Loading...
HomeMy WebLinkAbout14 CA MAIN ST ASSO. 10-16-00AGENDA REP TO: WILLIAM A. HUSTON, CITY MANAGER FROM: REDEVELOPMENT AGENCY STAFF SUBJECT: PRESENTATION BY TUSTIN OLD TOWN ASSOCIATION (TOTA) REGARDING PROPOSED APPLICATION TO CALIFORNIA MAIN STREET ASSOCIATION SUMMARY The Tustin Old Town Association proposes to submit an application to the California Trade and Commerce Agency to become a California Main Street community and has requested an opPortunity to outline the program to the City Council. RECOMMENDATION' Pleasure of the City Council. FISCAL IMPACT Before an application for California Main Street designation can be submitted to the State, the City of Tustin must sign and declare a financial commitment. BACKGROUND/DISCUSSION The Tustin Old Town Association (TOTA) was incorporated on March 17, 1997 as a voluntary nonprofit Mutual Benefit Corporation. The primary purpose of TOTA is to recognize and fulfill the unique and varied economic interests and needs of the Old Town Tustin business and property owners. On August 4, 1997, the Tustin Community Redevelopment Agency authorized the Executive Director to enter'an agreement to provide financial support to TOTA in the amount of $15,000 for a variety of work tasks. The Redevelopment Agency funding was to provide support for specific tasks and programs in four major Categories including: Business Enhancement; 'Promotion; Development/Design; and Organization. TOTA was also to "commit its own contributions level toward the work tasks approximately matching the Agency's financial assistance level. VVhile a number of work tasks identified by TOTA in 1997 have been accomplished or initiated, there remain major elements of the work yet to be realized. Specifically, in the category of business enhancement there is still a need to upgrade the 1991 Market Analysis for the Old Town district and to create a viable outreach program for retention of existing businesses and attraction of new businesses to the area. In the category of promotions.there is a continuing need to create and maintain an image building William A. Huston Presentation by TOTA Regarding Main Street Program October 16, 2000 Page2 advertising campaign. In the development/design category work has been initiated for developing a comprehensive strategy for a cohesive design image. Finally, in the organization category there is a continuing need for maintenance of organizational systems and expansion of the membership of TOTA. As a tool to assist in accomplishing these remaining tasks, TOT^ proposes to apply for California Main Street certification and affiliation. California Main Street is an organization providing technical assistance and networking opportunities with communities across the country with active downtown revitalization efforts through the National Trust's National Main Street Center. The Main Street program seeks to combine historic preservation and economic development in local revitalization initiatives using a four-point approach that includes promotion, organization, design and economic restructuring. TOTA is seeking from the City Council its concurrence on a shared commitment to the Main Street approach as a viable methodology for revitalization efforts in Old Town. TOTA is also seeking City Council support for the preparation of an application to be cbnsidered for the California Main Street Program. Before an application for the California Main Street designation can be submitted to the State, the City must sign and declare a financial commitment. TOTA's request is for financial assistance in the amount of $8,000 for the FY 2000-2001 period. At the October 16, 2000 Council meeting, TOTA proposes to review the Main Street Program inclUding long-term strategy for financing its activities. Materials submitted by TOTA are attached. Senior Project Manager Attachment ATTACHMENT TO NO. 14 TUSTIN OLD TOWN -AssocIATION ~oaraC of :Directors John Powers, President Guy Stivers, Vice President Greg Kelly, Secretary Audrey Heredia, Past President Margit Aaron Annette Bartolomucci Downtown Partnership With the Tustin Old Town Association Restructuring to Participate in the Main Street Program A Report for the City of Tustin From TOTA September 5, 2000 Detailed TOC SUMMARY History of TOTA National and California Main Street Programs 2000-2001 Application for Certification Key Assumptions Workplan and Budget Appendices TOTA T~s?m OLd) Tow~ Assocnx?ION 635 E. First Street, #312 Tustin, California 92780 714.832.5232 Board of Directors John Powers, President Guy Silvers, Vice President Greg Kelly, Secretary Audrey Hereclia, Past President Margit Aaron Annette Bartolomucci Executive Director Sharon August Jones COMMITTEES Organization John Powers, Chair Greg Kelly Leonard Nettles Paul Berkman Jim Draughon Design Guy Stivers, Chair Audrey Heredia Promotion Merry Powers, Chair Doug Dutton Linda Jennings The Tustin Old Town Association recognizes the unique and varied economic interests and needs of Old Town business and property owners and encourages sustained economic growth through new development and revitali~ation while maintaining the integrity of historic Old Town Tustin. The Tustin Old Town Association (TOTA) is a non-profit organization founded in 1997 by Old Town merchants, property owners and city planners. Originally supported by the City of Tustin and members of the TOTA board of directors, the organization is now totally financially dependent on members and supporters.- TABLE OF CONTENTS SUMMARY .................................................................................................................... 1 BACKGROUND ...................................................................................................... 1 HISTORY AND ANALYSIS OF TOTA .................................................................... 1 NATIONAL MAIN STREET PROGRAM ................................................................. 1 CALIFORNIA MAIN STREET PROGRAM .............................................................. 2 BENEFITS OF PARTIPATION ............................................................................... 2 FUNDING ............................................................................................................... 2 WHAT WE NEED FROM THE COUNCIL ............................................................... 3 MAIN STREET APPLICATION IDENTIFICATION SHEET ...................................... 4 HISTORY AND SELF-ANALYSIS OF TOTA ............................................................. 5 FOUNDING IN 1997 ............................................................................................... 5 LAST YEAR'S (1999-2000) ACCOMPLISHMENTS ............................................... 5 GOALS FOR 2000-2001 ........................................................................................ 6 SWOT ANALYSIS .................................................................................................. 7 IN SUPPORT OF CITY'S ROLE ............................................................................. 8 THE NATIONAL MAIN STREET PROGRAM .......................................................... 11 WHAT IS THE MAIN STREET APPROACH TO DOWNTOWN REVITALIZATION? .......... 11 THE MAIN STREET PHILOSOPHY ..................................................................................... 11 WHY ARE MAIN STREETS IMPORTANT? ......................................................................... 12 WHAT THE MAIN STREET PROGRAM IS DOING IN AMERICA'S COMMUNITIES .... :... 13 THE 1999 NATIONAL REINVESTMENT STATISTICS ....................................................... 14 WHAT HAPPENED TO AMERICA'S MAIN STREETS? ...................................................... 15 THE ROAD TO CERTIFICATION ............................................................................. 17 BECOMING A CALIFORNIA MAIN STREET COMMUNITY ................................. 17 STEPS TO CERTIFICATION ............................................................................... 17 TRAINING INSTITUTE ......................................................................................... 17 ORGANIZATIONAL STRUCTURE ....................................................................... 18 FOUR COMMi~-FEES .......................................................................................... 18 STAFFING ........................................................................................................... 18 BUDGET .............................................................................................................. 19 THE NATIONAL CONNECTION .......................................................................... 19 APPLICATION AND FEE ..................................................................................... 19 ON-SITE ASSESSMENT ..................................................................................... 19 BENEFITS TO CERTIFICATION .......................................................................... 19 RESOURCE CENTER ......................................................................................... 20 2000-2001 APPLICATION FOR CERTIFICATION .................................................23 BENEFITS OF CERTIFICATION .......................................................................... 23 APPLICATION REQUIREMENTS ........................................................................ 23 THE REVIEW PROCESS ..................................................................................... 26 TIMELINES FOR 2000-2001 PROGRAM ............................................................. 27 THE TEN CERTIFICATION CRITERIA ................................................................ 27 KEY BUDGET ASSUMPTIONS ................................................................................ 35 WORKPLAN ............................................................................................................... 36 2000-2001 ............................................................................................................ 36 2001-2002 ............................................................................................................ 37 2002-2003 ............................................................................................................ 38 PROPOSED THREE-YEAR BUDGET ..................................................................... 39 SCHEDULES ....................................................................................................... 40 APPENDICES ............................................................................................................. 42 MAP OF THE TUSTIN OLD TOWN BUSINESS AREA ........................................ 43 EXECUTIVE DIRECTOR JOB DESCRIPTION .................................................... 44 CALIFORNIA MAIN STREET FUNDING SURVEY ....................................... 46 CALIFORNIA MAIN STREET 2000-2001 APPLICATION ............................... 49 ROAD TO REVITALIZATION, OCTOBER 3~- 6m ........................................ 54 NATIONAL MAIN STREET TRENDS ......................................................... 58 SUMMARY BACKGROUND This report is intended as a comprehensive background document for the City of Tustin to answer questions about the National Main Street Program, about the motivations of the Tustin Old Town Association ('I'OTA) in seeking to join that program, about our underlying assumptionS, and about the proposed activities of TOTA during the first three years' participation, with emphasis on year one. We have purposely been very conservative in our planning and intended accomplishments, preferring to set and reach realistic goals. Our aspirations are more aggressive. HISTORY AND ANALYSIS OF TOTA Founded in 1997 through the cooperative efforts of the City and local stakeholders, the Tustin Old Town Association represents business and property owners in the center of the original 1,300 acres founded by Columbus Tustin in 1868. The mission of the Tustin Old Town Association is the sustained economic growth of Old Town business area through new development and revitalization. At the same time, TOT^ wishes to maintain the integrity of historic Old Town. (See the Business District Map in the Appendices.) o During the 1999-2000 fiscal year, TOT^ became totally self-supporting. Through information provided by speakers, attendance at conferences, and our own self-inspection, TOTA has made a decision to pursue the National Main Street program as a means to become more effective in fulfilling its mission to enhance the Old Town Tustin commercial area. NATIONAL MAIN STREET PROGRAM Operated by the National 'Trust, the Main Street Program has successfully guided 1,600 old towns to revitalization applying its four point approach: Design, Promotion, Economic Restructuring and Organization. With a strong historic preservation emphasis, the Main Street program embraces the concept that places like Old Town Tustin are symbols of the economic health, local quality of life, community pride, and respect for history. From an economic perspective, Main Streets are good incubators for small businesses and are a key element in professional recruitment, business occupancy rates in surrounding areas, and the valuation of nearby residential areas. CALIFORNIA MAIN STREET PROGRAM The Main Street program is administered in California by the State Trade and Commerce Agency, which qualifies programs through its certification process. For the Tustin Old Town Association to participate, it must fulfill administrative requirements, including organizing its operations in accordance with the four-point program. It must have two members graduate from the CA Main Street Training1. The association is obliged to hire a full time executive director2. The program mandates that the city and the local association (TOTA) have a strong partnership. BENEFITS OF PARTIPATION With acceptance into this program comes training, networking, use of Main Street resource center, marketing support, and consultation. In short, it means help from the cities who have been the most successful in revitalizing their old downtowns. Revitalization successes typically seen in the 1,600 certified Main Street programs nationally are numerous and are described herein. An important summary statistic: for every $1 spent to operate the local Main Street program, $38.34 ends up being reinvested into the community. FUNDING We found three rationalizations for our proposed funding model: Advice from the California Trade and Commerce Agency is that successful local efforts have a business improvement district (BID) plus matching funding from the city. ] Since Chrisitine Shingleton, Assistant City Manager, has already taken this training, it is likely that we will be required to train only one addional member. 