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The Docket · Government Meeting · DKT-2026-001851

On the agenda: Waupun meeting — data center (Sep 14)

⚠ Agenda Watch  Waupun, Wisconsin · Monday, September 14, 2026 — in 3 days

About this record

The published agenda for this September 14 meeting contains: "data center". This is the public record BEFORE the vote — read the document, then show up. Public comment is where cancellations start.

WhenMonday, September 14, 2026
Check the agenda document for the meeting time.
WhereWaupun, Wisconsin
Money$392,900 on the table
On the record“data center”

The agenda, word for word

Government public record — the full text of the published document, archived September 11, 2026. Gold highlighting of key terms is ours, not the original’s. Read the original document ↗

50 pages · scroll to read
Page 1 of 50

AGENDA
WAUPUN UTILITIES COMMISSION MEETING
817 S. Madison Street
Monday, September 14, 2026 at 4:00 PM

There is a regular commission meeting scheduled for Monday, September 14, 2026 at 4:00 p.m. at
the Waupun Utilities Administrative Building, with option to join via virtual and teleconference.
Instructions to join the meeting are provided below:
JOIN ZOOM MEETING
https://us02web.zoom.us/j/89819520743?pwd=amNEeGRJTzBNaVdhUHhpcUdDNGNwdz09
By Phone: 1 312 626 6799
Meeting ID: 898 1952 0743
Passcode: 061341
CALL TO ORDER
ROLL CALL OF COMMISSIONERS
PERSONS WISHING TO ADDRESS COMMISSION – State name, address, and subject of comments (2 Minutes)
CONSIDERATION - ACTION
1. Approval of Minutes from August 10, 2026
2. Approval of August 2026 Accounts Payable
3. Finance Director Report and Approval of Monthly Financial Results
4. Discussion / Approval of PGS1 Tariff Group Filing with PSCW
DISCUSSION - REVIEW
5. Substation Transformer Update
DEPARTMENT REPORTS
6. General Manager Report
7. Electric Operations Report
8. Treatment Facilities Report
9. Water and Sewer Operations Report
10. Energy Services Manager Report
ADJOURNMENT
Upon reasonable notice, efforts will be made to accommodate disabled individuals through
appropriate aids and services. For additional information, contact the General Manager at 920324-7920.

Page 2 of 50

Minutes of a Regular Meeting of the
Waupun Utilities Commission
Monday, August 10, 2026
Meeting called to order by President Heeringa at 4:00 p.m.
Present: Commissioners Daane (virtual), Heeringa, Homan (virtual), Mielke, Siebers, and
Thurmer, and Mayor Bishop
Absent with notice: Commissioner Kunz
Alderman Kaczmarski, Chelsea Lisowe of WPPI, and Jason Whitford (virtual) were present as
visitors.
Mike Peters, President & CEO of WPPI Energy, was present to provide an overview of WPPI’s
member-driven mission, including its member-owned and member-governed structure, member
benefits, customer benefits, and the proposed member contract extension, which would extend
the current contract term from 2055 to 2073.
In continuation of the discussion regarding the WPPI contract extension, General Manager
Brooks presented a resolution recommending that the Waupun Common Council approve
Amendment No. 3 to the Long Term Power Supply Contract for Participating Members. Motion
by Thurmer, seconded by Mielke, and unanimously carried on roll call vote, 4 aye, 0 nay, to
approve the resolution. Daane – aye, Mielke – aye, Siebers – aye, and Thurmer – aye.
Motion made by Thurmer, seconded by Siebers, and unanimously carried to approve the minutes
from the July 13, 2026 meeting.
Motion by Siebers, seconded by Thurmer, and unanimously carried to approve the bills for the
month of July 2026 as presented.
On motion by Siebers, seconded by Mielke, and unanimously carried, year-to-date financial
reports through June 2026 were approved as presented by Finance Director Stanek. Electric
operating income was $392,900. Water operating income was $260,800. Sewer operating income
was $41,700.
General Manager Brooks presented highlights from his monthly report, including the July 15
MISO emergency event and peak load response, current hiring efforts and an internal promotion,
an update regarding the Comtech substation transformer failure, cybersecurity threats, and an
upcoming conference.
Electric Operations Superintendent Vande Kolk reported on outages, the mutual aid response in
Menasha, upcoming developments and planning, and WPPI GIS and Meter Tech services being
utilized. Three crew members provided mutual aid assistance in Menasha from July 27–30, with
one crew member remaining through August 6.
Treatment Facilities Superintendent Sytsma reported on operations and maintenance activities at
the water and wastewater treatment facilities, including water tower inspections, a water main

Page 3 of 50

Waupun Utilities Commission
August 10, 2026 Meeting Minutes
Page 2

break, an internal staff promotion, Youth Apprentice training, Building #15 roof replacement,
and preventative maintenance in the process building. Ben Smith has been promoted to
Water/Wastewater Facilities Operator – Lead.
General Manager Brooks provided a brief overview of the Water and Sewer Operations Report,
noting that work on the Alley Way project is progressing well and commending staff for their
efforts and coordination with contractors.
Motion by Thurmer, seconded by Mielke, and unanimously carried to adjourn the meeting at
5:32 p.m.
The next regular commission meeting will be held on September 14, 2026, at 4:00 p.m.
Jen Benson
Office & Customer Service Supervisor

Page 4 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

51346

08/19/2026

ACTIVE OUTFITTERS
700

8/19/2026 OFFICE CLOTHING ALLOCATION

08/19/2026

Total ACTIVE OUTFITTERS:

488.00

488.00

488.00

488.00

AIRGAS USA INC
855

5526230077 ACETYLENE/OXYGEN/NITROGEN-E

08/11/2026

69.62

69.62

51331

08/11/2026

5526230077 ACETYLENE/OXYGEN/NITROGEN-W

08/11/2026

69.62

69.62

51331

08/11/2026

5526230077 ACETYLENE/OXYGEN/NITROGEN-S

08/11/2026

69.61

69.61

51331

08/11/2026

208.85

208.85

08/11/2026

Total AIRGAS USA INC:
ALLIANT ENERGY
900

183035.07312026

GAS UTILITY - WATER PLANT

08/11/2026

219.74

219.74 81120261

3261389217.07312

WWTF- PROCESS BLD, GREEN HOUSE AND PUMP BLD

08/11/2026

209.37

209.37 81120261

08/11/2026

43700000.0731202

GAS UTIL BILL @ N2721 FDL ST - ADMIN/DIGESTER BLD

08/11/2026

227.56

227.56 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 2% E

08/11/2026

1.20

1.20 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 2% S

08/11/2026

1.20

1.20 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 2% W

08/11/2026

1.20

1.20 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 27% E

08/11/2026

16.20

16.20 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 27% S

08/11/2026

16.20

16.20 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 27% W

08/11/2026

16.19

16.19 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 4% S

08/11/2026

2.40

2.40 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 4% W

08/11/2026

2.40

2.40 81120261

08/11/2026

590516.07312026

SPLIT DISTRIBUTION- MAIN BLD - 5% E

08/11/2026

3.00

3.00 81120261

08/11/2026

80105.07312026

GAS UTILITY FOR WELLHOUSE #5

08/11/2026

14.70

14.70 81120261

08/11/2026

931084.07312026

GAS UTIL @ N2721 FDL ST - FILTER & DEWATERING BLD

08/11/2026

50.64

50.64 81120261

08/11/2026

782.00

782.00

Total ALLIANT ENERGY:
AMAZON CAPITAL SERVICES
1015

11YJ-QKKF-3RDV

(3) RATCHET STRAPS FOR UNITS 171 & 172

08/28/2026

170.97

170.97

1182

08/28/2026

13FT-TNJF-1HP9

WWTF - AIR FRESHNER'S

08/28/2026

20.49

20.49

1182

08/28/2026
08/28/2026

13FT-TNJF-1HP9

MAIN BLD OFFICE SUPPLES

08/28/2026

16.32

16.32

1182

13FT-TNJF-1HP9

MAIN BLD OFFICE SUPPLES

08/28/2026

12.25

12.25

1182

08/28/2026

13FT-TNJF-1HP9

MAIN BLD OFFICE SUPPLES

08/28/2026

12.24

12.24

1182

08/28/2026
08/28/2026

13FT-TNJF-1HP9

IPAD CASE FOR LINEMAN APPRENTICE

08/28/2026

23.99

23.99

1182

14LF-VQV4-PR16

SAFETY GLASSES ELECTRIC

08/11/2026

211.71

211.71

1162

08/11/2026

191J-GGFY-GNNX

WWTP SLUDGE STORAGE LEVEL TRANSMITTER

08/11/2026

32.51

32.51

1162

08/11/2026

1LYP-TYQX-YRY9

MAIN BLD SANITARY SUPPLIES

08/28/2026

15.58

15.58

1182

08/28/2026

1LYP-TYQX-YRY9

MAIN BLD SANITARY SUPPLIES

08/28/2026

16.11

16.11

1182

08/28/2026

1LYP-TYQX-YRY9

MAIN BLD SANITARY SUPPLIES

08/28/2026

20.27

20.27

1182

08/28/2026

WWTP ROLLER BRACKETS

08/11/2026

134.95

134.95

1162

08/11/2026

687.39

687.39

1MYW-N7WD-RFP

Total AMAZON CAPITAL SERVICES:
AT&T MOBILITY
1560 287362417474X072

CELLPHONE MONTHLY EXPENSES-E

08/11/2026

124.74

124.74 81120262

08/11/2026

287362417474X072

CELLPHONE MONTHLY EXPENSES-W

08/11/2026

77.84

77.84 81120262

08/11/2026

287362417474X072

CELLPHONE MONTHLY EXPENSES-S

08/11/2026

77.36

77.36 81120262

08/11/2026

279.94

279.94

Total AT&T MOBILITY:
BATTERIES PLUS LLC
2480

1

Sep 08, 2026 01:05PM

P93782742 OFFICE BATTERIES (AA & AAA)

08/11/2026

14.69

14.69

1163

08/11/2026

P93782742 OFFICE BATTERIES (AA & AAA)

08/11/2026

15.18

15.18

1163

08/11/2026

P93782742 OFFICE BATTERIES (AA & AAA)

08/11/2026

19.09

19.09

1163

08/11/2026

Page 5 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

1164

08/11/2026

1183

08/28/2026

51332

08/11/2026

Total BATTERIES PLUS LLC:

48.96

48.96

412.70

412.70

412.70

412.70

175.00

175.00

175.00

175.00

150.00

150.00

150.00

150.00

BORDER STATES ELECTRIC SUPPLY
3300

932916569 FUSE LINK BOXES (159))

08/11/2026

Total BORDER STATES ELECTRIC SUPPLY:
BROOKS SHOES & REPAIR
3550

58657 SAFETY BOOTS FOR DAVID SCHLICHTING

08/28/2026

Total BROOKS SHOES & REPAIR:
BYTEC RESOURCE MANAGEMENT
3900

0024434-IN ALGAE DISPOSAL ON 7/16/26

08/11/2026

Total BYTEC RESOURCE MANAGEMENT:
CAREW CONCRETE & SUPPLY CO
5600

1344817 AG- 3/4" CRUSHER

08/11/2026

254.27

254.27

1165

08/11/2026

1344817 AG- 3/4" CRUSHER

08/11/2026

254.27

254.27

1165

08/11/2026

1344817 AG- 3/4" CRUSHER

08/11/2026

254.26

254.26

1165

08/11/2026

1345026 AG- 3/4" CRUSHER (QTY 53T)

08/28/2026

425.04

425.04

1184

08/28/2026

1,187.84

1,187.84

3,400.00

3,400.00

51348

08/28/2026

3,400.00

3,400.00

Total CAREW CONCRETE & SUPPLY CO:
CENTRAL CABLE CONTRACTORS INC
5750

11057 BORE (1) 2' HDPE CONDUIT (200 FT)- 602 HOARD RD

08/28/2026

Total CENTRAL CABLE CONTRACTORS INC:
COLUMN SOFTWARE PBC
6115

A1CF33FA-0026

RFP BID AD FOR COMMERCIAL BLD BASE

08/28/2026

107.27

107.27

1186

08/28/2026

A1CF33FA-0027

MNTHLY MEETING MINS-E

08/28/2026

44.43

44.43

1186

08/28/2026

A1CF33FA-0027

MNTHLY MEETING MINS-W

08/28/2026

35.31

35.31

1186

08/28/2026

A1CF33FA-0027

MNTHLY MEETING MINS-S

08/28/2026

34.17

34.17

1186

08/28/2026

A1CF33FA-0028

BID AD FOR VOLTAGE REGULATOR - NEW SUB

08/28/2026

102.05

102.05

1186

08/28/2026

A1CF33FA-0029

BID AD FOR 15KV BREAKERS - MAIN SUB

08/28/2026

100.30

100.30

1186

08/28/2026

423.53

423.53

Total COLUMN SOFTWARE PBC:
CORE & MAIN LP
6310

Z466315 1" IPEARL WATER METER (1)

08/11/2026

270.00

270.00

1166

08/11/2026

Z466315 METER SHIPPING

08/11/2026

28.14

28.14

1166

08/11/2026

298.14

298.14

56.00

56.00

1187

08/28/2026

56.00

56.00

608.80

608.80

51333

08/11/2026

608.80

608.80

Total CORE & MAIN LP:
CT LABORATORIES
6610

207243 NITROGEN, NITROGEN KJE T, NO2+NO3 TESTING TOTAL

08/28/2026

Total CT LABORATORIES:
DEVRIES WELDING LLC
7100

03144 CLARIFIER COVERS (4)

Total DEVRIES WELDING LLC:

