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HomeMy WebLinkAboutAgenda Report - October 17, 2007 I-03 PH=-3 Ah CITY OF LODI %W COUNCIL COMMUNICATION TM AGENDA TITLE: Hold Public Hearing and Approve Resolution to Confirm the 2007 Annual Report and Levy of Assessments Within the Lodi Tourism Business Improvement District (LTBID). MEETING DATE: October 17.2007 PREPARED BY: Deputy City Manager RECOMMENDED ACTION: Hold public hearing and approve resolution to confirm the 2007 Annual Report of the LTBID and the levy of assessments within the Lodi Tourism Business Improvement District. BACKGROUND INFORMATION: In accordance with California Streets and Highway Code 36500 and 36524 the Annual Report of the LTBID has been approved by the City Council. A public hearing is required to hear protests and to receive testimony regarding the levy of and collection of a 3% Tourism Promotion Business Assessment against the receipts of motels and hotels within the LTBID. Staff recommends approval of the levy of the assessment. FISCAL IMPACT: Not applicable FUNDING: Not applicable Qot� . Aooi*w1� Jas R. Krueger, Deputy City Manager APPROVED: %z �fr King, City Manager When Recorded, Return to: City of Lodi City Clerk's Office P.O. Box 3006 Lodi. CA 95241-1910 RESOLUTION NO. 2007-207 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LODI CONFIRMING THE 2007 ANNUAL REPORT FOR THE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT AND LEVY OF ASSESSMENT 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 City Council bythe Board of Directorsof said Improvement District; and WHEREAS, a public hearing was held as required by Streets and Highways Code 536524 on October 17, 2007, in the City Council Chambers at Carnegie Forum, 305 West Pine Street, Lodi, California, at 7:00 p.m., or as soon thereafter as possible, to consider proteststo the assessment levy. NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine, and find as follows: 1The required public hearing was duly held, at which time the public was allowed to present written or oral protests to the levy of assessment for Lodi Tourism Business Improvement District. 2) A majority protest as defined in the Streets and Highways Code §36525 was not made. 3) The 2007 Annual Report as submitted on October 3, 2007, by the Board of Directors of the Lodi Tourism Business Improvement District to the City Council is hereby confirmed as originallyfiled and attached hereto. 4) The confirmation of the report and adoption of this resolution constitutes the levy of the assessment as contained in the Annual Report for the calendar year 2007. Dated: October 17, 2007 hereby certify that Resolution No. 2007-207 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 17, 2007, by the following vote: AYES: COUNCIL MEMBERS— Hansen, Hitchcock, Katzakian, Mounce, and Mayor Johnson NOES: COUNCIL MEMBERS— None ABSENT: COUNCIL MEMBERS— None ABSTAIN: COUNCIL MEMBERS— None DI JOHL City Clerk 2007-207 C O N F E R E N C E & VISITORS BUREAU April 10,2007 RandiJohl City Clerk City of Lodi 221 W. Pine St. Lodi. CA 95240 Dear Ms, Johl, (EXHIBIT Al Attached is the 2007 Annual Report for the Lodi Tourism Business Improvement District (LTBID) which was established October 6, 2004 by City Ordinance 1753 and was amended February 16,2005 by Resolution No. 2005-37. Enclosed you will find a 2007 work plan, budget and method of assessment, as required by the California Streets and Highways Code #33650. Please note there are no suggested changes to the District at this time. I plan to present the work plan at the April 18th City Council meeting. Please feel free to call me with any questions you may have. Sincerely, Nancy Beckman Executive Director 115 S. School Street, Suite 9 • Lodi. Califomia 95240 • Toll -Free: 800-798-1810 • 209-365-1195 • Fax: 209-365-1191 • www.visitiodi.Com Exhibit A Lodi Conference & Visitors Bureau 2007 Work Plan 2007 Proposed ProarammaticChan ues 1. The LCVB newsletter is being replacedwith a mid -year and annual report. 