Village of Jackson - Budget and Finance Committee — Agenda Packet

June 10, 2025 Budget and Finance Committee Meeting Agenda VILLAGE OF JACKSON BUDGET AND FINANCE COMMITTEE MEETING AGENDA Tuesday, June 10, 2025 at 7:00 PM (or immediately following Personnel Committee Meeting) Jackson Municipal Complex Village Board Room N168W19851 Main Street Jackson, WI 53037 1. Call to Order and Roll Call 2. Approval of Minutes of the Budget and Finance Committee Meeting of May 13, 2025 3. Approval of May 2025 Check Register and Treasurer's Report 4. Pay Request #1 - Ridgeway Drive and Chestnut Court Reconstruction Project - Advanced Construction in the amount of $299,636.65 5. Pay Request #15 - Wastewater Treatment Plant Tertiary Filters and Disinfection Project - JH Hassinger in the amount of $501,760.55 6. Clean Water Fund Loan Request #12 - 2024 Wastewater Treatment Plant Project in the amount of $510,713.05 7. Resolution #25-18 Preliminary Resolution Declaring Intent to Exercise Special Assessment Police Powers, Under Section 66.0703 of the Wisconsin Statutes 8. Pay Request #10 - Jackson Community Center Expansion Project - Moore Construction in the amount of $217,326.10 9. Pay Request #12 - Jackson Community Center Expansion Project - Moore Construction in the amount of $256,076.30 10. Discussion and Possible Action - Jackson Community Center Room Rental Fees 11. 2025 Schedule to Prepare the 2026 Municipal Budget and Update the Financial Management Plan 12. Review of Proposals - 2025 Village of Jackson Zoning Code Update 13. Citizens/Village Staff to Address the Budget & Finance Committee 14. Adjourn Persons with disabilities requiring special accommodations for attendance at the meeting should contact the Administration Department at the Jackson Municipal Complex at least one (1) business day prior to the meeting. It is possible that members of the Village Board may attend the above meeting. No action will be taken by any governmental body at this meeting other than the governmental body specifically referred to in this meeting notice. This notice is given so that members of the Village Board may attend the meeting without violating the open meeting law. Page 1 of 144 June 10, 2025 Budget and Finance Committee Meeting Agenda Page 2 of 144 DRAFT Page 3 of 144 DRAFT Page 4 of 144 Page 5 of 144 Page 6 of 144 Page 7 of 144 Page 8 of 144 Page 9 of 144 Page 10 of 144 Reprint Check Register - Quick Report - Regular 18:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 874.2355031 AMAZON CAPITAL SERVICES VARIOUS SUPPLIES PER INVOICES RCVD 5/02/2025 49,780.0055032 BADGER STATE WASTE LLC BIOSOLIDS HAULING / 04-14-25 / WWTP 5/02/2025 590.0055033 BLAIR FIRE PROTECTION ANNUAL SPRINKLER INSPECTION / WATER 5/02/2025 26.4355034 CINTAS CORP SIG AIR SVC / 04-22-25 / REC 5/02/2025 22.8855035 CONLEY MEDIA, LLC - CLASSIFIED VB/PHN / 4-8-25 MTG / ADMIN 5/02/2025 185.0055036 DEITSCH, JEFF L. HEALTH & LIFE INS PREMIUMS / MAY 2025 5/02/2025 1,492.0055037 EQUIPMENT RENTALS A.I.J. TENT RENTAL DEPOSIT / REC 5/02/2025 30.0055038 ERDMANN, KIRSTEN PROGRAM REFUND / REC 5/02/2025 1,040.8855039 FISHER, RENEE HEALTH INSUR PREMIUM / MAY 2025 / REC 5/02/2025 852.6255040 FRISTED, TODD A HEALTH/MEDICAL REIMBURSEMENT / MAY 2025 5/02/2025 247.5055041 GRAINGER FLOOR DRAIN (2) / WWTP 5/02/2025 180.0055042 HAWKINS, INC CHLORINE / WATER 5/02/2025 479.5155043 IMPACT ACQUISITIONS LLC COPIER 04/24-05/23/25 / WATER, ADMIN 5/02/2025 465.0055044 J.F. AHERN CO. APR 25 ANNUAL SPRINKLER INSPECTION / JFD 5/02/2025 136.6255045 JACKSON AUTO SERVICE INC MOUNT BALANCE 2023 FORD E1265 / JPD 5/02/2025 830.2855046 KOBER, BRIAN W. HEALTH/MED/DENTAL/VISION REIMBURSEMENT 5/02/2025 30.0055047 KOTH, ANDREA PROGRAM REFUND / REC 5/02/2025 525.2355048 LAMM GARDENS LANDSCAPE MAINTENANCE / APR 2025 / MC 5/02/2025 213.1255049 LANGE ENTERPRISES, INC. NO PARKING/BRUSH SIGNS / STREETS 5/02/2025 Page 11 of 144 Reprint Check Register - Quick Report - Regular 28:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 805.0055050 MIDWEST FIBER NETWORKS MONTHLY INTERNET & TOWER DR / MAY 2025 5/02/2025 400.0055051 MILLER MONUMENT CO. JCC EXPANSION DEDICATION PLAQUE 5/02/2025 600.0055052 NORTHERN LAKE SERVICE, INC. 1633 PFAS / SEWER 5/02/2025 141.9055053 O'REILLY AUTOMOTIVE, INC CHIPPER FILTERS / STREETS 5/02/2025 281.0155054 ODP BUSINESS SOLUTIONS, LLC SUPPLIES PER INVOICE / REC 5/02/2025 1,750.0055055 PIEPER ELECTRIC, INC SPLASHPAD PHONE JUNCTION BOX / PARKS 5/02/2025 138.0055056 PROS 4 TECHNOLOGY, INC BATTERY BACK UP (2) / ADMIN, ENG 5/02/2025 326.3855057 RATHKE, DANIEL R. MEDICAL INSURANCE / MAY 2025 5/02/2025 134.9955058 ROGAN'S SHOES, INC. SAFETY SHOES / D TARANTINO / STREETS 5/02/2025 283.6255059 SHERWIN INDUSTRIES, INC. FIBER MIX BULK / STREETS 5/02/2025 87.1055060 STAPLES REC COPY PAPER, KLEENEX / JPD 5/02/2025 350.0055061 STUMP GRINDING BY MIKE, LLC STUMP GRINDING / PARKS 5/02/2025 668.8855062 TREETOP PRODUCTS, INC KOBER, VALENTINO RETIREMENTS PARK BENCH 5/02/2025 21.6155063 VERMEER-WISCONSIN, INC BELT-5-5VX-92 & FREIGHT / STREETS 5/02/2025 438.0055064 VON BRIESEN & ROPER S.C PROF SERVICES THRU 03-31-2025 / ADMIN 5/02/2025 370.0055065 WALTHER, JOHN M. HEALTH INSURANCE / JOHN / MAY 2025 5/02/2025 765.0055066 WISCONSIN HYDRANT REPAIR LLC WATER HYDRANT MAINTENANCE / WATER 5/02/2025 4,030.0055067 WOLLNER PLUMBING & EXCAVATING, LLC WTR SVC 04-01-25 / CREEKSIDE / WATER 5/02/2025 351.0655068 ADVANCE AUTO PARTS BATTERY & CORE / JFD 5/09/2025 Page 12 of 144 Reprint Check Register - Quick Report - Regular 38:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 861.0055069 ALBIERO PLUMBING INC SHOWER SERVICE 04-15-25 / JFD 5/09/2025 63.9655070 AMAZON CAPITAL SERVICES MISC SUPPLIES PER INVOICE / JFD 5/09/2025 51.0855071 AT&T ACCT #262 677-1987-152 5 / APR 2025 5/09/2025 138.5955072 AT&T MOBILITY ACCT #287298726432 / SQ 6 WI-FI / JPD 5/09/2025 812.7755073 BOUND TREE MEDICAL, LLC MISC MEDICAL SUPPLIES / JFD 5/09/2025 3,050.0055074 CATALIS LLC 2025 ASSESSOR CNTRACT INSTALL #5/ ADMIN 5/09/2025 135.9855075 CAWLEY COMPANY, THE BUSINESS CARDS/TAGS / JFD 5/09/2025 3,463.5355076 CORE & MAIN LP OMNI+ 1-1/2 T2 / WATER 5/09/2025 2,266.7555077 DEMPSEY LAW FIRM, LLP LEGAL SERVICES / APRIL 2025 5/09/2025 2,740.7855078 EAST SIDE MART MONTHLY FUEL / APR 2025 / JPD 5/09/2025 884.5455079 EUROFINS S-F ANALYTICAL LABS, INC BIOSOLID & EFFLUENT TESTS 4-15-25 / WWTP 5/09/2025 490.2955080 FERGUSON ENTERPRISES LLC #3326 SUPPLIES PER INVOICE / WATER 5/09/2025 75.1355081 FOX BROTHER'S PIGGLY WIGGLY 9IN PPR PLT / STREETS 5/09/2025 220.5655082 HALLMAN LINDSAY QUALITY PAINTS ATHLETIC FILED MARKING - WHITE / PARKS 5/09/2025 537.5355083 HALO BRANDED SOLUTIONS, INC. STYLUS PENS BLUE / JPD 5/09/2025 1,221.1455084 IDEXX DISTRIBUTION, INC LAB SUPPLIES / WWTP 5/09/2025 645.7055085 JACKSON PROFESSIONAL POLICE ASSOCIATION POLICE UNION DUES / 05-05-025 5/09/2025 376.8655086 JWR, INC. GAPVAX PARTS & LABOR / WWTP 5/09/2025 525.2355087 LAMM GARDENS LANDSCAPE MAINTENANCE / MAY 2025 / ADMIN 5/09/2025 Page 13 of 144 Reprint Check Register - Quick Report - Regular 48:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 796.9455088 LANGE ENTERPRISES, INC. GALVANIZED PIPE W/ANCHOR/SIGN / STREETS 5/09/2025 450.0055089 LIESENER SOILS INC. 10 YDS LAWN & GARDEN / PARKS 5/09/2025 154.3555090 MENARDS - WEST BEND OIL DRI / JFD 5/09/2025 959.5255091 NCL OF WISCONSIN, INC LAB SUPPLIES / WWTP 5/09/2025 245.7155092 ODP BUSINESS SOLUTIONS, LLC JANITORIAL & CLEANING SUPPLIES / REC 5/09/2025 400.0055093 PIEPER ELECTRIC, INC SERVICE STREET LIGHT RIDGE / STREETS 5/09/2025 175.0055094 PROS 4 TECHNOLOGY, INC HID ICLASS KEY FOBS / JFD 5/09/2025 1,171.2055095 REINDERS, INC. TURFACE MVP 50# / PARKS 5/09/2025 580.8855096 RELIANT FIRE APPARATUS, INC. PIERCE TRUCK PARTS & SVC / JFD 5/09/2025 1,675.0055097 SALGADO, JORGE MONTHLY CLEANING / APR 2025 / ADMIN 5/09/2025 523.2055098 SAN-A-CARE, INC IMOP SERVICE REPAIR / ADMIN 5/09/2025 478.5055099 SCHLOEMER LAW FIRM APRIL 2025 / JPD 5/09/2025 1,317.6155100 SECURIAN FINANCIAL GROUP, INC. JUNE 2025 Life Insurance 5/09/2025 339.1655101 SUPPORT PAYMENT CLEARINGHOUSE 000431284201 / N WELCH / 05/05/25 5/09/2025 100.6555102 TENNIES ACE HARDWARE INC. SUPPLIES / JPD & JFD 5/09/2025 275.0055103 TSR SOLUTIONS, INC. DIAL TONE & DISASTER RECOV/MAY 25/ADMIN 5/09/2025 800.7755104 U.S. CELLULAR INTERNET FAILOVER / APR 25 / ADMIN 5/09/2025 199.0655105 USA BLUE BOOK TUBE ASSEMBLY FOR PUMPS / WWTP 5/09/2025 1,207.6055106 VALENTINO, KELLY HEALTH/DENTAL/VISION MAY 2025 5/09/2025 Page 14 of 144 Reprint Check Register - Quick Report - Regular 58:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 3,392.2555107 WAUKESHA COUNTY TECHNICAL COLLEGE FIREFIGHTER I CERT / HANAMAN G / JFD 5/09/2025 49,810.2055108 WE ENERGIES GROUP BILL-ELECTRIC/GAS 5/09/2025 117.5355109 A/E GRAPHICS, INC. CONTRACT BASE CHG / WATER 5/15/2025 130.6055110 AIRGAS USA, LLC OXYGEN RENTAL / APR 2025 / JFD 5/15/2025 35.9755111 AMAZON CAPITAL SERVICES BATTERIES / JPD 5/15/2025 240.0055112 AMERICAN WATER WORKS ASSOC. MEMB DUES 05/01/25 - 04/30/26 / J KREUTZ 5/15/2025 77.7355113 AT&T ACCT #262 R71-0774 270 1 / MAY 2025 5/15/2025 0.6655114 CENTURY LINK LONG DISTANCE SERVICE / MAY 2025 / WATER 5/15/2025 26.4355115 CINTAS CORP SIG AIR SVC / 03-25-25 / REC 5/15/2025 119.8755116 CINTAS CORPORATION MONTHLY FIRST AID SUPPLIES / STREETS 5/15/2025 2,363.1355117 CIVICPLUS LLC SUP 8 CODE OF ORDINANCES (2) / ADMIN 5/15/2025 246.0255118 FASTENAL COMPANY SIGNS / STREETS 5/15/2025 230.0055119 FERGUSON ENTERPRISES LLC #3326 9 FT GATE VLV KEY / WATER 5/15/2025 814.0055120 FROEDTERT HEALTH/WORKFORCE HEALTH EMPLOYEE PHY / MILLIKIN, SCHEER / JFD 5/15/2025 563.8055121 GREATAMERICA FINANCIAL SVCS COPIER USAGE / ADMIN, REC 5/15/2025 1,448.0655122 GUENTHER SUPPLY INC. MAINS SUPPLIES / WATER 5/15/2025 60.0055123 HAGEN, LARRY DUP PERMIT REFUND / DRIVEWAY APPROACH 5/15/2025 224,165.8055124 J.H. HASSINGER, INC. TERTIARY FLTERS & UV PRJ PYMT #14 / WWTP 5/15/2025 2,437.3755125 JOHNSON CONTROLS FIRE PROTECTION LP PHONE JACK MOVE TO CELL BOX 4-24-25/ REC 5/15/2025 Page 15 of 144 Reprint Check Register - Quick Report - Regular 68:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 30.0055126 KUNZ, NATHAN H PROGRAM REFUND / REC 5/15/2025 1,000.0055127 LIQUID CRUSH LLC BEER GARDEN MUSIC 5-15-25 / LIQUID CRUSH 5/15/2025 161.0055128 MENARDS - WEST BEND TEMP NO PARKING SIGNS / JPD 5/15/2025 162.2555129 MINUTEMAN PRESS 2 PART FORMS (500) / BLDG INSP 5/15/2025 194,603.7055130 MOORE CONSTRUCTION SERVICES, LLC COMM CENTER / PAY REQUEST #11 / CAP PRJT 5/15/2025 707.0055131 NEENAH FOUNDRY COMPANY MUNICIPAL FRAMES (2) / WWTP 5/15/2025 2,583.6855132 NORTH STAR EMERGENCY VEHICLE SERVICE INC FOAM LEAK BALANCER MAINT / JFD 5/15/2025 51.2455133 ODP BUSINESS SOLUTIONS, LLC COPY PAPER, STOCK PAPER / REC 5/15/2025 1,000.0055134 ONE SWEET DREAM, LLC BEER GARDEN MUSIC 5-16-25 / THE LAST BEE 5/15/2025 765.5055135 OZAUKEE COUNTY ID #138 KWAZ-7YCKDW / JCC KITCHEN 2025 5/15/2025 195.7755136 PREMIER REAL ESTATE MANAGEMENT REFUND ACCT #000-5999-23 / MICKELSON 5/15/2025 17,173.0055137 PROS 4 TECHNOLOGY, INC MAY - SVC AGREEMENT / ADMIN 5/15/2025 556.2355138 RENNERT'S FIRE EQUIPMENT SERVICE, INC BAL VALVE BODY & CALIB RING / JFD 5/15/2025 182.7055139 SAN-A-CARE, INC CLEANING SUPPLIES / JFD 5/15/2025 1,028.0455140 STRYKER SALES, LLC SMRT BATTERY PACKS (2) / JFD 5/15/2025 50.8855141 SUPERIOR CHEMICAL LLC SNAPPY WIPES-SCRIM WIPER / STREETS 5/15/2025 8,952.5055142 TOWN & COUNTRY ENGINEERING, INC. FILTER AND UV CONSTRUCTION 5/15/2025 593.0255143 U.S. CELLULAR MONTHLY PHONES / MAY 2025 5/15/2025 224.5355144 VEOLIA ES TECHNICAL SOLUTIONS, LLC RECYCLE FLUORESCENT LAMPS / TRASH 5/15/2025 Page 16 of 144 Reprint Check Register - Quick Report - Regular 78:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 10,415.2055145 WISCONSIN DNR WASTEWATER MUNICIPAL FEE / WWTP 5/15/2025 2,885.0055146 WOLLNER PLUMBING & EXCAVATING, LLC VALVE WORK / 3-17, 4-1, 4-3-25 / WATER 5/15/2025 299.5455147 AMAZON CAPITAL SERVICES MISC DEPARTMENT SUPPLIES 5/21/2025 1,475.0055148 AMERICAN LITHO JACKSON REC SUMMER 2025 / REC 5/21/2025 144.1555149 AT&T MAY / 262 R71-0993 462 9 / REC 5/21/2025 600.5455150 BEER CAPITOL DISTRIBUTING, LLC CONCESSIONS BEER / REC 5/21/2025 430.0055151 BLUM, MIKE JACKSON PARK SHELTER REFUND / REC 5/21/2025 6,215.9555152 BMO HARRIS BANK N.A. CREDIT CARD STATEMENT / APRIL 2025 5/21/2025 1,300.0055153 BOND TRUST SERVICES CORPORATION 95410-PA / 1.465 COMM BOND, SERIES 2023A 5/21/2025 1,304.9455154 DELTA DENTAL OF WISCONSIN JUNE 2025 DENTAL/VISION INS 5/21/2025 540.5055155 DIGGERS HOTLINE, INC FAX FEES / APRIL 2025 / WATER & WWTP 5/21/2025 2,559.4855156 EAST SIDE MART MONTHLY FUEL / APRIL 2025 / DPW 5/21/2025 175.9055157 JACKSON AUTO SERVICE INC MOUNT BALANCE 2023 FORD E9507/ JPD 5/21/2025 810.9655158 KETTLEBROOK CHURCH CHAIRS & DOLLY SHARED PORTION / JCC EXP 5/21/2025 580.0055159 KONZAL, LYNDSIE SUMMER 2025 TOT TIME REFUND / REC 5/21/2025 204.5055160 MASTER PRINTWEAR PRE-BALLET & IRISH DANCE SHIRTS / REC 5/21/2025 3,951.5055161 MSA PROFESSIONAL SERVICES INC DOG PARK DESIGN 3/23 - 4/19/25 5/21/2025 140.0055162 NOVAK, DESIRAE PROGRAM REFUNDS / MARTIN ACADEMY / REC 5/21/2025 29,995.0055163 PLAYPOWER LT FARMINGTON, INC. COMM CENTER PLAYGROUND EQUIPMENT / REC 5/21/2025 Page 17 of 144 Reprint Check Register - Quick Report - Regular 88:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 34,882.5055164 SAFETY FLOORING SOLUTIONS LLC SPLASH PAD AQUA TILE INSTALLATION #2 5/21/2025 157.6955165 SAN-A-CARE, INC CLEANING SUPPLIES / REC 5/21/2025 339.1655166 SUPPORT PAYMENT CLEARINGHOUSE 000431284201 / N WELCH / 05/19/25 5/21/2025 723.0255167 TENNIES ACE HARDWARE INC. APRIL 2025 - ACCT # 51327 5/21/2025 16,998.4955168 TREETOP PRODUCTS, INC PICNIC TABLES (17) / JACKSON PARK 5/21/2025 304.1955169 U.S. CELLULAR MAY 2025 / PHONE/INTERNET / JPD 5/21/2025 5,908.5055170 VON BRIESEN & ROPER S.C PROF SERVICES THRU 02-28-2025 / ADMIN 5/21/2025 3,124.6655171 WEST BEND SCHOOL DISTRICT APRIL 2025 MOBILE HOME PARKING FEES 5/21/2025 216,332.0055172 WESTBURY BANK 3.025M PRINCIPAL PAYMENT / 06-01-2025 5/21/2025 860.0055173 WOODY'S CDL SERVICES LLC CDL TRAINING / J KRUEGER / WATER 5/21/2025 1,800.0055174 FALL BACK, LLC AIJ BAND / 05302025 / REC 5/30/2025 500.0055175 NEIRA, DAVID AIJ BAND SUPERDAVE / 05312025 / REC 5/30/2025 1,500.0055176 OLD SCHOOL PRODUCTIONS, LLC 05/31/2025 AIJ BAND-FINAL / UNXPECTED 5/30/2025 800.0055177 VANCE, JERRY L 05/30/2025 AIJ BAND / REC 5/30/2025 239.9255178 A-1 POOLS RUBY SAND (8) / PARKS 5/30/2025 255.7855179 AMAZON CAPITAL SERVICES MISC DEPARTMENT SUPPLIES 5/30/2025 2,415.0055180 AXON ENTERPRISE, INC TASER CARTRIDGES / JPD 5/30/2025 64,072.7555181 CEDAR CORPORATION RIDGEWAY/CHESTNUT CT RECON THRU 05-17-25 5/30/2025 503.6055182 COMPANION LIFE INSURANCE COMPANY MONTHLY DENTAL INS PREMIUMS / JUNE 2025 5/30/2025 Page 18 of 144 Reprint Check Register - Quick Report - Regular 98:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 7,997.6055183 CORE & MAIN LP IPERL (16) ALLY 3 (16) 510M(27) / WATER 5/30/2025 1,890.5155184 COUNTY WIDE EXTINGUISHER, INC. FIRE EXTINGISHER ANNUAL INSPECTIONS 5/30/2025 462.9655185 EUROFINS S-F ANALYTICAL LABS, INC EFFLUENT / 04-21-25 / WWTP 5/30/2025 57,316.0055186 EWALD'S HARTFORD FORD LLC 2025 FORD SUPER DUTY F550 / WWTP 5/30/2025 5,000.0055187 FLOCK SAFETY FLOCK SAFETY FALCON / JPD 5/30/2025 42,290.8055188 GFL ENVIRONMENTAL MONTHLY TRASH PICK-UP / MAY 2025 5/30/2025 9,975.2055189 GREMMER & ASSOCIATES, INC HICKORY LANE PROF SVCS 231116 / APR 2025 5/30/2025 1,646.3355190 GUENTHER SUPPLY INC. MAINS SUPPLIES / WATER 5/30/2025 434.7055191 HARTLAND OVERHEAD DOOR, INC. DOOR #4 CABLE REPAIR / STREETS 5/30/2025 180.0055192 HAWKINS, INC CHLORINE / WATER 5/30/2025 466.4755193 IMPACT ACQUISITIONS LLC COPIER 05/24-06/23/25 / WATER 5/30/2025 4,659.6555194 J & H HEATING, INC SPRING 2025 MAINT MUNI COMP & FILTR/ JPD 5/30/2025 228.0055195 J.F. AHERN CO. PRE-ENGINEERED INSPECTION / JFD 5/30/2025 1,500.0055196 J.R. BOEHLKE, INC. CONCRETE (15) 5-12-25 / STREETS 5/30/2025 578.0055197 KRUEPKE PRINTING DISPOSAL RPT, WATER BILL ENVELOPES 5/30/2025 4,614.6255198 KRUGER EQUIPMENT PER INVOICE / WWTP 5/30/2025 204.4555199 LANGE ENTERPRISES, INC. 30" YIELD 3M HIP / STREETS 5/30/2025 130.5455200 LANNON STONE PRODUCTS 3/8" CHIPS, SCREENINGS/ 05-09-25 / STRTS 5/30/2025 1,585.3055201 MARSHALL-BOND PUMPS,INC. REGULATORS (3) / WWTP 5/30/2025 Page 19 of 144 Reprint Check Register - Quick Report - Regular 108:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________Check Nbr Check Date Payee Amount From Account:5/01/2025 6/04/2025 Page: 228.0655202 MENARDS - WEST BEND PEA GRAVEL, 3" TABS 25 LB / PARKS 5/30/2025 231.0055203 MID-MORAINE MUNICIPAL ASSOCIATION VB/MMMA DINNER MTG / VILLAGE BOARD 5/30/2025 805.0055204 MIDWEST FIBER NETWORKS MONTHLY INTERNET / ADMIN / JUNE 2025 5/30/2025 7.9055205 MILWAUKEE RUBBER PRODUCTS ADAPTER F-NPT 3/4" / WWTP 5/30/2025 115.3855206 ODP BUSINESS SOLUTIONS, LLC LINER, PAPER TOWELING / REC 5/30/2025 9,989.4655207 PIEPER ELECTRIC, INC WELL #5 GENERATOR EMERG REPAIR / WATER 5/30/2025 421.7455208 PITNEY BOWES GLOBAL FINANCIAL SRV LLC SENDPRO CONTRACT / WATER. WWTP 5/30/2025 4,238.0055209 PRO 2 PAVE, INC. PAVING / LATERAL/CREEKSIDE / WATER 5/30/2025 169.5055210 REGISTRATION FEE TRUST TITLE & LIC APP 50049/ 2025 FORD / WWTP 5/30/2025 56.0055211 RUST LOCK, INC. DUPLICATE "A" PARK KEYS / PARKS 5/30/2025 352.1855212 SABEL MECHANICAL LLC REINSTALL PINCH VALVE 5/9/25 / WWTP 5/30/2025 874.9555213 SWAN ANALYTICAL USA, INC. SWANSENSOR, SCREW PLUG / PARKS 5/30/2025 22,012.7055214 TOWN & COUNTRY ENGINEERING, INC. AERATION BASINS THRU 04-12-2025 / WWTP 5/30/2025 307.0455215 U.S. CELLULAR INTERNET FAILOVER / MAY 25 / ADMIN 5/30/2025 1,213,371.34Grand Total Page 20 of 144 Reprint Check Register - Quick Report - Regular 118:54 AM ACCT GENERAL VILLAGE CHECKING Accounting Checks Posted From: Thru Account:Thru: 5/31/2025 ______________________________________________________________________________________ Amount From Account:5/01/2025 6/04/2025 Page: 122,423.87Total Expenditure from Fund # 100 - GENERAL FUND 6,231.76Total Expenditure from Fund # 150 - HOTEL / MOTEL 57,308.63Total Expenditure from Fund # 200 - WATER UTILITY 407,678.67Total Expenditure from Fund # 300 - SEWER UTILITY 20,270.20Total Expenditure from Fund # 500 - RECREATION 356,694.70Total Expenditure from Fund # 600 - CAPITAL PROJECT FUND 1,054.00Total Expenditure from Fund # 670 - TID #7 217,632.00Total Expenditure from Fund # 700 - DEBT SERVICE FUND 24,077.51Total Expenditure from Fund # 900 - FIRE & RESCUE 1,213,371.34Total Expenditure from all Funds Page 21 of 144 TREASURERS REPORT (Depository Accounts) May 31, 2025 BALANCE BALANCE 4/30/2025 5/31/2025 GENERAL: GENERAL CHECKING $573,546.90 $646,163.08 CREDIT CARD ACCOUNT $135,572.09 $23,273.02 HIPPA ACCOUNT $100,033.32 $29,707.21 MONEY MARKET $13,385,610.99 $12,026,645.61 DONATION ACCOUNT $1,679.72 $1,679.72 PARK FEES $167,263.97 $174,136.29 FIRE/RESCUE RESERVE $14,137.02 $14,189.37 FIRE IMPACT FEE $156,603.32 $162,307.93 POLICE IMPACT FEE $104,535.72 $108,342.63 ANTIQUE FIRE TRUCK $3,346.00 $3,358.39 PERSHING ADVISOR SOLUTIONS LLC - ARPA $60,732.82 $60,937.98 PERSHING ADVISOR SOLUTIONS LLC - GENERAL FUNDS $1,576,151.92 $1,576,784.90 PERSHING ADVISOR SOLUTIONS LLC - MUNI BLDG RESERVE ACCT$281,681.17 $281,700.10 PERSHING ADVISOR SOLUTIONS LLC - 2025A GO PROM NOTES $3,715,264.40 $3,728,725.00 PERSHING ADVISOR SOLLUTIONS LLC - 2024A GO PROM NOTES$1,281,531.12 $1,007,476.71 PERSHING ADVISOR SOLUTIONS LLC - DSR REVENUE BOND $521,026.42 $522,130.67 PERSHING ADIVSOR SOLUTIONS LLC - 2023B $36,779.44 $36,893.68 ---------------------- ---------------------- TOTAL GENERAL $22,115,496.34 $20,404,452.29 ---------------------- ---------------------- WATER UTILITY: WATER UTILITY DEPRECIATION FUND $26,137.35 $26,234.15 WATER UTILITY RESERVE $135,900.87 $136,404.16 WATER IMPACT FEES $51,454.76 $56,388.88 ---------------------- ---------------------- TOTAL WATER UTILITY $213,492.98 $219,027.19 ---------------------- ---------------------- SEWER UTILITY: DNR REPLACEMENT FUND $1,174,899.55 $1,179,250.63 SEWER UTILITY RESERVE $84,874.54 $85,188.86 SEWER DEPRECIATION FUND $6,572.63 $6,596.97 SEWER SERVICE FEES $1,771,930.17 $1,799,005.91 SEWER SPECIAL REDEMPTION FUND $2,857.66 $2,868.24 SO. INTERCEPTOR IMPACT FEE $0.00 $0.00 ---------------------- ---------------------- TOTAL SEWER UTILITY $3,041,134.55 $3,072,910.61 ---------------------- ---------------------- ---------------------- ---------------------- GRAND TOTAL: $25,370,123.87 $23,696,390.09 ---------------------- ---------------------- Page 22 of 144 Cedarburg • Green Bay • Madison • Menomonie Community Infrastructure • Architecture • Environmental Services W61N497 Washington Avenue Cedarburg, WI 53013 262-204-2360 www.cedarcorp.com May 9, 2025 Village of Jackson N168 W20733 Main Street PO Box 637 Jackson, WI 53037 Attn: Mr. Jack Straehler II, Director of Public Works Subject: Contractor’s Application for Payment No. 1 Ridgeway Drive & Chestnut Court Reconstruction - REBID Cedar Project No. 05789-0020 Dear Mr. Straehler: Enclosed for your use in payment to Advance Construction in the amount of $299,636.65 is Contractor’s Application for Payment No. 1. Following your review and approval, please complete the application for payment forms within the areas reserved for the Owner. Thereafter, retain one copy for your records, provide the second copy to the Contractor with payment and provide the third copy to our office. Should you have any questions, please feel free to contact me at our Cedarburg office. Sincerely, CEDAR CORPORATION Douglas T. Kroes Senior Construction Manager Enclosed: As Noted Cc: Shane Kofler, Advance Construction Page 23 of 144 5/9/25 Page 24 of 144 Page 25 of 144 Page 26 of 144 Page 27 of 144 Page 28 of 144 Page 29 of 144 Page 30 of 144 Page 31 of 144 Page 32 of 144 Page 33 of 144 Page 34 of 144 Resolution #25-18 1 RESOLUTION #25-18 PRELIMINARY RESOLUTION DECLARING INTENT TO EXERCISE SPECIAL ASSESSMENT POLICE POWERS, UNDER SECTION 66.0703 OF THE WISCONSIN STATUTES WHEREAS, the Village Board of the Village of Jackson, Washington County, Wisconsin is pursuing the construction and reconstruction of public improvements consisting of water and sanitary sewer mains; storm sewers; pavement; curb and gutter; and sidewalks and the related improvements and expenses for the benefit of the properties described on Exhibit A hereto. BE IT RESOLVED, by the Village Board of the Village of Jackson, Washington County, Wisconsin: 1. The Village Board hereby declares its intention to exercise its police power under Section 66.0703 of the Wisconsin Statutes to levy special assessments upon the properties described in Exhibit A hereto, for special benefits conferred upon such property by the construction of public improvements consisting of water and sanitary sewer mains; storm sewers; pavement; curb and gutter; and sidewalks and the related improvements and expenses. 