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HomeMy WebLinkAboutAgenda Report - December 21, 2005 K-01 PHAGENDA ITEM VA CITY OF LODI COUNCIL COMMUNICATION TM AGENDA TITLE: Approve Downtown Lodi Business Partnership 2005/2006 annual report, adopt resolution of intent to levy annual assessment and set public hearing for January 4, 2006 MEETIING DATE: December 21, 2005 PREPARED BY: Management Analyst, City Manager's Office RECOMMENDED ACTION: Council action will be threefold: (1) To approve the Downtown Lodi Business Partnership (DLBP) 2005/2006 Annual Report as submitted by the DLBP Board of Directors, (2) To adopt a Resolution of Intention to levy an annual assessment for that fiscal year, and (3) To set a public hearing for January 4, 2006 to consider the levy of the proposed assessment. BACI4GROUND INFORMATION: Pursuant to Lodi Municipal Code Chapter 12.06 and Streets and Highways Code Section 36500 at seq., the DLBP membership Board is required to present an Annual Report (Exhibit A) for City Council's review and approval. This must be done prior to the public hearing and adoption of a Resolution confirming the 2005-06 Annual Report and levy of assessment. The City collects an administrative fee of five percent from the DLBP assessment. Representatives of the DLBP will be present and will make a presentation regarding the attached report. The levy of the annual assessment will be discussed at the January 4"' meeting. The report as submitted by DLBP contains a new special events policy with s*ificant fees that apply W DLBP members and non members. Although the DLBP was given "control" over special events in the downtown area, the Agreement attached as Exhibit B to this council communication, does not provide any authority for the DLBP to charge fees for use of the downtown area. In addition, The City Council has authority to modify the Special Events Policy under the provisions of the Parking and Business Improvement Area law of 1989. Streets and Highways Code Section 36533 provides that a BID must file an annual report which shall include proposed assessments and a budget. In addition, subsection (b)(6) requires the report to include "The amount of any contributions to be made from sources other than assessments levied pursuant to this part." Subsection (c) then provides that the "City Council may approve the report as filed by the advisory board or may modify any particular contained in the report and approve it as modified." As such, any item within the report, including the Special Events Policy which provides for funding from "sources other than assessments" is subject to Council approval and modification. FISCAL IMPACT: None / net L. Hamilton j/ anagement Analyst Attachments t/ cc: Mary Wallace, DLBP Board Chair APPROVED: Blair 61g, City Manager Lj EXHIBIT A Octobeir 24, 2005 Mr. Blair King, City Manager City of Lodi 221 W, Pine Street Lodi, Ca. 95241-1910 Rc. Annual Report 2005/2006 Section I I ,O 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 Clerk and one for yourself. Sincerely, Mary L� Wallace, President Board of Directors Downtown Lodi Business Partnership Downtown Lodi Business Partnership 4 West Pine Street P,O, Box 1565 Lodi. Ca 95240 (209) 369,8052 ph, (209) 369-8053 fax 7 11 ,1! ;�, 'i is • .. A California Norspro t h uTual Benefit Corporation 20383-09. ENDORSED FILED One: 17be name of the mrporation;i Downtown LodiBusinczx P i p (A CAI (Nonprofit Mutual 8 enefit Corpors lion) i Two., TW% corporation is a nonprofit mutoaJ btnefit corporation orgaairtd under the act or acuvity for which a corporation may be organizeJ wider such law, Such purposes for which tbs IIfion is formed are to promote and improve the md to 5.downlown exte, of sht City of Lodi- - osher provis;oriof thisoorporati*n shall not engage in any sctivi6eso eKorcin any powers pUrposesof thiS corporation, ihroo: The frame. AM addII of thecorporation's initial agent for sarvior, of pros ss is Roftald K pan; Esq., I I I N. Churah Street, Lodi, Cagornia, 05240. be vested in the gegular Members, in $004 �Ianding, corporatioti shall inure to the mcmber or private shareholder, as defipc4 for purpoms of &1 501 (c) (6) of the 12mmal Revenue Code of 1954 benefit Dated: March -11, 1998 c Ronald M. OvIckman, int-orporator 11 and Highway Code: No changes in boundories of benefit zones within the area are proposed 0 No physical improvements are planned 9 Budget for the budget year July 1, 2005 through June 30, 2006 is enclosed (Exhibit B) A Benefit Fee Schedule and a Map of the Business hnproviment Area are enclosed as Exhibits C & D respectively. There are no changes in the Benefit Fee Schedule. 0 The Budget details all sources of income and projected expenses Downtown Lodi Business Partnership 4 West Pine Street P,O.BoxI565 Lodi, CA 95240 (209) 369-8052 ph, (2 09) 369-8053 fAx U] MM The Downtown business community is important to the City's overall health and vitality. The myth: * Downtown revitalization only benefits downtown, * Is nothing more than an attempt to save a few declining businesses * Only benefits those businesses which are located downtown This myth wrist be dispelled by getting the word out. Downtown revitalization is an investment in the future health of the entire community. Economically depressed downtowns drag the rest of the city down as well. The condition of downtown has come to be viewed as a barometer with two factors that are critical to investors. a community's overall economic health, and the capacity of its private and public sector leaders. Investors, prospects and potential residents, tend to look at a community's downtown as an indication of the quality of life offered by that community. Downtown is the heart of the community, -0 1 W - 94 1 1-61 N- 1 111 M4M downtown -related inquiries and issues, fosters and maintains a cooperative working relationship with existing business owners, prospective developers, and governtriental agencies. The staff maintains and disseminates data and information pertaining to specifies projects and events. We establish and administer procedures for the use of streets for various activities and events, conduct events, develop and implement marketing for Downtown. While this year has been challenging, the DLBP has continued to involve, develop, and promote downtown. Our by laws state our purpose with a common business interest of merchants, services, and professionals. Our very active and diverse board of directors is the main leadership element, providing varying expertise in a broad range of subjects. During the past year, we have- • Set up an Economic Development Committee to coordinate and interface with the City's overall economic development program. • Developed and implemented the DLBP event policy, contract and fee schedule ( see attached ) • Parking Committee and staff continued to work with city staff on parking management. It should be noted that while many consider parking a problem, we would consider it a bigger problem if there were no vehicles downtown. • Collaborated and developed relationships with the Lodi Conference and Visitors Bureau, Chamber of Commerce, Wine Grape Commission, Hutchins Street Square, and the City of Lodi to form a group called "Destination Lodi". We meet monthly to discuss partnering to promote Lodi. We spent one full day with a facilitator discussing marketing of LodL At the end of the day, it was decided that we have two major areas to market; our wine appellation and. Downtown. • Supported, with enthusiasm, the City, in a program to bring tasting rooms downtown. • In cooperation with our Faith community, partnered with the Family Faith Festival and 40 Days of community • Worked with the City transportation manager to promote public transportation in Downtown Lodi. The manager sits on our Parade of Lights committee and is working to establish shuttle buses for the Parade, • Continued to hold our Signature events. the Farmers Market and the Parade of Lights, Our Farmer's Market continued to grow and is rated one of the top in the State. The Parade of Lights was fantastic with one hundred. entries, • Adopted the Walldogs under our DLBP umbrella and are working in collaboration to insure a success event for our centennial celebration. Our work is not complete; we still have much to do to reach our ultimate goals for Dqwntown. It is critical that the City continue to fund the Downtown Lodi Business Partnership for us to be successful. A thriving and successful Downtown will benefit the whole community's overall economic health. We want to thank the City Council and City staff for their continued support. We took forward to working with the City in achieving successes for Downtown Lodi. }r » T 2 < BUSINESS <mE PARTNERSHIP OVERVIEW DOWNTOWN / \,._>. / Me.MBER CITY OF L O D) ANNUAL FUNDING UND\NG � REVITALIZATION JULY 1, 2W5 THROUGH JUNE 30 2006 INCOME Assessment Fees 345ft00 City of Lodi 44650.00 Banner Program 2500.00 Brews & alues. 