HomeMy WebLinkAboutAgenda Report - December 15, 2010 G-01 PHCITY OF LODI
,. COUNCIL COMMUNICATION
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AGENDA TITLE: Hold Public Hearing and Approve Resolution to Confirm the 2011 Annual
Report and Levy cf Assessments Within the Lodi Tourism Business
Improvement District (LTBID).
MEETING DATE: December 15,2010
PREPARED BY: Deputy City Manager
RECOMMENDED ACTION: Hold public hearing and approve resolution to confirm
the 2011 Annual Report and levy of assessments within
the Lodi Tourism Business Improvement District.
BACKGROUND INFORMATION: In accordance with California Streets and Highway
Code 36500 and 36524 the Annual Report of the LTBID
has been approved by the City Council. A public
hearing is required to hear protests and to receive testimony regarding the levy of and collection
of a 3% Tourism Promotion Business Assessment against the receipts of motels and hotels
within the LTBID. Staff recommends approval of the levy cfthe assessment.
FISCAL IMPACT: Funding for Visit Lodi! generates additional funding for local merchants and
the City as tourism dollars are spent locally.
FUNDING: Not applicable
APPROVED:
ICI 1�
Jordan Ayers, Deputy City pager
Bartlam, City Manager
RESOLUTION NO. 2010-224
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LODI
CONFIRMING THE 2011 ANNUAL REPORT FOR THE LODI
TOURISM BUSINESS IMPROVEMENT DISTRICT AND LEVY OF
ASSESSMENT
WHEREAS, the Lodi Tourism Business Improvement District was established October 20,
2004, by Council adoption of Ordinance No. 1753, and as amended by Ordinances 1756 and 1818;
and
WHEREAS, the Annual Report, as required by Streets and Highways Code 536500 et seq.,
has been submitted to the City Council bythe Board of Directors of said Improvement District; and
WHEREAS, a public hearing was held as required by Streets and Highways Code §36524
on December 15, 2010, in the City Council Chambers at Carnegie Forum, 305 West Pine Street,
Lodi, California, at 7:00 p.m., or as soon thereafter as possible, to consider protests to the
assessment levy.
NOW, THEREFORE, the City Council of the City of Lodi does hereby resolve, determine,
and find as follows:
1The required public hearing was duly held, at which time the public was allowed to
present written or oral protests to the levy of assessment for Lodi Tourism Business
Improvement District.
2) A majority protest as defined in the Streets and Highways Code §36525 was not
made.
3) The 2011 Annual Report as submitted on November 23, 2010, by the Board of
Directors of the Lodi Tourism Business Improvement District to the City Council is
hereby confirmed as originally filed and attached hereto.
4) The confirmation of the report and adoption of this resolution constitutes the levy of
the assessment as contained in the Annual Reportfor the calendar year 2011.
Dated: December 15, 2010
hereby certify that Resolution No. 2010-224 was passed and adopted by the City Council of
the City of Lodi in a regular meeting held December 15, 2010, by the following vote:
AYES: COUNCIL MEMBERS - Hansen, Mounce, Nakanishi, and Mayor Johnson
NOES: COUNCIL MEMBERS - None
ABSENT: COUNCIL MEMBERS - Katzakian
ABSTAIN: COUNCIL MEMBERS - No
V4N-DOHL
City Clerk
2010-224
CONFERENCEANDVISITORS 1311RM
November 16,2010
Randi Johl
City of Lodi
221 W. Pine St.
Lodi, CA 95240
Dear Ms. Johl,
Enclosed please find the 2011 Annual Report for the Lodi Tourism Business
Improvement District (LTBID) which was established October 6,2004 by City
Ordinance 1753 and was amended I I/19/2008by Resolution No. 2008-229.
Enclosed you will find a 2011 work plan, budget and method of assessment as required
by the California Streets and Highways Code #33650. Please note there are no suggested
changes to the District at this time.
I plan to make a presentation to the Council at the November 23, 2010 City Council
Shirtsleevemeeting. Please feel free to call me with any questions you may have.