2. The Village Board hereby determines that the construction of such improvements is in the best interest of, and for the health and welfare of the municipality and the property benefited by the improvements, and therefore constitutes an exercise of the police power. 3. The amount of such assessments shall be determined and levied upon completion of the construction of public improvements consisting of water and sanitary sewer mains; storm sewers; pavement; curb and gutter; and sidewalks and the related improvements and expenses. 4. The number of installments, rate of interest, and the terms of payment will be included in the Final Resolution after the Public Hearing; which will be held upon completion of the project, when final costs have been determined. 5. Every Special Assessment levied under this Resolution, shall be a lien against the property assessed, from the date of the Final Resolution of the Village Board determining the levy. 6. The Village Engineer shall prepare a report consisting of the following: a. Preliminary of the final plans and specifications for the Public Works. Page 35 of 144 Resolution #25-18 2 b. An estimate of the entire cost of the proposed improvements. c. A schedule of the proposed properties against which the assessments are to benefit. d. A statement that each property against which the assessments are proposed, has been inspected and is benefited, setting forth the basis of such benefit. e. Upon completion of the report, the Village Engineer shall file a copy with the Village Clerk, and with the Village Treasurer. 7. The Village Clerk shall make a copy of the report available for public inspection. Introduced by: ____________________ Seconded by:______________________ Vote: ayes nays Passed and Approved: _______________ _______________________________ Brian Heckendorf - Village President Attest: ______________________________ Jacqueline Schuh- Village Clerk Proof of Posting: I the undersigned, certify that I posted this Resolution on bulletin boards at the Village Hall, Post Office and one other location in the Village. ______________________________ ________ ______ Village Official Date Page 36 of 144 Resolution #25-18 3 Exhibit A - Preliminary Intent to Assess - Hickory Lane Page 37 of 144 Village of Jackson Community Center Addition Application and Certification for Payment March 2025 Summary W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 | F: 262-345-1281 www.moore-cs.com Village of Jackson Parks and Recreation Department N165W20330 Hickory Lane Jackson, Wisconsin 53037 Attn: Kelly Valentino, Parks and Recreation Director RE: Jackson Community Center Addition Project Pay Application #10 MCS Project # 23033 Enclosed for your use in payment to Moore Construction Services is Pay Application #10 for $217,326.10. Moore Construction Services has verified the work completed by project contractors and approved the amounts included in column G of the AIA G702 and G703 Application and Certification for Payment. Following your review and approval, please complete the application for payment forms within the areas reserved for the OWNER. Thereafter, retain one copy for your records, provide the second copy to Moore Construction Services. Please feel free to contact me with any questions or concerns. Regards, Jason M. Kruchko Moore Construction Services Project Manager Enclosed: AIA G702-1992 Application and Certificate for Payment #10 dated March 31, 2025 Page 38 of 144 Page 39 of 144 Page 40 of 144 Page 41 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P 262.345.1280 Partial WAIVER OF LIEN Date: March 30, 2025 For value received, we her eby waive all rights and claims for lien on land and buildings about to be erected, being erected, erected, altered or repaired and to the appurtenances thereunto, for Village of Jackson, Owner by Moore Construction Services LLC, Contractor For Construction Management Services same being situated in the State of Wisconsin, described as Project #23033 Jackson Community Center N168W20330 Hickory Lane Jackson, WI 53037 for all labor, services, materials, plans or specifications performed, furnished or procured by undersigned for the erection, construction, alteration or repair of said building and appurtenances, TO DATE. This Waiver also applies to rights and claims on any payment bond(s) furnished in conjunction with the project. The Contractor also certifies that to the extent Contractor has previously received payment from Village of Jackson all of the Contractor’s Subcontractors and Suppliers have been paid in full, and that this payment will be used to make all payments due Subcontractors and Suppliers. Contractor and the individual executing this Lien Waiver on behalf of Contractor personally, shall indemnify and defend Village of Jackson against any and all claims, costs, damages, liabilities (including reasonable attorneys’ fees) arising out of any matters inconsistent with the foregoing certifications. By____________________________________ Michael J. Moore Moore Construction Services, LLC Page 42 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 4-15-2025 This Partial Lien Waiver and Release is submitted pursuant to the Subcontractor Agreement between Moore Construction Services, LLC (“Contractor”) for the be nefit of Village of Jackson (“Owner”) and Advantage Acoustical (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subc ontractor’s Application for Payment for acoustical ceilings labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished by or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to t he terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Proper ty are listed in Subcontractor’s Application for Payment. Acoustech Supply, Inc., EquipmentShare, Inc., L&W Supply Corporation (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subc ontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subc ontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersi gned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Please sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title: Date: April 16, 2025 Joy Ovadal, administrator Check mailed 4/21/25 Page 43 of 144 WAIVER OF LIEN – FINAL MATERIALS OR LABOR (Wisconsin) State of Wisconsin TO WHOM IT MAY CONCERN Whereas, we the undersigned L&W Supply Corporation, 300 S Riverside Plaza, Suite 200, Chicago, IL 60606 have been employed by Advantage Acoustical To Furnish Building Materials for the premises known as: State of Wisconsin The undersigned for and inconsideration of: Paid in full And other good and valuable considerations, the receipt whereof is hereby acknowledged, does hereby waive and release any and all lien, or claim, or right of lien on said above described building and premises under the Statues of the State of Wisconsin relating to Mechanic’s Liens, on account of labor or materials, or both, furnished by the undersigned for the above described premises. Dated L&W Supply Corporation By: ___________________________ Customer Acct. Executive Jackson Community Center N168W20330 Hickory Ln, Jackson, WI 53037 Owner: Village of Jackson Washington County April 16, 2025 Page 44 of 144 Page 45 of 144 UNCONDITIONAL WAIVER AND RELEASE ON FINAL PAYMENT NOTICE TO CLAIMANT: THIS DOCUMENT WAIVES AND RELEASES LIEN, STOP PAYMENT NOTICE, AND PAYMENT BOND RIGHTS UNCONDITIONALLY AND STATES THAT YOU HAVE BEEN PAID FOR GIVING UP THOSE RIGHTS. THIS DOCUMENT IS ENFORCEABLE AGAINST YOU IF YOU SIGN IT, EVEN IF YOU HAVE NOT BEEN PAID. IF YOU HAVE NOT BEEN PAID, USE A CONDITIONAL WAIVER AND RELEASE FORM. ______________________________________________________________________ Identifying Information ______________________________________________________________________ Name of Claimant: _______________________________________________________ Name of Customer:______________________________________________________ Job Location:___________________________________________________________ Owner:________________________________________________________________ ______________________________________________________________________ Unconditional Waiver and Release This document waives and releases lien, stop payment notice, and payment bond rights the claimant has for all labor and service provided, and equipment and material delivered, to the customer on this job. Rights based upon labor or service provided, or equipment or material delivered, pursuant to a written change order that has been fully executed by the parties prior to the date that this document is signed by the claimant, are waived and released by this document, unless listed as an Exception below. The claimant has been paid in full. ______________________________________________________________________ ______________________________________________________________________ Exceptions ______________________________________________________________________ This document does not affect any of the following: Disputed claims for extras in the Amount of: $_________________________________ ______________________________________________________________________ Signature ______________________________________________________________________ Claimantʼs Signature:_____________________________________________________ Claimantʼs Title:_________________________________________________________ Date of Signature:_______________________________________________________ © 2012 Express Lien, Inc. dba Zlien Page 46 of 144 Check Mailed 4/16/2025 Page 47 of 144 Page 48 of 144 Page 49 of 144 Check Mailed 4/16/25 Page 50 of 144 Check Mailed 4/16/2025 Page 51 of 144 Page 52 of 144 Page 53 of 144 Page 54 of 144 Check Mailed 4/16/2025 Page 55 of 144 Page 56 of 144 Page 57 of 144 Page 58 of 144 Page 59 of 144 Page 60 of 144 Page 61 of 144 Check mailed 4/24/25 Page 62 of 144 Page 63 of 144 Check mailed 4/17/25 Page 64 of 144 Check mailed 4/17/25 Page 65 of 144 Page 66 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 4-15-2025 This Partial Lien Waiver and Release is submitted pursuant to the Purchase Order #2326264 between Moore Construction Services, LLC (“Contractor”) for the benefit of Village of Jackson (“Owner”) and Inpro (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subcontractor’s Application for Payment for corner guards and divider bars labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished by or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to the terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Property are listed in Subcontractor’s Application for Payment. (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subcontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subcontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersigned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Please sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title: Date: Check mailed 4/17/25 Page 67 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 4-15-2025 This Partial Lien Waiver and Release is submitted pursuant to the Subcontractor Agreement between Moore Construction Services, LLC (“Contractor”) for the be nefit of Village of Jackson (“Owner”) and JC Building Systems, Inc. (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subc ontractor’s Application for Payment for general trades and carpentry labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished by or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to t he terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Proper ty are listed in Subcontractor’s Application for Payment. (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subc ontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subc ontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersi gned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Please sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title: Date: 4/17/2025 secretary/treasurerAmanda Paul Page 68 of 144 Check Mailed 4/22/25 Page 69 of 144 Check mailed 4/17/25 Page 70 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 4-15-2025 This Partial Lien Waiver and Release is submitted pursuant to the Subcontractor Agreement between Moore Construction Services, LLC (“Contractor”) for the be nefit of Village of Jackson (“Owner”) and Schranz Roofing Inc. (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subc ontractor’s Application for Payment for roofing labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished b y or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to t he terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Proper ty are listed in Subcontractor’s Application for Payment. (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subc ontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subc ontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersi gned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Please sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title: Date: Jason Busalacchi, Secretary/Treasurer 4/16/25 Check mailed 4/17/25 Page 71 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 4-15-2025 This Partial Lien Waiver and Release is submitted pursuant to the Subcontractor Agreement between Moore Construction Services, LLC (“Contractor”) for the benefit of Village of Jackson (“Owner”) and Sure-Fire, Inc. (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subcontractor’s Application for Payment for HVAC labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished by or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to the terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Property are listed in Subcontractor’s Application for Payment. (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subcontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subcontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersigned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Pl ease sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title: Kristin Eichorst Assistant PM Date: April 16, 2025 Check mailed 4/24/25 Page 72 of 144 Page 73 of 144 256,076.30 Zimmerman Architectural Studios 30 May 2025 Page 74 of 144 Page 75 of 144 Page 76 of 144 Check mailed 5/21/2025 Page 77 of 144 Check mailed 5/21/2025 Page 78 of 144 Check mailed 5/23/2025 Page 79 of 144 Page 80 of 144 Check mailed 5/21/2025 Page 81 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 5-20-2025 This Partial Lien Waiver and Release is submitted pursuant to the Subcontractor Agreement between Moore Construction Services, LLC (“Contractor”) for the be nefit of Village of Jackson (“Owner”) and Circle Electric, Inc. (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subc ontractor’s Application for Payment for low voltage labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished b y or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to t he terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Proper ty are listed in Subcontractor’s Application for Payment. (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subc ontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subc ontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersi gned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Please sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title:Ryan Kastanek, President Date: 5.21.25 Page 82 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P 262.345.1280 Partial WAIVER OF LIEN Date: April 30, 2025 For value received, we her eby waive all rights and claims for lien on land and buildings about to be erected, being erected, erected, altered or repaired and to the appurtenances thereunto, for Village of Jackson, Owner by Moore Construction Services LLC, Contractor For Construction Management Services same being situated in the State of Wisconsin, described as Project #23033 Jackson Community Center N168W20330 Hickory Lane Jackson, WI 53037 for all labor, services, materials, plans or specifications performed, furnished or procured by undersigned for the erection, construction, alteration or repair of said building and appurtenances, TO DATE. This Waiver also applies to rights and claims on any payment bond(s) furnished in conjunction with the project. The Contractor also certifies that to the extent Contractor has previously received payment from Village of Jackson all of the Contractor’s Subcontractors and Suppliers have been paid in full, and that this payment will be used to make all payments due Subcontractors and Suppliers. Contractor and the individual executing this Lien Waiver on behalf of Contractor personally, shall indemnify and defend Village of Jackson against any and all claims, costs, damages, liabilities (including reasonable attorneys’ fees) arising out of any matters inconsistent with the foregoing certifications. By____________________________________ Michael J. Moore Moore Construction Services, LLC Page 83 of 144 Check mailed 5/21/2025 Page 84 of 144 Check mailed 5/22/2025 Page 85 of 144 W146 N5650 Enterprise Avenue | Menomonee Falls, WI 53051 | P: 262-345-1280 PARTIAL LIEN WAIVER AND RELEASE Check Date: 4-15-2025 This Partial Lien Waiver and Release is submitted pursuant to the Subcontractor Agreement between Moore Construction Services, LLC (“Contractor”) for the benefit of Village of Jackson (“Owner”) and Sure-Fire, Inc. (“Subcontractor”), for the project known as Jackson Community Center (the “Project”) located at N168W20330 Hickory Lane, Jackson, Wisconsin (the “Property”) with respect to the work to be performed by Subcontractor (“Work”). This Partial Lien Waiver and Release is also submitted pursuant to Subcontractor’s Application for Payment for HVAC labor, materials and equipment installed in or furnished for the Project TO DATE and Subcontractor hereby waives the Project, the Property and Owner from any and all claims, liens, mechanic’s liens, right to liens, and obligations furnished by or through the Application Date, on the Project, except as set forth below. (1) The Subcontractor has performed all Work through the date of the Application for Payment, pursuant to the terms and conditions of the Subcontract Documents. (2) Any and all subcontractors, laborers, suppliers and materialmen that have provided labor, material or services to the Subcontractor for use or incorporation into the