2 The full time executive director does not need to be in place for us to apply for the program. HISTORY AND SELF-ANALYSIS OF TOTA FOUNDING IN 1997 Originally founded in 1997 through the desires of several local property owners and funding from the City of Tustin, the Tustin Old Town Association ('I'OTA) is now a totally self-sufficient group, consisting of business and property owners, city staff and many important loyal supporters. The City arranged for the incorporation of the organization and committed to multi-year funding. Although the City granted outright the initial amount of $15,000, the follow on funding did not materialize. City staff, under the leadership of Christine Singleton, who had participated in the Main Street training, conceived the structure of the organization. Therefore, it is not surprising that no changes to the corporate structure or by-laws are needed to pursue the California Main Street Program. Members are clearly committed to the preservation and economic enhancement of our little patch of commerce in the center of the original 1,300 acres founded by Columbus Tustin. The Tustin Old Town Association is committed to the business enhancement, design, improvement, promotion, marketing, and resource development of the Tustin Old Town commercial area. TOTA also aspires to be a forum for issues that will influence the character of the historical business district. To that goal, the association board recently adopted the '/991 Tustin Old Town R/UDA T Study and the resulting Charrette as the starting point for Design Guidelines for Old Town. A TOTA July Design Workshop, involving all stakeholders, began the process of identifying the unifying characteristics of Old Town. TOTA intends to work towards design guidelines for the commercial area. LAST YEAR'S (1999-2000) ACCOMPLISHMENTS During the 1999-2000 fiscal year, the organization became entirely self- supporting. The funds raised were used for insurance, telephone, program (including the annual business meeting), and mailings. The group was able to continue in business through the perseverance and the generous in-kind contributions of members. Additional accomplishments of the past year were - l-V1 Maintained bi-monthly calendar, insurance, telephone. I-Vi Conducted monthly business/board meetings. I-V1 Had monthly speakers, field trips, mixers, or workshops. I-Vi Provided monthly co-op ad with an Old Town calendar. I--¢1 Published a membership directory. E3 Maintained an Old Town database.' [] Published an Annual Report. [] Had an Annual Meeting. ~ Planned weekly breakfast workshops. I-'¢1 Coordinated special event activities. ~ Gave street lighting enhancement proposal to the City of Tustin. I-V1 Created a Tustin Old Town Restaurant and Business Directory. [] Provided a diagonal-parking public review. I-V1 Gave input to the City of Tustin on Utt Juice Building, Ambrose Lane, and the Water Company redevelopment. The most important accomplishment this last year was learning more about the benefits of the Main Street program from speakers and by attending conferences. The TOTA board contacted National and State offices administering the program and studied the proposal to get involved. GOALS FOR 2000-2001 The specific program for TOTA is outlined in the Workplan section. The general goals of each of the four committees are: Organization: Become integrated with the Main Street Program. Desiqn: Develop Design Guidelines for the Tustin Old. Town commercial area and have the Guidelines accepted by the Cultural Resources Advisory Committee for the City of Tustin. Actively contribute city forums to make the guidelines effective. Promotion: Conduct five special events or fundraisers during 2000-2001 which will 'both raise awareness of Old Town in surrounding communities and add $3000 to the revenue. At the same time, create a three-year plan for events, investing $3000 as groundwork for those future activities. The major special project of the Promotion committee will be to create an easily updateable Old Town brochure, featuring the businesses and attractions within Old Town and see that the brochure is distributed in all Old Town businesses, the historical society,-the city offices, local libraries and chambers. Economic Restructurinq: The Economic Development committee will not be active in 2000-2001. SWOT ANALYSIS At the same time that we looked to the future, we examined our strengths, weakness, opportunities and threats Strenaths: By far, the strength of the organization is the common view of members who visualize a special gathering place for Tustin residents, a place that reflected Town and County, Home and Garden, a setting that cultivates neighborly values. That view is captured in some of the most enchanting businesses in Orange County. We continue to attract retailers who share that value, like Flying Geese Fabrics, and Tustin House and Garden. Weaknesses: Tustin Old Town is still far from the profile of a successful downtown. We are also still far from the kind of Old Town management needed to get it there. Volunteer staffing is not realistic from storeowners who themselves must close their shops in order to take vacations or spend time with their families3. Any paradigm that relies heavily on time taken from owners' focus on their businesses, risks a deterioration of the Old Town itself. Indeed the original work plan was fatally flawed in its heavy reliance on all volunteer administration. Threat: That fatal flaw has always resulted in near burn out of any TOTA leadership. Such contributions by members as organizing the Golden Spike Days, selling Ice Cream at the Concert in the Park series, and continued membership campaigns, have proven too wearisome to keep our leadership. Opportunities: What has kept members going is that view and hope that we can leverage what we have all started - to make the entire district an economically active, delightful place, for all to enjoy and profit from. With hope and optimism, the Tustin Old Town Association Board of Directors voted last in June to pursue Main Street certification. As a small downtown in a medium-size city, our challenge further complicated by the fact that Tustin's Old Town was never originally finished. The need for infill and development in the Old Town character puts special emphasis on the requirement for a continued close relationship with the city. The benefits and professional skills that will come from participation in the Main Street program will help us to play better partners with Tustin in furthering our mutual vision. Sponsored by the National Trust and the State of California Trade and Commerce Agency, the program has successfully guided 1,600 historic downtowns in the U.S. to revitalization. We want to be one of those successful downtowns. By taking advantage of the Main Street program, TOTA, through 3 To be realistic, many of our business are both thinly funded and suffer from the lack of street activity. resources and networking, will have nation-wide access to savvy hard learned by other communities Through their experience with the previous 1,600 case studies, the Main Street leadership has determined that an association like TO TA will not be allowed to participate in the program without having a strong partnership with the City. IN SUPPORT OF CITY'S ROLE Old Town Tustin is a unique setting in Orange County. There are few authentic Old Towns in the area: San Juan Capistrano, Orange, Fullerton, Brea, and Santa Ana. Our Old Town makes us feel special, grounded in history, and reverent of community. It is a gift given to us that separates us from the flow of developments all around. A vital Old Town means a stronger tax base, an incubator for new small business, a place of entertaining retail establishment, a wonderful gathering spot for civic forum, a magnet for professionals and business who might locate nearby, and it even means being a tourist destination. In the case of Tustin, continued revitalization Old Town and the health of the Old Town residential area is key to withstanding encroachment of deterioration evident in East Santa ^na. Located in the central heart of Orange County at the intersection of two central arteries, Interstate 5 and the Newport Freeway, already has a wide draw for the anchor businesses, like Gary's, Rutabegorz, the McCharles House and others. Among the goals of TOTA is to stimulate cross patronage among the anchor businesses and to encourage visits to non-anchor stores. If TOTA and the city are successful, we have the potential of fitting into the successful pattern of Old Towns that participate in the Main Street Program, where the Ratio of Reinvestment into the Community4, the average number of dollars generated in each community for every dollar used to operate the local Main Street program, has been $38.34 reinvested for every $1 spent. But we don't really want to "join" in the program -- we want it to guide us towards success. According to Ellen Fishman, who coordinates Certification for the California Main Street Program, the funding profile of successful cities incorporates a BID with matching funds from the city. ,.:.:.'...? 4 The REINVESTMENT RATIO measures the amount of new investment that occurs, on average, for every dollar a participating community spends to support the operation of its Main Street program, based on average annual program costs reported to the National Trust's National Main Street Center by statewide and citywide Main Street programs. Another reason for having a BID in place is that the current membership is attempting to service the entire TOTA area specified in its by-laws. Gaining membership has been steady but slow, strained by the challenge of new, changing, and marginal tenants. During the past year, the committed subsidized those who do not yet have the resources or motivation. A BID would equalize the burden of servicing the entire Old Town business area. We propose that the BID simply be in the amount of the current business licenses within the district. Since this amount is likely Iow due to City of Tustin policy, we expect that many committed members will voluntarily "upgrade" their contribution (and obtain the recognition for doing so). Consequently, TOTA proposes that the city contribution match the BID amount, plus the voluntary dues from regular members. (The City would not be asked to match the dues from non-voting members.) During the 2000-2001 fiscal year, the city would only contribute the estimated amount of the BID, since the BID is not planned to be established until the Spring. Related to the topic of funding, during 1999, the California Trade and Commerce conducted a survey of California Main Street programs. (See Appendices.) The average source of funding among the 26 cities that participated was City Government (28%), BID Fees (20%), and Misc. Fundraisers, Donations, Special Events (52%). Grants Donations 5% Membership ~ Fees 3% Other City Contribution 27% Program BID Fees Re~nues 20% 35% California Main Street Budget Survey 1998-1999 The average operating budget for a California Main Street program was reported by the agency as $185,000. The recommended minimum budget is $150,000 for mid-sized cities. Survey results5 showed the combination funding plus BID ranged from $21,085 to $225,000. Budget size was only roughly related to the population of the city as the following chart shows. Main Street Survey n=22 $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 0 100,000 200,000 300,000 400,000 500,000 Population of City TOTA plans to gradually work toward the funding of a fulltime executive director. When that happens, the goal is to have proceeds from fundraising and other donations reach 50 percent of the total budget. ,As the program succeeds, it may be possible to increase the BID assessment, allowing the executive director to focus more on special events, rather than securing his/her salary. Only two cities (Berkeley and Porterville) did not have a contribution from the city government. In both of those cases, a BID assessment was very large, providing between 85-91% of the budgets for the associations. Compared to other cities that have taken this road, the contribution we ask of the city is very modest. Some say too modest to be effective. In time, as we go through trainings and learn from experience, we will likely want to restructure again. However, we favor our proposal at this time because (1) it provides an appropriate engagement between the city and the association, (2) it will have no financial impact on the not-yet-committed in the Old Town commercial area, and (3) it provides us with a starting point for sustained operation. Not all California Main Street Programs participated in thc survey. 10 THE NATIONAL MAIN STREET PROGRAM The information in this section was provided by The National Main Street Center of the National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, DC 20036 Phone: 202/588-6219 Fax: 202/588-6050 WHAT IS THE MAIN STREET APPROACH TO DOWNTOWN REVITALIZATION? The Main Street program's success is based on a comprehensive strategy of work, tailored to local needs and opportunities, in four broad areas, called the Main Street Four Point Approach: Design: Enhancing the physical appearance of the commercial district by rehabilitating historic buildings, encouraging supportive new construction, developing sensitive design management systems, and long-term planning. Organization: Building consensus and cooperation among the many groups and individuals who have a role in the revitalization process. Promotion: Marketing the traditional commercial district's assets to customers, potential investors, new businesses, local citizens and visitors. Economic Restructuring: Strengthening the district's existing economic base while finding ways to expand it to meet new opportunities - and challenges from outlying development. THE MAIN STREET PHILOSOPHY The National Main Street Center's experience in helping communities bring their downtowns back to life has shown time and time again that the Main Street Four Point Approach succeeds only When combined with the following eight principles: . Comprehensive: A single project cannot revitalize a downtown or commercial neighborhood. An ongoing series of initiatives is vital to build community support and create lasting progress. ]! . Incremental: Small projects make a big difference. They demonstrate that "things are happening" on Main Street and hone the skills and confidence the program will need to tackle more complex problems. . Self-Help: Although the National Main Street Center can provide valuable direction and hands-on technical assistance, only local leadership can initiate long-term success by fostering and demonstrating community. involvement and commitment to the revitalization effort. . Public/private partnership: Every local Main Street program needs the support and expertise of both the public and private sectors. For an effective partnership, each must recognize the strengths and weaknesses of the other. . Identifying and capitalizing on existing assets: One of the National Main Street Center's key goals is to help communities recognize and make the best use of their unique offerings. Local assets provide the solid foundation for a successful Main Street initiative. 6. Quality: From storefront design to promotional campaigns to special events, quality must be the main goal. -.. ':::'-'i" . Change: Changing community attitudes and habits is essential to bring about a commercial district renaissance. A carefully planned Main Street program will help shift public perceptions and practices to support and sustain the revitalization process. o Action-oriented: Frequent, visible changes in the look and activities of the commercial district will reinforce the persepction of positive change. Small, but dramatic improvements early in the process will remind the community that the revitalization effort is under way. WHY ARE MAIN STREETS IMPORTANT? Main Street advocates are commonly asked by city governments and businesses, "Why should we invest in downtown?" In response, the National Trust has given us a few reasons why our Old Town is an important and worthwhile investment in the economic health and quality of life in Tustin. Main Street is a symbol of community economic health, local quality of life, pride, and community history. These are all factors in industrial, commercial and professional recruitment. A vital Main Street retains and creates jobs, which also means a stronger tax base. Long-term revitalization establishes capable businesses that use public services and provide tax revenues for the community. Main Street is also a good incubator for new small businesses - the building blocks of a healthy economy. Strip centers and malls are often too expensive for new entrepreneurs. A vital Main Street area reduces sprawl by concentrating retail in one area and uses community resources wisely, such as infrastructure, tax dollars and land. A healthy Main Street core protects property values in surrounding residential neighborhoods. The traditional commercial district is an ideal location for independent businesses, which in turn: · Keep profits in town. Chain businesses send profits out of town. · Supports local families with family-owned businesses · Supports local community projects, such as ball teams and schools · Provides an extremely stable economic foundation, as opposed to a few large businesses and chains with no ties to stay in the community A revitalized Main Street increases the community's options for goods and services: whether for basic staples, like clothing, food and professional services or less traditional functions such as housing and entertainment. Main Street provides an important civic forum, where members of the community can congregate. Parades, special events and celebrations held there reinforce intangible sense of community. Private developments like malls can and do restrict free speech and access. Many Main Street districts become tourist attractions by virtue of the character of buildings, location, selection of unique businesses, and events held there. WHAT THE MAIN STREET PROGRAM IS DOING IN AMERICA'S COMMUNITIES Since 1980, the National Main Street Center has been working with communities across the nation to revitalize their historic or traditional commercial areas. Based in historic preservation, the Main Street approach was developed to save historic commercial architecture and the fabric of American communities' built environment, but has become a powerful economic development tool as well. The Main Street program is designed to improve all aspects of the downtown or central business district, producing both tangible and intangible benefits. Improving economic management, public participation, and making downtown a fun place to visit are as critical to Main Street's future as recruiting new businesses, rehabilitating buildings, and expanding parking. Building on downtown's inherent assets - rich architecture, personal service, and traditional values and most of all, a sense of place - the Main Street approach