HomeMy WebLinkAboutDowntown Development Authority - Minutes - 08/14/1997ddoDANTOWN �
DEVELOPMENT
AUTHORITY
ONE WEST CONTEMPORARY ART CENTER Telephone (970) 484-2020
201 SOUTH COLLEGE AVENUE, FORT COLLINS, CO 80524 Telefax (970) 484-2069
DOWNTOWN DEVELOPMENT AUTHORITY
Regular Directors' Meeting
MINUTES OF AUGUST 14 1997
REGULAR FETING
The Board of Directors of the Downtown Development Authority
met in regular session at 7:30 a.m., August 14, 1997 in the
Third Floor Conference Room at 201 South College Avenue, One
West Art Center.
PRESENT There were present:
Kermit Allard, Chair presiding
Mary Brayton, Vice Chair
Jason Meadore, Secretary
Greg Belcher, Treasurer
Steve Slezak
Chuck Wanner
Larry Stroud
Margaret Brown
John Pitner
Staffs
Chip Steiner, Consultant
Anne Garrison
Guests:
John Fischbach, Jay Hardy, Karen McWilliams, Bud Frick,
Ed Stoner
CALL TO ORDER Mr. Allard called the meeting to order and roll call was
taken. New Board Members, Margaret Brown, Larry Stroud and
John Pitner were introduced and formally welcomed.
MINUTES A motion was made by Mr. Belcher to approve minutes of June
5, and July 3, together with an amended version of the
minutes of May 21, 1997, This was seconded by Mr. Meadore
and carried unanimously.
DDA MINUTES
PAGE 2
DBA MARKETING Jay Hardy, Executive Director of the Downtown Business
REPORT Association, (DBA) explained that the initial campaign
budget projection was $35,000. This figure comprised
$20,000 from DBA, $10,000 from DDA and $5,000 (15% marketing
fees assessed each DBA member.) In essence this amounted to
just under $6,000.
These funds were used to retain a graphic designer who
created a logo which represented the many elements of
downtown. The logo can be used as a 'canopy' for general
advertising, or individually by the businesses. The theme
is tied in with the logo of "Shop, Eat & Enjoy Downtown." A
DBA produced video prepared for television was viewed.
Other marketing endeavors included three billboards placed
strategically around town, a monthly section in the
Coloradoan called the Downtown Tab, brochures, ads in the
Visitors' Guide, Style Magazine, CSU Class Schedule, all of
which are targeted towards selected demographics.
In addition DBA has entered into partnerships with CSU with
signage, promotionals and recognition in Game Programs this
Fall. A half page ad appears in the Thrifty Nickel through
the end of the year. There have also been other
promotionals requested by the membership such as Gallery
Walk and Fashion by the Fountain, and T-Shirts sporting the
downtown logo. Also, Schrader Oil has involved the DBA in
its frequent fueler program which nets DBA thousands of
dollars worth of television and radio commercials plus
10,000 color print pieces paid for by Schrader.
OTS CANOPY Mr. Steiner introduced this topic, explaining that years
before, DBA had Bought to provide a protective canopy over
the stage area of Old Town Square. DDA had pledged
financial support, but the project had lacked the support of
the Landmark Preservation Commission.
DBA is requesting $10,000 from DDA to help underwrite the
project estimated at $23 - $25,000. Mr. Steiner mentioned
that at this time, LPC does not have design control over the
plaza, and recommended the Board consider this request, but
make it contingent upon a like level of financial
participation from the owners of Old Town Square.
Karen McWilliams and Bud Frick both spoke to the reasons for
LPL's previous stand, explaining that the only signature
building in that block is behind the structure. Although
Mr. Hardy has been sensitive to this and other issues by
selecting transparent materials, using only two poles for
support and an elevation of 9 feet, LPC would like to see a
more creative way of handling this, possibly a roll up/fold
away type of assembly.
