Loading...
HomeMy WebLinkAbout01-15-2008 Council Economic Development CommitteeAGENDA City of Iowa City City Council Economic Development Committee Tuesday, January 15, 2008 8:30 a.m. Lobby Conference Room Iowa City City Hall 1. Call to Order 2. Consider approval of the minutes of the December 18, 2007 Economic Development Committee Meeting 3. Discussion of CDBG Economic Development Funds Application: Guido's 4. Downtown Study, next steps S. 2007 Annual Economic Development Report 6. Memorandum of Understanding with Iowa City Area Development Group 7. Staff time 8. Committee time 9. Adjournment MINUTES DRAFT CITY COUNCIL ECONOMIC DEVELOPMENT COMMITTEE DECEMBER 18, 2007 CITY HALL, LOBBY CONFERENCE ROOM, 8:30 A.M. Members Present: Regenia Bailey, Connie Champion, Bob Elliott Staff Present: Wendy Ford, Tracy Hightshoe, Jeff Davidson Others Present: Steve Harding, Alisa Weinstein, Codi Josephson, Gig Wood RECOMMENDATIONS TO CITY COUNCIL Elliot moved and Champion seconded the minutes of the November 13, 2007, meeting be approved as presented. Motion carried 3-0. Champion then moved to approve the $40,000 CDBG Economic Development Fund Loan application for the Wedge Pizzeria, seconded by Elliott. Motion carried 3-0. Elliott moved to approve the $15,000 CDBG Economic Development Fund Loan application for the Home Ec Workshop, seconded by Champion. Motion carried 3-0. Elliott moved to recommend to the Council approval of the $2,000 funding request for the University of Iowa Small Business Development Center, seconded by Champion. Motion carried 3-0. Champion moved to defer the funding request by the Entrepreneurial Development Center for six months, seconded by Elliott. Motion carried 3-0. CALL MEETING TO ORDER: Chairperson Regenia Bailey called the meeting to order at 8:32 A.M. APPROVAL OF MINUTES OF NOVEMBER 13, 2007: Elliot moved and Champion seconded the minutes of the November 13, 2007, meeting be approved as presented. Motion carried 3-0. DISCUSSION OF CDBG ECONOMIC DEVELOPMENT FUNDS APPLICATIONS: A. Wedge Pizzeria — Hightshoe addressed the Committee regarding the application from the Wedge Pizzeria. The Wedge would like to expand to the Pedestrian Mall, where they plan to employ several managers and employees. She noted that they have been good to work with, and have maintained an excellent credit score. They have maintained their operating profit, as well. Hightshoe is recommending $40,000 loan with a maximum term of seven years at 3% interest. Champion questioned if this is what the committee is looking for downtown, in light of the recent Market Niche study. She also stated that she has some objections to the fact that full- time employees would not be receiving benefits. Steve Harding addressed this issue, stating that for him to provide health benefits for ten people would not be feasible. Elliott questioned why they should approve this request in particular, when there could be 200 other businesses that want to expand in town. Bailey noted that those businesses are also eligible to request funds. She stated that the Wedge would be moving in where New York Deli is moving out, and that the Wedge will not serve alcohol is desirable to her. Bailey stated that she believes it makes sense for this move to take place. She then asked Harding for some clarification on his business. City Council Economic Development Committee December 18, 2007 Harding reiterated his wish to expand his business, stating that the hourly pay offers is above industry standards. Elliott then asked if the $40,000 being proposed is okay, as his request was for $60,000. Hightshoe briefly explained how they came to the amount they did, giving some background on how they decide the funding amounts. Champion then moved to approve the $40,000 CDBG Economic Development Fund Loan application for the Wedge Pizzeria, seconded by Elliott. Motion carried 3-0. B. Home Ec Workshop — Hightshoe explained that the Home Ec Workshop is owned by Alisa Weinstein and Cody Josephson. Their request is for a new business start-up. She explained that they are planning to open in the Northside Market Place on Linn Street. Hightshoe noted that the business would be considered a microenterprise. She further explained the funding that has been reviewed, and stated that she recommends $15,000 loan for 7 years at 2% interest. The owners of the Home Ec Workshop then addressed the Committee regarding their business plan and vision. They noted that their business will be a community place for people to gather and do crafty things, in classes and or individual special projects. Elliott and Champion both agreed that the business sounds like a good concept for the area. Hightshoe explained how the proposed loan amount was determined, and noted that the Committee has the option to change the amount. Elliott asked for some clarification on the financial aspects, and shared concerns of loaning too little an amount. Elliott moved to approve the $15,000 CDBG Economic Development Fund Loan application for the Home Ec Workshop, seconded by Champion. Motion carried 3-0. DISCUSSION OF REQUESTS FOR FUNDING: University of Iowa Small Business Development Center — Ford reviewed the request from Paul Heath at the University of Iowa Small Business Development Center for $2,000. The Center has recently been funded a new line of $25,000 from the Iowa Values Fund, for which they need a local match. They are requesting the $2,000 from Iowa City and similar amounts from the other local communities they serve. She noted that the SBDC has been very helpful in assisting some of the applicants for CDBG funds. Entrepreneurial Development Center — Ford reported that EDC has been in existence for about four years. Their mission is to provide resources to highly scalable, fast-growing companies in the Corridor. She noted that their main role is to link up fast-growing businesses with financial resources. She also noted that this is their first request for funding from the City, and that they are also requesting funding from the surrounding cities and the County. Elliott expressed his concerns about the funding request. Bailey asked for some clarification on why this is being requested from the City. Ford explained how the request came in through the City Manager's office and then was given to the Economic Development Committee to decide if it would be appropriate. The Committee then discussed both requests, weighing whether Economic Development funds are appropriate for these two Centers. They decided to defer, for six months, the $15,000 request from the Entrepreneurial Development Center. Ford will follow up with them and request they provide the committee with more detail on the program. Elliott moved to recommend to the Council approval of the $2,000 funding request for the University of Iowa Small Business Development Center, seconded by Champion. Motion carried 3-0. Champion moved to defer the funding request by the Entrepreneurial Development Center for six months, seconded by Elliott. Motion carried 3-0. DOWNTOWN MARKET NICHE ANALYSIS — discuss next action steps: Davidson reviewed the recent presentations of findings by the consultants and explained the committee needed to decide how they want to implement the recommendations in the report. Davidson shared some of his ideas, stating that the "buy in" of the vision is a critical item. He noted that in talking to others about the study, it has become evident that the City's lead in this could be an issue. He gave some history of the City's past involvement in downtown initiatives, and then addressed some of the specific recommendations for the downtown, noting the key recommendations require the work of someone in a downtown management position. Champion City Council Economic Development Committee December 18, 2007 stated that she agrees with Davidson in that the involvement of the private sector is critical. She noted that perhaps the Downtown Association could be helpful in bringing some of these people together in order to discuss the future of the downtown. Elliott questioned whether the Downtown Association would be the appropriate organization to lead it. Davidson asked if the committee thinks a "downtown manager" is the way to strike this public/private partnership. Elliott stated that he believes they need to find out if businesses are even interested. Davidson addressed bringing the private sector into discussions