VB 6-8-26 Agenda Packet
Village of Hartland · Waukesha County · meeting of Jun 8, 2026 · Agenda packets
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Village of Hartland
210 Cottonwood Avenue
Hartland WI 53029
PH: 262-367-2714
FAX: 262-367-2430
www.villageofhartland.wi.gov
VILLAGE BOARD AGENDA
MONDAY, JUNE 8, 2026 ∙ 6:30 PM
BOARD ROOM, MUNICIPAL BUILDING, 210 COTTONWOOD
Call to Order
Roll Call
Pledge of Allegiance – Trustee Pfeiffer
Public Comments: Please be advised the Village Board will receive comments from the public related to any
item(s) for a three-minute time period per person, with time extensions per the Village President’s discretion.
This meeting will be recorded and will be available online through the Village’s website.
1. Consideration of approval of Minutes for May 26, 2026
2. Items related to vouchers
a. Consideration of vouchers for payment in the amount of $2,079,992.29
3. 2025 financial audit presentation by Michelle Walter, Baker Tilly
4. Review and consideration of items related to Licenses and Permits
a. Consideration of Restricted Species Permit Application, Lori Baumann, 317 Woodlands Ct.
b. Consideration of Special Event Application for Hartland Children’s Business Fair, Nixon
Park, August 13
c. Consideration of Special Event Application by Hartland Chamber of Commerce, Business
Trick or Treat, October 22
d. Consideration of the annual renewal of Licenses and Permits for period July 1, 2026 to
June 30, 2027
• Establishments invited to appear: Piggly Wiggly, American Legion Post 294, Zesti,
Tabi’s, The Inn, Gristmill, Beer Snobs
i. Class “B” Beer/”Class B” Liquor
ii. Reserve Class “B” Beer/“Class B” Liquor
iii. Class “A” Beer/“Class A” Liquor
iv. Class “B” Beer
v. “Class C” Wine
e. Consideration of the annual renewal of Licenses expiring June 30, 2026
i. Amusement Device Licenses
ii. Cabaret Licenses
iii. Cigarette Licenses
iv. Weights and Measures Licenses
f. Consideration of bartender license applications (Renewals)
i. Jamie M. Holmberg, Piggly Wiggly
ii. Jeanine Whelan, Tabi’s Lake Country
iii. Stacey L. McAnany, Gristmill
iv. Lynne A. McElfresh, Tabi’s Lake Country
g. Consideration of bartender license applications (New applicants)
i. Cadence D. Stuart, Zesti’s
ii. Justin R. Jones, The Inn
iii. Emily R. Brzycki, Duke’s Bar & Grill
iv. Eavie I. Duncan, The Inn
v. Mark J. Pape, Legion Post 294 and HAAA
vi. Jared N. Slawinski, The Inn
vii. Vincent E. Hunt, Duke’s Bar & Grill (no invite to appear)
Other Items for Consideration
5. Conceptual review of owner-occupied office building, 345 Cottonwood Drive
6. Discussion and consideration to allow a new Ice Age Trail route through the Cottonwood Wayside
property
7. Consideration of Ehler’s Written Municipal Client Disclosure with the Village of Hartland for
Developer proforma review – Luther Group
8. Consideration of Ehler’s Written Municipal Client Disclosure with the Village of Hartland for 2026
Tax Incremental Finance District No. 8
9. Appointment of Tim Hallquist as a citizen member to the Plan Commission/Architectural Board for a
3 year term by President Pfannerstill
10. Discussion and consideration of draft ordinance regarding E-Bike regulations
11. Announcements: The following individuals will be given an opportunity to make announcements at
the meeting regarding (1) activities taken since the previous meeting on behalf of the community,
(2) future municipal activities, and (3) communications received from citizens. It is not
contemplated that these matters will be discussed or acted upon. The following individuals may
provide announcements: Village President or individual Village Board members or Village Manager
or other Village Staff members.
12. Adjournment
Ryan Bailey, Village Manager
Notice: Please note that upon reasonable notice, efforts will be made to accommodate the needs of disabled individuals
through appropriate aids and services. For additional information or to request this service, contact Sandee Policello,
Village Clerk, at 262-367-2714. The Municipal Building is handicap accessible. To participate via Zoom:
https://us02web.zoom.us/j/86800092996?pwd=IoZpLS27aCplR4DjMs5q7YJbfiSyrT.1 or dial 1 (305)224-1968.
The meeting ID is: 868 0009 2996 Passcode: 099169
1
VILLAGE OF HARTLAND
VILLAGE BOARD MINUTES
TUESDAY, MAY 26, 2026 * 6:30 PM
BOARD ROOM, MUNICIPAL BUILDING, 210 COTTONWOOD AVE.
President Pfannerstill called the meeting to order.
Present: Village President Pfannerstill; Trustee Adam Pfeiffer; Trustee Ann
Wallschlager; Trustee Tim Hallquist, Trustee Tom Truttschel, and Trustee Connor
(via zoom).
Excused: Shaunta de Boer
Pledge of Allegiance
The Pledge of Allegiance was led by Trustee Truttschel.
Public Comments
Two residents of East Park Avenue addressed the Board regarding concerns related
to the upcoming Dairyland bike race and the general impact of events at Nixon Park
on neighboring residents.
1. Camille Pierce, 192 East Park Avenue, raised concerns about the Village's
compliance with its own special event permit ordinance. She stated that the
ordinance requires event applicants to deliver notice to residents within a 500-foot
radius at least two weeks prior to the board meeting at which the application is
heard, and that she has never received such notice in 19 years of living adjacent
to the park, despite her home falling within that radius. She also noted that the
ordinance requires approval from 75 percent of residents on a street before it may
be closed and expressed concern that this provision had not been observed. She
indicated that events at Nixon Park had become excessive and that she intended
to attend future meetings to ensure her concerns were heard.
2. Carolyn Hornmotts, 176 East Park Avenue, echoed these concerns and added
that the park closure beginning the Monday prior to the bike race would leave
nearby residents with no accessible route into or out of their driveways. She noted
that the event organizer had not yet followed up with affected residents regarding
alternate parking arrangements, despite contact information being provided at a
prior meeting. She requested that the Village ensure residents have a designated
place to park during the road closure. She also raised separate concerns about
fluoride levels in the Village water supply, the enforcement of the leash ordinance
at Nixon Park, and dogs being run off-leash in an area that is not designated as a
dog park.
Village President Pfannerstill acknowledged both residents' concerns and committed
to following up with Village staff and the Business Improvement District, which
organizes the event. Village Manager Ryan Bailey was noted to have already
initiated email inquiries regarding alternate parking. The President clarified that
overnight parking is permitted in municipal lots and indicated that residents would be
directed to those options.
1. Consideration of approval of Minutes for April 27, 2026
Trustee Hallquist pointed out an error in the minutes regarding the identification of
the trustee and citizen selections for the Board of Review, which had been
transposed. The correction was noted, and it will be corrected.
2
Motion to approve the minutes of the May 11, 2026, Village Board meeting, with
corrections, was made by Trustee Truttschel and seconded by Trustee Pfeiffer. All
were in favor, motion carried.
2. Items related to vouchers
a. Consideration of vouchers for payment in the amount of $200,027.32.
Trustee Wallschlager inquired about a public works expenditure of $8,000 for a
crosswalk beacon installation at Linwood and Maple. It was clarified that this
expense relates to newly approved pedestrian beacons at that intersection. Although
Linwood is a county road, the county declined to install or fund the beacons despite
repeated requests from residents, and the Village proceeded independently following
a petition from the affected subdivision. It was further noted that a permit was
required to complete the installation, and that a roundabout is planned approximately
100 feet from the location.
Motion to approve vouchers for payment in the amount of $200,027.32 was made by
Trustee Wallschlager and seconded by Trustee Hallquist. All were in favor, motion
carried.
Other Items for Consideration
3. Discussion and consideration to modify ambulance charges -
Fire Chief Jambretz presented the annual review of ambulance billing rates,
conducted in coordination with the Village's billing provider, EMS/MC. EMS/MC
recommended adjusting rates to more closely align with those of other agencies
within the county. The proposed changes affect the following rates: mileage will
increase from $24.00 per mile to $32.66 per mile; the ALS Emergency rate will
increase from $1,600.00 to $1,873.41; and the ALS-2 Emergent rate will increase
from $1,900.00 to $2,711.52. The BLS Non-Emergency and BLS Emergent rates will
remain unchanged. Rates that were already above the county range were not
reduced at this time.
The Board discussed the practical effect of insurance and Medicare reimbursements
on these rates, noting that a significant portion of calls involve Medicare patients and
that actual collections are governed by insurance schedules rather than posted
rates.
Motion to approve the modified ambulance charges was made by Trustee Hallquist
and seconded by Trustee Wallschlager. All were in favor, motion carried.
4. Presentation of the 2025 Consumer Confidence Report
Public Works Director Tom Jenson presented the 2025 Consumer Confidence
Report, a comprehensive summary of all water system sampling conducted
throughout the Village's distribution system during calendar year 2025. The report
covers well descriptions, depths, annual pump volumes, water additives, backflow
prevention, and cross-connection education. All tested parameters were within
compliance and no DNR violations were recorded during the year. The report is
available at Village Hall and on the Village website. Contact information for questions
is included in the report, with Public Works staff available for inquiries.
3
The Board noted that the Village's water hardness is 23 grains, which is extremely
hard and typical of the region due to the shallow aquifer depth, with the deepest
municipal well at 132 feet.
Discussion turned to PFAS contamination. The Village's current average reading is
4.1 parts per trillion, just above the EPA and state-adopted standard of 4 parts per
trillion. However, recent voluntary investigatory samples have returned readings as
low as 3 parts per trillion, and the Village has until 2030 to take corrective action if
required. Staff noted that the EPA may revisit the 4-part-per-trillion threshold. A
treatment system for Well 6 has been estimated at approximately $7,000,000. The
Village has already received approximately $800,000 from a PFAS-related legal
settlement. Staff emphasized that the Village is not currently at an action level
requiring well shutdown or resident notification, and that it is actively monitoring the
situation and consulting with peer municipalities. The Board acknowledged that the
PFAS presence is not a result of local activity but rather a broader regional aquifer
issue.
5. Consideration of Second Reading, with possible waiving of the Third Reading, of
Bill for an Ordinance No. 05/11/2026 "An Ordinance Amending Article II-Park and
Recreation Board and Repealing Sections 70-26 through 70-31 and Amending
Article II and Section 70-26 of the Village of Hartland Municipal Code with Respect to
the Park and Recreation Board" -
Village President Pfannerstill explained that this ordinance would dissolve the
existing Park and Recreation Board. He noted that a corresponding change to the
Plan Commission composition (Item 6) was necessary as a direct consequence
since the Park Board chairman had traditionally served on the Plan Commission. He
further indicated his intent to appoint Trustee Hallquist as a citizen member of the
Plan Commission to fill the resulting vacancy, though that appointment would be
formally acted upon at the June 8 meeting.
Motion to suspend the rules and waive the third reading was made by Village
President Pfeiffer and seconded by Trustee Wallschlager. The motion carried
unanimously.
Motion to adopt Ordinance No. 05/11/2026, "An Ordinance Amending Article II-Park
and Recreation Board and Repealing Sections 70-26 through 70-31 and Amending
Article II and Section 70-26 of the Village of Hartland Municipal Code with Respect to
the Park and Recreation Board," was made by President Pfannerstill and seconded
by Trustee Truttschel. The motion carried, with Trustees Conner and Hallquist voting
nay.
6. Consideration of Second Reading, with possible waiving of the Third Reading, of
Bill for an Ordinance No. 05/11/2026-A "An Ordinance to Amend Sec. 46-146 of
the Village of Hartland Municipal Code Pertaining to the Membership Composition
of the Village Plan Commission"
This ordinance amends the membership composition of the Village Plan Commission
to replace the former Park Board chairman's seat with a citizen appointment having
an emphasis on parks and recreation. The rules were again suspended to waive the
third reading.
Motion to suspend the rules was made by Trustee Pfeiffer and seconded by Trustee
Wallschlager. The motion carried.
4
Motion to approve Bill for Ordinance No. 05/11/2026-A, "An Ordinance to Amend
Sec. 46-146 of the Village of Hartland Municipal Code Pertaining to the Membership
Composition of the Village Plan Commission," was made by Trustee Pfeiffer and
seconded by Trustee Pfeiffer. The motion carried unanimously.
Village President Pfeiffer stated for the record his intent to appoint Trustee Tim
Hallquist to the Plan Commission as a three-year citizen appointment, with formal
board action to be taken at the June 8, 2026 Village Board meeting.
7. Consideration of Third Reading of Bill for an Ordinance No. 04/27/2026 "An
Ordinance Amending Chapter 18 of the Village of Hartland Municipal Code
Pertaining to Building Code"
Motion to approve Bill for Ordinance No. 04/27/2026, "An Ordinance Amending
Chapter 18 of the Village of Hartland Municipal Code Pertaining to Building Code,"
was made by Trustee Truttschel and seconded by Trustee Wallschlager. The motion
carried unanimously.
8. Announcements
Public Works Director Tom Jenson reported that Palmer's Alley has been fully
poured and is open to pedestrian traffic. The bollard and dumpster surround will be
completed soon. Milling on Goodwin, Warren, and Haight streets took place earlier
in the day, with paving scheduled for that Friday. The Lamerand Park playground
unit has been fully installed, including a concrete ramp and mulching. Globe is
continuing storm water outfall repairs under the utility contract and has completed all
water distribution valve and hydrant replacements. Wells 3, 4, and 5 have had their
variable frequency drives (VFDs) replaced. Staff noted that, as currently configured,
the VFDs function as soft starts rather than full VFDs and therefore do not qualify for
Focus on Energy grants; staff is exploring whether the cost of engineering to
optimize ramp-up and ramp-down programming would be offset by grant savings.
Fire Chief Jambretz announced that the application process for his position has been
posted, with applications due June 12 and first interviews scheduled for June 16 and
17. He reported that narcotic safes have been installed in the ambulances, that the
second ambulance had been in for brake and fuel line repairs and was expected to
return the following day, and that Lake Country Fire's ladder truck is out of service,
necessitating a change in deployment strategy that will send Hartland's ladder truck
first to most incidents.
Trustee Hallquist noted that the splash pad is open.
Trustee Wallschlager reported attending the Memorial Day celebration at the Legion
the previous day, describing it as a meaningful event.
Village President Pfannerstill offered remarks about the upcoming Hometown
Celebration, noting the increased activity planned for this year's event in recognition
of the 250th anniversary of the United States. He highlighted the carnival running
Thursday through Sunday, fireworks, the parade ending at Nixon Park, and live
music on Thursday, Friday, and Saturday. He encouraged residents to volunteer and
to enjoy the community festivities.
5
9. Possible motion to enter into closed session pursuant to Wis. Stat. §19.85(1)(e), for
the purpose of deliberating or negotiating the purchasing of public properties, the
investing of public funds, or conducting other specified public business, whenever
competitive or bargaining reasons require a closed session, specifically related to
TID #4.
Motion to enter into closed session pursuant to Wis. Stat. §19.85(1)(e), specifically
related to TID #4, was made by Trustee Pfeiffer and seconded by Trustee Truttschel.
Upon roll call vote, the motion carried unanimously.
The Board entered closed session.
10. Reconvene in open session to discuss, consider, and take possible action, if
necessary, with respect to any matter taken up in the closed session.
Motion to go into open session by Trustee Pfeiffer and seconded by Trustee
Truttschel Wallschlager at 7:53 pm (5-0) Trustee Truttschel had left the meeting.
The Board reconvened in open session. Based on deliberations conducted during
closed session regarding TID #4, the following action was taken:
Motion to reduce the TIF Number 4 loan balance to $5,000 if paid by June 30, 2026,
was made by Trustee Pfeiffer and seconded by Trustee Wallschlager. The motion
carried (5-0).
11. Adjournment –
Motion to Adjourn at 7:54 pm by Trustee Pfeiffer and seconded by Trustee Conner.
