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HomeMy WebLinkAboutResolutions - No. 2007-163Doc #I: 2007-143453 When Recorded, um to: 8/9/07 10:43 AM City of Lodi City Cle 's Office Page: 1 of 18 Fee: so P.O. Box 3006 Gary W. Freeman Lodi, CA 85241 1910 San Joaquin County Recorders Paid By: CITY OF LODI 111111111111111111111111111111 111111111 IIII 1111111111111111111111111111111111111111111111111 RESOLUTION NO. 2007-163 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LODI CONFIRMING THE 2008 ANNUAL REPORT FOR THE DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1 AND LEVY OF ASSESSMENT 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 and Highways Code §36533, has been submitted to the City Council by the Board of Directors of said Improvement Area; and WHEREAS, a public hearing was held as required by Streets and Highways Code §36524 on August 1, 2007, 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: 1) The 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 Downtown Lodi Business Improvement Area No. 1. 2) A majority protest as defined in the Streets and Highways Code §36525 was not made. 3) The 2007-08 Annual Report as submitted on July 18, 2007, by the Board of Directors of the Improvement Area 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 Report for the calendar year 2007. Dated: August 1, 2007 I hereby certify that Resolution No. 2007-163 was passed and adopted by the City Council of the City of Lodi in a regular meeting held August 1, 2007, by the following vote: AYES: COUNCIL MEMBERS - Hansen, Hitchcock, Katzakian, Mounce, and Mayor Johnson NOES: COUNCIL MEMBERS - None ABSENT: COUNCIL MEMBERS - None ,,.a•```` i l �r�':r,��� a ABSTAIN: COUNCIL MEMBERS - NOn�:`w4• Clerk 'G 2007-161. o " .:....• •' e for+a;rrllll May 16, 2007 Mr. Blair King, City Manager City of Lodi 221 W. Pine Street Lodi, CA 95241-1910 Re: Annual Report 2007/2008 Dear Blair: Section 11.0 of the City Ordinance Number 1654, establishing the Downtown Lodi Business Improvement Area, requires that we submit to you by September of each year our annual report and budget. In addition, the State of California Streets Highways code, which is the enabling legislation, also specifies that certain additional inforrr"h m be provided. You will find all of the required information contained in our report. We have provided you with seven copies, five for the City Council, one for the City Clerk and one for yourself, Thank you for your continued support. Sincerely, <1-a Jaime Watts, Executive Downtown Lodi Business Partnership ARTICLES OF LNCORPORATtON OF DOWNTOWN LOST BUSINESS ?ARMRWW A GiitorWa NOMWit Mutual Benefit CorpOrartfartt 203S309 ENDORSED FILM W the oft of * sWW of $44 of Ike sw 01 Calif l 4 W31 tib One. The n ma of the oor"tion Is Downtown Locl Rusinesr Partnership (A California Nonprofit MAW Bents t Corpomlion). Two: This oorpvrasiaa is a nonprofit matusl benefit corporation orgaoi ted under the Xottpro& Mutuil &am& Cotponflon Law. The purpotro of this corporation is to engage in any lawful act or *odvky for which a comma may be organized under such law. Such "mom fog ar*h dds corporation Is farmed are to pro€note and knpvve the eiowntown Lodi iWaess &ma, to rmu* kwovo bum oa ndiiions in the dowftnw area, and to VawxOly enhwoce tats dowr9o" Ova of the Cad olio&. X&Wld*ftA&q any Giber proybW oftbosc At es, titian 0000tsd= chaff w apge in any #aMdos or mcaccise any power ,dict are not in furlhel a -C4 of ft purpassft Of dds corpora&. Thrace: That rim* no ad&4= of dx oarparatioals initial agent lbr servios oiprooess is Ronald K Socka", RK..11 t N. a".'huni+ Street, Lodi, California, 93240. Fanta Tlm ri�pht to de w=ns the torAdderiWon for wbkh mwrsberAips wig be itscted chadf be vested in the R#sv tr Iate nW; to be dettmined by a m4orlty vote of the kevAxr Mvmt�trs in good PAWing. Fiw: No 1" of" no euvbW of lie corporation shall inure to the benefit of any rmmber or private *wvholdw, as defined for purpons of Section 581 (q) (0 of the Itrwrnaf Revenue Cade of 1934. Dated: March 31, 1993 157 200712408 ANNUAL REPORT Items listed below refer to Section 36533(b) of the California Streets and Highway Code: No changes in boundaries of benefit zones within the area are proposed. No physical improvements are planned. Budget for the biilvt,yegr July 1, 2007 through June 30, 2008 is enclosed. The budget details all sources of income and projected expenses. A Benefit Fee Schedule and a Map of the Business Improvement Area are enclosed. M Downtown is the heart of Lodi. 