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HomeMy WebLinkAboutAgenda Report - August 19, 2009 K-02 PHAGENDA ITEM V%QW L CITY OF LODI COUNCIL COMMUNICATION im AGENDA TITLE: Approve Downtown Lodi Business Partnership 2009-2010 Annual Report, Adopt Resolution of Intention to Levy Annual Assessment, and Set a Public Hearing for September 2,2009, to Consider the Proposed Assessment MEETING DATE: August 19,2009 PREPARED BY: City Clerk RECOMMENDEDACTION: Approve the Downtown Lodi Business Partnership (DLBP) 2009-10 Annual Report, adopt a Resolution of Intention to levy the annual assessment, and set a public hearing for September 2,2009, to consider the proposed assessment. BACKGROUND INFORMATION: 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 reportfor City Council review and approval prior to September 1. This must be done prior to the public hearing and adoption of a resolution confirming the 2009-10 Annual Report and levy of assessment. On July 27, 2009, the City received a request from DLBP to place the annual report on the August 19 Council agenda. On August 10, 2009, the City was provided with a draft report (attached)for Council consideration with a notation that the final reportwould be provided to the Council at the August 19, 2009, meeting. Streets and Highways Code Section 36533 providesthat 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 improvementarea or in any benefit zone within the area if changes are being proposed. Due to the timing of when the report was received, staff has not reviewed the report for this information. FISCAL IMPACT: The City does not charge the DLBP a fee to collect and distribute the assessment. On the other hand, the Lodi Tourism Business Assessment District is charged a 5% collection fee. Blair King City Manager APPROVED: Blair KiW4,ty Manager August 10,2009 Mr. Blair King, City Manager City of Lodi 221 W. Pine Street Lodi. CA 95240 Re: Annual Report 2009 Dear Blair: RECEIVED 2009 AUG 10 AM 10: 4 r CITY CI.r"K CITY OF LUDI Section 11.0 of the City Ordinance Number 1654, establishing the Downtown Lodi Business Improvement Area, requires that we submit to you by September of each year our annual report and budget. In addition, the State of California Streets a3�ff 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 eight copies five for the City Council, one for the City Clerk, one for City Attorney and one for yourself. Thank you for your continued support. Sincerely, Jaime Watts, Executive Director Downtown Lodi Business Partnership 10[fl@919 ARTICLES OF LNCORPORATION CF DOWNTOWN LODI BUSINESS PART'tY'E'RS1M A California Nonprofit Mutual Benefit Corporation 2038309 ENDORSED FILED In the office of the Secretary of of the Stale of California MAR 31 1996 One: The name of the corporation is Downtown Ic& Business Partnership (A California Nonprofit Mutual Benefit Corporation). Two: This corporation i s a nonprofit mutual benefit corporation orLzanized under the Nonprofit Mutual Benefit Corporation Law. The purpose of this corporltion is to engare in any lawful act or activity for which a corporation msy be organized under saoh law. Such purposes far which this corporation is formed are to promote and improve the downtownLod* husin(-,,$ area, to generally improve butinobs conditions in the downtown are,,, and to generaJly enhance tha downtown area o fthe City of Lodi. Notwithstanding any other provision of these articles, this corporation shall not cngage it any activities or exercise any powers that 1 re not in furtherance of the purposes of this corporation. Three: The nine arl address of the corporation's initial agent fix service of process is Ronald M. Beekman, Esq.. I I I N. Church Street, Lodi, California, 45240. Four: The right to determine the consideration for which memberships wiii be issued shall be vested in the Regular Members, to be determined by a majority vote ofthe Regular Members h good standing. Five: No pan of the not e%nxinga of tine corporation shall inure to the benefit of any member or private shareholder, as defined for }purposes of Section 501 (c) (3) of the Itnernal Revenue Code of 1954. Dated: March 31, 1998 Adde, Ronald M, Beckman, lrk.orporutor M[B[Affv y 2009 ANNUAL REPORT Items listed 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 ar year is enclosed. The budget details all sources of income and projected expenses. A Benefit Fee Schedule and a Map of the Business ImprovementArea are enclosed. i DG3L^�ffit 0 O�C3 iaz QZ Z z �aLL z Z 3 W W Z g W oaca O (a a W Z H W w a w HT Downtown Lodi Business Partnership Proposed Budget January 1, 2009 through December 31, 2009 Income Assessment Fees 38000.00 City of Lodi 31950.00 Event Revenue 1000.00 Farmers Market 55000.00 Parade of Lights 15000.00 Street Banner Program 3000.00 Grape Festival Youth Parade 1000.00 Community Trick -or -Treat& Fall Fest 300.00 Winterfest 2500.00 Miscellaneous Events & Sales 5000.00 Total Income 151750.00 Expenses Event Expenses Farmers Market 27000.00 Parade of Lights 3000.00 Street Banner Program 600.00 Grape Festival Youth Parade 700.00 Community Trick -or -Treat& Fall Fest 500.00 Winterfest 2500.00 Miscellaneous Events & Sales 1000.00 Marketing Expenses Advertising, Marketing & Promotions 4000.00 Travel 1800.00 Public Relations 1000.00 Seminars & Conferences 1500.00 Website 2000.00 Membership Expenses Newsletters 600.00 Quarterly Mixers 250.00 Plaques & Trophies 400.00 Sunshine Committee 500.00 Revitalization Expenses Downtown Beautification 5000.00 Kiosk Maintenance 1500.00 MMpDv Administrative Director's Salary 47100.00 Staff Wages 12000.00 Payroll Taxes 5200.00 Contract Labor 500.00 Insurance 12000.00 Professional Fees 2700.00 Rent 4800.00 Storage 2000.00 Office Supplies 4000.00 Office Equipment 500.00 Bank & Merchant Fees 600.00 Postage 500.00 Utilities (phone, internet, etc.) 6000.00 Total Expenses 151750.00 Net Income 0.00 n r�nr��r Downtown Lodi Business Partnership 08/09/09 Profit & Loss Cash Basis January through December 2008 Expense Jan - Dec 08 Ordinary Income/Expense -9.57 Income City of Lodi Funds 35,000.00 MemberAssessment Fees 41,190.00 Event Revenue 1,107.50 Advertising 8 Promotion Revenue 2,855.00 Beverage Sales 25,749.90 Parade Entry Fees 6,515.00 Sponsorship 19,806.00 Vendor Fee 31,091.00 Other Income 4,290.00 Total Event Revenue 90,306.90 Total Income 166,496.90 Expense Reconciliation Discrepancies -9.57 Administrative Expenses Licenses 8 Permits 20.00 Bank Service Charges 637.72 Contract Labor 1,107.50 Dues and Subscriptions 178.70 Insurance -D 8 O and State Fund 1,529.13 Insurance- Events Liability 5,722.32 Interest 300.22 Miscellaneous -2,434.63 Office Maintenance& Repairs 689.49 Office Supplies 4,322.79 Payroll Expenses Director's