HomeMy WebLinkAboutAgenda Report - September 2, 2015 G-02 PHAGENDA ITEM
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CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Public Hearing to Adopt a Resolution of Formation of the Lodi Tourism Business
Improvement District
MEETING DATE: September 2, 2015
PREPARED BY: Business Development Manager
RECOMMENDED ACTION: Public Hearing to adopt a Resolution of Formation of the Lodi
Tourism Business Improvement District
BACKGROUND INFORMATION: In response to petitions received from lodging businesses that will
pay more than 50 percent of the total amount of the proposed
assessment, on July 15, 2015 the Council adopted a Resolution of
Intention to establish the Lodi Tourism Business Improvement District (District) and a Resolution
Requesting the Consent of San Joaquin County to create the Lodi Tourism Business Improvement
District, which boundaries include County Service Area No. 31, also known as "Flag City." The new
District would be formed under the Property and Business Improvement Law of 1994 and would provide
additional revenue -generation opportunity for the District through an increased assessment rate for
lodging businesses located within City limits; an Owners Association responsible for implementation of
the Management District Plan; and a five-year initial term. Notices were subsequently mailed out
beginning a mandatory 45 -day period in which owners could protest district formation. The protest period
was scheduled to end on August 29.
On August 5, 2015 the Council held a public meeting to allow public testimony regarding the proposed
District; adopted a Resolution of Intention to disestablish the existing District; and introduced an
Ordinance to disestablish the existing District.
Current Situation
Staff will update the Council at the meeting regarding the status of the San Joaquin County Board of
Supervisors granting consent to the City to establish the District within unincorporated County Service
Area No. 31.
Staff recommends Council adopt a Resolution of Formation. In addition, staff recommends Council adopt
the Ordinance disestablishing the existing District, which is scheduled separately on this agenda.
APPROVED: 10
tep en Sbivvabader, City Manager
FISCAL IMPACT: None immediately. The City will receive a fee of 3.25 percent of the
amount collected to cover its costs of administration. Because the district
programs are intended to increase visitation to the City, there may be an
increase in transient occupancy tax and sales tax collections.
FUNDING AVAILABLE: Not applicable.
Adam Brucker
Business Development Manager
RESOLUTION NO. 2015-159
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING THE RESULTS OF MAJORITY PROTEST
PROCEEDINGS AND ESTABLISHING THE LODI
TOURISM BUSINESS IMPROVEMENT DISTRICT
WHEREAS, the Property and Business Improvement District Law of 1994,
Streets and Highways Code §36600 et seq., authorizes the City to establish business
improvement districts upon petition by a weighted majority of the lodging business
owners located within the boundaries of the district; and
WHEREAS, lodging business owners who will pay more than fifty percent (50%)
of the proposed assessment, as weighted according to the amount of the assessment to
be paid by the petitioner, within the boundaries of the Lodi Tourism Business
Improvement District ("LTBID") have petitioned the City Council to establish the LTBID;
and
WHEREAS, the proposed district includes lodging businesses in the City of Lodi
and the County of San Joaquin; and
WHEREAS, consent to include lodging businesses in a portion of its jurisdiction
has been received from the County of San Joaquin; and
WHEREAS, included with the petitions was a Management District Plan (Plan)
summary that describes the proposed assessment to be levied on lodging businesses
within the LTBID to pay for sales promotion and marketing activities, and other
improvements and activities set forth in the Plan; and
WHEREAS, the assessed lodging businesses within the LTBID will receive a
specific benefit from the activities and improvements set forth in the Plan; and
WHEREAS, on July 15, 2015, at 7:00 p.m., at Carnegie Forum, 305 West Pine
Street, Lodi, CA, 95240, the City Council adopted a Resolution of Intention, Resolution
No. 2015-120; and
WHEREAS, the public meeting and public hearing to consider the establishment
of the LTBID have been properly noticed in accordance with Streets and Highways Code
§36623; and
WHEREAS, on August 5, 2015, at 7:00 p.m., at Carnegie Forum, 305 West Pine
Street, Lodi, CA, 95240, the City Council held a public meeting regarding the
establishment of the LTBID, and the City Council heard and received objections and
protests, if any, to the establishment of the LTBID and the levy of the proposed
assessment; and
WHEREAS, on September 2, 2015, at 7:00 p.m., at Carnegie Forum, 305 West
Pine Street, Lodi, CA, 95240, the City Council held a public hearing regarding the
establishment of the LTBID, and the City Council heard and received all objections and
protests, if any, to the establishment of the LTBID and the levy of the proposed
assessment; and
WHEREAS, the City Clerk has determined that there was no majority protest. A
majority protest is defined as written protests received from owners of businesses in the
proposed district which would pay fifty percent (50%) or more of the assessments
proposed to be levied. Protests are weighted based on the assessment proposed to be
levied on each lodging business.