Mr. Stoner addressed the amount of usage the stage receives
in a season and the time consumed in installation and tear
down of temporary canopies and their unsightly appearance.
Ms. Brayton moved to fund this project in the amount of
$10,000 contingent upon like participation on the part of
Old Town Square owners. This was seconded by Mr. Slezak,
who offered a friendly amendment, that participation be a
DBA MINUTES
PAGE 3
minimum of $10,000 with matching funds from Old Town Square.
That DDA review the costs relative to the approved design,
with the option to revisit the issue in the event that final
costs are more than anticipated. In addition, DDA will have
final design approval.
Mr. Wanner offered a second friendly amendment, that DDA's
participation not exceed 40% of total costs. The amendments
being acceptable to all parties, the motion carried
unanimously.
Mr. Frick requested the Landmarks Preservation Commission
become a regular line item on the agenda in the interest of
broader communication and update between the two entities.
OTS FUNDING
Mr. Steiner referenced a previous DDA Board discussion
regarding the use of pledged Enterprise Zone monies to be
used for improvements to Old Town Square (OTS) Plaza. At
that time, the Board authorized the Chair to enter into an
agreement with OTS governing the application of pledged
Enterprise Zone funds, for repair/maintenance improvements
for which the owners are not obligated under the Revised
Implementation Agreement between the City, DDA and OTS.
The Board is being asked to compare the project program
submitted by OTS to the existing obligations, and determine
eligible expenditures. The itemized list contained in the
packets was reviewed by the Board. Mr. Steiner's
recommendation was to fund all listed items through
Enterprise Zone monies, with the exception of the kiosks.
Mr. Stoner addressed the activity in the Plaza which has
heightened, requiring additional maintenance and cleaning,
and defined the purpose of the kiosks which, initially, were
installed by DDA, and now need renovation.
Me. Brayton made a motion to appropriate funds for the
balance of 1997 in the amount of $30,000. Mr. Meadora
offered a friendly amendment to state 'pending a review and
approval of Item #3.' This was seconded by Mr. Slezak and
carried unanimously.
PERFORMING ARTS
A Denver consulting firm has submitted a proposal at the
CENTER
request of a group of people assessing the funding for a new
Performing Arts Center. Special concerns are the site for
this project and the cost of the study is estimated at about
$13,000. Mr. Steiner recommends funding 50% of this cost.
CSU has made its decision on a proposed site, but Mr.
Fischbach advised that the City is open to other options and
leans toward a downtown facility.
Mr. Slezak made a motion to approve 50% of the study cost up
to $6,500 which was seconded by Mr. Meadora and carried
unanimously.
OTHER BUSINESS
• DDA Social to be held at Mr. Steiner's home on August 29,
1997. Details to follow.
DDA MINUTES
PAGE 4
• Another date for the annual retreat will be offered to
Board Members in the next week or two. The regular October
Board meeting will be held as usual, and not combined with
the retreat.
• DDA and DBA may relocate their office in order to obtain
more space.
• city Manager, John Fischbach provided the Board with an
update on the lingering effects of the July flood. City
funds will not be affected as they relate to the
Courthouse/Parking Garage projects, and much of what the
City has appropriated for the repairs of bridges, roads,
bike trails etc., will be refunded by FEMA.
ADJOURN There being no further business the meeting adjourned at
8:55 a.m.
Meadors, Secretary
• ALLARD & ASSOCIATES, CPAs, P,•
A Professional Corporation
201 Linden, Suite 201
Fort Collins, CO 80524-2464
(970) 482-1893
FAX (970) 482-2346
TO: DDA Board of Directors A
FROM: Kermit Allard, Chairman K �t
DATE: August 31, 1997
RE: Management Services for DDA
In the past 18 months the Downtown Development Authority has seen its agenda grow with a
number of important issues and projects. These include the Poudre River planning and
redevelopment, the Larimer County Courthouse and parking garage, and a new performing arts
hall.
