HomeMy WebLinkAboutAgenda Report - September 15, 2004 E-14 PHAGENDA ITEM Ffto'144
klik CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Receive Downtown Lodi Business Partnership 2004/2005 Annual Report, Adopt
Resolution of Intent to Levy Annual Assessment and Set Public Hearing for
October 6, 2004.
MEETING DATE: September 15, 2004
PREPARED BY: Management Analyst, City Manager's Office
RECOMMENDED ACTION: Council action will be threefold. (1) To receive the downtown Lodi
Business Partnership (DLBP) 2004/2005 Annual Report as
submitted by the DLBP Board of Directors and in accordance with
Section 11.0 of City Ordinance No. 1654, (2) To adopt a Resolution
of Intention to levy an annual assessment for that fiscal year, (3) To set Public Hearing Date for
October 6, 2004 confirming the Report and Intent to Levy Annual Assessment.
BACKGROUND INFORMATION: As part of the annual budget process and pursuant to Section 11.0
of City Ordinance No. 1654, the DLBP membership Board is
required to present an Annual Report for City Council's review and
approval. This must be done prior to the beginning of a billing
period. The purpose of this process is to comply with the Ordinance provision and those of the Streets
and Highway Code regarding public notice and hearing, prior to establishing the benefit fees for the
following billing period. Representatives of the DLBP will be present at the public hearing on October 6th,
and will make a presentation regarding the attached report. The levy of the annual assessment will
also be discussed at the October 6th meeting.
FUNDING: None Required
J es R. Krueger, Finance Director
,C 1/
J L. Hamilton
a agement Analyst
Attachments
cc: Peter Westbrook, DLBP Board Chair
APPROVED:
Ja—nyf S. Ke er, Interim City Manager
September 7, 2004
Ms. Janet Keeter, Interim City Manager
City of Lodi
Lodi, CA95241
Dear Janet:
Subject: ANNUAL REPORT 2004/2005
Section 11.0 of the City Ordinance Number 1654, establishing the Downtown Lodi Business
Improvement Area, requires that we submit to you in September of each year, our annual
report and budget.
In addition, the State of California Streets and Highways code, which is the enabling
legislation, also specifies that certain additional information be provided. You will find all
of the required information contained in our report.
We have provided you with seven copies ----five for the City Council, one for the City
Manager, and one for the City Clerk.
Sincerely,
Board of Directors
Downtown Lodi Business Partnership
2004/2005 ANNUAL REPORT TO THE CITY OF LODI
Items listed below refer to Section 36533(b) of the California Streets and Highway Code
1. No changes in boundaries of benefit zones within the area are proposed.
2. No physical improvements are planned.
3. Budget for the "Budget year July 12003 through June 2004 is enclosed. (Exhibit B)
4. A Benefit Fee Schedule and a Map of the Business Improvement Area are enclosed as
Exhibits C & D respectively. There are no changes in the Benefit Fee Schedule.
5. The Budget details all sources of income and projected expenses.
Exhibit A
The Downtown Business Improvement District ---is Lodi's core shopping district. Like in any
city, the Downtown business community is important to the City's overall health and vitality.
Over the past 5 plus years it has become a source of great civic pride and accomplishment as
Downtown Lodi is the model for redevelopment throughout the Central Valley and the State.
The City and its business partner's, include the land owners, business owners, investors,
merchants, and the Downtown Lodi Business Partnership --have turned things around. Even
though we are succeeding..... we will always be a work in progress. Business areas that are
not in a perpetual mode of change will die.... The DLBP intends to maintain the historical
character of the Downtown, while evolving it into The Community Shopping and Dining
Center of Lodi.
The City basically owns the infrastructure of a large "Community Shopping Center," ---spread
out over many blocks, instead of being concentrated in a grouping of buildings similar to the
format of a privately owned shopping center. Along with the businesses and merchants ---being
represented by the Downtown Lodi Business Partnership (DLBP)---we work with the City
staff to manage the downtown. We establish and administer procedures for use of streets for
various activities and events. The DLBP is your front line management for our Community
Shopping Center working to enhance that infrastructure to be a destination place for all
Lodian's and visitors alike.
The DLBP has been in existence for over five years. We have created a stronger downtown with
teamwork. Our very active board of directors is the main leadership element of the partnership
and continues to work effectively to represent and unify the merchants. Along with the
Executive Director and staff of the DLBP we have accomplished the following in the last
year....
Continued the expansion of all events and projects including an expanded Farmers
Market, Kiddie Parade, the larger than ever, Parade of Lights, See's Candy Project,
Christmas promotions including a cooperative effort on a Santa project with the Fire
Department, and a new Halloween kids parade.