has rekindled entrepreneurship, downtown cooperation and civic concern. It has earned national recognition as a practical strategy appropriately scaled to a community's local resources and conditions. And because it is a locally driven program, all initiative stems from local issues and concerns. THE 1999 NATIONAL REINVESTMENT STATISTICS The Main Street program has been incredibly successful, making it one of. the most powerful economic development tools in the nation, even though it focuses on historic preservation and retaining community character. These statistics are tracked from 1980 to date and reflect activity in over 1,600 communities: The total amount of public and private reinvestment in Main Street communities is $12.8' Billion Average reinvestment per community6:$8,454,000 Number of net new businesses generated: 51,000 Number of net new jobs generated: 193,000 Number of building rehabilitations: 62,000 The Ratio of Reinvestment into the Community7: the average number of dollars generated in each community for every dollar used to operate the local Main Street program: $38.34 reinvested for every $1 spent The AVERAGE REINVESTMENT PER COMMUNITY reflects investment in communities, which have recently begun commercial district revitalization programs as well as those, which have been actively involved in Main Street for more than a decade. In addition, it includes investment in communities of all sizes and in all parts of the country. For these reasons, communities should be extremely cautious in using it as a benchmark for local performance. ? The REINVESTMENT RATIO measures the amount of new investment that occurs, on average, for every dollar a participating community spends to support the operation of its Main Street program, based on average annual program costs reported to the National Trust's National Main Street Center by statewide and citywide Main Street programs. ]4 Average program length, to date: 5.70 years Average cost per job created: $1,880 Average cost per business created in a main street district $7,100 WHAT HAPPENED TO AMERICA'S MAIN STREETS? Before World War II, Main Street was the community's primary commercial hub. Downtown buildings usually had several tenants - typically a ground-floor retailer and, frequently, several upper-floor offices or apartments; together, these tenants provided enough rent for property owners to keep their buildings in good condition. The presence of the post office, library, banks and local government offices added to the steady flow of people downtown. Not only was Main Street the center of the community's commercial life, it was also an important part of its social life; people thronged the streets on Saturday nights to meet friends, see a movie and window-shop. In the past 40 years, America's downtowns have changed drastically. The creation of the interstate highway system and subsequent growth of suburban communities transformed the ways in which Americans live, work and spend leisure time. With improved transportation routes, people found it easier to travel longer distances to work or shop. Roads that once connected neighborhoods to downtown now carried residents to outlying shopping strips and regional malls. Throughout the nation, in town after town, the story repeated itself. Downtown businesses closed or moved to the mall, shoppers dwindled, property values and sales tax revenues dropped. Some downtowns sank under the weight of their own apathy. Neglected buildings, boarded-up storefronts and empty, trash- strewn streets gradually reinforced the public's perception that nothing was happening downtown, that nothing was worth saving there. People forgot how important their downtown and its historic commercial buildings were in reflecting their community's unique heritage. In many community's downtown merchants and property owners, tried to halt this spiral of decline by imitating their competition - the shopping mall. Their attempts to modernize downtown take the forms of pedestrian malls, covering traditional building fronts with aluminum slipcovers, and attaching huge, oversized signs on their buildings to attract attention. These well-meaning but usually ineffective methods did not stabilize downtown's decline, mostly because they did not address the fundamental problem - that businesses did not change when the market did, and that people did not see the downtown as a destination for shopping any more. With the economic boom of the 1980s, Main Street also saw increased development occurring outside traditional areas, and the issue of "sprawl" with its uncontrolled growth and cookie cutter architecture that reflected ]5 neither a sense of place nor a sense of pride, an became an issue that most communities contend with today. Facing these issues, over 1,600 communities have adopted the Main Street approach in the past ~16 years to look again at Main Street, their heart of the community, to save its historic buildings, to revive its commercial core, to strengthen business, to control community-eroding sprawl, and keep a sense of place and community life in America. THE ROAD TO CERTIFICATION The information in this section was provided by the State Department of Trade and Commerce, which administers the Main Street program within the State of California. Ellen Fishman (efishman~,commerce.ca..qov) is the coordinator for the certification program and has been TOTA's contact. California Main Street Program Trade and Commerce Agency 801 K Street, Suite 1700 Sacramento, CA 95814 (916) 327-3113 http://commerce, ca.gov/mainstreet BECOMING A CALIFORNIA MAIN STREET COMMUNITY A certified California Main Street Community makes a long-term commitment to pursue and achieve excellence in the comprehensive revitalization of its downtown or neighborhood commercial district. It uses a collaborative model of governance to bring together all who have a stake in the revitalization process. It pursues a healthy and productive small business environment. It generates jobs and develops businesses. It enhances the region's tourism potential. It beautifies the physical environment. It improves the local economy. It trains existing and future leaders in a wealth of leadership skills. It serves as an inspiration to communities throughout the state. STEPS TO CERTIFICATION Over 60 California communities (1,600 nationwide) have embraced the "tried- and-true" Main Street Approach to Revitalization. Tustin Old Town can join this prestigious group of communities through the California Main Street Certification Program. To become a certified community, Tustin must meet a stringent set of criteria to receive and maintain its status as a member of the California Main Street network. Once we are designated, Tustin Old Town receives a wide range of benefits designed exclusively for network c°mmunities. TRAINING INSTITUTE Certification as a California Main Street Community requires graduation from the California Main Street Training Institute's, introductory workshop.. Main Street: The Roadrnap to Revitalization is a four-day intensive training designed to each community on the "nuts and bolts" of revitalization. ]7 ORGANIZATIONAL STRUCTURE The Tustin Old Town Association (TOTA) may continue to use its current 501(c)6 non-profit corporate structure while at the same time we can receive technical assistance from California Main Street regarding options and strategies for organizational structure. The program requires that TOTA have an office and that it be fully computerized, with current communications technology: voicemail, fax, email and Internet capability. Our current budget does not address that requirement. FOUR COMMITTEES We must establish four committees, which focus on each of the points: Organization means getting everyone working toward the same goal. The tough work of building consensus and cooperation among the groups that have an important stake in the district can be eased by using the common-sense formula of a volunteer-driven program and an organizational structure of board and committees. .. Promotion means selling the image and promise of Main Street to all prospects. By marketing the district's unique characteristics to shoppers, investors, new businesses, and visitors, an effective promotion strategy forges a positive image through advertising, retail promotional activity, special events, and marketing campaigns. Design means getting Main Street into top physical shape. Capitalizing on its best assets-such as historic building and traditional downtown layout-is just part of the story. An inviting atmosphere created through window displays, parking areas, signs, sidewalks, streetlights, and landscaping conveys a visual message about what Main Street is and what it has to offer. Economic Restructuring means finding a new purpose for Main Street's enterprises. By helping existing businesses expand 'and recruiting new ones to respond to today's market, Main Street helps convert unused space into productive property and sharpens the competitiveness of business enterprises. STAFFING TOTA will be required to hire a full-time executive directors who should be paid at a salary commensurate with professional economic development work and s Applications from communities with populations of 5,000 or less may be accepted with at 'least a half-time executive director. provided with an appropriate benefits package. (See Job Description for Executive Director in the Appendices.) BUDGET Funding comes from local sources. California is like elsewhere where typical funding sources include local government, often redevelopment monies; property and/or business improvement district fees; revenues from special events; membership dues; corporate sponsorship; grant funds from private and corporate foundations; and in-kind donations. (See California Main Street Funding Survey in the Appendices.) THE NATIONAL CONNECTION Main Street utilizes a strong national-state-local partnership to teach us how to establish a local public-private economic development program. All certified California Main Street communities must be members of the National Main Street Center. Membership benefits include monthly issues of the national newsletter, networking functions, and discounts on revitalization products and conferences. APPLICATION AND FEE Applicants for certification must submit an application to California Main Street in order to receive designation. A $500 fee must accompany our application. ON-SITE ASSESSMENT A team of revitalization experts will visit Tustin for a one-day assessment to ascertain our readiness to launch a local Main Street program. BENEFITS TO CERTIFICATION An official Califomia Main Street Community becomes a member of the California Main Street network and receives access to services designed exclusively for certified communities. These services include: Network meetings, training and networking conferences held twice each year. · Specialized network training, on a variety of revitalization-related topics. · Scholarships, to state and national training events. · Awards, to honor the best and the brightest. · Califomia Travel Map, delineating network cities. · California Celebrations, a calendar of annual special events held throughout the state, with Main Street events specifically designated. · Reference library, a collection of books, manuals, and reports available on loan. · Program activities calendar, a listing of network related activities and events. · Main Street Bulletin, quarterly information piece of current revitalization news. · Trade show booth, loaned for marketing local programs. · Email networking, weekly email communication on up-to-the-minute revitalization information. · Waiver or discount of fees on all California Main Street products or services. · "Stuff" mailings, a quarterly compilation of revitalization information available on fax demand · Grant funding, when secured by the state program, for specific revitalization projects. RESOURCE CENTER The Resource Center is the information engine of California Main Street. With over a decade of revitalization experience, the state program has amassed a wealth of information, contacts and resources to assist us in the revitalization of Tustin Old Town. The center provides on-demand educational, research and referral services to local revitalization organizations throughout California. In addition, the center delivers services to certified California Main Street communities to strengthen the state's existing network of model programs. From the beginning of our revitalization process, to the re-tooling our on-going effort or when implementing our certified Main Street program, the California Main Street Resource Center will help us address our challenges. The Resource Center offers the following products and services: Telephone Consu!tation~ Referral and Research: Since its creation in 1985, California Main Street has accumulated a wealth of revitalization knowledge. The resource files are chock full of answers to revitalization questions. And, if they don't know the answer, they probably know who does by utilizing their well-developed network of local, regional, state and national contacts to connect us with the technical knowledge that leads to success. Newsletter: The quarterly newsletter of California Main Street, Street Beat delivers news from the revitalization front: about state-of-the-art revitalization strategies, national trends, state and national legislation 2O which could affect Tustin. It also covers training opportunities. Street Beat routinely features the outstanding achievements by our certified California Main Street communities, giving a firsthand view of Main Street at work in districts throughout the state. Web Site: The information superhighway runs right down Main Street. The Web site has basic information on California Main Street and the Four-Point Approach; and order forms; links to local Main Street programs, as well as regional, state and national revitalization-related organizations; postings of revitalization jobs available; success stories showing Main Street at work; and issues of Street Beat. The Four-Point Library: The Four-Point Library is an extraordinary collection of sample documents created and used by revitalization programs just like ours, everything from design guidelines and business directories to job descriptions and customer surveys. Audio Visual Lendinq Library: Audio visual materials are available for rent. Slide shows and videos on the Main Street Approach and other revitalization-related topics can be used to educate, convince and enlighten our stakeholders. Publications: California Main Street publishes a number of items to support Main Street efforts.- The Main Street Approach, a fact sheet explaining the four points and eight guiding principles of Main Street. Developing Downtown Design Guidelines, demystifying the process of developing guidelines for your district. Revitalization Resource Directory, compilation of consultants and organizations providing revitalization related products and services. Economic Development at the Grassroots, linking revitalization to local community colleges. Main Street Success Stories, compilation of activities of certified California Main Street communities. Downtown Datebook, listing of revitalization-related training events. Resource Center Benefits for Certified California Main Street Communities: The following California Main Street Resource Center products and services are available to the certified communities, which comprise the California Main Street Network: Network meetings, training and networking conferences held twice each year. Specialized network training, on a variety of revitalization-related topics. Scholarships, to state and national training events. Awards, to honor the best and the brightest. California Travel Map, delineating network cities. California Celebrations, a calendar of annual special events held throughout the state, with Main Street events specifically designated. Reference library, a collection of books, manuals, and reports available on loan. Program activities calendar, a listing of network related activities and events. Main Street Bulletin, quarterly information piece of current revitalization news. Trade show booth, loaned for marketing local programs. Email networking, weekly email communication on up-to-the-minute revitalization information. Waiver or discount of fees on all California Main Street products or services. "Stuff" mailings, a quarterly compilation of revitalization information available on fax demand Grant funding, when secured by the state program, for specific revitalization projects. ?