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HomeMy WebLinkAbout12.21.2021 Business Improvement District Full Agenda TO: Downtown Oshkosh Business Improvement District Board FROM: Megan Lang, Chair DATE: December 14, 2021 PLEASE BE ADVISED that the Downtown Oshkosh Business Improvement District Board will hold a regular meeting at 8:00 AM, Tuesday, December 21, 2021 in Room 404 at City Hall, 215 Church Ave., Oshkosh, WI to consider the following agenda: AGENDA I. Call to Order II. Approve Minutes of the November 16, 2021 Meeting III. Approve December 2021 Monthly Financial Report IV. Policing/Traffic/Parking/Enforcement Issues V. Discussion of MemberCo funds from fiscal year 2021 VI. BID Manager and BID Committee Reports a. Events b. MemberCo c. Beautification d. Marketing & Communications VII. Other Business (Must address items not listed on the BID Board meeting agenda) VIII. Identification of Agenda Items for the January 18, 2022 Meeting IX. Adjournment IF YOU CANNOT ATTEND THIS MEETING, PLEASE CALL THE ECONOMIC DEVELOPMENT DIVISION AT 920-236-5055. Downtown Oshkosh BID Board Minutes November 16, 2021 Present: Marlo Ambas, James Evans, Sandra Prunty, Jill Anderson, Chanda Anderson, David Krumplitsch, Barb Nelson, Megan Lang, Carrie Olson, Autumn Urban, Kris Larson and Andy Ratchman. Excused: Derek Mulloy, Aaron Armstrong and James Stapel. Staff: Jessica Meidl – BID Manager, Kelly Nieforth – Economic Development Services Manager, Sean Fitzgerald – Economic Development Specialist, Jeff Nau – Associate Planner/GIS Specialist, and Sgt. Kari Pettit – Oshkosh Police Department. Others: Amy Albright – Oshkosh Convention and Visitors Bureau, Dianna Stiefvater, Rob Ketter, Mike Nelson and Jessica Graf. I. Call to Order Chairperson Lang called the meeting to order at 8:02 a.m. A quorum was declared present. II. Approve Minutes of the October 19, 2021 Meeting Larson moved to approve the minutes of the October 19, 2021 meeting, second by Olson. Motion passed unanimously. III. Approve November 2021 Monthly Financial Report BID Manager Meidl provided the financial report as presented in the packet. Larson moved to accept the financial report, second by Prunty. Motion passed unanimously. IV. Policing/Traffic/Parking/Enforcement Issues Sgt. Pettit indicated a suicidal individual had forced the closure of North Main Street in the vicinity of the 400 block on three occasions during the past few weeks. On each occasion the police have asked bar and restaurant owners to lock their doors while law enforcement de-escalated each situation. Members had asked about the city’s position on addressing homeless individuals living in the parks, particularly referencing Opera House Square. Sgt. Pettit indicated she will bring the matter to the attention of the police chief. V. Discussion of MemberCo’s Proposed Event List for 2022 Barb Nelson reported that downtown business owners intend to conduct one event per quarter for the coming year. In February the group is planning an admission-based event that involves chocolate, in April it’s planning an adult Easter egg hunt, in June the group is planning a “crazy days” sale, and in late November or early December it plans a bingo event. MemberCo businesses indicated they would develop their own meeting agenda and minutes going forward. They explained the resource of the BID manager would be helpful for event marketing and for conducting communications to MemberCo businesses. Larson asked why the registration for the admission-based events need to be administered and collected by the BID manager. Board members discussed the history of the checking account associated with MemberCo and the rationale of not tying MemberCo funds to an account associated with a single individual or business. Board members expressed concern about the amount of time the BID manager spends on MemberCo initiatives, and would like MemberCo business owners to take on more responsibility related to its events and initiatives. Prunty asked how many hours per month would be an acceptable use of the BID manager’s time to dedicate toward any MemberCo meeting or other initiative. She indicate that issue appears to be at the center