Wages 47,649 77 Staff Wages 8,56772 Payroll Taxes 5,39038 Total Payroll Expenses 61,607.87 Penalties 220.00 Professional Fees 2,138.25 Rent 6,320.00 Security 130.55 Taxes 10.00 Utilities _ 5,196.14 Total Administrative Expenses 87,696.05 Event Expenses Advertising 11, 972.40 Awards/Banners/Posters 3,281.54 Beverage Expense 23,449.03 Entertainment 8,312.90 Equipment Rental 1,542.86 Labor/Repairs 8,868.72 License/Permits/Inspection 1,957.51 Mileage8 Meetings 43.51 Other Expense 0.00 Postage 8 Delivery 438.40 Marketing/ Promotions 851.09 Sanitation 2,074.26 Supplies 3,338.73 Total Event Expenses 66,231.05 Marketing Expenses Advertising & Promotions 4,615.50 Mileage 8 Meetings 803.74 Public Realtions 85.00 ri7C7_� no M @ P Uge I Downtown Lodi Business Partnership 08/09/09 Profit & Loss Cash Basis January through December 2008 DRAFT Page 2 Jan - Dec 08 Seminars 8 Marketing Campaigns 25432 Total Marketing Expenses 5.75856 Membership LaborlRepalrs 6000 Newsletter 110.00 Plaques 8 Trophies 75.04 Postage and Delivery 493.32 Quarterly Mixers 260.00 Sunshine Committee 614.50 Total Membership 1,612.86 Revitalization Kiosk Update 555.36 Map a Directory Brochures 1,740.00 Downtown Beautification Supplies 407.04 Labor/Repairs 710.00 Total Downtown Beautification 1,117.04 Total Revitalization 3,412.40 Total Expense 164,701.35 Net Ordinary Income 1,795.55 Otherincome/Expense Other Income Insurance Proceeds Received 2,73000 Interest Income 457 Total Other Income 2,734.57 Other Expense CasualtylTheft Loss 3,230.00 Total Other Expense 3,230.00 Net Other Income 49543 Net Income 1.300.12 DRAFT Page 2 Downtown Lodi Business Partnership 08/09/09 Balance Sheet Cash Basis As of December 31,2008 ASSETS Current Assets Checking]Savings Farmers 8 Merchants Bank Savings Account Petty Cash Total Checking/Savings Total Current Assets Fixed Assets Accum Deprec-Equip Equipment Olfioee Equipment 12/30/00 cost Accumulated Depreciation Total Office Equipment 12130100 Office Equipment 06/01/02 Cost Accumulated Depreciation Total Office Equipment 06/01/02 PA System 07/16/2004 cost Accumulated Depreciation Total PA System 07/1612004 Cell Phone 08110107 Cost Accumulated Depreciatlno Total Cell Phone 08110/07 Total Equipment Computer Equipment HP LaserJet36 Printer04/18108 cost Total HPLaserJet36 Printer04118108 Laser Printer 03/24/05 Cost Accumulated Depreciation Total Laser Printer 03/24/05 Total Computer Equipment Computers 08/29/06 Cost Accumulated Depreclatlon Total Computers 08/29/06 Total Accum Deprec-Equip Furniture & Fixtures Vehicles Trai ler 07/31 /05 cost Accumulated Depreciation Total Trailer 07131105 Dec 31, 08 -36.00 79.48 92.24 135.72 135.72 2,96263 -2,96263 000 2,653.37 -2,29800 35537 1,156.12 -794.00 362.12 549.18 -110.00 439.18 1,156.67 1,156.67 479.46 47946 700.89 -499.00 201 89 68135 3,75397 -1,95200 1,80197 3,63999 235.69 -133.00 102.69 Il DRAFT Pagel Downtown Lodi Business Partnership 08/09/09 Balance Sheet Cash Basis As of December 31,2008 Dapffcu DRAFT Page 2 Dec 31.08 Total Vehicles 102.69 DanigerTable 8 8 Chairs5/25106 cost 839.00 Accumulated Depreciation -325.00 Total Daniger Table 8 8 Chairs5125/06 514.00 Refigerator 06/02/08 cost 30000 Total Refigerator 06/02/08 300.00 Storage Shelving Unit 05/09/08 cost 247.82 Total Storage Shelving Unit 05/09/08 247.02 Wine Garden Furniture D7/29/04 cost 1,326.17 Accumulated Depreciation -912.00 Total Wine Garden Furniture 07/29/04 414.17 Total Furniture 8 Fixtures 1,57868 Total Fixed Assets 5,21867 TOTAL ASSETS 5,354.39 LIABILITIES&. EQUITY Liabilities Current Liabilities Accounts Payable Accounts Payable -50000 Total Accounts Payable -50000 Other Current Liabilities Payroll Liabilities 2,27521 Employee Expense Reimbursement Total Other Current Liabilities 2,264.45 Total Current Liabilities 1,76445 Total Liabilities 1,764.45 Equity Retained Earnings 2,289.82 Net Income 1,300.12 Total Equity 3,589.94 TOTAL LIABILmES & EQUITY 5,354.39 Dapffcu DRAFT Page 2 DOWNTOWN LODI BUSINESS PARTNERSHIP BENEFIT FEE SCHEDULE BUSINESS TYPE Retai iers/Restaurants * Service 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 - eitherfull-time, or the equivalent made up cf multiple employees. BUSINESS TYPE DEFINITIONS: Retail and Restaurant — Businesses that buy and resell goods. Examples would be clothing stores, shoe stores, office supplies, as well as businesses that sell prepared food and drinks. Service Businesses — Businesses that sell services. Examples are beauty and barber shops, repair shops, lodging, most automotive-orientedbusinesses, entertainment businesses such as theaters, etc. Professional 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 95240 209.369.8052 phone 209.369.8053 fax www.dawnt m1odi.cxm M[Bluv A detailed Marketing Plan describing the below bullet points will be included in the final copy of the annual report submitted and presented at the council meeting on August 19, 2009 2 o o 8 Accomplishments Brand Image Campaign - New Logo - Redesigned Website - Revamped Brochure - Developed and Installed New Kiosk Maps Downtown Beautification - New Street Light Banners - Flower Planting of City Pots - Co -funded Sidewalk Power Washing Project - Downtown Holiday Decorations 25' Tree in Post Office Plaza, Holiday Banners, Fresh Swags on Street Corners Media Relations - TV Spots on Good Day Sacramento and Channel 13 News - Radio Spots on KJOY - News Articles in Lodi News -Sentinel, Stockton Record, San Joaquin Magazine - Network with the Media and Public Through Interactive Web Pages; Twitter, Facebook Events To Drive Traffic To Downtown - Downtown Lodi Certified Farmers Market - Parade of Lights - "Stuck in Lodi" Car Show - Grape Festival Youth Parade - Downtown Trick -or -Treat & Fall Festival - Winterfest; Horse-drawn Carriage Rides, Photos with Santa - Merchant Promotions and Window Decorating Contests Community Outreach - Represented Downtown on Committees for City-wide Activities - Participated in Various Expos Outside of Lodi - Coordinate and Promote School Field Trips and Safety Fairs Member Benefits - Quarterly Mixers - Bi -Monthly Newsletter - Lodi News -Sentinel Tab Insert p - Business Referral Database - Business Directory and Link on Website - Member Discounts on Marketing Programs A dc ->toiled Marketing Plan describing the below bullet points will be included in the finol copy of the annual report submitted and presented at the council meeting on August 19, 2009 2009 Goals/Accomplishments Develop Relationships with Downtown Property Owners - Created a new web component that allows property owners to list their available downtown properties, contact information and photos. Explore Additional Funding Sources - Researching grants that apply to downtown development - Joined the California Downtown Association (CDA) Expand Current Programs - Designed a marketing bundle package for members and non-members which includes: Annual Banner Attachment Program, Website Advertisement and Website Page with Link. Enhance Existing Events - Redesigned the layout of Farmers Market to include a wine garden featuring all four downtown wine tasting rooms and live entertainment on the North end of the market. The Downtown Lodi Business Partnership is constantly exploring new ways to betterpromote and market downtown. We will be keeping council and staff updated on theprogress and success of the organization. DOWNTOWN LODI BUSINESS PARTNERSHIP EVENTS Farmers Market Overview Downtown Lodi Business Partnership hosts The Downtown Certified Farmers Market. The family friendly market is held every Thursday evening beginning in June throughout the end of September. Over 25 certified farmers offer an array of fresh produce and flowers. 