HomeMy WebLinkAbout06 - Newport Beach Restaurant Association BID Renewal� CITY OF
r O BEACH
City C ouncil Staff Report
Agenda Item No. 6
June 14, 2011
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Community Development Department
PREPARED BY: James Campbell, Principal Planner
(949) 644 -3210, icampbell(a)newportbeachca.gov
With Assistance from:
Clinton Scott Palmer, B.I.D. Systems Inc., BID Administration
APPROVED: _ ,1t —AAA
TITLE: Newport Beach Restaurant Association Business Improvement
District Renewal: 2010 - 2011 Annual Report and Adoption of
Resolution of Intention to Levy for Fiscal Year 2011 -2012
ABSTRACT:
Renewal of the Newport Beach Restaurant Association Business Improvement District
(BID) for its 16th year of operation, which includes promotions and activities during the
BID's fiscal year of July 1st, 2011 to June 30th, 2012.
RECOMMENDATION:
1. Approve the Newport Beach Restaurant Association Business Improvement District
Fiscal Year 2010 -2011 Annual Report; and
2. Adopt the Resolution of Intention to Levy Assessments and set the Public Hearing
for June 28, 2011.
3. Confirm the Restaurant Association Business Improvement District 2011 Advisory
Board, nominated by the general membership at the 2010 Annual Meeting, as
follows:
Sheri Drewry President Wilma's Patio
Jim Walker' Treasurer The Bungalow
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Newport Beach Restaurant Association Business Improvement District Renewal: 2010 - 2011 Annual Report and
Adoption of Resolution of Intention to Levy for Fiscal Year 2011 -2012
June 14, 2011
Page 2
John Robinson "
Ali H. Zadeh'
Stephano Albano'
Tony Mokatef
Chris Ann Richards
Dave Salisbury
John Bullard
Miguel Rodriguez`
Nicole Hay
Robert Ramirez
Sam Tila
Steve Kim
'Executive Board
Secretary
Member at Large
Vice President
FUNDING REQUIREMENTS:
Amelia's Restaurant
Port Restaurant & Bar
El Torito Grill
Tommy Bahama's
Wine Lab
Harborside Restaurant
Newport Landing
Maestro's Ocean House
21 Oceanfront
The First Cabin
Royal Thai Cuisine
Five Crowns
The current recommended budget includes sufficient funding for this item. It will be
expensed to the City account in the Community Development Department, 2720 -8250,
and this amount is identical to the funds the City contributed last year.
DISCUSSION:
Background
The Newport Beach Restaurant Association (NBRA) Business Improvement District
(BID) was established November 13, 1995. The BID boundaries are coterminous with
the Newport Beach corporate limits as set forth with greater specificity in the map
attached as Exhibit A.
The BID is nearing the end of its fifteenth year of operation and requests renewal of the
BID for fiscal year 2011 -2012. California law requires that an Annual Report be
prepared and submitted to the City Council and that the City Council hold a Public
Hearing each year prior to renewal of a Business Improvement District. The BID's
Board of Directors, which serves as the BID Advisory Board, requests City Council
approval of the Annual Report and scheduling of the public hearing for June 28, 2011.
A summary of accomplishments during fiscal year 2010 -2011 as well as the proposed
activities and budget for the new fiscal period are provided below.
• Developed and executed comprehensive strategic marketing and public relations
plan of work branding Newport Beach as Southern California Premier Dining
Destination.