-2 2000-2001 APPLICATION FOR CERTIFICATION California Main Street's purpose is to provide a model system of programs, services and activities through which communities can build their capacity to initiate and sustain their own permanent, revitalization programs that utilize the proven principles and strategies of the Main Street Approach. A Certified California Main Street Community makes a long-term commitment to pursue and achieve excellence in the comprehensive revitalization of its downtown or neighborhood commercial district. It uses a collaborative model of governance to bring together all who have a stake in the revitalization process. It pursues a healthy and productive small business environment. It generates jobs and develops businesses. It enhances the region's tourism potential. It beautifies the physical environment. It improves the local economy. It trains existing and future leaders in a wealth of leadership skills. It serves as an inspiration to communities throughout the state and the country. BENEFITS OF CERTIFICATION Certification as a California Main Street Community provides national and statewide visibility to local Main Street programs that fully utilizes Main Street's four-point approach and eight guiding principles and that continue to evolve organizationally to meet new challenges. Certified California Main Street Communities become members of the California Main Street network and receive access to services designed exclusively for certified communities. Benefits include: network meetings, trainings and conferences; proposal writing and grant funding when secured by the State program for specific revitalization projects; grant seeking assistance; in-depth research projects to find the answers you need to succeed; scholarships to state and national events; awards to honor the best and the brightest; California Celebrations, an annual tourism calendar of special events in California with Main Street events specifically designated; reference library of books, manuals an reports available on loan; audio-visual lending library, a collection of slide shows and video available on loan; trade show booth loaned for marketing local programs; program activities calendar listing network-related activities and events; e-mail networking; and a members only web site filled with local, state and national Main Street information. On-site consultation is also available at discounted network member rates. APPLICATION REQUIREMENTS California Main Street's application requirements are designed to identify communities that will work effectively to revitalize their downtown and/or neighborhood commercial district. A desire to provide the greatest social, community and economic returns consistent with long-standing Main Street "guiding principles" and practices guide California Main Street's policies and criteria. On behalf of its downtown or neighborhood commercial district, any California community may apply to the California Trade and Commerce Agency to receive designation as a Certified California Main Street Community. A local government collaborates with a community organization such as a downtown business association, revitalization organization, chamber of commerce, or 501(c)(3) non- profit corporation to jointly complete the application process and submit an application fee. Contents of Applications 1. Cover letter (2 page maximum) from applicant. 2. Three letters of recommendation---one from the city manager and two from community organizations describing applicant's capacity to lead the Main Street organization for this community. If the applicant is an existing organization instead of a newly created Main Street organization (i.e., chamber of commerce or downtown association), one letter must be from said organization and address how the Main Street program will be organized to operate independently within the parent organization. 3. Application Identification Sheet including commitment of funding submitted by local city government or county for non-incorporated areas. 4. Copy of graduation certificate from California Main Street Training Institute's Roadmap to Revitalization. Roadmap will be held on October 3-6, 2000, at the Waterfront Plaza Hotel in Oakland. At least two members from each community, one Board/applicant member and one city/government representative shall participate in the training. 5. Check made out to California Main Street for $500 to help defray the costs associated with the On-Site Review. 6. Five (5) copies of a Main Street Board Member Manual, which should be organized by the 'four-points' of the Main Street approach and submitted in binders. If information is missing, provide an explanation. The purpose of the Manual is to provide your Board members with a document that will serve as a reference guide to the Main Street program. The information contained in the Manual should provide any Main Street Board Member with detailed information to assist them in making informed decisions regarding your program. Contents of the Main Street Board Member Manual Pages Pts Title Page 1 Acknowledgments Page 1 Economically Distressed Community (optional) 2-3 10 24 One goal of the program is to address downtown commercial revitalization needs in rural and urban communities that are economically distressed throughout California. Describe why receiving the Main Street designation will positively affect areas that suffer economic distress, such as: high unemployment and underemployment; Iow income, persistent and concentrated poverty, or negative economic changes due to restructuring or relocation of industry or closure of military installations. Organization 40 History of area 2 Reason for seeking certification as a California Main Street1 Community Legal status of organization and capacity to lead the local Main 2-3 Street program, including a description of any existing BID/PBID and how a diversified Main Street Board will be incorporated into the existing organizational structure. List of board members (actual or proposed) & brief profiles of actual each (2-3 sentences each) Boardmember roles and responsibilities 1 List of 4-Point committee members and volunteers actual Executive Director job description (and resume if already hired) actual Vision statement and mission statement 1 Copy of full work plan (if available) or proposed activities for actual first year actual Current or proposed budget for the Main Street program including an explanation of how BID/PBID fees can be targeted toward Main Street programs Summary of income and expenses for past 3 years (if actual available) Copy of bylaws of organization or operating rules actual Copy of Internal Revenue Service letter granting non-profit actual status (if available) Design actual 20 Map of proposed "Main Street district" with the following marked: historic buildings, public spaces, first floor commercial space, second floor uses, district anchors, location and dates of recent fa(;ade renovations; location and cost of construction and public improvement projects in the district and source of funds for the past three years. List total number of businesses and total number of commercial buildings in district. Promotion actual 15 Twelve-month calendar of promotional activities (proposed or ?.5 actual) Copies of past three newsletters (if available) Downtown merchant directory (if available) Economic Restructuring actUal 25 Map with competitive commercial area outlined (prefer 1 mile radius, not greater than 5) Summary of trade area (Main Street district) demographics (ethnic composition, unemployment rate, median household income, median home price) Table of sales tax revenues (past 3 years) Table of ten largest employers in the district with approximate number of employees Table of types of businesses in the district by SIC codes (3- digit and 5-digit) (-:'-:.' 7" The Review Process The first step in the Review Process is to determine if all six application submittal requirements have been met. If any of the required elements are missing, the application will not be accepted. Once the application has been accepted, the Board Member Manual will be reviewed and scored by a Certification Review Panel. The Manual will be scored based on the points listed on page 3 under "Contents of Board Member Manual". The Certification Review Panel will consist of California Main Street staff and other statewide and national leaders in the historic preservation and economic development fields. The Manual will be evaluated on how well it meets the first six of the ten-certification criteria established by the National Main Street Center. The first six criteria must be met by the time of application; the remaining four-certification criteria shall be met by the date of certification or a date thereafter agreed upon by the parties. Please review the attached "Ten Certification Criteria and Eight Guiding Principles" thoroughly. This document provides basic information about what a Main Street program is and what it does. ~' While a complete Manual increases your likelihood of becoming a Certified California Main Street Community, submission of an incomplete Manual will not eliminate your application from consideration. However, prior to certification being granted, all missing material shall be provided. For example, we understand that not everyone will have a completed work plan at the time of application, or will have hired an Executive Director. We welcome the opportunity to provide guidance and technical assistance on these and other issues. After completion of the Board Member Manual review, applicants with the necessary six criteria completed will be scheduled for an On-Site Application Review Visit. This visit will provide California Main Street the opportunity to confirm its understanding of the district, the applicant and the challenges facing your community. It will also provide your Board and community the opportunity to ask questions of State program staff and gain a better understanding of the Main Street program. Timelines for 2000-2001 Program July 28, 2000 October 3-6, 2000 January 31, 2001 March-April 2001 May-June 2001 June 30, 2001 July-Sept. 2001 Application Released on Internet Website Attend Roadmap to Revitalization in Oakland 2001 Applications Due for 2000-2001 Cycle II On-site Certification Reviews Technical Assistance Provided to Applicants California Main Street Awards Designation Status City. adopts a resolution to accept Main Street designation The Ten Certification Criteria 1. Strong, broad-based public and private sector community support for commercial district revitalization. Background: At its best, a local Main Street program represents and involves a coalition of organizations, agencies, businesses, and individuals from throughout the community-not just those who own property or businesses in the commercial district or have a direct economic tie to it, but all who are interested in the community's overall health. Involvement by both the public and private sectors is critical, as well. Neither sector can revitalize the commercial district without the skills and vantage points of the other. Ideally, both sectors will participate in the revitalization process by providing funding, leadership and ideas, and by encouraging collaboration between existing programs to assist the revitalization process. Broad involvement leverages the community's collective skills and resources to maximum advantage. Guidelines: The Main Street organization will have the active participation of various stakeholders at the committee and board levels, including: v' government v~ civic groups v' regional planning groups v' community development organizations v' realtors and property owners v' consumers v' business owners 27 ,/ churches, temples, religious institutions v' local industries v' historic preservation organizations v' financial institutions v' school groups and students v' transportation authorities v' architects, contractors and developers v' district and neighborhood residents · / parking authorities Participants will contribute financial, in-kind, and volunteer support to the revitalization program. Participants will look for and act upon opportunities to network with other programs to further the Main Street revitalization efforts. The organization will commit to an ongoing process for volunteer recruitment, orientation and recognition, constantly refreshing its pool of volunteers and involving new people and ideas. 2. A strong existing organization with an active board of directors, or establishment of a 501(c)(3) non-profit organization. Background: Main Street revitalization is an ongoing process of changing a community's attitudes about its traditional commercial district (or districts). The direct involvement of an active board of directors and committees is key to this process. The Main Street executive director (or manager) is responsible for facilitating the work of volunteers, not for single-handedly revitalizing the commercial district. In some areas, local Main Street programs have been · launched by other organizations, which have a broader agenda such as a chamber of commerce or a community development corporation. ^ Main Street program housed in such an organization has a better chance of long-term success if it's focus is maintained on this particular purpose and if it's mission statement, work plan, budget, and governing body remain distinct from that of the larger organization. Guidelines: The board is a working board, not "figureheads." Committees actively develop and implement the program's annual work plan. The Main Street organization has a dedicated governing body and its own rules of operation or bylaws, even if the Main Street program is a part of a larger organization. The program provides ongoing training for board and committee members. 3. Organizational vision and mission statements relevant to community conditions and goals. Background: A vision statement communicates the organization's long-term hopes and intentions for the commercial district. ^ mission statement communicates the Main Street organization's sense of purpose and overall direction. Guidelines: Some revitalization programs begin with a vision statement; others develop a vision statement after several years of work. At a minimum, the Main Street organization shall have a mission statement in place, reviewed annually and updated, if appropriate. .-...- 4. Adequate operating budget with a diversified funding plan sufficient to meet the future needs of the organization. Background' To be successful, a local Main Street program must have the financial resources necessary to carry out its annual and evolving program of · work. The size of a program's budget will change as the program matures (in its early years, it may need less money than in its growth years). Also, budgets are likely to vary according to regional economic differences and community size. Guidelines: [] The Main Street program's budget will be adequate to achieve the program's goals and cover all necessary expenses such as salary and fringe benefits of staff, office expenses, travel, professional development and committee activities. [] The budget will be specifically dedicated for the purpose of revitalizing the commercial district. [] The dollar amount that is "adequate" for a program budget will vary_ from region to region, depending on local costs of living, and may be different for small-town, mid-size, and urban Main Street programs. [] The average annual operating budget for California's thirty Main Street cities is $185,000. [] Recommended minimum operating budgets: small town programs $40,000+ annually; mid-size community programs $150,000+ annually; large city programs $200,000+ annually. 5. Commitment to ongoing training and educational programs for staff and volunteers including California Main Street network meetings, annual conferences, and the National Town Meeting on Main Street. Background: To meet new challenges and ensure a strong organization, Main Street program participants need ongoing training. Both staff and volunteers need different skills in different phases of the revitalization process. As staff and volunteer turnover occurs, new staff members and new volunteers will need basic Main Street training. And, all program participants should stay current on issues that affect traditional commercial districts and on new revitalization techniques and models. Guidelines: The local Main Street program develops local leadership capacity through mechanisms such as citywide, state, regional and national training opportunities; making reference and training materials available locally; and providing, conducting and attending training when appropriate, the annual California Main Street Training Institute, annual orientation for board members, and annual committee training. · 6. Clear historic preservation ethic. Background: Historic preservation is central to the Main Street program's purpose. The historic buildings and public spaces of a traditional commercial district enrich civic life and add value to the community. Developing a historic preservation ethic is an ongoing process of education and discovery for a community and for a local Main Street program. Main Street programs, which have embraced a strong historic preservation ethic, are successful in saving, rehabilitating, and finding new uses for traditional commercial buildings. These programs have succeeded in intensifying the uses of the district's buildings through both specific building improvement projects and through policy and regulatory changes which make it easier to develop property within the commercial district. Some Main Street programs purport to support preservation values, but do not fully understand that preservation is an ethic, not just an activity or group of actiVities. Historic preservation involves not only the process of rehabilitating, restoring, or renovating older commercial buildings but also the process of adopting planning and land use policies, which encourage full use of existing commercial centers before new development takes place. It also involves removing regulatory and other barriers, which sometimes make it difficult to attract investment to historic commercial districts. 