50 homemade and commercial arts and craft vendors line the streets of downtown attracting over 5,000 attendees each week. An upscale beer garden which offers Lodi's local brew is located adjacent from the entertainment stage. The stage hosts live music performed by local bands. along with dance performances. comedy acts and com- petitions. A wine garden featuring downtown's wine tasting rooms accompaniated by music. The entertainment also includes theme nights such as Hawaiian, ,%Iardi Gras, Country Western and Patriotic, where there arc free giveaways, contests and family fun. The Food Court accompanies the market offering a wide variety of choices including hot dogs, HHQ, salads, Philippine cuisine, snow cones, smoothies and more. A Kids Zone invites kids of all ages to jump in bouncing houses, get their face painted and interact with clowns, balloon artists and animals. The Farmers Market is Lodi's summer signature event that has something for everyone! New Developments and Future Plans for Farmers Market - Contracted with UCP for clean-up on early Friday mornings during the Farmers Market season. The increased attendance of the market has caused a need for added clean-up. The DLBP and UCP is committed to making downtown look clean and attractive after the market and in perfect time for the weekend welcoming out-of-town visitors and our community. - Added a Wine Garden which highlights all four downtown wine tasting rooms; cellardoor, Grands Amis, Benson Ferry and Dancing Fox. The Wine Garden is set up on the North end of the maAekt to-stiraillaWimm activity and to offer a variety of atmospheres. 0 MbT'y - Is providing a photograph and copy each week to the Lodi News Sentinel profiling a Farmers Market vendor. The editorial piece is published in every Thursday's newspaper which increases visibility of the event. Parade of Lights Overview The Downtown Lodi Business Partnership presents the annual Parade of Lights — a magical holiday parade that illuminates the streets of downtown Lodi. The countless lights, floats, marching bands, dance groups and themed vehicles will entertain thousands of viewers on the first Thursday in December at 6:17 p.m. along the streets of downtown. The one mile route begins on Pine Street and continues down Church Street, Lodi Avenue, School Street and Locust. A brilliantly lit horse-drawn carriage kicks off the festivities featuring the grand marshal. The spectacular parade concludes with holiday cheer from Santa Claus riding atop a Lodi fire truck. Over 50,000 people of all ages line the streets of downtown. The Downtown Lodi Business Partnership invites all to be part of this signature event, Parade of Lights, which has become a cherished family tradition. New Developments and Future Plans for Parade of Lights - Working, on creating even more exposure of the parade and encouraging tourism to Lodi by submitting event information and photos to a variety of publications and media in the Northern California region. Grape Festival Youth Parade Overview On the Saturday of the Grape Festival, the youth of Lodi parade the streets of downtown incorporating the theme of the event which takes place in September. Participants are given free entry into the Grape Festival the day of the parade, ribbons, goodie bags, snacks and the chance to win a trophy for win, place or show in vari- ous categories. New Developments and Future Plans for Grape Festival Youth Parade - To increase participation in the parade, over 10,000 applications were distributed to the the elementary schools, churches and community service groups. - To reduce costs, the DLBP is actively obtaining donations. - Has developed a sponsorship package and is securing financial supporters increasing revenue to ensure the traditional event will persist. - Scheduling walking vendors selling kettle corn, cotton candy, snow cones and more to create a more festive environment for the spectators. MN - Is partnering with the Grape Festival to cross promote our events and to raise awareness of the event. Downtown Trick -or -Treat and Fall Festival Overview The merchants downtown invite the community to trick -or -treat at their establishments on the Saturday before Halloween between 12 noon and 4 p.m. The Fall Festival has many family activities which include; live music, a food court, pumpkin painting, petting zoo, face painting and costume contests. New Developments and Future Plans for Downtown Trick -or -Treat and Fall Festival - Contacting local talent agencies, colleges and performing arts groups to find acts such as; stilt walking, unicycling and clowns to create a more of a carnival experience. - Working with a church group to help put on traditional carnival games and contests. - Contacting farmers to start a pumpkin contest; largest, strangest, etc. Winterfest Overview Downtown Lodi celebrates the holiday season throughout the month of December and decorates the streets with lights, a 25' Christmas tree, holiday banners and fresh swags assembled by local boyscouts on the street poles. On the first two Saturdays, a horse-drawn carriage offers rides for only $1 per person and trots along the streets of downtown. The merchants downtown display their holiday spirit and compete for the best decorated window and lighted storefront. New Developments and Future Plans for Winterfest - Scheduling Christmas carolers to stroll the streets adding holiday ambiance. - Encouraging merchants to host their holiday open houses on the scheduled Saturdays. - Exploring the possibility of having homemade holiday craft vendors. Annual "Stuck In Lodi" Car Show The American Steel Car Club in conjunction with the DLBP hosts the annual "Stuck in Lodi" Car Show down- town in the month of August. Street rods and classic cars line the