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. The value of downtown for its economic benefits, heritage and identity, benefits our entire community. A strong commitment by local government in conjunction with a well organized and active private sector is essential in loping our efforts moving forward. The calibration of the City's Finance Department and the Downtown Lodi Business Partnership; who levies annual assessments on businesses who reside within the benefit area, are the financial foundation of the organization.. Additional funds,are generated through fundraising, events and membership programs. The DLBP elects its own Board of Directors made up of fellow volunteer business owners, and is run by a staff of two, which includes an Executive Director and a part time assistant. Since its inception, the Downtown Lodi Business Partnership has been instrumental in the tremendous growth and vibrancy of the downtown community. The DLBP plays an important role in economic development by partnering with the public and private -sectors to improve the overall viability of downtown Lodi. Relationships have been built with other Lodi entities and with the city. We have been the voice of downtown on varies committees and contributed to numerous projects. The Downtown Lodi Business Partnership attends ribbon cuttings, events and social gatherings which make the organization more visible and has given us the opportunity to build relationships within the community. The Downtown Lodi Business Partnership uses marketing tools such as our website, tab insert in the Lodi News -Sentinel, press releases, radio public service announcements and media interviews to promote our signature events; Parade of Lights and Farmer's Market. We also provide community events and promotions such as; photos with the Easter Bunny, car shows, Grape Festival Youth Parade, horse-drawn carriage rides during the holiday season and photos with Santa. We will be adding more retail programs in effort to increase business for the merchants. A calendar of proposed events for the remainder of 2007 is enclosed. The Downtown Lodi Business Partnership strives to make all of our programs and events self" supporting through sponsorship, donations and fundraising. Additionally, the Downtown Lodi Business Partnership implements visual streetscape improvements such as holiday dicor, banners and signage. Recently we replaced all of the banners with a fresh look incorporating downtown's new image; Shop, Wine and Dine,..downtown Lodi. With our efforts and the city's continued support, downtown will continue to flourish and become a key destination that compares to no other. 159 CL c c wr m .0 0 mi C. c Q a 160 H z LU y W Downtown Lo& Business Partnership �... Proposed Budget July], 2007 rltrough Jane 30, 2008 k Incomes Assessment Fees 48500.00 City of Lodi 35300.00 Event Rcvmue 23000.00 Farmers Market 64000.00 Pa=de of Lights 10000400 Banner Sponsorship Program 7000.00 Friends of Downtown 1500.00 Easter Promotion 600.00 Grape Festival Youth Parade 600.00 Octoberfest 1500.00 Winterfest 1060.00 Miscellaneous Events & Sales 500U.Q0 Tectal Inge 1750000 Expenses Event Expenses Farmers Market 23000.00 Puede of Lights 3000.00 :Banner Sponsorship Program 1004.00 Friends of Downtown 500.00 Faster Promotion 200.00 Grape: Festival Youth Parade 200.00 Octoberfest 700.00 Winterfest 700.00 Mis.cellaneous Events & Sales 1000.00 Marketing Expenses Merchwt Brochure & Kjosk Map 4000,00 Advertising & Promotions 15000.00 Merge & Meetings 2600.00 Public Relations 3000.00 Marketing Campaigns 1600.00 Seminars 1500.00 Website 1500.00 Membership Expenses Newsletters 2500.00 Quarterly Mixers 500.00 Plaques & Trophies 500.00 Shine Committee 1500.00 Administrative Salaries & Wages 630000.00 Payroll Taxes 6000.00 161 Contract Labor Insurance Professional Fees Rent Siege Office Supplies Office Equipment Ekmk Fees Pale Telephone & Internet TeW Expenses Net Income 162 3000.00 12000.00 1000.