• Re- launched an innovative new user friendly web site and foodie blog with enhanced
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Newport Beach Restaurant Association Business Improvement District Renewal: 2010 - 2011 Annual Report and
Adoption of Resolution of Intention to Levy for Fiscal Year 2011 -2012
June 14, 2011
Page 3
SEO plan, cutting edge technology and online reservation system
• Organized, prepared, marketed and implemented the Sixth Annual Restaurant Week
campaign in January 2011
• Maintained targeted cost effective distribution of the NBRA Dining Guide
• Maintained database and toll -free dining reservation system for all BID restaurants
• Developed and executed new and traditional, internet and social media marketing
campaigns leveraging promotion of the NBRA BID
• Integrated community partnerships, strategic marketing campaigns and co- operative
programs with Visit Newport Beach Inc, Anaheim CVB, Anaheim Rapid Transit,
Hoag Hospital, American Express, California Restaurant Association, Taste of
Newport, Nestle Waters North America and numerous media outlets and sponsors
• Secured valuable in -kind media sponsorship and publicity generating visibility and
brand awareness for Newport Beach Dining both in and out of market
• Sponsored industry- specific seminars (Serve Safe and ABC) and educational
campaigns (DUI awareness & EPS ban, etc.) working in concert with the City of
Newport Beach and the NBRA BID membership
Fiscal Year BID Revenues
During the fiscal year the BID received approximately $115,610 in member
assessments. The City provided $38,000 in matching funds. The BID was able to raise
an additional $53,110 in cash sponsorships for Restaurant Week and other events.
Total cash revenue for 2010 -2011 was approximately $206,720.
The BID spent approximately $239,000 for approved activities. The BID's current
account balance is approximately $61,500 with outstanding liabilities of approximately
$20,000. It is anticipated that a year end balance of approximately $40,000 will be
carried over into the FY 2011 - 2012 budget.
Proposed Activities and Budget
The FY 2010 -2011 Priorities and Budget Outline, including specific goals for each
category, is submitted by the BID Advisory Board as part of the attached Annual Report.
The highest priorities for the upcoming fiscal year are:
• Creation of new collateral materials
• Printing of informational brochures, stationary and membership decals
• Redesign and distribution of the Newport Beach Dining Guide.
• Maintenance of the centralized toll -fee phone reservation system
• Production and design of new ad campaign
• Implementation of local and national advertising campaigns
• Maintenance and improvement of newportbeachdining.com website
• Utilization of social media marketing and internet campaigns
• Participation in cooperative marketing campaigns including a bus wrap
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Newport Beach Restaurant Association Business Improvement District Renewal: 2010 - 2011 Annual Report and
Adoption of Resolution of Intention to Levy for Fiscal Year 2011 -2012
June 14, 2011
Page 4
• Organization of the NBRA Annual Meeting
• Participation with various community events
• Participation with Anaheim /Orange County Visitors' and Convention Bureau,
California Restaurant Association, Newport Beach Chamber of Commerce, and Visit
Newport Beach, Inc.
The estimated cost of providing the proposed improvements and activities to be
undertaken by the BID in the FY 2011 -2012 period is approximately $179,775. The
implementation of these actions is more fully described in the attached NBRA BID
Priorities and Budget Outline for the Fiscal Year 2011 -2012.
The Advisory Board of the NBRA BID expects to raise $53,110 in sponsorships in
addition to the assessments levied for the upcoming year. It is anticipated that
matching funds will be approved by the City Council for the Fiscal Year 2011 -2012 in an
approximate amount of $38,000. The attached Annual Report further describes the
budget and activities for the upcoming year, and has been filed with the City Clerk's
office as required by California law.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find this action is not subject to the California
Environmental Quality Act ( "CEQA ") pursuant to Sections 15060(c)(2) (the activity will
not result in a direct or reasonably foreseeable indirect physical change in the
environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378)
of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it
has no potential for resulting in physical change to the environment, directly or
indirectly.
NOTICING:
The agenda item has been noticed according to the Brown Act (72 hours in advance of
the meeting at which the City Council considers the item).
