY 200.00 ========================================================================================================================================= LICENSES AND PERMITS 13,240.00 58.03 123,780.71 -89,534.29213,315.00 ========================================================================================================================================= 1,800.00 2,800.00 -1,000.00 64.29100-00-46100-000-000 ASSESSMENT CERTIFICATION' 170.00 40.00 100.00 -60.00 40.00100-00-46101-000-000 LIQUOR LIC PUBLICATION FEE 0.00 0.00 200.00 -200.00 0.00100-00-46102-000-000 MISC CHARGES FOR SERVICES 0.00 0.00 9,000.00 -9,000.00 0.00100-00-46310-000-000 SNOW REMOVAL 0.00 -440.00 602,368.12 -602,808.12 -0.07100-00-46420-000-000 REFUSE & GARBAGE COLLECTION 0.00 3,290.28 5,000.00 -1,709.72 65.81100-00-46435-000-000 RECYCLING - WINN CTY REBATE 496.68 5,775.00 9,900.00 -4,125.00 58.33100-00-46720-000-000 PARKLAND FEE INCOME 0.00 Budget Comparison - Detail 2025 2025 Budget Status Budget % of July Fund: 100 - GENERAL FUND 2 ACCT 9:29 AM8/15/2025 Actual 2025 Account Number 07/31/2025 Budget Page: 2,950.00 6,000.00 -3,050.00 49.17100-00-46850-000-000 SITE PLANS FEES 200.00 ========================================================================================================================================= PUBLIC CHARGES FOR SERVICES 866.68 2.11 13,415.28 -621,952.84635,368.12 ========================================================================================================================================= 20,786.07 29,710.81 -8,924.74 69.96100-00-48100-000-000 INTEREST GENERAL ACCOUNTS 1,820.41 0.00 0.00 0.00 0.00100-00-48101-000-000 ARPA INTEREST 0.00 0.00 0.00 0.00 0.00100-00-48102-000-000 VERVE ACCTS 0.00 32,723.72 0.00 32,723.72 0.00100-00-48103-000-000 LGIP 5,264.28 5,700.00 12,000.00 -6,300.00 47.50100-00-48200-000-000 RENT REVENUE 0.00 12,000.00 0.00 12,000.00 0.00100-00-48300-000-000 SALE OF FIRE EQUIPMENT 0.00 1,115.00 2,250.00 -1,135.00 49.56100-00-48301-000-000 SALE OF GARB/RECYCLING TOTES 0.00 0.00 0.00 0.00 0.00100-00-48302-000-000 SALE OF EQUIPMENT OR PROPERTY 0.00 150.00 0.00 150.00 0.00100-00-48500-000-000 JONES PARK TREE DONATIONS 0.00 12,568.35 0.00 12,568.35 0.00100-00-48900-000-000 OTHER MISC. REVENUES 1.35 ========================================================================================================================================= MISCELLANEOUS REVENUES 7,086.04 193.45 85,043.14 41,082.33 43,960.81 ========================================================================================================================================= 0.00 40,000.00 -40,000.00 0.00100-00-49200-000-000 TRANSFERS FROM OTHER FUNDS 0.00 ========================================================================================================================================= OTHER FINANCING SOURCES 0.00 0.00 0.00 -40,000.00 40,000.00 ========================================================================================================================================= ========================================================================================================================================= 667,535.56 3,068,101.62Total Revenues 161,519.21 21.76 -2,400,566.06 ========================================================================================================================================= Budget Comparison - Detail 2025 2025 Budget Status Budget % of July Fund: 100 - GENERAL FUND 3 ACCT 9:29 AM8/15/2025 Actual 2025 Account Number 07/31/2025 Budget Page: 0.00 0.00 0.00 0.00100-00-51100-000-000 TOWN BOARD 0.00 8,850.00 18,000.00 9,150.00 49.17100-00-51100-110-000 TOWN BOARD WAGES 1,300.00 677.06 1,377.00 699.94 49.17100-00-51100-130-000 TOWN BOARD SOC SEC/MEDICARE 99.45 0.00 500.00 500.00 0.00100-00-51100-209-000 ATTORNEY LEGAL FIRE DEPT 0.00 1,490.00 1,435.00 -55.00 103.83100-00-51100-321-000 TOWN BOARD DUES 0.00 0.00 500.00 500.00 0.00100-00-51100-390-000 TOWN BOARD MISC EXP 0.00 1,830.00 14,000.00 12,170.00 13.07100-00-51300-210-000 ATTORNEY LEGAL CONTRACT 940.00 1,195.00 1,200.00 5.00 99.58100-00-51300-218-000 ATTORNEY ORD CODIFICATION 0.00 131.83 400.00 268.17 32.96100-00-51400-200-000 GEN GOVT HR/PERSONNEL 0.00 396.57 3,000.00 2,603.43 13.22100-00-51400-310-000 GEN GOVT OFFICE SUPPLIES 111.21 6,739.06 6,500.00 -239.06 103.68100-00-51400-315-000 GEN GOVT OFFICE EQUIPMENT 239.90 58.68 4,000.00 3,941.32 1.47100-00-51400-320-000 GEN GOVT PUBLISHING & PRINTING 0.00 0.00 250.00 250.00 0.00100-00-51400-330-000 GEN GOVT MILEAGE 0.00 11,490.38 20,300.00 8,809.62 56.60100-00-51400-342-000 GEN GOVT COMPUTER & WEBSITE MA 1,915.14 222.75 1,000.00 777.25 22.28100-00-51400-390-000 GEN GOVT MISC EXP 0.00 64,395.61 110,853.74 46,458.13 58.09100-00-51410-110-000 ADMINISTRATOR WAGES 9,237.81 4,899.30 8,480.31 3,581.01 57.77100-00-51410-130-000 ADMINISTRATOR SOC SEC/MEDICARE 702.84 4,475.51 7,704.33 3,228.82 58.09100-00-51410-131-000 ADMINISTRATOR WRS 642.03 0.00 0.00 0.00 0.00100-00-51410-132-000 ADMINISTRATOR HEALTH INSURANCE 0.00 105.29 167.40 62.11 62.90100-00-51410-133-000 ADMINISTRATOR LIFE INSURANCE 30.24 1,404.73 2,000.00 595.27 70.24100-00-51410-380-000 ADMINISTRATOR DEPT EXPENSES 20.00 20,019.88 34,611.20 14,591.32 57.84100-00-51411-110-000 OFFICE ASST WAGES 2,806.34 1,528.25 2,647.76 1,119.51 57.72100-00-51411-130-000 OFFICE ASST SOC SEC/MEDICARE 214.23 1,391.39 2,405.48 1,014.09 57.84100-00-51411-131-000 OFFICE ASST WRS 195.04 26.70 26.16 -0.54 102.06100-00-51411-133-000 OFFICE ASST LIFE INSURANCE 4.70 0.00 200.00 200.00 0.00100-00-51411-380-000 OFFICE ASST DEPT EXP 0.00 41,527.38 71,487.34 29,959.96 58.09100-00-51420-110-000 CLERK TREAS WAGES 5,957.27 3,049.64 5,468.78 2,419.14 55.76100-00-51420-130-000 CLERK TREAS SOC SEC/MEDICARE 437.56 2,886.15 4,968.37 2,082.22 58.09100-00-51420-131-000 CLERK TREAS WRS 414.03 12,274.17 20,905.32 8,631.15 58.71100-00-51420-132-000 CLERK TREAS HEALTH INSURANCE 1,742.11 0.00 72.00 72.00 0.00100-00-51420-133-000 CLERK TREAS LIFE INSURANCE 0.00 1,465.83 2,500.00 1,034.17 58.63100-00-51420-380-000 CLERK TREAS DEPT EXPENSES 129.00 11,179.15 15,000.00 3,820.85 74.53100-00-51420-390-000 CLERK TREAS MISC EXP 78.48 29,022.99 50,887.76 21,864.77 57.03100-00-51421-110-000 DEPUTY CLERK TREAS WAGES 4,040.38 2,152.48 3,892.91 1,740.43 55.29100-00-51421-130-000 DEP CLERK TR SOC SEC/MEDICARE 305.51 2,036.56 3,536.70 1,500.14 57.58100-00-51421-131-000 DEPUTY CLERK TREAS WRS 289.15 7,209.87 14,652.11 7,442.24 49.21100-00-51421-132-000 DEPUTY CLERK TREAS HEALTH 1,221.01 176.21 308.28 132.07 57.16100-00-51421-133-000 DEPUTY CLERK TREAS LIFE INSUR 56.06 174.28 500.00 325.72 34.86100-00-51421-390-000 DEPUTY CLERK TREAS MISC EXP 13.30 3,949.03 5,000.00 1,050.97 78.98100-00-51440-110-000 ELECTIONS WAGES 0.00 1,164.84 5,000.00 3,835.16 23.30100-00-51440-380-000 ELECTIONS DEPT EXPENSES 0.00 18,828.60 16,000.00 -2,828.60 117.68100-00-51510-211-000 AUDITOR AUDIT CONTRACT 9,578.10 17,206.00 28,000.00 10,794.00 61.45100-00-51530-212-000 ASSMT OF PROP ASSESSOR CONTRAC 2,458.00 210.00 60.00 -150.00 350.00100-00-51530-380-000 BOARD OF REVIEW DEPT EXPENSES 0.00 0.00 100.00 100.00 0.00100-00-51530-390-000 ASSMT OF PROP MISC EXP 0.00 5,143.25 8,000.00 2,856.75 64.29100-00-51600-220-000 TOWN HALL UTILITIES 510.02 1,269.76 3,000.00 1,730.24 42.33100-00-51600-221-000 TOWN HALL GRASS/SNOW 400.00 1,674.97 4,000.00 2,325.03 41.87100-00-51600-223-000 TOWN HALL PHONE 234.89 4,136.28 6,500.00 2,363.72 63.64100-00-51600-225-000 TOWN HALL JANITORIAL 798.06 2,156.12 7,000.00 4,843.88 30.80100-00-51600-380-000 TOWN HALL DEPT EXPENSES 229.84 2,431.97 3,700.00 1,268.03 65.73100-00-51600-510-000 TOWN HALL PROP/LIAB INSURANCE 60.00 0.00 3,000.00 3,000.00 0.00100-00-51600-820-000 TOWN HALL IMPROVEMENTS 0.00 Budget Comparison - Detail 2025 2025 Budget Status Budget % of July Fund: 100 - GENERAL FUND 4 ACCT 9:29 AM8/15/2025 Actual 2025 Account Number 07/31/2025 Budget Page: 1,136.46 2,500.00 1,363.54 45.46100-00-51900-313-000 OTHER GEN GOV POSTAGE 104.85 70.00 56.50 -13.50 123.89100-00-51900-390-000 OTH GEN GOV MISC EXP 0.00 3,032.00 11,000.00 7,968.00 27.56100-00-51900-510-000 OTH GEN GOV PROP/LIAB INSURANC 0.00 0.00 200.00 200.00 0.00100-00-51900-515-000 OTHER GEN GOV UNEMPLOY. COMP 0.00 ========================================================================================================================================= GENERAL GOVERNMENT 47,516.55 56.95 306,891.98 231,962.47538,854.45 ========================================================================================================================================= 5,833.31 10,000.00 4,166.69 58.33100-00-52200-120-000 FD CHIEF SALARY 833.33 2,916.62 5,000.00 2,083.38 58.33100-00-52200-121-000 FD ASST. CHIEF SALARY 416.66 2,900.00 6,000.00 3,100.00 48.33100-00-52200-122-000 FD CAPT SALARY 400.00 1,400.00 2,400.00 1,000.00 58.33100-00-52200-123-000 FD TREAS & SEC SALARY 200.00 1,350.00 1,200.00 -150.00 112.50100-00-52200-124-000 FD SAFETY/TRNG OFFICER SALARY 200.00 0.00 0.00 0.00 0.00100-00-52200-125-000 FD STAND BY PAY 0.00 6,965.00 13,000.00 6,035.00 53.58100-00-52200-126-000 FD DRILL & FIRE ALLOWANCE 1,353.75 2,390.47 2,900.00 509.53 82.43100-00-52200-130-000 FD SOC SEC/MEDICARE 414.58 1,954.19 1,000.00 -954.19 195.42100-00-52200-215-000 FD TOWN ALLOW TO FD 0.00 4,703.82 6,695.00 1,991.18 70.26100-00-52200-220-000 FD UTILITIES 498.38 1,870.00 4,000.00 2,130.00 46.75100-00-52200-221-000 FD GRASS/SNOW 260.00 438.03 650.00 211.97 67.39100-00-52200-223-000 FD PHONE 53.67 4,689.00 5,000.00 311.00 93.78100-00-52200-224-000 FD COMPUTER & WEBSITE 3,158.86 6,945.93 9,270.00 2,324.07 74.93100-00-52200-331-000 FD TRAINING 555.00 5,736.24 3,500.00 -2,236.24 163.89100-00-52200-341-000 FD SUPPLIES 114.84 9,433.32 25,000.00 15,566.68 37.73100-00-52200-360-000 FD VEHICLE MAINT 199.57 6,763.27 10,000.00 3,236.73 67.63100-00-52200-361-000 FD FIRE HALL MAINT 575.00 4,084.24 7,000.00 2,915.76 58.35100-00-52200-362-000 FD SERVICE/REPAIR EQUIP 486.02 31.50 1,500.00 1,468.50 2.10100-00-52200-380-000 FD DEPT EXPENSES 0.00 438.31 1,000.00 561.69 43.83100-00-52200-390-000 FD MISC EXP 0.00 4,491.63 23,000.00 18,508.37 19.53100-00-52200-510-000 FD PROP/LIAB INSURANCE 0.00 1,741.87 4,000.00 2,258.13 43.55100-00-52200-810-000 FD EQUIPMENT 761.40 10,000.25 10,300.00 299.75 97.09100-00-52210-000-000 2% FIRE DUES SERVICE AWARD 0.00 0.00 515.00 515.00 0.00100-00-52210-128-000 2% FIRE DUES INSPECT REL TRAIN 0.00 3,120.00 5,665.00 2,545.00 55.08100-00-52210-322-000 2% FIRE DUES FIRE INSPECT & PU 1,380.00 9,560.00 17,510.00 7,950.00 54.60100-00-52210-810-000 2% FIRE DUES DIST EQUIPMENT 0.00 0.00 165,827.00 165,827.00 0.00100-00-52220-000-000 PUBLIC FIRE PROTECTION 0.00 78,283.80 78,283.80 0.00 100.00100-00-52300-000-000 AMBULANCE 0.00 0.00 0.00 0.00 0.00100-00-52302-000-000 FIREHOUSE SUBS GRANT FUNDS 0.00 1,458.31 2,625.00 1,166.69 55.55100-00-52310-122-000 FIRST RESPONDER CAPT SALARY 208.33 9,360.00 15,500.00 6,140.00 60.39100-00-52310-127-000 FIRST RESPONDER CALL ALLOWANCE 1,530.00 827.83 1,200.00 372.17 68.99100-00-52310-130-000 FIRST RESPONDER SOC SEC/MEDICA 133.00 1,344.99 2,000.00 655.01 67.25100-00-52310-331-000 FIRST RESPONDER TRAINING 80.00 0.00 200.00 200.00 0.00100-00-52310-390-000 FIRST RESPONDER MISC EXP 0.00 3,484.03 6,000.00 2,515.97 58.07100-00-52310-810-000 FIRST RESPONDER EQUIPMENT 25.42 0.00 0.00 0.00 0.00100-00-52400-130-000 BUILDING INSPECTOR SOC SEC/MED 0.00 42,902.87 115,000.00 72,097.13 37.31100-00-52400-213-000 BUILDING INSPECTOR CONTRACT 0.00 0.00 0.00 0.00 0.00100-00-52400-390-000 BUILDING INSPECTOR MISC EXP 0.00 ========================================================================================================================================= PUBLIC SAFETY 13,837.81 42.19 237,418.83 325,321.97562,740.80 ========================================================================================================================================= 0.00 10,000.00 10,000.00 0.00100-00-53001-000-000 GENERAL ENGINEERING 0.00 25,706.42 67,000.00 41,293.58 38.37100-00-53100-110-000 PUBLIC WORKS WAGES 6,833.34 1,966.54 5,125.00 3,158.46 38.37100-00-53100-130-000 PUBLIC WORKS SOC SEC/MEDICARE 522.75 1,786.60 4,657.00 2,870.40 38.36100-00-53100-131-000 PUBLIC WORKS WRS 474.92 0.00 18,260.00 18,260.00 0.00100-00-53100-132-000 PUBLIC WORKS HEALTH INS 0.00 Budget Comparison - Detail 2025 2025 Budget Status Budget % of July Fund: 100 - GENERAL FUND 5 ACCT 9:29 AM8/15/2025 Actual 2025 Account Number 07/31/2025 Budget Page: 4,034.47 5,000.00 965.53 80.69100-00-53100-380-000 PUBLIC WORKS DEPT EXPENSES 1,155.36 8,438.16 115,000.00 106,561.84 7.34100-00-53101-000-000 GENERAL MAINT LOCAL RDS 2,406.41 10,229.15 160,000.00 149,770.85 6.39100-00-53102-000-000 HWY & ST. CONST LOCAL RDS 1,128.35 94.69 1,500.00 1,405.31 6.31100-00-53103-000-000 TRAFFIC CONTROL 0.00 957.00 0.00 -957.00 0.00100-00-53104-000-000 RD INSPECTOR HRLY WAGE 0.00 73.20 0.00 -73.20 0.00100-00-53104-130-000 RD INSPECTOR SOC SEC/MEDICARE 0.00 142.89 0.00 -142.89 0.00100-00-53104-390-000 RD INSPECTOR MISC 0.00 5,588.23 15,000.00 9,411.77 37.25100-00-53105-000-000 DRAINAGE & CULVERTS 0.00 58,103.76 101,557.37 43,453.61 57.21100-00-53106-000-000 SNOW REMOVAL EXPENSE 0.00 3,688.63 9,000.00 5,311.37 40.98100-00-53107-000-000 SNOW REMOVAL PRIV ROADS 0.00 4,751.09 9,000.00 4,248.91 52.79100-00-53420-000-000 STREET LIGHTING 790.57 0.00 1,000.00 1,000.00 0.00100-00-53432-000-000 SIDEWALK MAINT 0.00 1,170.00 5,000.00 3,830.00 23.40100-00-53440-450-000 STORM WATER PLANNING 0.00 7,181.80 30,000.00 22,818.20 23.94100-00-53440-451-000 STORM WATER MANAGEMENT 0.00 