Business Services

The primary responsibilities of the Business Office include accounting and financial reporting, facilities, insurance and risk management, payroll, audit and budget, and financial planning, among others. Several information resources and contacts are posted at the bottom of this page. If you cannot locate the information you seek, please contact my office for assistance.

We sincerely appreciate the financial effort extended by our community to support the District. We attempt to demonstrate our appreciation each day by working diligently to develop great schools and great students while using resources wisely.

Request for Proposal (RFP): School Photography Services

The Oconomowoc Area School District requests proposals for School Photography Services beginning in the 2022-2023 school year. Vendors are asked to submit RFP’s for the District contract. Vendors are required to review and abide by all terms of the RFP, which is linked here.

Proposals must be received no later than 2:00 p.m. on Friday, October 29, 2021.

Meet Our Team

Director of Business Services
Beth Sheridan
Click here to email Beth Sheridan

Accounting Manager
Chelsea Indra
Click here to email Chelsea Indra 
Main Fax:  262-560-2103

Internal Auditor/Accountant
Pam Seibel
Click here to email Pam Seibel
Main Fax:  262-560-2103

Accounts Payable Specialist/Accounting Analyst
Kristin Woodard
Click here to email Kristin Woodard
Fax: 262-560-2102

Payroll Specialist
Stephanie Drew
(Teacher, Sub Teacher, Administrators)
Click here to email Stephanie Drew
Fax: 262-560-2102

Benefits and Wellness Specialist
Jennifer Johnson
Click here to email Jennifer Johnson

Business Office/Payroll Administrative Asst.
Denise Koch (Paraprofessionals, Custodians, Admin Assistants, Extracurricular)

Click here to email Denise Koch
Fax: 262-560-2102


Contracted Services

Financial Information

Budget Summary

2021-22 Budget Overview

The District’s budgetary financial framework is determined primarily by the State of Wisconsin’s budget.  This is the first year of the State's 2021-23 budget and many key variables are uncertain.  The State-level political environment is exceptionally challenging. The Governor is setting his reelection budget, GOP priorities do not align with the Governor’s, and there are many conversations about the potential significant influx of federal dollars (ESSER II and III) to support education. Until a clearer state financial picture emerges, district budget planners have been advised to exercise caution and use conservative estimates in developing 2021-22 budgets.

The 2021-22 budget proposal has been built using conservative assumptions for revenue limit authority and special education categorical aid as compared with those currently being discussed for the State’s biennial budget. With the influx of federal funding through the Elementary and Secondary School Emergency Relief Fund II and III (ESSER II and III), there is consternation that increases in State-level funding may be withheld. In addition, there are a number of considerations that must be estimated, including enrollment, equalized property values, and State aid.

This budget supports the instructional mission of the OASD as demonstrated by sustaining these key initiatives:

  • Pupil-to-teacher ratios which are appropriate for each grade level and which support a positive environment for learning.
  • A Response to Intervention system that meets the needs of all learners and decreases the need for referral to special education.
  • A commitment to Universal Design for Learning to support student learning styles and meet the needs of diverse learners.
  • Implementation of an interventionist pay schedule, additional intervention time to address learning achievement gaps, and creation of RTI facilitator roles at the intermediate level to coordinate math and literacy interventions and build staff capacity.
  • Consistent annual funding for curriculum materials, instructional technology, and staff development, all of which place OASD among the leading school districts in Wisconsin.
  • A technology plan that supports a 1:1 student-to-device ratio in grades 5K through 12, and 5 iPads per classroom in 4K. The technology plan also provides reliable student access and use of mobile technology supported by OASD’s high-speed fiber network and wireless infrastructure.
  • Coaching and mentoring services to support OASD’s Universal Design for Learning curriculum delivery approach and instructional technology plan.
  • Professional consultation and staff development to further the District’s diversity and equity plan of work.
  • Students’ social-emotional well-being is supported through continued community partnerships with GALS Institute, On Purpose Psyche, and Family Services of Waukesha, and a Student and Family Assistance Program (SFAP).
  • Continued support for Achievement Via Individual Determination (AVID) at OHS.
  • Addition of a second Alternative Education position at OHS and reconfiguration of a coordinator position to lead the Resilient Schools initiative responding to student needs and providing coaching to build staff capacity.
  • Evaluation and implementation of, along with staff professional development for, a student social and emotional universal screener and new student services curriculum.
  • Continuance of a Dean of Students role at the intermediate schools to work collaboratively with building leaders to ensure all students have opportunities to achieve at high levels academically, socially, and emotionally. The Dean of Students (1) assists with the daily operation of the school with an emphasis on Restorative Justice and Positive Behavioral Interventions and Supports (PBIS); (2) provides leadership and is a resource for the Student Services Team in providing a data-driven Multi-Level System of Support (MLSS); and (3) promotes an inclusive learning community that supports social interaction, active engagement in learning and self-motivation.
  • A commitment to facility preventative maintenance, renovation, infrastructure improvements, and long-term capital project funding.
  • A sustainable educators’ salary model that provides competitive compensation and attracts and retains OASD’s high-quality certified staff.
  • Competitive salaries and wages for all employee groups.