5000.00 Easter Promotion 1500.00 Farmers Market 550W.00 Kiddie Parade I000= 06toberlest 3000,00 Parade of Lights 15000.00 Wine & Sausag Festiva$ 6000.00 Wintertest 60.00 Miscellaneous Events & Sales 400O.00 TOTAL INCOME 177160,O0 EVENT EXPENSES Banner Program 1000.00 l3raws & Blues 1000.00 Centennial lebration 1000m Easter Promotion 500-00 FarmaTs Market 240M.00 Kiddie Parade 3DD.00 octoberiest 1000,00 Parade of lights 5000-00 Vallds 1000.00 Wine & Sausage Festival 1000-00 Winterfest 4000.00 Miscellaneous 100(00 40600,00 MARKETING EXPENSES M&rketin g Campaigns 10M.00 Mileage A Meetings 1000.00 Web Page Update 4000-00 Advertising & Promotion --N—Moo REWTALIZATION Brochure(Historical Walking Tour) 2000,00 Kiosk Update 2000.00 Plaoques & Trophies 1W0100 Quarterly Motings a00-00 Sunshine Comroinee 6W.00 Training.& information Seminars 1000,00 Tree Ught Maintenance —3QN �00 1OW0.00 ADMINISTRATIVE EXPENSES Bank Fees 500.00 insurance 12000.00 offion Supplies 2810.00 offloft equipment 2500.DO Postage 1600.00 PaYM11 Expense 78000.00 Professional Fees 1000.00 Rent 5040.00 Telephone —320-000 I L4�000 TOTAL. EXPENSES 7771-5000 NET INCOME 0100 Downtown Lodi Business Partnership Profit & Loss as"'. Basis. July 2004 through June 2005 Jeal `04 - Jura 05 Ordinary Income/lExPense Income Assessment Fees Collected 39,092.50 City of Lodi Funs 43.234.01 Returned check 0.00 Banner Programs Farmers Market. 2,300.00 Holiday 1,925.00 anner Programs - Other 0.00 'Total Bander Programs 4,225.00 Family Faith Festival 04 15,037.00 Family Faith FestkaF 2005 4,000.00 2004 Farmers;Market star search entry 140,00 Ado t•Ampsnnar 525,00 Coupon Book 20,00 Salesmseer & Wine 17,401,35 2004 Feriners Market - Other 13,339.59 Total 2004 Farmers Market 36,305.94 2005 Farmer Market C ft Vendor Fees 7,822.45 Food Vo ndor Fees 3,342,55 rower rodoce Vendor Fees 2,970.50 Member Vendor Fares 1,500.00 spies Beer 9 Wine 2,423.00 Sponsorship -Other 6,66&00 Refunds -245.00 Total 2005 Farmer Market 24,479.50 '0+4 toddle Parade Coupon 20.00 Food Vendor 40.00 Sales of Water 6,25 Sponsorship 5013.00 Total 104 Kiddie Parade 566.25 Parade of Lights 2004 Float Entry 6,400 00 Sponsorship 2,500.00 Vandor Fee 1,415.00 Total parade of Lights 2004 12.315.00 Parade of Lights 2005 Vendor Fee 300.00 Sponsorship 50.00 "total Parade of Lights 2005 350.00 Photos With Easter Sunny 775.00 Sea's Candy undralser 18,316.66 Uncat gonzed Income 0.00 l ine t sausage Festival 4,955.25 Mwerfest -Income Photos: W/ Santa Sponsorship 450.00 Photos Irl Santa - Other 2,337,00 'total Photos w/ Santa 2,787.00 Sponsorship 1, 571.00 Total Winterfest T Income 4,358.00 `Fatal Income 211.590.13 M 11 lir Profit w<: Loss Expense Event Expense-iViisceiianeoue Rentals Supplies Mise. Event Expense -Miscellaneous - Other Total EventExpense-Miscellaneous Banner Program Labor Tatar Banner Program Family Faith Festival - Advertising Donation Entertainment Labor Permits Postage & Delivery P sters/Banners/Si ns Reimbursement Sanitation Supplies F nilly Faith Festivals - Other Total Family Faith Festival - Farmers Market Expenses Advertising anners Beer & Wine Coupon Book Entertainment LaborlRepairs L.icanse/Permitsli¢tspections Plaques Postage & Delivery Poster 7 i ns Promotions Rental Sanitation Supplies Farmers Market Expenses - Other Total Farmers Market Expenses Halloween Event Advertising Labor Pefmits Supplies Total Halloween Event Kiddie's Parade Advertising Grand Prize Winner ice Cream Labor/Emcee Merchants Notification PermItfinspeetionsfLicense Plaque -Sponsorship supplies Total Klodie's Parade Jeri '04 -Jun tis 207.09 230.05 30.60 475.74 150.00 150.00 716.34 225.00 18,527.62 288.00 404.00 96.20 1,215.50 300.49 314.33 187.54 0.00 22,875.02 1,712x05 3,968.58 9,192.15 39,46 2,190.00 2,831.€34 2,251.,22 53,00 153.15 283.57 490.80 795.00 1,178.50 249.45 49.19 25.437.08 711,76 66.00 32.00 289.13 543.12 100.00 28.25 2.65.00 47.41 32.00 5&50 539.93 1,609.21 F ow nt3WMMrr67,w, m4mrme-mirmaw Profit & Loss July 2004 through June 2005 Parade of Lights Advertising EnRertalriment/Decor Labor Permits/InWotions/License Sanitation Supplies Total Parade of Lights Spring Event Advertising Permits Supplies Total Spring Event Star Search Grand Prize Winners Total Star Search Valentine's Day Materials & Supplies Total Valentine's Day Wine and Sausage Festival WinterFest Advertising Banners entertainment Labor Permits Supplies Total Winleffest Advertising Newspaper Posters/89nnem.191gris Advertising - Otbe r Total A(lvertising Bank Service Charges Board Appreciation Candy Sales Credit Card Fees Dues & Subscriptions Helium 'Tank :Ftental Inzurance Liability Insurance Medical Work Comp Insurance - Other 3,873.48 1,146-31 192.00 752,75 351.09 122,60 6,438.23 23.17 3100 732.50 787.67 1,000,00 1,000-00 11.31 11.31 2,191,66 1,264.80 4.423.95 3,11110 810-90 64,00 1,568.12 11,243.47 200.00 144.00 220.65 564.65 389.22 199.34 13,128,72 41154 950.58 145.44 8,717-22 1,170.00 2,872,60 583.03 Total Insurance 13,342,85 Meetings 762,78 Mileage 241.15 Miscellaneous 809-96 Newsletter 265.78 Office Supplies 5,472.34 Outside Services 295.85 Postage and Delivery Postage by Phone 655,97 Postage and Delivery - Other 1,032.43 Total Postage and Delivery 1,688.40 Page 3 M Downtown Lodi Business Partnership Profit & Loss July 2004 through June 2005 Payroll Expense Administrator Salaries Office Salaries Payroll Tax Expense Payroll Expense - Other Total Payroll Expense Professional Fees Accounting Bookkeeping Professional Fees -Otter Total Professional Fees Promotions Reimbursements Rent Repairs Computer Repairs/service Repairs -Other Total Repairs Returned Check Fee Sunshine Committee Supplies Taxes State Total Taxes Telephone Cell Phone Internet Telephone -Other Total Telephone Tree Lights Total Expense Net Ordinary Income Other Income/Expense Other Income Interest Income Total Other Income Net Other Income Jul '04 -Jun 05 58,016.59 35,568.99 3,113.34 -25,732.70 70,%6,22 675 -GO 150,00 790.00 1,615.00 213,01 400,00 5,040.00 300,00 303.51 603.61 -15.41 204,54 294.78 1,117.84 1,117.84 943.27 476,46 1,006,46 2,426,19 80.41 194,934.87 16, 57516 133.60 133.60 133,60 EXHIBIT C Downtown #w t.o » :od»i Business Partnership r� e,r i * Benefit Fe K Schedule ONE A ONE Retailers and \\#+.: 2«*2 $100, Restaurants $300. :3-6 emx) $150. $401. \` © Tm2 % : $200. Financial \\ < f 2«\ I»«S ;w « 4 .,.. . . .. . ::. ..: 11 T::.�(^y'I! All rz_,�� P-1 j JAI -LULU [7177 _ iii4 l 1, �YPttk i i -A f. I: _-......� -,..! A' If V QF ii i Locus C:7� ate to '' ES ^Y— till �j S16 i 1j6 EF.J 1 E 07 a $ ( €eJ toUIps i U rag a . If 0 NE 9A 9 i ag IB € 46 t4 I SI dl Ole � PINE 4 n d (�p^— € 72 t to m r m .R € It I 1# A A t E A— ft re F) ei SF F m i j -y 1 Lqq w. a Q e as 7C $ _ Eey C3 E eEa etE F, F If7 Eo® II '. YB EIQ � e � YFS die EEb 2 F & Uo 7 E .87 g TF1 d.at7 ti?] Is 32 YS.I P,xZ �i 3.3 -A7 Y] MA I 773 YA SJY P� 4 q v Dt AVe m € y k4a aI® St7 s] 1lt E �I i i R7le as _ hes[ n U l s .00 Ao _ g bC - .t7 t as l..rJ9 pr i❑ w t qqa 827 DOWNTOWN LODI BUSINESS AR NERSHIA TI) BUS'NESS ZE(PROV[:iiM AREA KAP LA P7771 MISSION STATEMENT Under agreement with the City of Lodi, the Downtown Lodi Business Partnership (DLBP) manages the Downtown Business Improvement Area (BIA), and works in partnership with businesses, property owners, cultural institutions and local city officials to enbance the revitalization efforts of downtown Lodi. Since it's tremendous growth and vibrancy of the downtown community - The mission statement of the DLBP is to: Encourage4he development of oew businesses, while retaining and revitalizing existing businesses a Promote retafl activity by creating and maintaining a quality environweni.:.. ;1 cooperative advertising and special events M' the downtown area Serve as an advocate for downtown businesses in dealing with local: government, maintenance projects, the media and general pubne Downtown Lodi Business Partnership 4 West Pine Street PO, Box 1 565 Lodi, Ca 95240 (209) 369-8052 Ph. (209) 369-8053 fax E The DL8P complies with the Ralph M. Brown Act for its board meetings, general meetings and standing committee meetings. Agendas of board meetings, general meetings or standing committee meetings shall be publicly posted 72 hours in advance of that meeting. AJI:DLBP meetings are open to the