201,447.41 430,780.00 229,332.59 46.76100-00-53630-000-000 REFUSE & GARBAGE COLLECTION 29,303.75 105,003.00 193,500.00 88,497.00 54.27100-00-53635-000-000 RECYCLING 17,516.25 0.00 0.00 0.00 0.00100-00-53635-343-000 RECYCLING TOTES GARB/RECY 0.00 0.00 200.00 200.00 0.00100-00-53640-000-000 WEED & NUISANCE CONTROL 0.00 ========================================================================================================================================= PUBLIC WORKS 60,131.70 37.27 440,363.04 741,216.331,181,579.37 ========================================================================================================================================= 1,500.00 1,500.00 0.00 100.00100-00-54100-000-000 PUBLIC HEALTH ANIMAL CONTRO 0.00 945.25 1,200.00 254.75 78.77100-00-54110-000-000 DOG TAX FEES PAID TO COUNT 0.00 ========================================================================================================================================= HEALTH AND HUMAN SERVICES 0.00 90.56 2,445.25 254.75 2,700.00 ========================================================================================================================================= 3,720.08 8,000.00 4,279.92 46.50100-00-55200-110-000 PARKS WAGES 450.63 284.58 612.00 327.42 46.50100-00-55200-130-000 PARKS SOC SEC/MEDICARE 34.47 15,455.92 20,000.00 4,544.08 77.28100-00-55200-363-000 PARKS MAINTENANCE EXP 4,782.20 1,136.01 2,000.00 863.99 56.80100-00-55200-390-000 PARKS MISC EXP 243.67 0.00 2,500.00 2,500.00 0.00100-00-55201-820-000 PARKS IMPROVEMENTS 0.00 ========================================================================================================================================= CULTURE, RECREATION AND EDU. 5,510.97 62.20 20,596.59 12,515.41 33,112.00 ========================================================================================================================================= 0.00 0.00 0.00 0.00100-00-56200-110-000 ECONOMIC DEV COMMITTEE WAGES 0.00 0.00 7,600.00 7,600.00 0.00100-00-56200-455-000 ECONOMIC DEV WC-IDB 0.00 0.00 1,000.00 1,000.00 0.00100-00-56200-456-000 ECONOMIC DEV T.I.F. 0.00 0.00 1,800.00 1,800.00 0.00100-00-56200-457-000 ECONOMIC DEV 21 SOUTH 0.00 1,400.00 1,800.00 400.00 77.78100-00-56300-110-000 PLANNING COMMISSION WAGES 0.00 36.00 500.00 464.00 7.20100-00-56300-390-000 PLANNING COMMISSION MISC EXP 0.00 7,401.06 3,000.00 -4,401.06 246.70100-00-56400-452-000 LAND USE/ZONING SURVEYING &FYG 1,684.02 7,918.19 39,000.00 31,081.81 20.30100-00-56400-453-000 LAND USE/ZONING ENGINEERING 3,568.50 0.00 50,000.00 50,000.00 0.00100-00-56400-454-000 LAND USE/ZONING STM WATER POND 0.00 ========================================================================================================================================= CONSERVATION AND DEVELOPMENT 5,252.52 16.00 16,755.25 87,944.75 104,700.00 ========================================================================================================================================= 120,432.05 50,000.00 -70,432.05 240.86100-00-57100-000-000 LRP ENGINEERING & CONSTRUCT 10,518.89 4,650.00 0.00 -4,650.00 0.00100-00-57101-000-000 LRP EST/ACQUIS/LEGAL 0.00 5,000.00 40,000.00 35,000.00 12.50100-00-57102-000-000 LPR SOUTH LEG ROUNDABOUT 0.00 21,446.20 25,000.00 3,553.80 85.78100-00-57103-000-000 PUBLIC WORKS VEHICLE 0.00 0.00 10,000.00 10,000.00 0.00100-00-57200-000-000 RESERVE FOR TOWN REVALUATION 0.00 0.00 0.00 0.00 0.00100-00-57300-000-000 JONES POND 0.00 15,587.07 0.00 -15,587.07 0.00100-00-57301-000-000 BELLHAVEN LANE POND 440.33 3,500.00 78,000.00 74,500.00 4.49100-00-57302-000-000 LEONARD POINT DETENTION POND 0.00 Budget Comparison - Detail 2025 2025 Budget Status Budget % of July Fund: 100 - GENERAL FUND 6 ACCT 9:29 AM8/15/2025 Actual 2025 Account Number 07/31/2025 Budget Page: 0.00 0.00 0.00 0.00100-00-57400-000-000 FIRE EQUIPMENT 0.00 0.00 35,000.00 35,000.00 0.00100-00-57500-000-000 JONES PARK 0.00 ========================================================================================================================================= CAPITAL OUTLAY 10,959.22 71.69 170,615.32 67,384.68 238,000.00 ========================================================================================================================================= 275,000.00 406,415.00 131,415.00 67.66100-00-58100-610-000 GO REFUNDING BOND PRINCIPAL 0.00 50,445.80 0.00 -50,445.80 0.00100-00-58200-620-000 OMRO ROAD INTEREST 0.00 17,724.20 0.00 -17,724.20 0.00100-00-58201-620-000 STORM SEWER INTEREST 0.00 ========================================================================================================================================= DEBT SERVICE 0.00 84.44 343,170.00 63,245.00 406,415.00 ========================================================================================================================================= 0.00 0.00 0.00 0.00100-00-59200-000-000 TRANSFER TO OTHER FUNDS 0.00 ========================================================================================================================================= OTHER FINANCING USES 0.00 0.00 0.00 0.00 0.00 ========================================================================================================================================= ========================================================================================================================================= 1,538,256.26 3,068,101.62Total Expenses 143,208.77 50.14 1,529,845.36 ========================================================================================================================================= 870,720.700.0018,310.44 -870,720.70Net Totals Page 1 of 3 AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Maggie Mahoney, Administrator Date: August 20, 2025 RE: Certified Survey Map by petitioner Darryl Lehman, Martenson & Eisele, on behalf of James and Colleen Longworth to split parcel 0023753 into one lot and an outlot GENERAL INFORMATION: Petitioner: Darryl Lehman, Martenson & Eisele 101 W. Main Omro, WI 54963 Owner: James and Colleen Longworth 3209 Leonard Point Lane Oshkosh, WI 54904 Past Town Board Discussion(s): None Action Requested: Petitioner is requesting approval of the Certified Survey Map on behalf of the property owner to split parcel 0023753 to create a buildable residential lot on Kelsea Way and an outlot for a cul de sac on Leonard Point Lane. Property Location and Type: The subject property is zoned R-2 Suburban Residential District in the Lakevista Estates Subdivision. This parcel is not in an area of Town where a boundary agreement is currently in effect. ANALYSIS: The proposed CSM would split the existing parcel into a lot for a home and an outlot for a cul de sac in the R-2 Suburban Residential District. The lots would need to continue to meet the dimensional standards for single-family defined for that district in Chapter 23: Town/County Zoning of the Winnebago County Municipal Code, Exhibit 8-2 as follows: Page 2 of 3 The county will review the dimensional standards but the proposed lots do appear to meet the dimensional requirements. The creation of an outlot for a cul de sac for Leonard Point Lane is practical and this is a solution the property owner and county had discussed in the past; however, the creation of Page 3 of 3 the outlot at the rear of this property does create an access issue as it is only assessable by a private road. An agreement dated 8/6/25 (attached) was provided to the town and county that stating the intention of the Longworths to transfer ownership to the Leonards Point Lane Road Development Association, Inc on or before September 30, 2025. Staff are concerned that if that sale does not come to fruition an inaccessible “island” lot will be created and is recommending adding a condition that the outlot is sold to the HOA and that the agreement dated 8/6/25 be executed and recorded with the county register of deeds within 12 months of approval of the CSM by the county. Staff have consulted with the county on the agreement and the condition and they are in concurrence with it. PLANNING COMMISSION RECOMMENDATION: The Planning Commission considered this item at their August 13, 2025 meeting. Neither the petitioner nor the property owners were in attendance. Chairman Martin recused himself from this item and abstained from voting. The commission discussed the 8/6/25 agreement meaning and what conditions were necessary to ensure the outlot does not become inaccessible. The Planning Commission passed the motion to recommend approval for the proposed CSM to the Town Board with conditions. RECOMMENDED ACTION: The Planning Commission recommends approval of the CSM with conditions. Should the Town Board agree, the following motion may be made: “Motion to approve Certified Survey Map by petitioner Darryl Lehman, Martenson & Eisele, on behalf of James and Colleen Longworth to split parcel 0023753 into one lot and an outlot with the following conditions: The outlot is sold to the Leonard Point Lane Homeowners Association/entity that owns Leonard Point Lane and the agreement dated August 6, 2025 is executed and recorded with the Winnebago County Register of Deeds within 12 months of approval of the Certified Survey Map by Winnebago County.” ATTACHMENTS: 1. GIS map of current parcels 2. Town Application 3. Certified Survey Map of proposed lots 4. 8/6/25 Agreement Aerial of parcel 0023753: front of lot in on Kelsea Way, rear of lot is on Leonard Point Lane which is a private road AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Maggie Mahoney, Administrator Date: August 20, 2025 RE: Municipal Complex Needs Study Final Report SUMMARY: Kris Dressler with Cedar Corp will present their findings and recommendations and will answer questions from the board. This item is informational only—no decisions will be made at this meeting. Staff plan on holding development workshop this fall to discuss and determine priorities. The decision on how to move forward with the municipal complex will be part of those, as well as other, future discussions. RECOMMENDED ACTION: NA ATTACHMENTS: 1. Presentation slides 2. Final report TOWN HALL FACILITY NEED ASSESSMENT AUGUST 20, 2025 2 • Facility Condition Assessment of Town Hall ▪ Identify functional, structural, and safety issues ▪ Provide recommendations for improvement • Review of space needs and design trends ▪ Town Hall ▪ Public Works • Process ▪ Kick off meeting ▪ Facility condition assessment site visit ▪ Define space needs and programming for current and future needs ▪ Conceptual planning and estimating ▪ Review of funding opportunities • Findings and recommendations Objective Facility Condition Assessment 3 • Size: 5,400 sq. ft. • Construction: • Partial CMU with brick veneer • Partial wood stud with brick veneer • Wood joist framed shingled roof • Timeline: • 1966 – Original School • 1979 – Addition • 1985 – New Roof Configuration • Overall Condition: Fair to poor Facility Overview • Accessibility: • Non-compliant doors/hardware • Security: • No entry control • Limited visibility for staff • Public access to multiple areas • Interior Finishes: • Damaged flooring, ceiling, doors • Possible hazardous materials • Antiquated finishes Key Observations • Inadequate wall insulation • Single-pane windows • Roof leaking • Foundation separation in southeast corner • Brick façade moisture infiltration Building Envelope Issues • Heating: boiler beyond life expectancy • Electrical: outdated but functional • Lighting: LED in good condition • Plumbing: antiquated fixtures Building Systems Space Needs 8 9 • Current: 5,400 • Recommended: 7,853 • Key Needs: ▪ Secured lobby, meeting room, breakroom, and storage ▪ Public Works garage and restroom ▪ Expanded community and boardroom space ▪ Properly sized offices Space Needs Summary Solutions 10 11 • Minimal Upgrades to Existing Building • New efficient forced air heating system • Roof repair / replacement • Envelope repair: ▪ Tuckpointing ▪ Foundation separation • New Public Works garage • Cost: ▪ Construction: $934,000 ▪ Total: $1,280,330 • Timeline: 15 months ▪ Design: 6 months ▪ Bidding/Contracts: 3 months ▪ Construction: 6 months Option 1 • Full renovation of Existing Building • New efficient forced air heating system • Envelope repair: ▪ New Roof ▪ New Windows ▪ Tuckpointing ▪ Foundation separation • Security updates • Reconfigure layout • New Public Works garage • Cost: ▪ Construction: $1,344,000 ▪ Total: $1,897,040 • Timeline: 15 months ▪ Design: 6 months ▪ Bidding/Contracts: 3 months ▪ Construction: 6 months 12 Option 2 • New facility at current site • New 7,900 square foot Town Hall with Public Works Garage • Demo existing building • Cost: ▪ Construction: $2,336,100 ▪ Total: $3,335,304 • Timeline: 21 months ▪ Design: 6 months ▪ Bidding/Contracts: 3 months ▪ Construction: 12 months 13 Option 3 • New facility at current site with Fire • Option 03 • Plus, new 5,400 square foot Fire Station • Cost: ▪ Construction: $3,429,250 ▪ Total: $4,907,828 • Timeline: 25 months ▪ Design: 6 months ▪ Bidding/Contracts: 3 months ▪ Construction: 16 months 14 Option 3A • New facility at new site • New 7,900 square foot Town Hall with Public Works Garage • Centralized in future Town boundaries • Sale of existing building and sale/develop of property • Cost: ▪ Construction: $2,351,500 ▪ Total: $3,377,403 • Timeline: 18 months ▪ Design: 6 months ▪ Bidding/Contracts: 3 months ▪ Construction: 9 months 15 Option 4 • New facility at new site with Fire • Option 04 • Plus, new 5,400 square foot Fire Station • Sale of existing building and sale/develop of property • Cost: ▪ Construction: $3,525,500 ▪ Total: $5,045,465 • Timeline: 21 months ▪ Design: 6 months ▪ Bidding/Contracts: 3 months ▪ Construction: 12 months 16 Option 4A Funding Opportunities 17 18 • Grants: ▪ WI DOR Innovation Grant • Loans: ▪ USDA Community Facility Loans ▪ BCPL Loans ▪ USDA Direct Loan & Grant Program Funding Opportunities Summary and Next Steps 19 • Outdated • Inefficient • Security issues • Accessibility issues 20 Facility Condition Summary 21 Solutions Square Footage Construction Cost Total Project Cost Timeline Option 01 5,400 $934,000 $1,280,330 15 months Option 02 5,400 $1,344,000 $1,897,040 15 months Option 03 7,900 $2,336,100 $3,335,304 21 months Option 03A 13,300 $3,429,250 $4,907,828 25 months Option 04 7,900 $2,351,500 $3,377,403 18 months Option 04A 13,300 $3,525,500 $5,045,465 21 months 22 • Option 1: ▪ Hazardous materials review, prioritize upgrades • Option 2-4: ▪ Site Reviews, surveys, preliminary design • Recommendation: ▪ Option 4 comes at a higher cost however positions the Town well into the future. Next Steps KRIS.DRESSLER@CEDARCORP.COM JUSTIN.KEEN@CEDARCORP.COM HTTP://WWW.CEDARCORP.COM/ THANK YOU Algoma Town Hall Facility Needs Assessment Report August 12, 2025 Prepared for: Town of Algoma (Winnebago County) 15 North Oakwood Road Oshkosh, Wisconsin 54904 Prepared by: Cedar Corporation 1695 Bellevue Street Green Bay, Wisconsin 54311 Cedar Corporation Project Number: A7247-001 Town of Algoma, Facility Needs Assessment i Table of Contents Table of Contents ............................................................................................................................. i 1 Introduction.................................................................................................................................. 