UPDATED Village Board Meeting Agenda 06/15/2026

NO TICE Please take notice that meetings of the STANDING COMMITTEES and the REGULAR VILLAGE BOARD will be held in hybrid meeting format (in-person and videoconference) on Monday June 15, 2026 in the Village Hall, 3930 N Murray Ave., at the times listed below. Please note: the videoconference platform has been modified to Zoom. All meetings can be accessed with the information below C lick Here to Join Via Zoom M eeting ID: 963 744 8179 Passcode: 572278 Jo in Via Phone: 646-931-3860 P UBLIC WORKS COMMITTEE, Board Room, 6:30pm 1. C onsider parking and pedestrian accommodation on N. Oakland Avenue - Tr. Couto. COM MITTEE OF THE WHOLE, Board Room,6:45pm 1. 20 26-2027 Long Range Plan presentation - Finance Team RE GULAR MEETING OF THE VILLAGE BOARD, Board Room,7:30pm Members of the public will be muted and will have their video turned off upon entry. Comments will be taken during citizens’ comments and if the Village Board accepts comments at other times during an agenda item. When the Village Board starts accepting citizen’s comments, members of the public will have the ability to unmute themselves and appear by video by raising their virtual hand (selecting the raise hand icon under “Reactions” at the bottom banner of Zoom) after being called upon by the Chair. IF YOU PLAN ON SPEAKING AT THE MEETING, please email the Village Clerk at tharrell@shorewoodwi.gov by 3p.m. on the meeting day. T he President will be leading the meeting and Board members will be called upon to speak. If there are members of the public on the call that desire to speak on a topic that is NOT on the agenda, they will be provided an opportunity to do so under “Citizen’s to be Heard” on the agenda. The President may also allow for the public to speak following Village Board mem ber discussion on an item following the Village Board discussion. To ensure an efficient meeting, members of the public should not speak until called upon to do so. 1. Call to Order 2. Roll Call 3. Statement of Public Notice 4. Special Order of Business 5. Consent Agenda Items - items under the consent agenda may be acted upon by one motion. If in the judgement of any Village Board Members, a consent agenda item needs discussion, the item can be placed in the items removed from the consent agenda. a. Presentation of Accounts - June 15, 2026 b. Consider regular Village Board minutes - June 1, 2026 c. Consider 2026 License Renewals d. Consider Volunteer Committee Appointments/Reappointments e. Consider approval of Application for Special Privilege Approval for a fence in the right of way at 3615 N. Lake Dr. f. Consider amendment one for services related to Lead Service Line and Water Main Replacement Planning. 6. Items Removed from the Consent Agenda 7. Public Hearing 8. Citizens to be Heard – this item is for matters not on the agenda. Discussion may follow comments on non-agenda items or discussion, and action may come at future meetings. 9. New Business a. Consider award of contract for Lake Drive Private Lead Service Line Replacement program. 10. Report of Village Officials a. Village President i. Milwaukee Intergovernmental Cooperation Council (ICC) - June 8, 2026 ii. NSFD Board Meeting - June 9, 2026 b. Village Trustees- Provide Committee updates as either a liaison or member. c. Village Manager 11. Future items of Consideration a. Consider short term rental ordinance and room tax associated to be reviewed by Community & Business Relations Committee - Rebecca Ewald 12. Adjournment Dated this 11th day of June at Shorewood, 2026. Toya Harrell, MMC,WCPC, Village Clerk Should you have any questions or comments regarding any items on this agenda, contact the Village Clerk at 414- 847-2608. It is possible that members of and possibly a quorum of members of other governmental bodies of the municipality may attend the above stated meeting to gather information; 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. Upon reasonable notice, efforts will be made to accommodate the needs of all individual abilities. The Village Board of Shorewood currently holds meetings in person at Village Hall, or an alternative physical location as allowed by the Village Code. As a courtesy to citizens, Board meetings will also be made available live on the Zoom virtual platform for viewing and possible participation. However, the Village cannot guarantee the technology supporting the virtual viewing option will operate perfectly and continuously, or that the platform will work with every computer or mobile device. The only way to guarantee the ability to offer public comment, or view the Board meeting uninterrupted, is to appear in person. If the Zoom platform fails, the meeting will continue as scheduled. VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO PUBLIC WORKS COMMITTEE Agenda Item: C onsider parking and pedestrian accommodation on N. Oakland Avenue D ate: June 15, 2026 Presenter: Leeann Butschlick, Director of Public Works History – Please include a timeline of historical relevant events related to this agenda item. This may include previous Village Board action, policies, planning documents, etc. If able, hyperlink to previous agenda packets (include page number) to reference information. If there is no relevant history, N/A should be entered in this space. At the request of Tr. Couto, the Village Board approved this as an item of future consideration on May 18, 2026. Discussion on that date centered on two primary concerns: (1) prohibited parking in the Phase I work zone that did not have active construction and (2) closure of side streets in areas that did not have active construction. The PWC reviewed this item on June 1 with further discussion deferred to June 15. Agenda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. Schedule Update As of June 10, the contractor schedule calls for all water and sewer work to be complete by June 11, weather permitting. Traffic control for the next stage of the project is to be delivered/placed on Monday, June 15. Beginning the morning of Tuesday, June 16, northbound traffic will be detoured to provide adequate work area for saw cutting, brick paver removal from the ADA ramps and eventual pavement removal of the existing northbound traffic and parking lanes. The detour is anticipated to be in place until paving of the northbound lanes is complete, estimated for the first week of August. After paving the northbound traffic lane and the east parking lane is completed, the project will move into Phase 2. Traffic will be shifted to these lanes, and the southbound traffic lane and west parking lane will be reconstructed. During this phase, the cross-street intersection on the east side of Oakland will reopen and the west side of the cross-street intersections will be closed. A short detour will occur in Phase 2, currently estimated at 15 days in early September. A copy of the submitted schedule is attached. Community and Business Outreach – If applicable, did you notify the community groups and businesses that are directly impacted by this agenda item. Please specify in attached communication plan how community groups and businesses will be informed of action after Village Board consideratio n. ____ Yes __X__ No If Yes, identify how and what community groups and businesses were notified. Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. To be determined. Oakland parking June 15, 2026 2 Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include agreements/contracts, presentation materials, letters, service proposals, etc. 1. Construction schedule ID Task ModeTask Name Duration Start Finish Predecessors Text112026 Oakland Ave Improvements 462.25 daysThu 1/30/25 Wed 11/11/262Preconstruction 1 day? Thu 1/30/25 Thu 1/30/253Baseline Schedule 2 days Mon 12/29/25 Tue 12/30/254Submittial review 1 day Wed 12/31/25 Wed 12/31/25 35Preconstruction Meeting 1 day Wed 1/14/26 Wed 1/14/266PIM Meeting 6pm 1 day Thu 1/22/26 Thu 1/22/267Notice to Proceed 1 day Fri 1/30/26 Fri 1/30/268Saw/Remove and Pave Temp Prior to Stage 1 Location (2 Locations)3 days Mon 2/2/26 Wed 2/4/26 79Stage 1 Northbound 53 days Thu 2/5/26 Mon 4/20/2610Traffic Control 2 days Thu 2/5/26 Fri 2/6/26 8 Utility Traffic 11Erosion Control 1 day Thu 2/5/26 Thu 2/5/26 10SS ESI12Sawing/ Watermain trench remvals 2 days Fri 2/6/26 Mon 2/9/26 10SS+1 day UPI13Tree Removal 3 days Tue 2/10/26 Thu 2/12/26 12 Kuzisaso14Water Main Install 50 days Tue 2/10/26 Mon 4/20/26 12 UPI15NB Stage 1A Detour 10 days Wed 2/25/26 Tue 3/10/2616Traffic Switch 1 day Wed 2/25/26 Wed 2/25/2617WaterMain Install 5 days Thu 2/26/26 Wed 3/4/26 1618Temp Asphalt 1 day Thu 3/5/26 Thu 3/5/26 1719Traffic Switch back to Stage 1 1 day Fri 3/6/26 Fri 3/6/26 1820Stage 1B NB Tue 4/21/2621Storm Sewer 6 days Mon 4/6/26 Mon 4/13/26 24,25 UPI22Traffic Switch to 1B 1 day Tue 4/21/26 Tue 4/21/26 14SS23Meter Horn Delay 10 days Mon 4/6/26 Fri 4/17/26 1724Water Services 39 days Mon 4/20/26 Fri 6/12/26 23 ESW25Water Main 2 days Thu 6/11/26 Fri 6/12/26 24FS-2 days ESW26Storm Sewer - Oakland/Kengsington 1 day Thu 6/11/26 Thu 6/11/26 24FS-2 days,25FS-2 27Tree wells 2 days Tue 4/21/26 Wed 4/22/26 21 Hartford 28NB Detour - Stage 1 50 edays Mon 6/15/26 Tue 8/4/26 24FS+1 day29Sawing Stage Line 3 days Mon 6/15/26 Wed 6/17/26 21,24,25 Con Cor30Concrete Removals 6 days Thu 6/18/26 Thu 6/25/26 29 Z31Base Course 1-1/4 3 days Fri 6/26/26 Tue 6/30/26 30,29 Z32Temp & permanent Street Lighting 5 days Wed 6/24/26 Tue 6/30/26 31FF Mckena 33Trimming 2 days Wed 7/1/26 Thu 7/2/26 31 Z34Traffic Signal & Cabinet work 10 days Fri 6/19/26 Thu 7/2/26 33FF Mckena35Structure Adjustments 4 days Wed 7/1/26 Tue 7/7/26 31 UPI36Utility MH ADJ 2 days Wed 7/1/26 Thu 7/2/26 31 WE/ATT37Concrete Pavement 5 days Mon 7/6/26 Fri 7/10/26 34 Z38Concrete Curb & Gutter 5 days Mon 7/13/26 Fri 7/17/26 37 Z39Above Ground Electical 4 days Mon 7/13/26 Thu 7/16/26 37 Mckena40Joint Sealing 2 days Mon 7/20/26 Tue 7/21/26 38 Z41Temporary Asphalt 2 days Mon 7/20/26 Tue 7/21/26 38,37 Wolf42Grading for Sidewalk 2 days Mon 7/20/26 Tue 7/21/26 38 Z43Sidewalk/Driveways 3 days Wed 7/22/26 Fri 7/24/26 42 Z44Decorative Brick 4 days Mon 7/27/26 Thu 7/30/26 43 ESI45Top Soil/Sod 3 days Mon 7/27/26 Wed 7/29/26 43 ESI46Restoration/Signs 3 days Thu 7/30/26 Mon 8/3/26 45 ESI47Temp Pavement Markings 2 days Tue 8/4/26 Wed 8/5/26 46 Century 48Traffic Switch to Stage 2 1 day Thu 8/6/26 Thu 8/6/26 47 Utility traffic 49Stage 2 Southbound 50Sawing 1 day Fri 8/7/26 Fri 8/7/26 48 Z51Tree Removal 3 days Mon 8/10/26 Wed 8/12/26 50 Kuzisaso52Storm Sewer 5 days Thu 8/13/26 Wed 8/19/26 51 UPI53Concrete Removals 6 days Thu 8/20/26 Thu 8/27/26 52 Z54Base Course 1-1/4 4 days Fri 8/28/26 Wed 9/2/26 53 Z55Temp & Permanent Street lighting 5 days Thu 8/27/26 Wed 9/2/26 54FF Mckena56NB Detour - Stage 2 15 edays Wed 9/2/26 Thu 9/17/26 5557Trimming 2 days Thu 9/3/26 Fri 9/4/26 54 Z58Traffic Signal & Cabinet work 10 days Mon 8/24/26 Fri 9/4/26 57FF Mckena59Structure Adjustments 4 days Tue 9/1/26 Fri 9/4/26 57FF UPI60Utility MH ADJ 2 days Tue 9/8/26 Wed 9/9/26 59 WE/ATT61Concrete Pavement 6 days Tue 9/8/26 Tue 9/15/26 58 Z62Concrete Curb & Gutter 6 days Wed 9/16/26 Wed 9/23/26 61 Z63Joint Sealing 2 days Wed 9/16/26 Thu 9/17/26 61 Z64Temporary Asphalt 1 day Thu 9/24/26 Thu 9/24/26 61,62 Wolf65Grading for Sidewalk 3 days Thu 9/24/26 Mon 9/28/26 62 Z66Above Ground Electical 4 days Thu 9/24/26 Tue 9/29/26 62 Mckena67Sidewalk/Driveways 3 days Tue 9/29/26 Thu 10/1/26 65 Z68Decorative Brick 2 days Wed 9/30/26 Thu 10/1/26 66 ESI69Top Soil/Sod 3 days Fri 10/2/26 Tue 10/6/26 68 ESI70Pavement Markings 2 days Wed 10/7/26 Thu 10/8/26 69 Century 71Traffic Switch to Stage 3 1 day Fri 10/9/26 Fri 10/9/26 70 Utility traffic 72Stage 3 Bump Outs/Sidewalks &Intersection 25 days Mon 10/12/26 Fri 11/13/2673Sawing 1 day Mon 10/12/26 Mon 10/12/26 71 Z74Temp Asphalt Removals 3 days Mon 10/12/26 Wed 10/14/26 73SS Z75Utility MH ADJ 1 day Thu 10/15/26 Thu 10/15/26 74 WE/ATT76Storm Sewer & ADJ 1 day Thu 10/15/26 Thu 10/15/26 74 UPI77Concrete Curb & Gutter 4 days Fri 10/16/26 Wed 10/21/26 76SS+1 day Z78Concrete pavement 3 days Thu 10/22/26 Mon 10/26/26 77 Z79Joint Sealing 1 day Tue 10/27/26 Tue 10/27/26 7880Pavement Markings 5 days Tue 10/27/26 Mon 11/2/26 78 Century 81HMA/ Butt Joints 2 days Wed 10/28/26 Thu 10/29/26 79 Wolf 82Tree Planting 5 days Mon 11/9/26 Fri 11/13/26 84 ESI83Topsoil & Restoration 5 days Tue 10/27/26 Mon 11/2/26 78 ESI84Above Ground Electical 9 days Tue 10/27/26 Fri 11/6/26 78 Mckena85Punch List 5 days Mon 11/9/26 Fri 11/13/26 84 Z 0%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%100%4/21100%100%100%75%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0%0% D J F M A M J J A S O NHalf 1, 2026 Half 2, 2026 CriticalCritical SplitCritical ProgressTaskSplitTask ProgressManual TaskStart-onlyFinish-onlyDuration-onlyBaselineBaseline SplitBaseline MilestoneMilestoneSummary ProgressSummaryManual SummaryProject SummaryExternal TasksExternal MilestoneInactive TaskInactive MilestoneInactive SummaryDeadline 2026 Oakland Ave Baseline Schedule 5.12.26 Page 1 VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: 2027-2036 Long R ange Plan Review and Discussion Date: June 15, 2026 Presenter: Krisztina Dommer, Lauterbach and Amen Department: Finance . Background and Purpose The Vi llage annually updates its Long Range Financial Plan (LRP) to provide a comprehensive view of the Village's fiscal outlook and to support policy discussions regarding future capital investment, debt management, tax levy capacity, and long-term financial sustainability. The purpos e of the LRP is not to establish future budgets, but rather to provide a planning framework that allows the Village Board to evaluate the long-term financial impacts of infrastructure needs, operating trends, debt obligations, tax levy limitations, Tax Increment District (TID) performance, and utility system requirements. Agenda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. The 2027-2036 Long Range Financial Plan is intended to provide the Board with a long- term perspective on the Village's financial outlook and the policy decisions that will shape future budgets. While annual budgets focus on the upcoming year, the Long Range Plan helps illustrate how today's decisions affect taxpayers, infrastructure, operations, and financial sustainability over time. The m ost significant driver within this year's plan continues to be the Village's infrastructure needs. The current capital plan includes more than $130 million of planned investments in roads, water infrastructure, facilities, sanitary sewer and stormwater systems, and major equipment replacements. These projects reflect priorities identified through numerous planning efforts completed by the Village over the past several years and represent many of the community investments necessary to maintain Shorewood's infrastructure and service levels. As these projects move from planning to implementation, the Village will need to balance three competing priorities: • Mai ntaining infrastructure in a proactive and sustainable manner, • Preserving operational service levels and organizational capacity, and • Managing the impact on taxpayers. To as sist in evaluating these tradeoffs, the Long Range Plan presents multiple scenarios that illustrate how future debt service, operating expenditures, and tax levy growth interact over time. The analysis demonstrates that increasing infrastructure investment places additional pressure on future budgets and requires ongoing discussions regarding project timing, financing strategies, service levels, and operational efficiencies. 1 The plan also highlights a longer-term structural challenge facing many Wisconsin communities. While expenditures are projected to increase due to inflation, labor costs, and service demands, revenue growth remains more limited. As a result, maintaining current service levels and continuing to invest in infrastructure will require deliberate policy decisions during future budget cycles. Fi nally, the plan incorporates projections related to the Village's Tax Increment Districts, utility operations, and debt capacity to provide a comprehensive picture of the Village's overall financial position. These projections should be viewed as planning tools rather than forecasts, as future project costs, interest rates, assessed value growth, grant opportunities, and Board priorities will continue to evolve. O verall, the Long Range Financial Plan demonstrates that Shorewood remains in a stable financial position; however, the next decade will require thoughtful planning and prioritization as the Village addresses significant infrastructure needs while balancing affordability and service expectations. Ke y Takeaways C apital plan exceeds $130 million over 10 years. Debt service grows from approximately $3.0 million annually to $6.6 million annually due to major infrastructure projects like the DPW building. Operational funding becomes constrained under a 3% levy growth scenario Long-term structural gap exceeds $4 million if expenditure growth continues to outpace revenue growth Community and Business Outreach – If applicable, did you notify the community groups and businesses that are directly impacted by this agenda item. Please specify in attached communication plan how community groups and businesses will be informed of action after Village Board consideration. ____ Yes __X__ No If Yes, identify how and what community groups and businesses were notified. Fiscal Note – Please include comments on the fiscal impact of this action. S taff recommends the Board review the assumptions contained within the Long Range Financial Plan and provide feedback regarding future infrastructure priorities, acceptable levels of debt capacity utilization, and long- term tax levy objectives as staff begins development of the 2027 budget. Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. N/ A 2 Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include: agreements/contracts, presentation materials, letters, service proposals, etc. 1. 2027- 2036 Long Range Plan 3 Village of Shorewood Long Range Financial Plan 2027 - 2036 In preparation for the 2027 budget process . Long Range Financial Plan 2027 - 2036 Table of Contents 1 Fiscal Outlook .................................................................................................................................................... 2 Overview ........................................................................................................................................................ 3 Debt Service ................................................................................................................................................... 5 Debt Capacity ................................................................................................................................................. 6 Levy Projections ............................................................................................................................................. 7 Operational Forecast .................................................................................................................................... 11 Capital Projects Forecasts ............................................................................................................................ 14 TID Projections ............................................................................................................................................. 15 Parking Utility ................................................................................................................................................ 18 Water Utilities ............................................................................................................................................... 20 Sewer Utility .................................................................................................................................................. 22 Comparative Utility Rates ............................................................................................................................. 24 E stimated Average Residential Property Owner Payments .......................................................................... 26 Summary ...................................................................................................................................................... 27 APPENDIX A ................................................................................................................................................... 28 APPENDIX B ................................................................................................................................................... 46 Long Range Financial Plan 2027 - 2036 Overview 2 Fiscal Outlook Long Range Financial Plan 2027 - 2036 Overview 3 Overview This document has been developed to provide a “1000- foot view” of the village’s comprehensive financial outlook. The primary objective of this analysis is to use this perspective to evaluate the fiscal impacts of implementing the attached prospective capital infrastructure project schedule. We undertake this process not to solve all future challenges, but to better understand the c ontext in which numerous project planning and annual budgetary decisions will be made in the coming months and in future years. 2027-2035 Capital Project Implementation Schedule (Appendix A) This schedule’s focus is on the projected future long -range needs for the village’s major capital projects that will require debt financing over the next 10 years. The current plan includes over $130 million in capital projects. This includes: *AI was used to generate this image, but was reviewed by a human. Long Range Financial Plan 2027 - 2036 Overview 4 The capital infrastructure projects in the plan have been developed through multiple supporting planning processes, including the village’s Lead Service Line Replacement Program, Comprehensive Sanitary Sewer, Stormwater and Drainage Plan, Pavement Management Plan, Comprehensive Parks Plan, Sustainability Action Plan, Central District Master Plan, and the village’s Strategic Vision Plan. Key Indicators There are several key indicators that this plan will help evaluate: 1) The debt service requirements to implement these projects as proposed, and their tax levy impact 2) The village’s debt capacity under State Statutes and municipal policy objectives 3) The village’s levy limit outlook under the current State Statutes 4) The village’s operational forecasts based on current fiscal trends 5) The projected financial performance of the village’s TID districts. 6) The outlook of the village’s parking, water, and sewer utility fees Long Range Financial Plan 2027 - 2036 Debt Service 5 Debt Service This plan begins by looking at the Village’s current tax levy supported debt service schedule found below on line 1. Then, the projected future tax levy debt service needs required to implement the proposed capital project schedules in Appendix A are shown on line 2. The result is a projected total debt service need for the village , which includes the anticipated costs to implement the proposed capital project schedule. Under the current infrastructure schedule, tax levy supported debt service is projected to increase from approximately $3.0 million in 2027 to $6.6 million by 2036. The largest increases occur during implementation of major facility and infrastructure projects. Future project timing, grant funding, and financing strategies will significantly influence these projections. Projected Budget Year 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 Tax Levy Debt Service Existing Debt Schedule 3,152,104 2,902,306 2,622,543 2,502,124 2,466,301 2,473,984 2,531,285 2,474,010 2,458,749 2,182,648 2,079,400 Future Debt - Per Project Plan - 104,875 1,024,437 2,704,951 3,111,261 3,445,034 3,694,967 3,910,961 4,171,919 4,396,820 4,470,600 Total Projected Debt Service 3,152,104 3,007,181 3,646,980 5,207,076 5,577,562 5,919,018 6,226,252 6,384,971 6,630,668 6,579,468 6,550,000 $ Change in Debt Service 341,204 (144,923) 639,798 1,560,096 370,487 341,456 307,234 2,737,992 245,697 (51,201) (29,468) % Chg in Debt Service 12.14% -4.60% 21.28% 58.69% 7.12% 6.56% 5.51% 75.08% 3.85% -0.80% -0.44% Gross Debt Service cost per household $704 $672 $815 $1,163 $1,246 $1,322 $1,391 $1,426 $1,481 $1,469 $1,463 ($584,000 assessed value - 2025 base year) No New Debt Service for borrowings in 2026 2020A Corp Purpose 5yr Paid in 2026 Bond Issue for $23M for DPW Long Range Financial Plan 2027 - 2036 Debt Capacity 6 Debt Capacity The total projected debt service amounts from the previous schedule can also be used, along with other debt information, to calculate the village’s outstanding General Obligation (G.O.) debt and examine the village’s trends in debt service capacity . In accordance with Wisconsin Statutes, the total general obligation indebtedness of the village may not exceed 5.0% of the total equalized value of property within the village’s jurisdiction. This is also referred to as the Village’s Direct Debt Burden. The village has also adopted additional policy criteria for the preservation of general obligation debt borrowing capacity , which can be found in section 3 of the village’s financial policy guidelines located in Appendix B. Long Range Financial Plan 2027 - 2036 Operational Forecast 7 Levy Projections The following tables are intended to provide a view of the relationship between the Village's tax levy, debt service, operating expenditures, capital equipment funding, and the resulting impact on taxpayers. Historically, staff presented a single table to illustrate how the Village's levy limit capacity translated into the annual tax levy and how that levy affected the average residential property owner. Over time, the schedules have evolved to incorporate increasing infrastructure investment needs and the corresponding debt service required to finance those projects. While the schedules contain numerous calculations and assumptions, their primary purpose remains unchanged: to demonstrate how policy decisions regarding debt, operations, capital equipment expenditures, and tax levies ultimately affect Village taxpayers. The LRP now includes two tables that use the same debt service, assessed value, and TID assumptions, but differ in how future tax levy growth and operating expenditures are treated. The tables include the following details; Common Assumptions • Debt Service Based on Infrastructure Schedule shown in Appendix A • Debt Service assumes Notes issued at 5% • TID values estimated based on the latest equalized value from the Wisconsin Department of Revenue and are subtracted from the total assessed value of the village. Lines 21-24 Long Range Financial Plan 2027 - 2036 Operational Forecast 8 Key Metrics in both tables • Impact on average residential property (2025 baseline - $584,000) - Lines 28-29 • Value of TID Tax Relief line average residential property - Line 33 • Debt Service, Operations & Capital Equipment Tax Levy - Lines 12-13 • Total Tax Levy – Line 14 • Projected Changes in operating and capital equipment levies - Lines 17-18 • Mill Rate (tax Rate Per 100) - Line 26 • Impact on Homeowners - Lines 27-29 Because many of the projects included in Appendix A are years away from construction, the debt service projections shown in these schedules should be viewed as planning estimates rather than forecasts. Project timing, construction costs, financing assumptions, assessed value growth, interest rates, and future Board decisions will likely change over time. The schedules are intended to illustrate the potential financial impacts of the current infrastructure plan under the stated assumptions. Long Range Financial Plan 2027 - 2036 Operational Forecast 9 Scenario A – Fixed Tax Levy Growth Assumption • Assumes the total Village tax levy increases by approximately 3% annually. • As debt service increases, the amount of levy available for operations and capital equipment is adjusted accordingly. • This scenario illustrates the potential impact that rising debt service may have on operating and capital equipment funding if tax levy growth remains limited. • Under this scenario, increased debt service reduces funding available for operations and capital equipment. The most significant impact occurs in 2029, when operational funding declines by approximately 10% Scenario A: Assumption: 3% YoY Tax Levy, Impact on Operations Budget Year 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 12 Debt Service Tax Levy 3,152,104 3,007,181 3,646,980 5,207,076 5,577,562 5,919,018 6,226,252 6,384,971 6,630,668 6,579,468 6,550,000 13 Levy used for Operations & Equipment 10,677,019 11,236,816 11,024,337 9,904,381 9,987,237 10,112,726 10,286,444 10,623,106 10,887,651 11,464,401 12,035,185 14 Tax Levy annual Increase (2% Est Incr) 13,829,123 14,243,997 14,671,317 15,111,456 15,564,800 16,031,744 16,512,696 17,008,077 17,518,319 18,043,869 18,585,185 15 Change in Total Levy 377,440 414,874 427,320 440,139 453,344 466,944 480,952 495,381 510,242 525,550 541,316 16 % Change from prior year 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 17 Change in Operating/Equipment Levy 36,236 559,796 (212,479) (1,119,957) 82,857 125,488 173,718 336,662 264,545 576,750 570,784 18 % Chg in Operating/Equipment Levy 0.3% 5.2% -1.9% -10.2% 0.8% 1.3% 1.7% 3.3% 2.5% 5.3% 5.0% 19 Assessed Values ($1,000's) 2% annual growth 20 Total Assessed 1/1 prior year (AV) 2,614,792 2,667,088 2,720,430 2,774,838 2,830,335 2,886,942 2,944,680 3,003,574 3,063,646 3,124,918 3,187,417 21 TID 3 increment value (EV) (53,537) - - - - - - - - - - 22 TID 4 increment value (EV) (20,973) (21,392) - - - - - - - - - 23 TID 5 increment value (EV) (62,770) (64,026) - - - - - - - - - 24 Net Assessed Value * 2,614,792 2,581,670 2,720,430 2,774,838 2,830,335 2,886,942 2,944,680 3,003,574 3,063,646 3,124,918 3,187,417 * The net assessed value is the total assessed value less the TID incremental values. The net assessed value is the tax base that supports the Village tax levy. The TID incremental values generate the revenues to support TID activit 25 Village Only Tax Rate 26 Per $1,000 net assessed value 5.289 5.517 5.393 5.446 5.499 5.553 5.608 5.663 5.718 5.774 5.831 27 Estimated Village Tax Bill for a 27 $584,000 home (2025 base) 3,089$ 3,222$ 3,150$ 3,180$ 3,212$ 3,243$ 