public. The only exceptions for closed meetings w4r T LIU, S71 �S llti-- sent to board members via email, delivered to those without email, and posted in the 115 !!1111:1111 ill P ; I , 1. Ill IF I I 1 1 ill I ® Develop Events that are not exclusive to marketing the Downtown, but the city of Lodi * Develop Events that hold a recognized theme * Modify the Farmers Market Event to include participants to fall into the category of "Homemade" and "Ho megro-Am". * Develop Partnerships with various groupsiclubs to incorporate their heritage into our events that contain a theme, Implement the Downtown Lodi Business Partnership Event Policy P77M a VALENTINE'S DAY RETAIL PROMOTION Saturday, Feb. 11 ST. PATRICK'S DAY CELEBRAT)ON Fr1doy, March 17 SACRAMENTO STREET CAR SHOW Sdurday, April 1 SPRING SOEWAL.K EGGS-TRAVAGANZA Sraturdoy, AprII i5 PHOTOS WITH THE EASTER BUNNY ScaWrday, April 35 Sunday, Apni 16 WALL DOGS 'CENTiNNIAL CELEBRATION April 28 - Moy 31 CINCO DE MAYO CELEBRATION Friday, May 5 . HISTORIC WALKING TOUR Weekends begInnIng In May . MOTHER'S DAY PROMOTION Saturday, May 13 FARMERSMARKET & FESTIVAL Thursdays June 1 -Sept. 28 WINE & SAUSAGE FESTIVAL Sunday, Jure 1 i FATHER'S DAY PROMOTION Safurdcay, June 17 BREWS & BLUES FESTIVAL .Sunday, July 23 BACK -TCS -SCHOOL SIDEWALK SALE Scatvrday, Aug. 5 Lgth ANNUAL KIDDIE PARADE Saturday, Sept. 16 OKTGBERFEST Sunday, Oct, 1.5 SAFE -HALLOWEEN Saturday, Oct. 28 WINTERFEST Saturday, Nov, 25 PHOTOS WITH SANTA & Saturdays VICTORIAN -ERA CARRIAGE RIDES Nov. 25 - Dec. 16 MERCHANT WINDOW DISPLAY CONTEST Nov, 25 -- Dec. 31 11ah ANNUAL PARADE OF LIGHTS Thursday, Dec. 7 NEW YEAR'S EVE CELEBRATION Sunday, Dec. 31 SCHOOL STREET STROLL LODI STREET FAIRE Frlddys (teni a11NO) April 14 & 00O3 13 Sundays (tentcat€vel May 7 & Oct. 1 S M T Nunn; S M T W T F S LLJ E E d,x I 0 m B B 20,000 - 49,000 $150-00 $8,000.00 c 10,000 - 19,000 $100,00 $5,000.00 D 2,000 - 9,999 $ 100.00 $2,500.00 E 250-1,999 $100.00 $500-00 t1i B 20,000 - 49,000 c10,000 - 19,000 D 2,000 - 9,999 E 250-1,999 CLASS ATTENDANCE .. . . ........ A 50,000 B 20,000 -49,044 c 10,000 --19,000 D 2,0001- 9,999 E 250-1,999 RMWO mil $50.00 $ 50M $50-00 $1,500.00 $750.00 $ 250M $0 This document outlines the guidelines for the implementation of a special event in the Lodi Downtown Area, as set forth by the Downtown Lodi Business Partnership (DL P). It defines, categorizes, and sets a fee structure for Special Events held within the Business Improvement Area (BBA). r7777777 77� It is the purpose of this policy to regulate and standardize the process of holding a special event in Downtown Lodi so that such events can be held with the safety and health of the participants in mind, the is protection of public property considered, and the impact of the event on non-parficipating citizens rmnimizW. A corollary purpose to this policy is to ensure that those who benefit from an event bear the cost of the event. This includes any special requirements or demands from the Downtown Lodi Business Partnership and/or City of Lo& Community festivals and special events serve to promote tourism, showcase local talent, expose artists and performers to new audiences, invigorate community spirit, revitalize the downtown area and conhibute substantial economic and social benefits to the local community. In recognition of these benefits, it is the policy of the Downtown Lodi Business Partnership to encourage community activities which promote tourism, foster the economic revitalization and growth of the downtown area while increasing the cultural activities available to the residents of the Lodi area, The Downtown Lodi Business Partnership recognizes the complexity of implementing a special event and encourages the applicant to utilize the resources and knowledge provided by the Special Events staff. The success of a special event in the downtown area benefits both the applicant as well the Downtown Lodi Business Partnership. The DLBP is committed to working hand-in-hand with the surrounding community in an effort to achieve highly successful and mutually beneficia special events in the downtown area. Downtown Lodi is host to many public outdoor events on an annual basis. As you begin the planning process for your event, it is important to recognize that your activity plays a unique part in the relationship I we have With each individual within the community and that the quality of your event can make a considerable difference to the City of Lodi. Our outdoor events add to the character of the downtown area and provide an opportunity for merchants, vendors, residents and guests to interact with one another. This information below is intended to help you better understand the DLBP's outdoor event permit procedure and provide helpful tips to help facilitate your planning process. --------------- -------- ---- In order to process your Special Event Permit application, it must be received by the Downtown Lodi Business Partnership no less than 120 days prior to the actual date of your event. The DL P's Special Events Committee (SEC) shall be responsible for coordinating and approving the permitting of all outdoor events, including each of its components. Generally, the scheduling and review of events shall be on a first come, first served basis. In addition to obtaining the event permit, there are several other permits which may need to be acquired; you will read more about these types of permits throughout this packet. It is our goal to assist every event organizer in properly planning safe and successful events which have minimal impact to the daily business operations of our local merchants and business owners. After you have carefully developed your outdoor event plan, submit your proposed event description and plan to the DLBP on the forms enclosed. Please be aware that failure to submit your application in a timely manner, or submitting an incomplete application, may result in a delay of the approval process. Applications which are not completed in their entirety will be returned and will not be reviewed by the SEC until all information has been completed in full, Once you have submitted your Special Event Permit Application to the DLBP, you will be contacted to schedule a meeting wit.h. the Special Events Committee, a group comprised of DI -BP Event Staff, Boar4 ZMM# �- MOMIMM We hope that you find these instructions helpful, Should you have any questions or require further assistance, please. do not hesitate to contact the Downtown Lodi Business Partnership Special Events Department at (209) 369-8052, Thank you for your interest in Historic Downtown Lodi as the veny"f-chore for your eventl" Application. A written request on torrr►s supplied by the L�L�� tipecial events t:ort�rtllitee (SEC:) which sets forth the information required to be provided by this policy. > City shall refer to the City of Lodi City -Sponsored Event: A public event which is directly related to a recognized function of city government and which is in major part initiated, financed and executed by the City. It does not include events in which the City is merely listed as a co-sponsor it the City does not carry a major share of the burden of initiating, financing and executing the event. > Downtown Dodi Business Partnership (DLBP): The organization responsible, as mandated by its member businesses and the City of Lodi, to oversee, manage and market the activities and events which occur within the Business Improvement Area (BIA). Downtown Business Improvement /Festival Area (BIA): The streets and businesses within the downtown district which make up the Business Improvement Area (see attached map). > EventBond/Deposit- A bond/deposit conditioned Capon good performance which shall Esse required of any applicant who proposes to do the cleaning of streets or festival areas in connection with an approved special event. This bond/deposit will provide coverage for any damages in connection with the special event. Extra Personnel Hours: The total of the number of all hours worked by DLBP and city employees in the particular departments or areas under consideration for classification purposes in connection with the production of the special event in question, to the extent that such hours exceed the total number of hours which would have been worked by those same city employees in the same location had the special event not taken place. Excluded from this definition are the personnel hours worked by the SEC or DLBP staff designated to fulfill the function of the Special Events Committee on any particular occasion. Party: Shall refer to the applicant who makes