Committee of the Whole Meeting — Agenda Packet

Committee of the Whole Meeting Agenda July 28, 2026 - 6:00 PM New Berlin City Hall Council Chambers 3805 S. Casper Drive Amended & Published: 7/27/2026 @ 2:48 PM Published: 7/27/2026 AGENDA 1. CALL MEETING TO ORDER 2. ROLL CALL; DECLARATION OF QUORUM; PUBLIC NOTICE 3. APPROVAL OF MINUTES A. June 23, 2026, Commitee of the Whole Meeting Minutes 4. UTILITY & FINANCE A. Discussion and possible recommendation to the Common Council to approve the July 15, 2026, Water Utility claims in the amount of $287,513.85, Sewer Utility claims in the amount of $797,810.05, and General City claims in the amount of $1,140,826.43, including a We Energies EFT payment of $71,001.85, a US Bank VISA EFT payment of $27,100.63, and a General City check dated June 26, 2026, in the amount of $4,250.00. 5. LICENSES & PERMITS A. Discussion and possible recommendation to the Common Council to approve a Change of Agent for Kwik Trip #977, located at 15075 W. National Ave, from Mario F. Baregi to Justin R. Perez for the licensing period ending June 30, 2027, per the application on file. B. Discussion and possible action to recommend to the Common Council approval of Kowalske Brewing, doing business as Component Brewing, to sell beer at the New Berlin Historical Society on September 13, 2026, from 1:00 p.m. to 5:00 p.m., at the New Berlin Public Library on September 18, 2026, from 4:00 p.m. to 8:00 p.m., and at the New Berlin Historical Society on October 11, 2026, from 1:00 p.m. to 5:00 p.m., as outlined in Form AB-105. The applications, along with the Council's recommendation, will be forwarded to the Wisconsin Department of Revenue, Division of Alcohol Beverages, for final approval and issuance. 6. MISCELLANEOUS A. Discussion and possible recommendation to the Common Council to formally approve the appointment of Matthew Uselding as Finance Director for the City of New Berlin. B. Human Resources Department Update C. Finance Department Update D. Discussion and possible recommendation to the Common Council to approve Resolution No. 2026-13, a Resolution Providing for the Sale of Approximately $10,130,000 General Obligation Promissory Notes, Series 2026A Page 1 of 83 E. Discussion and possible recommendation to the Common Council to approve Resolution No. 2026-12, a Resolution Amending the 2026 Capital Projects Budget, to transfer $48,491 from the Lions Park Pickleball Court Design project to the Gatewood Park Master Plan project. F. Discussion and possible recommendation to the Common Council to approve a part- time Recreation Event Support staff position to fulfill the contractual obligations of events scheduled at Hickory Grove and the ARC as outlined in the New Berlin Recreation Court Rental Rates, Policies and Procedures. 7. ADJOURN Additional Information • The agenda packet, including supplemental information related to agenda items, is available online at www.NewBerlinWI.gov. Once finalized by the governing body, approved meeting minutes will also be posted online. • Agenda items may be taken out of order at the governing body's discretion. • Members, and possibly a quorum, of other municipal governmental bodies may attend this meeting to gather information. However, no action will be taken by any governmental body other than the one referenced in this notice. • Accommodations will be provided under the Americans with Disabilities Act (ADA) to meet the needs of individuals with disabilities. If you require assistance or appropriate aids and services, please contact the Office of the City Clerk at (262) 786-8610 with reasonable notice. Page 2 of 83 Committee of the Whole MEETING MINUTES June 23, 2026 - 6:00 PM Council Chambers 3805 S. Casper Drive MINUTES 1. CALL MEETING TO ORDER Mayor Ament called the meeting to order at 6:02 PM 2. ROLL CALL; DECLARATION OF QUORUM; PUBLIC NOTICE City Clerk Rubina R. Medina took the roll call as follows: Present: Alderperson Hopkins, Alderperson Maxey, Alderperson Harenda, Alderperson Horbinski, Alderperson Kroupa, Commissioner Gardner Excused: Alderperson Joseph Stribl Staff Present: Mayor Dave Ament, City Attorney Mark Blum, City Clerk Rubina R. Medina The City Clerk confirmed that a quorum was present and that the meeting was properly posted in compliance with open meetings law. 3. APPROVAL OF MINUTES A. June 9, 2026, Committee of the Whole Meeting Minutes MOTION: Motion to Approve Motion by: Alderperson Horbinski Second by: Alderperson Kroupa VOTE: Motion Passed 6-0 4. UTILITY & FINANCE A. Discussion and possible recommendation to the Common Council to approve the June 24, 2026, Water Utility claims in the amount of $13,075.07, Sewer Utility claims in the amount of $21,044.62, and General City claims in the amount of $905,352.01, including a General City Claims prepay batch of $80,632.12 dated for June 11, 2026. MOTION: Motion to Approve Motion by: Alderperson Harenda VOTE: Second by: Commissioner Gardner Page 3 of 83 Motion Passed 6-0 5. LICENSES & PERMITS A. Discussion and possible recommendation to the Common Council to approve the renewal alcohol licenses, designated agents, and premise descriptions as outlined in the list as presented, for the license year expiring June 30, 2027, contingent upon the satisfaction of all City requirements MOTION: Motion to Approve Motion by: Alderperson Kroupa Second by: Alderperson Hopkins VOTE: Motion Passed 6-0 6. MISCELLANEOUS A. Introduction of Steven Linn, City of New Berlin Communications Manager Mayor Ament introduced the Common Council and those in attendance to Steven Linn, the City of New Berlin's new Public Communications Manager. Mr. Linn came to the podium to introduce himself, provide a brief overview of his professional background, and discuss several of the projects he is currently working on. B. New Berlin Public Library Update Natalie Beacom gave her department an update. C. Stormwater Management Presentation Kristi Heuser, Program Manager with the Root-Pike Watershed Initiative Network gave a presentation to the Council and those in attendance. D. Discussion and possible recommendation to the Common Council to approve a contract with Fearing's Audio and Security in the amount of $46,550.92 for the Malone Park audio project, subject to review and approval by the Mayor and City Attorney. MOTION: Motion to Approve Motion by: Alderperson Harenda Second by: Alderperson Horbinski VOTE: Motion Passed 6-0 7. ADJOURN MOTION: Motion to Adjourn at 6:41 PM Motion by: Alderperson Kroupa Second by: Commissioner Gardner VOTE: Motion Passed 6-0 Page 4 of 83 Respectfully Submitted, Rubina R. Medina, City Clerk Page 5 of 83 Producer Full-Service Retail Sales Application AB-105 (N. 4-24) Wisconsin Department of Revenue Form AB-105 Part A: Producer Information Part C: Request for Full-Service Retail Sales at the Production Premises Complete only ONE of Part C, D or E. Part D: Request for Fixed Full-Service Retail Outlet 1. Business Legal Name (individual name if sole proprietor) 2. Business Name or DBA 4. FEIN 6. Wisconsin Producer Permit Number 5. Wisconsin Seller’s Permit Number 3. Agent Name 2. Production Premises Address1. Start Date 2. Current Outlet Name 3. Current Outlet Premises Address 8. Contact Person’s First Name 11. Contact Person’s Phone 9. Last Name 12. Contact Person’s Email 5. Zip Code 6. Zip Code 10. M.I. 4. State 5. State 7. Producer Type Less than 250 barrels Less than 1,500 liters Less than 1,000 gallons 250 - 2,499 barrels 1,500 - 4,999 liters 1,000 - 4,999 gallons 2,500 - 7,499 barrels 5,000 - 34,999 liters 5,000 - 24,999 gallons 7,500 or more barrels 35,000 or more liters 25,000 or more gallons Brewery Winery Liquor Manufacturer/Rectifier Part B: Production Quantity Brewery Manufacturer/Rectifier Winery Note: Check appropriate quantity for permit held (see instructions). If you hold more than one producer permit, check the total aggregate quantity produced for each type of permit. Enter the highest quantity produced in any of the last three calendar years. Calendar year:Calendar year: Calendar year: Quantity:Quantity: Quantity: - 1 - 7. Governing Municipality of: 3. City 4. City 6. County City Town Village 1. Are you transferring one fixed full-service retail outlet to a new location? ................................ Yes No If yes, complete boxes 2 through 9. Continued → 9. Premises Phone Number8. Governing Municipality of: 7. County City Town Village Date Page 6 of 83 - 2 - Part D: Request for Fixed Full-Service Retail Outlet (Cont.) Part E: Request for Unlimited Transfer Full-Service Retail Outlet AB-105 (N. 4-24) 13. City 5. City 11. New Outlet Name10. Start Date 1. Name of Event (if applicable) 12. New Outlet Premises Address 2. Dates of Operation (attach a schedule, if necessary) 4. Premises Address 3. Hours of Operation New Fixed Retail Outlet Information (complete boxes 10 through 23) 15. Zip Code 7. Zip Code 18. Premises Phone Number 11. Email and/or Phone Number for Organizer of Event 13. Event Website 14. State 6. State 19. Premises Description - Describe the building or buildings and any outside areas where alcohol beverages are produced, sold, stored, or consumed, and related records are kept. Describe all rooms within the building, including living quarters. Authorized alcohol beverage activities and storage of records may occur only on the premises described in this application. Attach a map or diagram and additional sheets if necessary. 14. Premises Description - Describe the building or buildings and any outside areas where alcohol beverages are produced, sold, stored, or consumed, and related records are kept. Describe all rooms within the building, including living quarters. Authorized alcohol beverage activities and storage of records may occur only on the premises described in this application. Attach a map or diagram and additional sheets if necessary. 17. Governing Municipality of: 16. County 8. County 10. Organizer of Event (if not the named applicant) 12. Organizer Website 15. On-Site Contact (Last Name, First Name) City Town Village 9. Governing Municipality of: City Town Village 20. Will you operate a restaurant on the premises?................................................... Yes No 18. Will you operate a restaurant on the premises?................................................... Yes No 21. What alcohol beverages will be offered for sale? (check all that apply) ..... Beer Wine Intoxicating Liquor (other than wine) 19. What alcohol beverages will be offered for sale? (check all that apply) ..... Beer Wine Intoxicating Liquor (other than wine) 22. What alcohol beverages does the permittee produce? (check all that apply) Beer Wine Intoxicating Liquor (other than wine) 20. What alcohol beverages does the permittee produce? (check all that apply) Beer Wine Intoxicating Liquor (other than wine) 23. How will customers be served? (check all that apply) ... Samples On-premises consumption Off-premises consumption 21. How will customers be served? (check all that apply) ... Samples On-premises consumption Off-premises consumption 16. On-Site Contact Phone 17. On-Site Contact Email Continued → Page 7 of 83 - 3 - Part G: For Municipal Use Only (Complete if Requesting Authorization in Part D or E) Part F: Attestation READ CAREFULLY BEFORE SIGNING: I understand and agree to the following: • I will not operate this location outside of the dates and times approved by the municipality and Division of Alcohol Beverages. • I will operate this location according to municipal ordinance and restrictions imposed as a condition of receiving this authorization. • I will purchase alcohol beverages I do not produce from an authorized source, such as a Wisconsin-permitted wholesaler. • I will operate this location according to Wisconsin law and administrative regulation including but not limited to: underage restrictions, closing hours, licensed operators, and record keeping requirements. Further, under penalty of law, I have answered each of the above questions completely and truthfully. I agree that I am acting solely on behalf of the applicant business and not on behalf of any other individual or entity seeking the authorization. Further, I agree that the rights and responsibili - ties conferred by the authorization, if granted, will not be assigned to another individual or entity. I understand that lack of access to any portion of a premises during inspection will be deemed a refusal to allow inspection. Such refusal is a misdemeanor and grounds for revocation of this authorization. I understand that any authorization issued contrary to Wis. Stats. Chapter 125 shall be void under penalty of Wisconsin law. I further understand that I may be prosecuted for submitting false statements and affidavits in connection with this application, and that any person who knowingly provides materially false information on this application may be required to forfeit not more than $1,000 if convicted. Who must sign this application? • sole proprietor • general partner of a partnership • corporate officer • member of an LLC Signature Date Title Email Phone AB-105 (N. 4-24) 4. Last Name of Municipal Official 3. Describe municipal restrictions indicated in questions 1 or 2 above. 6. M.I. 8. Date 10. Date Full-Service Retail Outlet Approved by Governing Body 5. First Name 7. Signature of Municipal Official 9. Date Application was Filed with Clerk Last Name First Name M.I. 1. Will the municipality limit the scope of alcohol beverages offered for sale?............................... Yes No 2. Will the municipality impose any requirements or restrictions for the full-service retail outlet? ................ Yes No Page 8 of 83 - 1 -AB-105 (N. 4-24) Form AB-105 Instructions Form AB-105 Instructions Producer Full-Service Retail Sales Application Who may apply for full-service retail sales? Producer permittees may apply for full-service retail sales on or off the production premises. Producer permittees include brewers, rectifiers, manufacturers, and wineries. Who qualifies for full-service retail sales? • A brewery that manufactures a minimum of 250 barrels of fermented malt beverages. • A manufacturer/rectifier that produces a minimum of 1,500 liters of intoxicating liquor. • A winery that produces a minimum of 1,000 gallons of wine. What are full-service retail sales? Permittees that are granted full-service retail sales privileges may: • Sell fermented malt beverages and intoxicating liquor at retail for on- or off-premises consumption at their production premises and at one or more off-site full-service retail outlets. • Provide taste samples of fermented malt beverages and intoxicating liquor. What are full-service retail outlets? Full-service retail outlets are authorized locations for full-service retail sales at places other than the permittee’s production premises. What is the difference between a fixed and unlimited transfer full-service retail outlet? Fixed full-service retail outlets may be transferred from one location to another once per year. Unlimited transfer full-service retail outlets may be transferred an unlimited number of times in a year. Only one of a producer’s full-service retail outlets may be transferred without limitation on frequency. How many full-service retail outlets may I have? The number of full-service retail outlets a producer qualifies for is determined by alcohol beverage production volume. Producers may have a maximum of three full-service outlets, regardless of the number or type of producer permits they hold. Who approves full-service retail sales? Full-service retail sales on the production premises need only be approved by the Division of Alcohol Beverages. Municipalities do not issue licenses for full-service retail sales outlets; however, municipalities must approve of the outlets. The applicant must forward the municipal approval to the Division of Alcohol Beverages for final granting of the authority for sales to commence on the premises. Can a municipality limit authorized sales at a full-service retail outlet? Yes, a municipality can limit authorized sales at a full-service retail outlet. Municipalities may limit the scope of alcohol beverages offered for sale by the permittee. Municipal approval of a full-service retail outlet must be based on the same standards and criteria, established by ordinance, for the evaluation and approval of retail licenses. A municipality may not impose any requirement or restriction in connection with the approval that the municipality does not impose on retail licensees. How do I fill out Form AB-105 and begin the application process? Authorizations requested on Form AB-105 must be applied for only one premises in one municipality at a time. To request multiple authorizations, submit a separate Form AB-105 for each location/premises. Parts A, B, and F: Applicants must complete Parts A, B, and F. Parts C, D, and E: Complete only one Part. Form AB-105 must be used to request only one authorization at a time. Example: A producer applicant requesting full-service retail sales authorization on the production premises should complete Parts A, B, C, and F. Example: A producer applicant requesting a fixed full-service retail outlet should complete Parts A, B, D, and F. Wisconsin Department of Revenue Page 9 of 83 - 2 -AB-105 (N. 4-24) Form AB-105 Instructions Example: A producer applicant requesting an unlimited transfer full-service retail outlet should complete Parts A, B, E, and F. Producer applicants requesting authorization in Part E must complete one Form AB-105 for each premises. Applicants may use the same Form AB-105 to request authorization for multiple dates and times occurring on the same premises. Municipal approval is required for authorizations requested in Parts D and E. If a producer is applying for authorization in either of these sections, the completed application must first be submitted to the governing municipality. After the municipality has granted approval by completing Part G, the applicant should submit AB-105 to the Division of Alcohol Beverages for final approval. If the applicant is only requesting authorization in Part C, the application does not require municipal approval and may be submitted directly to the Division of Alcohol Beverages. Specific Instructions: Part A: Producer Information • Box 1: Enter the legal business name. • Box 2: Enter the trade name or “doing business as” name, if different than the name in box 1. • Box 3: Enter the name of the approved agent appointed for your producer permit. • Box 4: Enter Federal Employer Identification Number (FEIN). • Box 5: Enter Wisconsin seller’s permit number. • Box 6: Enter the 15-digit Wisconsin Tax Account Number of the permit that these authorizations should be associated with. • Box 7: Check the corresponding producer permit type. • Box 8-10: Enter contact person’s name. • Box 11: Enter contact person’s phone number. • Box 12: Enter contact person’s email address. Part B: Production Quantity • Check the highest cumulative total of alcohol beverages produced in any one of the three preceding calendar years for each specific permit type held. ◦ Do not include alcohol beverages produced under a contract production agreement. • Enter the calendar year in which the highest cumulative total of alcohol beverages produced was met. • Enter the exact quantity of alcohol beverages produced. • If an applicant holds more than one type of permit or multiple permits of the same type, the aggregate number of full-service retail outlets that may be established is the maximum number authorized under their permit type, but not exceeding three full-service retail outlets. ◦ Under these circumstances, each authorized full-service retail outlet shall serve as the full-service retail outlet associated with each applicable permit, regardless of whether permittee would otherwise be entitled to fewer full- service retail outlets when calculated under their other permit(s). Part C: Request for Full-Service Retail Sales at the Production Premises • Authorization under this portion does not require municipal approval. If the applicant is not seeking other retail authorizations on this form, it can be submitted directly to the Division of Alcohol Beverages. • Box 1: Enter the date that you would like to begin full-service retail sales. • Box 2-5: List the premises address for the permit identified in Part A, boxes 5 and 6. • Box 6: Name the county where the production premises is located. • Box 7: Name the governing municipality where the production premises is located. Part D: Request for Fixed Full-Service Retail Outlet • Authorization under this section must be approved by the municipality in which the retail outlet is located prior to submitting to the Division of Alcohol Beverages for final approval. • Box 1: Check yes if you are applying to transfer a fixed full-service outlet from one location to another. Fixed Full- Service Retail Outlets may be transferred from place-to-place once per year with approval of the municipality that governs the new location. • Boxes 2-9: Complete these boxes if you checked yes in box 1 to describe the current premises you are applying to transfer. Page 10 of 83 - 3 -AB-105 (N. 4-24) Form AB-105 Instructions • Box 10: Enter the date that you would like to open the full-service retail outlet for business. • Boxes 11-18: Complete these boxes to describe the location of your new premises. • Box 19: Describe the premises in detail. Include outdoor spaces if the municipality allows it. Attach a floor plan if possible. Example: The premises is located at 1234 Main St., Realtown, WI 12345 and includes only the first-floor bar room, dining room, kitchen, north storage room, and south office of the 5,000-square-foot building. • Box 20: Producers may operate a restaurant on the premises of a full-service retail outlet with municipal and division approval. • Box 21: Check all types of alcohol beverages that will be offered for sale at the full-service retail outlet, including beverages made by the producer or producer group. • Box 22: Check all the alcohol beverages that are made by the producer under all their permits. • Box 23: Check all types of service that apply to this full-service retail outlet. ◦ Samples mean 3 oz. of beer, 3 oz. of wine, or 0.5 oz. of liquor provided free of charge to an individual. ◦ On-premises consumption means alcohol beverages served by the glass to be consumed by the customer at the premises identified in Box 18. ◦ Off-premises consumption means alcohol beverages sold in original, unopened containers for customers to consume away from the premises identified in Box 18. Part E: Request for Unlimited Transfer Full-Service Retail Outlet • Authorizations under Part E must be for dates of operation where the unlimited transfer location will be located at the same premises in the same municipality. You must use a new Form AB-105 to request authorization for each separate premises, regardless of whether the separate premises are in the same municipality. • Box 1: If you are requesting authorization to initiate or move your unlimited transfer outlet to a specific event like a farmer’s market, festival, or other community event, name it here. • Box 2: List the requested dates of operation. Attach a schedule or calendar of events, if necessary. • Box 3: List the requested hours of operation. If no hours are listed, the approving municipality and the Division will assume you are seeking authorization to operate during all hours allowed under Chapter 125, Wis. Stats. • Box 4-9: Identify the premises address. • Box 10-13: If you are requesting authorization to move your unlimited transfer outlet to a specific event, provide contact information for the event organizer, if not the named applicant. • Box 14: Describe the premises in detail. Include outdoor spaces if the municipality allows it. Attach a floor plan if possible. Example: The premises is located at 1234 Main St., Realtown, WI, 12345, and includes only the first-floor bar room, dining room, kitchen, north storage room, and south office of the 5,000 square foot building. Example: The premises is the 1,000-square-foot tent within the southwest corner of the parking lot located at XYZ Church at 3456 Main St., Realtown, WI, 12345. All sales and storage of alcohol beverages and records will occur within the 1,000-square-foot tent in the southwest corner of the parking lot. Example: The premises is located at PDQ Park (7890 Main St., Realtown, WI, 12345). A 5,000-square-foot tent will be constructed in the northeast corner of the park bordering the tree line and northern fence. All alcohol beverage sales and consumption will occur at this tent. Premises includes the adjacent north park office and the space between the tent and the office. Alcohol beverages and records will be securely stored in the north park office for the duration of the event. • Box 15-17: Provide the name and contact information for a person who will be in control of the premises for the duration of the requested time. • Box 18: Producers may operate a restaurant on the premises of a full-service retail outlet with municipal and Division of Alcohol Beverages approval. • Box 19: Check all types of alcohol beverages that will be offered for sale at the full-service retail outlet, including beverages made by the producer under all their permits. • Box 20: Check all the alcohol beverages that are made by the producer under all their permits. • Box 21: Check all the types of service that apply to this full-service retail outlet. ◦ Samples mean 3 oz. of beer, 3 oz. of wine, or 0.5 oz. of liquor provided free of charge to an individual. ◦ On-premises consumption means alcohol beverages served by the glass to be consumed by the customer at the premises identified in Box 14. ◦ Off-premises consumption means alcohol beverages sold in original, unopened containers for customers to consume Page 11 of 83 - 4 -AB-105 (N. 4-24) Form AB-105 Instructions away from the premises identified in Box 14. Part F: Attestation • Read the attestation carefully, then sign and date. Part G: For Municipal Use Only • Box 1: Check yes or no to indicate if the municipality will limit the scope of alcohol beverages offered for sale at this full-service retail outlet. • Box 2: Check yes or no to indicate if the municipality will impose other requirements or restrictions on the full-service retail outlet. • Box 3: Describe any limitations the municipality has placed on the full-service retail outlet as indicated in questions 1 or 2. Some limitations may be: parking, zoning, or noise ordinance restrictions; not allowing sales of alcohol beverages for off-premises consumption. • Box 4-10: The municipal official completing this part should fill in the information requested. Completion and Submission of Form AB-105 • The producer applicant should complete Parts A, B, and F completely, and either Part C, D, or E, depending on the type of authorization requested. • If requesting only a Part C authorization, the application can be submitted directly to the Division of Alcohol Beverages. No municipal approval is required for Part C authorizations. • If requesting a Part D or E authorization, provide the application to the municipality where the proposed full-service retail outlet will be located. ◦ The municipality should complete Part G and return it to the producer applicant. ◦ The producer applicant should provide the completed AB-105 to the Division of Alcohol Beverages for final approval. • Sales of alcohol beverages at full-service retail outlets may not commence until the Division of Alcohol Beverages has provided final approval by way of issuing a printed authorization to the applicant to be posted at the retail premises identified in this application. After Form AB-105 is completed by the producer and approved by the municipality in Part G, submit the form to the Division of Alcohol Beverages for final approval in one of two ways: • Email: DORAlcoholPermits@wisconsin.gov • Mail the form to the following address: Wisconsin Department of Revenue Division of Alcohol Beverages P.O. Box 8934 Madison, WI 53708-8934 Assistance This form is designed by the Department of Revenue. If you require assistance with this form, consider reaching out to the Division of Alcohol Beverages for assistance with submission of this application and associated forms. If you have questions about alcohol beverage laws and regulations, you may contact the Division of Alcohol Beverages using the contact information below. Website: DOR Alcohol Beverage (wi.gov) Write: DORAlcohol@wisconsin.gov Call: (608) 264-4573 Page 12 of 83 Producer Full-Service Retail Sales Application AB-105 (N. 4-24) Wisconsin Department of Revenue Form AB-105 Part A: Producer Information Part C: Request for Full-Service Retail Sales at the Production Premises Complete only ONE of Part C, D or E. Part D: Request for Fixed Full-Service Retail Outlet 1. Business Legal Name (individual name if sole proprietor) 2. Business Name or DBA 4. FEIN 6. Wisconsin Producer Permit Number 5. Wisconsin Seller’s Permit Number 3. Agent Name 2. Production Premises Address1. Start Date 2. Current Outlet Name 3. Current Outlet Premises Address 8. Contact Person’s First Name 11. Contact Person’s Phone 9. Last Name 12. Contact Person’s Email 5. Zip Code 6. Zip Code 10. M.I. 4. State 5. State 7. Producer Type Less than 250 barrels Less than 1,500 liters Less than 1,000 gallons 250 - 2,499 barrels 1,500 - 4,999 liters 1,000 - 4,999 gallons 2,500 - 7,499 barrels 5,000 - 34,999 liters 5,000 - 24,999 gallons 7,500 or more barrels 35,000 or more liters 25,000 or more gallons Brewery Winery Liquor Manufacturer/Rectifier Part B: Production Quantity Brewery Manufacturer/Rectifier Winery Note: Check appropriate quantity for permit held (see instructions). If you hold more than one producer permit, check the total aggregate quantity produced for each type of permit. Enter the highest quantity produced in any of the last three calendar years. Calendar year:Calendar year: Calendar year: Quantity:Quantity: Quantity: - 1 - 7. Governing Municipality of: 3. City 4. City 6. County City Town Village 1. Are you transferring one fixed full-service retail outlet to a new location? ................................ Yes No If yes, complete boxes 2 through 9. Continued → 9. Premises Phone Number8. Governing Municipality of: 7. County City Town Village Date Page 13 of 83 - 2 - Part D: Request for Fixed Full-Service Retail Outlet (Cont.) Part E: Request for Unlimited Transfer Full-Service Retail Outlet AB-105 (N. 4-24) 13. City 5. City 11. New Outlet Name10. Start Date 1. Name of Event (if applicable) 12. New Outlet Premises Address 2. Dates of Operation (attach a schedule, if necessary) 4. Premises Address 3. Hours of Operation New Fixed Retail Outlet Information (complete boxes 10 through 23) 15. Zip Code 7. Zip Code 18. Premises Phone Number 11. Email and/or Phone Number for Organizer of Event 13. Event Website 14. State 6. State 19. Premises Description - Describe the building or buildings and any outside areas where alcohol beverages are produced, sold, stored, or consumed, and related records are kept. Describe all rooms within the building, including living quarters. Authorized alcohol beverage activities and storage of records may occur only on the premises described in this application. Attach a map or diagram and additional sheets if necessary. 14. Premises Description - Describe the building or buildings and any outside areas where alcohol beverages are produced, sold, stored, or consumed, and related records are kept. Describe all rooms within the building, including living quarters. Authorized alcohol beverage activities and storage of records may occur only on the premises described in this application. Attach a map or diagram and additional sheets if necessary. 17. Governing Municipality of: 16. County 8. County 10. Organizer of Event (if not the named applicant) 12. Organizer Website 15. On-Site Contact (Last Name, First Name) City Town Village 9. Governing Municipality of: City Town Village 20. Will you operate a restaurant on the premises?................................................... Yes No 18. Will you operate a restaurant on the premises?................................................... Yes No 21. What alcohol beverages will be offered for sale? (check all that apply) ..... Beer Wine Intoxicating Liquor (other than wine) 19. What alcohol beverages will be offered for sale? (check all that apply) ..... Beer Wine Intoxicating Liquor (other than wine) 22. What alcohol beverages does the permittee produce? (check all that apply) Beer Wine Intoxicating Liquor (other than wine) 20. What alcohol beverages does the permittee produce? (check all that apply) Beer Wine Intoxicating Liquor (other than wine) 23. How will customers be served? (check all that apply) ... Samples On-premises consumption Off-premises consumption 21. How will customers be served? (check all that apply) ... Samples On-premises consumption Off-premises consumption 16. On-Site Contact Phone 17. On-Site Contact Email Continued → Page 14 of 83 - 3 - Part G: For Municipal Use Only (Complete if Requesting Authorization in Part D or E) Part F: Attestation READ CAREFULLY BEFORE SIGNING: I understand and agree to the following: • I will not operate this location outside of the dates and times approved by the municipality and Division of Alcohol Beverages. • I will operate this location according to municipal ordinance and restrictions imposed as a condition of receiving this authori zation. • I will purchase alcohol beverages I do not produce from an authorized source, such as a Wisconsin-permitted wholesaler. • I will operate this location according to Wisconsin law and administrative regulation including but not limited to: underage re strictions, closing hours, licensed operators, and record keeping requirements. Further, under penalty of law, I have answered each of the above questions completely and truthfully. I agree that I am acting solely on behalf of the applicant business and not on behalf of any other individual or entity seeking the authorization. Further, I agree that the rights and responsibili - ties conferred by the authorization, if granted, will not be assigned to another individual or entity. I understand that lack of access to any portion of a premises during inspection will be deemed a refusal to allow inspection. Such refusal is a misdemeanor and grounds for rev ocation of this authorization. I understand that any authorization issued contrary to Wis. Stats. Chapter 125 shall be void under penalty of Wi sconsin law. I further understand that I may be prosecuted for submitting false statements and affidavits in connection with this application, and that any person who knowingly provides materially false information on this application may be required to forfeit not more than $1,000 if convicte d. Who must sign this application? • sole proprietor • general partner of a partnership • corporate officer • member of an LLC Signature Date Title Email Phone AB-105 (N. 4-24) 4. Last Name of Municipal Official 3. Describe municipal restrictions indicated in questions 1 or 2 above. 6. M.I. 8. Date 10. Date Full-Service Retail Outlet Approved by Governing Body 5. First Name 7. Signature of Municipal Official 9. Date Application was Filed with Clerk Last Name First Name M.I. 1. Will the municipality limit the scope of alcohol beverages offered for sale?............................... Yes No 2. Will the municipality impose any requirements or restrictions for the full-service retail outlet? . . . . . . . . . . . . . . . . Yes No Page 15 of 83 - 1 -AB-105 (N. 4-24) Form AB-105 Instructions Form AB-105 Instructions Producer Full-Service Retail Sales Application Who may apply for full-service retail sales? Producer permittees may apply for full-service retail sales on or off the production premises. Producer permittees include brewers, rectifiers, manufacturers, and wineries. Who qualifies for full-service retail sales? • A brewery that manufactures a minimum of 250 barrels of fermented malt beverages. • A manufacturer/rectifier that produces a minimum of 1,500 liters of intoxicating liquor. • A winery that produces a minimum of 1,000 gallons of wine. What are full-service retail sales? Permittees that are granted full-service retail sales privileges may: • Sell fermented malt beverages and intoxicating liquor at retail for on- or off-premises consumption at their production premises and at one or more off-site full-service retail outlets. • Provide taste samples of fermented malt beverages and intoxicating liquor. What are full-service retail outlets? Full-service retail outlets are authorized locations for full-service retail sales at places other than the permittee’s production premises. What is the difference between a fixed and unlimited transfer full-service retail outlet? Fixed full-service retail outlets may be transferred from one location to another once per year. Unlimited transfer full-service retail outlets may be transferred an unlimited number of times in a year. Only one of a producer’s full-service retail outlets may be transferred without limitation on frequency. How many full-service retail outlets may I have? The number of full-service retail outlets a producer qualifies for is determined by alcohol beverage production volume. Producers may have a maximum of three full-service outlets, regardless of the number or type of producer permits they hold. Who approves full-service retail sales? Full-service retail sales on the production premises need only be approved by the Division of Alcohol Beverages. Municipalities do not issue licenses for full-service retail sales outlets; however, municipalities must approve of the outlets. The applicant must forward the municipal approval to the Division of Alcohol Beverages for final granting of the authority for sales to commence on the premises. Can a municipality limit authorized sales at a full-service retail outlet? Yes, a municipality can limit authorized sales at a full-service retail outlet. Municipalities may limit the scope of alcohol beverages offered for sale by the permittee. Municipal approval of a full-service retail outlet must be based on the same standards and criteria, established by ordinance, for the evaluation and approval of retail licenses. A municipality may not impose any requirement or restriction in connection with the approval that the municipality does not impose on retail licensees. How do I fill out Form AB-105 and begin the application process? Authorizations requested on Form AB-105 must be applied for only one premises in one municipality at a time. To request multiple authorizations, submit a separate Form AB-105 for each location/premises. Parts A, B, and F: Applicants must complete Parts A, B, and F. Parts C, D, and E: Complete only one Part. Form AB-105 must be used to request only one authorization at a time. Example: A producer applicant requesting full-service retail sales authorization on the production premises should complete Parts A, B, C, and F. Example: A producer applicant requesting a fixed full-service retail outlet should complete Parts A, B, D, and F. Wisconsin Department of Revenue Page 16 of 83 - 2 -AB-105 (N. 4-24) Form AB-105 Instructions Example: A producer applicant requesting an unlimited transfer full-service retail outlet should complete Parts A, B, E, and F. Producer applicants requesting authorization in Part E must complete one Form AB-105 for each premises. Applicants may use the same Form AB-105 to request authorization for multiple dates and times occurring on the same premises. Municipal approval is required for authorizations requested in Parts D and E. If a producer is applying for authorization in either of these sections, the completed application must first be submitted to the governing municipality. After the municipality has granted approval by completing Part G, the applicant should submit AB-105 to the Division of Alcohol Beverages for final approval. If the applicant is only requesting authorization in Part C, the application does not require municipal approval and may be submitted directly to the Division of Alcohol Beverages. Specific Instructions: Part A: Producer Information • Box 1: Enter the legal business name. • Box 2: Enter the trade name or “doing business as” name, if different than the name in box 1. • Box 3: Enter the name of the approved agent appointed for your producer permit. • Box 4: Enter Federal Employer Identification Number (FEIN). • Box 5: Enter Wisconsin seller’s permit number. • Box 6: Enter the 15-digit Wisconsin Tax Account Number of the permit that these authorizations should be associated with. • Box 7: Check the corresponding producer permit type. • Box 8-10: Enter contact person’s name. • Box 11: Enter contact person’s phone number. • Box 12: Enter contact person’s email address. Part B: Production Quantity • Check the highest cumulative total of alcohol beverages produced in any one of the three preceding calendar years for each specific permit type held. ◦ Do not include alcohol beverages produced under a contract production agreement. • Enter the calendar year in which the highest cumulative total of alcohol beverages produced was met. • Enter the exact quantity of alcohol beverages produced. • If an applicant holds more than one type of permit or multiple permits of the same type, the aggregate number of full-service retail outlets that may be established is the maximum number authorized under their permit type, but not exceeding three full-service retail outlets. ◦ Under these circumstances, each authorized full-service retail outlet shall serve as the full-service retail outlet associated with each applicable permit, regardless of whether permittee would otherwise be entitled to fewer full- service retail outlets when calculated under their other permit(s). Part C: Request for Full-Service Retail Sales at the Production Premises • Authorization under this portion does not require municipal approval. If the applicant is not seeking other retail authorizations on this form, it can be submitted directly to the Division of Alcohol Beverages. • Box 1: Enter the date that you would like to begin full-service retail sales. • Box 2-5: List the premises address for the permit identified in Part A, boxes 5 and 6. • Box 6: Name the county where the production premises is located. • Box 7: Name the governing municipality where the production premises is located. Part D: Request for Fixed Full-Service Retail Outlet • Authorization under this section must be approved by the municipality in which the retail outlet is located prior to submitting to the Division of Alcohol Beverages for final approval. • Box 1: Check yes if you are applying to transfer a fixed full-service outlet from one location to another. Fixed Full- Service Retail Outlets may be transferred from place-to-place once per year with approval of the municipality that governs the new location. • Boxes 2-9: Complete these boxes if you checked yes in box 1 to describe the current premises you are applying to transfer. Page 17 of 83 - 3 -AB-105 (N. 4-24) Form AB-105 Instructions • Box 10: Enter the date that you would like to open the full-service retail outlet for business. • Boxes 11-18: Complete these boxes to describe the location of your new premises. • Box 19: Describe the premises in detail. Include outdoor spaces if the municipality allows it. Attach a floor plan if possible. Example: The premises is located at 1234 Main St., Realtown, WI 12345 and includes only the first-floor bar room, dining room, kitchen, north storage room, and south office of the 5,000-square-foot building. • Box 20: Producers may operate a restaurant on the premises of a full-service retail outlet with municipal and division approval. • Box 21: Check all types of alcohol beverages that will be offered for sale at the full-service retail outlet, including beverages made by the producer or producer group. • Box 22: Check all the alcohol beverages that are made by the producer under all their permits. • Box 23: Check all types of service that apply to this full-service retail outlet. ◦ Samples mean 3 oz. of beer, 3 oz. of wine, or 0.5 oz. of liquor provided free of charge to an individual. ◦ On-premises consumption means alcohol beverages served by the glass to be consumed by the customer at the premises identified in Box 18. ◦ Off-premises consumption means alcohol beverages sold in original, unopened containers for customers to consume away from the premises identified in Box 18. Part E: Request for Unlimited Transfer Full-Service Retail Outlet • Authorizations under Part E must be for dates of operation where the unlimited transfer location will be located at the same premises in the same municipality. You must use a new Form AB-105 to request authorization for each separate premises, regardless of whether the separate premises are in the same municipality. • Box 1: If you are requesting authorization to initiate or move your unlimited transfer outlet to a specific event like a farmer’s market, festival, or other community event, name it here. • Box 2: List the requested dates of operation. Attach a schedule or calendar of events, if necessary. • Box 3: List the requested hours of operation. If no hours are listed, the approving municipality and the Division will assume you are seeking authorization to operate during all hours allowed under Chapter 125, Wis. Stats. • Box 4-9: Identify the premises address. • Box 10-13: If you are requesting