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HomeMy WebLinkAboutAgenda Report - October 15, 2003 I-06 PH0 CiTy oF LoDi AGENDA TITLE: Receive Downtown Lodi Business Partnership 2003/2004 Annual Repott, Adopt Resolution of Intent to Levy Annual Assessment and Set Public Hearing for November 9 2003. ff�'lltl� RECOMMENDEDACTION: Council action will be threefold- (1) To receive the downtown Lodi Business Partnership (DLBP) 2003/2004 Annual Report as submitted by the ILP Board of Directors and in accordance with Seotion 11.0 of City Ordinance No. 1654, (2) T adopt a Resolution of Intention to levy an annual assessment for that fiscal year, (3) To set Public. Tearing Date for November 19, 2003 confirming the Deport and Intent to Levu Annual Assessment. BACKGROUND IAV • NATION: As part of the annual budget process and pursuant to Section 11.0 of City Ordinance No. 1054, the DLBP membership hoard is required to present an Annual Report for City Council's r view and approval. This must be done prior to the beginning of a billing period. The purpose of this process is to comply with the Ordinance provision and those of the Streets and Highway Code regarding public notice and hearing, prier to establishing the benefit fees for the following billing period. Representatives of the DLBP will be present at the public hearing an November 19`x, and will make a presentation regarding the attached report. The levy of the annual assessment will also be discussed at the November 19th meeting. Respectively Submitted, Jan S. }eeter e Jan City Manager Attachments cc: Peter Westbrook, DLBP Board Chair DOWNTOWN LODI 6USINPSS PARTNERSHIP 4 WEST PINE 5TPEET R'0. Box 1565 LODI, [ALIF RNIA 95241-1565 PHORE: (209) 369.802 WA (209) MAW WAR: levy"06W oWHIA.Com September 26, 2003 Mr. Dixon Flynn, City Manager City of Lodi Lodi, 095241. Dear Dixon; Subject. ANNUAL EPOR T 2003/2004 Section11.0 of the City Ordinance Number 1654, establishingthe Downtown.Lodi Business Improvement Area, requires that we submit to you in September of each year, our annual report and budget. In addition, the. State of California Streets and Highways hways code, which is the enabling. log° . slation, also Specifies that certain additional i . n . formation 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 Manager, and one for the City Clerk. sincerely, Board of Directors Downtown.>Lodi Business Partnership )• •1 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. 2, No physical improvements are planned. 3. Budget for the "Budget year July l 2003 through .lune 2004 is enclosed. (Exhibit B) o A benefit Fee Schedule and a Map of the Business Improvement area are enclosed as Exhibits C' & I) respectively. There are nes ernes in the Benefit Fee Schedule. 5e The Budget details all sources of income and projected expenses. The Downtown Business Improvement District- is the central core of the City of Lodi. Like any city, the Downtown area is the City's heart, soul and face. The City and its business partner's, include the land owners, business investors, merchants, and the Downtown 1.-odi Business Partnership --have turned things around. Evens with the greet progress .... we will always be a work in progress. Business areas that are not in a perpetual mode of change will die.... The DLBP intends to maintain the historical character of the Downtown, while evolving it into The Community Shopping and Dining Center of Lodi. The City basically owns the infrastructure of a large "Community Shopping Center," ---spread out over many blocks, instead of being concentrated in a grouping of buildings similar to the format of a. privately owned shopping center. along with the businesses and merchants --- being represented by the Downtown Lodi Business Partnership (DL P) ---we work with the City staff to manage the downtown. We establish and administer procedures for use of streets for various activities and events. The I L P is your front line management for our Community Shopping Center working to enhance that infrastructure to be a destination place for all Lodian`s and visitors alike. The DLBP has been in existence for over four years. We have created a stronger downtown with. teamwork. Our very active board of directors is the main leadership element of the partnership and continues to work effectively to represent and unify the merchants. along with the. Executive Director and staff of the DLI P we have accomplished the following; in the last near.... Continued the expansion of all events and projects including an expanded Farmers Market, Kiddie Parade, the larger than ever, Parade of Lights, See's Candy Project, Christmas promotions including a cooperative effort on a Santa project