HomeMy WebLinkAbout09 - Restaurant Association Business Improvement District RenewalCITY OF NEWPORT BEACH
CITY COUNCIL STAFF REPORT
Agenda Item No. 9
November 22, 2005
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Community & Economic Development, Planning Department
Daniel Trimble, Program Manager
949/644 -3230. dtrimble @city.newport- beach.ca.us
SUBJECT: Restaurant Association Business Improvement District Renewal: Annual
Report for Fiscal Year 2005 and Adoption of Resolution of Intention to
Levy for a Shortened Fiscal Year of January 1, 2006 to June 30, 2006.
ISSUE:
Annual renewal of the Restaurant Association Business Improvement District.
RECOMMENDATION:
1. Approve Restaurant Association Business Improvement District 2005 Annual Report;
and
2. Adopt the Resolution of Intention and set the public hearing for December 13, 2005.
DISCUSSION:
Background:
The Restaurant Association Business Improvement District (BID) is nearing the end of
its tenth year of operation and requests renewal of the District for a short fiscal year of
January 1, 2006 to June 30, 2006. This report summarizes the District's
accomplishments during 2005, its tenth year of operation, and the proposed activities
and budget for the coming year. The BID's Board of Directors, which serves as the
District Advisory Board, requests City Council approval of the annual report and
scheduling of the public hearing for December 13, 2005. California law requires that an
annual report be prepared and a public hearing be held each year prior to renewal of
the District. A summary of accomplishments during 2005 and proposed activities for 2006
Restaurant Association BID Renewal
November 22, 2005
Page 2
are provided below. The Districts 2006 activities are proposed to remain the same as in
2005.
Tenth Year District AccomoUhments:
The merchants of Restaurant Association have found their tenth year as a Business
Improvement District to be very successful and have achieved several accomplishments
including:
• Retained California Marketing Concepts to create and execute Marketing Plan of
Work & Budget
• Distributed NBRA Dining Guides through the following outlets:
Western Brochure Distributors, California Welcome Center, Conference &
Visitors Bureaus, hotels, Anaheim Convention Center display racks, direct mail,
special events and various inquiries and media fuKiflment.
• . Participated as a sponsor in the Corona del Mar Centennial Celebration
Maintained NBRA Website: www.newportbeachdinina.com (with upwards of
115,000 hits per month)
• Maintained Tall free Dining Reservation System for all NBRA restaurants with an
average of (600) calls per month and (50) direct connections to various NBRA
restaurants.
• Implemented local media campaign to promote website, dining guide and phone
reservation system
• Mailed NBRA newsletters from the Board of Directors to all members.
• Developed and updated a comprehensive member listing and database
• Active membership involvement with the Newport Beach Chamber of Commerce,
the Newport Beach Conference and Visitor's Bureau, Anaheim Visitors &
Convention Bureau and the California Restaurant Association
• Placed advertisements in the NBCVB & AOCVCB Annual Visitor Guide
Publications, Preferred Destinations, CA Official Visitor Guide
• Placed full panel advertisements in the NB Chamber map and the Anaheim
Official Dining Guide.
Restaurant Association BID Renewal
November 22, 2005
Page 3
• Participated in NB Chamber, NBCVB, & AOC VCB and CRA Cooperative
Marketing Programs
• Secured a NBRA Coop sponsorship panel display and referral program at the
California Visitor Center to promote NBRA
• Purchased two panels at the AOC VCB Restaurant Reservation Booth and
participated in the referral program to promote the NBRA
• Co- sponsored the "Taste of Newport" Chefs Cooking Pavilion and promoted
event to public.
• Sponsored the Newport Beach Film Festival & organized restaurant participation
• Sponsored reduced cost Serve Safe and ABC seminars
• Hosted NBRA annual luncheon membership networking meeting
i
Fiscal Year District Revenues:
During 2005 the district collected approximately $65,521 in member assessments and
$39,662 in matching funds from the City. The District spent approximately $78,041 for
approved activities. It is anticipated that a remaining balance of approximately $40,000 will
be carried over into the short 2006 fiscal year budget.
