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Home My WebLink AboutAgenda Report - August 15, 2012 I-01 PHAGENDA ITEM 7:00 CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Approve Downtown Lodi Business Partnership 2012 Annual Report, Adopt Resolution of Intention to Levy Annual Assessment, and Set a Public Hearing for September 19,2012 to Considerthe Proposed Assessment MEETING DATE: PREPARED BY: August 15,2012 Deputy City Manager RECOMMENDEDACTION: Approve the Downtown Lodi Business Partnership (DLBP) 2012 Annual Report, adopt a Resolution of Intentionto levy the annual assessment, and set a public hearing for September 19, 2012 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 report for 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 2012 Annual Report and 2013 levy of assessment. 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 intentto change boundaries of the parking and business improvement area or in any benefitzone within the area if changes are being proposed. FISCAL IMPACT: The City does not charge the DLBP a fee to collect and distributethe assessment. FUNDING AVAILABLE: Not applicable. -mac J*ordn yers Deputy City Manager APPROVED: 4 Konradt Bartlam, City Manager DOWNTOWN LOM BUSINESS PARTNERSHIP 2012 ANNUAL REPORT B.I.D. INFORMATION California Streets and Highway Code Requirements Articles of Incorporation Benefit Fee Schedule Map of Zoned Business Improvement District Mission Statement BUDGET & FINANCLU S Funding & Expense Flow Chart 2012 Proposed Budget 2o11 Balance Sheet 2011 Profit & Loss Statement 2012 2— Quarter Balance Sheet 2012 2^ Quarter Profit & Loss Statement DOWNTOWN EVENTS 2012 & 2013 Calendar cf Events Event Highlights DOWNTOWN MARKETING & CAMPAIGNS Marketing Activities and Plans DLBP Marketing Material Prepared by Jaime Watts,Executive Director August 1,2012 Mr. Rad City of L 221 W. F Lodi, CO Re: DLB Dear Mr. Section ] Improve and buds In additi also spec informal We have Thank yi Sincerel3 Janne Watts, Executive Director Downtown Lodi Business Partnership odi Business ar annual report bling legislation, f the required 2012 ANNUAL Items listed and Highway Code: Area are enclosed. Z03S309 ENDORSED FILED in the office of Me Stcretary of State of the Stat! of Calif=4 ARTICLES OFLNCORPORATION OF MR3 1 1 8 DOWNTOWN LODI BUSINESS PAIKTNERSDTP blt� iiflNR, n f+14t:te A California Nonprofit Mutual Rettenc Corporation One: The name of che co? pej ration is Dawntown Lcdi Business P&rtaership (A California Nonprofit Mutual Benefit Corponslion) 'Two: TNs corporation ii z nonprofit mucus! benefit corporj6on orginiud under the Nonprofit Mutual 9enefit Corponttion Law.'Th.purposa of this corporation is to ensags in my lawful act or activity for which a torporalion may ba cvganiztd undrr tuoh law, Such purpos44' far wKle-h this eorporalion is formed are to promote and improvc the dQwnicswnL-¢d+ business urs, to imc-rdly improvo bushtaas conditions inthodownlown ue.% and to r—neraily cnrancc the duwntowa aria of L14 City of Lodi, Notwidntindin,; &n� other provision of those articles, thio corporation stuIl not engage in tory Acd-vidis or exorcise any powers the; aro not in furtherance of the purposes of this corporulon Thenars. vd sddrus of the corlxsration's'initlaI aunt forserviee ofprocais is Ronald M. Seekmia, Esq., I1IN. Church Streei, Lodi, Ciali(ornia, 95240. Four: nc riYht to dcter6nc the considtradon forwhich rncmbcr7hips evil: be issued Fh4l b: vtstcd in the R,!Viu Mcmbcrs, to be detetmined by 6rn4arity vote orthe kegular M=nbers in good standing. Five: No part of the ne, s Lmt Aga ot` ttse corporation shall inure to Lhe b me,"k of my m4mbcr orprintc shareholder, asde5ncd forpurpose.s of Section 501 (c) (5j oftheItnemal Revenue Code of 1954. Dattsd: March 3 I, 1996 uA &-6&, Ronxtd M.Becianzn, lncorporstor L -0-D-1 BUSINESS DOWNTOWN LODI BUSINESS PARTNERSHIP BENEFIT FEE SCHEDULE BUSINESS TYPE Retail ers/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 - either full-time, or the equivalent made up of 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 209369.8052 phone 209.369.8053 fax www.downtownlodi.com UOtJk',ITOt-t,P LOOT L'115INESS PAI{TNERS1111, EXHIBITDI 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-goingbasis. This will be accomplishedby: • 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 a 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 L D•I II)t ti I \ I -N� TuT.arketinV Downtown Lodi Business Partnership Proposed Budget January I, 2012 through December 31, 2012 Income Assessment Fees 40000.00 City of Lodi 24225.00 Event Revenue Farmers Market 101000.00 Parade of Lights 11000.00 Street Banner Program 500.00 Miscellaneous Events & Sales 0.00 Total Income 176,725.00 Expenses Administrative Director's Salary 47500.00 Staff Wages 0.00 Staff Phone 1800.00 Mileage & Meetings 1800.00 Payroll Taxes 6500.00 Contract Labor 10000.00 Event Commission 3000.00 Insurance 8000.00 Professional Fees 2000.00 Rent 4800.00 Storage 780.00 Office Supplies 3500.00 Office Equipment Lease 5000.00 Bank & Merchant Fees 2100.00 Postage 300.00 Utilities (phone, internet, alarm, etc.) 3500.00 Marketing Expenses Advertising, Marketing & Promotions 2900.00 Public Relations 600.00 Seminars & Conferences 1000.00 Website 1500.00 Membership Expenses Newsletters 300.00 Quarterly Mixers 200.00 Plaques & Trophies 300.00 Sunshine Committee 200.00 Revitalization Expenses Downtown Beautification&. Flowers Kiosks (maps, printing, maintenance) Event Expenses Farmers Market Parade of Lights Street Banner Program Winterfest Passport Promotions Miscellaneous Events & Sales Total Expenses 1000.00 1500.00 61000.00 4200.00 525.00 80000 120.00 0.00 176,725.00 8;52 AM Downtown Lodi Business Partnership 05/14/12 Balance Sheet Cash Basis As of December 31, 2011 Dec 31, 11 ASSETS Current Assets Checking/Savings Farmers Savings 77.14 Farmers 8 Merchants Bank 139.86 Petty Cash 124.69 Total Checking/Savings 341.69 Accounts Receivable Accounts Receivable -140.00 Total Accounts Receivable -140.00 Total Current Assets 201.69 Fixed Assets Office Equipment 12,959.98 Furniture& Fixtures 2,712.99 Accumulated Depreciation -9,985.63 Total Fixed Assets 5,687.34 TOTAL ASSETS 5,689,03 LIABILITIES 8 EQUITY Equity Retained Earnings 1,474.72 Net Income 4,414.31 Total Equity 5,889.03 TOTA-LIABILITIES a EQUITY 5,889.03 Page 1 8:53 AM Downtown Lodi Business Partnership 05/14/12 Profit & Loss Cash Basis January through December2011 Ordinary Income[Expense Income Member Assessment Fees City of Lodi Funds Event Revenue Advertising & Promotion Revenue Beverage Sales Parade Entry Fees Sponsorship Vendor Fee Other Income Total Event Revenue TNT Fireworks Return Check Charge Friends of Downtown Other Income Total Income Expense Administrative Expenses Bank Service Charges Merchant Fees Bank Service Charges. Other Total Bank Service Charges Contract Labor Dues and Subscriptions Equipment Lease Insurance -0 & 0 and State Fund Insurance- Events Liability Interest Licenses & Permits Office Maintenance& Repairs Office Supplies Payroll Expenses Director's Wages Payroll Taxes Cell Phone Mileage& Meetings Director's Event Commission Total Payroll