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HomeMy WebLinkAboutAgenda Report - October 4, 2006 K-04 PHAGWWA ITEM *" 4 CITY OF LORI COUNCIL COMMUNICATION TM AGENDA TrTL.E: Approve Downtown Lodi Business Partnership 2006/2007 annual report, adopt resolution of intent to levy annual assessment and set public hearing for October 18, 2006 MEETINS LATE: October 4, 2006 PREPAiLISED DY: City Manager RECOMMENDED ACTION: Council action will be threefold: (1) To approve the Downtown Lodi Business Partnership (DLBP) 2006/2007 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 October 18, 2006 to consider the levy of the proposed assessment. BACKG111101WIM I*QIRMATLIDN: Pursuant to Lodi Municipal Code Chapter 12.06 and Streets and Highways Code Section 36500 et 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 2006-07 Annual Report and levy of assessment. Representatives of the DLBP will be present and will make a presentation regarding the attached report. The proposed 20% increase and levy of the annual assessment will be discussed at the October 18`h meeting. Streets and Highways Code Section 36533 provides that a Business Improvement District (BID) must file an annual report which shall include proposed assessments, budget, general descriptions of the proposed improvements and activities, description of the area served, and any declaration of intent to change boundaries of the parking and business improvement area or in any benefit zone within the area if changes are being proposed. No changes in these areas are proposed for the 2007 fiscal year. Programa developed during the 2006 fiscal year include an enhanced website, radio commercials, the Centennial banner program, expanded newspaper advertising, the Shop Lodi Campaign, the Friends of Downtown program, and the Kiosk Program. Events included Farmers Market, the Parade of Lights, Safe Haloween, and Winterfest. Plans for next year include continuation of these programs as well as the publication of merchant brochures, continued tree light maintenance, and kiosk refurbishment. FISCAL IMPACT: The City collects an administrative fee of five percent from the DLBP assessment. it King - - City Manager Attachments cc: Chuck - sterling, DLBP Board Chair Jaimie Watts, Executive Director, DLBP APPROVED: r�— Blairting, City Manager VW LO Di s. P MW Aust 31, 2406 Mr. Blair King, City Manager City of Lodi 221 W. Pine Street Lodi, CA 95241-1910 Re: Annual lleport 2006/2007 Deaf, Blair: Sec*n 11.0 of the City Ordinance Number 1654, establishing the Downtown Lodi Business ImpoDvement Area, requites that we submit to you by September of each year our annual report and budget. In a4dition, 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 infoonation 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. Thank you for your continued support. Sincerely, X� I Chuck Easterling, Presidont Downtown Lodi Business Partnership Downtown Lodi Businea Partmenhip 4 Wet Pine Strat, Leeli, Cafibmis M40 20369AM pbMe 2W -M98 M f z www.downtowniadLam 203830*. 30*. ERS D s MED IA 1M oft 4(joie D1 tm so 81 ARTICLES OF INCORPORATION OF #0*3 DOWNTOWN LODI BUS114ESS PARTZft1CRS>FfIP . 1L1. J A talifemia Kor p"(it Mutual Stne i<t Cvrperatlon Ojw, The name the corporation is Downtown Lodi Business Partnership (A Caflfornia Wcaptofrt"tuat Bentit CorKradon). Two: This cor I Ott'" • WnproSt mutun! betteiit corporad,4w organised ur4ar A* nproftt mutual Ben orporadon Gaw. The porpose of this corporation is to ergagr in any vim act or activity for *hich s corporation may be arSanized under such law, Secs+ purposes foo which dsbl ccgoration is formai are to promote and improv the 4owwwaLodi I' usiness Iran, to gozera}Iy improve business condkions in the downtown area, #*d to golly enhance downtown ares of the City of Lodi. Notwit�and tV *4 odd pwv`t w of these articled this oorporativn a1haU not engage in arty activities or exercise arty pewees that are not in fi,lt' herww4 of the purposes of ties corporation. These: The namo #W addrew of the corporation's initial agent lbr service of proems is sonam M. Beckman, E34. l It N. Churth Street, Lodi, California, 05240. Pour: The right to,, determine the considerttion for which marrberships wi>i be iestaed duH to vested in the Regular *embers, to be determined by a majority vote ofthe Regular Mmbera *sood statltdhtg. Five: No }ran of too met earns of the corporation shall inure to the bent o(any nv#rnb er or private shareholder. as defined for purpo-ses of Section 501 (c) (5) of the ltwrnal vaws Code of 1954. Dated: March 31, 1998 s Ronald M, Backman, Irporetor sUS#K4W PARTNERSHIP 4:ff91-DIFRAWr113 a R x1:13:1 hear lamed below refer to Section 36533(b) of the California Streets and Highway Code: No changes in boundaries of benefit zones within the area are proposed. No physical improvements are planned. Budget for the budget year July 1, 2006 through June 30, 2007 is enclosed as Exhibit B. 0 The budget details all sources of income and projected expenses. A Benefit Fee Schedule and a Map of the Business Improvement Area are enclosed as Exhibits C & I3 respectively. There is a proposed 20% increase in the Benefit Fee Schedule. Downtown bode Business Partnership 4 West Pine Street, Lodi, Califorob 95240 209369.8052 phone 209.369.8953 fax www.downtownlodi.eom 11 EXHIBIT A Our downtown is the mai8 focus point of our city. We as a city have made some of the invest- ment into revitalization for example, new streets, wider tree lined sidewalks, a parking structure and a train station. The required change in focus of downtown merchants and businesses to spe- ciality shops, small niche stores and destination businesses, for the most part has occurred. With these changes a sense of place was recreated that encourages people to visit and linger in our downtown regularly and for our many events. The redevelopment efforts and change of focus has allowed us to have a new identity and the value of possessing a strong sense of place. a recent trend that provides evidence of the value of our downtown is the attempt at developing new downtowns in the suburbs, which have no traditional core and therefore no sense of place. The value of downtown for its economic benefits, heritage and identity, benefits the entire com- munity. A strong commitment by local government in conjunction with a well organized and active private sector is essential in keeping our efforts moving forward. The DLBP has had 100% cooperation from our members regarding their assessments. We have addressed and solved any inequities within our benefit fee structure. The Downtown Lodi Business Partnership strives to make all of our events and programs self supporting through sponsorship, donations and fundraising. In efforts to keep the DLBP finan- cially sound we are implementing a 201/o increase to our benefit fee structure. In addition to our regular membership, we have introduced a city wide volunteer membership program, Friends of Downtown, which allows any business or entity in Lodi to become volunteer member of the Downtown Lodi Business Partnership. We appreciate the city's negotiations for impact fees on commercial development in the outlying areas of our city. Although we will continue to strive towards our own financial responsibility, we hope to have the city's continued support. The following are some of the things that the organization has done and is continuing to do to make our downtown the envy of the the San Joaquin Valley: Relationships have been built with other Lodi entities such as; Chamber of Commerce, Conference and Visitor's Bureau, Lodi -Woodbridge Wine Grape Commission, Hutchins Street Square, WOW Science Museum, City of Lodi and many