with the Fire Department, and a new Halloween kids parade. Collaborated with the Dodi Chamber of Commerce to produce two very successful "School Street Wine Stroll. " Presented a new 4 clay holiday event, Downtown Lodi Dickens Faire. Downtown Lodi Streets became a Victorian era holiday scene with street performers and merchants wearing authentic Victorian era attire along with horse drawn carriage rides and roasted chestnuts. Brought the first ever ice rink to Lodi. Hundreds of young and young at heart flooded downtown for a chance to glide across the glimmering ice. Our Parking Committee and staff continued to work with City stall on parking Managements Set up an Economic Development Committee 10 coordinate and interface with the City's overall economic development program. Our Web site www.downtowulodi.cow... now has a listing of property owners to aid potential businesses with the availability of lease space in the Downtown. The Web page for than DLBP also provides the individual Downtown Merchants the opportunity to have their own web page and contains a complete listing of all merchants in the Downtown Area. This service is monitored by the PLOP staff in cooperation with one of our key downtown merchants N etwork Services, who has provided this service at no charge to the DLBP. Developed an area use policy for organizations that want to use the Community Shopping Center streets for events. facilitated member concerns and been an advocate arra behalf of our merchants. Held the second annual--- Family Faith. Festival ----which tarok place in August and drew over 12 thousand people to our Downtown. The event was open to ALL faiths. Collaborated with the Lodi Visitors & Convention Bureau to male our members aware of this agencies fine work, and their role in supporting Downtown. Continued City funding will be crucial to the success of this organization ----and will be for some time to come. The Downtown that we have built together will continue to change and. grow. We are now in the second phase; of development mid can look forward to continuing successes, Our success.... --the City of Lodi and the Downtown Business Partnership, working; together ----is just beginning. We thank the City Council and City Staff for all of the support that has been provided to the downtown and. the DLBP. We would ask for yo€rr patience during this time of transition, as we bring on our new Executive Director, Pamela l yn®Peel. The goal of the City and the DLBP is the same... -To have a profitable and thriving downtown. THANKWE AGAIN FOR YOUR CONTINUED SUPPORT Marketing Plan For The Year 2003/2004 Our basic marketinplan is to case the many we is listed alcove as the primary tool of showing off our beautiful Downtown area. We will continue to develop additional events with our ultimate goal of making Downtown Lodi the valleys Entertainment Mecca. The goal of the 20 3/2004 marketing plan is multi -faceted, it contains an integrated advertising plan, an outline of the various events, from the ongoing established events, to the potential new items, a proposed public relations program, and filially an internal component for marketing to our merchant constituents. The promotional plan is designed to send the message of Downtown Lodi to established customers in our immediate marketing area, do an outreach to secondary out laying market areas, and to visitors passing through our community. We will continue to use and promote "Vour Community Shopping Center", "Downtown Lodi, It's The Place ToBe". Continue full program of member services in order to assist members with their business and allow them to tale advantage of our combined resources. These programs consist of. the newsletter, member ship meetings, New business information packages, Parking management/committee, Marketing and promotions committee, Restaurant Committee, and ars ot'i`ice staff to serve the membership and the public. We will also continue to serve as an advisory advocate for the membership in dealing with the City of Lodi. ADVERTISING ISIN PROMOTIONAL TOOLS LS 'SPP:E R - We primarily used the Lodi News Sentinel the last two years. We will continue to do so, but with the majority of the advertising being done in a tabloid format. We will do 8 tabs in 2003 and plan 8 tabs in 2004. In addition we will use the Galt Herald, and The Record on a limited basis for promoting events. B LLBOAR S -Because this is a prohibitively costly tool for marketing, it will only be used if thea is enough interest, on a cooperative basis. Example --- if°our restaurant and entertainment groups or furniture groups or any combination thereof wanted to participate. WEBSITE w We will continue to develop and promote