Expenses Postage Professional Fees Accounting/Payroll Fees Total Professional Fees Rent Office Storage Rent• Other Total Rent Security Sponsorship Sales Commission Telephonellnternet Total Administrative Expenses PriorYears Taxes Marketing Expenses Advertlsing & Promotions Annual Banner Program Advertising & Promotions • Othei Total Advertising & Promotions Jan - Dec 11 42,307.00 19,240.00 1,325.77 49, 673.47 8,168.00 19,400.00 34,837,41 4,641.00 118,045.65 37,146.49 621.00 250.00 1,512.67 219,122.81 1,631, 68 417.44 2,049.12 10,382.50 202.00 5,096.30 672.00 7,121.52 37.46 50.00 969.37 3,749.82 42,635,58 10,978.35 1,725.00 1,725.00 7,637.43 64, 701.36 487.21 1.914.00 1,914.00 5,460.00 715.00 0.00 6,175.00 655.00 2.570.00 2,938,23 297.97 349.00 109,770.69 0.00 646.97 Page 8:53 AM Downtown Lodi Business Partnership 05/14/12 Profit & Loss Cash Basis January through December 2011 Public Realtions Seminars & Marketing Campaigns Website Total Marketing Expenses Membership Plaques & Trophies Postage and Delivery Quarterly Mixers Total Membership Revitalization Downtown Beautification Supplies LabortRepairs Total Downtown Beautification Kiosk Update Total Revitalization Event Expenses Awards/Barnners/Posters Beverage Expense Entertainment Equipment Rental Labor/Repairs License/Permits/Inspection Location Rent Lodi Public Saitey Surcharge Postage & Delivery Marketing! Promotions Sales Tax Signage Sanitation Supplies TNT Fireworks Total Event Expenses Total Expense Net Ordinary Income Net Income Jan -Dec 11 496.77 139.00 1.507.24 2,789.98 321.26 309.84 130.59 761.69 555.73 580.00 1,135.73 563.06 1,698.79 79.71 45,643.99 6,750.00 415.32 7.918.74 3,684.55 1,450.00 1,218.75 10.95 674.00 2,919.00 3,070.89 5,106.01 2,276.46 18.468.78 99,687.15 214,708.50 4,414.31 4,414.31 Page 2 Downtown Lodi Business Partnership Balance Sheet Cash Basis As of June 30,2012 TOTAL ASSETS Jun 30.12 ASSETS 492.05 CurrentAssets CheckingJSavings 3,756.82 Farmers Savings 47.14 Farmers & Merchants Bank 16,824.75 Petty Cash 173.69 Total Checking/Savings 17,045.58 Accounts Receivable Accounts Receivable -140.00 Total Accounts Receivable -140.00 Total CurrentAssets 16,905.58 Fixed Assets Office Equipment 12,959.98 Furniture& Fixtures 2,712.99 Accumulated Depreciation -9,985.63 Total Fixed Assets 5.687.34 TOTAL ASSETS 22,592.92 LIABILITIES 8 EQUITY 492.05 Liabilities Current Liabilities 3,756.82 Accounts Payable 18.344.05 Accounts Payable -10.30 Total Accounts Payable -10.30 Other Current Liabilities Payroll Liabilities Withhold from Employees 502.35 Total Payroll Liabilities 502.35 Total Other Current Liabilities 502.35 Total Current Liabilities 492.05 Total Liabilities 492.05 Equity Retained Earnings 3,756.82 Net Income 18.344.05 Total Equity 22,100.87 TOTAL LIABILITIES a EQUITY 22.592.92 Page 1 Downtown Lodi Business Partnership Profit & Loss Cash Basis January through June 2012 Ordinary Income[Expense Income MemberAssessment Fees City of Lodi Funds Event Revenue Sponsorship Vendor Fee Other Income Total Event Revenue Total Income Expense Administrative Expenses Bank Service Charges Bank Fees Merchant Fees Total Bank Service Charges Contract Labor Dues and Subscriptions Equipment Lease Insurance -D & O and State Fund Insurance - Events Liability Office Maintenance 8 Repairs Office Supplies Payroll Expenses Director's Wages Payroll Taxes Cell Phone Mileage & Meetings Director's Vacation Director's Event Commission Total Payroll Expenses Postage Professional Fees Accounting/Payroll Fees Total Professional Fees Rent Office Storage Total Rent Security Sponsorship Sales Commission Telephonellnternet Total Administrative Expenses Prior Years Taxes Marketing Expenses Advertising & Promotions Annual Banner Program Advertising & Promotions - Other Total Advertising & Promotions Mileage 8 Meetings Public Realtions Seminars& Marketing Campaigns Website Total Marketing Expenses Revitalization Downtown Beautification Labor/Repairs Jan -Jun 12 38,331.00 12,115.00 15,000.00 32,935.00 2,120.00 50,055.00 100,501.00 62.00 767.28 829.28 7,135.00 215.00 3,482.19 1,382.00 4,490.00 480.48 2,540.97 23,7B6.52 2,630.55 900.00 900.00 2,652.92 6,313.61 37.183.60 394.30 1,075.00 1,075.00 3,780.00 455.00 4,235.00 340.00 2,050.00 1,306.34 129.14 50.00 250.00 67.139.16 3,937.80 179.14 15.60 455.29 75.84 286.50 1,012.37 Page 1 Downtown Lodi Business Partnership Profit & Loss Cash Basis January through June 2012 Downtown Beautification- Other Total Downtown Beautification Kiosk Update Total Revitalization Event Expenses Enterlainment Equipment Rental Labor/Repairs License/Permits/Inspection Refunds Signage Sanitation Supplies Total Event Expenses Total Expense Net Ordinary Income Net Income Jan - Jun 12 tiaa 9n 799.20 515.00 1,314.20 1,200.00 655.00 2,437.24 710.56 150.00 2,150.00 1,361.91 88.71 8,753.42 82.156.95 18.344.05 18,344.05 Page 2 2012 Calendar of Events Valentine's Day Promotion "Couples Passport to Downtown Lover's Lane" Saturday, February 11t" Downtown Farmers Market Every Thursday beginning June 7th through September 27" 7' Annual 40imia in Lodi* Car Show Saturday, August 4th 4" Annual Pall Flavor Pest "The Best of Downtown's Night Life" Saturday, October 13th Downtown Trick -or -Treat A Festival Saturday, October Zr 17"' Annual Paradeof Lights Thursday, December 6th Downtown Winterf-ett Horse Drawn Carriage Rider & Holiday Festivities S&Idays, dates tba 2013 Calendar of Events Valentine's Day Promotion "Couples Passport to Downtown Lover's Lane" Saturday, February 9"' Downtown Farmers Market Every Thursday beginning June 6" through September 26" 8" Annual "SUck in Lodi' Car Show Saturday, August 3' 5" Annual Pall Flavor Pest "The Best of Downtown's Night Life" Saturday, October 12� Downtown Triek-or-Treat & Festival Saturday, October 2e 18" Annual Parade of Lights Thursday, December 5" Downtown Winterfest Hom Drawn Carriage Rider & Holiday Festivities Sah rdffA dates tba 2012 Downtown Marketing The Downtown Lodi Business Partnership has three programs that provide 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 2013, Advertise your business& support downtown! ❑New Sponsorship ❑ New Sponsorship ❑ Renewal ❑ Renewal DLBP Member Non -Member DLBP Member Non -Member $250 yeor $300 yeor $200 yeor $250 yeor ❑ Yes! Add my full color logo on both sides o,fmy bonner for on additional $40 www.downtowniodi.com web advertisement - 6 month run The Downtown Lodi Business Partnership has advertising space available on www.downtownlodi.com.The website averages over 20,000hits per month and is the official site for downtown events and promotions. You can provide your 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 www.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 www.