3,275$ 3,307$ 3,339$ 3,372$ 3,812$ 28 Change from prior year 84 133 (73) 31 31 31 32 32 32 33 440 29 % Change from prior year 2.8% 4.3% -2.3% 1.0% 1.0% 1.0% 1.0% 1.0% 1.0% 1.0% 13.2% 30 Value of pending TID tax relief 31 Village only - Total 726,046$ 471,280$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 32 Estimated all districts 1,866,976$ 1,211,864$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 33 All districts / $584,000 home 747$ 485$ -$ -$ -$ Long Range Financial Plan 2027 - 2036 Operational Forecast 10 Scenario B– Fixed Operating Growth Assumption • Assumes operating and capital equipment funding increases by approximately 3% annually to keep pace with inflation. • As debt service increases, the total tax levy is adjusted as necessary to support both debt service and the assumed growth in operations and capital equipment. • This scenario illustrates the potential tax levy impact of maintaining operating and capital equipment spending in real terms. • Estimated Village tax bill on a $584,000 home increases from approximately $3,222 in 2027 to $4,351 in 2036 under this scenario. Scenario B Assumption: Operations & Capital Equipment Unchanged w/ 3% inflation factor, Impact on Tax Rate Budget Year 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 12 Debt Service Tax Levy 3,152,104 3,007,181 3,646,980 5,207,076 5,577,562 5,919,018 6,226,252 6,384,971 6,630,668 6,579,468 6,550,000 13 Levy used for Operations & Equipment 10,677,019 11,236,816 11,573,920 11,921,138 12,278,772 12,647,135 13,026,549 13,417,346 13,819,866 14,234,462 14,661,496 14 Tax Levy annual Increase (3% Est Incr) 13,829,123 14,243,997 15,220,900 17,128,213 17,856,334 18,566,153 19,252,801 19,802,317 20,450,534 20,813,930 21,211,496 15 Change in Total Levy 377,440 414,874 976,903 1,907,314 728,121 709,819 686,648 549,516 648,217 363,395 397,566 16 % Change from prior year 3% 3% 7% 13% 4% 4% 4% 3% 3% 2% 2% 17 Change in Operating/Equipment Levy 36,236 559,796 337,104 347,218 357,634 368,363 379,414 390,796 402,520 414,596 427,034 18 % Chg in Operating/Equipment Levy 0.3% 5.2% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 19 Assessed Values ($1,000's) 2% annual growth 20 Total Assessed 1/1 prior year (AV) 2,614,792 2,667,088 2,720,430 2,774,838 2,830,335 2,886,942 2,944,680 3,003,574 3,063,646 3,124,918 3,187,417 21 TID 3 increment value (EV) (53,537) - - - - - - - - - - 22 TID 4 increment value (EV) (20,973) (21,392) - - - - - - - - - 23 TID 5 increment value (EV) (62,770) (64,026) - - - - - - - - - 24 Net Assessed Value * 2,477,512 2,581,670 2,720,430 2,774,838 2,830,335 2,886,942 2,944,680 3,003,574 3,063,646 3,124,918 3,187,417 * The net assessed value is the total assessed value less the TID incremental values. The net assessed value is the tax base that supports the Village tax levy. The TID incremental values generate the revenues to support TID a 25 Village Only Tax Rate 26 Per $1,000 net assessed value 5.582 5.517 5.595 6.173 6.309 6.431 6.538 6.593 6.675 6.661 6.655 27 Estimated Village Tax Bill for a 27 $584,000 home (2025 base) 3,260$ 3,222$ 3,268$ 3,605$ 3,684$ 3,756$ 3,818$ 3,850$ 3,898$ 3,890$ 4,351$ 28 Change from prior year 255 (38) 45 337 80 71 63 32 48 (9) 461 29 % Change from prior year 8.5% -1.2% 1.4% 10.3% 2.2% 1.9% 1.7% 0.8% 1.2% -0.2% 11.8% 30 Value of pending TID tax relief 31 Village only - Total 766,277$ 471,280$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 32 Estimated all districts 1,970,426$ 1,211,864$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 33 All districts / $584,000 home 788$ 485$ -$ -$ -$ Long Range Financial Plan 2027 - 2036 Operational Forecast 11 Operational Forec ast The schedule below summarizes the revenues and expenditures for the General Fund, Library, Senior Resource Center , Capital Projects, and Debt Service funds. The capital projects revenues and expenditures lines are based on the supplemental schedule in the next section. Please also note that the debt service projected revenues and expenditures include TID debt and the non-tax levy TID transfers received to make those payments. This schedule starts with the current budget , followed by future revenue and expenditure projections. The future projections are based primarily on other revenues increasing at 1% per year , while expenditures increase by 3% for the remaining years. Key drivers include wage growth, health insurance, pension obligations, contracted services, utilities, technology costs, and inflationary impacts on service delivery. As a result of this structural imbalance, with baseline expenditures expected to grow at a higher rate than non-tax revenues, a projected structural budget challenge would develop over time. This prospective structural budget issue, shown at the bottom of the schedule, illustrates the potential long- term impact of this imbalance. As a result, this gap must be addressed each year as part of the annual budget process, which requires a balanced budget to avoid this cumulative effect. Long Range Financial Plan 2027 - 2036 Operational Forecast 12 budget 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 Property Taxes Property Tax Levy - All Funds 13,829,123$ 14,243,997$ 14,671,317$ 15,111,456$ 15,564,800$ 16,031,744$ 16,512,696$ 17,008,077$ 17,518,319$ 18,043,869$ 18,585,185$ Other Revenues (non-tax) General Fund (1%) * 6,046,439 6,046,439 6,106,903 6,167,972 6,229,652 6,291,948 6,354,868 6,418,416 6,482,600 6,547,426 6,612,901 Library (1%) 307,200 307,200 310,272 313,375 316,508 319,674 322,870 326,099 329,360 332,654 335,980 Elder Services (1%) 100,500 100,500 101,505 102,520 103,545 104,581 105,627 106,683 107,750 108,827 109,915 Shorewood Today (1%) 109,700 109,700 110,797 111,905 113,024 114,154 115,296 116,449 117,613 118,789 119,977 Capital Projects (Debt Proceeds & Other) 8,623,000 4,195,000 27,228,000 6,082,222 4,371,000 3,455,293 2,306,000 3,701,481 2,531,000 3,704,000 2,646,000 TID Debt Service 1,057,225 1,068,738 3,168,800 974,738 997,738 1,018,163 585,213 564,738 494,000 - - Subtotal Other Revenues 16,244,064 11,827,577 37,026,277 13,752,731 12,131,467 11,303,812 9,789,873 11,233,866 10,062,323 10,811,697 9,824,773 Total Revenues 30,073,187 26,071,573 51,697,593 28,864,187 27,696,267 27,335,556 26,302,569 28,241,943 27,580,643 28,855,565 28,409,958 Expenditures General Fund (3%) $15,279,795 $15,738,189 $16,210,335 $16,696,645 $17,197,544 $17,713,470 $18,244,874 $18,792,221 $19,355,987 $19,936,667 $20,534,767 Library (3%) 1,110,721 1,144,043 1,178,364 1,213,715 1,250,126 1,287,630 1,326,259 1,366,047 1,407,028 1,449,239 1,492,716 Elder Services (3%) 206,742 212,944 219,332 225,912 232,689 239,670 246,860 254,266 261,894 269,751 277,843 Shorewood Today (3%) 109,700 112,991 116,381 119,872 123,468 127,172 130,988 134,917 138,965 143,134 147,428 Capital (schedule) 9,156,900 4,043,000 27,928,000 5,919,222 5,111,000 4,215,293 3,086,000 4,501,481 3,291,000 4,544,000 3,516,000 Debt Service (projected) 4,209,329 4,075,919 6,815,780 6,181,814 6,575,300 6,937,181 6,811,465 6,949,709 7,124,668 6,579,468 6,550,000 Total Expenditures 30,073,186 25,327,085 52,468,191 30,357,179 30,490,128 30,520,417 29,846,446 31,998,641 31,579,542 32,922,258 32,518,754 Prospective Funding Gap 0 744,488 (770,597) (1,492,992) (2,793,861) (3,184,861) (3,543,877) (3,756,698) (3,998,900) (4,066,693) (4,108,796) Inrease in Levy 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% Increase in expenditure (input) 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% Long Range Financial Plan 2026 - 2035 Capital Projects Forecasts 13 Capital Projects Forecasts The Capital Projects Fund schedule shown on the following page organizes revenues and expenditures based on the nature of their funding sources. Annual capital funding sources include property taxes, state aid, and other revenue sources. Long Range Plan funding sources include bond proceeds, grants, and any special assessment related to specific projects. Annual Capital projects (non-infrastructure) (funded by property taxes and other annual revenues) The village’s vehicle and equipment replacement needs, major facilities maintenance, and other various non-infrastructure projects or one-time initiatives are typically funded through annual revenues. Staff estimates that approximately $6 80,000 of ongoing annual funding will be necessary to meet these needs over an extended period. The Village maintains more than $7 million in vehicles, equipment, and other capital assets used to provide services to the community, which must be periodically replaced. The items whose replacement costs must be funded within the general capital budget include $600,000 in Police vehicles, $2,000,000 in DPW general vehicles, $1,000,000 in refuse collection trucks, $1,500,000 in other DPW operational equipment, and $200,000 in IT network equipment. The remaining equipment is within the Library and Water & Sewer utilities and is accounted for elsewhere in the budget. To effectively manage the replacement of these items, department heads review and update the condition, estimated useful life, and anticipated replacement dates for each asset each year . Based on this input, these items are then prioritized and incorporated into the annual capital budget in a way that attempts to manage the annual funding levels needed to replace these assets in a fiscally sustainable manner. Long Range Plan projects (infrastructure projects) (funded primarily through bond proceeds) Appendix A identifies the various infrastructure projects and implementation schedules which will be funded primarily through debt financing. This plan captures the combination of planning efforts that have been done for the Village’s infrastructure assets, including roads, water, sanitary sewer and stormwater systems, and other municipal infrastructure needs. Long Range Financial Plan 2026 - 2035 General Capital Projects Fund - 400 14 Budget Account Number Account Name 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 Revenues Annual Capital Funding Sources 400-5700-41110 Property Taxes (2.0% growth) 665,000$ 680,000$ 700,000$ 720,000$ 740,000$ 760,000$ 780,000$ 800,000$ 820,000$ 840,000$ 870,000$ 400-5700-43530 State Transportation Aids - - - - - - - - - - - 400-5700-43590 One-time Revenues - - - - - - - - - - - 400-9000-49700 Property Sales - - - - - - - - - - - Total Annual Capital Revenues 665,000 680,000 700,000 720,000 740,000 760,000 780,000 800,000 820,000 840,000 870,000 Long Range Plan Funding Sources 400-9000-49800 Bond Proceeds / Reserves 4,290,000 4,195,000 27,228,000 6,082,222 4,371,000 3,455,293 2,306,000 3,701,481 2,531,000 3,704,000 2,646,000 400-5700-43730 Other Revenues 4,333,000 - - - - - - - - - - Total LRP Capital Revenues 8,623,000 4,195,000 27,228,000 6,082,222 4,371,000 3,455,293 2,306,000 3,701,481 2,531,000 3,704,000 2,646,000 Total Revenue 9,288,000 4,875,000 27,928,000 6,802,222 5,111,000 4,215,293 3,086,000 4,501,481 3,351,000 4,544,000 3,516,000 Expenditures General Annual Capital needs 1,289,000$ 680,000$ 700,000$ 720,000$ 740,000$ 760,000$ 780,000$ 800,000$ 820,000$ 840,000$ 870,000$ Long Range Plan projects Infrastructure 7,999,000 3,363,000 27,228,000 5,199,222 4,371,000 3,455,293 2,306,000 3,701,481 2,471,000 3,704,000 2,646,000 Other General Projects in Plan 832,000 883,000 - - - Debt Issuance Costs (net) - - - - - - - - 60,000 - - Sub-total LRP projects 7,999,000 4,195,000 27,228,000 6,082,222 4,371,000 3,455,293 2,306,000 3,701,481 2,531,000 3,704,000 2,646,000 Total Expenditures 9,288,000 4,875,000 27,928,000 6,802,222 5,111,000 4,215,293 3,086,000 4,501,481 3,351,000 4,544,000 3,516,000 Net Change in Fund Balance - - - - - - - - - - - Long Range Financial Plan 2027 - 2036 TID Projections 15 TID Projections The status of the village’s TIDs impacts both the village’s levy limit and the projected tax impact of future projects and pending tax relief due to the increased property values within each district. The following schedules reflect the status and projected closing dates for each of the village's TIF districts. Tax Incremental District #3 Moderate assumptions Created: 2008, Mandatory Close: 2035 Cash Flow Projections Property appreciation factor 2.00% 6/24/2024 Tax rate appreciation factor 1.50% Properety Valuation Estimates Taxes Revenue Estimates Cash Position / Debt Budget / Revenue Year PY equalized value Change / Inflationary Increase Projected Equalized Value Base Value Increment Value Projected Tax Rate / 1,000 Incremental Revenues *. Total Revnues Debt Service Other Expenditures Total Expenditures Annual Change Cumulative Ending Cash Balances Year-end Outstanding Debt Difference Budget / Revenue Year 2019 31,108,900 28.38 180,000$ 6,963,450$ (6,783,450)$ 2019 2020 31,108,900 4,326,100 35,435,000 7,748,400 27,686,600 27.11 800,650$ 30,000$ 830,650$ 530,550$ 65,000$ 595,550$ 235,100$ 460,000$ 6,611,500$ (6,151,500)$ 2020 2021 35,435,000 11,600,000 47,035,000 7,748,400 39,286,600 27.44 1,199,830$ 30,000$ 1,229,830$ 906,587$ 20,000$ 926,587$ 303,243$ 777,000$ 6,252,830$ (5,475,830)$ 2021 2022 47,035,000 (8,388,600) 38,646,400 7,748,400 30,898,000 24.83 1,034,750$ 30,000$ 1,064,750$ 678,470$ 60,000$ 738,470$ 326,280$ 1,135,000$ 5,880,000$ (4,745,000)$ 2022 2023 38,646,400 17,288,100 55,934,500 7,748,400 48,186,100 24.92 751,539$ 30,000$ 781,539$ 610,400$ 15,000$ 625,400$ 156,139$ 1,771,520$ 5,545,000$ (3,773,480)$ 2023 2024 55,934,500 4,666,600 60,601,100 7,748,400 52,852,700 22.63 1,176,492$ 30,000$ 1,206,492$ 345,500$ 15,000$ 360,500$ 845,992$ 1,669,439$ 3,400,956$ (1,731,518)$ 2024 2025 60,601,100 (5,686,800) 54,914,300 7,748,400 47,165,900 20.90 1,191,031$ 30,000$ 1,221,031$ 15,000$ 15,000$ 1,206,031$ 2,875,470$ 2,900,956$ (25,487)$ 2025 2026 54,914,300 1,098,286 56,012,586 7,748,400 48,264,186 21.21 1,036,464$ 30,000$ 1,066,464$ 15,000$ 15,000$ 1,051,464$ 3,926,933$ 2,375,956$ 1,550,977$ 2026 2027 56,012,586 1,120,252 57,132,838 7,748,400 49,384,438 21.53 1,063,331$ 30,000$ 1,093,331$ 15,000$ 15,000$ 1,078,331$ 5,005,264$ 1,824,706$ 3,180,558$ 2027 2028 57,132,838 1,142,657 58,275,494 7,748,400 50,527,094 21.85 1,104,253$ 30,000$ 1,134,253$ 15,000$ 15,000$ 1,119,253$ 6,124,518$ 1,245,894$ 4,878,624$ 2028 2029 58,275,494 1,165,510 59,441,004 7,748,400 51,692,604 22.18 1,146,671$ 30,000$ 1,176,671$ 15,000$ 15,000$ 1,161,671$ 7,286,189$ 638,141$ 6,648,048$ 2029 2030 59,441,004 1,188,820 60,629,824 7,748,400 52,881,424 22.52 1,190,638$ 30,000$ 1,220,638$ 15,000$ 15,000$ 1,205,638$ 8,491,827$ -$ 8,491,827$ 2030 Expenditure Estimates Long Range Financial Plan 2027 - 2036 TID Projections 16 Tax Incremental District #4 Moderate assumptions Created: 2011, Mandatory Close: 2038 Cash Flow Projections Property appreciation factor 2.00% 6/24/2024 Tax rate appreciation factor 1.50% Properety Valuation Estimates Taxes Revenue Estimates Cash Position / Debt Budget / Revenue Year PY equalized value Change / Inflationary Increase Projected Equalized Value Increment Value Projected Tax Rate / 1,000 Incremental Revenues Other Revenues Total Revneues Debt Service Other Expenditures Total Expenditures Annual Change Cumulative Ending Cash Balances Year-end Outstanding Debt Difference Budget / Revenue Year 2019 19,603,200 28.38 900,000$ 6,650,000$ (5,750,000)$ 2019 2020 19,603,200 (578,700) 19,024,500 17,829,100 27.11 515,600$ 200,000$ 715,600$ 506,270$ 5,000$ 511,270$ 204,330$ 1,150,000$ 6,340,000$ (5,190,000)$ 2020 2021 19,024,500 (737,100) 18,287,400 17,092,000 27.44 469,004$ 200,000$ 669,004$ 514,700$ 5,000$ 519,700$ 149,304$ 1,321,250$ 6,015,000$ (4,693,750)$ 2021 2022 18,287,400 2,422,600 20,710,000 19,514,600 24.83 450,343$ 200,000$ 650,343$ 532,000$ 5,000$ 537,000$ 113,343$ 1,450,000$ 5,665,000$ (4,215,000)$ 2022 2023 20,712,400 1,804,800 22,517,200 21,321,800 24.92 474,717$ 200,000$ 674,717$ 543,340$ 5,000$ 548,340$ 126,377$ 1,818,060$ 5,295,000$ (3,476,940)$ 2023 2024 22,517,200 327,200 22,844,400 21,649,000 22.63 473,613$ 200,000$ 673,613$ 543,700$ 5,000$ 548,700$ 124,913$ 1,867,233$ 4,915,000$ (3,047,767)$ 2024 2025 22,844,400 153,100 22,997,500 21,802,100 20.90 468,000$ 200,000$ 668,000$ 553,840$ 5,000$ 558,840$ 109,160$ 1,976,393$ 4,515,000$ (2,538,607)$ 2025 2026 22,997,500 459,950 23,457,450 22,262,050 21.21 479,100$ 200,000$ 679,100$ 556,650$ 5,000$ 561,650$ 117,450$ 2,093,843$ 4,100,000$ (2,006,157)$ 2026 2027 23,457,450 469,149 23,926,599 22,731,199 21.53 489,441$ 200,000$ 689,441$ 554,000$ 5,000$ 559,000$ 130,441$ 2,224,284$ 3,675,000$ (1,450,716)$ 2027 2028 23,926,599 478,532 24,405,131 23,209,731 21.85 507,241$ 2,215,000$ 2,722,241$ 2,616,075$ 5,000$ 2,621,075$ 101,166$ 2,325,451$ 1,175,000$ 1,150,451$ 2028 2029 24,405,131 488,103 24,893,234 23,697,834 22.18 525,677$ 25,000$ 550,677$ 411,250$ 5,000$ 416,250$ 134,427$ 2,459,878$ 800,000$ 1,659,878$ 2029 2030 24,893,234 497,865 25,391,098 24,195,698 22.52 544,772$ 25,000$ 569,772$ 425,000$ 5,000$ 430,000$ 139,772$ 2,599,650$ 400,000$ 2,199,650$ 2030 Expenditure Estimates Long Range Financial Plan 2027 - 2036 TID Projections 17 Tax Incremental District #5 Moderate assumptions Created: 2014, Mandatory Close: 2041 Cash Flow Projections Property appreciation factor 2.00% 6/24/2024 Tax rate appreciation factor 1.50% Properety Valuation Estimates Taxes Revenue Estimates Cash Position / Debt Budget / Revenue Year PY equalized value Change / Inflationary Increase Projected Equalized Value Increment Value Projected Tax Rate / 1,000 Incremental Revenues Other Revenues Total Revneues Debt Service Other Expenditures Total Expenditures Annual Change Cumulative Ending Cash Balances Year-end Outstanding Debt Difference Budget / Revenue Year 2020 52,831,900 2,241,500 55,073,400 46,987,600 27.11 1,358,800$ 40,000$ 1,398,800$ 415,625$ 25,000$ 440,625$ 958,175$ 3,050,000$ 5,465,000$ (2,415,000)$ 2020 2021 55,073,400 6,150,000 61,223,400 53,137,600 27.44 1,732,324$ 40,000$ 1,772,324$ 435,900$ 25,000$ 460,900$ 1,311,424$ 4,295,000$ 5,215,000$ (920,000)$ 2021 2022 61,223,400 8,231,500 69,454,900 61,369,100 24.83 1,399,827$ 40,000$ 1,439,827$ 425,150$ 25,000$ 450,150$ 989,677$ 5,275,000$ 4,970,000$ 305,000$ 2022 2023 69,452,800 4,872,700 74,325,500 66,239,700 24.92 1,492,644$ 50,000$ 1,542,644$ 650,843$ 50,000$ 700,843$ 841,802$ 6,116,802$ 4,700,000$ 1,416,802$ 2023 2024 74,325,500 (10,764,800) 63,560,700 55,474,900 22.63 1,563,317$ 50,000$ 1,613,317$ 442,125$ 100,000$ 542,125$ 1,071,192$ 7,886,075$ 4,425,000$ 3,461,075$ 2024 2025 63,560,700 2,175,100 65,735,800 57,650,000 20.90 1,249,650$ 50,000$ 1,299,650$ 459,425$ 5,000$ 464,425$ 835,225$ 8,721,300$ 4,125,000$ 4,596,300$ 2025 2026 65,735,800 1,314,716 67,050,516 58,964,716 21.21 1,266,850$ 50,000$ 1,316,850$ 500,575$ 6,300,000$ 6,800,575$ (5,483,725)$ 3,237,575$ 3,775,000$ (537,425)$ 2026 2027 67,050,516 1,341,010 68,391,526 60,305,726 21.53 1,298,485$ 50,000$ 1,348,485$ 514,725$ 5,000$ 519,725$ 828,760$ 4,066,335$ 3,400,000$ 666,335$ 2027 2028 68,391,526 1,367,831 69,759,357 61,673,557 21.85 1,347,856$ 50,000$ 1,397,856$ 552,725$ 5,000$ 557,725$ 840,131$ 4,906,466$ 2,975,000$ 1,931,466$ 2028 2029 69,759,357 1,395,187 71,154,544 63,068,744 22.18 1,399,022$ 50,000$ 1,449,022$ 563,500$ 5,000$ 568,500$ 880,522$ 5,786,988$ 2,525,000$ 3,261,988$ 2029 2030 71,154,544 1,423,091 72,577,635 64,491,835 22.52 1,452,049$ 50,000$ 1,502,049$ 572,750$ 5,000$ 577,750$ 924,299$ 6,711,287$ 2,050,000$ 4,661,287$ 2030 2031 72,577,635 1,451,553 74,029,188 65,943,388 22.85 1,507,002$ 50,000$ 1,557,002$ 572,750$ 5,000$ 577,750$ 979,252$ 7,690,539$ 1,525,000$ 6,165,539$ 2031 2032 74,029,188 1,480,584 75,509,771 67,423,971 23.20 1,563,950$ 50,000$ 1,613,950$ 572,750$ 5,000$ 577,750$ 1,036,200$ 8,726,739$ 1,000,000$ 7,726,739$ 2032 2033 75,509,771 1,510,195 77,019,967 68,934,167 23.54 1,622,965$ 50,000$ 1,672,965$ 572,750$ 5,000$ 577,750$ 1,095,215$ 9,821,954$ 475,000$ 9,346,954$ 2033 2034 77,019,967 1,540,399 78,560,366 70,474,566 23.90 1,684,120$ 50,000$ 1,734,120$ 572,750$ 5,000$ 577,750$ 1,156,370$ 10,978,324$ -$ 10,978,324$ 2034 Expenditure Estimates Long Range Financial Plan 2026 - 2035 Parking Utility 18 Parking Utility Current Rates and Customer Information General rate and permit data for the utility is shown below: G eneral R ate and Permit Data Monthly Annually Hourly R estricted $30 $360 Unrestricted 24 Hr $50 $600 Amount paid to private lot owners $12 $144 Budget 2024 2025 Permits sold - Village lots 1,908 1,800 Permits sold - private lots 184 140 Tot al 2,092 1,940 Long Range Plan Notes • Past years’ budgets for the parking utility have included costs for software and other technology to automate the parking permit process. The village’s permit solution now offers online permitting and payments for most of the village’s permitted parking activities. Recommended Future Rates The parking utility includes the cost for managing the village’s overnight parking lot permit program and the maintenance costs associated with keeping the lots clear of snow and ice in the winter. Historically, the costs associated with writing and collecting parking tickets have been reported in the General Fund, along with parking ticket revenue. The utility then gets charged the cost of ¼ of a police civilian staff’s salary and benefits for enforcement in the permitted lots. The parking utility also accumulated reserve funds for lot resurfacing, or the acquisition of additional public parking lots as may be needed in future years. Long Range Financial Plan 2027 - 2036 Water Utility 19 Parking Utility 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 Revenues Monthly Permit Fees 80,800$ 83,700$ 85,400$ 87,100$ 88,800$ 90,600$ 92,400$ 94,200$ 96,100$ 98,000$ 100,000$ Daily permit fees - - - - - - - - - - - Other Revenues 26,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 Total Revenues 106,800 88,700 90,400 92,100 93,800 95,600 97,400 99,200 101,100 103,000 105,000 Expenses Staff Costs (2%) 10,000 16,000 16,320 16,646 16,979 17,319 17,665 18,019 18,379 18,747 19,121 PILOT expenses (2.5%) 19,000 19,475 19,962 20,461 20,972 21,497 22,034 22,585 23,150 23,728 24,322 Other Expenses (2%) 75,750 46,665 47,598 48,550 49,521 50,512 51,522 52,552 53,603 54,675 55,769 Total Expenses 104,750 82,140 83,880 85,658 87,473 89,327 91,221 93,156 95,132 97,150 99,212 Net Change in Equity 2,050 6,560 6,520 6,442 6,327 6,273 6,179 6,044 5,968 5,850 5,788 Beginning Equity 779,728 781,778 788,338 794,858 801,300 807,627 813,900 820,078 826,122 832,090 837,940 Ending Equity 781,778$ 788,338$ 794,858$ 801,300$ 807,627$ 813,900$ 820,078$ 826,122$ 832,090$ 837,940$ 843,728$ Rate increase included above 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% 2.00% * - The Parking Utility budgets on a full accrual method. The estimated cash position of the utility is also affected by capital purchases and principal repayment of bonds and is shown below. Estimated YE cash position 554,050$ 788,338$ 799,858$ 811,300$ 822,627$ 833,900$ 845,078$ 856,122$ 867,090$ 877,940$ 888,728$ Long Range Financial Plan 2027 - 2036 Water Utility 20 Water Utilities Current Rates and Customer Information General rate and permit data for the utility is shown below: General Rate Data Quarterly Annual Meter service charge (3/4") 36.00$ $144.00 Public Fire Fees (3/4") 28.56$ $114.24 Financial Assistance Program Charge 27.20$ $108.80 Plus Volumetric per 1,000 Gallons 4.69$ $281.40 Last Full Rate Increase 5/19/26 Quarterly Bill (10,000 gal.) $138.66 $554.64 No. of Consumption Five Year Estimate Customers 1000 gal. Residental Customers 3,233 160,000 Multi-Family 170 80,000 Commercial 110 22,800 Public Authority 40 6,200 Long Range Plan Notes • Significant new lead service lateral replacement , future capital projects are included in the plan for water main replacements done in conjunction with road projects and other standalone water main projects. Recommended Future Rates In 2026 , the Public Service Commission (PSC) approved a 27.8% annualized overall water rate increase effective 5/19/26. The Public Service Commission (PSC) reviews and designs the village's water utility rates. Rate increase requests can only be made under certain conditions. This long -range plan calls for the Water utility to bond for an estimated $53 million of system improvements over the next 10 years. The Village also targets cash reserves for this fund to be approximately 25% of operating expenses, as customers are billed quarterly for the previous quarter’s consumption, while utility vendors are paid monthly. Based on projections from the water utility, a 30% rate increase is anticipated in 2029. However, as these future capital projects are completed, additional large rate increases will likely be needed in 203 1 (30%), primarily to support increased debt service payments for these projects and other general cost increases. The Utility will also need to apply for annual simplified rate increases over the next 10 years to absorb inflationary costs. Staff will continue to monitor the utility’s purchased water costs from the Milwaukee Water Works , as any significant increases in these costs will also have an impact on rates. Long Range Financial Plan 2026 - 2035 Water Utility 21 2027 Rates have been finalized and approved by the Public Service Commission. The revenue projections beyond 2027 are based on estimated rates, which are subject to approval of the Public Service Commission (PSC). Budget+ADJ for PSC Delay 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 Revenues User Fees 2,468,982$ 3,121,321$ 3,121,321$ 4,057,718$ 4,057,718$ 4,057,718$ 5,406,662$ 5,406,662$ 5,514,795$ 6,617,754$ 6,617,754$ Other Revenues 150,000 150,000 150,000 150,000 150,000 150,000 150,000 150,000 150,000 150,000 150,000 Total Revenues 2,618,982$ 3,271,321$ 3,271,321$ 4,207,718$ 4,207,718$ 4,207,718$ 5,556,662$ 5,556,662$ 5,664,795$ 6,767,754$ 6,767,754$ Expenses Purchase Water (3%) 657,398$ 663,971$ 677,251$ 697,568$ 718,495$ 740,050$ 762,252$ 785,119$ 808,673$ 832,933$ 857,921$ PILOT expenses 240,336 242,739 245,167 247,618 250,095 252,596 255,122 257,673 260,249 262,852 265,480 Depreciation 342,000 352,260 362,828 373,713 384,924 396,472 408,366 420,617 433,235 446,232 459,619 Other Expenses (5%) 1,369,535 1,410,621 1,452,940 1,496,528 1,541,424 1,587,667 1,635,297 1,684,356 1,734,886 1,786,933 1,840,541 Interest Expense 374,836 471,440 687,414 903,186 1,169,690 1,431,851 1,636,895 1,838,828 2,035,997 2,229,761 2,419,787 Total Expenses 2,984,105$ 3,141,032$ 3,425,600$ 3,718,613$ 4,064,628$ 4,408,635$ 4,697,932$ 4,986,593$ 5,273,042$ 5,558,711$ 5,843,349$ Net Change in Equity (365,123)$ 130,289$ (154,279)$ 489,104$ 143,089$ (200,918)$ 858,730$ 570,069$ 391,754$ 1,209,043$ 924,405$ Beginning Equity 4,340,740 3,975,617 4,105,906 3,951,628 4,440,732 4,583,821 4,382,904 5,241,634 5,811,704 6,203,457 7,412,500 Ending Equity 3,975,617$ 4,105,906$ 3,951,628$ 4,440,732$ 4,583,821$ 4,382,904$ 5,241,634$ 5,811,704$ 6,203,457$ 7,412,500$ 8,336,906$ Rate increase included above 12.74% 26.42% 0.00% 30.00% 0.00% 30.00% 0.00% 0.00% 0.00% 20.00% 0.00% Revenue coverage 125% targe 19.00% 74.00% 53.00% 90.00% 68.00% 53.00% 85.00% 73.00% 65.00% 82.00% 72.00% Borrowings - 4,734,000 4,875,000 5,021,000 7,287,000 5,327,000 5,487,000 5,652,000 5,821,000 5,995,000 6,175,000 P&I Payments 1,051,470 1,082,393 1,398,166 1,798,089 2,265,361 2,802,750 3,234,807 3,686,323 4,146,369 4,566,452 4,884,164 Capital Expenses 2,145,000 4,734,000 4,875,000 5,021,000 7,287,000 5,327,000 5,487,000 5,652,000 5,821,000 5,995,000 6,175,000 Long Range Financial Plan 2027 - 2036 Sewer Utility 22 Sewer Utility Current Rates and Customer Information General rate and permit data for the utility is shown below: General Rate Data Quarterly Annual Service charge 20.06$ $80.24 Plus Volumetric per 1000 Gallons 14.26$ $57.04 Last Rate Increase 1/1/26 Quarterly Bill (10,000 Gallons Usage) 162.66$ $650.64 Long Range Plan Notes • The Village continues to plan substantial capital investment in Sanitary Sewer infrastructure in the coming years. This plan includes the assumption that future sewer borrowings to fund these projects will be Revenue bond borrowings. • Some borrowings require that utility rates be set at a level so that operating revenues will cover debt service by 125%. In addition, the utility will also be required to set aside separate bonding cash reserves. The fiscal schedule on the next page includes estimates of these needs and trends over time. Recommended Future Rates The Village’s Sewer Utility Rates are reviewed by the Village on an annual basis. The Village targets cash reserves for this fund to be approximately 25% of operating expenses, as customers are billed quarterly for the previous quarter’s consumption, while utility vendors are paid monthly. After the 2010 flood, the Village began substantial capital reinvestment to reduce the possibility of recurrence of sewer backups. Since then, the Village has spent nearly $ 23.1 million on stormwater and sanitary sewer projects. In January 202 6, the sewer utility approved a 22% net rate increase to maintain operations and fund Infrast ructure investments. Additional rate increases will also be needed to continue funding capital improvements and ongoing cost increases in the coming years. A 5.0% rate increase in 2030 is projected to be necessary to support these efforts. Long Range Financial Plan 2027 - 2036 Sewer Utility 23 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 1 Revenues 2 User Fees 4,400,000$ 4,400,000$ 4,400,000$ 4,400,000$ 4,620,000$ 4,620,000$ 4,620,000$ 4,620,000$ 4,620,000$ 4,620,000$ 4,620,000$ 3 Other Revenues 56,499 56,499 56,499 56,499 56,499 56,499 56,499 56,499 56,499 56,499 56,499 4 Total Revenues 4,456,499 4,456,499 4,456,499 4,456,499 4,676,499 4,676,499 4,676,499 4,676,499 4,676,499 4,676,499 4,676,499 5 Expenses 6 Treatment Expense (3%) 1,039,217$ 1,070,394$ 1,102,505$ 1,135,580$ 1,169,648$ 1,204,737$ 1,240,879$ 1,278,106$ 1,316,449$ 1,355,942$ 1,396,621$ 7 Depreciation 675,000 675,000 695,250 695,250 716,108 716,108 716,108 716,108 716,108 716,108 716,108 8 Other Expenses (3%) 1,031,939 1,062,897 1,094,784 1,127,628 1,161,457 1,196,300 1,232,189 1,269,155 1,307,230 1,346,447 1,386,840 9 Interest Expense 565,511 532,488 554,869 573,457 542,547 514,409 486,034 449,615 408,992 384,716 361,088 10 Total Expenses 3,311,667 3,340,779 3,447,409 3,531,916 3,589,759 3,631,554 3,675,210 3,712,984 3,748,778 3,803,213 3,860,657 11 Net Change in Equity 1,144,832 1,115,720 1,009,090 924,583 1,086,740 1,044,945 1,001,288 963,515 927,720 873,286 815,842 12 Beginning Equity 12,554,296 13,699,128 14,814,848 15,823,938 16,748,521 17,835,261 18,880,206 19,881,495 20,845,010 21,772,730 22,646,016 13 Ending Equity 13,699,128 14,814,848 15,823,938 16,748,521 17,835,261 18,880,206 19,881,495 20,845,010 21,772,730 22,646,016 23,461,858 14 Rate increase included above 11.00% 0.00% 0.00% 0.00% 5.