construction of the improvements to the Property are listed in Subcontractor’s Application for Payment. (3) All sums due by Subcontractor to subcontractors or any other party for labor, materials or services used or incorporated into the improvements to the Property, and for which Subcontractor has previously received payment, have been paid and satisfied in full, and there are no outstanding claims of any character arising out of, or related to, Subcontractor’s activities on, or improvements to, the Property, except as set forth below. (4) Subcontractor is not aware of any claims which may arise against Contractor and/or Owner for damages resulting from injury or death to any employees, subcontractors, or the public at large arising out of any of Subcontractor’s activities or construction work on the Property. (5) There are no known Claims of Lien, Preliminary Notices of Lien, or any suits or claims for payment, loss or damage of any kind, nature or description which might constitute a lien upon the Property as of the date of this Partial Lien Waiver and Release Upon Payment, except as set forth below. (6) This Partial Lien Waiver and Release constitutes a representation by the undersigned, for and on behalf of the Subcontractor, that the payment referenced above constitutes full and complete payment for all work performed through the date of the Application for Payment, except as set forth below. (7) Subcontractor will indemnify and save harmless Contractor and Owner from any claim, demand, lien or right to lien, and to defend all actions arising out of the same, and to pay any costs, expenses and attorneys’ fees incurred by Contractor and/or Owner in connection therewith. (8) The Subcontractor certifies and represents that there are sufficient funds remaining in the Subcontract Sum to complete the Project in accordance with the Subcontract Documents. (9) Below is a list of items which serve as an exception to the representations set forth herein (items not listed are waived irrevocably): The undersigned warrants and represents that he or she has full authority to execute this Partial Lien Waiver and Release. SUBCONTRACTOR: Pl ease sign and return this form via: E-Mail: rachael@moore-cs.com Signature: Name & Title: Kristin Eichorst Assistant PM Date: April 16, 2025 Check mailed 6/4/2025 Page 86 of 144 (Affix corporate seal here) INSTRUCTIONS FOR PARTIAL WAIVER (A) Person or firm with whom you agreed to furnish either labor, or services, or materials, or both. (B) Fill in nature and extent of work; strike the word labor or the word materials if not in your contract. (C) If you have more than one contract on the same premises, describe the contract by number if available, date and extent of work. (D) Furnish an accurate enough description of the improvement and location of the premises so that it can be distinguished from any other property. (E) Amount shown should be the amount actually received on that date. (F) If waiver is for a corporation, corporate name should be used, corporate seal affixed and title of officer signing waiver should be set forth; if waiver is for a partnership, the partnership name should be used, partner should sign and designate himself or herself as partner. J.M. Brennan, Inc. PARTIAL WAIVER OF LIEN Dollars paid simultaneously herewith, the receipt whereof is hereby acknowledged by the undersigned, the undersigned does hereby waive and release to the extent only of the aforesaid amount, any lien rights to, or claim of lien with respect to and on said above-described premises, and the improvements thereon, and on the monies or other considerations due or to become due from the Owner, by virtue of said contract, on account of labor, services, materials, fixtures, apparatus or machinery furnished by the undersigned to or for the above-described premises, but only to the extent of the payment aforesaid. To All Whom It May Concern: WHEREAS, the undersigned has been engaged by (A)Sure-Fire, Inc. to furnish labor and/or materials for (B) under a contract (C) 3-2688-004 for the improvement of the premises described as (D) in the City/Village of is the Owner.of which for and in consideration of the sum of (E) 12,175.20 Jackson Community Center N165W20330 Hickory Ln , County of (Signature) (SEAL) (SEAL) work, Jackson , State of WI TITLE: DATE: NOW, THEREFORE, this 3 rd day of June, 2025, (F) Village of Jackson Page 87 of 144 Jackson Parks & Recreation N165 W20330Hickory Lane Jackson, WI 53037 (262) 677-9665 parkrec@villageofjacksonwi.gov MEMO DATE 5/15/2023 TO FROM REGARDING To: Parks and Recreation Commission Tyler Mentzel Jackson Parks & Recreation Director tyler.mentzel@villageofjacksonwi.gov Phone Ext: (262) 677-9665 x113 Jackson Community Center – Room Rental Fees With the completion of the Jackson Community Center expansion project, new and exciting opportunities have opened for our community. Parks and Recreation staff have been diligently assessing the needs and interests of residents, and one immediate priority is the development of the new auditorium into a rental space for special events such as weddings, family reunions, birthdays, wedding/baby showers, and more. Rental Fee Evaluation Process In establishing a fair and competitive rental fee structure, staff considered a variety of factors: • Amenities available within the auditorium • Range of event types of space can accommodate • Square footage and maximum capacity • Comparable facilities and pricing from surrounding communities A summary of this research is included in the table below (note all rentals are 4 hours in length unless otherwise specified: Jackson Community Center (current pricing Town of Jackson Hartford Parks and Recreation Cedarburg Parks and Recreation Port Washington Parks and Recreation West Bend Auditorium (160) – N/A Town Hall R -175 NR – 200 Comm. A (30) R – 45 NR – 80 Gym R-50/hr NR-75/hr Multi-purpose (80) R – 120 NR - $175 Regner Beach House (93) R - $325 NR - $487.50 Gathering Hall w/ Kitchen (150) M-Th (R-94/NR – 140) F-Su (R-125/NR-190) Comm B + kitchen (50) R – 75 NR - 110 Sandy Knoll Barn (160) $500 Page 88 of 144 Page 2 All Other Rooms M-Th (R-50/NR-75) F-Su (R – 75/NR – 113) Comm A/B + kitchen (80) R – 100 NR – 160 Gym M-Th (R-50/hr NR – 75/hr F-Su (R-100/hr NR- 190/hr Gym R – 35/hr NR – 70/hr Recommended Fee Schedule Based on this evaluation, staff developed a recommended fee schedule for auditorium rentals at the Jackson Community Center: Monday – Thursday Friday – Sunday Auditorium R - $225 NR - $275 R - $275 NR - $325 Gathering Hall with Kitchen R - $100 NR - $150 R - $150 NR - $200 All Other Rooms R - $60 NR - $110 R – $75 NR - $125 Gymnasium R - $50/hr NR – $100/hr R - $100/hr NR - $150/hr Next Steps This information is presented for discussion purposes tonight. If the Park and Recreation Commission agrees that the proposed fee structure is appropriate, staff recommend a motion for approval to begin offering the space for public rental. Thank you, Tyler Mentzel Jackson Parks and Recreation Director Page 89 of 144 Taking the lead in Washington County. MEMO TO: Brian Heckendorf, Village President; Budget and Finance Committee FROM: Jen Heidtke, Village Administrator; Darlene Smith, Village Treasurer CC: Ehlers Financial Advisors Brian Roemer and Ariana Schmidt RE: Discussion of Schedule for FMP Update and Preparing the 2026 Village Budget DATE: May 29, 2025 Background Staff are recommending the following schedule which captures review of the 2024 audit, 2025 Conventional Rate Case, an update to the 5-Year Financial Management Plan (FMP) with Ehlers Financial Advisors, and Staff preparation of an annual budget. 1. June 10, 2025 – Village Board Meeting at 7 PM to include Draft Capital Projects. 2. July 8, 2025 – Village Board Meeting at 7 PM to include a presentation by Ehlers to review the Conventional Rate Case work and a presentation by Lucida to review 2024 Draft Audit of the Financial Statements. 3. August 12, 2025 – Joint Review Board Meeting at 6:15 PM for Annual Meeting. 4. August 12, 2025 – Village Board Meeting at 7 PM to include a Presentation of Draft 2026 Budget and Draft Financial Management Plan. It should be noted the State of Wisconsin releases reports needed for a final budget such as the Statement of Assessment (SOA), Net New Construction (NNC), and 2025 Shared Revenue Estimates, generally in September and October. Once these reports are available, Staff and the Board may need to convene a second budget workshop to manage any meaningful discrepancies in financial forecasting. 5. October 14, 2025 – Hotel/Motel Committee Annual Meeting at 6:15 PM. 6. October 14, 2025 – Village Board Meeting at 7 PM to include a final budget review, review of final FMP report, and direction to Staff to publish a budget hearing notice for November 11 th Village Board meeting. 7. November 11, 2025 – Village Board Meeting at 7 PM to include a proposed budget public hearing and consider Resolutions adopting the proposed budgets. Potential Motion: Discussion only with the Budget and Finance Committee and the Village Board. N168 W19851 Main Street Jackson, WI 53037 Phone: 262-677-9001 Fax: 262-677-1710 www.villageofjacksonwi.gov Page 90 of 144 Taking the lead in Washington County. STAFF MEMO Village of Jackson Meeting Date: June 10, 2025 Agenda Item: # 12 To: Brian Heckendorf, Village President Jen Heidtke, Village Administrator Budget and Finance Committee From: Collin Johnson, Director of Inspections/Zoning Subject: Review of Proposals - 2025 Village of Jackson Zoning Code Update Background and Analysis: In 2023, the Village of Jackson entered into a Professional Services Agreement with CIVITEK Consulting to perform a zoning code audit. The audit included a thorough review of the Village’s current zoning code, Chapter 48, including (text/map), as well as internal administrative policies and procedures. The intent of the audit was to evaluate what is working and what is not and to provide detailed recommendations on potential changes. The scope of work included 15 separate areas to be included in the review. The audit report was presented to the Village Plan Commission at their January 18th, 2024, meeting. The Plan Commission recommended the Village Board authorize staff to proceed with an RFP to revise and update Village Zoning Codes. The Village Board considered the matter at their January 30th, 2024, special meeting and approved the matter unanimously. The scope of the RFP included a full rewrite of Chapter 48 of the Village’s Ordinances, the Zoning Code, along with potential updates to other associated code sections, including but not limited to, Chapter 8 Buildings and Construction, Chapter 16 Environment, Chapter 26 Manufactured and Mobile Homes, and Chapter 38 Subdivisions. It further identified 13 individual items outlined by village staff, detailing specific goals of the RFP including: 1. The new zoning ordinance will be simpler and more user-friendly than the current ordinance. It will include charts, diagrams, tables, and other graphics where appropriate. 2. The new ordinance will maintain consistency across all districts. Where applicable, lists of allowed uses will be broad-based and adaptable to changing economic environments. 3. The new ordinance will legalize traditional development patterns that are present in the Village’s older neighborhoods and provide flexibility to allow those neighborhoods to maintain their character and to redevelop. 4. The new ordinance should have a hybrid format, including some elements of a traditional Euclidean framework, particularly in existing neighborhoods which developed under that framework, along with some elements of Form Based or other innovative systems such as middle housing, affordable rental and homeowner units, adaptive reuse, and accessory dwelling units. 5. The new ordinance will provide for means to require Traffic Impact Analysis from a developer and set qualifying standards for such analysis. Page 91 of 144 Taking the lead in Washington County. 6. The new ordinance will give consideration to the regulation of special land uses, including items such as antenna and other telecommunication facilities, publicly accessible electric vehicle charging stations, Payday lenders, Adult Family Homes, Community Living Arrangements, Foster Homes, home occupations, solar and wind energy systems, and adult uses. 7. The new ordinance will provide for updates to the existing sign code and incorporate “content- neutral” regulations. 8. The new ordinance will establish parameters for the review and issuance of Conditional Uses. 9. The new ordinance will update and codify the Plan Commission’s building and site design policies and ensure that the design review process is as simple and predictable as possible. This includes landscaping, outdoor lighting, building design/material, and site improvement requirements. 10. The new ordinance will shift the focus away from density maximums to permitted housing types in the residential and any mixed-use zoning districts. 11. The new ordinance should also create a framework to reduce the need to use Planned Unit Development ordinances for mixed-use, commercial/industrial, and residential housing developments. 12. The new ordinance will improve the review procedures to shorten review times while achieving the overall intent of the zoning code. 13. The new ordinance will incorporate the Village’s Comprehensive Plan and will account for changes to the Land Use Plan. It will also incorporate recommendations from other planning documents, such as the Village of Jackson Zoning Code Audit Report (attached), the Washington County Next Generation Housing Initiative, and the Village of Jackson Wastewater Treatment Facility Facilities Planning Document. The RFP also developed a Scope of Work and Project Outline which included: • Review of the Comprehensive Plan and other relevant plans. The consultant will review the current Comprehensive Plan, the housing studies, and other relevant plans to ensure the new code will be consistent with recent planning documents. • Evaluation of Existing Neighborhoods, Corridors and Districts. Staff will work with the consultant to identify context-sensitive regulations for existing neighborhoods throughout the Village, as well as regulations to guide new development and redevelopment where applicable. • Public Outreach. The consultant will develop a public outreach strategy to inform community stakeholders and the general public about the benefits of the proposed code updates, as well as conduct meetings and/or a charette and web interaction throughout the process. The Plan Commission will be the project steering committee and will receive regular updates throughout the process either by the consultant or by Village staff. • Drafting the Document. The consultant will prepare drafts of the zoning ordinance, including graphics, for review by staff and the steering committee, culminating in a final version to be acted upon by the Plan Commission and the Village Board. The consultant will also complete any required revisions to the ordinance. • Stress Tests. Prior to final approval, the consultant will work with staff to test the draft on existing properties, likely development scenarios, and common code enforcement situations in the Village of Jackson to anticipate and correct for unintended problems. The RFP also established a selection criterion and assigned point values to each of the six items as a means to evaluate potential submittals. Page 92 of 144 Taking the lead in Washington County. While the RFP was sent out to 20 separate entities, CIVITEK Consulting, in partnership with GRAEF, was the only entity to submit a proposal. Staff have reviewed the proposal from CIVITEK/GRAEF and found it to meet each of the goals established in the RFP as well as the items detailed in Scope of Work and Project Outline. Additionally, the consultant(s) favorably met each of the selection scoring criteria. The budget proposal provided also falls within the expected range for this type of service. Staff have identified two optional “tasks” (#15 and #16) listed under Section 7 of the RFP which are believed to be unnecessary and therefore will not be included in the overall scope of the project. Project updates will be hosted on the Village website. The total proposed cost for the zoning code update project, as proposed, is $65,900.00. Finally, the RFP also established a project performance timeline with the project commencing on or before July 14th, 2025, and a completion date on or before October 30th, 2026. The CIVITEK proposal identifies a completion date within 14 months of project kick-off, which is well within the established completion date. Potential Action: Motion to recommend the Village Board approve the RFP for planning services from CIVITEK Consulting to perform a zoning code update for the Village of Jackson for an amount not to exceed $65,900.00. Attachments: 1. Jackson Zoning Code Audit Report 2. Village of Jackson Zoning RFP - 04072025 3. Civi Tek + GRAEF proposal for zoning code update project Page 93 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 1 1. Introduction The Village of Jackson retained Civi Tek Consulting to conduct an audit of the Village’s existing zoning code as an initial first step in developing a workplan to update the code, which was first adopted in 1994. The overall intent of the audit is to generally identify potential changes that are intended to: • align the code to court rulings; • align the code to new/revised state law; • align the code with the comprehensive plan and other local plans; • improve overall transparency; • right-size dimensional standards; • include new land uses; • address affordable housing; • clearly articulate requirements; • make the code more user-friendly (easier navigation, use of plain English); and • improve review procedures to shorten review times, while achieving the overall intent of the zoning code. Findings and recommendations in this report are not prioritized; staff will evaluate potential changes consistent with time and budget constraints. 2. Code Organization A well-designed table of contents provides the highest level of organization. As with most things, there are a number of ways zoning code content can be organized. The author prefers a “flatter” structure rather than a “pyramidal” scheme. With a flatter structure, the reader can visually see all of the major parts of the code in a single page. In contrast, a pyramid requires the reader to open up the highest levels to see what is within. A sample table of contents for the zoning code is included as Appendix A. It pulls in land-use regulations found in other parts of the municipal code including floodplain regulations (Chapter 16, Article II) and adult-use standards (Chapter 10). Some communities are pulling all of the land development regulations into a single chapter of the municipal code under the umbrella of a “unified land development code”. If that is desired, land division procedures and requirements would be incorporated into the overall table of contents. The parts in the table of contents that are less obvious are explained in varying level of detail in the following pages of this report. 3. Land Uses A comprehensive list of permissible land uses is one of the key building blocks of a good zoning code. The list should be crafted to meet unique needs of the Village and include existing uses and new land use types that area reasonably anticipated to occur in the future. Land uses should be defined so there are no overlapping terms. Page 94 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 2 Because this master list can be lengthy, land uses should be grouped to help the reader more easily find the land uses they are trying to find. Below are typical groups. Typical Land Use Groups • Residential • Recreation and Entertainment • Agriculture & Resource-Based Uses • Special Care Facilities • Government & Community Services • Accessory Uses for all Principal Use • Food and Beverage Sales • Transportation • Accessory Uses for Residential Uses • Vehicle Rental, Sales, and Service • Telecommunications and Utilities • Accessory Uses for other Principal Uses • General Commercial • Industrial & Manufacturing • Temporary Uses • General Storage As a starting point, a typical list of land uses is included in Appendix B. It should be noted, the current code has a rather limited listing of land uses due in large part how conditional uses are handled; more about that later. 