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) ❑ Website Ad $50 for 6 months ❑ Web Ad Design $25 ❑ Website Page $40 Bundle Package for all 3 Programs! Only $345 A Savings of $60! Ij Includes Full Color Banner Attachment &Web Ad Design Business Name: Menu for Non-DLBP Members ❑ 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! Ij Includes Full Color BannerAttachment &Web Ad Design Contact Name: Address: Phone: Fax: e-mail: Total Amount Enclosed: $ Comments/Location Request: Retum application & payment to DLBP, P.O. Box 1565, Lodi, CA 95241 or cal! (209) 369-8052 for more information Revitalization Expenses Downtown Beautification & Flowers 1000.00 Kiosks (maps, printing, maintenance) 1500.00 Event Expenses Farmers Market 61000.00 Parade of Lights 4200.00 Street Banner Program 525.00 Winterfest 800P0 Passport Promotions 120.00 Miscellaneous Events & Sales D -W Total Expenses 176,725.00 Amber's Armoire A Formal and Bridal Resale and ConsignmentBoutique! Amber's Armoire, offers a unique boutique experience of quality and affordable luxury in new and gently used clothing. Shoes, purses,jewelry and gift items for ages 1 - 100 and all sizes from infants to women's plus sizes. More than just formal wear, everything is priced between that of a thrift and a retail store. The result: great styles and luxury for less. All New bridal gowns, sizes 2 - 34 Fashion Denim Jeans: Miss Chic, L.A. Idol, Grace in L.A., and more... Event Planning, Princess& Bridal Parties & so much more... Open tues-fri 11-6; sat 12-4; sun 12-3 ambers-armoire@yahoo.com 22 W. Lodi Avenue, Lodi 209.224.5263 The Antiquarium Gift Boutique, Antiques,a n d Collectibles - Featuring a Personalized Shopping Experience Special Gifts for the discerning shoppers and individuals searching for home decorating accents. An eclectic array of antiques ranging from general country store; rusting European merchandise; to sparkling and elegant chandeliers. Large collection of Vintage ephemera, scrap, post cards, prints, advertising plus jewelry and clothing. "Bits 'n pieces" of lace, paper and ribbonery. Boasting delightful displays of gifts and decorating itemsfor every holiday! Come and enjoy a visual feast! Tuesday - Sunday 1 lam - 5:30pm 18 W. Pine Street, Lodi 209.365.1 700 Burton's Shoes The best in quality, comfortand shoe fit. Since 1948, Burton's Shoes has provided the San Joaquin Valley the best in quality, comfort and shoe fit. Our friendly staff are highly trained in providing expert shoe fit with exceptional service. We carry a large selection of brands including, SAS, Ecco, Merrell, Naot, Dansko, New Balance, Aetrex, UGG, Birkenstock, Yellow Box and many, many more. Stop in and see why Service is the Difference at Burton's Shoes. Mon - Fri 10am - 6pm, Sat 9:30am - 5pm, Sun 12pm - 5pm. 226 S. School Street, Lodi 209.334.6822 Byer Hauan & Associates Accounting & Payroll Services, Individual & ausiness Tax Services, QuidbooksProAdvisors,Notary Byer Hauan & Associates is owned by Nancy Byer Hauan, Enrolled Agent, with over 25 years experience. She is licensed by the Internal Revenue Service and her scope of work includes, tax preparation, representation, offers in compromise and accounting. The professional staff members are all California Registered Tax Preparers and have over 30 years in the accounting and tax industry. Open Mon - Fri 9am - 5pm or by appointment. Free initial consultation. www.byerhauanea.com 218 S. School Street, Lodi 209.366.0746 cellardoor Your Local Tasting Gallery. Experience Flights of Lodi's Best: Jessie's Grove Winery, Michael David Family of Wines, Van Ruiten Family Wines, and Now featuring Bokish Vineyards Live Music Friday& Saturday. Host your private or semi -private events here in our tasting room. Tues - Thurs 1 pm - 9pm, Fri 1 pm -11 pm, Sat 1 p - lOpm, Sun 1 p - 5pm. www.lodicellardoor.com 21 N. School Street, Lodi 209.339.4394 Crush Kitchen & Bar Downtown Lodi's hottest eatery. Crush Kitchen + Bar - Downtown Lodi's hottest eatery. Our farm to fork philosophy, extensive wine and beer lists, and stellar customer service are the reasons Crush has received so many accolades in just two years (being named "Best Place to Stock Up" by Sunset Magazine). Located in quaint downtown, Crush is tucked in the back of the historic Woolworth's building, offering a hip, big city vibe with the service of a small town, privately owned business. Foodies in search of a great meal or anyone who enjoys excellent food, for Special occasion or a night on the town, CRUSH KITCHEN + BAR is the place to be! www.crushkitchen.com 115 S. School Street, Suite 13, Lodi 209.369.5400 City Girl DowntownLodi's TrendiestBoutique for Women. Contemporary clothing boutique featuring premium denim, clothing, handbags and accessories. Mon - Fri 11 am - 5:30pm & Sat 1Oaan - 4 pm. 14W. Pine Street, Lodi 209.339.9838 Cooks Printing ForAll of Your Printing Needs. Affordable 1-4 color printing, economically priced for today's market. Business Cards, Stationery, Flyers, Postcards, Forms, T -Shirts, Signs, Banners, Copying and More! Eco -Friendly Prod uctsAvailable. Mention this ad for 10% off your 1st order! Open Mon - Fri 9am-12pm, 1:30pm-5pm. www.CooksPrinting.com 226 W. Pine Street, Lodi 209.333.2559 The Dancing Fox Winery, Bakery & Eatery Handmade bread -wine -beer -breakfast - lunch -dinner. Step back in time and visit our restored century old brick building in historic downtown Lodi. Watch bread or pizza being made by hand and baked in our wood -fired bread oven. Receive complementary tasting of our award winning wines at the wine bar after enjoying a meal at our unique dining room. If beer is your pleasure choose from a variety of dark, light, IPA, or pale ale. Hours: Tues. - Wed. 7am to 6pm. Thurs. - Fri. 7am to Spm. Saturday 8am to Spm. Sunday 9am to 3 pm. Closed Mondays. 203 S. School Street, Lodi 209.366.2634 Danz Jewelers Diamonds Direct from Antwerp. Why do we go over 10,000 miles to buy diamonds in Antwerp? Because the majority of all uncut gems mined around the world are cut and polished there. Thanks to our membership in the World's Largest Jewelry Buying Group the IJO, we are able to hand pick the very best quality stones direct from the source cutting out the middle man and extending that savings to YOU our valued customer. 220 S. School Street, Lodi 209.368.0424 Estate Crush Custom Crush Winery& Tasting Room Visit Estate Crush Winery & Tasting Room and enjoy a variety of award-winning wines produced in downtown Lodi. Estate Crush handcrafts more than 100 different wines each year for 65 boutique wineries. Visit to taste wines and take in the view of the wine making production area. Ask about having private-label wine made for you! Tasting Room Open Fri - Sun 12pm - 5pm. www.estatecrush.com 2 W. Lockeford Street, Lodi 209.368.7595 �fSE Cp-4 GD �3 o 0 G'4 PPE 40A Fashion Safari You Deserve to Sparkle! Our mission statement is to provide great customer service, fun, new and special products at very good prices! Fashion Safari is a placewhere women of all ages can shop together...daughters, mothers and grandmothers!We have over 1,000 earrings in stock, 500 watches and bracelets, & over 700 necklaces to choose from. Wallets, handbags and purses! Fun and fancy rings! Super cute clothing! Sparkling hair accessories and belts! Hot scarves, hats and boots! Accessories for any occasion! Mon - Sat 10ar - 6pm, Sun 12pm - 5pm. 9 N. School Street, Lodi 209.369.8222 A Flair With Hair For the look that's worth a thousand words Professional Hair Stylists Creative Cuts & Color Salon Quality Products Stylists: Rita Sperling, Owner