President and CEO
115S. School Street, Suite 9 • Lodi, California 95240 0 Toll -Free: 800-798-1810 ' 209-365-1195 *Fax: 209-365-1191 * www.visdodi.com
2011 Lodi Tourism Business Improvement District Annual Report
Assessment Funding Purpose: To administer marketing programs to promote the City of
Lodi as a tourism destination and to fund projects, programs, and activities that benefit
hotels within the Business Improvement District boundaries
Method of Assessment: The LTBID includes all hotels/lodging facilities within the City
of Lodi as well as two properties currently located at the intersection of Kettleman Ln.
and 1-5. Each lodging facility within the district shall be assessed 3% of the gross room
rental revenue. Rentals (stays) lasting over 30 days are not subject to the assessment.
The assessment is levied annual and collected quarterly.
2011 Work Plan (See Attachedl
For the purpose of the Annual Report presentation, we have broken our 2011 work plan
into 4 project areas:
■ Marketing/Promotional Activities
• Customer Service & Hospitality
• Communications
• Committees
2011 Budget
GIL Account 1 2011 1
ne - BID
$235,750.00
Income -Tourism Lunch
$6,000.00
Income- osta edonations
$0.00
income - Ares booking engine
$25.00
Income -website advertising
$500.00
Total Income
$362,796.00
Advertising
$20,975.00
Opportunties
$4,693.06
Dues & Subscriptions
$3,813.00
Education/Conferences
$425.00
Equipment Lease
$5,730.00
Event Expenses - Taste of Lodi
$39,703.0
Event Expenses -Tourism Lunch
$5,502.00
Facilities Fund
$25,000.00
Gifts
$200.00
Hospitality/Meals
$1,260.00
insurance
Directors& Officers
$1,600.00
Health
$9,000.00
Liability
$568.00
Work Comp
$1,300.0
Labor- Contract
$250.00
Office Ex enses
Equipment
$1,000.00
Maintenance
$2,200.00
supplies
$1,599.00
Personnel
Salaries
$144,147.00
Benefits
$12,369.00
Postage & Delivery
$2,533.00
Printing & Reproduction
$2,215.00
Professional Fees
Accounting
$3,870.0
Administration-Ci of Lodi
$1 1,788.0
Le al Fees
$250.00
Promotion
$4,440.0
Rent
$19,955.00
Re airs
Computer Repairs
$800.00
Tax & License
Payroll
$12,140.0
Pro a
$2,362.0
Licenses
$70.00
Technology
$3,780.00
Telephone
$1,900.00
Trade Shows
$6,065.00
Travel & Entertainment
Meals
$570.00
Travel
$3,335.0
Utilities-Gas& Electric
$2,100.0
Total Expense
$362,796.00
Net Profit Loss
$0.00
Visit Lodi!
Conference & Visitors Bureau
2011 Work Plan
Marketing/Promotion Activities
Leisure Market
Targeted Advertising Ads will be placed in designated target markets including
the greater Sacramento and northern California region to promote Lodi. Ads will
include a response measure for tracking purposes wherever possible. In 2011
staff will be continually researching the availability and feasibility of new
marketing/advertising programs including web -based opportunities.
Trade Shows: Visit Lodi! will have a booth at the 2011 Bay Area Travel Show
and Treasure Island Winefest. Staff will actively promote and recruit Lodi hotels
and attractions to participate as vendors as a way to have a greater presence at
the shows while increasing visibility and promotional opportunity for Lodi. All
leads- will be tracKledand a databaseoe n ed fdr future
marketing opportunities.
Visit Lodi! will partnerwith the Central Valley Tourism Association to promote and
represent Lodi at the Los Angeles Times Travel Show. In addition, Visit Lodi! will
research wine promotion opportunities at the Sunset Celebration Weekend
Travel Show.
Taste cf Lodi: Visit Lodi! will produce the 9th annual signature event to 1.) draw
in visitors and 2.) showcase and market Lodi as a wine country tourism
destination. Staff will work to increase the quality of the look and feel of the
event by introducing additional vendor standards.
LodiView: Visit Lodi! will continue to offer LodiView as a monthly e -publication
highlighting Lodi events and activities of interestto the tourist. Staff proposes to
increase subscriber distribution by a minimum of 10%.
Research: In 2011 Visit Lodi! Staff will research the process and feasibility of
promoting Lodi as a wedding destination.
Group Market
Tradeshows: Visit Lodi! will attend three sales shows created for the group
market: The California Society of Association Executives (Cal SAE), the National
Tour Operator Travel & Tourism Exchange, and SGMP. All sales leads will be
followed up on and added to our database for future opportunities.
