HomeMy WebLinkAboutAgenda Report - March 15, 2006 K-04 PHAGENDA ITEM VVA
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE: Approve Lodi Tourism Business Improvement District 2006 annual report,
adopt resolution of intent to levy annual assessment and set public hearing for
March 29, 2006
MEETING DATE: March 15,2006
PREPARED BY: Management Analyst, City Manager's Office
RECOMMENDEDACTION: Council action will be threefold: (1) To approve the Lodi Tourism
Business Improvement District (LTBID) 2006 Annual Report as submitted by the LTBID Board of
Directors, (2) To adopt a Resolution of Intentionto levy an annual assessmentfor that fiscal
year, and (3) To set a public hearing for March 29, 2006 to consider the levy of the proposed
assessment.
BACKGROUND INFORMATION: Pursuant to Lodi Municipal Code Chapter 12.07 and Streets and
Highways Code Section 36500 et seq., the LTBID 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 2006 Annual Report and levy of assessment. The City
collects an administrative fee of five percent from the LTBID assessment. Representatives of the LTBID
will be present and will make a presentation regarding the attached report. The levy of the annual
assessment will be discussed at the March 29tn meeting.
FISCAL IMPACT
Ruby Pas e, Interim Finance Director
w
Janet L. Hamilton
Management Analyst
Attachments
cc: Nancy Beckman, LTBID Executive Director
APPROVED:
Blai ng, City Manager
C O N F E R E N C E
V f SITfIS BUREAU
March 7,2006
Susan Blackston
City Clerk
City of Lodi
221 W. Pine Ste
Lodi. CA 95240
Dear Ms. Blac cston.
Attached is the 2006 Annual Report for the Lodi Tourism Business Improvement District
(L.TBID) which was established October 6,2004 by City Ordinance 1753 and amended
February 16, 2005 by Resolution No. 2005-37.
Attached you will find a 2006 work plan, budget, and method of assessment, as required
by the California Streets and Highways Cade 433650. Please note there are no suggested
changes to the District at this time..
1 plan to present the work plan in its entirety at thy: March 15"' City Council meeting
Please feel free to call rye with any questions you may have.
2545 West Turner Road . Lodi, Caiitomia 95242 .Toll -Free: 800-798-1810 • 209-365-1195 • Fax: 209-367-07:37 • www.visitiodi.co
Lodi Tourism l usir�ess m r caven���ai ?ist�ict
Method of Assessment: 'The L BID includes hotels/lodging facilities within the city of
Lodi. Each lodging facility within the district shall be assessed 3`x/0 of the gross room
rental revenue. Rentals (stays) lasting over 30 days are not subject to the assessment.
The assessment is levied on an annual basis and collected quarterly.
Ars=ssment funding Purpose: To administer marketing programs to promote Lodi as a
tourism destination and to Fund prgieets, prograins, and activities that benefit hotels
within the city of Lodi.
2006 Work Plan Exhibit Al
For the purpose of the Annual Report presentation, we have broken our 2006 work plan
into 4 project areas:
2 Marketing
a Press & Media Relations
a Customer Service & Hospitality
Advocacy/Other
2006 LTBID Budget
ProRrgm Areas
Description
� BudRet
_
700 R c enties:
13ID 1,�s
.... _�_
$i65,O00. 0
_m _
Cessc.nt
ite- of Lodi
�
$123,500.00
1Donation
_...._ _._...
Total Projected eve._..n-- s
'.,�. ____.._. ...,.... ......,._. _...�. ,�._...
$297,500.00
20flfj I_: .e2lciittxr�a5 By Prot nmtn Are a:
fu.f._.
I�larket�l S
L
'�C�S-ertis i 1' 1de hE)�LT6, U)"fYCCt Mail, ;3FJ iCltiltlC}C3, 1 .. '
Preuss & N --t€ (ha Rel adons
Bi -Annual I're ; 'Cris Nfedia D,)y
$28,442,00
Ct stoz� ce Service & lf.€Jspital t�
_
Visitor Irifo Mailings Website, Visitor Publications,
E Hotel Brochure Distribution
$70,486.00
Advocacy/Other�._...... �..iV
.ci'"OCaC�S',Newsletter
y61J.��{)
Total Expe.mes _�—
...._ _m-___ �.�...