Adopted a new Banner program (a two year plan) that was implemented in June 2004
and to be funded solely by DLBP events, sponsorships, donations and other activities.
Collaborated with the Lodi Chamber of Commerce to produce two very successful
"School Street Wine Strolls. "
Presented a new 4 day holiday event, Downtown Lodi Dickens Faire. Downtown Lodi
Streets became a Victorian era holiday scene with street performers and merchants
wearing authentic Victorian era attire along with horse drawn carriage rides and
roasted chestnuts.
• Brought the first ever ice rink to Lodi. Hundreds of young and young at heart flooded
downtown for a chance to glide across the glimmering ice.
• Our Parking Committee and staff continued to work with City staff on parking
management.
' Set up an Economic Development Committee to coordinate and interface with the
City's overall economic development program. Our Web site
www.downtownlodi.com... now has a listing of property owners to aid potential
businesses with the availability of lease space in the Downtown.
' The Web page for the DLBP also provides the individual Downtown Merchants the
opportunity to have their own web page and contains a complete listing of all merchants
in the Downtown Area. This service is monitored by the DLBP staff in cooperation with
one of our key downtown merchants....Shared Network Services, who has provided
this service at no charge to the DLBP.
• Developed an area use policy for organizations that want to use the Community
Shopping Center streets for events.
' Facilitated member concerns and been an advocate on behalf of our merchants.
• Held the second annual ---Family Faith Festival ----which took place in August and drew
over 12 thousand people to our Downtown. The event was open to ALL faiths.
• Collaborated with the Lodi Visitors & Convention Bureau to make our members aware
of this agencies fine work, and their role in supporting Downtown.
Continued City funding will be crucial to the success of this organization ----and will be for
some time to come. The Downtown that we have built together will continue to change and
grow. We are now in the second phase of development and can look forward to continuing
successes.
Our success ----in, working together ----is just beginning. We thank the City Council and City
Staff for all of the support that has been provided to the downtown and the DLBP.
We would ask for your patience as we keep in mind the goal of the City and the DLBP is the
same.....To have a profitable and thriving downtown.
WE AGAIN THANK YOU---- FOR YOUR CONTINUED SUPPORT
IN THIS PARTNERSHIP
Marketing Plan For The Year 2004/2005
Purpose & Goals
Our basic marketing plan is to use the many events listed above as the primary tool of showing
off our beautiful Downtown area. We will continue to develop additional events with our
ultimate goal of making Downtown Lodi the valleys Entertainment Mecca.
The goal of the 2004/2005 marketing plan is multi faceted, it contains an integrated advertising
plan, an outline of the various events, from the ongoing established events, to the potential new
items, a proposed public relations program, and finally an internal component for marketing to
our merchant constituents.
The promotional plan is designed to send the message of Downtown Lodi to established
customers in our immediate marketing area, do an outreach to secondary out laying market areas,
and to visitors passing through our community. We will continue to use and promote 'Your
Community Shopping Center", "Downtown Lodi, It's The Place To Be".
Continue full program of member services in order to assist members with their business and
allow them to take advantage of our combined resources. These programs consist of the
newsletter, membership meetings, New business information packages, Parking
management/committee, Marketing and promotions committee, Restaurant Committee, and an
office staff to serve the membership and the public. We will also continue to serve as an
advisory advocate for the membership in dealing with the City of Lodi.
ADVERTISING & PROMOTIONAL TOOLS
NEWSPAPER - We primarily used the Lodi News Sentinel the last two years. We will
continue to do so, but with the majority of the advertising being done in a tabloid format. We
will do 8 tabs in 2004 and plan 8 tabs in 2005.
In addition we will use the Galt Herald, and The Record on a limited basis for promoting events.
BILLBOARDS - Because this is a prohibitively costly tool for marketing, it will only be used if
there is enough interest, on a cooperative basis. Example ---if our restaurant and entertainment
groups or furniture groups or any combination thereof wanted to participate.
WEBSITE - We will continue to develop and promote our web site to the general public,
general membership and community organizations. Linking with various organizations such as
the City of Lodi, Lodi News Sentinel and the Chamber of Commerce.
We will also encourage our business members to further develop their own web sites, and hold
one or two seminars to assist them with their site development.
BANNERS- The DLBP launched its sponsor a banner program in June 2004. This campaign
coincided with the 18 week Farmers Market and will continue to promote seasonal events and
activities throughout this year and next through a very innovative and very popular mechanism.
Look for New more banners.
BROCHURES - Continue to print and expand on the distribution of our Downtown brochures.
These brochures will be available to downtown businesses, the Chamber office, Visitors Bureau,
City of Lodi and the DLBP office.