streets of downtown Lodi accompanied by a poker walk, live music, raffles, and awards. Music in the Street MMEUCU Downtown's newest event presented by Temple Baptist Church hosts a free concert on the Elm Street Starburst. The concert geared to the younger crowd on a Saturday night, provides a safe and entertaining evening. MISSION STATEMENT The Downtown Lodi Business Partnership, comprised of business owners, professionals and merchants, is a non-profit association developed to encourage growth and prosperity in the Downtown Community of Lodi, and to maintain its economic health on an on-going basis. This will be accomplished by: • Encouraging development of new businesses, while retaining and revitalizing existing businesses Promoting retail activity by creating and maintaining a quality environment through coordinated advertising and downtown events • Serving as an advocate for downtown businesses in dealing with local government, maintenance projects, the media and general public 4 West Pine Street, Lodi, Ca 95240 ID 209.369.8052 phone 209.369.8053 fax www.downtownlodi.com August 19,2009 Lear tsiair: Section 11.0 of the City Or nance,Number 1654, establishing the Dc wntown Lodi Business Improvement Area, requires that we submitto you by September of eE ch year our annual report and budget. I In addition, the State of Califo�a Streets ighwa3 s code, which is the enabling legislation, also specifies that certain additional info_ be pi ovided. You will find all of the required information contained in our report. We have provided you with.eight copies, five;for the` City Cour cil, one for the City Clerk, one for City Attorney and one.:for yourself. Thank you for your continued support. Sincerely, Jaime Watts, Executive Director Downtown Lodi Business Partnership 2038309 ENDORSED FILED In the office el Me Secretary of State of the State of Canaria ARTICLES OF LNCORPORAnON OF MAR 31 M DOWNTOWN LODI BUSINESS PA)t't[7YEX$HW A California Nonprofit Mutual Benellt Corporation Blu mME� n Stn! One: The name of the corporation is Downtown Lodi Business Partnership (A California Nonprofit Mutual Benefit Corporation). Two: This corporation is a nonprofit mutual benefit corporationorganised under tho Nonprofit Mutual Benefit CorporationLaw. 'The purpose of this corporation Is to engage in Lay law1l act or activity for which a corporation may be organized under such law. Suchpurposei for which this corporation is formed are to promote and improve the downtown Lod; business area, to generally improve business conditions in tho downtown area, and to generally enhance the downtown area oftbe City ofLodi. Notwithstanding any otber provision o fthese articles, this corporation shall not cngaga In any activities cs: exercise any powers that are not in furtherance of the purposes of this corporation. Three: The name and address of the corporation's initial agent for service cf process is Ronald M, Backman, Fscl.. 1 11 N, Church Street, Lodi, California, 95240. a Four: The right to determine the consideration for which membershipswiil be issued shalt be vested in the Regular Members, to be, determined by a majority vote ofthe Regular Mernbera in good standing. Five: No pan of the not etrnings of the corporationshall inure to the benefit of any member or private shareholder, as defined for purposes of Section 501 (c) (5) of the Itnerrnal Revenue Code of 1954. Dated: March3l, AML Ronald M. Beckman, lndorporstor 2009 ANNUAL REPORT Items listed 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 improverwilts-are planned. Budget for the'. endar year is enclosed. The budget details a sources of income and projected expenses. A Benefit Fee ScheduR and a Map of therBusiness Improvement Area are enclosed. -.4 Ii—le O W Z W H - > WLU H �Uj<- 0 O O J a Z LLO Z Z Z Z aLL W V z P 0Ww ?� W N W D tN a Downtown Lodi Business Partnership Proposed Budget January], 2009 through December 31, 2009 Income Assessment Fees 38000.00 City of Lodi 31950.00 Event Revenue 27000.00 Farmers Market 55000.00 Parade of Lights 15000.00 Street Banner Program 3000.00 Grape Festival Youth Parade 1000.00 Community Trick -or -Treat & Fall Fest 300.00 Winterfest 2500.00 Miscellaneous Events & Sales 5000.00 Total Income 151750.00 Expenses 600.00 Event Expenses 250.00 Farmers Market 27000.00 Parade of Lights 3000.00 Street Banner Program 600.00 Grape Festival Youth Parade 700.00 Community Trick -or -Treat & Fall Fest 500.00 Winterfest 2500.00 Miscellaneous Events & Sales 1000.00 Marketing Expenses Advertising, Marketing & Promotions 4000.00 Travel 1800.00 Public Relations 1000.00 Seminars & Conferences 1500.00 Website 2000.00 Membership Expenses Newsletters 600.00 Quarterly Mixers 250.00 Plaques & Trophies 400.00 Sunshine Committee 500.00 Revitalization Expenses Downtown Beautification 5000.00 Kiosk Maintenance 1500.00 Administrative Director's Salary 47100.00 Staff Wages 12000.00 Payroll Taxes 5200.00 Contract Labor 500.00 Insurance 12000.00 Professional Fees 2700.00 Rent 4800.00 Storage 2000.00 Office Supplies 4000.00 Office Equipment 500.00 Bank & Merchant Fees 600.00 Postage 500.00 Utilities (phone, internet, etc.) 6000.00 Total Expenses 151750.00 '2 AM Downtown Lodi Business Partnership Will 7/09 Profit & Loss Cash Basis January through December2008 Marketing Expenses Advertising& Promotions 4,615.50 Mileage& Meetings 803.74 Public Realtions 85.00 Seminars & Marketing Campaigns 254.32 Page 1 Jan - Dec 08 Ordinary I ncome/Expense Income City of Lodi Funds 35,000.00 MemberAssessment Fees 41,190.00 Event Revenue Advertising & Promotion Revenue 2,855.00 Beverage Sales 25, 749.90 Parade Entry Fees 6,515.00 Sponsorship 19,806.00 Vendor Fee 31,09100 Other Income 6,769.63 Total Event Revenue 92,786.53 Total Income 168, 976.53 Expense Administrative Expenses Licenses& Permits 20.00 Bank Service Charges 628.15 Contract Labor 1,107.50 Dues and Subscriptions 178.70 Insurance -D& O and State Fund 1,529.13 Insurance- Events Liability 5,722.32 Interest 300.22 Miscellaneous 45.00 Office Maintenance& Repairs 689.49 Office Supplies 4,468.50 Payroll Expenses Director's Wages 47,649.77 Staff Wages 8,567.72 PayrollTaxes 5,390.38 Total Payroll Expenses 61, 607.87 Penalties 220.00 Professional Fees 2,138.25 Rent 6,320.00 Security 130.55 Taxes 10.00 Utilities 5,196.14 Total Administrative Expenses 90,311.82 Event Expenses Advertising 11,972.40 Awards/Banners/Posters 3,28154 Beverage Expense 23,449.03 Entertainment 8,312.90 EquipmentRental 1,542.86 Labor/Repairs 8,968.72 License/Permits/Inspection 1,957.61 Mileage& Meetings 43.51 Other Expense 0.00 Postage& Delivery 438.40 Marketing/ Promotions 1,351.09 Sanitation 2,074.26 Supplies 3,203.78 Total Event Expenses 66,596.1) Marketing Expenses