(5-0).
The meeting was adjourned at 7:54 pm.
Respectfully submitted,
Deidre Bushey
Deputy Clerk
To: Village President & Board of Trustees
From: Tonia Smith, Fiscal Clerk
Date: June 3, 2026
RE: Voucher List
June 8, 2026 Village Board Meeting
June 8, 2026 Checks: 509,075.58$
May Manual Checks: 29,386.13$
Subtotal of Checks: 538,461.71$
May Wires 1,519,833.76$
May Credit Credit Cards 21,696.82$
Total Amount of all Checks, Wires, and Credit
Cards 2,079,992.29$
06/03/26 11:10 AM
VOUCHER LIST - JUNE 8, 2026
VILLAGE OF HARTLAND
Page 1
Account Descr Search Name Comments Amount
E
X
G 204-23400 DEPOSITS DUE TO DEL-HART DELAFIELD-HARTLAND WATER CONNECTION CHARGES $260,688.00
G 101-31620 FINE ARTS CENTER DONATIONS ELLMANN, DAVID THURSDAY CONCERT 6/11/26 $400.00
G 101-31620 FINE ARTS CENTER DONATIONS FENDER BENDER THURSDAY CONCERT 6/18/26 $500.00
G 101-21550 UNION DUES DEDUCTIONS PAYABLE HARTLAND PROFESSIONAL POLICE PD DUES $585.00
G 101-31620 FINE ARTS CENTER DONATIONS PAIGE, WILLIAM THURSDAY NIGHT CONCERT 6/11/26 $65.00
G 101-21560 LIFE INSURANCE DEDUCT PAYABLE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $1,293.22
G 101-31620 FINE ARTS CENTER DONATIONS ZAMANSKY, GABRIELLA THURSDAY NIGHT CONCERT 6/18/26 $50.00
$263,581.22
AMBULANCE
E 101-52300-300 OPERATING SUPPLIES/EXPENSES AVIATION SOUL, LLC CHALLENGE COINS $569.34
E 101-52300-300 OPERATING SUPPLIES/EXPENSES BOUND TREE MEDICAL VARIOUS MEDICAL SUPPLIES $106.90
E 101-52300-360 VEHICLE MAINT/EXPENSE GORDIE BOUCHER FORD AMBO REPAIRS $2,591.32
E 101-52300-300 OPERATING SUPPLIES/EXPENSES MAAS, JAMES EMT EXAM $80.00
E 101-52300-300 OPERATING SUPPLIES/EXPENSES SCAFF, JACOB PARAMEDIC CLASS $200.00
E 101-52300-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $66.43
E 101-52300-300 OPERATING SUPPLIES/EXPENSES SHOPCPR BLS PROVIDER CARDS $35.00
E 101-52300-300 OPERATING SUPPLIES/EXPENSES WAUKESHA CTY EMERGENCY MAN ID CARD $1.86
E 101-52300-300 OPERATING SUPPLIES/EXPENSES WAUKESHA CTY EMERGENCY MAN ID CARD $1.86
E 101-52300-300 OPERATING SUPPLIES/EXPENSES WCTC(BILLING) PARAMEDIC CLASS/ DRIVER OPERATOR $1,926.50
$5,579.21AMBULANCE
CEMETERY
E 101-54910-365 BLDGS/GROUNDS MAINT EXPENSE MERTON FEED CO. STRAW $417.00
$417.00CEMETERY
CORPORATE RESERVE EXPENSES
E 402-59900-830 FIRE/AMBULANCE EXPENSE COMPX FORT SAFE $10,750.58
$10,750.58CORPORATE RESERVE EXPENSES
ECONOMIC DEVELOPMENT
E 804-56700-724 WEB SITE HOSTING & MAINT CYBERLYNK WEBSITE HOSTING $39.98
E 804-56700-719 EVENTS MIDWEST CYCLING SERIES, LLC BIKE RACE FEE $6,247.00
E 804-56700-719 EVENTS VILLAGE GRAPHICS POSTERS $58.75
E 804-56700-719 EVENTS VILLAGE GRAPHICS BINGO CARDS $13.87
E 804-56700-718 DISTRICT ADV & MARKET POSITION VILLAGE GRAPHICS CALENDAR OF EVENTS $200.00
$6,559.60ECONOMIC DEVELOPMENT
ELECTIONS
E 101-51440-300 OPERATING SUPPLIES/EXPENSES WAUKESHA CTY TREASURER BALLOTS $313.11
Account Descr Search Name Comments Amount
E
X
Page 2
06/03/26 11:10 AM
$313.11ELECTIONS
FINANCIAL ADMINISTRATION
E 101-51500-540 AUDITING/ACCOUNTING BAKER TILLY AUDIT PROGRESS BILL 4 $4,925.00
E 101-51500-500 PROPERTY ASSESSMENT CATALIS TAX & CAMA INC ASSESSMENT SERVICES MAY $4,675.00
E 101-51500-290 OUTSIDE SERVICES/CONTRACTS DIVERSIFIED BENEFIT SERVICES JUNE HRA FEES $193.19
E 101-51500-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $49.87
$9,843.06FINANCIAL ADMINISTRATION
FIRE PROTECTION
E 101-52200-300 OPERATING SUPPLIES/EXPENSES AVIATION SOUL, LLC CHALLENGE COINS $569.35
E 101-52200-255 BLDGS/GROUNDS BIEBELS TRUE VALUE HOSE RETURN -$78.87
E 101-52200-255 BLDGS/GROUNDS BIEBELS TRUE VALUE HOSE $78.87
E 101-52200-360 VEHICLE MAINT/EXPENSE BUMPER TO BUMPER DSLEXH FL2 5BOX $79.16
E 101-52200-300 OPERATING SUPPLIES/EXPENSES RD TECHNOLOGY CAMERA INSTALLATION $550.47
E 101-52200-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $66.43
E 101-52200-300 OPERATING SUPPLIES/EXPENSES WCTC(BILLING) PARAMEDIC CLASS/ DRIVER OPERATOR $62.11
E 101-52200-290 OUTSIDE SERVICES/CONTRACTS WI CITY/COUNTY MGMT ASSOC FIRE CHIEF POSTING $50.00
E 101-52200-290 OUTSIDE SERVICES/CONTRACTS WI DEPT OF JUSTICE BACKGROUND CHECKS $14.00
$1,391.52FIRE PROTECTION
GENERAL ADMINISTRATION
E 101-51400-395 COMMUNITY RELATIONS CIVIC PLUS QUARTERLY HOSTING FEES $2,644.57
E 101-51400-395 COMMUNITY RELATIONS CIVIC PLUS SOCIAL MEDIA ARCHIVING $3,788.41
E 101-51400-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $76.80
E 101-51400-290 OUTSIDE SERVICES/CONTRACTS WI DEPT OF JUSTICE BACKGROUND CHECKS $651.00
$7,160.78GENERAL ADMINISTRATION
LAW ENFORCEMENT
E 101-52100-300 OPERATING SUPPLIES/EXPENSES CA LIGHTING LENSES INC LED BULBS $69.80
E 101-52100-300 OPERATING SUPPLIES/EXPENSES MILWAUKEE AREA TECHNICAL COLLE PURSUIT DRIVING $48.98
E 101-52100-290 OUTSIDE SERVICES/CONTRACTS PROHEALTH CARE MEDICAL ASSOC MEDICAL SERVICES $925.00
E 101-52100-300 OPERATING SUPPLIES/EXPENSES RAY O HERRON CO INC 9MM LUGER $1,190.00
E 101-52100-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $241.92
E 101-52100-300 OPERATING SUPPLIES/EXPENSES STREICHER S SLING/ AFG $368.94
E 101-52100-300 OPERATING SUPPLIES/EXPENSES STREICHER S AFG $213.94
E 101-52100-300 OPERATING SUPPLIES/EXPENSES STREICHER S SLING/ AFG $436.92
E 101-52100-290 OUTSIDE SERVICES/CONTRACTS TIMECLOCK PLUS, LLC SCHEDULE ANYWHERE LICENSE $662.00
E 101-52100-290 OUTSIDE SERVICES/CONTRACTS T-MOBILE CELL PHONE SEARCH WARRANT $50.00
E 101-52100-300 OPERATING SUPPLIES/EXPENSES WCTC(BILLING) VARIOUS CLASSES $621.43
E 101-52100-290 OUTSIDE SERVICES/CONTRACTS WI DEPT OF JUSTICE BACKGROUND CHECKS $7.00
$4,835.93LAW ENFORCEMENT
Account Descr Search Name Comments Amount
E
X
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06/03/26 11:10 AM
LIBRARY
E 101-55110-300 OPERATING SUPPLIES/EXPENSES HARTLAND INFLATABLES SUMMER KICK OFF INFLATABLES $585.00
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $667.35
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $906.52
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $11.00
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $11.28
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $10.80
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $151.13
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $47.86
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $22.20
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $28.95
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $33.06
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $11.02
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $20.42
E 101-55110-310 BOOKS & MATERIALS INGRAM LIBRARY SERVICES BOOKS $19.23
E 101-55110-290 OUTSIDE SERVICES/CONTRACTS RICOH AMERICAS CORP COPIER SERVICES STAFF $96.01
E 101-55110-290 OUTSIDE SERVICES/CONTRACTS RICOH AMERICAS CORP COPIER SERVICES FLOOR $96.01
E 101-55110-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $23.22
$2,741.06LIBRARY
LIBRARY SPEC EXPENSE
E 205-59100-305 EXPENSES-OTHER INGRAM LIBRARY SERVICES BOOKS $941.30
E 205-59100-305 EXPENSES-OTHER INGRAM LIBRARY SERVICES BOOKS $40.41
$981.71LIBRARY SPEC EXPENSE
MISC SIDEWALK/CURB REPAIRS
E 401-75010-285 CONSTRUCTION COSTS BLACK EARTH PAVEMENT PAVING REMOVE AND REPLACE $16,520.00
$16,520.00MISC SIDEWALK/CURB REPAIRS
NIXON/HARTBROOK/CASTLE PLAYGRD
E 401-76155-285 CONSTRUCTION COSTS NATURAL SOLUTIONS LLC PLAYGROUND CHIPS/ WOOD CHIPS $10,400.00
$10,400.00NIXON/HARTBROOK/CASTLE PLAYGRD
PARKS
E 101-55200-370 ATHLETIC FACILITY MAINTENANCE BIEBELS TRUE VALUE ELEMENT $14.37
E 101-55200-370 ATHLETIC FACILITY MAINTENANCE BIEBELS TRUE VALUE FAUCET/ CONNECTOR $96.64
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE BIEBELS TRUE VALUE PROPANE/ SPARK LIGHTER $199.58
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE BIEBELS TRUE VALUE PROPANE/ 2.4 MM LINE $199.58
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE CA LIGHTING LENSES INC PARK BATHROOM LIGHTING $1,406.50
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE FERGUSON WATERWORKS VALVE BOX COVER $113.04
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE FLEMINGS FIRE 1, INC. EXTINGUISHER INSPECTIONS $154.77
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE MENARDS- PEWAUKEE PARTS FOR STAGE LIGHTS $117.51
Account Descr Search Name Comments Amount
E
X
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06/03/26 11:10 AM
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE MENARDS- PEWAUKEE LANDSCAPE BLOCK FAC $135.67
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE WISTL SOD FARM INC 54 SOD $271.80
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE WISTL SOD FARM INC 25 SOD $117.50
E 101-55200-365 BLDGS/GROUNDS MAINT EXPENSE WOLF PAVING CO INC ASPHALT $68.86
$2,895.82PARKS
PUBLIC WORKS
E 101-53000-300 OPERATING SUPPLIES/EXPENSES BIEBELS TRUE VALUE ADAPTER/ SILLCOCK $32.71
E 101-53000-300 OPERATING SUPPLIES/EXPENSES BIEBELS TRUE VALUE TRAVELING SPRINKLER $71.88
E 101-53000-410 STREETS GEN MAINT BIEBELS TRUE VALUE ENAMEL PAINT $66.16
E 101-53000-360 VEHICLE MAINT/EXPENSE BUMPER TO BUMPER VARIOUS FILTERS $365.65
E 101-53000-360 VEHICLE MAINT/EXPENSE BUMPER TO BUMPER FILTERS $111.29
E 101-53000-410 STREETS GEN MAINT COUNTY MATERIALS CORP CONCRETE PARKING CURB $879.00
E 101-53000-360 VEHICLE MAINT/EXPENSE EH WOLF FUEL $2,216.17
E 101-53000-360 VEHICLE MAINT/EXPENSE EH WOLF FUEL $1,375.44
E 101-53000-360 VEHICLE MAINT/EXPENSE EH WOLF FUEL $1,920.22
E 101-53000-360 VEHICLE MAINT/EXPENSE EH WOLF FUEL $556.20
E 101-53000-290 OUTSIDE SERVICES/CONTRACTS FLEMINGS FIRE 1, INC. EXTINGUISHER INSPECTIONS $392.21
E 101-53000-180 OTHER BENEFITS ITU ABSORBTECH INC UNIFORM SERVICES $200.33
E 101-53000-180 OTHER BENEFITS ITU ABSORBTECH INC UNIFORM SERVICES $164.96
E 101-53000-345 STAFF EDUCATION/TRAINING JENSON, TOM MILEAGE REIMBURSEMENT $81.20
E 101-53000-410 STREETS GEN MAINT KIMBALL MIDWEST PAINT/ HARDWARE $405.73
E 101-53000-360 VEHICLE MAINT/EXPENSE KIMBALL MIDWEST PAINT/ HARDWARE $405.73
E 101-53000-300 OPERATING SUPPLIES/EXPENSES OLSEN SAFETY EQUIPMENT CORP ASPRIN $6.92
E 101-53000-290 OUTSIDE SERVICES/CONTRACTS PROHEALTH CARE MEDICAL ASSOC MEDICAL SERVICES $300.00
E 101-53000-360 VEHICLE MAINT/EXPENSE PROVEN POWER INC MISSING PARTS $0.00
E 101-53000-360 VEHICLE MAINT/EXPENSE PROVEN POWER INC BLADES AND HARDWARE $199.71
E 101-53000-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $174.24
E 101-53000-410 STREETS GEN MAINT SHERWIN WILLIAMS CO REFUND FOR TAX CHARGED -$338.98
E 101-53000-410 STREETS GEN MAINT SHERWIN WILLIAMS CO STREET PAINT $7,118.58
E 101-53000-345 STAFF EDUCATION/TRAINING STANFORD, NATHAN CHAINSAW SAFETY $1,600.00
E 101-53000-290 OUTSIDE SERVICES/CONTRACTS WI DEPT OF JUSTICE BACKGROUND CHECKS $28.00
E 101-53000-420 STORM SEWER WI DNR ENVIRONMENTAL MS4 PERMITS $1,000.00
$19,333.35PUBLIC WORKS
RECREATION PROGRAMS/EVENTS
E 101-55300-304 TBALL BURGHARDT SPORTING GOODS BALLS $283.68
E 101-55300-304 TBALL BURGHARDT SPORTING GOODS TBALL UNIFORMS $8,707.40
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS EBERLE, KYLE FFOA MAY CLASSES $144.00
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS FARMER-TIEFENTHALER, SUSAN ART STUDIO FOR ADULTS $1,224.80
E 101-55300-302 TO THE POINTE DANCE PROGRAM HECKEL DANCE LLC MAY DANCE PAYMENTS - LORI $1,075.20
E 101-55300-302 TO THE POINTE DANCE PROGRAM HECKEL DANCE LLC APRIL DANCE PAYMENTS - LORI $89.60
Account Descr Search Name Comments Amount
E
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06/03/26 11:10 AM
E 101-55300-302 TO THE POINTE DANCE PROGRAM HECKEL DANCE LLC MAY DANCE PAYMENTS - KELSEY $6,393.60
E 101-55300-302 TO THE POINTE DANCE PROGRAM HECKEL DANCE LLC APRIL DANCE PAYMENTS - KELSEY $115.20
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS ITS IN EVERY DETAIL MAY BARRE CLASSES $491.20
E 101-55300-300 OPERATING SUPPLIES/EXPENSES KEYSTONE HATCHERIES FISH FOR HARTLAND FISHING CLINIC $659.63
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS NELSON BRANDON, LISA MAY YOGA CLASSES $739.20
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS PROHEALTH CARE MEDICAL ASSOC MEDICAL SERVICES $50.00
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS SANCHEZ, TERRIE MAY LINE DANCING $132.00
E 101-55300-150 HEALTH/DENTAL/LIFE SECURIAN FINANCIAL GROUP INC LIFE INSURANCE $16.15
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS SPRECHER, MARIA MAY QIGONG $32.00
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS TEAS, NANCY LINE DANCING CLASSES MAY $132.00
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS WAUKESHA CTY TREASURER LEARN TO SKATE $700.00
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS WEHLAGE, MARY MAY YOGA $1,936.00
E 101-55300-290 OUTSIDE SERVICES/CONTRACTS WI DEPT OF JUSTICE BACKGROUND CHECKS $189.00
$23,110.66RECREATION PROGRAMS/EVENTS
SEWER SERVICE
E 204-53610-290 OUTSIDE SERVICES/CONTRACTS BAKER TILLY AUDIT PROGRESS BILL 4 $246.25
E 204-53610-360 VEHICLE MAINT/EXPENSE BIGS EASY LIFT LARGE WHEEL LIFT $1,951.00
E 204-53610-270 TREATMENT EXPENSE DELAFIELD-HARTLAND WATER TOTAL USER FEES $107,696.76
E 204-53610-290 OUTSIDE SERVICES/CONTRACTS DIVERSIFIED BENEFIT SERVICES JUNE HRA FEES $29.72
E 204-53610-385 MAINTENANCE-COLLECT EQP PUMP INTERSTATE BATTERIES GENERATOR BATTERIES $411.69
$110,335.42SEWER SERVICE
TIF FUND EXPENSES
E 216-58300-290 OUTSIDE SERVICES/CONTRACTS CONLEY MEDIA LLC JOINT REVIEW BOARD NOTICE $9.48
E 217-58300-290 OUTSIDE SERVICES/CONTRACTS CONLEY MEDIA LLC JOINT REVIEW BOARD NOTICE $9.48
E 214-58300-290 OUTSIDE SERVICES/CONTRACTS CONLEY MEDIA LLC JOINT REVIEW BOARD NOTICE $9.48
$28.44TIF FUND EXPENSES
WATER UTILITY
E 620-53700-605 MAINTENANCE-WATER SOURCE PLANT ACE REDI-MIX INC CONCRETE FOR PUMP HOUSE 3 $538.00
E 620-53700-923 OUTSIDE SERVICES BADGER METER INC BEACON/ ORION HOSTING $349.82
E 620-53700-923 OUTSIDE SERVICES CLEARPATH CONNECTIONS DOOR SERVICE $1,080.00
E 620-53700-923 OUTSIDE SERVICES DIVERSIFIED BENEFIT SERVICES JUNE HRA FEES $74.31
E 620-53700-651 MAINTENANCE OF MAINS FERGUSON WATERWORKS VALVE BOX PARTS $1,207.70
E 620-53700-923 OUTSIDE SERVICES FLEMINGS FIRE 1, INC. EXTINGUISHER INSPECTIONS $183.30
E 620-53700-923 OUTSIDE SERVICES HYDROCORP CROSS CONNECTION PROGRAM $1,154.99
E 620-53700-923 OUTSIDE SERVICES NORTHERN LAKE SERVICE INC WATER SAMPLE TESTING $155.00
E 620-53700-923 OUTSIDE SERVICES NORTHERN LAKE SERVICE INC WATER SAMPLE TESTING $124.00
E 620-53700-923 OUTSIDE SERVICES NORTHERN LAKE SERVICE INC WATER SAMPLE TESTING $953.99
E 620-53700-600 SOURCE OF SUPPLY - LABOR STEEL CLAW INDUSTRIAL COATINGS POWDER COAT $250.00
E 620-53700-681 COMPUTERS & SOFTWARE WATER WELL SOLUTIONS WISCONSIN WELL 3 VFDS $4,101.00
E 620-53700-681 COMPUTERS & SOFTWARE WATER WELL SOLUTIONS WISCONSIN WELL 4 VFDS $2,125.00
Account Descr Search Name Comments Amount
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$12,297.11WATER UTILITY
$509,075.58
2025 Financial Highlights
Presented to the Village Board
Of the Village of Hartland
Presented by:
Michelle Walter, CPA, Senior Manager
Audit Results
• Audit Objective
– The objective of our audit was to express our
opinion on the financial statements of the Village
of Hartland as December 31, 2025.