GENERAL MEMBER BUSINESS PROMOTION AND PUBLIC RELATIONS: We will
continue to feature business profiles in our tab and encourage the Lodi News Sentinel business
editor to do articles about downtown businesses. We will continue to do press releases for new
and expanded businesses downtown.
DOWNTOWN DISCOUNT - We have developed a "Downtown Lodi Discount Coupon" to be
given primarily by restaurants, but suggested to other merchants as well. The target market will
be Lodi, North Stockton, Elk Grove, South Sacramento and the Eastern Foothill areas. Featuring
a full-page color ad --using our non profit structure-- we will design, bill and place the advertising
once per month.
Depending on interest and participation this program will start in February 2004, and run for 6
months after which, the results will be analyzed for possible continued use.
SHOP LODI PROGRAM
The purpose of this program is to convince consumers to shop Lodi
first before going out of town to do their buying.
Shopping locally permits the local businesses to expand and allows them to underwrite
community events, support charities, sponsor youth activities and generally help the community
from which they derive their well being.
Sales tax is one of the most important sources of funding that pays for the city of Lodi Police,
fire, maintenance personnel, street services, and all other city functions. Sales tax for the city of
Lodi income needs to be improved.
Shop Lodi goals will be to increase purchases made in Lodi thereby increasing retail sales and
sales tax revenue.
The purpose of this program is to educate the public and increase community awareness of the
benefits of making their purchases in Lodi.
We will need to enlist the cooperation of the City of Lodi, the Lodi Chamber of Commerce, and
the Lodi Visitors and Convention Bureau to promote the Shop Lodi Program.
It is recommended that this program be developed to start in the Fall months ---October through
December.
oo Niche marketing plans----Definition--Niche strategies for Downtow--- this marketing
concept is valid when you have a group of like businesses that can be marketed as a
group. Examples for our downtown are Restaurant group (30+), Furniture (4 major plus
several peripheral stores), and entertainment (stadium 12, Movie City, Rosewood,
Angelo's, Moo Moo's, Tillie's, Etc)
o Established a restaurant page in the tab
o Articles and group ads for furniture
o Entertainment grouping.
RADIO AND CABLE TV --These two medias will NOT be a part of our NORMAL usage. If
budget allows, we will consider using these for special events only. These medias take large
advertising budgets to be effective ---currently we do not fall into this category.
PORTFOLIO PRESENTATIONS—We are in the process of developing four portfolio
presentations ---New Member Packets, Visitors & Convention Bureau hand out, City of Lodi
Economic Development hand out, and Local Consumers handout.
All portfolios will feature our Downtown Brochure. The local hand out will also contain
Downtown Coupons, as will the V&CB hand out. The City hand out will be directed at potential
new Downtown businesses and also be used to educated other businesses considering locating
into our area.
SEE'S CANDY—We will continue to build on this promotion. In 2002 we had over 18
merchants participate and sold over 2,500 pounds of candy. This program gives existing
customers a reason to make additional trips into our merchants. It also attracts new customers
into the Downtown ---those not wanting to travel to Stockton or Sacramento to the See's outlets.
We will continue to work on ways to refine and improve this progranrr--by requiring better
merchant displays, window postings and individual merchant advertising. It will be an
educational process to convince and show the merchants that they should also advertise this
service on their own to draw customers into their stores.
EVENTS
Events over the last several years have been the main stay of the marketing program --drawing
more than 200,000 people to the Downtown area. We will continue to rely on the existing
events, and improve on them.
EXISTING EVENTS
oo Farmers Market/Star Search
oo Downtown Lodi Live/Family Faith Festival
oo Kiddie Parade/expanded parade concept
0o Halloween Candy give awa)---Costume parade
oo Parade of Lights
oo Italian Festival (NEW)
oo October fest 2004 (NEW)
oo Christmas Promotion 2004 the Lighting of Downtown Lodi (NEW)
NEW EVENTS—in the planning stage
oo October fest 2004 (NEW�—Thurs Friday & Saturday—
oo Christmas Promotion 2004 the Lighting of Downtown Lodi (NEW)
oo Lodi's Centennial Celebration (2006)
We may from time to time add new events only if there is a distinct profit potential
FUTURE GOALS
oo Introduce more Downtown Lodi Live events—Make Downtown Lodi the Entertainment
Mecca for the valley
oo Continue to build a collaborative relationship with the City Council—Keep our
Partnership focused and fresh
oo Create a Blue Print/plan for the future so that the DLBP can work with Big Boxes
and after the November election work with Big Box Representatives to voluntarily
join the assessment district and support revitalization.