NOW, THEREFORE, BE IT RESOLVED BY THE LODI CITY COUNCIL THAT:
1. The recitals set forth herein are adopted by the City Council as findings and they
are true and correct.
2. The Lodi Tourism Business Improvement District is hereby established for a five
(5) year term, beginning October 2, 2015 through September 30, 2020.
3. The Plan dated August 19, 2015 is hereby adopted and approved.
4. The activities to be provided to benefit businesses in the district will be funded by
the levy of the assessment. The revenue from the assessment levy shall not be used: to
provide activities that directly benefit businesses outside the district; to provide activities
or improvements outside the LTBID; or for any purpose other than the purposes
specified in this Resolution, the Resolution of Intention, and the Plan.
5. The City Council finds as follows:
a) The activities funded by the assessment will provide a specific benefit to
assessed businesses within the LTBID that is not provided to those not
paying the assessment.
b) The assessment is a charge imposed for a specific benefit conferred or
privilege granted directly to the payor that is not provided to those not
charged, and which does not exceed the reasonable costs to the local
government of conferring the benefit or granting the privilege.
C) The assessment is a charge imposed for a specific government service or
product provided directly to the payor that is not provided to those not
charged, and which does not exceed the reasonable costs to the local
government of providing the service or product.
d) Assessments imposed pursuant to the LTBID are levied solely upon the
assessed business, and the business owner is solely responsible for
payment of the assessment when due. If the owner chooses to collect
any portion of the assessment from a transient, that portion shall be
specifically called out and identified for the transient in any and all
communications from the business owner as the "LTBID Assessment."
6. The assessments levied for the LTBID shall be applied towards sales,
promotions and marketing programs to market Lodi lodging businesses as tourist,
2
meeting and event destinations, and other improvements and activities as set forth in the
Plan.
7. Assessments levied on lodging businesses pursuant to this resolution shall be
levied on the basis of benefit. Because the services provided are intended to increase
room rentals, an assessment based on room rentals is the best measure of benefit.
8. The assessments for the entire District will total approximately $538,000 in year
one.
9. Bonds shall not be issued to fund the LTBID.
10. The LTBID shall include all lodging business located within the boundaries of the
the City of Lodi and a portion of the unincorporated area of San Joaquin County, County
Service Area No. 31, also know as "Flag City". A boundary map is attached hereto and
incorporated herein by reference.
11. The assessments shall be used for the purposes set forth above and any funds
remaining at the end of any year may be used in subsequent years in which the LTBID
assessment is levied, as long as they are used consistent with the requirements set forth
herein.
12. The assessments to fund the activities and improvements for the LTBID will be
collected by the City and County on a quarterly basis, and in accordance with Streets
and Highways Code §36631.
13. The City Council, through adoption of this Resolution and the Plan, has the right
pursuant to Streets and Highways Code §36651, to identify the body that shall
implement the proposed program, which shall be the Owners' Association of the LTBID
as defined in Streets and Highways Code §36614.5. The City Council has determined
that the Lodi Conference and Visitors Bureau shall be the Owners' Association.
14. Lodi Conference and Visitors Bureau, pursuant to Streets and Highways Code
§36650, shall cause to be prepared a report for each fiscal year, except the first year, for
which assessments are to be levied and collected to pay the costs of the improvement
and activities described in the report. The first report shall be due after the first year of
operation of the district.
15. The LTBID established pursuant to this resolution will be subject to any
amendments to the Property and Business Improvement District Law of 1994 (California
Streets and Highways Code §36600 et. seq.).
16. The City Clerk, or his or her designee, is directed to take all necessary actions to
complete the establishment of the LTBID and to levy the assessments.
17. This Resolution shall take effect immediately upon its adoption by the Lodi City
Council.