1 2 Facility Condition Assessment ...................................................................................................... 2 3 Space Needs ................................................................................................................................. 5 4 Utility Cost .................................................................................................................................... 7 5 Solutions ....................................................................................................................................... 8 6 Summary .................................................................................................................................... 10 List of Appendices Appendix A Original Floor Plan and Elevations ....................................................................... A-1 Appendix B Space Calculations ............................................................................................... A-4 Appendix C Design Options ..................................................................................................... A-6 Appendix D Opinions of Probable Project Costs ................................................................... A-10 Town of Algoma, Facility Needs Assessment 1 1 Introduction The Town of Algoma [Winnebago County, Wisconsin] retained Cedar Corporation (Cedar) to complete a Facility Needs Assessment for the Town Hall. The intent of the study is to understand the current facility needs, opportunities for renovation, or need for a new facility. The current facility is around 50 years old and is experiencing deficiencies such as finishes, safety, layout of space, mechanical and heating systems, and the general envelope. We have also reviewed the current and future needs of the staff and facility to determine the amount of space needed to serve the community now and in the future. Finally, we have prepared four options with varying approaches to meet the current and future needs; address identified deficiencies in the existing facility or build an entirely new building. Along with this report, we have prepared preliminary cost estimates (opinions of probable project costs) for those specific options. Town of Algoma, Facility Needs Assessment 2 2 Facility Condition Assessment In order to gain background and insight for the Facility Needs Assessment report, our team conducted staff interviews and toured Algoma’s Town Hall facilities. During staff interviews, we reviewed current spaces and uses. The staff indicated that the overall size of the facility was sufficient, but the allocation and layout of the spaces are not ideal. We also discussed the current known deficiencies throughout the facility as well as overall history of the facility. The current facility is a 5,400 square foot partial concrete masonry unit (CMU) with brick veneer and partial wood stud with brick veneer building and a wood joist framed shingled roof. The original School portion of the building is assumed to be constructed in 1966 with an addition in 1979 and new roof configuration in 1985. The building has had ongoing maintenance and minor repairs over the years and has been remodeled to adapt to the current office/workspaces. The building is considered to be in fair to poor condition. The structure appears intact but nonetheless after 60 years of use, the facility and envelope are in need of repairs, maintenance, and upgrades. During our analysis of the present facility, we discovered several deficiencies. These deficiencies include accessibility, security, exterior building envelope, interior finishes, building systems and problems with the overall flow and function of spaces. The specifics of these deficiencies is noted in more detail in the following paragraphs. We also noted a large opening at the southeast corner of the building in the Server/Storage area, in which it is possible to see daylight through. The existing facility was designed as an education facility with multiple additions. The additions appear to have occurred with little to no reorganization of rooms or spaces to address flow and function. While the office space is adequate for the five full-time employees, the current layout does not provide any type of reception or lobby area which allows the public to enter and have direct access to private offices. The community room is of adequate size, but the kitchen is separate. The boardroom is of adequate size for meetings and elections but lacks an adjoining conference room for closed sessions and storage for voting equipment. Along with the undesirable layout of the spaces, there are some areas that do not meet today’s modern standards and requirements. The restrooms were recently remodeled to be accessible and updated with new fixtures and finishes, but the remainder of the building has experienced little to no alterations. The current Public Works Office lacks sufficient daylight. The doors are not compliant with the current accessibility code, making it very challenging for someone who uses a wheelchair to enter. Other noted accessibility deficiencies include floor thresholds, stairs, front door closer operation, and door hardware. Town of Algoma, Facility Needs Assessment 3 In addition to making the facility accessible, the building has security issues to address. Currently, there is no control of who is able to enter the building, nor a common reception area. As noted previously, once inside the building, the public has access to several office spaces and beyond. Staff have commented that this scenario creates an uneasy feeling. The current layout also does not provide a line of sight for staff to see someone enter the building. By utilizing passive and hardened security, the facility can be better equipped to safeguard both the staff and visitors. Although security cameras were installed recently, there are more measures that can be added to make the building more secure. Those measures include: providing additional cameras, adding door access control at appropriate locations, adding impact resistant film to front entry glass, providing secure areas for cash and valuables, and considering a “buzz-to-enter” system. Some of the interior finishes are deteriorating which poses a health hazard for occupants. The flooring is old and peeling up in spots and missing in other areas. The flooring throughout the facility potentially contains hazardous materials, which will require further testing to determine. Transition strips are missing between flooring types. The ceiling tiles in various areas have started to bow and/or have visible water damage. Doors have rust and indications of water damage at the bottom with peeling paint at the interior side of exterior doors. The kitchen cabinets, counters, and overall finishes need updating and are showing wear. The building envelope needs updating in order for the facility to be more energy efficient and to mitigate moisture intrusion. The exterior wall wood framing appears to be 2X4 studs which does not allow for proper insulation in the wall cavity. The single pane windows do not meet modern standard energy codes. They allow an excess amount of heating and cooling to passively escape. New energy efficient windows would be needed to help retain the temperature inside the building and reduce operational costs. The roof shingles and attic insulation should be further evaluated; there are currently leaks in the roof from time to time that have not been located. It appears there was insulation added to the roof/attic space during the 1985 roof reconfiguration; however, additional insulation would benefit the facility’s energy efficiency. Through our analysis there is also evidence of moisture infiltrating the brick façade, creating mortar joint and cracking brick issues throughout the building. Mortar joint tuckpointing and brick replacement may be necessary upon further assessment. The foundation appears to be separating from the building at the floor in the southeast corner of the building along with cracking in the mortar of the concrete masonry unit (CMU) wall at that location. The building systems—including the hot water boiler system heating, electrical power, and plumbing—are cause for concern. They have reached their life expectancy and failures should be anticipated. The current hot water boiler heating system is beyond its usable lifespan and needs modern efficient equipment. The electrical wiring, fixtures, and service panels are antiquated and could be updated but currently in fair condition with no known issues. Town of Algoma, Facility Needs Assessment 4 There is an electrical panel located in the hallway accessible to the public. The lighting was updated to LED fixtures in 2022 and is in good condition. Certain portions of the plumbing operations have also fallen into disrepair. The sink in the Janitor’s Closet is old and needs replacing, possibly with a mop sink as opposed to the current utility type sink. The current site provides ample parking and good street access. With the boundary agreements, the location will not be central in the Town which is not ideal for a town hall. Given the location, the site would be a good candidate to return to the tax roll upon selling if a new site is chosen for the town hall. Town of Algoma, Facility Needs Assessment 5 3 Space Needs The Town of Algoma has an adequate amount of space within their facility. A boardroom is currently being used as functional town hall spaces; however, the public steps out into the hallway for closed sessions. The boardroom is also used for election day voting and is adequate for that purpose. The community room is used occasionally by the public for family gatherings and baby or wedding showers. A few clubs and community groups use this room to host meetings. Restrooms are available for such functions. There is a need for separate storage as several of the rooms are being used for some storage along a wall or corner. Some of these spaces include the offices, board room, community room, and town offices. While these spaces are currently being utilized by staff and the public, the shared use for storage can limit functionality of the space. A remodel or new facility would address separate storage areas as deemed adequate. These spaces would be provided with separate climate controlled and secured storage for records, server, election equipment and also storage for chairs, tables, and miscellaneous items. The Town needs a garage for storing a pickup truck and equipment currently owned by the Town. Proper sizing of a garage would also consider future equipment and staff requirements foreseen by the Town. For the size of community, we recommend that a town hall should be 7,850 square feet. Below, you will find a list of spaces in the current facility along with the size of them compared to the spaces that are recommended for a town of this size. These are the recommended spaces and sizes based on the Town of Algoma’s needs. Space/Room Current Square Footage Recommended Square Footage Comment Men’s (Public) 105 56 Women’s (Public) 107 56 Staff Restroom - 56 Secured Lobby - 100 Open Office 726 500 Contains room for 3 employees Future Office - 100 Town of Algoma, Facility Needs Assessment 6 Space/Room Current Square Footage Recommended Square Footage Comment Board Room 1,863 1,050 Community Space 532 940 Expand into board room Meeting Room - 500 Seats 8–10 people Town Admin 200 225 Town Clerk 200 225 Director of Public Works 118 225 Storage 532 700 Includes separate storage for election equipment, tables and chairs, record storage, and miscellaneous storage Kitchenette 132 125 Breakroom - 80 Janitor’s Closet 26 50 Basement 512 - Circulation 864 300 Public Works Garage - 1,200 Public Works