In addition, large private investments are being made in the central business district such as
Home State Bank, the co -housing project at Lee Martinez Park, the possibility of a new privately
owned office building on block 31, the potential annexation of a Wal-mart super center, and a
hotel/convention center.
The DDA has been contracting on an hourly basis with Chip Steiner to provide executive
services for the Authority. Earlier this summer that contract was verbally extended to November.
The Board asked the Executive Committee to examine a more permanent solution.
The Executive Committee approached Chip with the idea of re-establishing a more formal
relationship between himself and the DDA. Following a series of meetings, the Executive
Committee is recommending to the full Board that The Steiner Company be contracted with for
an annual fee of $85,000 to provide complete management services to the Authority. Since Chip
no longer has contractual obligations with Hensel Phelps and therefore no conflict of interest
with regard to the Justice Center the Executive Committee is recommending the arrangement
become effective immediately.
For this fee The Steiner Company makes DDA business its primary responsibility. The company
can incur other contractual obligations but Authority business will take priority. The Board will
maintain the right to terminate the agreement at will if it believes the services provided are
inadequate to the demands.
The Executive Committee believes the use of a fee is the most equitable arrangement for the
DDA and Chip. It allows Chip to keep his company active and involved in other jobs. For the
DDA, a fee arrangement eliminates all the obligations and expenses it would normally incur as
an employer. The fee, which is partially based on the salaries paid to senior City of Fort Collins
executives, is a gross figure. There are no additional costs. The Steiner Company is responsible
for any employee benefits, taxes, insurance, and all routine business overhead (i.e. office rent,
equipment, telephone etc.).
Members of
American Institute of Certified Public Accountants
Colorado Society of CPAs Wyoming Society of CPAs
The Authority's office rent is to be substantially reduced in the near future because of a proposed
relocation where the DDA will pay only for its pro rata share of the space. The Downtown
Business Association has agreed to begin paying for the administrative services provided to it by
the DDA. These savings coupled to what a full time executive director employed by the DDA
would cost are roughly equivalent to the proposed fee to The Steiner Company.
Responding to the direction of the Board, the Executive Committee has attached a resolution
approving the agreement and authorizing the Chair to enter into the contract. The next agenda
item dealing with the budget outlines how the Authority can meet these additional obligations.
DOWNTOWN 0
DEVELOPMENT
ddoAUTHORITY
ONE WEST CONTEMPORARY ART CENTER Telephone (970) 484-2020
201 SOUTH COLLEGE AVENUE, FORT COLLINS, CO 80524 Telefax (970) 484-2069
TO: DDA Board of Directo�
FROM: Chip Steiner
DATE: September 1, 1997
RE: 1998 Budget items
In 1997 the City moved to a two year budgeting cycle and therefore the DDA needs to take
action on a number of budget -related issues.
The Operating Budget.
The Operating budget covers administrative, office and some capital improvement expenses of
the Downtown Development Authority. It is funded through a 4.05 ad valorem tax, accumulated
reserves, and various grant monies such as Community Development Block Grants and
Enterprise Zone donations.
Your packet includes two proposed 1998 administrative budgets. The first reflects positive
action on the executive committee's recommendation regarding management services. The
second leaves this expenditure and therefore the totals blank and will be adjusted if Board action
differs from the executive committee recommendation.
On the expenditure side please note the following changes:
Under Contractual Services, legal services has been increased to $15,000. The DDA's
demands on legal counsel increase with its overall workload. Expenditures in 1997 are
projected to be 50 percent higher than originally anticipated and 1998 will probably
continue that trend;
2. Depending on the outcome of the previous agenda item, contractual labor (under
Contractual Services) has been projected both at $85,000 (alt. #1) and left blank in alt #2.