• Our Opinion
– An unmodified audit opinion has been issued on
the financial statements for the year ending
December 31, 2025.
– The financial statements are fairly presented in
accordance with generally accepted accounting
principles.
– New accounting standards have been properly
implemented
– All appropriate disclosures have been properly
reflected in the financial statements.
– Accounting principles consistently applied
• Management’s Discussion and Analysis
Summary Financial Information
Results of Operations
Special Special Special
General Revenue Fund Revenue Fund Revenue Fund
Fund TIF #4 TIF #6 TIF #7
Revenues 9,712,626$ 29,198$ 163,279$ -$
Expenditures 9,256,455 342 146,051 1,047,042
Excess (deficiency) 456,171 28,856 17,228 (1,047,042)
Other sources/(uses) (242,588) - - -
Change in fund balance 213,583 28,856 17,228 (1,047,042)
Fund balance (deficit)
Beginning of year 7,306,277 (27,944) (1,304,183) (46,397)
End of year 7,519,860$ 912$ (1,286,955)$ (1,093,439)$
Fund Balance consist of:
Nonspendable 56,694$ -$ -$ -$
Restricted - 912 - -
Committed - - - -
Assigned 1,674,818 - - -
Unassigned (deficit) 5,788,348 - (1,286,955) (1,093,439)
Total 7,519,860$ 912$ (1,286,955)$ (1,093,439)$
Summary Financial Information (cont.)
Results of Operations
Capital Capital
Projects Projects
Debt Village Corporate Nonmajor
Service Projects Reserve Funds
Revenues 2,161,512$ 179,375$ 83,033$ 754,721$
Expenditures 2,341,819 2,086,516 663,050 684,169
Excess (deficiency) (180,307) (1,907,141) (580,017) 70,552
Other sources/(uses) 475,599 3,795,000 469,574 (158,000)
Change in fund balance 295,292 1,887,859 (110,443) (87,448)
Fund balance (deficit)
Beginning of year 211,218 4,081,804 1,645,149 902,983
End of year 506,510$ 5,969,663$ 1,534,706$ 815,535$
Fund Balance consist of:
Nonspendable -$ 2,380,394$ -$ -$
Restricted 506,510 3,212,492 - 708,810
Committed - - - 106,725
Assigned - 376,777 1,534,706 -
Unassigned (deficit) - - - -
Total 506,510$ 5,969,663$ 1,534,706$ 815,535$
Summary Financial Information (cont.)
Results of Operations
Water Sewer Internal
Utility Utility Service
Revenues 2,845,949$ 3,607,773$ 69,256$
Expenses & transfers 1,949,062 2,371,777 63,851
Income (loss) 896,887 1,235,996 5,405
Net Position
Beginning of year 15,207,195 10,675,808 266,545
End of year 16,104,082$ 11,911,804$ 271,950$
Other Information
• Total long-term obligations outstanding at
December 31, 2025
– $21,113,623 of governmental activities debt
– $3,063,822 of business-type activities debt
• Debt capacity
– Ability to borrow up to 5% of equalized value or
$117,139,225, total general obligation debt
outstanding at December 31, 2025 was
$22,350,000.
Required Communication
• Reporting and insights from 2025 audit
– Two Way Communication Regarding Audit
– Comments and Recommendations
– Required communications
– Management Representation Letter
Conclusion and Questions
It is a pleasure to serve you. While we work with the Village’s
management and staff in reviewing the financial data and
preparing the financial statements, our contract is with the
Board and our responsibility is to report to the Board.
Accordingly, if any Board member has any questions or
comments concerning our audit, the financial statements, any of
the reports presented, or anything else covered, please contact
me at 414.777.5576 or michelle.walter@bakertilly.com or the
engagement principal, Wendi Unger at 414.777.5423 or
wendi.unger@bakertilly.com.
VILLAGE OF HARTLAND
LICENSES FOR RENEWAL
VILLAGE BOARD MEETING
MONDAY, JUNE 8, 2026
Alcohol License Renewals
CLASS “B” BEER/”CLASS B” LIQUOR
1. El Camino Real Inc., dba Senor Tomas Restaurant, 150 North Ave., Amilcar Alarcon, Agent
2. Flanagan-Dorn Legion Post #294, 231 Goodwin Ave., William T. Lay, Agent
3. KNP Enterprises, Inc., dba The Phoenix, 129 Cottonwood Ave., Cherie Fetkenhauer, Agent
4. Palmer’s Steakhouse, LLC, dba Palmer’s Steakhouse, 122 E. Capitol Dr., Jerome Arenas,
Agent
5. Duke’s Bar & Grill, LLC, dba Duke’s Bar & Grill, 300 Cottonwood Ave., Cami Lesher
Mosca, Agent
6. Stacy and Scott Enterprise, LLC, dba The Triangle Tap, 247 W. Capitol Drive, Stacy Smith,
Agent
7. The Legend at Bristlecone Pines, LLC, dba The Legend at Bristlecone, 1500 E. Arlene Dr.,
Jack Gaudion, Agent
8. The Grist Mill, Inc. dba Grist Mill Public House, 375 Cottonwood Ave., Craig Eisenhut,
Agent
9. Java Services, LLC, dba Pink Mocha Café, 418 Merton Ave., Heidi Nugent, Agent
10. Wisconsin Athletic Club, LLC, dba WAC – Lake Country, 560 S. Industrial Drive, Chezare
Misko, Agent
11. Bin & Brew, LLC, dba Tabi’s Lake Country, 111 E. Capitol Dr., Tabitha McBride, Agent
12. HB Café, LLC, dba Hartbrook Café, 600 Hartbrook Drive, #110, Sandi Watt, Agent
13. 2 Kids from Stallis, dba Beer Snobs, 122 Cottonwood Ave., Stephanie Mercado
RESERVE CLASS “B” BEER/”CLASS B” LIQUOR
1. Hartland Hospitality Group, LLC, dba Zesti, 130 E. Capitol Dr., Michael Feker, Agent
2. The Inn, LLC, dba The Inn, 110 Cottonwood Ave., Madeline Braaten, Agent
CLASS “A” BEER/“CLASS A” LIQUOR
1. Fox Brothers Piggly Wiggly, Inc., dba Piggly Wiggly, 505 Cottonwood Ave., Michael Steven
Olwig, Agent
2. Walgreen Co., dba Walgreens #09365, 423 Merton Ave., Gina Podhola, Agent
3. Sendik’s Hartland, LLC, dba Sendik’s Food Market, 600 Hartbrook Drive, Theodore
Balistreri, Agent
4. Tanvi Corp., dba Hartland Citgo, 301 E. Capitol Dr., Krishna Kumari Mylavarapu, Agent
5. 83 Hartland Business, Inc., 805 Cardinal Lane, Mandeep Dran, Agent
6. BAJB Services, LLC, dba Colburn’s Car Wash, 700 Hartbrook Drive, Brian Colburn, Agent
7. Kwik Trip, Inc., dba Kwik Trip 1283, 715 W. Capitol Dr., Michael Barnes, Agent
CLASS “B” BEER
1. Hartland Athletic Advancement Association, Inc., H.A.A.A. Bark River Canteen, Kurt Baur,
Agent
2. Board & Brush, LLC, dba Board & Brush Creative Studio, 110 W. Capitol Dr., Julie Selby,
Agent
3. 2 Kids from Stallis, dba Hartland Beer Garden, 175 E. Park Ave., Stephanie Mercado,
Agent
4. American Legion Flanagan-Dorn Post 294, Concession Stand at Nixon Park, William T.
Lay, Agent
5. Hartland Sweet Dreams LLC, dba Sweet Dreams, 540 Hartbrook Drive Ste A & Ste B, Ylli
Barisha agent
6. Pretty Please, LLC, dba Pretty Please, 122 Cottonwood Ave., #2, Jenny Wiktorek, Agent
“CLASS C” WINE
1. Board & Brush, LLC, dba Board & Brush Creative Studio, 110 W. Capitol Dr., Julie Selby,
Agent
2. 2 Kids from Stallis, dba Hartland Beer Garden, 175 E. Park Ave., Stephanie Mercado,
Agent
3. Pretty Please, LLC, dba Pretty Please, 122 Cottonwood Ave., #2, Jenny Wiktorek, Agent
Amusement Device Renewals
1. Beer Snobs, 122 Cottonwood Avenue
2. Duke’s Bar & Grill, 300 Cottonwood Avenue
3. Gristmill Public House, 375 Cottonwood Avenue
4. Sun Laundry, 515 Cottonwood Avenue
5. The Phoenix, 129 Cottonwood Avenue
6. The Triangle Tap, 247 W. Capitol Drive
7. Beer Snobs, 122 Cottonwood Avenue
Caberet License Renewals
1. Beer Snobs, 122 Cottonwood Avenue
2. Flanagan-Dorn Legion Post #294, 231 Goodwin Avenue
3. Gristmill Public House, 375 Cottonwood Avenue
4. Tabi’s Lake Country, 111 E. Capitol Drive
5. The Legend at Bristlecone Pines, 1500 E. Arlene Drive
Cigarette, Tobacco, Electronic Vaping License Renewals
1. Colburn’s Car Wash, 700 Hartbrook Drive
2. 83 Hartland Business, 805 Cardinal Lane
3. Piggly Wiggly, 505 Cottonwood
4. Hartland Citgo, 301 E. Capitol Dr.
5. The Legend at Bristlecone Pines, 1500 E. Arlene Drive
6. Sendik’s, 600 Hartbrook Drive
7. Walgreen’s #9365, 423 Merton Avenue
8. Kwik Trip 1283, 715 W. Capitol Dr.
Weights and Measures License Renewals
1. Colburn’s Car Wash, 700 Hartbrook Drive
2. 83 Hartland Business, 805 Cardinal Lane
3. Fox Bros Piggly Wiggly, 505 Cottonwood Avenue
4. Hartland Citgo, 301 E. Capitol Drive
5. Sendik’s, 600 Hartbrook Drive
6. Sun Laundry, 515 Cottonwood Avenue
7. Walgreen’s #9365, 423 Merton Avenue
8. Kwik Trip 1283, 715 W. Capitol Drive
9. Wisconsin Cement, 701 W. Capitol Drive
Page 1 of 2 Application for Plan Commission
APPLICATION FOR PLAN COMMISSION
Project Description and Narrative: (attach additional sheet if necessary)
Proposed Use
Project Location
Project Name
Owner Phone
Address City State Zip
Engineer/Architect
Phone FAX
Address City State Zip
Contact Person Phone FAX E-mail
The Plan Commission meets on the third Monday of the Month at 6:30 PM in the Village Board Room of the
Hartland Municipal Building located at 210 Cottonwood Avenue, Hartland.
The deadl
ine for filing is a minimum of fifteen (15) working days before the meeting.
All of
the requested informa tion must be received prior to the deadline in order to be placed on the agenda.
Village Plan Review Staff has been directed to de lay placement on the Plan Commission Age nda based on
incomplete submittals.
One (1) set of bound application materials and one (1) electronic copy of all materials must be submitted.
Applications that include site plans must depic t the following existing and proposed informatio n:
➢ Complete dimensions (lot, building, setbacks, parking, drives, etc.)
➢ Scale and north arrow
➢ All structures (include building elevations and height)
➢ Drainage and grades (include design calculations for drainage)
➢ Storm Water Management Plan
➢ Utilities and easements (sewer, water, storm etc.)