Restroom - 56 20% for walls, etc. 1,309 Total: 5,405 7,853 Town of Algoma, Facility Needs Assessment 7 4 Utility Cost The Town spends a great deal of funds to operate the energy-inefficient space of the Town Hall. The current boiler system is in disrepair and in need of new components. Upgrading the existing, inefficient boiler will reduce heating costs. Updates to the building envelope will also increase the building energy efficiency. The facility is served by a 120/240 volt, single-phase, 200-amp electrical service. The facility was upgraded to LED bulb and fixtures about four years ago. The Town could reduce the cost of utilities if they choose to make some or all the recommended updates. The cost savings of the utilities can vary depending on the usage of the facility, but for purpose of this report, we have developed a scenario to understand the potential savings to the Town’s operations. If we assume the hours of operation of the Town Hall do not change, we can base the cost savings on average efficiencies gained by updating the heating system. Updating the heating system would gain approximately 20% efficiency of gas utility costs. Town of Algoma, Facility Needs Assessment 8 5 Solutions Based on our analysis and space needs, we put together four potential options with two sub options. The options listed below are what we would anticipate the project including. Option 01: Fix/Upgrade Current Facility • Total Square Footage: 5,400 • New efficient forced air heating system • Evaluate roof for repair, leaks, and possible replacement • Envelope repair, tuckpointing and separation issue • Update door hardware for accessibility • New garage for vehicles and equipment Option 02: Renovation/ Upgrade Current Facility • Total Square Footage: 5,400 • New efficient forced air heating system • New roof and windows • Envelope repair, tuckpointing and separation issue • Update door hardware for accessibility • Security updates • Demo existing walls and redesign for efficient use and flow of spaces • New finishes throughout • New MEP systems and fixtures • New garage for vehicles and equipment Town of Algoma, Facility Needs Assessment 9 Option 03: New Facility at Current Site • Total Square Footage: 7,900 • Demo existing building and site components as required for new work • New building with space as required by needs assessment • Option 03A to include Fire Department Office and Garage space as required Option 04: New Facility at New Site near HWY 21 Corridor • Total Square Footage: 7,900 • New building with space as required by needs assessment • Option 04A to include Fire Department Office and Garage space as required Option Building Construction Site Development Soft Cost Furnishings Project Cost 1 $780,000 $154,000 $346,330 $0 $1,280,330 2 $1,185,500 $159,000 $499,280 $53,760 $1,897,040 3 $2,083,000 $253,100 $867,357 $151,847 $3,335,304 3A $3,163,000 $266,250 $1,272,823 $205,755 $4,907,828 4 $1,975,000 $376,500 $873,055 $152,848 $3,377,403 4A $3,055,000 $470,500 $1,308,435 $211,530 $5,045,465 Notes: 1. Assumes Fall 2025 construction cost. Escalation factors will range depending on market conditions. 2. Assumptions of materials, equipment, preliminary finish selections , and inflation have been made to provide a preliminary cost estimate. 3. Opinions of Probable Project Costs are supplied for general guidance only. Cedar Corporation has no control over competitive bidding or market conditions; thus, we cannot guarantee accuracy of such opinions as compared to contract bids or actual cost to Owner. 4. Opinions of Probable Project Costs do not include staff relocation, rental, or phasing costs. 5. Land Acquisition costs were based on GIS assessed land value divided by the total acres stated and multiplied by the numbers of acres recommended for new facility. Town of Algoma, Facility Needs Assessment 10 6 Summary Based on our review and findings, the existing Algoma Town Hall Facilities no longer provide a safe and efficient building that is needed for a modern town hall facility to function properly. Throughout our analysis of the current facility, we discovered several deficiencies. These deficiencies include a general lack of flow, accessibility and security issues, deteriorating interior finishes, concerns with the building envelope, and ineffective building systems for the current facility use. We provided four options to address all deficiencies in the facility. Option 01 comes at the lowest cost and includes renovations to meet the bare minimum of what should be done. Option 02 is the next lowest cost and will include a complete renovation of the existing building. Option 03 would be to demo the existing building and build a new facility to meet the Town’s needs on the current site. Option 04 comes at a higher cost per square foot of usable space, however, provides the Town with the opportunity to sell the existing facility to offset construction costs. It includes purchasing a new site located more towards the center of the Town and constructing a new facility to meet the Town’s current and future needs. Depending on which option the Town would like to proceed with, the next steps vary slightly. For Option 01 the next step would include conducting a hazardous material investigation and prioritization of deficiency solutions. The next steps for Option 02, 03, or 04 would include review of potential location on existing property or alternative locations, obtaining site topographical survey, geotechnical investigation, review of existing facility sale or uses, and begin preliminary design discussions. There are relatively few grant funding programs available to finance and construct municipal administration buildings such as that being proposed by the Town of Algoma, however; the following programs may offer some opportunities: • There is a new Innovation Grant Program developed by the Wisconsin Department of Revenue (DOR). The grant application will be available in mid-July 2025 and will be available through March 31, 2026, the grant submittal deadline. The Innovation Grant Programs (Innovation Planning Grant and Innovation Grant) were created under 2023 Wisconsin Act 12. The program is designed to encourage counties, municipalities, and tribes (transferor) to implement an innovation plan that transfers one or more allowable services/duties to another county, municipality, tribe, nonprofit organization, or private entity (transferee) while also achieving cost savings. This could include services such as: o Public safety, including law enforcement (not jails) o Fire protection o Emergency services o Courts o Jails o Training Town of Algoma, Facility Needs Assessment 11 o Communications o Public works o Information technology o Administration, including staffing, payroll, and human resources o Economic development and tourism o Public health o Housing, planning, and zoning o Parks and recreation In addition, several loan programs exist which may be applicable for financing a new town hall, including: • The Community Facility Guaranteed Loan (USDA) provides funding for essential community facilities (town halls included) for communities under 50,000 persons. The loan is for 40 years maximum with a negotiable interest rate. • The Community Facilities Direct Loan & Grant Program (USDA) provides essentially the same thing as the Community Facility Guaranteed Loan (USDA), however; the community’s population must be less than 20,000 persons. Some granting of funds may be offered if the community has a significant low to moderate income population. • Board of Commissioners of Public Lands (BCPL) offers loans to municipalities, schools, lake districts, metropolitan sewerage districts and town sanitary districts for a wide variety of purposes. The application deadline is continuous, and the loan terms vary. Town of Algoma, Facility Needs Assessment Appendices List of Appendices The following appendices are referenced in this report and are included in this section, as follow: • Appendix A: Original Floor Plan and Elevations • Appendix B: Space Calculations • Appendix C: Design Options • Appendix D: Opinions of Probable Project Costs Town of Algoma, Facility Needs Assessment A-1 Appendix A Original Floor Plan and Elevations Appendix A includes the original floor plan and elevations of the current facility. Town of Algoma, Facility Needs Assessment A-4 Appendix B Space Calculations Appendix B includes space calculations for current and recommended spaces and sizes. Project: Location: Date: Town Hall Recommended Comment Building Space Length x Width = SF Qty Level Length x Width = SF Qty Total SF Office Area Men's (Public) 8 x 13 105 1 105 sf 1 7 x 8 56 1 56 Women's (Public) 8 x 14 107 1 107 sf 1 7 x 8 56 1 56 Staff Restroom 0 x 0 0 0 0 1 7 x 8 56 1 56 Secured Lobby 0 x 0 0 0 0 sf 1 10 x 10 100 1 100 Open Office 23 x 32 726 1 726 sf 1 25 x 20 500 1 500 Contains room for three employees Future Office 0 x 0 0 0 0 sf 1 10 x 10 100 1 100 Board Room 37 x 51 1,863 1 1863 sf 1 30 x 35 1,050 1 1050 Community Space 23 x 24 532 1 532 sf 1 30 x 31 930 1 940 option to expand into board room but not Dias and AV equip Meeting Room 0 x 0 0 0 0 sf 1 25 x 20 500 1 500 Seats 8-10 people Town Admin 14 x 14 200 1 200 sf 1 15 x 15 225 1 225 Town Clerk 14 x 14 200 1 200 sf 1 15 x 15 225 1 225 Director of Public Works 13 x 9 118 1 118 sf 1 15 x 15 225 1 225 Storage 25 21 532 1 532 sf 0 Tables and Chairs Storage 0 0 0 0 10 15 150 1 150 Record Storage 0 0 0 0 10 15 150 1 150 Election Storage 0 x 0 0 0 0 sf 1 20 x 20 400 1 400 Kitchenette 15 x 9 132 1 132 sf 1 12 x 10 120 1 125 Breakroom 0 x 0 0 0 0 sf 1 10 x 8 80 1 80 Janitor Closet 8 x 3 26 1 26 sf 1 10 x 5 50 1 50 Basement 24 x 21 512 1 512 sf 0 0 x 0 0 0 0 Circulation 80 x 11 864 1 864 sf 1 10 x 30 300 1 300 Public Works Garage 0 x 0 0 0 0 sf 1 40 x 30 1,200 1 1200 2 Garage Bays (Pick-ups) Public Works Restroom 0 x 0 0 0 0 sf 1 7 x 8 56 1 56 Subtotal: 5,917 sf Subtotal: 6,544 0% sf 20% 1,309 Total: 5,917 sf Total: 7,853 Recommended Size Current ** Efficiency ratio includes circulation, structure and walls, and unassigned storage. Current Size Total SF Space Needs Summary Town of Algoma Space Needs Analysis Town of Algoma, Wisconsin July 22, 2025 Units in square feet unless specified otherwise. Town of Algoma, Facility Needs Assessment A-6 Appendix C Design Options Appendix C includes design options for Options 02, 03, 03A, 04, and 04A. Town of Algoma, Facility Needs Assessment A-10 Appendix D Opinions of Probable Project Costs Appendix D includes Opinions of Probable Project Costs for Options 01, 02, 03, 03A, 04, and 04A. OPINION OF PROBABLE PROJECT COST Client Project No. A7242-001 Project Date 08.12.2025 Prepared By Revised Date Unit Qty Unit Price Cost SF 5400 $100.00 $540,000.00 SF 1200 $200.00 $240,000.00 AL $25,000.00 AL $129,000.00 $934,000.00 % $934,000.00 15.0% $140,100.00 % $934,000.00 7.5% $70,050.00 % $934,000.00 7.5% $70,050.00 AL $65,380.00 AL $750.00 $346,330.00 % $934,000.00 0.0% $0.00 % $934,000.00 0.0% $0.00 % $934,000.00 0.0% $0.00 $0.00 $1,280,330.00 6. Opinions of probable costs do not include staff relocation, rental, or phasing costs. Town of Algoma Municipal Complex Needs Analysis K. Dressler Option 01: New efficient forced air heating and cooling system, roof and envelope repair and new 1,200 square foot Public Works Garage Item Building Town Hall Renovation Proposed Public Works Garage Site Development Asphalt Parking Lot Reconstruction Subtotal Construction Contingency Contract Administration Construction Observation Permits and Regulatory Review Subtotal 4. Assumptions of Materials, equipment, preliminary finish selections and inflation have been made to provide a preliminary cost estimate. 5. Opinions of probable cost prepared by Cedar Corp. are supplied for general guidance only. Cedar Corp has no control over competitive bidding or market conditions, thus we cannot guarantee accuracy of such opinions as compared to contract bids or actual costs to the owner. Public Works Garage Site Grading and Restoration TOTAL PROJECT COST NOTES: 1. Does not include soft costs such as attorney fees 2. Assumes the site contains no hazardous waste. 3. Assumes 2025 construction cost. Escalation factors will range depending on market conditions. Facility Furnishings Allowance Phone & Data system (server, and or equipment) Security System FFE Subtotal Design Fee Community Infrastructure • Architecture • Environmental Services Cedarburg • Green Bay • Madison • Menomonie Page 1 of 6 OPINION OF PROBABLE PROJECT COST Client Project No. A7242-001 Project Date 08.12.2025 Prepared By Revised Date Unit Qty Unit Price Cost SF 5400 $175.00 $945,000.00 SF 1200 $200.00 $240,000.00 AL $25,000.00 AL $129,000.00 AL $5,000.00 $1,344,000.00 % $1,344,000.00 15.0% $201,600.00 % $1,344,000.00 7.5% $100,800.00 % $1,344,000.00 7.5% $100,800.00 AL $94,080.00 AL $2,000.00 $499,280.00 % $1,344,000.00 0.0% $0.00 % $1,344,000.00 1.0% $13,440.00 % $1,344,000.00 3.0% $40,320.00 $53,760.00 $1,897,040.00 6. Opinions of probable costs do not include staff relocation, rental, or phasing costs. Site Development Town of Algoma Municipal Complex Needs Analysis K. Dressler Option 02: New efficient forced air heating and cooling system, new roof, new windows, envelope repair, security updates, reconfigure spaces, new finishes, and new 1,200 square foot Public Works Garage Item Building Town Hall Renovation Proposed Public Works Garage Subtotal Public Works Garage Site Grading and Restoration Asphalt Parking Lot Reconstruction Park Relocation Subtotal Construction Contingency Design Fee Contract Administration Construction Observation Permits and Regulatory Review 4. Assumptions of Materials, equipment, preliminary finish selections and inflation have been made to provide a preliminary cost estimate. 