Gem Alta Alexis -Stephenie Terri 222 S. School Street, Lodi 209.334-5357 or 209.339.9226 Pretty in Ink Permanent Cosmetics by Teri Turrentine Bsert The features and benefits of permanent cosmetics are endless: accentuatethe natural contours of your lips, eyebrows, & eyes. enhance your eyelash roots with or without an extreme liner. create a fuller looking lip or enhance the color of your natural lips or lip line. . shape your existing eyebrows or create a more appealing shape actual blush or eyeliner can be applied apply beauty marks. www. permanentcosmeticsartist.com 222 S. School Street, Lodi 209.365.3973 Fields Family Wines Downtown Lodi's Wine Destination. Outdoor patio, art gallery, merchandise, lounge area, and music! Come taste excellent hand-crafted wines! Mention this ad and receive 10% off all bottle sales! Join our Wine Club and receive 20% off! Wed & Sun 2pm - 7pm, Thurs - Sat 2pm - 1Opm. www.facebook/fielcisfamilywines 20 N. School Street, Lodi 209.368.3435 ' ards u lity, erit�� VaRfe,7q@y Visit H -G Vineyards and taste some of our great Lodi wines. Also, experience our wines that we produce from select vineyards across California, such as Sonoma, Paso Robles and Santa Maria. Over 20 great wines available for tasting ensures something to suit everyone's taste. You will always find daily specials of wine under $5.00. Come check us out and mention this ad for a free tasting for two. Hours: 1 lam - 5pm Daily Events: Monthly events!! Fantastic Wine Club incentives!! www. h-gvineyards.com 9 W. Locust Street, Lodi 209.263.0839 House of Clocks Family-ownedand operated since 1970! From alarm clocks to Grandfather clocks, we have it all! We display a huge selection of heirloom quality clocks. Repairs are our specialty. We make house calls for Grandfather clocks! houseofclocks@sbcglobal. net 208 S. School Street, Lodi 209.369.7961 Knowlton Gallery Fine Art & Jewelry The Knowlton Gallery represents nationally recognized fine artists of Northern California. We specialize in landscape and figurative paintings in the California Impressionist style. Visitors can always expect to see a large selection of paintings at the gallery as well as a distinctive array of hand -selected artisanjewelry. Tues - Sat 11 am - 5pm. Most Sundays 1 lam - 4pm. www.KnowltonGallery.com 115 S. School Street, Suite # 14, Loci 209.368.5123 Lodi Beer Co. A Fun Family Restaurant Menu Includes Everything from Basic Pub Grub to Finer Fare. Handcrafted Beers Full Bar Banquet Facility www.lodibeercompany.com 105 S. School Street, Loci 209.368.9931 Scooter's California Grill & Catering Co. We make it fresh 7 days a week. Scooter's Cafe offers upscale fresh food. Soups, salads, sandwiches, wraps and grilled items. Scooter's Dining Room offers custom menu design, full-service catering, private room for a special event. Open daily. w.scootersoflodi.com 121 W. Elm Street, Lodi 209.369.8100 Tuxedo's of Lodi Lodi Wine Country's Leading Tuxedo Experts Whether you're local or have a destination wedding; bridal shops and warehouse stores cannot compete with our service and pricing. With over 18 years of family owned and operated experience, we have earned the reputation for excellence and quality. We pride ourselves on our ability to co-ordinate out-of-town grooms/groomsmen as well as last minute needs. We offer top designer brands. Ask about our group discounts or FREE rental tuxedo for the groom! 12 N. School Street, Lodi 209.339.8897 Texture Salon Downtown Lodi's newest Salon!! Full Service Hair Salon Skin and Make Up Studio 101 S. School Street, Lodi 209.369.9190 World of Wonders Science Museum Hands-on Discovery forAll Ages! A great location for field trips and birthday parties! Open Wed - Sun 1 Oam - 5pm. www.WOWScienceMuseum.org 2 N. Sacramento Street, Lodi 209.368.0969 Downtown Lodi Business Directory Advertising & Print 6 West Design 6 W. Pine Street Abrahamson Printing 15W. Pine Street, Suite A Cooks Printing 226W. Pine Street Lodi News Sentinel 125 N. Church Street My Signs ForYou 10 E. Lockeford Street Appliances Henderson Brothers Ca, Inc. 217 S. Sacramento Street Reo's Appliance Center 7 W. Oak Street Rydel's Healthy Home 26W. LodiAvenue Art & Photography BrodieJayne's Photography 110 S. Church Street BW Black& Whites 16W Pine Street Ken Sato Studio 224W Pine Street Knowlton Gallery 115 S. School Street, Suite 14 Sam Harnack Studios 22 S. School Street Automotive Alamo Ford Detail 20 W Lockeford Street Auto & Exhaust Pros 210 S. Sacramento Street EhlersAuto & Health Supply 217 N. Sacramento Street Giant DiscountTire 100 S. Sacramento Street Napa Auto Parts 108 N. Sacramento Street Pine Auto Supply 221 W LodiAvenue Quality Sound Warehouse CarAudio 220 N. Sacramento Street Tune Up Shop &Service Corp 1 W. LodiAvenue Banks& Credit Unions Bank of America 31 S. School Street Bank of Stockton 120 W. Walnut Avenue Bank of the West 229 S. Church Street BBVA Compass 200 N. Church Street, Suite A Farmers& Merchants Bank 121 W. Pine Street Financial Center Credit Union 200 S. School Street Wells Fargo Bank 120 W LodiAvenue Beauty& Barbers A Flair With Hair 222 S. School Street Ciao Bella Salon& Day Spa 1 W. Pine Street Clay's Barber Shop 41 N. Sacramento Street Color Nails& Spa 205W. LodiAvenue ExhaleSalon and Spa 103 W Pine Street Galleria Nails 114 N. School Street Heavenly Esthetics 215 W Oak Street, Suite 4 Holly's HairAnd Nails 203 W LodiAvenue Jewell's Mind, Body& Bath 15 S. School Street Lodi Barber Shop 5 112 S. School Street Luscious Salon 115 S. School Street, Suite 3 Renaissance Nail& Beauty Salon 111 N. Church Street Royal Day Spa 220W LodiAvenue Salon Envy& Boutique 111 N. School Street Stained 200 N. Church Street, Suite B Texture 101 S. School Street The Dermal Clinic 105 W Walnut Street Visible Changes 19 DowntownMall VXN Beauty Lounge 120 N. School Street Bookstores Comic Grapevine 9 W Pine Street The Launchpad 9 S. SacramentoStreet Tom's Used Books& Stuff 108 N. School Street Vine & Branches Christian Bookstore 110 W. Oak Street City & Government Downtown Lodi Business Partnership 4 W. Pine Street Lodi Chamber of Commerce 35 S. School Street Lodi Conference&Visitors Bureau 115 S. School Street, Suite 9 Apparel & Accessories Ambers Armoire 22W LodiAvenue Burton's Shoes 226 S. School Street Christensen's Fashions 7 N. School Street City Girl 14W Pine Street Couture Kids Consignment Boutique 14 S. School Street Fashion Safari 9 N. School Street Joe Hassan Clothing&Western Wear 100 N. Sacramento Street Pret 15 Downtown Mall The Clothes Closet 16 N. School Street The Elizabeth of California 20 S. School Street Tuxedos of Lodi 12 N. School Street Urban Chic Fashion Boutique 19W. Pine Street Willow Tree 16W Pine Street Zoop-A-Loop& Urban Jungle 21 Downtown Mall Clothing Services California Embroidery& Design 17W. Pine Street Guild Cleaners, Inc. 17 S. Church Street Patricia's 6 S. School Street Cocktail Lounges Garry's Lounge 13 S. School Street 011ie's Pub 22 N. School Street Rainbow Club 116 N. Sacramento Street Stogies Cigar Lounge 230W. Pine Street Stooges 105 W Pine Street Vintage Sports Grill 117 N. Sacramento Street, Suite 2 Whisky Barrel Saloon 114 N. Sacramento