and the challenges they would face in doing this. As a show of support for immediate improvements to downtown, Ford suggested items that could be addressed immediately by the City, such as snow removal, trash pick-up, and aggressive panhandlers. A discussion ensued regarding issues that are City responsibilities, and those that are the responsibility of the private sector. The discussion turned to how to involve and engage the private sector. Ford noted that the Downtown Association is a major factor, as are the business leaders from outside the downtown area. She stated that focusing on results, towards more of a "here's what downtown can be... help us get here with your ideas," discussion could be a way to begin, as opposed to promoting the creation of another job. Elliott reiterated that he believes they need to sit down with business owners and leaders first, to see what their thoughts are on this. Ford asked the committee if they thought an informational brochure explaining how the results of the study could improve business downtown would be beneficial. Members agreed that this would be a good conversation starter, and Davidson said that once they have these people at the table for discussion, they need to address such issues as whether or not to have a downtown business development manager. Davidson suggested that he, Ford, and Hightshoe do some research on similar cities about how they handle their downtown markets. Davidson then asked if the committee would get names to staff of individuals they feel should be involved in these discussions, explaining this can be a starting point for setting up discussions. This then led to a brief discussion on the issue of some people not being willing to meet in a public meeting, but rather in a one-on-one meeting, and how should this be handled. Davidson then stated that they would attempt to meet with people one-on-one, as needed, and also in open discussions, in order to move forward with the Market Niche recommendations. STAFF TIME TIF Project Update Memos — Ford noted that the committee received copies of these update memos, and explained the information contained in them. She noted that United Natural Foods/Blooming Prairie, will likely not qualify for the full rebate, as their employee count is below the agreement levels. On June 1, 2008, she will get update employment levels and use those to determine the "claw back" amount, or the amount subtracted from the rebate based on employment shortfalls. She also noted that one of the performance measures for Pepperwood Plaza is their vacancy rate, which is in flux, but still above the agreed upon 85% level. Hightshoe spoke briefly about the State Economic Development's Microenterprise Summit which she and Ford attended on December 17. COMMITTEE TIME Bailey thanked Elliott for his work on the Economic Development Committee. ADJOURNMENT Meeting adjourned at 9:45 a.m. o N X X X T M x x x T T to N x X X 0 T o) w o T X X O c x X X T X X X 0 N x x x I- x x x � n N X x x o to 00 �o Q x x EU o 0. W 0� N CD X x x > W o W) y Z o °oN x x x E Z OW Q x X X 0 W — N M X X X M X X X U a� E N X X X o U N x x x C QN O N N o N X X X U 0o 04 X X x U N T W C6w 00 00 V ` Q O N O N O N 0 IXao 0 0 ~ W O O o U� O O 'a m a mmo c env of z w m m VV 0 INITIAL REVIEW OF GUIDO'S DELI & MARKET WORKING CAPITAL Business Proposed: Laurie Magaraci, owner of Guido's Deli & Market (227 E. 15t Street) is requesting funds for working capital and to replace outdated equipment. The business opened in October 2005 as an Italian deli offering meats and cheeses, homemade soups, panini sandwiches and other items. In December, the business expanded by opening a second location at Kirkwood Community College in Iowa City. The owner requests $50,000 for working capital and upgraded equipment. Budget & Private Financial Contribution Applicant contributed $147,000 to the start-up of Guido's Deli and $15,000 towards the Kirkwood expansion. Owner states the business is not in a position to go to a private lender due to current outstanding payables. Comprehensive Plan/CITY STEPS Plan The project does not require public infrastructure and is located in a CI-1 zone (intensive commercial). CITY STEPS notes a high priority for the expansion and/or retention of business that pay at least the living wage. Quality of Jobs The business plans to hire two full-time positions; an office manager at $17.00 per hour and a janitorial position at $10.00 per hour. No fringe benefits are paid. The application states that dinner service will be reduced to three nights a week in January; however they will start offering breakfast. Economic Impact The proposed CDBG funds will provide a small business with access to low interest working capital. Environmental/Community Involvement The business has a history of contributing gift certificates and food donations to various charity groups, non-profit organizations and local schools. Items to Address: 1. The business reports a net income loss of over $48,000 each year for the last two years. Can the business sustain two additional full time employees at this time? 2. There is no collateral for the loan and the current outstanding payables are high. The purchased equipment would only secure a very small portion of the loan. 3. Accounts payable includes all employee and sales tax accruals. Staff was not able to review days account payable and days accrual as these items must be separated. These two measures are indicators on how well the business is paying off suppliers and if employee payments match the payroll cycle. These figures are also compared to each previous year to see if a trend emerges. 4. Total sales from January to October 2006 were $145,653. Sales for this same time period in 2007 (November and December 2007 sales not submitted due to timing of application) were $171,976. This is an 18% increase. Despite the increase in sales and no lease payable expenses in 2007, the business reports a current net income loss of $48,006. January 2008 January 15, 2008 Council Economic Development Committee Guido's Deli & Market Staff Recommendation: The owner of Guido's Deli & Market, Laura Magaraci, has made a significant investment into the company and is looking to expand their market and increase sales. The business has operated at a significant loss for the last two years. As of October 31, 2007, current liabilities exceed current assets by approximately $34,800. The amount owed on applicant's revolving accounts is high. The applicant requests a lien on the equipment purchased to secure a portion of the loan. There is no collateral available for the working capital funds. Staff funding recommendation: While the business is adjusting hours and making changes to increase profitability, staff does not recommend funding the request at this time due to the items noted above. January 2008 Iowa City CDBG Economic Development Funds Application for Business Financial Assistance Business Requesting Financial Assistance: Individual Laurie Magaraci Home Address 4577 Kansas Ave SW, Iowa City, IA 52240-8576 Name of Applicant Business Guido's Deli & Market Full Street Address of Business 227 E. 1 st Street Iowa City, IA 52240 Phone Number & Email Address 319-338-5356, laurie@guidosdeli.com DUNS Number (If awarded funds, applicant must obtain a DUNS number): Type of Business Restaurant Date Business Established 10/12/2005 Bank of Business Account and Address (if applicable): University Iowa Community Credit Union, Iowa City, IA 52240 NOTE: The City will not provide assistance in situations where it is determined that any repre- sentation, warranty or statement made in connection with this application is incorrect, false, misleading or erroneous in any material respect. If assistance has already been provided by the City prior to discovery of the incorrect, false or misleading representation, the City may initiate legal action to recover City funds. Revised 11/15/06 Section 1: Description of Business and Proposed Project 1.1. Describe the proposed "project" (for example, company relocation, building expansion, remodeling, new product line, number of new jobs, amount of investment in machinery and equipment) and the expected benefits it will receive from the financial assistance requested: Guido's Deli is growing. Since acquiring our liquor license and the recent article in the Press Citizen Life section; (50 Must -Do Things in