a request to held a Special Event. Political Demonstration: A public gathering, procession or parade, the primary purpose of which is tete exercise of the rights of assembly and free speech as guaranteed by the First Amendment to the M Constitution of the United States. The fact that such an event may be advertised as a "special event" does not in and of itself bring such a demonstration within the scope of this policy. Special Event. Refers to outdoor events that include, but are not limited to, the following: fair, carnival, circus, parade, concert, walk or run, graduation, block party or other festival, ceremony, rally, procession, or mass gathering. A Special Event may also involve selling, advertising, and/or promoting. The policy includes events held on private property if the event affects or impacts any part of the downtown business improvement area or otherwise extends beyond the boundaries of the immediate property. Special Events Committee (SEQ- An appointed committee of representatives from the Downtow Lodi Business Partnership who may be affected by a special event, The committee purpose shall to review and evaluate a party's application for approvalldenial by the DLBP Board of Directors. I - Downtown Events Coordinator (DEC). The person(s)ldepartment(s) designated by the DLBP Special Events Committee to carry out the functions of this policy. In addition to the functions listed hereafter, the Downtown Events Coordinator will W as the communicator and liaison to the party requesting a special event and will be responsible for monitoring the submittal of ch es, fees, deposits and appropriate insurance requirements. The DEC will also review all applications for completeness prior to submittal to the SEC for review. r Permit Fee. The fee required to be paid by an organization or entity for the issuance of an agreement to hold a public festival or event in the downtown area. � Application Fee: The non-refundable fee required upon submission of your application packet in order to cover the costs of processing and verifying the information provided. The DLI3P encourages the production of special events which will attract people downtown and help stimulate a positive downtown environment. The DLBP Speciai Events Committee shall be charged with the responsibility of determining whether or not a particular applicant shall be entitled to hold a special event within the boundaries of the BIA, and in determining whether to grant or deny a particular application, shall take into account the effect the proposed special event will have upon the environment, the business climate, and the public health and safety of downtown merchants, n. residents and guests. The SEC shall also take into account the frequency with which such events are held and the convenience of the public and merchants in relation thereto. The DLBP Speciei Events Committee will also consider. How well the applicant, insofar as it Gan be determined, appears capable or incapable of executing the planned special event; Whether any inconvenience which may be suffered by the general public or member businesses is outweighed by the potential benefit to the downtown community as a whole; Whether budgetary considerations at the time of the application create such a heavy burden upon DLBP or financial resources that it would not be practical to hold the proposed special event at the time requested; a, Whether the holding of the special event as planned would create an undue burden upon the manpower resources of the DLBP or City; and Whether the health and safety of the public, or downtown economy, would be compromised ® The extent to which the event contributes to economic revitalization. 9119M a The impact of the event on the environment a The frequency of the same or similar event(s). N c Parties who wish to rake a request for a Special Event should contact the DLBP s Administrative Office during standard office hours for a complete Special went Application Packet. The completedrequest form shall be submitted to the DLBP no less than 120 days prior to the requested date. Applications will be accepted on a first-come, fire -served basis. However, returning events have ninety (90) days from the last day of that event to submit their application for the following year's adjusted d tes..:Atter the ninety (90) days, all events may be scheduled on a first-come, first-served basis, regardless of previous use. The party will be notified of the other departments and organizations that should be contacted, It is recognized that circumstances surrounding requests for Special Events may require varying amounts of attention, time, and effort devoted to the process and procedure of approving or denying the request. Therefore, it is understood that every effort will be made to respond and make a decision on a request within a reasonable period of time. It is also expected that the party making the request will anticipate a reasonable length of lead time required to make a final decision. When two or more parties make a request for the same area on the same date, a compromise agreement between the parties will be attempted. In the case where a conflict cannot be resolved, the final determination for granting a special event request remains with the Special Events Co - 00nator. 1, The name of the special event and its purpose in general terms. 2. The name(s) of the person(s) or organization(s) sponsoring said special event, together with the addresses and telephone numbers of all such persons or organizations. r rra 4. The specific location(s) within the Downtown Lodi area where the proposed event mould take place. Whether any street closures are requested, and, if so, the number of streets and when. Whether any beer, wine, or other spiril beverages are expected to be present andlor sold for public consumption, together with a detailed proposal for any such sale, indicating among other things, who is expected to be the vendor or vendors, whether such vendor or vendors presently hold any type of license for on -premises consumption of alcoholic beverages, and stating the exact locations and times for such sales. 8. Whether any temporary outdoor structures (i.e. staging, awnings, tents, scaffolding, etc.) are MMEEMMM 10. Any parades, road races, etc. planned in connection with such event, stating details; including the time, location and anticipated crowd. 11. Whether entertainment will be involved, giving details as to nature, time and place. 13. Whether the applicant proposes either in whole or in part to be responsible for cleaning up the area used, specifying details. 14. Whether the applicant proposes to hire security guards or off-duty officers to assist in security . and traffic control, giving details. 15. Whether utility services such as electrical power or water will be required specifying amount and type. ff;11157��M I I I I I 1 11 1 1 1 1 1 1 1 1 1 1 11 1 1 1 1 1 1 1 1 1 1 11 1 Ill I� I I M*K-_ zWM1M 0�11111jul Ill 1111 1 � I I I I I Ill Ill I I I I I I I Ili I 21. The applicant should specify any service, material, or property which is expected to be.prOvided by the DLBP or the city. Special Events will be limited to city property that can accommodate 40 the event. 22. Event holders who wish to use other city property must file a detailed event plan ind ludinga map of the event. When the applicant submits a Special Event application, the Special Events Committee will review the application to determine the impact the event will have on the public, if special City services will be required, and what additional licenses and permits are needed (encroachment permit, re -seller's license, health permit, etc.). If an event is considered closed to the public or if streets will be closed, the Special Events Coordinator may request the sponsor contact neighboring residents and/or merchants for The following DLBP, City & County Departments will be involved in reviewing specific porlJo of the Special F -vent Application. I 1. DLBP Administrative Office: Will review all applications and disseminate information to the appropriate departments involved, establish special needs or requirements, review and determine all necessary licenses and permits, and review all operating, logistical and cleanup plans. Will determine whether requested property is available at the requested date/s and if the event conforms to the DLBP's Special Event Policy. I City of Lodi - Public Works Department'. Will review all plans for temporary structures, street closures and proposed activities which will occur in the public -right-of-way and, if the