08/11/2026

2

Sep 08, 2026 01:05PM

Page 6 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

51334

08/11/2026

51335

08/11/2026

DIGGERS HOTLINE INC.
7300

260731801 MONTHLY LOCATE TICKET CHRGS

08/11/2026

Total DIGGERS HOTLINE INC.:

296.40

296.40

296.40

296.40

250.00

250.00

250.00

250.00

ENVISION GREATER FOND DU LAC
8520 WBA GOLF SPONS

2026 WAUPUN BUISNESS ALLIANCE GOLF SPONSORSHI

08/11/2026

Total ENVISION GREATER FOND DU LAC:
FABICK RENTAL
9155

SIMS0114754 #5 COMPACTOR VIB PLATE REPAIR

08/11/2026

1,813.69

1,813.69

51336

08/11/2026

SIMS0114754 #5 COMPACTOR VIB PLATE REPAIR

08/11/2026

1,813.70

1,813.70

51336

08/11/2026

SIMS0114756 #5 COMPACTOR VIB PLATE REPAIR

08/11/2026

1,011.65

1,011.65

51336

08/11/2026

SIMS0114756 #5 COMPACTOR VIB PLATE REPAIR

08/11/2026

1,011.65

1,011.65

51336

08/11/2026

5,650.69

5,650.69

Total FABICK RENTAL:
MARTENS ACE HARDWARE
9200

252516 UNIT 172 ELECTRIC TOOLS - LADDER

08/11/2026

349.99

349.99

1173

08/11/2026

252601 PIPE REPAIR MATERIALS - WTF

08/11/2026

63.57

63.57

1173

08/11/2026
08/28/2026

252653 WATER PLANT TUBING FOR LAB SINK

08/28/2026

15.98

15.98

1196

252720 PVC FOR WWTP PROCESS BLDING STRAINER DRAIN

08/28/2026

38.96

38.96

1196

08/28/2026

252795 BATTERY & BUSHINGS FOR WWTP PROCESS BLDING ST

08/28/2026

8.98

8.98

1196

08/28/2026

252844 CONNECTORS, COUPLINGS, PVC

08/28/2026

51.93

51.93

1196

08/28/2026

52604 JOINT COMPOUND - COPPER PIPE REPAIR - WTF

08/11/2026

8.99

8.99

1173

08/11/2026

538.40

538.40

Total MARTENS ACE HARDWARE:
FORSTER ELECTRICAL ENGINEERING
9885

27802 NEW SUBSTATION - ENGINEERING

08/11/2026

51,123.75

51,123.75

1167

08/11/2026

27827 TEMP TRANSFORMER EVAL - COMTECH SUB FAULT

08/11/2026

14,749.25

14,749.25

1167

08/11/2026

27873 COMTECH SUB XFMR REPLACEMENT ANALYSIS

08/11/2026

7,631.25

7,631.25

1167

08/11/2026

27916 NEW BUSINESS PARK SUB - ENGINEERING

08/11/2026

12,146.00

12,146.00

1167

08/11/2026

85,650.25

85,650.25

Total FORSTER ELECTRICAL ENGINEERING:
FOX COMPUTER & NETWORKING INC
9920

340319 UPS SHIPPING - ALGAE SAMPLE FOR TESTING

08/28/2026

23.63

23.63

1188

08/28/2026

340320 SHIP REMOTE FOR DIGGER TRUCK UNIT 150

08/28/2026

115.30

115.30

1188

08/28/2026

138.93

138.93

Total FOX COMPUTER & NETWORKING INC:
GFL ENVIRONMENTAL
11300

U90000335519

DUMPSTER - OFFICE BLDG-E 40%

08/28/2026

346.90

346.90

1189

08/28/2026

U90000335519

DUMPSTER - OFFICE BLDG-S 30%

08/28/2026

260.17

260.17

1189

08/28/2026

U90000335519

DUMPSTER - OFFICE BLDG-W 30%

08/28/2026

260.17

260.17

1189

08/28/2026

U90000335757

DUMPSTER - WWTP

08/28/2026

4,205.69

4,205.69

1189

08/28/2026

5,072.93

5,072.93

Total GFL ENVIRONMENTAL:
GORDON FLESCH COMPANY INC
11325

3

Sep 08, 2026 01:05PM

IN15719854 MTHLY CLICK COUNTS -E (39%)

08/28/2026

18.92

18.92

1190

08/28/2026

IN15719854 MTHLY CLICK COUNTS -S (30%)

08/28/2026

14.56

14.56

1190

08/28/2026

IN15719854 MTHLY CLICK COUNTS -W (31%)

08/28/2026

15.04

15.04

1190

08/28/2026

Page 7 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

Total GORDON FLESCH COMPANY INC:

48.52

48.52

GRAINGER
11400

9024521917 WWTP PVC & VALVES

08/11/2026

389.53

389.53

1168

08/11/2026

9027212001 REPAIR CHEMICAL FEED COPPER LINES - WATER PLAN

08/11/2026

63.82

63.82

1168

08/11/2026

9045065225 2" X 1 1/2" GALVANIZE BUSHING (24)

08/28/2026

271.20

271.20

1191

08/28/2026

724.55

724.55

Total GRAINGER:
GUENTHER SUPPLY INC
11700

INV-550421 ABNR - PARTS FOR DISCHARGE CONE FOR CENTRIFUG

08/28/2026

82.44

82.44

1192

08/28/2026

INV-550521 ABNR-ITEMS FOR DISCHARGE CONE FOR CENTRIFUGE

08/28/2026

124.09

124.09

1192

08/28/2026

206.53

206.53

Total GUENTHER SUPPLY INC:
HYDROCORP LLC
13985

CI-14525 CROSS CNNCTN CONTROL PROG & INSP/REP SERV

08/11/2026

1,304.00

1,304.00

1169

08/11/2026

CI-14528 CROSS CNNCTN CONTROL PROG & INSP/REP SERV

08/11/2026

950.00

950.00

1169

08/11/2026

CI-15127 CROSS CNNCTN CONTROL PROG & INSP (NON-RES)

08/28/2026

1,304.00

1,304.00

1193

08/28/2026

CI-15130 CROSS CNNCTN CONTROL PROG & INSP (RESIDENTIAL)

08/28/2026

950.00

950.00

1193

08/28/2026

4,508.00

4,508.00

Total HYDROCORP LLC:
ICS MEDICAL ANSWERING SERVICE LLC
14120

251800101101 ANSWERING SERVICE - E

08/11/2026

149.53

149.53

1170

08/11/2026

251800101101 ANSWERING SERVICE - W

08/11/2026

118.85

118.85

1170

08/11/2026

251800101101 ANSWERING SERVICE - S

08/11/2026

115.02

115.02

1170

08/11/2026

252100101101 ANSWERING SERVICE - E

08/11/2026

118.41

118.41

1170

08/11/2026

252100101101 ANSWERING SERVICE - W

08/11/2026

94.12

94.12

1170

08/11/2026

252100101101 ANSWERING SERVICE - S

08/11/2026

91.09

91.09

1170

08/11/2026

687.02

687.02

Total ICS MEDICAL ANSWERING SERVICE LLC:
INFOSEND INC
14490

315829 BILL PRINT & POSTAGE-E (39%)

08/11/2026

5.87

5.87

1171

08/11/2026

315829 BILL PRINT & POSTAGE-S (30%)

08/11/2026

4.51

4.51

1171

08/11/2026

315829 BILL PRINT & POSTAGE-W (31%)

08/11/2026

4.66

4.66

1171

08/11/2026

15.04

15.04

Total INFOSEND INC:
STUART IRBY CO LLC
14890

S014613445.002

URD TERMINATORS - 4/0 - 500 (3)

08/11/2026

705.00

705.00

1178

08/11/2026

S014676493.001

1/0 STR ALUM URD PRIMARY (2760)

08/11/2026

13,496.40

13,496.40

1178

08/11/2026

14,201.40

14,201.40

Total STUART IRBY CO LLC:
ITU ABSORB TECH INC.
14950

8777576 SHOP TOWELS MTHLY RENTAL FEE-E

08/28/2026

14.48

14.48

1194

08/28/2026

8777576 SHOP TOWELS MTHLY RENTAL FEE-S

08/28/2026

14.47

14.47

1194

08/28/2026

8777576 SHOP TOWELS MTHLY RENTAL FEE-W

08/28/2026

14.48

14.48

1194

08/28/2026

8777577 SHOP TOWELS FOR WWTP

08/28/2026

25.61

25.61

1194

08/28/2026

69.04

69.04

26.02

26.02

1172

08/11/2026

Total ITU ABSORB TECH INC.:
J & H CONTROLS INC
16000

10000028396 BUILDING PREVENTATIVE MAINT.- WWTP REFRIGERANT

08/11/2026

4

Sep 08, 2026 01:05PM

Page 8 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

10000028451 BUILDING PREVENTATIVE MAINT. - E

08/28/2026

209.20

209.20

1195

08/28/2026

10000028451 BUILDING PREVENTATIVE MAINT. - S

08/28/2026

156.90

156.90

1195

08/28/2026

10000028451 BUILDING PREVENTATIVE MAINT. - W

08/28/2026

156.90

156.90

1195

08/28/2026

10000028452 BUILDING MAINT MTHLY CHRG-WTP

08/28/2026

199.00

199.00

1195

08/28/2026

748.02

748.02

Total J & H CONTROLS INC:
KNOWLES PRODUCE & TRADING CO
17650

CT47695 #19 LAWNMOWER PARTS

08/28/2026

33.64

33.64

51349

08/28/2026

CT47695 #19 LAWNMOWER PARTS

08/28/2026

33.64

33.64

51349

08/28/2026

CT47695 #19 LAWNMOWER PARTS

08/28/2026

33.64

33.64

51349

08/28/2026

100.92

100.92

3,247.48

3,247.48

51337

08/11/2026

3,247.48

3,247.48

Total KNOWLES PRODUCE & TRADING CO:
MARTELLE WATER TREATMENT INC.
20250

32100 CASTIC SODA 50% BULK - WTF (WATER PH ADJUSTMEN

08/11/2026

Total MARTELLE WATER TREATMENT INC.:
NAPA AUTO PARTS
30900

472435 UNIT 23 OIL FILTER

08/11/2026

28.14

28.14

1174

08/11/2026

472435 UNIT 23 OIL FILTER

08/11/2026

28.13

28.13

1174

08/11/2026

472435 UNIT 23 OIL FILTER

08/11/2026

28.13

28.13

1174

08/11/2026

472455 UNIT 23 MINITURE LIGHTBULBS

08/11/2026

9.81

9.81

1174

08/11/2026

472455 UNIT 23 MINITURE LIGHTBULBS

08/11/2026

9.81

9.81

1174

08/11/2026

472455 UNIT 23 MINITURE LIGHTBULBS

08/11/2026

9.81

9.81

1174

08/11/2026

472983 SHOP TOWELS

08/28/2026

116.60

116.60

1197

08/28/2026

472983 SHOP TOWELS

08/28/2026

116.60

116.60

1197

08/28/2026

472983 SHOP TOWELS

08/28/2026

116.60

116.60

1197

08/28/2026

473696 UNIT 146 OIL

08/28/2026

8.13

8.13

1197

08/28/2026

473696 UNIT 146 OIL

08/28/2026

8.13

8.13

1197

08/28/2026

479.89

479.89

270.00

270.00

1198

08/28/2026

270.00

270.00

Total NAPA AUTO PARTS:
NORTH SHORE ANALYTICAL INC.
38500

15517 EFFLUENT & INFLUENT TESTING - WWTF

08/28/2026

Total NORTH SHORE ANALYTICAL INC.:
ODP BUSINESS SOLUTIONS LLC
38877

475409877.001

MAIN BUILDING OFFICE SUPPLIES - E

08/28/2026

75.51

75.51

1199

08/28/2026

475409877.001

MAIN BUILDING OFFICE SUPPLIES - W

08/28/2026

60.02

60.02

1199

08/28/2026

475409877.001

MAIN BUILDING OFFICE SUPPLIES-S

08/28/2026

58.09

58.09

1199

08/28/2026

193.62

193.62

Total ODP BUSINESS SOLUTIONS LLC:
ONLINE INFORMATION SERVICES
38940

1405896 ONLINE UTILITY EXCHANGE-E

08/11/2026

13.30

13.30 81120263

08/11/2026

1405896 ONLINE UTILITY EXCHANGE-W

08/11/2026

10.58

10.58 81120263

08/11/2026

1405896 ONLINE UTILITY EXCHANGE-S

08/11/2026

10.24

10.24 81120263

08/11/2026

34.12

34.12

Total ONLINE INFORMATION SERVICES:
ONSOLVE, LLC
38955

5

Sep 08, 2026 01:05PM

15374191 ONE CALL NOW CALL CREDITS - 2,000 MSGS

08/28/2026

117.00

117.00

1200

08/28/2026

15374191 ONE CALL NOW CALL CREDITS - 2,000 MSGS

08/28/2026

93.00

93.00

1200

08/28/2026

15374191 ONE CALL NOW CALL CREDITS - 2,000 MSGS

08/28/2026

90.00

90.00

1200

08/28/2026

Page 9 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

Total ONSOLVE, LLC:

