HomeMy WebLinkAbout35642 / 89-398 DECEMBER 7, 1989 #398 RESOLUTION
(CARRIED LOST LAID OVER WITHDRAWN )
PURPOSE: ADOPT FINAL 1990 OPERATING PLAN FOR THE DOWNTOWN
OSHKOSH BUSINESS IMPROVEMENT DISTRICT
INITIATED BY: DOWNTOWN BUSINESS IMPROVEMENT DISTRICT BOARD
BID BOARD RECOMMENDATION: Approved 7-0
WHEREAS, the Downtown Oshkosh Business Improvement District Board
has developed and approved its 1990 Final Operating Plan; and
WHEREAS, on November 2, 1989 the City of Oshkosh Common Council
approved the Parking Agreement for the Downtown Oshkosh Business
Improvement District.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City
of Oshkosh, that the attached Downtown Oshkosh Business Improvement
District Final 1990 Operating Plan is hereby approved and adopted.
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Res. #398
1`he heart of it all
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O S W K O S M
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Business Improvement District
1990
Final Operating Pian
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, Res. #398
TABLE OF CONTENTS
PAGE
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . 1
THE BID LAW . . . . . . . . . . . . . . . . . . . . . . . 2
DISTRICT BOUNDARY . . . . . . . . . . . . . . . . . . . . 3
1990 OPERATING PLAN . . . . . . . . . . . . . . . . . . . 4
1990 BID PROGRAM/BUDGET . . . . . . . . . . . . . . . . . 5
RELATIONSHIP TO DOWNTOWN PLANNING . . . . . . . . . . . . 8
ASSESSMENT METHOD . . . . . . . . . . . . . . . . . . . . 8
APPENDIX
A - ASSESSMENT TABLES . . . . . . . . . . . . . . . . . . 9
B - WISCONSIN STATUTES, SECTION 66.608 . . . . . . . . . . 14
C - LEGAL OPINION . . . . . . . . . . . . . . . . . . . . 16
D - BID BOARD ROSTER . . . . . . . . . . . . . . . . . . . 17
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, Res. #398
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jNTRODDCTION
Many positive improvements have been made in downtown C)�hkosh . We
have a new hotel and Convention Centre, a restored Grand C)pera Houre,
streetscaping on the 40C1 Block, new municipal bus transfer center,
Walkway East improvement project, as well as a number of awning
projects which improved building facades downtown. Proje�ts currently
in the early stages of development include a 200-3C1C► Bloeks of Main
Street streetscaping project, which will add decorative lighting,
landscaping and new sidewalks, and the redevelopment of the 1UC� Block
of Main Street for an upscale office develapment .
Reali�ing that it takes more than just physical improvements to
maintain an active and economically viable downtown, business peaple
and property owners petitioned the City to create the Downtown C)shkosh
Business Improvement District (BID) . Established by the Common
Council in November, 1987, the BID"s goals were to implement free
parking, increase promotion and marketing, and enhance business
recruitment efforts .
Under the direction of the BID Board, movement towards the
achievement of these goals was undertaken. 199C1 will see the
continuance of free parking downtown, with the cooperation of the Gity
Parking Utility, and continuance of tele-marketing campai�n by UCDC
for business recruitment, with contributions by the BID. The BID also
financed a downtown �lean up pro,�ect and co-sponsored the Concerts in
the Park program, which was held at Riverside Park located downtown.
While it is difficult to ,�udge the overall success of the BID,
there are indications of a continued positive trend. In the Spring of
1989 , a two day Strategic Planning Session was held to identify the
Business Improvement Distriet.'s strengths and weaknesses and to set
goals and ob,jectives to act as a guide in order to continue the
positive trends which began in 1987 when the BID was created. For
1990 , the BID has contracted with OCDC to implement some of the BID
programs as identified by the Uperating Plan . In the City's downtown,
there were a total of S new businesses and 15 relocated ar expanded
businesses , with two buildings currently being renovated.