request is approved, provide the appropriate permits. This Department shall also review all plans pertaining to sanitation, pre and post -event street cleaning, and determine any additional barricade and street closure requirements andfor equipment needs 3. San Joaquin County Health Department: Will review all plans inoluding medical and environmental hazards, on-site food vending, and other health and safety requirements. Approval by this Department will require a Temporary Event Permit and in the case of on-site MMM�� 4. City of Lodi - Fire Department. Will review all plans to determine life safety hazards, fire personnel and accessibility issues. . City of Lodi - Police Department: Will review all plans for security, parking, and traffic, nolsend . crowd control. B. .di Rplans p 7. insurance levels and liability requirements. . City of Lodi - Transportation Division: Will review all plans pertaining to mass transportation, and the Esse of public parking structures and lots. 11 Objective: Through advertising, events, and specia.1 merchant promotions that highlight our businesses and historic buildings and streets, the Downtown Lodi Business Partnership's marketing goal is to bring visitors and residents to Downtown. Goals: The main goal of the DLBP is to bring more customers and businesses to the downtown, therefore, increasing the tax base. The DLBP will work together with organizations such as the St rect, Wine Grape Commission, and the City of Lodi to develop collaborative events and promotions that will help market and promote not only Downtown Lodil but the City of Lodi as well. The DLBP is looking forward to partnering with the viticulture community in an effort to bring the wine industry to Downtown Lodi. The DLBP will continue to work on strengthening its relationship with the downtown merchants by offering a Ul program of services to our members: * Quarterly newsletters * Quarterly Member Meetings * New Business Information Packets * Parking Management Committee * Marketing. & Promotions Committee * DLBP office staff to serve the membership and public * Serve as an advisory advocate for the membership with the City of Lodi * Sunshine Committee E 0 Advertising & Promotional 'Tools Newspaper: The Lodi News -Sentinel has been our primary source of advertising. Through the News -Sentinel, we promote Downtown with our own special pull -cut Tabloid section eight tunes a year. This tool has been very beneficial for our membership and our organization. it has served to advertise our special everts, info the public with educational articles written by our membership, and give membership a discounted advertising rate. Additionally, we use the Galt Herald, , the Stockton Record, and the Pennysaveaocal Living on a limited basis for promoting events and media alerts. Banners: The DLBP launched it's `sponsor a bananer" program in June 2004. The campaign coincides with the Farmers Market and the Holiday Season. The campaign is a beneficial tool for the merchants to advertise and for the DLBP to promote events through the year. 11 Member Promotion and Public Relations: The DLBP will continue to feature businesses profiles in our Tabloid and encourage the Lodi -Sentinel to profile downtown businesses on a regular basis. Press releases will continue to be Issued for new and expanding businesses downtown. Shop Downtown Lodi First Program: The purpose of this program is to convince consumers to shop Lodi first before going out of town. Shopping locally permits the local businesses to expand and allows them to underwrite co unity events, support charities, sponsor youth activities and generally help the community from which they derive their will being. Sales tax is on 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. We can help improve our tax base. Shop Lodi goals are 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 continue to enlist the cooperation of the City of Lodi, the Chamber, and the Lodi Visitors & Convention Bureau to promote the Shop Lodi First program. Niche Marketing-. This m.arketing concept works well in our area since there are a good number of like businesses that can be marketed as a group. This concept will continue to be used with the restaurant guide in the newspaper Tabloid, articles, group ads, and additional promotion& We will continue to partner with Hutchins Street in promoting dinner and a night at Hutchins Street. is Program: Along with being an attractive staple of Downtown Lodi, the kiosk program has also become a great. advertising tool for local arts, entertainment, and events. The DLBP is looking to refurbish the kiosks this next year and will work to make the program even better. Transparency at Wine & Visitors Center: The DLP would like to partner with the Wine & Visitors Center to have an appropriate advertisement for Downtown Lodi at the center to encourage visitors to come Downtown. We would like to consider partnering with other groups to have billboard along either Rte.99 or Rte. 5. Events: The Downtown Lodi Business Partnership will continue to rely on events held throughout the year to help promote and market Downtown. In addition to our celebratory and signature everts, the DLBP will be adding more retail promotions in an effort to increase business for the merchants. A,. calendar of proposed events for 2006 is enclosed in this packet. 11 'A KEN A" I I The:Board approved a Vision Plan., which included six parts. This is the consolidated action steps from each of you. The Board now needs to establish priorities and a timetable. INVOLVE ALL DOWNFOWN MERCHANTS * Establish communication methods & guidelines (e-mail, fax, phone, personal visits, newsletter) * Do a survey with merchants (need to find their expectants, talents, and level of involvement) * Each Board meeting to include report (merchant visits, involvement, questions, etc.) * Establish guidelines for Merchant Rccognition (New, Amiiversary, Awards, Special Events, etc.) 2. PROMOTE DOWNTOWN LODI • Shop Downtown Campaign (Finish Brochure, Map, Kiosks, Frequent Shoppers, Mystery Shopper) • Get customer base from merchants during survey and advertise to this base, • Study of best form of advertising (Web page -need to complete, also review newspaper, T.V., radio, etc.) • Signs. Need to develop unique signing for every major entrance to Lodi 3. CREATE EVENTS * Maintain: ,are Venues (Farmers Market, Parade of Lights) * Grow.,or discontinue others (Kiddie Parade, Safe Halloween) * Create: New Venues (Jazz, October Fest, First Night Out, Arts Fair, Christmas Festival) Downtown Lodi Business Partnership 4 West Pine Street PQ. Box 1565 Lodi, Ca 95240 (209) 369-80.52 ph. (209) 369-8053 fax C El 4. COOPERATE WITH OTHERS ENTITIES cis Chamber ® Vine & Visitors ® All others that have Downtown's interest The cooperation would be to attend other mQetio sp tie in with other events, have joust events, share traini.n , share cost. Corroon newsletter for all entities? Downtown Lodi Business Partnership 4 West Pine Street P-03 Bax 1565 Lodi, Ca 95240 (209) 369-0052 ph. (200) 369-8053 fax 77 11 10)20/2005 How are my assessments determined? Assessment fees for businesses located within the Business improvement Area (BIA) are Calculated as follows: BENEFIT FEE SCHEDULE *Note: Retail and restaurant businesses are assessed based on the number of employees - either full-time, or the equivalent made up of multiple employees. Retail and Restaurant — Businesses that buy and resell goods. Examples would be clothing stores, shoe stores, office supplies, as well as businesses that sell prepared food and drinks. Service Businesses — Businesses that sell services. Examples are beauty and barber shops, repair shops, lodging, most automotive -oriented businesses, entertainment businesses such as theaters, etc. Professional Businesses — Includes architects, engineers, attorneys, dentists, doctors, accountants, optometrists, realtors, insurance offices, mortgage brokers and most other businesses which require advanced or specialized licenses, and/or advanced academic degrees. Financial Institutions — Includes banking and savings and loan institutions, as well as credit unions, etc. 10/20/2005 When will I be billed? The DLBP levies annual assessments for businesses residing within the 131A on January V' of each year. Your assessment fee will be included on your annual business license renewal from the City of Lodi. Payment should be mailed directly to the City of Lodi, who in tum, reimburses 100% of the assessment fee back to the DL P. What if my business doesn't directly benefit from the BIA? But it does! You are