the area), our business has greatly increased. To accommodate this increase and continue to provide quality service to our customers, we are hiring an Office Manager to oversee all details regarding the operation of Guidos, and a maintenance man responsible for all repairs and maintenance of the restaurant. We are opening a second location within the Kirkwood Community College Monday, Dec. 3rd and will be hiring a Manager to oversee all of the details associated with this location in the future. Guido's is becoming known for our homemade feta and balsamic vinaigrette salad dressing. The demand for these items is growing. One of the benefits of enough funding is, it would give me an opportunity to achieve my long term goal of bottling these items for retail and local distribution. Hiring a manager will free up some of my time and allow me the opportunity to focus on marketing and achieving our long term goals. We would like to upgrade some of the equipment at the 227 E. 1st Street location. Our current equipment has limitations that now make it difficult to operate efficiently. Our computer is 4 yrs old and no longer capable of competing with advances in technology, our meat slicer is very old and the screws that maintain the blade are stripped causing the blade to slip; this must be replaced immediately. The dishwasher we currently use has a capacity of approximately 16 racks per hour and utilizes 3 gal of water per rack. This is reflected in our monthly utilities. The dishwasher we would like to purchase has a capacity of approximately 24 racks per hour with a 92 second cycle utilizing 1 gal of water per rack. (see attachment. Price quote by Dean Demorest , Star Foods 319-364-3423). Cutting costs in all areas of the restaurant greatly affects our receivables resulting in additional revenue to cover operational costs. Currently, Guido's Deli is open for lunch and dinner. Beginning in January, we are going to scale back dinner to three nights per week and start offering breakfast. This change will increase our account receivables and aid in our account payables. 1.2. Provide a brief history of your company: Guido's Deli opened in October, 2005. It is an Italian inspired deli offering premium cuts of meats and cheeses, homemade soups daily, panini sandwiches, various house specialties and quality coffee and teas. After two years of operation, Guido's Deli has come to be recognized all over Iowa City. We offer the feel of home in a very warm and relaxing environment. 1.3. Describe the organizational structure of the business: Guido's Deli is owned and operated by Laurie Magaraci. Laurie is also President of Guido's. The Office Manager and Restaurant Manager will report directly to Laurie. Revised 11/15/06 1.4. Management (Proprietor, partners, officers, directors, all holders of outstanding stock, 100% of ownership must be shown) Name & Position/Title Complete Address Owned 227 E. First Street Laurie Ma arad, Owner Iowa City, IA 52240 100% Attach a brief description similar to a resume of the education, technical and business background for all the people listed under Management. Attached is the resume for Laurie Magaraci. We have not hired any of the managerial positions, however we have interviewed and identified the candidates. 1.5. Will the project involve a transfer of operations or jobs from any other Iowa City or Johnson County facility or replace operations or jobs currently being provided by another Iowa City or Johnson County company? If yes, please indicate the facility(s) and/or company(s) affected. There will be no transfer of jobs. All positions are newly created. Section 2: Financial Contributions to the Proposed Project Use of Proceeds USE OF Proceeds Activity Loan Requested (Enter gross dollar amount rounded to the nearest hundreds) New Construction/Expansion Repair $ 1,000 Acquisition and/or Repair of Machinery and Equipment $ 8,868 Inventory Purchase $ 1,000 Working Capital (including accounts payable) $39,132 Acquisition of Existing Business N/A All Other (provide description) N/A Total Loan Requested (All Sources): $ 50,000 Revised 11/15/06 Monthly Proposed Financing Amount Payment Type(') Rate Term Financial Institution: $ Financial Institution : $ Other : $ Iowa City CDBG Economic Dev. Fund $ 50,000 $679 Loan 2% 7yr TOTAL: $ 50,000R,3 3 (')For example: forgivable loan, direct loan, or grant. 2.2. Explain why assistance is needed from the City, and why it cannot be obtained elsewhere. If the applicant did not apply for a loan through a private financial institution, please explain why. If denied assistance through a financial institution, please attach the letter of denial. Our volume has increased but we are not yet self sustaining and any profit is put back into the business to cover current payroll and outstanding payables. Private lenders base part of their decisions on current outstanding payables. We are not in a position to go to a private lender. The restaurant business is a low profit margin industry within the first five years of operation. Guido's Deli is entering its third year of operation and although we are experiencing some success, we are still operating at a loss. The objective is to create additional revenue thereby creating new jobs. 2.3. Indicate the owner's contribution (cash, assets for the operation of the business, etc.) to this project. The owner contributed $ 147,000 to the start-up of Guido's Deli located at 227 E. 1 st St., and $15,000 towards the expansion at Kirkwood. 2.4. Identify all agencies or institutions involved in the project (financial, technical assistance, etc.) and what their involvement is: Financial: Two loans outstanding with the University of Iowa Community Credit Union, and one with US Bank all towards the start-up of Guido's Deli located at 227 E. 1st St. 2.5. What type of security will the assisted business provide the City? If no security or less than the dollar amount requested is offered, an explanation must be provided. ❑ Corporate Guaranty ❑ UCC Financing Statement ❑ Irrevocable Letter of Credit ❑ Personal Guarantee ❑ Surety Bonds ❑ Mortgage on Real Estate ❑ Escrow Account X Other: Equipment purchased for the expansion site. Before execution of a CDBG agreement, if the collateral consists of machinery and equipment, inventory, or other, the applicant must provide an itemized list that contains serial and identification numbers for all articles that had an original value of greater than $5,000. Include a legal description of real estate offered as collateral. (see attachment) Revised 11/15/06 4 inventory, or other, the applicant must provide an itemized list that contains serial and identification numbers for all articles that had an original value of greater than $5,000. Include a legal description of real estate offered as collateral. (see attachment) 2.7 If the City did not provide financial assistance, could the project proceed? If assistance were not granted Guido's Deli would seek funding via commercial lenders. However, because we continue to operate at a loss, and have two outstanding loans with commercial lenders, it may be difficult to obtain a loan at this time. Section 3: Jobs to Be Created/Retained Special Note: The Community Development Block Grant (CDBG) program requires that at least 51 % of the jobs created or retained must be held by or made available to low - moderate income persons. The business acknowledges that if it fails to create and/or retain the jobs identified below by the end of the project period and maintain them for a period of time (usually 12 months from the date of the award); it may be required to reimburse City funds for the employment shortfall. 3.1 If an existing business, how many employees are currently employed at your Iowa City location? Please attach a copy of the company's quarterly Iowa "Employer's Contribution and Payroll Report" for the most recent quarter. We currently employ 12 employees. (see attachments) 3.2 Complete the following chart identifying the number of jobs to be created and/or retained based on this specific project. Type of Job and Hourly Rate for Created and/or Retained Positions in First 12 Months of Project Award (please see attached Job Category Definitions) # of Jobs Created # of Jobs Retained Type of Job No. Hours Per Week Hourly Rate of Pay Fringe Benefits* 1 Officials & Managers 40 17.00 Professional Technicians Sales Office & Clerical 1 Maintenance/Janitorial 40 10.00 Operatives (semi -skilled) Laborers (unskilled) Service Workers *If fringe benefits are provided, please attach a description of all employee benefits provided by and paid for (in full or in part) by the business. We are unable to offer benefits at this time. The managers will be hired at a salary of $32,000 annually. 