� _ �
$297,500.00
7€}€)6�[ to CrCd NetCarryover
�._._
$0,00
L_'2003 ,� et (iit°t°t over
Retained for constniction costs '3t new office location
5 7 7�7.%€)
Lodi::.Gonference
6 Work Plan
In addition to the Annual California Visitor Guide ad and
bi-annual ads::In the Sacramento Visitor Guide, monthly advertisements will be
placed in Diablo and Sacramento Magazines. All advertising will include a
response measure for tracking purposes and all advertisements in the
Sacramento/Bay Area will be coordinated with a direct mail campaign,
Direct MAjl a ai rte: Quarterly marketing flyers will be mailed to individuals
from our database: that fall within the targeted magazine advertisement
distribution areas,
1rade Shows: LCVB staff will attend two travel trade shows (Bay Area and
Sunset Travel' Shows) geared toward the leisure travel market, Whenever
possible, additional representatives from the Lodi area will attend. All leads will
be tracked and a database of contacts will be maintained for future marketing
opportunities.
Taste of Lodi:. The LGVB in conjunction with Wine & Roses and Jewel Winery
will produce this annual signature event to: I .) Draw in visitors and 2.) Showca
and market Lodi as a wine country tourism destination,
LodiView: Continue offering LodiView as a monthly e -publication highlightin,#
events and activities of interest to the tourist, A goal will be to increase
distribution by 15%.
Tradeshows: The Lodi Conference & Visitors Bureau will attend three
trade/sales shows created for the group market: The California Society of
Association Executives (Cal SAE), the National Tour Operator Travel & Tourism
Exchange and the California Travel Industry California Travel Market
appointment show, All sales leads will be followed up on and added to our
database for future marketing opportunities,
Z
I 1 11101- now
11MMIZIN-Slon M" HW111FAMIRall MTBHIE FKA] ARPRUK0 11
Direct Mail Cam paigm, Quarterly fliers/brochures will be mailed to group sales
decision makers to reinforce the Lodi tourism message.
t,- I appropriate
22223��� Sponsorships at tradeshows will be 'tili-,
and as funding allows) as a method by which to introduce the group n iarket tc
Lodi as a destination
Press_�Tri& Two group press trips will be held each year as a way to increase
PR for Lodi as a tourism destination. Travel writers for tourism trade
publications, lifestyle magazines and newspapers will be the focus.
Media_Day. The LCVB will hold an annual Media Day designed to build and
strengthen television media relations while educating the media with regards to
Lodi as a tourism destination.
14 - �__ -• �., �
Visitgr Information Packets: Visitor information will be distributed on request to
individuals or groups, In 2006, an estimated 1800 requests for information will be
filled.
Website: The visitiodi.com website will be maintained and updated as
necessary. The goal of the website is twofold: 1.) To educate and create
awareness of Lodi as a visitor destination and to 2.) Provide the highest degree
of customer service by ensuring that visitor information is complete, up-to-date
and easily accessible.
Visit -gr Publications. The LCV 6 will develop and maintain a number of
publications geared to increase availability of visitor information.
Community Book: 6,000 copies of the Community Book (Visitor Guide)
will be distributed in 2006. The book which is designed to showcase Lodi
to potential visitors and tourists is currently distributed to hotels/wineries
and other tourist attractions. It is the main marketing piece for the LCVB
and is mailed upon request and distributed at travel trade shows. The
book has an estimated 13 month shelf -life.
Festival & Events Calendar. The LCV8 will produce and distribute a
minimum of 1,500 Festival & Events Calendars, The calendar, produced
annually, is a quick reference to events in the Lodi area a nd is distributed
at the hotels, tradeshows, and in visitor information packets,
Visitor Attraction Map & Guide, In 2006 the Lodi CV8 will produce a
Visitor Attraction Map & Guide. The map will come in a "pad", and will be
distributed to hotels and other attractions to utilize when visitors are
Meeting Facilities Brochurw Produced in-house, the Meeting Facilities
Brochure is designed to provide information to potential consumers on
event facilities,
hotel Brochure Distribution'. LCVB staff will provide a monthly brochure
distribution service to Lodi hotels. The goal is to ensure that visitor information is
widely available and easily accessible to guests.