4. Land Use Table A land use table (aka use table) is a great organizational tool because it lists of all land uses allowed within the jurisdiction and identifies where the uses are allowed by right or as a special exception (aka conditional use). Below is a snippet of what a typical table looks like. Depending on the number of zoning districts, a land use table may in fact consist of two; one for residential districts and one for all other districts. Not only does a table like this identify where the uses are allowed, it can also indicate if there is secondary review, such as architectural review, site plan review, or zoning permit review. A land use table efficiently helps answer two fundamental questions. • What can I do with this property? (columns) • Where can I put my business? (rows) Sample Code from Another Jurisdiction What can I do? Where can I put it? Page 95 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 3 5. Land Use Descriptions and Standards Building off of the organization created with a land use table (i.e., groupings), all of the related information should be found in one part of the code. For each land use, there should be a description of the use and any parking and supplemental standards as appropriate. By way of example, each land use should include the following parts: • Description • Vehicle parking requirements • Bicycle parking requirements (required or recommended) • Loading requirements • Supplemental standards Below is snippet for an artisan shop. What is important here is the organization, not necessarily the specific content in each of the parts. In term of organization, all of the land use descriptions and standards could be located in an appendix. In the proposed table of contents, this is Appendix B. Sample Code Artisan shop Description: A place where handmade craft items or works of art are made on a small-scale and offered for retail sale. Examples of such items include paintings, textiles, weaving, photography, sculptures, pottery, leather products, handmade paper, jewelry, hand-blown glass, small furniture and other similar wooden items, candles, soaps, and lotions. Vehicle Parking: 1 space for each 350 square feet of display area; plus 1 space for each employee on the largest work shift Bicycle Parking: Recommended - 5 percent of required vehicle parking spaces, but not less than 4 Supplemental Standards: (A) Generally. All materials and activities, except loading and unloading, must be conducted entirely within an enclosed building. (B) Demonstrations and workshops. The operator may conduct demonstrations and workshops within the confines of the building. 6. Zoning Districts There are more than 20 zoning districts in the current code as listed below. The number of zoning districts for single- family residential is unusually large. As part of a code rewrite, the Village should consider merging some of the residential districts to reduce the overall number. It also appears the floodplain districts serve as base zoning districts. A better approach is to use overlay districts for the floodplain regulations. • A-1 Agricultural District • R-1 Single-Family Residential District • R-2 Single-Family Residential District • R-3 Single-Family Residential District • R-4 Single-Family Residential District • R-5 Single-Family Residential District Page 96 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 4 • R-6 Two-Family Residential District • R-8 Multiple-Family Residential District • R-9 Mobile Home Park District • RT-10 Single-Family Residential District • RT-11 Single-Family Residential District • B-1 Community Business District • B-2 Downtown Business District • M-1 Limited Manufacturing District • M-2 General Manufacturing District • P-1 Park and Recreation District • I-1 Institutional and Public Service District • FW Floodway district (Chapter 16, article II) • FC Floodplain conservancy district (Chapter 16, article II) • FF Flood fringe district. (Chapter 16, article II) • GFP General floodplain district. (Chapter 16, article II) • PUD-01 Miller Mixed-Use Planned Unit Development District • PUD-02 Sysco Planned Unit Development District • PUD-03 KARM Planned Unit Development District 7. Definitions Section 48-1 of the zoning code includes more than 90 definitions, many of which relate to floodplain regulations. Additional sign definitions are found in s. 48-299. For the sake of completeness, all definitions should be gathered and put in one part of the code. While it is legally sufficient to include both general definitions and land use definitions in one section, its easier for the reader if land uses were part of a separate section. Recommendations for handling land use definitions are included in the previous section (Land Use Descriptions and Standards). Recommendations: 1. Definitions should be compiled into a master list and placed in a single section of the code. In the sample table of contents, general definitions would be placed in an appendix. 2. Remove land use definitions. 3. Definitions should simply describe the word/term, not go beyond that to include development standards or how various elements are measured. 4. Include illustrations when the meaning of a definition is not readily apparent after a first reading. By way of example, an illustration should be added to building height. 5. Ensure that all defined words/phrases are actually used in the code and if so, in the way intended. 8. Comprehensive Plan and Zoning Consistency While a comprehensive plan is not a regulatory tool, rezoning petitions need to be generally consistent with the future land use map. To help facilitate that consistency and take some of the guesswork out of the equation, some zoning codes and/or comprehensive plans show the zoning districts that may fit with the various land use categories. Page 97 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 5 Sample Compatibility Matrix from Another Jurisdiction Source: Ventura County Land Use Plan Recommendation: The zoning code should incorporate or reference a standalone document that shows all of future land use categories and what zoning districts would be appropriate. 9. Site Restrictions While addressing environmental constraints is a major part of a typical zoning code, it is not possible to definitively identify all of the potential issues. In such cases, it is quite common to see a provision in a zoning code that allows staff to flag specific properties that may be unbuildable or severely constrained due to development constraints that are generally not widely seen elsewhere. While staff can identify these types of situations, the property owner should be given the right to challenge the determination or provide additional information showing the constraint is no longer present or is less than what was flagged. Below is a sample provision. Sample Code from Another Jurisdiction Site Restrictions No land shall be used, or structure erected, where the land is unsuitable for such use or structure by reason of flooding, concentrated runoff, inadequate drainage, adverse soil or rock formation, unfavorable topography, low percolation rate or bearing strength, erosion susceptibility, or any other feature likely to be harmful to the health, safety, prosperity, aesthetics, and general welfare of the Village and its citizens. The Village Engineer, in applying the provisions of this section shall, in writing, recite the particular fact upon which he or she bases their conclusion that the land is not suitable for a certain use. Once such a determination has been made, the Zoning Administrator, Building Inspector, or other governmental official or body shall not issue a development order or other approval authorizing the development in the area subject to the development constraint. The property owner shall have the right to appeal such administrative decision consistent with the procedures and requirements in Article 5. The Zoning Administrator may reconsider his or her determination at any time and render a new determination if new or additional facts become known or if the facts upon which the determination was made are not accurate. Page 98 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 6 10. Bicycle Parking Standards It is becoming more common for communities to include standards for bicycle parking in their zoning codes as more people bike for pleasure and as one of their modes of transportation. Recommendation: The Village should consider how the zoning code could be modified to address this small, but growing, part of the transportation mix. In particular, the following provisions should be evaluated: • Establish site design standards for both short-term parking (2 hours or less) and long-term parking (more than 2 hours). • Allow reductions in on-site vehicle parking when bicycle parking is provided and maintained. • Establish standards for businesses and institutional uses, or recommended levels of bicycle parking as an initial starting point. • Identify whether the required or recommended parking is more geared to short-term or long-term parking. For example, a library would be geared to short-term parking while a government office may be more geared to long-term (employee) parking. 11. Electric Vehicles While electric vehicles (EVs) currently account for a fraction of motor vehicles on the road today, the number of EVs in Wisconsin is only expected to grow, slowly at first but then more aggressively when there is more infrastructure and ownership costs come down. To proactively address the growing demand, the Village should evaluate two related points. • Charging Stations as Infrastructure Some communities have established requirements in their codes that require the installation of charging stations in commercial and multifamily developments. Other communities have opted to require a certain percentage of them be EV-ready, which means underground conduit is in place so that a charging station can be more easily installed at future date. Recommendation: The Village should evaluate whether it is appropriate to require EV infrastructure or simply incorporate recommendations into the code. If EV infrastructure is required, the code should indicate if that means EV-ready or EV-installed. • Charging Stations as a Distinct Land Use When a bank of charging stations is installed in a parking lot, there is a potential that these charging stations become a unique land use (i.e., a gas station in the parking lot for Projected Electric Vehicle Registrations in Wisconsin Year EV Registrations Percent of Total Fleet 2022 9,039 0.1 2027 217,048 4.1 2030 334,097 6.1 2035 553,686 9.9 2040 843,623 14.7 2050 1,863,585 31.0 Source: Wisconsin Electric Vehicle Infrastructure Plan; Wisconsin Department of Transportation (2022) Page 99 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 7 EVs). This is especially true when they are located in a place that is highly visible to the travelling public. EV drivers who otherwise wouldn’t patronize the commercial establishment will turn in to plug in. While its great to have more plug-in options for the travelling public, a bank of stations can have the effect of using parking spaces that are needed for the principal use on the property. As with most land uses, the location on the parcel and the number of stations matters a lot. Recommendation: The Village should add a land use type in the zoning code to account for EV stations as a land use. This may be established based on the number stations provided (e.g., 10 or more) and/or the proximity to a major roadway (e.g., 8 or more charging stations within 200 feet of a major collector). More reading: Brian Ross, Jessica Hyink and Rebecca Heisel. “Zoning Practice - Preparing for the Electric Vehicle Surge” October 2022, Vol. 39, No. 10, American Planning Association. 12. Cottage Housing Cottage housing is a unique development type characterized by smaller single-family homes arranged in a cluster with shared common areas. Housing units are generally single-family units, although a few duplex units could be incorporated as well. This housing type generally appeals to singles, couples, and small families. A cottage housing project could occur in a greenfield setting or as an infill/redevelopment project. Given the need for affordable housing and to expand housing choice, the Village may want to add this development option to the zoning code. This development option is included in the sample table of contents in Appendix A. A typical ordinance will address the following matters. • Review procedure • General design principles • Housing density • Parking requirements (number and placement) • Yard setbacks • Building heights • Common area requirements (amount and use) • Maximum and minimum floor area • Number of units in a project • Perimeter landscaping • Unified architectural style Page 100 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 8 Sample Code from Another Jurisdiction The Common Council makes the following legislative findings: (1) Cottage housing is a new type of housing in Wisconsin Rapids that can fill an unmet housing need. (2) Cottage housing can provide opportunities for homeownership that may not otherwise exist. (3) Cottage housing responds to demographic trends occurring locally, in the region, and nationally. These include a declining household size and more people living alone and longer. (4) It is not possible to define specific areas in the City where cottage housing should be developed. Rather, cottage housing is a development option that developers can explore. (5) Cottage housing will likely have the same or fewer people than the single-family homes that could be built on the site. (6) Given the size restrictions on the housing unit, the bulk of a cottage housing project is similar to the single-family homes that could be built on the site. (7) Cottage housing is consistent with the City's comprehensive plan and supports the findings in the Housing Study completed in 2016. (8) Rather than codifying all parameters of cottage development, the standards in this article are intended to provide sufficient guidance without becoming overly prescriptive, with the understanding that the City and the developer will work together to craft a detailed development plan that meets community needs and works well with the site and the target market. Source: City of Wisconsin Rapids 13. Adaptive Reuse The Village’s code could potentially allow institutional uses (e.g., nursing homes, child day care centers, schools) in residential districts as a conditional use. While allowing institutional uses in residential districts makes a great deal of common sense (i.e., supportive services are located where people live) the code should anticipate that sooner or later these uses may no longer be needed because of market and demographic shifts. Rather than allowing these buildings to sit vacant and a potential drag on the surrounding properties, the Village should consider allowing adaptive reuse. This development option is included in the sample table of contents in Appendix A. Sample Code from Another Jurisdiction Section 510-250 Generally An adaptive reuse project allows the use of an existing building in a residential zoning district that has been used for an institutional use (e.g., school, day care, nursing home, library, worship facility) that for practical purposes is no longer usable for the most recent use or any other institutional use allowed in the zoning district where it is located. Such institutional use must have been legally established and operated and the building must not be dilapidated or in a state of disrepair, or partly or wholly destroyed by fire, flood, wind, or other disaster. Source: Village of East Troy 14. Architectural Review Standards The Village’s code does not directly address the architecture of multi-family and non-residential buildings (e.g., massing, continuous blank walls) or exterior building materials. The Village will need to determine what if any guidance should be added to the zoning code. These standards can range from simple to wide-ranging. They can be offered as guidelines or stated as a requirement. Page 101 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 9 As an initial starting point, the Village should evaluate standards used by cities and villages in the area and mirror those elements deemed appropriate. If the Village determines requirements are not needed, in whole or in part, guidelines could be developed. 15. Effect of a Land Transfer on Zoning Designation Under state law, adjoining property owners are able to transfer land from one lot to another provided the resulting parcels comply with local zoning requirements. In those situations where the affected lots are in different zoning districts, a provision should be added to the Village code stipulating that the transfer does not alter the location of the zoning district boundary until such time as the zoning map has been amended. Alternatively, a provision could be drafted stipulating that a parcel may only have one base zoning designation, which would disallow such land transfers until the zoning has been adjusted to reflect the proposed lot line. 16. Traffic Impact Analysis Historically, development in the village has been relatively small scale. However, the Village should consider adopting requirements for a traffic impact analysis (TIA). Such provision would state when a TIA is mandatory and what content should be part of a TIA. Below is an example set of requirements. Sample Code from Another Jurisdiction Traffic impact analysis A. When required. A traffic impact analysis is required when the anticipated number of trips per day of the proposed development at build-out is 500 or more. When the number of trips is 300 or more but less than 500, the Village may, in its sole discretion, require a traffic impact analysis when circumstances warrant such review. B. Purpose. A traffic impact analysis evaluates the adequacy of the existing transportation system to serve the proposed development and determine the expected effects of the proposed development on the transportation system. The traffic impact analysis must provide adequate information for Village staff to evaluate the development proposal and to provide recommended conditions of approval in the event approval is recommended. C. Preparation. When a traffic impact analysis is required, the applicant must hire an engineer as approved by the Zoning Administrator to prepare the report. The approved engineer shall have expertise in transportation planning. D. Trip generation rates. Trip generation rates for various land uses shall be based on the manual entitled "Trip Generation" (latest edition) published by the Institute of Transportation Engineers. Trip generation rates from other sources may be used if it can be shown that the alternative source better reflects local conditions. E. Form and content. A traffic impact analysis must be completed consistent with the most current revision of the Traffic Impact Analysis Guidelines published by the Wisconsin Department of Transportation. 17. Landscaping The current zoning code does not provide adequate guidance to applicants or those who must review development projects. While there is merit in allowing for flexibility, standards are needed from a practical and legal perspective so everyone knows what is required. Landscaping standards can be adopted for different parts of a lot and stated as a defined level of landscaping per a defined unit of measure. Often landscaping is required along the street frontage, in parking areas, around buildings, and sometimes within the interior of a lot. Page 102 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 10 Types of Landscaping in Different Parts of a Development Project The required level of landscaping can be adjusted based on where the project is located (commercial or industrial). Below is a generic way to think about minimum landscaping requirements. Location Plants per Unit of Measure Street side landscaping _#_ plants per 50 feet of street frontage Building foundation _#_ plants per 100 feet of building perimeter Parking lots _#_ plants per 500 square feet of pavement Interior lot _#_ plants per 1,000 square feet of building floor area By way of example, it’s quite common to require one shade tree for every 50 feet of street frontage. In that way, a more or less continuous canopy of shade can be provided over time. Screening (e.g., landscaping, fencing) between incompatible land uses is a common technique in many zoning codes. The Village’s zoning code doesn’t mention screening except for around mobile home parks. The Village should consider adopting more standards. Page 103 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 11 18. Outdoor Lighting Outdoor lighting is an important design component, that is really not addressed in the current code except for a brief mention with regard to conditional uses. The Village should consider establishing standards for multifamily, commercial, institutional and industrial developments. Lighting standards usually focus on a few key points that should be part of a site plan review. From a developer’s perspective, submitting the required information is a rather routine process. 