➢ Calculation of lot coverage
➢ Parking stalls (stalls to be minimum 180 s.f., driving lanes minimum 24 ft. wide and 30 ft. maximum at
street right-of-way, asphalt to be minimum 3 ft. from lot lines)
➢ Grading and erosion control
➢ Landscaping, including a Tree Protection Plan
➢ Exterior lighting details
➢ Exterior HVAC equipment location
➢ Dumpster location (screening required)
➢ Street right-of-way
➢ Miscellaneous, 100 year floodplain, wetland boundary, environmental corridor
Additional information may be requested by the Plan Commission or Staff.
All applications for consideration by the Plan Commission are subject to the policies described in
this document.
REVIEW FEE DUE AT TIME OF APPLICATION - $300
INITIAL CONCEPTUAL REVIEW - (NO FEE)
Please be aware that emails have been sent by bad actors posing as the Village that contain fake invoices. The Village
will NEVER ask you to wire funds or make payment over the phone. Please contact our office with any questions.
262-367-2714
rev 4-2026
Page 2 of 2 Application for Plan Commission
Hartland Plan Commission
Application Review Policies
All applicants and applications are subject to the following policies in order to be considered by the Plan
Commission.
1. The deadline for filing any application is a minimum of fifteen (15) working days before the meeting.
2. All applicants are encouraged to communicate with or meet with either the Building and Zoning Official or
the Village Administrator
prior to submission of an application.
3. All requested or required information, including the application and appropriate fees, must be received prior
to the deadline in order to be placed on the agenda. Village Staff has been directed to delay placement on
the Plan Commission Agenda based on incomplete submittals.
4. One (1) sets of bound site plans or application materials and one (1) electronic copy (PDF) of all application
materials must be submitted by the deadline.
5. Applications that include site plans must depict the following existing and proposed information plus other
information as appropriate or as requested:
a. Complete dimensions (lot, building, setbacks, parking, drives, etc.)
b. Scale and north arrow
c. All structures (include building elevations and height)
d. Drainage and grades (include design calculations for
drainage)
e. Storm Water Management Plan
f. Utilities and easements (sewer, water, storm etc.)
g. Calculation of lot coverage
h. Parking stalls (stalls to be minimum 180 s.f., driving lanes minimum 24 ft. wide and 30 ft. maximum
at street right-of-way, asphalt to be minimum 3 ft. from lot lines)
i. Grading and erosion control
j. Landscaping, including a Tree Protection Plan
k. Exterior lighting details
l. Exterior HVAC equipment
location
m. Dumpster location (screening required)
n. Street right-of-way
o. Miscellaneous items including, but not limited to, 100 year floodplain, wetland boundary,
environmental corridor
6. Additional information may be requested by the Plan Commission or Staff.
7. The Applicant must complete and submit the required Professional Services Reimbursement Form along
with any required deposit at the time of application.
8. The Applicant or a representative of Applicant able to make representations on behalf of the Applicant shall
attend the meeting at
which the matter will be discussed. Failure to have representation will result in tabling
of the request to the next meeting.
1
BUSINESS PLAN FOR PROPOSED
BUILDING CONSTRUCTION AT
345 COTTONWOOD DRIVE, HARTLAND, WI 53029
Prepared for: Village of Hartland Architectural Review Board, Engineering
Team, and Village Administration Leaders
Prepared by: Kelly Renz, owner inVantage, LLC
Date: May, 28, 2026
Website: www.invantageteam.com
Current Address: 925 Walnut Ridge Drive, Suite 175, Hartland, WI 53029
SUMMARY
This proposal supports the construction of a new one-story professional office building along the west
side of the parking lot located at 345 Cottonwood Drive in Hartland, Wisconsin. This would be a second
structure on the property replacing the current old garage, and would be owner-occupied for business
use.
As part of the 345 Cottonwood Drive property, the owners’ continue their commitment to the Hartland
community, where they have operated businesses since 2010 when they moved to Hartland. The
proposed building would be located behind the recently renovated Victorian office building now
occupied by RCS, Inc.
The project also includes removal of the existing detached garage structure and improved parking
configuration. The proposed building will serve as the long-term headquarters for inVantage, LLC, a
Wisconsin-based business coaching firm owned by Kelly Renz. The property is jointly owned by Kelly
Renz and Rob Rosenberg via Rose Renz Properties, LLC.
INVANTAGE OVERVIEW
Started in 2020, inVantage, LLC has been a successful business coaching and leadership development
firm that helps entrepreneurial leadership teams build stronger and more scalable businesses. The
company currently operates within the Hartland Business Park on Walnut Ridge Drive, and values its
existing presence within the Village and broader local business community.
2
The company provides business operating system implementation, executive coaching, leadership
development, strategic planning facilitation, and organizational development services to companies
throughout southeastern Wisconsin and the Midwest. inVantage clients include business owners,
executives, and leadership teams throughout southeastern Wisconsin and the Midwest.
Constructing a permanent office location at 345 Cottonwood Drive represents a significant long-term
investment in the Village of Hartland. The ownership team’s goal is to continue growing and operating
within the Hartland community rather than relocating outside the area.
HARTLAND BUSINESS IMPROVEMENT DISTRICT IMPACT
The proposed building will positively contribute to Hartland’s economic development objectives and
strengthen the local professional services sector. Because the B3 Zoned property is already owned by
the applicants, the project represents a responsible and efficient long-term investment.
inVantage hosts executive leadership sessions, strategic planning meetings, and workshops that bring
business owners and leadership teams into the Hartland community. These events generate additional
local economic activity through the use of nearby restaurants, coffee shops, catering services, and
hospitality venues. This has promoted Hartland as a great place to work, live, and play.
The company anticipates continued partnerships with local restaurants (such as The Inn, Palmers,
Tabi’s, Creole Café, Inclusion Coffee and others) for catered working sessions, client lunches, and after-
session dinners. Visiting clients and workshop participants would also likely utilize the new boutique
hotel currently being developed in downtown Hartland, further contributing to local hospitality and
tourism-related economic activity.
This is considered an investment property for the owners who would desire to hold it for a long period
of time. Should it be sold at a future date, it’s anticipated that both buildings and the land would be
sold as a single commercial property.
DESIGN OVERVIEW
The proposed development consists of a thoughtfully designed one-story professional office building
intended to complement the surrounding commercial environment while providing a welcoming and
functional space for clients, employees, and community partners.
As part of the desired aesthetic improvements of downtown Hartland, the project supports removal of
the existing garage located on the property while maintaining architectural cohesion in materials, color
palette, and overall character with the existing office building.
3
As parking is an important factor in this proposal, below are business operating aspects for
consideration:
1. The site plan includes parking accommodation for 15 vehicles, providing sufficient daily access
and convenience for employees, clients, workshop participants, and visitors while maintaining
an appropriately scaled footprint for the surrounding area.
2. inVantage generally offers client sessions 9-4 Tuesday through Friday, with a quarterly cadence
of these meetings in January, April, July, October, November and December. Quieter months
with fewer sessions are February, March, May, June, August and September for our business
rhythms.
3. On days when inVantage does not have a client session, we will only occupy up to 5 spots in the
parking lot.
4. On a peak day, which will only happen a few times per quarter, we may have 18 vehicles to
park (3 for RCS, 15 for inVantage guests). We would direct guests and/or employees to park in
the public parking area across from the Gristmill if we need additional parking.
The architectural vision prioritizes professional appearance, long-term durability, compatibility with
surrounding development, attractive landscaping, and efficient site circulation. The proposed
architecture incorporates residential-scale design elements intended to complement the character of
Hartland and surrounding development patterns. Features including covered porches, natural stone
accents, gabled rooflines, attractive landscaping, and warm exterior materials create a professional yet
welcoming appearance consistent with the area aesthetic. We will not have outdoor music or noise
elements.
The building design also emphasizes pedestrian accessibility and client experience through covered
entry areas and welcoming gathering spaces. The building has been intentionally designed at a scale
appropriate for the site and surrounding area, supporting collaborative business operations while
avoiding excessive density or traffic impacts.
Initial contractor relationships include local and regional businesses:
• Builder and GC: Dennis Somers, KVG Construction
• Architect: Dean Schultz, Excel Engineering
• Civil Engineering/Consultation: Ruekert Mielke – as needed
4
TIMELINE
Construction is anticipated to begin promptly following approvals, permitting, and contractor
scheduling.
- Summer 2026: Architectural and engineering review and approval process with the Village and State
• Concept review with Hartland Village Boad - 6/8
• Planning Commission review - 6/15
• Architecture Board review (detailed engineering plans) - 7/20
• Village approval - by 7/31
• Begin permitting and state processes as soon as possible.
- Late Summer/Early Fall 2026: Construction start and site preparation
- February 2027: Target substantial completion and occupancy readiness
The parking area will be resurfaced and lines repainted as soon as weather conditions reasonably allow
after construction is completed.
The proposed site design incorporates landscape enhancements intended to soften the parking areas,
enhance pedestrian experience, and complement the architectural character of the building. Final
landscape installation timing may be coordinated separately depending on seasonal conditions and
approval requirements.
DOCUMENTS INCLUDED
Enclosed with this proposal are:
1. Preliminary floor plan
2. External renderings
3. Preliminary site plan
4. Recorded Deed
5. Owners Title Policy
CLOSING STATEMENT
The proposed development at 345 Cottonwood Drive represents a meaningful investment in the
Village of Hartland by local business owners committed to professional excellence, community growth,
and responsible development. As an owner-occupied property, the project reflects a strong
commitment to long-term maintenance, quality presentation, and responsible stewardship within the
Hartland business community.
5
inVantage respectfully submits this overview in support of the proposed one-story office building and
looks forward to collaborating with the Architectural Review Board, engineering staff, and Village
administration throughout the review and development process.
Contact information:
Kelly Renz, Owner inVantage – 414-758-0269
Email krenz@invantageteam.com
14 PARKING STALLS
PLUS 1 H.C. STALL
8'-0" 72'-3" 9'-3" +/-
5'-4 1/2"
5'-0" 20'-0" 25'-0" 20'-0"
2'-11"
5'-0" 1'-3" +/-
YARD
8'-0" SIDE
YARD
25'-0" REA
R
12'-10" +/- (8) STALLS @ 9' = 72'-0"
14'-6" +/- 8'-0" 8'-0" (6) STALLS @ 9' = 54'-4"
EXISTING
BUILDING
PROPOSED
BUILDING
1,994 SQ. FT.
REMOVE EXISTING
GARAGE
COTTONWOOD AVENUE
EXISTING
BUILDING
PROPOSED
BUILDING
F.F. = 924.30'
919
920
921
923
924
925
926
927
928
929
930
931
932
933
922
919
920
921
922
923
924
925
926
927
928
929
930
931
+ 922.50
+ 922.00
+ 923.75 + 923.75
+ 924.00 + 924.00
+ 924.00
+ 924.15
+ 923.00
924.00 +
924.00 +
ST
ST
ST
ST
PROPOSED CB
RIM = 923.00'
INV = 921.61'
PROPOSED STORM
8" PVC @ 1.0%
48' OF SEGMENTAL SPIT -
FACED RETAINING WALL
49' OF SEGMENTAL SPIT -
FACED RETAINING WALL
COTTONWOOD AVENUE
923
924
925
924
931
930
929
928
927
926
925
PROJECT INFORMATION
COLLABORATION
PROFESSIONAL SEAL
SHEET NUMBER
JOB NUMBER
PRELIMINARY DATES
NOT FOR CONSTRUCTION
5/28/2026 1:57:10 PM
\\job-files\2026 Job Files\260168000 KVG Construction-inVantage-Hartland WI\cad-revit plans\260168000 concept 3 site v25_detached.rvt
AC1.0
ARCHITECTURAL CONCEPT SITE PLAN
260168000
PROPOSED NEW OFFICE FOR:
INVANTAGE, LLC
345 COTTONWOOD AVENUE ● HARTLAND, WI
MAY 8, 2026
MAY 11, 2026
MAY 18, 2026
MAY 28, 2026
0' 20' 40'
1" = 20'-0"
NORTH
SCALE: 1" = 20'-0"
CONCEPT SITE PLAN
0' 20' 40'
1" = 20'-0"
NORTH
SCALE: 1" = 20'-0"
CONCEPT GRADING PLAN
SEAT COUNT = 16
SEAT COUNT = 10
SEAT COUNT = 6
28'-0"
72'-3"
5'-1" 5'-4" 10'-11" 7'-0" 10'-11" 5'-4" 5'-8" 5'-4" 5'-8" 5'-4" 5'-8"
72'-3"
6'-0" 16'-0" 6'-0"
6'-1" 5'-4" 6'-7 1/2" 2'-6" 1'-0 1/2" 6'-6" 1'-0 1/2" 2'-6" 3'-1" 5'-4" 32'-2 1/2"
28'-0"
3'-0" 5'-4" 6'-0" 3'-4" 10'-4"
6'-0" 4'-0" 6'-0"
4 3/4"
21'-8" 4 3/4" 19'-6" 4 3/4" 12'-4 3/4" 9"
5'-3" 16'-0" 5'-3"
9" 16'-0" 4 3/4" 25'-0 1/2" 4 3/4" 9'-7 1/2" 4 3/4" 6'-0"
4 3/4"
6'-0" 7'-3"
9"
12'-4 1/2"
4 3/4"
4'-4"
4 3/4"
9'-0" 9"
4'-2 1/2" 4'-0" 4'-2"
4'-9" 10'-0" 4'-9"
0' 4' 8'
1/4" = 1'-0"
NORTH
SCALE: 1/4" = 1'-0"
FIRST FLOOR PLAN
PROJECT INFORMATION
COLLABORATION
PROFESSIONAL SEAL
SHEET NUMBER
JOB NUMBER
PRELIMINARY DATES
NOT FOR CONSTRUCTION
5/18/2026 8:21:46 AM
260168000 concept 2 v25_detached.rvt
A1.1
ARCHITECTURAL FIRST FLOOR PLAN
260168000
PROPOSED NEW OFFICE FOR:
INVANTAGE, LLC
345 COTTONWOOD AVENUE ● HARTLAND, WI
MAY 8, 2026
MAY 11, 2026
MAY 18, 2026
SCALE: 1/4" = 1'-0"
EAST ELEVATION
SCALE: 1/4" = 1'-0"
WEST ELEVATION
PROJECT INFORMATION
COLLABORATION
PROFESSIONAL SEAL
SHEET NUMBER
JOB NUMBER
PRELIMINARY DATES
NOT FOR CONSTRUCTION
5/18/2026 8:21:48 AM
260168000 concept 2 v25_detached.rvt
A2.0
ARCHITECTURAL EXTERIOR ELEVATIONS
260168000
PROPOSED NEW OFFICE FOR:
INVANTAGE, LLC
345 COTTONWOOD AVENUE ● HARTLAND, WI
MAY 8, 2026
MAY 11, 2026
MAY 18, 2026
SCALE: 1/4" = 1'-0"
NORTH ELEVATION
SCALE: 1/4" = 1'-0"
SOUTH ELEVATION
Dear Property Owner,
Enclosed with this letter is your Owner’s Policy of Title Insurance. This document insures ownership of your property and
should be kept with the other important papers that you received at the closing of your property.
If you choose to refinance or sell your property in the future, please have your lender or real estate broker contact Frontier
Title & Closing Services, LLC for your special re-issue rate. This will give you significant savings on your next title policy. We
retain your real estate records in our office, and our staff is prepared to assist you with any future real estate transactions.
Thank you for your past business and we look forward to working with you in the future.
Frontier Title & Closing Services, LLC
Trey Dittmann, President
Enclosure
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of
the date of use. All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
This policy, when issued by the Company with a Policy Number and the Date of Policy, is valid even if this policy or
any endorsement to this policy is issued electronically or lacks any signature.
Any notice of claim and any other notice or statement in writing required to be given to the Company under this
policy must be given to the Company at the address shown in Condition 17.