others. We have been the voice of downtown on varies committees such as the Lodi Centennial, Destination Lodi, Media Day and have been instrumental in the development of the "Shop Lodi" campaign with the Chamber. The DLBP has attended ribbon cuttings, events and socials that have made the organization more visible and given us the opportunity to build relationships within the community. Programs have been developed or restructured such as: Website: The DLBP has revamped our website to become more user friendly. It provides links to various organizations and the City of Lodi such as; Lodi Chamber of Commerce, Lodi Conference and Visitors Center, Hutchins Street Square, Lodi Arts Commission, Lodi News -Sentinel and the Lodi -Woodbridge Wine Grape Commission. We will also encourage our membership to further develop their own websites. KJ(lV Radio Commercisb,: The DLBP introduced a new program for the merchants to advertise within a Downtown Lodi commercial produced and aired on 99.3 KJOY. 12 merchants per month can have their business name and description highlighted in the the Downtown commercial. Four rotating commercials highlight three businesses at a time. This allows merchants to advertise at a group rate where they may not be able to individually. We hope the program gets more momentum and we can increase the number of participants and rotations. Banners: The DLBP launched it's Centennial banner program in March 2006. The program was restruc- tured to become an annual program verses the previous seasonal campaigns. During Farmers Marlon and the Holiday seasons, the Centennial banners alternate with the seasonal banners. The campaign is a beneficial tool for the merchants to advertise and for the DLBP to fundraise and promote events through the year. There will be a newly designed banner launched in January of 2007? Nemspaper: The Lodi News -Sentinel has been our primary source of advertising. Through the News - Sentinel, we promote Downtown with our own special pull-out Tabloid section eight times a . year. This tool has been very beneficial for our membership and our organization. It has served to advertise our special events, inform the public with educational articles written by our mem- bership, and give membership a discounted advertising rate. Additionally, we use the Galt Herald, the Stockton Record, and the Pennysaver/Local Living on a limited basis for promoting events and media alerts. Shop Lodi Campaign: The downtown Lodi Business Partnership has partnered with the Chamber of Commerce to develop a Shop Lodi Campaign. We have developed a logo and a structured plan to introduce and implement the Campaign in the near future. The purpose of this program is to convince consumers to shop Lodi first before going out of town. Shopping locally permits the local busi- nesses to expand and allows them to underwrite community 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. Friends of Downtown: We developed a program that extends an invitation throughout the city of Lodi to become volunteer members of the Downtown Lodi Business Partnership. Any business or non -business entity can 10 become a volunteer member of the DLBP. For $250 per year or more, volunteer members can bring their ideas to our Board of Directors meetings, serve on committees, have their listing on our website and have equal opportunities as regular members in promotional programs such as banners, radio and other activities. This give all of Lodi the opportunity to show their support of our downtown. Kiosk 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 refur- bish the kiosks this next year and will work to make the program even better. Evesrts: 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 events, such as the Farmers Market and Parade of Lights, the DLBP will be adding more retail Promotions in an effort to increase business for the merchants. A calendar of proposed events for 2007 is enclosed in this packet. Downtown Lodi Business Partnership Overview DOWNTOWN ASSESSMENTS ADMINISTRATION CITY OF LODI AfMAL FUNDING EVENTS DOWNTOWN VW LODI IR BUSMESS REVENUE GENERATING ACTIVITIES MARKETING REVITILIZATION DOIMNTOVM LODI BUSINESS PARTNERSHIP PROPOSED SET 10 JULY 1, 2006 THROUGH JUNE 30 2007 INCOME Assessment Fees 41400.OD City of Lodi 35300.00 Wine & BBQ Cookoff 8000.00 Banner Program 7500.04 Easier Promotion 900.00 Farmers Market 60000.04 KJOY Radio Campaign 1e004A0 Kiddie Parade 500.00 Parade of LigWA 15000.00 Wine & Sausage Feetivval 3000.00 WirAerfw 5000.00 M isceflaneous Events & Sales 4000.00 Quarterly Mixers 198600.00 TOTAL INCOME 1000.00 EVENV EXPENSES 1000.00 Banner Program 3700.00 Easter Promodcn 900.40 Fanners Market 35000.00 Kiddie Parade 500.00 Parade of LigtNs 4000.00 Wine & W Cookoft 4700.00 wine & Sausage Festival 540.00 Wkteriast 9000.00 Miscellaneous 1 004.00 53300.00 MARILrn 4ii EXPfI Marked% Campaigns 9000.00 Mileage & Meetings 2000:00 Web Page Update 2DOO.00 Advertising & Promotion 7800.00 Postage 20900.00 REVIlrALIZATION 81000.00 Merchant Brochure 2000.00 Kiosk L*date 2000.00 Tree Light Maintenance 3000.OD Storage 7000.00 MEMMRSMIP 3500.04 Plaoques & Trophies 500.00 Quarterly Mixers 540.00 Sunshine Committee 1000.00 New8wars 1000.00 3000.00 AD11111" TRATIVE EXPENSES Bank Fees 980.00 Insuranae 120DO.00 OfNce Supplies 2000.00 office rioIpment 5444.44 Postage 1800.00 Payroll Expense 81000.00 Professional Fees 1400.00 Rent 5040.00 Professional Seminars & Training 1000.00 Storage 1200.00 Tekplxxme 3500.04 114500.00 TOTAL EXPENSM 19860000 NET I COME X104 Downtown Lodi Business Partnership 11:58 AM Balande Sheet 08131" As of June 30, 2406 Cash Basis Jun 30, 06 ASSETS Corrent Assets ChetkkV*avinp Bank Accounts Checking - F & M 45,467.81 Savhrps - F & lie 9,091.99 Total Bank Accounts 54,559.80 Petty Cash 165.87 Total Cheaking►Savings 54,725.67 Total Current Assets 54,725.67 Fixed Assets Office Equipment 6,956.33 Beer & Wlne Equip. 1,326.17 Equipment 2,092.70 Accumulated Depr -3,831.00 Total Fixed Assets 6,544.20 TOTAL ASSETS 61,269.87 LIA$ILITIES & EQUITY Wbil&las Current Liabilities Credit Cards F & M Master Card 281.59 Total Credit Cards 281.59 Other Current Llablllties Payroll Llabilitias 1,871.89 Total Other Current Liabilities 1,871.89 Total Current Liabilities 2,153.48 Total Liabilities 2,153.48 Equity Retained Earnings 8,742.61 Net Income 50,373.78 Total Equity 59,116.39 TOTAL LIABILITIES & EQUITY 61,26=.87 Page 1 4:14 PM Downtown Lodi Business Parkwi ship O130M Profit & Loss Cash Basis July 2005 through Juane 2006 Jul '05 - Jun 06 Ordinary Income/Expense Income lt,#Y -1,207.00 Assessment Fees Collected 34,170.00 Citfof Lodi Funds 44,650.50 Barer Pragraw Farmers Mariwt 150.00 "day 1,200.00 Danner Programs - Other 3,700.00 ToW Banner Programs 5,050.00 2000 Fanner Market ttrait Vendor Fees 6,102.56 Pood Venda Fees 3,907.44 OmwedlProduce Vendor Fees 10,276.75 Somber Vendor Fees 1,815.23 Sss. Beer a Wine 11,915.00 Sponsorship-Other 2,875.00 Refunds -35.00 Totlli 2005 Farmer Market 36,856.98 Fanners Markat-Income *Mine & !leer Garden 5,000.00 Earment 3,050.00 Sponsorship 14,550.00 Craft Vendor Fee 10,808.31 Food Vendor 2,046.69 D.L.B.P. Member fees 875.00 Toni Farmers Marlret-Income 36,330.00 NeMrsletter Advertising 80.00 Patisda of Lights 2004 Vendor Fee 960.00 Tont Parade of Lights 2004 960.00 Paprde of Lights 2006 bponsorship 1,750.00 Float Entry 7,030.00 Parade of Lights 2005 - Other 50.00 ToW Parade of Lights 2005 8,830.00 Photos With F..aster Sunny 835.00 UVt4jaq0rlZW Income 252.63 Ware a Sausare Festival 3,000.00 Wwarlest - insome Photos wl Santa Sponsorship 120.00 Photos wl Santa - Other 150.00 Total Photos wl Santa 270.00 Sponsorship 500.01 Total Winterlsst - Income 