Submitted by:
Kimberly Brandt, Yap
Community Development Director
Attachments: A. BID Boundary Map
B. FY 2010 -2011 NBRA Annual Report and 2011 -2012 Priorities and Budget
C. Resolution of Intention to Levy 2011 -_
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Newport Beach Restaurant Association Business Improvement District Boundaries
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Attachment "B"
NEWPORT BEACH RESTAURANT ASSOCIATION
BUSINESS IMPROVEMENT DISTRICT
FISCAL YEAR 2010 -2011 ANNUAL REPORT
This is the annual report for the sixteenth year of the Newport Beach Restaurant
Association Business Improvement District. As required by Section 36533 of the
California Streets and Highways Code, the annual report shall contain the
following information:
1) Proposed Changes to the BID Boundary
There are no changes proposed to the BID boundaries.
2) Improvement and Activities for the Fiscal Year of July 2011 to June 2012
The NBRA BID will contract with California Marketing Concepts, Inc. to
provide the following programs:
Collateral Development: Creative, Production & Printing
The BID will create and print a New Establishment informational brochure,
and reprint NBRA stationary and NBRA membership decals.
Newport Beach Dining Guide
The BID will redesign the Newport Beach Dining Guide. Graphic design and
production and the NBRA database updates will be accomplished using
outside vendors. Ad sales, project management, and advertising
coordination will be handled by CMC. An appropriate vendor for printing the
guide will be selected.
Dining Guide Distribution Plan
The BID will distribute the Dining Guide through different vendors to reach the
tourist market in regional hotels, airports, large corporation break rooms, and
other locations to assure maximum exposure.
Phone Reservation System
The BID will contract to provide a centralized toll -free phone reservation
system for online dining reservations, information, or dining guide requests.
Ad Campaign Creative Production and Design
The BID will contract to create new brand photography and new advertising
campaign copy.
Print & Online Media Advertising Campaigns
The BID will implement national campaigns through the Visit Newport Beach
and the Anaheim Visitor's and Convention Bureau. Local advertising
campaigns are planned with the LA Times, the Newport Beach Chamber of
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Commerce, the Corona del Mar Chamber of Commerce, and other BID
media partners.
NBRA Website Development
The BID will maintain their website, newportbeachdining.com, listing all
Newport Beach dining establishments and other information of interest to
diners, such as the Newport Beach Restaurant Week. The Advisory Board
has identified several improvements, including improved database
management and search abilities, restaurant menus display, improved online
reservation capability, integrated driving directions, exported Dining Guide
data capabilities, and banner ad management.
Social Media Marketing & Internet Campaigns
The BID will expand utilization of existing Facebook and Twitter accounts and
expand newsletter distribution through the internet /email.
Public & Media Relations Campaigns
The BID will contract with the Business Wire Press Center to provide online
PR services.
Cooperative Marketing Campaigns
The BID will contract with the Anaheim /Orange County Convention and
Visitors' Bureau and the Anaheim Resort Transit Authority in cooperative
marketing campaigns including restaurant kiosks targeting the Anaheim drive
market and a bus wrap advertising campaign.
NBRA Annual Meeting
The BID will hold its Annual Meeting at a local restaurant, where it will
recognize sponsors and provide a review of financial standing of the BID,
elect members to the Advisory Board, review program achievements, and ask
for feedback from the general membership.
Community Event Participation
The BID will participate and contribute to the following events: Newport
Beach Relay for Life, Police Appreciation Breakfast, Newport Beach Mayor
Dinner and other special events.
NBRA BID Professional Memberships
The BID will maintain memberships with the following entities: Anaheim
Convention and Visitors' Bureau, California Restaurant Association, Newport
Beach Chamber of Commerce, and Visit Newport Beach, Inc.
Marketing & Association Management Fee
The BID will contract with California Marketing Concepts to provide BID
management, marketing and public relations services.
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Restaurant Week Cost Sharing
The NBRA BID will provide ancillary funding for the January Newport Beach
Restaurant Week in addition to funds allocated to the event by the City.
Administration Fee
California Marketing Concepts will bill the BID for database management,
miscellaneous operational reimbursements and administration fees, annual
phone bill, and postage.
