HomeMy WebLinkAbout35111 / 88-353 NOVEMBER 3 , 7988
#353 RESOLUTION
( CARRIED LOSi LAID OVER WITHDRAWN )
PURPOSE : ADOPT FINAL 1989 OPERATING PLAN FOR THE
OOWNiOWN OSHKOSH BUSINESS IMPROVEMENT DISTRICT
INITIqTED BY : DOWNTOWN BUSINE55 IMPROVEMENT DISTRICT BOARD
BID BOARD RECOMMENDATION : Approved 9-0
WHEREAS , the Downtown Oshkosh Business Improvement Oistrict
Board has developed and approved its 7989 Final Operating Plan ; and
WNEREAS , on October 6 , 1988 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 �owntown Oshkosh Business
Improvement District Final 7989 Operating Plan is hereby approved
and adopted .
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O S H K O S H
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Business Improvement District
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Final Operating Plan
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. � � Res. #353
TABLE OF CONTENTS
PAGE
INTAODUCTION . . . . . . . . . . . . . . . . . . . . . 1
THE BID LAW . , . , _ , , , . . Z
DISTRICT BOUNDARY . . . . . . . . . . . . . . . . . . 3
1989 OPERATING PLAN . . . . . . . . . . . . . . . . . 4
1989 BID PROGRAM/gUDGET . . . . . . . . . . . . . . . 9
RELATIONSHIP TO DOWNTOWN PLANNING . . . . . . . . . . 7
ASSESSMENT METHOD . . . . . . . . . . . . . . . . . . 7
APPENDIX
A - ASSESSMENT TABLES . . . . . . . . . . . . . . . . g
B - WISCONSIN STATOTES, SECTION 66.608 , , _ , , , , , 13
C - LEGAL OPINION . , _ , , , _ , _ _ , . , , , 15
D - BID BOARD ROSTER . . . . . . . . . . . . . . . . . 16
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Res. #353
1
INTRODOCTION
Many poaitive improvements have been made in downtown Oshkosh.
We have a new hotel and Convention Centra, a restored Grand Opera
Houae, streetscaping on the 400 Block, and a number of buildings
with rehabilitated facadea. Projects currently in the early stages
of development include the east side oP the 10o Block of N. Main
Street and the new municipal bus transfer center on the corner oP
Pearl and Market Straets.
Realizing that it takea mora than just physical improvements to
maintain an active and ecnomically viable downtown, business people
and property owners petitioned the City to create the Downtown
Oshkosh Businesa 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 diraction aP the HID Board, movement towards the
achiavement of these qoals was undartaken. Free parking was
implemented throuqh an aqreement with the City Parkinq Utility. An
attractive downtown business Directory was devaloped to be used as a
marketing piece for both local and out of town customers and
clients, and the HID contributed to the oshkosh Commarcial
Developmant Corporation's (OCDC's) tele-marketing campaign for
business recruitment.
While it is diEficult to judqe the overall success of the BID
after only one year, there are indfcations of a positive trend.
OCDC conducted a telephone survey in September, 1988 asking
merchants to indicate the percent oP change in sales, comparing the
Pirst aix months of 1988 to tha pirst six months of 1967, p
majority of the responses indicated ihere is (on the average) a 7.58
increase in sales. Merchants reporting no increase or decrease
attributed it to a very qood previous year, a soft retail market, or
increased competition. The merchants noting increases attributed it
to increased cuatomer trafEic, proper promotions, free parking
and/or a more attractive shopping district.
Another indicator oP what is happening in the BID is the
assessed value of the properties in the BID. Overall, the assessed
valua of the HID decreased during 1988. However, the decrease was
due to the property with the largest assessed value taking a
significant reduction in 1988. If the assessed value of that
property had not changed, the BID would have shown a net qain in
assessed value of $234,000 in 1988.
Zn order to maintain what is seen as positive improvementa in
the downtown, the SID Board has prepared this 1989 Operating Plan
for submittal to the Oshkosh Common Council.