770.01 Total income 170,578.12 ExpWdw E*nt ExpardwMiscetlaneous Supplies Mile. 46.12 Total Event Expense-MisceDaneous 46.12 Berner Program Centennial Banners 2,800.00 Labor 300.00 Total Benner Program 3,100.00 Page 1 4:14 PM downtown Lodi Business Partnership ofirmm Profit $ Loss Cash Basis July 2006 through June 2006 Page 2 Jul 105 - Jun 06 FarnIy Faith Festival- Sknitstion 50.00 Totai Family FaNh Festival- 50.00 Farmers Market Expenses nook 45.61 ASvertising 2,321.40 90u>Qrs 148.14 War g "no 20,791.33 Eltertainment 2,300.00 L#bor/Repalm 3,781.79 Lkonsamerm1winspections 2,477.38 PWersMgns 811.82 Promotions 558.30 Sanitation 1,306.01 supplies 1,155.81 Fanners Market Expenses - Other 916.66 Tonin Farmers Market Expenses 36,614.25 Halloween Event P►Mft 32.00 'Supplies 171.80 Tom Halloween Event 203.80 Ki s Parade is hags 75.90 Advertising 28.61 Labor 200.00 LaaborlEwcee 250.00 ParmlinnspactionslLicense 32.00 ptaquo-sponsorship 87.01 Supplies 21.15 Fiddle's Parade - Other 23.98 Total Kiddie's Parade 718.65 Parade of Lights 'Sawing Reimbursement 193.00 Signs 480.15 Advertising 50.00 Labor 250.00 PermitsllnspectionslLicense 157.00 Sanitatl6n 364.75 Supplies 0.00 ToUI Parade of Lights 1,494.90 Spr}irtg Event Advertising 542.84 iupplkns 354.06 Toftl Spring Event 896.92 WksitsrFest Carriage Rkfss 2.300.00 6anrem 37.71 6ntertaMmurt 100.00 Supplies 183.71 Tool Winterr@M 2,621.42 Advertising Maps 1,450.00 Newspaper 4,781.66 PostwWBannerWSigns 354.73 Radio 1,207.00 Advertising - Other 747.23 Tonal Advertising 8,540.62 Page 2 4:14 PM Downtown Lodi Business Partmmhip 011130" Profit & Loss Cash Basis Jury 2W6 through June 2006 POW 3 Ad '05 - Jun 06 Bank Service Charges 510.16 Cre4$t Card Fees 518.57 Due$ i Subscriptions 96.00 Hellas Tank Rental 458.97 Hoii}y DecoratlonslEvenffi 34.05 Insuputce Ll�bility Insurance 9,138.35 Ildical 805.16 York Comp 719.04 Total insurance 10,662.55 Internal Services DMdgn 900.00 Hm4n9lMaintenancelDomain Name 880.00 Total Nttemet Services 1,780.00 Jardliorial 5.00 Lice /PermiWinspections 20.00 Mairlenance 657.56 Mesh & Entertainment 26.12 Meelings 789.36 Mi"w 222.02 Misglaianeomz Commitees %op Lodi Campaign 375.00 Toter Miscellaneous Commitses 375.00 Mise0lansous 498.33 Nerahmer 436.55 WHO Maintenance & Repaint 496.07 01110 Supplies 4,461.40 Pen" 30.98 Pos%W and Delivery 1,059.59 PayOW Expense Salaries 33,660.00 �inistrator e Salaries 25,445.84 Pilyroll Tax Expense 10,282.00 P*yroll Expense - Other 0.00 Total Payroll Expense 69,387.84 Prifom 176.05 Pro*ssional Fees M:aounting 400.00 Obakkeeping 300.00 Lilgal Fees 528.75 Professional Fees - Other 560.00 Toni Professional Fees 1,788.75 Pry 679.26 Rent 5,460.00 Repihs Cpmputer Repairalservice 928.60 laepalrs - Other 525.14 Total Repairs 1,453.74 Serdnars 100.00 Sunshine Committee 331.41 Supplies 737.50 Tax" Amleral 0.00 awn 20.00 Told Taxes 20.00 POW 3 Downtown Lodi Business Partnership 4:14 PM MUM Profit & Loss Cash Baefs July 2005 through June 2006 Jul '05 - Jun 06 Telephone Qeil Phone 197.05 Telephone _ Other 1,614.88 Toth Telephone 1,811.93 thio" 332.55 Pending 1,299.79 Total &Perm@ 161,006.28 Net Ordinery Income 9,571.84 Other limon e/Experm other *won* Intweat Income 41.34 Total ether Income 41.34 Net Other Income 41.34 Net Income 9.613.18 Page 4 1�k 4AL DOWNTOWN -LOD1 VT BSS PARTNERSHIP EXHIBIT C DOWNTOWN LOOI BUSINESS PARTNERSHIP BENEFIT FEE SCHEDULE BUSINESS TYPE Retage rs/Re staurants * Serve Businesses Professional Businesses Financial Institutions ZONE A ZONE B $240 (1-3 Employees) $120 $360 (4-6 Employees) $180 $480 (7+ Employees) $240 $180 $90 $120 $60 $600 $600 *Note: Retail and restaurant businesses are assessed based on the number of employees - either full-time, or the equivalent made up of multiple employees. BUSINESS TYPE DEFINITIONS: Retae 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. Sebe Busism a — Businesses that sell services. Examples are beauty and barber shops, repair shops, lodging, most automotive -oriented businesses, entertainment businesses such as theaters, etc. Pro&ssienai Businesses — Includes architects, engineers, attorneys, dentists, doctors, account- ants, 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. Downtown Lodi Business Partnership 4 West Pine Street, Lodi, California 95340 209.369.8052 phone 209 -30 -SM fax www.downtowniodi.com FTT7T 7---- -Y Jor J10 JIF ,a all L..1_- lb 7 JI 1 r 7,1 1 , 1 f , F 'a lrr '9;� �" J I — _ 70 7Q0 _ TI Locust S (%1 _ _ — i r71 � ,! II "' Iii �u Q 11 _ 110 Qi f C4 � Ill ISS E Cf Li— ELM o- J -..J = a }( 1 1 0 ,. . �t, -stnut S DOWNTOVNt LODI BUSTNESS PARTNERSHIP IFXHIRIT�1 n DOWNTOWN VW L D1 WIF auSr[sUS PARYkERSMEP DOWN -TOWN LODI BUSINESS PARTNERSHIP 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 enhance the revitalization efforts of downtown Lodi. Since it's Pinception, the Downtown Lodi Business Partnership has been instrumental in the tremendous growth and vibrancy of the downtown community. The asission statement of the DLBP is to: Encourage the development of new businesses, while retaining and revitalizing existing businesses Promote retail activity by creating and maintaining a quality environmetrt through cooperative advertising and special events in the downtown area Serve as an advocate for downtown businesses in dealing with local government, maintenance projects, the media and general public Downtown Lodi Business Partnership 4 West Pian Street, Lodi, California 95240 209.369.8052 phone 209.369.8053 fax www.downtownlodi.com su31Nass PARTNERSHIP THE BROWN ACT The OLBP 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. All DLBP meetings are open to the public. The only exceptions for closed meetings are for personnel issues and litigation issues. For DLBP board meetings and general meetings, a copy of the meeting agendas are sent to board members via email, delivered to those without email, and posted in the window of the DLBP office located at 4 W. Pine Street. A copy of the agenda for those meetings is also sent to The Lodi News Sentinel and The Stockton Record. For committee meetings, the agendas are posted in the window of the DLBP office for public review. For specific terms of the Brown Act, please refer to the Brown Act file located in the DLBP office. Downtown Lodi Business Partnership 4 West Pine Street, Lodi, California 95W 209.369.8052 phone 209.369.8053 fax www.downtownlodi.com DOWNTOWN VW LODI VW Business PARTNERSHIP 2007 DOWNTOWN CALENDAR OF EVENTS EVFAT DATE Valentine's Day Retail Promotion Saturday, February 10 Sacramento Street Car Show Saturday, March 31 Spring Sidewalk Sale Saturday, April 7 Photraes with the Easter Bunny Saturday, April 7 Mother's Day Promotion Saturday, May 12 Farmers Market & Festival Thursdays, June 7 through September 27 Wine & Sausage Festival Sunday, June 10 Father's Day Promotion Saturday, June 16 Wine & BBQ Cookoff Friday, July 27 & Saturday, July 28 70th Annual Grape Festival Youth Parade Saturday, September 15 Downtown Safe Halloween Wednesday, October 31 Winterfest Saturdays, November 24 Photos with Santa through December 15 Free Carriage Rides Merchant Window & Lighting Contest 12th Annual Parade of Lights Thursday, December 6 Downtown Lodi Business Partnership 4 West Pine Street, Lodi, California 95240 209369.8052 phone 209369.8053 fax www.downtowniodi.com DOWNTOWN LODI BUSINESS PARTNERSHIP 2007 MARKETING PLAN Objettive: Through advertising, events, and special 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. Goats: The main goal of the DLBP is to bring more customers and businesses to the downtown, there- fore, increasing the tax base. The DLBP will work together with organizations such as the Conference and Visitors Bureau, Chamber of Commerce, Hutchins Street Square, Lodi - Woodbridge Wine Grape Commission, and the City of Lodi to develop collaborative events and promotions that will help market and promote not only Downtown Lodi, but the City of Lodi as well. The DLBP will continue to work on strengthening its relationship with the downtown mer- chants by offering a full program of services to our members: • Quarterly newsletters • Quarterly Member Meetings • New Business Information Packets • Parking and Safety Committee • Marketing *nd Events Committee • Economic Development Committee • Boundaries and Assessments Committee • Sunshine Committee • DLBP offiae staff to serve the membership and public • Serve as an advisory advocate for the membership with the City of Lodi RESOLUTION NO. 2006-182 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 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 October 18, 2006, in the City Council Chambers, at Carnegie Forum, 305 West Pine Street, Lodi, Califomia, at 7:00 p.m., or 'soon thereafter as possible, as the date, place, and time to hold the public hearing required by Streets and Highway Code §36534. 