Advq2pcL The Lodi Conference & Visitors Bureau desires to support the local
lodging industry as well as other hospitalityltourism venues and organizations.
Advocacy on tourism related issues are at the discretion of the Board of
Directors.
Newsletter: A minimum of thee newsletters will be distributed to local
constituents and individuals vested in the tourism industry as a way to inform the
public as to the programs and services undertaken by the Conference & Visitors
Bureau.
RESOLUTION NO. 2006-43
A RESOLUTIONOF THE LODI CITY COUNCIL APPROVING THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT 2006 ANNUAL
REPORT; DECLARING ITS INTENTIONTO LEVY ANNUAL
ASSESSMENT, AND ESTABLISHING PUBLIC HEARING DATE
WHEREAS, the Lodi Tourism Business Improvement District was established October 20, 2004,
by Council adoption of Ordinance No. 1753, and as amended by Ordinance 1756; and
WHEREAS, the Annual Report as required by Streets and Highways Code §36500 et seq., has
been submitted to the Council by the Board of Directorsof said improvement area.
NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine, and find
as follows:
The 2006 Annual Report is hereby received and approved as submitted, said Report
being on file in the City Clerk's Office.
Establishes March 29, 2006, in the City Council Chambers, at Carnegie Forum, 305 West
Pine Street, Lodi, California, at 600 p.m., or as 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 Lodi
Tourism Business Improvement Districtfor calendar year 2006 (the Area's fiscal year).
4. The proceeds from the Lodi Tourism Business Improvement District assessment shall be
used to administer marketing programs to promote the City of Lodi as a tourism
destination and to fund projects, programs, and activities that benefit hotels within the
City of Lodi. The boundaries of the Lodi Tourism Business Improvement District shall be
the boundaries of the City of Lodi. Refer to the Report on file in the Lodi City Clerk's
office for a full and detailed description of the improvements and activities, boundaries,
and proposed assessments for the 2006 fiscal year.
5. 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 5536524 and 36525.
Dated: March 15,2006
I hereby certify that Resolution No. 2006-43 was passed and adopted by the City Council of the
City of Lodi in a regular meeting held March 15, 2006, by the following vote:
AYES:
COUNCIL MEMBERS— Hansen, Johnson, and Mounce
NOES:
COUNCIL MEMBERS— None
ABSENT:
COUNCIL MEMBERS— Mayor Hitchcock
ABSTAIN:
COUNCIL MEMBERS—Beckman
SUSAN J. BLACK N
City Clerk
2006-43
PROOF OF PUBLICATION
(2015.5 C.C.C.F.)
STATE OF CALIFORNIA
County of Sant Joaquin
I am a citizen ofthe United States and a resident
of the County aforesaid: I am over the age of
ei cen years a' i mo a party to or intere Ste d
in the above cntiticd matter. I am the principal
clerk of the printer of the Lodi News -Sentinel, a
newspaper of general circulation, printed and
published dailvexcept Sundays and holidays, in
the City of Jodi, 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 cfMay 26th,
1953. Case Number 65990; that the notice of which
the annexed is a printed copy (set in type not
smaller than port-psreil) has been. published in
each regular and entire issue of said newspaper
and riot in any supplement thereto on the following
dates to -wit:
March 2iat
all in the year2oo.6.
I certify (or declare) under the ptualty of perjury
that the foregoing is true and correct.
Dated at Lodi, California, this 211 day of
Mar 2 6.
.. ..... .... ....... .............
Signature
u
This space is for the County Clerk's Filing Stamp
Proof of Publicatioia of
Resolution No. 2oo6-43
A Resolution of the Lodi Cby Council Approving the
Lodi Tourim Business Improvement District 2006
Annual Report; Declaring Its' Intention to Levy Annual
Assessment. earl p_ctahlif;hing Public K-earing Date
NOTICE OF PUBLIC HEARING
RESOLUTION NO 2006 43
A RE84LlJTIOfJ 4F=THE.iLCpt$ai
CITY COUNCIL APPROYINGw.
THELODI TOURISMBUSINESS
IMPROVEMENT DISTRICT 2006
ANNUAL REPORT, DECLARING
ITS INTENTION TO LEVY
ANNUAL ASSESSMENT. AND
ESTABLISHING PUBLIC HEAR-
ING DATE
WHEREAS, the Lodi Tourism
Business Improvement District
was established October 20.