300.00

300.00

O'REILLY AUTO PARTS
38970

2391-242939 BATTERY UNIT 8

08/11/2026

32.94

32.94

1175

08/11/2026

2391-242939 BATTERY UNIT 8

08/11/2026

32.94

32.94

1175

08/11/2026

2391-242939 BATTERY UNIT 8

08/11/2026

32.93

32.93

1175

08/11/2026

98.81

98.81

Total O'REILLY AUTO PARTS:
PAYMENT SERVICE NETWORK
40285

328181 RT17076-CREDIT CARD FEES-E 65%

08/11/2026

614.64

614.64 81120264

08/11/2026

328181 RT17076-CREDIT CARD FEES-S 17%

08/11/2026

160.75

160.75 81120264

08/11/2026

328181 RT17076-CREDIT CARD FEES-W 18%

08/11/2026

170.21

170.21 81120264

08/11/2026

328801 RT28446-CREDIT CARD FEES-E 38%

08/11/2026

2.09

2.09 81120264

08/11/2026

328801 RT28446-CREDIT CARD FEES-S 37%

08/11/2026

2.03

2.03 81120264

08/11/2026

328801 RT28446-CREDIT CARD FEES-W 25%

08/11/2026

1.38

1.38 81120264

08/11/2026

Total PAYMENT SERVICE NETWORK:

951.10

951.10

PIGGLY WIGGLY
41200

2027 COMMISSION MEETING SUPPLIES

08/11/2026

4.67

4.67

51338

08/11/2026

2027 COMMISSION MEETING SUPPLIES

08/11/2026

3.72

3.72

51338

08/11/2026

2027 COMMISSION MEETING SUPPLIES

08/11/2026

3.60

3.60

51338

08/11/2026

11.99

11.99

3,000.00

3,000.00

1201

08/28/2026

3,000.00

3,000.00

Total PIGGLY WIGGLY:
POWER SYSTEM ENGINEERING INC
42800

9065147 EDIT '26 ELEC SERV MANUAL, PE REVIEW

08/28/2026

Total POWER SYSTEM ENGINEERING INC:
PRIMUS MARKETING GROUP INC
43375

PM26050 ELECTRIC METERS - 12S (96)

08/19/2026

19,728.00

19,728.00

51347

08/19/2026

PM26050 TARIFF SURCHARGE ON 96 EL METERS

08/19/2026

592.32

592.32

51347

08/19/2026

20,320.32

20,320.32

1,113.00

1,113.00

51339

08/11/2026

1,113.00

1,113.00

08/11/2026

Total PRIMUS MARKETING GROUP INC:
PT TIRE & SERVICE CORP
43900

31700 POLE TRAILER TIRES

08/11/2026

Total PT TIRE & SERVICE CORP:
RESCO
46400

3123660 FIBERGLASS CROSSARM & HARDWARE (2)

08/11/2026

1,944.00

1,944.00

1176

3123905 HOFFMAN SAFETY CLOTHES

08/11/2026

163.98

163.98

1176

08/11/2026

312550 TOOLS FOR TRUCKS 171 & 172

08/28/2026

1,240.81

1,240.81

1202

08/28/2026

3126243 (2) UNIVERSAL FOR SQUARE POLE TOOLS FOR UNITES

08/28/2026

125.42

125.42

1202

08/28/2026

3126244 (2) POLE SAW ATTACHMENTS FOR UNITS 171 & 172

08/28/2026

93.39

93.39

1202

08/28/2026

3,567.60

3,567.60

2,912.47

2,912.47

1177

08/11/2026

2,912.47

2,912.47

Total RESCO:
SEERA
51535 WAUPUN/JULY 202
Total SEERA:

"WAUPUN" FOCUS PROGRAM FEE

08/11/2026

6

Sep 08, 2026 01:05PM

Page 10 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

CHARTER COMMUNICATIONS
52500

171156801080726

WASTEWATER VOICE SERV

08/28/2026

94.60

94.60

1185

08/28/2026

171156801080726

WATER PLANT VOICE SERV

08/28/2026

94.60

94.60

1185

08/28/2026

171156801080726

MONTHLY SERVICE EXP-S

08/28/2026

82.68

82.68

1185

08/28/2026

171156801080726

MONTHLY SERVICE EXP-W

08/28/2026

85.44

85.44

1185

08/28/2026

171156801080726

MONTHLY SERVICE EXP -E

08/28/2026

107.49

107.49

1185

08/28/2026

171156801080726

INTERNET SERVICES-E

08/28/2026

112.44

112.44

1185

08/28/2026

171156801080726

INTERNET SERVICES-S

08/28/2026

86.49

86.49

1185

08/28/2026

171156801080726

INTERNET SERVICES-W

08/28/2026

89.37

89.37

1185

08/28/2026

753.11

753.11

Total CHARTER COMMUNICATIONS:
SPEE-DEE
52600

1518561 SERVICE CHRG FOR WATER SAMPLES

08/11/2026

56.52

56.52

51340

08/11/2026

1530463 SERVICE CHRG FOR WATER SAMPLES

08/28/2026

95.61

95.61

51350

08/28/2026

152.13

152.13

105.17

105.17

1179

08/11/2026

105.17

105.17

35.00

35.00

51351

08/28/2026

35.00

35.00

Total SPEE-DEE:
SUPERIOR CHEMICAL LLC
54200

446400 BREAK AWAY LUBRICANT

08/11/2026

Total SUPERIOR CHEMICAL LLC:
SWD LABS
54900

10149 COLIFORM BACTERIA ANALYSIS @ PRISON TANK

08/28/2026

Total SWD LABS:
TERMINATOR PEST CONTROL
55950

268551 PEST CONTROL MAINT TO MAIN BLDG-E

08/28/2026

66.00

66.00

51352

08/28/2026

268551 PEST CONTROL MAINT TO MAIN BLDG-S

08/28/2026

49.50

49.50

51352

08/28/2026

268551 PEST CONTROL MAINT TO MAIN BLDG-W

08/28/2026

49.50

49.50

51352

08/28/2026

268899 PEST CONTROL AT WATER PLANT

08/28/2026

138.00

138.00

51352

08/28/2026

303.00

303.00

Total TERMINATOR PEST CONTROL:
TRUCLEANERS LLC
58700

JULY 2026 MONTHLY CLEANING SERVICE - E

08/11/2026

409.50

409.50

1180

08/11/2026

JULY 2026 MONTHLY CLEANING SERVICE - W

08/11/2026

325.50

325.50

1180

08/11/2026

JULY 2026 MONTHLY CLEANING SERVICE - S

08/11/2026

315.00

315.00

1180

08/11/2026

1,050.00

1,050.00

Total TRUCLEANERS LLC:
USA BLUE BOOK
59600

INV01133310 FREIGHT (MARKING PAINT)

08/28/2026

64.75

64.75

1203

08/28/2026

INV01133310 FREIGHT (MARKING PAINT)

08/28/2026

64.75

64.75

1203

08/28/2026

INV01133310 GREEN MARKING PAINT

08/28/2026

439.18

439.18

1203

08/28/2026

INV01133310 BLUE MARKING PAINT

08/28/2026

219.59

219.59

1203

08/28/2026

INV01133310 BLUE MARKING PAINT

08/28/2026

219.59

219.59

1203

08/28/2026

1,007.86

1,007.86

22,659.21

22,659.21

51354

08/28/2026

22,659.21

22,659.21

Total USA BLUE BOOK:
UTILITY SERVICE CO. INC.
59800

653344 ANNUAL MAINT PGRM - PEDISPHERE TOWER TANK #2 P

Total UTILITY SERVICE CO. INC.:

08/28/2026

7

Sep 08, 2026 01:05PM

Page 11 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

51353

08/28/2026

51341

08/11/2026

US CARGO CONTROL
59980

797045 (4) WINCH STRAPS & (12) D-RING & TOP CAP FOR UNITS

08/28/2026

Total US CARGO CONTROL:

157.33

157.33

157.33

157.33

516.97

516.97

516.97

516.97

VAN BUREN, JEROME and/or SANDRA
60800 JULY 2026 SOLAR

SOLAR CREDIT 7/26

08/11/2026

Total VAN BUREN, JEROME and/or SANDRA:
WAUPUN, CITY OF
74400

1782 OPEB GASB 75 - USI CONSULTING

08/11/2026

810.00

810.00

1181

08/11/2026

1782 OPEB GASB 75 - USI CONSULTING

08/11/2026

837.00

837.00

1181

08/11/2026

1782 OPEB GASB 75 - USI CONSULTING

08/11/2026

1,053.00

1,053.00

1181

08/11/2026

1783 EMPLOYEE CLINIC-E (38%)

08/11/2026

831.85

831.85

1181

08/11/2026

1783 EMPLOYEE CLINIC-S (37%)

08/11/2026

809.97

809.97

1181

08/11/2026

1783 EMPLOYEE CLINIC-W (25%)

08/11/2026

547.28

547.28

1181

08/11/2026

1786 ALLEY PROJECT CONSTRUCTION PMT#1

08/11/2026

171,464.75

171,464.75

1181

08/11/2026

1786 ALLEY PROJECT CONSTRUCTION PMT#1

08/11/2026

9,067.75

9,067.75

1181

08/11/2026

1789_AUGUST 202

BASIC GROUP LIFE INS PREMIUM

08/28/2026

308.29

308.29

1204

08/28/2026

1789_AUGUST 202

EMPLOYER CONTRIBUTION 20% - S

08/28/2026

13.12

13.12

1204

08/28/2026

1789_AUGUST 202

EMPLOYER CONTRIBUTION 20% - W

08/28/2026

13.56

13.56

1204

08/28/2026

1789_AUGUST 202

EMPLOYER CONTRIBUTION 20% - E

08/28/2026

17.06

17.06

1204

08/28/2026

PILOT AUGUST 20

2026 PILOT - WATER

08/11/2026

26,433.00

26,433.00

1181

08/11/2026

PILOT AUGUST 20

2026 PILOT - ELECTRIC

08/11/2026

21,471.00

21,471.00

1181

08/11/2026

STORMWATER JUL STORMWATER RECEIPTS

08/11/2026

51,323.91

51,323.91

1181

08/11/2026

TRASH JULY 2026

08/11/2026

50,235.63

50,235.63

1181

08/11/2026

335,237.17

335,237.17

TRASH/RECYCLING COLLECTION

Total WAUPUN, CITY OF:
WEX BANK
79930

114226286 FUEL VEHICLE EXPENSE - E

08/11/2026

1,829.91

1,829.91 81120265

08/11/2026

114226286 FUEL VEHICLE EXPENSE - W

08/11/2026

966.50

966.50 81120265

08/11/2026

114226286 FUEL VEHICLE EXPENSE - S

08/11/2026

1,712.46

1,712.46 81120265

08/11/2026

4,508.87

4,508.87

Total WEX BANK:
WISCONSIN RURAL WATER ASSOC
88200 SCHLIGHTING - G

SCHLIGHTING GROUNDWATER TRAINING

08/11/2026

125.00

125.00

51343

SCHLIGHTING - H2

SCHLIGHTING DRINKING WATER TREATMENT & DIST

08/11/2026

125.00

125.00

51343

08/11/2026

SCHLIGHTING O&

SCHLIGHTING - MATH & O&M REGULATIONS

08/11/2026

125.00

125.00

51343

08/11/2026

375.00

375.00

33.00

33.00

51357

08/28/2026

33.00

33.00

Total WISCONSIN RURAL WATER ASSOC:

08/11/2026

WISCONSIN STATE LAB OF HYGIENE
88300

30049069 FLUORIDE LAB TESTING - WTF

08/28/2026

Total WISCONSIN STATE LAB OF HYGIENE:
WPPI ENERGY
89600

8

Sep 08, 2026 01:05PM

27-72026 METER DATA COLLECTION - E

08/28/2026

1,030.48

1,030.48

8282026

08/28/2026

27-72026 METER DATA COLLECTION - W

08/28/2026

819.10

819.10

8282026

08/28/2026

27-72026 METER DATA COLLECTION - S

08/28/2026

792.67

792.67

8282026

08/28/2026

27-72026 HOSTED BILLING CIS-E

08/28/2026

792.70

792.70

8282026

08/28/2026

27-72026 HOSTED BILLING CIS-W

08/28/2026

630.10

630.10

8282026

08/28/2026

27-72026 HOSTED BILLING CIS-S

08/28/2026

609.76

609.76

8282026

08/28/2026

27-72026 GIS SUPPORT -E

08/28/2026

1,191.67

1,191.67

8282026

08/28/2026

Page 12 of 50

WAUPUN UTILITIES

Paid Invoice Report - COMMISSION

Page:

Check issue dates: 8/1/2026 - 8/31/2026
Vendor

Invoice

Number

Number

Description

Invoice

Invoice

Check

Check

Check

Date

Amount

Amount

Number

Issue Date

27-72026 SHARED METER TECH SERVICE-E

08/28/2026

214.38

214.38

8282026

08/28/2026

27-72026 SHARED METER TECH SERVICE-W

08/28/2026

214.37

214.37

8282026

08/28/2026

27-72026 CYBER SECURITY-E

08/28/2026

238.65

238.65

8282026

08/28/2026

27-72026 CYBER SECURITY-W

08/28/2026

195.26

195.26

8282026

08/28/2026

27-72026 CYBER SECURITY-S

08/28/2026

289.27

289.27

8282026

08/28/2026

27-72026 MEMEBER NETWORK ASSESMT & MONITOR-E

08/28/2026

40.63

40.63

8282026

08/28/2026

27-72026 MEMEBER NETWORK ASSESMT & MONITOR-W

08/28/2026

32.29

32.29

8282026

08/28/2026

27-72026 MEMEBER NETWORK ASSESMT & MONITOR-S

08/28/2026

31.25

31.25

8282026

08/28/2026

27-72026 IT TICKETS -E

08/28/2026

57.92

57.92

8282026

08/28/2026

27-72026 IT TICKETS -W

08/28/2026

46.04

46.04

8282026

08/28/2026

27-72026 IT TICKETS -S

08/28/2026

44.55

44.55

8282026

08/28/2026

27-72026 WPPI WAN-E

08/28/2026

64.35

64.35

8282026

08/28/2026

27-72026 WPPI WAN-W

08/28/2026

51.15

51.15

8282026

08/28/2026

27-72026 WPPI WAN-S

08/28/2026

49.50

49.50

8282026

08/28/2026

27-72026 T-MOBILE - E

08/28/2026

5.00

5.00

8282026

08/28/2026

27-72026 T-MOBILE - W

08/28/2026

5.00

5.00

8282026

08/28/2026

27-72026 USP OIL SAMPLE SHIPPIN CHARGE

08/28/2026

172.82

172.82

8282026

08/28/2026

27-72026 WHOLE SALE POWER BILL

08/28/2026 1,121,772.37 1,121,772.37

8282026

08/28/2026

08/11/2026

Total WPPI ENERGY:

