October 15, 2025 Village Board of Trustees Meeting

1. cALL TO oRDEr 2. pLEDGE OF aLLEGIANCE / ROLL CALL 3. Public comment Please note that public comments are limited to 5 minutes per person. 4. Consent Agenda: a. Approve Minutes of the Thursday,September 17 , 2026 and October 1 , 2026 Village Board of Trustees Meetings. th st b. Approve General Fund, Water and Sewer Invoices. 5. Presentations a. Certificates of Acheivements Awarded to the “I Voted Sticker” Contest Winners b. Fredonia Fire & EMS Association on Community and Department Support 6. Report on Village Committees By: a. Planning Commission b. Finance Committee c. Parks and Recreation Committee: POSP Public Hearing Meeting AgendaMeeting AgendaMeeting Agenda F r e d o n i a V I L L A G E B O A R DF r e d o n i a V I L L A G E B O A R DF r e d o n i a V I L L A G E B O A R D A D M I N I S T R A T O R C H R I S T O P H E E . J E N K I N S C L E R K M I C H E L L E T . J O H N S O N D P W D I R E C T O R E R I C P A U L U S F I R E C H I E F B R I A N W E Y K E R M A R S H A L E R I C L E E T T R E A S U R E R J U L I E U P S O N President Peter Lenz board of trustees r i c h a r d a b e g g l e n j e s s i c a f r a n c k A n n e R e d m o n d E r i c S t o w e D J S y r i n g S h a n e V a n R o o Thursday, october 15 , 2026 at 7:00PMth Fredonia Government Center board room 242 Fredonia Ave, Fredonia WI 53021 The following business will be before thevillage board for initiation, discussion,consideration, deliberation, and possibleformal action. Our Mission: “We are a proactive and results- oriented community, continuously moving forward and planning for the future. We are committed to responsibly serving our community and embracing new ideas. By developing and supporting a quality growth strategy, we strive to deliver exceptional services and foster a thriving environment for the betterment of the Village.” Our Vision: “Our vision for the Village of Fredonia is to cultivate a sense of pride among its residents, promoting a vibrant community where people can live, work, and gather. We envision a municipality that experiences continual and steady growth, both in terms of infrastructure and economic opportunities. Our goal is to create an inviting and thriving environment that attracts individuals, families, and businesses, making the Village of Fredonia a place where people can build meaningful lives and contribute to its prosperous future.” 7. Report on Operations of the Village By: a. Village President b. Village Administrator c. Village Marshal d. Fire Chief e. Public Works/Waste Water Treatment Plant f. Village Clerk g. Village Treasurer PWSB General Fund $1470.77 PWSB General Fund Savings $125136.52 PWSB Reserve Account $457002.94 PWSB Sewer Replacement Fund $597486.36 PWSB Water Replacement Fund $1294572.27 PWSB TID #3 Debt Proceeds $304782.43 Parks and Recreation Enterprise Fund $159509.22 PWSB Fire Dept Reserves $204602.7 PWSB VOF Paramedic Fund Reserves $56735.45 TOTAL $3201298.66 i. Ozaukee County District 2 Supervisor 8. Items for Action and/or discussion a. Re-Adoption of the Village of Fredonia Mission, Vision and Strategic Priorities. b. Presentation of the 2027 Draft Annual Operating Budget by Administrator Jenkins. c. Discussion and Possible Action on 2027 DRAFT Annual Operating Budget. d. Motion to Set a Public Hearing on the 2027 DRAFT Annual Operating Budget on Thursday, November 19, 2026 at 7:00 P.M. e. Discussion and Possible Action on a Water Rate Case Study; Recommended by the Finance Committee. Our doors are Always open! Do you have a question or concern? We want to hear from you. All elected officials are accessible via email through the Village Board page on the Village’s website. Follow us on Facebook, check out our website, sign up e-notifications, call or stop by Village Hall to stay informed! 242 Fredonia Ave. PO Box 159 Fredonia, WI 53021 (262) 692-9125 www.fredoniawi.gov Mon-Thurs 8AM-4PM Fri 8 AM-12PM StrategicStrategic PrioritiesPriorities Strategic Priorities Responsible Fiscal Policy Communication & Collaboration Strong Sense of Community 9. Correspondence 10. Items for Future Consideration a. Adminstrator Jenkins Annual Evaluations Due to President Lenz 11. Motion to Adjourn Upcoming Meetings Village Board: November 5 , 2026th Planning Commission: November 2 , 2026nd Fredonia Government Center Commission: October 29 , 2026 th UPON REASONABLE NOTICE, efforts will be made to accommodate the needs of disabled individuals through appropriate aids and services. For additional information or to request this service, contact the village clerk at (262) 692-9125. You are invited to a Zoom meeting. When: Oct 15, 2026 07:00 PM Central Time (US and Canada) Register in advance for this meeting: https://us02web.zoom.us/meeting/register/95SnBK_cRn KxQCxRzC_EVA After registering, you will receive a confirmation email containing information about joining the meeting. FREDONIA VILLAGE BOARD MEETING MINUTES Thursday, September 17th, 2026 at 7:00 PM Fredonia Government Center - Board Room 242 Fredonia Avenue, Fredonia, Wisconsin 1. President Lenz called the meeting to order at 7:00 PM, followed by the Pledge of Allegiance. 2. Trustees Present: President Lenz, Trustee Redmond, Trustee Franck, Trustee Abegglen, and Trustee Stowe Trustees Excused: Trustee Syring Trustees Absent: Trustee Van Roo Staff Present: Administrator Jenkins, Clerk Johnson, Treasurer Upson, Director Paulus, Chief Weyker, Marshal Leet, Todd Taves of Ehlers. 3. Public Comments: None 4. Motion to Approve Minutes of the Thursday, September 3rd, 2026, Board of Trustees Meeting, and General Fund, Water and Sewer Invoices made by Trustee. Seconded by Trustee Franck. Passed by 5-0 voice vote. 5. Report on Village Committees by: a) Planning Commission: President Lenz shared that the Planning Commission met to hold a public hearing on the amendment to the boundary to TID #3. The Commission passed a resolution approving the boundary amendment. They also recommended approval to the Board of Trustees the CSM that combines the two affected parcels. 6. Report on Village Operations by: a) Village President: President Lenz thanked staff for their teamwork in response to a recent watermain break. VILLAGE OF FREDONIA Find Your Moments Here b) Village Administrator: Administrator Jenkins shared that Badger Paperboard is doubling their footprint in a major expansion project. He stated that the Village executed the offer to purchase the remaining parcel in the industrial park, and it’s now with the purchaser, John Spitz, to do his due diligence. He shared that state aid numbers are trickling in and he is inputting the data into the budget. Administrator Jenkins reviewed the budget approval process and stated the 2027 draft budget is balanced and has a limited effect on the mill rate. He sent the Fire and EMS questionnaire to the local chiefs, and the results will be shared at a future Joint Fire & EMS Advisory Committee meeting. He is hopeful participating communities and fire departments can continue to find ways to work together. He and President Lenz met with Oracle to discuss a potential donation opportunity, and they attended the Nine Ladies Dancing ribbon cutting ceremony. He thanked the staff for their professional response to the recent significant water main break. c) Village Marshal: Marshal Leet reported that the new speed sign had arrived but did not match the specs he ordered. The company has been very responsive: they agreed to exchange signs with a new one that includes free upgrades. Trustee Stowe asked if Marshal Leet had an update on the recent zoom security breech, and what could be done to avoid it happening again. Marshal Leet said that his counterparts at State DCI and the FBI have been able to track the issue to a Russian overseas group. He stated that staff have tightened security protocols in the zoom portal and participants now must register in advance of the meeting. d) Fire Chief: Chief Weyker’s team participated in joint training on September 7 th and 8th. He said there is a new volunteer ambulance driver and two new part-time paramedics. He shared that the Village is on track for a record year for ambulance calls, in part due to an expanded response area. Chief Weyker was impressed by the recent National Night Out, hosted in Belgium. October 4-10 is Fire Prevention Week and the Open House is scheduled for October 11. Trustee Stowe requested additional clarification on call metrics. Chief Weyker stated that response times continue to decline. e) DPW Director: Director Paulus shared that the final clarifier’s electrical components failed, and new ones are no longer manufactured. He is compiling quotes for repairs. He said the lab underwent a DNR audit and that all manual read water meters in the Village have now been replaced. Director Paulus stated it was difficult to find repair parts for the recent watermain break on Fredonia Ave, and plans to stock these parts moving forward. Port Washington and Belgium both shared parts to help restore service. He stated that the new mini excavator was a lifesaver. Trustee Stowe asked if there is any disciplinary action planned against the boring company. Administrator Jenkins stated the project is overseen by Ozaukee County and a significant bill that includes water loss, replacement parts, and staff time was sent to the boring company. He plans to withhold a right-of-way permit until payment is made. f) Village Clerk: Clerk Johnson stated that the August Primary Election has been reconciled and closed out. Ballots for the November General Election have been sent out, care facility voting has been scheduled, and she is working on staffing. The “I Voted” Sticker contest is underway. She attended the WMCA Conference, which was a great opportunity to learn legislative updates and network. She has put time and effort into ordinance updates and the TID #3 boundary amendment. g) Village Treasurer: Not present, report on file. h) Ozaukee County District 2 Supervisor: Not present, no report on file. 7. Items for Action and/or Discussion a) Motion to Approve Resolution 2026-09: A Resolution Approving an Amendment to the Project Plan and Boundaries of Tax Incremental District No. 3 made by Trustee Stowe. Seconded by Trustee Redmond. Mr. Taves explained that Badger Paperboard is planning to expand their facility at 760 Tower Dr into the adjoining vacant lot. They intend to combine the two parcels via CSM. Part of the new parcel would be in the TID, and part would be outside the boundaries. To capture the increment and facilitate