Street Entertainment Lodi Stadium 12 109 N. School Street World of Wonders Science Museum 2 N. Sacramento Street Facilities Merlot Banquet Hall 23 W Elm Street Finance& Insurance AffordableAc counting Solutions 115 N. School Street, Suite Check'N Go 207W LodiAvenue Crow Financial Services 222 W Lockeford Street, Suite 6 Edward D Jones & Co 5 S. School Street Suite C EmpresaOlivares& Martinez LLC 106 N. School Street GeorgiaA Martin Accounting 222 W. Lockeford Street, Suite 6 H & R Block Company 8 W Pine Street Jackson Hewitt Tax Service 218 S. School Street Kneeland & Engelmann Insurance 218W. Pine Street L& M Tax Service 106 N. School Street Liberty Tax Services 5W Pine Street Miladinovich Insurance Services 5 112 W. Pine Street, Suite 7 Nationwide Insurance 123 S. School Street Richard Manies&Associates 115 W. Walnut Street, Suite 2 Teresa E Culbertson, CPA 222 W Lockeford Street, Suite 7 Tim Bertsch Insurance Planning 221 W. Oak Street, Suite E Funeral Services Donahue Funeral Home 123N. School Street Roche's Mortuary 215 S. School Street Furniture Daniger Furniture 4W. LodiAvenue Furnish 123 39 S. Sacramento Street Minerva's Furniture 21 W. Oak Street New&Again Consignment Furniture Gallery 210 S. School Street Thornton House Furniture 6 S. School Street Health& Wellness Beneficial Massage 104 N. School Street, Suite 323 Genesis Acupuncture 104 N. School Street, Suite 311 Gerard Chiropractic 10 W Locust Street Innovative Senior Rehab 222 W Pine Street Lodi Chiropractic Clinic 207W Oak Street, Suite 13 Lodi Healing Arts MassageTherapy 104N. School Street, Suite 308 Shed's Sonshine Nutrition Center 6 N. School Street Home Improvement Acme Saw& Industrial Supplies 214 N. Sacramento Street Valley Window Coverings 20 W Elm Street, Suite A Big Foot Carpet &Floor Covering 210 W Pine Street Lodi Color Center 130 N. School Street Lodi Tile Works 130 N. Sacramento Street Raphael Hardwood Flooring 5 S. Sacramento Street Jewelers Borelli-Jackson Jewelry, Watch & Repair 10W Locust Street, SuiteA Danz Jewelers 220 S. School Street Synowicki's Jewel Box 125 S. School Street Legal Services Andrew D. Smith, Attorney 115W. Walnut Street,Suite3 BasilTravis- Patent Attorney 104 N. School Street, Suite 215 Camey, Kreuza, & Lott, LLP 104 N. School Street, Suite 205 Hardwick & Goss, Attorneys at Law 118 W. Oak Street Kurt Henry Siebert Law Offices 115 N. School Street, Suite 1 Randy D. Roxson, Attorney at Law 115W. Walnut Street, Suite RonaldBeckman, Attorneyat Law 111 N. Church Street, SuiteB Rosa Law Offices 115 S. School Street, Suite Steven Cottrell Law Offices 125 N. Pleasant Avenue Markets & Liquor Stores CVS Pharmacy 100W. Lodi Avenue Lodi Payless Tobacco 228 S. Sacramento Street Pak -India Spices& Groceries 3W Oak Street Payless MarketsAnd Liquor 101 N. Sacramento Street The Market at Crush 115 S. School Street, Suite 12 Tokay Liquors 8 E LockefordStreet Professionals Aspire Advisory Services 104 N. School Street, Suite 216 Big Sky Fire Protection, Inc. 221 W. Oak Street, Suite 31 Dellamon ica Snyder Architects 212 W. Pine Street, Suite 1 Discovery Bay Dental Lab 14 W. Oak Street Fluetsch& Fluetsch 115W. Walnut Street, Suite 3 GeorgeW Mullen 222 W. Lockeford Street, Suite Graffigna Fruit Company 2 W Pine Street Kirsten Company LLC 115 S. School Street, Suite E Lodi Property Management 101W Locust Street, Suite Marcus Deposition Reporting 207 W. Oak Street, Suite M-. Bond's Bail Bonds 101 N. Church Street Range &Associates 124 N. School Street Redline Project Development 5112 W Pine Street, Suite 15 SB Planning, Inc. 215 W. Oak Street, Suite 5 Share Home's Adoption Agency 210 N. School Street Siebel& Associates 221 W. Oak Street, Suite B2 Standard Parking Corporation 31 S School Street Tokay Medical Billing Inc. 222 W Lockeford Street, Suite4, 5, & 11 Realty Quality PropertyServices 118 N. Church Street RealtyWorld PremierAssociates 225 W. Oak Street Schaffer & Company Realtors 122 N. Church Street Tokay Development 222 W. Lockeford Street, Suite 1 Restaurants Alebrijes Mexican Bistro 10 W. Oak Street Angelo's Mexican Food 28 N. School Street Cold Stone Creamery 115W Elm Street Crush Kitchen& Bar 115 S. School Street, Suite 13 DeVinci's Delicatessen& Catering 220 S. Church Street, Suite 3 ElPajaro Restaurant 212 S. School Street HoneyTreat Yogurt Shoppe Of Lodi 201 W. Lodi Avenue, SuiteA King Tsin Restaurant 121 S. School Street, Suite La Fuente Mexican Grill 114W Pine Street Lodi Beer Company 105 S. School Street Lodi Feed& Fuel Z7W. Elm Street Long John Silvers Seafood Shoppe 16W. Lodi Avenue MazatlanCaf6 125 N. Sacramento Street Mc Donald's 200W Lodi Avenue Moo Moo's Burger Barn 113 N. School Street Pizza Hut 21 W Lodi Avenue Rosewood Bar& Grill 28 S. School Street Saigon Grill 5 W. Elm Street School Street Bistro 116 N. School Street Scooters California Grill &Catering Co. 121 W. Elm Street Scramblz Kountry Kitchen 233 S. School Street Shangri-LaAsian Bistro 203 S. School Street Sinaloa Cafe 43 N. sacramento Street Taqueria EI Grullense 117 N. Sacramento Street The Candy Box 24 N. School Street The Dancing Fox Winery & Bakery 203 S. School Street Tillie's Coffee, Tea, Etc. 21 W. Pine Street Twisted Fork 123 W. Elm Street Vintage Sports Grill 117 N. Sacramento Street, Suite2 Security& Storage DowntownMini Storage 17W Locust Street Paul's Safe Lock & Key 223 N. Church Street School & Elm Mini Storage 39 N. Sacramento Street Security Lock& Key Service 209 S. Sacramento Street Specialty Home Antiquarium 18W. Pine Street Avignon of France 108 W. Pine Street Devine Home and Garden 2 W Oak Street J One:Twelve Design Studio 8 N. School Street, Suite B Lodi Cooks 5 N. School Street McKinleys FrameShop 11 W. Pine Street The House Of Clocks 208 S. School Street Specialty Other Aglow Lights 20 W. Elm Street, Suite Alicia's Antiques 6 W. Oak Street Antique Group 15W Oak Street Beauty Of The Beast Pet Grooming 13W Pine Street Cheese Central 11 N. School Street Dangerous CurvesSwimwear 104 N. School Street, Suite 213 Hard Luck Tattoo 7 N. Sacramento Street HummelkingAntiques 10OW. Pine Street Jan's SweetTreasures 18W Elm Street Landd SpecialT's 16 W Oak Street Lodi Gold &Silver 10 N. School Street Lodi Junction 111 S. School Street Mark's Computer Service 101 W. Locust Street, Suite4 Ogren's Auctions 216 S. Sacramento Street Pj Polka Dot 16 W. Pine Street Psycho Rhino Customs 130 N. SacramentoSt., Suite Rocky Mountain Chocolate Factory 115 S. School Street, Suite 4 Rogers Railroad Junction& Hobbies 105 S. Sacramento Street Sea Salt Cottage 13 N. School Street SecondhandRose 14 N. School Street Taste of Heaven 218 S. School Street The Mud Mill 115 S. School Street, Suite 1 Uptown Thrift 21 S. Sacramento Street Wright Motors Marine, LLC 208 N. Sacramento Street Sports & Fitness Gracie Sports Center 230 S. School Street International Ballet Theater 4112W Pine Street Lodi Sporting Goods 220 S. Church Street, Suite 1 McKellars Taekwondo 11 S. Church Street Patricia Moore Fitness 112 S. Church Street Pump 220 S. Church Street, Suite4 The Pilates Place 220 W Pine Street Women Kickin' It 35 N. Sacramento Street Travel & Transportation L & L Travel 11 S. School Street Wine