1,129,391.28 1,129,391.28

WAUPUN UTILITIES (Refund Acct)
100000 15015046-020 OVE

REFUND DOUBLE PAYMENT

08/11/2026

143.93

143.93

51342

15033750.24 REF OVERPAYMT FRM: 207 GRANDVIEW AVE

08/28/2026

112.04

112.04

51356

08/28/2026

18065260.23 REF OVERPAYMT FRM: 4 1/2 S MADISON ST APT 3

08/28/2026

28.73

28.73

51355

08/28/2026

284.70

284.70

Total WAUPUN UTILITIES (Refund Acct):
Grand Totals:

9

Sep 08, 2026 01:05PM

1,661,183.99 1,661,183.99

Page 13 of 50

WAUPUN UTILITIES

Page: 1

ACH and TRANSFER PAYMENTS

Sep 08, 2026 1:04PM

Period 08/26 (08/31/2026)

Date

Reference
Number

Payee or Description

Account
Number

Account Title

Debit
Amount

Credit
Amount

CASH DISBURSEMENTS (CD)
1
08/11/2026

1 Record WF Monthly Fees

1-5921-0000-20

OFFICE SUPPLIES AND EXPENS

26.13

Record WF Monthly Fees

2-5921-0000-20

OFFICE SUPPLIES & EXPENSES

7.24

Record WF Monthly Fees

3-5851-0000-20

OFFICE SUPPLIES & EXPENSES

6.83

Record WF Monthly Fees

9-1131-0000-00

COMBINED CASH

.00

40.20-

40.20

40.20-

Total 1:
CASH DISBURSEMENTS (CD)
2
08/10/2026

2 Record ACH Credit Card Paymt

1-2232-0000-00

ACCOUNTS PAYABLE - ELECTRI

2,066.68

Record ACH Credit Card Paymt

2-2232-0000-00

ACCOUNTS PAYABLE - WATER

331.48

Record ACH Credit Card Paymt

3-2232-0000-00

ACCOUNTS PAYABLE - WASTEW

398.89

Record ACH Credit Card Paymt

9-1131-0000-00

COMBINED CASH

Total 2:

.00

2,797.05-

2,797.05

2,797.05-

CASH DISBURSEMENTS (CD)
3
08/19/2026

3 Record July Sales & Use Tax

1-2241-2416-00

TAX COLL PAY - SALES TAX

Record July Sales & Use Tax

9-1131-0000-00

COMBINED CASH

Total 3:

18,352.47
.00

18,352.47-

18,352.47

18,352.47-

CASH DISBURSEMENTS (CD)
4
08/31/2026

4 Bond Pmt - 2019 Rfdg. Revenue P&I - DTCC (via W 2-2237-0000-00
Bond Pmt - 2019 Rfdg. Revenue P&I - DTCC (via W 9-1131-0000-00

INTEREST ACCRUED

22,593.75
.00

22,593.75-

Total 4:

22,593.75

22,593.75-

Total CASH DISBURSEMENTS (CD):

43,783.47

43,783.47-

43,783.47

43,783.47-

References: 4

Grand Totals:

COMBINED CASH

Transactions: 12

Page 14 of 50

TO:
FROM:
DATE:
SUBJECT:

Waupun Utilities Commissioners
Jeff Stanek, CPA, Finance Director
September 14, 2026
July 2026 Financial Report

CONSTRUCTION AND PLANT ADDITIONS
The electric utility construction activity consisted of continued work on the alleyway reconstruction project,
Mutual Aid for Menasha and miscellaneous customer work. Engineering work continues with the
Business Park substation and the Mill to Madison Street Alleyway reconstruction projects. The
Water/Sewer crews continued construction associated with the Alleyway reconstruction projects related to
installing temporary services for existing customers during the construction phase. There were no plant
additions for the month.

MONTHLY OPERATING RESULTS – July 2026 Monthly and Year-To-Date (YTD)
Sales
Electric
➢ Monthly kWh sales were 9.1% above budget & 9.6% higher than July 2025 on increased sales to
Large and Industrial Power customers.
➢ YTD kWh sales were 7.0% above budget & 10.3% higher than July 2025 YTD actual sales.
Water
➢ Monthly sales units of 100 cubic feet were 12.7% above budget & 11.3% higher than July 2025
sales on and increase in sales to all customer classes.
➢ YTD water sales were 2.3% above budget & 2.3% higher than July 2025 YTD actual sales.
Sewer
➢ Monthly sales units of 100 cubic feet were 5.3% above budget & 10.1% higher than July 2025
from higher volumes to Industrial & Public Authority customers.
➢ YTD sewer sales were 6.1% above budget & 5.2% higher than July 2025 YTD actual sales.

Income Statement
Electric
➢ Operating revenues and purchased power expense were above budget $496,100 and $470,800,
respectively, due to increased consumption and higher market energy costs.
➢ Gross margin was $25,300 above budget as a result of the higher unit sales than budgeted.
➢ Operating expenses were $99,300 below budget primarily due to lower distribution expenses
associated with tree trimming during the non-construction season, increased work order activity
and mutual aid to other communities.
➢ Operating income was $503,400 or $221,100 above budget, largely due to higher operating
revenue and lower expenses than originally budgeted.
➢ Net income was $613,000 or $326,900 above budget primarily from increased operating
revenues.
➢ The rolling 12-month Rate of Return was 9.0%.

Page 1 of 3

Page 15 of 50

Water
➢ Operating revenues were above budget by $20,200 due to increases in revenues from
Commercial and Public Authority customers.
➢ Operating expenses were $25,800 above budget on higher distribution expenses associated with
water main breaks during winter freezing periods and meter costs from repaired meters.
➢ Operating income was $334,000 or $1,800 above budget.
➢ Net income was $373,200 or $64,300 above budget.
➢ The rolling 12-month Rate of Return was 3.9%.
Sewer
➢ Operating revenues were $84,000 above budget due to slight increases high strength charges to
Public Authority customers.
➢ Operating expenses were $88,400 below budget due to fewer maintenance costs experienced
during the month, primarily from lower drying costs from the ABNR process.
➢ Operating income (loss) was $44,900 or $151,200 above budget as a result of the increased
revenues and lower operating expenses.
➢ Net income (loss) was ($58,900) or $195,800 above budget largely due to lower operating
expenses.
➢ The rolling 12-month Rate of Return was 2.8%.

Balance Sheets
Electric
➢ Balance sheet increased $408,900 from June 2026 due to an increase in receivables / payables
associated with higher consumption & power-related costs typically experienced during the
summer (high consumption) months.
➢ Unrestricted cash increased $44,900 from routine operations.
➢ Net Position increased $131,500.
Water
➢ Balance sheet increased $82,900 from June 2026 due to an increase in cash from routine
operations.
➢ Unrestricted cash increased $82,300 from routine operations.
➢ Net Position increased $78,100.
Sewer
➢ Balance sheet increased $12,900 from June 2026 as a result of routine operations.
➢ Unrestricted cash increased $79,700 from routine operations.
➢ Net Position decreased $13,900 from routine operations and monthly depreciation expense being
higher than operating margins.

Cash and Investments
The monthly metrics dashboard for cash and investments provides a monthly comparison of cash and
investment balances and graphs that present long-term investments by maturity, type, and rating. The
Utility’s investments are typically fixed-income and held-to-maturity unless called before maturity by the
issuer. Held to maturity investments recognize monthly mark to market adjustments that ultimately are not
realized when the investment matures.


Total cash and investments increased $327,100 or 2.4% from June 2026 primarily from routine
operating activity.
Received interest and distributions of $23,200 and recorded unrealized market adjustments of
($15,900) along with ($800) in management fees, resulting in a net portfolio gain of $6,500 for the
month.
Total interest and investment income earned (excluding market value adjustments) on all accounts for
the month was $43,200 and $273,600 year-to-date.

Page 2 of 3

Page 16 of 50

OTHER FINANCIAL MATTERS
WWTP Upgrade – Construction Update and Progress
Listed below is a summary of the costs incurred and paid for with USDA loan proceeds requested to date:
Total Project Budget (As of 4/14/2022):

$

37,508,000

Total Project Costs to Date (Thru 3/4/2026):
Loan Draws – Project to Date (Thru 8/29/2022):
Grants Provided (Thru 4/8/2026):

$ 37,362,326
$ 27,807,000
$ 9,555,326

Disburse Request #41 Requested (2/17/26):
Disburse Request #41 – Paid (3/3/2026):

$
$

41,439
42,433

Preliminary 2027 Budgets
The preliminary 2027 utility budgets will be presented at the October 2026 Commission meeting

This concludes my report. Please do not hesitate to contact me at 324-7920 or
[email protected] with any questions or comments.

Page 3 of 3

Page 17 of 50

Waupun Utilities
Construction and Plant Additions Summary
July 2026
Electric
Project
To Date

CONSTRUCTION:
Month

Description

Sewer
Project
To Date

Month

Budget

Budget

Water
Project
To Date

Month

Total
Project
To Date

Budget

Budget

Projects:

Overhead and underground conductor and devices
Transformers
Overhead and Underground Services
LED street lighting
Voltage conversion
Rebuild overhead and underground line
Work Invoiced to Customer / Others ‐ CIAC
Mutual Aid reimbursements
Meters / Meter Modules / Gatekeepers
Sewer CIPP & manhole lining
New Water Well ‐ #6
Mill / Madison Street Alleyway Reconstruction
N Grove, Park, Franklin Street Reconstruction
Miscellaneous Work Orders
TOTAL CONSTRUCTION

$

$

804 $ 84,942 $


1,818
10,703
1,724
12,574


2,140
2,140

16,431
14,639
34,480






35,913
50,645


151
933
57,188 $ 212,848 $


$
75,000
10,000
10,000
60,000
310,000


10,000





475,000 $

$

1,541
161,748
23,210
164,646

21,059




24,751 $ 347,453 $

1,334,700




1,334,700 $

CARRYOVER PROJECTS:
Business Park Substation
Substation upgrades
OH & URD Re‐Build Projects
WWTF Phosphorus Upgrade Engineering
WWTF Construction Upgrade ‐ ABNR
TOTAL CARRYOVER CONSTRUCTION
PLANT ADDITIONS:


$










1,024

3,783
4,807 $






$










3,932
11,537
6,457
21,926 $


$








85,000

93,936

11,675
190,611 $




3,872,607
33,489,719
$ 37,362,326 $




3,804,000
33,704,000
37,508,000 $

Electric
Current
Month

Description

Vehicle Replacements (2 utililty‐body & 1 pick‐up)
Admin Building Structures & Equipment
SCADA & Treatment Facility Upgrades
Lift Station Upgrades
WWTF Equipment Replacements
WWTF Nonpotable SystemReplacements
Other Equipment Upgrades & Replacements

$

TOTAL PLANT ADDITIONS

$








YTD

$

$

41,780 $
35,676




9,464
86,919 $


$







1,696


7,165


8,862 $





Budget

171,500 $
68,400




60,600
300,500 $








Page 1 of 11

YTD

$

$

11,415 $
29,900 $


21,890


63,205 $


$







8,000

52,000
357,564

84,942 $

10,703
12,574

2,140
16,663
34,480
9,703

1,682
89,326


75,000
10,000
10,000
60,000
310,000


18,000
85,000
52,000
451,500


417,564 $

9,099
271,313 $

11,675
1,083,175











$

Sewer
Current
Month


$





232

9,703

1,682
34,749
11,553
1,709
59,629 $

$

161,748
1,334,700
164,646

21,059

3,872,607
3,804,000
33,489,719
33,704,000
$ 37,709,778 $ 38,842,700

Water
Budget

10,750 $
51,300

30,000
72,000
160,000
13,300
337,350 $

Current
Month








YTD

$

$

11,415 $
31,344





42,759 $

Total
Budget

10,750 $
51,300
58,000



33,300
153,350 $

YTD

64,609 $
96,920


21,890

9,464
192,883 $

Budget

193,000
171,000
58,000
30,000
72,000
160,000
107,200
791,200

Page 18 of 50

Sales and Revenues Dashboard ‐ July 2026
Current
12,521,230
$ 1,379,730

KWh
Revenues

Variance from Budget
Current
YTD
9.1%
7.0%
15.6%
7.0%

Power Costs
Gross Margin

Current
$ 1,121,772
$
257,957

kWhs Sold

Variance from Budget
Current
YTD
14.2%
8.6%
22.1%
1.6%
Actual

Budgeted

13,000,000
12,000,000
11,000,000
10,000,000
9,000,000
8,000,000
7,000,000
6,000,000
5,000,000
Jul‐25

Cubic Ft (100)