Office rent (under Contractual Services) has been reduced to $3,840 in anticipation of the
DDA paying only for that space it actually uses (the current arrangement has the DDA
paying for 620 square feet although two-thirds of the space is used by the Downtown
Business Association;
4. Under Capital Outlay, the DDA anticipates $27,000 in Community Development Block
Grant monies (to replace Authority funds used for the co -housing project next to Lee
Martinez Park) and, depending on the opinion of legal counsel, either $24,200 (used for
budget purposes) or $30,000 in enterprise zone monies to replenish the Authority's 1997
expenditure on Old Town Square plaza improvements. These funds can be used for
capital improvements in the central business district.
On the revenue side, beginning balance is simply the sum of the cash carried forward from 1996
and all 1997 revenues less projected 1997 expenditures. The beginning balance differs in the two
budgets since the outcome of the previous agenda item was not known when this memorandum
was written. The other revenue sources include projected enterprise zone donations (from Old
Town Square), funds from the Downtown Business Association for administrative services
rendered to it by the DDA, Community Development Block Grant monies, and anticipated 1998
tax and interest revenues. The CDBG grant could be considerably bigger than is projected.
Other grant monies will be sought over the year as well which could positively effect total
available funds for the The payment from the DBA reflects the DDA Board's desire for the two
organizations to more equitably participate in shared administrative and operating expenses.
Finally, not all the capital improvement projects the DDA has committed to will actually occur.
Therefore, some additional funds may become available through 1998 for reprogramming. The
Authority should appropriate the monies regardless of their future use. A history of a recent
capital improvement commitments is provided below.
It is helpful to review the Authority's capital improvement activity for the year. The DDA began
1997 with $228,491 available for project and project related funding. This figure was generated
by:
Unspent 1996 capital improvement funds
$ 9,822
$ 9,822
Committed but unspent 1996 cap imp. Funds:
Cozzolas
20,000
ADI
7,000
200 Walnut
25,000
350 Linden
10,000
62,000
62,000
CDBG Grant
$ 90,000
90,000
Unspent but budgeted administrative funds
$ 7,687
7,687
Excess revenues over 1997 non -capital
improvement budget'
$ 58,982
$ 58.982
Total
$228,491
The DDA projects all categories of its administrative budget except capital
improvements based on the prior year's expenditures. This figure is subtracted
from anticipated revenues and the resulting balance (if positive) is added to the
capital improvement fund.
To date, these funds have been spent/committed as follows:
Continued 1996 commitments to:
ADI $ 7,000(unspent)
200 Walnut 25,000(unspent)
350 Linden I0.000(unsl2ent)
$ 42,000 $ 42,000
132-140 North College (under construction)
50,000
Rand -Scott (up to)
32,000
308 S. Howes (project completed)
1,200
Parking Garage Consultant (spent)
10,000
Co -housing project (funds paid to City of Fort Collins)
35,000
Performing arts feasibility study (unspent)
6,500
Up -front EZ funded OTS Plaza improvements
30,000
Old Town Square canopy (unspent)
10.000
Total $ 216,700
The enterprise zone improvements may be reduced to $24,200 depending on the opinion of legal
counsel regarding the legitimacy of some of the proposed expenditures.
The Board may wish to review these projects as it considers the 1998 budget. Resolution 97-3
approves the operating budget for 1998.
Mill Levy.
In addition to approving the 1998 operating budget, the Board needs to approve the ad valorem
mill levy and recommend the same to City Council. The mill is left unchanged from 1997.
Resolution 97-4 addresses the mill levy.
Budgeted
1997
Estimated
1997
Projected
1998
PERSONAL SERVICES
Salaries
27,247
27,247
27,962
Employees Group Life Ins.
100
100
100
Unemployment Compensation
150
150
150
Employee Group Health Ins.
4,000
4,000
4,000
Social Security (FICA)
500
500
500
ICMA
2,750
2,750
4,200
Dental Insurance
150
150
150
Long -Term Disability
150
150
150
Workers Compensation
125
125
125
Termination Pay
0
0
_ 0
35,172
35,172
37,337
CONTRACTUAL SERVICES
Telephone
1,800
1,791
1,800
Postage
200
75
200
Employee Liability Ins.