Proposed Activities and Budget:
The activities proposed for the next year include marketing, advertising, and public
relations to benefit Restaurant Association businesses. The estimated budget for these
activities is approximately $71,000.
The Restaurant Association Business Improvement District appreciates the City Council's
continued support.
Environmental Review:
Not subject to CEQA, as the activity is not a project, as defined in Section 15378(b)(4):
Public Notice:
None Required
Restaurant Association BID Renewal
November 22, 2005
Page 4
Funding Availability:
Business Improvement District matching funds are included in City Budget Account No.
2720 -8250.
Prepared by: Submitted by:
SHARON Z. WOOD DANIEL R. TRIMBLE
Assistant City Man r C & ED Program Manager
With Assistance from:
CLINTON SCOTT PALMER
Cathimarie's Inc., BID Administration
Attachments: Exhibit A — FY 2005 Annual Report and 2006 Priorities & Budget Outline
Exhibit B — Resolution of Intention to Levy 2005-
EXHIBIT B
RESOLUTION NO. 2005-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH DECLARING ITS INTENTION TO RENEW THE RESTAURANT
ASSOCIATION BUSINESS IMPROVEMENT DISTRICT FOR THE SHORT
FISCAL YEAR'OF 'JANUARY 1, 2006 TO JUNE 30, 2006, AND FIX THE
TIME AND PLACE OF A PUBLIC HEARING.
WHEREAS, the Restaurant Association Business Improvement District
was established in 1996 pursuant to the Parking and Business Improvement
Area Law of 1989, California Streets and Highways Code, Section 36500 et seq.,
(hereinafter the "Act'), which requires an annual report to be filed and approved
by the City Council for each fiscal year; and
WHEREAS, the Advisory Board has prepared an Annual Report for Fiscal
Year.2005 which is on file in the Office of the City Clerk; and
i
WHEREAS, the Act requires the City Council to declare its intention to
levy and collect assessments within the Business Improvement District for the
next fiscal year.
NOW, THEREFORE, the City Council of the City of Newport Beach
resolves as follows:
Section 1: The Annual Report filed by the Advisory Board is
hereby approved. The Annual Report contains a description of improvements
and activities to be provided for 2005, the area boundaries, and the annual
assessment within the District.
Section 2: The City Council hereby declares it intention to renew
the Business Improvement District for the period of January 1, 2006 to June 30,
2006 pursuant to the Act.
Section 3: The location of the District will remain the same: any
restaurant doing business within the boundaries of the City of Newport Beach is
part of the District.
Section 4: The City Council intends to levy and impose and order
the collection of ibenefit assessment upon persons conducting business in the
District. Such benefit assessment shall be as follows:
A.. For establishments with less than eleven (11) employees, the
assessment shall be a flat $50.00.
B. For establishments with greater than ten (10) employees, the
benefit assessment shall be equal to the City's usual annual business license tax
as established pursuant to Chapter 5.08 of the Municipal Code.
C. The assessment for all other businesses within the District shall
be 100 percent of the annual business license tax as established pursuant to
Chapter 5.08 of the Municipal Code.
OF Section 5: The benefit assessments shall be collected by the City
an one annual installment, with collections for new businesses in the District on
the day of the issuance of a business license by the City. The assessment for
new businesses shall be pro -rated according to the number of full months
remaining in the District's fiscal year.
Section 6: The penalty for delinquent payments shall be twenty
five percent per month, providing that the penalty to be added shall in no event
exceed one hundred percent of the assessment amount due.
Section 7: The improvements and activities to be funded by the
benefit assessments shall include only the following:
1. Marketing, advertising and public relations.
2. Brochure development and distribution.
3. Promotion of public events.
4. The general promotion of restaurant trade activities.
5. Educational and training classes for members
Resolution No. 2005 -
Restaurant Association Business Improvement District
6. Memberships in various organizations deemed to promote
dining in Newport Beach.