5. Opinions of probable cost prepared by Cedar Corp. are supplied for general guidance only. Cedar Corp has no control over competitive bidding or market conditions, thus we cannot guarantee accuracy of such opinions as compared to contract bids or actual costs to the owner. TOTAL PROJECT COST Facility Furnishings Allowance Phone & Data system (server, and or equipment) Security System FFE Subtotal 1. Does not include soft costs such as attorney fees 2. Assumes the site contains no hazardous waste. NOTES: 3. Assumes 2025 construction cost. Escalation factors will range depending on market conditions. Community Infrastructure • Architecture • Environmental Services Cedarburg • Green Bay • Madison • Menomonie Page 2 of 6 OPINION OF PROBABLE PROJECT COST Client Project No. A7242-001 Project Date 08.12.2025 Prepared By Revised Date Unit Qty Unit Price Cost SF 7900 $250.00 $1,975,000.00 SF 5400 $20.00 $108,000.00 AL $105,600.00 AL $13,500.00 AL $129,000.00 AL $5,000.00 $2,336,100.00 % $2,336,100.00 15.0% $350,415.00 % $2,336,100.00 7.5% $175,207.50 % $2,336,100.00 7.5% $175,207.50 AL $163,527.00 AL $3,000.00 $867,357.00 % $2,336,100.00 1.0% $23,361.00 % $2,336,100.00 1.5% $35,041.50 % $2,336,100.00 4.0% $93,444.00 $151,846.50 $3,355,303.50 Town of Algoma Municipal Complex Needs Analysis K. Dressler Option 03: New 7,850 square foot Town Hall Complex with Public Works Garage on existing site and demolition of existing Town Hall building. Item Contingency Building Proposed Town Hall Complex Building Demolition Site Development Public Works Garage Site Grading and Restoration Asphalt Parking Lot Reconstruction Park Relocation Subtotal Construction Contract Administration Construction Observation Permits and Regulatory Review Subtotal 4. Assumptions of Materials, equipment, preliminary finish selections and inflation have been made to provide a preliminary cost estimate. 5. Opinions of probable cost prepared by Cedar Corp. are supplied for general guidance only. Cedar Corp has no control over competitive bidding or market conditions, thus we cannot guarantee accuracy of such opinions as compared to contract bids or actual costs to the owner. Utilities TOTAL PROJECT COST NOTES: 1. Does not include soft costs such as attorney fees 2. Assumes the site contains no hazardous waste. 3. Assumes 2025 construction cost. Escalation factors will range depending on market conditions. Facility Furnishings Allowance Phone & Data system (server, and or equipment) Security System FFE Subtotal Design Fee Community Infrastructure • Architecture • Environmental Services Cedarburg • Green Bay • Madison • Menomonie Page 3 of 6 OPINION OF PROBABLE PROJECT COST Client Project No. A7242-001 Project Date 08.12.2025 Prepared By Revised Date Unit Qty Unit Price Cost SF 7900 $250.00 $1,975,000.00 SF 5400 $20.00 $108,000.00 SF 5400 $200.00 $1,080,000.00 AL $138,000.00 AL $15,750.00 AL $107,500.00 AL $5,000.00 $3,429,250.00 % $3,429,250.00 15.0% $514,387.50 % $3,429,250.00 7.5% $257,193.75 % $3,429,250.00 7.5% $257,193.75 AL $240,047.50 AL $4,000.00 $1,272,822.50 % $3,429,250.00 1.0% $34,292.50 % $3,429,250.00 1.0% $34,292.50 % $3,429,250.00 4.0% $137,170.00 $205,755.00 $4,907,827.50 Public Works Garage Site Grading and Restoration Town of Algoma Municipal Complex Needs Analysis K. Dressler Option 03A: New 7,850 square foot Town Hall Complex with Public Works Garage and 5,400 square foot Fire Station on existing site and demolition of existing Town Hall building. Item Building Proposed Town Hall Complex Building Demolition Site Development Subtotal Utilities Asphalt Parking Lot Reconstruction Park Relocation Subtotal Construction Contingency Design Fee Contract Administration Construction Observation Permits and Regulatory Review 3. Assumes 2025 construction cost. Escalation factors will range depending on market conditions. 4. Assumptions of Materials, equipment, preliminary finish selections and inflation have been made to provide a preliminary cost estimate. 5. Opinions of probable cost prepared by Cedar Corp. are supplied for general guidance only. Cedar Corp has no control over competitive bidding or market conditions, thus we cannot guarantee accuracy of such opinions as compared to contract bids or actual costs to the owner. Proposed Town Fire Station TOTAL PROJECT COST NOTES: 1. Does not include soft costs such as attorney fees 2. Assumes the site contains no hazardous waste. Facility Furnishings Allowance Phone & Data system (server, and or equipment) Security System FFE Subtotal Community Infrastructure • Architecture • Environmental Services Cedarburg • Green Bay • Madison • Menomonie Page 4 of 6 OPINION OF PROBABLE PROJECT COST Client Project No. A7242-001 Project Date 08.12.2025 Prepared By Revised Date Unit Qty Unit Price Cost SF 7900 $250.00 $1,975,000.00 AL $151,500.00 AL $225,000.00 $2,351,500.00 % $2,351,500.00 15.0% $352,725.00 % $2,351,500.00 7.5% $176,362.50 % $2,351,500.00 7.5% $176,362.50 AL $164,605.00 AL $3,000.00 AL $7,502.54 $873,055.00 % $2,351,500.00 1.0% $23,515.00 % $2,351,500.00 1.5% $35,272.50 % $2,351,500.00 4.0% $94,060.00 $152,847.50 $3,377,402.50 Town of Algoma Municipal Complex Needs Analysis K. Dressler Option 04: New 7,850 square foot Town Hall Complex with Public Works Garage on approximately 2-acre green site. Item Asphalt Parking Lot Subtotal Construction Building Proposed Town Hall Complex Site Development Site Work Subtotal Contingency Design Fee Contract Administration Construction Observation Permits and Regulatory Review Subtotal Facility Furnishings Allowance Phone & Data system (server, and or equipment) Security System FFE Land Acquistition 6. Land Acquisition costs were based on GIS assessed land value divided by the total acres stated and multiplied by the numbers of acres recommended for new facility. 3. Assumes 2025 construction cost. Escalation factors will range depending on market conditions. 4. Assumptions of Materials, equipment, preliminary finish selections and inflation have been made to provide a preliminary cost estimate. 5. Opinions of probable cost prepared by Cedar Corp. are supplied for general guidance only. Cedar Corp has no control over competitive bidding or market conditions, thus we cannot guarantee accuracy of such opinions as compared to contract bids or actual costs to the owner. TOTAL PROJECT COST NOTES: 1. Does not include soft costs such as attorney fees 2. Assumes the site contains no hazardous waste. Community Infrastructure • Architecture • Environmental Services Cedarburg • Green Bay • Madison • Menomonie Page 5 of 6 OPINION OF PROBABLE PROJECT COST Client Project No. A7242-001 Project Date 08.12.2025 Prepared By Revised Date Unit Qty Unit Price Cost SF 7900 $250.00 $1,975,000.00 SF 5400 $200.00 $1,080,000.00 AL $213,000.00 AL $257,500.00 $3,525,500.00 % $3,525,500.00 15.0% $528,825.00 % $3,525,500.00 7.5% $264,412.50 % $3,525,500.00 7.5% $264,412.50 AL $246,785.00 AL $4,000.00 AL $11,253.81 $1,308,435.00 % $3,525,500.00 1.0% $35,255.00 % $3,525,500.00 1.0% $35,255.00 % $3,525,500.00 4.0% $141,020.00 $211,530.00 $5,045,465.00 Town of Algoma Municipal Complex Needs Analysis K. Dressler Option 04A: New 7,850 square foot Town Hall Complex with Public Works Garage and 5,400 square foot Fire Station on approximately 3-acre green site. Item Building Proposed Town Hall Complex Proposed Town Fire Station Site Development Subtotal Site Work Asphalt Parking Lot Subtotal Construction FFE Contingency Design Fee Contract Administration Construction Observation Permits and Regulatory Review Subtotal Facility Furnishings Allowance Phone & Data system (server, and or equipment) Security System Land Acquistition TOTAL PROJECT COST NOTES: 6. Land Acquisition costs were based on GIS assessed land value divided by the total acres stated and multiplied by the numbers of acres recommended for new facility. 2. Assumes the site contains no hazardous waste. 3. Assumes 2025 construction cost. Escalation factors will range depending on market conditions. 4. Assumptions of Materials, equipment, preliminary finish selections and inflation have been made to provide a preliminary cost estimate. 5. Opinions of probable cost prepared by Cedar Corp. are supplied for general guidance only. Cedar Corp has no control over competitive bidding or market conditions, thus we cannot guarantee accuracy of such opinions as compared to contract bids or actual costs to the owner. 1. Does not include soft costs such as attorney fees Community Infrastructure • Architecture • Environmental Services Cedarburg • Green Bay • Madison • Menomonie Page 6 of 6 BUILDING TRUST YOUR PROJECT • OUR PASSION W61N497 Washington Avenue Cedarburg, WI 53012 262-204-2360 2820 Walton Commons West Suite 142 Madison, WI 53718 608-249-5046 1695 Bellevue Street Green Bay, WI 54311 920-491-9081 604 Wilson Avenue Menomonie, WI 54751 715-235-9081 www.cedarcorp.com AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Jason Loduha, Director of Public Works Date: August 20, 2025 RE: Pay Request #1 for the 2025 Asphalt Resurfacing Program Payable to Northeast Asphalt, Inc in the amount of $119,195.20 SUMMARY: This is Pay request #1 for the 2025 Asphalt Resurfacing Program Payable to Northeast Asphalt, Inc. The attached request includes: • Contractor’s Application for Payment • Itemized Cost Breakdown • Schedule of Values • Schedule of Unit Prices Please note, a 5% retainage is being held for the ditch repair on Oneida Avenue to ensure the work is properly completed. A final pay request may be submitted upon satisfactory completion of this repair. RECOMMENDED ACTION: Staff recommends approval of Pay Request #1. Should the Town Board agree the following motion may be made: “Motion to approve Pay Request #1 for the 2025 Asphalt Resurfacing Program Payable to Northeast Asphalt, Inc in the amount of $119,195.20.” ATTACHMENTS: 1. Pay Request #1 AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Maggie Mahoney, Administrator Date: August 20, 2025 RE: 2026-2030 Capital Improvement Plan SUMMARY: Initial discussion of the 2026-2030 Capital Improvement Plan (CIP). The CIP was last updated and adopted in the previous year as part of the 2025 budget process. Known changes to project costs and schedules are reflected and will be discussed with the Board. Edits and additional projects, maintenance, and equipment purchases will be added as RECOMMENDED ACTION: NA ATTACHMENTS: 1. Projects by Funding Source and Department 2. Project Detail 2026 through 2030 Capital Improvement Plan Algoma, Wisconsin Projects & Funding Sources By Department Department Project # Priority 2026 2027 2028 2029 2030 Total Administration Annual Computer Replacements AD-AN-01 1 4,000 4,000 4,000 4,000 0 16,000 General Fund 4,000 4,000 4,000 4,000 16,000 Server Replacement AD-26-01 1 10,000 0 0 0 0 10,000 General Fund 10,000 10,000 Administration Total 14,000 4,000 4,000 4,000 0 26,000 Culture and Recreation Jones Park Playground Surface Upgrades CR-27-01 1 0 150,000 0 0 0 150,000 General Fund 150,000 150,000 Jones Park West Parking Lot CR-25-01 1 110,000 0 0 0 0 110,000 Park Improvement Fund 110,000 110,000 Lake Butte des Morts Public Landing CR-26-02 1 5,000 0 0 0 0 5,000 General Fund 5,000 5,000 Update Comprehensive Outdoor Recreation Plan CR-25-03 1 0 0 0 0 25,000 25,000 General Fund 25,000 25,000 Culture and Recreation Total 115,000 150,000 0 0 25,000 290,000 Fire Department Refurbish #8 Rescue/Engine 21 FD-25-01 1 256,000 0 0 0 0 256,000 General Fund 226,000 226,000 Refurbish #8 Rescue/Engine 21 30,000 30,000 Replace #6 Tender 21 FD-26-01 1 375,000 0 0 0 0 375,000 General Obligation Debt 375,000 375,000 Fire Department Total 631,000 0 0 0 0 631,000 Public Works Clairville Road Extension South from STH 21 PW-26-04 1 20,000 200,000 4,517,000 0 0 4,737,000 General Fund 20,000 20,000 General Obligation Debt 200,000 4,517,000 4,717,000 Leonard Point Road - East to West PW-28-01 1 0 0 50,000 0 0 50,000 General Fund 50,000 50,000 Leonard Point Road - STH 21 to Highland Shore Ln PW-26-02 1 310,000 1,900,000 0 0 0 2,210,000 General Fund 310,000 310,000 General Obligation Debt 1,900,000 1,900,000 Municipal Complex BD-26-01 1 300,000 3,800,000 0 0 0 4,100,000 General Obligation Debt 300,000 3,800,000 4,100,000 Road Resurfacing (Mill and Pave) PW-AN-04 1 160,000 129,000 132,000 136,000 140,000 697,000 General Fund 160,000 129,000 132,000 136,000 140,000 697,000 STH 21 & Leonard Point Road Roundabout South Leg PW-26-01 1 735,000 0 0 0 0 735,000 County Aid 347,500 347,500 General Obligation Debt 387,500 387,500 Produced Using Plan-It CIP Software Page 1 / 2 Public Works Total 1,525,000 6,029,000 4,699,000 136,000 140,000 12,529,000 Storm Water Leonard Point Road Wet Detention Pond SW-26-01 1 1,157,000 0 0 0 0 1,157,000 General Obligation Debt 1,157,000 1,157,000 Storm Water Total 1,157,000 0 0 0 0 1,157,000 GRAND TOTAL 3,442,000 6,183,000 4,703,000 140,000 165,000 14,633,000 Department Project # Priority 2026 2027 2028 2029 2030 Total Produced Using Plan-It CIP Software Page 2 / 2 Annual Computer Replacements 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # AD-AN-01 Project Name Annual Computer Replacements Total Project Cost $24,000 Contact Administrator Department Administration Type Equipment Category Equipment: Computers Priority 2 - Very