a member of a community that derives its strength from cooperative action. You have selected the location of your business because of desirability, status and environment; and as the appearance and success of your business neighborhood improves, these three factors will improve as well. Do I have to pay? Yes. This is a legally mandated assessment the same as your business license of property tax. It you do not pay, the City of Lodi will seek relief in the form of collection action, credit report notification, or other legal remedies. Who can I contact about billing? Annual assessment billings are a collaborative effort on behalf of the DL II and the City of Lodi's. Finance Department, Should you have questions about your assessment fee, require fee adjustments, or are no longer within the IIIA, please contact the DLBP directly at (20 9) 36"052. MW Downtown Lodi Business Partnership * 4 W. Pine Street * Lodi, CA 96240 ' (209) 369-8062 III EXHIBIT B MMOL 1141 THIS AGREEMENT, entered into this day of1998, by and between the CITY OF LODI, a municipal corporation ('CityA")I,a the DOWNTOWN LODI BUSINESS PARTNERSHIP ("DLBP")- WITNESSETH: 1, PURPOSE. The purpose of this agreement is to allow events involving street closures under the authority of the Downtown Lodi Business Partnership (DLBP) in order to promote interest in the community and downtown core, along with increasing consumer awareness of the services offered and to provide a wholesome atmosphere. 2. TERM. This Agreement shall be automatically renewed upon City approval of the Business Improvement Association (BBA) budget unless specifically exempted. 3. TERMINATION OF AGREEMENT. Either party to this Agreement shall have the right to terminate this Agreement at any time by giving the other party written notice of such intent to terminate, with or without cause. 4. RESPONSIBLE PERSONS, It shall be the responsibility of the DLBP to keep City informed of the name, address and phone number of the person representing the DLBP with whom the City shall deal, and to whom all notices should be directed. 5. LOCATION. All events conducted under this Agreement shall be conducted within that portion of Downtown known as the Business Improvement Area as adopted City Resolution No. 97-179. All vendors shall do business outside the fire lanes as designated by the City. 6. DAYS/HOURS Permissible days and hours for an event shall be detailed in the Encroachment Permit 7. RESPONSIBLE PARTY, The DLBP shall be primarily responsible for the events and for all necessary planning, physical facilities, equipment, fire lanes, and removal, cleanup, and staffing. DLBP shall also be responsible for any necessary permits and Code requirements for the conduct of such event as may be required by County and State agencies and coordination with appropriate City departments, such as Police and Fire. All necessary certificates and approvals by any health or other governmental organization shall be in the possession of the person representing the DLBP in such event. At least 15 days prior to the event, the DLBP shall obtain an Encroachment Permit. eveM_agmt.doc .1 11119198 8. PARTICIPATION. Participation in an event and use of the public night -of -way shall be limited to those members of the DBLP, in good standing with the organization, and those persons and vendors as may be approved by the DLBP. 9, CONDUCT OF EVENT. DLBP shall be responsible for staging and location of all participants and vendors. No equipment, vehicle, or supporting structure shall be placed on any sidewalk or street except as specified on the Encroachment Permit. Vendors shall be limited to the sale of items specified on their application made to the DLBP, The DLBP shall insure that all vendors have obtained all necessary licenses. The DLBP shall be responsible for all necessary setup and cleanup, and the provision of adequate refuse containers as approved by the Public Works Director, At the conclusion of this event, streets shall be restored to a neat and orderly appearance. Electronic amplification, with the exception of entertainment sanctioned by the DLBP, shall be prohibited. 10. NOTIFICATION OF BUSINESSES AND HOMEOWNERS The DLBP shall notify all businesses and homeowners who may be effected by an event. The notice shall contain the name and telephone number of a person who can answer questions about the timing, route, staging, associated activities, etc, for the event. 11. ENCROACHMENT PERMIT. DLBP shall be required to obtain an Encroachment Permit for the conduct of an event described herein, The Permit shall provide all information the City deems necessary. The Permit shall be approved by the City Manager or his designee. Nothing in this Agreement shall dispense with such requirements or guarantee the issuance of a Permit. The City reserves the right to reject any Permit application. 12. DISPLAY OF BANNERS. Banners to be displayed above and across streets shall be accomplished only with the mutual consent of the affected building property owners or their representative. Copies of those mutual agreements shall be submitted to the City. The DLBP shall take responsibility for maintenance of all anchoring and related apparatus, inspection, removal and placement of the banner. Banner installation shall not interfer(-:,, with functioning or maintenance operations of City utilities and shall be removed at applicant's expense when requested by the City. The minimum height clearance shall be 17 feet from street surface to lowest point of a banner. The banners are to be displayed in a neat manner for a period not exceeding 60 days prior to and 5 days after the conclusion of the event. Banners to be displayed on street lights shall be as approved by the Public Works Department 13. EQUIPMENT. City shall have no responsibility to provide any equipment, light, power, or other article necessary for the conduct of an event. DLBP shall provide necessary sanitary facilities in the form of portable toilets, in a number adequate to accommodate participants and spectators. Locations of sanitary facilities at sites other than public right-of-way shall require consent of property owner. Copies of those mutual agreements shall be submitted to the City upon request. Location of sanitary facilities within the public right-of-way or City -owned parking lots must be approved by the City, event—agmt doo 2 11/19/98 14. VENDORS' LOCATIONS. Vendors shall be located as approved by the DLBP and as specified in the Encroachment Permit, 15, INSURANCE. DLBP shall furnish to the City of Lodi, prior to the commencement of an event, general liability insurance in a minimum amount of $1,000,000, naming the City of Lodi as additional insured. Coverage afforded by such policy shall be deemed primary coverage, and not as excess coverage for any losses incurred by the City of Lodi, The DLBP may furnish an annual certificate of insurance covering all events. 16- RIGHT-OF-WAY OPEN TO PUBLIC. During the conduct of an event, the streets and sidewalks within the closure limits shall remain open for access by pedestrians. A 24 -foot emergency vehicle access lane in all streets and 15 -foot clearance and accessibility to each fire hydrant shall be maintained at all times. At two-story structures and greater, emergency access shall be provided as required by the Fire Marshall, 17. VENDOR OR SIDEWALK SALES. The City shall not approve vendor or sidewalk sales or other activities within the closure area for an event. The DLBP may allow such sales or events and shall permit sidewalk sales by businesses located within the closure area for goods and services normally provided by said business at no charge to the business. Sidewalk sale displays shall maintain pedestrian use of the public right-of-way in conformance with the Encroachment Permit. 18, NONCOMPLIANCE. City may order the partial or total closure of an event for substantial noncompliance with any of the terms and provisions of this Agreement, or for any activity or circumstance amounting to a threat to health, safety or welfare, 19. HOLD HARMLESS. DLBP and participants agree to hold harmless and indemnify the City for any losses or claims arising from or out of the conduct of an event by DLBP which is not directly attributable to the negligence of a City officer, agent or employee. Such hold harmless shall include the right to indemnity for any attorney's fees or costs incurred in the defense of any action arising therefrom. 20. AMENDMENTS, Any changes from those as described in this Agreement are to be reviewed and approved in advance by the City Manager. 