HomeMy WebLinkAboutAgenda Report - November 18, 1998 (55)CITY OF LODI COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution of Intention Accepting the Business
Improvement Area Annual Report Expressing the Council's
Intention to Levee an Assessment and Setting Date for
Public Hearing
MEETING DATE: November 18, 1998
PREPARED BY: City Attorney
RECOMMENDATION: That the City Council adopt the Resolution of Intention
accepting the Business Improvement Area Annual Report
expressing the Council's intention to levee an assessment
and establishing the requisite public hearing on December
16, 1998.
BACKGROUND: Before you this evening is the annual report which is
required by the Streets and Highways Code relative to the
Business Improvement Area Assessment. Mr. Alan
Goldberg will appear on behalf of the Board of Directors to present to the Council the report. It is
anticipated that Mr. Goldberg will orally give the Council a summary of the report.
FUNDING: Not applicable.
Respectfully submitted,
R ndall A. Hays, City Attorney
.1�
APPROVED:
H. D' on Flynn — City Manager
Downtown Lodi Business
Partnership
1999 Annual Report
DOWNTOWN
Mission Statement
Downtown Lodi Business Partnership
The Downtown Lodi Business Partnership was established to
promote the economic revitalization of Downtown Lodi and to
maintain its economic health on an ongoing basis. This will be
accomplished by (1) encouraging development of new businesses
while retaining and revitalizing existing businesses, (2) promoting
retail activity by creating and maintaining a quality environment
through coordinated advertising and Downtown events, and (3)
serving as an advocate for Downtown businesses in dealing with
local government, maintenance projects, the media, and the
general public.
Downtown Lodi Business Partnership
1999 Annual Report
Items listed below refer to Section 36533(b) of the California Streets and Highway Code
(1) No changes in boundaries of benefit zones within the area are proposed.
(2) No physical improvements are planned. A Schedule of activities is attached. (Exhibit A)
(3) A Budget is attached (Exhibit B) which estimates revenues and costs associated with
these activities.
(4) A Benefit Fee schedule and a map of the Business Improvement Area are attached as
Exhibits C and D, respectively. There are no changes in the Benefit Fee schedule.
(5) A surplus of $20,000.00 is estimated for carryover to 1999.
(6) Contributions from sources other than assessments are detailed in the Budget presented as
Exhibit B.
Exhibit A
Downtown Lodi Business Partnership
Schedule of Activities - 1999
• 3 on 3 Basketball May 18
• Farmers' Market June 17 - Sept. 16
• Beerfest August 5
• Kiddie Parade September 18
• Arch Lighting November 18
• Wine Stroll November 28
• Parade of Lights December 2
• Awards Ceremony December 9
• Santa's Village December 9 - 23
Note:
(1) Date not set for Major Fundraiser
(2) Intend to develop activities for selected holidays such as Valentine's Day,
Easter, Mother's Day and Father's Day.
Exhibit B
Downtown Lodi Business Partnership
1999 Budget
Beginning Cash 20,00
Income:
Assessment Collections $ 31,500
City Match 31,500
Fund Raising Events
Farmers Market 2,800
Beerfest 15,000
Major Event 5,000
Total Income $ 85,800
Total Cash 105.80
Expenses:
General
Executive Director Salary
$ 30,000
Office Rent
6,000
Utilities
600
Telephone
1,200
Insurance
2,500
Accounting
600
CDA Conferences
1,800
Stationery, Supplies, & Postage
1,000
Holiday Decorations
3,000
Miscellaneous
1,000
Total Overhead $ 47,700
Marketing
Newsletter $ 1,200
Kiosk Updates 500
Map & Directory Brochures 2,000
Membership Mixers 1,200
Miscellaneous 2,000
Total Marketing $ 6,900
Advertisinp-
Newspaper
Radio
Cable
Total Expenses
$ 21,000
5,000
14.000
Total Advertising $ 40,000
$ 94,600
Ending Cash 11,200
Downtown Lodi Business Partnership
Assumptions - 1999 Budget
1) Assessment Collections
$35,000 billed X 90% _ $ 31,500
2) Fund Raising Events
• Farmers' Market (14 weeks X 200/week) _ $ 2,800
• Beerfest (expand & control costs) = 15,000
• Major Event (To be developed) = 5,000
$ 22,800
3) Other Events
• Anticipate breaking even on other events by obtaining
sponsors, selling space, etc.
4) Expenses - General
• Executive Director Salary most likely overstated since
will not be in place on 1/1/99.