3. It is the intention of the City Council to levy and collect assessments within the parking and business improvement area for calendar year 2007 (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 a Map, Exhibit D, incorporated herein by reference. A true and correct copy of the map is on file with the City Cleric of the City of Lodi. 5. The types of improvements and activities proposed to be funded by the levy of assessments on businesses in the Area include marketing and promotional efforts; event coordination; and other activities with the goal to promote retail activities. A detailed description of activities is included in the Annual Report, Exhibit A, and incorporated by reference. 6. At the time of the public hearing, written and oral protests may be made. The form and manner of protests shall comply with Streets and Highways Code §§36524 and 36525. Dated: October 4, 2008 I hereby certify that Resolution No. 2006-182 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 4, 2006, by the following vote: AYES: NOES: ABSENT: ABSTAIN: COUNCIL MEMBERS — Beckman, Johnson, Mounce, and Mayor Hitchcock COUNCIL MEMBERS — Hansen COUNCIL MEMBERS — None COUNCIL MEMBERS — None 2006-182 nnifer P rin Interim City Clerk 41L DOWNTOWN LO I BvsMEss PAIMUMHIP Aug*st 31, 2006 Mr. Blair King, City Manager City �of Lodi 221 W. Pine Street Lodk CA 95241-1910 Re: Annual Report 2006/2007 Deas Blair: EXHIBIT Al Section 11.0 of the City Ordinance Number 1654, establishing the Downtown Lodi Business lmp9ovement Area, requites that we submit to you by 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. Thank you for your continued support. Sincerely, Chink Easterling, President Downtown Lodi Business Partnership Downtown Lodi Business Partnership 4 Wast Pine Street, Lodi, California 95240 209.369AM phone 209.369.8053 rax www.downtownlodi.com ARTICLES OF UNCORPORA►TION OF MWNTOWN LODI BUSINESS PART ICIRSWV A Cali.Cornia Nonprofit Mutual Benoit Corporation 208. ENE( FILET in Ike oifica sloe $Wel a So of the of Cali til 3 1 19 Otte: The name V the corporation is Downtown Lodi Business Partnership (A Calitcrnis Nomprofil WtuW Hen Corporelion). Two: This cvr &tis • nonprofit mutual benefit corporation organized wWer the Ror�oftt Muhl, Hainuft CorporHion Law. The purpose of this corporation is to etagap in any 1h W1 l act or activity forwhich a corporation may be organized under suolh law. Stich purposes f4,F which tills corporation is formed are to promote and.improve the 4rwnto,. Lod* busines# area, to Bentrslly improve basiuess conditions in the downsown area, rind to paerally enharx*the downtown area of the City of Lodi. NotMdtatnttdiing arty ofiter provision of chest articles, this corporation shall not ongage in any activities or exero6e any Dowers ON are not in f4therao" of the purposes of tNs corporation. Time*. The naatie d address of the corporation's initial agent for service of prooess is Sona#d A 8aci€man, had.. I It N. Chureh Street, Lodi, California, 95240. Foatr: The rialtt11 1 etemint tha considerstion for which men*erships will be ismed shall W vested in the Regular Members, to bt determined by a majority vote: of the Regular Members good stending. Five: No part of > a ntt stnW gs of the corporation shall inure to th4 bert erit *(any *ember or.privalc aharc*ider, as defined for purposes of Section 501 (c) (5) of the iln nud &venue Oode of 1954. Dowd: AUreh 31,;,199: Ronald M. Dwcl snsn, lnnvrporew DOWNTOWN LOD1 ausnss PARTMOMNIP 2006/2007 ANNUAL REPORT Items luted below refer to Section 36533(b) of the California Streets and Highway Code: No changes in boundaries of benefit zones within the area are proposed. No physical improvements are planned. Budget for the budget year July 1, 2006 through June 30, 2007 is enclosed as Exhibit B. 0 The budget details all sources of income and projected expenses. A Benefit Fee Schedule and a Map of the Business Improvement Area are enclosed as Exhibits C & D respectively. There is a proposed 20% increase in the Benefit Fee Schedule. Downtown Lodi Hasiaess Partnership 4 West Pine Street, Lodi, California 45240 209.369.8032 phone 209.349.8053 tax www downtownlodixota 0 EXHIBIT A Our downtown is the mail focus point of our city. We as a city have made some of the invest- ment into revitalization for example, new streets, wider tree lined sidewalks, a parking structure and a train station. The required change in focus of downtown merchants and businesses to spe- ciality shops, small niche stores and destination businesses, for the most part has occurred. With these changes a sense of place was recreated that encourages people to visit and linger in our downtown regularly and for our many events. The redevelopment efforts and change of focus has allowed us to have a new identity and the value of possessing a strong sense of place. a recent trend that provides evidence of the value of our downtown is the attempt at developing new downtowns in the suburbs, which have no traditional core and therefore no sense of place. The value of downtown for its economic benefits, heritage and identity, benefits the entire com- munity. A strong commitment by local government in conjunction with a well organized and active private sector is essential in keeping our efforts moving forward. The DLBP has had 100% cooperation from our members regarding their assessments. We have addressed and solved any inequities within our benefit fee structure. The Downtown Lodi Business Partnership strives to make all of our events and programs self supporting through sponsorship, donations and fundraising. In efforts to keep the DLBP finan- cially sound we are implementing a 20% increase to our benefit fee structure. In addition to our regular membership, we have introduced a city wide volunteer membership program, Friends of Downtown, which allows any business or entity in Lodi to become volunteer member of the Downtown Lodi Business Partnership. We appreciate the city's negotiations for impact fees on commercial development in the outlying areas of our city. Although we will continue to strive towards our own financial responsibility, we hope to have the city's continued support. The following are some of the things that the organization has done and is continuing to do to make our downtown the envy of the the San Joaquin Valley: Relationships have been built with other Lodi entities such as; Chamber of Commerce, Conference and Visitor's Bureau, Lodi -Woodbridge Wine Grape Commission, Hutchins Street Square, WOW Science Museum, City of Lodi and many others. We