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 15 Revenue coverage 125% target 126.00% 133.00% 133.00% 120.00% 128.00% 123.00% 119.00% 137.00% 133.00% 134.00% 126.00% Long Range Financial Plan 2027 - 2036 Comparative Utility Rates 24 Comparative Utility Rates Refuse / Rank Municipality Water Sewer Storm Recycling Total Quarterly 1 Cedarburg 1,111.00$ 346.56$ -$ -$ 1,457.56$ 364.39$ 2 South Milwaukee 697.04$ 462.31$ 118.44$ 245.00$ 1,522.79$ 380.70$ 3 Mequon 288.78$ 1,184.40$ -$ 280.00$ 1,753.18$ 438.30$ 4 Port Washington 691.54$ 580.80$ -$ -$ 1,272.34$ 318.09$ 5 Shorewood 545.04$ 475.36$ -$ -$ 1,020.40$ 255.10$ 6 Saukville 467.12$ 650.64$ -$ 219.00$ 1,336.76$ 334.19$ 7 Bayside 288.78$ 712.44$ 278.00$ -$ 1,279.22$ 319.81$ 8 Fox Point 477.64$ 579.00$ 159.16$ 78.00$ 1,293.80$ 323.45$ 9 Glendale 528.60$ 523.72$ 240.00$ -$ 1,292.32$ 323.08$ 10 Franklin 328.88$ 258.68$ -$ 159.60$ 747.16$ 186.79$ 11 Greenfield 315.96$ 351.72$ 88.68$ 235.95$ 992.31$ 248.08$ 12 Grafton 347.44$ 606.80$ -$ 34.80$ 989.04$ 247.26$ 13 Milwaukee 245.28$ 293.80$ 223.44$ 256.24$ 1,018.76$ 254.69$ 14 West Allis 313.88$ 215.36$ 100.92$ 142.64$ 772.80$ 193.20$ 15 Cudahy 268.68$ 346.10$ 100.00$ 140.00$ 854.78$ 213.70$ 16 Greendale 383.20$ 194.76$ 96.56$ 60.00$ 734.52$ 183.63$ 17 Wauwatosa 414.36$ 317.20$ 142.52$ -$ 874.08$ 218.52$ 18 Brown Deer 288.72$ 205.40$ 165.84$ 80.00$ 739.96$ 184.99$ 19 Whitefish Bay 337.20$ 131.88$ 100.00$ -$ 569.08$ 142.27$ 20 Oak Creek 331.72$ 264.24$ -$ -$ 595.96$ 148.99$ Estimated Annual Cost of Service Comparison 2026 Rate Survey Long Range Financial Plan 2027 - 2036 Comparative Utility Rates 25 This table provides some comparative data illustrating where the Village of Shorewood currently ranks based on total non-tax levy quarterly charges per household. The challenge with this chart is that not all communities allocate their costs in the same way . Some communities have separate stormwater utilities, while others integrate these costs within the sewer utility. Other communities may not even separate these costs at all as they may be in tegrated into their general operations budget costs for culvert installation and maintenance in above-ground stormwater systems, or they could just be part of typical road construction and maintenance costs. Note that this list was compiled in 2024. It is compiled biennially and will be updated in next year’s LRP. Long Range Financial Plan 2027 - 2036 Estimated Average Residential Property Owner Payments 26 Estimated Average Residential Property Owner Payments When contemplating the total fiscal impact that the implementation of this capital project schedule will have on residents, it is important to consider the combined impact of both any increased property taxes and any resulting increases in the village’s municipal utility charges that our residents will incur because of these various infrastructure projects. Given the parameters identified in this plan, the following schedule shows the aggregate impact of both factors. Projected Payment Type 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 Tax Bill (Village Portion) 3,222$ 3,150$ 3,180$ 3,212$ 3,243$ 3,275$ 3,307$ 3,339$ 3,305$ 3,628$ 3,667$ Water Flat Quarterly 74.65 96.35 96.35 96.35 130.58 130.58 166.89 166.89 170.23 204.27 204.27 Water Consumption 4.98 6.43 6.43 6.43 8.71 8.71 11.13 11.13 11.36 13.63 13.63 Water Bill 558 720 720 720 975 975 1,247 1,247 1,271 1,526 1,526 Sewer Flat 16.30 16.30 16.30 16.30 16.30 16.30 16.30 16.30 16.30 16.30 16.30 Sewer Consumption 12.98 12.98 12.98 12.98 12.98 14.27 14.77 15.22 15.67 16.14 16.14 Sewer Bill 740 740 740 740 740 807 833 856 880 905 905 Sub-total Utility Bill 1,298 1,460 1,460 1,460 1,715 1,783 2,080 2,103 2,152 2,430 2,430 Street Light Fee Quarterly 59.70 60.12 60.54 60.96 61.39 61.82 62.25 62.69 63.13 63.57 64.01 Street Light Bill 239 240 242 244 246 247 249 251 253 254 256 Total 4,758$ 4,850$ 4,882$ 4,915$ 5,204$ 5,305$ 5,636$ 5,693$ 5,709$ 6,313$ 6,353$ Change from Prior Year 253$ 91$ 33$ 33$ 289$ 101$ 331$ 57$ 16$ 603$ 41$ % Change from Prior Year 5.62% 1.91% 0.67% 0.67% 5.88% 1.94% 6.24% 1.02% 0.28% 10.57% 0.65% Long Range Financial Plan 2027 - 2036 SUMMARY 27 SUMMARY The Village has developed these policy objectives with the intent of setting forth its philosophy related to fiscal management. The Village Board and staff recognize that circumstances change and that these objectives must be reviewed annually, however it is the intent of the Village of Shorewood to follow these general principals in subsequent years in order to assure the continued improvement of t he Village’s fiscal integrity. This multi-year financial plan has thus been developed in a manner to be full y consistent with the policy guidelines set forth above. Strategic Questions for Discussion 1. What level of debt utilization is acceptable? 2. Should major projects be accelerated, delayed, or phased? 3. What level of tax levy growth is sustainable? 4. How should operational growth be funded? 5. What role should grants, special assessments, and TIDs play? 6. What service levels should be prioritized if operational funding becomes constrained? Long Range Financial Plan 2027 - 2036 APPENDIX A 28 APPENDIX A Long Range Financial Plan 2027 - 2036 APPENDIX A 29 The following project implementation schedule is first and foremost a management tool. The various fiscal projections, accompanying project narratives, and prospective implementation maps that support this schedule all serve to provide context to the implementation of the proposed plan. Therefore, it is important to understand the context of the following items. Project cost estimates All project cost estimates are all in current dollars and are not intended to reflect allowances for unpredictable changes in materials costs, or other market conditions that may ultimately impact on the actual future project costs. This is done for simpli city in order to be able to compare the relative distribution of fiscal resources across various projects over an extended period of time. With each annual update of this plan, cost estimates will be updated in an attempt to keep in line with current market condit ions, or changes in various project implementation scopes or schedules. Most project costs are based on very broad engineering and construction estimates or assumptions. However, as projects get closer to their implementation dates, additional engineering analysis is performed too, in order to provide more refined cost estimates as the details of these projects can be better evaluated. Implementation Schedules The implementation schedules in this plan try to take into consideration several factors. At one level is an analysis of just how much work can be accomplished per year and what are the most critical priorities given the current conditions, competing needs, and limited resources of the Village. Then there also must be an evaluation of the impact that the scheduling of these projects will have on the neighborhoods where the construction is occurring, as well as the community as a whole. Additionally, several different project schedules may need to be coordinated in order to help reduce costs, as well as minimize the impact to the community. All of this is done within the context of what we know when the plan is prepared each year. Therefore, as more information becomes available and the plan is updated each year, changes to the details of these implementation schedules may also need to be adj usted in order to be responsive to the changes in these various factors. Long Range Financial Plan 2027 - 2036 APPENDIX A 30 Village of Shorewood 2027-2036 Long Range Plan Infrastructure Projects Seq Updated Apr-22-2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2027 to 2036 SUB TOTAL General Infrastructure Financed by GO Bonds 1 Local Road Program 2,000,000 2,080,000 2,228,000 2,306,000 2,387,000 2,471,000 2,557,000 2,646,000 18,675,000 2 Alley Reconstruction 1,000,000 1,071,000 1,147,000 3,218,000 3 Sidewalk Program (costs) 200,000 212,180 227,293 243,481 922,954 4 Oakland Avenue (South) 4,371,000 4,371,000 5 Street Lighting Improvements (Not Lake Dr) 2,163,137 2,228,031 2,075,042 9,432,210 6 Future Facilities (DPW) 1,000,000 23,000,000 25,000,000 7 Future Facilities (VH) - 8 Refuse Trucks (2 in 2027, 2 in 2029) 832,000 832,000 1,664,000 Sub Totals: 4,195,000 27,228,000 5,199,222 4,371,000 3,455,293 2,306,000 3,701,481 2,471,000 3,704,000 2,646,000 71,225,582 Sewer Capital Projects Financed by Utility 9 Oakland South 494,000 494,000 10 2028 Sewer Lining 238,000 2,307,200 120,000 22,800 380,000 37,200 620,000 3,725,200 11 Vac Truck 500,000 500,000 Sub Totals: 238,000 2,307,200 120,000 516,800 380,000 500,000 - 37,200 620,000 - 4,719,200 Water Capital Projects Financed by Utility 12 Mains 3,040,000 3,131,000 3,225,000 3,322,000 3,422,000 3,525,000 3,631,000 3,740,000 3,852,000 3,968,000 33,839,000 13 LSL Public 1,013,000 1,043,000 1,074,000 1,106,000 1,139,000 1,173,000 1,208,000 1,244,000 1,281,000 1,319,000 11,265,000 14 LSL Private 681,000 701,000 722,000 744,000 766,000 789,000 813,000 837,000 862,000 888,000 7,576,000 15 Oakland South 126,900 2,115,000 2,241,900 Sub Totals: 4,734,000 4,875,000 5,021,000 7,287,000 5,327,000 5,487,000 5,652,000 5,821,000 5,995,000 6,175,000 52,729,158 Grand Total All Projects 9,167,000 34,410,200 10,340,222 12,174,800 9,162,293 8,293,000 9,353,481 8,329,200 10,319,000 8,821,000 128,673,940 Long Range Financial Plan 2027 - 2036 APPENDIX A 31 LEAD SERVICE LINE REPLACEMENT PROGRAM With the 2022 adoption of it’s Lead Service Line Replacement Program Policy 44 and Ordinance 3043, the Village of Shorewood stated its goal to remove all lead service lines - public and private - from the Village's water system within 20 years. The subsequent release of the federal Lead and Copper Rule Revisions (LCRR) set a standard of 10 years for public water utilities to replace all public and private lead service lines within their systems. Modifications to that rule (Lead and Copper Rule Improvements LCRI) provide for a deferred deadline for water systems with a high proportion of lead service lines per households served; Shorewood meets such criteria. Regardless of the time frame, the implementation of this program begins a commitment to a monumental infrastructure investment. The replacement of public and private lead services lines will drive the development of the Village’s infrastructure projects for the foreseeable future. Since the year 2000, the Village of Shorewood has replaced the municipal portion of existing lead water services with copper. However, the replacement of water mains in general has not kept pace with the Wisconsin Public Service Commission-recommended replacement rates. In some locations, the age and condition of the existing water main will not permit the connection of dozens of new services in each block. The water main condition will be evaluated during the engineering of each project. The Bipartisan Infrastructure Law has identified three Census block group areas in the Village of Shorewood as eligible for federal funding in the form of some level of principal forgiveness for the replacement of private (only) lead service lines. The Village has applied for and received funding for the largest eligible area, and construction is scheduled to be completed in July 2026. Applications for funding in the remaining two areas have been submitted. If approved, construction is anticipated to begin in 2027 Long Range Financial Plan 2027 - 2036 APPENDIX A 32 Long Range Financial Plan 2027 - 2036 APPENDIX A 33 Long Range Financial Plan 2027 - 2036 APPENDIX A 34 PAVEMENT MANAGEMENT PLAN Long Range Financial Plan 2027 - 2036 APPENDIX A 35 The Village’s Pavement Management Plan (PMP), adopted in 2009 by the Shorewood Village Board of Trustees, comprehensively addresses improvement and maintenance activities in order to maximize the useful life of existing pavements. As set forth in the plan, residential street reconstruction is scheduled in even calendar years with major maintenance programs and alley projects completed in odd calendar years. The plan has been updated several times since its adoption, most notably in response to the 2011 Comprehensive Sewer Facility Plan developed in response to the July 2010 flooding. In 2012, 2014, and 2016, combined road and sewer improvement programs were implemented. It is anticipated that the PMP will be updated once the Lead Service Line Replacement Program schedule is finalized. LOCAL ROAD PROGRAM An estimated funding allocation has been included in the implementation schedule to address needed road reconstruction in the anticipated Lead Service Line Replacement (LSLR) areas. The forthcoming LSLR plan identifies pavement condition as a primary criterion, focusing early replacement programs in areas where existing pavement is in poor condition. Long Range Financial Plan 2027 - 2036 APPENDIX A 36 ALLEY RECONSTRUCTION PROGRAM The current Pavement Management Plan includes an alley component that addresses the reconstruction and maintenance of alleys in odd calendar years. Reconstruction programs have been identified based upon pavement condition ratings with a goal of geographically grouping alleys to form a cohesive project area. In many cases, storm sewer improvements are also recommended to address drainage concerns. In the separated sewer area MMSD Green Solutions funds have been used to offset the costs of green infrastructure components which will provide a mechanism for the Village to move toward TMDL (stormwater pollution) compliance. The fiscal and staffing resources necessary to implement the Lead Service Line Replacement program will impact the previously developed alley replacement schedule. The current funding schedule does not propose alley reconstruction before 2031; it is anticipated that additional operating funds will be identified to address short-term alley pavement maintenance issues in the interim. Long Range Financial Plan 2027 - 2036 APPENDIX A 37 SOUTH OAKLAND AVENUE RECONSTRUCTION The segment of Oakland Avenue south of Capitol Drive was resurfaced during the summer of 2021 as an interim measure. Full reconstruction is proposed to occur in 2030. It is anticipated that design engineering, to include a green infrastructure analysis, will begin in 2028. A separate initiative, the development of a master plan for the adjacent River Park, has also been submitted to address park connections to the Oakland commercial district and the roadway itself. If approved, modifications and/or improvements must be identified prior to engineering work commencing. Long Range Financial Plan 2027 - 2036 APPENDIX A 38 Long Range Financial Plan 2027 - 2036 APPENDIX A 39 STREET LIGHTING SYSTEM REPLACEMENT PROGRAM A Street Lighting System Replacement Plan was presented to the Village Board in April 2023. The plan recommends phased replacement of the Village’s existing system, including wiring, control cabinets, poles, and fixtures. KL Engineering was selected to prepare an implementation plan and design the replacement system. The plan identifies five project phases with construction to occur 2025-2029. Phase III, located in the north central area of the Village is scheduled for 2027 installation. Long Range Financial Plan 2027 - 2036 APPENDIX A 40 Long Range Financial Plan 2027 - 2036 APPENDIX A 41 SIDEWALK REPLACEMENT PROGRAM Prior to 2023, sidewalk replacement had historically been funded through special assessments. Beginning in 2023, the Village Board approved the funding of public sidewalk replacement through general revenues. No formal program was identified for 2023, but Public Works staff addressed trip hazards and other significant issues throughout the Village utilizing a combination of grinding and replacement. The work was funded through a combination of operating revenues and a small capital allocation for concrete replacement. The fiscal and staffing resources necessary to implement the Lead Service Line Replacement program will impact sidewalk replacement. It is the goal to return to comprehensive rotating geographic programs in the latter part of the 2020’s; in the meantime, Public Works staff will continue to monitor general conditions and respond to hazards as they are identified utilizing a smaller annual funding allocation. Long Range Financial Plan 2027 - 2036 APPENDIX A 42 FUTURE PUBLIC WORKS FACILITY Over the last 15 years, the Village has procured two design studies and three organizational studies related to the Village’s Public Works Facility. (These studies are located in the Public Buildings and Plans, Studies & Reports pages of our website.) These studies have shown that the current DPW facilities are undersized and physically spread over various outdated buildings. This condition has resulted in a drag on operational efficiency by requiring more staff-hours to perform work, exposing vehicles to the elements, and necessitating frequent repair costs. The facilities compromise employee safety, were not designed with environmental sustainability in mind and are not compliant with ADA regulations. This was re-confirmed by the most recent 2022 Process Evaluation Report for Major Investments in Department of Public Works conducted by UW Milwaukee. The Village of Shorewood is continuing to undertake a concerted effort to improve or replace the current DPW facilities located at 3801 N. Morris Blvd. The Village hired Barrientos Design and Consulting in November 2022 to conduct a needs assessment, site evaluation and conceptual plan for an improved facility. Included in the LRP are estimated costs for continued evaluation of current and future sites, environmental, construction and associated impacts. As more information becomes available, cost estimates will be refined annually for LRP planning purposes. The Village Manager, Planning & Development Director and Public Works Director will initiate the next immediate steps of securing real estate services, discussions with the City of Milwaukee, Milwaukee County and other jurisdictions, site investigation, environmental assessments, identification of permits and approvals for contemplated facility locations. Following this step, a design team for the future facility would be engaged to continue the design of a future facility. Long Range Financial Plan 2027 - 2036 APPENDIX A 43 2028 SEWER LINING 2028 SEWER LINING Though the Village recently invested millions of dollars to improve service in its Combined Sewer Service Area, it is important to acknowledge that work on any infrastructure system is never “done”. These systems were built over time and components of varying ages will require replacement or regular and major maintenance on an on-going basis or at varying intervals. The 2026 Critical Sewer Infrastructure report (Strand Associates) identified several storm and sanitary/combined pipe segments in aged and/or deteriorated condition. Lining or replacement of these segments are recommended and have been prioritized based upon the critical risk associated with likely failure and the expected severity of the current defect(s). Lining of a storm sewer located under Olive Street was identified as the highest priority and is scheduled for construction in 2028. Project engineering is scheduled for 2027. Long Range Financial Plan 2027 - 2036 APPENDIX A 44 DEPARTMENT OF PUBLIC WORKS FACILITIES The Department of Public Works is housed in a collection of buildings at 3801 N. Morris Boulevard. The main building, which includes the offices and work areas of all the divisions, was constructed as a Works Progress Administration project in 1936. In the years following a warehouse building and equipment garage were added in the same style as the main building. The garage was rebuilt following extensive damage suffered in a 1991 fire. Today the “yard” also includes a small storage building acquired in 1999 and originally constructed as a residence/garage. Though the buildings were originally constructed for use as public works facilities, a facility designed for early 20th century tasks and equipment poses significant challenges today. A 2010 Service Prioritization Study called the facility “obsolete and inefficient” (p. 15) and noted its “negative impact on operating efficiency” (p.27). A master plan for the Public Works facilities was completed in 2014. The final report included multiple recommendations for upgrading and reconfiguring both work and storage space to improve efficiency and service delivery. A facility condition assessment to be conducted in 2022 is expected to identify facility upgrade recommendations. As the village completes a new facilities condition assessment for public works, staff has added a placeholder of $5 million in 2024 in order to include the impact of that level of spending on the fiscal analysis. Long Range Financial Plan 2027 - 2036 APPENDIX A 45 FUTURE FACILITIES – VILLAGE HALL Staff were asked to reflect a placeholder value in the schedule for potential future costs. Additional information and recommendations will be prepared as part of the 2021 Facilities Condition Assessment initiative which was approved in the 2021 Capital budget. 2026 Plan includes upgrades to the HVAC System 46 APPENDIX B 47 FINANCIAL POLICY GUIDELINES Adopted November, 2006, Last revision: October 2017 In adopting the original financial management plan, the Board established policies related to debt management and tax rate impact. The Board will review these policy guidelines each time the financial management plan is reviewed. 1. GENERAL FUND UNDESIGNATED AND UNRESERVED FUND BALANCE The Village shall seek to maintain its unassigned fund balance at a minimum of 30% of total general fund annual revenues. The purpose of the first 25% of this balance is to provide adequate cash flow during the year. Any use of these funds would require a two t hirds vote of the Village Board. The additional 5% is to provide the ability of the Village to respond to unforeseeable contingencies and opportunities that may not have been known at the time of budget preparation. Any use of the 5% fund balance referred to above must be replenished dur ing the next budget process. *(It is noted, that as long as “levy limits” remain in place, the ability to replenish these funds will be possible only through cuts in other expenses or the raising of new non-levy revenues.) These uses are subject to approval by a two thirds vote of the Village Board. In addition, the use of any amounts in excess of 30%, shall not be made, unless one of the following applies: A. Non–annually recurring expenses such as strategic plans or studies. B. Capital Expenses C. Debt Service Expenses D. Expenses which, in the opinion of the Village Board would constitute “an investment in the community” such as an investment in a revolving loan program. These uses are subject to majority approval by the Village Board 2. TAX RATE STABILITY A. Growth Projections and Assumptions 48 The long-range financial plan reviews the impact of property taxes on a $300,000 home. For purposes of calculating this impact, the Village has used the assessed values from the most current year and held that value constant into the future. For debt capacity planning purposes, the future equalized values projections assume 0.50% annual economic value increase. Adj ustments for additional value were made for new construction within the Tax Increment Districts related to estimated future investments to be made by the Village at a ratio of $4 of improvement value for every $1 of estimated capital investment. B. Capital Improvement Financing The Village shall seek to maintain an equalized tax rate for debt at a level which does not exceed $1.35 / $1,000 of equalized valuation for purposes of financing its defined capital improvement plan. Any debt or new projects subsequently authorized by ref erendum would be in addition to this rate. C. Operating Expenses & Staffing The Village will project operating expenses and staffing needs and will integrate the projected impact of these needs with capital financing plans so that the tax rate required to finance both operations and capital can be coordinated and maintained at affordable levels but to avoid a “rollercoaster” effect upon taxpayers going forward. This will require annually reviewing projections and amending the oper ating and/or capital plan to address changing environmental conditions as part of the annual budget process. It is the Village’s intent to stay within the current state law on levy limitations. In the event that the levy limits are eliminated, the increase in the levy would be evaluated annually within the context of the needs of the Village and this multi-year management plan. 49 3. PRESERVATION OF GENERAL OBLIGATION BORROWING CAPACITY It is the Village’s philosophy that its general obligation borrowing authority must be protected and conserved. Wisconsin allows municipalities to borrow up to 5% of its Equalized Valuation on a general obligation basis. The Village of Shorewood has the intention to limit itself to the use of no more than 50%, with a goal of 25%, of its general obligation debt capacity for tax levy supported capital needs and no more than a total of 75%, with a goal of 45%, of its general obligation debt capacity including all debt service funding sources. Utility debt, when feasible, shall be considered to be financed through utility r evenue bonds. This policy would allow the Village to control its direct debt burden while still meeting its capital needs. The Village Board acknowledges that the current long range financial plan includes significant capital infrastructure and economic development investments, the size and scope of which may cause the Village to exceed its goals for general obligation debt capacities for a period of time. It is the intention of the Village to continue to use these guidelines and to look for ways to decrease debt levels to within these targets over the long term. 4. DEBT PAYMENT STRUCTURE/DURATION A. The Village of Shorewood shall generally amortize its ongoing road maintenance plan with the issuance of general obligation debt with not more than 15 years duration. Exceptions may be considered for unusually costly projects. B. The financing of Tax Increment District expenses where the debt will be structured to match the projected cash flow of the district. It is also generally the policy of the Village to require development agreements in advance of the issuance of TID debt. The Community Development Authority will make recommendations in this regard. C. Larger building projects with projected useful lives of 20 or more years may be financed with 20-year General Obligation Bonds. D. It is also generally the philosophy of the Village to avoid balloon payment structures or significant back loading of the issue where more than 50% of the principal is matured in the last 2 to 3 years of the issue. An exception may be made to accommodate cash flow constraints of tax increment financing. 50 5. INTERFUND ADVANCES Interfund advances may be made from time to time to support projects within the Enterprise funds, these advances will be repaid in full based upon an approved arrangement. It is the intent of the Village that the Enterprise funds be self -supported by way of their own operating revenues. 6. MAINTENANCE AND ENHANCEMENT OF CREDIT RATING Shorewood recognizes that a high quality credit rating is important to achieving the lowest possible cost of debt when debt is used to finance capital needs. In addition, a high quality rating is reflective of sound financial management and prudent operating practices. It is therefore the Village’s policy that its current Aa2 credit rating be maintained and that efforts be made where possible to seek to upgrade this rating. To this end the Village is committed to maintaining positive working relationships with the Credit rating agencies and will cooperate with the representatives of such agencies through the provision of information and, when appropriate, through personal presentations to the analysts responsible for review of the Shorewood account. 