3O Guidelines: The program has (or is working towards putting in place) an active and effective design management program, which may include financial incentives, design assistance, regulatory relief, design review, education, and other forms of management. The program encourages appropriate building renovation, restoration and rehabilitation projects. The program works to find creative adaptive use, financing, and physical rehabilitation solutions for preserving old buildings. The program recognizes the importance of planning and land use policies which support the revitalization of existing commercial centers and works towards putting planning and land use policies in place which make it as easy (if not easier) to develop property within the commercial district as it is outside the commercial district. Similarly, it ensures that financing, technical assistance and other incentives are available to facilitate the process of attracting investment to the historic commercial district. The program builds public awareness for the commercial district's historic buildings and for good design. The program preserves a maximum of buildings and avoids demolition, except in very rare cases as a last resort. 7. Comprehensive Main Street work plan with active standing committees on the Four Points of the Main Street Approach. Background: A comprehensive annual work plan provides a detailed blueprint for the Main Street program's activities. It reinforces the program's accountability both within the organization and also in the broader community and provides measurable objectives by which the program can track its progress. Guidelines: ~ The work plan will contain a balance of activities in each of the four broad program areas that Comprise the Main Street approach: design, promotion, economic restructuring, and organization. ~ The work plan will contain measurable objectives, including timelines, budgets, desired outcomes, and specific responsibilities. n The work plan will be reviewed, and a new work plan developed, annually. r~ Ideally, the full board and committees will be involved in developing the annual work plan. At a minimum, the full board will approve the annual work plan. r~ The work plan will distribute work activities and tasks to a broad range of volunteers and program participants. 3] 8. Paid, profesSional full-time Main Street executive director. Background: Coordinating a successful Main Street program requires a trained, professional staff person. While Main Street executive directors come from a broad range of academic and professional backgrounds, the most successful executive directors are those who are good communicators, who can motivate volunteers, and who have good project management skills. Being able to keep the revitalization programs many activities moving forward on schedule and within budget is also key. In most instances, the Main Street executive director's position is full-time,(generally 40+ hours per week). In small towns without the resources to hire a full-time executive director, a part- time manager is usually acceptable (generally 20+ hours per week). Guidelines: The Main Street executive director will be paid a salary consistent with those of other community development professionals within the city, or region in which the program operates. The minimum amount of time the Main Street executive director works each week will be consistent with comparable Main Street programs. The executive director will be adequately trained and will continue to learn about revitalization techniques and issues affecting traditional commercial districts. 9. Collection, understanding and reporting to California Main Street and the National Main Street Center of baseline economic and other data necessary to evaluate market position. Background: Tracking reinvestment, job and business creation, and other statistics provide tangible measurements of the local Main Street program's progress and is crucial to garnering financial and programmatic support for the revitalization effort. Statistics must be collected on a regular, ongoing basis. Guidelines: The program submits regular reports as specified by the California Main Street program. Baseline data shall include the following: net and gross new jobs, jobs retained, net and gross new businesses, business retained, number of building rehabilitation and new construction projects, dollars invested, . number of public improvements projects, number of new housing units created, number and value of property transactions, overall assessed - value of property within the district and commercial rents. 10. Annual membership in the National Main Street Center. Background: Participation in the National Main Street network connects local programs to their counterparts throughout the nation, providing them with valuable information and resources. Guidelines: Current standard-level membership in the National Main Street Network. Training Institute and Annual Conference Knowledge is power. The California Main Street Training Institute produces workshops, seminars and conferences on a wide range of revitalization topics. The institute's first enterprise is Main Street: The Roadmap to Revitalization, a comprehensive workshop on commercial district revitalization and management training that introduces communities to the essential "nuts and bolts" of the Main Street Approach to Revitalization. Main Street: The Roadmap to Revitalization will be held once every year in a centralized. Reasonable registration fees are set so that every interested community can attend. For those communities seeking designation as a California Main Street Community, graduation from this workshop is one of the criteria for certification. The Main Street: The Roadmap to Revitalization is a four- day workshop. Revitalizing Main Street This session will introduce your community to the Main Street Approach to Revitalization. You'll learn the basics of organization, promotion, design and economic restructuring from talented experts in the revitalization field, including executive directors of certified California Main Street communities. Getting Organized on Main Street In this session, we will learn how to develop a dynamic organization to house our local Main Street program. In-depth information will be provided on funding, goal setting and planning, public relations, volunteer management, nonprofit Corporation formation and management, standing committees, partnerships and board-staff roles. Guiding Design. on Main Street This session will explore the history and architecture of commercial buildings. We will develop an understanding of high-quality building improvements, 33 preservation, economic development incentives, and streamlined permitting process for small business development. Promoting Main Street Participants will learn how to produce major special events, promote individual businesses, identify resources and support business clusters. This session will also address promoting the district as a whole, and communicating the local Main Street program's vision and achievements to the greater community. Restructuring Main Street's Economy This seSsion will prepare us in analyzing local markets, initiating a business retention and expansion program, and establishing a business recruitment effort. 34 . · .,. KEY BUDGET ASSUMPTIONS . The successful profile for a viable downtown organization includes a Business Improvement District and a contribution from the city equivalent to the BID. 2. in the 2000-2001, the city will contribute an amount equivalent to what would be collected if a BID were in place. 3. The amount assessed via the BID will be what is currently in place for business licenses. 4. A BID will be established by the beginning of the 2001-2002 fiscal year. 5. There will be a membership program wherein members can upgrade their contribution level to patron or corporate, as is now in place. . The city will continue to fund the program when the BID is in place. Their contribution will be equivalent to the voluntary and assessed (BID) contributions from (voting) members. . There will be Special Events and Fundraisers. Most will be activities within the Old Town area specifically designed to draw our target customer, hence they will focus on town and country/home and garden. The budget contains funds to seed new events. Special Events are intended to draw our customers to Old Town. Fundraisers are intended to focus on budget. 8. For budgeting purposes, we have been conservative on proceeds from the special events. Most excess proceeds will be directed at funding a full time executive director, but some will be reserved for publications. 9. Our ideal staffing paradigm is to have a full time executive director and a part time city staff special events person working in support of TOTA. The board of directors will set policy and provide strategic guidance to the executive director. 10. An office for the Executive Director has not been addressed in the budget. The current solution is a home/office situation or the donation of office space 11.The workplan will be refined after the Main Street Training. The first year is more detailed that years two and three. 35 WORKPLAN 2000-2001 Membership: Current membership level is sustainable or increases slightly. A large percent of members will contribute at the patron level. We will obtain four corporate level members. Three committees become active. Publications: TOTA mails four newsletters per year, six calendars per year, and up to 12 special notices per year to all businesses within the Tustin Old Town defined area. Program: TOTA will continue to have one business meeting per month and one activity a month. Ideally, we will rotate among Mixers, Workshops, Speaker Meetings, Training, and Field Trips. Committee Support: Committee support is the highest in this and year two. This will be for obtaining materials, attending workshops, and copying. PromotionslFundraisers: Ideally, we would like to focus on four in 2000/2001. An Art Walk with the Tustin Art League in both fall and spring, the opening of Medrano's Grill, a Christmas event, another booth at the Promenade, and in the spring, a Taste of Old Town Tustin, Jazz Festival, or a spring garden festival (TBD). Special Projects: Among suggestions have been signs for merchants, THANK YOU FOR SUPPORTING OLD TOWN, special Tustin Old Town shopping bags, a school children contest for a corporate seal design, etc. Old Town Activities: Merchants and property owners would like to be actively involved with all events held in Old Town to insure that the activities maximize opportunities for Old Town merchants, and, like the Main Street parade and the Christmas tree lighting, they draw the people to whom our businesses appeal. Old Town Directory and Map: This publication would show the location of businesses and historiCal places in Old Town. It Will be placed in merchants stores, the Chamber, the Historical Society, and various public places within the city. The purpose is to encourage foot traffic and street activity. It is hope that with support from the city and some modest advertising revenues, that this brochure can be given away free. Easily updateable, we hope that it will also contain a community calendar. Other City Support: TOTA would like to have members of the city staff serve on the promotion, organization and design committees to provide guidance and to represent city government's perspective. Membership: The BID is in place, yet a proportion of members upgrade. The Economic Restructuring committee becomes active. The new membership focus will be on other stakeholders, like media, residents, and/or those who regularly do business in Old Town. Banner sponsors are added. These are corporations who wish to have a long-term exposure in our publications and events by sponsoring banners that will be hung in the Old Town area. 'Staffing: Beginning in the 2001-2002, a professional part-time executive director will be hired. While the budget provides for 60 hours a month from this executive, most extra profits from success in the fundraising area will be used to fund more time from the director. Publications: The level of publications will be maintained. A small portion of any upside in the budget will be directed to more professional publications. Ad: Run by the executive director, an advertising and press release schedule will be added to the work program. Program' TOTA will continue to have one business meeting per month and one activity a month. We will begin to add Workshops that deal directly with self-help issues, e.g. computer, accounting, SBA loans, etc. Committee Support: Towards the end of this year, committees who have spent the prior 1% years attending outside training and reading will devise at least one class for the main TOTA membership. PromotionslFundraisers: Repeat last year's promotions and fundraisers. All repeating fundraisers/events are profitable. New ones are seeded. Street events are held at the intersection of Main and El Camino. Other City Support: TOTA would like to have continued city staff involvement on each on the four key committees. 37 2002-2003 Membership: in this year we hope to see results from the economic activity being generated in Old Town. The BID level 'increases somewhat. The outside stakeholder memberships are now supported with a special program tailored to their interests. Staffing: The executive director is now working at least half-time for the association. Publications: The level of publications will be maintained. A small portion of any upside in the budget will be directed to more professional publications. Ad: Run by the executive director, an advertising and press release schedule will be added to the work program. Program: TOTA will continue to have one business meeting per month and one activity a month. We will begin to add Workshops that deal directly with self-help issues, e.g. computer, accounting, SBA loans, etc. Committee Support: Towards the end of this year, committees who have spent the prior 1% years attending outside training and reading will devise at least one class for the main TOTA membership. PromotionslFundraisers: Repeat last year's promotions and fundraisers. All repeating fundraisers/events are profitable. New ones are seeded. Street events are held at the intersection of Main and El Camino. Other City Support: TOTA Would like to have a member of the city staff serve each on the promotion, organization and design committees for TOTA. 38 o ~oo~ooo~oo~ FUNDRAISERS Medrano 's ASSUMPTIONS Cost of Drinks @ > $3 Cost of Food @ > $3 # of Invitations > 1000 # of Attendees > 200 Cost of Printing @ > $1 Extra drinks pp > 1 Ticket Price > $15 Average Raffle Price > $3 Raffled Tickets Sold > 525 AVG Extra Drink Cost > $4 Cost of Mailing List > $300 INCOME Gate Extra Drink Rev. Raffle Rev. Total Income $3,000 $80O $1,575 $5,375 PROMENADE ASSUMPTIONS Last year we were able to raise $500 through the contributions of goods and services from members which were sold in a booth sponsored by TOTA at the Tustin Historical Society fundraiser. This effort was led by the Dyvig sisters. We anticipate even better support for the effort in 2000-2001 EXPENSES Invitation Printing Postage Cost of Raffle Printing Mailing List Cost Raffle Prizes Music Cost of Food inc. Cost of Food inc. Cost of Extra Drink Total Expenses NET $1,000 $330 $250 $300 $200 $300 $600 $600 $600 $4,180 $1,195 ASSUMPTIONS ~,eminder Post Cards Cost per Card Number sent each year Printing > 0.22 > 6 > 0.2 Membership Appeal Letter Plus Form with Env > 0.26 Copying > 0.16 Postage > 0.33 Follow Up Letter > 0.21 Copying > 0.16 Postage > 0.33 Membership Fulfillment Follow Up Letter Copying Postage > 0.22 > 0.16 > 0.33 MAILINGS Postcards Membership Appeal Followup Appeal Membership Fulfillment TOTAL Each $2.52 $0.75 $0.70 $0.71 Extended $609.84 $206.25 $192.50 $142.00 $1,150.59 NEWSLETTERS ~,SSUMPTIONS ~iewsletters per year :ages per newsletter Postage @ Cost of Stationery @ Cost of Copying @ 4 0.33 0.04 0.08 Calendars Pages per calendar Postage Cost of Stationery @ Cost of Copying @ 6 1 0.33 0.04 0.08 Membership list Qualified Members 275 242 Membership Directory Pages per Cost per page Cost per Cover Mailin~ Cost (~ 10 0.08 0.12 0.99 NEWSLETTERS Directory Production Directory Postage Newsletter Production Newsletter Postage Calendar Production Calendar Postage Each $0.92 $0.99 $66.00 $90.75 $33.00 $90.75 TOTAL Extended $222.64 $239.58 $264.00 $181.50 $198.00 $544.50 $1,650.22 APPENDICES MAP OF THE TUSTIN OLD TOWN BUSINESS AREA (DEFINED WITHIN THE BYLAWS) Originally founded in 1997 through the desires of several local property owners and funding from the City of Tustin, the Tustin Old Town Association (TOTA) was incorporated as a commercial non-profit organization to revitalize the commercial area shown within these boundaries. TOTA is now a totally self-sufficient group, consisting of business and property owners, and many important loyal supporters. Old Town Tustin is a unique setting in Orange County. There are few authentic Old Towns in the area: San Juan Capistrano, Orange, Fullerton, Brea, and Santa Ana. Located in the central heart of Orange County at the intersection of two central arteries, Interstate 5 and the Newport Freeway, already has a wide draw for the anchor businesses. Among the goals of TOTA is to stimulate cross patronage among the anchor businesses and to encourage visits to non-anchor stores. If TOTA and the city are successful, we have the potential of fitting into the successful pattern of Old Towns that participate in the Main Street Program, where very dollar invested in the Main Street program has resulted in a return on investment of $38. Old Town merchants and downtown properties owners are regular (voting) members when they join by contributing $50 or more. Residents, enthusiasts, and contributors outside the Old Town downtown area become Loyal Supporters for contributions of $25 or more. Loyal Supporters may participate all events. "I:~-.' .