Dated: September 2, 2015
3
I hereby certify that resolution No. 2015-159 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held September 2, 2015, by the following
vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, Nakanishi,
and Mayor Johnson
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
ATTEST:
Q A iu
NIFE M. FERRAIOLO
Ity Clerk
2015-159
BOB JODNSON
Mayor
Boundary Map
5
SUBJECT:
PUBLISH DATE
Please immediately confirm receipt
of this fax by catling 333-6702
CITY OF LODI
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
PUBLIC HEARING ON RESOLUTION OF INTENTION TO DISESTABLISH
THE LODI TOURISM BUSINESS IMPROVEMENT DISTRICT
SATURDAY, AUGUST 8, 2015
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO:
LNS ACCT. #0510052
DATED: THURSDAY, AUGUST 6, 2015
JENNIFER M. FERRAIOLO, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
ORDERED BY: JENNIFER M. FERRAIOLO
CITY CLERK
PAMELA M. FARRIS
DEPUTY CITY CLERK
ELENA STODDARD
ADMINISTRATIVE CLERK
Emailed to the Sentinel atdianer@lodinews.com at e) on *e) (pages)
LLS Phoned to confirm *w of all m a.at Mime —ES _PMF (Ii ltiak)
forms\advins.doc
NOTICE OF PUBLIC HEARING
RESOLUTION NO. 2015-135
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING ITS INTENTION TO DISESTABLISH THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT
WHEREAS, on October 6, 2004, the City Council adopted Ordinance No. 1753
establishing the Lodi Tourism Business Improvement District (herein called "District");
and
WHEREAS, on January 21, 2009, the City Council adopted Ordinance No. 1818
expanding the District; and
WHEREAS, the Parking and Business Improvement Area Law of 1989 (herein
called "89 Law"), Streets and Highways Code §36500 et seq., allows the City Council to
disestablish the District; and
WHEREAS, the City Council now intends to disestablish the District.
NOW, THEREFORE, BE IT RESOLVED BY THE LODI CITY COUNCIL AS
FOLLOWS:
1. The recitals set forth herein are true and correct.
2. The City Council declares its intention to disestablish the Lodi Tourism
Business Improvement District.
3. The time and place for a public hearing on the disestablishment of the
District are set for 7:00 p.m., or as soon thereafter as the matter may be
heard, on September 2, 2015, at the Council Chambers,
Carnegie Forum, 305 West Pine Street, Lodi, CA, 95240.
4. The City Council intends to disestablish the District concurrently with forming
a new tourism marketing district under the Property and Business
Improvement District Law of 1994. The proposed new district will contain the
same businesses, therefore, the City Council proposes transferring any
remaining revenue to the new district, to be used for marketing and
promotions efforts that benefit those businesses which paid the assessment.
5. The City Clerk is directed to provide notice of the public hearing in
accordance with Streets and Highways Code §36523.
6. This resolution shall take effect immediately upon its adoption by the City
Council.
Dated: August 5, 2015
I hereby certify that Resolution No. 2015-135 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held August 5, 2015, by the following
vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, and
Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mayor Johnson
ABSTAIN: COUNCIL MEMBERS — None
ATTEST:
JENNIFER M. FERRAIOLO
City Clerk
MARK CHANDLER
Mayor Pro Tempore
2015-135
DECLARATION OF POSTING
PUBLIC HEARING ON RESOLUTION OF INTENTION TO DISESTABLISH THE LODI
TOURISM BUSINESS IMPROVEMENT DISTRICT
On Tuesday, August 11, 2015, in the City of Lodi, San Joaquin County, California, a
Notice of Public Hearing on Resolution of Intention to disestablish the Lodi Tourism
Business Improvement District (attached and marked as Exhibit A) was posted at the
following locations:
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
WorkNet Office
I declare under penalty of perjury that the foregoing is true and correct.
Executed on August 11, 2015, at Lodi, California.
Mki
NIFERM. FERRAIOLO
'TY CLERK
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK
ELENA STODDARD
ADMINISTRATIVE CLERK
NA\Administration\CLERK\Public Hearings\AFFADAVITS\DECPOST LTBID disestablish.doc
NOTICE OF PUBLIC HEARING
RESOLUTION NO. 2015-135
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING ITS INTENTION TO DISESTABLISH THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT
WHEREAS, on October 6, 2004, the City Council adopted Ordinance No. 1753
establishing the Lodi Tourism Business Improvement District (herein called "District");
and
WHEREAS, on January 21, 2009, the City Council adopted Ordinance No. 1818
expanding the District; and
WHEREAS, the Parking and Business Improvement Area Law of 1989 (herein
called "89 Law"), Streets and Highways Code §36500 et seq., allows the City Council to
disestablish the District; and
WHEREAS, the City Council now intends to disestablish the District,
NOW, THEREFORE, BE IT RESOLVED BY THE LODI CITY COUNCIL AS
FOLLOWS:
1. The recitals set forth herein are true and correct.
2. The City Council declares its intention to disestablish the Lodi Tourism
Business Improvement District.
3. The time and place for a public hearing on the disestablishment of the
District are set for 7:00 p.m., or as soon thereafter as the matter may be
heard, on September 2, 2015, at the Council Chambers,
Carnegie Forum, 305 West Pine Street, Lodi, CA, 95240.