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� . Res. #353
2
T8E BID LAW
On April 6, 1984, the State oP Wisconsin passed a law (ACt 184)
which allows for the creation of Business Improvement Districts.
The purposa oP the law is to authorize cities, villages, and towns
to create one or more businesa improvement districts to allow
businesses within those districts to deve o , manaae, maintain, and
promote their districts and to establish an assessment method to
fund these activities. A BID must ba a geographic area within a
municipality consisting of contiguous parcels which are subject to
real estate taxes.
The formation of a business improvement district allows
downtowners (business people, property owners, merchants, City
officials and others) , to Pigure out what needs to be done to
upqrada and atrengthen downtown and to pay the cost of doinq 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 people to
organize, coordinate marketing and promotion ePforts, provide
management and maintenance programs, and ancourage business
development. It affords property owners and business people a very
real role in directing those affairs within the district which
influence their investment and environment. It also ansures that
,�l,l beneficiaries of District programs participata in the Punding of
the programs.
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Res. #353
4
1989 OPERATING PLAN
I. ORGANIZATION
Pursuant to Section 66.08 (3) , Wis. Stats. , a Downtown Business
Improvemant District Board has baen appointed by the City
Manager and confirmed by tha Common Council. The Board is
comprised oP 9 members representing the following interests:
2 Non-Owner Occupants:
--1 retailer
--1 service provider
2 Non-OCCUpant Owners:
--1 retailer
--1 servica provider
4 Owner Occupants:
--2 ratailers
--2 aervice providers
1 Peraon-At-Large
In addition, Board members represent dif£erent areas within
tha District, as well as large and small businesses. As a
City entity, the Board will conduct its affairs under the open
meeting law and public record raquirements. The Director of
Community Development or his designee serves as the Secretary
of the Board. BZD Board meetings are held the third Tuesday
of the month in Room 204 of City Hall. A roster of the 1989
BID Hoard members is included as Appendix D.
Tha Board will be responsible for the management of the
Business Improvement District. Responsibilities of the Board
include implementing the operating plan and preparing annual
reports on tha District. The Board will also annually
consider and make changes to the operating plan and submit the
operating plan to the Common Council for approval.
City sta£Y will be assisted by the Oshkosh Commercial
Development Corporation (OCDC) in the development and
implementation of BID program activities.
II. OPERATIONS
During 1989, the Downtown Oshkosh Husiness Improvement
District will carry out the proposed program of activities
listed on the following pagas. Included are tha expenditures
associated with each activity. These projected costs include
all services related to program davelopment, materials and
management.
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Res #353
5
PROPOSED 1989 BID PROGRAM/BIIDGET DOWNTOWN OSBROSH
PROGRAM ACTIVITIEB EBPENDITORE3
I. Free Short Term Parking Subsidy $ 60, OOo
A. Reimburse City Parking Utility for loss
of parking meter revanue in return for
establishing frea short term parking in
accordance with the Parking Agreement
between the BID and the City.
OBJECTIVB: AlleViate customex' conCern
about plugging meters and having correct
change, etc. , to encourage longer
shopping time, convenience in conducting
business transactions and establishing
better public relationa.
II. Business Recruitment $ 6, 000
A. Maintain leasinq packat £or downtown
area.
O&7ECTIVE: To provide necessary
economic/market data and available space
inPormation to prospective businesses
considering a downtown location.
B. Targated business prospect development
(consists of, but not limited to, in-
person and telephone business
recruitments, mailings, advertisements,
travel expenses, prospect accommodations,
targeted promotions) .
oa7ECTIVE: To fill vacant retail and
oPFica space in providinq needed goods
and services not available downtown or in
Oshkosh, which in turn generates
additional commercial traffic for
existing downtown businesses.
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Res. #353
6
E%PENDITIIRE9
III. Marketing/Promotion $ 4, 000
A. Implement a marketing strategy to promote
and enhanca downtown businesses images.
OHJBCTIVE: Develop effective ways to
attract additional downtown business
patronage. Consideration will be qiven
to sponsoring summer concerts, making
storefronts and displays more attractive,
coordinated cleaning efforts, and other
activities to improve the image of
downtown.