Advertising& Promotions 4,615.50 Mileage& Meetings 803.74 Public Realtions 85.00 Seminars & Marketing Campaigns 254.32 Page 1 °2AM Downtown Lodi Business Partnership Uoi17/09 Profit & Loss Cash Basis January through December2008 Net Ordinary Income Other Income/Expense Other Income Insurance Proceeds Received Interest Income Total Other Income Other Expense. Casualty/Theft Loss Total Other Expense Net Other Income Net Income 1,284.79 2,730.00 4.57 2,734.57 3,230.00 3,230.00 -495.43 789.36 Page 2 Jan - Dec 08 Total Marketing Expenses 5,758.56 Membership Labor/Repairs 60.00 Newsletter 110.00 Plaques& Trophies 75.04 Postage and Delivery 493.32 Quarterly Mixers 260.00 Sunshine Committee 614.50 Total Membership 1,612.86 Revitalization Kiosk Update 555.36 Map & Directory Brochures 1,740.00 Downtown Beautification Supplies 407.04 LaborlRepairs 710.00 Total Downtown Beautification 1,1 17.04 Total Revitalization 3,412.40 Total Expense 167,691.74 Net Ordinary Income Other Income/Expense Other Income Insurance Proceeds Received Interest Income Total Other Income Other Expense. Casualty/Theft Loss Total Other Expense Net Other Income Net Income 1,284.79 2,730.00 4.57 2,734.57 3,230.00 3,230.00 -495.43 789.36 Page 2 `7 AM Downtown Lodi Business Partnership ots/17/09 Balance Sheet Cash Basis As of December 31,2008 Total Current Assets 135.72 Fixed Assets Office Equipment 12,491.31 Furniture& Fixtures 2,712.99 Accumulated Depreciation -9,985.63 Total Fixed Assets 5,218.67 TOTALASSETS Dec 31, 08 ASSETS CurrentAssets Checking/Savings Farmers & Merchants Bank -36.00 Savings Account 79.48 Petty Cash 92.24 Total Checking/Savings 135.72 Total Current Assets 135.72 Fixed Assets Office Equipment 12,491.31 Furniture& Fixtures 2,712.99 Accumulated Depreciation -9,985.63 Total Fixed Assets 5,218.67 TOTALASSETS 5,354.39 LIABILITIES& EQUITY Liabilities Current Liabilities Other Current Liabilities Payroll Liabilities 2,275.21 Total Other Current Liabilities 2,275.21 Total Current Liabilities 2,275.21 Total Liabilities 2,275.21 Equity Retained Earnings 2,289.82 Net Income 789.36 Total Equity 3,079.18 TOTAL LIABILITIES& EQUITY 5,354.39 Page 1 i rte.; DOWNTOWN LODI BUSINESS PARTNERSHIP BENEFIT FEE SCHEDULE BUSINESS TYPE Retailers/Restaurants * Service 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 cf employees - eitherfull-time, or the equivalent made up Gf multiple employees. BUSINESS TYPE DEFINITIONS: Retail and Restaurant — Businesses that buy and resell goods. Examples would be clothing stores, shoe stores, office supplies, as well as businesses that sell prepared food and drinks. Service Businesses — Businesses that sell services. Examples are beauty and barber shops, repair shops, lodging, most automotive -oriented businesses, entertainment businesses such as theaters, etc. Professional Businesses — Includes architects, engineers, attorneys, dentists, doctors, 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 95240 209.369.8052 phone 209.369.8053 fax www.downtownlodi.com van - ON 4"& dorm 2009 Calendar of Events Downtown Farmers Market Every Thursday beginning Junah through September 24th Music in the Street Saturday, June&h 4te Annual 'mac in Lodi" Car Show Saturday, August 1' 7=°d Grape Fertival Youth Parade Saturday, September 19" Downtown Trick -or -Treat & Fall Festival Saturday, October 31' 114'' Annual Parade of Lights Thursday, December Td Downtown Winterfest Horse Drawn Carriage Rides& Holiday Festivities Saturday, December 5t''& 12th 2010 Calendar of Events Downtown Farmers Market Every Thursday beginning June 3' through September 30th Music in the Street TBA 5'6 Annual "Sh in Lodi" Car Show Saturday, July315t 73rd Grape Fertival Youth Parade Saturday, September 18th Downtown Trick -or -Treat & Fall Festival Saturday, October 36' 15'6 Annual Parade of Lights Thursday, December 2"d Downtown Winterf est Horse Drawn Carriage Rides& Holiday Festivities Saturday, December 4th& 11th DOWNTOWN LODI BUSINESS PARTNERSHIP EVENTS FARMERS MARKET OVERVIEW Downtown Lodi Business Partnership hosts The Downtown Certified Farmers Market. The family friendly market is held every Thursday evening beginning in June throughout the end of September. Over 25 certified farmers offer an array of fresh produce and flowers. 50 homemade and commercial arts and craft vendors line the streets of downtown attracting over 5,000 attendees each week. An upscale beer garden which offers Lodi's local brew is located adjacent from the entertainment stage. The stage hosts live music performed by local bands, along with dance performances, comedy acts and competitions. A wine garden featuring downtown's wine tasting rooms is accompaniatedby music. The entertainment also includes theme nights such as Hawaiian, Mardi Gras, Country Western and Patriotic, where there are free giveaways, contests and family fun. The Food Court accompanies the market offering a wide variety of choices including hot dogs, BBQ, salads, Philippine cuisine, snow cones, smoothies and more. A Kids Zone invites kids of all ages to jump in bouncing houses, get their face painted and interact with clowns, balloon artists and animals. The Farmers Market is Lodi's summer signature event that has something for everyone! New Developments and Future Plans for Farmers Market - Contracted with UCP for clean-up on early Friday mornings during the Farmers Market season. The increased attendance of the market has caused a need for added clean-up. The DLBP and UCP is committed to making downtown look clean and attractive after the market and in perfect time for the weekend welcoming out -of -town visitors and our community. - Added a Wine Garden which highlights all four downtown wine tasting rooms; cellardoor, Grands Amis, Benson Ferry and Dancing Fox. The Wine Garden is set up on the North end of the market to stimulate more activity and to offer a variety of atmospheres. - Is providing a photograph and copy each week to the Lodi News Sentinel profiling a Farmers Market vendor. The editorial piece is published in every Thursday's newspaper which increases visibility of the event. PARADE OF LIGHTS OVERVIEW The Downtown Lodi Business Partnership presents the annual Parade of Lights — a magical holiday parade that illuminates the streets of downtown Lodi. The countless lights, floats, marching bands, dance groups and themed vehicles will entertain thousands of viewers on the first Thursday in December at 6:17 p.m. along the streets of downtown. The one mile route begins on Pine Street and continues down Church Street, Lodi Avenue, School Street and Locust. A brilliantly lit horse-drawn carriage kicks off the festivities featuring the grand marshal. The spectacular parade concludes with holiday cheer from Santa Claus