of this larger discussion regarding MemberCo. Lang suggested the BID manager attend every other MemberCo monthly meeting to update business owners on the progress of the BID and its board of directors, but would have no responsibility for the meeting agenda or minutes. She also suggested the BID would retain the approximately $9,000 in the MemberCo checking account and would grant $3,000 annually toward MemberCo as “seed money” for its upfront event costs. Jill Anderson said there needs to be resolution to the issue of the funds in the MemberCo checking account and whether those should be retained by MemberCo or be absorbed into the BID’s budget. Lang clarified that MemberCo would not retain the funds currently in its checking account, but could make a decision about charging annual membership dues to generate additional revenue. Board members offered a general consensus to move forward with Lang’s suggestions for MemberCo’s use of the BID manager. VI. Discussion of BID Financial Assistance Programs BID Manager Meidl indicated there are a handful of grants programs available through the BID which may be outdated. She discussed the board’s intention for a blade sign initiative and suggested the existing retention grant program could help fund grants to business owners for blade signs. The BID’s recruitment grant has received no applications in recent years and would-be applicants have indicated the application is far too onerous for the amount of dollars received. Meidl suggested an ad- hoc committee come together to review existing grant program guidelines, applications and evaluation criteria and discuss how those might be updated. Evans indicated he would be willing to review the applications for the grant programs and offer suggestions for making the process more efficient. Lang recommended Meidl come back to the board at its January meeting with a report on the review of the BID’s existing grant programs. VII. BID Manager and BID Committee Reports  Events  MemberCO  Beautification  Marketing & Communications Meidl provided her management and committee report as presented in the packet and offered an update of her activities during the past month. She also reported the BID was accepted into the Connect Communities initiative through Wisconsin Economic Development Corp.’s Main Street Program. Albright mentioned the visitor bureau’s “Shop Local” campaign for the coming year will provide Oshkosh-themed socks to patrons of downtown businesses. VIII. Other Business (Items not listed on the BID Board meeting agenda) No other items of business were introduced. IX. Identification of Agenda Items for the December 21, 2021 Meeting No additional agenda items were identified for the December 21, 2021 meeting. X. Adjournment Motion to adjourn by Evans at 9:29 a.m., second by Larson. Motion carried unanimously. Respectfully Submitted, Sean Fitzgerald Economic Development Division Economic Development Specialist Description Expenditure Leadership Oshkosh Convention and Visitor's Bureau CVB Contract November 4,392.96$ Reimbursements: Website Maintenance/Office Supplies D&K Rentals - December Rent 120.00$ Kitz & Pfeil Ace Hardware - Credit Card Reimbursement 12.59$ Mail Chimp - Credit Card Reimbursement 30.99$ Verizon Phone Charges 51.67$ Reimbursements: Recruitment/Retention/Video Grants Recruitment/Retention Grant Program Art City Signs Utility Boxes 8,500.00$ Reimbursements: Video Grant Program Events Waterfest Live at Lunch unWINEd-Wine Walk 4Imprint - Wine Glasses 135.29$ Reimbursements: Farmers Market Reimbursements: Holiday Parade All American DJ Service - Tree Lighting Ceremony 100.00$ Ray's Sanitation - Portable Restroom Rentals 180.00$ Reimbursements:Oshkosh Area Community Foundation - 27255 (1,000.00)$ Oshkosh Area Humane Society - 18834 (25.00)$ Fleet Farm - 66064 (50.00)$ Dimond Bros Insurance, LLC - 118959 (500.00)$ Rhyme - 112987 (500.00)$ West Side Association - 3164 (500.00)$ Glen Grothman - 6167 (50.00)$ Hometown Broadcasting LLC - 021400 (50.00)$ Oshkosh Area United Way - 14024 (25.00)$ Oshkosh Area Community Foundation - 27277 (1,000.00)$ Holiday Parade Children's Award Winner 250.00$ Noel Productions - Reindeer