COVERED RISKS
SUBJECT TO THE EXCLUSIONS FROM COVERAGE, THE EXCEPTIONS FROM COVERAGE CONTAINED IN SCHEDULE
B, AND THE CONDITIONS, FIRST AMERICAN TITLE INSURANCE COMPANY , a California corporation (the “Company”)
insures as of Date of Policy and, to the extent stated in Covered Risks 9 and 10 , after Date of Policy, against loss or damage,
not exceeding the Amount of Insurance, sustained or incurred by the Insured by reason of:
1. Title being vested other than as stated in Schedule A.
2. Any defect in or lien or encumbrance on the Title. This Covered Risk 2 includes, but is not limited to, insurance against
loss from:
(a) A defect in the Title caused by
(i) forgery, fraud, undue influence, duress, incompetency, incapacity, or impersonation;
(ii) failure of a person or Entity to have authorized a transfer or conveyance;
(iii) a document affecting the Title not properly authorized, created, executed, witnessed, sealed, acknowledged,
notarized (including by remote online notarization), or delivered;
(iv) a failure to perform those acts necessary to create a document by electronic means authorized by law;
(v) a document executed under a falsified, expired, or otherwise invalid power of attorney;
(vi) a document not properly filed, recorded, or indexed in the Public Records, including the failure to have
performed those acts by electronic means authorized by law;
(vii) a defective judicial or administrative proceeding; or
(viii) the repudiation of an electronic signature by a person that executed a document because the electronic
signature on the document was not valid under applicable electronic transactions law.
(b) The lien of real estate taxes or assessments imposed on Title by a governmental authority due or payable, but
unpaid.
(c) the effect on the Title of an encumbrance, violation, variation, adverse circumstance, boundary line overlap, or
encroachment (including an encroachment of an improvement across the boundary lines of the Land), but only if the
encumbrance, violation, variation, adverse circumstance, boundary line overlap, or encroachment would have been
disclosed by an accurate and complete land title survey of the Land.
3. Unmarketable Title.
4. No right of access to and from the Land.
5. A violation or enforcement of a law, ordinance, permit, or governmental regulation (including those relating to building
and zoning), but only to the extent of the violation or enforcement described by the enforcing governmental authority in
an Enforcement Notice that identifies a restriction, regulation, or prohibition relating to:
a. the occupancy, use, or enjoyment of the Land;
b. the character, dimensions, or location of an improvement on the Land;
c. the subdivision of the Land; or
d. environmental remediation or protection on the Land.
6. An enforcement of a governmental forfeiture, police, regulatory, or national security power, but only to the extent of the
enforcement described by the enforcing governmental authority in an Enforcement Notice.
7. An exercise of the power of eminent domain, but only to the extent:
a. of the exercise described in an Enforcement Notice; or
b. the taking occurred and is binding on a purchaser for value without Knowledge.
8. An enforcement of a PACA-PSA Trust, but only to the extent of the enforcement described in an Enforcement Notice.
9. The Title being vested other than as stated in Schedule A, the Title being defective, or the effect of a court order
providing an alternative remedy:
a. resulting from the avoidance, in whole or in part, of any transfer of all or any part of the Title to the Land or any
interest in the Land occurring prior to the transaction vesting the Title because that prior transfer constituted a:
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of
the date of use. All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
i. fraudulent conveyance, fraudulent transfer, or preferential transfer under federal bankruptcy, state insolvency, or
similar state or federal creditors’ rights law; or
ii. voidable transfer under the Uniform Voidable Transactions Act; or
b. because the instrument vesting the Title constitutes a preferential transfer under federal bankruptcy, state
insolvency, or similar state or federal creditors’ rights law by reason of the failure:
i. to timely record the instrument vesting the Title in the Public Records after execution and delivery of the
instrument to the Insured; or
ii. of the recording of the instrument vesting the Title in the Public Records to impart notice of its existence to a
purchaser for value or to a judgment or lien creditor.
Any defect in or lien or encumbrance on the Title or other matter included in Covered Risks 1 through 9 that has been created
or attached or has been filed or recorded in the Public Records subsequent to the Date of Policy and prior to the recording of
the deed or other instrument vesting the Title in the Public Records.
DEFENSE OF COVERED CLAIMS
The Company will also pay the costs, attorneys’ fees, and expenses incurred in defense of any matter insured against by this
policy, but only to the extent provided in the Conditions.
IN WITNESS WHEREOF, the Company has caused this Policy to be signed with the facsimile signatures of its President
and Secretary and sealed as required by its By-Laws.
Date:
Frontier Title & Closing Services, LLC
__________________________
Felicia Gettler, Final Policy Specialist
(262) 361-4820 / fgettler@frontiertitlellc.com
FIRST AMERICAN TITLE INSURANCE COMPANY
By: Sally F. Tyler, President By: Lisa W. Cornehl, Secretary
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of
the date of use. All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
EXCLUSIONS FROM COVERAGE
The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs,
attorneys’ fees, or expenses that arise by reason of:
1. a. any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts,
regulates, prohibits, or relates to:
i. the occupancy, use, or enjoyment of the Land;
ii. the character, dimensions, or location of any improvement on the Land;
iii. the subdivision of land; or
iv. environmental remediation or protection.
b. any governmental forfeiture, police, regulatory, or national security power.
c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b.
Exclusion 1 does not modify or limit the coverage provided under Covered Risk 5 or 6.
2. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7.
3. Any defect, lien, encumbrance, adverse claim, or other matter:
a. created, suffered, assumed, or agreed to by the Insured Claimant;
b. not Known to the Company, not recorded in the Public Records at the Date of Policy, but Known to the Insured
Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant
became an Insured under this policy;
c. resulting in no loss or damage to the Insured Claimant;
d. attaching or created subsequent to the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided
under Covered Risk 9 or 10); or
e. resulting in loss or damage that would not have been sustained if consideration sufficient to qualify the Insured
named in Schedule A as a bona fide purchaser had been given for the Title at the Date of Policy.
4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors’ rights law, that the
transaction vesting the Title as shown in Schedule A is a:
a. fraudulent conveyance or fraudulent transfer;
b. voidable transfer under the Uniform Voidable Transactions Act; or
c. preferential transfer:
i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a
contemporaneous exchange for new value; or
ii. for any other reason not stated in Covered Risk 9.b.
5. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8.
6. Any lien on the Title for real estate taxes or assessments imposed or collected by a governmental authority that becomes
due and payable after the Date of Policy. Exclusion 6 does not modify or limit the coverage provided under Covered Risk
2.b.
7. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land.
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2021 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of
the date of use. All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
Transaction Identification Data, for which the Company assumes no liability as set forth in Condition 9.d.:
Issuing Agent: Frontier Title & Closing Services, LLC
Issuing Office: 1130 James Drive, Hartland, WI 53029
Issuing Office’s ALTA® Registry ID: 1107563
Issuing Office File Number: FTS25-49378
Property Address: 345 Cottonwood Ave, Hartland, WI 53029
SCHEDULE A
Name and Address of Title Insurance Company:
First American Title Insurance Company, 1 First American Way, Santa Ana, CA 92707
Policy Number.: 50207055-0085227e
Amount of Insurance: $450,000.00 Premium: $1,948.00
Date of Policy: January 6, 2026 at 11:06 AM
1. The Insured is:
Rose-Renz Properties LLC, a Wisconsin limited liability company
2. The estate or interest in the Land insured by this policy is:
Fee Simple
3. The Title is vested in:
Rose-Renz Properties LLC, a Wisconsin limited liability company
4. The Land is described as follows:
Lot 10 of Pawling's Subdivision of Block 5, being a part of the Northeast 1/4 of Section 3, Town 7
North, Range 18 East, in the Village of Hartland, Waukesha County, State of Wisconsin
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
SCHEDULE B
Policy No.: 50207055-0085227e
EXCEPTIONS FROM COVERAGE
Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law.
This policy treats any Discriminatory Covenant in a document referenced in Schedule B as if each
Discriminatory Covenant is redacted, repudiated, removed, and not republished or recirculated. Only the
remaining provisions of the document are excepted from coverage.
This policy does not insure against loss or damage and the Company will not pay costs, attorneys’ fees, or
expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the
following matters:
1. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that
would be disclosed by an accurate and complete land survey of the land.
2. Easements or claims of easements not shown by the public records.
3. Any claim of adverse possession or prescriptive easement.
4. General taxes for the year 2026.
5. Covenants, conditions and restrictions set forth in Declaration of Restrictions, recorded on October 14,
1997, as Document No. 2253637.
6. Unpaid assessments or charges for common expenses, fines, penalties, levies or costs, if any, asserted
under the Declaration of Restrictions or any amendments, modifications, addenda, supplements,
extensions, corrections, or bylaws adopted pursuant thereto.
7. Reservation for easements as set forth in the Declaration recorded as Document No. 2253637.
8. Ingress and Egress easement as set forth in the Declaration recorded as Document No. 2253637.
9. Covenants, conditions and restrictions set forth in Planned Unit Development Agreement, recorded on
October 21, 1997, as Document No. 2257038.
10. Rights of tenant(s) under unrecorded lease(s) (including any rights of said lessee(s) as owner of any
tenants fixture located on the demised premises and any liens on such tenants' fixtures).
11. It is stipulated that this Policy does not cover or insure the title to any fixture or equipment, except such as
may be finally determined to be part of the real estate, and that the determination of such question is not
an obligation of the Company under this Policy.
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
12. Mortgage from Rose-Renz Properties LLC to Ixonia Bank dated December 31, 2025, filed for record on
January 6, 2026 as Instrument Number 4854958, in the principal sum of $480,000.00.
13. Assignment of Rents from Rose-Renz Properties LLC to Ixonia Bank dated December 31, 2025, filed for
record on January 6, 2026 as Instrument Number 4854959.
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
CONDITIONS
1. DEFINITION OF TERMS
In this policy, the following terms have the meanings given to them below. Any defined term includes both the singular and the plural, as the
context requires:
a. “Affiliate”: An Entity:
i. that is wholly owned by the Insured;
ii. that wholly owns the Insured; or
iii. if that Entity and the Insured are both wholly owned by the same person or entity.
b. “Amount of Insurance”: The Amount of Insurance stated in Schedule A, as may be increased by Condition 8.d. or decreased by Condition 10
or 11; or increased or decreased by endorsements to this policy.
c. “Date of Policy”: The Date of Policy stated in Schedule A.
d. “Discriminatory Covenant”: Any covenant, condition, restriction, or limitation that is unenforceable under applicable law because it illegally
discriminates against a class of individuals based on personal characteristics such as race, color, religion, sex, sexual orientation, gender
identity, familial status, disability, national origin, or other legally protected class.
e. “Enforcement Notice”: A document recorded in the Public Records that describes any part of the Land and:
i. is issued by a governmental agency that identifies a violation or enforcement of a law, ordinance, permit, or governmental regulation;
ii. is issued by a holder of the power of eminent domain or a governmental agency that identifies the exercise of a governmental power; or
iii. asserts a right to enforce a PACA-PSA Trust.
f. “Entity”: A corporation, partnership, trust, limited liability company, or other entity authorized by law to own title to real property in the State
where the Land is located.
g. “Insured”:
i. (a). The Insured named in Item 1 of Schedule A;
(b). the successor to the Title of an Insured by operation of law as distinguished from purchase, including heirs, devisees, survivors,
personal representatives, or next of kin;
(c). the successor to the Title of an Insured resulting from dissolution, merger, consolidation, distribution, or reorganization;
(d). the successor to the Title of an Insured resulting from its conversion to another kind of Entity; or
(e). the grantee of an Insured under a deed or other instrument transferring the Title, if the grantee is:
(1). an Affiliate;
(2). a trustee or beneficiary of a trust created by a written instrument established for estate planning purposes by an Insured;
(3). a spouse who receives the Title because of a dissolution of marriage;
(4). a transferee by a transfer effective on the death of an Insured as authorized by law; or
(5). another Insured named in Item 1 of Schedule A.
ii. The Company reserves all rights and defenses as to any successor or grantee that the Company would have had against any
predecessor Insured.
h. “Insured Claimant”: An Insured claiming loss or damage arising under this policy.
i. “Knowledge” or “Known”: Actual knowledge or actual notice, but not constructive notice imparted by the Public Records.
j. “Land”: The land described in Item 4 of Schedule A and improvements located on that land at the Date of Policy that by State law constitute
real property. The term “Land” does not include any property beyond that described in Schedule A, nor any right, title, interest, estate, or
easement in any abutting street, road, avenue, alley, lane, right-of-way, body of water, or waterway, but does not modify or limit the extent
that a right of access to and from the Land is insured by this policy.
k. “Mortgage”: A mortgage, deed of trust, trust deed, security deed, or other real property security instrument, including one evidenced by
electronic means authorized by law.
l. “PACA-PSA Trust”: A trust under the federal Perishable Agricultural Commodities Act or the federal Packers and Stockyards Act or a similar
State or federal law.
m. “Public Records”: The recording or filing system established under State statutes in effect at the Date of Policy under which a document must
be recorded or filed to impart constructive notice of matters relating to the Title to a purchaser for value without Knowledge. The term “Public
Records” does not include any other recording or filing system, including any pertaining to environmental remediation or protection, planning,
permitting, zoning, licensing, building, health, public safety, or national security matters.
n. “State”: The state or commonwealth of the United States within whose exterior boundaries the Land is located. The term “State” also includes
the District of Columbia, the Commonwealth of Puerto Rico, the U.S. Virgin Islands, and Guam.
o. “Title”: The estate or interest in the Land identified in Item 2 of Schedule A.
p. “Unmarketable Title”: The Title affected by an alleged or apparent matter that would permit a prospective purchaser or lessee of the Title or a
lender on the Title to be released from the obligation to purchase, lease, or lend if there is a contractual condition requiring the delivery of
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
marketable title.
2. CONTINUATION OF COVERAGE
This policy continues as of the Date of Policy in favor of an Insured, so long as the Insured:
a. retains an estate or interest in the Land;
b. owns an obligation secured by a purchase money Mortgage given by a purchaser from the Insured; or
c. has liability for warranties given by the Insured in any transfer or conveyance of the Insured’s Title.
Except as provided in Condition 2, this policy terminates and ceases to have any further force or effect after the Insured conveys the Title. This
policy does not continue in force or effect in favor of any person or entity that is not the Insured and acquires the Title or an obligation secured by
a purchase money Mortgage given to the Insured.
3. NOTICE OF CLAIM TO BE GIVEN BY INSURED CLAIMANT
The Insured must notify the Company promptly in writing if the Insured has Knowledge of:
a. any litigation or other matter for which the Company may be liable under this policy; or
b. any rejection of the Title as Unmarketable Title.
If the Company is prejudiced by the failure of the Insured Claimant to provide prompt notice, the Company’s liability to the Insured Claimant
under this policy is reduced to the extent of the prejudice.
4. PROOF OF LOSS
The Company may, at its option, require as a condition of payment that the Insured Claimant furnish a signed proof of loss. The proof of loss
must describe the defect, lien, encumbrance, adverse claim, or other matter insured against by this policy that constitutes the basis of loss or
damage and must state, to the extent possible, the basis of calculating the amount of the loss or damage.
5. DEFENSE AND PROSECUTION OF ACTIONS
a. Upon written request by the Insured and subject to the options contained in Condition 7, the Company, at its own cost and without
unreasonable delay, will provide for the defense of an Insured in litigation in which any third party asserts a claim covered by this policy
adverse to the Insured. This obligation is limited to only those stated causes of action alleging matters insured against by this policy. The
Company has the right to select counsel of its choice (subject to the right of the Insured to object for reasonable cause) to represent the
Insured as to those covered causes of action. The Company is not liable for and will not pay the fees of any other counsel. The Company will
not pay any fees, costs, or expenses incurred by the Insured in the defense of any cause of action that alleges matters not insured against by
this policy.
b. The Company has the right, in addition to the options contained in Condition 7, at its own cost, to institute and prosecute any action or
proceeding or to do any other act that, in its opinion, may be necessary or desirable to establish the Title, as insured, or to prevent or reduce
loss or damage to the Insured. The Company may take any appropriate action under the terms of this policy, whether or not it is liable to the
Insured. The Company’s exercise of these rights is not an admission of liability or waiver of any provision of this policy. If the Company
exercises its rights under Condition 5.b., it must do so diligently.
c. When the Company brings an action or asserts a defense as required or permitted by this policy, the Company may pursue the litigation to a
final determination by a court having jurisdiction. The Company reserves the right, in its sole discretion, to appeal any adverse judgment or
order.