riding atop a Lodi fire truck. Over 50,000 people of all ages line the streets of downtown. The Downtown Lodi Business Partnership invites all to be part of this signature event, Parade of Lights, which has become a cherished family tradition. New Developments and Future Plans for Parade of Lights - Working on creating even more exposure of the parade and encouraging tourism to Lodi by submitting event information and photos to a variety of publications and media in the Northern California region. GRAPE FESTIVAL YOUTH PARADE OVERVIEW On the Saturday of the Grape Festival, the youth of Lodi parade the streets of downtown incorporating the theme of the event which takes place in September. Participants are given free entry into the Grape Festival the day of the parade, ribbons, goodie bags, snacks and the chance to win a trophy for win, place or show in various categories. New Developments and Future Plans for Grape Festival Youth Parade - To increase participation in the parade, over 10,000 applications were distributed to the the elementary schools, churches and community service groups. - To reduce costs, the DLBP is actively obtaining donations. - Has developed a sponsorship package and is securing financial supporters increasing revenue to ensure the traditional event will persist. - Scheduling walking vendors selling kettle corn, cotton candy, snow cones and more to create a more festive environment for the spectators. - Is partnering with the Grape Festival to cross promote our events and to raise awareness of the event. DOWNTOWN TRICK-OR-TREATAND FALL FESTIVAL OVERVIEW The merchants downtown invite the community to trick -or -treat at their establishments on the Saturday before Halloween between 12 noon and 4 p.m. The Fall Festival has many family activities which include; live music, a food court, pumpkin painting, petting zoo, face painting and costume contests. New Developments and Future Plans for Downtown Trick -or -Treat and Fall Festival - Contacting local talent agencies, colleges and performing arts groups to find acts such as; stilt walking, unicycling and clowns to create a more of a carnival experience. - Working with a church group to help put on traditional carnival games and contests. - Contacting farmers to start a pumpkin contest; largest, strangest, etc. WINTERFEST OVERVIEW Downtown Lodi celebrates the holiday season throughout the month of December and decorates the streets with lights, a 25' Christmas tree, holiday banners and fresh swags assembled by local boyscouts on the street poles. On the first two Saturdays, a horse-drawn carriage offers rides for only $1 per person and trots along the streets of downtown. The merchants downtown display their holiday spirit and compete for the best decorated window and lighted storefront. New Developments and Future Plans for Winterfest - Scheduling Christmas carolers to stroll the streets adding holiday ambiance. - Encouraging merchants to host their holiday open houses on the scheduled Saturdays. - Exploring the possibility of having homemade holiday craft vendors. ANNUAL "STUCK IN LODI" CAR SHOW The American Steel Car Club in conjunction with the DLBP hosts the annual "Stuck in Lodi" Car Show down- town in the month of August. Street rods and classic cars line the streets of downtown Lodi accompanied by a poker walk, live music, raffles, and awards. MUSIC IN THE STREET Downtown's newest event presented by Temple Baptist Church hosts a free concert on the Elm Street Starburst. The concert geared to the younger crowd on a Saturday night, provides a safe and entertaining evening. DLBP's Marketing Current Activities and Future Plans BRAND IMAGE CAMPAIGN - New Logo A logo has been designed and is being used in all marketing materials and signage. The logo incorporatesthe three things downtown is well known for - Shop, Wine & Dine. The logo has a fresh and welcoming feel and creates a positive image for downtown. - Revamped Brochure The downtown brochure is a visual marketing piece that is distributed throughout Lodi in various hotels, establishments, the Chamber of Commerce, Wine & Visitors Center, and is mailed to out-of- towners that enquire through phone or e-mails for downtown information. Brochures are also given to Visit Lodi to use in their market efforts outside of Lodi. It is planned to update the brochures every two to three years. - Develop, Install and Maintain Kiosks and Maps The maps inside the kiosks and used in the brochures have been updated and installed in the kiosks for tourists. The maps are planned to be updated and printed every two to three years depending on the turnover of businesses and budgeted costs. On a weekly basis, posters for various events submitted by the community are posted in the kiosks for public viewing. WEBSITE - Web Design The DLBP website is very appealing and user-friendly. Photos and information are constantlybeing uploaded. The DLBP maintains and updates the website on a regular basis. - Statistics The DLBP website is averaging over 25,000 hits per month and is increasing every month. The partnership is driving traffic to the website by using the web address on all marketing material, linking and cross marketing with other websites. - Website Components The website is very user-friendly and is a huge resource for information about the downtown businesses, the organization, the events, available properties, classifieds and blog. A new component that allows views to interactivelyvote on future contests has been created and the organization is planning ways to utilize the new source. DOWNTOWN BEAUTIFICATION - Street Light Banners DLBP designs, purchases and hangs banners from the street poles. These banners include a standard banner with DLBP logo, Farmers Market banners, Cycle Fest banners and holiday banners. The organization also has an attachment banner program to provide advertising opportunities to local businesses. - Flower Planting of City Pots The DLBP has created a flower potting contest among the downtown merchants and has been replacing flowers as needed to provide a beautiful backdrop of downtown for the community and tourists to enjoy. The organization plans to continue the contest and maintenece of the flowerpots. - Sidewalk Power Washing Project The DLBP has planned to powerwash the streets and sidewalks after the Farmers Market season within the closures and outlining areas. - Downtown Holiday Decorations The DLBP purchases, installs and decorates a 25' Tree in Post Office Plaza, hangs Holiday Banners, and purchases fresh swags from the local Boy Scouts to place on every street corner post. MEDIA RELATIONS - TV Spots on Good Day Sacramento and Channel 13 News TV stations have responded to