The assessed value of the properties in the BID decreased during
1989 . The decrease was primarily due to properties being removed from
the assessment roll . These properties are either slated for
redevelopment or for parkin� lot development. However, had these
properties not been removed from the assessment rolls , the BID would
have shown a net gain in assessed value in 1989 .
In order to maintain what is seen as positive improvements in the
downtown, the BID Board has prepared this 199U Operating Plan for
submittal to the OshkoBh C�mmon Council .
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- Res. #398
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T�iE. B�I2 IrAit
Qn April 6 , 1984 , the State of Wisconsin passed a law (Act 184)
which allows for the creation of Business Impravemeilt Districts . The
purpaae Qf the law is to authoriae citi.es, villages , and towns t�
create one or more business improvement districts to allow businesses
within those districts ta v ��p. manage. maintain. �. promote their
districts and to establish an assessment method to fund these
activities . A BID must be a geographic area within a municipality
consisting of contiguous parcels which are subject to real estate
taxes .
The formation of a Uusiness improvement district allows
downtowners (business people, property owners , merchants , City
officials and others) , to figure out what needs to be done to upgrade
and strengthen downtown and to pay the cost of doing it, in whole or
in part. It is a way for downtowners to decide what they want and to
finance it .
A BID is the best available method for business pe�ple to
organize, coordinate marketing and promotion efforts , provide
management and maintenance programs , and encourage bixsiness
�evelopment . It affvrds prQperty owners and busineas people a very
real role in direating those affaira within the district which
influence their investment and environment. It also ensures that �11.
beneficiaries of District programs participate in the fi�nding of the
programs .
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1990 QPERATING �1I
I . ORGANIZATION
Pursuant to Section 66 . E►5(3) , Wis . Stats . , a Downtown Business
Improvement District Board has been appointed by the City
Manager and confirmed by the Common Couneil . The Board is
comprised of 9 members representing the following interests �
2 Non-OwnPr �ccupants :
--1 retailer
--1 service provider
2 Non-accupant C�wners :
--1 retailer
--1 service provider
4 Owner 4ccupants :
--2 retailers
--2 service providers
1 Person-At-Large
In addition, Board members represent different areas within the
District, as well as larg�e and small businesses . As a City
entity, the Board will conduct its affairs under the open
meeting law and public record requirements . The Director of
Community Develapment or his designee serves as th� Secretary of
the Board . BID Board meetings are held the third Tuesday of the
month in Room 2�4 of City Hall . A roster of the 1990 BID Board
members is included as Appendix D.
The Board will be responsible for the management of the Buainess
Improvement District. Responsibilities of the Board include
implementing the operating plan and preparing annual reports on
the District. The Board will also annually consicter and make
changes to the operating plan and submit the operating plan to
the Commman Councii far approval .
City staff will be assisted by the C)shkosh Commercial
Development Corporation (OCDC) in the d�velopment and
implementation of BID program activities .
II . OPERATIONS
During 1990 , the Dawntown �shkosh Business Improvement District
will carry out the praposed program of activities listed on the
following pages . Included are the expenditures associated with
each activity. These projected costs include all services
related to program development, materials and management .
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Res. #398
5
PROPOSED 1990 �IIZ PROGRAM�BODGET = DOWNTOWN OSHKOSH
PROGRAM ACTIVITITS EXPENDITDRES
I . Free Short Term Parking Subsidy $ 45, f1t)(►. 00
A. Reimburse City Farking Utility for
loss of parking meter revenue in rzturn
for establishing fre� ahort term parkin�
in accordance with the Parking Agreement
between the BID and the City.
OBJSCTIVT: Alleviate customer concern
about plug�ing meters and having correct
change, etc. , to encourage longer
shopping time, convenience in conductin�
business transactions and establ.ishing
better public relations .
II . Business Recruitment $ 7 , 5C1C1 . 00
A. Maintain l�asing packet for �owntown
area.
OBJSCTIVB: Ta provide necessary
economic/market data and available space
information to prospective businesses
considering a downtown location.