B. Maintain business directory -- includes
all business listings with map indicating
frea parking areas, long tarm parking and
public facilities.
O&TECTIVE: To inform downtown business
people, customers, clients, Oshkosh
community and visitors what goods and
servioes are available downtown, where to
find them, and tha most convenient place
to park.
IV. General
A. Activities and programs to improve the
HID District as required or permitted by
State Statutes, that are in compliance
with the operating Plan and approved by
the BID Board, providing sufficient
program £unds are available.
DISTRICT BDDGBT
Total $Xpenditures - Program Activities $ 70,000
Total Revenue - District Assessments $ 70, 000
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Res. #353
7
RELATION88IP TO DOWNTOWN PLANNING
In 1980 the Common Council adopted the Downtown Radevelopment
Plan and implementation Strategy. The City has been actively
implementing physioal elements oP the Plan by constructing new
convention cantre and hotel facilities, making inErastructure and
streetscapa improvaments, assisting in building rehabilitation. The
Plan also recommended increasing organizational efforts between the
public and private sectors as well as establishing a voluntary
special assassment district. A follow-up study, Planning Report -
Central City Oshkosh, approved by the Common Council in 1987,
expanded various elements oP the previous plans and in particular
recommendad the creation oP a management vehicle and funding base to
serve tha downtown area. The management tool recommended 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 undertaka promotion, management, marketing, and other
programs essential to a prosperous downtown.
BID ASSES62S8NT MET80D
The City of Oshkosh Downtown Business improvement District (BIDJ
special assessment method utilizes assessed value information and
� property street footage data, both of which are available Prom the
City Assessor's Offica. As the absolute values of assessed value
and footage cannot be combined, the values are calculated as a
percentage oP the total assessed value and a percentage oP the
street Pootage. The two percentages are added with the sum divided
by 20o percent, which results in a proportionate value of the total
district. A property�s proportionata value oP the total District is
multiplied by the District budget, resulting in the special
assessment £or the property.
The raw data, assessment calculations, and proposed District
assessment £or each property in the Downtown Business 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 sut�ject to Yinal tabulation by the City. To
account for street footagea, ranging from very short front footages
to entire blocks, the footage was computed in a manner similar to
the City�s normal special assassment methodology.
Property used for commercial and manufacturinq purposes in the
District will be assessed. Howevar, real property used exclusively �
for residential purposes will not be assessed.
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RES. #353
APPENDIX A a
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Res. H353
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- ZZL -
Res. #353
11
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- 22m -
Res. 3353
12
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- 22n -
Res. k353
. APPENDI% B lj
VISCONSIN STATUTES , SECTION 66 .608 �
6l.6W Bwlmu ImP����nldlNleb.(111n this sectioe: (d) WiWin 30 daye after 1he heanng ueder par. (c). the
(a)"Board"mnns a budneu'unprovee�mt distritt boud awvm of pmperty to be assmed mder the propoxd iNUal
appoiu�ed uuda eub.(3)(a). opaating plan having a valuauon ryuel m marc tLan 4p•/.af
@)"Busivw improvemmt dis�ric["means an alea withiu Ihe vo7uatlon of all propeny to be usnsed ueder the pro-
a munidpality ronsisting oC conuguous parceh aubject m poxd ivieal opmting plao. ming the me�had af valueuen
general rml autt texo,otMer than railmad righuoGway, �M iv the propoxd initlal opm�vg plaa or the ownm
and mny include railroad nghu-of-way, rivm or highways of property[o be mxssed undtt the pmpoxd'wivai opttat-
motinuomly bowdM 6y the parcels on a[least ane side. ing plan hatin6 � �sxd valuauon equnl to mo�e than
(c)"Ch+efuecutive oRrsr"means a mayor.rity maoager. 10%aC the essessed valuation of all property ta be avn.ud
village p�xsident or row chairmae. mder the ro
p pased initlal opelatleg pla4 �%�e vat filed a
(d) "Lacal legielative body:' mnm a common councii, peouon wi[h Ne planvin6 cowvisvov pmidung the pro-
village board of Wtees or town board af supervison. posed butivns improvemm[ distntt o�its propoeed ivival
(e)"Municipality"meaa�a ciiY.vi0ege or mwn. apmtinB Piao.