19. Signs Division 7 of the zoning code addresses signage. As drafted, the regulations are not content neutral because they regulate content in varying degrees. This part of the code should be revised to comply with court rulings including Reed v. Town of Gilbert (U.S. Supreme Court, 2015) and Austin v. Reagan. Recommendations: 1. The Village should expand the scope of the sign regulations to address things typically included in sign codes. 2. Existing and new provisions must be drafted to be content neutral. 3. Sign regulations should also address electronic message displays with regard to size, lighting levels, number, and placement. 20. Design Principles The Village’s zoning code, as is common, requires a site plan review to evaluate proposed development projects. In its simplest form, this evaluation looks at the basics such as building placement and ensuring the number of required parking spaces are provided. Beyond that, there are many factors that play into a site’s design. The Village’s code does not include design principles in a meaningful way. From a practical and legal perspective, the code should include basic design principles that are considered during a site plan review process. This would include the design of on-site parking, pedestrian movements, building placement, landscape design, and outdoor lighting to name a few. Recommendation: The code should include meaningful design principles that can be used in the site review process. Sample Code from Another Jurisdiction Minimum Design Standards for Parking Parking areas must be designed based on the following principles: 1. Provide continuous flow of traffic through the parking area. 2. Allow safe movement of pedestrians from parking to buildings. 3. Allow for appropriate landscaping of parking areas without conflicting with outdoor lighting. 4. Ensure that emergency service vehicles are able to travel through parking areas, including fire trucks (having a curb- to-curb turning radius of 40 feet) and tow trucks (having a curb-to-curb turning radius of 47 feet with a car in tow). 5. Minimize impervious surfaces. 6. Allow for the logical expansion of parking areas to accommodate different land uses or an expansion of an existing use. 7. Ensure that the stormwater generated on the site is accommodated consistent with adopted requirements. Page 104 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 12 21. Review Procedures Overview As shown in the potential table of contents (Appendix A), all of the procedures are grouped together from an organizational standpoint. To help understand the basics of each, a chart is included in Appendix C. Existing procedures are shown along with potential revisions and new procedures that are not in the zoning code. Potential changes are intended to simplify the process and reduce the overall length of the process. Typical content While there are differences between the different review procedures, each should generally include the following elements. • Applicability and exemptions • Initiation • Review procedures • Decision criteria • Imposition of conditions in approval • Content of decision notice (letter) • Effect of approval • Effect of denial • Expiration of approval • Appeal Decision criteria From a practical and legal perspective, everyone should know the criteria decision-makers will be using to evaluate whether an application should be approved or denied. Sometimes, the criteria can be stated in terms of things decision-making process should consider. In some instances, though, it is appropriate to more definitively state the criteria that must be satisfied in order to grant approval. Sample Code for Factors as Decision Criteria from Another Jurisdiction The review authority must consider the following factors in making their decision: (1) effects of the project on traffic safety and efficiency and pedestrian circulation, both on-site and off-site; (2) effects of the project on the natural environment; (3) effects of the project on surrounding properties; (4) compliance with the general site design principles and requirements in Article __; (5) compliance with the design principles for parking lots in Article __; (6) compliance with other applicable requirements in this chapter; and (7) any other factor that relates to the purposes of this chapter set forth in § ___ or as allowed by state law. Sample Code for Mandatory Determinations from Another Jurisdiction The Plan Commission and Village Board must compare the known and anticipated impacts of the existing nonconforming use on properties in the area and those of the proposed nonconforming use. The Plan Commission may not recommend and the Village Board may not approve a conversion when the new nonconforming use would be more of a nonconformity than the existing nonconforming use. Burden of proof. To avoid any confusion, it’s always helpful to describe who has the burden of proof for each of the different types of reviews and during an enforcement proceeding. Page 105 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 13 Sample Code from Another Jurisdiction A. Application review process. During the application review process, the applicant has the burden of proof to show that the application should be approved based on the decision criteria relating to that application. B. Appeal of an administrative decision. During an administrative appeal proceeding, the petitioner has the burden of proof to show that such decision is not consistent with this chapter. C. Enforcement proceedings. During an enforcement proceeding, the zoning administrator or administrative unit taking enforcement action has the burden of proof to show that the action or development is in violation of this chapter. Step-by-step descriptions The section describing the steps in the review process can be a running list of who does what and when. Alternatively, the process can be graphically depicted as a flowchart. An example is shown below. New procedures • Reasonable accommodations Under federal law, a person with a disability can request a local government to make a reasonable accommodation in their zoning regulations. While a zoning code can be silent on this matter, the best approach is to incorporate provisions in the zoning code rather than crafting a process on the fly when a request has been made. The code should include legislative findings, a clear process how such requests are to be handled, and confidentiality provisions. • Registration of nonconforming uses. While nonconforming land uses are allowed to continue and exist, there are instances where the nonconforming use expands overtime and/or morphs into something quite different. When that happens, the municipality faces challenge in terms of enforcement. In addition, a person who owns a nonconforming use may also face challenges when they attempt to sell their business because the buyer or the lender may not know with certainty if what is being sold qualifies as a nonconforming use. For these reasons, the Village should consider adding a way in the zoning code to formally register a nonconforming use. At the conclusion of the process there would be an evidence-based determination that establishes when the use became nonconforming and the nature of the use at that time. The process can be initiated by the municipality or by the property owner. This procedure is included in the sample table of contents in Article 5 (Appendix A). 22. Outstanding Violations and Payments Approvals granted under a zoning code are considered a privilege and not a per se right. Therefore, the Village can refuse to consider any application so long as the subject property is currently violating the zoning code or when taxes and other required payments are delinquent. Below is a sample provision. Sample Code from Another Jurisdiction • If the zoning administrator determines that a parcel is in violation of this chapter, no permit or approval of any kind can be granted under this chapter that would benefit such parcel, except to correct the violation or as may be required by state law. • No permit or approval of any kind can be granted under this chapter that would benefit a parcel for which taxes, assessments, special assessments, or other required payments are delinquent and unpaid. Page 106 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 14 23. Specific Land Uses Antenna facilities State law preemptively The zoning code should be revised to regulate this use consistent with any standards. Amateur radio antennas State law preemptively regulates amateur radio antennas. The zoning code should be revised to regulate this use consistent with any standards. Payday lenders Section 59.69 (4f), Wis. Stats., preemptively regulates payday lenders. The Village should determine if this use should be regulated as allowed in that section. Foster homes The Village should amend the zoning code to regulate this use consistent with state law. Adult family homes State law preemptively regulates adult family homes. The Village should amend the zoning code to regulate this use consistent with that section. Community living arrangements Section 59.69 (15), Wis. Stats., preemptively regulates community living arrangements (CLAs). The zoning code includes CLAs, but does not explicitly address the number of residents and where they are specifically allowed. Under state statutes, CLAs with 8 or fewer residents are allowed in any residential zoning district. CLAs with 9 to 15 residents may locate in any multi-family zoning district by right and with approval as a special exception in a single-family or two-family zoning district. CLAs with more than 15 residents may locate in any residential district with approval as a special exception. The code should be amended to reflect the different permissions based on the number of residents. Accessory dwellings and in-law suites Accessory dwellings are currently not allowed. The Village may want to consider allowing them as a means to promote workforce housing. In-law suites are another housing option that can work to expand choices. With this type of housing the additional unit is an integral part of a single-family, but provides separate areas for related family members. An in-law suite has separate bedrooms, bath rooms, and kitchenette but does not have a front separate entrance. Sample Description for In-Law Dwelling Unit from Another Jurisdiction An arrangement and use of rooms within a single-family dwelling that allows for one or two family members to reside separate from the single housekeeping entity while remaining part of and having nonlockable direct interior access to the entire single-family dwelling. The arrangement of rooms may contain a kitchenette with associated living areas, bedrooms, and a bathroom. Note: Also known as secondary suite. Home occupations The current zoning code allows two distinct types of home businesses: home occupations and professional home offices. However, there are few limitations on those uses, which may be fine if that is the intent. Telecommunication facilities Section 66.0404, Wis. Stats., preemptively regulates telecommunication facilities. While the review process for a new tower of Class 1 collocation, is similar to a conditional use, it is recommended to create a new review process that is tailored to this specific use. Solar and wind energy systems Section 66.0401, Wis. Stats., preemptively regulates solar and wind energy systems. The Village should amend the zoning code to regulate these uses consistent with that section. Rather than use the conditional use process as the means of review, a new review process should be created. That way, there won’t be any confusion on the part of the applicant, neighbors, and the reviewing body. As with most land uses, the scale of the operation, the size of the subject property, the location of the use on the property, and operating characteristics matter a lot. It would be appropriate to specify the minimum lot area for many of these and to exclude them from a platted subdivision. While some of these uses can be allowed by right, most would be reviewed as a special exception. Page 107 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 15 Adult Uses The zoning code does not include any regulations for adult uses. Rather, licensing requirements are found in Chapter 10 of the municipal code. While the licensing requirements can remain outside of the zoning code, provisions should be added to the zoning code to identify where the use may be allowed. Chapter 10 suggests that the use can occur in any zoning district so long as the Village issues a conditional use permit. Again, with the changes to state law in 2017, there is not enough control with the conditional use process to deny a permit application. • Definition. The definition for adult establishments should also include “adult health/sport clinic”. A corresponding definition should be added to the section with all of the general definitions. • Secondary negative effects. Local communities can regulate adult uses as they relate to potential secondary negative effects they can create. The part of the code addressing adult uses should therefore be revised to include legislative findings specifically related to this matter. Below is a sample set of findings. If the Village wants to include such legislative findings, it is important to not only enumerate them in the code, but to be fully aware of what is being addressed beyond a casual understanding. A reading packet of related materials should be prepared and made available to those recommending adoption of the code and Village board members. Sample Code from Another Jurisdiction (A) Legislative findings. The town board makes the following legislative findings regarding adult-oriented establishments: (1) Negative secondary effects associated with adult, sexually-oriented establishments have been confirmed by the United States Supreme Court in its decisions in, for example, City of Renton v. Playtime Theatres, Inc. (475 U.S. 41 (1986)) and by the United States Court of Appeals in its decisions in, for example, Hang On, Inc. v. City of Arlington (65 F.3d 1248 (5th Cir., 1995)), Fantasy Ranch v. City of Arlington Texas (459 F.3d 546 (5th Circuit, 2006)), and Andy's Restaurant & Lounge, Inc. v. City of Gary (466 F.3d 550 (7th Cir., 2006)) and such negative secondary effects include, for example, personal and property crimes, prostitution, lewd behavior, assault, public indecency, obscenity, illicit drug use and drug trafficking, potential spread of disease, negative impacts on surrounding properties, urban blight, litter, and sexual assault and exploitation. (2) The decisions issued by the appellate courts constitute reliable sources of information that may be reasonably relied upon by the Town Board. (3) Each of the foregoing negative secondary effects constitutes a harm that the Town has a substantial governmental interest in preventing and/or abating. (4) Continued regulation of adult-oriented establishments is necessary to limit the aforementioned negative secondary effects associated with adult-oriented establishments and thereby promote the health, safety, and welfare of the Town of Mukwonago. (5) The Town Board intends, via this chapter, to establish reasonable regulations on adult-oriented establishments, while preserving free speech pursuant to the First Amendment to the United States Constitution and Article I, Section 3 of the Wisconsin Constitution. • Proximity to other land uses. Section 54-235 (c)(1) prohibits adult uses within 2,000 feet of any land used or zoned for residential purposes or within 2,000 feet of any church or school. Other similar uses should be considered including public libraries, play grounds and parks, family day care homes, group day care homes, taverns, or any youth-oriented establishment. The separation distances do not need to be the same. One word of caution is in order. It’s not possible to use these separation standards to in effect not allow adult uses in the Village’s jurisdiction. • Prohibition on sale of alcohol. If the Village determines that on-premise consumption of alcohol creates a negative effect deemed unacceptable, a prohibition can be part of the development standards for an adult use. Again, this restriction must be related to the secondary negative effects. Shared-use kitchen The Village may want to consider allowing shared-use kitchens, described below, in certain zoning districts and with appropriate development standards. Page 108 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 16 Sample Description for Shared-use Kitchen A commercial-grade kitchen that is open to community groups and local food entrepreneurs who produce food products for sale to restaurants, food stores, and other outlets that will sell the product to the ultimate consumer. A shared-use can be operated by a university or other secondary school, governmental agency, non-profit organization, or private company. Business incubator The Village may want to consider allowing business incubators, described below, in certain zoning districts and with appropriate development standards. Sample Description for Business Incubator A place where multiple start-up companies can operate within a single building for a defined period of time not exceeding two years. While each of the participating companies may have their own defined space, a business incubator will often have office space for the operator and common areas for the start-up companies including conference rooms, co-work areas, an employee lounge, copying and computer services, 3D printers, light machinery, and the like. In addition to a physical space, a business incubator provides access to business resources such as mentors, networking opportunities, training and educational programs, and other forms of material support. A business incubator can be operated by a university or other secondary school, governmental agency, non-profit organization, or private company. Wind test towers Section 66.0401(3), Wis. Stats., allows wind test towers throughout the municipality. While not a common occurrence, this use should be added to the Village code. Community gardens The Village may want to add a use type for community gardens and allow them in areas where they fit. Sample Description for Community Garden A place where a group of unrelated individuals grow vegetables, fruits, and flowers for their personal use. A community garden can be divided into individual plots of land for the exclusive use of the person assigned each plot, or the entire garden may be a cooperative effort of any number of people, or a combination thereof. Twin homes For the casual observer, a twin home looks like a typical duplex. The only difference is the common wall is located on a property line separating the two dwelling units. The Village should consider adding this type of housing to the land use table and establishing supplemental standards. 