3.3 What is the estimated annual payroll for the new employees resulting from this project? The estimated annual payroll for the managers will be $32,000 and $10/hr for the maintenance person. Revised 11/15/06 No Section 4: Economic & Environmental Impact 4.1. What other Johnson County companies could be considered to be your competitors? Paneras, New York Deli, Jimmy John's, Subway 4.2. Please describe the energy and resource efficiency programs, waste reduction, waste exchange, and recycling programs at your Iowa City operation. We recycle all of our cans, bottles, newspapers and cardboard. Section 5: Community Involvement, Compliance with Law 5.1 In addition to your normal business activities, does your business contribute or have plans to contribute to the community through volunteer work, financial contributions, or through other means? Please describe. Guido's Deli contributes to charitable organizations and has contributed to school PTO fundraisers, Salvation Army, Table to Table, PATV, Domestic Violence Intervention Program, Riverside Theater, and AMVETS Department of Iowa. Our contribution has been in the form of gift certificates and food donations. 5.2 Has the business been cited or found to violate any federal or state statute or regulation within the last five years (including, but not limited to environmental regulations, payroll taxes, Occupational Safety and Health Administration laws, Fair Labor Standards, the National Labor Relations Act, the Americans with Disabilities Act)? If yes, please explain the circumstances of the violation(s). No 5.3 Has the company or any officer of your company been involved in bankruptcy or insolvency proceedings during the past 7 years from the date of this application? If so, provide the details. Ins 5.4 Are you or your business involved in any pending lawsuits? If yes, provide the case name of the lawsuit, docket number, and city and state where it is pending. IN Revised 11/16/06 Section 6: Summary of Required Attachments Check off each attachment submitted. If not submitted, explain why. [ ] Business plan (if start-up business) [ x] Balance Sheet (3 year historical if an existing business. Start-ups must provide a pro - forma balance sheet) [ x] Profit and loss statements (3 year historical if an existing business, 3 year projection for start-ups) [ x] 12 month cash flow statement (if the business does not expect to turn profitable within the first 12 months, provide a cash flow statement extended to the year the business expects to turn profitable) [ ] Description of fringe benefits provided to employees, if applicable [ x] Brief description of the education, technical and business background for all the persons listed under Management (Question #1.4) [ x] Please provide the social security numbers for all the persons listed under Management (Question #1.4) [x] If an existing company, copy of the company's quarterly Iowa "Employer's Contribution and Payroll Report" for the most recent quarter. [ ] Construction loans only: Cost estimates for construction and a statement of the source of any additional funds [x] Include a list of any machinery or equipment or other non -real estate assets to be purchased with the financial assistance and the cost of each item as quoted by the seller. Include the seller's name and address. Revised 11/15/06 Upon review of a submitted application, the City reserves the right to request additional information in order to assist the City with its evaluation of an application. Release of Information and Certification NOTE: Please read carefully before signing I hereby give permission to the City of Iowa City (the City) to research the company's history, make credit checks, contact the company's financial institution, and perform other related activities necessary for reasonable evaluation of this proposal. I understand that all information submitted to the City relating to this application is subject to the Open Records Law (1994 Iowa Code, Chapter 22) and that confidentiality may not be guaranteed. I hereby certify that all repre- sentations, warranties or statements made or furnished to the City in connection with this application are true and correct in all material respects. I understand that it is a criminal violation under Iowa law to engage in deception and knowingly make, or cause to be made, directly or indirectly, a false statement in writing for the purpose of procuring economic development assistance from a state agency or political subdivision. If applicant is a proprietor or general partner, sign below. By: Date: If applicant is a Corporation, sign below: 1 �I C�no. Corporate Name a d Seal I Dat By: Signature of sident VP Attested by: Signature of Corporate Secretary Revised 11/15/06 Laurie Magaraci 227 E. First Street Iowa City, IA 52240 (319)338-5356 laurie@,guidosdeli.com EDUCATION The University of Iowa, Iowa City, IA 1984 Completed 2 years towards BA in Business EXPERIENCE District Manager 1984-1986 New York Times (West Coast Edition), Los Angeles, CA • Responsible for 50 route carriers, 4 supervisors, and 3 separate depots Lunch Manager/Server 1987 Depot Restaurant — Warrenton Virginia • As manager, I was responsible for the business performance of the restaurant. I combined strategic planning, organizing shift patterns and day-to-day management activities. The position was fast -paced and highly demanding. • As server, I was responsible for providing friendly, responsive service, informed guests of specials and menu changes, made recommendations, took food and beverage orders, performed side work at the start and end of each shift. Server/Team Leader Taylor's Prime Steaks- Los Angeles CA 1988-1993 • As team leader, my role was to assist the restaurant manager in the operation of the restaurant areas, achieving a consistently high professional standard. Office Manager KMD Architectural Firm — Los Angeles CA 1994-1998 Duties included bookkeeping, marketing and handling general office needs. Phones, data entry, filing, supervision of office personnel Maintain current office systems and create new ones as appropriate, special projects as assigned Newspaper Carrier 1999-2001 Press Citizen, Iowa City, IA • Delivered newspapers to subscribers along a prescribed 100 mile route. Clerk III 2001-2004 University of Iowa Hospitals Clinics, Iowa City, IA • Coordinated all aspects in patient appointments, responded promptly and appropriately to requests for information or services, organized charts for next days appointments, and performed typing tasks using the computer to prepare documents. Owner/President Guido's Deli & Market 2005-present Guido's Deli & Market is the result of all of my experience throughout my lifetime. I always dreamed of owning my own business and circumstances provided me with the opportunity. Guido's Deli Balance Sheet Dec 31, 05 Dec 31, 06 Oct 31, 07 ASSETS Current Assets Cash Drawer 55.00 55.00 55.00 Cash In Bank 2,699.20 6,066.30 510.69 Inventory - Food & Beverages 15,932.38 14,601.70 14,601.70 Total Current Assets 18,686.58 20,723.00 15,167.39 Fixed Assets Building Improvements 54,147.97 54,147.97 54,147.97 Equipment 57,393.99 58,087.44 58,087.44 Office Equipment 878.70 878.70 878.70 Accumulated Depreciation -6,849.00 -19,503.00 -30,048.00 Total Fixed Assets 105,571.66 93,611.11 83,066.11 Other Assets Start Up Expenses 15,998.80 15,998.80 15,998.80 Accumumulated Amortization -839.00 -4,039.00 -6,705.70 Total Other Assets 15,159.80 11, 959.80 9,293.10 TOTAL ASSETS 139,418.04 126,293.91 107,526.60 LIABILITIES & EQUITY Liabilities Accounts Payable 45,673.31 29,387.07 38,969.34 Leases Payable 20,128.19 45,677.06 0.00 Bank Notes 25,466.84 25,466.84 49,824.40 Total Liabilities 91,268.34 100,530.97 88,793.74 Equity Additional Paid In Capital 80,952.82 106,852.20 147,828.83 Capital Stock Issued 200.00 200.00 200.00 Retained Earnings 0.00 -33,003.12 -81,289.26 Net Income -33,003.12 -48,286.14 -48,006.71 Total Equity 48,149.70 25,762.94 18,732.86 TOTAL LIABILITIES & EQUITY 139,418.04 126,293.91 107 ,526.60 Page 1 of 1 Cash Basis Guido's