B. Tar�eted business prospect d�velopment
(consists of, but not limited ta, in-
person and telephone business
recruitments , mailings , advertibements ,
travel expenses , prospect accommodations,
tar�eted promotions) .
OBJECTIVE: To fill vacant retail and
office space in providing needed goods
and services not available downtown or in
Oshkosh, which in turn generates
additional commercial traffic for
existing downtown busin�sses .
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Res. #398
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EXPENDITURES
III . Marketing/Promotion $ 5 , 500 . p0
A. Implement a m�rketing �trategy t,o promote
and enhance downtown businesses images .
OBJgCTIVS: Devel�p effective ways to
attract additional downtown business
patronage. Consideration will be given
to sponsorin� summer concert� , making
storefrants and �isplay� m�re attractive,
coordinated cleaning efforts, and ot,her
activities to improve the image of
downtown.
B. Maintain business directory - includes
all business listings with map indicating
free parking areas , long term parking and
public facilities .
OBJBCTIVg: To inform downtown business
people, customers , clients , C)shkosh
community and visitors what goads and
services are available downtown, where to
find them, and the mast convenient place
to park .
IV. BID Management $ 12, �00 . 00
A. Funds to be used to contract with an
agency to assist the BID Board in
achieving goals and ab�ectives
established by the BID in conformance
with the Qperatin� Plan.
OBJgCTIY�: Professional management
person to provide day-to-day leadership
and coordination of BID activities to
report directly to the BID Board.
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�%P�NDITURES
V. General $ 802 . 70
A. Activities and programs to improve the
BID District as required or permitt,ed by
State Statutes , that are in compliance
with the Operating Plan and approved by
the BID Board, pr�vidin� sufficient
progr�m funds are available.
pISTRICT BODGST
TOTAL EXPENDITURES - Program Activities $ 7C) , $C12 . 70
TOTAL REVENUE - District Assessments $ 70 , 802 . 7�
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ggLATIONSHIP �Q D�WNTOWN PLANNING
In 1980, the Commmon Council adopted the Downtown Redevelopment
Plan and Implementation Strategy. The City has been actively
implementing physical elements of the Plan by constructing new
convention centre and hotel facilities, making infrastructure and
streetscape improvements , assisting in building rehabilitation. The
Plan also recommended increasing organi2ational efforts between the
public and private sectors as well as establishing a voluntary special
assessment district. A follow-up study, Planning Report - Central
City Oshkosh, approved by the Common Council in 1987 , expanded various
elements of the previous plans and in particular recommended the
creation of a management vehicle and funding base t� serve the
downtown area. The management tool recammended was a Business
Improvement District .
The Downtown Oshkosh Business Improvement District (BID) is
consistent with and critical to the continued successful
implementation of these downtown plans . The BID enables the private
sector to undertake promotian, management, marketing, and other
programs essential to a prosperous downtown .
�Ip ASSfiSSMENT j�$�'HOD
The City of Oshkosh Downtown Business Improvement District (BID)
special assessment method utilizes assessed value information and
property street footage data, both of which are available from the
City Assessor's Office. As the absolute values of ass�ssed value and
foota�e cannot be combined, the values are calculated as a percentage
of the total assessed value and a percentage of the street footage .
The two percentages are added with the sum divided by �C)C1 percent,
which results in a proportionate value of the total district. A
property"s proportionate value of the tota� District is multiplied by
the District budget, resulting in the special ass�ssment for the
property.
The raw data, assessment calculations , and proposed District
assessment for each property in the Downtown Susiness Improvement
District, are presented on the following pages . The data for the
assessment method have� been obtained from the files of the City
Assessor and are subject to final taUulation by the City. To account
for street footages , ranging from very short frant footages to entire
blocks , the footage was computed in a manner similar to the City's
normal special assessment methodology.
Property used for commercial and manufacturin� purposes in the
District will be assessed. However, real prvperty used exelusively
for residential purposes will not be assessed.