21, EXCLUSIONS This agreement does not include, nor provide the DBLP with control of City sponsored events including, but not limited to, the following events: a) Chamber of Commerce Street Faire (two times per year) as provided in the agreement between the City of Lodi and the Chamber of Commerce b) Lodi and Tokay High School homecoming parades c) Lodi Grape Festival Parade event—agnit.doc 3 d) Grape Bowl Classic Band Review IN WITNESS WHEREOF, the parties hereto have set their hands the day and year first hereinabove mentioned. CITY OF LOM, a municipal corporation WDI ON FLYNN 'City Manager ATTEST: ALICE M. REIMCHE City Clerk APPROVED AS 1-0 FORM: RANL)ALL A. HAYS City Attorney DOWNTOWN LODI BUSINESS PARTNERSHIP BY (,venl_agmufoc 4 110M)8 w RESOLUTION NO. 2005-262 A RESOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC HEARING DATE, AND APPROVING ANNUAL REPORT WHEREAS, Downtown Lodi Business Improvement Area No. 1 was established December 17, 1597, by Council adoption of Ordinance No. 1554; 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. Approved the Annual Report as submitted, said Report being on file with the City Clerk. 2. Establishes January 4, 2006, in the City Council Chambers, at Carnegie Forum, 305 West Pine Street, Lodi, California, at 7:00 p.m., or soon thereafter as posses, 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 2006 (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, itxorporated 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 38525. Dated: December 21, 2005 I hereby certify that Resolution No. 2005-262 was passed and adopted by the City Gouncil of the City of Lodi in a regular meeting held December 21, 2005, by the following vote: AYES: COUNCIL MEMBERS — Hansen, Johnson, and Mounce NOES: COUNCIL MEMBERS — Beckman and Mayor Hitchcock ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — None SUSAN J. SLACSTON City Clerk E 167 VALENTINE'S DAY RETAIL PROMOTION ST. PATRICK'S DAY CELEBRATION SACRAMENTO STREET CAR SHOW SPRING SIDEWALK EGGS-TRAVAGANZA PHOTOS WITH THE EASTER BUNNY WALL DOGS CENTINNIAL CELEBRATION CINCO DE MAYO CELEBRATION HISTORIC WALKING TOUR MOTHER'S DAY PROMOTION FARMERS MARKET & FESTIVAL WINE & SAUSAGE FESTIVAL FATHER'S DAY PROMOTION BREWS & BLUES FESTIVAL BACK -TO -SCHOOL SIDEWALK SALE 691' ANNUAL KIDDIE PARADE OKTOBERFEST SAFE -HALLOWEEN WINTERFEST PHOTOS WITH SANTA & VICTORIAN -ERR CARRIAGE RIDES MERCHANT WINDOW DISPLAY CONTEST I lm ANNUAL PARADE OF LIGHTS NEW YEAR'S EVE CELEBRATION SCHOOL STREET STROLL LODI STREET FAIRE Sobst y. Feb. 11 Salurday, Apra 1 SaturdGy. Aprf 15 SdttROW, ApM 15 Sutaddy, /1poq lb Aprl 28 - May 31 friday. May $ 1 Weekerldf big In! may. .i Saturday, Nlayy13 Thund". June.l _ Sept. 28 . Sunday, Jum 11 Saturday, June 17 Sunday, Juty 23 .... Solurdoy, Aug. 5 Saturday. Sept. 16 Sunday, Oct. 15 Saturday, Od. 28 ScrIvday, Nov. 25 Saturdays Nov. 25 - Dec. 16 Nov. 25 - Dec. 31 Thursday. Dec. 7 Swodw, Dec. 31 �l 14 & Oct. -13, Sundays ft* ve) mo T Oct.l 168 . ... 5 .I1A T W' T F Si ;S M' 1 W T f S. .S M T W T F SF 11 2 3 4 5 6 7 1 2 34. 1 2 3 4 8 9 10 11 12 13 14 5 6 7 8 9 1Qi 5 6 7 8 9 1Q 111 15 16 17 18 19 20 21; ',12 13 14 15 16 17 18, 1213 14 15.16=T$! :22 23 24 25 26 27 291 09 20 21 22 23 24 25'. A9 2D 21 22 23 24 25'; 1293031 26 27 28 26 2720 29 30 31 'S M T W T F 2 3 4 5 6 7 8' 9 10 11 12 13 !17 1$ 1920 ;23 24 25 26 27 28 29' r� S M T W 7 F SI 1- :2 3 4 5 7 8 �9 1011 1 14 15 16 17 18 1 21 22 02A 25 26 28 29 30 31 s :M T..'W T F S 2 08 9 10 11 14 15 16 17 18 19 '26i 21 22 23 24 25 26 27: 28 29 30 31 IS M T W T F S° 1 24r 6 7 8 9 .11 12, h3 14 15 16 t8 19 20 21 22 26; `27 28 29 SM T w 7 f S� 5.M._T..W T .F. S' 2 3 4 5 6 7j I 1 2 3 4: 8 9 10 11 12■ 14) i5 6 7 8 9 10 11: 61617 19 19 20 21i 12 13 14 15 16 17 18� !22 23 24 25 26 27N '19 2D 21 22 23 240 29 30 31 j '26 27 26 29 30 S M Tl W 't. F` S X23 4 5 6 7. -9 10. 12131 11 0 18 19 20 2 24 25 26 27 3D S M T'W T FS' 1 2 3 4 5 6' 8 9 i 10 11 12 1 :15� 17 18 19 23? .24 25 26 27 .29 30' :S M T W T F S- 3 4 5 6,a, :10 11 12 13 14 1 17 19 19 20 21 22 23i '24 25 26 27 28 29 30 r.. PROOF OF PUBLICATION (201.5.5 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 6599o; 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: December 24th .................................................................................. all in the year 2005. I certify (or declare) under the penalty of perjury that the foregoing is true and correct. Dated at Lodi, Californ__ ' this 24th day of 1)46er 200,, r i..:`............Mr:.4.` .................... Signature This space is for the County Clerk's Filing Stamp Proof of Publication of Notice of Public Hearing Resolution No. 2oo5-262 A Resolution of Intetnion to Levy Annual Assessment For Downtown Lodi Business Improvement Area No. 1, Establishing Public Hearing Date, and Approuing Annual Report Please immediately confirm receipt of this fax by cafi3ng 333-6702 CITY OF LODI P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 ADVERTISING INSTRUCTIONS SUEhJECT: NOTICE OF PUBLIC HEARING FOR JANUARY 4, 2006, TO CONSIDER LEVY OF ANNUAL (2006) ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1 PUBLISH DATE: DECEMBER 24, 2005 TEAR SHEETS WANTED: Three (3) Please SEND AFFIDAVIT AND BILL TO: SUSAN BLACKSTON, CITY CLERK City of Lodi P.O. Box 3006 Lodi, CA 95241-1 91 0 DATED: Thursday December 22, 2005 ORDERED BY: JEN IFER M. PERRIN, CMC DE TY CITY CLERK /IJ, DANA R. CHAPMAN ADMINISTRATIVE CLERK SUSAN J. BLACKSTON CITY CLERK JACQUELINE L. TAYLOR, CMC DEPUTY CITY CLERK axed= to the'Sentinel at 389-1084 at JL(time) On oS (a e) Z_(pag* LiVS t)I -j2—_ PFton d to confirm receipt of all pages at 3� (lima} JL DRC _JMP (initial's) formsladvins.doc ¢EC,L&RAT#ON Qf EQSTiNG PUBLIC HEARING FOR JANUARY 4, 2006, to consider levy of annual (2006) assessment for the Downtown Lodi Business Improvement Area No. 1. On Thursday December 22, 2005, in the City of Lodi, San Joaquin County, California, a notice of public hearing to approve the Downtown Lodi Business Partnership (DLBP) 2005/2006 Annual Report as submitted by the DLBP Board of Directors, to adopt a Resolution of Intention to levy an annual assessment for that fiscal year was posted at; 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 December 22, 2005, at Lodi, California. JENNIFER M. PERRIN, CMC DEPUTY CITY CLERK DANA R. CHAPMAN ADMINISTRATIVE CLERK N:iAdministration\CLERK\Fotms\DECPOST.DOC ORDERED BY: SUSAN J. BLACKSTON CITY CLERK JACQUELINE L. TAYLOR, CMC DEPUTY CITY CLERK NOTICE OF PUBLIC HEARING RESOLUTION NO. 2005-262 A RESOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC HEARING DATE, AND APPROVING 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, Approved the Annual Report as submitted, said Report being on file with the City Clerk. 2. Establishes January 4, 2006, 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 mold 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 2006 (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. *NOTE: Information regarding this matter and referenced exhibits may be obtained in the Office of the City Clerk, City Hall, 221 West Pine Street, Lodi, CA, 95240. All interested persons are invited to present their views and comments on this matter. If you challenge the subject matter in court, you may be limited to raising only those issues you are someone else raised at the public hearing described in this notice or in written correspondence delivered to the City Clerk prior to the close of the public hearing. Dated: December 21, 2005 I hereby certify that Resolution No. 2005-262 was passed and adopted by the City Council of the City of Lodi in a regular meeting held December 21, 2005, by the following vote: AYES: COUNCIL MEMBERS — Hansen, Johnson, and Mounce NOES: COUNCIL MEMBERS — Beckman and Mayor Hitchcock ABSENT: COUNCIL MEMBERS -- None ABSTAIN: COUNCIL MEMBERS — None SUSAN J. BLA ETON City Clerk Susan Blackston From: Larry Hansen Sent: Wednesday, December 21, 2005 5:19 PM To: 'Pamela Hayn' Cc: City Council Subject: RE: DLBP Activities Pamela.... Thank you for taking the time to express your concerns about the DLBP you have provided some interesting background..... Larry -----Original Message ----- From: Pamela Hayn [mailto:plhayn@yahoo.com] Sent: Wednesday, December 21, 20054:31 PM To: Susan Hitchcock; Bob Johnson; JoAnne Mounce; Larry Hansen Subject: DLBP Activities City Council Members, As you prepare to accept the DLBP's annual report and subsequently adopt a resolution of intent to levy assessments on its members, I would like to share with you the following: It is no secret that the past 12 months have been wrought with turmoil