24. Conditional Uses A new paradigm The state legislature in 2017 changed how conditional uses are reviewed across the state. Prior to the new law, conditional uses were reviewed on a case-by-case basis. If the proposed use was appropriate for the given location, it was approved potentially subject to unique conditions intended to help make the project fit its surroundings. Now, the conditional use review process turns on the petitioner being able to comply with the municipality’s code requirements. As long as the standards can be met, then the conditional use is generally approved. For that reason, some communities have rethought how they use the conditional use review process. Most noticeably, conditional used now include various requirements that are tailored to each of the conditional uses. Some address operational characteristics including noise, hours of operation, outdoor storage, and the like. Other standards address special landscaping and screening requirements unique to the use. The current zoning code is ill-equipped to handle conditional uses under the new law, which is a prominent center piece of the Village’s land use strategy. By way of example, there is no list of permissible conditional uses. In fact, a number of the zoning districts state that “all uses and accessory uses are conditional in this district.” In practical terms, that means that a property owner can propose any land use and as long as they meet the standards in the code, most likely none, the Page 109 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 17 Village will have little chance to deny the project or impose conditions, with rare exception. Of all the potential revisions to the code, this is the most critical. Intermediary review In determining where the various conditional uses should be allowed, a typical lot in the zoning district is generally envisioned. However, there are lots that do not comply with the minimum lot size applied throughout the district. In addition, there may be existing nonconforming uses on a lot and there may already be a conditional use on a lot. Those are unique situations that affect whether a conditional use on a given lot would be appropriate or not. These are atypical situations that need to be handled differently. The Village may want to consider an intermediate review to determine whether a conditional use would be appropriate or not given the atypical nature of the lot. Below is a sample provision creating an intermediate review before a special use application can be considered. Sample Code from Another Jurisdiction Nonconforming lots In the event a lot is classified as a nonconforming lot (e.g., lot area, lot width), all conditional uses are prohibited, unless the Plan Commission determines, on a case-by-case basis, that the nature of the nonconformity does not affect the appropriateness of the lot for the conditional use. Any such determination in the affirmative shall have no bearing on the Plan Commission’s recommendation or the Town Board’s decision made under this chapter. Existing nonconforming uses In the event a lot has a nonconforming use, all conditional uses are prohibited, unless the Plan Commission determines, on a case-by-case basis, that the nonconforming use and proposed conditional use are compatible. Any such determination in the affirmative shall have no bearing on the Plan Commission’s recommendation or the Town Board’s decision made under this chapter. Existing conditional uses In the event a lot has an approved conditional use, all other conditional uses are prohibited, unless the Plan Commission determines, on a case-by basis, that the existing and proposed conditional uses are compatible. Any such determination in the affirmative shall have no bearing on the Plan Commission’s recommendation or the Town Board’s decision made under this chapter. Inappropriate use of the conditional use process The current code also uses the conditional use review process to review things that are not land uses per se. Such instances include: • § 48-108 (a) Maximum height of accessory structures • § 48-108 (b) Maximum floor area of accessory structures • § 48-108 (c) Maximum floor area of shed • § 48-267 Special use permits • § 48-302 Exceeding multiple standards for ground signs Following the statutory changes in 2017 for how conditional uses are reviewed, these sections should be revised to incorporate a different review process that gives the Village the needed discretion. 25. Financial Guarantees While it is common to include provisions in a land division code addressing financial guaranties for infrastructure, there are instances in the zoning code where the use of financial guarantee may be warranted. For example, if weather inhibits installation of required landscaping or the completion of a site improvement, temporary occupancy may occur if an adequate financial guarantee is in place. Sometimes a financial guarantee is required to ensure a telecommunication tower is removed when it is no longer in service. The zoning code should describe when financial guarantees may be used and most importantly what types of guarantees are acceptable. In this regard, bonds are the least desirable and should not be used. Cash deposits and letters of credit are far more desirable, because the money is easier to access. Page 110 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 18 26. Floodplain Regulations The Village’s floodplain regulations are currently not part of the zoning code, with the exception of floodplain terms and references to the different floodplain districts. Since the regulations were adopted, the Department of Natural Resources published a new model ordinance that is intended to comply with statutory changes (2019 Act 175, regarding regulation of nonconforming structures). As proposed in the table of contents (Appendix _??_), the floodplain regulations should be part of the zoning code. 27. Shoreland Regulations The Village’s zoning code does not address shoreland-wetlands as required under § 62.231, Wis. Stats. 28. Specific Revisions to Existing Code 1. The definition for family should be renamed to household unit and revised accordingly. 2. Include details on how lot area is measure. In particular, lot area should only include developable land. Potential exclusions are shown below. All of the numbers are illustrative. Sample Definition for Lot Area Lot area means the total horizontal area within the lot lines of the lot, but excludes the following: • 100 percent of any waterbodies • 50 percent of any slopes exceeding 18 percent • 100 percent of any wetlands • 85 percent of any floodfringe areas • 100 percent of any floodways • Etc. 3. The term “church” is used a number of times in the zoning code. While not entirely inappropriate, the more appropriate term is “place of worship” or “worship facility”. 4. Remove “parties in interest” from the list of definitions in § 48-1, because it is not referenced in the zoning code in any meaningful way. A review should be done to remove any unused terms from the definitions section. 5. The current code establishes prescriptive front yard setbacks. Setback averaging is a tool that works well in older established neighborhoods that may have been developed before the advent of the zoning code being adopted. 6. Mobile homes and manufactured homes are distinctly different housing types based on their construction specifications. It appears the code uses these terms somewhat interchangeably. The code should clarify where these different housing types are allowed. 7. Review § 48-1 to make sure all unique terms are defined. By way of example, impervious surface should be defined. 8. The code should be revised to comply with 2023 Wisconsin ACT 16 which was enacted in June of 2023. The act addresses (i) the procedure for amending zoning ordinances and appeal rights, (ii) approval of “permits” for residential housing developments, (iiI) judicial review of local residential development decisions, and (iv) planned development district zoning. Page 111 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 19 9. The code should be revised to comply with 2017 Wisconsin Act 67 which was enacted in November of 2017. The Act (i) limits the authority of local governments to regulate the development on substandard lots and repair, rebuilding, and maintenance of nonconforming structures, (ii) requires the issuance of conditional use permits under certain circumstances (previously discussed above), and (iii) provides standards for the granting of variances. 10. The definitions for front, side and rear yard leave land unclassified (i.e., not part of any yard area). 11. Section 48-150 address the requirements for a PUD and include requirements for “proof of financial capability.” How is that evaluated? It should be removed as a requirement. 12. Section 48-174 establishes a standard of one loading space for every 3,000 feet of floor area for businesses. That standard is excessive and should be revised. Page 112 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 20 Appendix A. Sample Table of Contents Article 1. General Provisions 2. Interpretation, Construction, and Definitions 3. Administrative Bodies Division 1 – Plan Commission Division 2 – Board of Adjustment Division 3 – Zoning Administrator 4. General Procedural Requirements Division 1 – Generally Division 2 – Notice Requirements Division 3 – Public Hearings Division 4 – Site Visits Division 5 – Financial Guarantees 5. Specific Procedural Requirements Division 1 – Code Amendment Division 2 – Planned Development District Division 3 – Special Exception Division 4 – Wireless Telecommunication Facility Division 5 – Wind Energy System Facility Division 6 – Solar Energy System Facility Division 7 – Site Plan Division 8 – Registration of a Nonconforming Use Division 9 – Conversion of a Nonconforming Use Division 10 – Zoning Permit Division 11 – Floodplain Permit Division 12 – Code Interpretation Division 13 – Administrative Appeal Division 14 – Variance Division 15 – Reasonable Accommodations 6. Zoning Districts and Land Use Division 1 – General Provisions Division 2 – Zoning Map Division 3 – Zoning Districts Division 4 – Allowable Land Uses 7. Use and Development Standards Division 1 – Dimensional and Related Standards Division 2 – General Standards Division 3 – Environmental and Engineering Standards Division 4 – Performance Standards Division 5 – Site Design Standards 8. Building Types (optional) 9. Alternative Development Options Division 1 – Conventional Planned Unit Development Division 2 – Cottage Housing Project Division 3 – Adaptive Reuse Project Division 4 – Conservation Subdivision 10. Specific Planned Development Districts 11. Floodplain Overlay District (Ch. 16, Art. II) Division 1 – General Provisions Division 2 – Maps and Districts Division 3 – General Provisions Applicable to all Floodplain Districts Division 4 – Floodway District Division 5 – Floodfringe District Division 6 – General Floodplain District Division 7 – Flood Storage District Division 8 – Administration Division 9 – Nonconformities 12. Wellhead Protection Overlay District 13. Shoreland-Wetland Overlay District 14. Shoreland Overlay District 15. Landscaping and Buffers 16. Parking, Loading and Access 17. Outdoor Lighting 18. Signs 19. Nonconformities 20. Enforcement Appendix A. Land Use Table B. Land Use Descriptions and Supplemental Standards C. Zoning Districts and Dimensional Standards D. Building Type Illustrations (optional) E. General Definitions F. Mapping Requirements Page 113 of 144 Village of Jackson Zoning Code Audit: 2024 Page | 21 Appendix B. Sample of Typical Land Uses 1. Residential • Mixed-use residential • Multi-family, 2 units • Multi-family, 3 to 4 units • Multi-family, 5 or more units • Single-family dwelling • Townhouse, 2 units • Townhouse, 3 to 4 units • Townhouse, 5 or more units 2. Special Care Facilities • Assisted living center • Community living arrangement, 8 or fewer residents • Community living arrangement, 9 to 15 residents • Community living arrangement, more than 15 residents • Group day care center • Group day care center (company) • Hospice care center • Nursing home • Temporary residential shelter 3. Food and Beverage • Banquet hall • Craft brewery, winery, distillery • Restaurant • Tavern 4. Vehicle Sales and Service • Marine sales and service • Truck stop • Truck-trailer rental establishment • Vehicle fuel station • Vehicle repair shop • Vehicle sales and service • Vehicle service shop 5. General Commercial • Adult-oriented establishment • Body-piercing establishment • Business incubator • Commercial greenhouse • Conference - exposition center • Equipment rental, large (new subtype) • Equipment rental, small (new subtype) • Financial services • General services • Healthcare clinic • Instructional studio • Multipurpose business • Office • Overnight lodging • Retail sales, 15,000 square feet or less • Retail sales, more than 15,000 square feet • Secondhand store • Shared-use kitchen • Tattoo establishment • Tobacco/vape/smoke store • Veterinary clinic 6. Recreation and Entertainment • Golf course • Indoor entertainment • Indoor recreation • Marina • Outdoor recreation • Park, community • Park, neighborhood • Recreational trail 7. Government & Community Services • Administrative government center • Animal shelter • Cemetery • Community center • Community cultural facility • Community garden • Delivery/pickup hub • Food pantry • Funeral establishment • Health care center • House museum (needed?) • Place of worship • Public safety facility • School, K-12 8. Transportation • Airport • Park and ride lot • Parking structure • Railroad • Transit center • Truck terminal 9. Utilities and Telecommunication • Large wind energy system • Public utility office and yard • Solar power plant • Telecommunication tower and Class 1 collocation • Telecommunication, Class 2 colocation • Utility installation, major • Utility installation, minor 10. Industrial & Manufacturing • Artisan shop • Composting facility • Construction equipment sales and service • Contractor yard • General repair • Makers space • Manufacturing • Recycling center • Solid waste transfer station 11. Storage • Bus storage facility • Dry boat storage • Personal storage facility • Vehicle storage yard • Warehouse 12. Agriculture & Resource-Based Uses • General cultivation • Open lands 13. Accessory Uses for All Principal Uses • Amateur radio and/or citizens band antenna • EV charging facility, 1 to 4 stations • EV charging facility, 5 or more stations • Exterior communications device • Firewood storage • Little free library • Rain garden • Retaining wall • Small wind energy system • Solar energy system, building- mounted • Solar energy system, ground-mounted 14. Accessory Uses for Residential Uses • Accessory building, residential • Accessory dwelling unit (ADU) • Amateur radio tower • Backyard chickens • Bed and breakfast • Boat house • Family day care home • Gardening • Home occupation • Hot tub • Household livestock • Household pets • In-family suite • Keeping of bees • Outdoor fireplace • Outdoor kitchen • Patio • Pergola • Play structure • Private kennel • Sport court (private) • Swimming pool • Tourist rooming house 15. Accessory Uses for Other Principal Uses • Accessory building, non-residential • Drive-through window • Outdoor food and beverage service • Outdoor play area • Parking lot • Roof-top greenhouse 16. Temporary Uses • Construction office • Livestock for vegetation management • Mobile food establishment • Model home • Party tent • Portable storage container • Rummage sale • Sale of vehicles and recreational equipment • Seasonal retail sales • Sidewalk café • Topsoil removal and sale • Wind test tower Page 114 of 144 REQUEST FOR PROPOSALS Village of Jackson Zoning Code Update Please Submit to: Collin Johnson Director of Inspections & Zoning W194 N16660 Eagle Drive Jackson, WI 53037 Ph: 262.677.9696 Email: collin.johnson@villageofjacksonwi.gov Issue Date: March 31, 2025 RFP Due Date: May 23, 2025 4:00 PM CST Page 115 of 144 1 | Page REQUEST FOR PROPOSALS: ZONING CODE UPDATE General Information The Village of Jackson seeks a qualified consultant to prepare a full rewrite of Chapter 48 of the Village’s Ordinances, the Zoning Code, along with potential updates to other associated code sections including but not limited to Chapter 8 Buildings and Construction, Chapter 16 Environment, Chapter 26 Manufactured and Mobile Homes, and Chapter 38 Subdivisions. Background: With a population of approximately 7,844 people, the Village of Jackson is considered the fastest-growing community in Washington County, Wisconsin. The Village of Jackson was originally settled in 1872 and was incorporated as a Village on March 14, 1912. The Village of Jackson is located northwest of Milwaukee and south of West Bend, at the intersection of U.S. Highway 45 and State Highway 60, in the heart of the Kettle Moraine Area, and was named after President Andrew Jackson. Jackson is an ideal place for people to work and live. Jackson enjoys many of the conveniences of a suburban city, with a small-town atmosphere. The Village features a downtown main street district with small lots, various businesses, and a mix of housing types within walkable neighborhoods. Neighborhoods developed since the 1970’s follow a more typically suburban pattern, larger lot sizes, and irregular street patterns. The Village also features three industrial/business parks with a mix of industrial, manufacturing, fabrication, warehouse, general commercial, and service- oriented businesses. The downtown (Main Street) business district stretches east and west along Highway 60 and features a mix of retail, professional services, gas/convenience stores, and fast-food restaurants. The last comprehensive update to the Village’s zoning ordinance was completed in 2017. It generally maintained the organizational structure as well as many specific regulations from previous versions of the code, dating to the 1960’s and 70’s. It is comprised of traditional residential zoning districts, business and manufacturing districts, manufacturing districts, as well as park and recreational, floodway, and institutional districts. The current Zoning Code also relies heavily on PUD or Planned Unit Development District zoning for both residential and commercial development. The PUD zoning code lacks “uses by right” and other traditional zoning standards mandated under current law. It is a conventional Euclidian-style code, with separation of use types and lot size mandates. Most of the Village’s downtown business and residential districts are non- conforming and outdated or absent use lists often make it difficult for businesses to Page 116 of 144 2 | Page locate in districts where they would otherwise be appropriate. Several piecemeal updates have been made throughout recent years, and while they have helped keep it functional, they have also introduced inconsistencies which complicate enforcement of the code. The Village also maintains extraterritorial plat review jurisdiction within the Towns of Jackson and Polk. In order to continue growing, and to continue providing housing and services for the existing population, the Village will need to encourage both new and redevelopment opportunities, higher densities, and mixed uses. The Village is nearing completion of minor updates to its Comprehensive Plan which will update the Future Land Use Map and Land Use Plan. The updated Zoning Ordinances must be aligned with the Village’s Comprehensive Plan which provides a framework for the new Zoning Code. The intended purpose of the Zoning Code update is to re-orient the Village toward a future growth pattern more focused on the Village defining and expanding uses by right, higher density residential development, and continued expansion of Village boundaries in more clear and concise language that is straightforward and simpler to navigate. Selection Timeline: • April 7th, 2025 - RFP Issued • May 23rd, 2025 - Proposals Due • May 26th – June 13th, 2025 – Review of Proposals • June 16th – 27th, 2025 - Interviews with candidate firms. • July 8th, 2025 – Village Board Project Approval • July 14th, 2025 – Project Commencement • For budget purposes all work must be completed by October 30th, 2026. Goals: • The new zoning ordinance will be simpler and more user friendly than the current ordinance. It will include charts, diagrams, tables, and other graphics where appropriate. • The new ordinance will maintain consistency across all districts. Where applicable, lists of allowed uses will be broad based and adaptable to changing economic environments. • The new ordinance will legalize traditional development patterns that are present in the Village’s older neighborhoods and provide flexibility to allow those neighborhoods to maintain their character and to redevelop. • The new ordinance should have a hybrid format, including some elements Page 117 of 144 3 | Page of a traditional Euclidean framework, particularly in existing neighborhoods which developed under that framework, along with some elements of Form Based or other innovative systems such as middle housing, affordable rental and homeowner units, adaptive reuse, and accessory dwelling units. • The new ordinance will provide for means to require Traffic Impact Analysis from a developer and set qualifying standards for such analysis. • The new ordinance will give consideration towards regulation of special land uses including items such as antenna and other telecommunication