have been the voice of downtown on varies committees such as the Lodi Centennial, Destination Lodi, Media Day and have been instrumental in the development of the "Shop Lodi" campaign with the Chamber. The DLBP has attended ribbon cuttings, events and socials that have made the organization more visible and given us the opportunity to build relationships within the community. Programs have been developed or restructured such as: Website: The DLBP has revamped our website to become more user friendly. It provides links to various organizations and the City of Lodi such as; Lodi Chamber of Commerce, Lodi Conference and so Visitors Center, Hutchins Street Square, Lodi Arts Commission, Lodi News -Sentinel and the Lodi«Woodbridge Wine Gape Commission. We will also encourage our membership to further develop their own websites. KJOV Radio Commercisk: The DLBP introduced a new program for the merchants to advertise within a Downtown Lodi commercial produced and aired on 99.3 KJOY. 12 merchants per month can have their business name and description highlighted in the the Downtown commercial. Four rotating commercials highlight three businesses at a time. This allows merchants to advertise at a group rate where they may not be able to individually. We hope the program gets more momentum and we can increase the number of participants and rotations. Banners: The DLBP launched it's Centennial banner program in March 2006. The program was restruc- tured to become an annual program verses the previous seasonal campaigns. During Farmers Market and the Holiday seasons, the Centennial banners alternate with the seasonal banners. The campaign is a beneficial tool for the merchants to advertise and for the DLBP to fundraise and promote events through the year. There will be a newly designed banner launched in January of 2007! Newspaper: The Lodi News -Sentinel has been our primary source of advertising. Through the News- Sentiel, we promote Downtown with our own special pull-out Tabloid section eight times a year. This tool has been very beneficial for our membership and our organization. It has served to advertise our special events, inform the public with educational articles written by our mem- bership, and give membership a discounted advertising rate. Additionally, we use the Galt Herald, the Stockton Record, and the PennysaverlLocal Living on a limited basis for promoting events and media alerts. Shop Lodi Campaign: The Downtown Lodi Business Partnership has partnered with the Chamber of Commerce to develop a Shop Lodi Campaign. We have developed a logo and a structured plan to introduce and implement the Campaign in the near future. The purpose of this program is to convince consumers to shop Lodi first before going out of town. Shopping locally permits the local busi- nesses to expand and allows them to underwrite community 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. Friends of Downtown: We developed a program that extends an invitation throughout the city of Lodi to become volunteer members of the Downtown Lodi Business Partnership. Any business or non -business entity can become a volunteer member of the DLBP. For $250 per year or more, volunteer members can bring their ideas to our Board of Directors meetings, serve on committees, have their listing on our website and have equal opportunities as regular members in promotional programs such as banners, radio and other activities. This give all of Lodi the opportunity to show their support of our downtown. Kiosk 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 refur- bish the kiosks this next year and will work to make the program even better. EveWs: 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 events, such as the Farmers Market and Parade of Lights, the DLBP will be adding more retail promotions in an effort to increase business for the merchants. A calendar of proposed events for 2007 is enclosed in this packet. 0 CL ■oom r CL to C J C c 3 0 0 IV 0 z O N J_ H W w 0 z P W cc a z W W z 0 P z 0 a DOWNTOWN LORI OLMNIM PARYMMOW PROPOIM BUDGET JULY 1, 2004 THROUGH JUNE 30 2007 INCDNE Assesernent Fees 41400.1)0 City of Lodi 33300.00 Wine & BBO Cookoff 8000.00 Benner Program 7300.00 Easter Promotion 900.00 Farrrrers Market 40000.00 KJOY Radio Campaign 18000.00 Kkidie Parade 500.00 Parade of Ughta 15000.00 wine & Sauyaga Festival 3000.00 Wintedest 5000.00 Miscellaneous Events & Sales 4000.00 ouaftrly fvll om 1 00 TOTAL INCOME 1000.00 r=ygw EXPENSES 1660.00 Benner Program 3700.00 Easter Promotion 900.00 Famms Market 35000.00 Kiddie Parade 500.00 Parade of Lights 4000.00 Wine & B80 Cookkoll 4700.00 Wine & Sausage Festival 500.00 W intedest 3000.00 Mneous 1000.00 M=1_14,; M AVAETWO EXPENSES Madmoiing Campaigns 9000.00 m4egpe & Meetngs 2000.00 Web Page Update 2000.00 Advertising & Promotion 7800.00 Postage 20006.110 RMITAI.IT.ATIC N 81000.00 Merchant Brochure 2006.00 Kiosk Updae 2000.00 Tree Light Maintenance 3000.00 Stoma 7006.00 MI111MBERSNIP 3600.60 Placques & Trophies 500.00 ouaftrly fvll om 500.00 Sunrhine Cammttlee 1000.00 Nevralettem 1660.00 3666.00 AMMINISTRAME EXPENSES Bank Fees 940.60 Insurance 12000.00 off" Supplies 2060.00 ONkie Equ*mnt 5060.00 Postage 1800.00 Payroll Expense 81000.00 ProNesional Fees 1000.00 Rent 5040.00 Prolassionet Seminars & Training 1000.00 Stoma 1206.00 Telephone 3600.60 11 TOTAL EXPEII WS 198600. NIT INCOME ZZ.01 1:10 PM Downtown Lodi Business Partnership 10103106 Balance Sheet Cash Basis As of June 30, 2006 Total Current Liabilities Jun 30, 06 ASSETS 1.282.91 Current Assets Checking/Savings 50,373.78 Bank Accounts 9,613.18 Checking - F & M 45,467.81 Savings - F & M 9.091.99 Total Bank Accounts 54,559.80 Petty Cash 165.87 Total Checking/Savings 54,725.67 Total Current Assets 54,725.67 Fixed Assets Office Equipment 6.956.33 Beer & wine Equip. 1,326.17 Equipment 2,092.70 Accumulated Depr-3,831.00 Total Fixed Assets 6,4.20 TOTAL ASSETS 61,269.87 LIABILITIES & EQUITY Liabilities Current Liabilities Credit Cards F & M Master Card 281.59 Total Credit Cards 281.59 Other Current Liabilities Payroll Liabilities 1,001.32 Total Other Current Liabilities 1,001.32 Total Current Liabilities 1,282.91 Total Liabilities 1.282.91 Equity Retained Earnings 50,373.78 Net Income 9,613.18 Total Equity 59 _986 -96 TOTAL LIABILITIES & EQUITY 61,269.87 Papa i Downtown Lodi Business Partnership 4:14 PM Q„o,N Profit & Loss cash Basis July 2005 through Jtme 2006 Jul '015 - Jun 06 Ordinary; Income/Expense Incorm KJOY -1,207.00 As"osment Fees Coilected 34,170.00 Cit of Lodi Funds 44,650.50 Balmer Programs Farmers Market 150.00 Holiday 1,200.00 Banner Programs - Other 3,700.00 Tohf Banner Programs 5,050.00 2006 Farmer Market Craft Vendor Fees 6,102.56 Food Vender Fess 3,907.44 GrowedProduce Vendor Fees 10,276.75 Member Vendor Fear 1,815.23 Sales Beer & Wine 11,915.00 Sponsorship-Other 2,875.00 fiefundo -35.00 Tadal 2005 Farmer Market 36,856.98 Farmers Market-Income Wine & Beer Garden 5,000.00 Farmers 3,050.00 Sponsorship 14,550.00 Craft Vender Fee 10,809.31 Food Vendor 2,046.68 D.L.B.P. Member fees 875.00 Tetal Farmers Morket-Income 36,330.00 Newsletter Advertising 80.00 P*ade of Lights 2604 Vendor Fee 960.00 Tool Parade of Lights 2004 980.00 Pgrade of Lights 2005 Sponsorsp 1,750.00 Float Entry 7,030.00 Parade of Lights 2005 - Other 50.00 Tobi Parade of Lights 2006 8,830.00 F"os With Easter Bunny 835.00 UwAAegorized income 252.63 Vane a $a~ Festival 3,000.00 111 nfe W - Income Photos wf Santa Sponsorship 120.00 Photos W Sari - Other 150.00 Total Photos wl Santa 270.00 Sponsorship 500.01 Total Winterfest - Income 770.01 Total lntame 170,578.12 Ex eW* EWnse4ftceilaneotw Suppffss Misc. 46.12 Till Event Expense-Miscellaneous 46.12 ftsnnor Prop m Conte riM Banners 2,800.00 Labor 300.00 Total Banner Program 3,100.00 Page 1 4:14 PM Downtown Lodi Business Partnership Profit & Loss Cash Basle July 2005 through June 2006 Jul '06 - Jun 06 FaMNy Fa*h Festival- Sanitation 50.00 ToW Family Faith Festiva{_ 50.00 Fapmrs Market Expenses Msab 45.61 Advertlain8 2,321.40 Manners 148.14 Dow a wine 20,791.33 Entertainment 2,300.00 Vyodillepairs 3,781.79 LicenselParnitsAnspections. 