oo Develop more collaborative events with organizations such as the Lodi Visitors and
Convention Bureau, Lodi Chamber of Commerce, The Boys & Girls Club, Lodi House,
oo and similar organizations
oo Continue with the new Banner program (no more than a two year plan to include seasonal
banners) beginning in June the DLBP created a sponsor a banner program that allowed us
to purchase new banners for the Downtown district for the Farmers Market. Funded
solely by DLBP events, sponsorships, donations and other activities.
oo Review and update the Assessment Fee Schedule by for the assessment year of 2005 to
better reflect the membership benefits and an equitable fee structure
oo Expand the boundaries of the Business Improvement District by 2005/2006
oo Outreach to the general community, and expand major corporate sponsorship interest in
events and other participation in the "Community Shopping Center"
oo Expand our volunteer base for the Downtown Events by reaching into the community
oo Develop additional strategies with the City Staff for better programs in the following
areas ----directional signage for the Downtown, creative parking solutions, Economic
Development, management and commercial use of the new parking structure, and
billing/collections
MISSION STATEMENT
DOWNTOWN LODI BUSINESS PARTNERSHIP
The Downtown Lodi Business Partnership is a non-profit corporation,
comprised of businesses that make up the Downtown business community.
The main goal is to encourage growth and prosperity in the Downtown
Community Shopping Center of Lodi and to maintain its economic health on an
ongoing basis. This will be accomplished by;
' Encouraging development of new businesses while retaining and
revitalizing existing businesses
' Promoting retail activity by creating and maintaining a quality
environment through coordinated advertising and Downtown events
' Serving as an advocate for Downtown businesses in dealing with local
government, maintenance projects, the media and the general public
September 2004
1:59 PM
04/07/03
Cash Basis
Ordinary Income/Expense
Income
3500 - Income Accounts
Assessments
Booth Rental
City of Lodi Funds
Float Entry
Food Vendor
Sales -Beer & Wine
Sales-Misc.
See's Candy
Sponsership
Ticket Sales
Total 3500 • Income Accounts
Total Income
Cost of Goods Sold
Cost of Goods Sold
See's candy
Beer & Wine
Misc, sales
Total COGS
Gross Profit
Expense
6000 • Advertising
Newspaper
Posters/Banners/Signs
6000 - Advertising - Other
Total 6000 • Advertising
6001 • Bank Service Charges
Downtown Lodi Business Partnership
Proposed Budget
January 1, 2005 through December 31, 2005
Proposed Buget 04/05
34,500.00
21,500.00
52,500.00
8,000.00
8,500.00
10,000.00
1,000.00
18,000.00
25,000.00
10,000.00
189,000.00
189,000.00
11,000.00
4,500.00
1,000.00
16,500.00
172,500.00
10,000.00
10,000.00
3,000.00
23,000.00
300.00
Page 1 of 4
1:59 PM Downtown Lodi Business Partnership
04/07/03
Cash Basis Proposed Budget
January 1, 2005 through December 31, 2005
6170 - Holiday Decorations/Events/Lights
6180 - Insurance
Liability Insurance
Work Comp
6180 • Insurance - Other (Medical)
Total 6180 • Insurance
8,000.00
7,000.00
2,000.00
2,000.00
11,000.00
6200 - Janitorial
Proposed Buget 04/05
6002 - Contributions
0.00
6003 - Dues & Subscriptions
300.00
6004 - Credit Card Fees
400.00
6010 • Event Expense
2,000.00
Entertainment -Event
3,000.00
Food & Drink -Event
2,000.00
Games -Event
1,000.00
Christmas -Event
5,000.00
Labor -Event
3,000.00
Promotions -Event
1,000.00
Rentals -Event
1,500.00
Sanitation -Event
2,500.00
Set Up -Event
0.00
Supplies Misc.-Event
1,500.00
6010 • Event Expense - Other (New Year)
10,000.00
Total 6010 - Event Expense
30,500.00
6170 - Holiday Decorations/Events/Lights
6180 - Insurance
Liability Insurance
Work Comp
6180 • Insurance - Other (Medical)
Total 6180 • Insurance
8,000.00
7,000.00
2,000.00
2,000.00
11,000.00
6200 - Janitorial
0.00
6201 - Kiosk Updates
1,000.00
6230 - Licenses/Permits/Inspections
2,500.00
6235 • Office Supplies
5,000.00
6250 • Postage and Delivery
2,000.00
Total 6270 • Professional Fees
10,500.00
Total -
Accounting
700.00
Bookkeeping
900.00
Coordinators/Planners
1,500.00
CDA Conference
1,500.00
Page 2 of 4
1:59 PM
04/07/03
Cash Basis
6270 • Professional Fees - Other
Total 6270 • Professional Fees