Display 2,000.00$ Gallery Walk Other Events Advertising Houck Transit Advertising - 10/1/21-10/31/21 400.00$ Oshkosh Herald - 1/4 Page Color - 4780 318.00$ Art City Signs Utility Boxes 534.00$ Canva - Credit Card Reimbursement 12.95$ Facebook - Credit Card Reimbursement 59.83$ Reimbursements: Beautification Contracted Services The Grounds Guys - Monthly Maintenance Contract - 71715 1,650.00$ Holiday The Grounds Guys - Holiday Boughs Planting - 71843 3,250.00$ Reimbursements: Planter and Bumpout Maintenance Lakefly Sponsorship Seagull Mitigation Project Parking Parking Study Implementation Reimbursements: Storage Unit Reserves / Capital Improvements Reimbursements: Gift Card Program CVB Transfer 1,000.00$ Total 19,298.28$ 2021 Business Improvement District November 5, 2021 through December 3, 2021 2021 Assessment 140,610.00 2020 Carry over 76,412.21 2020 Encumberance 1,000.00 TOTAL AVAILABLE 218,022.21 Funds Allocated 217,022.21 Balance Available 1,000.00 2021 Encumbered Allocation Expenditures Receipt Transferred Balance Balance Leadership Oshkosh Convention and Visitor's Bureau 70,000.00$ 51,731.17 0.00 0.00 0.00 18,268.83 Website Maintenance/Office Supplies 4,000.00$ 3,697.38 0.00 0.00 0.00 302.62 Recruitment/Retention Grant Program -$ 13,500.00 3,500.00 10,000.00 0.00 0.00 Events Waterfest 2,000.00$ 2,000.00 0.00 0.00 0.00 0.00 Live at Lunch 500.00$ 500.00 0.00 0.00 0.00 0.00 unWINEd-Wine Walk 750.00$ 4,935.18 11,322.88 0.00 0.00 7,137.70 Holiday Parade 750.00$ 5,591.00 12,885.00 0.00 0.00 8,044.00 Farmers Market 5,000.00$ 5,000.00 0.00 0.00 0.00 0.00 Other Events 2,500.00$ 2,425.06 0.00 0.00 0.00 74.94 Advertising -$ 13,546.22 1,210.00 15,000.00 0.00 2,663.78 Gift Card Program 1,000.00$ 1,000.00 0.00 0.00 0.00 0.00 Marketing Consortium Membership Donations -$ 468.21 555.00 0.00 0.00 86.79 Additional Activities & Marketing Materials 850.00$ 0.00 0.00 0.00 0.00 850.00 Holiday 2,000.00$ 0.00 0.00 0.00 0.00 2,000.00 Chalk Walk 150.00$ 475.40 425.00 0.00 0.00 99.60 Beautification Contracted Services 25,000.00$ 23,400.00 0.00 0.00 0.00 1,600.00 Holiday 8,500.00$ 3,250.00 0.00 0.00 0.00 5,250.00 Planter and Bumpout Maintenance 13,950.00$ 17,000.00 0.00 3,050.00 0.00 0.00 Seagull Mitigation Project 3,000.00$ 2,713.00 0.00 0.00 0.00 287.00 Parking -$ 0.00 0.00 15,000.00 0.00 15,000.00 Storage Unit 660.00$ 605.00 0.00 0.00 0.00 55.00 Reserves / Capital Improvements 76,412.21$ 0.00 0.00 (43,050.00)0.00 33,362.21 TOTAL OPERATING BUDGET 217,022.21$ 151,837.62$ 29,897.88$ -$ -$ 95,082.47 Postings through December 3, 2021 Downtown Oshkosh Business Improvement District - 2021 Operating Plan BID Manager Report November 2021 Priorities for the Month:  Post on social media 5+ times per week  Continue email template to be sent out to property/business owners  Change message on interchangeable sign  Continuous website updates  Participate in biweekly Community Partner Update with Oshkosh community leaders  Attend monthly Chamber EDAC meetings and give monthly BID update  Meet with Rob Kleman from the Chamber and Tricia Rathermal from GOEDC once per month for downtown opportunity update  Reconcile gift card account and BID invoices every Friday  Develop and send community newsletter (I send these as I feel they are needed)  Create monthly Oshkosh Herald and Houck bus ads  Put on First Friday event every First Friday of each month Committee Reports: MemberCO o Working with MemberCO for upcoming Chocolate Walk event o Attend monthly meeting and give BID update Beautification/Retention Grant/Mural Grant o Beautification o 2022 Banners o 2021 Holiday Décor Final Report o 2022 Plan for Flowers/Maintenance o Retention Grant o Upcoming: Tennie’s Jewelry, Olive & Rose o Recruitment Grant o No pending applications o Mural Grant o No pending applications Marketing & Communications  No update Events  No update Other Highlights/Projects  CVB Destination Oshkosh committee  Holiday Parade final report  Holiday Event/Downtown for the Holidays Campaign final report  CVB/Love Oshkosh Support Local campaign report  Main Street Connect Communities Program – approved for 2022  New/updated BID Financial Assistance Programs for 2022  2022 Planning  Annual Report