facilities, publicly accessible electric vehicle charging stations, Payday lenders, Adult Family Homes, Community Living Arrangements, Foster Homes, home occupations, solar and wind energy systems, and adult uses. • The new ordinance will provide for updates to the existing sign code and incorporate “content neutral” regulations. • The new ordinance will establish parameters for review and issuance of Conditional Uses. • The new ordinance will update and codify the Plan Commission’s building and site design policies and ensure that the design review process is as simple and predictable as possible. This includes landscaping, outdoor lighting, building design/material, and site improvement requirements. • The new ordinance will shift the focus away from density maximums to permitted housing types in the residential and any mixed-use zoning districts. • The new ordinance should also create a framework to reduce the need to use Planned Unit Development ordinances for mixed use, commercial/industrial, and residential housing developments. • The new ordinance will improve the review procedures to shorten review times while achieving the overall intent of the zoning code. • The new ordinance will incorporate the Village’s Comprehensive Plan and will account for changes to the Land Use Plan. It will also incorporate recommendations from other planning documents, such as the Village of Jackson Zoning Code Audit Report (attached), the Washington County Next Generation Housing Initiative, an d the Village of Jackson Wastewater Treatment Facility Facilities Planning Document (available upon request). Scope of Work and Project Outline: The final work program and timeline will be developed in conjunction with Village staff, but the scope of work should include the following: • Review of Comprehensive Plan and other relevant plans. The consultant will review the current Comprehensive Plan, the housing studies, and other relevant plans to Page 118 of 144 4 | Page ensure the new code will be consistent with recent planning documents. • Evaluation of Existing Neighborhoods, Corridors and Districts. Staff will work with the consultant to identify context sensitive regulations for existing neighborhoods throughout the Village, as well as regulations to guide new development and redevelopment where applicable. • Public Outreach. The consultant will develop a public outreach strategy to inform community stakeholders and the general public on the benefits of the proposed code updates, as well as conducting meetings and/or a charette and web interaction throughout the process. The Plan Commission will be the project steering committee and will receive regular updates throughout the process either by the consultant or by Village staff. • Drafting the Document. The consultant will prepare drafts of the zoning ordinance, including graphics, for review by staff and the steering committee, culminating in a final version to be acted upon by the Plan Commission and the Village Board. The consultant will also complete any required revisions to the ordinance. • Stress Tests. Prior to final approval the consultant will work with staff to test the draft on existing properties, likely development scenarios, and common code enforcement situations in the Village of Jackson to anticipate and correct for unintended problems. Deliverables: • Submittal of a final version of the code in both an editable, mutually agreed upon format such as Microsoft Word, Microsoft Publisher, or Adobe InDesign and in Adobe Portable Document Format (PDF) that can seamlessly integrate into our CivicPlus Municode system. • Proposal shall provide a 12-month consultation period to the Village of Jackson for administration of updated zoning code. Consultation period shall commence upon the effective date of the zoning code. Budget: Proposals should provide a total not-to-exceed fee to prepare the Chapter 48 zoning code update including hourly rates and estimated number of hours to complete the project, travel, and any other incidental costs associated with the project. Costs should be provided separately for any updates to Chapter 8, Chapter 16, Chapter 26 and Chapter 38. Proposal Requirements: Page 119 of 144 5 | Page At minimum to be considered complete, the proposal should include the following: • Firm contact (name, work position, phone number, and email). • Office address, main telephone number, and website for the firm. • Three qualified references based on public sector experience. • A brief proposal for the project work program including an estimated timeline to ensure that tasks can be completed within the established deadline. • A description of anticipated meetings with and outreach to Village Boards and Commissions, Village staff, and the public. • A brief overview of your firm, including a summary of experience with zoning code updates and examples of similar completed projects. • A biography of key personnel who will be providing the services, and their roles. • If partnering or contracting any of the work with another consultant or professional, please indicate this in the proposal and include that firm’s (or individual’s) biography and relevant experience. • A detailed fee proposal, including a “not to exceed” fee to complete the work. • Any other relevant information that the proposer would like to include. Consultant Selection: From completed proposals received by the deadline, a final consultant will be selected based on the criteria listed below. Finalists will be expected to participate in an interview with a selection committee consisting of a combination of Village staff. Consultant will be notified of the expected award in mid to late May, with final approval by the Village Board expected in early June. Selection Criteria: • Relevant experience of firm and project team (40 pts) • Quality of similar completed projects (20 pts) • Understanding of the issues (10 pts) • Proposed project program, deliverables, and timeline (15 points) • Public outreach process (10 pts) • Proposed project cost (5 pts) Please submit questions and requests for clarification to Collin Johnson at collin.johnson@villageofjacksonwi.gov or (262) 677-9696 Page 120 of 144 6 | Page Proposals should be emailed in PDF format to collin.johnson@villageofjacksonwi.gov and jen.heidtke@villageofjacksonwi.gov. A download link to a Dropbox site or another other secure site will also be accepted. Complete proposals must be received by 4:00 PM on Friday, May 23rd, 2025, to be considered. Reservation of Rights The Village reserves the following rights in regard to the Request for Proposals: • To pose questions to respondents prior to the deadline to clarify the content and to ensure a complete understanding of each submission. Additionally, the Village of Jackson may request additional information or an in-person or phone interview or presentation. • To cancel or withdraw the RFP prior to the submission deadline. • To modify or issue clarifications to the RFP prior to the submission deadline or to modify the deadline for submissions or other actions. Any modification will be updated on the Village’s website. • To reject any response it deems incomplete or unresponsive to the submission requirements. • To reject all submissions submitted under the RFP. • To reissue the RFP, a modified RFP, or a new RFP, or other process (Request for Qualifications) whether or not any submissions have been received in response to the initial RFP Ownership and Use of Submissions • All submissions shall become the property of the Village of Jackson. The Village may use any and all ideas in any submission whether the submission is selected or rejected. Links to current code and planning documents: Current Zoning Code: Mini TOC: Chapter 48 - ZONING | Code of Ordinances | Jackson, WI | Municode Library Current Subdivision Code: Chapter 38 - SUBDIVISIONS | Code of Ordinances | Jackson, WI | Municode Library Current Zoning Map: 400 Current Comprehensive Plan: Document Center • Jackson Village, WI • CivicEngage Page 121 of 144 7 | Page Web GIS Property Finder Application: Real Estate Tax Parcel Attachments: 1. Village of Jackson Zoning Code Audit Report Page 122 of 144 Proposal for Planning Services Zoning Code Update Project Prepared For: Collin Johnson, Director of Inspections & Zoning Village of Jackson W194 N16660 Eagle Drive Jackson, WI 53037 Page 123 of 144 610 S Ferry Drive Lake Mills, WI 53551 p: 920.728.2814 Municipal Planning Services to Help Communities Become Smart + Connected May 22, 2025 Collin Johnson, Director of Inspections & Zoning Village of Jackson W194 N16660 Eagle Drive Jackson, WI 53037 Dear Mr. Johnson: In collaboration with GRAEF, Civi Tek Consulting is pleased to submit this proposal for the zoning code update project. As you review our proposal, please keep the following in mind: • Recognized Experience The members of our team have hands-on experience administering zoning regulations at the local level. That insight matters—it ensures the new code will be drafted with staff needs in mind. Our goal is to deliver a code that is both simple to use and effective. • Commitment We are committed to being responsive to your needs and making this a successful project—one we can all be proud of. • Value Dollar for dollar, we will produce a great product and give you more value. Given our competitive fee structure, we can give you more effort and create more value when compared to a comparable budget proposal. • Custom-Tailored Products You will receive a work product that meets your needs. • Proven Track Record We encourage you to contact any of our references—they can speak best to our experience and capabilities. We would welcome the opportunity to meet with you and others to refine the scope of services, timeline, and corresponding budget to fully meet the Village’s needs. Thank you for considering our team. If you should have any questions, please contact me at 920.728.2814 or at tim.schwecke@civitekconsulting.com. Sincerely, Tim Schwecke Craig Huebner Civi Tek Consulting GRAEF Page 124 of 144 1. Project Team To meet the unique needs of this project, Civi Tek Consulting will be teaming with GRAEF. Resumes for the key team members are included at the end of our proposal. Civi Tek Consulting Civi Tek Consulting (website) helps communities master the challenges and opportunities they face by offering a full suite of municipal planning services, including: • Unified land development codes • Conservation subdivision design regulations • Community surveys • Zoning codes • Hazard mitigation plans • Environmental reviews • Subdivision regulations • Comprehensive plans • Zoning code administration • Sign codes • Neighborhood plans • General municipal consulting • Landscaping regulations • Recreation and park plans Tim Schwecke formed Civi Tek Consulting in 2003 after having worked for local government and consulting firms in Wisconsin and Florida. As a consultant, Tim has worked with large and mid- sized communities and rural towns on a wide variety of projects but specializes in land use regulations. Tim authored an article for American Planning Association’s Planning Magazine (February 2020) that presents a framework that local planning offices can use to put their residents front and center in everything they do. In addition, Tim is the founder of Civic Webware, a technology firm that works at the intersection of innovative technology and community planning to help communities become Smart + Connected. Civic Webware’s flagship product, ZoningHub, is an online service that municipalities can use to post their land development codes and related materials online in a new map-based platform that is both user-friendly and fun to use. Page 125 of 144 GRAEF Since its inception in 1961, GRAEF (website) has grown from a small individual partnership to a prominent, multi-disciplinary international firm. GRAEF has a team of nearly 300 employees spread across ten offices in the Midwest, Florida, and Turks and Caicos. Over 63+ years, GRAEF’s unwavering dedication to excellence has been fueled by core values such as integrity, quality, and a steadfast commitment to exceptional customer service. These principles form the bedrock of GRAEF’s operations, ensuring that clients receive the highest level of satisfaction and a seamless experience. GRAEF has remained at the forefront of the industry, consistently adapting to emerging trends and embracing advancements, and is proud to be a reliable partner for clients seeking top-tier services and unmatched expertise. There is a team of seven planners at GRAEF that have vast municipal planning experience across the Midwest. Beyond our experienced planning team, we offer a broad range of engineering, landscape, architectural, GIS, legal, and environmental services that can often fill the gap when special questions arise relating to different aspects of the zoning ordinance. Craig Huebner, AICP, will be the lead planner at GRAEF. He works on a complimentary mix of projects including zoning code rewrite projects, comprehensive planning, neighborhood master planning, commercial redevelopment, streetscape corridor planning/design, urban design, park and open space planning, and design guidelines. He is the project manager for the zoning code projects for the City of Janesville and City of Port Washington. Page 126 of 144 2. Project Understanding The Village’s current zoning code is outdated and does not always reflect best zoning and planning practices. Most importantly, the code does not fully implement the goals and objectives in the Village’s Comprehensive Plan (2017). Some parts of the existing zoning code will be carried forward into the new code, while other parts will be substantially revised. Entirely new sections will be added as well. When completed, the new zoning code will look and feel different. It will be more user-friendly. It will be integrated into other land-use regulations and be internally consistent, with no overlapping or contradictory provisions. The primary objectives for the project are as follows: • The new zoning ordinance will be simpler and more user friendly than the current ordinance. It will include charts, diagrams, tables, and other graphics where appropriate. • The new ordinance will maintain consistency across all districts. Where applicable, lists of allowed uses will be broad based and adaptable to changing economic environments. • The new ordinance will legalize traditional development patterns that are present in the Village’s older neighborhoods and provide flexibility to allow those neighborhoods to maintain their character and to redevelop. • The new ordinance should have a hybrid format, including some elements of a traditional Euclidean framework, particularly in existing neighborhoods which developed under that framework, along with some elements of Form Based or other innovative systems such as middle housing, affordable rental and homeowner units, adaptive reuse, and accessory dwelling units. • The new ordinance will provide for means to require Traffic Impact Analysis from a developer and set qualifying standards for such analysis. • The new ordinance will give consideration towards regulation of special land uses including items such as antenna and other telecommunication facilities, publicly accessible electric vehicle charging stations, Payday lenders, Adult Family Homes, Community Living Arrangements, Foster Homes, home occupations, solar and wind energy systems, and adult uses. • The new ordinance will provide for updates to the existing sign code and incorporate “content neutral” regulations. • The new ordinance will establish parameters for review and issuance of Conditional Uses. • The new ordinance will update and codify the Plan Commission’s building and site design policies and ensure that the design review process is as simple and predictable as possible. This includes landscaping, outdoor lighting, building design/material, and site improvement requirements. • The new ordinance will shift the focus away from density maximums to permitted housing types in the residential and any mixed-use zoning districts. Our overall approach is intended to create a zoning code that enjoys broad public support. Page 127 of 144 • The new ordinance should also create a framework to reduce the need to use Planned Unit Development ordinances for mixed use, commercial/industrial, and residential housing developments. • The new ordinance will improve the review procedures to shorten review times while achieving the overall intent of the zoning code. • The new ordinance will incorporate the Village’s Comprehensive Plan and will account for changes to the Land Use Plan. It will also incorporate recommendations from other planning documents, such as the Village of Jackson Zoning Code Audit Report, the Washington County Next Generation Housing Initiative, and the Village of Jackson Wastewater Treatment Facility Facilities Planning Document. Page 128 of 144 3. Proposed Approach Drafting Principles While drafting land-use regulations seems fairly straightforward, the result can be less than satisfying if not done well. We will use the following principles in drafting the zoning code: • Divide the code into logical parts • Include legislative findings – also called findings of fact • Include purpose statements to define what the code is intended to accomplish • Devise a simple scheme for numbering sections • Use descriptive section headings • Keep each of the sections short by covering only one topic • Write simply and clearly • Use tables and charts • Incorporate pictures and graphics • Eliminate inconsistencies and duplicative language • Develop clear definitions • Craft the code so subsequent amendments can be easily incorporated • Eliminate legalese and vague language • Focus on details in the context of the larger picture • Differentiate between legislative, quasi-judicial, and administrative decisions • Establish step-by-step procedures for each of the development review processes • Include examples where a formula is used • Keep the code simple – but effective Graphics and Illustrations In addition to using stock illustrations in our image library, we will create custom graphics for the zoning code as needed. Below are some samples. Our overall approach is intended to create land- use regulations that enjoy broad public support. Page 129 of 144 Public Participation Although the importance of public participation is generally understood, it takes experience and sensitivity to local conditions to really do it well and in a cost- effective manner. A successful public participation effort is necessary to garner public support for a project, especially land-use regulations. Near the end of this project, the Village Board will need to decide whether or not the proposed zoning code is in the public interest. We want to make it as easy as possible to cast an affirmative vote in favor of adoption. For that to happen, they need to feel confident that all the voices have been heard and considered, and that the regulations strike an appropriate balance between potentially competing interests. As discussed in the scope of services in more detail, a number of tools will be used to first of all gather input and then secondly to share information with Village residents. They include the following: • Stakeholder listening sessions • Scoping workshop • Community open house • Project website (Village hosted or a dedicated site) • Online polling Public participation is about connecting with people. Page 130 of 144 Village Staff Involvement Collin Johnson, Director of Inspections & Zoning, will serve as the Project Manager for the Village. Although the final list of responsibilities will be negotiated through the contract process, staff could assist with the following tasks: • Provide background information and documents as may be required • Offer continuous feedback to the project team • Review and submit comments on various drafts • Participate in working sessions with the project team • Provide notices and secure venues for public meetings • Serve as a liaison between the public and consultant Communication between the project team and Village staff will be critical. During the project, we will be in constant contact to document our progress and accomplishments and to discuss unresolved issues, upcoming milestones, and logistics for completing the project on time. The unique characteristics created by the Village’s long history and the resulting wide range of land uses as well as current land demand will be important to consider in the creation of an effective zoning code. Page 131 of 144 4. Scope of Services and Deliverables We have developed a proposed scope of services as outlined below for your consideration and would welcome the opportunity to meet with you and further refine it to fully meet your needs. Task 1 – Public Participation Plan We will develop a public participation plan that describes the ways in which the public and others will be involved in the preparation, review, and adoption of the zoning ordinance. This plan needs to be realistic and solicit public input in cost-effective and meaningful ways. Task 2 – Project Orientation and Kick-off Meeting At the onset of the project, we will conduct an orientation and kick-off meeting with Village staff, the Plan Commission, and others. Our intent is to confirm the goals of the project, review the timeline for the project, and to identify specific issues the project will need to address. In addition, the recommended public participation plan will be reviewed. The plan may be approved by the Plan Commission and/or Village Board. Task 3 – Continuing Coordination. We will maintain constant contact with Village staff and others throughout the process to ensure the project is moving forward consistent with the adopted timeline and resolve any issues that arise during the project. We will provide regular updates and maintain regular contact. Task 4 – Issue Identification (Project Scoping) In this task, we will actively solicit input from a wide variety of people and groups regarding current zoning code requirements, administration procedures, zoning code deficiencies, suggested changes and implementation procedures. 