2,477.38 Pos%rySWe 811.82 Promotions 558.30 Sanitation 1,306.01 Supper 1,155.81 Fanners Market Expenses - Other 916.66 Total Farmers Market Expenses 36,614.25 Halloween Event pennift 32.00 Supplies 171.80 TdW Halloween Event 203.80 Kife's Parade Goodie Bap 75.90 Advertising 28.61 Labor 200.00 LabodEmcee 250.00 PenniMns#ections/License 32.00 Pkique-Spensorship 87.01 21.15 Kiddie's Parade - Other 23.98 Teta) Kiddie's Parade 718.65 Pgrsde of Ligate TowHrg Reimbursement 193.00 Signs 480.15 Advertising 50.00 Labor 250.00 PemdWinspecdonslLlcense 157.00 SanNaYon 364.75 Supper 0.00 Taal Pantie of LWft 1,494.90 Suring Event Advertising 542.84 Supplies 354.08 Total Spring Event 896.92 V*nhwFeat Carrisp Pers 2,300.00 Banners 37.71 E *m1p nment 100.00 Supp"" 183.71 Total WinterFest 2.621.42 Advertising ■ops 1,450.00 Newspaper 4,781.66 Postern Senners/Signs 354.73 Radio 1,207.00 Advertising - Other 747.23 Tool Advertising 8,540.62 Page 2 4:14 PM Downtown Lodi Business Partnership O&W06 Profit & Loss Cash Beals July 2005 through June 2696 iJul '06 - Jun 06 Bank Service Charges Crjldit Card FM Nee 3 Subscriptions H#um Tank dental Hd May DecorationslEvents Ir uranco Liability Insurance Medical Work Corr Tc" Insurance hrfilrnet Services Design HostirrplMaintenancelDomain Name Total Inberrret Services Janitorial LWanseaiPeraritsAnspections Mpbs B Entertainment =n 445cellamous Cornmiteee Shop Lodl Campaign Total Miscellarmous Commitees ilscelieneous Eantenance S Repairs sEuppNes P#MNWG Fuge and Delivery Administretor Salaries Office Salarl" PayroN Talc Expense Payroll Expense - Other Tstal Payroll Expense Pfinting PtalmeskmW Fees Accounting BookkesphW Legal Fees Proiesslonal Fees - Other Total Professional Fees Promotions hent OMMI s Computer Repairs/service Repairs - Other Total Repairs Sminam *Wd"M Committee Supplies Txes Federal Stale Yowl Taxes 510.16 518.57 96.00 456.97 34.05 9,138.35 805.16 719.04 10,662.55 900.00 880.00 1,780.00 5.00 20.00 657.56 26.12 769.36 222.02 375.00 496.33 436.65 498.07 4,461.40 30.98 1,059.59 33,660.00 25,445.84 10,282.00 0.00 69,387.84 176.05 400.00 300.00 528.75 580.00 1,788.75 679.28 5,460.00 928.60 525.14 1,453.74 100.00 331.41 737.50 0.00 20.00 20.00 Page 3 Downlown Lodi Business Partnership 4:14 PM Profit & Lose 08awas Cash BMIG July 2005 through June 2006 Jul '06 - Jun 06 Telephone tell Phone 197.05 Telephone - Other 1,614.88 Tdal Telephone 1,811.93 LIIM111100 332.95 P=Wft 1,299.79 Total.Expense 161,006.28 Net Ordinary Income 9,571.84 Other Ir :omelExpense Other income In*t+eit Income 41.34 TotatOther Income 41.34 Not Othlr income 41.34 Net Income 9,618.18 Page 4 DOWNTOWN VW I.OD1 BUSINESS PARTNERSHIP EXHIBIT C DOWNTOWN LODI BUSINESS PARTNERSHIP BENEFIT FEE SCHEDULE BUSINESS TYPE ZONE A ZONE B Retttilers/Restaurants* $240 (1-3 Employees) $120 $360 (4-6 Employees) $180 $480 (7+ Employees) $240 Service Businesses $180 $90 Professional Businesses $120 $60 Finmcial Institutions $600 $600 *Note: Retail and restaurant businesses are assessed based on the number of employees - either full-time, or the equivalent made up of multiple employees. BUSINESS TYPE DEI4NIT1ONS: Retitil 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. Prafessi©nal Businesses — Includes architects, engineers, attorneys, dentists, doctors, account- ants; optometrists, realtors, insurance offices, mortgage brokers and most other businesses which require advanced or specialized licenses, and/or advanced academic degrees. Finencial Institutions — Includes banking and savings and loan institutions, as well as credit unions, etc. Downtown Lodi Business Partnership 4 Wiest Pine Street, Lodi, California 95240 209.369.8052 phone 209.369.8053 tax www.downtowniodi.com R , Jot ry 4,,7 .Ir ],r Jir y1T )r pro ]i -LL A� 77- 1jil I- —I Locust O IJO u• , i I ]1 E]t)UNTOWN LOIDI BUSINESS YAit' NU(Still' [FXH-1 RIT'II DOWNTOWN VW 1.O D 1 VF s�� PARTNEi Hw DOWNTOWN LODI BUSINESS PARTNERSHIP 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 enhance the revitalization efforts of downtown Lodi. Since it's inception, the Downtown Lodi Business Partnership has been instrumental in the tremendous growth and vibrancy of the downtown community. The mesion statement of the DLBP is to: Encourage the development of new businesses, while retaining and revitalizing existing businesses Promote retail activity by creating and maintaining a quality environment through cooperative advertising and special events in the downtown area Serve as an advocate for downtown businesses in dealing with local government, maintenance projects, the media and general public Downtown Lodi Business Partnership 4 West Pine Street, Lodi, Calikrain 95240 209369.ii052 phone 209369.9053 fax www.downtowniodi.com BUSIMESS PAffrNEMHtP THE BROWN ACT The DLBP 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. All DLBP meetings are open to the public. The only exceptions for closed meetings are for personnel issues and litigation issues. For DLBP board meetings and general meetings, a copy of the meeting agendas are sent to board members via email, delivered to those without email, and posted in the window of the DLBP ofe located at 4 W. Pine Street. A copy of the agenda for those meetings is also sent to The Lodi News Sentinel and The Stockton Reoord. For committee meetings, the agendas are posted in the window of the DLBP office for public review. For specific terms of the Brown Act, please refer to the Brown Act file located in the DLBP office. Downtown Lodi Business Partnership 4 West Pine Street, Lodi, CaHtornia 95240 209.369AM phone 209.30.8853 fax www.downtowulodi.com DOWNTOWN LODI sust"ass PARTNERSHIP 2007 DOWNTOWN CALENDAR OF EVENTS EV NT Valentine's Day Retail Promotion Sacramento Street Car Show Sprung Sidewalk Sale Photos with the Easter Bunny Mother's Day Promotion Farmers Market & Festival Wine & Sausage Festival Father's Day Promotion Wine & BBQ Cookoff 70th Annual Grape Festival Youth Parade Downtown Safe Halloween Wiiiterfest Photos with Santa Free Carriage Rides Merchant Window & Lighting Contest 12th Annual Parade of Lights DATE Saturday, February 10 Saturday, March 31 Saturday, April 7 Saturday, April 7 Saturday, May 12 Thursdays, June 7 through September 27 Sunday, June 10 Saturday, June 16 Friday, July 27 & Saturday, July 28 Saturday, September 15 Wednesday, October 31 Saturdays, November 24 through December 15 Thursday, December 6 Downtown Lodi Business Partnership 4 West Pine Street, Lodi, Caiifornin 95240 209369.8032 phone 209.369.51153 fix www.downtowniodi.com . DOWNTOWN LODI BUSINESS PARTNERSHIP 2007 MARKETING PLAN Objective: Through advertising, events, and special merchant promotions that highlight our businesses and historic buildings and streets, the Downtown Lodi Business Partnership's marketing goal is to bring visitors and resideros to Downtown. Golds: The main goal of the DLBP is to bring more customers and businesses to the downtown, there- fore, increasing the tax bow. The DLBP will work together with organizations such as the Conference and Visitors Bureau, Chamber of Commerce, Hutchins Street Square, Lodi - Woodbridge Vine Grape Commission, and the City of Lodi to develop collaborative events and promotions that will help market and promote not only