3) The costs of these activities are projected as follows:
Collateral Development: Creative, Production & Printing
Newport Beach Dining Guide
Dining Guide Distribution Plan
Phone Reservation System
Ad Campaign Creative Production and Design
Print & Online Media Advertising Campaigns
NBRA Website Development
Social Media Marketing & Internet Campaigns
Public & Media Relations Campaigns
Cooperative Marketing Campaigns
NBRA Annual Meeting
Community Event Participation
Restaurant Week Cost Sharing
NBRA BID Professional Memberships
Marketing & Association Management Fee:
Administration Fee
TOTAL:
$1,000
$22,000
$11,950
$5,000
$6,000
$19,575
$9,600
$12,500
$3,500
$15,000
$2,500
$1,400
$25,000
$750
$36,000
$8,000
$179,775
4) The method and basis of levying the assessment shall be as follows:
The benefit assessments will be collected by the City in one installment.
Assessments shall be collected at the beginning of the fiscal 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 $95.00. For establishments with greater than ten (10) employees,
and whose business license tax is less than $600, 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 plus an additional $65. For
establishments with greater than ten (10) employees, and whose business
license tax is $600 or more, 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 plus an additional $145. The penalty for
delinquent payments shall be equal to that established for delinquent
business license fees pursuant to Chapter 5.08 of the Municipal Code,
providing that the penalty amount added shall in no event exceed one
hundred percent (100 %) of the assessment amount due.
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5) Surplus Carryover from Fiscal Year 2010 -2011
The BID estimates that $40,000 will be carried over from Fiscal Year 2010-
2011 to Fiscal Year 2011 -2012.
6) Sources of Contributions from other than levy
The BID estimates that there will be approximately $38,000 contributed to the
BID from the City of Newport Beach. In addition, the BID anticipates receiving
$3,570 from sponsors of the annual luncheon and $21,000 from sponsors of
the Dining Guide.
7) Past Year Accomplishments
The Fiscal Year of 2010 -2011 was a successful one for the BID. The BID
instituted and completed the following projects:
• Developed and executed comprehensive strategic marketing and public
relations plan of work branding Newport Beach as Southern California
Premier Dining Destination.
• Re- launched an innovative new user friendly web site and foodie blog with
enhanced SEO plan, cutting edge technology and online reservation
system
• Organized, prepared, marketed and implemented the Sixth Annual
Restaurant Week campaign in January 2011
• Maintained targeted cost effective distribution of the NBRA Dining Guide
• Maintained database and toll -free dining reservation system for all NBRA
BID restaurants
• Developed and executed new and traditional, internet and social media
marketing campaigns leveraging promotion of the NBRA BID
• Integrated community partnerships, strategic marketing campaigns and
co- operative programs with Visit Newport Beach Inc, Anaheim CVB,
Anaheim Rapid Transit, Hoag Hospital, American Express, California
Restaurant Association, Taste of Newport, Nestle Waters North America
and numerous media outlets and sponsors
• Secured valuable in -kind media sponsorship and publicity generating
visibility and brand awareness for Newport Beach Dining both in and out
of market
• Sponsored industry- specific seminars (Serve Safe and ABC) and
educational campaigns (DUI awareness & EPS ban, etc.) working in
concert with the City of Newport Beach and the NBRA BID membership
The merchants of the Newport Beach Restaurant Association want to thank
the City Council for their financial support and efforts on behalf of the BID.