and inefficiencies within the organization, resulting in the removal and subsequent reinstatement of the President, the resignations of three very qualified board members, allegations of misappropriation of funds from its Wine & Beer Garden and the board's inability to follow proper ABC operating procedures (ultimately resulting in the premature closing of this popular feature at the weekly Farmers Market), a myriad of conflicts of interest and disagreements, persistent inability to adhere to The Brown Act and/or follow Open Meeting Laws, improper and selective election processes, months of negative media coverage that has ultimately reflected poorly on Lodi as a whole, and the sudden and questionable termination of the organization's Executive Director. There have been many questions surrounding my termination with the organization, many of which I have been unable to address due to pending legal action. I have been recipient of over 100 phone calls from concerned members and citizens of the community regarding the DLBP's historical pattern of terminating its current Executive Director each time the board itself becomes embroiled in months of internal conflict such as this. Like them, I too question the timing of such behavior and find myself wondering if it their recent actions are not yet another last -stitch effort to save face in front of the respected members of our city council just prior to giving their annual report. Unlike my predecessor, my "immediate" termination came as a shock to many, due mainly in part to an outstanding performance review and merit increase unanimously voted upon just months earlier by many of those same members currently sitting on the board today. For those who remember the tumultuous cloud under which I entered into the organization in 2003, the difference was like night and day. One would also question how an ED who was widely praised for her efforts and ability to accomplish so much in such a short amount of time (including 3 self-funded banner programs, implementation of 5 additional revenue -generating programs such as photos w/Santa, and the negotiation of a new large-scale brought to the downtown area such as the Wine & Sausage Festival), could suddenly have become so inept at performing her own job to warrant such drastic action - had it not been for the ineffective leadership of its own board of directors. The manner in which my termination was handled by the President and Executive Committee is questionable to say the least. There are many facts and details involved, which until now, have been unbeknownst to many. These include an impromptu performance evaluation by the President just 24 hours after engaging in a protected activity and informing her of my intent to contact the DFEH regarding the worsening harassment, threats and discriminatory behavior I was subjected to as a result of the board's division. Both the DFEH and the California State Labor Commission have taken extreme notice of the fact that the President clearly stated in this review my "threats of legal action against the organization' as a "deficiency" in job performance. Following completion of the award-winning Farmers Market and only 1 day after requesting Worker's Compensation claim information, I was terminated "effective immediately' via telephone by the President, Mary Wallace, and while out on medical leave for stress (diagnosed as being caused by a "hostile work environment" by a treating Worker's Comp physician). The reason provided to the media by for my termination by the President was that I "was not in line with the Board's direction:' For this, I would respectfully ask, what directionT Few are aware that the current President, Ms. Wallace, did not meet with me even once during the entirel0 months of her term, despite my numerous requests. This group of individuals has proven its own dysfunctionality repeatedly through its inability to hold and conduct regular monthly board meetings, follow basic parliamentary procedure, or pass a single motion in 1 - year with a majority vote — not to mention provide any clear and concise direction to its own Executive Director. Their division resulted in little to no volunteer support provided to me during downtown's busiest event season, a division amongst my staff that resulted in the departure of 4 employees (two of which the board has curiously re -hired following my termination and two whom resigned immediately following my termination). It is my opinion that the self-serving motives and agenda of certain individuals on this board are a disgrace at best. However, the final actions of its Executive Committee and President have been almost too appalling to believe. It is no secret that I did much if not all of the physical work involved in the organization's many events and 19 -week Farmers Market (in addition to my executive duties) and/or that I consecutively worked 15-18 hour days in order to ensure the success of the organization's programs and events. The hard work, dedication, personal time and effort I gave to the DLBP and the downtown area over the last 10 months was in turn met by a check in the amount of $0 from the President and Treasurer following my termination. The consistent use of my own vehicle to load, unload and haul event equipment for the entire duration of the Farmers Market has been repeatedly ignored by these respected "leaders' of the community. A portion of my personal property was dropped off in front of my home by the Vice President on 2 separate occasions without prior notice. To -date, my requests for the remainder of my belongings and the over $5,000 in wages, vacation pay and expenses still owed to me have been blatantly ignored. My persistent refusal to go along with the self-serving behavior and agenda's of certain board members clearly sealed my fate in the end. Such actions in my opinion, only serve as a further testament to the type and level of treatment I was forced to endure over the last year. Having invested so much time and labor in the downtown area over the last two years, and with a brother who is a business owner and member of the DLBP, I assure you that my intent is by no means to impose harm to the downtown area or reverse my own efforts. However, the city council should be aware of the fact that due to the DLBP's actions, I have filed for and recently received a "right to sue" notice from the Department of Fair Employment & Housing. There are also two complaints currently under investigation by the California Labor Commissioner, and I have requested a full-scale audit of the board's activities over the last year by the California Attorney General. At the risk of sounding like a disgruntled former employee (which I assure you I am not), I feel it is my responsibility to inform the members of our city council of the recent actions of the DLBP Board of Director's prior to approving yet another tragic waste of funds and taxpayer dollars. As the governing body responsible for passing the ordinance by which the DLBP was initially created, I would respectfully request that every city council member, at the very minimum, take the initiative to review the DLBP's board meeting minutes (including special meetings) from the past year. Provided you are given the minutes in their entirety, I assure you that in doing so you will find my concerns valid and true. I am also available to meet with you at any time. Many have said that the very make-up of a BID district guarantee's its own demise. I firmly agree that the operation as it is governed today is headed for failure. In my first year as DLBP's ED, Downtown Lodi received no negative press. In the last year alone, nearly 50 articles have emerged — many of which will be floating around on the Internet for years to come. Such negativity only serves as a detriment to the forward progress of the City of Lodi. Furthermore, as business owners primarily concerned with their own bottom line, and whom lack the background, experience and resources required to adequately and safely execute events, I have strong concerns about the busy event season to come and can only keep my fingers crossed that something more tragic than a few vehicles being towed does not occur. If nptninlq else, I would suggest that the City Council appoint an advisory board to oversee the future actions of the DLBP. Your involvement is critical. Thank you for your time and consideration. I have enjoyed working with all of you and wish you much success in the future. Yours Truly, Pamela Hayn (209)570-4475 Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com