6,000
7,061
6,000
Mileage
0
0
0
Outside Reproduction
150
450
500
Computer Charges
1,200
0
0
Maintenance Contracts
4,200
4,100
4,100
Legal Services
10,000
14,500
15,000
Janitorial Services
1,200
1,200
1,400
Contractual Labor
26,043
26,043(1)
85,000
Marketing (DBA)
10,650
10,000
10,000
Office Rent
8,700
8,700
3,840
Dues/Subscriptions
700
1,000
700
Other Contractual
500
100
500
Meals
100
350
350
71,443
75,407
129,390
COMMODITIES
Office Supplies
150
100
200
Copier Supplies
500
1,000
1,000
Coffee Supplies
200
220
200
Other Commodities
0
_ 0
0
850
1,320
1,400
CAPITAL OUTLAY
Enterprise Zone Imps
24,200(2)
59,000
Grant fund Improvements
90,000
27,000
DDA funded Improvements
228,491
96.700
0
228,491
210,900(3)
86,000
OTHER
Loan Repayment
31,816
31,816
31,956
Transfer to General Fund
0
0
0
Contingency
4.000
4.000(1)
4.000
35,816
35,816
36,956
TOTALS
371,772
358,615
291,083
Ll
Projected 1998 Revenues:
Beginning Balance
DBA funds
CDBG Grant
EZ funds
Revenues
Total
Net surplus(shortfall) $58,807
(1) Estimated 1997 expenditures on this
55,821(4)
8,000
27,000
83,200
175,869
$ 349,890
budget presume Board
approval of the previous agenda item regarding The Steiner
Company consulting services. Cost of those services for the
last quarter of 1997 is $21,250. Through September, the DDA
will have spent $10,783 of the $26,043 budgeted for
contractual services in 1997. The balance, $15,260, the DDA
contingency of $4,000, plus unanticipated revenue of $1,035
the DDA from copier charges covers all but $1,000 of this
expense. Unexpended monies in capital improvement can make up
this difference.
(2) The 1997 enterprise zone improvements are budgeted assuming
legal counsel finds that the funding of kiosk repairs is not
permissible. If the finding is otherwise, the bottom line
will not change. The level of improvements will go up to
$30,000 (per the Board motion at the August meeting) but the
donation (i.e. revenues) will go up by a corresponding amount.
(3) Capital expenditures projected for 1997 include the following
commitments (date in parentheses indicates year commitment was
made):
ADI parking lot landscaping, $7,000. (1996)
200 Walnut, ROW improvements, up to $25,000 but current
hard commitment is for $15,000. (1996)
350 Linden, ROW improvements, $10,000 (1996)
132-140 North College, facade improvements using CDBG
funds, (1996--DDA stipulated project to be done
within 12 months).
Rand Scott building, facade improvements between
$25,000 and $32,000 using CDBG funds. (1997).
308 S. Howes, ROW improvements of $1,200. Paid (1997).
Goodale consulting services,$10,000. Paid. (1997).
Co -housing, for parkland acquisition, $27,000 in DDA
money and $8,000 in CDBG funds. (1997).
Performing arts feasibility, $6,500, (1997).
EZ upfront monies, either
DT canopy, $10,000, (1997).
Of this list, the ADI, 350 Linden need to be confirmed or
reprogrammed (i.e. free up $17,000) and the level of total
expenditure determined on Rand Scott and 200 Walnut (together,
if funded at the lower levels, freeing up another $17,000).
(4) Beginning balance is determined by subtracting total 1997
expenditures from 1996 balance forward plus 1997 revenues.
Total cash and revenues for 1997 is $414,436. In this budget
projection, total 1997 expenditures are $358,615 giving a
beginning balance of $55,821.
Budgeted
1997
Estimated
1997
Projected
199
PERSONAL SERVICES
Salaries
27,247
27,247
27,962
Employees Group Life Ins.