2
Fam Tours: Visit Lodi! Group Sales Managerwill host quarterly Fam Tours for
meeting planners and group decision makers as a tool to market Lodi as a group
meeting destination.
Direct Mail Camoaian: Quarterly fliers/brochures will be mailed to group sales
decision makers to reinforce the Lodi tourism message.
Local Host Program: In 2011, the Group Sales Managerwill make 12
presentations to local social groups and service clubs to promote the Host -at -
Home Program. A 2011 Host -at -Home Award will be given out at the Annual
Tourism Luncheon as a way to 1.) keep groups local as a top of mind perception
for citizens and 2.) recognize individuals who participate in the program by
referring groups to Visit Lodi! sales staff.
Sponsorships: Sponsorships at tradeshows will be utilized (when appropriate
and as funding allows) as a method by which to introduce the group marketto
Lodi as a destination.
Customer Service/Hospitality
Visitor Information Packets: Visitor information will be distributed on request via
email or through access on our website.
Website: The goal of the website is twofold: 1.) To educate and create
awareness of Lodi as a visitor destination and to 2.) Provide the highest degree
of customer service by ensuring that visitor information is complete, up-to-date
and easily accessible. All other sections of the visitlodi.com website will be
maintained and updated on a regular basis.
Visitor Publications: Visit Lodi! will develop and maintain a number of
publications geared to increase availabilityof visitor information.
➢ Lodi Travel Planner: An updated Lodi Travel Plannerwill be presented
for distribution in the Summer of 2011. The book which is designed to
showcase Lodi to potential visitors and tourists is currently distributed to
hotels, wineries, venues and othertourist attractions. It is one of the main
marketing piecesforVisit Lodi! and is mailed upon requestand is
distributed at travel trade and sales shows. Consumerswiil be able to
access the guide on-line and advertisers in the guide will have the ability
to change their on-line ads 4 times throughout the year giving them
flexibility in their advertising campaigns.
9 Festival & Events Calendar: Visit Lodi! will produce an in-house
designed/printed Festival & Events Calendar. The Calendar, produced
annually, is a quick reference to events in the Lodi area and is distributed
at the hotels, tradeshows, and in visitor information packets.
9 Visitor Attraction Map & Guide: fn January of 201 (Visit Lodi! will
introduce an updated Visitor Attraction Map & Guide. The map will be
distributed to hotels, wineries and attractions for their use and will be the
main piece sent out to visitors requesting visitor information. The map is
designed to fold into a brochure so that it can be used in a card rack or as
a self -mailer.
➢ Meeting Facilities Brochure: Produced in-house, the Meeting Facilities
Brochure is designed to provide informationto potential consumers on
event facilities.
Hotel Brochure Distribution: Visit Lodi! staff will provide a monthly brochure
distribution service to all Lodi hotels, wineries and attractions. The goal is to
ensure that visitor information is widely available and easily accessible to guests.
Communications
Newsletter: In 2011 Visit Lodi! will print and distribute two annual newsletters.
The reports will be distributed to local constituents and individuals vested in the
tourism industry as a way to inform the public as to the programs and services
undertaken by the Conference & Visitors Bureau.
Twitter and Facebook: Staff will update Visit Lodi! Twitter and Facebook
accounts weekly and proposes to increase followers by a minimum of 10%.
Committees
Hotel Council: The Visit Lodi! Hotel Council meets to exchange information
about Lodi events, promotions, and programs and services. Beginning in 2011,
the Council will meet on a quarterly basis.