Aug‐25

Sep‐25

Oct‐25

Nov‐25 Dec‐25

Variance from Budget
Current
Current
YTD
23,122
12.7%
2.3%

Jan‐26

Feb‐26 Mar‐26 Apr‐26 May‐26 Jun‐26

Revenues

Jul‐26

Variance from Budget
Current
Current
YTD
$
168,803
7.2%
1.3%

Water Cubic Feet (100's) Sold

Actual

Budgeted

24,000
22,000
20,000
18,000
16,000
14,000
12,000
10,000
Jul‐25

Cubic Ft (100)

Aug‐25

Sep‐25

Current
40,347

Oct‐25

Nov‐25

Dec‐25

Variance from Budget
Current
YTD
5.3%
6.1%

Jan‐26

Feb‐26

Revenues

Mar‐26

Apr‐26

May‐26

Current
$
326,727

Jun‐26

Jul‐26

Variance from Budget
Current
YTD
4.9%
4.5%

Sewer Cubic Feet (100's) Treated
Actual

Budgeted

Dec‐25

Jan‐26

45,000
40,000
35,000
30,000
25,000
20,000
Jul‐25

Aug‐25

Sep‐25

Oct‐25

Nov‐25

Feb‐26

Mar‐26

Apr‐26

May‐26

Jun‐26

Jul‐26

Page 19 of 50

Sales by Customer Class

July 2026

YTD Electric Sales (kWh)
22,000,000
20,000,000
18,000,000
16,000,000
14,000,000
12,000,000
10,000,000
8,000,000
6,000,000
4,000,000
2,000,000

Residential

Commerical

Small Power

Budget

2025

2024

Large Power Industrial Power Large Industrial
2023

YTD Sewer Sales (Ccf)
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000

Residential

Commercial
Budget

Industrial

2025

2024

Public Authority

2023

YTD Water Sales (Ccf)
90,000
80,000
70,000
60,000
50,000
40,000
30,000
20,000
10,000

Residential

Multifamily
Budget

Commercial
2025

2024

Page 3 of 11

Industrial
2023

Public Authority

Page 20 of 50

WAUPUN UTILITIES
Income Statement and Financial Ratios
Electric Utility
For the 12 Months Ending:

ELECTRIC

July 2024

July 2025

July 2026

$ 10,523,034
8,289,041
2,233,992
21.2%

$ 11,215,733
8,669,502
2,546,230
22.7%

$ 12,679,783
9,979,603
2,700,179
21.3%

Other Operating Revenues

140,855

128,106

140,700

Operating Expenses
Distribution expense
Customer accounts expense
Advertising expense
Administrative & general expense
Total operating expenses

336,258
133,445
(1,353)
488,764
957,115

389,608
139,835
5,093
515,178
1,049,714

420,020
139,910
584
488,023
1,048,538

Other Operating Expenses
Depreciation expense
Taxes
Total other operating expenses

671,153
318,236
989,389

670,833
299,412
970,245

725,673
380,209
1,105,882

Operating Income

428,344

654,377

686,458

880,708
(15,019)
(6,274)
178,877
1,038,292

59,052
(7,577)
(6,053)
194,707
240,129

454,272
(3,798)
(3,327)
486,945
934,092

Sales of Electricity
Purchased Power
Gross Margin

Other Income (Expense)
Capital contributions
Interest expense
Amortization of debt-related costs
Other
Total other income (expense)
Net Income

$

Regulatory Operating Income
Rate of Return
Authorized Rate of Return

1,466,636

$

894,507

$

1,620,551

519,636
6.33
5.00

772,205
9.30
6.30

757,069
9.04
6.30

Current Ratio
Months of Unrestricted Cash on Hand
Equity vs Debt
Asset Utilization

5.8
5.3
0.97
0.58

5.4
5.5
0.99
0.59

5.3
5.7
1.00
0.60

Combined E&W Debt Coverage
Minimum Required Coverage

4.31
1.25

4.42
1.25

7.96
1.25

Note 1 - Electric rates adjusted April 2024.
Definitions
Rate of Return - Return on investment in capital infrastructure. Should be near authorized rate of return.
Current Ratio - measure of liquidity or ability to pay obligations. Should be > 1.
Months of Unrestricted Cash on Hand - measure of reserves. Should be at least 2-3 months.
Equity vs Debt - Percent of infrastucture financed by operations. 50% is a good benchmark.
Asset Utilization - Illustrates the relative age of the system. Ratio of 1 indicates a system at full life expectancy.
Debt Coverage - Earnings coverage of annual debt service. Must exceed 1.25

Page 4 of 11

Page 21 of 50

WAUPUN UTILITIES
Detailed Income Statement and YTD Budget Comparison
Electric Utility
For the Period Ended July, 31 2026
Last 12 Months

YTD 2026

YTD Budget

Difference

ELECTRIC
Operating Revenues
Purchased Power
Gross Margin

$ 12,679,783 $ 7,555,626 $ 7,059,549 $
9,979,603
5,935,341
5,464,571
2,700,179
1,620,285
1,594,978
21.3%
21.4%
22.6%

Other Operating Revenues

496,077
470,770
25,307

140,700

157,641

64,092

93,549

Operating Expenses
Distribution expense
Customer accounts expense
Advertising expense
Administrative & general expense
Total operating expenses

420,020
139,910
584
488,023
1,048,538

263,635
80,150
5,401
324,911
674,096

377,488
77,574
490
317,854
773,406

(113,853)
2,576
4,911
7,057
(99,310)

Other Operating Expenses
Depreciation expense
Taxes
Total other operating expenses

725,673
380,209
1,105,882

410,184
190,205
600,389

410,186
193,102
603,288

(2)
(2,897)
(2,899)

Operating Income

686,458

503,441

282,376

221,065

Other Income (Expense)
Capital contributions
Interest expense
Amortization of debt-related costs
Other
Total other income (expense)

454,272
(3,798)
(3,327)
486,945
934,092

(975)
(847)
111,299
109,477

(1,708)
(497)
5,831
3,626

733
(350)
105,468
105,851

Net Income

$

1,620,551

$

July 2026

Operating Revenues
Purchased Power
Gross Margin

$

612,918

$

June 2026

286,002

$

May 2026

326,916
April 2026

1,379,730 $ 1,164,611 $ 1,027,198 $
1,121,772
927,632
806,569
257,957
236,979
220,629
18.7%
20.3%
21.5%

-12.84%

March 2026

Feb 2026

Jan 2026

$ 1,008,235 $
775,311
232,924
23.1%

936,399 $
703,826
232,573
24.8%

874,356
671,351
203,006
23.2%

921,776 $
696,551
225,225
24.4%

962,424
737,978
224,446
23.3%

$ 1,091,652
869,528
222,124
20.3%

Dec 2025

Nov 2025

Oct 2025

$

Sept 2025

Aug 2025

July 2025

943,931
727,762
216,169
22.9%

$ 1,046,804
839,779
207,025
19.8%

$ 1,322,666
1,101,544
221,121
16.7%

$ 1,293,864
1,064,883
228,981
17.7%

Other Operating Revenues

19,843

9,993

11,568

9,919

9,910

9,436

86,972

(60,792)

9,729

10,895

10,927

12,300

10,134

Operating Expenses
Distribution expense
Customer accounts expense
Advertising expense
Administrative & general expense
Total operating expenses

27,814
12,440
1,336
41,741
83,331

25,495
11,567
2,803
32,852
72,717

24,051
10,607
(3,866)
48,383
79,174

30,386
11,720
1,126
22,542
65,774

41,486
10,839
1,965
61,798
116,088

55,430
10,404
1,787
51,345
118,966

58,972
12,573
250
66,251
138,046

9,446
18,222
(3,263)
20,020
44,424

30,199
9,680
(7,718)
25,479
57,639

33,990
10,123
3,123
39,739
86,975

36,199
10,185
954
31,852
79,190

46,552
11,551
2,088
46,022
106,213

30,867
8,993
5,431
44,527
89,818

Other Operating Expenses
Depreciation expense
Taxes
Total other operating expenses

58,598
25,373
83,971

58,598
24,921
83,519

58,598
25,067
83,665

58,598
30,646
89,244

58,598
26,777
85,375

58,598
27,219
85,817

58,598
30,200
88,798

93,824
72,183
166,007

55,416
23,993
79,409

55,416
43,186
98,602

55,416
24,031
79,447

55,416
26,612
82,028

55,416
24,282
79,699

Operating Income

110,498

90,737

69,357

80,126

32,893

26,777

93,053

(38,651)

75,686

41,487

59,315

45,180

69,598

Other Income (Expense)
Capital contributions
Interest expense
Amortization of debt-related costs
Other
Total other income (expense)

21,033
21,033

25,943
25,943

14,524
14,524

9,936
9,936

(975)
(706)
5,598
3,917

(70)
19,721
19,650

(70)
14,545
14,475

454,272
(565)
(496)
315,019
768,231

(565)
(496)
16,894
15,833

(565)
(496)
9,780
8,719

(565)
(496)
14,931
13,870

(565)
(496)
19,023
17,962

(565)
(496)
10,011
8,951

Net Income

$

131,531

$

116,679

$

83,881

$

90,062

$

36,810

$

46,428

$

Page 5 of 11

107,527

$

729,580

$

91,519

$

50,206

$

73,185

$

63,142

$

78,549

Page 22 of 50

WAUPUN UTILITIES
Income Statement and Financial Ratios
Water Utility
For the 12 Months Ending:

WATER

July 2024

Operating Revenues
Operating Expenses
Source of supply expenses
Pumping expenses
Water treatment expenses
Transmission & distribution expenses
Customer accounts expenses
Administrative & general expense
Total operating expenses

$

2,715,327

July 2025
$

2,679,116

July 2026
$

2,677,987

4,162
81,157
307,777
215,611
117,084
387,907
1,113,697

2,496
94,717
414,453
224,186
119,140
366,830
1,221,821

4,706
105,145
335,517
287,052
117,514
370,202
1,220,136

Other Operating Expenses
Depreciation expense
Taxes
Total other operating expenses

612,568
335,449
948,017

601,765
328,033
929,797

616,868
401,110
1,017,978

Operating Income

653,613

527,498

439,873

1,189,564
(78,569)
(14,600)
160,889
1,257,283

10,900
(69,496)
(13,406)
127,882
55,880

111,511
(56,679)
(6,718)
134,969
183,083

Other Income (Expense)
Capital contributions from customers and municipal
Interest expense
Amortization of debt-related costs
Other
Total other income (expense)
Net Income

$

Regulatory Operating Income
Rate of Return
Authorized Rate of Return

1,910,896

$

583,378

$

622,956

742,216
5.43
6.50

534,315
3.93
6.50

511,098
3.86
6.50

Current Ratio

35.97

79.49

63.60

Months of Unrestricted Cash on Hand

25.90

26.68

28.81

Equity vs Debt

0.83

0.86

0.89

Asset Utilization

0.41

0.44

0.45

Note 1 - Water rates adjusted May 2012.
Definitions
Rate of Return - Return on investment in capital infrastructure. Should be near authorized rate of return.
Current Ratio - measure of liquidity or ability to pay obligations. Should be > 1.
Months of Unrestricted Cash on Hand - measure of reserves. Should be at least 2-3 months.
Equity vs Debt - Percent of infrastucture financed by operations. 50% is a good benchmark.
Asset Utilization - Illustrates the relative age of the system. Ratio of 1 indicates a system at full life expectancy.

Page 6 of 11

Page 23 of 50

WAUPUN UTILITIES
Detailed Income Statement and YTD Budget Comparison
Water Utility
For the Period Ended July 31, 2026

Last 12 Months

YTD 2026

YTD Budget

Difference

2,677,987

$ 1,577,419

$ 1,557,215

$

4,706
105,145
335,517
287,052
117,514
370,202
1,220,136

2,966
67,676
176,734
159,148
70,491
223,100
700,114

336
52,003
167,622
127,271
66,745
260,312
674,289

2,630
15,673
9,112
31,877
3,746
(37,212)
25,825

616,868
401,110
1,017,978

344,570
198,768
543,338

365,673
185,031
550,704

(21,103)
13,737
(7,366)

Operating Income

439,873

333,967

332,222

1,745

Other Income (Expense)
Capital contributions
Interest expense
Amortization of debt-related costs
Other
Total other income (expense)

111,511
(56,679)
(6,718)
134,969
183,083

(30,683)
(1,347)
71,221
39,191

(30,681)
1,505
5,831
(23,345)

(2)
(2,852)
65,390
62,536

622,956 $

373,158 $

308,877 $

64,281

WATER

Operating Revenues
Operating Expenses
Source of supply expenses
Pumping expenses
Water treatment expenses
Transmission & distribution expenses
Customer accounts expenses
Administrative & general expense
Total operating expenses

$

Other Operating Expenses
Depreciation expense
Taxes
Total other operating expenses

Net Income

$

July 2026

June 2026

May 2026

20,204

April 2026

3.83%

March 2026

Feb 2026

Jan 2026

Dec 2025

Nov 2025

Oct 2025

Sept 2025

Aug 2025

July 2025

WATER
Operating Revenues
Operating Expenses
Source of supply expenses
Pumping expenses
Water treatment expenses
Transmission & distribution expenses
Customer accounts expenses
Administrative & general expense
Total operating expenses