100
100
100
Unemployment Compensation
150
150
150
Employee Group Health Ins.
4,000
4,000
4,000
Social Security (FICA)
500
500
500
ICMA
2,750
2,750
4,200
Dental Insurance
150
150
150
Long -Term Disability
150
150
150
Workers Compensation
125
125
125
Termination Pay
0
0
0
35,172
35,172
37,337
CONTRACTUAL SERVICES
Telephone
1,800
1,791
1,800
Postage
200
75
200
Employee Liability Ins.
6,000
7,061
6,000
Mileage
0
0
0
Outside Reproduction
150
450
500
Computer Charges
1,200
0
0
Maintenance Contracts
4,200
4,100
5,000
Legal Services
10,000
14,500
15,000
Janitorial Services
1,200
1,200
1,400
Contractual Labor
26,043
14,377(1)
Marketing (DBA)
10,650
10,000
10,000
Office Rent
8,700
8,700
3,840
Dues/Subscriptions
700
1,000
700
Other Contractual
500
100
500
Meals
100
350
350
71,443
63,704
COMMODITIES
Office Supplies
150
100
200
Copier Supplies
500
1,000
1,000
Coffee Supplies
200
220
200
Other Commodities
0
0
0
850
1,320
1,400
CAPITAL OUTLAY
Enterprise Zone Imps
24,200(2)
59,000
Grant fund Improvements
90,000
27,000
DDA funded Improvements
228,491
96.700
0
228,491
210,900(3)
86,000
OTHER
Loan Repayment
31,816
31,816
31,916
Transfer to General Fund
0
0
0
Contingency
4,000
4.000
4.000
35,816
35,816
35,916
TOTALS
371,772
346,912
0
Projected 1998 Revenues:
Beginning Balance
DBA Funds
CDBG Grant
EZ funds
Revenues
Total
Net surplus(shortfall)
$ 67,524(4)
8,000
27,000
83,200
175,869
$ 361,593
(1) Estimated 1997 expenditures on this budget presume an outcome
regarding The Steiner Company consulting services other than
the Executive Committee recommendation. The "contractual
services" line item reflects a 12 month projection based on
average monthly expenditure for the first eight months of the
year.
(2) The 1997 enterprise zone improvements are budgeted assuming
leghal counsel finds that the funding of kiosk repairs is not
permissible. If the finding is otherwise, the bottom line
will not change. The level of improvements will go up to
$30,000 (per the Board motion at the August meeting) but the
donation (i.e. revenues) will go up by a corresponding amount.
(3) Capital expenditures projected for 1997 include the following
commitments (date in parentheses indicates year commitment was
made) :
ADI parking lot landscaping, $7,000. (1996)
200 Walnut, ROW improvements, up to $25,000 but current
hard commitment is for $15,000. (1996)
350 Linden, ROW improvements, $10,000 (1996)
132-140 North College, facade improvements using CDBG
funds, (1996--DDA stipulated project to be done
within 12 months).
Rand Scott building, facade improvements between
$25,000 and $32,000 using CDBG funds. (1997).
308 S. Howes, ROW improvements of $1,200. Paid (1997).
Goodale consulting services,$10,000. Paid. (1997).
Co -housing, for parkland acquisition, $27,000 in DDA
money and $8,000 in CDBG funds. (1997).
Performing arts feasibility, $6,500, (1997).
EZ upfront monies, either
DT canopy, $10,000, (1997).
Of this list, the ADI, 350 Linden need to be confirmed or
reprogrammed (i.e. free up $17,000) and the level of total
expenditure determined on Rand Scott and 200 Walnut (together
freeing up another $17,000).
E
(4) Beginning balance is determined by subtracting total 1997
expenditures from 1996 balance forward plus 1997 revenues.
Total cash and revenues for 1997 is $414,436. In this budget
projection, total 1997 expenditures are $346,912 giving a
beginning balance of $67,524.