7. FEES FOR SERVICE The Village currently utilizes user fees for certain services it provides. Examples are water usage fees and sewerage fees. Due to the State imposed levy limits; the Village may consider expanding this practice of user of fees in lieu of property tax lev y to provide revenue to defray the costs of certain services. Other examples of these types of fees would be Storm Water management fees, transportation fees and special assessments. The Village Board would review these fees annually to ensure that they are adequately covering the costs of providing such services. VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Voucher Report Presenter: Paul Eilbes Department: Finance Overview – Consistent with the Village’s Policy #21, Purchasing and Accounts Payable, the attached reports have been prepared by the Finance Department for presentation to the Village Board. In addition to providing the information required for the Village Board to maintain the general oversight of expenditures, these reports also serve to enhance the transparency of the Village’s expenditures of public funds by making these reports part of the public record. Please feel free to contact me if there are any questions on specific items. Vision 2025 Plan – Financial Responsibility Sustainability – N/A Recommended motion – Move to accept the attached presentation of accounts reports. Fiscal Note / Budget Impact – To the best of our knowledge, these items have been processed in accordance with the Village’s purchasing policies as administered by the applicable department heads. Attachments: - Accounts Payable and Payroll Vouchers Summary Detailed Presentation of Accounts Meeting Date 06/15/2026 COPY TO: Accounts Payable and Payroll Vouchers for Presentation and Approval 100 - General Fund 67,556.47 200 - Library 12,069.65 210 - Senior Services 2,050.00 230 - Shorewood Today Magazine 10,430.00 300 - Debt Service Fund 350.00 400 - Capital Projects Fund 105,885.01 430 - TIF #3 - 440 - TIF #4 - 450 - TIF #5 396,993.08 600 - Parking Utility Fund - 610 - Water Utility Fund 1,058,820.50 620 - Sewer Utility Fund 282,390.37 700 - CDA - 800 - Property Tax Fund 4.00 900 - Cash Fund - 1,936,549.08$ PLUS: Payroll vouchers per payroll register dated: 6/12/2026 246,761.85 - 2,183,310.93$ Begin Ck # End Chk # Accounts Payable Checks - North Shore Bank: 39955 39955 Accounts Payable Checks - Town Bank: 59222 59307 Accounts Payable Electronic Checks: 3442 3442 Payroll Checks: 2819 2819 Payroll Direct Deposits: DD35410 DD35512 Payroll Electronic Check Remittances: EFT2619 EFT2624 VILLAGE OF SHOREWOOD, WISCONSIN FINANCE OFFICE MEMO Presented for your approval are the following accounts payable vouchers: 06/01/2026 - 06/15/2026 DATE: FROM: TO: RE: June 15, 2026 Budget and Finance Committee Finance Office Village Board Grand Total Subtotal: INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 1/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 100 General Fund Dept 1410 Manager 59285 1,250.00 06/03/26 12603 2026 COMMUNITY SURVEY POSTCARD SHOREWOOD PRESS Marketing / Communications 100-1410-53140 59255 37.98 06/03/26 05262026 HARRELLEXPENSE REIMBURSEMENT HARRELL, TOYA Awards/Recog 100-1410-54130 1,287.98 Total For Dept 1410 Manager Dept 1420 Clerk / Customer Service 59301 3,000.00 06/03/26 115-0000040087 WEIGHTS & MEASURES INSPECTIONS WI DEPT OF AGRICULTURE, TRADE & CON Other Intergov'tal pymts 100-1420-52300 3,000.00 Total For Dept 1420 Clerk / Customer Service Dept 1510 Finance 59231 4,300.00 06/03/26 BT3560641 2025 CONTINUING DISCLOSURE SERVICES BAKER TILLY ADVISORY GROUP, LP Professional Fees Financial 100-1510-52130 59277 618.68 06/03/26 26-30871 A/P CHECK STOCK-TOWN BANK RITEWAY BUSINESS FORMS Office Supplies 100-1510-53100 4,918.68 Total For Dept 1510 Finance Dept 1900 Other General Admin 59244 130.94 06/03/26 478952 FSA ADMIN - MAY DIVERSIFIED BENEFIT SERVICES INC Flexible Benefit Admin Fees 100-1900-51325 59298 500.50 06/03/26 530055 PROFESSIONAL SERVICES-PERSONNEL-APRIL VON BRIESEN & ROPER SC Professional Fees Legal 100-1900-52120 59223 4,300.00 06/03/26 6301 2026 ASSESSMENT - JUNE ACCURATE APPRAISAL LLC Professional Fees Assessment 100-1900-52150 3442 1,056.38 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED Electric - Village Hall 100-1900-52200.55-00 3442 886.44 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED Electric - Village Center 100-1900-52200.77-00 3442 608.92 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED Gas - Village Hall 100-1900-52210.55-00 3442 164.09 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED Gas - Village Center 100-1900-52210.77-00 59276 507.89 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone / Internet - Village Hall 100-1900-52230.55-00 59276 66.45 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone / Internet - Village Center 100-1900-52230.77-00 59233 90.63 06/03/26 96431790 VILLAGE HALL EXTERMINATING BATZNER PEST CONTROL Cleaning and Pest Control - VH 100-1900-52900.55-00 59233 90.63 06/03/26 96431789 VILLAGE HALL EXTERMINATING BATZNER PEST CONTROL Cleaning and Pest Control - VH 100-1900-52900.55-00 59250 14.00 06/03/26 AR282812 TONER-VH 1ST FLOOR COPIER FORWARD TS, LTD. Copier Costs - Village Hall 100-1900-53120 59253 746.21 06/03/26 41811915 VH PINTER/COPIERS LEASE 03/16/26-04/15/26 GREATAMERICA FINANCIAL SVCS Copier Costs - Village Hall 100-1900-53120 59253 515.75 06/03/26 42064826 VH PINTER/COPIERS LEASE 04/16/26-05/15/26 GREATAMERICA FINANCIAL SVCS Copier Costs - Village Hall 100-1900-53120 59274 517.00 06/03/26 274 GAINES' NEW HIRE TESTING R. BAUMAN & ASSOCIATES, S.C. Job Posting/Testing/Hiring 100-1900-53150 10,195.83 Total For Dept 1900 Other General Admin Dept 2100 Police 59300 600.57 06/03/26 S0896232 IM & CV SPECIALIZED TRAINING WAUKESHA CNTY TECHNICAL COLLEGE Professional Education 100-2100-51900 3442 1,988.71 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED WILSON DRIVE 100-2100-52200 3442 932.31 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED WILSON GAS 100-2100-52210 59276 570.46 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone and Internet 100-2100-52230 59246 280.20 06/03/26 1618568 BLUEFIN GATEWAY/RO PLATE LOOKUPS-APRIL ELECTRONIC DATA COLLECTION CORP BLUEFIN GATEWAY FEES - APRIL 2026 100-2100-52930 59246 92.50 06/03/26 1618568 BLUEFIN GATEWAY/RO PLATE LOOKUPS-APRIL ELECTRONIC DATA COLLECTION CORP RO PLATE LOOKUPS - APRIL 2026 100-2100-52990 59251 1,482.15 06/03/26 358132 912 PUSHBAR REPAIR (VIN#6523) GENERAL COMMUNICATIONS Vehicle Maintenance 100-2100-53400 59245 1,953.88 06/03/26 26982 PARKING CITATION BOOKS DIVERSIFIED PRINTING SERVICES INC Dept/Program Supplies 100-2100-53500 59286 74.56 06/03/26 8014423468 05252026 DOCUMENT SHREDDING SHRED-IT USA LLC Dept/Program Supplies 100-2100-53500 7,975.34 Total For Dept 2100 Police Dept 2400 Planning and Development 59254 259.19 06/03/26 05162026 CNU EXP REIMBURSEMENT CNU CONF GRIEPENTROG, BART Professional Education 100-2400-51900 259.19 Total For Dept 2400 Planning and Development Dept 2900 Other Public Safety 59226 7,976.54 06/03/26 PS-INV106329 5/3/26-5/16/26 CROSSING GUARDS ALL CITY MANAGEMENT SERVICES, INC. Crossing Guards 100-2900-52990 7,976.54 Total For Dept 2900 Other Public Safety Dept 3100 Public Works Admin. 59228 50.00 06/03/26 KOSEK_MAY2026 REQUEST FOR UNIFORM REIMBURSEMENT ANDREW KOSEK Uniform Expense 100-3100-51330 59237 50.00 06/03/26 LASKA_MAY2026 REQUEST FOR UNIFORM REIMBURSEMENT BRIANA LASKA Uniform Expense 100-3100-51330 INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 2/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 100 General Fund Dept 3100 Public Works Admin. 59276 180.83 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone and Internet 100-3100-52230 59295 62.09 06/03/26 0808990610 DPW CELL SERVICE 5/12 TO 6/11 US CELLULAR Phone and Internet 100-3100-52230 59279 1,479.30 06/03/26 163627 TREE INVENTORY 3/21 TO 4/17 RUEKERT & MIELKE, INC Software Purch/Maint 100-3100-52910 59252 37.44 06/03/26 9923064779 SHOP DANGER TAGS GRAINGER W W INC Office Supplies 100-3100-53100 59260 45.29 06/03/26 BUTSCHLICK_MAY2026 REQUEST FOR REIMBURSEMENT LEEANN BUTSCHLICK Office Supplies 100-3100-53100 59239 54.67 06/03/26 9374784595 AED MAINTENANCE CINTAS Safety Expenses 100-3100-54150 59241 67.00 06/03/26 104405951 DRUG TESTING CONCENTRA Safety Expenses 100-3100-54150 2,026.62 Total For Dept 3100 Public Works Admin. Dept 3230 Bldg Maint - Public Works 59258 1,263.80 06/03/26 11038137 LIBRARY CHILLED WATER PUMP FLANGES LEAK J.M. BRENNAN, INC. Outsourced Repairs 100-3230-53350 59258 1,989.11 06/03/26 11038138 VH FLOAT VALVE REPAIR J.M. BRENNAN, INC. Outsourced Repairs 100-3230-53350 59258 2,012.71 06/03/26 11038533 LIBRARY NO COOLING REPAIR J.M. BRENNAN, INC. Outsourced Repairs 100-3230-53350 59269 133.34 06/03/26 297854287 DPW EXTERMINATING ORKIN COMMERCIAL SERVICES Outsourced Repairs 100-3230-53350 59270 175.00 06/03/26 F10000303676 VILLAGE HALL LOGISTICS AND FUEL FEE OTIS ELEVATOR CO. Outsourced Repairs 100-3230-53350 59280 759.00 06/03/26 252605 DPW SERVICE CALL RYAN FIREPROTECTION INC Outsourced Repairs 100-3230-53350 59283 418.47 06/03/26 6500028647 DPW MONITORING AND MAINTENANCE 6/1 TO 11/30 SECURITAS TECHNOLOGY CORPORATION Outsourced Repairs 100-3230-53350 59227 87.47 06/03/26 IMIL2217934 SHOP TOWELS ALSCO, INC. Dept/Program Supplies 100-3230-53500 59227 87.47 06/03/26 IMIL2221525 SHOP TOWELS ALSCO, INC. Dept/Program Supplies 100-3230-53500 59235 243.79 06/03/26 2605-823614 VOTING BLIFFERT LUMBER Dept/Program Supplies 100-3230-53500 59235 12.83 06/03/26 2605-803857 FLAT WASHER BLIFFERT LUMBER Dept/Program Supplies 100-3230-53500 59236 15.81 06/03/26 INV-27625 KEYS BONAFIDE SAFE & LOCK INC Dept/Program Supplies 100-3230-53500 59291 375.00 06/03/26 I032982 VEHICLE 70 THE AUTO GLASS GUYS INC Dept/Program Supplies 100-3230-53500 59269 149.87 06/03/26 297853953 HUBBARD LODGE EXTERMINATING ORKIN COMMERCIAL SERVICES Hubbard Lodge/ River Club 100-3230-54160 59269 102.60 06/03/26 297856328 BANQUET HALL EXTERMINATING ORKIN COMMERCIAL SERVICES Hubbard Lodge/ River Club 100-3230-54160 7,826.27 Total For Dept 3230 Bldg Maint - Public Works Dept 3300 Municipal Garage 3442 238.65 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED DPW GARGAGE 100-3300-52200 3442 1,895.38 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED COMPACTOR 100-3300-52200 3442 589.76 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED DPW GAS 100-3300-52210 59291 170.00 06/03/26 I033027 VEHICLE 72 THE AUTO GLASS GUYS INC Outsourced Repairs 100-3300-53350 59299 2,137.23 06/03/26 I20-808427 VEHICLE 73 WASTEBUILT ENVIRONMENTAL SOLUTIONS Outsourced Repairs 100-3300-53350 59224 105.58 06/03/26 899121 SHOP STOCK ADVANCE AUTO PARTS Vehicle Maintenance 100-3300-53400 59224 (120.00) 06/03/26 898962 RETURNS ADVANCE AUTO PARTS Vehicle Maintenance 100-3300-53400 59224 42.34 06/03/26 899076 SHOP STOCK ADVANCE AUTO PARTS Vehicle Maintenance 100-3300-53400 59224 299.99 06/03/26 898887 SHOP STOCK ADVANCE AUTO PARTS Vehicle Maintenance 100-3300-53400 59224 397.13 06/03/26 898561 SQUAD 8 ADVANCE AUTO PARTS Vehicle Maintenance 100-3300-53400 59252 47.58 06/03/26 9911937028 SHOP STOCK GRAINGER W W INC Vehicle Maintenance 100-3300-53400 59266 158.11 06/03/26 G47866-001 CRIMP HOSE MOTION & CONTROL ENTERPRISES, LLC Vehicle Maintenance 100-3300-53400 59290 212.84 06/03/26 22592-00 SHOP STOCK TERMINAL SUPPLY Vehicle Maintenance 100-3300-53400 59294 21.28 06/03/26 0808378082 GPS 5/9 TO 6/8 US CELLULAR Vehicle Maintenance 100-3300-53400 59256 541.40 06/03/26 1028938-00 55 GAL DRUMS HARTLAND LUBRICANTS AND CHEMICALS Fuel and Oil 100-3300-53410 59278 2,889.91 06/03/26 30075 UNLEADED FUEL ROTE OIL - CEDARBURG Fuel and Oil 100-3300-53410 59278 2,202.81 06/03/26 30174 DIESEL FUEL ROTE OIL - CEDARBURG Fuel and Oil 100-3300-53410 11,829.99 Total For Dept 3300 Municipal Garage Dept 3430 Street Lights 3442 5,344.52 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED Electric - Street Lighting 100-3430-52200.01-00 3442 829.26 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED Electric - Traffic Devices 100-3430-52200.02-00 59252 176.25 06/03/26 9918948705 VALVE BOXES GRAINGER W W INC Supplies - Street Lighting 100-3430-53500 6,350.03 Total For Dept 3430 Street Lights INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 3/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 100 General Fund Dept 3510 Refuse Disposal 59302 165.00 06/03/26 26ESR09450 ENVIROMENTAL FEES WI DEPT OF NATURAL RESOURCES - WATE Supplies - Refuse Collection 100-3510-53500 165.00 Total For Dept 3510 Refuse Disposal Dept 3610 Forestry 59238 52.44 06/03/26 3091043-00 POTTING MIX AND TOOLS CARLIN SALES CORP. Dept/Program Supplies 100-3610-53500 52.44 Total For Dept 3610 Forestry Dept 3620 Parks and Beautification 3442 268.64 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED GHOST TRAIN 100-3620-52200 3442 175.59 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED HUBBARD PARK 100-3620-52200 3442 27.56 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED HUMBLE PARK 100-3620-52200 3442 92.71 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED ATWATER BEACH 100-3620-52200 59287 60.75 06/03/26 166472012-001 IRRIGATION REPAIR PARTS SITEONE LANDSCAPE SUPPLY HOLDING Repairs and Maintenance 100-3620-53300 59222 393.31 06/03/26 CI26026005 CLEAN UP CADDY AND SOIL KNIVES A.M. LEONARD, INC Dept/Program Supplies 100-3620-53500 59238 127.50 06/03/26 3091043-00 POTTING MIX AND TOOLS CARLIN SALES CORP. Dept/Program Supplies 100-3620-53500 59247 2,002.50 06/03/26 64240(3049) MIXED HARDWOOD MULCH ENER-CON INC. Dept/Program Supplies 100-3620-53500 59271 544.00 06/03/26 1393093-IN ATWATER BATHROOMS 5/13 TO 6/12 PORT-A-JOHN Dept/Program Supplies 100-3620-53500 3,692.56 Total For Dept 3620 Parks and Beautification 67,556.47 Total For Fund 100 General Fund Fund 200 Library Dept 5110 Library 3442 2,659.31 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED ELECTRIC-LIBRARY 200-5110-52200 3442 492.26 06/02/26 5928781349 GAS/ELECTRIC USAGE - APRIL WE ENERGIES - CONSOLIDATED LIBRARY GAS 200-5110-52210 59230 168.74 06/03/26 41496724050526 LIBRARY ALARM LINES 05/22-06/21/26 AT&T WISCONSIN Phone and Internet (village) 200-5110-52230 59276 431.17 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone and Internet (village) 200-5110-52230 59273 10.00 06/03/26 48993633 LAMINATION POUCHES QUILL CORPORATION Office Supplies 200-5110-53100 59250 152.45 06/03/26 AR283292 PRINTER CONTRACT FORWARD TS, LTD. Copy & Print Costs 200-5110-53120 3,913.93 Total For Dept 5110 Library Dept 5111 Adult Materials 59257 24.95 06/03/26 96731809 ADULT FICTION INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 125.96 06/03/26 96854352 JUV, AF, ANF, FRIENDS, LUCKY DAY, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 427.91 06/03/26 96776501 JUV, YA, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 304.60 06/03/26 96683238 JUV, YA, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 166.84 06/03/26 96718776 YA, JUV, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 19.32 06/03/26 96091301 LARGE PRINT FICTION INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 225.67 06/03/26 96456675 YA, JUV, LANGE, AF, ANF, ABKCD, FRIENDS INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 106.75 06/03/26 96471992 YA, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 127.30 06/03/26 96524843 JUV, YA, LANGE, FRIENDS, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 359.54 06/03/26 96556997 JUV, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 186.08 06/03/26 96586799 JUV, YA, LANGE, AF, ANF, FRIENDS INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 97.63 06/03/26 96600758 ADULT NON FICTION, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59257 132.54 06/03/26 96635023 JUV, YA, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5111-53730 59263 23.24 06/03/26 508868462 DVD MOVIE MIDWEST TAPE LLC DVD's 200-5111-53740 59263 149.93 06/03/26 508868309 MOVIE DVDS MIDWEST TAPE LLC DVD's 200-5111-53740 59257 24.25 06/03/26 96456675 YA, JUV, LANGE, AF, ANF, ABKCD, FRIENDS INGRAM LIBRARY SERVICES LLC Audiobooks 200-5111-53750 59263 217.20 06/03/26 508868460 MUSIC CDS MIDWEST TAPE LLC Music 200-5111-53770 2,719.71 Total For Dept 5111 Adult Materials Dept 5112 Childrens Materials 59257 35.86 06/03/26 96854352 JUV, AF, ANF, FRIENDS, LUCKY DAY, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 4/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 200 Library Dept 5112 Childrens Materials 59257 12.74 06/03/26 96747954 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 12.86 06/03/26 96747955 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 79.46 06/03/26 96776501 JUV, YA, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 23.60 06/03/26 96683232 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 16.99 06/03/26 96683233 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 62.24 06/03/26 96683236 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 103.12 06/03/26 96683238 JUV, YA, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 24.71 06/03/26 96718776 YA, JUV, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 55.82 06/03/26 96456675 YA, JUV, LANGE, AF, ANF, ABKCD, FRIENDS INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 51.92 06/03/26 96524843 JUV, YA, LANGE, FRIENDS, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 53.81 06/03/26 96556994 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 23.61 06/03/26 96556997 JUV, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 136.39 06/03/26 96586799 JUV, YA, LANGE, AF, ANF, FRIENDS INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 13.25 06/03/26 96586800 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 18.42 06/03/26 96635019 JUV INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 31.93 06/03/26 96635023 JUV, YA, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 59257 21.60 06/03/26 96660228 JUV, YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5112-53730 778.33 Total For Dept 5112 Childrens Materials Dept 5113 Young Adult Materials 59257 38.35 06/03/26 96747956 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 11.56 06/03/26 96776501 JUV, YA, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 24.26 06/03/26 96683234 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 14.25 06/03/26 96683235 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 13.71 06/03/26 96683237 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 12.53 06/03/26 96683238 JUV, YA, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 12.11 06/03/26 96718776 YA, JUV, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 26.34 06/03/26 96456675 YA, JUV, LANGE, AF, ANF, ABKCD, FRIENDS INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 19.89 06/03/26 96471992 YA, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 15.53 06/03/26 96524843 JUV, YA, LANGE, FRIENDS, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 24.86 06/03/26 96556995 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 52.88 06/03/26 96556996 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 15.49 06/03/26 96586798 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 80.62 06/03/26 96586799 JUV, YA, LANGE, AF, ANF, FRIENDS INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 23.69 06/03/26 96586801 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 63.74 06/03/26 96635020 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 14.14 06/03/26 96635021 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 16.59 06/03/26 96635022 YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 39.19 06/03/26 96635023 JUV, YA, AF, ANF INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 59257 48.16 06/03/26 96660228 JUV, YOUNG ADULT INGRAM LIBRARY SERVICES LLC Materials 200-5113-53730 567.89 Total For Dept 5113 Young Adult Materials Dept 5121 GMF - enhanced 59257 62.95 06/03/26 96538013 BOOKS FOR STAFF - PROF DEVEL INGRAM LIBRARY SERVICES LLC Professional Services 200-5121-52180 59257 23.70 06/03/26 96854352 JUV, AF, ANF, FRIENDS, LUCKY DAY, LANGE INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 179.29 06/03/26 96776501 JUV, YA, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 75.95 06/03/26 96683238 JUV, YA, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 152.37 06/03/26 96718776 YA, JUV, AF, ANF, LANGE INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 12.12 06/03/26 96456675 YA, JUV, LANGE, AF, ANF, ABKCD, FRIENDS INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 31.07 06/03/26 96524843 JUV, YA, LANGE, FRIENDS, AF, ANF INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 29.08 06/03/26 96556997 JUV, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 45.23 06/03/26 96586799 JUV, YA, LANGE, AF, ANF, FRIENDS INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 59257 13.38 06/03/26 96600758 ADULT NON FICTION, LANGE INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5121-53700 INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 5/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 200 Library Dept 5121 GMF - enhanced 59296 1,298.00 06/03/26 14705564 VALUE LINE INVESTMENT SURVEY VALUE LINE PUBLISHING INC Collection Enhancements 200-5121-53700 59297 65.00 06/03/26 VILLATERRACE2026 LIBRARY ATTRACTION PASSES VILLA TERRACE MUSEUM AND GARDENS Collection Enhancements 200-5121-53700 59225 200.00 06/03/26 01_BILLSTROM MINI THERAPY HORSE @ SUMMER CELEBRATION ALEXA BILLSTOM Program Enhancements 200-5121-54010 59264 1,000.00 06/03/26 CI000000013296 MASCOT APPEARANCE-SUMMER CELEBR MILW BREWERS BASEBALL CLU Program Enhancements 200-5121-54010 3,188.14 Total For Dept 5121 GMF - enhanced Dept 5122 Friends - enhanced 59257 33.82 06/03/26 96854352 JUV, AF, ANF, FRIENDS, LUCKY DAY, LANGE INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5122-53700 59257 20.99 06/03/26 96718775 FRIENDS - TRAVEL INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5122-53700 59257 9.52 06/03/26 96456675 YA, JUV, LANGE, AF, ANF, ABKCD, FRIENDS INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5122-53700 59257 21.55 06/03/26 96524843 JUV, YA, LANGE, FRIENDS, AF, ANF INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5122-53700 59257 26.29 06/03/26 96556997 JUV, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Collection Enhancements 200-5122-53700 59257 77.87 06/03/26 96854352 JUV, AF, ANF, FRIENDS, LUCKY DAY, LANGE INGRAM LIBRARY SERVICES LLC Lucky Day 200-5122-53760 59257 91.35 06/03/26 96776501 JUV, YA, FRIENDS, LANGE, AF, ANF INGRAM LIBRARY SERVICES LLC Lucky Day 200-5122-53760 59257 70.98 06/03/26 96586799 JUV, YA, LANGE, AF, ANF, FRIENDS INGRAM LIBRARY SERVICES LLC Lucky Day 200-5122-53760 59262 150.00 06/03/26 AUSTEN_060426 JANE AUSTEN PROGRAM MERRI CVETAN Program Enhancements 200-5122-54010 59282 6.59 06/03/26 86730632 SUMMER RDG PRIZE BK SCHOLASTIC LIBRARY Program Enhancements 200-5122-54010 59285 135.00 06/03/26 12535 ADULT SUMMER RDG BINGO CARDS SHOREWOOD PRESS Program Enhancements 200-5122-54010 643.96 Total For Dept 5122 Friends - enhanced Dept 5123 Other - enhanced 59229 257.69 06/03/26 REV WAR JUL26 ANNI PARSONS REV. WAR PROGRAM ARCHIVE YOUR PAST Program Enhancements 200-5123-54010 257.69 Total For Dept 5123 Other - enhanced 12,069.65 Total For Fund 200 Library Fund 210 Senior Services Dept 4600 Senior Services 59261 500.00 06/03/26 MAY2026 SHOREWOOD CONNECTS MCCOLLUM, VASHTI ELIZABETH Shorewood Connects 210-4600-54140 500.00 Total For Dept 4600 Senior Services Dept 4650 SRC Benjamin Services 59259 100.00 06/03/26 MAY2026 BRAIN POWER JEWISH HOME & CARE CENTER INC Professional Fees 210-4650-52100 59281 800.00 06/03/26 10063 MAY TECH TUTOR SCHAFER, KARINA Professional Fees 210-4650-52100 59284 150.00 06/03/26 3728 TECH CONNECT MAY SERVING OLDER ADULTS OF SE WI, INC Professional Fees 210-4650-52100 59261 500.00 06/03/26 MAY2026 SHOREWOOD CONNECTS MCCOLLUM, VASHTI ELIZABETH Consultant Services 210-4650-52180 1,550.00 Total For Dept 4650 SRC Benjamin Services 2,050.00 Total For Fund 210 Senior Services Fund 230 Shorewood Today Dept 1910 Shorewood Today 59292 9,340.00 06/03/26 39847 SHOREWOOD TODAY - SUMMER 2026 THE FOX COMPANY INC Copy & Print Costs 230-1910-53120 59292 1,090.00 06/03/26 39847 SHOREWOOD TODAY - SUMMER 2026 THE FOX COMPANY INC Postage/Mailings 230-1910-53130 10,430.00 Total For Dept 1910 Shorewood Today 10,430.00 Total For Fund 230 Shorewood Today Fund 300 Debt Service Fund Dept 8000 Debt Service 59293 350.00 06/03/26 8157695 2026 ADMIN FEE - 2020C BONDS US BANK CORP TRUST SERVICES Other Finance Charges 300-8000-58900 350.00 Total For Dept 8000 Debt Service INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 6/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 300 Debt Service Fund 350.00 Total For Fund 300 Debt Service Fund Fund 400 General Capital Projects Dept 2100 Police 59248 485.35 06/03/26 918 SQ918 RUNNING BOARDS (VIN# 0622) EWALD CHRYSLER JEEP DODGE LLC Vehicles 400-2100-56400 485.35 Total For Dept 2100 Police Dept 3100 Public Works Admin. 59288 2,405.00 06/03/26 0238499 GENERAL ENGINEERING 4/1 TO 4/30 STRAND ASSOCIATES INC DPW BUILDING 400-3100-56320.25-07 2,405.00 Total For Dept 3100 Public Works Admin. Dept 3410 Street and Alley 59289 108.75 06/03/26 I825715 SIGNAL SERVICE AT CAPTIOL AND LAKE TAPCO Lake Drive 2025 400-3410-56320.25-05 59267 102,806.91 06/03/26 PAYMENT 1 PHASE 2 STREETLIGHTS THROUGH 5/21 MP SYSTEMS, INC. Streetlight Ph 2 Construction 400-3410-56320.25-06 102,915.66 Total For Dept 3410 Street and Alley Dept 5700 Capital Related 59304 79.00 06/10/26 06092026 PLANT ID TAGS REIMBURSEMENT JOEY SPRAGUE Other Grants / contributions 400-5700-43590 79.00 Total For Dept 5700 Capital Related 105,885.01 Total For Fund 400 General Capital Projects Fund 450 TID No. 5 Capital Dept 6650 TID Projects 59234 169,367.82 06/03/26 OAKLAND 4 OAKLAND AVE IMPROVEMENTS 5/1 TO 5/28 BENESCH Oakland North 450-6650-56320.26-02 59234 28,981.22 06/03/26 362458 NORTH OAKLAND RECONSTRUCTION 4/20 TO 5/17 BENESCH Oakland North 450-6650-56320.26-02 59242 295.00 06/03/26 Z038090 LEAD PACK FOR WATER SERVICE CORE & MAIN LP Oakland North 450-6650-56320.26-02 59306 169,367.82 06/11/26 OAKLAND 4 OAKLAND RECONSTRUCTION 5/1 TO 5/28 ZIGNEGO COMPANY, INC. Oakland North 450-6650-56320.26-02 59307 28,981.22 06/11/26 362458R NORTH OAKLAND RECONSTRUCTION 4/20 TO 5/17 BENESCH Oakland North 450-6650-56320.26-02 396,993.08 Total For Dept 6650 TID Projects 396,993.08 Total For Fund 450 TID No. 5 Capital Fund 610 Water Utility Dept 3710 Water Administration 59288 740.63 06/03/26 0238499 GENERAL ENGINEERING 4/1 TO 4/30 STRAND ASSOCIATES INC Professional Fees 610-3710-52100 59276 90.25 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone and Internet 610-3710-52230 59295 46.12 06/03/26 0808990610 DPW CELL SERVICE 5/12 TO 6/11 US CELLULAR Phone and Internet 610-3710-52230 59239 54.67 06/03/26 9374784595 AED MAINTENANCE CINTAS Safety Expenses 610-3710-54150 59272 243.98 06/03/26 2604-I-05440 PSC ASSESSMENT-RATE CASE PUBLIC SERVICE COMM OF WI PSC rate costs 610-3710-54721 1,175.65 Total For Dept 3710 Water Administration Dept 3730 Maint Mains 59275 250.00 06/03/26 260452 SLURRY RCM Dept/Program Supplies 610-3730-53500 250.00 Total For Dept 3730 Maint Mains Dept 3775 Lead Service Line Replacement 59288 19,027.38 06/03/26 0238458 SW AREA LSLR 4/1 TO 4/30 STRAND ASSOCIATES INC SW Area Private Lateral Grant 610-3775-54750.25-62 59288 19,027.37 06/03/26 0238458 SW AREA LSLR 4/1 TO 4/30 STRAND ASSOCIATES INC SW AREA-Homeowner Account 610-3775-54755.25-62 38,054.75 Total For Dept 3775 Lead Service Line Replacement Dept 3790 Other Water 59268 217.00 06/03/26 2608186 BACTERIA TESTING - MAY NORTHERN LAKE SERVICE INC Water Testing 610-3790-54740 59249 1,019,123.10 06/03/26 001003 SW AREA LSLR THROUGH 5/9 FIVE STAR ENERGY SERVICES, LLC Lead Service Line Proj SW Quad 610-3790-56600.25-03 1,019,340.10 Total For Dept 3790 Other Water INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 7/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number Fund 610 Water Utility 1,058,820.50 Total For Fund 610 Water Utility Fund 620 Sewer Utility Dept 3810 Sewer Administration 59288 950.62 06/03/26 0238499 GENERAL ENGINEERING 4/1 TO 4/30 STRAND ASSOCIATES INC Professional Fees 620-3810-52100 59276 90.25 06/03/26 CD_001451573 PHONE SERVICES 05/28-06/27/26 RINGCENTRAL INC. Phone and Internet 620-3810-52230 59295 56.12 06/03/26 0808990610 DPW CELL SERVICE 5/12 TO 6/11 US CELLULAR Phone and Internet 620-3810-52230 59265 279,644.13 06/03/26 098-26 USAGE CHARGE 03/01/2026-05/31/2026 MILW METRO SEWERAGE DIST MMSD Sewer 620-3810-52320 59239 54.66 06/03/26 9374784595 AED MAINTENANCE CINTAS Safety Expenses 620-3810-54150 280,795.78 Total For Dept 3810 Sewer Administration Dept 3820 Sewer Maintenance 59275 165.00 06/03/26 260504 CLEAN FILL AND SLURRY RCM Dept/Program Supplies 620-3820-53500 165.00 Total For Dept 3820 Sewer Maintenance Dept 3830 Storm Maintenance 59240 632.00 06/03/26 AFP 5/29/2026 ART FELLOW 4/16 TO 5/27 COFFARO, ANNAMARIE R. Dept/Program Supplies 620-3830-53500 59243 297.59 06/03/26 4293759-00 SPECMIX AND QUIKCRETE COUNTY MATERIALS CORP Dept/Program Supplies 620-3830-53500 59303 500.00 06/03/26 26ESR06110 MS4 STORMWATER PERMIT RENEWAL WI DEPT OF NATURAL RESOURCES - WATE Dept/Program Supplies 620-3830-53500 1,429.59 Total For Dept 3830 Storm Maintenance 282,390.37 Total For Fund 620 Sewer Utility Fund 800 Tax Agency Fund Dept 0000 59232 4.00 06/03/26 2370002000-2025 2025 TAX OVERPAYMENT REFUND BARITT, KRIS Over Payments 800-0000-21200 4.00 Total For Dept 0000 4.00 Total For Fund 800 Tax Agency Fund INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 8/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number 67,556.47 Fund 100 General Fund 12,069.65 Fund 200 Library 2,050.00 Fund 210 Senior Services 10,430.00 Fund 230 Shorewood Today 350.00 Fund 300 Debt Service Fund 105,885.01 Fund 400 General Capital Projects 396,993.08 Fund 450 TID No. 5 Capital 1,058,820.50 Fund 610 Water Utility 282,390.37 Fund 620 Sewer Utility 4.00 Fund 800 Tax Agency Fund Fund Totals: 165.00 Supplies - Refuse Collection 100-3510-53500 176.25 Supplies - Street Lighting 100-3430-53500 829.26 Electric - Traffic Devices 100-3430-52200.02-00 5,344.52 Electric - Street Lighting 100-3430-52200.01-00 5,634.12 Fuel and Oil 100-3300-53410 1,164.85 Vehicle Maintenance 100-3300-53400 2,307.23 Outsourced Repairs 100-3300-53350 589.76 DPW GAS 100-3300-52210 2,134.03 DPW GARGAGE 100-3300-52200 252.47 Hubbard Lodge/ River Club 100-3230-54160 822.37 Dept/Program Supplies 100-3230-53500 6,751.43 Outsourced Repairs 100-3230-53350 121.67 Safety Expenses 100-3100-54150 82.73 Office Supplies 100-3100-53100 1,479.30 Software Purch/Maint 100-3100-52910 242.92 Phone and Internet 100-3100-52230 100.00 Uniform Expense 100-3100-51330 7,976.54 Crossing Guards 100-2900-52990 259.19 Professional Education 100-2400-51900 2,028.44 Dept/Program Supplies 100-2100-53500 1,482.15 Vehicle Maintenance 100-2100-53400 92.50 RO PLATE LOOKUPS - APRIL 2026 100-2100-52990 280.20 BLUEFIN GATEWAY FEES - APRIL 2026 100-2100-52930 570.46 Phone and Internet 100-2100-52230 932.31 WILSON GAS 100-2100-52210 1,988.71 WILSON DRIVE 100-2100-52200 600.57 Professional Education 100-2100-51900 517.00 Job Posting/Testing/Hiring 100-1900-53150 1,275.96 Copier Costs - Village Hall 100-1900-53120 181.26 Cleaning and Pest Control - VH 100-1900-52900.55-00 66.45 Phone / Internet - Village Center 100-1900-52230.77-00 507.89 Phone / Internet - Village Hall 100-1900-52230.55-00 164.09 Gas - Village Center 100-1900-52210.77-00 608.92 Gas - Village Hall 100-1900-52210.55-00 886.44 Electric - Village Center 100-1900-52200.77-00 1,056.38 Electric - Village Hall 100-1900-52200.55-00 4,300.00 Professional Fees Assessment 100-1900-52150 500.50 Professional Fees Legal 100-1900-52120 130.94 Flexible Benefit Admin Fees 100-1900-51325 618.68 Office Supplies 100-1510-53100 4,300.00 Professional Fees Financial 100-1510-52130 3,000.00 Other Intergov'tal pymts 100-1420-52300 37.98 Awards/Recog 100-1410-54130 1,250.00 Marketing / Communications 100-1410-53140 --- TOTALS BY GL DISTRIBUTION --- 1,936,549.08 Total For All Funds: INVOICE GL DISTRIBUTION REPORT FOR VILLAGE OF SHOREWOOD 9/9 Page: 06/10/2026 02:12 PM User: PEILBES DB: Village Of Shorewood INVOICE DUE DATES 06/01/2026 - 06/15/2026 JOURNALIZED PAID Check # Amount Due Date Invoice Invoice Desc. Vendor Inv. Line Desc GL Number 4.00 Over Payments 800-0000-21200 1,429.59 Dept/Program Supplies 620-3830-53500 165.00 Dept/Program Supplies 620-3820-53500 54.66 Safety Expenses 620-3810-54150 279,644.13 MMSD Sewer 620-3810-52320 146.37 Phone and Internet 620-3810-52230 950.62 Professional Fees 620-3810-52100 1,019,123.10 Lead Service Line Proj SW Quad 610-3790-56600.25-03 217.00 Water Testing 610-3790-54740 19,027.37 SW AREA-Homeowner Account 610-3775-54755.25-62 19,027.38 SW Area Private Lateral Grant 610-3775-54750.25-62 250.00 Dept/Program Supplies 610-3730-53500 243.98 PSC rate costs 610-3710-54721 54.67 Safety Expenses 610-3710-54150 136.37 Phone and Internet 610-3710-52230 740.63 Professional Fees 610-3710-52100 396,993.08 Oakland North 450-6650-56320.26-02 79.00 Other Grants / contributions 400-5700-43590 102,806.91 Streetlight Ph 2 Construction 400-3410-56320.25-06 108.75 Lake Drive 2025 400-3410-56320.25-05 2,405.00 DPW BUILDING 400-3100-56320.25-07 485.35 Vehicles 400-2100-56400 350.00 Other Finance Charges 300-8000-58900 1,090.00 Postage/Mailings 230-1910-53130 9,340.00 Copy & Print Costs 230-1910-53120 500.00 Consultant Services 210-4650-52180 1,050.00 Professional Fees 210-4650-52100 500.00 Shorewood Connects 210-4600-54140 257.69 Program Enhancements 200-5123-54010 291.59 Program Enhancements 200-5122-54010 240.20 Lucky Day 200-5122-53760 112.17 Collection Enhancements 200-5122-53700 1,200.00 Program Enhancements 200-5121-54010 1,925.19 Collection Enhancements 200-5121-53700 62.95 Professional Services 200-5121-52180 567.89 Materials 200-5113-53730 778.33 Materials 200-5112-53730 217.20 Music 200-5111-53770 24.25 Audiobooks 200-5111-53750 173.17 DVD's 200-5111-53740 2,305.09 Materials 200-5111-53730 152.45 Copy & Print Costs 200-5110-53120 10.00 Office Supplies 200-5110-53100 599.91 Phone and Internet (village) 200-5110-52230 492.26 LIBRARY GAS 200-5110-52210 2,659.31 ELECTRIC-LIBRARY 200-5110-52200 3,067.31 Dept/Program Supplies 100-3620-53500 60.75 Repairs and Maintenance 100-3620-53300 564.50 GHOST TRAIN 100-3620-52200 52.44 Dept/Program Supplies 100-3610-53500 Village of Shorewood Committee of the Whole Meeting Minutes DRAFT The meeting was called to order at 6:35pm. All members were present apart from Trustee Ircink who was excused. 