6. DUTY OF INSURED CLAIMANT TO COOPERATE
a. When this policy permits or requires the Company to prosecute or provide for the defense of any action or proceeding and any appeals, the
Insured will secure to the Company the right to prosecute or provide defense in the action or proceeding, including the right to use, at its
option, the name of the Insured for this purpose.
When requested by the Company, the Insured, at the Company’s expense, must give the Company all reasonable aid in:
i. securing evidence, obtaining witnesses, prosecuting or defending the action or proceeding, or effecting settlement; and
ii. any other lawful act that in the opinion of the Company may be necessary or desirable to establish the Title or any other matter, as
insured.
If the Company is prejudiced by any failure of the Insured to furnish the required cooperation, the Company’s liability and obligations to the
Insured under this policy terminate, including any obligation to defend, prosecute, or continue any litigation, regarding the matter requiring
such cooperation.
b. The Company may reasonably require the Insured Claimant to submit to examination under oath by any authorized representative of the
Company and to produce for examination, inspection, and copying, at such reasonable times and places as may be designated by the
authorized representative of the Company, all records, in whatever medium maintained, including books, ledgers, checks, memoranda,
correspondence, reports, e-mails, disks, tapes, and videos, whether bearing a date before or after the Date of Policy, that reasonably pertain to
the loss or damage. Further, if requested by any authorized representative of the Company, the Insured Claimant must grant its permission, in
writing, for any authorized representative of the Company to examine, inspect, and copy all the records in the custody or control of a third party
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
that reasonably pertain to the loss or damage. No information designated in writing as confidential by the Insured Claimant provided to the
Company pursuant to Condition 6 will be later disclosed to others unless, in the reasonable judgment of the Company, disclosure is necessary
in the administration of the claim or required by law. Any failure of the Insured Claimant to submit for examination under oath, produce any
reasonably requested information, or grant permission to secure reasonably necessary information from third parties as required in Condition
6.b., unless prohibited by law, terminates any liability of the Company under this policy as to that claim.
7. OPTIONS TO PAY OR OTHERWISE SETTLE CLAIMS; TERMINATION OF LIABILITY
In case of a claim under this policy, the Company has the following additional options:
a. To Pay or Tender Payment of the Amount of Insurance
To pay or tender payment of the Amount of Insurance under this policy. In addition, the Company will pay any costs, attorneys’ fees, and
expenses incurred by the Insured Claimant that were authorized by the Company up to the time of payment or tender of payment and that the
Company is obligated to pay.
Upon the exercise by the Company of this option provided for in Condition 7.a., the Company’s liability and obligations to the Insured under this
policy terminate, including any obligation to defend, prosecute, or continue any litigation.
b. To Pay or Otherwise Settle with Parties other than the Insured or with the Insured Claimant
i. To pay or otherwise settle with parties other than the Insured for or in the name of the Insured Claimant. In addition, the Company will pay
any costs, attorneys’ fees, and expenses incurred by the Insured Claimant that were authorized by the Company up to the time of payment
and that the Company is obligated to pay; or
ii. To pay or otherwise settle with the Insured Claimant the loss or damage provided for under this policy. In addition, the Company will pay any
costs, attorneys’ fees, and expenses incurred by the Insured Claimant that were authorized by the Company up to the time of payment and
that the Company is obligated to pay.
Upon the exercise by the Company of either option provided for in Condition 7.b., the Company’s liability and obligations to the Insured under this
policy for the claimed loss or damage terminate, including any obligation to defend, prosecute, or continue any litigation.
8. CONTRACT OF INDEMNITY; DETERMINATION AND EXTENT OF LIABILITY
This policy is a contract of indemnity against actual monetary loss or damage sustained or incurred by an Insured Claimant who has suffered loss
or damage by reason of matters insured against by this policy. This policy is not an abstract of the Title, report of the condition of the Title, legal
opinion, opinion of the Title, or other representation of the status of the Title. All claims asserted under this policy are based in contract and are
restricted to the terms and provisions of this policy. The Company is not liable for any claim alleging negligence or negligent misrepresentation
arising from or in connection with this policy or the determination of the insurability of the Title.
a. The extent of liability of the Company for loss or damage under this policy does not exceed the lesser of:
i. the Amount of Insurance; or
ii. the difference between the fair market value of the Title, as insured, and the fair market value of the Title subject to the matter insured
against by this policy.
b. Except as provided in Condition 8.c. or 8.d., the fair market value of the Title in Condition 8.a.ii. is calculated using the date the Insured
discovers the defect, lien, encumbrance, adverse claim, or other matter insured against by this policy.
c. If, at the Date of Policy, the Title to all of the Land is void by reason of a matter insured against by this policy, then the Insured Claimant may,
by written notice given to the Company, elect to use the Date of Policy as the date for calculating the fair market value of the Title in Condition
8.a.ii.
d. If the Company pursues its rights under Condition 5.b. and is unsuccessful in establishing the Title, as insured:
i. the Amount of Insurance will be increased by 15%; and
ii. the Insured Claimant may, by written notice given to the Company, elect, as an alternative to the dates set forth in Condition 8.b. or, if it
applies, 8.c., to use either the date the settlement, action, proceeding, or other act described in Condition 5.b. is concluded or the date the
notice of claim required by Condition 3 is received by the Company as the date for calculating the fair market value of the Title in Condition
8.a.ii.
e. In addition to the extent of liability for loss or damage under Conditions 8.a. and 8.d., the Company will also pay the costs, attorneys’ fees, and
expenses incurred in accordance with Conditions 5 and 7.
9. LIMITATION OF LIABILITY
a. The Company fully performs its obligations and is not liable for any loss or damage caused to the Insured if the Company accomplishes any of
the following in a reasonable manner:
i. removes the alleged defect, lien, encumbrance, adverse claim, or other matter;
ii. cures the lack of a right of access to and from the Land; or
iii. cures the claim of Unmarketable Title,
all as insured. The Company may do so by any method, including litigation and the completion of any appeals.
b. The Company is not liable for loss or damage arising out of any litigation, including litigation by the Company or with the Company’s consent,
until a State or federal court having jurisdiction makes a final, non-appealable determination adverse to the Title.
c. The Company is not liable for loss or damage to the Insured for liability voluntarily assumed by the Insured in settling any claim or suit without
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
the prior written consent of the Company.
d. The Company is not liable for the content of the Transaction Identification Data, if any.
10. REDUCTION OR TERMINATION OF INSURANCE
All payments under this policy, except payments made for costs, attorneys’ fees, and expenses, reduce the Amount of Insurance by the amount
of the payment.
11. LIABILITY NONCUMULATIVE
The Amount of Insurance will be reduced by any amount the Company pays under any policy insuring a Mortgage to which exception is taken in
Schedule B or to which the Insured has agreed, assumed, or taken subject, or which is executed by an Insured after the Date of Policy and
which is a charge or lien on the Title, and the amount so paid will be deemed a payment to the Insured under this policy.
12. PAYMENT OF LOSS
When liability and the extent of loss or damage are determined in accordance with the Conditions, the Company will pay the loss or damage
within 30 days.
13. COMPANY’S RECOVERY AND SUBROGATION RIGHTS UPON SETTLEMENT AND PAYMENT
a. If the Company settles and pays a claim under this policy, it is subrogated and entitled to the rights and remedies of the Insured Claimant in
the Title and all other rights and remedies in respect to the claim that the Insured Claimant has against any person, entity, or property to the
fullest extent permitted by law, but limited to the amount of any loss, costs, attorneys’ fees, and expenses paid by the Company. If requested
by the Company, the Insured Claimant must execute documents to transfer these rights and remedies to the Company. The Insured Claimant
permits the Company to sue, compromise, or settle in the name of the Insured Claimant and to use the name of the Insured Claimant in any
transaction or litigation involving these rights and remedies.
b. If a payment on account of a claim does not fully cover the loss of the Insured Claimant, the Company defers the exercise of its subrogation
right until after the Insured Claimant fully recovers its loss.
c. The Company’s subrogation right includes the Insured’s rights to indemnity, guaranty, warranty, insurance policy, or bond, despite any
provision in those instruments that addresses recovery or subrogation rights.
14. POLICY ENTIRE CONTRACT
a. This policy together with all endorsements, if any, issued by the Company is the entire policy and contract between the Insured and the
Company. In interpreting any provision of this policy, this policy will be construed as a whole. This policy and any endorsement to this policy
may be evidenced by electronic means authorized by law.
b. Any amendment of this policy must be by a written endorsement issued by the Company. To the extent any term or provision of an
endorsement is inconsistent with any term or provision of this policy, the term or provision of the endorsement controls. Unless the
endorsement expressly states, it does not:
i. modify any prior endorsement,
ii. extend the Date of Policy,
iii. insure against loss or damage exceeding the Amount of Insurance, or
iv.increase the Amount of Insurance.
15. SEVERABILITY
In the event any provision of this policy, in whole or in part, is held invalid or unenforceable under applicable law, this policy will be deemed not
to include that provision or the part held to be invalid, but all other provisions will remain in full force and effect.
16. CHOICE OF LAW AND CHOICE OF FORUM
a. Choice of Law
The Company has underwritten the risks covered by this policy and determined the premium charged in reliance upon the State law affecting
interests in real property and the State law applicable to the interpretation, rights, remedies, or enforcement of policies of title insurance of the
State where the Land is located.
The State law of the State where the Land is located, or to the extent it controls, federal law, will determine the validity of claims against the
Title and the interpretation and enforcement of the terms of this policy, without regard to conflicts of law principles to determine the applicable
law.
b. Choice of Forum
Any litigation or other proceeding brought by the Insured against the Company must be filed only in a State or federal court having
jurisdiction.
17. NOTICES
Any notice of claim and any other notice or statement in writing required to be given to the Company under this policy must be given to the
Company at: Attn: Claims National Intake Center, 1 First American Way, Santa Ana, CA 92707 .
American Land Title Association Owner’s Policy of Title Insurance
2021 v. 01.00 (07-01-2021)
Issued by
FIRST AMERICAN TITLE INSURANCE COMPANY
Copyright 2006-2009 American Land Title Association. All rights reserved.
The use of this Form is restricted to ALTA licensees and ALTA members in good standing as of the date of use.
All other uses are prohibited. Reprinted under license from the American Land Title Association.
FTS25-49378
18. CLASS ACTION
ALL CLAIMS AND DISPUTES ARISING OUT OF OR RELATING TO THIS POLICY, INCLUDING ANY SERVICE OR OTHER MATTER IN
CONNECTION WITH ISSUING THIS POLICY, ANY BREACH OF A POLICY PROVISION, OR ANY OTHER CLAIM OR DISPUTE ARISING
OUT OF OR RELATING TO THE TRANSACTION GIVING RISE TO THIS POLICY, MUST BE BROUGHT IN AN INDIVIDUAL CAPACITY. NO
PARTY MAY SERVE AS PLAINTIFF, CLASS MEMBER, OR PARTICIPANT IN ANY CLASS, REPRESENTATIVE, OR PRIVATE ATTORNEY
GENERAL PROCEEDING.
TRAIL DEVELOPMENT
TRAIL MAINTENANCE
Restoration of the boardwalks within
Hartland Marsh began in December
2024 and was completed in early 2026.
1200 ft of structures replaced =
$60K investment
70 + volunteers helping in all stages
of the process
Merge Healthcare Solutions
provided access and staging area for
lumber
Dorner Industries for parking
Dunlop Walker Corp and Hartland
Kiwanis for repeated volunteer work
Village of Hartland
Hartland Marsh Habitat Improvement Program (HIP)
• 3 year effort between IATA, WCLC, Village of Hartland
• 2 day winter events, follow up brush mowing, herbicide treatment
• Volunteer investment of 3000 hours!
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship 1
Ehlers & Associates, Inc. May 21, 2026
May 21, 2026
Ryan Bailey, Village Manager/Finance Director
Village of Hartland, Wisconsin
210 Cottonwood Ave
Hartland, WI 53029
Re: Written Municipal Advisor Client Disclosure with the Village of Hartland (“Client”) for Developer
proforma review - Luther Group (“Project” Pursuant to MSRB Rule G-42)
Dear Ryan:
As a registered Municipal Advisor, we are required by Municipal Securities Rulemaking Board (MSRB)
Rules to provide you with certain written information and disclosures prior to, upon or promptly, after the
establishment of a municipal advisory relationship as defined in Securities and Exchange Act Rule
15Ba1-1. To establish our engagement as your Municipal Advisor, we must inform you that:
1. When providing advice, we are required to act in a fiduciary capacity, which includes a duty of
loyalty and a duty of care. This means we are required to act solely in your best interest.
2. We have an obligation to fully and fairly disclose to you in writing all material actual or potential
conflicts of interest that might impair our ability to render unbiased and competent advice to you.
We are providing these and other required disclosures in Appendix A attached hereto.
As your Municipal Advisor, Ehlers shall provide this advice and service at such fees, as described within
Appendix B attached hereto.
This documentation and all appendices hereto shall be effective as of its date unless otherwise
terminated by either party upon 30 days written notice to the other party.
During the term of our municipal advisory relationship, this writing might be amended or supplemented to
reflect any material change or additions.
We look forward to working with you on this Project.
Sincerely,
Ehlers & Associates
Greg Johnson
Senior Municipal Advisor/Vice President
_______________
1 This document is intended to satisfy the requirements of MSRB Rule G-42(b) and Rule G-42(c).
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship – Appendix A Page 1
Ehlers May 21, 2026
Appendix A
DISCLOSURE OF CONFLICTS OF INTEREST/OTHER REQUIRED INFORMATION
Actual/Potential Material Conflicts of Interest
Ehlers has no known actual or potential material conflicts of interest that might impair its ability
either to render unbiased and competent advice or to fulfill its fiduciary duty to Client.
Other Engagements or Relationships Impairing Ability to Provide Advice
Ehlers is not aware of any other engagement or relationship Ehlers has that might impair Ehlers’
ability to either render unbiased and competent advice to or to fulfill its fiduciary duty to Client.
Affiliated Entities
Ehlers offers related services through two affiliates of Ehlers, Bond Trust Service Corporation
(BTSC) and Ehlers Investment Partners (EIP). BTSC provides paying agent services while
Ehlers Investment Partners (EIP) provides investment related services and bidding agent
service. Ehlers and these affiliates do not share fees. If either service is needed in conjunction
with an Ehlers municipal advisory engagement, Client will be asked whether or not they wish to
retain either affiliate to provide service. If BTSC or EIP are retained to provide service, a
separate agreement with that affiliate will be provided for Client’s consideration and approval.
Solicitors/Payments Made to Obtain/Retain Client Business
Ehlers does not use solicitors to secure municipal engagements; nor does it make direct or
indirect payments to obtain or retain Client business.
Payments from Third Parties
Ehlers does not receive any direct or indirect payments from third parties to enlist Ehlers
recommendation to the Client of its services, any municipal securities transaction or any
financial product.
Payments/Fee-splitting Arrangements
Ehlers does not share fees with any other parties and any provider of investments or services to
the Client. However, within a joint proposal with other professional service providers, Ehlers
could be the contracting party or be a subcontractor to the contracting party resulting in a fee
splitting arrangement. In such cases, the fee due Ehlers will be identified in a Municipal Advisor
writing and no other fees will be paid to Ehlers from any of the other participating professionals
in the joint proposal.
Municipal Advisor Registration
Ehlers is registered with the Securities and Exchange Commission (SEC) and Municipal
Securities Rulemaking Board (MSRB).