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Newport Beach Restaurant Association
Business Improvement District
Priorities and Budget Outline
July 1, 2011 — June 30, 2012
Funds Available FY End 2010 — 2011 $40,000
Funds to be Collected FY 2011 -2012 $90,000
Anticipated Matching Funds from City $38,000
Anticipated Funds from Sponsorships $24,750
TOTAL AVAILABLE FUNDS $192,750
Priorities Amount
Collateral Development: Creative, Production & Printing
$1,000
Newport Beach Dining Guide
$22,000
Dining Guide Distribution Plan
$11,950
Phone Reservation System
$5,000
Ad Campaign Creative Production and Design
$6,000
Print & Online Media Advertising Campaigns
$19,575
NBRA Website Development
$9,600
Social Media Marketing & Internet Campaigns
$12,500
Public & Media Relations Campaigns
$3,500
Cooperative Marketing Campaigns
$15,000
NBRA Annual Meeting
$2,500
Community Event Participation
$1,400
Restaurant Week Cost Sharing
$25,000
NBRA BID Professional Memberships
$750
Marketing & Association Management Fee:
$36,000
Administration Fee
$8,000
TOTAL EXPENDITURES $179,775
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Attachment °C"
1
RESOLUTION NO. 2011-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH DECLARING ITS INTENTION TO RENEW THE NEWPORT
BEACH RESTAURANT ASSOCIATION BUSINESS IMPROVEMENT
DISTRICT FOR THE FISCAL YEAR OF JULY 1, 2011 TO JUNE 30, 2012,
AND FIX THE TIME AND PLACE OF A PUBLIC HEARING.
WHEREAS, the Newport Beach 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
the 2010 -2011 fiscal year which is on file in the Office of the City Clerk; and
WHEREAS, on June 14, 2011, the Newport Beach Restaurant
Association Business Improvement District annual report was filed and approved
by the City Council.
NOW, THEREFORE, the City Council of the City of Newport Beach
resolves as follows:
Section 1: The City Council hereby declares its intention to renew
the Newport Beach Restaurant Association Business Improvement District (BID)
for the 2011 -2012 fiscal year pursuant to the Act.
Section 2: The City Council hereby declares the intention to levy
assessments for the BID for the fiscal year July 1, 2011 to June 30, 2012
pursuant to the Act. Such benefit assessment shall be as follows:
A. For establishments with less than eleven (11) employees, the
assessment shall be a flat $95.00.
B. For establishments with greater than ten (10) employees, and a
license tax less than $600, the benefit assessment shall be
equal to the City's usual annual business license tax as
Resolution No. 11-
NBRA Business Improvement District
13
FA
established pursuant to Chapter 5.08 of the Municipal Code
plus an additional $65.
C. The assessment for all businesses whose license tax is $600 or
greater, the benefit assessment within the BID shall be 100
percent of the annual business license tax as established
pursuant to Chapter 5.08 of the Municipal Code, plus an
additional $145.
Section 3: The penalty for delinquent payments shall be equal to
that established for delinquent business license fees pursuant to Chapter 5.08 of
the Municipal Code, providing that the penalty to be added shall in no event
exceed one hundred percent of the assessment amount due.
Section 4: The benefit assessments shall be collected by the City
in one annual installment, with collections for new businesses in the BID 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 BID's fiscal year.
Section 5: 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
6. Memberships in various organizations deemed to promote
dining in Newport Beach.
The implementation of these actions is more fully described in the Newport
Beach Restaurant Association Business Improvement District Fiscal Year 2010-
2011 Annual Report, which is on file with the office of the City Clerk.
Section 6: The location of the BID will remain the same: Any
restaurant doing business within the boundaries of the City of Newport Beach is
part of the BID.
Resolution No. 11-
NBRA Business Improvement District
WO
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BE IT FURTHER RESOLVED, that the City Council of the City of
Newport Beach shall conduct a public hearing on June 28, 2011 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 renewal of the BID, the
extent of the BID 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 BID which pay fifty percent or more of the total
assessments to be levied, no further proceedings to renew the BID 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 or benefit within the BID, those types of
improvements or activities or benefit zones shall be eliminated.
Further information regarding the proposed BID renewal and
expansion may be obtained at the Newport Beach City Hall, 3300 Newport
Boulevard, Newport Beach, California, 92658; (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.
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 held on the day of 2011.
r_llmr * *n
Leilani Brown, City Clerk
ATTACHMENT: Exhibit A (Boundary Map)
Michael F. Henn, Mayor
Resolution No. 11-
NBRA Business Improvement District
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Newport Beach Restaurant Association Business Improvement District Boundaries
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