2. Quarterly direct mailers will no longer be sent to leisure consumers. 3. Ads in the Sacramento Visitor Guide, Diablo, and Sacramento Magazines will not be renewed and instead we propose to pick up an ad in the California Drives Guide to complement our annual ad in the California Travel Planner. 4. We have budgeted to work with a PR firm to get press for Lodi. We have deleted the budget for the media day and the press trips to balance out the expense of the PR firm. 5. We have added Taste of Lodi as a revenue generating event. 6. We have dropped the SF Media Reception and the California Travel Market. Marketina/Promotion Activities Leisure Market Targeted Advertising: Ads will be placed in both the California Travel Planner and the California Drive Guide. Ads will include a response measure for tracking purposes. Trade 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 LCVB will produce this annual signature event to 1.) Draw in visitors and 2.) Showcase and market Lodi as a Wine Country tourism destination. LodiView: Continue offering LodiView as a monthly e -publication highlighting events and activities of interestto the tourist. A goal will be to increase distribution by 25%. Group Market Tradeshows: The Lodi Conference& Visitors Bureau will attend two trade/sales shows created for the group market: The California Society of Association Executives (Cal SAE) and the National Tour Operator Travel & Tourism Exchange. All sales leads will be followed up on and added to our database for future marketing opportunities. Fam Tours: The Lodi CVB Group Sales Managerwill utilize Fam Tours as a tool to market Lodi as a group meeting destination. Direct Mail Campaign: Quarterly flierslbrochures will be mailed to group sales decision makers to reinforce the Lodi tourism message. Sponsorships: Sponsorships at Tradeshows will be utilized (when appropriate and as funding allows) as a method by which to introducethe group marketto Lodi as a destination. Public Relations Public Relations A PR firm will be retained to assist in the promotion of Lodi as a Wine Country Destination. Quarterly pushes will be made to attain media coverage for Lodi. Customer Service/Hospitality Visitor Information Packets: Visitor informationwill be distributed on request to individuals or groups. In 2007, an estimated 4,000 requestsfor information will be filled. Website: The visitlodi.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. Visitor Publications: The LCVB will develop and maintain a number of publications geared to increase availability of visitor information. ➢ Community Book: A revised, updated community book will be produced in 2007. 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 is distributed at Travel Trade shows. The book has an estimated 18 month shelf -life. ➢ Festival & Events Calendar: The LCVB will produce an in-house designed/printed Festival & Events Calendar. The Calendar, produced annually, is a quick reference to events in the Lodi area and is distributed at the hotels, tradeshows, and in visitor information packets. ➢ Visitor Attraction Map & Guide: In 2007 the LCVB will continue to distribute the Visitor Attraction Map & Guide. The map comes in a "pad", and is distributed to hotels and other attractions to utilizewhen visitors are looking for directions to attractions. The map is designed to fold into a brochure so that it can be used in a card rack or as a self -mailer. ➢ Meeting Facilities Brochure: 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 all Lodi hotels. The goal is to ensure that visitor information is widely available and easily accessible to guests. Communications Mid -Year and Annual Report: In 2007 the LCVB newsletter is being replaced by a mid -year and annual report. The reports 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. 