the expansion project, TID 3’s boundaries must be amended to include the entire newly created parcel. He reviewed the project plan, including development estimates and the timeline for the amendment approval. Trustee Stowe asked how confident Mr. Taves is in the development projections. The Village has minimum development guarantees from all but one parcel. Passed by 5-0 voice vote. b) Motion to Approve CSM 2026-02: Combining Parcels #090351501600 and #090351501500, Applicant: Smiley Properties, LLC, Agent: Eric Ott; J.E. Arthur and Associates, Address: 760 Tower Dr. & Contiguous Vacant Lot made by Trustee Abegglen. Seconded by Trustee Franck. Administrator Jenkins stated that Badger Paperboard is combining parcels to accommodate their significant expansion. Passed by 5-0 voice vote. c) Motion to Approve Ordinance 2026-03: Pertaining to Cross Connection Inspections made by Trustee Franck. Seconded by Trustee Redmond. Administrator Jenkins stated that no changes had been made since the first reading. Passed by 5-0 voice vote. d) Motion to Approve Ordinance 2026-04: Pertaining to The Operation of Electronic Bikes and Scooters made by Trustee Stowe. Seconded by Trustee Abegglen. Passed by 5-0 voice vote. e) Discussion and Possible Action on Building Inspection Services: Candidates Max Uttech and Kunkel Engineering. Administrator Jenkins explained that the current building inspector, Jeremy Pfiefer has resigned, having spread himself too thin across the multiple municipalities he serves. Administrator Jenkins and Clerk Johnson explored two different candidates for replacement. Kunkel Engineering is a firm that could handle the entire permitting process from beginning to end. Max Uttech is an individual who can provide inspection services with the support of Village staff. The benefit of working with Kunkel would be long term stability and off-loading the entire permitting process to an off-site office. They have an established company with a team of inspectors and office support staff. They have their own fee schedule and residents would interact with directly them rather than Village staff. If the Board selects Mr. Uttech, he would integrate directly into the Village team. Residents would still be able to apply for a permit or receive information from Clerk Johnson. Clerk Johnson would continue to have oversite in Village projects, which will aide her annual work on the assessment roll. She and Administrator Jenkins recommend continuing the same level of personal service at Village Hall by hiring Mr. Uttech. The risk is that inspectors with his qualifications are thin on the ground, and staff may be returning in a year or so if Mr. Uttech is over-extended as Inspector Pfeifer was. Inspector Uttech has his own simplified fee schedule that the Board will need to approve at an upcoming meeting. Mr. Uttech is requesting a 75/25 permit fee split; Kunkel is requesting a 90/10 split. Administrator Jenkins reminded the Board that the Village is not in the market to make money on building permits. Motion to Approve Max Uttech, of State Certified Inspections to Provide Building Inspection Services made by Trustee Franck. Seconded by Trustee Redmond. Passed by 5-0 voice vote. 8. Correspondence: None 9. Items for Future Consideration: President Lenz reminded the Board that the Mid- Moraine Municipal Association Dinner Meeting is scheduled for September 23, 2026 at 6:00PM at the Fredonia Fire Station. 10. Motion to Adjourn made by Trustee Stowe. Seconded by Trustee Abegglen. Passed by 5-0 voice vote. Respectfully Submitted, Michelle T. Johnson Village Clerk FREDONIA VILLAGE BOARD MEETING MINUTES Thursday, October 1st, 2026 at 7:00 PM Fredonia Government Center - Board Room 242 Fredonia Avenue, Fredonia, Wisconsin 1. President Lenz called the meeting to order at 7:00PM, followed by the Pledge of Allegiance. 2. Trustees Present: Trustees Excused: Staff Present: 3. Public Comments: None 4. Motion to Approve General Fund, Water and Sewer Invoices made by Trustee Franck. Seconded by Trustee Syring. Passed by 6-0 voice vote. 5. Report on Village Committee By: a) Joint Review Board: Clerk Johnson said the Board approved an amendment to the boundaries of TID #3, necessary because of a planned expansion of Badger Paperboard’s facility, located outside of the TID, into a congruent lot, located inside the TID. 6. Items for Action and/or Discussion a) Motion to Approve Resolution 2026-011: Authorizing a DNR Surface Water Grant Application made by Trustee Syring. Seconded by Trustee Franck. Clerk Johnson reminded the Board that the Village was awarded a $75,000 Funds for Lake Michigan grant to apply towards a stormwater management study. Stantec has been engaged to conduct the study, VILLAGE OF FREDONIA Find Your Moments Here however there is a $10,000 funding gap between Stantec’s fee and the amount of the grant. This resolution would authorize Village staff to apply for a DNR Surface Water Grant that would cover the difference. Trustee Stowe asked if there was a financial impact if the grant is not awarded. Clerk Johnson responded that Stantec would limit the scope of work to meet the available funding if the Surface Water Grant is not awarded. Passed by 6-0 voice vote. b) Motion to Approve Resolution 2026-012: A Resolution Declaring Official Intent to Reimburse Expenditures from Proceeds of Borrowing for Wastewater Treatment Plant Upgrade made by Trustee Franck. Seconded by Trustee Redmond. Clerk Johnson stated that the Village is in the final stages of applying for a Clean Water Fund Loan through the State of Wisconsin to pay for the potential Wastewater Treatment Plant upgrade. This resolution is a requirement of the application package and will allow the Village to reimburse itself for expenditures made prior to receiving any borrowed funds. The resolution was drafted by Quarles and Brady and utilizes standard IRS language. The $10,000,000 is a placeholder and does not indicate the full amount the Village intends to borrow. Trustee Stowe asked for an update on the upgrade. Clerk Johnson stated that the DNR had approved the engineering plans and the loan application was finalized that day. Administrator Jenkins arrived. He shared that plans had been approved and the project will go to bid in late November and awarded in early December. The project must be awarded to the lowest eligible bidder. The Public Works Committee will then review the winning bid and make a recommendation to the full Board. Administrator Jenkins will be prepared with detailed information on how each piece of the project will impact utility rates. Trustee Stowe asked how much money has been spent on the project to date. Administrator Jenkins stated that engineering plans and bond council were expenditures qualified for reimbursement, however the 2026 budget has accounted for the $448,000 already spent. Passed by 6-0 voice vote. c) Motion to Approve Quarles and Brady Bond Counsel Scope of Engagement made by Trustee Redmond. Seconded by Trustee Franck. Administrator Jenkins shared that retaining bond council is another requirement of the Clean Water Fund Loan program. They guide the bonding process and issue a legal opinion for the application package. Trustee Van Roo asked if Administrator Jenkins reached out to any other firms for a quote. Administrator Jenkins said the scope of the work is outside of the expertise of the Village’s municipal council, and Quarles and Brady have worked with the Village in the past and is a subject matter expert. Passed by 6-0 voice vote. d) Motion to Approve State Certified Inspections Fee Schedule made by Trustee Stowe. Seconded by Trustee Franck. Administrator Jenkins shared Inspector Uttech’s pared-down building fee schedule. He stated that the fee schedule will make it much easier for contractors and residents to apply for building permits. He highlighted that some fees have gone up, but there are savings for residents in the larger projects and in new construction. The fee schedule will allow the Village to move from eight permit applications down to two. Clerk Johnson asked the Board to give staff a bit of latitude in tweaking the fee schedule, as it represents a significant shift and will likely require minor updates as staff put it into action. Any significant changes will be brought to the Board for approval. Passed by 6-0 voice vote. 7. Correspondence: none 8. Items for Future Consideration: Clerk Johnson shared the “I Voted” Sticker Contest flier. 9. Motion to Adjourn made by Trustee Syring. Seconded by Trustee Franck. Passed by 6-0 vote. In Progress Checks - Full Report - ALL 12:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 10/15/2026 ABEGGLEN, RICHARD 242-00-55210-000-000 VILLAGE EVENTS MOVIE NIGHT-LILO & STITCH RENTAL 21.09 ______________________________________________________________________________________ 21.09Total 10/15/2026 AGSOURCE COOPERATIVE SERVICES 630-00-54110-000-827 LAB SUPPLIES & EXPENSES WASTEWATER SAMPLING 535.00 MAS000013776 ______________________________________________________________________________________ 535.00Total 10/15/2026 AIRGAS USA, LLC 350-00-52280-809-000 AMBULANCE EXP-MEDICAL SUPPLIES OXYGEN CYLINDER RENT SEP 2026 107.90 5527500086 351-00-52300-301-000 PARAMEDIC MEDICAL SUPPLIES OXYGEN CYLINDER RENT SEP 2026 53.95 5527500086 ______________________________________________________________________________________ 161.85Total 10/15/2026 AURORA MEDICAL CENTER GRAFTON LLC 350-00-52280-809-000 AMBULANCE EXP-MEDICAL SUPPLIES AMBO RX MED SUPPLIES 33.97 CINV059047 351-00-52300-301-000 PARAMEDIC MEDICAL SUPPLIES PARA RX MED SUPPLIES 16.98 CINV059047 ______________________________________________________________________________________ 50.95Total 10/15/2026 BADGER METER, INC. 600-00-53700-000-682 CONTRACTUAL SERVICES BEACON HOSTING SERVICE - SEP 2026 429.50 80252798 ______________________________________________________________________________________ 429.50Total 10/15/2026 BOUND TREE MEDICAL LLC 350-00-52280-809-000 AMBULANCE EXP-MEDICAL SUPPLIES MEDICAL SUPPLIES 423.89 86378823 351-00-52300-301-000 PARAMEDIC MEDICAL SUPPLIES MEDICAL SUPPLIES 211.94 86378823 In Progress Checks - Full Report - ALL 22:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: ______________________________________________________________________________________ 635.83Total 10/15/2026 COMPARIN, CALVIN L. VILLAGE-CLEANING SEP 2026 100-00-51600-350-000 REPAIR/MAINTENANCE VILLAGE HAL VILLAGE-CLEANING SEP 2026 127.20 787 100-00-13801-000-000 TOWN OF FREDONIA RECEIVABLE TOWN-CLEANING SEP 2026 112.80 787 ______________________________________________________________________________________ 240.00Total 10/15/2026 CORE & MAIN 600-00-53700-000-650 REPAIRS WATER 12 HYMAX 2 FLLIP/SCHONSTEDT MAGGIE MAG 9,143.90 Z741085 ______________________________________________________________________________________ 9,143.90Total 10/15/2026 DIGGERS HOTLINE, INC 600-00-53700-000-682 CONTRACTUAL SERVICES HOTLINE REQUESTS - SEP 2026 ACTIVITY 16.20 260 9 76801 ______________________________________________________________________________________ 16.20Total 10/15/2026 DREWS TRUE VALUE #0103-2 100-00-55200-350-000 PARKS REPAIR/MAINT 50 BLEND ANTIFREEZE 17.94 315837 100-00-55200-350-000 PARKS REPAIR/MAINT 50 BLEND ANTIFREEZE 35.88 315894 ______________________________________________________________________________________ 53.82Total 10/15/2026 ELAN FINANCIAL SERVICES 350-00-52230-302-000 OPERATING EXPENSE-FUEL CARQUEST-DIESEL EXHAUST FLUID 59.25 0515 350-00-52280-802-000 AMBULANCE EXP-OFFICE SUPPLIES AMAZON-USB CABLES 10.54 4374 351-00-52300-147-000 PARAMEDIC VEHICLE FUEL CASEYS-655 FUEL 34.30 3615 351-00-52300-147-000 PARAMEDIC VEHICLE FUEL CASEYS-655 FUEL 21.12 3042 In Progress Checks - Full Report - ALL 32:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 350-00-52280-802-000 AMBULANCE EXP-OFFICE SUPPLIES BEST BUY-CHIEF ANNUAL MICROSOFT 365 137.14 5804 350-00-52280-802-000 AMBULANCE EXP-OFFICE SUPPLIES MICROSOFT-ANNUAL FAMILY 365 SUBSCRIPTION 177.24 9793 351-00-52300-147-000 PARAMEDIC VEHICLE FUEL CASEYS-655 FUEL 37.32 4075 351-00-52300-147-000 PARAMEDIC VEHICLE FUEL CASEYS-655 FUEL 32.42 0600 351-00-52300-147-000 PARAMEDIC VEHICLE FUEL KWIK TRIP-655 FUEL 25.37 4701 351-00-52300-147-000 PARAMEDIC VEHICLE FUEL CASEYS-655 FUEL 39.75 7422 351-00-52300-145-000 PARAMEDIC VEHICLE MAINT EVS-655 MAINTENANCE 379.58 8340 350-00-52280-802-000 AMBULANCE EXP-OFFICE SUPPLIES MICROSOFT-ASST CHIEF ANNUAL MICORSOFT 36 137.14 4094 ______________________________________________________________________________________ 1,091.17Total 10/23/2026 ETF-INSURANCE Manual Check Nbr: ETF-102326 100-00-21530-000-000 INSURANCE DEDUCTIONS PAYABLE INSURANCE PREMIUMS-OCT 2026 27,586.92 ______________________________________________________________________________________ 27,586.92Total 10/30/2026 ETF-WIS RETIREMENT Manual Check Nbr: WRS-103026 100-00-21515-000-000 WRS PAYABLE WISCONSIN RETIREMENT-SEP 2026 12,467.58 ______________________________________________________________________________________ 12,467.58Total 10/20/2026 FREDONIA WATER & SEWER Manual Check Nbr: FWS-102026 100-00-52210-000-000 HYDRANT RENTAL HYDRANT RENTAL 42,393.50 5001-SEP 2026 100-00-55200-222-000 PARKS SEWER/WATER MARIE KRAUS BATHROOM 144.47 4012-SEP 2026 660-00-53610-000-827 OTHER OPERATING WWTP-210 PARK ROAD 1,126.40 4011-SEP 2026 100-00-55200-222-000 PARKS SEWER/WATER STONEY CREEK PARK 144.47 4009-SEP 2026 In Progress Checks - Full Report - ALL 42:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 100-00-52100-222-000 WATER & SEWER POLICE POLICE DEPARTMENT 158.70 4008-SEP 2026 100-00-53270-222-000 WATER/SEWER BUILDINGS (SHOP) DPW SHOP-420 WHEELER 732.65 4007-SEP 2026 350-00-52230-302-300 OPERATING EXPENSE-WATER/SEWER FIRE DEPARTMENT 693.41 4006-SEP 2026 660-00-53610-000-827 OTHER OPERATING WWTP-210 PARK ROAD 1,007.08 4004-SEP 2026 100-00-51600-222-000 WATER/SEWER VILLAGE HALL FGC-VILLAGE SHARE 139.55 4003-SEP 2026 100-00-13801-000-000 TOWN OF FREDONIA RECEIVABLE FGC-TOWN SHARE 123.75 4003-SEP 2026 100-00-55200-222-000 PARKS SEWER/WATER OAK PARK 144.47 1728-SEP 2026 ______________________________________________________________________________________ 46,808.45Total 10/15/2026 FREDONIA, VILLAGE OF 660-00-53610-000-852 OUTSIDE SERVICES EMPLOYED LAB FEES - Q3 2026 3,883.00 1071 600-00-53700-000-682 CONTRACTUAL SERVICES LAB FEES - Q3 2026 775.00 1070 ______________________________________________________________________________________ 4,658.00Total 10/15/2026 GERBER LEISURE PRODUCTS, INC. 100-00-55200-350-000 PARKS REPAIR/MAINT LANDSCAPE STRUCTURE REPLACEMENT PARTS 222.00 13252 ______________________________________________________________________________________ 222.00Total 10/15/2026 GREATLAND ELECTRIC 100-00-52400-120-000 INSPECTION WAGES 2026 COMM ELECT INSPECTIONS 642.85 5105 ______________________________________________________________________________________ 642.85Total 10/15/2026 Harter's Lakeside Disposal 100-00-53620-290-000 CONTRACT GARBAGE COLLECTION GARBAGE-SEP 2026 7,924.23 2097955 In Progress Checks - Full Report - ALL 52:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 100-00-53621-290-000 CONTRACT - RECYCLING RECYCLE-SEP 2026 2,478.60 2097955 100-00-53620-290-000 CONTRACT GARBAGE COLLECTION FUEL FEE-SEP 2026 1,630.12 2097955 ______________________________________________________________________________________ 12,032.95Total 10/15/2026 HOUSEMAN AND FEIND, LLP 100-00-51300-210-000 LEGAL COUNSELING MUNICIPAL MATTERS - SEP 2026 1,284.50 98048 ______________________________________________________________________________________ 1,284.50Total 10/15/2026 HYDROCORP 600-00-53700-000-682 CONTRACTUAL SERVICES CCC COMMERCIAL PROGRAM 915.20 CI-16187 600-00-53700-000-682 CONTRACTUAL SERVICES CCC RESIDENTIAL PROGRAM 700.32 CI-16190 ______________________________________________________________________________________ 1,615.52Total 10/15/2026 J.F. AHERN CO 350-00-52220-207-000 MAINTENANCE - BUILDING SPRINKLER INSPECTION-AGREEMENT 47629 370.00 849964 ______________________________________________________________________________________ 370.00Total 10/15/2026 KLETZIEN LANDSCAPES & NURSERY 660-00-53610-000-834 MAINTENANCE BUILDINGS/GROUNDS TOPSOIL 480.00 ______________________________________________________________________________________ 480.00Total 10/15/2026 LOCHEN EQUIPMENT 660-00-53610-000-828 VEHICLE MAINT & EXP MOWER REPAIRS 310.38 001-1019089 ______________________________________________________________________________________ 310.38Total 10/15/2026 MARTELLE In Progress Checks - Full Report - ALL 62:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 600-00-53700-000-630 CHEMICALS FOR WATER SODIUM HYPOCHLORITE/SOCIUM SILICATE 1,166.34 32540 ______________________________________________________________________________________ 1,166.34Total 10/15/2026 METLIFE 100-00-21530-000-000 INSURANCE DEDUCTIONS PAYABLE OCT 2026 VISION PREMIUM 99.06 268973-153 10/26 ______________________________________________________________________________________ 99.06Total 10/15/2026 MUTUAL OF OMAHA 100-00-53300-132-000 DPW CREW HEALTH INSURANCE SHORT TERM DISABILITY 30.24 002218510291 100-00-51420-132-000 ADMIN HEALTH INS SHORT TERM DISABILITY 30.24 002218510291 600-00-53700-000-686 EMPLOYEE INS/RETIRE SHORT TERM DISABILITY 13.86 002218510291 660-00-53610-000-854 SEWER INS/RETIRE SHORT TERM DISABILITY 26.46 002218510291 350-00-52280-803-000 INSURANCE-AMBULANCE SHORT TERM DISABILITY 12.60 002218510291 351-00-52300-803-600 PARAMEDIC HEALTH INS SHORT TERM DISABILITY 37.80 002218510291 ______________________________________________________________________________________ 151.20Total 10/15/2026 NEUENS FREDONIA LUMBER LLC 100-00-53270-350-000 REPAIR/MAINTENANCE (SHOP) TREATED MCA/HILLMAN POWER STUD 186.05 2609-692945 ______________________________________________________________________________________ 186.05Total 10/15/2026 NORTH CENTRAL LABORATORIES, INC. 630-00-54110-000-827 LAB SUPPLIES & EXPENSES NITRATE/THERMOM/NCL GLASS FIBER FILTERS 386.05 541782 ______________________________________________________________________________________ 386.05Total 10/15/2026 O'REILLY AUTO PARTS In Progress Checks - Full Report - ALL 72:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 660-00-53610-000-828 VEHICLE MAINT & EXP STARTER-2012 FORD F-250 SUPER DUTY 168.99 5003-495128 100-00-55200-350-000 PARKS REPAIR/MAINT ANTIFREEZE 39.98 5003-495128 ______________________________________________________________________________________ 208.97Total 10/15/2026 OZAUKEE COUNTY 100-00-56700-000-000 ECON DEV/MRKTING COUNTY HOUSING STUDY CONTRIBUTION 500.00 HS7 ______________________________________________________________________________________ 500.00Total 10/15/2026 PORT PUBLICATIONS 100-00-51440-390-000 ELECTION OTHER SUPPLIES/EXPEN ABSENTEE VOTING-FOREST HAVEN/BALLOT 167.01 00183236 ______________________________________________________________________________________ 167.01Total 10/02/2026 POSTALIA POSTAGE Manual Check Nbr: PP-100226 100-00-51420-310-000 ADMIN OFFICE SUPPLIES POSTAGE 166.67 600-00-53700-000-681 OFFICE SUPPLIES POSTAGE 166.66 660-00-53610-000-851 OFFICE EXPENSE POSTAGE 166.67 ______________________________________________________________________________________ 500.00Total 10/15/2026 PUBLIC SERVICE COMMISSION OF WISCONSIN 600-00-53700-000-688 REGULATORY COMM EXPENSE 2026-2027 UTILITY ADVANCE ASSESSMENT 543.94 RA27-I-02130 ______________________________________________________________________________________ 543.94Total 10/15/2026 R&R INSURANCE SERVICES, INC. 100-00-51931-000-000 WORKER'S COMP. INSURANCE GEN WC 750.31 3483621 600-00-53700-000-687 WORKERS COMP INSURANCE WATER WC 545.06 3483621 In Progress Checks - Full Report - ALL 82:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 660-00-53610-000-855 WORKERS COMP INSURANCE SEWER WC 812.14 3483621 350-00-52230-302-250 WORKERS COMP INSURANCE FIRE/AMB WC 410.32 3483621 351-00-52300-000-000 PARAMEDIC WORKERS COMP INSUR PARA WC 1,526.17 3483621 100-00-51930-000-000 INSURANCE GEN LIAB 509.33 3483620 100-00-51930-000-000 INSURANCE GEN AUTO 312.72 3483620 350-00-52230-302-200 OPERATING EXPENSE-INSURANCE FIRE AUTO 804.18 3483620 351-00-52300-141-000 PARAMEDIC VEHICLE INS PARA AUTO 27.19 3483620 660-00-53610-000-853 INSURANCE SEWER AUTO 32.74 3483620 600-00-53700-000-684 INSURANCE EXPENSE WATER AUTO 38.42 3483620 ______________________________________________________________________________________ 5,768.58Total 10/15/2026 SAFE STEP LLC 100-00-53300-380-000 SIDEWALK MAINTENANCE SIDEWALKS-EVAL/REPRT/REPAIR UNEVEN PANEL 4,856.28 5139 ______________________________________________________________________________________ 4,856.28Total 10/15/2026 SECURIAN FINANCIAL GROUP 100-00-21530-000-000 INSURANCE DEDUCTIONS PAYABLE ACCIDENT INSURANCE-OCT 2026 33.90 10/26-0076038 100-00-51940-000-000 LIFE INSURANCE LIFE INSRUANCE-OCT 2026 282.89 10/26-002832L ______________________________________________________________________________________ 316.79Total 10/14/2026 SPECTRUM BUSINESS Manual Check Nbr: SPEC-101426 100-00-53270-221-000 TELEPHONE BUILDINGS/GROUNDS