press releases and have covered downtown events and promotions on location and in studio. The DLBP is currently working with Comcast to consider local television ads to heighten awareness of downtown and our events. - Radio Spots on KJOY The DLBP records 30 second radio spots in studio inviting the public (from Modesto to Sacramento) to attend the downtown Lodi events. There is no cost to the organization, but the exposure is priceless. - News Articles in Lodi News -Sentinel, Stockton Record, San Joaquin Magazine The DLBP has built and is continuing to build relationships with the editorial staff of many publications to receive positive press and exposure of downtown. The organization is regularly submitting press releases to over ioo media sources throughout Central California. - Network with the Media and Public Through Interactive Web Pages; Twitter, Facebook In addition to the DLBP website, the organization has kept up to date with the interactive web trends. DLBP has over 195 facebook "fans"and 96 Twitter "followers"that are updated on a regular basis. COMMUNITY OUTREACH - Represented Downtown on Committees for City-wide Activities The DLBP was very instrumental in coordinating and promoting the Lodi Cycle Fest. DLBP also had a "downtownteam" at the Relay for Life event at the Grape Festival Grounds. The organization is sponsoring the Lodi Youth Baseball Clinic in Septemberto give back to the community. - Participation in Various Expos promoting Downtown The DLBP has hosted booths at the Stockton Ports games and at the Lodi Baseball Club. Marketing material was passed out, downtown magnets with web address were given to spectators and many contacts were made. The partnership plans to schedule more appearances at events and expos in the future to market downtown outside the Lodi area. MEMBER BENEFITS - Quarterly Mixers The DLBP hosts mixer every quarter at a different downtown restaurant inviting the membership and their employees to visit with their fellow merchants and enj oy appetizers. A Downtown Vision Award is presented to a downtown business that has contributed to the efforts of downtown and there is a variety of material and updates available for the members. - Bi -Monthly Newsletter The DLBP mails out a newsletter at least every couple of months updating the membership on the happenings of downtown and to notify them of any new programs or upcoming events. - Lodi News -Sentinel Tab Insert Every quarter the DLBP submits articles and photographs to the Lodi News -Sentinel to publish a special section highlighting the new businesses to downtown and the upcoming activities - Business Directory and Link on Website Every member is listed on the DLBP website along with their address, phone and a link to their website. If a member does not have a website, the the organization has a program developed to design a page with more detailed information and photos at a minimal cost. - Member Discounts on Marketing Programs The DLBP has developed many marketing opportunities including; attachment banner program, web page design, internet ad and a free classified web ad at a reduced or no cost to the member. DEVELOP RELATIONSHIPS WITH DOWNTOWN PROPERTY OWNERS - Web Advertising The DLBP created a new web component that allows property owners to list their available down- town properties, contact information and photos free of charge. EXPLORE ADDITIONAL FUNDING SOURCES - Joined the California Downtown Association (CDA) The DLBP j oined the CDA and has been utilizing their resources and knowledge to learn the latest trends in funding diversification for non -profits from Social Enterprise Initiatives to Economic Stimulus funds. In late September, the director will be attending a four day convention that directly addresses these options. IN THE WORKS.... - Downtown Lodi Gift Card - Ways to increase and promote a better downtown nightlife - "Battle of the Bars" contestfor the best facelift - Pub Crawl (including bars, wine tasting rooms and restaurants) We will keep youposted on theprogress of these new ideas! Stay tuned! The Downtown Lodi Business Partnership is constantly exploring new ways to betterpromote and market downtown. We will be keeping council and staff updated on theprogress and success of the organization. MISSION STATEMENT The Downtown Lodi Business Partnership, comprised of business owners, professionals and merchants, is a non-profit association developed to encourage growth and prosperity in the Downtown Community of Lodi, and to maintain its economic health on an on-going basis. This will be accomplishedby: • Encouraging development of new businesses, while retaining and revitalizing existing businesses • Promoting retail activityby creating and maintaining a quality environment through coordinated advertising and downtown events • Serving as an advocate for downtown businesses in dealing with local government, maintenance projects, the media and general public 4 West Pine Street, Lodi, Ca 95240 209.369.8052 phone 209.369.8053 fax www.downtownlodi.com ^ ryy 2009 Downtown Marketing 1 The Downtown Lodi Business Partnership has three programs that provide -- c; marketing opportunities for your business. You can pick and choose any combination • that best meets your organization's goals or all three programs at a discounted price! Annual Banner Attachment Program Your annual sponsorship includes an attachment banner with your business name, address and phone number. For an additional $40 you can add your full color logo. Please send a full color, high quality pdf file to jaime@downtownlodi.com.Your banner will be guaranteed a prime location downtown until March 2010.Advertise your business& support downtown! New Sponsorship New Sponsorship Renewal Renewal DLBP Member Non -Member DLBP Member Non -Member $250 year $300 year $200 year $250 year ❑ Sdes! Add my full color logo on both sides of my banner for an additional $40 www„downtowniodi.com web advertisement - 6 month run The Downtown Lodi Business Partnership has advertising space available on www.downtown!odi.com.The website averages over 20,000 hits per month and is the official site for downtown events and promotions. You can provideyour own .jpg artwork that is 430 pixels wide x 60 pixels high, or for an additional $25 the DLBP will design your advertisement for you. Your web advertisement Will run for 6 months.Visit the website and view the banner ads at the bottom for examples.The exposure is priceless! Website Page linked to wrvuv.downtownlodi.com If you don't have your own website, but want your business highlighted with photos and detailed information, the DLBP can custom design a page for you that links to downtown's website. We will come to your