(� "Opendng plen" mnns e plan adopmd ar amended (e) The lod IeBSlative hody ha� voted to adopt We
underthissectionfortAedevelopmentcedevelopmen4main• pmpoxdinitialo
peretivg plan for the m�micipality.
ttnenm, opmuon and pmmoaon of a buvness improve (3)(a)Thechiefn«uuveoRarshallappoin�memben�o
mrnt distnc[,including all aC the(ollowing a bosinea improvement distriR boerL ro implemmt the
4 The sperial asussmen[method appiicabk to We 6uri- operating plm. Board members shall be mefi(med by th<
va improvemm[d'utricl kcal legislative body and shali serve�mgge`ed t<mu dcsi6'
Im.Whethn�sy propcay used uclueivdY Cor mmufaz- eated bY�e local l
��6 P�us wiil he �slauw body. I'6e boaM shall have at
sP��Y��� Im+c S mem6rn. A majarity of baard memben shall oav or
2 The kin4 vumber avd Iwatioa of all propoxd expendi' om�PY real property in the Muineaa imprav�rot dirtcict
nun within the busioea impmvement disvict (b) ILe board shall amually convder and may make
3.A deaaiption af We meWods of financing ali atimamd chmgn to the opmtlng pinn,which may include termim-
upendim�a and t6e tlme when rtlstM casts wili be incumd. tlon of 1he plaq for ib businen improvemmt distnee 7'he
d. A dacnption oC how the aeation of the busiuesa board ehdl then mbmit the openting plan ro the loml
impmvemmt disuitt promo�a the ordedy dev4opmen4 of k@slefive body for ip appravaL If lhe IoeallegiAative body
the municiqlity,inrludivg iu rclstlovship w any munidpal disappfova[he operaring plm,the hoard shall coosider end
"'��p�°. maY ms��e6mga ro the opentlng plae andmaY contiuue ta
rteubmit the operzting plm untll laxl teeslative bodY aP"
5,p� proval is obtvued. Any ctiavge to the spedal assessment
egal apioion that mbd�. 1 to/have bem eompliM �p�a Lea p
M�y, � pp' 61e to We butinds im rovement dinria shali
(g) "flaming mmmiysion" meava a pim commiasion �epprovd py the laal k�slauve bodY.
uuders6227.ori(voneaboazdofpubticlandeommimioo- (<) Tb� �erd s6e11 prtpert md make availa6le to the
m, or if uone a plaming eommiuee oC the lonl le�elative W bGe emual +eporv desenbing the cumnt eta[m o(t6e
y�Y buainw improvemrnt district, includivg apendiWra and
(7) A mwiripaGty may an¢.a busiixv m�pmvemmt R''���� Th�repott sha17 inelude an independent artified
Neuiamdadoptiuopera�ingplaniCallofthefollowingaze auditMtheimplemrnlauonottheoperatingplanobtaincd
m<t: ' bY�muoidpality. The muninpality ehall o6uin an addi-
(a)An owner af¢ai propvty uxd for commertvl pw. bonal iudependmt artiled audit upon terminauon af the
posa and lorated in 1he pmpoaed bininesa imprvvemmt burinaa impmvemmt district
diavict dew�ated uudtt par.(b)haa petitioned the munid- (d)Eitha the boazd or the munidpelity,as speafied in�he
peGty for cmtion oF a budnm improvemmt distritt. �P�m6 P�m a�adop�ed,or amrnded and approved under
(6)iLe plauning mmmission ha�desi�ated a proposed �++�oon,shall have all poweez naasary ar ronvenient to
bmivw improvement dislria avd adopmd in pmposed mplemrnt Ne opentlne Plaq iadudiag t6e powa m
initlil opmtieg plan. �°t��
(c) At lea�t 30 dap he(art c'nNon of the businne im- (�) � �� usasmen�s received from a 6usinas im-
pmvemmtdiatric[andadoptlanafiuivitialopmdngplan provemmtdismetandallothnapO�aP�atiombyt6emumc-
by the m�midpaliry. tye plazwng mmmiuioo has 6eld a ipaGtyorothermaneyartcivedfarthebevefitafthebusines�
pubGc hearivg on itr propoxd buanas improvemrnt disuict �P�o��o�d��et shall be plaad in a seg�egamd accomt
and initial apmting plan. Notice of t6e hearing shall be � �he municipal 4pyury. No disbursemmu (rom the
pubGahed aa a clav 2 ooti¢wdn eh.985. Befom pubGm- amowt may 6e made ezcept ro reimbune �he munidpality
rioe�awpyofWenaocerogethawithacopyoftheproposed forappropnauamothert6anspecialas�essmrnu,mpay[he
initld operaang plan aed a copy of a detail map showing the �su of auditf Iequittd under�ub.(3)(e)or on arder af Ihe
bounduia of the propoxd 6iainm improvemrnt distriet board (or the purpox of implemmung the apeatine P�.