2004. by Council adoption of
Ordinance No. 1753, and as
5. At the time of the public how -
amended by Ordinance 1756;
written and oral protests nW
and
be made. The florin and Mariner
of protests shall c
WHEREAS, the Annual Report as
ys Code
andomply ode
g§ra36 24
requlred byStreels and Highways
Code §36500 et seq., has been
335"
submitted to the Council by the
Dated - March 15, 2006
Board of Directors of said
improvementarea.
INhereby certify that Resoluutlon
and
Nadopt
NOW, THEREFORE, the City
re CHy Counted of the
Council of the City of Lodi does
hereby determine,
City of Lodi kr a regular enestitg
the 101-
resolve, and
lind as follows:
held March 15, 2011 by
lowing vote;
1; The 2006 Annual Report is
AYES: COUNCIL MEM -
hereby received and approved as f
BERS - Hansen, Johnson, and
submitted, said Report being on
Maurice
file in the City Clerk's Office
NOES COUNCIL MEM -
2. Establishes March 29. 2006, in
BERS-None
the City Council Chambers. at
Camegfe Forum, 305 West Pine
ABSENT. COUNCIL MEM -
Street, Lodi, California, at 6A0
BERS-MayorHitchcook
p.m., or as soon tharaarter as
Possible, As the dale, place. and ,
,5STAiN COUNCIL MEM -
time to hold the public hearing
required by Streets and Highway '
BERS-Beckman
Code §36534,
SUSAN J BLACKSTON
'
City Clerk
3. It is the Intention of the City ;!1
March 21, 2006 - 05511652
Council to levy and collect �{�
-
assessments within the Lodi
Tourism 13USNHM Improvement,*
District for caiendar year 2006 -
(theArea's fiscal year).
4. The proceeds from the Loc
Tourism Bushes Improvemer y
Diatrlt:t assessment shall I
rboeQrusee
to nq a ;.m=r S 551
praae
{ as ,
tourism destNtatlon and to fun
I
that beri ho" wilhNl the CH
of Lodi. The boundaries of th
n Lodi Tourism . $usines 1r
improvement Dislrlot shell be th !
boundaries of I" city of Lod
ROW to this Report on Me In th
i. Loci City Clerk's office for a fu
and detW*d dewrfpllan of th
Improvements and activilief
boundaries, and prepose
assessments for the 2006 flea
veal
Please immediately confirm receipt
of thisfax by calling 333-6702
CITY OF LODI
P. O. BOX 3006
LODI. CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT NOTICE OF PUBLIC HEARING on March 29,2006 to consider Lodi Tourism
Business Imorovement District levy of proposed assessment for fiscal year 2006 and
cor of Annual Report.
PUBLISH DATE: March 18,2006
TEAR SHEETS WANTED: Three (3) please
SEND AFFIDAVIT AND BILL TO: SUSAN BLACKSTON, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: March 16, 2006
ORDERED BY:
JENNIFER M. PERRIN. CMC
DUTY CITY (CLERK
ti159-�
ANA R. CHAPMAN
ADMINISTRATIVE CLERK
forynAadvins.doc
SUSAN J. BLACKSTON
CITY CLERK
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
NOTICE OF PUBLIC HEARING
RESOLUTION NO. 2006-43
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT 2006 ANNUAL
REPORT; DECLARING ITS' INTENTIONTO LEVYANNUAL
ASSESSMENT, AND ESTABLISHING PUBLIC HEARING DATE
WHEREAS, the Lodi Tourism Business Improvement District was established October 20, 2004,
by Council adoption of Ordinance No. 1753, and as amended by Ordinance 1756; and
WHEREAS, the Annual Report as required by Streets and Highways Code §36500 et seq., 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:
The 2006 Annual Report is hereby received and approved as submitted, said Report
being on file in the City Clerk's Office.
2. Establishes March 29, 2006, in the City Council Chambers, at Carnegie Forum, 305 West
Pine Street, Lodi, California, at 6:00 p.m., or as 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 Lodi
Tourism Business Improvement Districtfor calendaryear 2006 (theArea's fiscal year).