$

243,628

$

232,166

$

236,318

$

218,359

$

214,419

$

212,855

$

219,673

$

218,053

$

215,888

$

222,035

$

218,046

$

226,546

$

231,446

114
7,079
31,057
13,898
10,580
30,282
93,010

13,921
24,883
13,973
10,338
26,771
89,886

2,557
7,489
24,771
47,259
9,090
27,528
118,692

6,444
25,158
17,863
10,149
14,546
74,160

182
9,335
21,369
20,663
9,597
49,245
110,392

112
12,223
28,795
24,144
9,316
32,930
107,520

11,185
20,701
21,349
11,421
41,798
106,454

1,740
9,429
39,398
42,516
10,056
46,976
150,115

6,371
23,716
15,283
8,780
17,431
71,580

6,327
24,735
25,914
8,686
27,923
93,587

7,732
35,546
20,268
8,875
22,907
95,327

7,610
35,388
23,923
10,625
31,865
109,412

8,312
33,131
14,421
7,816
33,678
97,358

Other Operating Expenses
Depreciation expense
Taxes
Total operating expenses

49,224
28,185
77,409

49,224
28,102
77,326

49,224
28,176
77,400

49,224
28,044
77,268

49,224
27,926
77,150

49,224
28,536
77,760

49,224
29,800
79,025

84,739
88,508
173,248

46,890
27,913
74,802

46,890
28,080
74,970

46,890
28,381
75,271

46,890
29,459
76,349

46,890
27,891
74,781

Operating Income

73,209

64,954

40,226

66,930

26,878

27,575

34,195

(105,310)

69,505

53,478

47,448

40,785

59,307

Other Income (Expense)
Capital contributions
Interest expense
Amortization of debt-related costs
Other
Total other income (expense)

(4,383)
786
8,445
4,847

(4,383)
786
12,716
9,119

(4,383)
786
11,686
8,089

(4,383)
786
10,755
7,158

(4,383)
(4,921)
2,454
(6,850)

(4,383)
215
13,401
9,233

(4,383)
215
11,763
7,595

111,511
(5,199)
(1,074)
13,590
118,828

(5,199)
(1,074)
15,034
8,760

(5,199)
(1,074)
6,737
464

(5,199)
(1,074)
12,123
5,850

(5,199)
(1,074)
16,264
9,990

(5,199)
(1,074)
6,927
654

74,073 $

48,315 $

74,088 $

20,027 $

36,809 $

41,790 $

13,517 $

78,266 $

53,942 $

53,297 $

50,776 $

59,961

Net Income

$

78,057

$

Page 7 of 11

Page 24 of 50

WAUPUN UTILITIES
Income Statement and Financial Ratios
Sewer Utility
For the 12 Months Ending:

SEWER

July 2024

Operating Revenues
Operating Expenses
WWTP operation expenses
Laboratory expenses
Maintenance expenses
Customer accounts expenses
Administrative & general expenses
Total operating expenses

$

3,418,821

July 2025
$

3,319,657

July 2026
$

3,900,538

734,514
111,073
478,122
153,629
548,800
2,026,138

507,565
112,310
569,009
149,479
504,160
1,842,523

736,308
108,342
573,244
151,320
583,430
2,152,645

Other Operating Expenses
Depreciation expense
Total other operating expenses

887,581
887,581

1,494,440
1,494,440

1,406,327
1,406,327

Operating Income

505,103

(17,306)

341,566

(309,469)
1,899,165
175,710

(305,849)
1,455,971
154,130

(292,874)
507,557
135,226

1,765,407

1,304,253

349,909

Other Income (Expense)
Interest expense
Capital contributions
Other
Total other income (expense)
Net Income (loss)

$

Operating Income (excluding GASB 68 & 75)
Rate of Return

2,270,510

$

1,286,946

$

691,474

531,036
3.21

(85,501)
(0.65)

361,958
2.85

Current Ratio

10.97

12.53

16.95

Months of Unrestricted Cash on Hand

7.07

8.03

11.21

Equity vs Debt

0.46

0.48

0.48

Asset Utilization

0.53

0.57

0.57

Debt Coverage
Minimum Required Coverage

1.73
1.20

1.82
1.20

2.10
1.20

Note 1 - Sewer rates adjusted April 2025.
Definitions
Rate of Return - Return on investment in capital infrastructure.
Current Ratio - measure of liquidity or ability to pay obligations. Should be > 1.
Months of Unrestricted Cash on Hand - measure of reserves. Should be at least 2-3 months.
Equity vs Debt - Percent of infrastucture financed by operations. 50% is a good benchmark.
Asset Utilization - Illustrates the relative age of the system. Ratio of 1 indicates a system at full life expectancy.
Debt Coverage - Earnings coverage of annual debt service. Must exceed 1.20

Page 8 of 11

Page 25 of 50

WAUPUN UTILITIES
Detailed Income Statement and YTD Budget Comparison
Sewer Utility
For the Period Ended July 31, 2026

Last 12 Months

YTD 2026

YTD Budget

Difference

3,900,538

$ 2,309,022

$ 2,225,085

$

736,308
108,342
573,244
151,320
583,430
2,152,645

425,596
62,915
303,992
91,189
323,438
1,207,130

454,118
66,269
351,575
87,136
336,473
1,295,571

(28,521)
(3,354)
(47,583)
4,053
(13,035)
(88,441)

1,406,327
1,406,327

1,057,038
1,057,038

1,035,895
1,035,895

21,143
21,143

Operating Income (Loss)

341,566

44,854

(106,381)

151,235

Non-operating Income (Expense)
Interest Expense
Capital contributions
Other
Total other income (expense)

(292,874)
507,557
135,226
349,909

(171,623)
994
66,863
(103,766)

(171,626)
23,331
(148,295)

3
994
43,532
44,529

(58,912) $

(254,676) $

195,763

SEWER
Operating Revenues
Operating Expenses
WWTP operation expenses
Laboratory expenses
Maintenance expenses
Customer accounts expenses
Administrative & general expenses
Total operating expenses

$

Other Operating Expenses
Depreciation expense
Total other operating expenses

Net Income (Loss)

$

691,474

$

July 2026

June 2026

May 2026

83,937

-6.83%

April 2026

March 2026

$

$

Feb 2026

Jan 2026

Dec 2025

Nov 2025

Oct 2025

Sept 2025

Aug 2025

July 2025

SEWER
Operating Revenues
Operating Expenses
WWTP operation expenses
Laboratory expenses
Maintenance expenses
Customer accounts expenses
Administrative & general expense
Total operating expenses

$

Other Operating Expenses
Depreciation expense
Total other operating expenses
Operating Income (Loss)
Other Income (Expense)
Interest expense
Capital contributions
Other
Total other income (expense)
Net Income (Loss)

$

337,459

$

334,256

$

348,997

338,946

308,030

$

319,975

$

321,358

$ 310,709

$

305,007

$

324,991

$

317,794

$

333,014

$

330,709

76,572
7,166
44,180
13,687
41,742
183,347

53,815
7,711
75,396
13,296
39,614
189,833

66,174
8,134
61,182
12,235
48,297
196,021

54,151
8,660
41,577
13,828
32,336
150,552

42,378
10,557
23,901
12,323
60,927
150,086

66,129
12,680
29,721
11,958
45,945
166,433

66,377
8,007
28,036
13,860
54,577
170,857

82,257
9,572
63,889
12,070
72,737
240,526

43,632
13,416
36,593
11,304
31,227
136,172

45,844
5,638
77,891
11,675
58,441
199,489

71,614
7,702
29,638
11,714
51,495
172,164

67,364
9,099
61,242
13,367
46,091
197,164

80,953
11,021
38,338
10,674
58,413
199,400

151,005
151,005

151,005
151,005

151,005
151,005

151,005
151,005

151,005
151,005

151,005
151,005

151,005
151,005

(247,197)
(247,197)

149,122
149,122

149,122
149,122

149,122
149,122

149,122
149,122

149,122
149,122

3,107

(6,582)

1,970

37,388

6,938

2,536

(505)

317,380

19,714

(23,619)

(3,491)

(13,271)

(17,812)

(24,518)
7,479
(17,039)

(24,518)
12,633
(11,885)

(24,518)
11,330
(13,188)

(24,518)
10,302
(14,216)

(24,518)
994
332
(23,192)

(24,518)
13,400
(11,118)

(24,518)
11,388
(13,130)

(19,141)
285,363
13,474
279,696

(25,528)
15,226
(10,301)

(25,528)
6,515
(19,012)

(25,528)
13,771
(11,756)

(25,528)
221,200
19,376
215,049

(25,528)
6,517
(19,011)

(13,931) $

(18,467) $

(11,217) $

23,173

(16,253) $

(8,582) $

(13,635) $

597,076

(42,631) $

(15,248) $

201,777

$

Page 9 of 11

$

9,412

$

$

(36,823)

Page 26 of 50

WAUPUN UTILITES
Balance Sheets
Electric, Water, and Sewer

ELECTRIC
Cash and investments - unrestricted
Cash and investments - restricted
Receivables
Materials and supplies
Other assets
Plant - net of accumulated depreciation
Deferred outflows of resources
Total Assets
Accounts payable
Payable to sewer utility
Interest accrued
Accrued benefits
Deferred inflows of resources
Long-term debt
Net Position
Total Liabilities & Net Position
WATER
Cash and investments - unrestricted / designated
Cash and investments - restricted
Receivables
Materials and supplies
Other assets
Plant - net of accumulated depreciation
Deferred outflows of resources
Total Assets
Accounts payable
Interest accrued
Accrued benefits
Deferred inflows of resources
Long-term debt
Net Position
Total Liabilities & Net Position
SEWER
Cash and investments - unrestricted
Cash and investments - restricted
Receivables
Receivable from electric utility
Materials and supplies
Advances to other funds
Other assets
Plant - net of accumulated depreciation
Deferred outflows of resources
Total Assets
Accounts payable
Interest accrued
Accrued benefits
Deferred inflows of resources
Long-term debt
Net Position
Total Liabilities & Net Position

$

$

$

$

$

$

July 2024
4,215,915
126,394
1,304,625
395,682
89,999
9,661,074
803,475
16,597,164
950,410
5,875
88,257
1,412,576
380,000
13,760,046
16,597,164
July 2024
3,128,204
396,790
254,778
86,458
61,318
16,481,723
451,080
20,860,350
65,259
28,789
57,683
645,696
2,970,000
17,092,923
20,860,350
July 2024
1,192,891
2,425,810
302,763
8,597
61,345
49,263,570
729,543
53,984,519
60,528
75,843
87,374
853,190
26,533,400
26,374,184
53,984,519

$

July 2025
4,586,545
129,933
1,450,158
446,522
99,834
10,117,979
559,453
17,390,424
1,120,041
2,052
95,614
1,323,736
195,000
14,653,980
17,390,424

$

$

July 2025
3,445,373
403,924
256,640
109,211
50,008
16,162,682
328,826
20,756,664
22,556
24,015
63,868
469,925
2,500,000
17,676,301
20,756,664

$

$

July 2025
1,233,636
2,625,373
354,939
8,693
46,630
49,608,442
501,909
54,379,622

$

Page 10 of 11

49,549
77,193
96,888
557,361
25,937,500
27,661,130
54,379,622

$

$

$

$

$

$

July 2026
5,423,621
1
1,566,158
452,695
122,958
10,428,317
384,433
18,378,183
1,327,245
108,039
668,368
16,274,531
18,378,183
July 2026
3,892,273
399,037
264,465
108,938
100,724
15,812,864
247,748
20,826,048
44,680
20,681
52,423
394,007
2,015,000
18,299,257
20,826,048
July 2026
2,011,399
2,494,717
364,890
8,507
73,785
49,040,371
383,452
54,377,121
67,817
72,401
90,173
459,296
25,334,800
28,352,634
54,377,121

$

June 2026
5,378,693
1
1,312,617
447,090
124,461
10,322,035
384,433
17,969,330

1,047,913
105,280
673,137
16,143,000
$ 17,969,330

$

June 2026
3,809,974
362,765
250,685
108,985
103,750
15,859,253
247,748
20,743,160

45,263
16,298
50,606
394,793
2,015,000
18,221,201
$ 20,743,160

$

June 2026
1,931,736
2,410,779
363,437
8,507
77,244
49,189,097
383,452
54,364,252

68,310
47,883
87,398
459,296
25,334,800
28,366,565
$ 54,364,252

$

$

$

$

$

$

Change
44,928
253,542
5,605
(1,503)
106,281
408,853
279,332
2,758
(4,769)
131,531
408,853
Change
82,299
36,272
13,780
(47)
(3,027)
(46,389)
82,888
(582)
4,383
1,817
(786)
78,057
82,888
Change
79,663
83,938
1,453
(3,459)
(148,726)
12,869
(492)
24,518
2,775
(13,931)
12,869

Page 27 of 50

Monthly Dashboard - Cash & Investments
Account
Checking ‐ E

Restrictions
Unrestricted

July 2026
$

June 2026

July 2026

$ Inc/(Dec)

% Inc/(Dec)

822,463 $

788,870 $

33,592

4.26%

Checking ‐ W

Unrestricted

581,180

471,054

110,126

23.38%

Checking ‐ S

Unrestricted

832,390

766,268

66,122

8.63%

Reserves ‐ E
Reserves ‐ W

Unrestricted
Unrestricted

4,170,480
2,714,796

4,160,487
2,744,494

9,992
(29,698)

0.24%
‐1.08%

Reserves ‐ S

Unrestricted

1,179,009

1,165,468

13,541

1.16%

P&I Redemption ‐ E

Restricted

1

1

0.00%

P&I Redemption ‐ W

Restricted

216,305

180,258

36,047

20.00%

P&I Redemption ‐ S

Restricted

226,272

153,190

73,082

47.71%

Bond Reserve ‐ S

Restricted

556,651

548,474

8,177

1.49%

Construction ‐ S

Restricted

0

0

0.00%

Depreciation ‐ E

Restricted

Depreciation ‐ W

Restricted

182,732

182,506

225

0.12%

Capital Improve. ‐ E

Designated

430,678

429,335

1,343

0.31%

Capital Improve. ‐ W
ERF ‐ Water Plant

Designated
Designated

102,927
493,369

102,604
491,822

323
1,547

0.31%
0.31%

ERF ‐ WWTP

Restricted

1,711,794

1,709,115

2,679

0.16%

$ 14,221,048 $ 13,893,948 $

327,100

2.35%

Unrestricted and Designated $ 11,327,293 $ 11,120,403 $
Restricted
$ 2,893,755 $ 2,773,545 $

206,890
120,210

1.86%
4.33%

#DIV/0!