our web site to the general public, general membership and community organizations. Linking with various organizations such as the City of Lodi, Lodi News Sentinel and the Chamber of Commerce, We will also encourage our business members to further develop their own web sites, and hold one or two seminars to assist them with their site development. ROCHU S - Continue to print and expand on the distribution of our Downtown brochures. "These brochures will be available to downtown businesses, the Chamber office, Visitors Bureau, City of Lodi and the DLBP office. lull ITNISS PlilTIt)l� I PIT I.T�Se ire will continue to, feature business profiles incur tab and encourage the Lodi News Sentinel business editor to do articles about downtown. businesses. We will continue to do press releases for new and expanded businesses downtown. PROGRAM .DEME MENT P_OWNTOWNDISCOUNT- We will develop a "Downtown Lodi Discount Coupon" to be given primarily by restaurants, but suggested to other merchants as well. The target market W i.l be Lodi, North. Stockton, Elk Grove, South Sacramento and the Eastern foothill areas. Featuring a full-page color ad --using our non profit structure-- we will design, bill and place the advertising once per month. Depending on interest and participation this program will start in February 2004, and ruin for C months after which, the results will be analyzed for passible continued use. SHOP LORA m The purpose of this program is to convince consumers to shop Lodi first before going out of town to rias their buying. Shopping locally permits the local businesses to expand and allows them to underwrite community events, support charities, sponsor youth activities and generally help the community om which they derive their well being. Sales tax is one of the most important sources of funding that pays for the city of Lodi Police; fire, maintenance personnel, street services, and all ether city functions. Sales tax for the city of Lodi income needs to be improved. Shop Lodi goals will be to increase purchases made in Lodi thereby increasing retail sales and sales tax revenue. The purpose of this program is to educate the public and increase community awareness of the benefits of making their purchases in Lodi. We will need to enlist the cooperation of the City of Lodi, the Lodi Chamber of Commerce, and the Lodi `visitors and Convention Bureau to promote the Sloop Lodi Program. It is recornmended that this program be developed to start in the Fall months ---October through December. Niche marketing plans--_-Definition---Niche strategies for Downtown ---this marketing concept is valid when you have a group of like businesses that can be marketed as a group, Examples for our downtown are Restaurant group (30+), Furniture (4 major plus seaundl peripheral stares), mid entertainment (stadium 12, Movie City, Casablanca, Crape eines Etc) * Establish a restaurant page in the tab * articles and group ads for furniture * En€ertai - ent grouping. DICE AND CAULS TV two medias will NOT be a part of our NORMAL usage.; If budget allows, we will consider using these for special events only. These medias take large advertising budgets to be effective -m-currently we des not fall into this category. R.OT OLIO ' ENTA" ' — e are in the process of developing four portfolio presentations ---Ne a Member Packets, Visitors & Convention Bureau hand out, City of Lodi Economic Development hared out, and focal Consumers handout. All portfolios will feature our Downtown Brochure. `rhe local hand out will also contain Downtown Coupons, as will the V&CB hand out. The City haled out will be directed at potential new Downtown businesses and also be used to educated other businesses considering locating into our area. S g CANDY —We — e will. continue to build on this promotion. In 2102 we had over 18 merchants participate and sold over 2,500 pounds ofcandy. This prograrn gives existing € ustomers a reason to make additional trips into our merchants. It also attracts new customers into the Downtown—those not wanting to gravel to Stockton or Sacramento to the See's outlets. We will continue to work on ways to refine and improve this program ---by requiring better merchant displays, window postings and individual merchant advertising. It will be an educational process to convince and show the merchants that they should also advertise this service on their own to draw customers into their stores. Events over the last several years have been the main stay of the marketing program ---drawing well over 100,000 people to the Downtown. We will continue to rely can the existing events., and improve on them. EXI_STTNG'UVE NTS * Farmers Market/ tar Search Downtown Lodi. Live[Family Faith Festival * Kid.die Parade/expanded parade concept Halloween Candy give away ---Costume parade Parade of Lights Dickens Festival NEWEVENTS—in.