:bid90
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APPENDIX A
W N Q � � N O � P t� N M � ti N d f� � 00 � M Y�1 N � �T N N N N � P � .Qt M M
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- 24L -
- Res. #398
11
F- ti O. O� �O N M O� P O 1� M � M M 1� M N M O M P N N M 1� �t �t N �O N O EO �O
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� O IA � O O N O � f� u1 1� DO i� CD N �t IA V1 u1 OO O IA O P P �O M M • • P N V1 v1
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W Q C C C C C C C � C C C C � C � C C = C z Y C C C C C C C � C C C C
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- 24m -
• Res. #398
12
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- 24n -
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- 240 -
' Res. #398
APPENDIX B 14
WISCONSIN STATUTES , SECTION 66 . 608
68.608 Business Improvement distriets.(1)In this section: (d) Within 30 days after the hearing under par. (c), the
(a)"Board"means a business improvement disuict board owners of property to be assessed under the proposed inirial
appointed under sub.(3)(a). operating plan having a valuation equai to more than 40%of
(b)"Businas improvement district"means an acea withia the vaivation of all property to be assessed under the pro-
a municipality consisting of contiguotu parcels subject to posed initial operating pian, using the method oC valuation
grneral ceal atate tazes. other t6an railroad rights-of-way� specified in the proposed initial operating plaa,or the owners
and may inctude raiiroad righu-of-way. rivers or highways of property to be assessed under the proposed initial operat-
continuousiy bounded by the parals oa at least one side. iag pian having an assessed valuation equat to more thaa
(c)"Chief exautive o(liar"means a mayor,aty manager, 40%of the assessed valuation of all p�operty to be assessed
village president or town chairman. uader the proposed initial operaang plan, have not filed a
(d) "Locai legislative body'.' means a common council, petition with the pianuing commission protrsdng the pro-
village board of vust�es or town board of supervison. posed basiness improvemeat district or its proposed initia!
(e)"Municipality"means a city,village or town. operatiag pian.
(� "Operating plan" means a plan adopted or amended (e) The loca! legislative body has voted to adopt the
under this section Cor the development.redevetopment,main- proposed initial operating plan for the munic�pality.
tenance, opendon and promution of a busiaess improve- (3)(a)'Ibe chief ezecutive olIicer s6a11 a
ppvint membera to
ment districK.including all of the Coiloaring: a business improvement district board to implement the
l.The special assessmect method aQpiicable to the basi- operating pian. Board members shall be confirmed by the
ness improvemeat district local legislative body and s6all serve staggered terms desig-
Im. Whether real property used exclusively for manuCac- nated by the local le�siadve body. The board shall have at
turing purposes will be spaaally assaud. least S members. A majority of board members shall own or
2.The kind,aumber and location of aq proposed expendi- oecuQy real property in the business improvemeat districK.
tures cvithin the business improvement disuict (b) The board shall annually consider and may make
3.A description of the methods of financing all atimated changes to the operating plan. w6ich may include termina-
expenditurss and the time whea rdated cosu will be incurnd. don of the plan. for its businas improvemrnt district 'Ibe
4. A description of how the aeation of the business board shall thea submit the operating ptan to the local
improvement disuict promota the orderly development•of k�s(ative body Por its approval. If the(ocal legislative body
the mvnicipality,including its relationship to any municipai disapprova the operating plan.the board sha(1 consider and
master plan. may make changes to the operating pian aad may continue to
' • resubmit the operating plan until local legisiative body ap�
5.A legal opinion that subds. ! to 4 have beea compGed P��� �s obtaiaed. Any change to the special assessment
��_ method appticable to the business improvement disuici shall
(g) "Planaing cornmission" means a pian commission �approvd by the loca!legislative body.
uuder s.62.Z3,or if none a board of public land commission• (c) 't'he board s6a11 prepare and make available to the
ets. or if none a planning committee of the locat legislative publie aanual ceport� describing the current �tatus of the
t�y.