authorization to move your unlimited transfer outlet to a specific event, provide contact information for the event organizer, if not the named applicant. • Box 14: Describe the premises in detail. Include outdoor spaces if the municipality allows it. Attach a floor plan if possible. Example: The premises is located at 1234 Main St., Realtown, WI, 12345, and includes only the first-floor bar room, dining room, kitchen, north storage room, and south office of the 5,000 square foot building. Example: The premises is the 1 ,000-square-foot tent within the southwest corner of the parking lot located at XYZ Church at 3456 Main St., Realtown, WI, 12345. All sales and storage of alcohol beverages and records will occur within the 1,000-square-foot tent in the southwest corner of the parking lot. Example: The premises is located at PDQ Park (7890 Main St., Realtown, WI, 12345). A 5,000-square-foot tent will be constructed in the northeast corner of the park bordering the tree line and northern fence. All alcohol beverage sales and consumption will occur at this tent. Premises includes the adjacent north park office and the space between the tent and the office. Alcohol beverages and records will be securely stored in the north park office for the duration of the event. • Box 15-17: Provide the name and contact information for a person who will be in control of the premises for the duration of the requested time. • Box 18: Producers may operate a restaurant on the premises of a full-service retail outlet with municipal and Division of Alcohol Beverages approval. • Box 19: Check all types of alcohol beverages that will be offered for sale at the full-service retail outlet, including beverages made by the producer under all their permits. • Box 20: Check all the alcohol beverages that are made by the producer under all their permits. • Box 21: Check all the types of service that apply to this full-service retail outlet. ◦ Samples mean 3 oz. of beer, 3 oz. of wine, or 0.5 oz. of liquor provided free of charge to an individual. ◦ On-premises consumption means alcohol beverages served by the glass to be consumed by the customer at the premises identified in Box 14. ◦ Off-premises consumption means alcohol beverages sold in original, unopened containers for customers to consume Page 18 of 83 - 4 -AB-105 (N. 4-24) Form AB-105 Instructions away from the premises identified in Box 14. Part F: Attestation • Read the attestation carefully, then sign and date. Part G: For Municipal Use Only • Box 1: Check yes or no to indicate if the municipality will limit the scope of alcohol beverages offered for sale at this full-service retail outlet. • Box 2: Check yes or no to indicate if the municipality will impose other requirements or restrictions on the full-service retail outlet. • Box 3: Describe any limitations the municipality has placed on the full-service retail outlet as indicated in questions 1 or 2. Some limitations may be: parking, zoning, or noise ordinance restrictions; not allowing sales of alcohol beverages for off-premises consumption. • Box 4-10: The municipal official completing this part should fill in the information requested. Completion and Submission of Form AB-105 • The producer applicant should complete Parts A, B, and F completely, and either Part C, D, or E, depending on the type of authorization requested. • If requesting only a Part C authorization, the application can be submitted directly to the Division of Alcohol Beverages. No municipal approval is required for Part C authorizations. • If requesting a Part D or E authorization, provide the application to the municipality where the proposed full-service retail outlet will be located. ◦ The municipality should complete Part G and return it to the producer applicant. ◦ The producer applicant should provide the completed AB-105 to the Division of Alcohol Beverages for final approval. • Sales of alcohol beverages at full-service retail outlets may not commence until the Division of Alcohol Beverages has provided final approval by way of issuing a printed authorization to the applicant to be posted at the retail premises identified in this application. After Form AB-105 is completed by the producer and approved by the municipality in Part G, submit the form to the Division of Alcohol Beverages for final approval in one of two ways: • Email: DORAlcoholPermits@wisconsin.gov • Mail the form to the following address: Wisconsin Department of Revenue Division of Alcohol Beverages P.O. Box 8934 Madison, WI 53708-8934 Assistance This form is designed by the Department of Revenue. If you require assistance with this form, consider reaching out to the Division of Alcohol Beverages for assistance with submission of this application and associated forms. If you have questions about alcohol beverage laws and regulations, you may contact the Division of Alcohol Beverages using the contact information below. Website: DOR Alcohol Beverage (wi.gov) Write: DORAlcohol@wisconsin.gov Call: (608) 264-4573 Page 19 of 83 Producer Full-Service Retail Sales Application AB-105 (N. 4-24) Wisconsin Department of Revenue Form AB-105 Part A: Producer Information Part C: Request for Full-Service Retail Sales at the Production Premises Complete only ONE of Part C, D or E. Part D: Request for Fixed Full-Service Retail Outlet 1. Business Legal Name (individual name if sole proprietor) 2. Business Name or DBA 4. FEIN 6. Wisconsin Producer Permit Number 5. Wisconsin Seller’s Permit Number 3. Agent Name 2. Production Premises Address1. Start Date 2. Current Outlet Name 3. Current Outlet Premises Address 8. Contact Person’s First Name 11. Contact Person’s Phone 9. Last Name 12. Contact Person’s Email 5. Zip Code 6. Zip Code 10. M.I. 4. State 5. State 7. Producer Type Less than 250 barrels Less than 1,500 liters Less than 1,000 gallons 250 - 2,499 barrels 1,500 - 4,999 liters 1,000 - 4,999 gallons 2,500 - 7,499 barrels 5,000 - 34,999 liters 5,000 - 24,999 gallons 7,500 or more barrels 35,000 or more liters 25,000 or more gallons Brewery Winery Liquor Manufacturer/Rectifier Part B: Production Quantity Brewery Manufacturer/Rectifier Winery Note: Check appropriate quantity for permit held (see instructions). If you hold more than one producer permit, check the total aggregate quantity produced for each type of permit. Enter the highest quantity produced in any of the last three calendar years. Calendar year:Calendar year: Calendar year: Quantity:Quantity: Quantity: - 1 - 7. Governing Municipality of: 3. City 4. City 6. County City Town Village 1. Are you transferring one fixed full-service retail outlet to a new location? ................................ Yes No If yes, complete boxes 2 through 9. Continued → 9. Premises Phone Number8. Governing Municipality of: 7. County City Town Village Date Page 20 of 83 - 2 - Part D: Request for Fixed Full-Service Retail Outlet (Cont.) Part E: Request for Unlimited Transfer Full-Service Retail Outlet AB-105 (N. 4-24) 13. City 5. City 11. New Outlet Name10. Start Date 1. Name of Event (if applicable) 12. New Outlet Premises Address 2. Dates of Operation (attach a schedule, if necessary) 4. Premises Address 3. Hours of Operation New Fixed Retail Outlet Information (complete boxes 10 through 23) 15. Zip Code 7. Zip Code 18. Premises Phone Number 11. Email and/or Phone Number for Organizer of Event 13. Event Website 14. State 6. State 19. Premises Description - Describe the building or buildings and any outside areas where alcohol beverages are produced, sold, stored, or consumed, and related records are kept. Describe all rooms within the building, including living quarters. Authorized alcohol beverage activities and storage of records may occur only on the premises described in this application. Attach a map or diagram and additional sheets if necessary. 14. Premises Description - Describe the building or buildings and any outside areas where alcohol beverages are produced, sold, stored, or consumed, and related records are kept. Describe all rooms within the building, including living quarters. Authorized alcohol beverage activities and storage of records may occur only on the premises described in this application. Attach a map or diagram and additional sheets if necessary. 17. Governing Municipality of: 16. County 8. County 10. Organizer of Event (if not the named applicant) 12. Organizer Website 15. On-Site Contact (Last Name, First Name) City Town Village 9. Governing Municipality of: City Town Village 20. Will you operate a restaurant on the premises?................................................... Yes No 18. Will you operate a restaurant on the premises?................................................... Yes No 21. What alcohol beverages will be offered for sale? (check all that apply) ..... Beer Wine Intoxicating Liquor (other than wine) 19. What alcohol beverages will be offered for sale? (check all that apply) ..... Beer Wine Intoxicating Liquor (other than wine) 22. What alcohol beverages does the permittee produce? (check all that apply) Beer Wine Intoxicating Liquor (other than wine) 20. What alcohol beverages does the permittee produce? (check all that apply) Beer Wine Intoxicating Liquor (other than wine) 23. How will customers be served? (check all that apply) ... Samples On-premises consumption Off-premises consumption 21. How will customers be served? (check all that apply) ... Samples On-premises consumption Off-premises consumption 16. On-Site Contact Phone 17. On-Site Contact Email Continued → Page 21 of 83 - 3 - Part G: For Municipal Use Only (Complete if Requesting Authorization in Part D or E) Part F: Attestation READ CAREFULLY BEFORE SIGNING: I understand and agree to the following: • I will not operate this location outside of the dates and times approved by the municipality and Division of Alcohol Beverages. • I will operate this location according to municipal ordinance and restrictions imposed as a condition of receiving this authori zation. • I will purchase alcohol beverages I do not produce from an authorized source, such as a Wisconsin-permitted wholesaler. • I will operate this location according to Wisconsin law and administrative regulation including but not limited to: underage re strictions, closing hours, licensed operators, and record keeping requirements. Further, under penalty of law, I have answered each of the above questions completely and truthfully. I agree that I am acting solely on behalf of the applicant business and not on behalf of any other individual or entity seeking the authorization. Further, I agree that the rights and responsibili - ties conferred by the authorization, if granted, will not be assigned to another individual or entity. I understand that lack of access to any portion of a premises during inspection will be deemed a refusal to allow inspection. Such refusal is a misdemeanor and grounds for rev ocation of this authorization. I understand that any authorization issued contrary to Wis. Stats. Chapter 125 shall be void under penalty of Wi sconsin law. I further understand that I may be prosecuted for submitting false statements and affidavits in connection with this application, and that any person who knowingly provides materially false information on this application may be required to forfeit not more than $1,000 if convicte d. Who must sign this application? • sole proprietor • general partner of a partnership • corporate officer • member of an LLC Signature Date Title Email Phone AB-105 (N. 4-24) 4. Last Name of Municipal Official 3. Describe municipal restrictions indicated in questions 1 or 2 above. 6. M.I. 8. Date 10. Date Full-Service Retail Outlet Approved by Governing Body 5. First Name 7. Signature of Municipal Official 9. Date Application was Filed with Clerk Last Name First Name M.I. 1. Will the municipality limit the scope of alcohol beverages offered for sale?............................... Yes No 2. Will the municipality impose any requirements or restrictions for the full-service retail outlet? . . . . . . . . . . . . . . . . Yes No Page 22 of 83 - 1 -AB-105 (N. 4-24) Form AB-105 Instructions Form AB-105 Instructions Producer Full-Service Retail Sales Application Who may apply for full-service retail sales? Producer permittees may apply for full-service retail sales on or off the production premises. Producer permittees include brewers, rectifiers, manufacturers, and wineries. Who qualifies for full-service retail sales? • A brewery that manufactures a minimum of 250 barrels of fermented malt beverages. • A manufacturer/rectifier that produces a minimum of 1,500 liters of intoxicating liquor. • A winery that produces a minimum of 1,000 gallons of wine. What are full-service retail sales? Permittees that are granted full-service retail sales privileges may: • Sell fermented malt beverages and intoxicating liquor at retail for on- or off-premises consumption at their production premises and at one or more off-site full-service retail outlets. • Provide taste samples of fermented malt beverages and intoxicating liquor. What are full-service retail outlets? Full-service retail outlets are authorized locations for full-service retail sales at places other than the permittee’s production premises. What is the difference between a fixed and unlimited transfer full-service retail outlet? Fixed full-service retail outlets may be transferred from one location to another once per year. Unlimited transfer full-service retail outlets may be transferred an unlimited number of times in a year. Only one of a producer’s full-service retail outlets may be transferred without limitation on frequency. How many full-service retail outlets may I have? The number of full-service retail outlets a producer qualifies for is determined by alcohol beverage production volume. Producers may have a maximum of three full-service outlets, regardless of the number or type of producer permits they hold. Who approves full-service retail sales? Full-service retail sales on the production premises need only be approved by the Division of Alcohol Beverages. Municipalities do not issue licenses for full-service retail sales outlets; however, municipalities must approve of the outlets. The applicant must forward the municipal approval to the Division of Alcohol Beverages for final granting of the authority for sales to commence on the premises. Can a municipality limit authorized sales at a full-service retail outlet? Yes, a municipality can limit authorized sales at a full-service retail outlet. Municipalities may limit the scope of alcohol beverages offered for sale by the permittee. Municipal approval of a full-service retail outlet must be based on the same standards and criteria, established by ordinance, for the evaluation and approval of retail licenses. A municipality may not impose any requirement or restriction in connection with the approval that the municipality does not impose on retail licensees. How do I fill out Form AB-105 and begin the application process? Authorizations requested on Form AB-105 must be applied for only one premises in one municipality at a time. To request multiple authorizations, submit a separate Form AB-105 for each location/premises. Parts