ehall be sent by aertificd maii to all awnm o(mal properry ����von of the businas improvemmt distriet by the
aithin the proposed buvoea improvemmt diyviR 7'ye muniripality, a�� mooeya collected by special assnsment
notia shail snte the boundane o(the propoxd bmina� �a�d�e�o���nt shali he disbuned ro the owoen of
improvemmt distriet and shall indiatt that wpin of the .�+��Y �ased Property in the business improvemmt
proposed inivai openung plan are avadable fmm the plan- da�tt. � ��e proportion aa the laz[mllected spcaN
oin6 mmmisrion on rtqunt asscsmmt
- 220 -
Res. #353
14
(Nn) A muvidpslib shall mmivam a bminm imPmvo-
ment dirtria it We owoen o(P�P�nY %��� ulMer �he
operating Plan having a vahration ryual ro mom thm 50•/.of
the valuation o(ali property aasuxd under the opeaang
plan,u�in6�emethod of valuntion�pedfied iu the apenuog
plan,ar We oanm of pmperty esscxd uedtt the operzang
plav harivg ev assnsed veluation equal to mo,e than 50%of
We ux+sed valuauon af all property ssseesed mder t6e
operating plaa,fik a petltiov with the plamivg eommimon
rtquesting mnvimtion of the buvnaa improvemrnt districf,
mbjmt m ell of We folloaing mnditiom:
(e)Apefitlonmaynatbefiicdundttthiasubuctionesrlitt '
than one year aRa the dam the muniripaGty fint adopb Ne
opmting plan for We businese impmvemmt diatnct
(b) On and allv the da¢ a petition is filed undn ttis
rvbxuon.neiNer W<board nor We munidpality maY rnrcr —
inro any mw ob4ga6om by eon[net or othmvix to impic
mm[We opentin6 Plan untii the expiratlon o(30 dap aRer
the daro of hnring mda per. (e) aed unles the buaivm
improvement di�tritt is ml tttatinated under Oae(e).
(c)Within 30 daye aRer the filing of a perition mda this
m6weuo4 � p�anning eummission fheli hold a pubGc
hwring on t6e pmpoud te'minauon. Notia af We heaeing �
shall be pubtiahed a+a clw 2 noum mder ch.985. Befort
publintlo4 a copy of the noUa togeth<r wiW a wpy of the
operatlng plan and a <oDY of a detail map showin6 �he
boundana of the businas improvemmt d'ulria e6a11 he sent
by anified mail to all ownm of rtaI pmperty wiWin the
buainm imprmsmmt district. The uotice fhall stam iLe
bomdann af the buanas improvemmt dislrict end shall �
iadiwte Nat copia of the operatlng plan am availa6le from
the planvivg mmmieaon on requert.