INTERNET/TV-422 WHEELER 142.47 0029024092726 ______________________________________________________________________________________ 142.47Total In Progress Checks - Full Report - ALL 92:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 10/15/2026 TOTAL ENERGY SYSTEMS, LLC 100-00-51600-350-000 REPAIR/MAINTENANCE VILLAGE HAL HEATER BLOCK 185.47 INV170832 ______________________________________________________________________________________ 185.47Total 10/15/2026 WE ENERGIES (PMT PROC A139) 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00001 PUMP HOUSE 1 1,154.20 6098704965 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00002 WATER TOWER 125.75 6097770954 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00009 PUMP 2 712 INNOVATION 17.73 6099338147 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00010 PUMP 4 701 INNOVATION 17.53 6099062541 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00011 PUMP 1 619 INNOVATION 17.53 6098869086 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00012 PUMP 3 753 INNOVATION 17.53 6099258748 600-00-53700-000-620 POWER FOR PUMPING 0700339178-00013 PUMP 5 639 INNOVATION 17.53 6099069384 100-00-51600-220-000 ELECTRIC VILLAGE HALL 0708381210-00001 FRED GOV CENTER-ELECT 354.97 6098859263 100-00-13801-000-000 TOWN OF FREDONIA RECEIVABLE 0708381210-00001 FRED GOV CENTER-ELECT 314.78 6098859263 100-00-51600-223-000 GAS VILLAGE HALL 0708381210-00001 FRED GOV CENTER-GAS 6.02 6098859263 100-00-13801-000-000 TOWN OF FREDONIA RECEIVABLE 0708381210-00001 FRED GOV CENTER-GAS 5.34 6098859263 660-00-53610-000-821 FUEL & POWER EXPENSE 0708381210-00002 LIFT STATION 43.13 6098705977 660-00-53610-000-821 FUEL & POWER EXPENSE 0708381210-00003 WWTP ENERGY ANAL-ELECT 4,325.07 6097842532 100-00-55200-220-000 PARKS ELECTRIC 0708381210-00005 898 WENZEL-MARIE KRAUS 40.18 6097976105 100-00-55200-220-000 PARKS ELECTRIC 0718489807-00001 STONEY CREEK PARK 37.42 6099039068 In Progress Checks - Full Report - ALL 102:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 100-00-53420-220-000 ELECTRIC STREET LIGHTING 0718489807-00002 ENTRANCE SIGN 20.12 6098466012 100-00-53270-220-000 ELECTRIC BUILDINGS/GROUNDS 0718489807-00003 MAINT BLDG 420 WHEELER 213.92 6098746402 100-00-55200-220-000 PARKS ELECTRIC 0718489807-00004 OAK PARK 207.66 6098552197 100-00-53420-220-000 ELECTRIC STREET LIGHTING 0718489807-00005 STREET LIGHTING 5,506.28 6098381704 100-00-53270-220-000 ELECTRIC BUILDINGS/GROUNDS 0718489807-00006 420 WHEELER-LIGHTING 17.40 6098928750 100-00-55200-220-000 PARKS ELECTRIC 0718489807-00007 FIREMANS PARK-AREA LIGH 18.08 6098279045 100-00-55200-220-000 PARKS ELECTRIC 0718489807-00008 REGAL DR-ELECTRIC 30.98 6098758722 350-00-52230-302-400 OPERATING EXPENSE-ELECTRIC 0718489807-00009 FIRE STATION-ELECTRIC 1,069.99 6098698871 100-00-53420-220-000 ELECTRIC STREET LIGHTING 0718489807-00010 LED STREET LIGHT 7.96 6098905320 660-00-53610-000-821 FUEL & POWER EXPENSE 0719503364-00001 LIFT STATION-954 ELECT 74.95 6098300802 660-00-53610-000-821 FUEL & POWER EXPENSE 0719503364-00001 LIFT STATION-954-GAS 14.70 6098300802 350-00-52230-302-100 OPERATING EXPENSE-GAS/OIL 0719503364-00002 HMTR-201 S MILW-GAS 37.71 6097608507 660-00-53610-000-821 FUEL & POWER EXPENSE 0719503364-00003 HMTR WWTP-GAS 44.75 6098293454 100-00-53270-223-000 GAS BUILDINGS (SHOP) 0719503364-00004 GARAGE 420 WHEELER-GAS 33.44 6099361813 100-00-52100-223-000 GAS UTILITY POLICE 0719503364-00005 416 FREDONIA AVE 10.56 6098193046 600-00-53700-000-620 POWER FOR PUMPING 0719579356-00001 PUMP HOUSE 2 991.67 6098967403 ______________________________________________________________________________________ 14,794.88Total 10/15/2026 WEX BANK Manual Check Nbr: WEX-101526 100-00-53240-351-000 GASOLINE/DIESEL HWY EQUIPMENT UNLEADED FUEL DPW 1,436.38 115234550 In Progress Checks - Full Report - ALL 112:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: 100-00-52100-350-000 REPAIR/MAINTENANCE POLICE PD FUEL 21.52 115234550 630-00-54110-000-827 LAB SUPPLIES & EXPENSES ICE FOR SAMPLES 43.49 115234550 ______________________________________________________________________________________ 1,501.39Total 10/15/2026 WIN IT SERVICES LLC 100-00-51420-310-000 ADMIN OFFICE SUPPLIES AUG 2026 SERVICE - ADMIN 93.00 219613 100-00-51100-390-000 VILLAGE BD OTHER SUPPLIES & EX AUG 2026 SERVICE - VILLAGE 89.00 219613 100-00-53270-350-000 REPAIR/MAINTENANCE (SHOP) AUG 2026 SERVICE - SHOP 58.00 219613 660-00-53610-000-827 OTHER OPERATING AUG 2026 SERVICE - SEWER 29.00 219613 100-00-52100-310-000 OFFICE SUPPLIES POLICE AUG 2026 SERVICE - POLICE 109.00 219613 350-00-52230-303-000 OPERATING EXP.-OFFICE SUPPLIES AUG 2026 SERVICE - FIRE 119.00 219613 100-00-13801-000-000 TOWN OF FREDONIA RECEIVABLE AUG 2026 SERVICE - TOWN 79.00 219613 100-00-51420-310-000 ADMIN OFFICE SUPPLIES TECH SUPPORT-MEETING INVITES/NEW EMPLOYE 1,680.00 219613 100-00-51420-310-000 ADMIN OFFICE SUPPLIES OCT 2026 SERVICE-ADMIN 93.00 220728 100-00-51100-390-000 VILLAGE BD OTHER SUPPLIES & EX OCT 2026 SERVICE-VILLAGE 89.00 220728 100-00-53270-350-000 REPAIR/MAINTENANCE (SHOP) OCT 2026 SERVICE-SHOP 58.00 220728 660-00-53610-000-827 OTHER OPERATING OCT 2026 SERVICE-SEWER 29.00 220728 100-00-52100-310-000 OFFICE SUPPLIES POLICE OCT 2026 SERVICE-POLICE 109.00 220728 350-00-52230-303-000 OPERATING EXP.-OFFICE SUPPLIES OCT 2026 SERVICE-FIRE 119.00 220728 100-00-13801-000-000 TOWN OF FREDONIA RECEIVABLE OCT 2026 SERVICE-TOWN 79.00 220728 In Progress Checks - Full Report - ALL 122:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________Voucher Nbr Check Date Payee Amount From Account: 10/12/2026 Page: ______________________________________________________________________________________ 2,832.00Total 10/15/2026 WINDLER, TAYLOR 350-00-52240-402-000 FIRE INSPECT/PREV.-SUPPLIES FACE PAINTER-OPEN HOUSE 349.00 ______________________________________________________________________________________ 349.00Total 10/09/2026 WISCONSIN DEPARTMENT OF REVENUE Manual Check Nbr: WIDOR-100926 400-00-59900-390-000 SUPPLIES/EXPENSES MISCELLANEOU TID 3 TERRITORY AMENDMENT FEE 1,000.00 TID 3 FEE ______________________________________________________________________________________ 1,000.00Total 10/15/2026 WISCONSIN HUMANE SOCIETY 100-00-52100-390-000 SUPPLIES/EXPENSES POLICE STRAY CAT BOARDING/ADOPTION FEES 20.00 3919 ______________________________________________________________________________________ 20.00Total 10/15/2026 WISCONSIN STATE LABORATORY OF HYGIENE 630-00-54110-000-827 LAB SUPPLIES & EXPENSES 2027 CERTIFICATIONS 1,817.00 30053246 ______________________________________________________________________________________ 1,817.00Total 158,350.94Grand Total In Progress Checks - Full Report - ALL 132:00 PM ACCTALL Checks by Payee GENERAL CHECKING Dated From: Thru Account:Thru: ______________________________________________________________________________________ Amount From Account: 10/12/2026 Page: 117,643.81Total Expenditure from Fund # 100 - GENERAL FUND 21.09Total Expenditure from Fund # 242 - PARKS & REC 5,072.28Total Expenditure from Fund # 350 - FIRE DEPARTMENT 2,443.89Total Expenditure from Fund # 351 - PARAMEDIC 1,000.00Total Expenditure from Fund # 400 - TID NO. 3 16,813.87Total Expenditure from Fund # 600 - WATER UTILITY 2,781.54Total Expenditure from Fund # 630 - LABORATORY 12,574.46Total Expenditure from Fund # 660 - SEWER UTILITY 158,350.94Total Expenditure from all Funds . . . . . '2' .·· ' . . · . ·. •- ·-· . ..• - 1 ' ' ·. - . . ,e"t'SASS : : Community Support D . l!I onat10 1 ns, . ·._ . $1_,50 1 0 __ . · Scholarsh1ips ·_ for Department !Members, Attending 1 College t 1 0 At.tain P:a.ramedi:c Licenses •.• ...__ _ _.... .. • .. '.: . _· Reha.bilitati10:n Chairs to,r Fire .Scenes Fire IDe 1 partment Si',gn and Fllag Poles, , Purchased a1· d ~ lns,tallled by· ~ ---~. ~==· ~.-.~~ A,ssocitatio1.n SIILVEIR S:PONSOR FRED"ONIA FIIRE & IEMS AS ,·c illD Support fo 1 r 1 Lo 1 cal Footb 1 a.ll Supp 1 ort fo 1 r Our C,ou. -·ty Dispatchers Purchase 1 of S'tut·ted Teddy - Be·ars to 1 Give to Sick Pediatri'c P l· ·· t• I . ·ts'. a 1 1 e1111 1 . ·- •· !NATION.Al P,urchase G·tit Card.s ,an.d Pizza t101 be G 1 iv,en Away D1u1ring Firie Pirieventi:on ·week AED 1 AT MARIE KRAUS PARK AED Purcha .. se of AEDat Ma1ri 1 e Kraus 1 1 Park NORTHERN (]iZ_AUKErE SCHOOL ll ~Sf RltT· St.ud 1 ent Schol,arship Suppor· D01nations to Help Support Their -S 1 ervice 1 to the Co 1 mmuni·ty ~ - I ~~· Pro ~de Necessary Tools, ._ · 1 Fi're Engines Not S0,pp 1 1ied by thg, Village - Paid ·to H,a.v:e, P,aved Road to 1 Allow· Access to 1 Hy 1 drant at: 'Water Pl1ant ANTJQUE FIRE. ENGINE Ca1r 1 eand Maiintenance o-Antique !Fire IEn:gine 1923 Laverne 'I FREDONIA PLANNING COMMISSION MEETING MINUTES MONDAY, October 5th, 2026- 7:00 P.M. Fredonia Government Center – Village Board Room 242 Fredonia Avenue, Fredonia, Wisconsin 1. Chairman Lenz called the meeting to order at 7:00PM, followed by the Pledge of Allegiance. 2. Members Present: Chairman Lenz, Commissioner Franck, Commissioner Winker, Commissioner Barta, Commissioner Buvid, Commissioner Steffen Members Excused: Commissioner Weiland Staff Present: Director Paulus, Adam Krenek of Neuen’s Fredonia Lumber. 3. Public Comment: None 4. Motion to Approve Minutes from Monday, September 14 th, 2026, Planning Commission Meeting made by Commissioner Buvid. Seconded by Commissioner Franck. Passed by 6-0 voice vote. 5. Items for Action and/or Discussion a) Motion to Approve Marie Kraus Pavilion Site Plan made by Commissioner Franck. Seconded by Commissioner Winker. Director Paulus shared the site plan for the Marie Kraus Pavilion, detailing that there is a planned storage area in the rear and electrical outlets planned to accommodate rentals. Mr. Krenek stated there is not a defined color palette yet but would likely match the PWSB building. There will be a tongue-and-groove ceiling and lighting on the ceiling. After discussion, the Commission directed Director Paulus to price out the addition of stonework to the bottom of the interior wall and a roll-up door that is wide enough to accommodate different types of sports equipment. Director Paulus stated that the addition of a storage area in the pavilion would allow the Village to convert the storage area at the existing bathrooms into an ADA-compliant bathroom stall and perhaps a concession stand in the future. Passed by 6-0 voice vote. . 