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship – Appendix A Page 2
Ehlers May 21, 2026
Material Legal or Disciplinary Events
Neither Ehlers nor any of its officers or municipal advisors have been involved in any legal or
disciplinary events reported on Form MA or MA-I nor are there any other material legal or
disciplinary events to be reported. Ehlers’ application for permanent registration as a Municipal
Advisor with the (SEC) was granted on July 28, 2014 and contained the information prescribed
under Section 15B(a)(2) of the Securities and Exchange Act of 1934 and rules thereunder. It did
not list any information on legal or disciplinary disclosures.
Client may access Ehlers’ most recent Form MA and each most recent Form MA-I by searching
the Securities and Exchange Commission’s EDGAR system (currently available at
http://www.sec.gov/edgar/searchedgar/companysearch.html) and searching under either our
Company Name (Ehlers & Associates, Inc.) or by using the currently available “Fast Search”
function and entering our CIK number (0001604197).
Ehlers has not made any material changes to Form MA or Form MA-I since that date.
Conflicts Arising from Compensation Contingent on the Size or Closing of Any
Transaction
The forms of compensation for municipal advisors vary according to the nature of the
engagement and requirements of the client. Compensation contingent on the size of the
transaction presents a conflict of interest because the advisor may have an incentive to advise
the client to increase the size of the securities issue for the purpose of increasing the advisor’s
compensation. Compensation contingent on the closing of the transaction presents a conflict
because the advisor may have an incentive to recommend unnecessary financings or
recommend financings that are disadvantageous to the client. If the transaction is to be delayed
or fail to close, an advisor may have an incentive to discourage a full consideration of such facts
and circumstances, or to discourage consideration of alternatives that may result in the
cancellation of the financing or other transaction.
Any form of compensation due a Municipal Advisor will likely present specific conflict of interests
with the Client. If a Client is concerned about the conflict arising from Municipal Advisor
compensation contingent on size and/or closing of their transaction, Ehlers is willing to discuss
and provide another form of Municipal Advisor compensation. The Client must notify Ehlers in
writing of this request within 10 days of receipt of this Municipal Advisor writing.
MSRB Contact Information
The website address of the MSRB is www.msrb.org. Posted on the MSRB website is a
municipal advisory client brochure that describes the protections that may be provided by MSRB
rules and how to file a complaint with the financial regulatory authorities.
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship – Appendix B Page 1
Ehlers May 21, 2026
Appendix B
PRO FORMA REVIEW HOURLY
Client has requested that Ehlers & Associates undertake a financial analysis of the
project pro forma for a hotel development (“Project”) submitted by Luther Group
(“Developer”).
Project Background
Client is now considering a request from the Developer for public assistance. The
Developer suggests that without public financing assistance, the Project would not
proceed as planned.
As the Client’s independent advisor, Ehlers & Associates will conduct the following
analyses:
• Review the Project’s anticipated sources/uses of funds and
revenues/expenditures to assess financial feasibility, identify the “gap”, if any,
and evaluate the need for public assistance, including whether it satisfies the
“but for” test.
• Analyze the financing structure and market indicators to confirm cost
estimates.
• As appropriate, evaluate alternative scenarios and structures to provide Client
with empirical results to determine if, and how, to provide requested
assistance.
Scope Of Service
Ehlers & Associates proposes and agrees to provide the following scope of services:
• Review developer’s data and back-up materials. Ehlers & Associates will
compile and conduct analysis on the Developer’s proposed work. Prior to
beginning our analysis, we will require the following materials from the
Developer:
ü Description of structure of public assistance needed and a narrative for
why it is being requested.
ü A live Excel version of the Developer’s pro forma template including
property tax projections and anticipated returns.
ü Backup documentation for:
Construction costs§
Documentation of Municipal Advisor Relationship – Appendix B Page 2
Ehlers May 21, 2026
§ Any proposed commercial tenants, rents and pass-throughs
§ Any developer financing related to the Project and specific terms.
ü “As is” appraisal for Project Site, Purchase and Sale Agreement, or other
backup for the purchase price
§ Project specs including square footage of all commercial/residential
space and gross square footage for the Project.
§ Site plan and conceptual elevations.
o A GANTT Chart or proposed timeline for Project completion and lease-
up, if necessary.
• Conduct analysis on the Project pro forma, both with public assistance and
without it. Ehlers & Associates will review the developer’s projected revenues
and expenses associated with the ongoing operation of the completed Project
as compared to Ehlers & Associates’ model and assumptions utilizing industry
resources, such as CoStar, RS Means, as well as local market expertise. Ehlers
& Associates will prepare other alternate scenarios to provide the Client a
reasonable expectation of the developer’s projected returns within market
ranges, and any associated risks for the Client.
• Estimate Client revenues from TIF or other sources. Ehlers & Associates will
build a cash flow model from the proposed Project that may support financing
the developer’s “gap,” if any, and compare to the developer’s numbers. Ehlers
& Associates will examine whether these revenues are appropriate to fill the
“gap,” if any. Ehlers & Associates will review and provide feedback on whether
any of the developer’s Project costs are eligible expenses under state statutes.
Finally, Ehlers & Associates will identify options for financing any needed
Client portion of the Project, if necessary.
• Prepare a summary report for the Client. The report will summarize the results
of our analysis and make recommendations as appropriate to the Client. Ehlers
& Associates will conduct a conference call with Client’s staff to discuss the
analysis, potential costs and benefits of the Project and review any additional
feedback from the Client prior to the final report. Ehlers & Associates will be
available to make a presentation to the Client Board/Council as appropriate.
• Participate in Developer Negotiations, as requested by the Client. As needed,
Ehlers & Associates will participate with the Client’s negotiating team in
developer negotiations to create or review term sheets, development or
redevelopment agreements, and financing options. If needed, Ehlers &
Associates staff will provide support to the Client in discussions and
developing iterations of a Development Agreement. The final agreement is
subject to Client’s attorney approval.
Documentation of Municipal Advisor Relationship – Appendix B Page 3
Ehlers May 21, 2026
•
Based on the financial analysis outlined above, Ehlers & Associates will make
recommendations to the Client on possible incentives or assistance to
Developer, and the use of “Look Back” provisions in the Development
Agreement, so that if the Project is more successful than originally projected
when submitting a TIF requested, the Developer returns a portion of the funds
to the Client.
If warranted, Ehlers & Associates will conduct further analysis, modeling and “what-
if” scenarios as part of this engagement. The Ehlers & Associates team assigned to
the Client is available for questions and encourages as much collaboration as
possible.
Additional Services (Elective)
Though not a part of this scope of services, should a “Look Back” provision be
incorporated into a development or redevelopment agreement, Client may authorize
Ehlers & Associates, under a separate engagement, to perform a “Look Back”
analysis upon Project sale or another milestone. Ehlers & Associates will review the
Developer’s actual costs and return numbers in accordance with the timing and
returns outlined in the respective development agreement. Ehlers & Associates will
inform Client of the results and prepare a summary report for Client, and if
authorized by Client, for review by Developer. This scope of services will be billed on
an hourly basis, based on prevailing rates at the time of the engagement.
Compensation
Ehlers & Associates will charge Client a hourly rate of $325 for work completed under
this Appendix. We estimate that total billings will not exceed $9,500. Significant
changes to the developer’s
pro forma, introduction of new information, preparation
of multiple alternative scenarios or protracted negotiations could increase the total
hours required to complete the work.
For any service directed by Client and not covered by this, or another applicable
Appendix, Ehlers & Associates will bill Client at an hourly rate that is dependent upon
the task/staff required to meet Client request at no less than $175.00/hour and not
to exceed $400.00/hour.
Payment For Services
For all compensation due to Ehlers & Associates, we will invoice Client for the
amount due at the completion of the work. Our fees include our normal travel,
printing, computer services, and mail/delivery charges. The invoice is due and
payable upon receipt by the Client.
Documentation of Municipal Advisor Relationship – Appendix B Page 4
Ehlers May 21, 2026
Signed Title Date
The above Proposal is hereby accepted by Hartland, Wisconsin, by its authorized officer:
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship 1
Ehlers & Associates, Inc. May 21, 2026
May 21, 2026
Ryan Bailey, Village Manager/Finance Director
Village of Hartland, Wisconsin
210 Cottonwood Ave
Hartland, WI 53029
Re: Written Municipal Advisor Client Disclosure with the Village of Hartland (“Client”) for 2026 Tax
Incremental Finance District No. 8 (“Project” Pursuant to MSRB Rule G-42)
Dear Ryan:
As a registered Municipal Advisor, we are required by Municipal Securities Rulemaking Board (MSRB)
Rules to provide you with certain written information and disclosures prior to, upon or promptly, after the
establishment of a municipal advisory relationship as defined in Securities and Exchange Act Rule
15Ba1-1. To establish our engagement as your Municipal Advisor, we must inform you that:
1. When providing advice, we are required to act in a fiduciary capacity, which includes a duty of
loyalty and a duty of care. This means we are required to act solely in your best interest.
2. We have an obligation to fully and fairly disclose to you in writing all material actual or potential
conflicts of interest that might impair our ability to render unbiased and competent advice to you.
We are providing these and other required disclosures in Appendix A attached hereto.
As your Municipal Advisor, Ehlers shall provide this advice and service at such fees, as described within
Appendix B attached hereto.
This documentation and all appendices hereto shall be effective as of its date unless otherwise
terminated by either party upon 30 days written notice to the other party.
During the term of our municipal advisory relationship, this writing might be amended or supplemented to
reflect any material change or additions.
We look forward to working with you on this Project.
Sincerely,
Ehlers & Associates
Greg Johnson
Senior Municipal Advisor/Vice President
_______________
1 This document is intended to satisfy the requirements of MSRB Rule G-42(b) and Rule G-42(c).
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship – Appendix A Page 1
Ehlers May 21, 2026
Appendix A
DISCLOSURE OF CONFLICTS OF INTEREST/OTHER REQUIRED INFORMATION
Actual/Potential Material Conflicts of Interest
Ehlers has no known actual or potential material conflicts of interest that might impair its ability
either to render unbiased and competent advice or to fulfill its fiduciary duty to Client.
Other Engagements or Relationships Impairing Ability to Provide Advice
Ehlers is not aware of any other engagement or relationship Ehlers has that might impair Ehlers’
ability to either render unbiased and competent advice to or to fulfill its fiduciary duty to Client.
Affiliated Entities
Ehlers offers related services through two affiliates of Ehlers, Bond Trust Service Corporation
(BTSC) and Ehlers Investment Partners (EIP). BTSC provides paying agent services while
Ehlers Investment Partners (EIP) provides investment related services and bidding agent
service. Ehlers and these affiliates do not share fees. If either service is needed in conjunction
with an Ehlers municipal advisory engagement, Client will be asked whether or not they wish to
retain either affiliate to provide service. If BTSC or EIP are retained to provide service, a
separate agreement with that affiliate will be provided for Client’s consideration and approval.
Solicitors/Payments Made to Obtain/Retain Client Business
Ehlers does not use solicitors to secure municipal engagements; nor does it make direct or
indirect payments to obtain or retain Client business.
Payments from Third Parties
Ehlers does not receive any direct or indirect payments from third parties to enlist Ehlers
recommendation to the Client of its services, any municipal securities transaction or any
financial product.
Payments/Fee-splitting Arrangements
Ehlers does not share fees with any other parties and any provider of investments or services to
the Client. However, within a joint proposal with other professional service providers, Ehlers
could be the contracting party or be a subcontractor to the contracting party resulting in a fee
splitting arrangement. In such cases, the fee due Ehlers will be identified in a Municipal Advisor
writing and no other fees will be paid to Ehlers from any of the other participating professionals
in the joint proposal.
Municipal Advisor Registration
Ehlers is registered with the Securities and Exchange Commission (SEC) and Municipal
Securities Rulemaking Board (MSRB).
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship – Appendix A Page 2
Ehlers May 21, 2026
Material Legal or Disciplinary Events
Neither Ehlers nor any of its officers or municipal advisors have been involved in any legal or
disciplinary events reported on Form MA or MA-I nor are there any other material legal or
disciplinary events to be reported. Ehlers’ application for permanent registration as a Municipal
Advisor with the (SEC) was granted on July 28, 2014 and contained the information prescribed
under Section 15B(a)(2) of the Securities and Exchange Act of 1934 and rules thereunder. It did
not list any information on legal or disciplinary disclosures.
Client may access Ehlers’ most recent Form MA and each most recent Form MA-I by searching
the Securities and Exchange Commission’s EDGAR system (currently available at
http://www.sec.gov/edgar/searchedgar/companysearch.html) and searching under either our
Company Name (Ehlers & Associates, Inc.) or by using the currently available “Fast Search”
function and entering our CIK number (0001604197).
Ehlers has not made any material changes to Form MA or Form MA-I since that date.
Conflicts Arising from Compensation Contingent on the Size or Closing of Any
Transaction
The forms of compensation for municipal advisors vary according to the nature of the
engagement and requirements of the client. Compensation contingent on the size of the
transaction presents a conflict of interest because the advisor may have an incentive to advise
the client to increase the size of the securities issue for the purpose of increasing the advisor’s
compensation. Compensation contingent on the closing of the transaction presents a conflict
because the advisor may have an incentive to recommend unnecessary financings or
recommend financings that are disadvantageous to the client. If the transaction is to be delayed
or fail to close, an advisor may have an incentive to discourage a full consideration of such facts
and circumstances, or to discourage consideration of alternatives that may result in the
cancellation of the financing or other transaction.
Any form of compensation due a Municipal Advisor will likely present specific conflict of interests
with the Client. If a Client is concerned about the conflict arising from Municipal Advisor
compensation contingent on size and/or closing of their transaction, Ehlers is willing to discuss
and provide another form of Municipal Advisor compensation. The Client must notify Ehlers in
writing of this request within 10 days of receipt of this Municipal Advisor writing.
MSRB Contact Information
The website address of the MSRB is www.msrb.org. Posted on the MSRB website is a
municipal advisory client brochure that describes the protections that may be provided by MSRB
rules and how to file a complaint with the financial regulatory authorities.
____________________________________________________________________________________________
Documentation of Municipal Advisor Relationship – Appendix B Page 1
Ehlers May 21, 2026
Appendix B
Scope of Service
Client has requested that Ehlers & Associates assist Client with creation of Tax
Incremental Finance District No. 8 (“Project”). Ehlers & Associates proposes and
agrees to provide the following scope of services:
Phase I – Feasibility Analysis
The purpose of Phase I is to determine whether the Project is a statutorily and
economically feasible option to achieve the Client’s objectives. This phase
begins upon your authorization of this engagement and ends on completion
and delivery of a feasibility analysis report. As part of Phase I services, Ehlers &
Associates will:
• Consult with appropriate Client officials to identify the Client’s objectives
for the Project.
• Provide feedback as to the appropriateness of using Tax Incremental
Financing in the context of the “but for” test.
• If the Project includes creation of or addition of territory to a district,
identify preliminary boundaries and gather parcel data from Client.
Determine compliance with the following statutory requirements as
applicable:
o Equalized Value test.
o Purpose test (industrial, mixed use, blighted area, in need of
rehabilitation or conservation, or environmental remediation).
• Prepare feasibility analysis report. The report will include the following
information, as applicable:
o Identification of the type or types of districts that may be created.
o A description of the type, maximum life, expenditure period and
other features corresponding to the type of district proposed.
o A summary of the development assumptions used with respect to
timing of construction and projected values.
o Projections of tax increment revenue collections to include annual
and cumulative present value calculations.
Documentation of Municipal Advisor Relationship – Appendix B Page 2
Ehlers May 21, 2026
o Qualification of the district as a donor or recipient of shared
increment, and projected impact of any allocations of shared
increment.
o If debt financing is anticipated, a summary of the sizing, structure,
and timing of proposed debt issues.
o A cash flow pro forma reflecting annual and cumulative district fund
balances and projected year of closure.
o A draft timetable for the Project.
o Identification of how the creation date may affect the district’s
valuation date, the base value, compliance with the equalized value
test, and the ability to capture current year construction values and
changes in economic value.
o When warranted, evaluate, and compare options with respect to
boundaries, type of district, project costs and development levels.
o Ehlers & Associates will provide guidance on district design within
statutory limits to creatively achieve as many of the Client’s
objectives as possible and will provide liaison with State Department
of Revenue as needed in the technical evaluation of options.
