HomeMy WebLinkAboutAgenda Report - December 15, 1999 F-03 PHCITY OF LODI COUNCIL COMMUNICATION
AGENDA TITLE: Consider Resolution of Intention to Levy Annual
Assessment for Downtown Lodi Business Improvement
Area No. 1.
MEETING DATE: December 15, 1999
PREPARED BY: City Attorney
RECOMMENDATION: That the City Council at the close of the hearing, there
being no majority protest, either written or oral, presented
to the Council, adopt the Resolution confirming the
Business Improvement Area Annual Report thereby levying
the assessment proposed for the period of calendar year
2000.
BACKGROUND: At the Council meeting of November 17, 1999, the Business
Improvement Area Annual Report was presented to the
Council. The Council accepted that report and established
December 15, 1999 as the time and date for the public hearing to be held on the proposed levy for
the Business Improvement Area purposes. That hearing is called for and set pursuant to §36535
of the California Streets and Highways Code. At the hearing, the public has an opportunity to
present written or oral protests to the proposed assessment. In order for such a protest to be
successful, the protest must comply with the provisions of §36524 and §35525 of the California
Streets and Highways Code. For an Assessment protest to be successful, written protests must
be received from the owners of businesses in the improvement area which will pay fifty percent or
more of the assessments proposed to be levied. If such a level of protest is not reached, a
Resolution should be adopted by the Council confirming the report as originally filed or as changed
by it. The adoption of such a resolution constitutes the levy of the assessment for the BIA for
calendar year 2000.
FUNDING: Not applicable.
Respectfully submitted,
Randall A. Hays, CityAttorney
APPROVED'
H. b Won Flynn -- ity Manager
When Recorded, Return to:
City of Lodi City Clerk's Office
P.O. Box 3006
Lodi, CA 95241-1910
RESOLUTION NO. 99-198
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LODI CONFIRMING THE 2000 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 §365324 on December 15, 1999 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 & Highways Code §36525
was not made.
3) The 2000 Annual Report as submitted by the Board of Directors of the
Improvement Area is hereby confirmed as originally filed.
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 2000.
Dated: December 15, 1999
I hereby certify that Resolution No. 99-198 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held December 15, 1999, by the
following vote:
AYES: COUNCIL MEMBERS — Hitchcock, Land, Nakanishi, Pennino and
Mann (Mayor)
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
ICE M EIMCHE
ity Clerk
99-198
DOWNTOWN LODI BUSINESS
PARTNERSHIP
2000 ANNUAL REPORT
DOWNTOWN
W'LODI
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
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
➢ Mother's 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
Besinnins Cash
Income•
Total Income
Total Cash
Expenses:
Exhibit B
Downtown Lodi 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 Expenses
Endina Cash
$ 21,000
5,000
14,000
Total Advertising $ 40,000
$ 103„600
$ 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 = 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 - $5001 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 Speck 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
F**IiI4V-1
`keIa4=?
Retailers and $200. (1-3 emp.) $100.
Restaurants $300. (4-6 emp.) $150.
$400. (7 + emp.) $200.
Service $150. $ 75.
Businesses
Professional $100. $ 50.
Business
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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EXHIBIT D
DOWNTOWN LODI BUSINESS PARTNERSHIP
BUSINESS IMPROVEMENT AREA NIAP
is
•, CITY OF LODI NOTICE OF PUBLIC HEARING
_ Carnegie Forum Date: Wednesday, December 15,1999
305 West Pine Street, Lodi Time: 7:00 p.m.
For information regarding this notice please contact:
Alice M. Reimche
City Clerk
Telephone: (209) 333-6702
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN that on Wednesday, November 3, 1999 at the hour of 7:00 p.m., or as soon
thereafter as the matter may be heard, the City Council will conduct a Public Hearing at the Carnegie Forum,
305 West Pine Street, Lodi, to consider the following matter:
a) to confirm the 2000 Annual Report for the Downtown Lodi Business Improvement Area No. 1 and
levy of assessment.
All interested persons are invited to present their views and comments on this matter. Written statements
may be filed with the City Clerk at any time prior to the hearing scheduled herein, and oral statements may
be made at said hearing.
If you challenge the subject matter in court, you may be limited to raising only those issues you or someone
else raised at the Public Hearing described in this notice or in written correspondence delivered to the City
Clerk, P.O. Box 3006, at or prior to the Public Hearing,
n,c� y n
Alice M. Rei'm/,7che
City Clerk
Dated: November 1 T,1999
Approved as to form:
andall A. Hays
City Attorney
JACIiYURKTORMSINOTGEN.DOC 11/17/99