6290 • Rent
6300 • Repairs
6320 • Computer Repairs/service
6300 • Repairs - Other
Total 6300 • Repairs
6340 • Telephone
Internet
6340 • Telephone - Other
Total 6340 • Telephone
6395 Map & Directory Brochures
6396 Meals & Entertainment
6398 • Meetings
6399 • Mileage
6400 • Miscellaneous
6560 • Wages (Full and Part Time)
6570 • Returned check
6820 • Taxes
Federal
Local
State
Total 6820 • Taxes
Total Expense
Net Ordinary Income
Other Income/Expense
Other Income
Other Expense
Net Other Income
Downtown Lodi Business Partnership
Proposed Budget
January 1, 2005 through December 31, 2005
Proposed Buget 04/05
500.00
5,100.00
5,040.00
400.00
200.00
600.00
600.00
1,000.00
1,600.00
6,000.00
300.00
450.00
1,000.00
500.00
65,000.00
0.00
3,000.00
3,000.00
172,590.00
-90.00
160.75
54.91
105.84
Page 3 of 4
1:59 PM
04/07/03
Cash Basis
Net Income
Downtown Lodi Business Partnership
Proposed Budget
January 1, 2005 through December 31, 2005
Proposed Buget 04/05
15.84
Page 4 of 4
EXHIBIT C
Downtown Lodi Business Partnership
Benefit Fee Schedule
ZONE A
ZONE B
Rste " $200. (1-3 amp.) $100.
Restaurants $M. (4.6 amp.) $150.
$400. + 9-00.
Service $150.
Businesses
Profel $100.
Business .
FinarmW 0M.
Institmthns
$ 75.
301
sof
Note; Retail and restaurant businesses Will chard o6 ske Qh"
detWrmhW" by the number of employees, either fUl fie or the'squhraleM
made up of multiples of part-time employees.
Swine" tpe d*ftitons:
MAMMMat Businesses that buy and resell goods, emq*w we .
d0fts ' oe stores. office supplies as we* 09 busito.sees OW sed
prepred #gods and drinks.
5 1n BUSIrw wa that sell servicers. Examples are b"uty oW
bar she , tepair shops, lodging, most automotivb-oft ited bustnassers,
entertainment businesses such as theaters, etc.
PrgfasshmW 5MjMjW Includes Architects, Engineer's, Attorneys, Dents,
Doctors, Acaauntants, Optometrists, Realtors, Insurance Mess, Mortgage
Brokers and most'other businesses that require advanced and/or
specialized licenses and/or advanced academic degrees.
FlUmUSIMI IngUINURM Includes banking and savings and loan institutions as
Well as cred# unions, etc.
- mwwm:� rA,
4A,
W-1-11 77
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LA
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0
E-14
200412005 ANNUAL REPORT TO THE CITY OF LODI
Items listed below refer to Section 36533(b) of the California Streets and Highway Code
1. No changes in boundaries of benefit zones within the area are proposed.
2. No physical improvements are planned.
3. Budget for the "Budget year july 12003 Owatigh hane 2004 January 2005 through
December 2005 is enclosed. (Exhibit B)
4. A Benefit Fee Schedule and a Map of the Business Improvement Area are enclosed as
Exhibits C & D respectively. There are no changes in the Benefit Fee Schedule.
5. The Budget details all sources of income and projected expenses.
E-14
ADVERTISING & PROMOTIONAL TOOLS
NEWSPAPER,- We primarily used the Lodi News Sentinel the last two years. We will
continue to do so, but with the majority of the advertising being done in a tabloid format. We
will do 8 tabs in 2004 and plan 8 tabs in 2005.
In addition we will use the Galt Herald, and The Record on a limited basis for promoting events.
BILLBOARDS - Because this is a prohibitively costly tool for marketing, it will only be used if
there is enough interest, on a cooperative basis. Example ---if our restaurant and entertainment
groups or furniture groups or any combination thereof wanted to participate.
WEBSITE - We will continue to develop and promote our web site to the general public,
general membership and community organizations. Linking with various organizations such as
the City of Lodi, Lodi News Sentinel and the Chamber of Commerce.
We will also encourage our business members to further develop their own web sites, and hold
one or two seminars to assist them with their site development.
BANNERS- The DLBP launched its sponsor a banner program in June 2004. This campaign
coincided with the 18 week Farmers Market and will continue to promote seasonal events and
activities throughout this year and next through a very innovative and very popular mechanism.
Look for New more banners.
BROCHURES - Continue to print and expand on the distribution of our Downtown brochures.