• Present the results of the feasibility analysis to the Client’s staff, Plan
Commission, or governing body.
Phase II – Project Plan Development and Approval
If the Client elects to proceed following completion of the feasibility analysis,
the Project will move to Phase II. This phase includes preparation of the
Project Plan, and consideration by the Plan Commission1, governing body, and
the Joint Review Board. This phase begins after receiving notification from the
Client to proceed and ends after the Joint Review Board acts on the Project.
As part of Phase II services, Ehlers & Associates will:
• Based on the goals and objectives identified in Phase I, prepare a draft
Project Plan that includes all statutorily required components.
• We will coordinate with your staff, engineer, planner or other designated
party to obtain a map of the proposed boundaries of the district, a map
showing existing uses and conditions of real property within the district,
and a map showing proposed improvements and uses in the district.
1If Client has created a Redevelopment Authority or a Community Development Authority, that body may fulfill the
statutory requirements of the Plan Commission related to creation or amendment of the district.
Documentation of Municipal Advisor Relationship – Appendix B Page 3
Ehlers May 21, 2026
• Submit to the Client an electronic version of the draft Project Plan for initial
review and comment.
• Coordinate with Client staff to confirm dates and times for the meetings
indicated within the table beginning on the following page. Ehlers &
Associates will ensure that selected dates meet all statutory timing
requirements and will provide documentation and notices as indicated.
Meeting Ehlers & Associates
Responsibility Client Responsibility
Initial Joint
Review Board
Prepare Notice of Meeting and
transmit to Client’s designated paper.
Mail meeting notice, informational
materials, and draft Project Plan to
overlapping taxing jurisdictions.
Provide agenda language to Client.
Attend meeting to present draft
Project Plan.
Post or publish agenda and
provide notification as
required by the Wisconsin
Open Records Law.
Prepare meeting minutes.
Designate Client Joint Review
Board representative.
Identify and recommend
Public Joint Review Board
representative for
appointment.
Plan
Commission
Public
Hearing
Prepare Notice of Public Hearing and
transmit to Client’s designated paper.
Post or publish agenda and
provide notification as
required by the Wisconsin
Open Records Law.
Documentation of Municipal Advisor Relationship – Appendix B Page 4
Ehlers May 21, 2026
Meeting Ehlers & Associates
Responsibility Client Responsibility
Plan
Commission
Public
Hearing
For blighted area districts and in need
of rehabilitation or conservation
districts, provide a format for the
required individual property owner
notification letters.
Attend hearing to present draft
Project Plan.
Prepare and mail individual
property owner notices (only
for districts created as
blighted area, or in need of
rehabilitation or
conservation).
Prepare meeting minutes.
Plan
Commission
Provide agenda language to Client.
Attend meeting to present draft
Project Plan.
Provide approval resolution for Plan
Commission consideration.
Post or publish agenda and
provide notification as
required by the Wisconsin
Open Records Law.
Distribute Project Plan &
resolution to Plan
Commission members in
advance of meeting.
Prepare meeting minutes.
Governing
Body Action
Provide agenda language to Client.
Attend meeting to present draft
Project Plan.
Provide approval resolution for
governing body consideration.
Post or publish agenda and
provide notification as
required by the Wisconsin
Open Records Law.
Provide Project Plan &
resolution to governing body
members in advance of
meeting.
Prepare meeting minutes.
Joint Review
Board Action
Mail meeting notice and copy of final
Project Plan to overlapping taxing
jurisdictions.
Prepare Notice of Meeting and
transmit to Client’s designated paper.
Provide agenda language to Client.
Attend meeting to present final
Project Plan.
Provide approval resolution for Joint
Review Board consideration.
Post or publish agenda and
provide notification as
required by the Wisconsin
Open Records Law.
Prepare meeting minutes.
Documentation of Municipal Advisor Relationship – Appendix B Page 5
Ehlers May 21, 2026
• Throughout the meeting process, provide drafts of the Project Plan and
related documents in sufficient quantity for the Client’s staff, Plan
Commission, governing body and Joint Review Board members.
• Provide advice and updated analysis on the impact of any changes made
to the Project Plan throughout the approval process.
Phase III – State Submittal
This phase includes final review of all file documents, preparation of filing
forms, and submission of the base year or amendment packet to the
Department of Revenue. This phase begins following approval of the district
by the Joint Review Board and ends with the submission of the base year or
amendment packet. As part of Phase III services, Ehlers & Associates will:
• Coordinate with Client’s assessor and other staff as necessary to obtain
parcel valuations, parcel data and other information needed for preparation
of the State forms that must be filed as part of the base year or
amendment packet.
• Assemble and submit to the Department of Revenue the required base
year or amendment packet to include a final Project Plan document
containing all required elements and information.
• Provide the Client with an electronic copy of the final Project Plan (and up
to 15 bound hard copies if desired).
• Provide the municipal Clerk with a complete electronic and/or hard copy
transcript of all materials as submitted to the Department of Revenue for
certification.
• Act as a liaison between the Client and the Department of Revenue during
the certification process in the event any questions or discrepancies arise.
Compensation - Flat Fee Portion of Engagement
In return for the services set forth in the “Scope of Service,” Client agrees to
compensate Ehlers & Associates as follows:
Phase I $ 4,500
Phase II $ 8,000
Phase III $ 2,500
Total $ 15,000
• Pricing includes a $3,000 discount for Phase I services based on client’s separate
engagement of Ehlers & Associates to review the developer’s proforma for the
project related to the District. If for any reason that work does not proceed or
cannot be completed $3,000 will be added to the cost of Phase I for a total fee of
$18,000.
Documentation of Municipal Advisor Relationship – Appendix B Page 6
Ehlers May 21, 2026
• In the event Client determines not to proceed with the Project once a Phase has
been authorized, but prior to that Phase’s completion, the compensation due for
that Phase will be prorated to reflect the percentage of the work completed.
Compensation – Hourly Services Portion of Engagement
Ehlers & Associates will bill Client on an hourly basis for services requested by Client
in conjunction with the engagement that are not specifically identified in the Scope
of Service set forth in this letter. Examples would include:
• Attendance at additional meetings beyond the four required for approval or
amendment of the District (Organizational Joint Review Board, Plan Commission
(or CDA), Governing Body and Final Joint Review Board).
• Review of development agreements related to the District’s Project Plan and
participation in negotiations with developers.
Hourly services will be billed at a rate that is dependent upon the task/staff
required to meet Client request at no less than $175.00/hour and not to exceed
$400.00/ hour.
Payment for Services
For all compensation due to Ehlers & Associates, we will invoice Client for the
amount due at the completion of each Phase. Our fees include our normal travel,
printing, computer services, and mail/delivery charges. The invoice is due and
payable upon receipt by the Client.
Client Responsibility
The following expenses are not included in our Scope of Services, and are the
responsibility of Client to pay directly:
• Services rendered by Client’s engineers, planners, surveyors, appraisers,
assessors, attorneys, auditors, and others that may be called on by Client to
provide information related to completion of the Project.
• Preparation of maps necessary for inclusion in the Project Plan.
• Preparation of maps necessary for inclusion in the base year or amendment
packet.
• Publication charge for the Notice of Public Hearing and Notices of Joint Review
Board meetings.
• Legal opinion advising that Project Plan contains all required elements.
(Normally provided by municipal attorney).
• Preparation of District metes & bounds description. (Needed in Phase III for
creation of new districts, or amendments that add or subtract territory).
• Department of Revenue filing fee and annual administrative fees. The current
Department of Revenue fee structure is:
Documentation of Municipal Advisor Relationship – Appendix B Page 7
Ehlers May 21, 2026
Current Wisconsin Department of Revenue Fee Schedules
Base Year Packet $1,000
Amendment Packet with Territory Addition
or Subtraction $1,000
Amendment Packet with Territory Addition
and Subtraction $2,000
Base Value Redetermination $1,000
Amendment Packet No Charge
Annual Administrative Fee $150
The above Proposal is hereby accepted by Hartland, Wisconsin, by its
authorized officer:
Signed Title Date
1
STATE OF WISCONSIN WAUKESHA COUNTY VILLAGE OF HARTLAND 1
ORDINANCE NO _____________ 2
3
AN ORDINANCE RELATED TO 4
THE REGULATION OF ELECTRIC BICYCLES AND ELECTRIC SCOOTERS 5
6
WHEREAS, the Village of Hartland (“Village”) recognizes the increasing popularity of electric 7
bicycles (e-bikes) and electric scooters as convenient and accessible modes of transportation; and 8
WHEREAS, Wisconsin state law, specifically 2019 Wisconsin Act 34 and Wisconsin Statutes 9
Chapter 340, define and regulate electric bicycles, establishing a three-class system to ensure 10
their safe integration into public spaces; and 11
WHEREAS, the Village seeks to promote public safety, protect pedestrians and other roadway 12
users, and ensure the responsible operation of electric bicycles and electric scooters within its 13
jurisdiction; and 14
WHEREAS, the Village aims to align its regulations with state law to provide clear and 15
consistent guidelines for electric bicycle and electric scooter use; and 16
WHEREAS, the Village Board finds it necessary to establish local regulations to address specific 17
community needs, including restrictions on certain public ways and implement enforcement 18
mechanisms, while encouraging the use of electric bicycles and electric scooters as a sustainable 19
transportation option; 20
NOW, THEREFORE, the Village Board of the Village of Hartland, Wisconsin, does ordain 21
as follows: 22
SECTION 1: 23
Section ________________ of the Village of Hartland Municipal Code, Article ____________ 24
entitled Definitions" the definitions for bikeway," "electric bicycle," and "electric scooter" are 25
hereby created and placed in alphabetical order as follows: 26
Bikeway: A public path, trail, lane (not to include bike lane) or other way, including structures, 27
traffic control devices and related support facilities and parking areas, designated for use by 28
bicycles, electric scooters, electric personal assistive mobility devices, and other vehicles 29
propelled by human power, as defined in Wis. Stat. § 84.60. 30
Electric Bicycle (E-Bike): A bicycle equipped with fully operative pedals for propulsion by 31
human power and an electric motor of 750 watts or less that meets one of the following 32
classifications: 33
2
Class 1 Electric Bicycle: Equipped with a motor that provides assistance only when the rider is 34
pedaling and ceases to provide assistance when the bicycle reaches a speed of 20 miles per hour. 35
Class 2 Electric Bicycle: Equipped with a motor that may be powered solely by the motor 36
(throttle-actuated) and ceases to provide assistance when the bicycle reaches a speed of 20 miles 37
per hour. 38
Class 3 Electric Bicycle: Equipped with a motor that provides assistance only when the rider is 39
pedaling and ceases to provide assistance when the bicycle reaches a speed of 28 miles per hour. 40
Electric Scooter: A device weighing less than 100 pounds that has handlebars and an electric 41
motor, is powered solely by the electric motor and human power, and has a maximum speed of 42
not more than 20 miles per hour on a paved level surface when powered solely by the electric 43
motor. Electric scooter" does not include an electric personal assistive mobility device, 44
motorcycle, motor bicycle, electric bicycle or moped. 45
46
SECTION 2: 47
Sections _______________) of the Village of Hartland Municipal Code, is hereby created to 48
read as follows: 49
__________ Purpose. The purpose of this ordinance is to regulate the operation of electric 50
bicycles (e-bikes) and electric scooters within the Village of Hartland to ensure public safety, 51
promote responsible use, and align with Wisconsin state law as defined in Wisconsin Statutes 52
Chapter 340 and 2019 Wisconsin Act 34. 53
_________ Applicability. Electric bicycles and electric scooters, as defined in Section 54
__________, shall be regulated in the same manner as human-powered bicycles, except as 55
otherwise specified in the Village Code or restricted by state law. The provisions of Wisconsin 56
Statutes Chapters 346 and 347, and applicable Village ordinances, shall govern the operation of 57
electric bicycles and electric scooters where appropriate. 58
_________ Operation Regulations 59
1. General Rules: 60
Electric bicycles and electric scooters are permitted on all roadways, bikeways, bicycle lanes, 61
bicycle routes, and designated bicycle ways in the Village, unless otherwise restricted by this 62
code, other local regulations or posted signage, authorized by Village Board resolution, intended 63
to address specific ground conditions or ground improvements, levels of and potential conflict of 64
usage between pedestrians and individuals operating transport devices or vehicles regulated by 65
Wisconsin Statutes Chapters 346 and 347 needing additional specific area regulation imposed by 66
the adoption of resolutions authorizing the placement of mandatory signage. 67
Riders must comply with all traffic regulations applicable to bicycles, including yielding to 68
pedestrians and obeying traffic signals, as per Wis. Stat. § 346.803. 69
3
2. Class-Specific Restrictions: 70
Class 1 and Class 2 Electric Bicycles: Permitted on all designated bikeways and multi-use trails 71
unless restricted by signage or local ordinance. 72
Class 3 Electric Bicycles: Permitted on all designated bikeways and multi-use trails unless 73
restricted by signage or local ordinance. Riders must be at least 16 years of age to operate a Class 74
3 electric bicycle, as per Wis. Stat. § 346.806(4). 75
Electric Scooters: 76
(1) Are defined in Wis. Stat. sec, 340,01(15ps) and are prohibited on any roadway in the 77
Village having a speed limit of more than 25 miles per hour. 78
(2) May be operated on all sidewalks, bicycle ways, and recreation trails in the Village. 79
(3) Shall be parked in an upright position with both wheels in contact with the ground. 80
(4) Shall not be parked in or obstructing: accessible parking spaces, loading zones, curb 81
ramps, entryways, driveways, transit stops, street furniture requiring pedestrian access, or fire 82
hydrants. 83
(5) Where sidewalks are present, electric scooters may be parked on the sidewalk if not 84
impeding pedestrian traffic, or in designated bicycle racks. On blocks without sidewalks, parking 85
is permitted in the roadway if the travel lane and pedestrian way remain unobstructed. 86
(6) The Village may designate specific parking zones or corrals for electric scooters in high-87
traffic areas. 88
(7) Short-term commercial rental of electric scooters to the general public is prohibited. 89
3. Age Requirements: 90
No person under 16 years of age may operate a Class 3 electric bicycle. 91
A person under 16 years of age may ride as a passenger on a Class 3 electric bicycle designed to 92
accommodate a passenger. 93
4. Motor Power and Speed Limits: 94
Electric bicycles must have a motor of 750 watts or less and comply with federal regulations (16 95
CFR Part 1512). 96
Operation of an electric bicycle with throttle-only propulsion (Class 2) above 20 miles per hour 97
is prohibited, unless the vehicle is reclassified as a moped under Wis. Stat. § 340.01(29m). 98
5. Prohibited Areas 99
The Village Board may, by resolution, designate specific bikeways, trails, or areas where the 100
operation of electric bicycles (with the motor engaged) is prohibited. Such areas shall be clearly 101
marked with appropriate signage. 102
4
103
SECTION 3: SEVERABILITY If any provision of this ordinance is found to be invalid or 104
unconstitutional, or if the application of this ordinance to any person or circumstances is found to 105
be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect the other 106
provisions or applications of this ordinance, which can be given effect without the invalid or 107
unconstitutional provision or application. 108
109
SECTION 4: EFFECTIVE DATE This ordinance shall take effect upon its passage and 110
publication as required by law. 111
112
Adopted by the Village Board of the Village of Hartland, Wisconsin, this ____day of June, 2026. 113
114
Village of Hartland 115
116
By: ______________________________ 117
Jeffery Pfannerstill, Village President 118
119
ATTEST: 120
By:________________________________ 121
Sandee Policello, Village Clerk 122
123
Source: Village of Hartland website. First collected Oct 7, 2026.