Tasting Rooms Cellardoor 21 N. School Street Estate Crush 2W LockefordStreet Fields Family Wines 20 N. School Street H -G Vineyards 9W. Locust Street Jeremy Wine Co. 6W. Pine Street Lodi Wine Cellars 112W Pine Street The Dancing Fox Winery& Bakery 203 S. School Street 2012 Downtown Lodi Event Calendar Downtown Farmers Market Every Thursday beginning June 7th throughout the summer Downtown's signature summer experience is the Certified Farmers Market. The family friendly market is held every Thursday evening beginning in June throughoutthe end of September. You can find the freshest local produce, flowers, and handmadecrafts while enjoying live music, an upscale beer& wine garden and a variety of food vendors. Valentine's Day Promotion Saturday, February 11th "Couples Passport to Downtown Lover's Lane" 7th Annual "Stuck in Lodi" Car Show Saturday, August 4th 4th Annual Fall Flavor Fest Saturday, October 13th "The Best of Downtown's Night Life" Downtown Trick -or -Treat Saturday, October 27th 17th Annual Lodi Parade of Lights Thursday, December 6th A magical holiday parade illuminatesthe streets of downtown Lodi on the first Thursday in December with countless lights, floats, marching bands, dance groups and themed vehicles. Year-round there are many other festivities including; Street Fairs, Wine Strolls, Holiday Winterfest, car shows, parades and more. For a detailed calendar of events visit our website: www.DowntownLodi.com Lodi Shops Local. 10 Reasons Locals the Way to Shop in Lodi. 1. Protect your family - Tax revenuefrom spending locally funds our police and fire departments. 2 Support your local non -profits- Local merchants contribute to our non-profit organizations. 3. Take a breath of fresh air - Shopping local keeps more cars off the road reducing our carbon footprint. 4. Have a smooth ride- Local taxes pay for road improvements. 5. Give your neighbora raise- By purchasing from local merchants you keep your friends and family employed and help increasetheir household income. 6. Meet your neighbor or make a friend - Shopping local is a social event. You see and meet other locals. 7. Keep your sanity - By buying local you get to speak to a local customer services representative in person. No, "press 1 for the next available operator". a. Take a walk in the park - Local tax dollars pay for building and up keep of our beautiful parks. 9. invest in your future - Money spent locally keeps our economy strong, property values stable, and increasesjob wages. 10. Make this community yours - By shopping local you take ownership in your community. Downtown Lobi SuginessPartniend illp P.O. Box 1565, Lodi, CA 95241 • BI SINIISS 5etting to Lodi ether you live in Lodi, or you're just visiting ... Downtown Lodi warmly welcomes you! 30 minutes south of Sacramento and 90 minutesfrom the Bay Area, Lodi is easily accessible from 1S and Hwy 99 with many transportation options including bus and Amtrak. Come enjoy our pleasing Mediterranean climate. RESOLUTION NO. 2012-143 A RESOLUTION OF 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. 1 was established December 17, 1997, by City Council adoption of Ordinance No. 1654; and WHEREAS, the Annual Report as required by Streets and Highways Code $36533 has been submitted to the Council by the Board of Directors of said improvement area. NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine, and finds as follows: 1. Approves the Annual Report as submitted, said report being on file with the City Clerk. 2. Establishes September 19, 2012, 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 2013 (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 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. Date: August 15,2012 ---------------------------------------------------------------------------- ---------------------------------------------------------------------------- hereby certify that Resolution No. 2012-143 was passed and adopted by the Lodi City Council in a regular meeting held August 15, 2012, by the following vote: AYES: NOES: ABSENT: ABSTAIN COUNCIL MEMBERS — Hansen, Johnson, Katzakian, Nakanishi, and Mayor Mounce COUNCIL MEMBERS — None COUNCIL MEMBERS — None COUNCIL MEMBERS — None 2012-143 I JOHL City Clerk DOWNTOWN LODI BUSINESS PARTNERSHIP 2 O 12 ANNUAL REPORT B.I.D. INFORMATION California Streets and Highway Code Requirements Articles of Incorporation Benefit Fee Schedule Map of Zoned Business Improvement District Mission Statement BUDGET & FINANCIALS Funding & Expense Flow Chart 2012 Proposed Budget 2o11 Balance Sheet 2o11 Profit & Loss Statement 20122 n' Quarter Balance Sheet 20122 nd Quarter Profit & Loss Statement DOWNTOWN EVENTS 2012 & 2013 Calendar of Events Event Highlights DOWNTOWN MARKETING & CAMPAIGNS Marketing Activities and Plans DLBP Marketing Material Prepared by Jaime Watts, Executive Director August 1,2012 Mr. Rad Bar City of Lodi 221 W. Pine Lodi, CA 95 Re: DLBP A Dear Mr. Section 11.0 of the City Improvement Area, reqs and budget. In addition, the State of also specifies that certai information contained 'A We have provided you Thank you for your co. Sincerely, Jaime Watts, Executive Director Downtown Lodi Business Partnership kntown Lodi Business ch year our annual report the enabling legislation, Ad all of the required o' L u .0,077 Sincerely, Jaime Watts, Executive Director Downtown Lodi Business Partnership kntown Lodi Business ch year our annual report the enabling legislation, Ad all of the required tt 4 .0,077 Sincerely, Jaime Watts, Executive Director Downtown Lodi Business Partnership kntown Lodi Business ch year our annual report the enabling legislation, Ad all of the required Items 2012 ANNUAL REPORT ighway Code: enclosed. 2038309 ENDORSED FILED In the office of tltt Secretary of State of the State of Ulifomn ARTICLES OFLNCORPORATION OF MAR 31 1998 DOWNTOWN LODI BUSINESS ?,A qYERSR'TP Bltl lOt1ES, n � Shte A California Nonprofit Mutual Benefit Corparatlon One: The name of the corporation is Downtown Lo -dl Business Partnership (A California Nonprofit Mutual Benefit Corporation) Two: This corpgration is a nonprofit mutuxJ benefit corporation orgiaired under the Nonprofit Mutual Benefit Corporation Law,'Thepurposs of this corporation 1s to engsys in any lawful act or S..rivirf for which a curporatioa may be organized under such law, Such purpoutl'for which 61 corporation is formed ire to promota and imMve the JUwntown Lod} business tits, to $czcrally improve busir:ess conditions in tha downtown ar:a, and to gen:rally =ha= the duwnt own ertt ofdbt City ofLodl, Notwithatandin", aay otlw provision oFtbrse articles, this corporation shard not engage in arq actividsi or exarcise any pawe:s tha: xrz not in fvrthdrance of the purposes of Chit corporation. Thxss: The naz= aid address of the corporation's initial tgent for sarvie.e cfprocass is Ronild NL Sockman, Esti., 111 N. Church Street, Lodi, California, 95240. Four: The right to detenrnine the consideration for which memberships will be issuod shill b vested in the Regular Membcrt, to bedetermined by a majority vote of the Rcgular Members in good standing. Five: No part of the cot o vnings of the corporation shall