Deli Profit & Loss October 1, 2005 - October 31, 2007 Oct - Dec 05 Jan - Dec 06 Jan - Oct 07 TOTAL Income Daily Sales 41,694.69 169,437.64 157,385.89 368,518.22 Daily Sales - Non Taxable 0.00 7,266.82 3,567.50 10,834.32 Catering 1,175.00 3,595.20 10,992.00 15,762.20 Interest Income 79.55 69.64 30.65 179.84 Total Income 42,949.24 180,369.30 171,976.04 395,294.58 Cost of Goods Sold Purchases 16,664.76 77,512,68 75,405.35 169,582.79 Total COGS 16,664.76 77,512.68 75,405.35 169,582.79 Gross Profit 26,284.48 102,856.62 96,570.69 225,711.79 Expense Personnel Expense 19,128.75 71,406.41 68,481.42 159,016.58 Advertising and Marketing 1,268.08 659.11 2,554.68 4,481.87 Amortization Expense 839.00 3,200.00 2,666.70 6,705.70 Bank Service Charges 117.94 1,010.76 1,176.30 2,305.00 Credit Card Fees 0.00 963.15 2,265.60 3,228.75 Cash Reconciliation 0.00 0.00 2.11 2.11 Communications 961.82 2,312.40 2,882.71 6,156.93 Depreciation Expense 6,849.00 12,654.00 10,545.00 30,048.00 Dues and Memberships 0.00 195.00 510.35 705.35 Equipment Lease Expenses 2,693.34 0.00 0.00 2,693.34 Equipment Rental 0.00 268.12 71.21 339.33 Insurance 872.50 1,362.99 3,430.06 5,665.55 Interest Expense 2,520.48 7,343.48 3,586.66 13,450.62 Laundry 0.00 259.01 555.21 814.22 Licenses, Fees & Permits 179.50 429.38 379.62 988.50 Miscellaneous 0.00 607.93 1,684.46 2,292.39 Postage and Delivery 126.12 153.15 9.78 289.05 Printing and Reproduction 117.01 258.82 128.01 503.84 Professional Fees 894.38 1,000.00 2,450.00 4,344.38 Rent 12,030.00 28,800.00 29,150.00 69,980.00 Repairs & Maintenance 1,048.35 1,960.36 1,264.19 4,272.90 Research & Development 296.63 0.00 18.75 315.38 Returned Checks 0.00 89.07 90.00 179.07 Subscriptions 160.33 278.85 35.75 474.93 Supplies 3,523.08 4,420.86 2,788.19 10,732.13 Travel & Ent 2,485.75 0.00 31.00 2,516.75 Utilities 3,175.54 11,509.91 7,819.64 22,505.09 Total Expense 59,287.60 151,142.76 144,577.40 355,007.77 Net Income -33,003.12 -48,286.14 -48,006.71 -129,295.97 0 7 ' 21710 7 16: 23 13 11 33641 7'3'O PAGE 02 DEC 7.2007 ESTIMATE Cnuldo's Italian Deli Fax(319) 3389-1859 From: To, Dear Denorest Star Food Service EqN, pment Gu!dQ',s Italian Dell 5137 18th Ave SW 227 First Street Cedar Rapids, IA 52404 Iowa City, IA 52,240 (319) 364-.3423 x300 Fax: (311 9) 364-1768 (31 it) 338-6356 Fax: (319) 430-5299 Page 1 of 2 D 12057 Itern Oty Oescriptiorl Sell E-ach Sell Total 1 ey. DISHWASHER, UNDER.COUNTER 3,663,00 3,66100 Divmv;isher, Undetcounter, high temp, with buift-in booster, approx 24 racks per hr., in$Ulated top & side panels, doible wall, tlectric, tank heat, built-in rinse additive pump, auto -drain 22Ln &detergent pump, inel (1) 20"x20" open rack & I 1pwww (1) 20"x20" peg rack, =sconstructior. k14 =111- 1 208/220v/50itph - 22 amps 1 1-year limited warranty 1 ea Pressure Regulator Kit 1 ea '" ALYERNIATE DISHWASHER. UNDERCOUNTER Dishwasher, Undercounter, high temp, with built-in booster, approx. 24 racks per hr i,)sulaled top & side pat -leis, rouble well electric tank heat, built-in rinse additive pump, detergent pump & 222V m-6. (1' 2D"x20'* open rack& (11 20Yx20" peg rack, tc/s construction I 2.08/220v/5011 ph - 22 amps 1 1 -year I ted warranty 1 ea Pressure Regulator Kit Star Food Service Equipment 3466.00 alternate alternate alternate alternate '. 2/07/ 2-T!"O 7, 16 : 29 1 .3 313 3641788 PAGE 03 DEC 7,20D7 Guido Italian Deli Page 2 of 2 012057 Item City Description Sell Each Self 11*01al 3 1 ea REFR6 — REACH -IN 2.225.00 2225.00 RefrVeirator,reach-in, two -section, 49 cuilt. self-contained, 430 sts front door & 304 s/s interior, self closirg hinged solid doors w1recessed handier, (6) shelves, exterior LED digital thermometer, door locks, 4" swivel wasters. bottom Mount comoressor, Energy Star ^ated. 1/3 HP 1 1-year parts and labor, 5-year compressor warranty I 11 5v/8011, 7 0 amps, (3 wire with ground) 4 1 ea SLICER, r000 1,990A0 1.990.00 Slicer, 12'-Manual Gear Urive, SiS food contact zone provided easy to c'ean surfaces that won't chip or pool, orgcnomic, top mount knife sharpener, slice thickntss adjustment tram tissuee thin to 1 %thick- 17-3,14" x 22-112.11 *ootprir* 11 6V/6011 p! 70tid 7,876,00 Freight 18500 Delivery 26000 Sub—; Otal 8,31300 Saes Tax (Q. 5,01001%) 48768 Grand Totel 880065 Plumbing and Electrical by licensed others. installation includes doliv" and set in place of ali equipment. This is an estimate only - depending on final choices, specs, accessories, special colors, trims, haul away, etc, Star Food Service Equipment JetTech Model: F-18DP Item# 9 models F- 1 8 UOM-jew 1= Ur,dercour-it=ar Dial—iwasher Fully automatic program with wash phase at 150*F (65'C.) and fmal rinse phase at 185'F. (85*C.) Capacity: 24 racks per hour Sanitary labyrinth door eNminates need for gasket Built-in rinse -additive pump for sparkling results Built-in automatic detergent pump for consistent results `Built-in automatic drain pump for ease of instaNation `(For Model F-18DP only) Guito's Italian Deli Star Food Service Equipment Page: 9-1 JetTech Model: F-18DP Item# 9 CONSTRUCTION FEATURES • Body, external housing, wash tank, and all chassis components in brushed stainess steel AIS130418/10 • Noise 58 dBa due to utilization of double -wall insulated panels • Upper and lower wash and rinse jets on revolving arms constructed of Fiberglass; easy to remove and dean without the need for tools • Integrated AISI 18/10 stainless steel booster with insulated lining • Safety micro -switch on the door to interrupt wash pump action • Independently -operated heating elements alternating between booster and wash tank • Alternating heating elements reducing maximum absorption thereby reducing energy costs • Built for free standing installation with side and top panels of double -walled wnstruc6on for low heat and noise emissions • Standard equipment includes both tides and top panels that are easily removed • Automatic fill and water level regulation of the wash tank • Wash pump protected with filter plus additional shield for tank element • Entire wash tank area protected with perforated stainless steel scrap filters to facilitate maintenance • Door -opening with overall clearance of 15" (38 cm) • Upper removable integrated front control panel with easy access for technical maintenance • Individual analog thermometer gauges displaying wash and rinse temperatures • Thermostatic control of wash and rinse temperatures ensure optimum results • Unit supplied with two standard dish racks: One open combination rack and one peg dish rack 19.75" x 19.75" (500 mm x 500 mm) G�,SSIFj�O C(q)US U� CLASSIFIED TO NSF-3 MD. JET TECH SYSTEMS CORP. TEL: (514) 737-9701 FAX: (514) 342-3854 TOLL FREE: (888) ASK 4 JET jet-tech.com sales@jet-tech.com TECHNICAL FEATURES • Rack capadty:19.75" x 19.75" (500 mm x 500 mm) • Complete cycle: 160 seconds (145 sec. wash and 15 sec. rinse) • Wash tank capacity: 7.25 U.S. gallons (26 liters) • Wash tank element: 2800 Watts • Wash temperature: 1501f. (651C.) • Booster capacity. 2.20 U.S. gallons (8 liters) • Booster element: 4000 Watts • Booster (water) temperature: 185T..-194'f. (851C. - 90'C.) • Power supply: single-phase 208-220 V. 60 Hz. 22 A. • Motor -pump: 0.75 H.P. with thermal overload protection • Maxi num power rating: 4550 Watts • Water consumption per cycle: 0.79 U.S. gallon (3 liters) • Working pressure: 25 p.s.i. (dynamic) • Water Met compection: 3/4" flexible garden -hose type • Drain connection: F-18 =1.5" (38mm.) F-18DP =1.0" (25.4 mm.) • Wekjht: 165 lbs. (75 kg.) FRONT �-- 23 3/4" -� Ilm "O OO II 33 112" SIDE r-- 23 3/4" --� III f.1;1 r-- 23 3/4" --* A=14" B=11 1/2" C=9" 33 1/2" D = 2" Electrical Water Inlet Drain ®sip F-- 1 8 In line with our continuing polity on research and product development, we reserve the right to after specifications without notice. Guito's Italian Deli Star Food Service Equipment Page: 9-2 .'7 4m �L � u� NSF f il 4: # ECIFICATIONS dIODEL GS-12A GS-12M Foot Print Overall Length Overall Width Overall Height W/Feet Knife Motor { i Chute Motor )peed Diameter of knif Slices Thickness Vet Weight Shipping weight Box dimensions(LxDxH) hanged without prior notice for product improvement. ,nd specifcauons can be c 23.4" _ i y X, ) 01 17.8" 211, GS-12AVIEW (Automatic) 23.4" y cri -; r 17.8' GS-12M VIEW (Manual) TurboAir Model: MSR-49NM Item# 5 REFRIGERATOR_ MS -)3 M, MSS,-49 M / MSF-13 M, M F-4 zFR High-tech Monitor The unit will beep to warn you if the door has been open