Important Status Active Useful Life 5 years Description Replace 1-2 town computers and IT hardware/equipment annually. Justification Replacing 1-2 each year will ensure we are keeping up with our replacement schedule at a pace we can control and budget for effectively. Older computers will be cascaded to less heavy users to extend their lives. Prior Expenditures 2026 2027 2028 2029 2030 Total 4,000 Equip / Vehicles / Furnishings 4,000 4,000 4,000 4,000 4,000 20,000 Total 4,000 4,000 4,000 4,000 4,000 20,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 4,000 General Fund 4,000 4,000 4,000 4,000 0 16,000 Unassigned 0 0 0 0 4,000 4,000 Total 4,000 4,000 4,000 4,000 4,000 20,000 Produced Using Plan-It CIP Software Page 1 / 15 Clairville Road Extension South from STH 21 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # PW-26-04 Project Name Clairville Road Extension South from STH 21 Total Project Cost $4,737,000 Contact Administrator Department Public Works Type Improvement Category Street Construction Priority 2 - Very Important Status Active Useful Life 30 years Description Construct new road to extend the road south of the STH 21 roundabout that is being installed in 2026, eventually extending south to Clairville Road. Schedule and cost will depend on development in that area which is TBD. Update per August 2025: Project shown constructed in one year in 2028 as an estimate. Will work with surrounding jurisdictions and possibly seek grant funding. Can change typical section type and/or phase the project too. The length of this road segment, from the south end of the south RAB approach being constructed by WisDOT is ~4800 lane feet. Assuming same typical section as the Leonard Point Road Project the cost per mile for the LPR project is $4,320,000/mile: Construction (.91 miles @$4,320,000)=$3,931,200 Engineering (assume 20% for design, bidding and construction)=$786,240 ROW acquisition (66 ft width) = 7.3 acres. Cost not included as may be dedicated by developer. Justification New roads/infrastructure will be necessary to develop this area. Expenditures 2026 2027 2028 2029 2030 Total Construction / Maintenance 0 0 4,517,000 0 0 4,517,000 Planning / Design 20,000 200,000 0 0 0 220,000 Total 20,000 200,000 4,517,000 0 0 4,737,000 Funding Sources 2026 2027 2028 2029 2030 Total General Obligation Debt 0 200,000 4,517,000 0 0 4,717,000 General Fund 20,000 0 0 0 0 20,000 Total 20,000 200,000 4,517,000 0 0 4,737,000 Produced Using Plan-It CIP Software Page 2 / 15 Jones Park Playground Surface Upgrades 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # CR-27-01 Project Name Jones Park Playground Surface Upgrades Total Project Cost $150,000 Contact Administrator Department Culture and Recreation Type Improvement Category Park Improvements Priority 4 - Less Important Status Active Useful Life 15 years Description Replace wood chips with poured in place rubber surface in two playgrounds at Jones Park. Justification Poured in place rubber surface can be designed to be ADA accessible and are nonslip when wet. Upfront costs are higher but the surface is easier to maintain than loose-fill options such as wood or rubber chips. Easy to clean. Over time shifting in seams can create tripping hazards and would need to be monitored and replaces as necessary. Expenditures 2026 2027 2028 2029 2030 Total Construction / Maintenance 0 150,000 0 0 0 150,000 Total 0 150,000 0 0 0 150,000 Funding Sources 2026 2027 2028 2029 2030 Total General Fund 0 150,000 0 0 0 150,000 Total 0 150,000 0 0 0 150,000 Produced Using Plan-It CIP Software Page 3 / 15 Jones Park West Parking Lot 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # CR-25-01 Project Name Jones Park West Parking Lot Total Project Cost $145,000 Contact Administrator Department Culture and Recreation Type Improvement Category Park Improvements Priority 3 - Important Status Active Useful Life 20 years Description Additional parking lot on the west side of park (access off of Leonard Point Road). Costs include land acquisition and then the paving, striping, and paving current adjacent gravel trail. Land acquisition in 2025, construction in 2026. Prior Expenditures 2026 2027 2028 2029 2030 Total 35,000 Construction / Maintenance 110,000 0 0 0 0 110,000 Total 110,000 0 0 0 0 110,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 35,000 Park Improvement Fund 110,000 0 0 0 0 110,000 Total 110,000 0 0 0 0 110,000 Produced Using Plan-It CIP Software Page 4 / 15 Lake Butte des Morts Public Landing 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # CR-26-02 Project Name Lake Butte des Morts Public Landing Total Project Cost $5,000 Contact Administrator Department Culture and Recreation Type Improvement Category Park Improvements Priority 3 - Important Status Active Useful Life 5 years Description Repairs and improvements to the Lake Butte des Morts public landing Justification Repairs are needed to address wear and improve safety, access and overall usability for the public. Expenditures 2026 2027 2028 2029 2030 Total Other 5,000 0 0 0 0 5,000 Total 5,000 0 0 0 0 5,000 Funding Sources 2026 2027 2028 2029 2030 Total General Fund 5,000 0 0 0 0 5,000 Total 5,000 0 0 0 0 5,000 Produced Using Plan-It CIP Software Page 5 / 15 Leonard Point Road - East to West 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # PW-28-01 Project Name Leonard Point Road - East to West Total Project Cost $50,000 Contact Administrator Department Public Works Type Improvement Category Street Reconstruction Priority 2 - Very Important Status Active Useful Life 25 years Description Reconstruct the east-west section of Leonard Point Road (from Highland Shore Lane to Town limit). These are preliminary engineering cost estimates only. Expenditures 2026 2027 2028 2029 2030 Total Planning / Design 0 0 50,000 0 0 50,000 Total 0 0 50,000 0 0 50,000 Funding Sources 2026 2027 2028 2029 2030 Total General Fund 0 0 50,000 0 0 50,000 Total 0 0 50,000 0 0 50,000 Produced Using Plan-It CIP Software Page 6 / 15 Leonard Point Road - STH 21 to Highland Shore Ln 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # PW-26-02 Project Name Leonard Point Road - STH 21 to Highland Shore Ln Total Project Cost $2,260,000 Contact Administrator Department Public Works Type Improvement Category Street Reconstruction Priority 2 - Very Important Status Active Useful Life 25 years Description This is a STP-Urban project (64336-01-72/73) for the BIL 2023-2026 cycle to reconstruct the roadway of Leonard Point Road (STH 21 to Highland Shores Lane) with an urban cross section consisting of asphaltic pavement for 1.25 miles. Pavement width will be 22 feet with 3.5 foot wide shoulders. Roadway will have curb and gutter, storm sewer, pavement markings and signing. There will be 5 foot sidewalks installed on both sides of the road. On street bike lanes for the entire length of the project. The original cost estimate was $5,564,200 and scheduled for construction in 2026 (per 2022 agreement): The federal/state funding is capped at $4,152,708 Town paying for the remaining $1,411,492 balance plus land acquisition costs estimated at $140,000. A storm water detention pond will be required as well for this project and is not included in these costs--see separate project. In August 2024 the construction schedule was pushed back one year to 2027. The updated cost estimate of $5,842,410 is a 5% increase from original estimate. The federal/state funding is capped at $4,152,708. Town paying for the remaining $1,689,702 balance plus land acquisition costs estimated at $140,000. A storm water detention pond will be required as well for this project and is not included in these costs--see separate project. The updated cost estimate as of August 2025 is: Construction $5,400,000 + Construction Engineering $648,000=$6,048,000 The federal/state funding is capped at $4,152,708. Town paying for the remaining $1,895,292 balance plus land acquisition costs estimated at $210,000 (increased based on updated estimate of land for $140,000 plus $70,000 costs for acquisition and appraisal services) A storm water detention pond will be required as well for this project and is not included in these costs--see separate project. Justification The last year of improvement was 2001. The road consists of a rural cross section with two 11-foot lanes of asphaltic pavement. The pavement has a rating of 5 and is experiencing transverse and longitudinal cracking, block cracking, and raveling. The roadway has 1-foot gravel shoulders and does not pedestrian or bicycle facilities. The corridor has safety concerns with the growing number of pedestrians and the lack of accommodations for them. Produced Using Plan-It CIP Software Page 7 / 15 Prior Expenditures 2026 2027 2028 2029 2030 Total 50,000 Construction / Maintenance 0 1,900,000 0 0 0 1,900,000 Land Acquisition 210,000 0 0 0 0 210,000 Planning / Design 100,000 0 0 0 0 100,000 Total 310,000 1,900,000 0 0 0 2,210,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 50,000 General Obligation Debt 0 1,900,000 0 0 0 1,900,000 General Fund 310,000 0 0 0 0 310,000 Total 310,000 1,900,000 0 0 0 2,210,000 Leonard Point Road Wet Detention Pond 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # SW-26-01 Project Name Leonard Point Road Wet Detention Pond Total Project Cost $1,235,000 Contact Administrator Department Storm Water Type Improvement Category Storm Sewer/Drainage Priority 1 - Critical Status Active Useful Life 30 years Description Wet Storm Detention Pond installed in conjunction with Leonard Point Road Reconstruction Project for stormwater management. Property feasibility conducted in 2024 and land acquisition required and is planned for 2025. The updated August 2025 project cost estimate is $971,000 ($928,000 construction, $43,000 engineering/construction administration) plus $186,000 for land acquisition, which increased based on appraisal of this property. The original project cost estimate as of July 2024 is $1,073,000 included an estimated $78,000 for land acquisition. Justification Regional storm water pond to meet our MS4 requirements. Prior Expenditures 2026 2027 2028 2029 2030 Total 78,000 Construction / Maintenance 928,000 0 0 0 0 928,000 Unassigned 186,000 0 0 0 0 186,000 Planning / Design 43,000 0 0 0 0 43,000 Total 1,157,000 0 0 0 0 1,157,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 78,000 General Obligation Debt 1,157,000 0 0 0 0 1,157,000 Total 1,157,000 0 0 0 0 1,157,000 Produced Using Plan-It CIP Software Page 8 / 15 Municipal Complex 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # BD-26-01 Project Name Municipal Complex Total Project Cost $4,100,000 Contact Administrator Department Public Works Type Improvement Category Buildings Priority 1 - Critical Status Active Useful Life 50 years Description The town conducted a Municipal Complex Needs Analysis in 2025 for an analysis of present and future needs, and fiscal realities of maintaining, renovating, expanding, and/or building new facilities to house the town operations and meeting spaces. A new location within the town should be considered. This analysis includes the option of adding the fire department to the municipal complex. Costs and timeline entered are placeholder based on general amount from the study of $4,000,000 plus $100,000 for land acquisition until the Board decides their course of action. Costs for owner purchased and/or owner installed items still TBD such as specialized equipment, IT, security, etc... Justification The town hall is well beyond its useful life and is in need of extensive repairs and renovation. Expenditures 2026 2027 2028 2029 2030 Total Construction / Maintenance 0 3,800,000 0 0 0 3,800,000 Planning / Design 200,000 0 0 0 0 200,000 Land Acquisition 100,000 0 0 0 0 100,000 Total 300,000 3,800,000 0 0 0 4,100,000 Funding Sources 2026 2027 2028 2029 2030 Total General Obligation Debt 300,000 3,800,000 0 0 0 4,100,000 Total 300,000 3,800,000 0 0 0 4,100,000 Produced Using Plan-It CIP Software Page 9 / 15 Refurbish #8 Rescue/Engine 21 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # FD-25-01 Project Name Refurbish #8 Rescue/Engine 21 Total Project Cost $256,000 Contact Fire Chief Department Fire Department Type Equipment Category Unassigned Vehicles Priority 1 - Critical Status Active Useful Life 10 years Description In depth overhaul of #8 Rescue/Engine 21 to fix several mechanical and electrical issues to extend useful life another 10 years. Funding would include carrying forward/using the ~$30,000 of unexpended funds from the 2024 truck refurbish project (general fund fund balance) and a significant portion of shared revenue. Justification NFPA 1911 states fre apparatus should be placed in back up status at 20 years and OOS at 25 years. Replace this refurbished apparatus in 10 years in 2035. Expenditures 2026 2027 2028 2029 2030 Total Equip / Vehicles / Furnishings 256,000 0 0 0 0 256,000 Total 256,000 0 0 0 0 256,000 Funding Sources 2026 2027 2028 2029 2030 Total General Fund 226,000 0 0 0 0 226,000 Refurbish #8 Rescue/Engine 21 30,000 0 0 0 0 30,000 Total 256,000 0 0 0 0 256,000 Produced Using Plan-It CIP Software Page 10 / 15 Replace #6 Tender 21 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # FD-26-01 Project Name Replace #6 Tender 21 Total Project Cost $375,000 Contact Fire Chief Department Fire Department Type Equipment Category Unassigned Vehicles Priority 1 - Critical Status Active Useful Life 25 years Description Replace #6 Tender 21. Funding could include shared revenue, which is the General Fund. Justification The current tender is 30+ years old in in need of an in depth overhaul of to fix significant mechanical and electrical issues. Cost to refurbish exceeds 50% cost of a new vehicle. Vehicle has exceeded its useful life. If refurbishment is done instead of replacement it is estimated that the useful life would be extended 10-15 years and would need to be replaced by ~2040. Expenditures 2026 2027 2028 2029 2030 Total Equip / Vehicles / Furnishings 375,000 0 0 0 0 375,000 Total 375,000 0 0 0 0 375,000 Funding Sources 2026 2027 2028 2029 2030 Total General Obligation Debt 375,000 0 0 0 0 375,000 Total 375,000 0 0 0 0 375,000 Produced Using Plan-It CIP Software Page 11 / 15 Road Resurfacing (Mill and Pave) 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # PW-AN-04 Project Name Road Resurfacing (Mill and Pave) Total Project Cost $867,000 Contact Public Works Director Department Public Works Type Improvement Category Street Paving Priority 1 - Critical Status Active Useful Life 20 years Description Annual Town road resurfacing (mill and pave). Roads will be determined annually considering PASER ratings, reconstruction schedule and development planning. 