• Office Rent - $500/month
• Insurance includes General Liability ($1,200) plus
D & O ($1,300)
• CDA Conferences - 2 conferences X 3 attendees
• Holiday Decorations - Contract on bows
5) Expenses - Marketing
• Newsletter - 12 issues, printing, & postage
• Membership Mixers - 4 mixers, 60 attendees,
at $5.00/attendee = $1,200
6) Advertising
• Beerfest and Major Fundraiser advertising to be
included within event budgets
• Specific media budgets to cover other events, promotions, and
generic Downtown advertising
• Newspaper - Lodi (News -Sentinel), Stockton and
San Joaquin County (The Record), Galt (The Herald), and
Lockeford - Clements (The News).
• Radio - to reach younger audience
• Cable (MediaOne) - year round spots
EXHIBIT C
D014NTOWN LODI BUSINESS PARTNERSHIP
ZONE A
BENEFIT FEE SCHEDULE
ZONE B
Retailers and
Restaurants $200. (1-3 emp.) $100.
$300. (4-6 emp.) $150.
$400. (7 + emp.) $200.
Service $150.
Businesses
Professional $ 100.
Businesses
Financial $500.
Institutions
$ 75.
$ 50.
$500.
note: retail and restaurant businesses will be charged on size which will be
determined by number of employees, either full-time or the equivalent
made up of multiples of part-time employees.
Business type definitions:
Retail and Restaurant: Businesses that buy and resell goods, examples are
clothing stores, shoe stores, office supplies as well as businesses that sell
prepared foods and drinks.
Service Businegses: 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, Accountants, Optometrists, Realtors, Insurance Offices, Mortgage
Brokers and most other businesses that require advanced and/or specialized
licenses and/or advanced academic degrees.
Financial Institutions: Includes banking and savings and loan institutions as
well as credit unions, etc.
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EXHIBIT D
DOWNTOWN LODI BUSINESS PARTNERSHIP
BUSINESS IMPROVEMENT AREA MAP .
RESOLUTION NO. 98-170
A RESOLUTION OF INTENTION TO LEVY ANNUAL
ASSESSMENT FOR DOWTOWN LODI BUSINESS
IMPROVEMENT AREA NO. 1, ESTABLISHING PUBLIC HEARING
DATE AND APPROVING ANNUAL REPORT
WHEREAS, Downtown Lodi Business Improvement Area No. 1 was established
December 17, 1997 by Council adoption of Ordinance No. 1654; and
WHEREAS, the Annual Report as required by Streets & 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 find as follows:
1. Approves the Annual Report as submitted, said Report being on file with the City
Clerk.
2. Establishes December 16, 1998 in the City Council Chambers, at 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 Highway 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 1999 (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, are set forth in the Map, Exhibit A,
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 business in the Area are in Exhibit B hereto 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 & Highways Code
§§36524 and 36525.
Dated: November 18, 1998
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I hereby certify that the foregoing is a true and correct copy of Resolution No. 98-170,
which was duly and regularly passed and adopted by the City Council of the City of Lodi in a
regular meeting held November 18, 1998 by the following vote:
AYES:
Council Members — Johnson, Land, Mann, Pennino and Sieglock (Mayor)
NOES:
Council Members — None
ABSENT:
Council Members — None
ABSTAIN:
Council Members — None
ALICE M. REI CHE
City Clerk
98-170
DOWNTOIdN LODI BUSINESS PARTNERSHIP EXHIBIT A
BUSINESS IMPROVELIENT AREA MAP
EXHIBIT B
NARRATIVE DESCRIPTION OF BIA PROGRAMS
Funds from the BIA will be used to establish but are not limited to the following programs:
A. age Bui!AiDg:
• "Shop Lodi First" campaign intended to discourage community shoppers from
going to nearby malls and community areas.
• Periodic institutional campaigns centered around prime shopping times —
Easter, Christmas, etc.
B. Retail Events and Activities:
Art Fairs
• Street Fairs
• Sidewalk Sales
Back to School Sales
Holiday Festivities
• Patriotic Themes
C. Coordinated Marketing Artivit ties:
• Advertising supplements for local newspapers
Direct mail promotions
D. Streetscane Involvement's
• Trash receptacles
Flowers and plants at selected locations
Physical cleanup of streets and sidewalks
• High visibility facade improvements
E. Commercial Recruitment and Retention
Work with the City's Economic Development coordinator and the Chamber of
Commerce to actively seek the most suitable business to fill existing vacancies
or vacancies as they occur.
Provide support services to existing businesses needing assistance in order to
remain in the downtown area.