BE IT FURTHER RESOLVED, that the City Council of the City of Newport
Beach shall conduct a public hearing on December 13, 2005 at 7:00 p.m., or as
soon thereafter as this matter may be heard, in the Council Chambers located at
3300 Newport Boulevard, Newport Beach, California at which time the Council
will hear all interested persons for or against the establishment of the District, the
extent of the District and the specific types of improvements or activities to be
funded by the benefit assessment. Protests may be made orally or in writing, but
if written, shall be filed with the City Clerk at or before the time fixed for the
Hearing and contain sufficient documentation to verify business ownership and
validate the particular protest. If written protests are received by the owners of
businesses within the District that pay fifty percent or more of the total
assessments to be levied, no further proceedings to renew the District shall be
taken for a period of one year from the date of the finding of a majority protest by
the City Council. If the majority protest is only against the furnishing of a specific
type or types of improvements or activity within the District, those types of
improvements or activities shall be eliminated.
Further information regarding the proposed Business Improvement District
renewal may be obtained at the Newport Beach City Hall, 3300 Newport
Boulevard, Newport Beach, California, 92658. Telephone (949) 644 -3225.
The City Clerk shall cause this resolution of intention to be published once
in a newspaper of general circulation in the City at least seven days before the
public hearing.
Resolution No. 2005 -
Restaurant Association Business Improvement District
This resolution shall take effect immediately upon adoption. Passed and
adopted by the City Council of the City of Newport Beach at a regular meeting
and thereon held on the day of 2005.
ATTEST:
CITY CLERK
MAYOR
Resolution No. 2005 -
Restaurant Association Business Improvement District
REPORT TO THE MAYOR AND CITY COUNCIL
RESTAURANT ASSOCIATION BUSINESS IMPROVEMENT DISTRICT
ANNUAL REPORT FOR 2005 PROGRAM YEAR
Overview
This is the annual report for the Restaurant Association Business Improvement District, as
required by Section 36533 of the California Streets and Highways Code, for calendar year 2005.
Boundaries
The boundaries of the benefits zone remain unchanged: any restaurant doing business within the
boundaries of the City of Newport Beach is part of the District.
Prior Year Accomplishments
The merchants of Restaurant Association have found their ninth year as a Business Improvement
District to be very successful and have achieved several accomplishments including:
• Retained California Marketing Concepts to create and execute Marketing Plan of Work &
Budget..
• Distributed NBRA Dining Guides through the following outlets:
o Western Brochure Distributors, California Welcome Center, Conference & Visitors
Bureaus, hotels, Anaheim Convention Center display racks, direct mail, special events
and various inquiries and media fulfillment.
• Participated as a sponsor in the Corona del Mar Centennial Celebration.
• Maintained NBRA Website: www.newportbeachdining,com (with upwards of 115,000
hits per month).
• Maintained Toll free Dining Reservation System for all NBRA restaurants with an
average of (600) calls per month and (50) direct connections to various NBRA
restaurants.
• Implemented local media campaign to promote website, dining guide and phone
reservation. system.
• ' Mailed NBRA newsletters from the Board of Directors to all members.
• Developed and updated a comprehensive member listing and database.
• Active membership involvement with the Newport Beach Chamber of Commerce, the
Newport Beach Conference and Visitor's Bureau, Anaheim Visitors & Convention
Bureau and the California Restaurant Association.
• Placed advertisements in the NBCVB & AOCVCB Annual Visitor Guide Publications,
Preferred Destinations, CA Official Visitor Guide.
• Placed full panel advertisements in the NB Chamber map and the Anaheim Official
Dining Guide.
• Participated in NB Chamber, NBCVB, & AOC VCB and CPA Cooperative Marketing
Programs. '
• Secured a NBRA Coop sponsorship panel display and referral program at the California
Visitor Center to promote NBRA.
• Purchased two panels at the AOC VCB Restaurant Reservation Booth and participated in
the referral program to promote the NBRA.
• Co- sponsored the "Taste of Newport" Chefs Cooking Pavilion and promoted event to
public.
• Sponsored the Newport Beach Film Festival & organized restaurant participation.