(10 6000.00 2000.00 8000.00 2500.00 1000,00 1500.00 45.K.00 17500.00 0.00 2495 W. Martis Lanil, Suik 75, SloAlvn, G. 9W07 -50d7 Taft BoOd of Dkoctors DOMWV LO& BUWAWSS PaMWShip (A ami Lc, CaMi"s I have comw tip *=mpmft sh6ownt of financM potion of Downtown Lodi au%inow Paeicwrehip, (A Nonprofit Caw) as of Docwftw 31, 2006. and the related state merft of des and cash tbro for the y r then ended, in manor with Statements on St for AwmMng and Review Swvkes iced by the Americom Inditute of Certified Pubfic Amuntarts. A comm is timed to presen" in Me faun of Mandel stalmmerft Information that Is the repmsentmam of m&nepamt. i have rat sudVmd or teltie i the aacaort fg f nancer staternerds and, acoordliy, do not express an oOnion or any other form of assurance on ff"wn. C A.� ^ vd���A ih 14,2007 4- 163 DOWNTOWN LODI 13IJ984EW PARTNERSHIP to ) See AMMOWS CoMpMOO ftpoft STATEIMT OF FOWMAL POWTION Cb' 31, ASSETS Cunsaet cam in S :5,385 AER - Aesessnmft &otter 11200 AIR - Cly of tali suppon 8= Total anent assets S 28.390 Furritu t i e4uWnwvt, net of din of'S 7,141 8,47 Tt as"ts s 314877 UABIL"II ANO NET ASTM Acwuift 3 2,782 A paykM S tam 1,216 TOW currant Kmbftes X878 K%(. in kmftm & "Uomwd $ $,487 UftesMobd 21,412 Total net gots S 27,8#18 Totat Isbilfts and net asses s ■ . , 7 Site NO $0 FborAW -2- 164 DowwTowN Lom ousimEss PARTmERsHtP Seo NOW to Flinar t ftbmwa. 165 .3- SMAccftnbvO Compk*n Ro°A STATEMeNT OF ACTM S Year Emlod Doom lsr 31, 2006 REVVAM Member asoomament tees $ 36,160 CKY of Lod SUPW 39,975 Eves rvAwmw I=surfers Mad* $ 68.588 Parade Of Lights 9,560 Sw gar prmm 4,675 ovwer SAW 89. AdValftilkivi renae 7,000 0owkxwft 1,416 I kxxvm 61 'DIY I I I .YIYYYYIYIYIYM ToW revenue EXPEMM Evettexperm Famws [r eem S 38,580 Pyr of'ustia 3,00 Sergi WoUrarn 3,106 Other 9,777 8 SS,007 & wages 56.494 Advioamno 12,005 insuMnoe 9,825 St fes 8,353 0owwoomses 7,806 Penomm 6,207 RAO 5,t Pay os tam 5,616 Rept S mal"Iename 3,371 7O"hone 2AQ Pr"YouOns 2,037 tMernot 2,080 Pia S dWMq 1,502 1,073 Uapistlon 1,218 ToW expenses S 1 312 Cham In not assew S (7,083) NET ASSM AT BMNMN© OF Yf-AR MAN NET ASSEM 9M OF YEAR Seo NOW to Flinar t ftbmwa. 165 .3- �11 DoWmTO i N LODI BUStN9SS PARTNERSHIP (ANWpn*C"XndW) See A=Wftnft COMPUMO Ftport STATEMENT OF CASH FLOWS Year Et rd ©acrniw 11, Cs* flows op ts$ actwees ChSOW41 MR 81 1000 11000 OPWS" kkX"ft tri rte! cam► Pm~ by Chi in 486ft and yrs tnc (Ciammo) In occftw" poyabia & G=m8ft Not cast pror►idod by operating actlMes Cash fhlm trwn Invootiao aativides ktcmmItod ""ft Net cash end in lnvssdng mfivities Not (tee) in cash Cash Erred Sae Haft to feed SW%ow s. J. 166 3 (7.(W) 1,218 12,735 <�� $ (4.593) S $ (2:826) 7,091 �w�rM�rrr 8 98 D o►wntDwn �odl Business Parrtneirsship (A Nwomm Corpors n) Bea Account is Dnp on Report NOTES TO FINANCIAL STATEMENTS Neta 1. Nature of Buslnesa and Significant Amunting Policies Operations and Proqmrn Description: The Downtown LOCH Btisirmm partnership is a nonWA membomhip corporation established in 1996 that manages. the Downtown Bwkveas lmproinment Areae. The mission of the Organization is to encourage the development of new businesses, revitalize existing businesses, promote retail activity, and serve as an advocate for downtown Lodi busirwesses. Basis of Accountings The s000mpanying finamdAl statements. have been prepared On the accrual basis of accounting. Members are assessed yearly and the support from the Cay of Lodi may vary from year to year. Baster of Presontafiean: The Or9oftetion has adopted (FAS -117) `Finaasia l Statements of Not -for --Pry t nizatioW under FAS 117, this OWW&n is required to report kformation regarding Its fluncial paeifion and ams to Sm losses of net asses um*Ojicted W assets, term ra Mc%d net assets, and permanently restricted net assets. in addition, the Oram ion Is required to present a statement of cash flows. At december 31, 2006 there were no restricted net assets. The unrestricted operating net assets rent revenues and expenses rued to the operation and management of the Organization's primary programs and supporting series. Furniture and Equipment: Furniture and wA are stated at ems. Donsted equiprerK Is std at the esftwte d fair market value at the data of donation. Experdlum for improvewnerft and aquipm ent 9 over 35011 are capitalized. Depreciadon Is computed on the straight4ite rnethW over the estimated useful lives of the assets as follows: Years Furniture 7 Equipment 5 Estimate s: The preparation of Mandel atatemaf In cxxtmity with generally accepted somunting principles requkw maropment to make astimaft and assumptions that effect the