These brochures will be available to downtown businesses, the Chamber office, Visitors Bureau,
City of Lodi and the DLBP office.
GENERAL MEMBER BUSINESS PROMOTION AND PUBLIC RELATIONS: We will
continue to feature business profiles in our tab and encourage the Lodi News Sentinel business
editor to do articles about downtown businesses. We will continue to do press releases for new
and expanded businesses downtown.
DOWNTOWN DISCOUNT - We have developed a "Downtown Lodi Discount Coupon" to be
given primarily by restaurants, but suggested to other merchants as well. The target market will
be Lodi, North Stockton, Elk Grove, South Sacramento and the Eastern Foothill areas. Featuring
a full-page color ad --using our non profit structure-- we will design, bill and place the advertising
once per month.
E-14
Exhibit A
The Downtown Business Improvement District ---is Lodi's core shopping district. Like in any
city, the Downtown business community is important to the City's overall health and vitality.
Over the past 5 plus years it has become a source of great civic pride and accomplishment as
Downtown Lodi is the model for redevelopment throughout the Central Valley and the State.
The City and its business partner's, include the land owners, business owners, investors,
merchants, and the Downtown Lodi Business Partnership --have turned things around. Even
though we are succeeding.....we will always be a work in progress. Business areas that are
not in a perpetual mode of change will die.... The DLBP intends to maintain the historical
character of the Downtown, while evolving it into The Community Shopping and Dining
Center of Lodi.
The City basically owns the infrastructure of a large "Community Shopping Center," ---spread
out over many blocks, instead of being concentrated in a grouping of buildings similar to the
format of a privately owned shopping center. Along with the businesses and merchants ---being
represented by the Downtown Lodi Business Partnership (DI ---we work with the City
staff to manage the downtown. We establish and administer procedures for use of streets for
various activities and events. The DLBP is your front line management for our Community
Shopping Center working to enhance that infrastructure to be a destination place for all
Lodian's and visitors alike.
The DLBP has been in existence for over five years. We have created a stronger downtown with
teamwork. Our very active board of directors is the main leadership element of the partnership
and continues to work effectively to represent and unify the merchants. Along with the
Executive Director and staff of the DLBP we have accomplished the following in the last
year....
I Continued the expansion of all events and projects including an expanded Farmers
Market, Kiddie Parade, the larger than ever, Parade of Lights, See's Candy Project,
Christmas promotions including a cooperative effort on a Santa project with the Fire
Department, and a new Halloween kids parade.
• Adopted_a_new Banner program (a two -year plan) that was implemented in ,Tune 2004
and to be funded solely by DLBP events, sponsorships, donations and other activities.
Collaborated with the Lodi Chamber of Commerce to produce two very successful
"School Street Wine Strolls. 11
..
i • i i r i i • i
i
RESOLUTION NO. 2004-188
A RESOLUTION OF INTENTION TO LEVY ANNUAL
ASSESSMENT FOR DOWNTOWN LODI BUSINESS
IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC
HEARING DATE, AND RECEIVING ANNUAL REPORT
WHEREAS, Downtown Lodi Business Improvement Area No. 1 was established December 17,
1997, by Council adoption of Ordinance No. 1654; and
WHEREAS, the Annual Report as required by Streets and Highways Code §36533 has been
submitted to the Council by the Board of Directors of said improvement area.
NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine, and find
as follows:
1. Received the Annual Report as submitted, said Report being on file with the City Clerk.
2. Establishes October 6, 2004, in the City Council Chambers, at Carnegie Forum, 305
West Pine Street, Lodi, California, at 7:00 p.m., or soon thereafter as possible, as the
date, place, and time to hold the public hearing required by Streets and Highway Code
§36534.
3. It is the intention of the City Council to levy and collect assessments within the parking
and business improvement area for calendar year 2005 (the Area's fiscal year).
4. The boundaries of the entire area to be included in the Area and the boundaries of each
separate benefit zone within the area are set forth in the Map, Exhibit A, incorporated
herein by reference. A true and correct copy of the map is on file with the City Clerk of
the City of Lodi.
5. The types of improvements and activities proposed to be funded by the levy of
assessments on business in the Area are in Exhibit B hereto and incorporated by
reference.
6. At the time of the public hearing, written and oral protests may be made. The form and
manner of protests shall comply with Streets and Highways Code §§36524 and 36525.
Dated: September 15, 2004
I hereby certify that Resolution No. 2004-188 was passed and adopted by the City Council of the
City of Lodi in a regular meeting held September 15, 2004, by the following vote:
AYES: COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and Mayor Hansen
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
SUSAN J. BLACKSTaN
City Clerk
KIIN!,a[.I;]
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EXHIBIT B
Downtown Lodi Susinmm Partnership
8enafft Fee Schedule
ZONE A
Retain and UOO. (1-3 emp.) $100.