�t e p1lannin st � Car Dealers Show---Thurs Friday & Saturday-__ Downtown Lodi Live/Musical review ---featuring oldies and jazz July Summer time jazz ---on Elm Street a August ­a Country Music festival--- with the Farmers Market We may from time to time add new events only if there is a distinct profit potential FUTURE GOALS 0 Introduce more Downtown. Lodi Live events—Make Downtown.Lodi the .Entertainment Mecca for the valley 0 Continue to build. a collaborative relationship with the City Council.—Keep our Partnership focused. and fresh 0 Develop more collaborative events with organisations such as the Lodi Visitors and Convention Bureau, Lodi Chamber of Commerce, The Boys & Girls Club, Lodi House, and similar orgartizations * Expand the boundaries of the Business Improvement District by 2004/2005 0 Outreach to the general community, and expand m4jor corporate sponsorship interest is events and other participation in the "Community Shopping; Center" 0 Review and update th.e .Assessment Fee Schedule by for the assessment year of 2005 to better reflect the membership benefits and an equitable fee structure 0 }:expand our volunteer base for the Downtown Events by reaching into the community. 0 Develop additional strategies with the City Staff for better programs in the following areas ----directional signage for the Downtown, creative parking solvations, Economic Development, mann ernent: and c(imnicrcial use of the new parking structure, and billing/collections o Develop and submit a 5 year plan for the Downtown by September 2004 EIRRIMAA The Downtown Lodi Business Partnership is a non-profit corporation, comprised of businesses that make up the Downtown business community. The main goal is to encourage growth and prosperity in the Downtown Community Shopping Center of Lodi and to maintain its economic health on an ongoing basis. This will be accomplished by, Encouraging development of new businesses while retaining and revitalizing existing businesses Promoting retail activity by creating and maintaining a duality environment through coordinated advertising and Downtown events Serving as an advocate for Downtown businesses in dealing with local government, maintenance projects, the media and the general public September 2003 1:59 PM Downtown Lodi Business Partnership 04107103 Cash Basis Budget July 1, 2003 through June 30, 2004 Total Income 177T600'00 Cost of Goods Sold 300.00 Ordinary IncomelExpense OM Income 17,500.00 3600 - Income Accounts 2,500.00 Assessments 30,000.00 Booth Rental 17,000.00 City of Lodi Funds 47,000,00 Float En" 8,000-00 Food Vendor 4,000.00 Sales -Beer & Wine 5,000-00 Sales-Misc, 1,000.00 See's Candy 25,000-00 Sponsership 30,000,1}0 Picket Sales 10,000.00 Total 3500, Income Accounts 177,600.00 Total Income 177T600'00 Cost of Goods Sold 300.00 Cost ofGoods Sold OM See's candy. 17,500.00 Door & Wine 2,500.00 Misc, sales 1,000M Total COGS 4,000.00 Gross Profit 156,000.00 Expense 6000 - Advertising Newspoof 12,000.00 PostersiBarm.ers/Signs 10,000m 6000, Advertising - Other 5,000::€ .0 Total 6000 •A.dvar Using 6.001 Bank Service Charges 300.00 6002 Contributions OM 6003 - Dues4 Subscriptions 300.00 6604 - Credit Card Fees 400.00 6010, Event Expense EntertWnrnent-Event 4,000.00 Food Drink -Event 21000.00 Games -Event 1,000m Ice Rink -Event 0.00 Labor -l! - �vert 2,000-00 Promotions -Event 1,000.00 Rentals -Event 1,500.00 Sanitation -Event 2,5QO.00 Set Up -Event 6.00-00 Supplies Mlac.-Event 2,000M 6010. F-Vent.Expense - Other 1,0.00,00 PA go 1 of 3 1-0 PM Downtown Lodi Business 04107103 Cash Basis Bu a 0 " r" throughJuly 1, 2003 Juno 30, 2004 ,4 rag�t. U91Q Total 6010 • Event Expense 17,604.00 6170 • Holidayec orations/ venWI-Ights 8,000.00 6160 • Insurance Liability Insurance 7,0( 0.00 Work Comp 2,000.00 6980 • insurance a Other Total 6180 • Insurance 9,000.00 6200 • Janitorial 1,340.00 6201 • Kiosk Updates 1,260,00 6230' Licen"sW rmitsiinspecUons 2,5011,00 6236 • Office Supplies 5,000.00 6250. Postage and Delivery 2,040.00 6270, Professional Fees 65,000.04 Accounting 700.00 Bookkeeping 9410.00 Coordinators[Planners 1,500.00 CDA Conference 0.00 6270 - pcofes ionai F - Other 600,00 Total 5270 professional Fees 300.00 6290 • Rent 5,040.00 6300 • Repairs 6320 - Computer Repairsiservice 900.00 6300 - Repairs - Other 200.00 Total 6300 °Repairs 600.00 6340 • Telephone Internet 500.00 6340 . 41ephone - Other 1,€ 0. 0.00 Total 6340 ° Telephone 1,600,00 6395, Map & Directory Brochures 0.00 63 • Meals & Entertainment 300,00 6398 • MeGfings 450.