(d)Within 70 daye after Ne date af heanng under par.(c),
every oantt of prope`ty usmxd wder the aperaung plan .
may xvd wriuen no6ce ro the planning mmmiseian inNrro- -
ing,if the aaner sigoed a petiGon under ihis eubmction,that
We owver teuacts the owner'f �equat to taminale �he
buvmae improvemmt distriey or,if the ownn did not v� �
the peuuon. Ihat We aw�ner rtquau terminatlon af We
butinev imProvement dirtriR. �
(e) If efter tM uPPntion of 30 daye aRm the dau of
haring under pu. (e�by petition undtt Wis mbxsUOn or
subscqurnt mti�uuon undtt Wc(d),and aRer eubtrecung
any retmttiom vnder pae (d), lhe owvers of pmperty as-
ussed wder the openling plan having a valwtiou equal to
mort than 50% o( �he valmtion of ail property auesxd
under the operating pla0. usiug �he meNod of veluation
sperified in Ih< operatlng ylaa, ot Ne ownen oC property
sesesxd undn the open�ing O�an having an uuexd valua-
Gon equW to moee[hav 50%af the aseessed veluaGon a(all
property amesud under the operetlng plan, have requaled
the tmnineUOn of �he businm improvemrnt distrieq the
municipality shell temtinatt th< butinm impmvemrn[dis
vict on We dam that Ne obligaUOn wit6 t6e latest completion
date mmred inro ro implemrnt the operaeng plao expim.
(5) (a) Real pmpertY'i+�uclmively for roiden�al purv
posa may not be spaially auesxd for purywa of Utis
settion.
(b)A mwicipality may tamina[e a businas improvemrnt
d'utria at any time.
(e)Thia seeuon does mt limit the pawer of a muvicipality .
undn other Iaw W regulaa the ux of or specially azuss real �
P��PMY
HYaf 1911�IH. '
_ 'L'ZP _
Res. #353
�iry Ha�, APP6NDIX C 15
�is Ce,,.cn A.���a
a c . . i i�u
""„' " ' � Ciry of Oshkosh
��, „��o
n azoe-s r r s
IdFD
��
����
ON ME w✓EF
Mr. [4illiam D. Frueh
City Manager
City Hall
215 Church Ave.
Oshkosh, WI 59901
Re: Business Improvements District #1
Dear Mr. Frueh:
I have reviewed 1963 Wisconsin Act 184 which created
Wis. Stats. Sec. 66. 609. I have also revie�ved the
operating pl�an su6nitted for Business Improvement
District RL 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 operatin9 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 how 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) 1-9 has been met and complied with.
Very truly yours ,
CITY O�HKOSH
1
/
h � �� � )
,7 W. e c�
�City Attorney
jwp: lz
_ 22Q _
Res. #353
. � APPENDIX D 16
BID BOARD ROSTER
BOARD MEMBER CATEGORY EFFECTIVE EXPIAES
Vic King Non-owner occupent 10/6/88 10/1/89
405 N. Main Street Service provider
PH: 235-6239
Norm Packer Non-occupan[ owner 10/6/88 10/1/89
1039 N. Sawyer S[reet ServLce provider
PH: 233-4260
Robert Reigh Ocmer-occupant 10/6/88 10/1/89
3292 Leonard P[. Road Service provider
PH: 233-0125
Michael Utech Non-owner occupant 10/15/87 10/1/89
220 West LOth Avenue Re[ailer
PH: 233-5435
Andrew Swinney Owner-occupant SO/15/87 10/1/89
1716 Hickory Stree[ Service provider
PH: 231-5000
Barbara Baier Ovner-occupan[ 10/15/87 10/1/89
224 N. �Main Stree[ Re[ailer
PH: 235-Lfi20
Carl S[apel Owner-occupan[ 10/15/87 10/L/90
1547 Weet 6th Avenue Retailer
PH: 236-3340
Dennis Noone Owner-occupant 10/15/87 10/1/90
1700 Cliffview Drive Service pravider
PH: 424-4262
Howard Hoppe At-large LO/15/67 10/1/90
L101 Reichov 5[ree[
PH: 235-7408
- 22r -
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