Tax Levy

Decreasing .02%. Five factors contribute to this change: (1) Declining enrollment creating Revenue Limit exemptions, (2) modest expenditure increases, (3) $0 increase in revenue limit authority, (4) the State aid assumption, and (5) a lower debt service levy.

State Equalization Aid

Decreasing 15%. This is a 'worst case' yet realistic scenario. The change is anticipated due to moderately increasing expenditures with declining enrollment, thereby increasing the District's shared costs. Decreasing aid puts greater pressure on the local property tax in the State-Local funding partnership.  

Mill Rate

Decreasing 2.93%. An increase of 3% was used to estimate OASD's equalized tax base. OASD's tax base increased 6.7% last year and has grown each of the past six years, averaging 5.06% growth. Tax base growth helps to offset increases in the tax levy.

Student Enrollment

Decreasing FTE count .8%. This is a conservative enrollment estimate that assumes a decrease of 42 students (5,181 to 5,139). The 'three-year-rolling-average' membership decreases by 96 students to 5,277. Enrollment has been declining over the past several years. Enrollment studies predict this trend to reverse in the near future.
Third Friday September Count - coming soon!
Second Friday January Count - coming soon!

2021-22 Budget Proposal

2021-22 Budget Proposal (PDF)

2021-22 Budget Addendum (PDF)

2021-22 Budget Presentation (PDF)

2020-21 Budget Proposal

2020-21 Budget Proposal (PDF)

2020-21 Budget Addendum (PDF)

2020-21 Budget Presentation (PDF)

2020-21 Budget Amendment (PDF)

Financial Audit Report 

OASD Financial Audit Report 2020

OASD Financial Audit Report 2019

Moody's Financial Bond Rating

Moody’s Investors Service has assigned an Aa2 rating to Oconomowoc Area School District, WI’s $19.9 million General Obligation School Building and Improvement Bonds, Series 2018. Concurrently, Moody’s maintains the Aa2 rating on the district’s outstanding general obligation unlimited tax (GOULT) debt. Post-sale, the district will have $93.6 million of GOULT debt outstanding.  The Aa2 rating reflects the district’s sizeable tax base supported by above average income levels and located within commuting distance of Milwaukee (Aa3 stable). The rating also reflects the district's solid financial position, as well as its modest exposure to unfunded pension liabilities, and above average debt burden following issuance of voter approved debt.

The full report is available upon request.  Please contact the OASD Business Office.

Service Fund Levy Survey - DPI

Registration & Enrollment

OASD Online Registration Information

Visit the OASD Registration Information page for details on online registration.

Student Fees

2021-2022 Student Fee Schedule & Parent Fees FAQ (PDF)

Additional Financial Forms

Sharing Information With Other Programs Form

Financial Difficulty Information

Step-by-Step Online Payment Instructions

915 E. Summit Avenue
Oconomowoc, WI 53066
Nondiscrimination: The Oconomowoc Area School District provides assurance that no student is discriminated against because of the student's sex, race, color, religion, national origin, ancestry, creed, pregnancy, marital or parental status, sexual orientation, or physical, mental, emotional, or learning disability.
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