for more than 5 minutes. The monitor digitally displays the present temperature. You can easily adjust the temperature by pressing the up or down button. Bottom Mounted Compressor All Units feature a bottom -mounted compressor for energy savings, high efficiency and easy service, The bottom - mounted compressor also allows the food to be placed in an ergonomically correct location, Self -Diagnostic System Shows the status of the unit immediately. • Efficient Refrigeration System Turbo Air's solid refrigerators and freezers are designed with over -sized evaporators and condensers for faster cooling and greater efficiency. • Digitally controlled Temperature System Enables you to see temperature without opening the door. Freshness of products lasts longer by keeping the correct temperature. Self -Contained System No Plumbing required. Simple installation. Bun Tray Racks Available All models are available for full door tray racks • Self -Closing Doors are equipped with self -closing • Reversible door {'!door unit only) Other Features Solid and sturdy grille design. Minimum wattage heater in the cabinet frame to conserve energy and keep your cabinet water free. Incandescent interior lighting. Foamed with polyurethane, high -density cell insulation. (CFC free) Positive seat with self closing doors. Automatic evaporator fan motor delay when the door is open. Rounded corner contoured line. Door locks. - 4" swivel caster's. C* wM IS090o l Guito's Italian Deli Star Food Service Equipment Page: 5-1 TurboAir Model: MSR-49NM Item# 5 ONE AND Two DOOR MODELS CABINET INTERIOR/EXTERIOR SPECIFICATIONS DATA 1117� hISR-23G-1 MSR49G22 Voltage 115160-1 115A30-1 115160-1 115/60-1 115/60-1 115)60-1 Feed Wires (With ground) 3 3 1/3 HP 1/3 HP 1/3 FVP U2 H/P 1/3 HP FJ�HIT_ 11.A SHIPPING DATA WIMI. MSR-23G5 MSR49G-21 Length -Crated (in) 28.3 55.5 28.3 55.5 28.3 55.5 Depth -Crated (in) 32,3 32.3 32.3 323 82.2 822 -Volume-Crated (cu,ft) 43.4 85.2 43.4 85.2 43.4 85.2 Net Weight(lbs) 264 '­­ 385 273 405 295 -416 [■DIMENSIONAL DATA �&11; &M MSR-23G-1 MSR-49G2 # OF DOORS 1 2 1 2 1 -2 -Rack capacity 1 2 1 2 1 2 -Length overall (in) 26.8 53.9 26.8 53.9 26.8 53.9 Depth overall (in) 30.8 30,8 30.8 30.8 32.2 322 82.6 82.6 82.6 Interior dimension(UM) 22,9 x 24.0 x 59.3 50 x 24.0 x 59.3 22.9 x 24.0 x 59.3 50 x 24.0 x 59 3 22.9 x 24.0 x 59.3 50 x 24.0 x 59.3 Sheff size 22 x:23.1 24.3 x 23.1 22 x 23.1 24.3 x 23.1 22 x 23.1 24.3 x 23A shelves 3 6 3 6 3 6 *Design and specifications can be changed without prior notice for oroduct w7provomptif ter3'a 322 280 w a A b 24.0 240 729 MSR-23NM i MSF-23NM / MSR-23G. I 4SR-49W) MSF-49NM,MSR.49r..2 SOW DOW Side View Glass Door Reach -in Refrigerator Skye View RS9;GFRArOR V4V,9rACR1RF,q ff 1250 Victoria St. CARSON, CA 90746-1666 �4i i "i r Toll Free (800)627-0032 www.turboai6nc.com Guito's Italian Deli Star Food Service Equipment Page: 5-3 m r "o M W z -4 m -- d G G H C C ;: .Oi N y N inN 0n d c y -p ;a 'a r r r r m m 0 0 D v vo v a IQ 001 G N 3 N y = 'O 'O C CD 3 0, w A y C C C C 3 C. < @ , O CI W �G (D O 7 Q' N S 'O ' "'. y 7 N M O. CI V 'O s r: � O S a S -' (/l A N (^ T CO (D N (N D m .z 3 3 c n g 7 Dl C 7 W v n 3 Q N 3 a) T O. N M .03. �• o. too m N 3 N N y n m O c m `� D 3 v „ d x m (D D 3 N H d A 7„ A N N 7 a j (OD O. m C y N A S T Cf y 3 O m 7 RD 61 S N y 3 H O. , O n A 01 N '9 A N d (D 3 x CD O p O N N n O CD l @ O O COIN 7 N _ Z N (D O Co V OD V O (D O A N A N_ N N N W N co m (D p CD OD m C)(P N C)OD O V N N O O W 00 A (D m J A O O O m O m W O O O O O O O O (P O m O U1 m O (D N V V O v N V 00 n O 47 (D W A O N O A O UP A fJ O N N O m W O O O O O (D (D V O Cl N O w O O V N Cl N A O W m m 00 O V m O O O m A m m O O O O C. O O O (P O m O m m O N O O O O L N N m O m U1 W m CP N Ut 00 (D OD 7 A_ O cnV O (D O A O A N_ <J1 N N O A to Q> V7 O O O O O OD N O coO V N O N m O (j CP -' O OD m 0 0 O N m Na N O O O O O O O On Cl m O Ln Ut O O O O O N N U1 J O - O N A N O O O O A O A N N CD V w m -� (P O A O V V A O W N CD CDJ N N m O m N J V O w CD O O m m m m O A O O O O O O CP ID O (T (D CD00 O CD CD CD WE O O co co O N — O A O A N_ N j m m j w O W O m A O O N N O m O J N N O m V m N 00 V O O O m O co U7 O m O O Cl O O O (P O m O N O O A W OD U7 N N N D m N V (P J m cn A m O O O N O A O A N_ N w m A A A CD O w CD(O W (D A O V N O 0o O V N N w IDN 00 A A CD m CDO In00 V co N CDN CD Cl CD O O CP O m O cn CD co O CD O O N 3 A N (P W (J7 m N su W O O N ClO CD CDA j N N m V1 N W N -' CD O V W J C'N N C, m InV N N m O CD J (D m N Oo co O O O co m m Ln O O O O Cl Cl C. CD m CDm O (P O W C. W m CP C _ C co 0 � j (wD O Qp O A O A A_ N N --� J V (D co O O A N O m O J N N N O A CP m m O 00 O O O O m W m A O w O Cl O C. O O m O m O Ul O O O O O O O _ _ L A_ O M m CP W O V O A O A j N N W N (D co .0O O W V W m CD CD N CD 00 -0V N N O O CDN CD CD C,00 m O O CD V (D J W O CP O CD CD O cn O m O al V O O Ln O O O A_ N N Cl (0 O O O CD m O A -� A W O CP N O m O V N N A Cl CD co m O 00 W O O C. m N m CD A CD O O O O fP O m O U1 m O O C. O O O N N A A W Ln Ln m j -� W C. cn (P IM V O j O A O A A N j N OO (P W W O O m O Cl O 00 00 m N O m O O O O O O (P O m O V7 V O O O O O O DD 0 N N N V W m A m O W U7 m m CJl N O C)-+ O A C) w O A O N A A N W N N A CP (P O O O O O O OOO OOOOO OD Cn mm m (P O O OCP O O m (P O �I r _4 CITY OF IOWA CITY ��= g qcp -T, i �R%-, MEMORANDUM To: Economic Development Committee From: Wendy Ford Date: January 3, 2008 Re: Downtown Market Niche Analysis Progress/Next Steps Summary of discussion from Economic Development Meeting, Dec. 18, 2007 • The study and official presentations of the findings are complete. • It is time to decide how to implement recommendations. • "Buy in" from the private sector is critical. • The perception of government taking the lead is sometimes negatively perceived. • Ec. Dev. Committee conferred that the study committee of City, Chamber & DTA remain unified to further the work of the study recommendations. • Ec. Dev. Committee agreed that study committee members and city staff should be out talking about the results of the study with key stakeholders to get a "pulse" on their views of it and to begin corralling those with similar views. • The Economic Development Committee was asked to provide names of key people to staff. • Staff would construct series of next steps and convene necessary meetings. Since the December 18 Economic Development Committee meeting, Ford has had further discussions with Chamber and DTA committee members. There was a strong sentiment that the study committee should be conducting one-on-one conversations with opinion leaders from outside downtown as well as from within downtown. This would enable even more leadership -level thinkers from the community an opportunity to share their insights about how the management of downtown business development could be most effectively implemented. The committee would be able to use insight and energy from all leaders to build the case for investing in activities to enhance downtown. Sequence and talking points with opinion leaders • Seek out and speak with opinion leaders from outside the downtown, because they use downtown as a recruiting tool for attracting new talent and jobs to Iowa City. • Seek out and speak with opinion leaders from within the downtown, because they serve their market from downtown. • Have talking points in mind, and leave door open for all ideas. Talking points: • The goal of the study was to discover how economic health of downtown could be improved by working to build an optimal mix of retail, commercial office, residential and entertainment. • A three -pronged plan of a) business attraction, b) property development and c) business retention and expansion would build this mix. The study provides empirical data to show exactly how much growth the downtown could SAPCD\ECODEV\Projects, Issues & Inquiries\Downtown Market Niche Analysis\DTMNA next steps 1-08.doc experience over the coming ten years, and the best results can be delivered with a concerted effort of downtown business development. Since none of the partners in the 3 sponsoring organizations have the capacity, nor the direct mission to take on management of downtown business development as their own, a partnership of downtown investors, both public and private, is necessary to hire a downtown business development manager. • Key parts of the work plan of a manager of downtown business development activities would be: o Build relationships with potential new downtown retailers and use market study to illustrate demand for retail (and market niches within retail) over the coming decade and begin work of attracting new businesses to downtown. o Build relationships with potential new office space tenants and use market study to show attractiveness of downtown (and plans for its improvement) as a lure for employees to work in those spaces. o Use market study to illustrate demand for live/work housing and build relationships with developers who could fulfill that market niche. o Improve clustering by knowing the real estate market (for sale and for lease) to build customer desire to shop downtown, and marketing empty or scheduled -to -be empty space to appropriate retailers. • Ask for feedback about the proposed downtown manager position, • Ask for ideas about an advisory board to direct activities of the position, and the structure it should take. • Ask for thoughts about who should be on the board. • Ask for willingness to be involved in advisory or financial capacity in future. Possible Timeline By this date Accomplish these activities January 31, 2008 1. Committee members meet one-on-one with opinion leaders from outside downtown area to get "pulse" and discover potential investors in partnership. 2. Committee members convene to a. share insight gained b. refine talking points, if needed c. assign and split list of opinion leaders from within downtown area to talk to. February 29, 2008 1. Committee members meet one-on-one with opinion leaders from within the downtown area to get "pulse" and discover potential investors in partnership. 2. Set public meeting and invite those who have expressed interest in either guiding activities to enhance downtown or who have indicated they would be interested in funding 3. Set up account through Johnson County Foundation. March 30, 2008 1. Downtown business partnership organized. 2. O er ing guideline developed. SAPCD\ECODEV\Projects, Issues & Inquiries\Downtown Market Niche Analysis\DTMNA next steps 1-08.doc 3. Strategic priorities identified. 4. Secure financial investments. 5. Elect leadership. 6. Secure rent-free office space. 7. Advertise for downtown manager position April 30, 2008 1. Staff hired. 2. Work plan developed. 3. Committees formed. S:\PCD\ECODEV\Projects, Issues & Inquiries\Downtown Market Niche Analysis\DTMNA next steps 1-08.doc STATUS REPORT ON city of Io2va City Economic Development Objectives and Strategies CALENDAR YEARS 2007-2008 I r 1 �T CITY OF IOWA CITY -:.;.-4 CITY OF IOWA CITY ,'0% 1050 MEMORANDUM To: Economic Development Committee, City Council From: Wendy Ford, Economic Development Coordinator Date: December 28, 2007 Re: Annual Report on Economic Development Activities, 2007 Following is a status report on the activities of the Economic Development Division for calendar year 2007. The plan of work is based on the Two -Year Economic Development Strategies and Policies for 2007 and 2008 approved by the Council Economic Development Committee on January 23, 2007. As a reminder, your economic development policies are to: 1. Diversify and increase the property tax base by a) encouraging the retention and expansion of existing industry and b) attracting industries that have growth potential and are compatible with existing businesses and industries. 2. Develop the available labor force consistent with the needs of employment opportunities. 3. Provide and protect areas suitable for future industrial and commercial development. 4. Continue to cooperate with existing local and regional organizations to promote economic development within Iowa City. 5. Improve the environmental and economic health of the community through the efficient use of resources. 6. Consider financial incentives and programs to facilitate achieving the above. The four key objectives for economic development are: 1. Foster the retention and expansion of primary sector existing businesses and attract new businesses to Iowa City. 2. Support the development of Downtown to ensure a healthy mix of retail, services, entertainment, office, residential, lodging, and nightlife. 3. Assist in the development of entrepreneurial businesses in Iowa City. 4. Workforce development. The following pages detail the strategies designed to meet the objectives and note the progress made in each program area at the half -way point in the plan. cc: Jeff Davidson, Director of Planning and Community Development Economic Development Committee 2008 Regenia Bailey, Chair Connie Champion Matthew Hayek Wendy Ford, ED Coordinator Jeff Davidson, PCD Director Foster the retention and expansion of primary sector existing businesses and attract new businesses to Iowa City. How to Measure • 2 expansions; 2 new businesses; 0 business losses (of those City has Success assisted) • Create/update marketing materials Completed • 1 expansion —assisted Alpla with $5 million building expansion to add new product line • Assisted ICAD in the hosting of site visit for wind power manufacture, high tech security services firm, and blood plasma research and development firm • Final production stages of a joint project with ICAD to market the area as a place to do business STRATEGIES A. Have ability to respond as needed to infrastructure needs. • Plan and budget for economic development infrastructure in Capital Improvement Plan; including roads, utilities, telecommunications, water and sewer. • Apply for RISE (Revitalize Iowa's Sound Economy) and other financial opportunities for assistance. Completed • Worked with Urban Planning Division on concept plan for possible annexation in southeast Iowa City On -going 0 Work with PCD Director to maintain high priority for economic development -focused capital improvement projects Planned • Assist in the application for RISE funds for 420th St. improvements Primary sector includes business and industry who can CHOOSE to locate here and whose market is not dependent on Iowa City. 1 B. Market new and existing land for development and redevelopment. • Fully utilize LOIS (Location One Info System) system to post information on the community, buildings and sites in the market Completed • Updated LOIS information • Assisted ICAD in getting concept plan for new industrial area to prospective businesses • Concept plan for annexation of industrial land in southeast Iowa City On -going 0 Work with listing agent for Aviation Commerce Park land sale/ lease Planned 0 Distribute new marketing materials to larger employers in Iowa City • Begin 2008 update of LOIS information • Complete southeast Iowa City annexations C. Design comprehensive marketing and presentation package in concert with ICAD (Iowa City Area Development Group). Completed Assisted ICAD with their response package update • Worked together on new marketing brochure to be completed 1/08 • Financial Assistance Package information in production, scheduled for completion 2/08 On -going "How to do Business in Iowa City" pamphlet in production, scheduled for completion 1/08 Planned Create combination zoning map with land available for development D. Develop system of regular communications about business in Iowa City. • Maintain positive relationships with existing businesses with public recognition of accomplishments including long term businesses in Iowa City, good corporate citizens in Iowa City, and stability of permanent full time employees of the labor force • Act upon ICAD's annual retention surveys and gather information to evaluate satisfaction with governmental and area support services. • Respond to selected set of targeted business leads • Communicate through local media the positive economic climate in Iowa City • Communicate through City's economic development web pages Completed • Helpedtobuild relationships with landowners forfuture development of commercial/industrial and office growth • Attended a meeting of ICAD-surveyed businesses to listen to concerns • Served as Iowa City government liaison to Business Friendly Communities Task Force of the Chamber of Commerce to improve perceptions of doing business in Iowa City. • Roberts Dairy land swap agreement drafted • Updated slide show "Use of TIF in Iowa City" • Completed Downtown Market Niche Analysis • Updated Community Profile • Updated CDBG guidelines and application forms E On -going • Maintain positive relationships with business community Planned • Improve regularity