Long‐Term Investment by Maturity
$2,000,000
$1,500,000
$1,000,000
$500,000
$‐
Cash

<12 mos.

13‐24 mos.

Long‐Term Investments by Type

25‐36 mos.

37‐48 mos.

49‐60 mos.

>60 mos.

5%

5%

22%

9%

Cash/Money Markets
Certificate of Deposits
Muni Bonds

11%

US Government
Government Agencies

48%

Corporate Bonds

Page 11 of 11

Page 28 of 50

Waupun Utilities
Pgs - Avoided Cost Parallel Generation Tariff Update
Chelsea Lisowe
Energy Services Manager, WPPI Energy
Jeff Stanek
Finance Director, Waupun Utilities

Page 29 of 50

Parallel Generation Background
Sturgeon Bay filed on July 14, 2023

RENEW Wisconsin filed to intervene

New schedules effective July 1, 2026

Modeled after PSC approved IOU parallel generation schedules

wppienergy.org

2

Page 30 of 50

Parallel Generation
• Pgs-1
Monthly net metered customers
Systems less than 20 kW
Excess generation credited at
avoided cost
• MISO market based
• Incentive to size system to load
• Protects non-Pgs ratepayers
(Existing customers on Pgs tariff
grandfathered for 10 years)

wppienergy.org

3

Page 31 of 50

Parallel Generation
• Pgs-2
Systems greater than or
equal to 20 kW
Excess generation credit rate
updated quarterly (previously
yearly)
• MISO market based
avoided cost
Existing customers not
grandfathered
wppienergy.org

4

Page 32 of 50

Parallel Generation Next Steps

Multi-utility filing in October

Expect effective date mid first
quarter 2027

30 WPPI members currently in the group filing
Simplified filing process
Full PSC Commission will decide

wppienergy.org

5

Page 33 of 50

Questions?

wppienergy.org

6

Page 34 of 50

RATE FILE

Sheet No.
Schedule No.

1 of 2
Pgs-1

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Parallel Generation (20 kW or less) -- Net Energy Billing
1. Effective In
All territories served by the utility.
2. Availability
Available for single-phase and three-phase customers generating power using renewable
resource generators that satisfy the requirements of “qualifying facility” status under Part 292 of
the Federal Energy Regulatory Commission’s regulations under the Public Utility Regulatory
Policies Act of 1978 where a part or all of the electrical requirements of the customer are
supplied by the customer’s generating facilities located behind-the-meter (BTM) on the
customer’s premises, where such facilities have a total generating capability of 20 kW alternating
current (AC) or less, where such facilities are connected in parallel with the utility and where
such facilities are approved by the utility.
3. Rate
The customer shall be billed monthly on a net energy basis and shall pay the customer charge
and energy charge(s) specified in the rate schedule under which the customer is served. When the
energy produced exceeds energy consumed for the billing month, the customer shall be credited
for the excess energy volumes at the energy credit component (multiplied by the loss factor)
specified for BTM COGS in the utility’s Pgs-2 rate schedule, unless the customer qualifies for
the rate described in the next paragraph. The buy-back energy rates will be reset annually for
billing on or after February 1 of each year based on the most recent three-year average locational
marginal price of energy in MISO at the WEC.WPPI commercial pricing node.
The following customers will continue to be credited for net monthly excess generation at the
energy rate specified in the rate schedule under which the customer purchases energy, including
the monthly power cost adjustment clause (PCAC), until April 30, 2036: a) customers taking
service under this rate schedule prior to April 6, 2026;. A customer that makes changes to the
capacity or type of its generation facilities after April 6, 2026 will be treated as a new customer
and shall be subject to the standard avoided cost rate.
If, in any month, the customer’s bill has a credit balance of $100 or less, the amount shall be
credited to subsequent bills until a debit balance is reestablished. If the credit balance is more
than $100, the utility shall reimburse the customer by check upon request. Monthly credits shall
be computed by taking the net excess kilowatt-hours produced times the applicable energy
charge.

EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 35 of 50

RATE FILE

Sheet No.
Schedule No.

2 of 2
Pgs-1

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Parallel Generation (20 kW or less) -- Net Energy Billing
4. Metering and Services Facilities
A customer who is served under a regular rate schedule shall have any ratchet and/or other
device removed from the meter to allow reverse power flow and measurement of net energy
used. Customers eligible for net energy billing but with existing metering facilities equipped
with ratchets or other devices preventing reverse registration (i.e. time-of-use metering facilities)
may request that the utility install the necessary metering to permit such billing.
Non-Standard Meter Service, if any, is not available for customers electing the Pgs-1 Schedule.
5. Customer Obligation
See Wis. Admin. Code ch. PSC 119; Rules for Interconnecting Distributed Generation Facilities.
6. Renewable Energy Credits and Benefits
All renewable energy credits and benefits, emissions allowances, or other renewable energy, air
emissions, or environmental benefits for which the customer’s generation system qualifies under
any existing or future applicable law shall remain the property of the customer.

EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 36 of 50

RATE FILE

Sheet No.
Schedule No.

1 of 6
Pgs-2

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Customer-Owned Generation Systems (Greater than 20 kW)
1. Effective In
All territories served by the utility.
2. Availability
Available for single-phase and three-phase customers generating power using renewable
resource generators that satisfy the requirements of “qualifying facility” status under Part 292
of the Federal Energy Regulatory Commission’s regulations under the Public Utility
Regulatory Policies Act of 1978 who desire to sell excess generation to the utility from
behind-the-meter (BTM) customer-owned generation systems (COGS), or who sell all
generation to the utility from front-of-the-meter (FTM) COGS. For BTM COGS, a part or
all of the electrical requirements of the customer are supplied by the COGS located on the
customer’s premises. For FTM COGS, all of the generation is sold to the utility under an
executed service agreement between the COGS and the utility, and all of the customer’s
electricity usage is supplied separately by the utility under applicable retail service schedules.
In either case, BTM or FTM, such facilities shall have a total generating capability of greater
than 20 kW and less than or equal to 5 MW alternating current (AC), with such facilities
connected in parallel with the utility, and where such facilities are approved by the utility.
Customers not desiring to sell energy under this rate have the right to negotiate a buy-back
rate. If, in lieu of taking service under this rate schedule, a customer elects to sell their excess
generation to another utility or into the market administered by the Midcontinent Independent
System Operator, Inc. (MISO) the utility shall transport the customer’s excess generation
across the utility’s distribution system and shall recover actual costs of such transportation
from the generating customer.
3. Rate
Unless separately negotiated in accordance with paragraph 7 of this rate schedule, the utility
shall, for all energy sold to the utility, credit the COGS at the applicable avoided cost rate
specified below. The avoided cost rates will be reset annually for billing on or after February
1 of each year to reflect the then current value of each component shown in the table below:
a. For BTM COGS:
Customers shall receive monthly payments equal to the sum of the excess energy
volume (in kWh) in each On-Peak Hour of the month multiplied by the seasonal onpeak buy-back rate plus the sum of the excess energy volume (in kWh) in each OffPeak Hour of the month multiplied by the seasonal off-peak buy-back rate. The
following table shows the components of these rates.
EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 37 of 50

RATE FILE

Sheet No.
Schedule No.

2 of 6
Pgs-2

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Customer-Owned Generation Systems (Greater than 20 kW)
WINTER (December through February)
Component
On-Peak
Energy Credit
$0.0431/kWh
Capacity Credit
$0.0005/kWh
Transmission Credit
$0.0000/kWh
Sub-Total
$0.0435/kWh
x Loss Factor
1.03
Total Buy-Back Rate
$0.0448/kWh

Off-Peak
$0.0358/kWh
$0.0000/kWh
$0.0000/kWh
$0.0358/kWh
1.03
$0.0369/kWh

SPRING (March through May)
Component
On-Peak
Energy Credit
$0.0298/kWh
Capacity Credit
$0.0061/kWh
Transmission Credit
$0.0000/kWh
Sub-Total
$0.0359/kWh
X Loss Factor
1.03
Total Buy-Back Rate
$0.0370/kWh

Off-Peak
$0.0241/kWh
$0.0000/kWh
$0.0000/kWh
$0.0241/kWh
1.03
$0.0249/kWh

SUMMER (June through August)
Component
On-Peak
Energy Credit
$0.0523/kWh
Capacity Credit
$0.0328/kWh
Transmission Credit
$0.0000/kWh
Sub-Total
$0.0851/kWh
X Loss Factor
1.03
Total Buy-Back Rate
$0.0876/kWh

Off-Peak
$0.0299/kWh
$0.0000/kWh
$0.0000/kWh
$0.0299/kWh
1.03
$0.0308/kWh

FALL (September through November)
Component
On-Peak
Energy Credit
$0.0394/kWh
Capacity Credit
$0.0099/kWh
Transmission Credit
$0.0000/kWh
Sub-Total
$0.0493/kWh
X Loss Factor
1.03
Total Buy-Back Rate
$0.0508/kWh

Off-Peak
$0.0282/kWh
$0.0000/kWh
$0.0000/kWh
$0.0282/kWh
1.03
$0.0291/kWh

EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 38 of 50

RATE FILE

Sheet No.
Schedule No.

3 of 6
Pgs-2

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Customer-Owned Generation Systems (Greater than 20 kW)
For BTM COGS, both the Energy Credit and the Capacity Credit will be based on
seasonal historical averages. The Energy Credit will be reset annually based on the
most recent three-year average locational marginal price of energy in MISO at the
WEC.WPPI commercial pricing node. The Capacity Credit will likewise be reset based
on the most recent three-year average annual capacity clearing price in the MISO
Planning Resource Auction.
b. For FTM COGS:
Customers shall enter into a service agreement with the utility and shall receive
monthly payments equal to:
[FTM Energy Credit + FTM Capacity Credit + FTM Trans Credit] x DLF
Where:
FTM Energy Credit = the sum of the energy produced by the FTM COGS (in kWh) in
each On-Peak Hour of the month multiplied by the seasonal on-peak Energy Credit
rate, plus the sum of the energy produced by the FTM COGS in each Off-Peak Hour of
the month multiplied by the seasonal off-peak Energy Credit rate. The seasonal FTM
Energy Credit rates are equal to the Energy Credit components specified in the table for
BTM COGS and will be updated annually as described there.
FTM Capacity Credit = (1/12) x (Applicable Net CONE) x (Cap of FTM COGS)
Applicable Net CONE = MISO’s Net Cost of New Entry (specified in $/kW-year)
effective when the FTM COGS and utility enter into a 10year service agreement, subject to extension in 5 year
increments at the end of the initial term and each
subsequent term. Net CONE shall be updated upon any
extension.
Cap of FTM COGS =

FTM Trans Credit =

MISO’s accredited capacity amount (in kW) then effective
for the FTM COGS at the time of the service agreement or
any extension thereof.
$0

DLF (Distribution Loss Factor) = 1.03
EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 39 of 50

RATE FILE

Sheet No.
Schedule No.

4 of 6
Pgs-2

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Customer-Owned Generation Systems (Greater than 20 kW)
4. On-Peak and Off-Peak Hours and Holidays
On-Peak Hours: 8:00 a.m. – 8:00 p.m., Central Prevailing Time, Monday through Friday,
excluding Holidays.
Off-Peak Hours: All hours that are not On-Peak Hours.
Holidays:
New Year’s Day, Memorial Day, Independence Day, Labor Day,
Thanksgiving Day, and Christmas Day, or the date celebrated as such.
5. Minimum Charge
The monthly minimum charge paid by the customer shall be the customer charge.
6. Power Factor
The customer shall maintain a minimum power factor as specified in Wis. Stats. Chapter PSC
119.20 (7).
7. Negotiated Rates
Customers with generation systems greater than 20 kW have the right to negotiate a buy-back
rate. The buy-back rate cannot be greater than the full avoided cost.
The following are the required procedure guidelines:
a. The utility must respond to the customer-owned generating system within 30 days of the
initial written receipt of the customer-owned generating system proposal and within
30 days of receipt of a subsequent customer-owned generating system proposal,
b. The utility’s rejection of the customer-owned generating system proposal must be
accompanied by a counter-offer relating to the specific subject matter of the customerowned generating system proposal, and
c. If the utility is unable to respond to the customer-owned generating system proposal
within 30 days it shall inform the customer-owned generating system of:
1) Specific information needed to evaluate the customer-owned generating system
proposal.
2) The precise difficulty encountered in evaluating the customer-owned generating
system proposal.
3) The estimated date that it will respond to the customer-owned generating system
proposal.
EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 40 of 50

RATE FILE

Sheet No.
Schedule No.