2025: Melrose Park (5 streets) 2026: TBD Justification Maintenance extends the useful life of the road. Prior Expenditures 2026 2027 2028 2029 2030 Total 170,000 Construction / Maintenance 160,000 129,000 132,000 136,000 0 557,000 Unassigned 0 0 0 0 140,000 140,000 Total 160,000 129,000 132,000 136,000 140,000 697,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 170,000 General Fund 160,000 129,000 132,000 136,000 140,000 697,000 Total 160,000 129,000 132,000 136,000 140,000 697,000 Produced Using Plan-It CIP Software Page 12 / 15 Server Replacement 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # AD-26-01 Project Name Server Replacement Total Project Cost $10,000 Contact Administrator Department Administration Type Equipment Category Equipment: Computers Priority 2 - Very Important Status Active Useful Life 10 years Description Replace and upgrade Town server operating system 2026. Cost estimate includes 30-40 hour labor. Justification Server will be at the end of its useful life and must be upgraded to function properly. Expenditures 2026 2027 2028 2029 2030 Total Equip / Vehicles / Furnishings 10,000 0 0 0 0 10,000 Total 10,000 0 0 0 0 10,000 Funding Sources 2026 2027 2028 2029 2030 Total General Fund 10,000 0 0 0 0 10,000 Total 10,000 0 0 0 0 10,000 Produced Using Plan-It CIP Software Page 13 / 15 STH 21 & Leonard Point Road Roundabout South Leg 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # PW-26-01 Project Name STH 21 & Leonard Point Road Roundabout South Leg Total Project Cost $775,000 Contact Administrator Department Public Works Type Improvement Category Street Construction Priority 2 - Very Important Status Active Useful Life 25 years Description This is a state project (6180-31-00/71) on STH 21 (Leonard Point Road to Washburn Street) for pavement repair/overlay of STH 21, offset left turn lanes at the Oakwood Road and Westhaven Drive intersections, and a multi-lane roundabout at the Leonard Point Road intersection. The Town plans to develop along the south side of STH 21 including a new roadway on the south leg of the roundabout intersection. The original cost was $6.3M and scheduled for construction in 2027 (per 2022 agreement): State paying 100% design and 75% roundabout cost Town paying $775,000 for 25% of roundabout (for the south leg only). The Town is responsible for additional costs associated with this south leg. The Town received a Spirit Fund grant of $387,500 to cover half of its costs. In 2024 the project costs were updated to $7,686,400 and construction was moved up to 2026: State paying $7,407,906 for 100% design and additional construction costs (HSIP funds added) Town pays remaining balance of $278,494 plus any additional costs including design, utilities, real estate and signage. The Town will use 50/50 split of town funds and Spirit funds, up to $387,500 each. Justification STH 21 pavement has deteriorated and several intersections have some safety issues. The existing STH 21 and Leonard Point Road intersection has experienced a high number of crashes including significant amount involving personal injuries. The Town is pursuing development on the south leg of this intersection which has the potential to create additional safety and operational issues. Prior Expenditures 2026 2027 2028 2029 2030 Total 40,000 Construction / Maintenance 735,000 0 0 0 0 735,000 Total 735,000 0 0 0 0 735,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 40,000 General Obligation Debt 387,500 0 0 0 0 387,500 County Aid 347,500 0 0 0 0 347,500 Total 735,000 0 0 0 0 735,000 Produced Using Plan-It CIP Software Page 14 / 15 Update Comprehensive Outdoor Recreation Plan 2026 thru 2030 Capital Improvement Plan Algoma, Wisconsin Project # CR-25-03 Project Name Update Comprehensive Outdoor Recreation Plan Total Project Cost $41,000 Contact Administrator Department Culture and Recreation Type Unassigned Category Park Improvements Priority 2 - Very Important Status Active Useful Life 5 years Description Update to the Town's Comprehensive Outdoor Recreation Plan, which will also inform the parkland impact fees. Justification The last update was in 2025 (for 2026-2030 plan). These should be updated every 5 years. Prior Expenditures 2026 2027 2028 2029 2030 Total 16,000 Planning / Design 25,000 0 0 0 0 25,000 Total 25,000 0 0 0 0 25,000 Prior Funding Sources 2026 2027 2028 2029 2030 Total 16,000 General Fund 0 0 0 0 25,000 25,000 Total 0 0 0 0 25,000 25,000 Produced Using Plan-It CIP Software Page 15 / 15 AGENDA MEMORANDUM To: Honorable Town Chairperson and Town Supervisors From: Maggie Mahoney, Administrator Date: August 20, 2025 RE: Joint Fire Department Study SUMMARY: As discussed at the previous town board meeting, the town and City of Oshkosh will be working toward creating a joint Fire/EMS district to leverage funding, grant, and levy exemption options to provide adequate service to town residents at the lowest possible cost. Attached is a proposal for a joint fire department study from McMahon Associates, Inc for an estimated $35,000. The City of Oshkosh has agreed to pay $25,000 and the town portion would be $10,000. It is estimated that the study will take 4-5 months to complete. The work is billed monthly. It is anticipated that the majority, if not the entire study would be completed in 2025. This study was not specifically budgeted, but staff is proposing using funds already approved in the Conservation and Development budget from the following planning lines: $1,000 100-00-56200-457-000 Economic Dev 21 South $2,500 100-00-56400-453-000 Land Use/Zoning Engineering Remaining balance available from savings for the Municipal Complex Needs Study and the boiler replacement. $6,500 100-00-56400-454-000 Land Use/Zoning Stm Water Pond Utilizing the unallocated portion of this budget (this is the line for the storm water planning grant for $43,200 which has an offsetting revenue of the same amount). RECOMMENDED ACTION: Staff recommend proceeding with the joint study using the identified funding. Should the Town Board agree the following motion may be made: “Motion to approve the Joint Fire Department Study with the City of Oshkosh to be conducted by McMahon Associates, Inc. for an estimate cost to the town of $10,000. ” ATTACHMENTS: 1. Joint Fire Department Study Proposal tschabbel@mcmgrp.com PUBLIC SAFETY & MUNICIPAL MANAGEMENT PROFESSIONAL CONSULTING SERVICES JOINT FIRE DEPARTMENT STUDY TOWN OF ALGOMA AND CITY OF OSHKOSH WINNEBAGO COUNTY, WI TABLE OF CONTENTS COVER LETTER QUALIFICATIONS METHODOLOGY SCOPE OF SERVICES FEE / SCHEDULE McMAHON TEAM/ RESUMES REFERENCES PROPOSAL JULY 16, 2025 McMAHON ASSOCIATES, INC. 1445 McMAHON DRIVE NEENAH, WI 54956 Mailing P.O. BOX 1025 NEENAH, WI 54957 -1025 PH 920.751.4200 FAX 920.751.4284 MCM@MCMGRP.COM WWW.MCMGRP.COM July 16, 2025 Town of Algoma and City of Oshkosh Attn: Maggie, Mahoney, Town Administrator Rebecca Grill, City Manager Re: Town of Algoma and City of Oshkosh Joint Fire Department Study Dear Ms. Mahoney and Ms. Grill: We are pleased to submit a proposal for a Joint Fire Department Study for the Town of Algoma and City of Oshkosh. Our team’s passion for Public Safety and working with fire departments provides the basis for our interest in submitting this proposal. Municipal Fire Consulting projects have become a major focus for McMahon Associates, Inc. (McMahon). Similar work in the past has included departments such as the Cities of Lake Elmo and Wayzata, Minnesota, Sheboygan County, Wisconsin, the Villages of Mukwonago and Germantown, Wisconsin, and the Cities of De Pere , Green Bay, Wauwatosa, and West Allis, Wisconsin. McMahon’s Public Safety & Municipal Management Group’s focus is on national and international public management consulting services. Most of our clients are public sector entities: municipalities, counties, tribes, or special districts. Our team of consu ltants are all senior level staff and are either current or former municipal management practitioners. An important component of our approach is frequent communication with the respective municipal administrations. Our extensive operational and strategic experience in the public safety area uniquely qualifies us for a project of this nature. The team has management, operational, technical, and consulting experience with all types of municipal and public safety operations experience. Thank you for the opportunity to submit this proposal. If you have any questions or desire to schedule a meeting where we can present our proposal in more detail and answer any questions, please feel free to contact me at 574-274-4626 or by email at tschabbel@mcmgrp.com. We look forward to working with you on this important project! Respectfully, McMahon Associates, Inc. Timm Schabbel Jeff Roemer SENIOR PUBLIC SAFETY SPECIALIST PUBLIC SAFETY MANAGER JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 1 JOINT FIRE DEPARTMENT REVIEW PROPOSAL QUALIFICATIONS McMahon provides public management consulting that provides professional, high quality public management consulting, project management , and other related services to organizations throughout the United States and abroad. Our consultants have served the needs of numerous municipalities throughout the United States and remain very active with several public safety and government related organizations including: ◼ Wisconsin State Fire Chiefs Association ◼ International Association of Fire Chiefs ◼ Professional Ambulance Association of Wisconsin ◼ Wisconsin City/County Management Association ◼ International City/County Management Association ◼ International Association of Police Chiefs ◼ Association of Public Safety Communications Officials ◼ National Emergency Number Association ◼ National Police Protection Association ◼ Wisconsin Society of Certified Public Managers ◼ Wisconsin State Police Chiefs Association ◼ Wisconsin Association of Public Safety Communications Officials Our consultants possess in -depth knowledge of relevant aspects of public service, which include administration, consolidations, communications, organization, labor relations, human resources, economics, and industry national standards. This knowledge allows us to provide clients with an intellectual and objective analysis of the information received. This information is presented in an easily understood format, allowing policy boards to make knowledgeable and informed decision s. Project progress is measured against an established work plan, timetables, budget, and list of deliverables. Project methodology includes frequently scheduled progress meetings to discuss progress as well as new or unanticipated issues. The work plans are focused, coordinated, and logical. Project team members are also available throughout the duration of the project. JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 2 JOINT FIRE DEPARTMENT STUDY METHODOLOGY Our approach to this project requires a clear understanding of the current fire and emergency medical services operations, staffing , and administration in the Town of Algoma and City of Oshkosh . The key elements of our methodology include: ◼ A clear understanding of the project background, complex issues involved , and the specific goals and objectives. ◼ A work plan that is comprehensive, well designed, practical, and provides ample opportunity for client input. ◼ Sufficient resources and a commitment to successfully completing the project within the desired time frame and at a reasonable cost. CLIENT INPUT To develop a comprehensive Joint Fire Department Study and make specific recommendations, it is critical that we receive quality information from officials, staff, and members of the respective fire departments. Accordingly, our approach includes regular meetings with the fire departments, along with other city/town departments and neighboring agencies that would have valuable information regarding the current status of fire and EMS services in the Town of Algoma and City of Oshkosh. PRACTICAL RECOMMENDATIONS Our goal is to provide you with realistic recommendations for the evaluation of fire and emergency service shared delivery structures, cost savings, providing analysis on alternative organizational structures to improve efficiency, and identify opportunities for collaboration that can result in improved sustainability of services. These recommendations need to be based on sound practical