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Whitefish Bay approves special‑assessment software for lead service‑line work; implementation set for 2027
Summary
The village board unanimously approved contracting with a finance software vendor to add a special‑assessment module to manage lead service‑line replacement billing and tracking; staff said the vendor will implement the module in 2027 and annual fees start at go‑live.
The Whitefish Bay Village Board unanimously approved a contract to purchase a special‑assessment module for its finance system to track lead service‑line replacement assessments and payment plans.
Village Manager Kelsey told the board staff expects substantially more special assessments as lead service‑line replacement work ramps up and that the proposed module will help track interest rates, ad hoc principal payments and individual resident accounts. She said the vendor’s implementation schedule means the village would not go live until 2027 and that annual license fees would begin only when the system is implemented.
Kelsey said there is a CPI limitation in the contract language that constrains future annual increases. The board voted to approve the contract in a single action during the March 2 meeting.
Finance staff will finalize implementation timing and training plans and return to the board with updates ahead of the vendor’s 2027 rollout.