6. Correspondence: None VILLAGE OF FREDONIA Find Your Moments Here 7. Items for Future Consideration: None 8. Motion to Adjourn made Commissioner Buvid. Seconded by Commissioner Franck. Passed by 6-0 voice vote. Meeting adjourned at 7:14 PM From the Desk of: Christophe E. Jenkins Village Administrator October 2026 Village Administrators Report 1. Smart Residential, Industrial, and Commercial Growth Badger Paperboard officially broke ground on its industrial park expansion following approval of its erosion control permit. The project is expected to add $7–9 million in assessed value to TID #3, increase manufacturing capacity, and create additional jobs. Progress also continues on the remaining 15-acre TID #3 parcel. Mr. John Spitz and the Village signed an initial Offer to Purchase and Site Work Agreement, beginning the due diligence period. Mr. Spitz is coordinating erosion control and exploring fill from the nearby Vantage site, with the goal of completing site work this fall. Other development updates include: • Hillcrest: The draft Planned Unit Development amendment is moving through its process. We continue working toward finalizing the Developer’s Agreement. • Former Neuen’s North site: The DNR has begun the RFP process for redevelopment planning, supported by a State grant. • Nine Ladies Dancing: We celebrated the business’s grand opening and welcomed the team to its new facility. • Additional development: Site-plan reviews, permitting, and discussions continue for residential, commercial, and manufacturing opportunities. Director Paulus and I also met with Strand to review water capacity and future growth plans. While the system is operating within normal expectations, significant development will place additional demands on our water infrastructure. This will be an important consideration as we plan for future growth. 2. Responsible Fiscal Policy Work on the 2027 budget has advanced to preparation of the budget book, following the Finance Committee’s review and recommendation. This has been one of the most challenging budgets of my tenure, given outside financial pressures and limited revenue growth. Thank you to our department heads and staff for finding creative ways to manage costs and minimize impacts on taxpayers. VILLAGE OF FREDONIA Find Your Moments Here The Wastewater Treatment Plant (WWTP) upgrade remains a major financial consideration. Current planning assumptions are a 25% utility rate increase and approximately $6.2 million in borrowing, subject to the final project scope and bids. Unfortunately, the Village was determined ineligible for Clean Water Fund Loan principal forgiveness because Census data places our median household income above the program’s threshold. We are evaluating whether to adjust the project scope or delay construction while considering the financial impact on residents. Additional financial planning includes: • Water Utility rate study: We requested proposals from CLA and Ehlers for a potential 2027 Public Service Commission rate case. • WWTP financing: Staff continue working with Strand and Ehlers to evaluate financing options and the most responsible path forward. • Budget transparency: Treasurer Upson and I completed our next “It Takes a Village!” video explaining the municipal budget process. 3. Support Public Safety & Infrastructure Our Public Works team continued routine maintenance and infrastructure improvements, including: • Grass cutting, branch chipping, park maintenance, and water sampling. • Utility locates and coordination with utility providers. • Winterizing the Splash Pad and preparing equipment for the colder months. • Addressing a water main break on Wisconsin Avenue and coordinating pavilion excavation. We also passed the first full inspection of the Wastewater Treatment Plant laboratory. This operation provides valuable services to neighboring communities while creating a revenue opportunity for the Village. The Village Board approved Max Uttech of State Certified Inspections to provide residential and commercial inspection services beginning in the fourth quarter. Clerk Johnson and I have started onboarding and updating the fee schedule, forms, and procedures to ensure a smooth transition. The recent 12-inch water main break caused by an outside contractor required an extraordinary response from Village staff. The team worked through the night to restore service and documented approximately $12,000 in costs, which were itemized and provided to the responsible contractor. Thank you to Director Paulus and the entire team for their quick response and follow-through. The incident also prompted a review of resident notification options. Since the Village website already offers email and text alerts, we will focus on making these existing tools more visible and accessible. Finally, all three participating Fire Chiefs submitted their Joint Fire/EMS questionnaires. We are compiling the responses for the group’s next meeting as discussions continue on regional cooperation and future service models. 4. Encourage Open Communication & Collaboration President Lenz and I met with Oracle’s Community Engagement Manager to discuss potential support for Village priorities, including housing, fire equipment, and parks. We look forward to continuing these conversations and exploring resources that could advance community projects. Our monthly Department Head meeting provided an opportunity to review projects, deadlines, and departmental needs while strengthening coordination across the organization. Other communication and collaboration efforts included: • Fall newsletter: Clerk Johnson began preparing the Fall 2026 newsletter, featuring departmental updates, the 2027 budget, and highlights from the year. • Election preparation: Absentee ballots for the November 3 General Election were received and processed. • “I Voted!” sticker contest: Entries continue arriving from public and private schools, with participation shaping up to be a record-breaker. • Regional collaboration: Fredonia hosted the Mid-Moraine Municipal Association dinner at our Fire Station, where municipal leaders shared updates and discussed the value of professional management and intergovernmental cooperation. 5. Strong Sense of Community Our first Movie in the Park drew a great turnout for the live-action Lilo & Stitch. Weather required adjustments to the remaining schedule, but we look forward to welcoming families back for the fall showings. We also enjoyed the Annual Employee Appreciation Picnic, bringing Village staff, elected officials, and families together. Thank you to everyone who attended – and thankfully, we wrapped up before the Packers game got too stressful! The public feedback session for the Parks and Open Space Plan brought valuable input from residents who care deeply about our parks. We will incorporate that feedback as we work toward adoption. The future Marie Kraus Pavilion received Plan Commission approval, with recommendations for wider doors and decorative brickwork if financially feasible. We are also exploring potential donations to enhance the project. Time and again, I’m impressed by the generosity and involvement of our residents, businesses, and community partners. Thank you to everyone who contributes to making Fredonia a great place to live, work, and grow! Thank you, Christophe E. Jenkins, MPA Village Administrator Fredonia Fire Department 201 S Milwaukee Street PO Box 159 Fredonia, Wi 53021 Chief Brian Weyker Phone: 262-692-9973 firechief@fredoniawi.gov SEPTEMBER 2026 MONTH IN REVIEW Training Monthly Business Meeting - Monthly vehicle and small equipment maintenance. - Update membership on – Business operations of department, vehicle committee report outs, paging system changes, paramedic program, reviewed some new pay options, and radio system updates. - Fire / Accident / EMS Incident review EMS training – - Report Writing – Attendees worked on the key elements of writing a comprehensive Patient Care Report (PCR). Utilizing AI to assist with certain situations. Engineer/Fire Training – - Attendees - Visited four different businesses in the area and performed a walk around. Investigated sprinkler systems, electrical mains, boiler rooms, kitchen and laundry locations. - Engineers surveyed a couple long driveways in our response area – checked for proper signage and length. Strategized on possible layouts scenarios while working with other departments. Membership Applications - None Special Notes - National Fire Prevention Week – October 4th thru 10th – Just finished up - Fredonia Fire Department Open House was Sunday, October 11th Upcoming Event(s) - Fredonia Fire and EMS Association Brat Fry – Saturday, October 31st September 2026 - Call Volumes - Fire incidents – 7 - Rescue Incidents – 25 - Ambulance Incidents – 49 - Paramedic Intercept – 4 (2026 YTD – 28) VILLAGE OF FREDONIA ur Mom n Fredonia Fire Department 201 S Milwaukee Street PO Box 159 Fredonia, Wi 53021 Chief Brian Weyker Phone: 262-692-9973 firechief@fredoniawi.gov AMBULANCE METRICS Pre-Paramedic Response Time Year Average Time for Unit Notified to En Route (Minutes) Average Time for Unit En Route to On Scene (Minutes) Average Time for Unit Notifed to On Scene (Minutes) 2022 8.89 4.96 13.85 2023 7.71 4.9 12.61 2026 Ambulance/Paramedic Response Times - YTD Incident Month - Year Average Time for Unit Notified to En Route (MINUTES) Average Time for Unit En Route to On Scene (MINUTES) Avg Unit Notified to at Scene (MINUTES) Number of Runs Jan-26 8.2 4.3 12.5 39 Feb-26 5.9 6.1 12.0 34 Mar-26 4.1 3.9 8.0 26 Apr-26 3.1 6.1 9.2 41 May-26 3.7 6.6 10.3 34 Jun-26 3.8 7.0 10.8 56 Jul-26 3.0 5.6 8.6 41 Aug-26 1.9 5.7 7.6 46 Sep-26 2.7 5.8 8.4 49 SEPTEMBER 2026 Fire Response Date Location Mutal Aid Incident Staffing 9/4/2026 Village of Fredonia N/A Fire Alarm Sounding 7 9/9/2026 Village of Fredonia N/A Commercial Fire Alarm 5 9/9/2026 Village of Fredonia N/A Commercial Fire Alarm – Same Building (Chief Response Only) 2 9/16/2026 Cedar Grove Given – Tanker Only Structure Fire 3 9/19/2026 Village of Fredonia N/A Power Line Arcing 5 9/26/2026 Village of Fredonia N/A Smell of Smoke in Building 10 9/28/2026 Village of Belgium Given – Full Response Motor Vehicle Accident 11 VILLAGE OF FREDONIA Eric Paulus Director of Public Works PO Box 159 242 Fredonia Ave Fredonia, WI 53021 Phone (262) 483-0275 dpwdirector@fredoniawi.gov Water Monthly reports to the DNR completed. Water meter changeouts as scheduled. Had a low water pressure issue on Fredonia ave. Replaced the meter due to age and the screen being plugged. A lot of utility locating for fiber through the village. Sent the last of 3rd quarter water testing for the wells to an outside laboratory. Water meter reads we completed for the 3rd quarter. Hydrant flushing was completed with no issues. Had a watermain break off Wisconsin. The Utility has an easement though a resident’s yard to access the utility. Turned some water valves this quarter. Wastewater Monthly reports submitted to the DNR. PFAS kit was ordered for wastewater sludge testing. Having communication issues at the lift station on Ridgeway. Also issues with the transfer valve. 