4. The proceeds from the Lodi Tourism Business Improvement District assessment shall be
used to administer marketing programs to promote the City of Lodi as a tourism
destination and to fund projects, programs, and activities that benefit hotels within the
City of Lodi. The boundaries of the Lodi Tourism Business Improvement District shall be
the boundaries of the City of Lodi. Refer to the Report on file in the Lodi City Clerks
office for a full and detailed description of the improvements and activities, boundaries,
and proposed assessments for the 2006 fiscal year.
5. 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: March 15, 2006
I hereby certify that Resolution No. 2006-43 was passed and adopted by the City Council of the
City of Lodi in a regular meeting held March 15, 2006, by the following vote:
AYES:
COUNCIL MEMBERS — Hansen, Johnson, and Mounce
NOES:
COUNCIL MEMBERS— None
ABSENT:
COUNCIL MEMBERS— Mayor Hitchcock
ABSTAIN:
COUNCIL MEMBERS— Beckman
SUSAN J. BLACKSTON
City Clerk
2006-43
DECLARATION OF POSTING
PUBLIC HEARING on March 29,2006 to consider Lodi Tourism Business
Improvement District levy of proposed assessment for fiscal year 2006 and
confirmation of Annual Report
On Friday March 17, 2006, in the City of Lodi, San Joaquin County, California, a Notice of Public
Hearing to consider Lodi Tourism Business Improvement District levy of proposed assessment
for fiscal year 2006 and confirmation of Annual Report.
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 March 17, 2006, at Lodi, California.
JENNIFER M. PERRIN, CMC
DEPUTY CITY CLERK
DANA R. CHAPMAN V
ADMINISTRATIVE CLERK
N:1AdministrarionlCLERKIForms\DECPOSTCM .DOC
ORDERED BY:
SUSAN J. BLACKSTON
CITY CLERK
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
C
DECLARATION OF MAILING
PUBLIC HEARING on March 29,2006 to consider Lodi Tourism Business Improvement
District levy of proposed assessment for fiscal year 2006 and confirmation of
Annual Report.
On March 16, 2006, in the City of Lodi, San Joaquin County, California, I deposited in the United
States mail, envelopes with first-class postage prepaid thereon, to consider Lodi Tourism Business
Improvement District levy of proposed assessment for fiscal year 2006 and confirmation of
Annual Report
There is a regular daily communication by mail between the City of Lodi, California, and the
places to which said envelopes were addressed.
I declare under penalty of perjury that the foregoing is true and correct.
Executed on March 16, 2006, at Lodi, California.
ORDERED BY:
JENNIFERM. PERRIN, CMC
DEPOTY CITY CLERK
t
DA A R. CHAPMAN
ADMINISTRATIVE CLERK
Formsldemait.doc
ORDERED BY:
SUSAN BLACKSTON
CITY CLERK, CITY OF LODI
JACQUELINE L. TAYLOR, CMC
DEPUTY CITY CLERK
Lodi Tourism Business Improvement District MASON $ew4
NYlrrtlli■i�
Tabitha Freytag
Wine and Roses Country Inn y"
2505W. Tumer Road
Lodi, CA 95242
(209)334-6988
Beth Kim
Comfort Inn
118 N. Cherokee Lane
Lodi, CA 95240
(709)367-4848
Sonny Pate(
Wine Country Inn
607 S. Cherokee Lane
Lodi, CA 95240
(209)368-2707
Sunil Yadav
Modem Motor Lodge
1450 S. Cherokee Lane
Lodi, CA 95240
(209)333-8844
MaryWallace
Frames and FineThings
18W. Pine Street
Lodi, CA 95240
(209)333-1246
Kelli Mettler
Lodi Conference and Visitors Bureau
2545 W. Turner Road
Lodi, CA 95242
(209)365-1195
Betty Hansen
Jewel FineWines
3750 E Woodbridge Road
Woodbridge, CA 95258
(209)340-8521
Liaison;
Also mall agendas to:
Jim Krueger, Finance Director
NancvBeckman, Executive Director
City of Lodi
Lodi Conferenceand Visitors Bureau
P.a Box 3006
2545W. Turner Road
Lodi, CA 95241-1910
Lodi, CA 95240
(209)333-6761
(209)365-1195
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