reported amounts of assets and fi s &W disclosure of contingeO liabilities at ft date of the financial staternwft and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. Taxes: The Downtown Lodi Business Partnership Is exempt under IRC Sec. 501 (C)(6) of the IRS Code. Al[+rx*Ion of Experts": The Ownallocate its expenses an a functional basis between Its program and support services. F.Venses than can be Iii with specific proWsm and support services armor akcW*d directly aaoor i g to their natural dassilleation. Any arc that are woman to severe Bons are allocated among the prom w W support services bomf4ed. Approxi 117% of this exams aro feral & admintstra0w expenses and 80.3 % are program services expenses. -6- 167 Lim DOWNTOWN LORI BUSINESS PARTNERSHIP BENEFIT FEE SCHEDULE BUSINESS TYPE Retailers/Restaurants* Service Businesses Professional Businesws FinalInstitutions ZONE A ZONE B $240 (1-3 Employees) $120 $360 (4-6 Employees) $180 $490 (7+ Employees) $240 $ISO $90 $120 $60 $fes $600 *Note: Retail and raevaurant businesses are assessed based on the number of employees - either ftdl-time, or the equivalent made up of multiple employees. BUSINESS TYPE DEFINITIONS: Retall and Restaurant — Businesses that buy and resell goods. Examples would be clothing stems, shoe stores, office supplies, as well as businesses that sell prepare food and drinks. Service Bustnesm — 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, armor advanced academic degrees. Fimmeial Imfituflons -- Includes banking and savings and loan institutions, as well as credit unions, etc. iowwwwo Lodi Business P'artoersbtp 4 west Phse Street, nodi, CaWomla 95M 209.369AM pies W3W$053 fax www downtowislodLeom 168 I W,e DOWI OVW INIMMUNNOW 169 IEXHIBIT'-b MISSION UTA�E I't The Downtawn Lodi Business Partnership, comprised of business owners, professionals and merchants, is a non-profit association developed to encourage growth and prosperity in the Downtown Community of Lodi, and to maintain its economic health on an on-going basis. This will be accomplished by: EnemmWug development of new businesses, while retaining and revitalg existing businesses ! Fromon r fl activity by crmft and mainWmg a "ity 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 Fite Street, Lodi, Ca 9524o 209-369.8052 phone 209.369.8053 fax www.dowmtownlodi.com 170 DOWNTOWN LORI BUSINESS PARTNERSHIP 2M MARKETING PLAN ob jmive: Thu lr advertising, events, and special membant promotions that highlight our businesses and historic buildings and sums, the Downtown Lodi Business Partnership's marketing goal is to bring visitors and residents to Downtown. Goah: The main goal of the DLBP is to bring more customers and businesses to the downtown, there- fore, increasing the tax base. The DLBP will work together with organizations such as the Conference and Visitors Bureau, Chamber of Commerce, Hutchins Street Square, Lodi - Woodbridge Wine Grape Commission, and the City of Lodi to develop collaborative events and promotions that will help market and promote not only Downtown Lodi, but the City of Lodi as well. The DLBP will continue to work on strengthening its relationship with the downtown mer- chants by offering; a full program of services to our members: • Quarterly newsletters • Quarterly Member Meetings • New Business Information Packets • Parking and Safety Committee • Marketing Committee • Events Committee • Sunshine Cominittm • DLBP office sal'to serve the membership and public • Serve as an advisory advocate for the membership with the City of Lodi `r` 2007 Downtown Calendar of Event EV M Spring Sidewalk Sale Photos with Faster Bunny Cruisin' Lodi Rooftop Rumble Farmers Market & Festival Lodi Bike Show & Rally "Stuck in Lodi" Car Show 70th Annual Grape Festival Youth parade Octoberfest Downtown "hick -or Treat Winterfest Photos with Sesta Free Caine Wdes Merclumt VAndow & Lighting; Display Contest Downtown Holiday Open Mouse & Bizarre 12th Annual Pude of Lim DATE Saturday, March 31 Saturday & Sunday, March 31 & April t Saturday, June 2 Thursdays, June 7 through September 27 Saturday, July 28 Saturday, August 4 Saturday, September IS Saturday, October 6 Saturday, October 27 Saturdays, November 24 through December 1$ Saturday, December 1 Thursday, December 6 DOwrftwn Leffi Parftership 4 West Me Sbect, U , CaUfOrnk 95240 209.369.ft5S PhOfte 209.369.8053 faX 172