~- ~;' ~ I::1:: ~ - · - ' ' .I, ~~.~...L...~_~...~ STREET ~ .._EAST 'MAlll STREET, '~:.''~ 12/ = ~1 43 EXECUTIVE DIRECTOR JOB DESCRIPTION The Position The Tustin Old Town Association Executive Director coordinates activities within the downtown business improvement area utilizing the Main Street approach as the integral foundation for downtown economic development. The Executive Director will report to the Tustin Old Town Association. The Director is responsible for the development, conduct, execution and documentation of the Tustin Old Town Association Program and is the principal on-site staff person responsible for coordinating all program activities, supporting the board and its committees and reach out to the members and the public. The position is part time through June 2003, and thereafter will be full time. Desirable Qualifications Knowledqe of: · Main Street Program practices; · Principles and practices of economic development, redevelopment and real estate; · Principles of economic, statistics, and sociology; · California Enterprise Zone program; · Effective fundraising and public relations skills; and · Issues confronting downtown business people and property owners. Ability toi · Work with a board of directors, committees, and volunteers; · Gather, analyze and interpret data pertaining to economic development projects; · Plan and administer programs; · Interpret relevant laws and regulations; · Prepare and orally present clear and comprehensive rePorts; · Write accurate and complete complex reports, grants, contracts, letters, and resolutions; and · Conduct effective meetings. Training and Experience Any combination of training and experience that demonstrates an ability to perform the duties of the position. The typical qualifying background is a bachelor's degree in business or public administration, marketing, economics or related field. The candidate should have experience in redevelopment, economic 44 development, and/or downtown revitalization. Experience with a Main Street Program, a downtown association, or training'by the National or California Main Street organizations is highly desirable. The Selection Process Interested applicants must submit a letter of interest, highlighting career accomplishments, salary requirements, a resume and a list of three professional references no later than noon, Friday June 8, 2001 to: Tustin Old Town Association 635 E. First Street, #312 Tustin, California 92780 (714) 832-5232 Resume materials will be evaluated. Those candidates who appear to be the best qualified will be invited to interview. A California driver's license is required. Compensation The Tustin Old Town Association Executive Director is a new position. The salary is dependent upon the applicant's experience and qualifications. The benefit package may include pad vacation, sick leave, specified holidays and an employer contribution to health insurance. The actual salary and benefit package will be negotiated. The provisions of this job description do not constitute an express or implied contract and any provision in the announcement may be modified or revoked without notice. 45 'Name of Local Program: WABA .,...¢a/ta BeniciabU~t s.urv.ey uerKeley . Coronado Dir~...' Encinitas Eureka Fairfield Fresno tNumber of Businesses in Main Street District: 150 204 267 300 250 530 !SOURCES OF FUNDS I City Contribution (must specify): J Re~evelopment $43,000 $0 $0 $0 $0 $0 $87,885 $20,000 .('~:: -~1 fund $0 $29,100 $60,000 $0 $70,000 $5,300 $40,000 $45,000 ~-~':' :':: :~pecify) Marketing City Rev. --' '::' ' $0 $0 $0 $0 $0 $0 $0 $50,000 $20,000 Other (specify) $0 $0 $0 $0 $0 $0 $0 iTotal City Contribution: $43,000 $29,100 $60,000 $0 $70,000 $6,300 $40,000 $132,885 $50,000 $40,000 'Membership Fees $500 $8,000 $0 $0 $1,200 $18,000 $5,000 $2,400 $10,000 BID Fees $24,000. $0 $0 $225,000 $0 $20,000 $0 $27,000 $32,500 $40,000 Donations $8,000 $8,430 $3,000 $0 $2,000 $0 $0 Grants $0 $0 $0 $0 $0 $10,000 $3,000 $3,000 $10,000 ., .Special Events: ...Corporate Sponsorship $10,000 $0 $0 $0 $7,000 $0 $4j000 Other revenues $0 $22,348 $177,673 $6,000 $0 $116,950 $0 $0 $15,000 iTotal Special Events: $10,000 $22,348 $177,673 $6,000 $26,500 $116,950 $7,000 $33,000 $19,000 $38,000 Program Revenues: $0 $0 $87,600 $33,500 $0 $73,050 $22,300 $0 $10,000 ! Reserves/Interest $1,100 $0 $2,000 $0 $0 $2,700 $162,000 $2,.162 $20,500 !TOTAL SOURCESOFFUNDS: $86,600 $67,878 $330,273 $264,500 $99,700 $236,000 $246,300 $200,447 $114,500 $158,500 Uses of Funds Personnnel Executive Director Salary $41,000 $24,000 $52,000 $0 $28~000 $42~000 $39;000 $36a000 $32,500 Assistant Director Salary $0 $0 $23a000 $0 $0 $0 $26,000 $0 Support staff Salary $10,500 $2,400 $18,000 $119,000 $10,400 $54,500 $15,000 $7,000 $10,000 $0 Other Staff Salary $0 $0 $12,000 $0 $0 $8,000 $0 $0 Total Salaries $51,500 $26,400 $105,000 $119,000 $38,400 $64,500 $65,000 $72,000 $46,000 $32,500 .Payroll Taxes $2,500 $2,475 $7,600 $10,000 $6,994 $10,000 $7,200 $3,200 Workers Comp $0 $235 $1,328 $1,200 $300 $500 $815 $1,000 EmplOyee Medical Benefits $2T100 $0 $2,000 $12,500 $0 $400 $6,000 $2,268 $3,000 ! Contracted Services $0 $0 $0 $0 $10,400 $1,000 $0 $0 $10,000 iTOTAL PERSONNEL $56,100 $29,110 $115,928 $142,700 $56,094 $55,500 $75,900 $86,016 $48,268 $49,700 i OPERATIONS Office Rent $2,000 $1,800 $18,120 $17,000 $10,000 $0 $8,400 $5,340 $3,000 $4,400 U~i!itJes $0 $0 $2,100 incl. above incl. in rent $2,300 $600 $1,400 $800 $0 .?.[:' .."-.'?.-lone $0 $600 $2,000 $5,200 $1,500 $1,500 $2,000 $2,500 $1,400 $1,800 ;";'.¥;'ment Purchases; Leasing, Repair $1,000 $200 $3,000 $3,500 $0 $3,700 $2,000 $2,900 $950 $2,750 Liability Insurance $2,000 $525 $5,800 $1,600 $530 $1,000 $1,300 $900 $1,000 Directors and Officers Insurance $0 $0 incl. above $0 $0 $1,300 N/A $1,000 Office Supplies $2;500 $300 $2,700 $5,000 $3,500 $2,000 $4,400 $2,250 $1,300 $750 Postage $250 $1,000 $2,500 $1,400 $2,500 $3,000 $2,600 $750 $2,000 Printing and Copying $250 $500 $2,500 $0 $9,500 $800 $900 $5,000 Travel and Training $2,500 $2,500 $4,500 $3,600 $500 $7,000 $4,650 $1,200 $0 . Accounting and Bookkeeping Services $1,500 $500 $1,200 $4,200 $530 $1,000 $2,000 $8,650 $400 $1,800 ~Bank Services $3,000 $0 $2;100 $100 $0 $0 $0 ' Internet Services $0 $0 $1 ~500 $180 $450 $60 Dues and Subscriptions $358 $450 $1,000 $0 $300 $500 $700 $500 $800 Business Expenses (M~.~nm. Functions. Mileage) $250 $1,800 $2,000 $0 $0 $500 $2,200 Contingency $4,000 $500 $1,000 $2,284 $0 $0 $3,532 Police/Fire Dept. Services $0 $0 $0 $0 $0 $45,000 ImprovementJmaintainance projects $0 $1,000 $2,100 $0 $8,300 $0 $0 $25,000 Other: Miscellaneous $340 $1 ~000 $24,400 $0 $2~252 $0 $0 $500 $30,500 feesr permits, taxes $65 $0 $50 $52,400 $550 $500 promotions/advertising $2=000 $19~500 $0 $20,500 $0 - $1,600 $5j000 TOTAL OPERATIONS $16,000 $8,438 $48,270 $98,934 $21,240 $77,752 $62,950 $82,332 $13,300 $84,500 SPECIAL EVENTS, PROJECTS, AND FUND RAISERS Specal Event Insurance incl. above $0 $0 incl. above $0 $0 $1,200 Special Events $30,330 $100,650 $23~000 $5,000 $30,000 $92,200 $23,000 $21,200 $6,500 Projects $0 incl. above $5,500 $9,400 $6,308 $0 $6,100 $3,500 $16,500 Fund Raiser $0 $65,425 $0 $7~166 $0 $3~000 TOTAL SPECIAL EVENTS, PROJECTS AND FUND RAISERS $14,500 $30,330 $166,075 $20,500 $21,566 $36,308 $92,200 $32,100 $25,900 $23,000 OTHER USES OF FUNDS $0 $0 ($5,634) $800 $66,440 $15~250 $0 $27~032 $1 ~300 .._::']i?:.{[.;L USES OF FUNDS $86,600 $67,a78 $330,273 $264,500 $99,700 $236,000 $246,300 $200,447 $114,500 $108,s00 . bu~ get s. urvey_ ~ Name of Local Program: Grass Va. ,dister Ingelwood caKepon Lindsay Li~,re Mission Monterey Niles No. Park ~l'Umber of Businesses in Main Street District: 229 320 125 309 ~7~4 420 472 104 288 .,, SOURCES OF FUNDS City Contribution (must specify): Redevelopment $0 $50,000 $125,000 $0 $0 $60,000 $192,000 $0 $55,000 ~ ."~.*~.~1 fund $21,000 $0 $0 $0 $7,500 $0 $0 $50,000 $0 (--*~ :. ';'.'-Specify) Reuse · Incubator TOT ;Construction TOT -'*'-".".* *' $0 $0 $0 $10,000 $10,000 $0 $8z500 $20,650 $0 $4,000 Other (specify) directory SBEP i Maintainance Infrastructure $0 $0 $0 $3,000 $14,000 $1,290 $0 $4,914 ,Total City Contribution: $21,000 $$0,000 $125,000 $10,000 $20,500 $60,000 $214,500 $71,940 $55,000 $8,914 Membership Fees $1,400 $15,000 $0 $2,000 $5,400 $0 $2,500 $3,350 $5,000 BID Fees $30,500 $0 $0 $0 $56,780 $0 $25,000 $63,730 $0 $12~171 Donations $38,900 $0 $0 $11 $240 $0 $5,000 $0 $5,000 $1,500 Grants $0 $0 $25,000 $0 $0 $3,400 $55,000 $0 $4:000 $55,700 Special Events: Corporate Sponsorship $7,200 $41 r045 $0 $0 $0 $25,000 $15,000 $2,050 $3,000 Other revenues $40,400 $38,976 $0 $0 $8~496 $102,200 $12,200 $106,130 $52,424 $9,065 Total Special Events: $47,600 $80,021 $0 $22,851 $8,496 $127,200 $27,200 $109,180 $56,424 $9,065 Program Revenues: $1,850 $800 $0 $5,410 $646 $78,000 $6,500 $0 $7,100 Reserves/Interest $8,700 $0 $0 $85 $600 $2,000 $25,000 $55,000 $0 $69,872 TOTAL SOURCES OF FUNDS: $149,950 $145,821 $150,000 $40,367 $92,662 $270,600 $360,700 $302,200 $131,524 $157,222 Uses of Funds Personnnel Executive Director Salary $25,000 $34,000 $42,000 $0 $28:000 $44r215 $28,000 · $50,000 $0 $47,800 Assistant Director Salary $0 $0 $20,000 $0 $0 $22,880 $24,000 $35,000 $0 $21,360 .Support staff Salary $18,720 $14,560 $14,976 $0 $7,280 $0 $0 $5,000 $15,600 $0 Other Staff Salary $5,000 $0 $8,320 $0 $0 $850 $0 $0 $0 . $0 Total Salaries .$48,720 $48,560 $85,296 $0 $35,280 $67,945 $52,000 $90,000 $15,600 $69,160 Payroll Taxes $4,373 $4,850 $0 $0 $2,844 $6,000 $4,700 $7,750 $4,200 $6,529 Workers Comp $0 $560 $0 $0 $536 $900 $0 $1,000 $843 $0 Employee Medical Beneffis $1,632 $1,600 $0 $0 $2,676 $3,200 $2.,220 $5,600 $0 $3,569 Contracted Services $0 $500 $15,353 $9,000 $0 $1,000 $4,000 $800 $57,000 TOTAL PERSONNEL $54,725 $56,070 $100,649 $9,000 $41,336 $79,045 $62,920 $105,150 $77,643 $79,258 OPERATIONS Office Rent $2,400 $5,400 $10,800 $0 $0 $10,200 $5,400 $13,200 $12,613 $4,785 Utilities incl. in rent$0 $1,224 $1,800 $1,008 $3,500 $600 $1,200 $1,500 $895 ~-!:*-'.-;,one ' $1,200 $900 $1,800 $0 $1,800 $2,000 $1,500 $4,500 $1,980 $2,100 '~';:;i'."-.*nent Purchases, Leasing, Repair $1,150 $500 $0 $500 $0 $3,200 $2,200 $3,000 $1,530 $3,708 Li'-'~bility Insurance $2,000 $600 $2,721 $1,430 $2,763 $1,600 $1,500 $600 $4,841 $4,500 Directors and Officers Insurance $0 $0 $0 $0 $1,1 00 $1 ~250 $1,700 $0 $1,800 $0 Office Supplies $1,800 $1,500 $1 ~000 $0 $7,000 $2,150 $2,500 $4,000 $1,020 $1 ~530 Postage $1,200 $1,000 $900 $500 $3,457 $1,600 $3,000 $3,000 $3,158 $500 Printing and Copying $4,600 $0 $3,204 $700 $804 $2,800 $2,500 $7,000 $303 $0 Travel and Training $2,325 $1,000 $1,782 $1,000 $2,500 $5,000 $7,500 $1,700 $1,005 $0 Accounting and Bookkeeping] Services $1,200 $0 $1 ~200 $600 $5,300 $3,000 $4,500 $1,200 $2~900 _$2,335 Bank Services $0 $0 $0 $0 $1,004 $300 $0 $0 $225 $385 Internet Services $240 $0 $600 $0 $380 $800 $0 $0 $456 $0 Dues and Subscriptions $1,500 $300 $0 $250 $1,200 $800 $500 $1,200 $150 $655 . Business Expenses (Meetings. F~zlction$. M!~-_~e) $500 $100 $0 $300 $504 $1,150 $2,000 $500 $0 $2,500 i Contingency $2,?~2 $0 $0 $0 $0 $0 $30,000 $0 $0 $14,099 Police/Fire Dept. Services $73 $420 $0 $0 $0 $67~500 $0 $0 Impmvement/maintainance projects $2,040 $1,200 $1,000 $250 $0 $48,600 $0 $0 Other:. Miscellaneous $1,125 $2,850 $0 $6,410 $3~000 $0 $1 z350 $0 $460 fsss, permits, taxes $0 $0 $100 $0 $0 $250 promotions/advertising $0 $0 $300 $0 $0 $0 $200 TOTAL OPERATIONS $25,575 $14,160 $26,861 $7,480 $36,230 $42,600 $65,400 $158,550 $33,481 $38,903 SPECIAL EVENTS, PROJECTS, AND FUND RAISERS Specal Event Insurance incl. above $0 incl. above $0 incl. in events' $0 $0 Special Events $17,100 $48,228 $0 $3,384 $6,996 $94,000 $18,000 $20,000 $18,100 $13,~90 Projects $13,100 $11,235 $22,500 $6,050 $8,100 $7,455 $177,000 $18,500 $500 $4,475 Fund Raiser $8,600 $9,700 $0 $14,440 $0 $47,500 $5,000 $0 $1,800 $0 TOTAL SPECIAL EVENTS, PROJECTS AND FUND RAISERS $38,800 $69,163 $22,600 $23,874 $15,096 $148,955 $200,000 $38,500 $20,400 $18,166 OTHER USES OF FUNDS $30,850 $6,438 $3 $0 $0 $32,380 $0 $0 $20,896 '!.;~?!:.L USES OF FUNDS $148,950 $145,821 $150,000 $40,357 $92,662 $270,600 $360,700 $302,200 $131,624 $157,222 i bt dget_survey .. !Name of Local Program: Oakland . St. Porterville sLO Turlock Uk Vista Average INumber of Busine_~_~es in Main Street District:200 '~4b0 200 570 125 175 240 307.6 iSOURCES OF FUNDS [City Contribution (must specify): LRedevelopment $68,461 $29,500 $0 $0 $0 $10,000 $15,000 $27,994 "-.~'' 'i:".?al fund $0 $0 $0 $30,000 $0 $0 $13,256 i[.' :-.-.; ;~specify) Marketing TOT Rent Asst. $0 -" ;-'"' $34,670 $0 $0 $3,000 $0 $0 $6,000 $6,179 Other (specify) Police $0 $10,000 $0 $0 $0 $0 $900 $1,263 Total City Contribution: $113,131 $_~9,500 $0 $3,000 $30,000 $10,000 $21,900 $48,691 Membership Fees $66,000 $250 $1,000 $10,000 $1,550 $0 $5,872 BID Fee= $66,402 $0 $28,000 $96,200 $154,116 $15,000 $29,621 $35,038 Donations $3,000 $0 $350 $0 $2,000 $0 $4,500 $3,034 Grants $75,000 $0 $1,500 $0 $0 $0 $5,000 $9,281 Special Events: Corporate Sponsorship $90,000 $0 $500 $0 $3,000 $23,250 $2,000 $8,631 Other revenues $19,000 $22,500 $0 $0 $27~770 $41,312 $10,030 $30,684 Total Special Events: $109,000 $22,500 $500 $61,000 $30,770 $64,662 $12,030 $46,032 Program Revenues: $0 $0 $67,000 $0 $0 $4,340 $14,744 Reserves/Interest $21,392 $0 $0 $3,500 $0 $0 $18~885 $14,648 TOTAL SOURCES OF FUNDS: $387,925 $118,000 $30,600 $231,700 $226,886 $91,112 $96,276 $177,342 Uses of Funds Personnnel Executive Director Salary $40,000 $15,000 $39,000 $36,000 $30,000 $0 $27,908 Assistant Director Salary $0 $0 $32,000 $0 $6,000 $0 $7,787 Support staff Salary $139,790 $12,000 $0 $17,680 $20,000 $0 $26,885 $19T974 Other Staff Salary $0 $0 $2,000 $0 $0 $0 $1,340 Total Salaries $139,790 $52,000 $15,000 $90,680 $56,000 $36,000 $26,885 $57,008 ... Payroll Taxes $3~500 $564 $400 $5,200 $4,350 $2,143 $3~977 Workers Comp $0 $625 $900 $603 $0 $294 $431 Employee Medical Beneffis $0 $0 $1,300 $2,100 $1,800 $456 $2,016 Contracted Services $78,000 $0 $0 $0 $4,039 $0 $7,500 $7,355 TOTAL PERSONNEL $217,790 $55,500 $16,189 $93,280 $67,942 $42,150 $37,278 $70,787 OPERATIONS Office Rent $14,000 $6,700 $3,000 $7,380 $9,900 $3,183 $6,100 $6~856 .U;~*jes $2,200 $0 $0 $1,290 $0 $1,1 88 $874 '~-'.'~-:.:'.-' hone $2,800 $0 $700 $3,000 $1,6.56 $250 $2,607 $1,752 :?::_'-~ment Purcheses, Leasing, Repair $3,000 $0 $400 $5,000 $4,184 $0 $2,852 $1,897 Liability Insurance $2r000 $5,000 $0 $1,500 $1,190 $732 $3,153 $1 ~881 Directors and Officers Insurance $0 $0 $0 $4,000 $0 $0 $0 $450 Office Supplies $2,000 $1,000 $800 $3,000 $2,570 $1,000 $960 $2,168 Postage $1,000 $1,800 $320 $500 $1,851 $1,000 $1 ~962 $1,583 Printing and Copying $1 ~000 $500 $0 $2,000 $714 $600 $3,400 $1,836 Travel and Training $2,400 $4,000 $975 $4,000 $3,400 $1,600 $664 $2,493 Accounting and Bookkeeping Services $27,925 $5,500 $0 $0 $2,400 $0 $866 $2~989 Bank Services $0 $0 $0 $0 $0 $80 $75 $269 Internet Services $0 $0 $0 $500 $240 $300 $0 $211 Dues and Subscriptions $0 $0 $500 $500 $468 $0 $116 $472 Business Expenses (;.'