4.1 – Stakeholder Listening Sessions. We will conduct confidential listening sessions with key stakeholders, which could include elected and appointed officials, department staff, and representatives of civic organizations, the local chamber of commerce, business groups, neighborhood groups, and the like. We will work with you to identify a list of potential participants. Up to 8 sessions are anticipated. 4.2 – Scoping Session with Village staff. In this subtask, we will meet with Village staff to identify issues and concerns they may have regarding the code rewrite. 4.3 – General Scoping Session. The consultant team will conduct a workshop for the Plan Commission, and other invited participants to identify issues the new zoning code should address in new or different ways. The purpose of this exercise is to develop a consensus on what needs to be addressed in the rewrite and sufficient direction to begin drafting the zoning ordinance. Our approach fosters a positive environment for: • sharing, • learning, • creating, • problem solving, and • decision-making. Page 132 of 144 Task 5 – Background Analysis/Evaluation 5.1 – Review of Comprehensive Plan and other Plans. We will review the Village’s adopted comprehensive plan (2017) to determine the extent to which the current zoning code conforms to the Village’s plan and analyze and document where it does not conform. Part of this analysis will include the review of the Village’s current zoning map to identify areas where there is an inconsistency between the zoning district designation and the desired future land use as recommended in the plans. 5.2 – Review of other Village Regulations. We will review other Village regulations, in particular Chapters 8, 16, 26, and 38 of the municipal code, to identify potential inconsistencies and gaps. The overall intent is to ensure consistency and integration. Recommendations will be provided to address any deficiencies identified in this step. This subtask is limited to 6 hours. 5.3 – Review Land Use Decisions Made Under the Existing Code. We will work with Village staff to review a number of recent development projects that were relatively controversial, did not proceed efficiently through the development review process, faced a legal challenge or threats of a legal challenge, or resulted in an undesirable end product. The intent of this task is to identify areas where the current zoning code functions well and where the new code needs to do things differently. 5.4 – Review of 2024 Code Audit. We will use the 2024 Code Audit as a starting point for reworking the Village’s new zoning code. Task 6 – Preliminary Discussion Draft (Draft 1) We will prepare a discussion draft of the zoning code. The new zoning code will be organized into logical topics, which will help create a user-friendly code. The code will include extensive use of graphics, tables, flow charts, matrices, and other methods for facilitating easy use and understanding of the zoning code. The discussion draft will be presented in distinct modules that will permit easy review. It is anticipated that the review will involve 6 meetings with staff (virtual and/or in person) and 4 with the Plan Commission. Task 7 – Stress Testing The consultant will work with staff to test the draft on existing properties, likely development scenarios, and common code enforcement situations in the Village of Jackson to anticipate and correct for unintended problems. This work will involve up to 5 different scenarios and one working-style meeting with Village staff. Task 8 – Final Discussion Draft (Draft 2) Based on input received from Village staff and the Plan Commission, a final draft of the zoning code will be prepared. This draft will be widely distributed to the public for review and comment. Various public meetings will be held to solicit input from the general public, stakeholders, and others. It is anticipated there will be 2 meetings with the Plan Commission to review the final draft. Page 133 of 144 Task 9 – Online Survey The consultant team will develop an interactive survey to gather resident feedback on key changes proposed for the Village’s zoning code. The results will be compiled and shared with the Plan Commission and others. Task 10 – Open House An open house will be held to create an informal setting for residents and others to learn more about the zoning code and to offer their suggestions and comments. Poster sessions will be used to describe the code and what it is intended to accomplish. A formal presentation may be given to highlight the key aspects of the proposed code. Comments collected from this session will be organized and submitted to the Plan Commission for review and consideration. At this point, we would suggest that the open house be held on a weekday from late afternoon into the evening hours to fit the schedule of more residents. Residents tend to like this format because they are able to focus on those areas that interest them and have their questions answered quickly and efficiently. Task 11 – Public Hearing Draft (Draft 3) In this step, we will prepare a public hearing draft zoning code and map based on input from the previous steps. In addition, we will prepare an executive summary explaining the public hearing draft and map and changes from the discussion draft and map. The executive summary will be distributed to the general public and the media prior to the public hearing. If needed, one meeting with the Plan Commission is anticipated. It is anticipated that the final set of revisions to the proposed code will be limited to 18 hours. Task 12 – Public Hearing The consultant team will attend the public hearing at which time the public hearing draft of the proposed zoning code and map will be presented and public input accepted. We will give a presentation regarding the project, explain the proposal, and respond to questions. One meeting is anticipated. Task 13 – Code Adoption Civi Tek will attend a Village Board meeting to present the consensus zoning code and map, as recommended by the Plan Commission. Task 14 – Ongoing Consultation The consultant team will provide support for a 12-month period following the adoption of the zoning code. This task is limited to 15 hours. Task 15 – Project Website (Village Hosted or Dedicated Site) The consultant team can either provide Village staff with project-related content and materials for posting on the Village’s website, or we can create a dedicated project website and maintain the content for the duration of the project. Page 134 of 144 We have successfully used both. The Port Washington Zoning Code Rewrite Project is an example of a Village-hosted webpage, and the City of Janesville has a dedicated project website. Links are below. https://www.portwashingtonwi.gov/departments/planning-and-development/downtown-parking- initiative/city-of-port-washington-zoning-code-rewrite-project https://graef-usa.mysocialpinpoint.com/janesvillezoning Task 16 - Project Kickoff Video (optional) As an optional service, the consultant team can produce a short video to introduce the public to the project. It will be narrated by a Village official and can be posted on the project website and shared via the Village’s social media and other channels. While we will work with you to craft the message, key points include major objectives of the rewrite, the timeline, and ways in which the public can become involved and more informed. By way of example, please view the short video we produced for Port Washington’s current code rewrite project. https://vimeo.com/938833074 Task 17 – Interactive Code with ZoningHub (optional) To truly maximize the impact of the Village’s significant investment in a new zoning code, we offer an optional service to create a one-stop online portal for the Village’s zoning regulations using ZoningHub—at no up-front cost. ZoningHub is a web-based service that seamlessly merges the zoning map, key parts of the text, and administrative functions to create an exceptional end-to- end solution. The interactive zoning map is especially powerful. It allows a person to quickly find zoning details at the parcel level with a few clicks. It shows what land uses are allowed in each of the zoning districts along with the applicable dimensional standards, and also what procedures are needed to move ahead with a project. More than 100 communities across the U.S. use the ZoningHub platform, ranging from small towns with 3,200 residents to large cities with more than 320,000 residents. Given the amount of time and money the Village will spend on a new zoning code, it doesn’t make a lot of sense to simply put it online in the usual way. Why not make it interactive and fun to use? It will soon become the go-to place for property owners, realtors, builders, local officials, and others to find the information they need. Zoning Code Update Page 135 of 144 Close to home, the Village of Richfield and the City of Hartford leverage the power of ZoningHub. villageofrichfield.zoninghub.com Page 136 of 144 5. Proposed Timeline Before taking on additional work, we evaluate our current workload to ensure that we are able to provide the highest quality service to our current clients and meet the demands of a new project. Given our current workload and staffing levels, we will be able to complete the project in 14 months. If the Village determines additional time is needed, we can adjust the timeline accordingly. Month Key Tasks 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15-26 1. Public Participation Plan ■ 2. Project Orientation and Kick- off Meeting ■ 3. Continuing Coordination ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 4. Issue Identification (Project Scoping) ■ ■ 5. Background Analysis/Evaluation ■ ■ ■ 6. Preliminary Discussion Draft (Draft 1) ■ ■ ■ ■ ■ ■ ■ ■ 7. Stress Testing ■ ■ 8. Final Discussion Draft (Draft 2) ■ ■ 9. Online Survey ■ 10. Open House ■ 11. Public Hearing Draft (Draft 3) ■ 12. Public Hearing ■ 13. Code Adoption ■ 14. Ongoing Consultation (12 Months) ■ 15. Project Website (Village Hosted or Dedicated Site) ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 16. Project Kickoff Video (optional) ■ ■ 17. Interactive Code with ZoningHub (optional) ■ Page 137 of 144 6. Recent Projects City of Janesville, City of Port Washington, City of Manitowoc Currently working with GRAEF (Milwaukee office) on three major code rewrites. Each of these are in progress. City of Hartford Zoning Code and Sign Code Rewrite (2025) (Subconsultant with GRAEF) Jacob Mass, City Planner/Director of Community Development City of Hartford 109 North Main Street Hartford, WI 53027 262-673-8265 jmaas@hartford.wi.gov Town of West Bend Zoning Code Amendments (2024) Troy Zagel, Town Chairman Town of West Bend 6355 County Road Z West Bend, WI 53095 414-531-7391 chairperson@townofwestbend.com, troyzagel@gmail.com Village of Richfield Zoning Code Rewrite (2022) Jim Healy, Village Administrator Village of Richfield 4128 Hubertus Road Hubertus, WI 53033 262-628-2260 administrator@richfieldwi.gov Outagamie County Zoning Code Audit (2023) Sadie DiNatale Burda, Principal Planner Outagamie County Development and Land Services 20 S Walnut Street Appleton WI 54911 920-832-7821 Sadie.Dinataleburda@outagamie.org Village of Mukwonago Zoning Code and Sign Code Rewrite (in progress) Diana Dykstra, Village Clerk Village of Mukwonago 440 River Crest Ct Mukwonago, WI 53149 262-363-6420 ddykstra@villageofmukwonago.gov Page 138 of 144 City of Manitowoc Sign Code Rewrite (2021) Adam Tegen, Community Development Director City of Manitowoc 900 Quay Street Manitowoc, WI 54220 920-686-6930 ategen@manitowoc.org Town of Mukwonago (Waukesha County) Zoning Code Update Project (2020) Kathy Karalewitz, Town Administrator Town of Mukwonago W320 S8315 Beulah Road Mukwonago, WI 53149 262.363.4555 kkaralewitz@townofmukwonago.us Page 139 of 144 Page 140 of 144 7. Budget Proposal We will complete the base tasks identified in the scope of work for a total fixed fee amount of $65,900. Optional tasks are included for your consideration. While there is no upfront cost to build a ZoningHub site for the new zoning code, there is an annual subscription fee of $1,680, with an additional $900 per year for the optional Permitting Module. These costs include website hosting through Amazon Web Services (AWS), as well as site maintenance, security, regular backups, future site enhancements, and ongoing support from a dedicated account manager. We welcome the opportunity to meet with you to refine the scope of services and the corresponding budget. Task Cost Proposal 1. Public Participation Plan $300 2. Project Orientation and Kick-off Meeting $1,100 3. Continuing Coordination $2,000 4. Issue Identification (Project Scoping) $2,400 5. Background Analysis/Evaluation $3,800 6. Preliminary Discussion Draft (Draft 1) $34,000 7. Stress Testing $2,300 8. Final Discussion Draft (Draft 2) $8,000 9. Online Survey $1,300 10. Open House $2,900 11. Public Hearing Draft (Draft 3) $2,600 12. Public Hearing $1,300 13. Code Adoption $600 14. Ongoing Consultation $2,500 15. Project Website - Dedicated Site (optional) Project Website - Village Hosted $2,400 $800 16. Project Kickoff Video (optional) $1,800 17. Interactive Code with ZoningHub (optional) No Cost Base Cost (without optional tasks) $65,900 Page 141 of 144 8. Resumes Page 142 of 144 Professional Resume TIMOTHY SCHWECKE PROJECT EXPERIENCE LAND USE REGULATIONS • Zoning Code Rewrite, City of Janesville (In progress) Subconsultant • Zoning Code Rewrite, City of Port Washington (In progress) Subconsultant • Zoning Code Rewrite, City of Manitowoc (In progress) Subconsultant • Zoning Code Rewrite, City of Hartford (2025) Subconsultant • Zoning Code Rewrite, City of Bayfield (Adoption anticipated in Q3 2025) • Sign Code and Zoning Code, Village of Mukwonago (Adoption anticipated in Q2 2025) • Subdivision and Zoning Code Audit, Outagamie County (2024) • Zoning Code Audit, Village of Jackson (2023) • Zoning Code Rewrite, Village of Richfield (2022) • Sign Code Rewrite, Manitowoc (2021) • Zoning Code Rewrite, Town of Mukwonago (2020) • Sign Code Rewrite, Wisconsin Rapids (2019) • Zoning Code Rewrite, Wisconsin Rapids (2018) • Zoning Code Rewrite, Town of Eagle (2017) • Zoning Code Rewrite Project, City of Washburn (2017) • Zoning Code Rewrite Project, Winnebago County (2011) • Zoning Code Rewrite, Wisconsin Dells (2007) • Unified Land Development Code, Great Falls, MT (2003) ZONING CODE ADMINISTRATION AND PLANNING SERVICES • Town of West Bend (Since 2022) • Village of Jackson (Since 2021) • Village of Mukwonago (Interim Planner in 2020 and also 2022) • Village of East Troy (2013-2024) • Village of North Prairie (2012-2024) • Town of Eagle (Waukesha County) (2010-2024) • Village of Richfield (2009-2024) • Town of Mukwonago (Waukesha County) (2007- 2024) • City of Evansville (2005-2007) PROFESSIONAL EXPERIENCE CiviTek Consulting (2003-Present) Lake Mills, Wisconsin ZoningHub (2017-Present) Lake Mills, Wisconsin Vierbicher Associates, Inc. Madison, Wisconsin Senior Planner (2002-2003) Mid-America Planning Services Madison, Wisconsin Project Planner (2000-2002) Ravalli County, Montana Hamilton, Montana Director of Planning (1991-2000) Prosser, Hallock & Kristoff Jacksonville, Florida Project Planner (1989-1991) EDUCATION University of Wisconsin-Madison M.S., Urban and Regional Planning (1989) University of Montana B.S., Recreation Resources Management (1986) PROFESSIONAL AFFILIATIONS • American Planning Association • Wisconsin Chapter of the American Planning Association PUBLISHED WORK “User-Centered Planning” February 2020, Planning magazine (American Planning Association) PRESENTATIONS • APA National Planning Conference – 2024 • Illinois APA Chapter Conference – 2021 • North Carolina APA Chapter Conference – 2021 • Pennsylvania APA Chapter Conference – 2021 • Southern New England APA Conference (SNEAPA) – 2020 • Upstate New York APA Chapter Conference – 2020 • Cross-Chapter Collaborative Conference (AR, KS, LA, NM, OK, TX) – 2020 • Pennsylvania APA Chapter Conference – 2018 Page 143 of 144 Craig Huebner, AICP LEAD PLANNER EDUCATION B.S., Architectural Studies, University of Wisconsin-Milwaukee, Milwaukee, WI Master of Architecture; Master of Urban Planning, University of Wisconsin-Milwaukee, Milwaukee WI REGISTRATION American Planning Association (APA) – WI CERTIFICATIONS American Institute of Certified Planners (AICP) Craig is a Senior Planner for GRAEF. Craig’s academic background is in both architecture and urban planning, and he has several years of experience working in both fields. His work experience includes comprehensive planning, neighborhood master planning, commercial redevelopment, streetscape corridor planning/design, urban design, park and open space planning, and design guidelines. In addition, Craig has extensive experience in the creation of innovative public participation plans for a variety of planning projects. PROJECT EXPERIENCE Urban Design & Property Development Craig leads urban design strategies throughout the firm’s work. His focus exemplifies coordination between the multiple disciplines that make visions into realities. At GRAEF he combines his urban design concepts with technical needs through his clear coordination with civil engineering, landscape architecture, architecture, transportation and traffic engineering, and environmental planning. Craig’s experience in urban design includes developing design strategies for a variety of commercial corridors and specific properties as well as corresponding design guidelines. Municipal Planning Craig has extensive experience acting as an extension of municipal staff in the role of ongoing planning consultant in over a dozen communities across Wisconsin. In this role, Craig analyzes existing land use and zoning codes and policies, understands and interprets municipal master plans and ordinances, prepares staff reports for private sector development approval procedures, assists in economic development tasks (TIF analysis, grant assistance, etc.), and leads special planning projects (master plans, design guidelines, incentive programs, ordinance amendments, site planning/design, etc.). Craig’s experience in different municipalities allows him to share best practices found in other communities for current projects. Mapping & Design Visualizations Craig uses a number of mapping resources to communicate data effectively in the form of maps, infographics, diagrams, and 3-dimensional visualizations. Using his technical abilities, he is able to clearly communicate a broad range of information with data-driven maps, including: site conditions, existing and future property information, and conceptual development plans. In addition to mapping, Craig has experience in creating effective 3-d models, rendered plans and perspective drawings of conceptual development designs. Page 144 of 144