A, B, and F: Applicants must complete Parts A, B, and F. Parts C, D, and E: Complete only one Part. Form AB-105 must be used to request only one authorization at a time. Example: A producer applicant requesting full-service retail sales authorization on the production premises should complete Parts A, B, C, and F. Example: A producer applicant requesting a fixed full-service retail outlet should complete Parts A, B, D, and F. Wisconsin Department of Revenue Page 23 of 83 - 2 -AB-105 (N. 4-24) Form AB-105 Instructions Example: A producer applicant requesting an unlimited transfer full-service retail outlet should complete Parts A, B, E, and F. Producer applicants requesting authorization in Part E must complete one Form AB-105 for each premises. Applicants may use the same Form AB-105 to request authorization for multiple dates and times occurring on the same premises. Municipal approval is required for authorizations requested in Parts D and E. If a producer is applying for authorization in either of these sections, the completed application must first be submitted to the governing municipality. After the municipality has granted approval by completing Part G, the applicant should submit AB-105 to the Division of Alcohol Beverages for final approval. If the applicant is only requesting authorization in Part C, the application does not require municipal approval and may be submitted directly to the Division of Alcohol Beverages. Specific Instructions: Part A: Producer Information • Box 1: Enter the legal business name. • Box 2: Enter the trade name or “doing business as” name, if different than the name in box 1. • Box 3: Enter the name of the approved agent appointed for your producer permit. • Box 4: Enter Federal Employer Identification Number (FEIN). • Box 5: Enter Wisconsin seller’s permit number. • Box 6: Enter the 15-digit Wisconsin Tax Account Number of the permit that these authorizations should be associated with. • Box 7: Check the corresponding producer permit type. • Box 8-10: Enter contact person’s name. • Box 11: Enter contact person’s phone number. • Box 12: Enter contact person’s email address. Part B: Production Quantity • Check the highest cumulative total of alcohol beverages produced in any one of the three preceding calendar years for each specific permit type held. ◦ Do not include alcohol beverages produced under a contract production agreement. • Enter the calendar year in which the highest cumulative total of alcohol beverages produced was met. • Enter the exact quantity of alcohol beverages produced. • If an applicant holds more than one type of permit or multiple permits of the same type, the aggregate number of full-service retail outlets that may be established is the maximum number authorized under their permit type, but not exceeding three full-service retail outlets. ◦ Under these circumstances, each authorized full-service retail outlet shall serve as the full-service retail outlet associated with each applicable permit, regardless of whether permittee would otherwise be entitled to fewer full- service retail outlets when calculated under their other permit(s). Part C: Request for Full-Service Retail Sales at the Production Premises • Authorization under this portion does not require municipal approval. If the applicant is not seeking other retail authorizations on this form, it can be submitted directly to the Division of Alcohol Beverages. • Box 1: Enter the date that you would like to begin full-service retail sales. • Box 2-5: List the premises address for the permit identified in Part A, boxes 5 and 6. • Box 6: Name the county where the production premises is located. • Box 7: Name the governing municipality where the production premises is located. Part D: Request for Fixed Full-Service Retail Outlet • Authorization under this section must be approved by the municipality in which the retail outlet is located prior to submitting to the Division of Alcohol Beverages for final approval. • Box 1: Check yes if you are applying to transfer a fixed full-service outlet from one location to another. Fixed Full- Service Retail Outlets may be transferred from place-to-place once per year with approval of the municipality that governs the new location. • Boxes 2-9: Complete these boxes if you checked yes in box 1 to describe the current premises you are applying to transfer. Page 24 of 83 - 3 -AB-105 (N. 4-24) Form AB-105 Instructions • Box 10: Enter the date that you would like to open the full-service retail outlet for business. • Boxes 11-18: Complete these boxes to describe the location of your new premises. • Box 19: Describe the premises in detail. Include outdoor spaces if the municipality allows it. Attach a floor plan if possible. Example: The premises is located at 1234 Main St., Realtown, WI 12345 and includes only the first-floor bar room, dining room, kitchen, north storage room, and south office of the 5,000-square-foot building. • Box 20: Producers may operate a restaurant on the premises of a full-service retail outlet with municipal and division approval. • Box 21: Check all types of alcohol beverages that will be offered for sale at the full-service retail outlet, including beverages made by the producer or producer group. • Box 22: Check all the alcohol beverages that are made by the producer under all their permits. • Box 23: Check all types of service that apply to this full-service retail outlet. ◦ Samples mean 3 oz. of beer, 3 oz. of wine, or 0.5 oz. of liquor provided free of charge to an individual. ◦ On-premises consumption means alcohol beverages served by the glass to be consumed by the customer at the premises identified in Box 18. ◦ Off-premises consumption means alcohol beverages sold in original, unopened containers for customers to consume away from the premises identified in Box 18. Part E: Request for Unlimited Transfer Full-Service Retail Outlet • Authorizations under Part E must be for dates of operation where the unlimited transfer location will be located at the same premises in the same municipality. You must use a new Form AB-105 to request authorization for each separate premises, regardless of whether the separate premises are in the same municipality. • Box 1: If you are requesting authorization to initiate or move your unlimited transfer outlet to a specific event like a farmer’s market, festival, or other community event, name it here. • Box 2: List the requested dates of operation. Attach a schedule or calendar of events, if necessary. • Box 3: List the requested hours of operation. If no hours are listed, the approving municipality and the Division will assume you are seeking authorization to operate during all hours allowed under Chapter 125, Wis. Stats. • Box 4-9: Identify the premises address. • Box 10-13: If you are requesting authorization to move your unlimited transfer outlet to a specific event, provide contact information for the event organizer, if not the named applicant. • Box 14: Describe the premises in detail. Include outdoor spaces if the municipality allows it. Attach a floor plan if possible. Example: The premises is located at 1234 Main St., Realtown, WI, 12345, and includes only the first-floor bar room, dining room, kitchen, north storage room, and south office of the 5,000 square foot building. Example: The premises is the 1 ,000-square-foot tent within the southwest corner of the parking lot located at XYZ Church at 3456 Main St., Realtown, WI, 12345. All sales and storage of alcohol beverages and records will occur within the 1,000-square-foot tent in the southwest corner of the parking lot. Example: The premises is located at PDQ Park (7890 Main St., Realtown, WI, 12345). A 5,000-square-foot tent will be constructed in the northeast corner of the park bordering the tree line and northern fence. All alcohol beverage sales and consumption will occur at this tent. Premises includes the adjacent north park office and the space between the tent and the office. Alcohol beverages and records will be securely stored in the north park office for the duration of the event. • Box 15-17: Provide the name and contact information for a person who will be in control of the premises for the duration of the requested time. • Box 18: Producers may operate a restaurant on the premises of a full-service retail outlet with municipal and Division of Alcohol Beverages approval. • Box 19: Check all types of alcohol beverages that will be offered for sale at the full-service retail outlet, including beverages made by the producer under all their permits. • Box 20: Check all the alcohol beverages that are made by the producer under all their permits. • Box 21: Check all the types of service that apply to this full-service retail outlet. ◦ Samples mean 3 oz. of beer, 3 oz. of wine, or 0.5 oz. of liquor provided free of charge to an individual. ◦ On-premises consumption means alcohol beverages served by the glass to be consumed by the customer at the premises identified in Box 14. ◦ Off-premises consumption means alcohol beverages sold in original, unopened containers for customers to consume Page 25 of 83 - 4 -AB-105 (N. 4-24) Form AB-105 Instructions away from the premises identified in Box 14. Part F: Attestation • Read the attestation carefully, then sign and date. Part G: For Municipal Use Only • Box 1: Check yes or no to indicate if the municipality will limit the scope of alcohol beverages offered for sale at this full-service retail outlet. • Box 2: Check yes or no to indicate if the municipality will impose other requirements or restrictions on the full-service retail outlet. • Box 3: Describe any limitations the municipality has placed on the full-service retail outlet as indicated in questions 1 or 2. Some limitations may be: parking, zoning, or noise ordinance restrictions; not allowing sales of alcohol beverages for off-premises consumption. • Box 4-10: The municipal official completing this part should fill in the information requested. Completion and Submission of Form AB-105 • The producer applicant should complete Parts A, B, and F completely, and either Part C, D, or E, depending on the type of authorization requested. • If requesting only a Part C authorization, the application can be submitted directly to the Division of Alcohol Beverages. No municipal approval is required for Part C authorizations. • If requesting a Part D or E authorization, provide the application to the municipality where the proposed full-service retail outlet will be located. ◦ The municipality should complete Part G and return it to the producer applicant. ◦ The producer applicant should provide the completed AB-105 to the Division of Alcohol Beverages for final approval. • Sales of alcohol beverages at full-service retail outlets may not commence until the Division of Alcohol Beverages has provided final approval by way of issuing a printed authorization to the applicant to be posted at the retail premises identified in this application. After Form AB-105 is completed by the producer and approved by the municipality in Part G, submit the form to the Division of Alcohol Beverages for final approval in one of two ways: • Email: DORAlcoholPermits@wisconsin.gov • Mail the form to the following address: Wisconsin Department of Revenue Division of Alcohol Beverages P.O. Box 8934 Madison, WI 53708-8934 Assistance This form is designed by the Department of Revenue. If you require assistance with this form, consider reaching out to the Division of Alcohol Beverages for assistance with submission of this application and associated forms. If you have questions about alcohol beverage laws and regulations, you may contact the Division of Alcohol Beverages using the contact information below. Website: DOR Alcohol Beverage (wi.gov) Write: DORAlcohol@wisconsin.gov Call: (608) 264-4573 Page 26 of 83 Human Resource Department 1 Common Council Update Tuesday, July 28, 2026 Page 27 of 83 The Team 2  Rebecca Freisleben  Benefits Administrator  Focus: benefit administration and leave processing  Melissa Beck  Human Resource Director  Focus: Strategic planning, talent management, culture and engagement, compliance and risk management  HR Manager - Vacant Page 28 of 83 Department Vision 3  Improve employee engagement through effective communication and education for all employees.  Cultivate trust and respect to maintain positive interactions with employees.  Fulfill statutory duties and maintain the highest standards of ethics and integrity.  Position the Human Resource Department as a Center of Excellence with a focus on initiatives to improve performance, growth and employee satisfaction. Page 29 of 83 Staffing Update 4 In addition to our regular hiring, we have averaged 100 seasonal hires per year over the past 4 years. Page 30 of 83 Staffing Challenges 5  We continue to compete with the private sector positions as well as neighboring communities  Continue to promote the benefits of working for the public sector  Continue to improve upon our compensation and benefits program  Changes to recruiting platforms  The platforms we use are no longer free to advertise our postings  Continue to look for alternatives  Account for recruiting costs in the budgets  Difficult to fill positions  Review the job descriptions and compensation to ensure we are in alignment with other municipalities  Although we have had some difficulty filling certain positions, the number of applicants per job posting has doubled since 2022. Page 31 of 83 HR Project Updates 6  City wide door access process change  HR, PD, IT and DPW have streamlined the door access for city staff, volunteers, and contractors to ensure safety and security of city staff and facilities.  Created SOP and assigned door access by position and the group collaborates on any changes  PD Time & Attendance  HR, Finance and PD worked collaboratively to move the Police union staff from Kronos timekeeping over to Time & Attendance to align with all other city staff  First Due Implementation  HR, Finance and IT worked collaboratively with the Fire Department for the implementation of First Due for their timekeeping system. Page 32 of 83 HR Project Updates 7  Employee Access  HR, Finance and IT are working together to transition from Employee Self Service to the newer platform Employee Access  The new platform increases capabilities for staff to submit updates to personal information, update tax withholdings, and direct deposit  HR is setting up the new platform to the open enrollment online and once that is complete employees will have access to see what benefits they are enrolled in.  