of communications. • Letter to business community with new brochure. • Update of City's Economic Development Website. E. Review, refine and improve programs for providing incentives to increase tax base through construction of new facilities or improvements to existing facilities. Completed CDBG application guidelines updated; process underway with other City financial assistance programs On -going Improvement of application and processing of tax incentive applications Planned Research feasibility of facade improvement programs F. Propose redevelopment plans and/or invest in public spaces in areas of the community, such as South Riverside Drive, Towncrest, South Gilbert Street, North Dodge Street, Muscatine Avenue/First Avenue, Mormon Trek, and Aviation Commerce Park commercial areas. On -going • Towncrest area urban renewal plan underway. • On -going work with realtor on Aviation Commerce Park • Assist public/private partnershipwith Lakeside Apartments renovation Planned • Complete Towncrest urban renewal plan G. Develop local, regional and state business network by active involvement and presence with • Chamber, Chamber government affairs committee, ICAD (Iowa City Area Development Group), CVB (Iowa City/Coralville Convention and Visitors Bureau), IDED (Iowa Department of Economic Development), PDI (Professional Developers of Iowa) • University of Iowa departments • Mid -American Energy Completed • Assisted with letter to UNESCO in Iowa City's bid to be a UNESCO Literary City • Involved with Chamber, Gov't Affairs, Business Friendly Task Force, ICAD, DTA organizations and committees On -going • Continue work with ICAD in attracting new businesses Planned 0 Do more with University of Iowa Centers for Enterprise and Pomerantz Career Center • Do more with PDI 3 Support the development of Downtown to ensure a healthy mix of retail, services, entertainment, office, residential, lodging, and nightlife. STRATEGIES A. Facilitate market niche analysis for downtown B. Create a facade renovation incentive program C. Explore development of creative business incubator D. Capitalize on the Cultural District designation How to Measure Success • Begin implementation of program of marketing to commercial tenants; retain existing retailers, gain 5 new businesses Completed • Completed work with consultant on Downtown Market Niche Analysis, setting the stage for the program of marketing On -going • Work with business community to build support for recommended downtown business manager Planned • Research facade renovation programs and ways to finance Assist in the development of entrepreneurial businesses in Iowa City. STRATEGIES A. Market financial assistance programs via bankers, the web, and community outreach. B. Explore possibilities of incubator development. C. Develop relationships with Technology Innovation Center (TIC) businesses and opportunities for their expansion in Iowa City. D. Collaborate with the Chamber's Small Business Education and Entrepreneurial Development (SEED) program to provide informational and/or coaching resources for small businesses. E. Use 8250,000/year in CDBG funds to assist new businesses. How to Measure Success • Support 10 new businesses Completed 0 Presented City financial programs to Chamber member seminar • Worked with local banks to promote CDBG ED program • Assisted 6 entrepreneurs with CDBG funds: Discerning Eye, La Reyna, Nile Valley Restaurant, Gluten Evolution, The Wedge Pizzeria, Home Ec. Workshop • Networked with Operator Performance Lab director at the airport to gain knowledge of work and be ready to assist in clustering complementary new business nearby On -going • Continue promoting CDBG economic development funds Planned 0 Improve communications with TIC center businesses Workforce development STRATEGIES A. Be a partner in communicating the workforce business resources of the Cedar Rapids -Iowa City Technology Corridor"' to business and industry. B. Encourage and advocate local industries' use of UI Career Center's Expo for internship and full time job postings to attract young professionals to Iowa City C. Create recognition program/positive public relations opportunity for companies employing permanent full time employees. D. Reserve dollars from City's CDBG (Community Development Block Grant) funds for job training. E. Maintain information about and actively support workforce development strategies of Kirkwood Community College, ICAD, Priority One, and Skills Advantage. How to Measure Success • Ensure workforce/laborshed data is shared with targeted industries • Benchmark Iowa City -based companies' use of Expo at UI Career Center, • Complete annual public relations on permanent employment programs Completed • Partnered with ICAD in communicating the workforce business resources of the Cedar Rapids -Iowa City Technology Corridorlm to business and industry • Maintained information about and actively support workforce development strategiesof Kirkwood Community College, ICAD, Priority One, and Skills Advantage On -going • Maintain information abouta nd actively support workforce development strategies of Kirkwood Community College, ICAD, Priority One, and Skills Advantage Planned • Create recognition program/positive public relations opportunity for companies employing permanent full time employees • Benchmark area use of UI Career Center's Expo online job posting 5 r ®4 CITY OF IOWA CITY Matt MEMORANDUM Date: January 4, 2008 To: City Council From: Wendy Ford Re: Memo of Understanding, Iowa City Area Development Group Following is a memorandum of understanding drafted for and between the City of Iowa City and Iowa City Area Development Group. This agreement is for the current fiscal year and does not require a budget amendment. It's purpose is to document the activities the city expects ICAD Group to do in return for the financial investment the City makes. Last year, it was approved by the Economic Development Committee and signed by the City Manager. City of Iowa City & Iowa City Area Development Group Memorandum of Understanding for Services Provided by ICAD Group to City of Iowa City The City of Iowa City is committed to investing $100,000 during ICAD Group fiscal year 2008 (July 1, 2007 — June 30, 2008). The services to be provided, which would likely run through the end of the 2008 calendar year, for this investment will include, but are not limited to, the following items: 1. Provide aerial photos of industrial, office parks, and other substantial commercial sites in Iowa City. Additional fees may be associated with photos of sites not linked with the core work associated with ICAD Group (i.e., residential, retail, etc.). It is expected that these photos will be completed in spring 2008. 2. ICAD Group will interview their clients residing in Iowa City as part of the existing business services program (Synchronist), and provide a summary report. 3. ICAD Group will continue to visit the corporate headquarters of companies with operations in Iowa City, and will provide a verbal report related to issues pertaining to city services or areas in which the city can provide resources to improve general business conditions or specific company needs. 4. The ICAD Group President will provide a general organizational update to the city council annually. Other presentations, such as company expansion/location opportunities, or on special request by council will also be granted. 5. ICAD Group will engage the City of Iowa City, and other city investors, as it develops and/or redevelops significant marketing materials. 6. ICAD Group will continue to work with city officials and area leaders on the development of the commercial and industrial zones, particularly the Mormon Trek Industrial Park, Aviation Commerce Park and the annexation of industrial land on the southeast section of town. 7. ICAD Group will work with the Economic Development Coordinator's office to gather information for the annual Community Profile. 8. ICAD Group staff and Iowa City Economic Development Division will meet at least monthly to share information and coordinate efforts. 9. ICAD Group will provide assistance with applications to the State of Iowa. 10. ICAD Group will provide a year-end report on the progress made from this MOU, and present this information to the Economic Development Committee and offer a presentation to the full city council. Joe Raso Date City Manager Date