Downtown Lodi, but the City of Lodi as well. The DLBP will corginue to work on strengthening its relationship with the downtown mer- chants by offering a full program of services to our members: • Quarterly newsletters • Quarterly Member Meetings • New Business Information Packets • Parking asd Safety Committee • Marketing and Events Committee • Economic Development Committee • Boundaries and Assessments Committee • Sunshine Committee • DLBP office staff to serve the membership and public • Serve as an advisory advocate for the membership with the City of Lodi Page 1 of 2 i Perrin From: Jennifer Perrin Sent; Tuesday, October 03, 2006 4:17 PM To: ' robinknowlton @ sbcglobal. net'-, Susan Hitchcock; Bob Johnson; JoAnne Mounce; John Beckman; Larry Hansen Cc: Blair King; Jim KrueWr; Janet L. Hamilton; Steve Schwabauer Subjeft RE: Robin Knowlton - fee hike for DLBP Dear Ms, Knowlton: This reply is to confirm that your message was received by the City ClerKs Office and each member of the City Council. In addition, by copy of this a -mail, we have forwarded your message to the following departments for information, referral, or handling: 1) City Manager and 2) City Attorney. Is/ Jenner M. Perrin, Interim Carty Clerk -----Original Message---__ from: robinknowlton(0sbcgbba1.net[mailto:robinknowlton@sbcglobal.net] left Tuesday, Octobor 03, 2006 3;54 PM To: Jennifer Perrin; Swan Hitchcock; Bob Johnson; JoAnne Mounce; John Beckman; Larry Hansen Sweet: Robin Knowi - fee hike for DLBP Hello Council Members: I will be unable toattend Wednesday's meeting this week when Chuck Easterling will request a raise in the DLBP tax, but I want to express my opposition to this r"Wat As a new business owner (1 year this week!), I have been disappointed that the DLBP does not have a regional marketing plan to promote the downtown, particularly in the Stockton and Sacramento region. I do not feel it is wise for this organization to be an events planner, as many of the events they currently operate do nothing to increase merchant sales, with the exception of our local restaurants. As you may have noticed, most merchants are closed during the Farmer's Market and other downtown events. Communication is poor between the DLBP and its members. This doesn't mean that I don't like the people running it -- it's just they don't communicate what's going on! Just last week we received the letter stating that the request for an increased fee was gang to be presented to the Council -- this was without any prior communication to the downtown businesses to explain the need for a fee hike, nor did they seek to get a reading on whether this fee hike was supported by the downtown businesses. Ploase turn down this request at this time. If you would like to talk to me further. Please don't hesitate to call or email me. 10/3/2006 Page 2 of 2 'rho* you for your time. abin mon, couw ft Tt CSA RY 1 t S. Sir #14 o. CA. 9W50 10{3/2006 Ko -4 Jenner Perrin From: Lodi Resident [lodirefident@yahoo.com] Sent: Wednesday, October 04, 2006 4:34 PM To: Jennifer Perrin; Susan Hitchcock; Bob Johnson; JoAnne Mounce; John Beckman; Larry Hansen Subject: CC question re: DL9P Assessment Fee Increase CLAREFICATION NEEDED City Council Members, In last gear's meeting minutes the City Attorney states that any change in the DLBP's boundaries and/or assessment fee's had to be voted on by the organization's members. However, the City Manager states later in the minutes that a fee increase does not require a vote by members if the DLBP includes the increase as a part of its Annual Plan presented to the City Council, and they subsequently approve that plan. I would like to see this addressed at tonight's meeting - as I don't think the CC should be the responsible party/decision makers for an increase imposed on local business owners by an organization that is distinctly separate/independent from the city. This may be construed as dual taxation by business owners - as well as a very underhanded way for the city to make business owners pay for the difference in any city funds withheld from the DLBP this year. ADDITIONAL COMMENTS FOR CONSIDERATION Those on School St. derive the most benefit (if any) from the DLBP's activities. A straight 20% increase in fee's is not a solution at all by the DLBP to the issue of inequities and hardly fair to those on Sacramento St. who currently derive little (if any) benefit from the DLBP. In fact, Sacto St.is more vacant today than it was at this time last year - even after Mr. Easterling stated that it would be the organization's primary focus during 2006. The space under the parking structure still sits vacant, as does the old SharedNet building on School & Elm -of which Mr.Easterling himself is the leasing agent for. This does not include Lyon's which is now for lease, or the numerous businesses which have vacated Sacto St. in the last year. Before approving any further funding to the DLBP, the CC should seriously question whether or not things have truly improved downtown over the last year. These funds would be better used as incentives to attract new businesses downtown, rather than wasted on the "vision" of a select few board members with little more than their own self -interests in mind. Furthermore, members have repeatedly been told by the DLBP that the"vision" for downtown is niche stores, antique shops and boutique hotels. Downtown is comprised of 80% service businesses and these repeated statements are insulting to the very business owners who helped pay for its revitalization in the first place. If this is in fact the "direction" decided upon for the downtown area, I would like to know how it was reached and what it was based on? What surveys were performed by the city or DLBP to indicate that this is in fact what local residents (and taxpayers) want or nee?. What marketing research was done and what data exists to indicate that this is a viable strategy for the city? ...or is this simply the vision of a select few? Downtown, most specifically the DLBP, has become extremely unfriendly to existing businesses who do not fit their "vision." Given the CC's continued support of the organization and new vision, one can only assume that the city has already found a "boutique hotel" large enough to fill the 80% vacancy these "service" businesses will leqve behind when they eventually move out of the downtown area due to lack of supporta And, given Ike still -vacant retail space under the parking structure, p4ea3e forgive me if I lack confidence in the eity or DLBP's ability to effectively promote the downtown area. 10/4/2066 Page 1 of 2 Jennir Perrin Koo From: Jennifer Perrin Sent: Wednesday, October 04, 2006 3:36 PM To: 'Lodi Resident'; Susan Hitchcock; Bob Johnson; JoAnne Mounce; John Beckman; Larry Hansen Cc: Blair King; Jim Krueger; Steve Schwabauer; Janet L. Hamilton Saber RE: Tonight's CC Review of DLBP's Annual Report This reply is to confirm that your message was received by the City CleWs Office and each member of the City Council. In addition, by copy of this e-mail, we have forwarded your message to the following departments for informa*n, referral, or handling: 1) City Manager and 2) City Attorney. Is/ Jennder M. Perrin, Interim City Clerk -----Original Message ----- Prom: Lodi Resident [Mailto:lodWesident@yahoo.eom) lent: Wednesday, Octi0ber 04, 206 3:31 PM to: Jennifer Perrin; Susan Hitchcock; Bob Johnson; JoAnne Mounce; John Beckman; Larry Hansen SuWect: Re: Tonight's CC Review of DLBP's Annual Report I would like to remind the City Council of their statements made at last year's annual review of the DLBP.. Most specifically those in regards to resolving inequities in assessment fees. Mr. Easterling