2007 Lodi Tourism Business Improvement District Annual Report Assessment Funding Purpose: 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. Method of Assessment: The LTBID includes hotels/lodging facilities within the City of Lodi. Each lodging facility within the district shall be assessed 3% of the gross room rental revenue. Rentals (stays) lasting over 30 days are not subjectto the assessment. The assessment is levied annual and collected quarterly. 2007 Work Plan (See Attached) For the purpose of the Annual Report presentation, we have broken our 2006 work plan into 4 project areas: Marketing/Promotional Activities Public Relations ■ Customer Service & Hospitality ■ Communications 2007 Budizet Income - BID $193,500.00 Income -City of Lodi $101,000.00 Income -Community Book $5,000.00 Income -Taste of Lodi $52,000.00 Total Income $351,500.00 Advertising $15,673.00 Automobile Expense $4,380.00 Bank Service Charges $50.00 Contingencies/Unexpected Opportunities $6,000.00 Dues & Subscriptions $2,775.00 Education/Conferences $1,275.00 Equipment Lease - Copier $3,612.00 Event Expenses - Taste of Lodi $47,321.00 Furniture & Fixtures $3,000.00 Gifts $150.00 Hospitality/Meals $2,500.00 Insurance Directors & Officers $1,562.00 Health $11,500.00 Liability $550.00 Wcdc Comp $1,423.00 Office Expenses Maintenance $3,600.00 Supplies $1,170.00 Personnel Salaries $136,500.00 Benefits $4,760.00 Postage& Delivery $3,000.00 Printing & Reproduction $8,081.00 Professional Fees Accounting $3,500.00 Administration -City of Lodi $9,675.00 Legal Fees $250.00 Promotion $20,735.00 Rent $25,445.00 Repairs Computer Repairs $3,600.00 Tax & License Payroll $12,396.00 Property $2,372.00 Licenses $70.00 Telephone $2,400.00 Trade Shows $4,550.00 Travel & Entertainment Meals $880.00 Travel $3,625.00 Utilities -Gas& Electric $3,120.00 Total Expense $351,500.00 Net Profit (Loss) $0.00 c+ r -- <<F o`- I CITY OF LODI P. O. BOX 3006 LODI, CALIFORNIA 95241-1910 ADVERTISING INSTRUCTIONS SUBJECT PUBLIC HEARING NOTICE REGARDING THE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT PUBLISH DATE: SATURDAY, OCTOBER 6,2007 TEAR SHEETS WANTED: Three (3) please SEND AFFIDAVIT AND BILL TO: DATED THURSDAY, OCTOBER 4,2007 ORDERED BY: f J5WIFER Ml PERRIN. CMC DEPUTYCIT'}'i`CLERK formsladvins.doc RANDI JOHL, CITY CLERK City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 RANDIJOHL CITY CLERK CYNTHIA MURPHY ADMINISTRATIVE CLERK �il 44 Pt ;- t i.py i.VP EE • P. Igi I i 7 DECLARATION OF POSTING PUBLIC HEARING NOTICE REGARDINGTHE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT On Friday, October 5, 2007, in the City of Lodi, San Joaquin County, California, a Public Hearing Notice regarding the Lodi Tourism Business Improvement District (attached and marked as Exhibit A) was posted at the following locations: Lodi Public Library Lodi City Clerk's Office Lodi City Hall Lobby Lodi Carnegie Forum declare under penalty of perjury that the foregoing is true and correct. Executed on October 5, 2007, at Lodi, California. Q144 4,9,&��, IFER ffi. PERRIN, CMC DEPUTY CrTY CLERK N:1Administration\CLERK1Porm\DECPOST -M .DOC ORDERED BY: RANDIJOHL CITY CLERK CYNTHIA MURPHY ADMINISTRATIVE CLERK ~~ 7 DECLARATION OF CL� PUBLIC HEARING NOTICE REGARDING THE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT On October 4, 2007, in the City of Lodi, San Joaquin County, California, I deposited in the United States mail envelopes with first-class postage prepaid thereon containing a Notice of Public Hearing regarding the Lodi Tourism Business Improvement District attached hereto marked Exhibit A. The mailing list for said matter is attached hereto marked Exhibit B. There is a regular daily communication by mail between the City of Lodi, California, and the places to which said envelopes were addressed. declare under penalty of perjury that the foregoing is