standards, economics, and operational effectiveness. PROJECT MANAGEMENT A successful assessment and the provision of effective recommendations require a special effort to ensure that all levels of the project receive adequate attention, and those findings and recommendations are thoroughly coordinated. This is accomplished by the development and adherence to a project work plan, clear management team assignments , and frequent communications with town/city and fire department administrations. JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 3 JOINT FIRE DEPARTMENT STUDY SCOPE OF WORK PROJECT KICKOFF ◼ Develop a project team of appropriate users and stakeholders to oversee and participate in the project. The project team will coordinate project schedules, evaluate findings and recommendations, and review and present the final documents. ◼ Prepare for and conduct Project Planning Meeting with McMahon Project Manager, the Project Team, and key project personnel. The purpose of the meeting will be to define scope and mission, discuss the work plans, establish liaison responsibilities, coordinate project schedules, and confirm other general arrangements. INITIAL ASSESSMENT AND OBSERVATIONS ◼ Obtain and review documentation pertaining to this project, such as existing fire department documentation, policies , and procedures, detailed call volume statistics, community development plans, service contracts, surveys, capital improvement plans, and previous studies. Data analysis will include review of call types, locations, date/times of calls, agencies responding to those specific calls, number of personnel responding to calls for service , and response times. This information will also be evaluated through our Geographical Information System mapping systems. CONTINUED ASSESSMENT AND DOCUMENTATION ◼ Assess the current Fire-EMS operations and shared services in order to begin to assess future needs. Methods include conducting interviews and on -site observations with representatives of the fire departments, city/town administrations, and neighboring agencies. The interviews and observations will be held in both group and individual settings. Interviews and observations will primarily focus on the following issues: ❖ Current fire-EMS operations, staffing, and levels of service. ❖ Fire and EMS service workload call volume and activity. ❖ Fire and EMS operations and service expectations. ❖ Current and anticipated budget issues. ❖ Major equipment needs. ❖ Economic development plans. ❖ Facilities. ❖ Shared services. ❖ GIS Station and response analysis ❖ Long term sustainability ◼ Prepare for and facilitate a project status meeting to discuss the results of the interviews and on-site observations and to review the next steps of the project. ANALYSIS, PERFORMANCE REVIEW AND RECOMMENDATIONS ◼ Determine any changes, future trends , or public safety industry standards related to operational requirements. During the development of all recommendations, McMahon will consider many factors and standards as a basis for recommendations, including: ❖ State of Wisconsin Statutes and Administrative Code JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 4 JOINT FIRE DEPARTMENT STUDY SCOPE OF WORK ❖ National Highway Safety Traffic Administration (NHSTA) ❖ Federal Emergency Management Agency (FEMA) ❖ Local Related Ordinances ❖ Commission on Fire Accreditation International (CFAI) ❖ National Fire Protection Association (NFPA) ❖ Commission on Accreditation of Ambulance Services (CAAS) ◼ Prepare for and facilitate a Recommendations Meeting to present preliminary findings and obtain feedback from the Project Team. ◼ Develop a comprehensive , detailed Joint Fire Department Study (Analysis), utilizing the information provided by the documentation and data received, the interviews , and on -site observations. The projected growth and level of service needs will be considered during the development of these recommendations to include: ❖ Operational assessment of the fire departments, including recruitment, employee selection, staffing, training, National Incident Management System compliance, and management structure and practices. ❖ Service demand level and ability to meet the demand. ❖ Effectiveness and efficiency improvements. ❖ Evaluation of coordinated fire and EMS operations. ❖ Evaluation of shared services. ❖ Long term sustainability. ❖ Budgetary constraints. ❖ Other issues identified during the analysis. DOCUMENT PREPARATION AND REVIEW ◼ List and describe the findings and recommendations with regards to administration, fire , and EMS operations. Equipment, staffing, and training will be included in the recommendations. ◼ Prepare budget impact estimates by implementation recommendations, identifying initial and recurring costs in a separate category for each resource. ◼ Assemble the Analysis document by performing a detailed quality assurance review of the document to ensure that the document meets the expectations of the Project Team and conforms to McMahon's standards. ◼ Prepare, produce, and deliver the draft Analysis to the Project Team for review. Facilitate a Report Delivery Meeting to review content as well as schedules and expectations for the remaining project steps. ◼ Facilitate an Analysis Review Meeting with the Project Team approximately one (1) week after initial delivery to answer questions regarding the content of the Analysis. Make any changes to the Analysis based on the discussions at the Analysis Review Meeting. Produce and deliver final document copies to the Project Team. ◼ Facilitate an Analysis Review Presentation to both the Town Board and Common Council. JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 5 JOINT FIRE DEPARTMENT STUDY FEE SCHEDULE PROJECT FEE McMahon Associates, Inc. proposes to provide the Scope of Services described in this Proposal for the Joint Fire Department Analysis as follows: Time and Expense estimated at: $35,000 Upon acceptance of this Proposal, McMahon will prepare an Agreement incorporating the Scope of Services and terms outlined here. All services will be provided in accordance with our General Terms & Conditions, dated May 10, 2024, which will be incorporated into the Agreement for reference. Invoices will be sent every month based on the previous months’ time and expenses. PROJECT SCHEDULE McMahon has the staff available to begin this project immediately upon award. Based on our prior experience on similar projects, it is estimated that this analysis will take approximately four to five (4-5) months to complete , although we will endeavor to complete it sooner to meet the needs of the Town and City. This timeline is contingent upon data being readily available and in a format that facilitates analysis. JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 6 JOINT FIRE DEPARTMENT STUDY McMAHON TEAM Personnel assigned to this project are selected from McMahon Associates, Inc. (McMahon). The Project Manager supervises the project team and clerical personnel support the team. The combined resources ensure that the client receives the best possible combination of professional attention. TIMM SCHABBEL – PUBLIC SAFETY SPECIALIST Timm will serve as the project manager and has nearly 40 years of service in the emergency services, including over 25 years as the executive chief of an internationally accredited fire department. As Fire Chief, he Initiated and led two (2) successful fire department mergers and transitioned from a traditional Township Fire Department to a Fire Territory that currently serves five (5) separate governmental entities. Timm holds a master’s degree in organizational leadership and a bachelor’s in fire service management. He also earned an Executive C ertificate in Public Policy from Harvard’s Kennedy School, completed the Executive Leaders Program at the U.S. Naval Postgraduate School, and attended Harvard’s National Preparedness Leadership Initiative. In 2007, Schabbel was recognized as Indiana’s first “Fire Chief of the Year” by the Indiana Fire Chiefs Association. Upon his retirement in the spring of 2024, Indiana Governor Eric Holcomb awarded Timm the Sagamore of the Wabash, the state’s highest honor for distinguished Hoosiers. JEFFREY R. ROEMER – PUBLIC SAFETY MANAGER Jeff has over 40 years of experience in public safety and is currently Public Safety Manager of the Public Safety & Municipal Management Division for McMahon . Jeff is a certified public manager and has been providing full-time public safety management consulting for the last 25 years. He worked as a Fire Chief, Police Chief, EMS Director, and Emergency Management Director before moving into public management consulting. He has worked with over 300 public safety clients nationwide and internationally. ROBERT C. WHITAKER – SENIOR PUBLIC SAFETY SPECIALIST Robert has over 30 years of experience in the fire, emergency medical and emergency management field. He currently works as a Fire & EMS Chief/Administrator of a consolidated fire and emergency services department in Wisconsin. Before his position as Chief, he worked as a Deputy Chief of Administration, Battalion Chief and Training Chief. Robert has worked as a consultant on a variety of public sector management projects, including multiple projects on fire service consolidation and shared service initiatives. KEVIN I. BIERCE – SENIOR PUBLIC SAFETY SPECIALIST Kevin will assist the Project Team with review of project specific information and processes as well as advise on findings and recommendations. Chief Bierce has been the Fire Chief for the City of Pewaukee Fire Department since 2008 where he oversees all emergency operations. Prior to becoming Chief, he worked in various positions including Assistant Chief, Division Chief of Prevention, Captain, and Lieutenant. As Division Chief of Inspections, Kevin worked to combine the building inspection department of two communities under the authority of the Fire Department to create the Building Services Division overseeing building, zoning, and plan review of all structures in the Village and City of Pewaukee. He is a licensed building official and serves by appointment of the Governor of Wisconsin on the Wisconsin Commercial Building Code Council, responsible for t he oversight and review of the Wisconsin Building Codes. JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 7 JOINT FIRE DEPARTMENT STUDY McMAHON TEAM GERALD W. KUDEK – PUBLIC SAFETY SPECIALIST II Gerald is an experienced and dedicated public safety professional with over 38 years of experience in the fire service. Starting as a paid-on-call firefighter, he advanced to a full-time career and has served in every aspect of the fire department, from firefighter/EMT, Motor Pump Operator, Lieutenant in charge of Training, Battalion Chief, and to his last 10 years as Fire Chief. His strong leadership and relationship building skills were key as the department gained City Council approval of 9 new firefight er positions (without grant or referendum), as well as moving forward with new station construction and a station remodel. His areas of expertise include fiscal responsibility, problem solving, and innovative thinking. LORI GOSZ – SENIOR PUBLIC MANAGEMENT SPECIALIST Lori is a self -motivated, results driven professional with over 25 years of municipal management experience in Northeast Wisconsin. A people, process and solution -oriented leader who appreciates the needs of the local government. Her focused experience is in human resource management, data research and analysis, operational and organizational studies, compliance to federal, state, and local regulations. She has worked successfully with the Wisconsin Department of Administration, Department of Natural Reso urces, and Department of Transportation on grant funding and administration of numerous projects. JOINT FIRE DEPARTMENT STUDY | TOWN OF ALGOMA AND CITY OF OSHKOSH 8 JOINT FIRE DEPARTMENT STUDY REFERENCES CITIES OF WEST ALLIS AND WAUWATOSA Shared Fire/EMS Service Review James Archambo, City Administrator 7725 W. North Avenue Wauwatosa, WI 53213 414-479-8915 SHEBOYGAN COUNTY County Wide Fire-EMS Analysis Steve Steinhart, Dir. Of Emerg. Management 508 New York Avenue Sheboygan, WI 53081 920-459-3360 VILLAGES OF MOUNT PLEASANT, STURTEVANT, AND CALEDONIA Shared Fire/EMS Service Models 8811 Campus Drive Mount Pleasant, WI 53406 (262) 664-7818 VILLAGE OF MUKWONAGO Fire Organizational Analysis 440 River Crest Ct Mukwonago, WI 53149 (262) 363-6420 CITY OF GREEN BAY Interim Fire Chief Services 501 S. Washington St. Street Green Bay, WI 54301 (920) 448-3279 CITY OF DEPERE Fire Department Organizational & Consolidation Feasibility Analysis and Interim Fire Chief Services 335 S. Broadway De Pere, WI 54115 (920) 339-4044 CITY OF LAKE ELMO Fire Organizational Analysis Kristina Handt, City Administrator khandt@lakeelmo.org 3880 Laverne Avenue, Suite 100 Lake, Elmo, MN 55042 (651) 747-3905 CITY OF WAYZATA Fire Organizational Analysis Kevin Klapprich, Fire Chief 600 Rice Street East Wayzata, MN 55391 (952) 404-5338 VILLAGE OF GERMANTOWN Fire Management Counsel Services Steven Kreklow, Village Administrator skreklow@germantownwi.gov N112W1701 Mequon Road Germantown, WI 53022 (262) 250-4775 DOOR COUNTY Interim Emergency Services Director Ken Pabich, County Administrator 421 Nebraska Street Sturgeon Bay, WI 54235 (920) 746-2552 MILWAUKEE REGIONAL MEDICAL CENTER Public Safety Consultant Robert Simi, Executive Director rsimi@mrmcffl.org 8700 W. Watertown Plank Road #5 Milwaukee, WI 53226-3595 (414) 778-4570