3rd quarter lab testing was billed out. Did some jetting and sewer camera inspections. Parks Grass cutting every week due to the nice weather. Splash pad was winterized. Soccer is started for the fall season. Met with Andrew J for the excavation of the pavilion. Replacing broken playground equipment at Fireman’s park. Freedom tent was taken down for the season. Streets Cold patching as needed. Keeping a running list of catch basin repair for 2027. Summer banners were replaced with fall ones. American flags were taken down to switch out the torn ones. A garbage can and dog waste station was added in the Emerald Hills subdivision. Director Driveway inspections as they come in. Sending the crew to any available free classes to get their training hours in. Finished up with CDL training with Simon so he can take his road test. Branch chipping is on its last Monday. Then crew will start leaf pick up until the snow flies. Bulk waste dumpsters were held at the WWTP and was a success with staying within the amount of dumpsters allotted and staff did not have to spend extra time cleaning up after hours. VILLAGE OF FREDONIA Find Your Moments Here FREDONIA DEPARTMENT OF PUBLIC WORKS WORK ACTIVITY DASHBOARD 72 35 71 8 57 9 99 14 28 0 20 40 60 80 100 120 BRETT BRIAN JASON SCOTT SIMON CHASE BRANDON MIKE NICK Hours Per Employee Total Employee Name Sum of Hours 38 65 24 69 38 59 77 23 MAR - 26 APR - 26 MAY - 26 JUN - 26 JUL - 26 AUG - 26 SEP - 26 OCT - 26 TOTAL HOURS PER MONTH Total Month Sum of Hours 3 8 10 8 3 63 8 16 5 9 6 18 5 3 12 4 19 4 13 4 16 13 5 4 7 5 7 3 7 21 8 6 4 8 4 8 18 3 10 18 25 3 3 4 3 6 7 BRETT BRIAN JASON SCOTT SIMON CHASE BRANDON MIKE NICK TOTAL HOURS PER MONTH PER EMPLOYEE Oct-26 Sep-26 Aug-26 Jul-26 Jun-26 May-26 Apr-26 Mar-26 Month Employee Name Sum of Hours 232 59 27 75 0 50 100 150 200 250 CHIPPING WATER MAIN BREAK STREET SWEEPING METER CHANGE/INSPECTION Total Manhours Job Type Total Manhours by Job Type Chipping Water Main Break Street Sweeping Meter Change/Inspection Job Type Sum of Hours 19 8 30 2 13 4 38 4 11 0 5 10 15 20 25 30 35 40 BRETT BRIAN JASON SCOTT SIMON CHASE BRANDON MIKE NICK Jobs Completed Per Employee Total Employee Name Count of Job Type --- 1 I I . 1 : 232.0 59.0 27.0 75.0 58.0 12.0 5.0 54.0 4 4.916666667 5.4 1.388888889 0.0 50.0 100.0 150.0 200.0 250.0 CHIPPING WATER MAIN BREAK STREET SWEEPING METER CHANGE/INSPECTION Hours Job Type Average Hours per Job Type Avg Hours per Job Completed Jobs Total Manhours Values Job Type Total Manhours Completed Jobs Avg Hours per Job 4.332 6.332 5.653 5.260 7.180 6.483 7.224 6.181 6.133 0.000 1.000 2.000 3.000 4.000 5.000 6.000 7.000 8.000 January February March April May June July August September October November December Gallons (in millions) Month Gallons Pumped Per Month 2026 2 3 3 7 0 1 2 3 4 5 6 7 8 2023 2024 2025 2026 Water Main Breaks Year Water Main Breaks Per Year 11 23 34 68 0 10 20 30 40 50 60 70 80 2023 2024 2025 2026 Amount Changed Year Meters Changed Per Year 120 78 88 0 20 40 60 80 100 120 140 2023 2024 2025 2026 Amount Year Total Leaf Loads Per Year Michelle Johnson Village Clerk October 15, 2026 Clerk Update Community Engagement • Designed the quarterly newsletter and began planning year-end communications. • We celebrated the winners of the Village’s “I Voted” sticker contest. There were 218 entries and nearly 500 voters (better turnout than some of our elections!). Amazing work by the community’s students! Training and Professional Development • Attended several training opportunities through the League of Wisconsin Municipalities (LWM), Ozaukee County, and the Wisconsin Elections Commission (WEC). TID #3 • TID #3 boundary amendment documentation has been filed with the Department of Revenue, and all associated fees have been paid. The DOR will review the amendment and issue base value letters in early 2027. Building Inspection and Permitting • Continued onboarding Inspector Uttech, updating building permits, incorporating the new fee schedule, and revising the website to reflect new permitting processes. Work on the site continues. • Inspector Uttech and Inspector Alexander met to coordinate their working relationship, followed by a meeting with Badger Paperboard representatives to review expansion plans and begin issuing permits. Election Administration • Processing by-mail absentee ballots and continuing to prepare for in-person absentee voting. • Care facility voting: October 12–13 (one of my favorite election responsibilities!). • In-person absentee voting: October 20–30, including Saturday, October 24. • Public test of voting equipment: Tuesday, October 27 9:00 a.m. • Election Day: Tuesday, November 3, 2026, from 7:00 a.m. to 8:00 p.m. Administrative support on meeting agendas and packets, ordinance updates, coordinating solutions to resident issues, and all other office functions. October remains a busy month as we prepare for the November election while continuing to support Village operations and keep residents informed. REPORT FROM TREASURER October 15, 2026 Summary of activities completed: • Processing invoices for payment • Processing payroll and all associated requirements o Paying State & Fed withholdings o Quarterly reporting • Receipting water/sewer bills • Quarter 3 utility bills sent out along with Fall Newsletter • Water meter change updates • Prepared annual benefit open enrollment o Participated 9/29/26 Kickoff meeting for Local Employers o Held employee meeting 10/6/26 • Assisted with discussion on preliminary 2027 budget to Finance Committee • Discussed water rate study with PSC for 2028 to Finance Committee • Provided data to R&R Insurance for 2027 Village Insurance Renewal applications • Attended Badger Paperboard ground breaking ceremony Request for Board Consideration Item Description: Mission, Vision, and Strategic Priorities Re-adoption Report Prepared By: Admin Jenkins Report Date: 10-12-26 Meeting Date: 10-15-26 Strategic Priority? o Smart Residential, Industrial, or Commercial Growth o Responsible Fiscal Priority o Supports Public Safety and Infrastructure o Encourages Open Communication and Collaboration o Strong Sense of Community Fiscal Summary: N/A Budget Line Item: N/A Wisconsin Statute or Local Ordinance: N/A Background Analysis: In the summer of 2023, the Village of Fredonia developed and adopted its Mission Statement, Vision Statement, and Strategic Priorities to establish a shared framework for guiding Village operations, decision-making, and long-term planning. Following changes to the Village Board and elected and appointed offices, these guiding principles were reviewed at the May 2026 Village Board meeting. The Board's general direction was to continue using the existing statements and priorities, with an additional review to occur before the 2027 budget is finalized. Staff Comments: To date, staff has not received any direction from the Village Board indicating that revisions to the Mission Statement, Vision Statement, or Strategic Priorities are necessary. Staff continues to use these guiding principles to inform daily operations, decision-making, and communications in support of the Village's goals and continued success. In the absence of requested changes, staff recommends that the Village Board formally re-adopt the existing Mission Statement, Vision Statement, and Strategic Priorities to reaffirm their continued role in guiding Village operations and future planning. Administrator’s Recommendation: Approve Action Requested: Motion to Adopt the Village of Fredonia Village’s Mission Statement, Vision Statement, and Strategic Priorities Attachments: 1. Village’s Mission statement, Vision statement, and Strategic Priorities VILLAGE OF FREDONIA Find Your Moments Here I • STRATEGIC PLANNING In May of 2023, the Village began a strategic planning process lead by President Gehrke and Administrator Jenkins. A sub-committee was created made up of the Village President and Administrator, along with Village Trustees Bartz and Haas, Treasurer Depies, Public Works Director Paulus, Port Washington State Bank Branch Manager BreAnna Porth, Northern Ozaukee School District Superintendent Dave Karrels, and local real estate agent Stephanie Morano-Long. Over the summer, the Subcommittee met five separate times discussing the following: Day 1- Discussed the group’s overarching feelings about the Village of Fredonia: “Good, Bad, and Ugly”, identified stakeholders, and defined what a “Mission” and “Vision” are. Day 2- Reviewed committee survey results, identified strategic priorities and weighed against wants and funding, and finalized Village’s Mission & Vision drafts. Day 3- Reviewed Village’s census data and discussed metrics for success in priorities. Day 4- Finalized metrics and established goals and obstacles for housing. Day 5- Reviewed citizen survey results and completed goals for commercial, industrial, and recreational use within the Village. Based on survey responses, group discussion, and overall feedback, the following themes were highlighted:  Clear growth mindset while valuing “small-town” feel  Balance affordable-living and conservative financial policy with public needs/wants  Investing in public infrastructure and public safety was important At the conclusion of this process, new Mission and Vision statements were created and strategic priorities were established. Below are the Village of Fredonia’s Mission and Vision statements. Strategic Priorities are outlined on the following page. VISION: “We are a proactive and results-oriented community, continuously moving forward and planning for the future. We are committed to responsibly serving our community and embracing new ideas. By developing and supporting a quality growth strategy, we strive to deliver exceptional services and foster a thriving environment for the betterment of the Village.” MISSION: “Our vision for the Village of Fredonia is to cultivate a sense of pride among its residents, promoting a vibrant community where people can live, work, and gather. We envision a municipality that experiences continual and steady growth, both in terms of infrastructure and economic opportunities. Our goal is to create an inviting and thriving environment that attracts