true and correct. Executed on October 4, 2007, at Lodi, California. AVNNIFER PERRIN, CMC EPUTY CIYY CLERK N:\Administration\CLERK\Forms\DECMAILF-M.DOC ORDERED BY: RANDIJOHL CITY CLERK, CITY OF LODI CYNTHIA MURPHY ADMINISTRATIVE CLERK NOTICE OF PUBLIC HEARINGEXHIBIT RESOLUTION NO. 2007 199 A A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT 2007 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 536500 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 2007 Annual Report is hereby received and approved as submitted. said Report being on file in the City Clerk's Office. 2. Establishes October 17. 2007, in the City Council Chambers, at Carnegie Forum, 305 West Pine Street, Lodi. California, at 7:00 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 calendar year 2007 (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 2007 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: October 3,2007 hereby certify that Resolution No. 2007-199 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 3, 2007, by the following vote: AYES: NOES: ABSENT: ABSTAIN COUNCIL MEMBERS — Hansen, Hitchcock, Katzakian, Mounce, and MayorJohnson COUNCIL MEMBERS— None COUNCIL MEMBERS —None COUNCIL MEMBERS— None 2007-199 City Clerk Members: Tabitha Freytag Wine and Roses Country Inn 2505 W. Turner Road Lodi, CA 95242 (209) 334-6988 Beth Kim Comfort Inn 118 N. Cherokee Lane Lodi, CA 95240 (209) 367-4848 Sonny Patel Wine Country Inn 607 S. Cherokee Lane Lodi, CA 95240 (209) 368-2707 Sunil Yadav Modern Motor Lodge 1050 S. Cherokee Lane Lodi, CA 95240 (209) 333-8844 MaryWallace Frames and FineThings 18 W. Pine Street Lodi, CA 95240 (209) 333-1246 Kelii Mettler Lodi Conference and Visitors Bureau 2545 W. Turner Road Lodi, CA 95242 (209) 365-1195 Betty Hansen Jewel Fine Wines 3750 E. Woodbridge Road Woodbridge, CA 95258 (209) 340-8521 Liaison: Jim Krueger, Finance Director City of Lodi P.O. Box 3006 Lodi, CA 95241-1 91 0 (209) 333-6761 C1erkftarWn isdLTBIDroster.dm (EXHIBIT B Also mail aaendas to: Nancy Beckman, Executive Director Lodi Conference and Visitors Bureau 115 S. School Street, Suite 9 Lodi, CA 95240 (209) 365-1195 F1» «F2» F3» «F4» F5» CITY OF LODI FINANCE DEPT 221 W Pine St / P O Box 3006 Lodi, CA 95240 (209) 333-6702 October 17,2007 Notice of Public Hearing A public hearing for the Lodi Tourism Business Improvement District has been scheduled for 7:00pm Wednesday, October 17, 2007 as required by Streets and Highway Code 36534. Written and oral protests and comments of this assessment will be heard. The form and manner of protests shall comply with Streets and Highway code 36524 and 36525. If you have any questions regarding this hearing please contact the City of Lodi City Clerk's Office at (209) 333-6702. Thank You, James R Krueger Deputy City Manager City of Lodi F1 F2 F3 F4 F5 F6 #2 Wine & Country Inn, 2505 W. Lodi, Calif. Roses LLC Turner Rd. 95242 #3 Del Rancho Ashvin Patel 501 N. Lodi, Calif. Motel Cherokee 95240 #4 The Holiday P.O. Box Lodi, CA for 1140 S. Inn Express 1210 95241 Cherokee Lane #6 Star Hotel Patel, Kanu P. O. Box 263 Lodi, Calif. For 22 South /Jayesh K. 95240 Main Street #8 Budget Inn of Suresh B. 917S. Lodi, Calif. Lodi Patel Cherokee 95240 Lane #9 Comfort Inn - Margaret Kim 118 N. Lodi, Calif. Lodi Cherokee 95240 Lane #10 Lodi El Ramesh 220 Harding Roseville, Ca. for 603 N. Rancho Motel Pitamber Blvd. 95678 Cherokee, Lodi, Ca. #11 Modern Motor Sunil & 1050S. Lodi, Calif. Lodge Shobhana Cherokee 95240 Yadav Lane #15 Wine Country Surendra F. 607S. Lodi, Calif. Inn Patel Cherokee 95240 Lane #16 Rancho Hasmukh M. 807S. Lodi, Calif. Grande Motel Bhakta Cherokee 95240 Lane #17 Traveler's Ghanshyarn 112 N. Lodi, Calif. Hotel A. Patel School St. 95240 #18 Viking Motel Rakesh 815S. Lodi, Calif. &Smits Patel Cherokee 95240 Lane #20 Royal Host Chetan Patel 710S. Lodi, Calif. Inn Cherokee 95240 Lane #26 Economy Inn Jayanti 1100S. Lodi, Calif. Bhakta Cherokee 95240 #27 Main Hotel Gunvant M. 4 S. Main Lodi, Calif Bhakta Street 95240 #28 Oasis Motel Oasis 736S. Lodi, Calif International Cherokee 95240 Trading Lane B ___ ....... Wine and Rosesl 4/301071 446885 e 82851 438600 39474 1 _ 8/2/06 501577 01 501577 45142 2 10/30/06 518447 D 518447 46660 3 1126107 523943 0 523943 47155 4 Total 17814311 %ttl Del Rancho Motel 4127107 24278 0 24278 21858 1 7131106 30315 9000 - 21315 1918 2 101311061 31229 10800;. 