1. Consider 2027 Initiatives History: Workplans are a project management tool used by Village staff and administration to document annual operations, as well as assigned tasks and initiatives. They detail the anticipated steps needed to complete a project within an estimated timeframe. They may also include items such as project goals, specific activities, milestones, needed resources, and expected deliverables. They can be used to further clarify roles and responsibilities when multiple partners are involved to ensure that the project is working towards the identified goal. Members of the Board was presented with list of Village Board initiatives for the following year in accordance with Policy 49 Workplans, Village Initiatives and Task Assignments and discussed the prioritization of the initiatives, subject to budget approval in November. The Board provided directions on the various initiatives that were submitted. The meeting was adjourned at 7;35PM Village of Shorewood Board Meeting Minutes June 1, 2026 DRAFT 1. Call to Order President McKaig called the meeting to order at 7:35pm. 2. Roll Call All members of the board were present apart from Trustee Ircink who was excused. 3. Statement of Public Notice Clerk Harrell stated the meeting was properly noticed and posted according to law. 4. Special Order of Business 5. Consent Agenda Items (7:33 pm) Trustee Warren moved to approve the consent agenda, and it was seconded by Trustee Arndorfer. Trustee Stokebrand requested item 5f be pulled. Motion carried unanimously. a. Presentation of Accounts - June 1, 2026 b. C onsider regular Village Board minutes – May 18, 2026 c. R eceive annual recycling report d. Receive annual municipal separate storm sewer report e. Consider Application for Special Privilege Approval for fence and plantings within the right of way at 4461 N. Farwell Ave. f. Consider RFP for Shorewood Today Magazine g. Consider task order 26-01 for the 2027 Lead Service Line Program. 6. Items Removed from the Consent Agenda (7:33 pm) a. 5f. Consider RFP for Shorewood Today Magazine Trustee Stokebrand inquired about the possibility of increasing the advertising ratio. Manager Ewald responded that there was no support for increasing the advertising ratio. Trustee Warren moved to approve the item, and Trustee McGovern seconded the motion. Motion carried 5-1 (Stokebrand). 7. Public Hearing 8. Citizens to be Heard 9. New Business a. Consider Resolution #2026- 08 regarding the WDNR 208 2025 Compliance Maintenance Annual Report (7:35 pm) Trustee Arndorfer moved approval of Resolution 2026- 08, a resolution regarding the Wisconsin Department of Natural Resources NR 208 2025 Compliance Maintenance Annual Report. It was seconded by Trustee Couto. Motion carried by a roll call vote of 6-0. b. Consider approval of crossing guard services and Memorandum of Understanding for 2026 to 2029 (7:36 pm) Trustee Warren moved to approve the contractual agreement with All City Management Services for crossing guard services until June 30, 2029 and it was seconded by Trustee Couto. Motion carried unanimously. Trustee Stokebrand moved to approve the Memorandum of Understanding for crossing guard services for the Shorewood School Districts, and it was seconded by Trustee Couto. Motion carried unanimously. 10. Report of Village Officials (7:40 pm) a. Village President b. Village Trustees i. Trustee McGovern participated in the Memorial Day Observation at Shorewood High School hosted by the American Legion Post #331 and the Shorewood’s Men’s Club and it was well attended. c. Village Manager i. Letter of Support - Milwaukee County Safe Streets and Roads for All Grant Application ii. Letters of Intent for Electric Vehicle Charging Station Site Host Agreements iii. Letter of Approved Lead Service Line Community Outreach Grant 11. Future items of Consideration 12. Closed Session Trustee Couto moved to go into closed session pursuant to Wis. Stat. Sec. 19.85 (1)(e) to deliberate or negotiate the purchasing of public properties, where competitive or bargaining reasons require a closed session to discuss prospective properties for a new DPW site. Seconded by Trustee Warren. Motion carried by a roll call vote of 6 -0 and the meeting was adjourned into closed session at 7:52pm. The Village Board discussed strategy regarding a future public works site. Tr. Couto moved, seconded by Tr. Warren to reconvene into open session. Meeting adjourned at 8:34 pm. 13. Adjournment Tr. Warren moved, seconded by Tr. Couto to adjourn. Motion carried 6-0 at 8:34 pm. VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Consider 2026 li cense renewals. Date: June 15, 2026 Presenter: Toya Harrell, MMC, WCPC Department: Clerk History – Please include a timeline of historical relevant events related to this agenda item. This may include previous Village Board action, policies, planning documents, etc. If able, hyperlink to previous agenda packets (include page number) to reference information. If there is no relevant history, N/A should be entered in this space. All Village business licenses expire on June 30 th of each year. Each year the Village Board reviews business license applications for renewal. Agenda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. After the clerk staff has reviewed the applications and appropriate background checks, the establishments listed have been approved by the appropriate departments. The Wisconsin State Statutes and Village Code indicate that licenses shall not be issued if there are any outstanding fees, taxes, and/or alcohol distributor bills due. Staff will perform a final review in this regard prior to the issuance of the licenses. Annual Cabaret Three Lions Pub, LLC dba Three Lions Pub, 4515 N Oakland Ave, Shorewood WI 53211 Brat Shorewood, LLC dba Milwaukee Brat House, 4022 N Oakland Ave, Shorewood WI 53211 Camp Bar, Inc. dba The Atrium, 2107 E Capitol Dr, Shorewood WI 53211 Camp Bar, Inc. dba Camp Bar, 4044 N Oakland Ave, Shorewood WI 53211 Hubbard Park Lodge, LLC dba Hubbard Park Lodge, 3565 N Morris Blvd, Shorewood WI 53211 Cigarettes/Tobacco Products Retail Thakedar Inc., dba Clark, 4000 N Wilson Dr., Shorewood WI 53211 Royal Nepal LLC, dba Oakland BP, 3624 N Oakland Ave., Shorewood WI 53211 Lakeshore Petrol Pump LLC, 2521 E Capitol Dr., Shorewood WI 53211 Mega Marts, LLC, Kroger BL PO Box 305103, Nashville TN 37230, dba Metro Market #893, 4075 N Oakland Ave, Shorewood WI 53211 Roettgers Company Inc., dba Shorewood Mobil, 1513 E Capitol Dr., Shorewood WI 53211 Cornerstonewine LLC, dba Scout Wine Merchants, 4512 N Oakland Ave., Shorewood WI 53211 Dry Cleaning Hannah Inc. dba Capitol Cleaner, 2101 E Capitol Dr., Shorewood WI 53211 Pawnbroker/Secondhand Article/Secondhand Jewelry Mixa Inc., 4320 N Oakland Ave, Shorewood WI 53211 (Secondhand Jewelry only) CC Conrad Jewelers, 4014 N Oakland Ave, Shorewood WI 53211 (Pawnbroker, Secondhand Article and Secondhand Jewelry Dealer) Posh Collective, 4010 N Oakland Ave, Shorewood WI 53211(Secondhand Article only) Shorewood Coin Shop, 4409 N Oakland Ave, Shorewood WI 53211 (Secondhand Article and Secondhand Jewelry only) The following alcohol license renewals were published as required: “Class A” Fermented Malt Beverage and Intoxicating Liquor Licenses Russian Food and Gifts, Inc. dba Russian Food and Gifts, 3557 N Oakland Ave, Shorewood WI 53211 North Shore Healthcare LLC d/b/a North Shore Pharmacy, 1421 E Capitol Dr, Shorewood WI 53211 Walgreen Co. dba Walgreens #15188, 4035 N Oakland Ave, Shorewood WI 53211 Class “B” Fermented Malt Beverage Licenses Benji’s Deli, LLC dba Benji’s Deli, 4156 N Oakland Ave, Shorewood WI 53211 “Class B” Fermented Malt Beverage and Intoxicating Liquor Licenses Blackbird Mercantile, LLC dba Draft & Vessel, 4417 N. Oakland Ave, Shorewood WI 53211 Brat Shorewood, LLC dba Milwaukee Brat House, 4022 N Oakland Ave, Shorewood WI 53211 Foxhole Shorewood, LLC dba The Foxhole, 4144 N Oakland Ave, Shorewood, WI 53211 Ciel Shorewood, LLC, dba Ciel Shorewood, 1111 E Capitol Dr, Shorewood WI 53211 Hubbard Park Lodge, LLC dba Hubbard Park Lodge, 3565 N Morris Blvd, Shorewood WI 53211 Three Lions Pub, LLC dba Three Lions Pub, 4515 N Oakland Ave, Shorewood WI 53211 Normco LTD dba Harry’s Bar & Grill, 3549 N Oakland Ave, Shorewood WI 53211 Cornerstonewine, LLC dba Scout Wine Merchants, 4512 N Oakland Ave, Shorewood WI 53211 The Slab, LLC DBA The Slab LLC, 4451 N Oakland Ave, Shorewood WI 53211 Reserve “Class B” Fermented Malt Beverage and Intoxicating Liquor Licenses Camp Bar, Inc. dba Camp Bar, 4044 N Oakland Ave, Shorewood WI 53211 Camp Bar, Inc. dba The Atrium, 2107 E Capitol Dr, Shorewood WI 53211 La Orangerie, Inc. dba North Shore Boulangerie, 4401 N Oakland Ave, Shorewood WI 53211 Mega Marts, LLC dba Metro Market #893, 4075 N Oakland Ave, Shorewood WI 53211 Village Pub of Shorewood, LLC, dba Cloud Red, 4488 N Oakland Ave, Shorewood WI 53211 Community and Business Outreach – If applicable, did you notify the community groups and businesses that are directly impacted by this agenda item. Please specify in attached communication plan how community groups and businesses will be informed of action after Village Board consideration. ____ Yes __X__ No If Yes, identify how and what community groups and businesses were notified. Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. Recommend Motion: “I move to grant the licenses as listed in the Consent Agenda and direct the Village Clerk to issue the licenses subject to the payment of all outstanding fees, taxes, and/or alcohol bills.” Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include: agreements/contracts, presentation materials, letters, service proposals, etc. State of Wisconsin :: County of Milwaukee :: Village of Shorewood OFFICIAL NOTICE Notice is hereby given that the following applications for licenses to sell fermented malt beverages and intoxicating liquors in the Village of Shorewood, Milwaukee County, Wisconsin, having been filed with the undersigned, are duly published prior to Village Board approval consideration on June 15, 2026. “Class A” Fermented Malt Beverage and Intoxicating Liquor Licenses Russian Food and Gifts, Inc. dba Russian Food and Gifts, 3557 N Oakland Ave, Shorewood WI 53211 North Shore Healthcare LLC d/b/a North Shore Pharmacy, 1421 E Capitol Dr, Shorewood WI 53211 Walgreen Co. dba Walgreens #15188, 4035 N Oakland Ave, Shorewood WI 53211 Class “B” Fermented Malt Beverage Licenses Benji’s Deli, LLC dba Benji’s Deli, 4156 N Oakland Ave, Shorewood WI 53211 “Class B” Fermented Malt Beverage and Intoxicating Liquor Licenses Blackbird Mercantile, LLC dba Draft & Vessel, 4417 N. Oakland Ave, Shorewood WI 53211 Brat Shorewood, LLC dba Milwaukee Brat House, 4022 N Oakland Ave, Shorewood WI 53211 Foxhole Shorewood, LLC dba The Foxhole, 4144 N Oakland Ave, Shorewood, WI 53211 Ciel Shorewood, LLC, dba Ciel Shorewood, 1111 E Capitol Dr, Shorewood WI 53211 Hubbard Park Lodge, LLC dba Hubbard Park Lodge, 3565 N Morris Blvd, Shorewood WI 53211 Three Lions Pub, LLC dba Three Lions Pub, 4515 N Oakland Ave, Shorewood WI 53211 Normco LTD dba Harry’s Bar & Grill, 3549 N Oakland Ave, Shorewood WI 53211 Cornerstonewine, LLC dba Scout Wine Merchants, 4512 N Oakland Ave, Shorewood WI 53211 The Slab, LLC DBA The Slab LLC, 4451 N Oakland Ave, Shorewood WI 53211 Reserve “Class B” Fermented Malt Beverage and Intoxicating Liquor Licenses Camp Bar, Inc. dba Camp Bar, 4044 N Oakland Ave, Shorewood WI 53211 Camp Bar, Inc. dba The Atrium, 2107 E Capitol Dr, Shorewood WI 53211 La Orangerie, Inc. dba North Shore Boulangerie, 4401 N Oakland Ave, Shorewood WI 53211 Mega Marts, LLC dba Metro Market #893, 4075 N Oakland Ave, Shorewood WI 53211 Village Pub of Shorewood, LLC, dba Cloud Red, 4488 N Oakland Ave, Shorewood WI 53211 Dated this 1st day of June, 2026. Toya Harrell, MMC, WCPC Village of Shorewood Village Clerk VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Consider Committee Appointments and Reappointments. Date: June 15, 2026 Presenter: Toya Harrell, MMC, WCPC, Village Clerk Department: Clerk History – Please include a timeline of historical relevant events related to this agenda item. This may include previous Village Board action, policies, planning documents, etc. If able, hyperlink to previous agenda packets (include page number) to reference information. If there is no relevant history, N/A should be entered in this space. Current members with terms expiring were contacted by staff liaisons to ensure they wished to be reappointed. Committee nominations were consistent with the guidelines in Policy 30: Village Committee and Commission Appointments. April 24, 2026 – President McKaig met with the Clerk Department to discuss the appointments, reappointment and identified vacant seats for current applicants to fill. President McKaig recommended Dan Simmons for appointment to serve on the Parks and Public Spaces Committee and supported Brennan Balestreri and Jeremy Lucas to serve on the Community Development Authority committee. May 4, 2026 – During the Judiciary, Personnel and Licensing committee meeting, Trustee Stokebrand move to recommend the applicants slated for the committees to the Village Board for approval consideration on May 18, 2026 except for the Community Development Authority and Parks and Public Spaces committee, and it was seconded by Trustee Arndorfer. Motion carried 2-0. May 4 and May 5th, 2026 – Three additional applications were received expressing interest in serving on the Community Development Authority Committee. To balance views on the CDA President McKaig is recommending Greg Sweda and Brennan Balisteri for appointment to the committee. May 18, 2026 – Clerk Harrell was notified that the Library Board of Trustees’ Nominating Committee recommended Mary Armstrong fill the vacancy. May 27, 2026 – Clerk Harrell was notified that the Chair of the Conservation Committee recommended Jamie Harris to fill the vacancy. June 1, 2026 - President McKaig requests the JP&L Committee consider her recommendations listed below with confirmation scheduled for June 15, 2026. June1, 2026 – During the JP&L meeting, Tr. Arndorfer moved, seconded by Tr. Warren, to approve all reappointments listed (CDA – Joe LaSage, Library – Anjum Alden, Kara Espera, Jo nathan Smucker, Parks and Public S paces – Roger Mason, Rayni P ero, Mary Jorgensen, Sandie Pendleton, A ndrew K aczmarek, Kristin Greenman) and new appointments for the following committees: CDA – Brennan Balesteri, Greg Sweda Conservation – Jamie Harris Library Board – Mary Armstrong Parks and Public Spaces – Dan Simmons Motion carried 2-1 (Stokebrand). A genda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. Committee Reappointments Remaining seats to fill New Applicant(s) Community Development Authority J oe LeSage 2 Brennan Balestreri Jeremy Lucas Bill Meier Jay Sorensen Greg Sweda Conservation 1 Jamie Harris Lenore Wilkas Library A njum Alden Kara Espera Jonathan Smucker 1 Mary Armstrong Janet Hertig Kris McLain Hannah Rodriguez Ann Schwartz Jacquelyn Shanti Lenore Wilkas Parks and Public Spaces Roger Mason Rayni, Pero Mary Jorgensen Sandie Pendleton Andrew Kaczmarek Kristin Greenman 1 Dane Nelson Dan Simmons Jessica Sprague-Jones C ommunity and Business Outreach – No Fiscal Note – Please include comments on the fiscal impact of this action. -- NONE Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. “I move to approve the appointments of Brennan Balesteri and Greg Sweda to serve on the Community Development Authority Com mittee, Jaimie Harr is to s erve on the Conservation Committee, Mary Armstrong to serve on the Libr ary Board, Dan Simmons to ser ve on the Parks and Public Spaces Committee, as well as a ll reappointments as slated.” Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include agreements/contracts, presentation materials, letters, service proposals, etc. 1. Redacted v olunteer committee applications From: noreply@civicplus.com To: Chris Anderson; Rebecca Ewald; Mai Chang; Toya Harrell Subject: Online Form Submittal: Volunteer Appointment Application Date: Monday, February 23, 2026 7:37:44 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Community Development Authority For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1 CDA Other Field not completed. Step 2 First Name Brennan Last Name Balestrieri Home Address Ave Email @gmail.com Home Phone Occupation Project Manager Office Phone Field not completed. Step 3 How long have you been a Village resident? 1989-2000 — 2010 to present Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Website Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest Love Shorewood and being involved Education and Work Experience UW Madison - Econ Project manager and public policy expert - with prior commercial real estate experience Diversity Experience I’ve been mentored on and led diverse teams Other Organizations UEDA, LWV, ACLU Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Chris Anderson; Rebecca Ewald; Mai Chang; Toya Harrell Subject: Online Form Submittal: Volunteer Appointment Application Date: Monday, February 16, 2026 1:31:25 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Community Development Authority For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1 Other Field not completed. Step 2 First Name Jeremy Last Name Lucas Home Address Ave Email @gmail.com Home Phone Occupation Policy Director - Milwaukee County Office Phone Step 3 How long have you been a Village resident? 1 year Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Manager's Memo Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. General Interest I've moved to Shorewood within the past year and enjoy the walkable neighborhoods and accessible commercial corridor on Oakland Ave. Long term sustainability is an important part of a thriving village. It takes a balanced approach to entice and support local businesses that make the quality of life in an area vibrant and attractive. I'd love to help contribute to the success of Shorewood in any way I can. Education and Work Experience Obtained an Master's in Public Administration from UWM, with an undergraduate degree in Urban Studies. I've worked in local government as an administrator for 15 years and understand the complexities of finance, statutory constraints and concerning demographic trends. Diversity Experience none Other Organizations Appointed board member of VISIT Milwaukee, Secretary-UWM MPA Alumni Association, Trustee-Milwaukee County Employee Retirement System Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Tuesday, May 5, 2026 1:50:50 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Community Development Authority For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1. CDA Other Field not completed. Step 2 First Name Bill Last Name Meier following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest I think that I would add valuable skills, experience, work ethic, expertise, and diversity of opinion and outlook to the CDA, something that is apparently lacking in the current composition of the CDA. The CDA needs to change and I can assist in that change. The CDA should have members that have backgrounds, education or skills (or any combination thereof) that will further the goals of the CDA. In addition, they should be prepared to do the necessary homework to make informed decisions rather than just showing up at a meeting and sharing their opinion. I would endeavor to that. I would also promote transparency and fiscal responsibility to the residents of the Village. Education and Work Experience My first career of 20 years was in real estate management and development. I gained valuable skills and knowledge in a variety of areas that would be helpful to the CDA. I worked with municipalities on an assortment of topics that included zoning, construction, and community engagement to name a few. My second career of 20 years was in investment management, consulting, and planning. I worked with ultra high net worth individuals, foundations, endowments and large corporate retirement plans. Those skills that are transferable to the operation of the CDA. I attended the University of Wisconsin-Milwaukee and Northeastern University in Boston. I was offered a job in real estate development and management while in school and took it and never looked back. I am 32 credits short of a degree. Diversity Experience I was raised in a racially, ethnically, and sexual preference diverse social environment. In my youth I worked with physically and developmentally disadvantaged children. My companies had racially, ethnically, and gender diverse staff. I managed the two largest Low Income Housing Tax Credit developments in the State at that time. I worked closely with neighborhood social service agencies to provide services to the residents of those developments which were located in the highest crime neighborhoods in the City of Milwaukee. I have considerable experience working successfully with people of color and those with a variety of other challenges. While serving on the board of COA Youth and Family Centers I worked proactively with a racially and ethnically diverse staff. CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. My friends include people of color as well as people that disabled, gay, lesbian, and non-binary. Other Organizations I am currently an advocate with Affordable Shorewood, an organization that supports responsible affordable housing development in Shorewood. In my more than 10 years as a board member at COA Youth and Family Centers I established their endowment fund and spending policy. I also chaired the Investment Committee which I also founded. After that feat I was nominated and awarded the Volunteer of the Year. Over the years I have engaged in a variety of volunteer activities, including founding a real estate group that funded a number of different charities. Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Monday, May 4, 2026 5:26:35 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Community Development Authority For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1 CDA Other Field not completed. Step 2 First Name Jay Last Name Sorensen Home Address Blvd. Email @gmail.com Home Phone Occupation Airline industry consultant Office Phone Step 3 How long have you been a Village resident? 33 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Member of the CDA Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Voting and engaged member of the CDA Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village staff / Elected Official Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest Good governance depends on the support and engagement of the broader community. Individuals with specialized expertise in areas such as government and public policy play an important role, but balanced representation also requires the inclusion of everyday citizens from a wide range of backgrounds, professions, and perspectives. The first goal listed for the CDA is “the strengthening of the long- term economic viability of the village.” This is an overarching objective that supports all of the other goals. Shorewood functions best when all of its constituencies . . . residents, taxpayers, businesses, and employees . . . are working toward a shared vision. It is a broad and ambitious goal, and one that is not easy to achieve. As a CDA member, I would rely on research and community outreach to inform my contributions. As a long-term resident, I am committed to the success of this community and to representing all of its constituencies. I often describe Shorewood this way: "Small-town vibe, next to Milwaukee, and located between a river and a Great Lake." This unique position allows us to draw on the strengths of Milwaukee while preserving the qualities that make our community distinctive. Education and Work Experience I am a management professional with more than 30 years of experience in product development, partnerships, and marketing strategy. As president of IdeaWorksCompany, I have worked with organizations to improve financial performance, develop new programs, and bring innovative service concepts to market. My career includes 13 years at Midwest Airlines, where I held leadership roles across marketing, sales, customer service, operations, planning, and financial analysis. In that role, I managed an annual budget of $20 million and led a team of 30 employees, gaining experience in budgeting, strategic planning, and organizational oversight. I bring a practical, results-oriented approach to decision-making, with an emphasis on fiscal responsibility, long-term planning, and collaboration among stakeholders. My professional background has prepared me to evaluate complex issues, balance competing priorities, and contribute thoughtfully to community-focused outcomes. CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. I am a graduate of the University of Wisconsin–Madison, where I earned a Bachelor of Business degree with dual majors in Marketing and Transportation. Diversity Experience As a parent, I’ve worked to support and advocate for mental health and LGBTQ+ communities. Other Organizations I am the President of the Kids First Fund, a nonprofit 501(c)(3) organization founded in 1999 to help prevent child abuse in resource-poor regions of the world. Our early work focused on Latvia and Moldova, and more recently we have expanded our efforts to support programs serving the Lakota Nations in South Dakota. The organization is entirely volunteer-run and maintains a model in which 100% of contributions are directed to partner organizations, with no administrative or overhead deductions. Since its founding, the Kids First Fund has raised approximately $700,000. My volunteer service also includes work with the U.S. Forest Service and the National Park Service on the restoration of historic ranger cabins in wilderness areas. I have led multi-year preservation projects in North Cascades National Park and am currently involved in restoring a 1933-era cabin in the Boundary Waters region of northern Minnesota. Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Tuesday, May 5, 2026 8:30:06 AM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Community Development Authority For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1 - Yes, I have attended a previous meeting of the CDA. Other Field not completed. Step 2 First Name Greg Last Name Sweda Home Address Dr Email @yahoo.com Home Phone Occupation Retired Attorney Office Phone Field not completed. Step 3 How long have you been a Village resident? 2 1/2 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? N/A Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? N/A Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Manager's Memo Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest I am very interested in improving/strengthening the Village of Shorewood's long-term economic viability and quality of life. The Village faces challenges physically, environmentally, and in terms of meaningful affordable housing opportunities. At the same time, I am cognizant of the need to enhance and preserve the Village's tax base to maintain the sense of community which attracted me to retire here. Education and Work Experience I have an undergraduate degree in Economics from Michigan State University and a law degree from the Thomas Cooley Law School in Lansing, Michigan. Therefore, I understand the importance of long-term plans necessary to strengthen the viability of our community. I practiced law for more than 36 years prior to retirement and possess the skills of research/negotiation, transparency/integrity, and the ability to work/communicate with others to achieve the goals of the Community Development Authority. Diversity Experience I have worked with individuals of diverse racial, religious, ethnic, gender identity, and physical/mental disabilities in my practice of law. Many of these people were applying for Social Security Disability and Worker's Compensation claims. I appreciate their life experiences and have discussed the impact of these issues directly with them, their attorneys, and insurance carriers. Everyone has a unique experience/perspective and I have demonstrated the ability to achieve positive goals/resolutions of disputes/litigation. Other Organizations Lector at St. Robert's Church and volunteer in various capacities, as needed. Emeritus Status member of the State Bar of Michigan. Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Saturday, May 23, 2026 12:41:41 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Conservation Committee For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. I noted that there are two vacancies on the Conservation Committee and a couple terms that end this year, and that would be my main committee interest area at this time. Other Field not completed. Step 2 First Name Jamie Last Name Harris Home Address nd Ave Email @gmail.com Home Phone Occupation college professor of urban studies Office Phone Step 3 How long have you been a Village resident? 22 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Website Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest Previously I served as chair of the Pedestrian & Bicycle Safety Committee for five years in the early 2010s and enjoyed that level of engagement with Village staff and trustees and the larger community. On a personal note: my last ten years had been spent mostly caregiving for my mother with whom we shared a duplex and who had advancing dementia, all while working full time at UWM and raising two young children with my wife. My mother passed away last year and for once in a long time I feel I have the time and energy to devote to community activities again. In terms of my interest in the Conservation Committee: I am strongly committed to sustainability and conservation efforts and the need for expanding green infrastructure community-wide. We currently have 16 solar panels on our roof, I am 12 month a year bike commuter, we have a front yard garden, and I write a “Green Bits” newsletter, but I feel there is so much more we all need to do (governments, residents, and businesses) as we stare down this climate crisis. Education and Work Experience I hold a PhD in urban studies and have taught at the undergraduate and graduate level for two decades. Although my research interests are in other areas, I regularly incorporate environmental justice, sustainability and environmental governance topics in all my courses, and now teach a "green cities" course (urban studies 360: “Green Cities: Environmental Justice, Urban Agriculture, and Sustainability”); I have also been active in different community efforts connected to developing community gardens on vacant lots in the Walnut Hill and Midtown neighborhoods in Milwaukee, and have had my students do service learning there over the years as well as service learning and internships with environmental organizations across the region. Diversity Experience Over the years I have worked with a diverse group of community partners as part of different university projects and coordinating service learning and internships for students in the major; and I regularly teach a course for new students in the major: Multicultural America: “City-building, Social Movements, and Urban Change.” This course examines the history of racial capitalism and racialized urban development and exclusionary polices and practices, and documents different social movements and forms of resistance across a variety of social groups from LGBTQ+ sexual difference in the city and placemaking in urban spaces, to the 1967-68 open housing marches in Milwaukee, to gendered city perspectives and feminist urbanism approaches and case studies to help students see the power of community engagement and bottom up social CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. movements that can transform urban space and policy. Other Organizations Midwest Renewable Energy Association (MREA) Thank you for your consideration! Jamie Harris Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Chris Anderson; Rebecca Ewald; Mai Chang; Toya Harrell Subject: Online Form Submittal: Volunteer Appointment Application Date: Wednesday, November 12, 2025 8:51:29 AM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Community Development Authority, Conservation Committee, Human Relations Commission, Library Board, Marketing & Communications Advisory Committee, Parks & Public Spaces Committee, Public Arts Committee, Recreation Advisory Committee For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1. Library Board 2. Community Development Authority 3. Parks and Public Spaces Committee 4. Recreation Advisory Committee 5. Public Arts Committee 6. Human Relations Commission 7. Conservation Committee 8. Marketing and Communications Advisory Other Field not completed. Step 2 First Name Hannah Last Name Rodriguez CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest As a new Shorewood resident, I am eager to get involved in my community and volunteer in meaningful ways. I have always had a public service mindset and want to contribute to what makes this community a thriving, beautiful, caring, accepting, and inviting place to live and build a family. Specifically, I know that I personally would not be who I am today without my local libraries. Growing up, the library was a space where I could get lost in stories and let my imagination run wild. From utilizing the books and movie selections to the event spaces and computer labs, I spent my formative years within public libraries. Now, as an adult, it would be a dream to serve on the Library Board to advance Shorewood's wonderful facility and promote the services it provides. Second, I am passionate about conservation efforts. Last summer, I interned with the Environmental Protection Agency, Region 5, and learned about environmental policy and federal administrative law. I want to be involved in Shorewood's conservation efforts in a practical and meaningful way. Similarly, enjoy Shorewood's parks and outdoor spaces, and hope to join the Parks and Public Spaces Committee to continue improving the spaces available to residents. Finally, I have a broad interest in each of the committees and would be excited to serve on those where there is a need. Education and Work Experience I am a family law attorney and have experience reviewing documents and completing research. Diversity Experience My grandparents were both immigrants. I am a second-generation Mexican-American. Other Organizations N/A Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Chris Anderson; Rebecca Ewald; Mai Chang; Toya Harrell Subject: Online Form Submittal: Volunteer Appointment Application Date: Thursday, April 24, 2025 9:57:57 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Library Board For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. I am interested in interviewing for a seat on the Library Board. I have not attended a previous meeting. Thank Youl Other Field not completed. Step 2 First Name Janet Last Name Hertig Home Address Avenue, Shorewood, WI 53211 Email @wi.rr.com Home Phone Occupation retired Office Phone Field not completed. Step 3 How long have you been a Village resident? 20 years plus Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Website Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest I am interested, please, in interviewing for a seat on the Library Board here in Shorewood, WI. I have time at this point in my life to give back to my community! And this happens to be a time in our country's history that I am concerned about the health and wellness of the libraries in our country! I want to be a part of ensuring that our library has continued success in serving the public good. I want to learn more about how our library system is run, what its needs are, what I can do to help, etc. I want to do what I may to help maintain our solid library system here in Shorewood. Thank You. Education and Work Experience My basic work history revolved around the fields of social work, education, and paralegal work. I love to learn and be involved in projects. I have a MS in educational psychology, and a BA in communication, with a certificate in women's studies. Diversity Experience I consider myself a fair, objective, and open minded person, praying that every human being please be granted the dignity to know and live in peace. Other Organizations Over the years, I served with a few organizations: the Peace Corps (Samoa), the Red Cross (Disaster Services, Hurricane Ivan), the US Forest Service (Emergency Forest Fire Fighter, Yellowstone), and as a WIAA volleyball official (for four years). I enjoy people, nature, and the arts. I look forward to having an interview with You in order to determine whether we would be a good match. Thank You for Your time and consideration. And warmest wishes that You continue to be able to fill the Shorewood Library Board seats so well and that our Shorewood Pulbic Library continues to be run in such a strong and fun fashion! Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Wednesday, May 20, 2026 11:21:22 AM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Conservation Committee, Elder Services Advisory Board, Library Board For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1) Library Board 2) Elder Services Advisory Board 3) Conservation Committee Other Field not completed. Step 2 First Name LENORE Last Name WILKAS Home Address Email @gmail.com Home Phone Occupation Research Librarian Office Phone Field not completed. Step 3 How long have you been a Village resident? 21 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village staff / Elected Official, Friends / Neighbors Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest My fulltime position is now going half-time and I have the time to serve. I have been a lilbrarian for over 50 years and I think I can bring a lot of knowledge and ideas to the Library Board. CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. As a mature adult, I am aware of the needs of older mature adults, many of which are not available to them due to cost, location, ability to access. I am very concerned with environment and climate change and how many people do not value the trees, plants, or availability of green space. Education and Work Experience BA, University of Wisconsin; MLS, University of Wisconsin; nursing courses at the University of Pennsylania. Have held library positions at Drake Univesity, Chicago Public Library, Northwestern University,.The University of Tesas at Austin; University of South Carolina, University of Pennsylvania, and the University of Wisconsin- Milwaukee. Have also taught and managed the Anatomy & Physiology Labs at the the University of Pennsylvania School of Nursing. Diversity Experience In my many years of working, I have worked with may colleagues and students from foreign countries and of all races and religions. I abhor the violence and discrimination we continue see. My late husband was very disabled at the end of his life and help was not always readily available nor was understanding. Other Organizations Member of the Holy Family Parish Prayer Shawl Ministry (Whitefish Bay). Member of the Holy Family Parish Book Club. Being considered to lead the St. Robert's Book Club is there is enough interest (not yet finalized) Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Chris Anderson; Rebecca Ewald; Mai Chang; Toya Harrell Subject: Online Form Submittal: Volunteer Appointment Application Date: Saturday, March 29, 2025 11:40:46 AM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Library Board For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1-Library Board Other Field not completed. Step 2 First Name Kris Last Name McLain Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest Libraries are an essential cornerstone in any community. The Shorewood library is no exception to this fact. I would love to serve on the board to support the library, the community, and those who benefit from access to the libraries many services and opportunities. I have personally benefitted from access to the libraries many resources including meeting rooms, access to books, media, and other materials, art exhibits, special events, and computer access. It is essential in this day and time as well that we continue to support the mission of libraries to provide equitable access to all. I am enthusiastic about approaching the position with a willingness to learn and listen, to engage and meet others, as well as provide my experience with equity, inclusion, and my enthusiasm for libraries to the committee. Education and Work Experience I am a current PhD candidate in Philosophy and Women’s, Gender, and Sexuality studies who studies questions of access, equity, and inclusion which are key metrics for supporting libraries as such. I have administrative experience working on joint committees at universities and in the local community. In my previous location, I was a participant in our K-12 Diversity, Equity, and Inclusion Work group. Diversity Experience I worked for two years at the Schreyer Institute for Teaching Excellence where I spearheaded our workshops on diversity, equity, and inclusion. I have both conceptual experience with diversity, equity, and inclusion concepts and approaches, as well as extensive experience navigating access needs and concerns. I understand diversity as encompassing many different social markers, including the ones listed below this question, but also socio-economic status, age, and more. I have personal experience with issues related to ability, class, race, gender, and sexual orientation. Other Organizations Facilitator of Girls Who Code Chapter Women’s Classical Caucus Society for Classical Studies National Women’s Studies Association Ancient Philosophy Society Society for Phenomenology and Existential Philosophy International Plato Society Ancient in Media Studies CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Wednesday, April 29, 2026 3:56:42 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Library Board For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1 - Library Board Other Field not completed. Step 2 First Name Mary Last Name Armstrong Home Address ., Shorewood Email @gmail.com Home Phone Occupation Retired from teaching in June 2025 Office Phone Field not completed. Step 3 How long have you been a Village resident? 6 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? Yes If so, what activities? President, Friends of Shorewood Public Library - I recognize this role as a potential conflict of interest and would resign if chosen as a Library Board trustee. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Field not completed. Other: Library Board meeting (Section Break) CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest Five years on the board of the Friends of Shorewood Public Library, including two and half years as president, have given me a close-up view of library operations and a deep appreciation for all that the library offers our community. I have been part of planning and implementing major library undertakings such the renovation of the Early Learning Center, the Summer Celebrations, and most recently, Shorewood Reads. I've worked with the library director and staff to identify priorities and secure grants. I attend all Library Board meetings and have come to understand and value the board's work. I see a position as a trustee as an opportunity to serve the library in new ways. Education and Work Experience I've had two careers: reporting and copy-editing for The Milwaukee Journal and, more recently, teaching elementary school. Common to both - and to the library - is a focus on literacy and a realization of its profound importance in our society. During my teaching career, I worked for the Fox Point-Bayside School District as a reading interventionist, a classroom teacher, and the district's literacy coach. I hold a BA in journalism from Marquette University and a master's in language arts from Cardinal Stritch University. I've done coursework in reading and writing at the Teachers College at Columbia University in New York and through the National Writing Project at the University of Wisconsin-Milwaukee, eventually leading some classes there and in area school districts. Diversity Experience As an educator, I engaged in extensive DEI training. Other Organizations Sts. Peter and Paul Congregation Lake Park Friends Wisconsin State Reading Association Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Friday, April 24, 2026 3:37:11 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Library Board For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. Library Board Other Field not completed. Step 2 First Name Jacquelyn Last Name Shanti Home Address Ave Email @att.net Home Phone Occupation Retired Office Phone Field not completed. Step 3 How long have you been a Village resident? 14 years currently, I grew up in Shorewood 18 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Manager's Memo Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest I love Shorewoood, and now that I am retired I want to take an active role in serving my community. I have been an educator and champion for literacy my adult life. I believe that I possess the tools for serving the residents of Shorewood through participation in the library program. I visited the library as a child, when the library was across the street from St. Robert’s. The library has been part of my life, and I’d like to help make the library part of our community’s lives. Education and Work Experience Special Education Teacher 1981- 2000 Library Media Specialist 15 years Books for Kids Manager at Next Door 9 years BS Ed Loyola University MSLIS UW Milwaukee MS Digital Media Wilkes University Diversity Experience My entire adult career has been serving a diverse population as a teacher for Milwaukee Public Schools. I taught 1st grade in Kuwait City, Kuwait for 2 years. Most recently I managed the Books For Kids program at the Next Door Foundation where I organized programming for children and families in the Head Start Program, planned mobile library events throughout the city, managed collection, repair, and distribution of free books (60,000 books)throughout the Greater Milwaukee area, and trained and managed the volunteers in the program. Other Organizations OSHER - UWM Volunteer with the Milwaukee County Historical Society in their research department. Daughter of the American Revolution active member. Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Chris Anderson; Rebecca Ewald; Mai Chang; Toya Harrell Subject: Online Form Submittal: Volunteer Appointment Application Date: Tuesday, February 24, 2026 10:19:36 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Marketing & Communications Advisory Committee, Parks & Public Spaces Committee, Recreation Advisory Committee For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. 1. Parks 2. Marketing 3. Recreation Never attended a village meeting. Other Field not completed. Step 2 First Name Dan Last Name Simmons Home Address , Shorewood, WI 53211 Email @gmail.com Home Phone Occupation Journalist Office Phone Field not completed. Step 3 How long have you been a Village resident? 9 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Social Media Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. however, this not required. General Interest Shorewood has endeared itself to me, and I want to contribute to help it stay a place that helps all residents thrive. We live in my wife’s family house, built in 1937 and occupied by the Spicuzzas since then. Our daughter attends Shorewood Intermediate School and loves it. I coach two sports at SIS. The people who live here make Shorewood an unusually special place. I want to continue to give them reasons to love it here. Education and Work Experience Jobs: Managing Editor, Mayo Clinic Press books Freelance Reporter, New York Times (and others) XC and track coach, SIS Degrees: Columbia University (Jpurnalism) St. John’s University (English) Diversity Experience None Other Organizations None Email not displaying correctly? View it in your browser. Email Home Phone Occupation Digital Technology Engineer Office Phone Field not completed. Step 3 How long have you been a Village resident? 2 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? Yes If so, what activities? Typical 7am-4pm work hours Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Village Manager's Memo Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. I am interested in the Parks & Public Spaces Commitee. I CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. General Interest have an affinity for design and reworking of public spaces. I think these spots are critical and often times overlooked. 'Third spaces' are a great spot for communities to grow and help foster better relationships. The more attractive you can make these spaces, they more people will show up. I walk throughout Shorewood everyday before work and any lunch break when I work from Home. I entertain myself on these walks by looking at village infrastructure and design and think about different ways to improve or make it aesthetically better. Education and Work Experience I graduated with a computer science degree. My formal education for design and review is limited. I have read various books about city infrastructure and how to best optimize streets equally for pedestrians, bikes, and motor vehicles alike. For work experience I had a summer long civil engineering internship where I was involved in infrastructure projects around the Rock County area. Diversity Experience I ran track and field at the University of Wisconsin- Milwaukee where I formed relationships and worked with others everyday who had backgrounds very different than my own. Through this experience I was able to empathize a lot better with different cultures/backgrounds as well as experience them in a way that I had not been accustomed to before. Other Organizations N/A Email not displaying correctly? View it in your browser. From: noreply@civicplus.com To: Mai Chang; Toya Harrell; Taliyah Cook Subject: Online Form Submittal: Volunteer Appointment Application Date: Wednesday, May 27, 2026 2:42:39 PM Volunteer Appointment Application Step 1 Volunteer Appointment Application The Village is recruiting community members to serve on its Boards, Commissions and Committees. Please fill out the following form to apply. If you want information about the application process or a description of each volunteer body, go to www.villageofshorewood.org/27/Boards-Committees . If you have any questions, please email Rebecca Ewald at rewald@shorewoodwi.gov or call at 414-847-2701. If you would like a printable PDF version of the application to mail or drop off at Village Hall, you can go here: https://www.villageofshorewood.org/DocumentCenter/View/194/Committee- Volunteer-Application-Printable-PDF I am interested in serving on: Parks & Public Spaces Committee For each Board, Commission and Committee you express interest, please rank your interest (with 1 being your highest interest followed by 2, 3, etc.) and identify if you’ve attended a previous meeting. I am interested in serving on the parks & public spaces committee. I have not attended a previous meeting. Other Field not completed. Step 2 First Name Jessica Last Name Sprague-Jones Home Address St Email @gmail.com Home Phone Occupation researcher Office Phone Field not completed. Step 3 How long have you been a Village resident? 10 years Are you familiar with the duties and responsibilities of this office? Yes Do you hold an elected or appointed public position or office? No If so, what office(s) or position(s)? Field not completed. Are there other activities in which you are involved that would interfere with your attendance or serve as a conflict of interest? No If so, what activities? Field not completed. Step 4 How did you hear about the opportunity to serve on the Village of Shorewood Committee? Friends / Neighbors Other: Field not completed. (Section Break) Short Answer Responses The Village Board is asking applicants to provide a short answer response to the CAUTION: This email originated from outside of the North Shore Consolidated O365 Email System (Bayside, Glendale, Shorewood, Brown Deer, Whitefish Bay, and North Shore Fire & Rescue). Do not click links or open attachments unless you recognize the sender and know the content is safe. following questions. The level of thought as well as quality included in your responses will be used by the Village Board to determine which applicants to interview for vacant positions on Village boards, commissions and committees. It is recommended to provide a response that is at least a paragraph in length however, this not required. General Interest I would like to serve as a volunteer for the Village because in the time I have lived here I have really come to appreciate the high quality of life we have in Shorewood and I want to do my part to contribute to it. I particularly appreciate the parks and public spaces we have here, and most of my daily travel is by foot or bicycle, so I feel a particular interest in supporting and improving street safety. I appreciate the pedestrian and master plan and would love to be a part of implementing it. Education and Work Experience I don't have any particular subject matter expertise, but I am a social scientist with pretty robust skills in research, data collection, and analysis. I work for a research center which specializes in community-engaged scholarship, and that job has given me a lot of valuable experience engaging community members and multiple diverse perspectives, identifying and articulating shared goals and strategic direction, and communicating complex and technical information in ways that are clear and engaging. Diversity Experience I'm not sure that I would bring a set of experiences that would improve the diversity of the committee. I am a white middle-aged straight woman with two kids under 18. Other Organizations I volunteer with the Milwaukee Turners, the League of Women Voters, and Souls to the Polls. Email not displaying correctly? View it in your browser. VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Consider approval of Application for Special Privilege Approval for a fence within the public right of way at 3615 N. Lake Dr. Date: June 15, 2026 Presenter: Bart Griepentrog, AICP Department: Planning and Development History – Please include a timeline of historical relevant events related to this agenda item. This may include previous Village Board action, policies, planning documents, etc. If able, hyperlink to previous agenda packets (include page number) to reference information. If there is no relevant history, N/A should be entered in this space. Per Village Code 466-18, special privilege approval is required for “obstruction or excavation on, or projections over, public thoroughfares.” The Village Board, subject to site review and confirmation of insurance documentation, has granted permanent Special Privileges for fences, retaining walls, landscaping, signs, and the like at both commercial and residential properties. All such approvals provide the Village the right to discontinue the special privilege for any reason at any time. Agenda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. Shane Zolper, property owner, has applied for approval to install perimeter fence pillars within the public right of way in front of his house at 3615 N. Lake Dr. The fence would encroach slightly into the right of way, which is 10.6 feet behind the sidewalk. The DPW has reviewed the plans and noted that there are no current conflicts with Village utilities or streetlights. As is standard, the property owner will be made aware that the Village will not be responsible for any damage or cost associated with rebuilding or repairing the fence within this location, should it ever interfere with public improvements. Fiscal Note – Please include the budget impact for this agenda item. A $50 fee was taken in with this request. The revenue from this application has been deposited in the Planning & Development Department’s “Other Permit” account (100-2400- 44350). Community and Business Outreach – If applicable, did you notify the community groups and businesses that are directly impacted by this agenda item. Please specify in attached communication plan how community groups and businesses will be informed of action after Village Board consideration. _____ Yes __ X __ No Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. I move to approve the Application for Special Privilege Approval for a fence within the public right of way at 3615 N. Lake Dr. Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include: agreements/contracts, presentation materials, letters, service proposals, etc. 1. Application for Special Privilege Approval – 3615 N. Lake Dr. VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Consider A mendment to Arcadis Contract to Bring it in Compliance with Innovation Grant Program Criteria Date: June 15, 2026 Presenter: Krisztina Dommer, Lauterbach and Amen Department: Finance . Background and Purpose In October 2025, the Village entered into an agreement with Arcadis to assist with the development of a comprehensive Lead Service Line Replacement (LSLR) Plan, long-term funding strategy, implementation roadmap, and communication framework in response to evolving federal and state drinking water regulations. The agreement established a planning framework to guide the Village's lead service line replacement efforts and identify funding strategies necessary to support future compliance requirements. In 2026, the Village Board authorized submission of Innovation Grant applications for both the Lauterbach & Amen Finance Director Services agreement and the Arcadis Lead Service Line Water and Finance Planning agreement. Under the Innovation Grant program, eligible municipalities may receive grant funding equal to 25% of eligible service costs associated with approved innovation initiatives. The Arcadis planning effort was identified as a qualifying project due to its focus on long- term infrastructure planning, funding analysis, implementation strategy development, and operational improvements associated with lead service line replacement activities. As implementation of the planning framework continues, staff has reviewed existing agreements to ensure services associated with the Village's Innovation Grant initiatives and long- term infrastructure planning efforts are appropriately documented within the applicable professional services agreements. The proposed amendment extends Arcadis services through December 31, 2030 and authorizes annual updates to the Village's Lead Service Line Replacement Plan for 2028, 2029, and 2030. These updates will allow the Village to incorporate changing regulatory requirements, evaluate implementation progress, identify additional funding opportunities, update replacement schedules, and maintain compliance with future planning requirements. Agenda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. Proposed Amendment • Extend the contract term through December 31, 2030. • Authorize Arcadis to prepare annual Lead Service Line Replacement Plan updates for 2028, 2029, and 2030. • Maintain the existing contract terms and conditions while updating the fee schedule for the extended service period. 