4. The City Council intends to disestablish the District concurrently with forming
a new tourism marketing district under the Property and Business
Improvement District Law of 1994. The proposed new district will contain the
same businesses, therefore, the City Council proposes transferring any
remaining revenue to the new district, to be used for marketing and
promotions efforts that benefit those businesses which paid the assessment.
5. The City Clerk is directed to provide notice of the public hearing in
accordance with Streets and Highways Code §36523.
6. This resolution shall take effect immediately upon its adoption by the City
Council.
Dated: August 5, 2015
I hereby certify that Resolution No. 2015-135 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held August 5, 2015, by the following
vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, and
Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mayor Johnson
ABSTAIN: COUNCIL MEMBERS — None
ATTEST:
L -� • •
Clerkity
Cl
MARK CHANDLER
Mayor Pro Tempore
2015-135
DECLARATION OF MAILING
RESOLUTION OF INTENTION TO DISESTABLISH THE LODI TOURISM BUSINESS
IMPROVEMENT DISTRICT
On Tuesday, April 11, 2015, in the City of Lodi, San Joaquin County, California, I deposited in
the United States mail, envelopes with first-class postage prepaid thereon, containing a
Resolution of Intention to disestablish the Lodi Tourism Business Improvement District,
attached hereto Marked Exhibit A. The mailing list for said matter is attached hereto, marked
Exhibit B.
There is a regular daily communication by mail between the City of Lodi, California, and the
places to which said envelopes were addressed.
declare under penalty of perjury that the foregoing is true and correct.
Executed on April 11, 2015, at Lodi, California.
X` IFER FERRAIOLO
LERK
Forms/deemail.doc
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK, CITY OF LODI
ELENA STODDARD
ADMINISTRATIVE CLERK
CITY COUNCIL
BOB JOHNSON, Mayor
MARK CHANDLER,
Mayor Pro Tempore
DOUG KUEHNE
JOANNE MOUNCE
ALAN NAKANISHI
CITY OF LOM
CITY HALL, 221 WEST PINE STREET
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
(209) 333-6702 / FAX (209) 333-6807
www.lodi.gov ciiyclark fadi.gby
August 6, 2015
STEPHEN SCHWABAUER
City Manager
JENNIFER M. FERRAIOLO
City Clerk
JANICE D. MAGDICH
City Attorney
RE: RESOLUTION OF INTENTION TO DISESTABLISH THE LODI TOURISM
BUSINESS IMPROVEMENT DISTRICT
The Lodi City Council, at the August 5, 2015 Regular Meeting, adopted the
enclosed Resolution of Intention to Disestablish the Lodi Tourism Business
Improvement District and establish the public hearing date of September 2, 2015.
Should you have any questions, please feel free to contact the City Clerk's Office.
Sincerely,
Pamela M. Farris
Deputy City Clerk
PMF
Enclosure
N:\Administration\CLERK\Followup\1LTBID Disestablish.doc
RESOLUTION NO. 2015-135
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING ITS INTENTION TO DISESTABLISH THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT
WHEREAS, on October 6, 2004, the City Council adopted Ordinance No. 1753
establishing the Lodi Tourism Business Improvement District (herein called "District");
and
WHEREAS, on January 21, 2009, the City Council adopted Ordinance No. 1818
expanding the District; and
WHEREAS, the Parking and Business Improvement Area Law of 1989 (herein
called "89 Law"), Streets and Highways Code §36500 et seq., allows the City Council to
disestablish the District; and
WHEREAS, the City Council now intends to disestablish the District.
NOW, THEREFORE, BE IT RESOLVED BY THE LODI CITY COUNCIL AS
FOLLOWS:
1. The recitals set forth herein are true and correct.
2. The City Council declares its intention to disestablish the Lodi Tourism
Business Improvement District.
3. The time and place for a public hearing on the disestablishment of the District
are set for 7:00 p.m., or as soon thereafter as the matter may be heard, on
September 2, 2015, at the Council Chambers, Carnegie Forum, 305 West
Pine Street, Lodi, CA, 95240.
4. The City Council intends to disestablish the District concurrently with forming
a new tourism marketing district under the Property and Business
Improvement District Law of 1994. The proposed new district will contain the
same businesses, therefore, the City Council proposes transferring any
remaining revenue to the new district, to be used for marketing and
promotions efforts that benefit those businesses which paid the assessment.
5. The City Clerk is directed to provide notice of the public hearing in
accordance with Streets and Highways Code §36523.
6. This resolution shall take effect immediately upon its adoption by the City
Council.