Wellness  Continue to focus on employee wellness activities to increase employee engagement  Wellness walk, step challenge, National fruit day, National RB Float day, National Icee day, popcorn days  Sponsored a family for Christmas through the Christmas Clearing Council and city staff went over and above  Wellness Fair coming up in September Page 33 of 83  Liability Insurance  A risk management team was created (DPW/FIN/HR) to monitor and manage the City’s P&C lines of coverage; MPIC and CVMIC  New reporting forms were created and an informational webpage was added for staff  A revaluation of our property coverage was completed in the Spring  We moved to a Nurse Hotline for our Work Comp reporting which has helped streamline the process for both HR and the staff  Health Plan  HR and Finance worked together to successfully move the City to the current self- funded health plan for 2026  Implementing a Health Risk Assessment in the Fall of 2026 HR Project Updates 8 Page 34 of 83 Ongoing HR Focus 9  Compensation Strategy  Goal is to review positions on a rotating schedule  May have need to review positions as warranted  Reviewed and applied market adjustments for three job classes in 2026  Benefit Program  Continue to research options to enhance benefits and contain costs to provide competitive benefits for employees  Recruitment  Continue to improve upon the recruitment process with Hiring Managers  Increase recruitment advertising across more mediums  Increase marketing efforts  Onboarding  Improve the onboarding experience for new employees  Create virtual onboarding processes  Improve upon training opportunities and tracking Page 35 of 83 Thank you for all that you do! QUESTIONS? 10 Page 36 of 83 Finance Department Money, if it does not bring you happiness, will at least help you be miserable in comfort." — Helen Gurley Brown Page 37 of 83 Agenda o Who We Are o What We Do o How We Track It o Future initiatives "Wealth consists not in having great possessions, but in having few wants." — Epictetus Page 38 of 83 Who We Are "Compound interest is the most powerful force in the universe." —Albert Einstein Page 39 of 83 Who We Are Finance Director – Matthew Uselding (0.16 Yrs) Deputy Finance Director – Amy Miller (3 Yrs) Bookkeeper – Thu Van Hintz (14 Yrs) Cashier – Kelly Tice (3 Yrs) Payroll Coordinator – Kathy Frahmann (7.5 Yrs) Accounting Clerk – Sandy Neylon (1.5 Yrs) "Everything is worth what its purchaser will pay for it." — Publilius Syrus Page 40 of 83 Historical Staffing Levels Position 2024 FTE 2025 FTE 2026 FTE 2027 FTE Director of Finance/Treasurer 1.0 1.0 1.0 1.0 Deputy Director of Finance 1.0 1.0 1.0 1.0 Accounting Manager - - - - Bookkeeper 1.0 1.0 1.0 1.0 Payroll Coordinator 0.7 0.7 0.7 0.7 Payroll Associate 0.5 0.5 0.5 0.5 Cashier 1.0 1.0 1.0 1.0 Total 5.2 5.2 5.2 5.2 "If you owe the bank $100 that's your problem. If you owe the bank $100 million, that's the bank's problem." — J. Paul Getty Page 41 of 83 Staffing Levels – Comparison Position 2026 FTE Director of Finance/Treasurer 1.0 Deputy Director of Finance 1.0 Accounting Manager - Bookkeeper 1.0 Payroll Coordinator 0.7 Payroll Associate 0.5 Cashier 1.0 Total 5.2 Brookfield 2026 FTE Wauwatosa 2026 FTE Director of Finance & Admin 1.0 Accounting Analyst 1.8 Deputy Finance Director 1.0 Account Manager 1.0 Finance Manager 1.0 Accounts Payable/Payroll Specialist 1.0 Deputy Treasurer 1.0 Assistant Finance Director 1.0 Management Accountant 1.0 Finance Director 1.0 Payroll Management Accountant 1.0 Finance Intern 0.5 Accountant 1.0 Financial Analyst 1.0 Accounting Clerk 1.0 Office Assistant 1.5 Office Services Assistant 1.5 Payroll Manager/Senior Accountant 1.0 Purchasing Manager 1.0 TOTAL 9.5 TOTAL 10.8 "When I have money, I get rid of it quickly, lest it find a way into my heart." — John Wesley Page 42 of 83 What We Do "The real measure of your wealth is how much you'd be worth if you lost all your money." — Anonymous Page 43 of 83 What We Do – Collect The Money PROPERTY TAX COLLECTION UTILITY BILLING STATE AID/OTHER CITY REVENUE "A bank is a place that will lend you money if you can prove that you don't need it." — Bob Hope Page 44 of 83 Tax Collection Taxing Jurisdiction Total Tax Levy County $ 10,464,890 City $ 40,046,319 School Districts $ 50,972,880 Technical Colleges $ 2,289,930 Total $ 103,774,019 Primary revenue source for most municipalities. Tax bills are based on the property's assessed value and the municipality's adopted tax levy. Municipalities collect taxes on behalf of multiple taxing jurisdictions 8 Taxing Jurisdictions "Capital is that part of wealth which is devoted to obtaining further wealth." — Alfred Marshall Page 45 of 83 Utility Revenue Utility Budget WATER RESOURCE MGMT 1,984,500 SEWER 11,582,625 WATER 7,440,435 Total 21,007,560 "Economics is a subject that does not greatly respect one's wishes." Page 46 of 83 General Fund Revenue ACCOUNT DESCRIPTION ORIGINAL APPROP TAXES $ 38,361,785 INTERGOVERNMENTAL $ 6,019,078 LICENSES AND PERMITS $ 1,443,760 FINES & FORFEITURES $ 380,000 CHARGES FOR SERVICE $ 3,464,390 INTERDEPARTMENT $ 643,149 INVESTMENT INCOME $ 2,300,000 MISC REVENUES $ 245,158 TRANSFER $ 880,000 APPROPRIATION OF SURP $ 1,600,000 Grand Total $ 55,337,320 "When I was young I thought that money was the most important thing in life; now that I am old I know that it is.“ – Oscar Wilde Page 47 of 83 What We Do – Invest The Money Investment Management  Governed by Wisconsin Statutes and the City's Investment Policy  Passive investment strategy focused on safety, liquidity, and return  Funds invested primarily in the Wisconsin LGIP , CDs, and Federal Agencies  WISC member utilizing state-contracted investment services  All available cash is invested to maximize earnings while maintaining liquidity "The four most dangerous words in investing are: 'This time it's different.'" — Sir John Templeton Page 48 of 83 What We Do – Spend The Money VENDORS EMPLOYEES DEBT SERVICE "There is no wealth but life." — John Ruskin Page 49 of 83 Spend the Money - Vendors 19,949 Active Vendors 4,442 Checks Issued $31 million "Trade is the natural enemy of all violent passions." — Montesquieu Page 50 of 83 Spend the Money - Employees 9,245 Checks issued 623 W-2’s Issued $23.7 million gross salaries "Money is a terrible master but an excellent servant." — P.T. Barnum Page 51 of 83 How We Track It "A wise person should have money in their head, but not in their heart." — Jonathan Swift Page 52 of 83 How We Track It - Technology Tyler Munis •ERP System since 2004 •Cloud Based •Early WI adopter Banyon •Tax Collection Software •Implemented in 2025 Tyler Payments •Online Payment portal for Utility Bills and Permits BMO Bank "It is not the man who has too little, but the man who craves more, that is poor." — Seneca Page 53 of 83 How We Track It - Reporting Annual Financial Statements • Statements for City, Water , and Sewer • Audited by Baker Tilly • Clean Audit Monthly & Quarterly Reports • Budget to Actual • YoY Actual • Monthly Investment Summary • CIP Projects Federal and State Reports • PSC Report – Water Utility • Statements of Taxes • State Financial Report • Other Misc. Reports to State and Federal Governments "The safest way to double your money is to fold it over and put it in your pocket." — Kin Hubbard Page 54 of 83 Future Initiatives "The first rule of compounding: Never interrupt it unnecessarily." — Charlie Munger Page 55 of 83 Future initiatives Become fully integrated into City procedures, policies, and operational processes while leading the Finance Department through the budget cycle, tax settlement, and annual audit. Implement Tyler Content Manager (TCM) to improve document management, workflow automation, and records retention. Review and update Finance Department policies, including Purchasing and Vendor Check Disbursement. Standardize and document Finance procedures, including payroll schedules and Accounts Payable workflows. Modernize permitting-related financial processes by implementing credit card payments for permit fees. Collaborate with the Inspection Department to improve permit mailing procedures and overall workflow. "I saw a bank that said '24-Hour Banking,' but I didn't have that much time." Page 56 of 83 Thank you "The taxpayer — that's someone who works for the federal government but doesn't have to take the civil service examination." — Ronald Reagan Page 57 of 83 July 28, 2026 PRE-SALE REPORT FOR City of New Berlin, Wisconsin $10,130,000 General Obligation Promissory Notes, Series 2026A Prepared by: Ehlers N19W24400 Riverwood Drive, Suite 100 Waukesha, WI 53188 Advisors: Greg Johnson, Senior Municipal Advisor Harry Allen, Senior Municipal Advisor BUILDING COMMUNITIES. IT’S WHAT WE DO. Page 58 of 83 Presale Report City of New Berlin, Wisconsin July 28, 2026 Page 1 Proposed Issue: $10,130,000 General Obligation Promissory Notes, Series 2026A Purposes: The proposed issue includes financing for the following purposes: For public purposes including paying the cost of the City's 2026 capital improvement projects including building and grounds improvements, equipment, street improvements, and park improvements. Debt service will be paid from ad valorem property taxes . Authority: The Notes are being issued pursuant to Wisconsin Statute(s): • 67.12(12) The Notes will be general obligations of the City for which its full faith, credit and taxing powers are pledged. The Notes count against the City’s General Obligation Debt Capacity Limit of 5% of total City Equalized Valuation. At the end of 2026 , the City’s total General Obligation debt principal outstanding will be approximately $97,140,000, which is 22% of its projected limit. Estimated remaining General Obligation Borrowing Capacity will be approximately $ 339 million. Term/Call Feature: The Notes are being issued for a term of 10 years. Principal on the Notes will be due on June 1 in the years 2027 through 2036. Interest will be due every six months beginning June 1, 2027. The Notes will be subject to prepayment at the discretion of the City on June 1, 2034 or any date thereafter. Bank Qualification: Because the City is issuing, or expects to issue, more than $10,000,000 in tax -exempt obligations during the calendar year, the City will be not able to designate the Notes as “bank qualified” obligations. Rating: The City’s most recent bond issues were rated by Moody’s Investors Service. The current rating on those bonds is “Aaa”. The City will request a new rating for the Notes. EXECUTIVE SUMMARY OF PROPOSED DEBT Page 59 of 83 Presale Report City of New Berlin, Wisconsin July 28, 2026 Page 2 Basis for Recommendation: Based on your objectives, financial situation and need, risk tolerance, liquidity needs, experience with the issuance of Notes and long -term financial capacity, as well as the tax status considerations related to the Note s and the structure, timing and other similar matters related to the Notes, we are recommending the issuance of Notes as a suitable option . Method of Sale/Placement: We are recommending the Notes be issued as municipal securities and offered through a competitive underwriting process. You will solicit competitive bids, which we will compile on your behalf, for the purchase of the Notes from underwriters and banks. An allowance for discount bidding will be incorporated in the terms of the issue. The discount is treated as an interest item and provides the underwriter with all or a portion of their compensation in the transaction. If the Notes are purchased at a price greater than the minimum bid amount (maximum discount), the unused allowance may be used to reduce your borrowing amount. Premium Pricing: In some cases, investors in municipal bonds prefer “premium” pricing structures. A premium is achieved when the coupon for any maturity (the interest rate paid by the issuer) exceeds the yield to the investor, resulting in a price paid that is greater than the face value of the bonds. The sum of the amounts paid in excess of face value is considered “reoffering premium.” For this issue of Notes, any premium amount received that is in excess of the underwriting discount and any capitalized interest amounts must be placed in the debt service fund and used to pay a portion of the interest payments due on the Notes. The amount of premium allowed can be restricted in the bid specifications. Restrictions on premium may result in fewer bids, but may also eliminate large adjustments on the day of sale and unintended results with respect to debt service payment impacts. Eh lers will identify appropriate premium restrictions for the Notes intended to achieve the City’s objectives for this financing. Other Considerations: The Notes will be offered with the option of the successful bidder utilizing a term bond structure. By offering underwriters the option to “term up” some of the maturities at the time of the sale, it gives them more flexibility in finding a market for your Notes. This makes your issue more marketable, which can result in lower borrowing costs. In the event that the successful bidder utilizes a term bond structure, we recommend the City retain a paying agent to handle responsibility for processing mandatory redemp tion/call notices associated with term bonds. Review of Existing Debt: We have reviewed all outstanding indebtedness for the City and find that there are no refunding opportunities at this time Page 60 of 83 Presale Report City of New Berlin, Wisconsin July 28, 2026 Page 3 Continuing Disclosure: Because the City has more than $10,000,000 in outstanding debt subject to a continuing disclosure undertaking (including this issue) and this issue does not meet an available exemption from continuing disclosure, the City will be agreeing to provide certain updat ed Annual Financial Information and its Audited Financial Statement annually, as well as providing notices of the occurrence of certain reportable events to the Municipal Securities Rulemaking Board (the “MSRB”), as required by rules of the Securities and Exchange Commission (SEC). The City is already obligated to provide such reports for its existing bonds, and has contracted with Ehlers to prepare and file the reports. Arbitrage Monitoring: The City must ensure compliance with certain sections of the Internal Revenue Code and Treasury Regulations (“Arbitrage Rules”) throughout the life of the issue to maintain the tax - exempt status of the Notes. These Arbitrage Rules apply to amounts held in construction, escrow, reserve, debt service account(s), etc., along with related investment income on each fund/account. IRS audits will verify compliance with rebate, yield restriction and records retention requirements within the Arbitrage Rules. The City’s specific arbitrage responsibilities will be detailed in the Tax Exemption Certificate (the “Tax Compliance Document”) prepared by your Bond Attorney and provided at closing. The Notes may qualify for one or more exception(s) to the Arbitrage Rules by meeting 1) small issuer exception, 2) spend down requirements, 3) bona fide debt service fund limits, 4) reasonable reserve requirements, 5) expenditure within an available period limitations, 6) investments yield restrictions, 7) de minimis rules, or; 8) borrower limited requirements. An Ehlers arbitrage expert will contact the City within 30 days after the sale date to review the City’s specific responsibilities for the Notes. The City is currently receiving arbitrage services from Ehlers in relation to the Notes. Investment of Note Proceeds: Ehlers can assist the City in developing a strategy to invest your Note proceeds until the funds are needed to pay project costs . Other Service Providers: This debt issuance will require the engagement of other public finance service providers. This section identifies those other