2 Financial Impact • The original contract authorization was approximately $205,000. • The amendment adds $150,000 for services between November 1, 2027 and December 31, 2030. • The total contract authorization would increase to $355,000 and would not be exceeded without additional Village authorization. • The potential grant reimbursement impact is up to $88,750 reimbursed (or 25%). Community and Business Outreach – If applicable, did you notify the community groups and businesses that are directly impacted by this agenda item. Please specify in attached communication plan how community groups and businesses will be informed of action after Village Board consideration. ____ Yes __X__ No If Yes, identify how and what community groups and businesses were notified. Fiscal Note – Please include comments on the fiscal impact of this action. The fiscal impact of this action is detailed above, with an overall amendment adding $150,000 of proposed services into the future, as considered necessary. Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. Recommended motion: I move to approve Amendment No. 1 to the Arcadis Professional Services Agreement extending Lead Service Line Replacement Planning services through December 31, 2030 and authorizing preparation of annual Lead Service Line Replacement Plan updates for 2028, 2029, and 2030. Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include: agreements/contracts, presentation materials, letters, service proposals, etc. 1. Arcadis Shorewood Contract 30281471 Amendment No 1 Letter_June_2026 2. Arcadis Shorewood Contract 30281471 Amendment No 1_June 2026 3. !VMO_2025 ARCADIS LSL PLANNING_10-20-2025-10-20-2030 STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 1 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 This is an Agreement effective as of November 1, 2025 [“Effective Date”] between Village of Shorewood, WI [“Client”], a Municipal corporation, having its principal place of business at 3930 N. Murray Avenue, Shorewood, WI, and Arcadis U.S., Inc., [“Arcadis”] a corporation chartered under the laws of the State of Delaware, having its principal place of business at 630 Plaza Drive, Highlands Ranch, Colorado 80129 and an office at 790 N. Milwaukee St., Suite 100A, Milwaukee, WI. The Client intends to perform the Lead Service Line Replacement (LSLR) Planning [“Project”]. Client engages Arcadis to provide professional engineering services in support of its Project [“Services”]. The location of the Project is Village of Shorewood [“Site”], Wisconsin [“State”]. Arcadis’ Services for the Project are described generally as follows: See Schedule A In consideration of the mutual promises herein, Client and Arcadis agree that the terms and conditions of this Agreement are the following: 1 BASIC SERVICES 1.1 Scope. Arcadis shall provide the Basic Services described in Schedule A. Arcadis intends to perform the scope of services/work contemplated herein and in the contract documents through a combination of its own employees and employees of its affiliates, and the use of such affiliate labor shall not be deemed a subcontract for purposes of this Agreement. Arcadis’ obligations under this Agreement are solely for the benefit of Client and no other party is intended to benefit or have rights hereunder. 1.2 Standard of Care. Arcadis shall perform the Services under this Agreement at the level customary for competent and prudent engineers performing such services at the time and place where the Services are provided [“Standard of Care”]. These Services will be provided by licensed engineers and other professionals and individuals skilled in other technical disciplines, as appropriate. 1.3 Instruments of Service . Arcadis is responsible for the professional quality, technical accuracy, timely completion, and the coordination of all instruments of its Services including designs, drawings, specifications, reports [“Service Instruments”] and other services provided under this Agreement. 1.4 Indemnification. Arcadis agrees to indemnify and hold Client harmless from all losses and damages resulting from Arcadis’ failure to meet the Standard of Care. 1.5 Subcontractors. Any subcontractors and outside associates or consultants to be engaged by Arcadis under this Agreement are limited to those identified in Schedules A and B, or as Client specifically approves during the performance of this Agreement. 2 ADDITIONAL SERVICES 2.1 Scope. Arcadis will provide the Additional Services described in Schedule B when authorized in writing by Client. 2.2 Excluded Services. Client acknowledges the Services provided by Arcadis hereunder do not and shall not include: (1) serving as a “municipal advisor” for purposes of the registration requirements of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (2010) or the municipal advisor registration rules issued by the Securities and Exchange Commission; (2) advising Client, or any municipal entity or other person or entity, regarding municipal financial products or the issuance of municipal securities, including advice with respect to the structure, timing, terms, or other similar matters concerning such products or issuances; (3) the practice of law or other legal services; (4) nor any form of professional accounting or insurance advisory services. 3 SECTION 3 -- CLIENT'S RESPONSIBILITIES Unless stated otherwise in Section 8, Client shall do the following in a timely manner: 3.1 Client's Representative. Designate a representative having authority to give instructions, receive information, define Client's policies, and make decisions with respect to the Services. 3.2 Services Criteria. Provide all criteria and information as to Client's requirements for the Services, including objectives, concepts, constraints, and performance requirements, and any budgetary limitations. STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 2 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 3.3 Data. Give Arcadis all available information, including previous reports and any other data in the possession of Client relative to the Services. These data may include (1) data prepared by others, including borings, subsurface explorations, hydrographic surveys, and laboratory tests and inspections of samples, materials and equipment, (2) appropriate professional interpretations of such data, (3) environmental assessments and impact statements, (4) property, boundary, easement, right-of-way, topographic and utility surveys, (5) property descriptions, zoning, deed and other land use restrictions, and (6) other necessary special data or consultations. Arcadis may rely on the accuracy and completeness of the supplied data. 3.4 Access. Arrange for Arcadis to enter upon public and private property as necessary. 3.5 Review. Examine the Service Instruments and obtain the advice of attorneys, insurance counselors or other consultants as Client thinks appropriate. Render written decisions concerning the Service Instruments within a reasonable time. Client expressly acknowledges and agrees that the Services provided do not and shall not include: (1) serving as a “municipal advisor” for purposes of the registration requirements of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act (2010) or the municipal advisor registration rules issued by the Securities and Exchange Commission; (2) advising Client, or any municipal entity or other person or entity, regarding municipal financial products or the issuance of municipal securities, including advice with respect to the structure, timing, terms, or other similar matters concerning such products or issuances; (3) the practice of law or other legal services, nor any form of insurance advisory services. 3.6 Expert Advice . Provide legal, accounting, insurance or other necessary advisory services for the Services. Client expressly acknowledges and agrees that the Services provided do not and shall not include the practice of law or other legal services, nor any form of professional accounting or insurance advisory services. 3.7 Permits. Furnish approvals and permits from governmental authorities or other entities having jurisdiction over the Services and approvals from others as may be necessary for the timely completion of the Services. 3.8 Services Developments. Give prompt written notice to Arcadis whenever Client observes or otherwise becomes aware of any development that affects the scope or timing of Arcadis’ services. 4 PERIODS OF SERVICE 4.1 Time of Performance. Sections 4 and 5 anticipate the orderly and continuous progress of the Services. The time of performance contemplated is the period which should reasonably be required for the completion of the Services. 4.2 Delays. If Schedule A specifies periods of time for performance of services or specific dates by which services are to be completed and if such periods or dates are exceeded through no fault of Arcadis, the compensation specified under Section 5 shall be subject to equitable adjustment. 4.3 Start of Performance . Arcadis will start the Basic Services upon authorization by Client. Unless otherwise stated in this Agreement, signing of this Agreement by both Client and Arcadis will constitute such authorization. If Client elects to authorize Arcadis to proceed before signing this Agreement, Arcadis shall be paid as if the services had been performed after both parties signed the Agreement. 4.4 Completion of Performance . For the purposes of final payment under Section 5, completion of Arcadis’ services will occur upon delivery of the final report as specified in Schedule A or B, as appropriate. 4.5 Force Majeure. If a force, event, or circumstance beyond Arcadis’ control interrupts or delays Arcadis’ performance, the time of performance of the Basic or Additional Services shall be equitably adjusted. 5 COMPENSATION 5.1 Basic Services. Client shall pay Arcadis the Amount stated in invoices issued in accordance with Schedule C [Pricing Schedule] for actual work performed and Reimbursable Expenses incurred during the period covered by the invoice. Arcadis shall be entitled to invoice for affiliate labor in the same manner as it invoices its own employees. Invoices are due and payable within 30 days after receipt by Client. Client’s payments shall be in the form and shall be sent to the Arcadis address as described in the invoices. 5.2 Additional Services. Client shall pay Arcadis for Additional Services actually performed pursuant to Client's authorization and invoiced in accordance with the Pricing Schedule. 5.3 Litigation Services. If Client requires Arcadis’ services either as a witness in, or support of, litigation or other dispute resolution procedures between Client and a third party, Arcadis will provide such services in accordance with a Pricing Schedule for litigation services. In addition, Client will promptly reimburse Arcadis for its reasonable fees and expenses (including without limitation attorney’s fees and other legal costs incurred by Arcadis in response to a subpoena, or request for the production of documents, for any appearance at a deposition, trial or other legal proceeding) – provided Arcadis is not a named party to such legal proceeding. STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 3 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 5.4 Delay or Termination. 5.4.1 If Client delays the performance of, or payment for, services under this Agreement for more than 3 months for a reason(s) other than Arcadis’ fault, Arcadis may suspend performance until it receives payment in full for services rendered and expenses incurred to the date of suspension. 5.4.2 If Client terminates this Agreement prior to completion of the Basic Services, Arcadis shall be paid in full for services rendered and expenses incurred to the date of termination, including reasonable demobilization and termination expenses. 5.5 Disputed Amounts. Notwithstanding the provisions of Section 7, if Client disputes an item(s) or amount(s) contained in an invoice, Client agrees to pay the balance of the undisputed invoiced amounts to Arcadis in accordance with Schedule C. 5.6 Collection. Any reasonable attorneys' fees or other reasonable costs incurred by Arcadis in collection of delinquent amounts shall be paid by Client. 6 OPINIONS OF CONSTRUCTION COST 6.1 Construction Cost. If the Service Instruments includes an estimate of the cost of constructing a facility [ Construction Cost], that cost includes the total cost to Client of those portions of the Project described in the Service Instruments. Construction Cost will not include Arcadis’ compensation and expenses, the cost of land, rights of way, or compensation for properties. Construction Cost will also not include Client's legal, accounting, or insurance counseling services, or interest and financing charges incurred in connection with the Project, or the cost of services to be provided by others under paragraph 3.6 unless otherwise specified in Schedule A. 6.2 Opinions of Cost. Arcadis’ opinion of probable Construction Cost is made on the basis of Arcadis’ experience and qualifications and represents Arcadis’ judgment as an experienced and qualified professional engineering firm, familiar with the construction industry. Arcadis does not guarantee that proposals, bids or actual Project cost will not vary from Arcadis’ opinions of probable Construction Cost. 7 GENERAL CONSIDERATIONS 7.1 Changes. By written notice at any time, Client may change the Basic Services, provided such changes are within the general scope of the services contemplated by this Agreement. In such event, an equitable adjustment both in the compensation for and time of performance of the Agreement shall be made in writing prior to Arcadis’ performing the changed services. 7.2 Confidentiality. Arcadis will hold secret and confidential all information designated by Client as confidential [ Confidential Information]. Arcadis will not reveal Confidential Information to a third party unless: 7.2.1 Client consents in writing; 7.2.2 the information is or becomes part of the public domain; 7.2.3 Arcadis lawfully possessed the information before receipt from Client; 7.2.4 applicable law, regulation, court order or an agency of competent jurisdiction requires its disclosure; or 7.2.5 failure to disclose the information would pose an imminent and substantial threat to human health or the environment. 7.3 Professional Service. The Service Instruments furnished under this Agreement are the tangible results of Arcadis’ professional services for the Services and Arcadis shall have the right to use or reuse and retain the copyright of the Service Instruments for its purposes and at its sole risk, without liability to Client. 7.3.1 Reuse. Arcadis does not represent the Service Instruments to be suitable for reuse by Client or others for extensions of the Services or on any other project. Any reuse without written verification or adaptation by Arcadis for the specific purpose intended is at Client's sole risk, without liability to ARCADIS. Any such verification or adaptation will entitle Arcadis to compensation at rates to be agreed on by Client and ARCADIS. 7.3.2 CADD. Arcadis may provide information related to the Service Instruments in computer-assisted design and drafting format [CADD] to Client. CADD is derived in part from computer software for which Arcadis is licensed. These licenses are not transferable. Any unlicensed reuse of CADD may subject the user to liabilities to the software licensor. 7.3.3 Electronic Media. Either party to this Agreement may rely on the data or information set forth on paper (also known as “hard copies”) that the party receives from the sending party by mail, hand delivery, or facsimile as items the sending party intended to send. Data or information send in electronic media format by one party to the other party are furnished only for the convenience of the receiving party and shall not be relied upon by the receiving party. If there is a discrepancy between the data received in electronic media format and the hard copies, the hard copies govern. Any conclusion or information obtained or derived from the data in electronic media format shall be at the user’s sole risk. When transferring documents in electronic media format, the sending party makes no representations as to the long term compatibility, usability, or readability of such STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 4 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 documents resulting from the use of software, application packages, operating systems or computer hardware differing from those used by the document’s creator. 7.4 Insurance. Arcadis will maintain insurance against the following risks during the term of the Agreement: 7.4.1 workers compensation in statutory amounts and employer's liability for Arcadis’ employees' Services-related injuries or disease; 7.4.2 general liability and automobile liability each in the amount of $1,000,000 for personal injury or property damage to third parties which arises from Arcadis’ performance under this Agreement; and 7.4.3 professional liability in the amount of $1,000,000 for legal obligations arising out of Arcadis’ failure to meet the Standard of Care. 7.5 Interpretation. This Agreement shall be interpreted in accordance with the laws of the State. 7.6 Successors. This Agreement is binding on the successors and assigns of Client and ARCADIS. The Agreement may not be assigned in whole or in part to any third parties without the written consent of both Client and ARCADIS. 7.7 Independent Contractor. Arcadis represents that it is an independent contractor and is not an employee of Client. 7.8 Disputes. If any dispute arises out of or relates to this Agreement, or the breach thereof, then in the first instance, representatives of both parties shall endeavor in good faith to negotiate a settlement of the dispute. If such dispute cannot be settled through direct discussions by such representatives of the parties, then higher level representatives of both parties shall endeavor in good faith to negotiate a settlement of such dispute. If such dispute cannot be settled through direct discussion by such higher level representatives of the parties, then the parties agree to submit the matter to mediation before having recourse to a judicial forum. No written or oral representation made during the course of any settlement negotiations or mediation shall be deemed a party admission. 7.9 Notices. Written notices may be delivered in person or by certified mail, by facsimile, or by courier. Such notices shall be effective upon the date of receipt by the party. Notices shall be delivered or sent to the designated representative of the other party at the address given on the cover page of this Agreement. An address may only be changed by written notice. 7.10 Applicable Law. Arcadis and Client shall comply with all applicable federal, state and local laws, regulations or orders issued under such laws prohibiting any form of kickback, bribery or corrupt practices as defined in the Anti-Kickback Act of 1986, the Foreign Corrupt Practices Act and all other applicable federal, state, local laws, regulations or orders issued under such laws regarding kickbacks, bribery or corrupt practices. If applicable to this Agreement, Arcadis will comply with the requirements of: 7.10.1 the Equal Employment Opportunity clause in Section 202 of Executive Order 11246, as amended, 7.10.2 Utilization of Small and Disadvantaged Business Concerns (Public Law 95-507), and 7.10.3 all other federal, state and local laws and regulations or orders issued under such laws. 7.11 Entire Agreement. This Agreement, including any schedules, attachments and referenced documents, is the entire agreement between Client and the ARCADIS. Any prior or contemporaneous agreements, promises, negotiations or representations not expressly stated herein are of no force and effect. Any changes to this Agreement shall be in writing and signed by Client and ARCADIS. 7.12 Waivers and Severability . A waiver or breach of any term, condition, or covenant by a party shall not constitute a waiver or breach of any other term, condition or covenant. If any court of competent jurisdiction declares a provision of this Agreement invalid, illegal, or otherwise unenforceable, the remaining provisions of the Agreement shall remain in full force and effect. 7.13 Effective Date. Unless stated otherwise in Schedule A, this Agreement is effective on the date shown on the cover page. 8 SPECIAL PROVISIONS, EXHIBITS and SCHEDULES 8.1 Special Provisions. This Agreement is subject to the following special provisions: N/A 8.2 Schedules. The following Schedules are attached to and made a part of this Agreement: 8.2.1 Schedule A "Scope of Basic Engineering Services and Related Matters" 8.2.2 Schedule B "Additional or Optional Engineering Services" 8.2.3 Schedule C "Pricing Schedule" 10-24-2025 STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 6 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 Schedule A Scope of Basic Engineering Services and Related Matters A.1 The scope of basic services consists of this page plus the following documents, attached and made part of this Agreement: a. Scope of Basic Engineering Services Lead Service Line, Water Main Evaluation, Schedule for Replacement and Financing Planning Project Task 1.1 – Project initiation, including research and information sharing, Request for Information List preparation, internal and external kick-off meetings Task 1.2 – Establish Plan Parameters, including a review of Client ordinances and policies, developing a prioritization strategy, and calculating annual lead service line replacement (LSLR) goals Task 2 – Develop a Replacement Plan, including an evaluation of other capital improvement projects that could include LSLR, development of a plan that follows federal law and any state guidance to comply with the USEPA Lead and Copper Rule Improvements (LCRI), and a review and guidance to apply GIS data management and reporting to track and share LSLR progress. Task 3 - Develop a Funding Plan, including coordinating a water distribution capital improvement projects and LSLR with timelines that fit approved Public Service Commission (PSC) timelines, identifying funding opportunities and preparing application materials, and preparing a long-term financing plan to implement LSLR activities. Task 4 – Develop an Implementation Strategy, including identifying resources needed and facilitating LSLR budgets, preparing a revenue sufficiency model to determine future revenue needs, offering recommendations for the next PSC rate case, drafting project timelines and an implementation calendar, and preparing materials to communicate the Strategy to internal and external stakeholders. Task 5 – Communications Support, including conducting a research and discovery meeting, preparing a Gap Assessment for public outreach, providing recommendations, sharing example outreach materials, drafting a public input and execution strategy and coordinating with Client communications staff and consultants. Task 6 – Prepare the Final LSLR Plan, including preparing a draft LSLR Plan by June 30th, 2027 and final LSLR Plan by September 30th, 2027. Task 7 – Prepare Annual LSLR Plan Updates for 2028, 2029 and 2030, including making adjustments for any changes in federal and state requirements, updating LSLR annual goal calculations, identifying new funding opportunities, reviewing public input, preparing draft and final plan updates to meet federal and state requirements. b. Preliminary Work Schedule – Please see attached 5-year Proposed Project Timeline. A.2 Subcontractors required for activities under this Schedule A will be identified prior to the commencement of such activities. STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 7 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 Schedule B Additional or Optional Engineering Services B.1 The Scope of Additional or Optional Engineering Services consists this of page plus the following documents, attached and made part of this Agreement: a. “In the event that Additional or Optional Engineering Services are identified and required under this Agreement at a later time, Client will provide Arcadis written authorization to perform such Services.” STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 8 of 8 Water/Wastewater Study Phase Services Between Village of Shorewood, WI and Arcadis U.S., Inc. Project Number: 30281471 December 2014 Shorewood Arcadis LSLR Contract 30281471 Schedule C Pricing Schedule C.1 The Pricing Schedule consists of this page plus the following documents, attached and made part of this Agreement: a. Summary of Charges C.2 Terms of Payment C.2.1 Fixed Rates. For Basic Services under Section 1, Client shall pay Arcadis on the basis of standard hourly rates for technical work actually performed. See attached Schedule C Shorewood Fee Schedule 2025-2027 The estimated cost of the Consultant's services under Section 1 is $205,000 through 2027. C.3 Reimbursable Expenses. Except for certain in-house services, project expenses incurred with subcontractors and outside vendors will be invoiced at cost plus 10% to cover handling. These project expenses may include, but are not limited to: shipping charges; printing; supplies; equipment; traveling expenses; special insurance; licenses; permits; and subcontracted services. In-house services not subject to handling costs are: Transportation: Current IRS mileage reimbursement rate Specialty Equipment: In accordance with a usage rate schedule C.4 Invoices. Arcadis will submit invoices to Client for each month during which services were performed. Invoices may include carrying charges at 1.5% per month for delinquent payments outstanding over 30 days and applicable sales or value-added taxes. Proposed Project Timeline Shorewood Lead Service Line, Water Main Evaluation, Schedule for Replacement and Financing Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 J-M A-J J-S O-D J-M A-J J-S O-D J-M A-J J-S O-D J-M A-J J-S O-D J-M A-J J-S O-D J-M A-J J-S O-D 1-3 4-6 7-9 10-12 1-3 4-6 7-9 10-12 13-15 16-18 19-21 22-24 25-27 28-30 19-21 22-24 13-15 16-18 19-21 22-24 13-15 16-18 19-21 22-24 1​.1 Project Initiation WIDNR SRF/LSLR Plan Research Research & Data Gathering RFI Prep Internal Kick Off Client Kick Off 1.2​ Establish Plan Parameters Review village ordinances/policies Prioritization Strategy Calculate Annual LSLR Goals 2 Develop Replacement Plan Eval existing CIP and link LSLR LSLR Plan Development GIS Data Management /Reporting Process 3 Develop Funding Plan Coord CIP with PSC Timeline ID Funding Opportunities Apply for other grants SDWLP Intent to Apply (Oct 31) SDWLP Application (June 30) Financing plan to implement CIP 4 Implementation Strategy Finalize strategy, plans and project schedule Identify resources needed and costs Prepare timeline and calendar Plan Write-up 5 Communications Research and Discovery Meeting Gap assessment Recommendations development Public input strategy and execution 6 Final LSLR Plan Draft Plan Prep & Compliance Check Review Meeting Public Meeting Final Plan 7 2028-2030 Annual Plan Updates Adjust for Compliance Changes Research/ID Funding Changes Public Input Review Update Progress and LSLR Calcs Draft Plan/Review Meeting Final Plan Update 2029 2030Phase # Task 2026 20272025 2028 SECTION 7. FEE PROPOSAL 103074487 Shorewood: Lead Service Line, Water Main Evaluation, Schedule for Replacement and Financing | 7-1 7. Fee Proposal In response to the Request for Proposal, Arcadis is pleased to provide our rates for 2025, 2026, and 2027 in the summary table below. Based on our understanding, the Village of Shorewood did not intend for respondents to submit a comprehensive cost proposal at this stage. However, we have developed preliminary project cost estimates for the five - year contract term and welcome the opportunity to discuss the detailed scope of work and full fee structure during the interview process. Job Title 2025 Rate 2026 Rate 2027 Rate Principal-in-Charge $ 325 $ 340 $ 355 Senior Engineer $ 300 $ 314 $ 328 Principal Consultant $ 265 $ 277 $ 289 Senior Consultant 2 $ 215 $ 225 $ 235 Senior Consultant 1 $ 190 $ 199 $ 207 Consultant 2 $ 180 $ 188 $ 197 Consultant 1 $ 165 $ 172 $ 180 Project Assistant $ 135 $ 141 $ 147 Graphic Designer $ 125 $ 131 $ 137 Technician $ 79 $ 83 $ 86 Page: 1/1 Rebecca Ewald Village Manager Village of Shorewood 3930 N Murray Avenue Shorewood, WI 53211 Email: rewald@shorewoodwi.gov Tel: 414.847.2701 Re: Village of Shorewood Contract Amendment: Lead Service Line, Water Main Evaluation, Schedule for Replacement and Financing Contract No.: 30281471 Amendment 1 Dear Ms. Ewald: Please accept this letter as our expression of interest in amending the current contract to extend it three additional years, through December 31, 2030. We welcome the opportunity to provide continued consultant services to support the Village of Shorewood with their annual Lead Service Line Replacement Plan updates for calendar years 2028, 2029, and 2030. We anticipate between $30,000.00 and $ 50,000.00 per year for these updates, depending on the extent to which changes are necessary. Please see the attached Amendment No. 1 of the contract for the supplemental budgeted amount of $150,000.00 and three additional years from November 1, 2027 through December 31, 2030, making the total 2025 – 2030 contract amount $355,000.00 We request that the contract amendment retains the same General Provisions, however, we have provided an updated Fee Schedule (attached). We appreciate the Village’s consideration and the opportunity to extend our professional services. As always, we look forward to continuing our work for the Village under this contract. Sincerely, Arcadis U.S., Inc. Jeanne Krueger Sherry Loos Principal-in-Charge/Vice President Funding Advisor/Technical Lead Attachments: Arcadis Shorewood Contract 30281471 - Amendment No. 1 Amendment No. 1 Updated Fee Schedule Arcadis U.S., Inc. 790 N Milwaukee Street Suite 100A Milwaukee Wisconsin 53202 Tel 414.276.7742 www.arcadis.com Date: June 5, 2026 Contact: Sherry Loos Phone: 317-236-2841 Email: Sherry.Loos@arcadis.com Our ref: 30281471.0000 STANDARD AGREEMENT FOR PROFESSIONAL SERVICES Page 1 of 1 Between Village of Shorewood and Arcadis U.S., Inc. Project Number: 30281471 AMENDMENT No. 1 Version: DEC 2010 Arcadis Shorewood Amendment No 1 2028-2030.doc An Agreement was executed on October 6, 2025 between Village of Shorewood, having its principal place of business at 3930 N Murray Avenue, Shorewood, WI, and Arcadis U.S., Inc. [Arcadis], having its principal place of business at 630 Plaza Drive, Highlands Ranch, Colorado 80129 and having an office at 790 N Milwaukee St., Suite 100A, Milwaukee, WI. Under the Agreement, Arcadis provides professional engineering services related to Lead Service Line and Water Main Replacement Planning in Shorewood, Wisconsin. Client and Arcadis now desire to amend the Agreement to include the amended Services as described below. In consideration of the mutual promises in the Agreement, Client and Arcadis agree to amend the Agreement as the following: 1. Prepare annual updates to the Village of Shorewood’s Lead Service Line Replacement Plan in 2028, 2029, and 2030. 