individuals, families, and businesses, making the Village of Fredonia a place where people can build meaningful lives and contribute to its prosperous future.” VILLAGE OF FREDONIA I~ You, Mi 1~ nl.i Here OUR STRATEGIC PRIOR ITIES Smart Residential, Industrial, & Commercial Growth Fredonia is committ ed to expand ing our residential, indu strial, and commer cial opportunitie s in strategic and responsible ways. Responsible Fiscal Policy Fredonia shall make policy decisions based on both t he short and long-t erm finan cial impacts and in good fa ith to our taxpaye rs. Support Public Safety & Infrastructure Fredonia shall support efforts to keep resident s and visitors safe , and provide reliable , clean , and long - lasting public amenities . Encourage Open Communication & Collaboration Fredo nia's doors are a lways open to feed back, suggestions, and ideas. We encourage p ublic, private, and non-profit partnerships to support our commun ity's overarching goals . Strong Sense of Community Fredonia was built on our strong sense of community . We commit to supporting efforts that build upon this founding principal and creating a place where people wont to live, work, and ploy. Request for Board Consideration Item Description: Water Rate Study Report Prepared By: Treasurer Upson Report Date: 10/1/2026 Meeting Date: 10/7/2026 Strategic Priority? o Smart Residential, Industrial, or Commercial Growth o Responsible Fiscal Priority o Supports Public Safety and Infrastructure o Encourages Open Communication and Collaboration o Strong Sense of Community Fiscal Summary: $9,500 - $10,500 Budget Line Item: 600-00-53700-000-670 Wisconsin Statute or Local Ordinance: N/A Background Analysis: The Village should periodically do a full water rate study to ensure that the current rates are sufficient to financially support the water fund. Our recent annual financial audits have shown that the water utility revenues have not been enough to cover expenses. We need to analyze the data from the recent past and extrapolate to the future needs of the fund to determine what rates are needed and then apply the rate study with the PSC for review and approval. We need the assistance of experienced individuals/firms to assist us in this effort so we obtained quotes from our auditors, CliftonLarsonAllen LLP, and our financial advisors, Ehlers. Staff Comments: Both firms provided details for the water rate study. Based on the quotes provided, CLA has quoted a range of $9,500-$10,500 while Ehlers is at $16,000. We propose to award CLA as we feel that they will do a good job with this and cost less than Ehlers. The Finance Committee voted unanimously to recommend approval of the study to the Village Board of Trustees. Administrator’s Recommendation: Approve Action Requested: Motion To Approve CliftonLarsonAllen, LLP to Conduct a 2027 Water Rate Study, Not-To-Exceed $10,500. Attachments: 1. Ehlers 2027 WRS Proposal 2. CLA Water Rate Study VILLAGE OF FREDONIA Find Your Moments Here I • ©2025 CliftonLarsonAllen LLP Cost Proposal Proposal Requirements Request for proposals subject Water Rate Study Name of firm CLA (CliftonLarsonAllen LLP) Name and title of contact Bryan Grunewald, CPA, Principal Telephone 920-803-3147 Email bryan.grunewald@CLAconnect.com Confirmation Our proposal is valid for a period of 90 days. CLAconnect.com CPAS | CONSULTANTS | WEALTH ADVISORS CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. ©2025 CliftonLarsonAllen LLP Scope of Services The following services are part of our standard operations for water rate studies: 1. (Phase 1) CLA will utilize informational resources provided by the Village as follows: - Obtain historical information and review estimated Village growth - Consumer analysis by customer class including Public and Private Fire Protection analysis - Capital Improvement Plan - Debt service with repayment schedules - Operating budgets - Annual Reports filed with the PSC & Annual Financial Report 2. (Phase 2) Perform financial sensitivity analysis on utility operations, with consideration given to capital improvement implementation, operating costs, regulatory changes and other issues that may impact financial operations. 3. (Phase 2) Review fees and any other service charges required for the Water Utility to meet current and capital plan goals and operational expenses. 4. (Phase 3) Provide a recommendations for ongoing analysis, timing and methods for future rate adjustments, taking into consideration capital plans. 5. (Throughout) CLA will attend a minimum of three meetings with the Village to provide communication, discuss findings, present options, and make decisions related to the study. 6. (Phase 3) Provide a report with recommendations for the financial forecast and data to be used for the PSC rate application process for the presentation governance. 7. (Throughout) Answer questions and perform other financial consulting tasks related to the Water Utility, as authorized by Village staff. 8. (Phase 4 & 5) CLA will develop and submit the final PSC rate application, review PSC exhibits, proposed rates and work papers, assist Village staff with responses to PSC questions, attend the rate hearing (if requested), review and advise on final PSC rate orders. ©2025 CliftonLarsonAllen LLP | 3 Proposed project schedule and staffing efforts Phases are based on the scope of services above and are noted accordingly before each service. Questions will be answered throughout the process with monthly status update calls in each phase in addition to the four meetings required; kickoff, interim, governance presentation, and rate hearing. Professional Staff Hours Time Frame Phase 1: Project Kickoff Meeting and Information Requests Engagement Principal 1 June 2027 Director 2 Phase 2: Review of Data, Rate Study Preparation, Capital Plan Strategy, Future Rate Increase Plan and Interim Meeting for Draft Review Engagement Principal 8 August 31, 2027 Director 22 Phase 3: Present Recommendations, including financial forecast Engagement Principal 4 September 2027 Director 8 Phase 4: Final PSC Rate Study Submission Engagement Principal 5 No later than October 15, 2027 Phase 5: Respond to PSC Application Questions and Rate Hearing Engagement Principal/ Director 10 To be determined by PSC Total Hours Proposed 60 ©2025 CliftonLarsonAllen LLP | 4 Similar Engagement with Other Government Entities Our firm has significant experience providing PSC rate case studies and financial analysis projects to our clients. Below is a partial listing of the clients we’ve served with similar services to your proposed project. In an effort to protect client information, we have included the public docket provided by the Public Service Commission for which can be found on the public Electronic Records Filing System (ERF) within the Public Service Commission’s website. PSC - Electronic Records Filing (ERF) Government PSC Docket # Professional Services Provided Town of Ledgeview 1615-WR-103 Water Utility Rate Case Village of Ripon 5105-WR-102 Water Utility Rate Case Village of Pulaski n/a Detailed purchased water analysis and feasibility Village of Pulaski 4890-WR-104 Water Utility Rate Case Village of DeForest 1580-WR-106 Water Utility Rate Case Village of Sister Bay n/a Sewer Rate Case Village of Hurley n/a Sewer Rate Case Town of Lawrence 3095-WR-104 Water Utility Rate Case Village of Denmark 1600-WR-103 Water Utility Rate Case Village of Denmark n/a Detailed purchased water analysis and feasibility Village of Brillion 710-WR-109 Water Utility Rate Case Village of Suamico 5795-WR-103 Water Utility Rate Case, Impact Fee Analysis, detailed purchased water analysis and feasibility, Sewer Rate Case Town of Scott 5296-WR-104 Water Utility Rate Case Village of Fox Crossing 3550-WR-106 Water Utility Rate Case ©2025 CliftonLarsonAllen LLP | 5 Your Investment Having upfront conversations builds relationships. The value we can provide your organization goes beyond meeting your compliance needs. We can help you discover opportunities to enhance your performance and achieve your strategic goals. Our insights and strategies are tailored to your specific situation and represent a return on your investment. Our fees are based on the timely delivery of services provided, the experience of personnel assigned to the engagement, and our commitment to meeting your deadlines. The charts below outline our all-inclusive fees and expenses to conduct each service for the Village as outlined in your request for proposal. The fees include all estimated out-of-pocket expenses, as well as overhead charges. Professional Services Fixed Fees* Water Rate Study $9,500- 10,500 *Like most firms, we are investing heavily in technology to enhance the client experience, protect our data environment, and deliver quality services. We believe our clients deserve clarity around our Technology and Client Support Fee, and we will continue to be transparent with our fee structure. We have included this technology fee consideration in the fee listed above. ©2025 CliftonLarsonAllen LLP | 6 Our fixed-fee quote is designed with an understanding that: • The Village personnel will provide documents and information requested in a timely fashion. • There are not significant changes to the scope • The technology and client support fee (see * above) supports our continuous investment in technology and innovation to enhance your experience and protect your data. Fee increase Our fees are based on professional standards and regulations currently in effect and barring any changes in the nature or requirements of the engagement, our annual fees will increase in accordance with the increases in our payroll and overhead costs. In addition, costs could increase due to substantial changes in your office locations, asset size and/or operational structure. If fee increases are expected outside of the ranges provided above, we would discuss with management prior to the completion of the work. No surprises Our clients don’t like fee surprises. Neither do we. If changes or complexities occur — or any "out-of-scope" work is required — we'll discuss a revised proposal with you first. It's not our policy or practice to bill our clients every time we receive a phone call or email. We’re invested in our relationships and strongly encourage intentional and frequent communication. Contact us year-round as changes or questions arise. Terms of payment Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. In accordance with our firm policies, work may be suspended if your account becomes 60 days or more overdue and will not be