inure to the benefit of any member or private shareholder, as defined for purposes of Section 501 (c) (5j of the Itnsrnal Revenue Code of 1954. Dated: March3l, 1993 ��0141 10 Ronald M.Beck Tian, In: orporator w DOWNTOWN BUSINESS PARTNERSHIP DOWNTOWN LODI BUSINESS PARTNERSHIPBENEFIT 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 of employees - eitlier full-time, or the equivalent made up of 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 209369.8052 phone 209.369.8053 fax www.downtownlodi.com comwoma UOh,iTOWN LODI BUSINESS PA.R'I'NLItSIIIP 1 —1 I -l" P�-- IEXHIBITD m 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 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 209.369.8052 phone 209.369.8053 fax www.downtownlodi.com Downtown Lodi Business Partnership Proposed Budget January 1, 2012 through December 31, 2012 Income Assessment Fees 40000.00 City of Lodi 24225.00 Event Revenue 47500.00 Fanners Market 101000.00 Parade of Lights 11000.00 Street Banner Program 500.00 Miscellaneous Events & Sales D.W Total Income 176,725.00 Expenses Administrative Director's Salary 47500.00 Staff Wages 0.00 Staff Phone 1800.00 Mileage & Meetings 1800.00 Payroll Taxes 6500.00 Contract Labor 10000.00 Event Commission 3000.00 insurance 8000.00 Professional Fees 2000.00 Rent 4800.00 Storage 780.00 Office Supplies 3500.00 Office Equipment Lease 5000.00 Bank & Merchant Fees 2100.00 Postage 300.00 Utilities (phone, internet, alarm, etc.) 3500.00 Marketing Expenses Advertising, Marketing & Promotions 2900.00 Public Relations 600.00 Seminars & Conferences 1000.00 Website 1500.00 Membership Expenses Newsletters 300.00 Quarterly Mixers 200.00 Plaques & Trophies 300.00 Sunshine Committee 200.00 Revitalization Expenses Downtown Beautification& Flowers 1000.00 Kiosks (maps, printing, maintenance) 1500.00 Event Expenses Farmers Market 61000.00 Parade of Lights 4200.00 Street Banner Program 525.00 Winterfest 800.00 Passport Promotions 120.00 Miscellaneous Events & Sales 0.00 Total Expenses 176,725.00 8:52 AM 05/14/12 Cash Basis Downtown Lodi Business Partnership Balance Sheet As of December 31,2 011 ASSETS Current Assets Checking/Savings Farmers Savings 77.14 Farmers & Merchants Bank 139.86 Petty Cash 124.69 Total Checking/Savings 341.69 Accounts Receivable Accounts Receivable -140.00 Total Accounts Receivable -140.00 Total Current Assets 201,69 Fixed Assets Office Equipment 12,959,98 Furniture& Fixtures 2,712.99 Accumulated Depreciation -9,985.63 Total Fixed Assets 5.687.34 TOTAL ASSETS 5,889.03 LIABILITIES & EQUITY Equity Retained Earnings 1,474.72 Net Income 4,414.31 Total Equity 5,889.03 TOTAL LIABILITIES& EQUITY 5,889,03 Page 1 8:53 AM Downtown Lodi Business Partnership 05/14/12 Profit & Loss Cash Basis January through December2011 Ordinary Income/Expense Income Member Assessment Fees City of Lodi Funds Event Revenue Advertising & Promotion Revenue Beverage Sales Parade Entry Fees Sponsorship Vendor Fee Other Income Total Event Revenue TNT Fireworks Return Check Charge Friends of Downtown Other Income Total Income Expense Administrative Expenses Bank Service Charges Merchant Fees Bank Service Charges- Other Total Bank Service Charges Contract Labor Dues and Subscriptions Equipment Lease Insurance -D & O and State Fund Insurance - Events Liability Interest Licenses & Permits Office Maintenance & Repairs Office Supplies Payroll Expenses Director's Wages Payroll Taxes Cell Phone Mileage & Meetings Director's Event Commission Total Payroll Expenses Postage Professional Fees Accounting/Payroll Fees Total Professional Fees Rent Office Storage Rent- Other Total Rent Security Sponsorship Sales Commission Telephone/Internet Total Administrative Expenses Prior Years Taxes Marketing Expenses Advertising 8 Promotions Annual Banner Program Advertising & Promotions' Other Total Advertising & Promotions Jan - Dec 11 42,307.00 19,240.00 1,325.77 49,673.47 8,168.00 19,400.00 34,837.41 4,641.00 118,045.65 37,146.49 621.00 250.00 1,512.67 219,122.81 1,631.68 417.44 2,049.12 10,382.50 202.00 5,096.30 672.00 7,121.52 37.46 50.00 969.37 3,749.82 42,635.58 10,978.35 1,725.00 1,725.00 7,637.43 64,701.36 487.21 1,914.00 1.914.00 5,460.00 715.00 0.00 6,175.00 655.00 2,570.00 2,938.23 109,770.89 0.00 297.97 349.00 646.97 Page 1 8:53 AM Downtown Lodi Business Partnership 05/14/12 Profit & Loss Cash Basis January through December 2011 Public Reaitions Seminars & Marketing Campaigns Website Total Marketing Expenses Membership Plaques & Trophies Postage and Delivery QuarterlyMixers Total Membership Revitalization Downtown Beautification Supplies Labor/Repairs Total Downtown Beautification Kiosk Update Total Revitalization Event Expenses Awards/Banners/Posters Beverage Expense Entertainment Equipment Rental Labor/Repairs License/Permits/Inspection Location Rent Lodi Public Saftey Surcharge Postage & Delivery Marketing I Promotions Sales Tax Signage Sanitation Supplies TNT Fireworks Total Event Expenses Total Expense Net Ordinary Income Net Income Jan • Dec 11 496.77 139.00 1,507.24 2,789.98 321.26 309.84 130.59 761.69 555.73 580.00 1,135.73 563.06 1,698.79 79.71 45,643.99 6,750.00 415.32 7,918.74 3,684.55 1,450.00 1,218.75 10.95 674.00 2,919.00 3,070.89 5,106.01 2,276.46 18,468.78 99,687.15 214,708.50 4,414.31 4,414.31 Page 2 Downtown Lodi Business Partnership Balance Sheet Cash Basis As of June 30,2012 I.. -'2n V7 ASSETS 16,905.58 Current Assets Checking/Savings 12,959.98 Farmers Savings 47.14 Farmers 8 Merchants Bank 16,824.75 Petty Cash 173.69 Total Check! ng/Savings 17,045.58 Accounts Receivable Accounts Receivable -140.00 Total Accounts Receivable -140.00 Total Current Assets 16,905.58 Fixed Assets Office Equipment 12,959.98 Furniture & Fixtures 2,712.99 Accumulated Depreciation -9,985.63 Total Fixed Assets 5,687.34 TOTAL ASSETS 22,592.92 LIABILITIES& EQUITY Liabilities Current Liabilities Accounts Payable Accounts Payable -10.30 Total Accounts Payable -10.30 Other Current Liabilities Payroll Liabilities Withhold from Employees 502.35 Total Payroll Liabilities 502.35 Total Other Current Liabilities 502.35 Total Current Liabilities 492.05 Total Liabilities 492.05 Equity Retained Earnings 3,756.82 Net Income 18.344.05 Total Equity 22.100.87 TOTAL LIABILITIES& EQUITY 22,582.92 Page 1 Downtown Lodi Business Partnership Profit & Loss Cash Basis January through June 2012 Ordinary Income/Expense Income Member Assessment Fees City of Lodi Funds Event Revenue Sponsorship Vendor Fee Other income Total Event Revenue Total Income Expense Administrative Expenses Bank Service Charges Bank Fees Merchant Fees Total Bank Service Charges Contract Labor Dues and Subscriptions Equipment Lease Insurance -D & O and State Fund insurance- Events Liability Office Maintenance& Repairs Office Supplies Payroll Expenses Director's Wages Payroll Taxes Cell Phone Mileage & Meetings Director's Vacation Director's Event Commission Total Payroll Expenses Postage Professional Fees Accounting/Payroll Fees Total Professional Fees Rent Office Storage Total Rent Security Sponsorship Sales Commission Telephone/Internet Total Administrative Expenses Prior Years Taxes Marketing Expenses Advertising & Promotions Annual