2. Scope as outlined in item 1 above will be performed annually, as directed by the Village of Shorewood, between November 1, 2027 and December 31, 2030. 3. Updated Fee Schedule (attached) 4. This Amendment is for work performed between November 1, 2027 and December 31, 2030. With this Amendment, the total contract amount from November 1, 2025 through December 31, 2030, will be $355,000.00 and will not exceed $355,000.00 without written authorization from the Village of Shorewood. Other Provisions. Except as amended herein, all other provisions, terms and conditions in the Agreement shall remain in full force and effect. Execution Authority . This Amendment to the Agreement is a valid and authorized undertaking of Client and Arcadis. The representatives of Client and Arcadis who have signed below have been authorized to do so. IN WITNESS WHEREOF, the parties hereto have made and executed this Amendment to the Agreement as of this date: _______________, 20___. Client Arcadis U.S., Inc. By ______________________________________ By ___________________________________ Jeannie Krueger Title _____________________________________ Title Principal-in-Charge / Vice President Witness ________________________________ Witness ________________________________ Address for Giving Notice Address for Giving Notices: Attention: Rebecca Ewald Attention: Jeannie Krueger Village of Shorewood Arcadis U.S., Inc. 3930 N Murray Avenue 225 W Wacker Dr, Suite 2015 Shorewood, WI 53211 Chicago, IL 60606 Telephone: 414-847-2701 Telephone: 773-805-4062 CONTRACT 30281471, AMENDMENT NO. 1 - UPDATED FEE PROPOSAL 103074487 Shorewood: Lead Service Line, Water Main Evaluation, Schedule for Replacement and Financing | 7-1 Fee Proposal In response to the Request for an Amendment to extend the project through 2030, Arcadis is pleased to provide this updated summary table of rates for 2026 through 2030. Job Title 2026 Rate 2027 Rate 2028 Rate 2029 Rate 2030 Rate Principal-in-Charge $ 340 $ 355 $ 371 $ 388 $ 405 Senior Engineer $ 314 $ 328 $ 343 $ 358 $ 374 Principal Consultant $ 277 $ 289 $ 302 $ 316 $ 330 Project Manager $ 247 $ 258 $ 270 $ 283 $ 296 Senior Consultant 2 $ 225 $ 235 $ 246 $ 257 $ 268 Senior Consultant 1 $ 199 $ 207 $ 216 $ 226 $ 236 Consultant 2 $ 188 $ 197 $ 206 $ 215 $ 225 Consultant 1 $ 172 $ 180 $ 188 $ 197 $ 205 Project Assistant $ 141 $ 147 $ 154 $ 161 $ 168 Graphic Designer $ 131 $ 137 $ 143 $ 150 $ 156 Technician 2 $ 89 $ 93 $ 97 $ 101 $ 106 Technician $ 83 $ 86 $ 90 $ 94 $ 98 VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Consider award of contract for 2026 Lake Drive Lead Service Replacement Program (meeting #17) Date: June 15 , 2026 Presenter: Leeann Butschlick, Public Works Director Department: Water Utility/Public Works History – Please include a timeline of historical relevant events related to this agenda item. This may include previous Village Board action, policies, planning documents, etc. If able, hyperlink to previous agenda packets (include page number) to reference information. If there is no relevant history, N/A should be entered in this space. 2/23/2016 State/Municipal Agreement drafted for STH 32/Lake Drive project 4/16/2018 Village Board approves reconfiguration of Lake Drive from four to two driving lanes, see detailed history, memo and traffic analysis attached. WisDOT approved of the lane reduction. 5/11/2020 WisDOT approves Kapur Associates project design scope 6/15/2020 Village Board approves revised State and Municipal Agreement for Lake Drive reconstruction 10/19/2020 WisDOT representative presents October 15, 2020, design options letter to Village Board 12/21/2020 WisDOT representative presents December 8, 2020 design options letter ( see p. 6 of packet) to the Village Board that now includes a replace in kind option and acknowledges the Village Board's unanimous desire to maintain the roadway in its current configuration. During the meeting WisDOT relayed that the public feedback and federal requirements determine the design selected. 5/12/2021 WisDOT relayed they sent postcards to each of the 585 properties within 500' of the Lake Drive project advising them of the upcoming Public Informational Meeting #1. 5/18/2021 WisDOT holds a Local Public Officials meeting, prior to the first Public Informational Meeting. The Village requested that the presentation reflect that the Village unanimously requested the "Replace in Kind" option. WisDOT would not include the information in the presentation; however, allowed Village officials to note this information following their presentation to the public. The Village President, Tr. Stokebrand, Tr. Bockhorst and Village Manager Ewald were in attendance to convey this message. 5/20/2021 VM Memo released a feature story regarding the upcoming WisDOT Public Information Meeting 5/21/2021 The Village Manager's Office provided a press release to news outlets advertising the WisDOT Public Information Meeting. The Journal Sentinel and Patch ran stories regarding the upcoming public meeting. 5/25/2021 WisDOT held virtual Public Informational Meeting #1 6/8/2021 WisDOT met with property owners on Lake Drive per their request. Public Works Director Butschlick attended on behalf of the Village and agreed to provide a review of existing driveway spacing in comparison to legal parking stall placement. 6/21/2021 The Village requested WisDOT provide written response to the following questions: 1) who specifically (names/contact information/committee/organizations) makes the decision on the design; 2) what factors are weighted in the design selection process; 3) when will a decision be made and how will it be communicated; 4) request to forward the public informational process being used to determine the design; 5) identify the specific direction WisDOT was looking to obtain from the Village Board at their regularly scheduled meeting on August 2, 2021. Email of this request previously distributed. Lake Drive 2026 LSLR contract award June 15, 2026 2 In addition, WisDOT offered by phone to host a Q&A session in July and keep the WisDOT survey open for the public to submit comments until after the Q&A session. The Village followed up via email to confirm and offered dates of availability for the Q&A meeting. 6/23/2021 WisDOT requested a meeting with the Village President. The Village requested that we first obtain answers to the questions on the process sent on 6/21 and that given public interest in this project, that WisDOT meet with the entire Village Board at their regular meeting on 7/6. 6/24/2021 WisDOT verbally agreed to participate in the 7/6 meeting to discuss the project with the Village Board. In addition, they stated they would be reviewing their calendars for a public WisDOT Q&A session on the design in July. The Village again made a request for responses to earlier questions regarding the design selection process by 6/30 so that we could review the information in advance of the 7/6. Later in the day WisDOT confirmed in writing their attendance at the 7/6 Village Board meeting, confirmed scheduling the Q&A session in July and advised they would send answers to our questions by the end of the week. 6/28/2021 WisDOT notified the Village they would send responses by the end of the day and extended the survey timeline to the end of July; however, they would no longer be providing a WisDOT Q&A session in July or meet with the Village Board on July 6. WisDOT instead advised they would meet with the Village Board on August 2 at their regularly schedul ed meeting. 6/28/2021 WisDOT provided responses to the Village Board questions, see attachment and updated process timeline. 6/28/2021 It's the Village's understanding that a property owner scheduled a meeting with WisDOT staff on this date. The Public Works Director was invited but was unable to attend; we were informed following the meeting that WisDOT stated the process timeline for the project was already out of date. 7/2021 WisDOT issues project update letter to Shorewood residents which states focus on maintaining current roadway width of 44 feet. 7/2021 WisDOT informs Village that it will be conducting parking study in project corridor. 8/7/2021 Kapur conducts WisDOT parking study. 9/8/2021 Village Board approves agreement with Kapur to conduct a green infrastructure feasibility study. 9/2021 Kapur completes parking study. WisDOT begins review. 2/7/2022 Village Board receives Kapur GI findings, approves installation of 48” catch basin structures. 4/18/2022 WisDOT presented the parking study findings to the Village Board. 5/16/2022 Village Board affirms previous guidance to “maintain current typical roadway section in the reconstruction of Lake Drive, which includes shared parking and bike lanes on both sides with safe travel lanes” 6/14/2022 Local Officials meeting 6/21/2022 Public Involvement Meeting #2 11/7/2022 WisDOT and engineer present design considerations including schedule, bumpouts, crosswalk location and marking, RRFB use and locations and typical section alternatives. During Board meeting action is taken to advance schedule to 2025, including bumpouts and marked crosswalks (ladder style) at Edgewood, Menlo, Jarvis, Olive and Kensington intersections. RRFBs to be included at Menlo and Jarvis. 11/15/2022 Parks and Public Spaces Committee considers typical section feasible alternatives 11/21/2022 Village Board approves typical section consisting of a buffered five-foot bike lane with parking at the curb on the east side of the corridor and no parking on the west side. 11/21/2022 Village Board approves contract with Kapur Associates (subcontractor Single Source, Inc.) for real estate acquisition services. Lake Drive 2026 LSLR contract award June 15, 2026 3 6/19/2023 Village Board approves Resolution 2023-14 authorizing the Director of Public Works to act on its behalf to approve items in relation to the acquisition of temporary limited easements for the Lake Drive STH 32 project 7/3/2023 Village Board approved Relocation Order and Associated Right of Way Plat 9/5/2023 Village Board approves State Municipal Agreement Second Revision 4/1/2024 Village Board defers approval of Kapur proposal for lead service line replacement and directs staff to obtain additional proposal from Village Engineer 5/20/2024 Village Board approves professional services agreement with Kapur & Associates for Private Lead Service Line Replacement engineering & inspection 6/16/2025 Village Board approves amendment to professional services agreement incorporating Clean Water Fund loan work scope 4/20/2026 Project contract awarded to Aflson Excavating LLC. Bid publication process later determined not to be in compliance with WI statutory requirements. The WisDOT 2025 Lake Drive reconstruction project included replacement of watermain and public side water services (only) with the understanding that the private side lead services would be replaced under a separate Village project. Agenda Item Discussion – Please provide a summary of the agenda item along with bullet points highlighting the main items and key issues to be discussed. Please recall that a contract was awarded at the April 20, 2026 Village Board meeting for the Lake Drive Private Lead Service Line Replacement project. During the course of providing required documents to the WDNR for the Safe Drinking Water Loan funding, it was discovered that the project’s public notice document had not been published in accordance with statutory requirements. As such, the Village Attorney advised that the contract with the low bidder, Alfson Excavating LLC, was void and that the project must be re-bid. The Village received only one bid – from the original low bidder - in the repeated process. Please note the rebid project scope added nine (9) additional properties. Voided bid amount Rebid amount Original Engineer’s Estimate Alfson Excavating, LLC 345,880.00 635,200.00 694,784.00 The project engineer and staff are evaluating the bid. Information on the comparison will be provided at your meeting. Fiscal Note – If applicable, please address the financial impacts of the item. The private lead service line replacement costs is intended to be funded through a WDNR Safe Drinking Water Loan. Lake Drive 2026 LSLR contract award June 15, 2026 4 Community and Business Outreach – If applicable, did you notify the community groups and businesses that are directly impacted by this agenda item. Please specify in the attached communication plan how community groups and businesses will be informed of action after Village Board consideration. __X__ Yes ____ No If Yes, identify how and what community groups and businesses were notified. Project notifications previously mailed; all owner consent forms have been obtained. Action Required / Recommended – Please include the recommended motion or possible actions for this agenda item. Public Works and Finance staff will make a recommendation to either award or reject the bid on Monday evening, following the bid evaluation. Attachments – Please list the following attachments and supporting documents for this agenda item. Some attachments may be hyperlinked. Include Fiscal notes, if applicable, as the first attachment following this memorandum. Attachments may include agreements/contracts, presentation materials, letters, service proposals, etc. None. VILLAGE OF SHOREWOOD REPORTS AND PRESENTATIONS TO VILLAGE BOARD Agenda Item: Consider short term rental ordinance and room tax associated to be reviewed by Community & Business Relations Committee. Date: June 15, 2026 Presenter: Rebecca Ewald, Village Manager Department: VMO History Permitted and prohibited uses are defined within the Village of Shorewood Code's Zoning Chapter 535. Per 535-26E(3)m "tourist homes" are defined as a prohibited home occupation in the Village's R-1 through R-7 residential districts. Wisconsin's State Statutes limit the enforcement of this prohibition if the dwelling unit is rented out for seven consecutive days or longer. [66.1014(2)a] If a dwelling unit is being rented out for short -term rental purposes in compliance with Village Code and State Statutes, a lodging facility license shall be obtained from the North Shore Health Department. April 1, 2019 – the Village Board agreed to consider a policy on AirBnbs or tourist homes. October 7, 2019 – the Village Board deferred discussion on a tourist home policy until after completion of the housing analysis, see packet materials starting on pg. 88. Overview City of Glendale recently passed an ordinance for short-term rentals and charges for room tax of short-term rentals. Given previous discussion on this topic, the Village Board is consulted to see if review and consideration of like requirements is something the group would like to consider. Financial Impact: unknown currently Possible motion: No action OR I move to have the Community & Business Relations Committee consider short-term rental ordinance and room tax associated. Attachments: 1. City of Glendale memos and ordinances 7/12/22, 12:32 PM Inside Track: Short-Term Rentals: As a Vacation Hub, Wisconsin Navigates the Laws of Leisure: https://www.wisbar.org/NewsPublications/InsideTrack/Pages/Article.aspx?Volume=14&Issue=9&ArticleID=29117 1/8 MAY 18, 2022 Short-Term Rentals: As a Vacation Hub, Wisconsin Navigates the Laws of Leisure The rise of short-term vacation rentals over the years, through websites like Airbnb and Vrbo, has created some legal friction between homeowners and municipalities. JEFF M. BROWN May 18, 2022 – Memorial Day is right around the corner. Soon families will pack their swim trunks, bug spray, and fishing tackle and head for vacation spots across Wisconsin. For some, the destination is a cabin that’s been in the family for generations. But an increasing number are turning to short-term rentals of private homes, a trend with implications for property, land use and municipal law. Shift in Work-Life Balance Several factors are behind the increase in short-term vacation rentals. One is the long American workweek and the decades-long rise of households with both parents working, which may leave less free time for family vacations. Another is the advent of online vacation rental services like Airbnb and Vrbo. With a few photos and click of the mouse, absent owners can turn vacant homes into income properties, offering vacationers lodging choices beyond hotels and traditional bed-and-breakfasts. TimesharesandZoning Search the site Log In here MAY 2022 VOLUME 14 NUMBER 9 BI-WEEKLY NEWSLETTER OF THE STATE BAR OF WISCONSIN Comments (0) SHARE THIS: AAA 7/12/22, 12:32 PM Inside Track: Short-Term Rentals: As a Vacation Hub, Wisconsin Navigates the Laws of Leisure: https://www.wisbar.org/NewsPublications/InsideTrack/Pages/Article.aspx?Volume=14&Issue=9&ArticleID=29117 2/8 Jeff M. Brown is a legal writer for the State Bar of Wisconsin, Madison. He can be reached by email or by phone at (608) 250-6126. Timeshares and Zoning Short-term vacation rentals in Wisconsin and legal disputes surrounding them have been around for decades. Zoning law provided the backdrop for a dispute over a short-term vacation rental that reached the Wisconsin Court of Appeals in 1985. It was a time when many families without a vacation home spent their week at the lake in a multi-family lodge (think “The Great Outdoors”). In that pre-internet era, one alternative to a lodge or a family cabin was the timeshare, an arrangement where multiple buyers own allotments of usage, usually in one-week increments, in a property. John Harding sought a permit to build a timeshare in Door County. The property would be owned by 13 families, each entitled to occupy the property for four weeks each year. The county turned Harding down, claiming the timeshare would violate a zoning ordinance that restricted the use of the property to a single-family dwelling. In State ex rel. Harding v. Door County Adj. Board, 125 Wis. 23 269, 371 N.W.2d 403 (1985), the court of appeals held that the county zoning ordinance did not prohibit a timeshare, because the ordinance focused on how the property would be used by its occupants rather than by its owners. Because the proposed time share would be used by a single family during any one four-week period, the court of appeals reasoned, it complied with the ordinance. Single-Family Dwelling? A similar zoning ordinance was at the center of a 2015 court of appeals case over short-term vacation rentals. In Heef Realty & Invs., LLP v. City of Cedarburg Bd. of Appeals, 2015 WI App 23, 361 Wis. 2d 185, 861 N.W.2d 797, the court of appeals held that an ordinance did not prohibit short-term rentals in a zone in which “single-family dwellings” were allowed. A related ordinance defined “dwelling” as buildings “designed or used exclusively as a residence … but not including boarding or lodging houses, hotels, motels, tents, cabins, or mobile homes.” The court of appeals began its analysis by noting a Wisconsin Supreme Court decision holding that zoning provisions must be clear and unambiguous because they represent a departure from the common law, which favors the free use of private property. The Heef court then concluded that its decision in State ex rel Harding was controlling. The City of Cedarburg argued that State ex rel Harding shouldn’t control because that case turned upon whether a single family would be occupying the property at any one time, rather than whether renting a property to tourists or other temporary guests constituted a residential use. But the court of appeals reasoned that terms like “single-family,” “residential,” and “dwelling” did not set temporal restrictions on the use of a property. If the city wanted to require a certain period of occupancy before a property counted as a dwelling or a residence, the court of appeals held, it needed to do so with clear and unambiguous wording. A Not-So-Restrictive Covenant A dispute over the applicability of a restrictive covenant to short-term vacation rentals made its way to the Wisconsin Supreme Court in 2018. In Forshee v. Neuschwander, 2018 WI 62, 378 Wis. 2d 222, 904 N.W.2d 371 the supreme court affirmed (6-1) a court of appeals decision holding that a restrictive covenant prohibiting commercial activity on subdivision lots did not bar short-term rentals. Lee and Mary Jo Neuschwander used their property in Hayward as a vacation home but used Vrbo to rent the home out on a short- and long-term basis when they weren’t there. Several neighbors objected to the rentals and sued the Neuschwanders. The lead opinion, written by then-Chief Justice Patience Roggensack and joined by two other justices, held that the term “commercial “As new arguments are developed, new fact situations presented, and new legislation passed, the law will continue to evolve in this area.” – Justice A.W. Bradley, dissenting in Forshee v. Neuschwander. “ ” 7/12/22, 12:32 PM Inside Track: Short-Term Rentals: As a Vacation Hub, Wisconsin Navigates the Laws of Leisure: https://www.wisbar.org/NewsPublications/InsideTrack/Pages/Article.aspx?Volume=14&Issue=9&ArticleID=29117 3/8 “Communities are figuring out ways to adopt regulations which maybe aren’t satisfying to everyone, but it is quieter,” says Curt Witynski, Deputy Executive Director, League of Wisconsin Municipalities. activity” was ambiguous and therefore unenforceable. The term was ambiguous, Roggensack explained, because it was undefined in the covenant and because the court was unable to divine the term’s meaning by looking to the context of the covenant. In her concurrence, Justice Shirley Abrahamson concluded that the term “commercial activity” was unambiguous, and that the Neuschwanders hadn’t violated the covenant because short-term rentals were not commercial activity. Abrahamson based her reasoning in part on her conclusion that the short-term renters were using the property for the same residential purposes that both the Neuschwanders and their neighbors were using their respective properties. In his concurrence, Justice Daniel Kelly (joined by Justice Rebecca Bradley) concluded that the covenant only barred commercial activity on the property. Renters were not engaged in the commercial activity of renting on the property, Kelly explained, but were rather engaged in the non- commercial activity of sleeping, cooking, eating, and relaxing. Justice Ann Walsh Bradley dissented. The fact the Neuschwanders took in $55,784.93 in rent from the property in 2015 and paid $4,973.81 to the City of Hayward in room tax warranted a conclusion that the Neuschwanders were engaged in commercial activity on the property. A.W. Bradley also warned that the lead opinion’s impact was not limited to residential properties used as short-term vacation rentals, given the historically widespread use of the term “commercial activity” in restrictive covenants. Common Complaints Among the complaints cited by neighbors opposed to short-term rentals are weekend rentals marked by binge drinking, loud music, cars cramming lakeside lanes, and overflowing garbage cans. But the effects short-term rentals have on year-round residents can stretch beyond late-night annoyances. Curt Witynski, deputy executive director for the League of Wisconsin Municipalities, said Ashwaubenon residents have complained that they’re being priced out of the housing market as values are driven up by nonresidents who buy houses in Brown County to rent them out for Packers games. Balancing Act Municipalities heard the complaints and moved to address them. Some cities and towns in Wisconsin enacted bans on renting property for less than 30 days at a time. But in 2017, the legislature limited the ability of municipalities to restrict short-term rentals with an act that became law as part of the budget bill. Under the act, a municipality may only prohibit rentals fewer than seven days in length. They may also cap the total number of days in a year when a property may be rented, as long as the cap numbers 180 or greater and the property is rented for periods of between six and 28 days at a time. The maximum number of allowable rental days may run consecutively, but municipalities may not specify the season during which the days may run. The act requires anyone who maintains, manages, or operates a short-term rental for more than 10 nights a year to obtain a tourist rooming house license from the Department of Agriculture, Trade and Consumer Protection (DATCP). The act allows municipalities to enact short-term rental regulations that are not inconsistent with the act, including requiring the owners of short-term rentals to obtain a municipal license in addition the tourism rooming house license from DATCP. Municipalities Adapt Witynski said the law is having an effect. “Communities are figuring out ways to adopt regulations which maybe aren’t satisfying to everyone, but it is quieter,” Witynski said. But having a law on the books is one thing, enforcing it another. Rural municipalities with small tax bases, including many in areas of the state long popular with summer visitors, sometimes struggle to find the resources to enforce short-term rental ordinances. Short-termrentalregulationsadoptedbytheTownofHollandinthewakeoftheact’spassagewerechallengedinalawsuitfiledin 7/12/22, 12:32 PM Inside Track: Short-Term Rentals: As a Vacation Hub, Wisconsin Navigates the Laws of Leisure: https://www.wisbar.org/NewsPublications/InsideTrack/Pages/Article.aspx?Volume=14&Issue=9&ArticleID=29117 4/8 “It’s the behavior that should be regulated, not the duration of the tenancy,” says Tom Larson, Senior Vice President of Legal and Public Affairs, Wisconsin Realtor Association. Short-term rental regulations adopted by the Town of Holland in the wake of the acts passage were challenged in a lawsuit filed in Sheboygan County in June 2019. Those regulations specified the following: owners who lived more than 35 miles away from the rental property must hire a local property manager; owners must maintain homeowner’s liability or business liability insurance and provide proof of insurance; the town could revoke the owner’s municipal rental license for unpaid fees, taxes, or forfeitures or for any violation of state or local laws; and owners must provide at least one parking space for every four occupants. The plaintiffs argued that the 2017 act preempted local short-term rental regulations. They also argued that: 1) the short-term rentals did not involve commercial activity; and 2) the town’s regulations were inconsistent with the 2017 act. But the circuit court granted the defendant’s motion for summary judgment, ruling that the act left municipalities with some authority to regulate short-term rentals and the town’s regulations were consistent with the act. ‘A Reasonable Regulatory Framework’ Tom Larson, senior vice president of legal and public affairs with the Wisconsin Realtors Association, said his organization has filed multiple lawsuits around the state to compel municipalities to comply with the 2017 act and “create a reasonable regulatory framework.” With regard to some of the common complaints about short-term vacation rentals, Larson said municipalities should curb noisy and annoying behavior regardless of whether it’s exhibited by short-term renters or full-time residents. “It’s the behavior that should be regulated, not the duration of the tenancy.” Larson said many people have long maintained second homes in Wisconsin, a tradition that’s been a boon to the state’s economy. Many of those homes have been rented out informally for years, long before the advent of Airbnb and Vrbo, Larson said. “We saw that as a huge economic development tool that we shouldn’t shut down just because we don’t like the nightly rentals. We have to recognize the difference and the important role it plays, especially in getting people to buy second homes in the state of Wisconsin and pay our property taxes while using very little resources.” The municipal bans on rentals of less than 30 days that popped up before passage of the 2017 act deprived local governments of much-needed revenue, Larson said. Only the Beginning? Larson said he expects that a lawsuit asserting that a local short-term rental ordinance conflicts with the 2017 act will make eventually make its way to the supreme court. Justice A.W. Bradley apparently shares that expectation. “As new arguments are developed, new fact situations presented, and new legislation passed, the law will continue to evolve in this area,” Justice A.W. Bradley wrote in her dissent in Forshee v. Neuschwander. “Restrictive covenants will be only one part of this evolution, as they intersect and overlap with the enforcement of local zoning ordinances that attempt to regulate this rapidly growing enterprise,” continued Bradley. “There will inevitably be more litigation surrounding short-term rentals.” It sounds like the legal tussle over property rights in vacation homes is as inevitable as sunburns, mosquito bites, and tall tales about the one that got away. Endnotes Good Neighbors Alliance v. Town of