service providers, so Ehlers can coordinate their engagement on your behalf. Where you have previously used a particular firm to provide a service, we have assumed that you will continue that relationship. For services you have not previously required, we have identified a service provider. Fees charged by these service providers will be paid from proceeds of the obligation, unless y ou notify us that you wish to pay them from other sources. Our pre-sale bond sizing includes a good faith estimate of these fees, but the final fees may vary. If you have any questions pertaining to the identified service providers or Page 61 of 83 Presale Report City of New Berlin, Wisconsin July 28, 2026 Page 4 their role, or if you would like to use a different service provider for any of the listed services please contact us. Bond Counsel: Quarles & Brady LLP Paying Agent: Issuer Rating Agency: Moody's Investors Service, Inc. Page 62 of 83 Presale Report City of New Berlin, Wisconsin July 28, 2026 Page 5 Pre-Sale Review by City Council: July 28, 2026 Due Diligence Call to Review Official Statement: Week of August 10, 2026 Conference with Rating Agency: Week of August 10, 2026 Distribute Official Statement: August 18, 2026 City Council Meeting to Award Sale of the Notes: August 25, 2026 Estimated Closing Date: September 17, 2026 Attachments Table 1: Summary of Existing G.O. Debt Table 2: Project List Table 3: Estimated Sources and Uses of Funds Table 4: Estimated Proposed Debt Service Schedule Table 5: Tax Impact Analysis Tabe 6: G.O. Debt Borrowing Capacity Greg Johnson, Senior Municipal Advisor (262) 796-6168 Harry Allen, Senior Municipal Advisor (262) 796-6182 Dan Pagac, Public Finance Analyst (262) 796-6163 Beth Mueller, Senior Financial Analyst (651) 697-8553 PROPOSED DEBT ISSUANCE SCHEDULE EHLERS’ CONTACTS Page 63 of 83 Table 1 Existing G.O. Debt Base Case City of New Berlin, WI Annual Taxes Year Less: Less: Less: Tax Rate $300,000 Year Ending TID #3 TID #5 Debt Service Fund Per $1,000 of value Ending 2026 15,569,565 (535,940) (644,850) (821,466) 13,567,309 8,259,983,700 $1.64 $492.76 2026 2027 14,700,710 (551,090) (807,225) (181,843) 13,160,552 8,571,513,873 $1.54 $460.61 2027 2028 13,652,673 (624,063) (780,200) 12,248,411 8,894,793,591 $1.38 $413.11 2028 2029 13,156,858 (622,753) (753,400) 11,780,705 9,230,265,994 $1.28 $382.89 2029 2030 11,507,018 (623,535) (726,600) 10,156,883 9,578,390,938 $1.06 $318.12 2030 2031 10,930,213 (558,425) (699,800) 9,671,988 9,939,645,620 $0.97 $291.92 2031 2032 7,688,500 (540,600) (775,400) 6,372,500 10,314,525,236 $0.62 $185.35 2032 2033 6,474,828 (520,200) (731,700) 5,222,928 10,703,543,659 $0.49 $146.39 2033 2034 4,821,313 0 (770,000) 4,051,313 11,107,234,141 $0.36 $109.42 2034 2035 4,093,356 (742,000) 3,351,356 11,526,150,049 $0.29 $87.23 2035 2036 3,040,188 (714,000) 2,326,188 11,960,865,619 $0.19 $58.34 2036 2037 2,263,950 0 2,263,950 12,411,976,743 $0.18 $54.72 2037 2038 2,200,744 2,200,744 12,880,101,790 $0.17 $51.26 2038 2039 2,135,481 2,135,481 13,365,882,451 $0.16 $47.93 2039 2040 2,069,131 2,069,131 13,869,984,616 $0.15 $44.75 2040 2041 2,001,813 2,001,813 14,393,099,293 $0.14 $41.72 2041 2042 1,265,634 1,265,634 14,935,943,550 $0.08 $25.42 2042 2043 356,800 356,800 15,499,261,499 $0.02 $6.91 2043 2044 255,000 255,000 16,083,825,318 $0.02 $4.76 2044 2045 0 0 16,690,436,307 $0.00 $0.00 2045 Total 118,183,773 (4,576,605) (8,145,175) (1,003,309) 104,458,684 Total Notes: Legend: Represents +/- 25% Change over previous year Total G.O. Debt Payments Net Tax Levy Equalized Value (TID OUT) Existing Debt Page 64 of 83 Table 2 2026 Project List City of New Berlin, WI Projects Purpose/Dept. 2026 Totals HVAC UPGRADES & REPLACEMENT - FS#7 Building and Grounds 60,000 60,000 MOBILE VEHICLE BARRIERS Streets-Equipment 260,000 260,000 ROADWAY REHABILITATION Engineering-Streets 2,000,000 2,000,000 SUNNY SLOPE - Grange to College Engineering-Streets 3,700,000 3,700,000 SIDEWALK REPAIR & MAINTENANCE Engineering-Streets 50,000 50,000 PEDESTRIAN LIGHT POLE MAINTENANCE Engineering-Improvements 50,000 50,000 MAPLE RIDGE PARK - PLAYGROUND Community Development 600,000 600,000 MALONE PARK - INFRASTRUCTURE Community Development 185,000 185,000 HICKORY GROVE - INTERNAL IMPROVEMENTS transfer switch Community Development-Buildings 60,000 60,000 PUBLIC SAFETY BLDG - RELOCATE IMT Community Development-Buildings 83,000 83,000 EMERGENCY MANAGEMENT - RADIO REPLACEMENTS Community Development-Other 1,371,600 1,371,600 AMBULANCE Fire 451,000 451,000 TENDER TANK Fire 55,000 55,000 PUMPER-TENDER/ENGINE Fire 994,000 994,000 BALLFIELD REPAIRS Parks 117,000 117,000 CIP Costs 10,036,600 10,036,600 Page 65 of 83 Table 3 Sources and Uses City of New Berlin, WI 2026 G.O. Notes Levy Portion CIP Projects Project Costs 10,036,600 10,036,600 Subtotal Project Costs 10,036,600 10,036,600 CIP Projects 10,036,600 10,036,600 Estimated Issuance Expenses Municipal Advisor 57,500 57,500 Bond Counsel 35,000 35,000 Disclosure Counsel 24,500 24,500 Rating Fee 24,500 24,500 Underwriter's Discount 10.00 101,300 101,300 Paying Agent 900 900 Subtotal Issuance Expenses 243,700 243,700 TOTAL TO BE FINANCED 10,280,300 10,280,300 Estimated Interest Earnings 3.00% (150,549) (150,549) Assumed spend down (months) 6.00 Rounding 249 249 NET ISSUE SIZE 10,130,000 10,130,000 Page 66 of 83 Table 4 Allocation of Debt Service - 2026 G.O. Notes City of New Berlin, WI Year Year Ending Principal Est. Rate1 Interest Total Ending Principal (6/1) Interest Total 2026 0 2026 0 0 0 2027 1,020,000 2.95% 395,329 1,415,329 2027 1,020,000 395,329 1,415,329 2028 795,000 3.00% 298,388 1,093,388 2028 795,000 298,388 1,093,388 2029 820,000 3.10% 273,753 1,093,753 2029 820,000 273,753 1,093,753 2030 850,000 3.15% 247,655 1,097,655 2030 850,000 247,655 1,097,655 2031 875,000 3.25% 220,049 1,095,049 2031 875,000 220,049 1,095,049 2032 945,000 3.35% 190,001 1,135,001 2032 945,000 190,001 1,135,001 2033 970,000 3.45% 157,440 1,127,440 2033 970,000 157,440 1,127,440 2034 1,285,000 3.55% 117,899 1,402,899 2034 1,285,000 117,899 1,402,899 2035 1,285,000 3.65% 71,639 1,356,639 2035 1,285,000 71,639 1,356,639 2036 1,285,000 3.75% 24,094 1,309,094 2036 1,285,000 24,094 1,309,094 Total 10,130,000 1,996,245 12,126,245 Total 10,130,000 1,996,245 12,126,245 Notes: 1) Estimated Rate assumes current rates plus 50 basis points. Levy Portion Totals Page 67 of 83 Table 5 Financing Plan Tax Impact City of New Berlin, WI 2026 G.O. Notes 2027 G.O. Notes 2028 G.O. Notes 2029 G.O. Notes 2030 G.O. Notes Net Debt 10,130,000 26,025,000 25,955,000 24,040,000 13,720,000 Total Levy Change Total Tax Annual Taxes Annual Taxes Year Service Dated: 9/17/2026 Dated: 9/1/2027 Dated: 9/1/2028 Dated: 9/1/2029 Dated: 9/1/2030 Net Debt from Prior Rate for $300,000 new CIP debt Year Ending Levy Total P&I Total P&I Total P&I Total P&I Total P&I Service Levy Year Debt Service of value $300,000 of value Ending 2.95%-3.75% 4.00% 4.25% 4.50% 4.50% 2026 13,567,309 8,259,983,700 0 0 0 0 0 13,567,309 $1.64 $493 2026 2027 13,160,552 8,571,513,873 1,415,329 0 0 0 0 14,575,881 1,008,573 $1.70 $510 $50 2027 2028 12,248,411 8,894,793,591 1,093,388 2,237,150 0 0 0 15,578,948 1,003,067 $1.75 $525 $112 2028 2029 11,780,705 9,230,265,994 1,093,753 2,325,800 1,378,859 0 0 16,579,117 1,000,169 $1.80 $539 $156 2029 2030 10,156,883 9,578,390,938 1,097,655 3,080,300 1,895,875 1,352,250 0 17,582,963 1,003,846 $1.84 $551 $233 2030 2031 9,671,988 9,939,645,620 1,095,049 3,076,600 2,292,100 1,678,075 771,750 18,585,561 1,002,599 $1.87 $561 $269 2031 2032 6,372,500 10,314,525,236 1,135,001 3,064,600 2,860,481 2,906,713 1,594,900 17,934,195 (651,366) $1.74 $522 $336 2032 2033 5,222,928 10,703,543,659 1,127,440 3,073,900 2,858,669 3,056,038 1,647,650 16,986,624 (947,571) $1.59 $476 $330 2033 2034 4,051,313 11,107,234,141 1,402,899 3,069,200 2,858,350 3,067,488 1,744,775 16,194,024 (792,601) $1.46 $437 $328 2034 2035 3,351,356 11,526,150,049 1,356,639 3,080,300 2,859,313 3,064,213 1,737,400 15,449,220 (744,804) $1.34 $402 $315 2035 2036 2,326,188 11,960,865,619 1,309,094 3,081,900 2,851,556 3,056,438 1,727,775 14,352,950 (1,096,270) $1.20 $360 $302 2036 2037 2,263,950 12,411,976,743 0 3,044,800 2,849,975 3,053,938 1,725,675 12,938,338 (1,414,613) $1.04 $313 $258 2037 2038 2,200,744 12,880,101,790 0 451,800 2,844,356 3,056,263 1,720,875 10,274,038 (2,664,300) $0.80 $239 $188 2038 2039 2,135,481 13,365,882,451 0 449,200 1,082,738 3,009,200 1,732,925 8,409,544 (1,864,494) $0.63 $189 $141 2039 2040 2,069,131 13,869,984,616 0 451,100 1,081,500 549,225 1,726,713 5,877,669 (2,531,875) $0.42 $127 $82 2040 2041 2,001,813 14,393,099,293 0 452,400 1,078,988 547,688 222,000 4,302,888 (1,574,781) $0.30 $90 $48 2041 2042 1,265,634 14,935,943,550 0 448,200 1,075,200 545,475 215,250 3,549,759 (753,128) $0.24 $71 $46 2042 2043 356,800 15,499,261,499 0 448,500 1,079,925 547,475 208,500 2,641,200 (908,559) $0.17 $51 $44 2043 2044 255,000 16,083,825,318 0 448,200 1,082,950 543,688 201,750 2,531,588 (109,613) $0.16 $47 $42 2044 2045 0 16,690,436,307 0 447,300 1,084,275 544,113 195,000 2,270,688 (260,900) $0.14 $41 $41 2045 2046 0 17,319,925,988 0 445,800 1,093,688 543,638 188,250 2,271,375 688 $0.13 $39 $39 2046 2047 0 17,973,157,246 0 443,700 1,091,188 542,263 181,500 2,258,650 (12,725) $0.13 $38 $38 2047 2048 0 18,651,025,506 0 0 1,189,756 544,875 174,750 1,909,381 (349,269) $0.10 $31 $31 2048 2049 0 19,354,459,969 0 0 0 531,700 168,000 699,700 (1,209,681) $0.04 $11 $11 2049 2050 0 20,084,424,880 0 0 0 0 332,313 332,313 (367,388) $0.02 $5 $5 2050 2051 0 20,841,920,848 0 0 0 0 0 0 (332,313) $0.00 $0 $0 2051 Total 104,458,684 12,126,245 33,620,750 36,489,741 32,740,750 18,217,750 237,653,920 3,444 Total Notes: Proposed DebtExisting Debt Equalized Value (TID OUT) Debt Service Levy Taxes Page 68 of 83 Table 6 General Obligation Debt Capacity Analysis - Impact of Financing Plan City of New Berlin, WI Projected Existing Combined Principal Year Equalized Principal Existing Year Ending Value (TID IN) Debt Limit Outstanding % of Limit & Proposed Ending 2025 8,404,437,700 420,221,885 99,145,000 23.59% $99,145,000 23.59% $321,076,885 2025 2026 8,735,256,032 436,762,802 87,010,000 19.92% $97,140,000 22.24% $339,622,802 2026 2027 9,079,096,147 453,954,807 75,200,000 16.57% $110,335,000 24.31% $343,619,807 2027 2028 9,436,470,613 471,823,531 64,015,000 13.57% $123,355,000 26.14% $348,468,531 2028 2029 9,807,912,175 490,395,609 52,940,000 10.80% $134,150,000 27.36% $356,245,609 2029 2030 10,193,974,546 509,698,727 43,175,000 8.47% $134,270,000 26.34% $375,428,727 2030 % of Limit Residual Capacity Proposed DebtExisting Debt Page 69 of 83 QB\103676631.1 Resolution No. 2026-13 RESOLUTION PROVIDING FOR THE SALE OF APPROXIMATELY $10,130,000 GENERAL OBLIGATION PROMISSORY NOTES, SERIES 2026A WHEREAS the City of New Berlin, Waukesha County, Wisconsin (the "City") is presently in need of approximately $10,130,000 for public purposes, including paying the cost of the City's 2026 capital improvement projects, including street, building and grounds, and park improvements and vehicles and equipment for various municipal departments (collectively, the "Project"); and WHEREAS it is desirable to borrow said funds through the issuance of general obligation promissory notes pursuant to Chapter 67, Wisconsin Statutes. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City that: Section 1. Issuance of the Notes. The City shall issue its General Obligation Promissory Notes, Series 2026A in the approximate amount of $10,130,000 (the "Notes") for the purposes above specified. Section 2. Sale of the Notes. The Common Council hereby authorizes and directs that the Notes be offered for public sale. At a subsequent meeting, the Common Council shall consider such bids for the Notes as may have been received and take action thereon. Section 3. Notice of Sale. The City Clerk (in consultation with Ehlers & Associates, Inc. ("Ehlers")) be and hereby is directed to cause notice of the sale of the Notes to be disseminated in such manner and at such times as the City Clerk may determine and to cause copies of a complete Notice of Sale and other pertinent data to be forwarded to interested bidders as the City Clerk may determine. Section 4. Official Statement. The City Clerk (in consultation with Ehlers) shall cause an Official Statement to be prepared and distributed. The appropriate City officials shall determine when the Official Statement is final for purposes of Securities and Exchange Commission Rule 15c2-12 and shall certify said Official Statement, such certification to constitute full authorization of such Official Statement under this resolution. Page 70 of 83 QB\103676631.1 - 2 - Section 5. Reimbursement. The Common Council hereby officially declares its intent pursuant to Treasury Regulation Section 1.150-2 to reimburse any expenditures made in connection with the Project prior to the issuance of the Notes with the proceeds of the Notes in an amount not to exceed $10,130,000. Adopted, approved and recorded July 28, 2026. _____________________________ David A. Ament Mayor ATTEST: ____________________________ Rubina R. Medina City Clerk (SEAL) Page 71 of 83 REQUESTED ACTION STATEMENT TO: Common Council FROM: Alderman John Hopkins, District 1 RE: Requested Action Statement approving the transfer of remaining Capital Improvement Project (CIP) funds from the Lions Park Design Project to establish funding for the Gatewood Park Master Plan Project. DATE: June 30, 2026 REQUESTED ACTION: Requested Action Statement for the approval of Resolution 2026-12 amending the 2026 Capital Improvement Projects Budget by transferring the remaining available balance from the Lions Park CIP budget to establish the Gatewood Park Master Plan Project and authorize the associated budget transfer. FISCAL IMAPCT: This budget amendment reallocates existing Capital Improvement Budget (CIP) funding and does not increase the overall adopted 2026 Capital Improvement Budget. Funding will be provided through the transfer of the remaining available balance from the Lions Park Design Project, which is $48,491. SOURCE OF FUNDS: Transfer From: Lions Park Pickleball Court Design Account No. 04252900 61136 C2025 Transfer To: Gatewood Park Master Plan Account No. 04253000 61125 C2026 RATIONALE / BACKGROUND: The Lions Park Design Project is not anticipated to proceed at this time. As a result, the remaining appropriation for that project is available for reallocation. Is it recommended that the Page 72 of 83 remaining available balance be transferred to establish and provide the initial funding for the Gatewood Park Master Plan Project. The master plan will evaluate future park improvements, identify priorities, address accessibility and playground deficiencies, and phased implementation. See attached 2026 CIP Request Narrative for the Gatewood Park Master Plan CIP project. Page 73 of 83 STATE OF WISCONSIN CITY OF NEW BERLIN WAUKESHA COUNTY RESOLUTION 2026-12 A RESOLUTION AMENDING THE 2026 CAPITAL PROJECTS BUDGET WHEREAS, the Lions Park Design Project is not anticipated to proceed at this time; and WHEREAS, the remaining appropriation for the Lions Park Design Project is available for reallocation; and