busiaas improvemeat district, including expenditures and
(2) A municipaliry may create.a busines� improvement �enues. The report sha(I include an independeat crrtifiad
district and adogt itt operating plan if all of the following are audit of the implemrntation of the openting plan obtained
by the municipality. The municipality shall obtain an addi-
met: � tional independent certified audit upon terminauon of the
{a) An oaner of reat property used Cor commercial pur-
posa and located in the proposed business improvement business improvement district.
disvict dai�ated under pat.(b)has petitioned the munici- (d)Either the board or the municipaGty,az specifed in the
pality Cvr creation of a businas improvemeat district operating pian as adopted.or amended and approved under
(b)The planning commission has daignated a proposed ���tion.s6ai1 have all powen necessary or convenient to
biuiaas imQrovement district and adopted its proposed �P��ent the operating plan. including the power to
initial operating plan. coatract.
(e) At least 30 days before creation of the basinas im- (4) All special assessments received from a business im-
provemeat diatrict and adoption of its initial operating plan provement district and all other appropriations by the munic-
by the municipality, the planning commission has held a �P��ty or othermoneys received for the benefit of the busineu
public hearing on its proposed business improvement district improvemeat district shail be placed in a segregated accouat
and initial operating plan. Notia of the hearing shall be � �6e municipal treasury. No disbursemeats from the
publis6ed as a class 2 notice under ch.985. Before publica- aocount may be made�eacept to reimburse the municipality
don�a copy of the aotia togetha with a copy of the proposed for appropriations other than specia!assessments.to pay the
initial ope:ating plan and a copy of a detail maQ showing the costs of audib required under sub. (3)(c)or on order of the
boundaries of the proposed business improvement district buard for the purpose of implementing the operating pian.
shall be sent by artified mail to all owners of rea!progerty ����tion of the business improvement district by the
within the propoied busiaas improvemeat district TEie municipality, all moneys collected by special assessment
aotice shall state the boundaria of the proposed businas �ainiag in the account s6all be disbursed to the ownets of
improvement district and shall indicate that copin of the .spxiaJly assessed property in the business improvemeat
proQosed initiai operating plan are available from the plaa- district, ia t6e same proportioa as the last wllected spaaal
niag commission on requat. ����
- 24p -
• Res. #398
� 15
(�m► A municipality shall terminau a businaa improve-
meat district if the ownen of property assessed under the
operating plaa having a valaation equal to more than SO%of
the valuation of all property assessed under the operadng
plan,osing the method of valuation specified in the operating
pla�,or the owners oC property assased under the operating
piaa having au assased valuation equa!to moce than SO°/.oC
the assessed valuation of aU property assessed under the
operating piaa.Gle a petitioa with the ptanning commissioa
tequadng terminadon of the business improvemeat district,
subject to all oC the following coaditions:
(a)A petitioa may not be filed under this subsection earlier '
than one year after the date the municipality first adopts the
operadng plan for the businas improvement district
(b) On and aRer the date a petition is filed under this
subsection.neitha the board nor the municipatity may rnter —
into any new obligadons by contract or othervvise to impie-
ment the operating plan until the expiration of 30 days after
the date of hearing under par. (c) and unlas the biuiness
improvement district is not terminated under par.(e).
(c)Within 30 days aRer the filing of a petidon under this
subsxtion, the planning commission shall hold a pubGc
hearing on the proposed tormination. Notice of the hearing
shall be published as a class 2 notice under ch.985. Before
pubGcadon.a copy of the notice together with a copy oC t6e
operating plan and a copy of a detail map showing the
boundaria of the businas improvement district shall be sent
by certified mail to all owners of rral pmperty within the
b�uiness improvement district. The nodce shall state the
bouadaries of the business improvement district and shall
indicate that coQies of the operating plan are availabte from
the planning commission on requat.
(d)Withia 30 days after the date of hearing under par.(c).
every oaner of property assessed under the operating plan •
may sead writtea notice to the planning commisaion indicat-
ing,if the owner signed a petition under this subsoction,that
the oaaa retracts the owner's rcquat to terminate the
business improvemrnt district, or, if the owner did not si�n
the petitioa. that the owner requests urminadon oC the
busineas improvement district.