resumed until your account is paid in full. Our last word on fees: we’re committed to serving you and creating a long- standing relationship. If fees are a deciding factor in your selection of a professional services firm, give us a call and let’s discuss. Transparent: Clear, authentic communication and market-based fees. BUILDING COMMUNITIES. IT’S WHAT WE DO. September 30, 2026 Proposal to Provide a Water Rate Study to the: Village of Fredonia, WI Prepared by: Ehlers N19W24400 Riverwood Drive, Suite 100 Waukesha, WI 53188 Advisors: Brian Roemer Senior Municipal Advisor Paul Boening Associate Municipal Advisor Peter Curtin Senior Fiscal Consultant ~EHLERS - PUBLIC FINANCE ADVISORS Village of Fredonia, WI Page 1 2027 WRS Proposal Ehlers Transmittal Letter Re: Proposal to Provide a Water Rate Study to the Village of Fredonia We are pleased to present this proposal to the Village of Fredonia. We believe our expertise and reputation, our dedication to proactive client service, and our unique project approach provide a compelling relationship option for the Village to consider. For more than 60 years, Ehlers has helped its municipal clients build strong and vibrant communities through its municipal advisory services. The following qualitative factors separates us from competing firms: Expertise . Ehlers has staff dedicated to the specialized work of completing utility rate studies. We serve clients across Wisconsin and throughout the upper Midwest. In the last five years (8/1/20 21-7/31/26), our firm has completed over 100 utility rate studies and 78 conventional rate case applications to the Wisconsin Public Service Commission (PSC). Process. Our process is designed to facilitate effective decision-making. Our rate studies are completed in phases with the first phase being a Long-Range Cash Flow Analysis. To our knowledge, our competitors cannot complete an analysis to the level of detail we strive for due to their lack of Municipal Advisor designation, or do not complete this vital step. The analysis will provide decision makers with the framework for options on how to fund ongoing and future financial obligations. In addition, we evaluate and educate the ways to navigate Conventional Rate Cases to their individual utility needs and not simply following the PSC math. Client-First Values . Ehlers prides itself on transparent communication, proactive service, and an unwavering dedication to deploying client resources most efficiently and effectively. At the core, we will provide the Village with ongoing dialogue and idea-sharing, independent analysis, customized water rate options, and a competitive, value-oriented fee structure. Our team will be led by Brian Roemer and supported by Paul Boening and Peter Curtin. Thank you for including us in this process. We appreciate your consideration and look forward to discussing how Ehlers can best serve the Village of Fredonia. Respectfully submitted, Brian Roemer Senior Municipal Advisor broemer@ehlers-inc.com 262-796-6178 Paul Boening Associate Municipal Advisor pboening@ehlers-inc.com 262-796-6199 Peter Curtin Senior Fiscal Consultant pcurtin@ehlers-inc.com 262-796-6187 FINANCIAL MANAGEMENT PLANNING ----------- , ~ Village of Fredonia, WI Page 2 2027 WRS Proposal Ehlers Scope of Service - Water Utility Rate Study The project team proposes to undertake the following steps for the Water utility. Our approach is flexible and has proven to deliver the information, recommendations, and facilitated discussions essential to setting utility rates with confidence and accuracy. Ehlers proposes and agrees to provide the following scope of services for the water utility rate study (“Study”): Phase I – Information Request, Review, and Long-Range Cash Flow Analysis • Under this phase we will assess the need for a Conventional Rate Case with the PSC using a long-range cash flow analysis. This analysis will make projections on future operation expenses, future capital funding, and identify future rate increases. • Prepare a cash flow analysis for the next 10 years, including the test year and beyond. The analysis will include: o Calculation of the return on net investment rate base (ROI) adequate to finance the appropriate share of debt service, equipment replacement and capital outlay expenses. o Benchmarking of key financial metrics that the PSC, rating agencies, and prospective lenders analyze. o Capital planning and debt schedules with corresponding coverage requirements. • This phase includes a meeting with the Village Board or other designated meeting to present the outcome of the Long -Range Cash Flow Analysis before starting the application. • In order to complete this phase , Ehlers will need to r equest and review the following: o Capital planning documents identifying estimated costs for future water projects o Annual audits for the past three years (we have on file) o 2026 Water Fund actual expenses and revenues. o 2027 Water Fund line-item budget. Phase II – Information Request, Review, and Test Year 2027 PSC Conventional Rate Case Application (as necessary) • If the governing body approves Phase 2 after review of the Phase 1 analysis, under this phase we will complete the Test Year 2027 PSC Conventional Rate Case Application , including all attachments of the application and supplementary information. • In order to complete this phase , Ehlers will need to r equest and review the following: FINANCIAL MANAGEMENT PLANNING ------------ , ~ Village of Fredonia, WI Page 3 2027 WRS Proposal Ehlers o PSC annual reports for the last three years (available on the PSC website). o Current annual debt service schedules for existing utility debt (we currently have this information). o For calendar years 2024, 2025, and 2026, d etailed water billing records showing billed water consumption by customer class and rate block and number of customers by class and meter size.  Based on the time of filing the Application, we may request a similar report for the previous twelve months to the time of filing. o Water billing records which list the 4 largest users in each customer class (i.e. residential, commercial, industrial, public authority) including the name of the customer, meter size, and total billed consumption for the largest quarter over the last 12-month period. o A water tower repainting schedule showing when the last time the tower(s) were repainted, the cost for repainting and whether the utility is on a 15 or 20-year repainting schedule. o Current number of un-metered customers within the utility, if any. o Most current depreciation schedule for all water utility assets, showing current year depreciation expense, depreciation rates, and accumulated depreciation for all water utility financed assets. o The current number of private fire protections by the size of connection, if any. o For municipal financed utility plant in service and contributed plant in service, the estimated 202 6 and 2027 asset additions, retirements and adjustments. o The current percentage allocated to the sewer utility’s portion of meter costs and assets. (Usually the depreciation of the meters is split 50/50 between water and sewer). o Estimated materials and supplies inventory for 2026 and 2027, if any. o For 2026 and 2027 (estimated) the number of feet of main and hydrants added and retired. Please classify additions and retirements as routine or major. o If employees perform work for more than one function, please explain how costs are assigned to the water utility. For example, when an employee performs work for municipal parks, sewer, water, and private lead service lines, describe how the salary and wages dollars are assigned to the regulated water utility. o Water utility credit card billing offering information (details to follow) • This phase includes a meeting with the Village Board or other designated meeting to present the outcome of the Application before filing the Application. • Ehlers will file the Application upon receiving desired recommendation to do so from the Client’s desired governing body or staff. FINANCIAL MANAGEMENT PLANNING ------------ , ~ Village of Fredonia, WI Page 4 2027 WRS Proposal Ehlers Phase III –Test Year 2027 PSC Conventional Rate Case Proceedings (as necessary) • Assist utility with Data Request Portion of proceedings • Review Revenue Requirement to check for PSC errors or omissions based on Application and Data Request(s) period. Provide disagreement correspondence as necessary • Review PSC Cost of Service Study & Rate Design • Represent the Utility at required PSC public hearing o Be present at the required telephonic public hearing and provide testimony in support of the proposed water rates for the test year on behalf of the Village. • File Rate Implementation Letter Compensation In return for the services set forth in the “Scope of Service,” Client agrees to compensate Ehlers as follows based on the following Scope of Service Events: Phase Scope of Service Event Fee I LRCFA Delivered to Client $ 5,500 II CRC Application Filed with PSC* $ 6,000 III Completion of PSC Rate Implementation Letter* $ 4,500 Total (All Phases) $ 16,000 *As necessary. Phase I may indicate the remainder of the Study is not needed at this time. In the event the Client determines not to proceed with additional Phases Ehlers will send the invoice for Phases completed. In the event Client determines not to proceed with the Study once a Phase has been authorized, but prior to that Phase’s completion, the compensation due for that Phase will be prorated to reflect the percentage of the work completed. For any service directed by Client and not covered by this, or another applicable Appendix, Ehlers & Associates will bill Client at an hourly rate that is dependent upon the task/staff required to meet Client request at no less than $175.00/hour and not to exceed $40 0.00/hour. This may include, for example, additional scenarios for the Long-Range Cash Flow Analysis. FINANCIAL MANAGEMENT PLANNING ------------ , ~ Village of Fredonia, WI Page 5 2027 WRS Proposal Ehlers Payment for Services Ehlers will invoice Client after the completion of each Scope of Service Event noted above. Our fees include our normal travel, printing, computer services, and mail/delivery charges. The invoice is due and payable upon receipt by the Client. Client Engagement If the Village finds this proposal suitable, please take the appropriate action and/or governing body approval. Please inform us of the decision and we will provide our required disclosures for signature. FINANCIAL MANAGEMENT PLANNING ------------ , ~