4
40
Please immediately confirm receipt
of this fax by calling 333-6702
CITY OF LODI
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT: PUBLIC HEARING
ASSESSMENT FOR
DISTRICT
REGARDING INTENTION TO L E W ANNUAL
LODI TOURISM BUSINESS IMPROVEMENT
PUBLISH DATE: SATURDAY, NOVEMBER 27,2010
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILLTO: RANDI JOHL, CITY CLERK
LNS ACCT. #0510052 City cf Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: TUESDAY, NOVEMBER 23,2010
ORDERED BY: RANDI JOHL
CITY CLERK
O�ANIFER It ROBISON, CMC MARIA BECERRA
SSISTANT CITY CLERK ADMINISTRATIVE CLERK
Faxed to; the Sentinel at 369=1084 at ' gime).on (date) (pages)
LNS Phoned to.confirm receipf of all pages; at (time) a MB _JMR, (initials)
forms\advins.doc
DECLARATION OF POSTING
PUBLIC HEARING REGARDING INTENTION TO LEVY ANNUAL ASSESSMENT FOR
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT
On Tuesday, November 23, 2010, in the City of Lodi, San Joaquin County, California, a
copy of a Notice of Public Hearing regarding intention to levy annual assessment for
Lodi Tourism Business Improvement District (attached hereto, marked Exhibit "A) was
posted at the following four locations:
Lodi Public Library
Lodi City Clerks Office
Lodi City Hall Lobby
Lodi Carnegie Forum
declare under penalty of perjurythat the foregoing is true and correct.
Executed on November 23, 2010, at Lodi, California.
NIFER M. OBISON, CMC
VSIS
CITY CLERK
N:\Administration\CLERK\Fonns\DECPOSTI.DOC
ORDERED BY:
RANDIJOHL
CITY CLERK
MARIA BECERRA
ADMINISTRATIVE CLERK
NOTICE OF PUBLIC HEARING
RESOLUTION NO. 2010-205 =
A RESOLUTION OF INTENTION TO L E W ANNUAL
ASSESSMENT FOR LODI TOURISM BUSINESS
IMPROVEMENT DISTRICT, ESTABLISHING PUBLIC
HEARING DATE, AND APPROVING ANNUAL REPORT
TV
WHEREAS, Lodi Tourism Business Improvement District was established December
20, 2004, by City Council adoption of Ordinance 1753, and as amended by Ordinances 1756
and 1818; 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 district.
NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that it 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 December 15, 2010, in the City Council Chambers, Carnegie
Forum, 305 West Pine Street, Lodi, California, at 7:00 p.m., or as soon
thereafter as possible, as the date, place and time to hold the public hearing.
3. It is the intention of the City Council to levy and collect assessments within the
Lodi Tourism Business Improvement District for calendar year 2011(the District's
fiscal year).
4. The proceeds from the Lodi Tourism Business Improvement District assessment
shall be used to administer marketing programs to promote the City of Lodi as a
tourism destination and to fund projects, programs, and activities that benefit
hotels within the City of Lodi. The boundaries of the Lodi Tourism Business
Improvement District shall be the boundaries of the City of Lodi and County
Service Area #31 (Flag City). Refer to the report on file in the Lodi City Clerk's
office for a full and detailed description of the improvements and activities,
boundaries, and proposed assessments for the 2011 fiscal year.
5. At the time of the public hearing, written and oral protests may be made. The
form and manner of protests shall comply with Streets and Highways Code
§36524 and 36525.
Date: November 23, 2010
V-
����.�-������-.�����-.��-�:
..........................
I hereby certify that Resolution No. 2010-205 was passed and adopted by the Lodi City
Council in a special meeting held November 23, 2010, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCIL MEMBERS — Hansen, Johnson, Mounce, and Mayor Katzakian
COUNCIL MEMBERS — None
COUNCIL MEMBERS — Hitchcock
COUNCIL MEMBERS — None
2010-205
CITY COUNCIL
BOB JOHNSON, Mayor
JOANNE MOUNCE,
Mayor Pro Tempore
LARRY D. HANSEN
PHIL KATZAKIAN
ALAN NAKANISHI
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 citvclerkelodi.aov
December 17,2010
Nancy Beckman
President and CEO
Visit Lodi! Conference & Visitors Bureau
115 S. School St., Suite 9
Lodi, CA 95240
KONRADT BARTLAM
City Manager
RAND[ JOHL, City Clerk
D. STEPHEN SCHWABAUER
City Attorney
RE: RESOLUTION CONFIRMING THE 2011 ANNUAL REPORT FOR THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT AND LEVY OF
ASSESSMENT
The Lodi City Council, at its meeting of December 15, 2010, adopted the
enclosed resolution confirming the 2011 Annual Report for the Lodi Tourism
Business Improvement District and levy of assessment.
Should you have any questions, please feel free to contact the City Clerk's Office.
Sincerely,
nifer M obison
Assistant City Clerk
JMR
Enclosure
N:\Ad min is trati on\C LERK\Fol lowup\]TB IDann ualreport.doc