(e) IC aRer the expiration of 30 day� atta the date oi
hearing uader par. (c). by petition undcr this�ubsxtion or
subsequent notifcation under par.(d),and aRer subtracting
any retractions under par. (d). the owners of property as-
sessed under the operating plan having a valuation equal to
more than 50% oC the vaivation of all property assessed
under the operating plan. using the method of valuaaon
speciGed in the operating plan, or the owners of property
assessed under the operating pian having an assessed vatua-
tion equal to mon than 50%of the assessed valuation oC all
property assased under the operating plan, 6ave requested
the termination of the business improvement distric� the
municipatity shall terminate the business improvement dis-
trict on the date that the obligation wit6 the latest completioa
date entered into to implement the operating plan ezpira.
(Sy(a) Real property used exciusively for residential pur-
poses may not be specialiy assessed for purposa oC this
section. '
(b)A municipality may terminate a businas improvement
district at any time.
(c)This section does not limit the power oC a municipality
under other law to regulate the use of or specially assas real •
property. _
H�a.�: i se�..i e�.
— 24q —
• Res. #398
16
�iTY HA�� APPEND IX C
�15 Church Avc�ue
P (� ��,< t t;JO
O>hKnSh. V�,_^.rrn�,in .
5�4�)2-'»0 City of Oshkosh
<14•235-51'.S
�
01NKO.fH
ON THE N'ATEp
Mr. William D. Frueh
City Manager
City Hall
215 Church Ave.
oshkosh, wi 54901
Re: Business Improvements District #1
Dear Mr. Frueh:
I have reviewed 1983 Wisconsin Act 184 which created
Wis. Stats. Sec. 66. 608 . I have also reviecaed the
operating plan subr�itted for Business Improvement
District #1 for downtown Oshkosh, and I have reviewed
this specifically with regard to Wis . Stats. Sec.
66. 608 (1) (f) 5 which calls for a legal opinion as to
certain requirements being made for an operating plan.
It is my opinion that the plan which has been adopted does
provide for a special assessment method and that said
method will include manufacturing premises. It is fur-
ther my opinion that the expenditures have been listed
and that a time for making said expenditures, at least
initially, has been set forth.
The operating plan certainly describes why and hvw the
BID will promote the orderly development of the municipality
and specifically relates this plan to the central business
district plan. It is, therefore, my opinion that Sec. 66 . 608
(f) 1-4 has been met and complied with.
Very truly yours,
CITY 0 HKOSH
�
h � � �
J Yj� W. 'ge 3t c e'�� .
�ity Attorney
jwp: lz -
- 24r -
� Res. #398
APPENDIX D 17
�jp $�$p ROSTER
BOARD MFMBLR CATEGORY EFFECTIVE EXPIRES
Vic King Non-owner occupant 1�/6/�8 10/1/91
405 N. Main St . Service provider
PH: 235-6239
Norm Packer Non-occupant owner 10/6/88 1C)/1/91
1039 N. Sawyer St . Serviee provider
PH: 233-4260
Dennis Faust Uwner-occupant 11/2/89 1t)/1/91
542 N. Main St. Service pr.avider
PH: 235-9806
Miehael Utech Nan-owner occupant 11/2/39 lt►/1/92
220 W. lOth Ave. Reta3.ler
PH: 233-5435
Andrew Swinney nwner-occupant 11/2/89 1C1/1/92
1716 Hickory St. Service provider
PH: 231-5000
Barbara Baier Owner-occupant 11/2/39 1C)/1/92
224 N. Main St. R�tailer
PH: 235-1620
Carl Stapel Owner-occupant 10/15/87 lt►/1/9�
1547 W. 6th Ave. Retailer .
PH: 236-334�
Dennis Noone Owner-occupant 1(1/15/87 1p/1/90
1700 Cliffview Dr. Service provider
PH: 424-4262
Howard Hoppe At-Large lU/15/87 1C)/1/90
1101 Reichow St .
PH: 235-7408
- 24s -
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