Banner Program Advertising & Promotions- Other Total Advertising & Promotions Mileage& Meetings Public Realtions Seminars& Marketing Campaigns Website Total Marketing Expenses Revitalization Downtown Beautification Labor/Repairs Jan - Jun 12 38,331.00 12,115.00 15,000.00 32.935.00 2,120.00 50,055.00 62.00 767.28 100.501.00 829.28 7,135.00 215.00 3,482.19 1,382.00 4,490,00 480.48 2,540,97 23,786.52 2,630.55 900.00 900.00 2,652.92 6,313.61 37,183.60 394.30 1,075.00 1,075.00 3,780.00 455.00 4,235.00 340.00 2,050.00 1,306.34 129.14 50.00 67,139.16 3,937.80 179.14 15.60 455.29 75.84 286.50 1,012.37 250.00 Page 1 Downtown Lodi Business Partnership Profit & Loss Cash Basis January through June 2012 Downtown Beautification- Other Total Downtown Beautification Kiosk Update Total Revitalization Event Expenses Entertainment Equipment Rental Labor/Repairs Li cense/Permits/I nspectio n Refunds Signage Sanitation Supplies Total Event Expenses Total Expense Net Ordinary Income Net Income Jan -Jun 12 549.20 799.20 515.00 1,314.20 1,200.00 655.00 2,437.24 710.56 150.00 2,150.00 1,361.91 88.71 8,753.42 82,156,95 18,344.05 18,344.05 Page 2 2012 Calendar of Events Valentine's Day Promotion "Couples Passportto Downtown Lover's Lane" Saturday, February 11' Downtown Farmers Market Every Thursday beginning June 7' through September 27th 7" Annual 14$tuch in Lodi" Car Show Saturday, August 4th 4`b Annual Fall Flavor Fest "The Best of Downtown's Night Life" Saturday, October 13`h Downtown Trick -or -Treat & Festival Saturday, October 27t' t7" Annual Parade of Lights Thursday, December 6th Downtown W i nterfest Horse Drawn Carriage Rides & Holiday Festivities Saturdays, dates tba 2013 Calendar of Events Valentine's Day Promotton "Couples Passport to Downtown Love's Lane" Saturday, February 9th Downtown Farmers Market Every Thursday beginning June 6' through September 26" at" Annual "Stuck Q Lodi" Cor Show Saturday, August 3' 5`a Annual Full Flavor Fest "The Best of Downtown's Night Life" Saturday, October 12th Downtown Trier -or -Treat & Festival Saturday, October 26th 1s" Annual Parade of Lights Thursday, December 5th Downtown Winterfest Horse Drawn Carriage Rides & Holiday Festivities Saturdays, dates tba 2012 Downtown Marketing The Downtown Lodi Business Partnership has three programs that provide - marketing opportunities for your business. You can pick and choose any combination DUNNTOWN 0that 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 2013. Advertise your business& support downtown! n New Sponsorship New Sponsorship Renewala Renewal DLBP MemberR Non-MemberR DLBP Member Non -Member $250 year $300 year $200 year $250 year ❑ Yes! Add my full color logo on both sides of my banner for an additional $40 www.downtownlodi.Com web advertisement - 6 month run The Downtown Lodi Business Partnership has advertising space available on www.downtownlodi.com.The website averages over 20,000 hits per month and is the official site for downtown events and promotions. You can provide your 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 www.downtcswnlodLcom 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 www.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 fcr DLBP Members ❑ Banner Program $ (Amount from above) ❑ Website Ad $50 for 6 months ❑ WebAd Design $25 ❑ Website Page $40 Bundle Package for all 3 Programs! F1 Only $345 A Savings of $60! Includes Full Color BannerAttachment & WebAd Design Business Contact Name: Phone: Total Amount Enclosed: $ Menu for Non-DLBP Members Banner Program $ (Amount from above) Website Ad $75 for 6 months WebAd Design $25 ❑ Website Page $50 Bundle Package for all 3 Programs! J Only$430 ASavingsof$60! Includes Full Color BannerAttachment & WebAd Design Fax: e-mail; Comments/Location Request: Return application & payment to DLBP, P0. Box 1565, Lodi, CA 95241 or call (209) 369-8052 for more information CITY COUNCIL JOANNE MOUNCE, Mayor ALAN NAKANISHI, Mayor Pro Tempore LARRY D. HANSEN BOBJOHNSON P H I L KATZAKIAN 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.qov cityclerkO—Iodi.Qov August 20,2012 Jaime Watts, Executive Director Downtown Lodi Business Partnership P.O. Box 1565 Lodi, CA 95241-1565 KONRADT BARTLAM 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, AND APPROVING ANNUAL REPORT The Lodi City Council, at its meeting of August 15, 2012, 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 19, 2012, and approving the Annual Report. Should you have any questions, please feel free to contact the City Clerk's Office. Sin ly, Randi Johl City Clerk RJ/JMR Enclosure followup/ITransm ittal, doc yOF� o Please immediately confirm receipt cf this fax by calling 333-6702 CITY OF LODI P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 ADVERTISING INSTRUCTIONS SUBJECT: RESOLUTION AND NOTICE OF PUBLIC HEARING REGARDING DOWNTOWN LODI BUSINESS PARTNERSHIP 2012 ANNUAL REPORT AND INTENTION TO LEVY ANNUAL ASSESSMENT PUBLISH DATE: SATURDAY, AUGUST 18,2012 TEAR SHEETS WANTED: Three (3) please SEND AFFIDAVIT AND BILL TO: RANDI JOHL, CITY CLERK LNS ACCT. #0510052 City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 DATED: THURSDAY, AUGUST 16,2012 ORDERED BY: NIFER , ROBISON, CMC ,I(SSISTANT CITY CLERK RANDIJOHL CITY CLERK MARIA BECERRA ADMINISTRATIVE CLERK Verify Appearance of this Legal in the Newspaper — Copy to File Fazed to the Sentinel at 369=9 084 at (time) on (date) , (pages) LNS Phoned fo'confirm receipt of,alip'"ag at (time) _JMP _MB (initials) formAadvins.doc DECLARATION CF POSTING RESOLUTIONAND NOTICE OF PUBLIC HEARING REGARDING DOWNTOWN LODI BUSINESS PARTNERSHIP 2012 ANNUAL REPORTAND INTENTION TO LEVY ANNUAL ASSESSMENT On Thursday, August 16, 2012, in the City of Lodi, San Joaquin County, California, a resolution and Notice of Public Hearing regarding Downtown Lodi Business Partnership 2012 Annual Report and intention to levy annual assessment (attached and marked as ExhibitA) 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 perjurythat the foregoing :b true and correct. Executed on August 16, 2012, at Lodi, California. NNIFER . ROBISON, CMC ASSISTANT CITY CLERK N:\Administration\CLERK\Fonns\DECPOSTCM,DOC ORDERED BY: RANDIJOHL CITY CLERK MARIA BECERRA ADMINISTRATIVE CLERK EXN OF PUB[ IG kh $v � tlY d RESOLUTION NO. 2012-143 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. Iwas established December 17, 1997, by City Council adoption of Ordinance No. 1654; and WHEREAS, the Annual Report as required by Streets and Highways Code 936533 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 19, 2012, in the Citv Council Chambers, Carneqie 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 2013 (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 included in the Annual Report 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. Date: August 15, 2012 hereby certify that Resolution No. 2012-143 was passed and adopted by the Lodi City Council in a regular meeting held August 15, 2012, by the following vote: AYES: COUNCIL MEMBERS —Hansen, Johnson, Katzakian, Nakanishi, and Mayor Mounce NOES: COUNCIL MEMBERS— None ABSENT: COUNCIL MEMBERS— None ABSTAIN: COUNCIL MEMBERS — None _t RI JOHL City Clerk 2012-143