establishment, take photos, gather information and design a page that links to w.downtownlodi.com. If you are a DLBP member, your page will be linked to your business listing under your category, if you are a non-member, your page will be linked to a listing under the "Friends of Downtown” category. For an example of an existing website page visit the website, downtown businesses, category "Specialty Home", McKinley's Frame Shop. Menu for DLBP Members ❑ Banner Program $ (Amount from above) ❑ WebsiteAd $50 for 6 months ❑ Web Ad Design $25 ❑ Website Page $40 Bundle Package for all 3 Programs! Fi Only $345 A Savings of $60! Includes Full Color BannerAttachment & WebAd Design Business Name: Menu for Non-DLBP Members F] Banner Program $ (Amount from above) ❑ WebsiteAd $75 for 6 months ❑ Web Ad Design $25 ❑ Website Page $50 Bundle Package for all 3 Programs! Only $430 A Savings of $60! Includes Full Color Banner Attachment & WebAd Design Contact Name: Address: Phone: Fax: e-mail: Total Amount Enclosed:$ Comments/Location Request: Return application & payment to DLBP, P.O. Box 1565, Lodi, CA 9524I RESOLUTION NO. 2009-117 A RESOLUTIONOF INTENTIONTO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENTAREA NO. 1, ESTABLISHING PUBLIC HEARING DATE, AND APPROVING ANNUAL REPORT WHEREAS, Downtown Lodi Business ImprovementArea No. Iwas established December 17, 1997, by City Council adoption of ordinance 1654; and WHEREAS, the annual report as required by Streets and Highways Code §536533 has been submitted to the Council bythe Board of Directors of said improvement area. NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine, and finds as follows: 1. Approves the Annual Report as submitted, said report being on file with the City Clerk. 2. Establishes September 2, 2009, in the City Council Chambers, 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 Highways Code §36534- 3. It is the intention of the City Council to levy and collect assessments within the parking and business improvementarea for calendar year 2010 (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 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 include in the Annual Report, ExhibitA, and incorporated by reference. 6. At the time of the public hearing, written and oral protests may be made. The form and mannerof protests shall comply with Streets and Highways Code § 36524 and 36525. Date: August 19, 2009 hereby certify that Resolution No. 2009-117 was passed and adopted by the Lodi City Council in a regular meeting held August 19, 2009, by the following vote: AYES: COUNCIL MEMBERS— Hitchcock, Johnson, Katzakian, Mounce, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS—None ABSTAIN: COUNCIL MEMBERS—None aH L City Clerk 2009-117 Please immediately confirm receipt of this fax by calling 333-6702 CITY OF LODI P. O. BOX 3006 LODI, CALIFORNIA 9524 1-1 91 0 ADVERTISING INSTRUCTIONS SUBJECT: PUBLIC HEARING TO CONSIDER LEVY OF ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENTAREA NO. 1 PUBLISH DATE: SATURDAY, AUGUST 22,2009 TEAR SHEETS WANTED: One (1) please SEND AFFIDAVIT AND BILL TO DATED: THURSDAY, AUGUST 20,2009 ORDERED BY: RANDI JOHL CITY CLERK ,16NNIFER Mj ROB SON, CMC ASSISTANT CITY CLERK RANDI JOHL, CITY CLERK City cf Lodi P.O. Box 3006 Lodi, CA 95241-1910 MARIA BECERRA ADMINISTRATIVE CLERK Faxed to the Sentinel at 369-1084 at (time) on (date) (pages) AS Phoned to confirm receipt of all pages at (time) CF' MB JMP (initials) fomiAadvins.doo FOFC1 DECLARATION OF POSTING PUBLIC HEARING TO CONSIDER LEVY OF ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENTAREA NO. 1 On Friday, August 21, 2009, in the City of Lodi, San Joaquin County, California, a copy of a Notice of Public Hearing to consider levy of annual assessment for Downtown Lodi Business ImprovementArea No. 1 (attached hereto, marked Exhibit ""A)was posted at the following four locations: Lodi Public Library Lodi City Clerk's Office Lodi City Hall Lobby Lodi Carnegie Forum I declare under penalty cf perjurythat the foregoing is true and correct. Executed on August 21, 2009, at Lodi, California. NIFER KW ROBISON, CMC ASSISTANT CITY CLERK N:\Administration\CLERK\Fonns\DECPOST 1 -DOC ORDERED BY: RANDIJOHL CITY CLERK MARIA BECERRA ADMINISTRATIVE CLERK NOTICE OF PUBLIC HEARING RESOLUTION NO. 2009-117 A RESOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWNLODI BUSINESS IMPROVEMENTAREA NO. 1, ESTABLISHING PUBLIC HEARING DATE, AND APPROVING ANNUAL REPORT WHEREAS, Downtown Lodi Business Improvement Area No. Iwas established December 17, 1997, by City Council adoption of ordinance 1654; and WHEREAS, the annual report as required by Streets and Highways Code $536533 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 finds as follows: 1. Approves the Annual Report as submitted, said report being on file with the City Clerk. 2. Establishes September 2, 2009, in the City Council Chambers, 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 Highways 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 2010 (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 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 include in the Annual Report, ExhibitA, 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 complywith Streets and Highways Code § 36524 and 36525. Date: August 19,2009 ---------------------------------------------------------------------------- ---------------------------------------------------------------------------- hereby certify that Resolution No. 2009-117 was passed and adopted by the Lodi City Council in a regular meeting held August 19,2009, by the following vote: AYES: NOES: ABSENT: ABSTAIN COUNCIL MEMBERS— Hitchcock, Johnson, Katzakian, Mounce, and Mayor Hansen COUNCIL MEMBERS— None COUNCIL MEMBERS— None COUNCIL MEMBERS— None 2009-117 CITY COUNCIL LARRY D. HANSEN, Mayor PHIL KATZAKIAN, Mayor Pro Tempore SUSAN HITCHCOCK BOBJOHNSON JOANNE MOUNCE 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.lodi.gov citvclerk aalodi.gov August 21,2009 Jamie Watts Executive Director Downtown Lodi Business Partnership P.O. Box 1565 Lodi, CA 95241-1565 BLAIR KING, City Manager RANDI JOHL, City Clerk D. STEPHEN SCHWABAUER City Attorney RE: RESOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC HEARING DATE, AND APPROVING ANNUAL REPORT The Lodi City Council, at its meeting of August 19, 2009, adopted the enclosed resolution of intention to levy annual assessment for Downtown Lodi Business Improvement Area No. 1, establishing the public hearing date of September 2, 2009, and approving the Annual Report. Should you have any questions, please feel free to contact the City Clerk's Office. Sincerely, J nifer M. obison Assistant City Clerk JMR Enclosure fol lowup/lTransmi ttal.doc