states in his 2006/2007 report to the CC that "All inequities have been addressed and resolved." However, I hardly think a blanket increase of 20% in ALL member fee's is a resolution to the inequities. Rather, it is my opinion that this was a clever way for the DLBP to take the ownership (and/or blame) off of themselves and put it on the shoulders of the City Council if they choose to approve the increase as part of the DLBP's annual plan. Members on Sacto Street are still waiting for those things promised to them by the DLBP President at last year's meeting. An increase in fee's without any merit is a surefire way to anger these business owners even more. I think it is prudent for the CC to review the "outside audit" Ms. Wallace stated has been performed by the DLBP's independent CPA. To my knowledge, the only one auditing their books is Nancy Byer -Hanan (the DLBP's Treasurer), who is NOT a CPA and who also receives remittance for said services. The CC should also question (per the DLBP's own financials) how it is that their expenses are typically higher or almost identical to that of their actual sales of beer & wine at the Farmers Market if they are in fact actually running it and the profits are not going into the pockets of another member (Mr. Rehmke of Lodi Beer Co.). These #'s are very clear on the DLBP's monthly P&L's, but curiously not reflected on the report given to the CC. The organization has recently been turned into the Attorney General by several members who have requested a full-scale audit based on the appearance of money laundering and numerous financial conflicts -of -interest amongst board members. Also, the DLBP should be asked why they have intentionally withheld financial reports and documents from members upon written request - as has been the case repeatedly with Maureen Williams of MoJo's - if there is nothing to hide. Lastly, the report provided by the DLBP does not indicate any means or intent to become sel€- 10/4/2006 Page 2 of 2 sufficient in the near future. In fact, they are spending more & losing more as compared to 2003104, charging members more to pay for these mistakes, and requesting no less from the CC than the previous year. Finally, many of the new programs and events presented to the CC by the DL,BP in Dee/Jan did not occur. What have they done/accomplished with the funds given to them.? Get your email and raore, right on the new Yahoo.com 10/4!2006 1:10 PM Downtown Lodi Business Partnership 10103106 Balance Sheet Cash Basis As of June 30, 2006 TOTAL ASSETS Jun 30, 06 ASSETS _......... Current Assets Checking/Savings 50,373.78 Bann Accounts 9,613.18 Checking - F & M 45,457.81 Savings - F & M 9,091.99 Total Bank Accounts 54.559.80 Petty Cash 165.87 -- Total Checking/Savings 54,725.67 Total Current Assets 54,725.67 Fixed Assets Office Equipment 6,956.33 Beer & Wine Equip. 1,326.17 Equipment 2,092.70 Accumulated Depr-3,831.00 Total Fixed Assets 6.544.20 TOTAL ASSETS 61,269.87 LIABILITIES & EQUITY _......... Liabilities Currerd Liabilities 50,373.78 Credit Cards 9,613.18 F & M Master Card 281.59 Total Credit Cards 281.59 Other Current Liabilities Payroll Liabilities 1,001.32 Total Other Current Liabilities 1,001.32 Total Current Liabilities 1,282.91 Total Liabilities 1,282.91 Equity Retained Earnings 50,373.78 Net Income 9,613.18 Total Equity _ -- 59,986.96 TOTAL LIABILITIES & EQUITY 61,268.87 K -y Pape 1 CITY COUNCIL SUSAN HITCHCOCK, Mayor BOB JOHNSON, Mayor Pro Tempore JOHN BECKMAN LARRY D. HANSEN JOANNE MOUNCE CITY OF LODI CITY HALL, 221 WEST PINE STREET P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 (209) 333-6702 1 FAX (209) 333-6807 www.lodi_oov cityclerk6lodl.gov October 5, 2006 Jamie Watts, Executive Director DoWntown Lodi Business Partnership P.O. Box 1565 Loth, CA 915241-1565 BLAIR KING, City Manager JENNIFER M. PERRIN Interim City Clerk D. STEPHEN SCHWABAAJER City Attorney RE: RESOLUTION SOF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHINS PUBLIC HEARING DATE, AND APPROVING ANNUAL REPORT The Lodi City Council, at its meeting of October 4, 2006, adopted the enclosed Resolution of Intention to levy annual assessment for Downtown Lodi Business Improvement Area No. 1 and set the matter for public hearing for October 18, 2006. Should you require further information or have any questions, please feel free to contact my office. Sincerely, nnifer . Perrin Interim ity Clerk JMP Enclosure fol lowup/lTransmi ttal.doc Please immediately confirm receipt' o, f this fax by calling 333-6702 CITY OF LODI P. O. BOX 3006 LODI, CALIFORNIA 95241-1910 ADVERTISING INSTRUCTIONS SU E T: Notice of Public Hearing to approve Downtown Lodi Business Partnership 2006-07 annual report and to adopt resolution levying the annual assessment fees for the Downtown Lodi Business Partnership. PUBLISH DATE: SATURDAY, OCTOBER 7, 2006 TEAR SHEETS WANTED: Three (3) please SENT? AFFIDAVIT AND BILL TO: JENNIFER M. PERRIN, INTERIM CITY CLERK City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 DATED: THURSDAY, OCTOBER 5, 2006 ORDERED BY: JENNIFER M. PERRIN, CMC IN RIM CITY CLERK DANA R. CHAPMAN ADMINISTRATIVE CLERK formsladvin s. doc JENNIFER M. PERRIN INTERIM CITY CLERK JACQUELINE L. TAYLOR, CMC DEPUTY CITY CLERK htotice of Public Hewing to approve Downtom Lodi Business Partnerft 2MG7 annual report and to adapt resolution levying the annual osesment fees far the Downtown Lodi Business Partnership. On Friday, October 6, 2006, in the City of Lodi, San Joaquin County, California, a Notice of Public Hearing to approve Downtown Lodi Business Partnership 2006-07 annual report and to adopt a resolution levying the annual assessment fees for the Downtown Lodi Business Partnership was posted at the following locations: Lodi public Library Lodi City Clerk'$ Office Lodi City Hall Lobby Lodi Camegie Porum I declare under penalty of perjury that the foregoing is true and correct. Executed on October 6� 2006, at Lodi, California. JEWNWER M. PERRIN CMAC 114TERIM CITY CLERK A R. C HAPMAN U INISTRATIVE CLEIRK N: \Administratio*\CL.ERK\Fo msWECPOSTCM.DOC ORDERED BY: JENWWER M. PERRfw INTEFOM CITY CLERK JACQUELINE L. TAYLOR, CMC DEPUTY CITY CLERK Ica -.If 1A � RESOLUTION NO. 2006-182 A RMOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC HEARNG DATE, AND APPROVING ANNUAL REPORT WHEREAS, Downtown Lodi Business Improvement Area No. 1 was established December 17, 1997, by Council adoption of Ordinance 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 October 18, 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 hold the public hearing required by Streets and Highway Code §36534. 3. It is the interYtion of the City Council to levy and collect assessments within the parking and business improvement area for calendar year 2007 (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 a *Map, Exhibit D, 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 businesses in the Area include marketing and promotional efforts; event coordination; and other activities with the goal to promote retail activities. A detailed description of activities is included in the Annual Report, *Exhibit A, 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 or someone else raised at the public gearing described in this notice or in written correspondence delivered to the City Clerk prior to the close of the public hearing. Dated: October 4, 2006 I hereby certify that Resolution No. 2006-182 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 4, 2006, by the following vote: AYES: COUNCIL MEMBERS - Beckman, Johnson, Mounce, and Mayor Hitchcock NOES: COUNCIL MEMBERS - Hansen ABSENT: COUNCIL MEMBERS - None ABSTAIN: COUNCIL MEMBERS - None Jennifer Perrin interim City Clerk 2006-182