.=~nm, F~mctions. ~..!~"-~*) $0 $0 $200 $500 $500 $0 $369 $588 Contingency $0 $5,900 $0 $0 $0 $0 $0 $2,353 Police/Fire Dept. Services $0 $0 $0 $0 $0 $0 $112 $4,189 Improvement/maintainance projects $51,100 $0 $0 $0 $0 $0 $1,384 $5,258 Other:. Miscellaneous $2~510 $29,900 $0 $0 $0 $0 $18,395 $4,629 fees, permits, taxes $0 $0 $0 $0 $0 $0 $106 $2,001 i promotions/advertising $7,500 $0 $0 $0 $0 $0 $3,829 $2,238 TOTAL OPERATIONS $117,235 $62,600 $6,896 $31,880 $30,363 $8,745 $48,138 $46,989 SPECIAL EVENTS, PROJECTS, AND FUND RAISERS Specal Event Insurance $0 $860 $0 $1,190 $0 $0 $120 Special Events $40,000 $0 $2,456 $48,700 $8,616 $19m874 $8,C~C $25,892 Projects $0 $4,200 $41 ~000 $3,775 $0 $13,526 Fund Raiser $12,900 $0 $0 $1'5,500 $22,000 $11,653 $0 $8,322 TOTAL SPECIAL EVENTS, PROJECTS AND FUND RAISERS $52,900 $0 $7,616 $105,200 $35,$81 $31,527 $8,066 $48,397 OTHER USES OF FUNDS $0 $0 $1,340 $93,000 $8,690 $2,794 $11,170 ; .'.'.'.'.', ~!!:".i:~AL usES OF FUNDS $$$7,925 $118,000 $30,600 $231,700 $226,886 $91,112 $96,276 $177,342 2000- 200 CALIFORNIA MAIN STREET Application for Certification Welcome to the 2000-2001 application for certification as a California Main Street Community. California Main Street's mission is o build strong communiO,-based orga~zations in diverse towns and neighborhoods that enhance the economic, sociM, culturM and environmentM well being of California's traditionM commercial districts. A CertitYed California Main Street Communi(y makes a long-term commitment to pursue and achieve excellence in the comprehensive re~4tMization o£ its .downtown or neighborhood commerciM distn'ct. It uses a collaborative model o£ governance to bring together MI who have a stake in the revitMization process. It pursues a beMthy and productive small business environment. It generates jobs and develops businesses. It enhances the region's tourism potentiM. It beauti§es the pbysicM environment. It improves the local economy. It trains existing and future leaders in a weMth o[ leadership skills. It serves as an inspiration to · communities throughout the state and the country. Introduction What happened to Main Street? Main Street's problems stem from profound changes in the retailing industry over the past four decades--changes that are the result of transportation and land use decisions as well as an unprecedented boom in commercial overbuilding. Dramatic suburban commercial growth and the development of major discount retailers on the periphery of communities have drawn customers and investors away from the central business district. A vast oversupply of retail space in general has undermined Main Street's traditional role as a retail center. Tremendous stocks of high-quality historic commercial buildings need financing to make them safer in earthquakes. Local permit processes need revamping to encourage entrepreneurial investment in building rehabilitations and business ventures. Outmoded business practices of long-term merchants and inexperience of new small business owners have constrained traditional business districts from reaching their full market potential. The California Economic Strategy Panel found that 'quality of life' is the key public policy area affecting the capacity and prospects of California's businesses to prosper and the economy to grow. A thriving downtown or neighborhood commercial district is a paramount component of each community's quality of life. It provides a central gathering place for entertainment, civic life and commerce. It supplies a focal point for community identity and pride. It offers a sense of plade, connectivity, integration and cohesion for residents. It attracts visitors and projects a healthy community image upon which commercial and industrial investors rely in part to make their location decisions. It provides small business ownership opportunities, jobs, retail sales and property tax revenues. Certification Application Page 2 Benefits of Certification Certification as a California Main Street Community provides national and statewide visibility to local Main Street programs that fully utilize Main Street's four-point approach and eight guiding principles and that continue to evolve organizationally to meet new challenges. Certified California Main Street Communities become members of the California Main Street network and receive access to services designed exclusively for certified communities. Benefits include: network meetings, trainings and conferences: proposal writing and grant funding when secured by the State program for specific revitalization projects; grant seeking assistance: in-depth research projects to find the answers you need to succeed; scholarships to state and national events: awards to honor the best and the brightest: California Celebrations, an annual tourism calendar of special events in California with Main Street events specifically designated; reference library of books, manuals an reports available on loan; audio- visual lending library, a collection of slide shows and video available on'loan; trade show booth loaned for marketing local programs: program activities calendar listing network-related activities and events; e- mail networking; and a members only web site filled with local, state and national Main Street information. On-site consultation is also available at discounted network member rates. Application Requirements California Main Street's application requirements are designed to identify communities that will work effectively to revitalize their downtown and/or neighborhood commercial district. A desire to provide the greatest social, community and economic returns consistent with long-standing Main Street "guiding principles" and practices guide California Main Street's policies and criteria. On behalf of its downtown or neighborhood commercial district, any California community may apply to th, e California Trade and Commerce Agency to receive designation as a Certit~ed California Main Street Communi(y. A local government collaborates with a community organization such as a downtown business association, revitalization organization, chamber of commerce, or 501(c)(3) non-profit corporation to jointly complete the application process and submit an application fee. ALL APPLICATIONS SHALL INCLUDE THE FOLLOWING: 1. Cover letter (2 page maximum) from applicant. 2. Three letters of recommendation--one from the city manager and t~vo from community organizations describing applicant's capacity to lead the Main Street organization for this community. If the applicant is an existing organization instead of a newly created Main Street organization (i.e., chamber of commerce or downtown association), one letter must be from said organization and address how the Main Street program will be organized to operate independently within the parent organization. 3. Application Identification Sheet including commitment of funding submitted by local city government or county for non-incorporated areas. (See Attachment 1) 4. Copy of graduation certificate from California Main Street Tr:iining Institute's Roadmap to Revitalization. Roadmap will be held on October 3-6, 2000, at the Waterfront Plaza Hotel in Oakland. At least two members from each community, one Board/applicant member and one city/government representative shall participate in the training. 5. Check made out to California Main Street for $500 to help defray the costs associated with the On-Site Review. 6. Five (5) copies of a Main Street Board Member Manual, which should be organized by the 'four- points' of the Main Street approach and submitted in binders. Please indicate if any required information is missing and provide an explanation. The purpose of th'e Manualis to provide your Board members with a document that will serve as a reference guide to the Main Street program. The information contained in the M~nualshould provide any Main Street Board Member with detailed information to assist them in making informed decisions regarding your program. CONTENTS OF MAIN STREET BOARD MEMBER MANUAL Certification Application Page 3 Pages Pts Title Page ' 1 Acknowledgments Page 1 Economically Distressed Community (optional) One goal of the program is to address downtown commercial revitalization needs in rural and urban communities that are economically distressed throughout California. Describe why receiving the Main Street designation will positively affect areas that suffer economic distress, such as: high unemployment and underemployment; low income, persistent and concentrated poverty, or negative economic changes due to restructuring or relocation of industry or closure of military installations. Organization History of area 2 Reason for seeking certification as a California Main Street Community 1 Legal status of organization and capacity to lead the local Main Street program, including a 2-3 description of any existing BID/PBID and how a diversified Main Street Board will be incorporated into the existing organizational structure. List of board members (actual or proposed) & brief profiles of each (2-3 sentences each) actual Boardmember roles and responsibilities 1 List of 4-Point committee members and volunteers actual Executive Director job description (and resume if already hired) actual Vision statement and mission statement 1 Copy of full work plan (if available) or proposed activities for first year actual .~:-... Current.or proposed budget for the Main Street program including an explanation of how BID/PBIDactual '~':':::'ii~i!:! fees can be targeted toward Main Street programs ':':"'Summary of income and expenses for past 3 years (if available) Copy of bylaws of organization or operating rules Copy of Internal Revenue Service letter granting non-profit status (if available) Design Map of proposed "Main Street district" with the following marked: historic buildings, public spaces, first Hoor commercial space, second Hoor uses, district anchors, location and dates of recent fagade renovations: location and cost of construction and public improvement projects in the district and source of funds for the past three years. List total number of businesses and total number of commercial buildings in district. Promotion - Twelve-month calendar of promotional activities (Proposed or actual) Copies of past three newsletters (if available) Downtown merchant directory (if available) Economic Restructuring . Map with competitive commercial area outlined (prefer 1 mile radius, not greater than 5) Summary of trade area (Main Street district) demographics (ethnic composition, unemployment rate, median household income, median home price) Table of sales tax revenues (past 3 years) Table of ten largest employers in the district with approximate number of employees Table of types of businesses in the district by SIC codes (3-digit and 5-digit) 2-3 10 actual actual actual actual actual actual 4O 15 25 Certification Application Page 4 The Review Process The first step in the Review Process is to determine if all six application submittal requirements have been met. If any of the required elements are missing, the application will not be accepted. Once the application has been accepted, the Board Member Manualwill be reviewed and scored by a Certification Review Panel. The Manualwill be scored based on the points listed on p. age 3 under "Contents of Board Member Manual". The Certification Review Panel will consist of California Main Street staff and other statewide and national leaders in the historic preservation and economic development fields. The Manua/will be evaluated on how well it meets the first six of the ten-certification criteria established by the National Main Street Center. The first six criteria must be met by the time of application; the remaining four-certification criteria shall be met by the date of certification or a date thereafter agreed upon by the parties. Please review the attached "Ten Certification Criteria and Eight Guiding Principles" 'thoroughly. This dOcument provides basic information about what a Main Street program is and what it does. (See Attachment 2) While a complete ManuM increases your likelihood of becoming a Certified California Main Street CommuniO,, submission of an incomplete Manua/will not eliminate your application from consideration. However, prior to certification being granted, all missing material shall be provided. For example, we understand that not everyone will have a completed work plan at the time of application, or will have hired an Executive Director. We welcome the opportunity to provide guidance and technical assistance on these and other issues. After completion of the Board Member Manual review, applicants With the necessary six criteria completed will be scheduled for an On-Site Application Review Visit. This visit will provide California Main Street the opportunity to confirm its understanding of the district, the applicant and the challenges facing your community. It will also provide your Board and community the opportunity to ask questions of State program staff and gain a better understanding of the Main Street program. July 28, 2000 October 3-6, 2000 January 31, 2001 March-April 2001 May-June 2001 June 30, 2001 July-Sept. 2001 Timelines Application Released on Internet Website A tten d Roadma£ to Revitalization in Oakland Applications Due for 2000-2001 Cycle II On-site Certification Reviews Technical Assistance Provided to Applicants California Main Street Awards Designation Status City adopts a resolution to accept Main Street designation · If you have any questions regarding the application please call or email' Ellen Fishman at (916) 327-3113 efishman@conunerce.ca.gov This application is available from our website at' http ://commerce.ca.gov/mainstreet CALIFORNIA MAIN STREET Application Identification Sheet APPLICANT CITY: Name of Proposed Main Street Project Area: Date: 2000- 2001 -..'.? City Manager: Phone: Contact Person: Title: Address: Phone: Fax: FUNDING COMMITMENT: The city shall politically support the Main Street program for a minimum of three years and understands that after this initial start-up period one purpose of the program is to set up a permanent management system for the project area. The city understands that Main Street is a long term public-private partnership and that local government financial support to the program for at least one year and preferably three years and beyond is a critical component of the local program's success. Funding commitment for Year One of $ ; additional funding for Year Two of $ and, for Year Three of $ LOCAL ASSURANCES AND AUTHORIZATION: As the representative of the City of , I hereby certify that the information in this application is accurate. I also authorize this application to be submitted to the Califomia Trade and Commerce AgenCY for consideration Of designation asa-Cer~ed .... California Mai~ Street Community. This application is made with the specific goals of adopting the Main Street approach as a permanent revitalization and management tool and performing as a model to other California cities by revitalizing the downtown business district within the context of preserving and rehabilitating its historic and culturally significant buildings. Name: Title: Signature: Date: PLEASE SUBMIT THIS SHEET WITH YOUR APPLICATION ATTACHMENT 1 _ _ Establishing Your Downtown or Neighborhood Commercial District as the Center of Your Community Main Street: The Roadmap to Revitalization October 3-6, 2000 Waterfront Plaza Hotel Oakland's Jack London's Square Sponsored by Bank of America Who should attend? ::.:.'