20429; 18391 3 1130107 25090, 9320 15770; 14191 4 Totals 761%ttl The Holiday Inn Expressp 4126107 435904 3208 432696 38943 .._...,,.1 mm 7126106 630158€ 67359. _562799 50652 2 10/24/06 601191 45488 555703 50013 3 W_..___.�......___r, 1 /31107 443194 44305 398889 359001 4 Total 175,508 %ttl Star Hotel 4130107 m28345 26570 1775 160' 1 s 7125106 26709 25474 1235 111 2 x.10/24/061 223501 21171 �7tqb106; 3 I 1/31/077 25968 24706 114 4 Total 1 491 %ttl Budget Inn affLodi 4130107 16450 3640 12810 1153 1 7131106 31284 3180 28104 2529 2 0 10/27/061 24894W 3520' 21374 1924' 3 1/30/071 22389 4640 17749 1597� 4 Total' 5521 2 7,203° %ttl 1 Comfort Inrr 512107 233943 32268¢ 201674 11966 1 811106 308620 55918 072 32 1112106 310477 30322 �28015525214 3 1126107 265900 19737 246163! 22155 4 Total Lodi EI Rancho 4130107° 811106. 73273 87 873; 0 0 73273 87873 11/1106 2/11071631571 83027§ 01 01 83027 63157 Total %ttlr- 1 5521 2 _ Modern Motor Lodge 4/3 3 _ ..__ .i. .._ �. * 200 9 200 10131/061 3104— 072 395 1124107 367 367 .. _. Total' _._. Wine Country Inns 4127107 16629 02 16629 __.. ,.. _. � 811106 32425 5505 26920 10/31/06 _ 24011 4340 19671 1125107 18327 0 18327 Total! _ Rancho Grande Motel 4117107 27480 16800 10680 811106 13970 7840 6030 I 11/l/06 16830 9680 7150 = 1125/07 14250 9500 4750 Total 1:11 14.73° 11 200 21 200 01 18 2 36 3 33q 4 $7L %ttl 0 1497; 111 2423! 21 _1770`3' _4�_.. _.. t 7,339 %ttlr- 1 5521 2 712£ 3 Traveler's Hotel" 4116107 21261 _19120 ! 7117106 22451; 20651 _ 110120106' 20639 18796 ..... _.W._. _._ 1129 7 22591 20956 - ..... ....- Total; _ Viking Motels 4130147 20749 11438 M _. _.._. R/IInR 76665 1427n 10/31/06 31185 17885 7; 22950 14000 .................. .... ...._ _ 1 30 0 Royal Host_ Inn 4/30/071 111692 0 811106 180245 0 10/31/06 M —1933070 __. 1131107 138816: a Total; Economy Inn! 4130107 11852; 1885 811106 23561 ` 4557 _ - 101311061 223671 _3701 1123/07 n 14$59] 1606 Total" Main Hotel 4/171071 10420 9056 ,. 7/24106F 9432 9070 10/17/06 8197 7660 - 11161071- _ 5649 5195' Total �_ Oasis Motel' 4130107 19762 10500 - - -211107 16560 8280 ------------------- _L_-._ Total Grand Total 1843 1' 200T 21 1635 -166 ----31 147 4. 21 1 668 %ttl 0.1 9311, 838 T3-3001 1197--31— 1 21 21 11169; 18024 19330 13881 --996 1900 186_6 3,957 YoUll 0.71 10052 11 201 16222 2 201 17398 8971 1' 200T 188111 2006 16 0 31 2006; 1202; _ 4 2006e _ 51660 %t�tl 102°�a 1 .�201' �33 2 481 3 2006 2006 �2460/oftl 0.04% , 2007 2006' 557,085 100.00% CITY COUNCIL BOB JOHNSON, Mayor JOANNE MOUNCE. Mayor Pro Tempore LARRY D. HANSEN SUSAN HITCHCOCK PH I L KATZAK IAN CITY OF LODI CITY HALL, 221 WEST PINE STREET P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 (209) 333-6702 / FAX (209) 333-6807 Www,iodi,gov cityclerk@lodi,q_ov October 18, 2007 Nancy Beckman Lodi Conference& Visitors Bureau 115 S. School Street, Suite 9 Lodi, CA 95240 BLAIR KING, City Manager RANDI JOHL, City Clerk D. STEPHEN SCHWABAUER City Attorney RE: RESOLUTION CONFIRMING THE 2007 ANNUAL REPORT FOR THE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT AND LEVY OF ASSESSMENT The Lodi City Council, at its meeting of October 17, 2007, adopted the enclosed resolution confirming the 2007 Annual Report for the Lodi Tourism Business Improvement District and levy of assessment. Should you have any questions, please feel free to contact the City Clerk's Office. Sincerely, J r�Men be'puty CigClerk JMP Enclosure followuoTransmittal.doc