WHEREAS, the Common Council desires to establish the Gatewood Park Master Plan Project to evaluate future park improvements, identify priorities, address accessibility and playground deficiencies, and provide a design and framework for future park improvements; and WHEREAS, Alderman John Hopkins, District 1 recommends transferring the remaining available balance from the Lions Park Design Project to establish the Gatewood Park Master Plan Project without increasing the overall 2026 Capital Improvements Budget. NOW, THEREFORE, BE IT RESOLVED, by the Common Council of the City of New Berlin that the 2026 Capital Projects Budget be amended as follows: TRANSFER FROM Lions Park Pickleball Court Design 04252900 61136 C2025 $48,491 TRANSFER TO Gatewood Park Master Plan 04253000 61125 C2026 $48,491 BE IT FURTHER RESOLVED that the City Clerk is hereby directed to publish this resolution in the Waukesha County NOW within 10 days of adoption by the Common Council. RESOLUTION ADOPTED by the New Berlin Common Council on this 28th day of July 2026. ______________________________ David Ament, Mayor Countersigned: ________________________________ Rubina Medina, City Clerk Page 74 of 83 CAPITAL IMPROVEMENT PROJECT REQUEST (A) Type of Project: X New ___ Expanded ___ Replacement/Maintenance (B) Project #: 2 Dept Priority #: 2 Date Submitted: 10/13/2025 Fund #: ______ Organization #: 530 (C) Submitted By: Community Development (Department) Prepared By: Kristen Hogan, Principal Planner (D) Previous Action: X New ___ Revise ___ Resubmittal (E) Project Title: Gatewood Park Master Plan ATTACH PROJECT SUMMARY AND DOCUMENTATION (F) Estimated Capital Costs: ITEM 2026 2027 2028 2029 2030 Land Acquisition Equipment Construction $60,000 Other (Design & Legal) Total Capital Costs $60,000 (G) Estimated Maintenance & Operating Costs: Salaries/Benefits Operating Costs Total Operating Costs (H) Source of Financing General Fund/Bond $60,000 Special Assessment (Impact Fees, Park & Open Space Fees) Grants/Other (I) Are new personnel involved in this request? Yes X No (J) Disposition of Previous Facility: (K) Mayor’s Comments: Page 75 of 83 Page 76 of 83 CITY OF NEW BERLIN CAPITAL PROJECT SUMMARY Project Title: Gatewood Park Master Plan Department: DCD/Planning (A) Project Scope and Description: This project consists of developing a master park plan within Gatewood Park. Design work would be completed in year 1 of the program, followed by construction in year 2 of the program. (B) Location: Gatewood Park - 14201 W. Kostner Lane (C) Analysis of Need: By providing equitable access to playgrounds where kids can learn, play and grow, playgrounds foster the development of children of all ages and abilities by: • Physical: Providing a space for physical activity helps to build strength and coordination. • Social and emotional: Serves as a setting for learning cooperation, conflict resolution, and empathy. • Cognitive: Playgrounds encourage creativity, problem-solving, and self-confidence. • Community: Contributes to community building by providing a shared space for families to gather and connect. The City’s insurance carrier, CVMIC, has inspected the equipment on a regular basis and identified several safety violations that warrant attention. The following is a summary of the outstanding safety issues with the playground that are outlined in the 2022 CIVMC Playground Inspection Report: • Maintenance. Inspections alone do not constitute a comprehensive maintenance program. Any problems found during the inspection should be noted and fixed as soon as possible. All repairs and replacements of equipment parts should be completed following the manufacturer's instructions. CPSC 4.2. Monitor plastic climbing components on this playground that have been damaged by UV radiation. • Entrapment. Head and Neck Entrapment - Public playground equipment shall be designed and constructed or assembled so that any accessible opening shall meet the following performance requirements to reduce the risk of accidental head or neck entrapment by either a head-first or feet-first entry into the opening. ASTM-F1487 6.1. This piece of equipment presents a head entrapment hazard. Both head entrapments on the bridge should be fixed. The following is a summary of the outstanding issues with the playground and trails that are outlined in the 2018 ADA study completed by MSA: • No accessible parking identified. *No off-street parking provided (not a deficiency in itself). Identify and mark on‐street parking. • No accessible route from on‐street parking to soccer field. Add accessible route. (~150 LF) • Access route from on‐street parking to main park areas: Narrows to less than 60” (gravel overgrown by grass/weeds). Replace or top dress gravel. Page 77 of 83 • Access route from on‐street parking to main park areas: Soft and saturated in spots. Replace or top dress gravel. • Access route from on‐street parking to main park areas: Transition from street is 6%, greater than 1:20/5% max. Regrade and replace pavement and install warning field. • Accessible route does not extend to playground, shelter, basketball court, or athletic fields. Install accessible route to all elements: material can be compacted gravel, asphalt or concrete. (~350 LF) • Pavement under shelters has settled and gaps (1.5”) and lips (1”) exist greater than allowable maximum (½” gaps and 1/4” lips). Replace pavement or raise pavement and fill gaps will appropriate sealant. • Turn around space for swing is 48”, 60” is required minimum. Extend turning area to 60”. • Bench seat height is above standard. Footings are exposed. Raise surfacing or lower bench. • Engineered wood fiber surfacing is soft in spots. Accessible to most areas but needs maintenance/replacement. Replace surfacing. • No grills are on an accessible route. Grills are bent/off plumb. Extend route to minimum of one grill. (~100 LF) • No picnic tables are on an accessible route. Add route to at least 25% of tables in park. (~100 LF) • No tables are wheelchair accessible. Replace or add at least 1 table with wheel chair accessible type. • Basketball court surface is worn and holds water in spots. • Engineered wood fiber surface is soft and uneven. Replace surface and maintain to ASTM F1951‐99. (~2,600 SF). • Spring riders are aging. Consider replacement. • Route from parking area to site features is not accessible. Width is less than 60”. Widen pavement and top dress. • Route from parking area to site features is not accessible. Surface is worn and grass/weed covered in spots. Replace/add gravel. • No accessible route exists to connect basketball court, athletic field, or shelter. Add accessible route. (~350 LF) Project selection is coordinated with other proposed park redevelopment plans and is ranked based upon the number of outstanding issues in that park. (D) Alternatives: The expected lifespan for outdoor playground equipment and surfacing is 15-20 years. Once a playground has exceeded its useful life, it becomes cost prohibitive to perform maintenance, procure parts and make repairs, resulting in the playground no longer meeting the expectations of the residents who use the park. Currently, 40% of the City’s playgrounds have exceeded their useful life and require a full replacement. To establish a 15-to-20-year replacement schedule, it is recommended that one playground should be replaced annually. Page 78 of 83 (E) Ongoing Operating Costs: Once the playground is replaced, routine park maintenance will be needed over the next 5-10 years. No major operating implications are anticipated. Page 79 of 83 DATE: July 27, 2026 TO: Common Council FROM: Mayor Ament Katie Roth, Recreation Manager Eric Snodgrass, Assistant Recreation Manager Melissa Beck, Human Resource Director REQUESTED: Recommendation to create a new part-time position Recreation Event Support to allow the Recreation Department to fulfill contractual obligations as outlined in the New Berlin Recreation Court Rental Rates, Policies, and Procedures. FISCAL IMPACT: Funding for the proposed position is accounted for in the fees that will be paid by the organization renting the court or space. RATIONALE: As part of the strategic plan, the recreation department has increased usage of the recreation facilities for facility rentals, athletic tournaments, and special events. These events mainly occur outside of normal operating hours, thus making it difficult for the full-time staff to meet the needs of the events. To support the needs of the events, the Recreation Department has created policies and procedures which incorporate fees to accommodate necessary staffing to support these events. The addition of the Recreation Event Support staffing position will allow the Recreation Department to more efficiently manage facility rentals and tournaments during evenings, weekends, and other non-standard hours while maintaining appropriate oversight of City facilities. This position is a seasonal part-time position which will be managed similarly to other seasonal part-time recreation positions. The department will look to hire a pool of staff who are willing and able to commit to working throughout the year based on facility demands for special events. This provides scheduling flexibility, ensures adequate coverage for events and tournaments, and supports the continued growth of the use of the facility. Attached: Recreation Support Staff Job description Court Rental Rates, Policies, and Procedures Page 80 of 83 CITY OF NEW BERLIN JOB DESCRIPTION Updated 7-27-26 POSTION: Recreation Event Support LOCATION/DEPARTMENT: Recreation SUPERVISOR: Recreation Assistant Manager EMPLOYMENT STATUS: Non- Exempt/PT/ Seasonal SALARY RANGE: $15.00 per hour DIRECT REPORTS: None POSITION SUMMARY Under the direction of the Assistant Recreation Manager, the Recreation Event Support staff will provide required support during special events. This position will oversee assigned special events to ensure City facilities remain properly supervised, safe and well-maintained during the event. Employees may be assigned to work at any Recreation Department facility, park, or program location, based on special event needs. ESSENTIAL DUTIES • Provide general department information to participants, parents, and community members. • Greet visitors, respond to questions, and direct inquiries to the appropriate staff member. • Check in participants and visitors, verify attendance for permitted events, and direct individuals to the appropriate program or activity location. • Assist with registrations, memberships, permits, facility rentals, and payments using the City's ActiveNet registration software and other computer systems as needed for assigned special events. • Process payments, balance cash drawers, and follow established cash handling procedures as needed for assigned special events. • Monitor activity throughout Department facilities and enforce facility rules and participant expectations to promote a safe, welcoming, and inclusive environment. • Conduct routine facility inspections during events to identify safety hazards, cleanliness concerns, or maintenance issues and report them appropriately. • Open, close, and secure Recreation Department facilities, for assigned events. • Assist with program and event set-up and tear-down, including arranging tables, chairs, sports equipment (Pickleball, Volleyball, Basketball, etc.), and other program materials. • Assist in maintaining clean and safe facilities by addressing spills, bodily fluids, and other hazards, or notifying appropriate facility staff as needed. • Assist with snow removal and salting of program walkways and entrances, when assigned. • Communicate program information or needs to the participants, parents, and/or community members. • Administer and/or assist with basic First Aid and completion and submission of accident and incident report forms. • Serve as a point of contact during emergencies, including medical incidents, severe weather, fire, security concerns, and facility evacuations. • Communicate incidents, injuries, operational concerns, and participant issues to the Recreation Assistant Manager or appropriate department supervisor. Page 81 of 83 • Exercise sound judgment, facilitate conflict resolution, and independently resolve routine issues within the scope of the position. • Attend and participate in required department training, in-services, and staff meetings. • Maintain a professional appearance, positive attitude, and courteous demeanor while representing the Recreation Department. • Perform other duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES • Ability to communicate effectively and professionally with participants, staff, and the public. • Ability to work evenings, weekends and special events as assigned. • Ability to learn to operate point-of-sale systems, registration software, telephones, computers, and other office equipment. • Basic computer proficiency. MINIMUM QUALIFICATIONS • High school diploma or equivalent preferred. • Previous experience in event management, customer service, recreation, office support, or a related field is preferred. • Current First Aid, CPR, and AED certifications preferred or ability to obtain within 6 months of hire. PHYSICAL REQUIREMENTS • Frequently required to stand and walk for extended periods. • Frequently bend, stoop, kneel, reach, and climb stairs. • Occasionally lift, carry, push, and pull up to 50 pounds. • Frequently use hands and fingers to operate computers, telephones, point-of-sale systems, and other office equipment. ENVIRONMENTAL REQUIREMENTS • Work is performed in recreation facilities, parks, and outdoor event locations and may include exposure to varying weather conditions, moderate noise levels and other conditions associated with recreation programs and special events. SENSORY REQUIREMENTS • The task requires close visual acuity to perform various activities. • The task requires oral communications ability. • The task requires sound perception. This description has been prepared to assist in evaluating various classes of responsibilities, skills, and working conditions. It indicates the kinds of tasks and levels of work difficulty required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of any supervisor to assign, direct, and control the work of employees under supervision. Nothing contained herein is intended or shall be construed to create or constitute a contract of employment between any employee and group of employees and the City. The City retains and reserves any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgement, to be proper. NON-DISCRIMINATION AND EQUAL EMPLOYMENT OPPORTUNITY The City of New Berlin does not discriminate on the basis of the protected classes of age, race, color, creed, religion, disability, handicap, marital or parental status, sex, sexual orientation, gender identity national original, Page 82 of 83 ancestry, citizenship, political affiliation, arrest or conviction record not substantially related to a person’s job, pregnancy, membership in the military, or use or nonuse of lawful products off City property during non-work hours or any other reason prohibited by state or federal laws. Page 83 of 83