HomeMy WebLinkAboutAgenda Report - September 15, 1999 E-13CITY OF LODI COUNCIL COMMUNICATION
AGENDA TITLE: Downtown Lodi Business Partnership 2000 Annual Report and Budget
MEETING DATE: September 15, 1999
SUBMITTED BY: Economic Development Coordinator
RECOMMENDED ACTION: To review and approve the Downtown Lodi Business
Partnership 2000 Annual Report and Budget as submitted by the DLBP Board of Directors and in
accordance with Section 11.0 of City Ordinance N0. 1654.
BACKGROUND INFORMATION: As part of the annual budget process and pursuant to
Section 11.0 of City Ordinance N0. 1654, the DLBP membership Board is required to present, by
September 1, an annual budget for City Council review and approval prior to the beginning of any
Billing Period. The purpose of this process is to comply with the Ordinance provisions regarding
public notice and hearing prior to establishing the benefit fees for the following Billing Period.
While the City Council has been empowered to review and approve the proposed programs and
budget on an annual basis, it is not their function to control spending of the collected funds.
Instead, it is the responsibility of the DLBP membership to design its programs and spend the
funds. The function of the City, then, is to collect the moneys, disperse them to the DLBP and
ensure that the funds are being used to implement the various programs detailed in the annual
report.
The Downtown Lodi Business Partnership 2000 Annual Report is attached for your consideration.
FUNDING: None required
Respectfully submitted,
Tony C. Goehring
Economic Development Coordinator
APPROVED'
H. Dixon Flynn -- City
DOWNTOWN LODI BUSINESS PARTNERSHIP
Post Office Box 1565
Lodi, CA 95241
September 1, 1999
Mr. Dixon Flynn, City Manager
City of Lodi
P.O. Box 3006
Lodi, CA 95241
Dear Dixon,
Section 11.0 of City Ordinance Number 1654 establishing the Downtown Lodi
Business Improvement Area, requires that we submit to you by, September 1,
1999, our annual budget for year 2000. The State of California Streets and
Highways Code is the enabling legislation and specifies that certain additional
information be provided.
Accordingly, I have enclosed two copies of our 2000 Annual Report that
addresses these requirements.
Please contact me at 209/ 334-1101, if you have any questions.
Sincerely,
6L
Alan M. Goldberg
President
AMG/js
DOWNTOWN LODI BUSINESS
PARTNERSHIP
2000 ANNUAL REPORT
DOWNTOWN
'LODI �
Mission Statement
Downtown Iodi-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
2000 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 $15,000.00 is estimated for carryover to 2000.
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 — 2000
Foggy Bottom Days January 15 & 16, 22 & 23
➢ Presidents Day Celebration February 19 & 20
St. Patrick's Day Celebration March 17
➢ Celebration of Spring April 21 — 23
➢ Mothers Day Celebration May 12 — 14
➢ 3 on 3 Basketball May 10
➢ Farmers' Market June1 — October 26
Fathers' Day Celebration
June 16 —18
➢ Music Festival
July 14 - 16
➢ Beerfest
August 5
➢ Kiddie Parade
September 16
➢ Halloween Festival
October 28
➢ Arch Lighting November 16
➢ Parade of Lights November 30
➢ Awards Ceremony December 7
➢ Santa's Village / Holiday Program December 7 - 23
Beginning Cash
Income•
Total Income
Total Cash
Expenses:
Exhibit B
Downtown nodi Business Partnership
2000 Budget
Assessment Collections
City Match
Fund Raising Events
Farmers Market
Beerfest
Major Event
Holiday Candy Sales
General
Executive Director Salary
Office Rent
Utilities
Telephone
Insurance
Accounting
CDA Conferences
Stationery, Supplies, & Postage
Holiday Decorations
Other Equipment
Miscellaneous
Total Overhead
Marketing
Newsletter
Kiosk Updates
Map & Directory Brochures
Membership Mixers
Miscellaneous
$ 15,000
$ 33,000
33,000
15,000
15,000
5,000
5,000
$ 106,000
$ 121,000
$ 35,000
6,000
600
1,200
2,500
600
1,800
1,000
3,000
3,000
2,000
$ 56,700
$ 1,200
500
2,000
1,200
2,000
Total Marketing $ 6,900
Advertising
Newspaper
Radio
Cable
Total EziDenses
$ 21,000
5,000
14,000
Total Advertising $ 40,000
$ 103„600
Ending Cash $ 17,400
Downtown Lodi Business Partnership
Assumptions — 2000 Budget
1. Assessment Collections
A 10% growth in collections based upon new = $33,000
business growth
2. Fund Raising Events
0 Farmer's Market (20 weeks X 750/week) _ $15,000
0 Beerfest (To start committee earlier) _ $15,000
0 Major Event (To be developed) _ $ 5,000
0 Holiday Candy Sales 1 5,000
$40,000
3. Other Events
0 Anticipate breaking even on other events by obtaining sponsors, selling
space, etc.
4. Expenses — General
0 Executive Director Salary — includes 10% for benefits and a projected 10%
raise at mid -year
0 Office Rent - $500 / month
0 Insurance includes General Liability ($1,200) plus D & O ($1,300)
0 CDA Conferences — 2 conferences X 3 attendees
0 Office Equipment — Assuming leaving current location
0 Holiday Decorations
5. Expenses — Marketing
0 Newsletter —12 issues, printing, & postage
0 Membership Mixers — 4 mixers, 16 attendees, at $5.00/attendee = $1,200
6. Advertising
0 Beerfest and Major Fundraiser advertising to be included within event
budgets
0 Specific media budgets to cover other events, promotions, and generic
Downtown advertising
0 Newspaper — Lodi (News -Sentinel), Stockton and San Joaquin County
(The Record), Galt (The Herald), and Lockeford — Clements (The News)
0 Radio
0 Cable (MediaOne) — year round spots
EXHIBIT C
Downtown Lodi Business Partnership
Benefit Fee Schedule
ZONE A
ZONE B
Retailers and $200. (1-3 emp.) $100.
Restaurants $300. (4-6 emp.) $150.
$400. (7 + emp.) $200.
Service $150. $ 75.
Businesses
Professional $100.
Business
$ 50.
Financial $500. $500.
Institutions
Note: Retail and restaurant businesses will be charged on size which will
determined by the 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 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, 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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