5 of 6
Pgs-2

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Customer-Owned Generation Systems (Greater than 20 kW)
d. The Commission may become involved in the utility negotiations upon showing by either
the utility or the COGS that a reasonable conclusion cannot be reached under the above
guidelines. The Commission may provide a waiver to the guidelines and order new
negotiation requirements so that a reasonable conclusion can be reached.
e. A copy of all negotiated buy-back rates shall be sent to the Commission. These rates
shall not be effective until the contract is placed on file at the Commission.
8. Charges for Energy Supplied by the Utility
Energy supplied by the utility to the customer shall be billed in accordance with the rate
schedules of the utility under which the customer is served.
9. Maintenance Rate
A customer-owned generation facility may be billed lower demand charges for energy
purchased during scheduled maintenance provided written approval is obtained in advance
from the utility. Demand charges other than “Distribution Demand” shall be prorated if
maintenance is scheduled such that the utility does not incur additional capacity costs. Such
prorated demand charges shall be calculated as the demand charge rate times (the number of
days in the billing period minus the number of authorized days of scheduled maintenance),
divided by the number of days in the billing period.
10. Application Process and Customer Obligation
See Wis. Admin. Code ch. PSC 119, Rules for Interconnecting Distributed Generation
Facilities.
11. Utility Obligation
a. Metering Facilities
The utility shall install appropriate metering facilities to record all flows of energy
necessary to bill in accordance with the charges and credits of the rate schedule. To the
extent that the utility determines a separate meter is required for the generator, the utility
will charge a monthly meter charge of $8.00 for such meter. Non-Standard Metering
service is not available for customer metering under this schedule.
b. Notice to Communication Firms
Each electric utility shall notify telephone utility and cable television firms in the area
when it knows that a customer-owned generating facility is to be interconnected with its
EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 41 of 50

RATE FILE

Sheet No.
Schedule No.

6 of 6
Pgs-2

Public Service Commission of Wisconsin

Amendment No.

99

STURGEON BAY ELECTRIC UTILITY
Customer-Owned Generation Systems (Greater than 20 kW)
system. This notification shall be as early as practicable to permit coordinated analysis
and testing in advance of interconnection, if considered necessary by the electric or
telephone utility or cable television firm.
12. Right to Appeal
The owner of the generating facility interconnected or proposed to be interconnected with a
utility system may appeal to the Commission should any requirement of the utility service
rules filed in accordance with the provisions of Wis. Admin. Code § PSC 119.40, or the
required contract be considered to be excessive or unreasonable. Such appeal will be
reviewed and the customer notified of the Commission’s determination.
13. Renewable Energy Credits and Benefits
All renewable energy credits and benefits, emissions allowances, or other renewable energy,
air emissions, or environmental benefits for which the customer’s generation system qualifies
under any existing or future applicable law shall remain the property of the customer.

EFFECTIVE:
PSCW AUTHORIZATION:

July 1, 2026
Final Decision in Docket 5780-TE-111 issued April 6, 2026

Page 42 of 50

TO:
FROM:
DATE:
SUBJECT:

Waupun Utilities Commissioners
Steve Brooks, General Manager
September 14, 2026
General Manager Report

2027 Budget Process
Staff continues to work through the 2027 budget process. Department heads have
submitted preliminary budgets for their respective departments, and staff is reviewing
and refining the numbers to ensure they align with operational needs and the overall
financial goals of the utility. We will continue to make adjustments as we work toward a
balanced and responsible 2027 budget.
A preliminary budget presentation is scheduled for the Utility Commission’s October
meeting. Staff will present the preliminary budget, along with high-level
recommendations and key areas of focus, as we work toward finalizing the 2027
budget.
Strategic Planning Session
I attended WPPI’s Strategic Planning Session on August 27–28. The session focused
on business plan priorities, power supply strategies, future capacity needs, and
extensions to existing power supply contracts. The discussions provided an opportunity
to look at the longer-term needs of member utilities and the strategies WPPI is
considering to ensure reliable and cost-effective power supply for its members.
Comtech Substation Transformer Failure Update
Staff has identified a suitable replacement transformer from an investor-owned utility
and has reached an agreement on the purchase price. Waupun Utilities has completed
the necessary cost estimates and provided the information to the insurance adjuster for
review and approval. We are currently working with the adjuster to obtain confirmation
of coverage so we can proceed with the purchase and installation of the interim
transformer.
The transformer will provide an interim solution while Waupun Utilities continues to
evaluate the long-term repair or replacement of the failed transformer.

Page 43 of 50

Customers First Coalition Power Breakfast
Mayor Bishop, our Billing Representative, and I will attend the Customers First
Coalition’s annual Power Breakfast on September 15. The event brings together
policymakers, energy leaders, and stakeholders to discuss the key factors shaping
energy costs in Wisconsin.
This year’s discussion will focus on how global fuel markets, infrastructure investment,
and customer usage—particularly during Wisconsin winters—affect energy bills, as well
as the role effective utility regulation plays in managing these pressures. The event
provides an opportunity to stay informed on issues affecting our customers and the
utility industry.
WPPI Annual Conference
WPPI’s Annual Meeting will take place September 16–18, 2026, at Blue Harbor Resort
in Sheboygan, followed by the WPPI Board of Directors meeting on Friday morning. The
Annual Meeting brings together member utilities to discuss industry opportunities and
challenges, receive updates on key initiatives, and share ideas and experiences through
joint action.
Waupun Utilities will have one employee recognized at the conference for successfully
completing the WPPI Joint Action Leadership program.

This concludes my report for September 2026. Please contact me at 324-7920 or
[email protected] with any questions or concerns.

Page 44 of 50

TO:
FROM:
DATE:
SUBJECT:

Waupun Utilities Commissioners
Owen Vande Kolk, Electric Operations Superintendent
September 14, 2026
Electric Operations Report

Electric Department Update:
Call-Ins
On 8/17 at approximately 1:00 a.m., the lineman on call responded to an outage at 514 and 516
Maxon St. A tree branch fell on the service wires to the home. Power was restored at approximately
3:00 a.m.
On 9/4 at approximately 6:50 a.m., a tree at 462 E. Jackson St. fell and broke a three-phase corner
pole on E. Jackson St. The resulting outage affected approximately 90 customers. WU crews
replaced the pole and restored power to all affected customers at approximately 12:30 p.m.
Primary URD Cable Replacement
As part of our annual primary cable replacement plan, crews will be installing new conduit and primary
cable at three locations throughout the city:


S. Harris Ave. to the Dodge County Housing Authority transformers
o Approximately 1,200’ of new conduit and primary cable.
N. West St. feed to residential URD transformer
o Approximately 450’ of new conduit and primary cable.
County Park Campground
o Approximately 800’ of new conduit and primary cable.

N. and S. Harris Pole Replacement

Five 45’ three-phase poles have been installed on North and South Harris.
o The poles are part of a three-phase feeder out of the Main Sub that are aging.
o Two of the five poles will have new URD cable risers installed as part of the primary
URD cable replacement project mentioned above.

Development Planning

City of Waupun Alley Project
o All new infrastructure has been installed. Crews will work with communication
companies to remove the old pole in advance of finish grading, concrete, and paving.
Shaler Dr. Street Lighting Infrastructure
o Includes 21 new 30’ aluminum poles and concrete bases.
o Approximately 5,000’ of conduit and wire installation.

Page 45 of 50

o A directional drilling contractor will be utilized from Claggett Ave. to Country View Dr.
Site Planning and Utility Design for 60-Unit Housing Development
o Working with developer on electric easements, transformer and service locations, and
transformer sizing.

WPPI Shared Services

GIS
o
o

o

A GIS specialist from WPPI completed 34”x35” printable system maps.
The maps will be available for use during a large-scale mutual aid event when internet
access or online mapping applications may not be readily available to responding
crews.
Maps included:
▪ Feeder identification
▪ Fuse and three-phase switching locations
▪ Substations
▪ Transformer identification

This concludes my report for the September 2026 WU Commission Meeting. Please contact me at
324-7920 or [email protected] with any questions or concerns.

Page 46 of 50

TO:
FROM:
DATE:
SUBJECT:

Waupun Utilities Commissioners
Darren Sytsma
September 14, 2026
Monthly Operation Report

Water Treatment Facility:

Call-In Report
No call-ins to report.

Operations
Both scale inhibitor pumps experienced a loss of flow. Staff diagnosed the
equipment, made repairs to the pump suction equipment, and restored proper
chemical flow to the RO skid.
Three members of the Treatment Facility staff attended a free Wells & Pumps –
Operations & Maintenance class held at Municipal Well & Pump on September 10.
A tentative schedule has been set for the week of October 5 to complete the radio
upgrade installation at the Water Plant, wells, towers, and lift stations.

Wastewater Treatment Facility:

Call-In Report
ABNR alarms continue to cause call-ins and remote logins to acknowledge and clear
alarms. SCADA repair technicians have now included Allen Bradley in discussions to
help identify possible causes.

Operations
Staff installed four temporary clarifier launder covers, which have proven successful
in eliminating unwanted algae growth in the clarifier troughs.
Utility staff met with BCC to discuss the City sewer use ordinance and the presence
of non-compliant material found in sewer lines during annual collection system
cleaning.

Page 47 of 50

Operations (continued)
The Treatment Facility department is now fully staffed with the addition of a new
Treatment Facilities Operator. Jeff brings previous water and wastewater experience
and holds full WDNR certifications for both water and wastewater treatment.
The recently promoted Treatment Facility Lead is continuing his education by attending
classes through CVMIC. He is currently enrolled in the Emerging Leader Certification
Program.
Treatment Facility Operator David has attended several Wisconsin Rural Water
Association groundwater and distribution classes in preparation for his upcoming
WDNR testing in November.
Thirty WPPI staff members were given an overview of the Water and Wastewater
Treatment Facilities, followed by a tour of the Control Room, Laboratory, and the ABNR
treatment process.
Next week, we will be hosting the Municipal Environmental Water and Wastewater
Groups (MEG). MEG Wastewater will hold its meeting in the morning, followed by a
brief tour of the ABNR facility. MEG Water will then hold its meeting after lunch.
Steve, Jen, and I met with Greater Envision Fond du Lac’s Business Retention and
Expansion staff to discuss how they could help us connect with others in the county and
further develop future connections. As a result of this meeting, Jen and I will be meeting
with staff at the MPTC Fond du Lac Campus later this month to tour the facility and
discuss learning opportunities available to Treatment Facility staff related to the
Industrial Electrician Apprenticeship and the Electricity and Electromechanical
Technology programs.

This concludes my report. Please do not hesitate to contact me with your questions or
concerns at 324-7920 or [email protected].

Page 48 of 50

TO:
FROM:
DATE:
SUBJECT:

Waupun Utilities Commissioners
Matt Geschke
September 14th, 2026
Monthly Operation Report

Collection and Distribution Crew
Call-In Report

On Thursday, August 27, staff responded to 306 E. Main St. for a copper water service that had been
damaged by a contractor. Upon arrival, staff found that the copper service had been pulled out of the
building, which caused the water meter to break and resulted in damage to some of the internal plumbing.
Staff contacted a local plumber to complete the necessary repairs to the internal plumbing in the
basement. Once the plumbing repairs were completed, Waupun Utilities staff installed a new water meter
and restored water service.

On Saturday, September 5, staff responded to 320 E. Main St. for a low water pressure complaint. Upon
arrival, staff determined that the newly installed curb stop had not been fully opened following the
contractor's installation of the new water service. Staff fully opened the curb stop, restoring proper water
pressure to the property.

Water Distribution Operations

Valve exercising continues throughout the system. Staff currently have approximately one more week of
valve exercising work remaining. Once valve exercising is completed, staff will begin hydrant
maintenance.

Sanitary Sewer Operations

Staff continue to flush sanitary mains throughout the city as part of ongoing sanitary sewer maintenance.

Staff also replaced the sanitary lateral at 708 Tulip Lane due to a significant sag in the lateral that was
causing recurring sewer backups. The existing lateral was removed and a new sanitary lateral was
installed to correct the issue.

Staff also capped an unused sanitary lateral at the new Pelton Development. The lateral was capped
because it will not be utilized as part of the new development.

North Alleyway Reconstruction Update

All water main installation has been completed, tested, and placed into service throughout the project.
Staff have removed all temporary water lines.

All fire hydrants are active and ready for use. Fire flow testing will be completed after the asphalt has
been installed.

All sanitary sewer main and sanitary laterals have also been installed throughout the project.

Page 49 of 50

Shaler Drive Extension Update

All water main installation has been completed and tested. The remaining work is to complete a fire flow
test on one hydrant.

This concludes my report. Please do not hesitate to contact me with your questions or concerns at 324-7920 or
[email protected].

Page 50 of 50

TO:
FROM:
DATE:
SUBJECT:

Waupun Utilities Commissioners
Chelsea Lisowe, Energy Services Manager
September 14, 2026
Energy Services Manager Report

Thank you to Waupun Utilities for hosting WPPI’s August MRCS (Member Relations,
Communications, & Services) department meeting
o Tour of WWTP was very well received

Power Partner Rewards Events (Residential Smart Thermostat Adjustment Program)
o 9/1: 3-5pm
o 9/3: 5-7pm

WPPI Annual Meeting, 9/16-18, Blue Harbor Resort- Sheboygan
o Wed: Public Power Golf Open
o Thurs: Awards, program speakers, breakout sessions
▪ Topics include: industry changes, data centers, AI, state of WPPI, policy,
finance & rates, power supply, customer engagement & technology, utility
governance
o Fri: BOD meeting

Public Power Week, October 4-10th
o Third grade poster coloring contest again
o Raffle of electric powered items for residential customers

Provenance

Where this record came from. Every source is listed, permanently.

  • Agenda Watch · Sep 11, 2026

Permanent ID DKT-2026-001851 — this record is never deleted.

Record history

Every change to this record, logged as it happened.

  • Sep 11, 2026 Filed on the Docket
  • Sep 11, 2026 Full document archived — public record

← The full Docket · every meeting, vote, and action on the permanent record · also in the National Record Index.