€111 6399 n M110440 400.00 6400 • Miscellaneous 500.00 6560.1 Payroll Expense 65,000.04 6670, Returned check 0.00 6820 • Taxes 3,4041.041 Federal Local State Total 6820 • 'Taxes 31100:0(1 Tutsi Expense 165.140#,Qt? Net Ordinary Income 860.00 Page 2 cif 3 1:59 PM Downtown Lodi Business Partnership 04107103 Ams \U°\7! July t 2003 through dui 2004 Puget A Net Income «k« (SUPPLEMENTAL INFORMATION Agenda Item I-06 Retailers and $200. (1-3 emp.) $100. Restaurants . (4-6 emp.) $15o. 4 7 + 0. Service $1% Businesses Professional $1 W Business Financial $5M Institutions a Note: Retail and restaurant ,,r:; s will be charged on size Mchwill determined by the number of employees, -K either full-time or equivalent part-timemade up of multiples of employees. RESOLUTION NO. 2003-198 A RESOLUTION OF INTENTION TO LEVY ANNUAL ASSESSMENT FOR DOWNTOWN LODI BUSINESS IMPROVEMENT AREA NO. 1, ESTABLISHING P'UBLI'C HEARING DATE, AND RECEIVING ANNUAL REPORT WHEREAS, Downtown Lodi Business Improvement Area No. 1 was established :December 17, 1997, by Council adaption of Ordinance No. 1654; and WHEREAS, the Annual Report as required by Streets and 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. Receive the Annual Report as submitted, said Report being on file with the City Clerk. 2, Establishes November 19, 2003, 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 2004 (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 pretests shall comply with Streets and Highways Code §§36524 and 36525. Dated: October 15, 2003 I hereby certify that Resolution No. 2003-193 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 15, 2003, by the following vote: AYES: COUNCIL MEMBERS -- Beckman, Hansen, Howard, Land, and Mayor Hitchcock NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — Norte ABSTAIN: COUNCIL. MEMBERS _.. None SUSAN J. BLACKSTON City Clerk ills-WHOR U A "IBIT i' WlWNTOWNLODI BUSINESS .. *' H _ .: BUSINESS MPROVEMENT AREA H" EMMIMM CEO E XOH I Bl�l T�A Service $150- M �P . Professional r: 00 Business M Financial $500. $500. Institutions dothln:o: stores, shoe stores, office supplies as well asbusinesses that sell prepared, !'s r a Servigo - . Busihas . s . es: -Businesses that sell services., Examples beauty and barber,ih-606. i6etpairra:. lodging, most automotive-orientedbusinesses, Brokersentertainment businesses such as theaters, etc.. Pro.fessional Ousiness2E: Includes Architects, Engineers, Attorneys, Dentists, 'Doctors, AccoUntants, Optometrists, Realtors, Insurance Offices, Mortgage f ist"other business.es that require advancedand/or specialized. licenses andlor advanced academic degrees. FJ�R�:n -.1al Institutions:, Includes banking and savings and loan institutions as .l etc. Restaurants $300. r Service $150- M �P . Professional r: 00 Business M Financial $500. $500. Institutions dothln:o: stores, shoe stores, office supplies as well asbusinesses that sell prepared, !'s r a Servigo - . Busihas . s . es: -Businesses that sell services., Examples beauty and barber,ih-606. i6etpairra:. lodging, most automotive-orientedbusinesses, Brokersentertainment businesses such as theaters, etc.. Pro.fessional Ousiness2E: Includes Architects, Engineers, Attorneys, Dentists, 'Doctors, AccoUntants, Optometrists, Realtors, Insurance Offices, Mortgage f ist"other business.es that require advancedand/or specialized. licenses andlor advanced academic degrees. FJ�R�:n -.1al Institutions:, Includes banking and savings and loan institutions as .l etc. FUTURE GOALS * Introduce more Downtown Lodi Live eveal,%--Make Downtown Lodi tie .Entcrtainniobit Mecca for the valley * cominuc to builda collaborative rehai ombip with the City Council. --Keep OLIT Parmership fbewpd and fresh * Develop more collaborative events with organizations such as the Lodi Visitors and Convention$-umejau, Lodi Chamber of Comitnerce, The Boys & CHAs Club, Lodi Hous, and similar orga. Winations * Expand the boundaries of the B usinoss improvem-,-nt Distric . c by 2004/2005 * Qutreacb to the general community, and expand major corporate sponsorship interest. in events and otherp:articipation in the "Community Shopping Cente:e' * Review and updaU the Assossment Fee Sehedu)e by for the assessment year of 2005 to better reflect the, membership bcneflts and an equitable fee structure * Expaud our volunteer base for the Downtown Events by reaching, into the community! * Develop additiopaJ strategies with the City Staff for better programs in the following wvas ---- directioW signage for the Downtown, creative parking solutions, .Eco. nowic Development, management and commercial use of the new parking structure, and billing/collectierns * Develop and submit a 5 year plan for the Downtown by September 2004