• Sponsored reduced cost Serve Safe and ABC seminars.
• Hosted NBRA annual luncheon membership networking meeting.
Renewal of District
City Staff has reviewed the renewal periods for all four business improvement districts. Most of the
Districts have renewal periods that are not synchronized with the City's fiscal year. Staff has
determined that efficiencies in administration of the Districts would be realized if all four Business
Improvement Districts renewed in synch with the City's Fiscal Year.
Therefore, Staff recommends that the Restaurant Association Business Improvement District be
renewed for a period of six months, and then be renewed again in July of 2006 in order to match the
City's Fiscal Year.
Proposed Activities
The improvements. and activities to be provided for the year include:
1. Implementation of new FY 2006 Comprehensive Marketing Plan of Work & Budget.
2. Marketing and Advertising campaigns to promote NBRA programs.
3. Restaurant Association BID Member and Community Outreach.
4. Active Membership in the Newport Beach and Anaheim Conference and Visitor's
Bureau, Newport Harbor Area Chamber of Commerce, California and National
Restaurant Associations.
Proposed Budget
The estimated cost of providing the proposed improvements and activities for the short fiscal
year in this report is approximately $71,000. The implementation of these actions is more fully
described in the attached Priorities and Budget Outline for the Short 2006 year.
Page 2
Assessments
Assessments shall be collected in one annual installment at the beginning of the year, and shall
be pro -rated for new businesses that open during the year. For establishments with less than
eleven (11) employees, the assessment shall be a flat $50.00. For establishments with greater
than ten (10) employees, the benefit assessment shall be equal to the City's usual annual business
license tax as established pursuant to Chapter 5.08 of the Municipal Code. The penalty for
delinquent payments will be twenty -five percent per month, providing that the pen*y amount
added shall in no event exceed one hundred percent of the assessment amount due.
Account Status
The District's current account balance is approximately $45,641 at the end of the first ten months
of the year. It is anticipated the balance will be approximately $40,000 or less at the year -end,
December 31, 2005, and will be carried over to the next short fiscal year. Matching funds, if
approved by the City Council for year 2005, will be added to the amount designated for
marketing activities in the following new fiscal year, July 2006 to June 2007, and are therefore
not included in this report.
The merchants of Restaurant Association have worked hard to promote their member restaurants
and the dining experience in Newport Beach as a whole. They wish to express their appreciation
for the City Council's continued support of the Restaurant Association Business Improvement
District, especially the $39,000 of matching funds provided by the City.
Page 3
Restaurant Association
Business Improvement District
Priorities and Budget Outline
January 1, 2006 — June 30, 2006
Funds Available FY End 2005 $40,000-
Funds to be collected January 2006 $31,000
Anticipated Matching Funds from City (see note below)
Total Available Funds $71,000
Priorities Percent of Budget Budget Amount
1. Marketing Plan Administration 22% $20,000
• Implement the current Marketing Plan
• Identify and present new marketing opportunities to the Board
• Supervise creative, production, printing and other Marketing Plan efforts
2. Media Advertising Buys 30% $20,000
• Expanded Print Media Campaign:
Tourism Market: CA State, Anaheim Visitor Guides and Newport Beach Visitor Guide
Local Market: Daily Pilot, OC Register, OC Metro, and Coast Magazine
• Direct Mail Campaign to Local Residents
3. Marketing Collateral Development 28% $9,000
• Dining Guide Production & Reprint
• , Dining Guide Distribution: Western Brochure
4. Communications 14% $19,000
• Maintain Toll -Free Dining Reservation System
• Website Maintenance
• Newsletter Development, Printing and Postage
• Database Development and Update
5. Memberships 2% $1,000
• Anaheim Visitors & Convention Bureau
• California Restaurant Association
• Newport Beach Chamber of Commerce
• Newport Beach Visitor and Convention Bureau
6. Special Events 4% $2,000
• Annual Meeting Luncheon
• Holiday Charitable Events
• Special Event Sponsorships
Note: Matching funds will not be available until the next year's renewal in July of 2006.
Page 4