Restrrure . (4-6 wrnp.) $150.
$em. +
Sorvioe $150.
Sum
Imkosionai $100. $ su.
Burma
FWdwx* OW.
Irons
NcAe; Fkkfl and gent busies wf"be � oils it r
do*rmW*d� by number of employees, either, full4hm or the 'egt*AdW
made up O nxildplos of part -floe ea sec.
SUS10" too 66ft1dorss.
OW buy and res" goods, "wrfim we .
M . of re supptwa as WO as t1w am
orad fooft aid drinks.
•Bum MOM srsry , Eacar me bm* OW
pair shape. lodging, most automotive -octad bue omm.
eModtainment businesses such as thestera, etc.
ProfiaaminnW 11weinium Includes Arc hitecte, Engem, Attorneys. Dom,
cidkn, Abc mirrfilifirtd, Optometrkts, Realtors, Ineuranre COws, Mortpp
Brokers and rnost'other businesses that require advanced andtor
specialized licenses and/or advanced aoaftmic de9mms.
Fin,g�hcraft
i Includes banking and savings and ban Insfitutkme as
as c ra t unions, etc.
FUTURE GOALS
• Introduce more Downtown Lodi Live events—Make Downtown Lodi the Entertainment
Mecca for the valley
• Continue to build a collaborative relationship with the City Council—Keep our
Partnership focused and fresh
• Create a Blue Print/plan for the future so that the DLBP can work with Big Boxes
and after the November election work with Big Box Representatives to voluntarily
join the assessment district and support revitalization.
• Develop more collaborative events with organizations such as the Lodi Visitors and
Convention Bureau, Lodi Chamber of Commerce, The Boys & Girls Club, Lodi House,
• and similar organizations
• Continue with the new Banner program (no more than a two year plan to include seasonal
banners) beginning in June the DLBP created a sponsor a banner program that allowed us
to purchase new banners for the Downtown district for the Farmers Market. Funded
solely by DLBP events, sponsorships, donations and other activities_
• Review and update the Assessment Fee Schedule by for the assessment year of 2005 to
better reflect the membership benefits and an equitable fee structure
• Expand the boundaries of the Business Improvement District by 2005/2006
• Outreach to the general community, and expand major corporate sponsorship interest in
events and other participation in the "Community Shopping Center"
• Expand our volunteer base for the Downtown Events by reaching into the community
• Develop additional strategies with the City Staff for better programs in the following
areas ----directional signage for the Downtown, creative parking solutions, Economic
Development, management and commercial use of the new parking structure, and
billing/collections
CITY COUNCIL
LARRY D. HANSEN, Mayor
JOHN BECKMAN,
Mayor Pro Tempore
SUSAN HITCHCOCK
EMILY HOWARD
KEITH LAND
CITY OF LODI
CITY HALL, 221 WEST PINE STREET
P.O. BOX 3006
LODI, CALIFORNIA 95241 -1 91 0
(209) 333-6702
FAX(209)333-6807
citycirk0lodi.gov
September 16, 2004
Downtown Lodi Business Partnership
Attention: Pamela Hayn, Executive Director
P.O. Box 1565
Lodi, CA 95241
JANET S. KEETER
Interim City Manager
SUSAN J. BLACKSTON
City Clerk
D. STEPHEN SCHWABAVER
City Attorney
RE: RESOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR
DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHING
PUBLIC HEARING DATE, AND RECEIVING ANNUAL REPORT
The Lodi City Council, at its meeting on September 15, 2004, adopted the enclosed
resolution of intention to levy annual assessment for Downtown Lodi Business
Improvement Area No. 1 and set the matter for public hearing for October 6, 2004.
Should you have any questions, please feel free to contact my office.
Sincerely,
Susan J. Blackston
City Clerk
JMP
Enclosure
followupATransmittal.doc
NOTICE OF PUBLIC HEARING
RESOLUTION NO. 2004-188
A RESOLUTION OF INTENTION TO LEVY ANNUAL
ASSESSMENT FOR DOWNTOWN LODI BUSINESS
IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC
HEARING DATE, AND RECEIVING ANNUAL REPORT
WHEREAS, Downtown Lodi Business Improvement Area No. 1 was established December 17,
1997, by Council adoption of Ordinance No. 1654; and
WHEREAS, the Annual Report as required by Streets and Highways Code §36533 has been
submitted to the Council by the Board of Directors of said improvement area.
NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine, and find
as follows:
1. Received the Annual Report as submitted, said Report being on file with the City Clerk.
2. Establishes October 6, 2004, in the City Council Chambers, at Carnegie Forum, 305
West Pine Street, Lodi, California, at 7:00 p.m., or soon thereafter as possible, as the
date, place, and time to hold the public hearing required by Streets and Highway Code
§36534.
3. It is the intention of the City Council to levy and collect assessments within the parking
and business improvement area for calendar year 2005 (the Area's fiscal year).
4. The boundaries of the entire area to be included in the Area and the boundaries of each
separate benefit zone within the area are set forth in the Map, Exhibit A, incorporated
herein by reference. A true and correct copy of the map is on file with the City Clerk of
the City of Lodi.
5. The types of improvements and activities proposed to be funded by the levy of
assessments on business in the Area are in Exhibit B hereto and incorporated by
reference.
6. At the time of the public hearing, written and oral protests may be made. The form and
manner of protests shall comply with Streets and Highways Code §§36524 and 36525.
INFORMATION REGARDING THIS MATTER (including Exhibits A & B) MAY BE OBTAINED IN THE OFFICE OF
THE CITY CLERK, 221 W. PINE ST., LODI.
ANYONE WISHING TO BE HEARD ON THE ISSUE MAY APPEAR BEFORE THE CITY COUNCIL AT THE TIME
OF THE PUBLIC HEARING. WRITTEN STATEMENTS MAY BE FILED WITH THE CITY CLERK, 221 W. PINE
ST., 2N° FLOOR, LODI, AT ANY TIME PRIOR TO THE HEARING SCHEDULED HEREIN, AND ORAL
STATEMENTS MAY BE MADE AT SAID HEARING.
ALL PROCEEDINGS BEFORE THE CITY COUNCIL ARE CONDUCTED IN ENGLISH. THE CITY OF LODI DOES
NOT FURNISH INTERPRETERS, AND, IF ONE IS NEEDED, IT SHALL BE THE RESPONSIBILITY OF THE
PERSON NEEDING ONE.
IF YOU CHALLENGE THE PROPOSED ACTION IN COURT, YOU MAY BE LIMITED TO RAISING ONLY THOSE
ISSUES YOU OR SOMEONE ELSE RAISED AT THE PUBLIC HEARING DESCRIBED IN THIS NOTICE, OR IN
WRITTEN CORRESPONDENCE DELIVERED TO THE CITY CLERK/CITY COUNCIL AT, OR PRIOR TO, THE
PUBLIC HEARING.
Dated; September 18, 2004
SUSAN J. BLACKSTON
CITY CLERK OF THE CITY OF LODI
DECLARATION OF POSTING
CONFIRMING THE REPORT AND INTENT TO LEVY ANNUAL ASSESSMENT
- DLBP
On Thursday, September 16, 2004, in the City of Lodi, San Joaquin County, California,
a copy of a Notice of Public Hearing to consider confirming the Report and Intent to
Levy Annual Assessment (attached hereto, marked Exhibit "X), was posted at the
following four locations:
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
I declare under penalty of perjury that the foregoing is true and correct.
Executed on September 16, 2004, at Lodi, California.
Kari J. Ch ick
Administr ive Clerk
Fomtsldegmst.doc
ORDERED BY:
SUSAN J. BLACKSTON
CITY CLERK
Jacqueline L. Taylor, CMC
Deputy City Clerk
Jennifer M. Perrin, CMC
Deputy City Clerk
PROOF OF PUBLICATION
(2015.5 C.C.C.P.)
STATE OF CALIFORNIA
County of San Joaquin
I am a citizen of the United States and a resident
of the County aforesaid: I am over the age of
eighteen years and not a party to or interested
in the above entitled matter. I am the principal
clerk of the printer of the Lodi News -Sentinel, a
newspaper of general circulation, printed and
published daily except Sundays and holidays, in
the City of Lodi, California, County of San Joaquin
and which newspaper had been adjudicated a
newspaper of general circulation by the Superior
Court, Department 3, of the County of San Joaquin,
State of California, under the date of May 26th,
1953. Case Number 65990; that the notice of which
the annexed is a printed copy (set in type not
smaller than non-pareil) has been published in
each regular and entire issue of said newspaper
and not in any supplement thereto on the following
dates to -wit:
September 18th
all in the year 2004.
I certify (or declare) under the penalty of perjury
that the foregoing is true and correct.
Dated at Lodi, California, this 18th day of
Septempef, 2004
................................. a3t_
.h .................
Signature
PFaFPueuas
This space is for the County Clerk's Filing Stamp
E
Proof of Publication of
Notice of Public Hearing
City of Lodi
Resolution Number 2004-188