Dated: August 5, 2015
hereby certify that Resolution No. 2015-135 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held August 5, 2015, by the following
vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, and
Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mayor Johnson
ABSTAIN: COUNCIL MEMBERS — None
ATTEST:
N1 ER IV FERRAIOLO
C. y Clerk
--�Ow
MARK CHANDLER
Mayor Pro Tempore
2015-135
NAME
Wine & Roses LLC
Del Rancho Motel
Motel 6
Star Hotel
Budget Inn of Lodi
Econo Lodge Inn & Suites
Lodi EI Rancho Motel
Lodi EI Rancho Motel
Modern Motor Lodge
Wine Country Inn
Rancho Grande Motel
Traveler's Hotel
ATTN
MA1
MA2
2505 W. Turner Rd.
Lodi, Calif. 95242
Ashvin Patel
501 N. Cherokee Ln
Lodi, Calif. 95240
Shri Laxmi Ganesha Inc
1140 S Cherokee Ln
Lodi, CA 95240
Patel, Kanu /Jayesh K.
P. O. Box 263
Lodi, Calif. 95241
Suresh B. Patel
917 S. Cherokee Ln
Lodi, Calif. 95240
Sann Hospitality
118 N. Cherokee Ln
Lodi, CA 95240
K&R Property Group LLC
603 N. Cherokee Ln
Lodi, CA 95241
K&R Property Group LLC
12231 Jackson Rd
Sloughhouse, CA 95683
Sunil & Shobhana Yadav
1050 S. Cherokee Ln
Lodi, CA 95240
Surendra F. Patel
607 S. Cherokee Ln
Lodi, CA 95240
Hasmukh M. Bhakta
807 S. Cherokee Ln
Lodi, CA 95240
Ghanshyam A. Patel
112 N. School St.
Lodi, CA 95240
m
1
W
Viking Motel
Rakesh &Smita Patel
815 S. Cherokee Ln
Lodi, CA 95240
Best Western Royal Host Inn
Raad Hospitality Group
710 S. Cherokee Ln
Lodi, CA 95240
Economy Inn
Jayanti Bhakta
1100 S. Cherokee Ln
Lodi, CA 95240
Main Hotel
Moti Bhamti Trust
4 S. Main Street
Lodi, CA 95240
Hampton Inn & Suites
Geweke VII, LP
PO Box 1420
Lodi, CA 95241
Best Western 1-5 Inn
Rajiv Jain
6411 W Banner Rd
Lodi, CA 95242
Microtel Inn & Suites
Rajiv Jain
6428 W Banner Rd
Lodi, CA 95242
Lodi Holiday Inn Express
LCS-Management, Inc.
1337 E Kettleman Ln
Lodi, CA 95240
Golden Era Hotel
Gloria Properties
18 S Main St
Lodi, CA 95240
Golden Era Hotel
Gloria Properties
8095 E Crystal Dr
Anaheim, CA 92807
Hutchins House Vacation Rental
Marne Simpson
705 W Oak St
Lodi, CA 95240
Hutchins House Vacation Rental
Marne Simpson
2920 Applewood Dr
Lodi, CA 95242
Colleen's Cottage
Kenneth Bingaman
306 Bella Vista Dr
Lodi, CA 95240
Merlot Bungalow
Merlot Bungalow
Maurie Jacinto
Maude Jacinto
The Carriage House Vacation Rental Tom & Shelly Azevedo
The Carriage House Vacation Rental Tom & Shelly Azevedo
Sandpiper Guest House Annette & Gordon MacKay
430 W Elm St
3711 E Acampo Rd
311 Y2 W Oak St
P O Box 46
551 Sandpiper Cr
Lodi, CA 95240
Acampo, CA 95220
Lodi, CA 95240
Lodi, CA 95241
Lodi, CA 95240
Sandpiper Guest House
Annette & Gordon MacKay
P O Box 1062
Woodbridge, CA 95258
Bella Vino B&B
Victor & Adrian Schuh Steve & Lillie
235 S Hutchins St
Lodi, CA 95240
Thomas
Bella Vino B&B
Victor & Adrian Schuh Steve & Lillie
2311 Eilers Ln
Lodi, CA 95242
Thomas
603 Locust Street
Lavette Properties, Lorraine Paskett
603 Locust Street
Lodi, CA 95240
604 Locust Street
Lavette Properties, Lorraine Paskett
4138 Cambridge Rd
La Canada, CA 91011
Cabo Wabo
2432 Muirfield Dr
Lodi, Ca 95242
Lodi, CA 95240
Sylvia Rutter
320 N Pleasant
Lodi, CA 95240
The Brick Bungalow
714 W. Lockeford Street