.::"'.;ain Street: The Roadmap to '"' ~evitalization is a four-day intensive training in the Main Street approach to the revital- ization and management of downtowns and traditional commercial districts of commu- nities of all sizes. The confer- ence is designed for local public and private leaders Who wish to launch Main Street programs. Graduation from this confer- ence is one of the requirements for certification as a California Main Street Community. The conference is equally appropri- ate for existing Main Street communities that want to train new staff, volunteers and board members in the Main Street Approach, as well as for communities with any type of downtown revitalization program that want to acquire additional motivation or focus :'.:.':-:' adoptin the Main Street &:'::~:'amework. We suggest that the contingent from your commu- nity include several of the following: Executive directors and staff of Main Street programs and downtown associations. Redevelopment, planning, community development, economic development and other city or county staff. Members of downtown boards of directors and committees. Chambers of commerce executive directors, staff and board members. Business and property owners. City council members and ? :.'i:i:.? managers. On the cover: View of Clinton Park, Oakland, CA. Courtesy of the Oakland History Room at the Oakland Public Library and Carolyn Douthat. The photo is circa ]883. Keynote Speakers Donovan D. Rypkema is principal of The Real Estate Services Group, a Washington, D.C. based real estate and economic development consulting fLrm. The firm works with clients who are revitalizing downtowns and neighborhood commercial districts. He has assisted clients in 48 states and has spoken at conferences in Thailand, Australia, Brazil, Canada, and Portugal. He is author of The Economics of Historic Preservation: A Community Leader's Guide. Kennedy Lawson Smith is one of the nation's foremost expe~r~,~ on downtown revitaliza- tion. She began her revitalization career as Charlottesville, Virginia s downtown manager. She joined the staff of the National Trust for Historic Preservation's National Main Street Center in 1985 and has served as the Center's director since 1991. She has written numerous books and articles on the economic dynamics of downtowns and is a popular international speaker on downtown issues. Core Faculty Dan Burden, a nationally recognized authority on bicycle and pedestrian programs, is execu- tive director of Walkable Communities, Inc., a Florida-based nonprofit organization that helps communities improve their walkability. He served for 16 years as the Florida Department of Transportation's bicycle and pedestrian coordinator. Jeff Eichenfield, principal of Jeffrey Eichenfield & Associates, works with local govern- ments and business organizations to develop economic revitalization strategies for down- town and neighborhood commercial districts. He served as director of the California Preserva- tion Foundation and program manager for Livermore Main Street. He holds an MBA in marketing from the University of Wisconsin. Keith Kjelstrom has served California Main street for more than 11 years, leading the pro- gram as state director since 1992. Before joining the state, he was downtown project manager in Morgan Hill. He holds a master's degree in city planning from the Massachusetts Institute of Technology. Doug Loescher is assistant director of the National Main Street Center, where he has worked since 1989. A leader in the field of downtown revitalization for 17 years, his responsibilities at the Center include research, information management, and the creation of new Main Street training programs to assist local organizations. -- Lani Lott, senior consultant for Burnes Consulting, leads the firm's Downtown Management Training Programs and Community Development Services. As executive director for the Grass Valley Downtown Association, Lani created image and promotion campaigns for Grass Valley that received national recognition. Guest Faculty: sm~ and national revitalization experts will join the core faculty. Brilliant format. Main Street brought focus to our downtown revitalization project and put us in touch with top notch experts in the field. The end result is a thriving, vibrant down- town- a source of great pride for our citizens. Inspirational. Overall, the conference was excellent. I will attend again. Very participant oriented- great discus- sions and questions. -- I appreciate the opportunity to attend this week-long event. The information was and will be useful and beneficial toward our efforts. I can't thank you enough for planning the Training Institute. i feel revitalized and ready to do a better job. About California M ain Street California Main Street, a program of the California Trade and Com- merce Agency, provides state-level leadership and services on revi- talization techniques using the Main Street Approach to Revitaliza- tion. Thirty-eight communities currently hold certified status and are charged with demonstrating the Main Street approach for the entire state. Organizing a district's comprehensive revitalization efforts into a four-point framework (organization, promotion, design, and economic restructuring) and working to ensure the district's place as a vital economic, social and cultural center of the community are key components of Main Street's success. The Main Street Resource Center disseminates state-of-the-art revitalization information to all of California's communities through technical information services. Consulting Services address spe- cific revitalization needs of the district including community vi- sioning, local program formation assistance, workplan develop- ment, board and committee training, and assessment visits to as- certain a community's current revitalization status and/or readi- ness to launch a Main Street program. The California Main Street Training Institute offers educational seminars and workshops that introduce a community to the essen- tial nuts and bolts of the Main Street Approach. Graduation from this conference is one of the requirements for certification as a Cali- fornia Main Street Community. California Main Street was recently honored as the recipient of the 1999 Ahwahnee Award for Community Programs, which recognizes projects, plans, and programs that help create more livable, pedes- trian- and transit-friendly communities in the 14 western states. Cali- fornia Main Street was selected for its vital role in educating local programs on how to revitalize their main street or commercial district' so that an alternative to sprawling commercial development is estab- lished and the livability of California communities is reinforce&for its tangible results over the past ten years; and for its status as an out- standing state government program that guides but does not encum- ber local efforts. NATIONAL TRUST 1999 NATIONAL MAIN STREET TRENDS SURVEY National Main Street Center of the National Trust for Historic Preservation In its fifth annual survey of emerging trends in historic Main Street commercial districts, the National Trust for Historic Preservation's National Main Street Center has found compelling evidence of the continuing economic rebound of historic downtowns and neighborhood commercial'districts throughout the United States and Canada. The survey is distributed annually in January to approximately 1,200 communities actively involved in revitalizing their historic downtowns and neighborhood commercial districts. Over 400 communities completed the 1999 survey, representing 36 states and two Canadian provinces. Communities ranged in size from 523 (Columbia, Louisiana) to 4 million (Houston, Texas). The survey asks respondents to indicate how each of 16 economic indicators changed in 1999, from ground-floor rental rates to numbers of locally-owned businesses. Among the survey's major findings: Retail sales are increasing in historic Main Street districts: Sixty-five percent of survey respondents reported increases in retail sales in 1999'. 'Only 3 percent reported decreases in retail sales. · Ground-floor occupancy rates are up' Fifty-seven percent of respondents reported higher ground- floor occupancy in 1999 than in 1998. Upper-floor occupancy rates are climbing, also' More than one-third of survey respondents reported that their districts had a higher upper-floor occupancy rate in 1999 than in 1998. Last year, 33 percent reported a higher upper-floor occupancy rate than in 1997. The number of retail businesses in historic Main Streets continues to grow: Over 58 percent of all survey respondents reported that their districts had more retail businesses in 1999 than in 1998. The number of Main Street businesses using the intemet is growing dramatically:. Eighty-four . percent of survey respOndents reported that there were more businesses in their districts using the internet in 1999 than in 1998. In 1996, only 46 percent reported an increase over the previous year in the numbers of Main Street businesses using the intemet to conduct business. "Location-neutral" businesses continue to move into historic Main Streets' Almost 24 percent of all survey respondents reported an increase in the number of "location-neutral" bUSinesses! in their districts in 1999, up from 9.1 percent who reported an increase in 1997. More people are living on Main Street: Over one-third of survey respondents reported an increase in the number of housing units within their districts, up from 14.5 percent who reported an increase two years ago. ! . "Location-neutral" businesses are those which, largely because of the internet and overnight delivery service, are not confined to a geographically defined trade area but can locate almost anywhere. Protecting the Irreplaceable (202) 588-6141- FAX (202) 588-6299 · http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL TI~ST Table 1: How have things changed in your Main Street district in the past year? Percentages of survey respondents reporting decreases, no change, and increases in various indicators of Main Street economic condition Percent change (1998-1999) Indicator Decreased [ No change [ Increased Ground-floor rental rates I 2.7 I 50.6 I 46.7 Retail sales volume 9.8 25.5 64.7 Property values 2.7 30.8 66.5 Ground-floor occupancy rate 9.5 33.1 57.4 Upper-floor occupancy rate 4.7 58.7 36.6 # of retail businesses 14.4 27.3 58.3 # of restaurants 9.8 42.9 47.4 # of professional offices 1.5 50.6 47.9 # of personal services businesses 1.9 ; 59.1 39.0 # of housing units . 3.8 62.6 33.6 # of location-neutral businesses 2.4 . 73.7 23.9 # ofbfisinesses using the intemet 0.0 16.3 83.7 # of locally-owned businesses 9.1 43.0 47.9 # of franchises 5.0 79.5 15.4 # of chain stores 3.9 85.2 10.9 Attendance at promotional events 2.3 15.0 82.7 The number of people attending events in Main Street districts is increasing: Eighty-three percent of survey respondents reported that the number of people attending festivals and special events in their districts increased in 1999. In 1996, only 68 percent reported increases in attendance at Main Street events. The number of "Mom-and-pop'' businesses on Main Street is growing: Almost half of all survey respOndents rePorted that there were more` lOCally-owned businesses in their districts in 1999 than in 1998, up from 44 percent who reported increases in 1997. Fifteen percent of respondents reported an increase in the number of franchises in 1999, about the same as the number who reported increases in the number of franchises from 1997-1998. But the percent of survey respondents who reported increases in the number of chain stores in 1999 on Main Street doubled: 11 percent reported more chains in 1999, versus 5 percent who reported more chains in 1998. · Property values are'increasing: Two-thirds of survey respondents reported that property values in their commercial districts were higher in 1999 than in 1998. Protecting the Irreplaceable (202) 588-6141. FAX (202) 588-6299 · http://www.nationallrust, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL TRUST Table 2: Percentages of survey respondents reporting INCREASES in various indicators of main street economic condition, 1996-1999~- Year for which survey was conducted Indicator 1999 I 1998 ] 1997 ] 1996 Ground-floor rental rates ] 46.7 I 46.0 I ] , Retail sales volume 66.5 59.0 Ground-floor occupancy rate 57.4 48.7 Upper-floor occupancy rate 36.6 32.9 # of retail businesses 58.3 51.0 45.8 # of restaurants 47.4 48.7 39.2 # of professional offices 47.9 48.4 47.5 60.4 # of personal services businesses 39.0 36.8 31.4 # of housing units 33.6 34.2 14.5 # of location-neutral businesses 23.9 26.3 9.1 # of businesses using the internet 83.7 73.7 48.1 45.6 # of locally-owned businesses 47.9 47.4 44.2 # of franchises 15.4 14.5 15.5 # of chain stores 10.9 5.3 8.0 , Attendance at promotional events 82.7 68.0 Small-town downtowns and urban neighborhood commercial districts Survey respondents from historic commercial districts of all sizes indicated that their districts experienced healthy growth in most indicators from 1998-1999. Urban neighborhood commercial districts slightly outpaced small-town downtowns in several indicators - increases in ground-floor occupancy, numbers of retail businesses, numbers of independently owned businesses, and attendance at promotional events. Small-town downtoTM saw more significant increases than urban neighborhood commercial districts in upper-floor occupancy, numbers of restaurants, and numbers of professional offices. Respondents from commercial districts of both types (small-town downtowns and urban neighborhood commercial districts) reported similar increases in ground-floor rental rates, retail sales volume, property values, numbers of personal services businesses, numbers of housing units, numbers of location-neutral businesses, and numbers of businesses using the internet. Most survey respondents- from commercial districts of both types- reported little change in the numbers of franchises and chain stores. Not all indicators were included in each year's survey. Protecting the Irreplaceable (202) 588-6141- FAX (202) 588-6299- http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL TRUST Table 3: Index of survey respondents, by type of commercial district. 3 I CBD or nei~hborhood [Indicator [ All CBDs[' Nbds Ground-floor rental rates 2.44 2.44 2.38 Retail sales volume 2.54 2.53 2.60 Property values I 2'641 2'641 2.65 Ground-floor occupancy rate 2.481 2.451 2.82 Upper-floor occupancy rate 2.32 2.32 2.19 # of retail businesses 2.44 2.41 2.81~ # of restaurants 2.38 2.40 2.06 # of professional offices 2.46 2.47i 2.3sI 2.37 2.38 2.181 # of personal service businesses ]of housing units of location-neutral businesses of businesses using the intemet 2.3 Attof chains endance at promotional events 2.22 2.84 Iof independently owned businesses 2.39 of franchises 2.1 2.07 2.8 2.30 2.24 2.21 2.25 2.84 2.87 2.37 2.11 2.65 2.06 2.08 2.00 2.79 2.94 Community size Respondents from larger communities reported more dramatic increases than smaller communities in -- many indicators, particularly in property values, numbers of retail businesses, numbers of housing units, and numbers of franchises. Smaller conununities, however, reported more dramatic increases in numbers of personal services businesses and numbers of businesses using the internet. Both of these underscore changes in retailing in smaller towns, where retail saturation levels are high (due, in large part, to the expansion of discount superstores). Retail businesses in small-town downtowns are finding that the internet provides a mechanism for reaching larger numbers of customers, boosting profits by augmenting local sales. Table 4: Index of survey respondents, by size of community? I [ Population Under 10-25K-~25-50K 50-150K 150K+ Indicator All 1 OK IGround-floor rental rates 2.44 2.27 2.481 2.671 2.571 2.33 3 The index reflects overall, aggregate responses to each of the indicators. A survey response of"Decreased" was given a score of 1; "No change" was given a score of 2; and "Increased" was given a score of 3. An aggregate score of 2 for a particular indicator, therefore, would indicate that, on average, survey respondents witnessed no change in that indicator. Scores close to 3.0 indicate that a high percentage of survey respondents witnessed an increase in that indicator, and scores close to 1.0 indicate that a high percentage of survey respondents witnessed a decrease. Protecting the Irreplaceable (202) 588-6141. FAX (202) 588-6299 · http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL IRetailsales volume .2.54 2.52 2.52 2.59 2.62 2.50 Property values 2.64 2.54 2.67 2.73 2.76 2.86 Ground-floor occupancy rate 2.48 2.45 2.44 2.54 2.48 2.71 Upper-floor occupancy rate 2.32 2.19 2.35 2.38 2.60 2.33' # of retail businesses 2.44 2.37 2.35 2.64 2.52 2.71 # of restaurants 2.38 2.251 2.381 2.501 2.57 2.711 # of professional offices 2.46 2.381 2.551 2.491 2.43 2.71 I # of personal service businesses 2.37 2.40' 2.33 2.41 2.43 2.14 # of housing units 2.30 2.10 2.38 2.31 2.38 2.43 # of location-neutral businesses 2.22 2.16 2.23 2.18 2.29 2.57 Iof businesses using the intemet 2.84 2.77 2.87 2.91 2.90 2.67 of locally owned businesses 2.39 2.39 2.41 2.31 2.40 2.57 [# of franchises 2.10 2.07 2.07 2.13 2.19 2.43' # of chains 2.07 2.08 2.00 2.15 2.14 2.14 Attendance at promotional events 2.80 2.69 2.84 2.87 3.00 3.00 Years of program activity Not surprisingly, a higher percentage of respondents from commercial district revitalization programs which have been active for longer periods of time report more dramatic increases in most indicators than respondents from newer revitalization programs. This difference is particularly noticeable in property values, upper-floor occupancy, numbers of restaurants, and numbers of housing units. It appears that the number of personal services businesses declines slightly as the revitalization program matures, while the numbers of retail businesses and upper-floor occupancy increase. This suggests that, as the revitalization program becomes more experienced in guiding economic development in the historic commercial district, it becomes more successful in intensifying ground-floor retail uses within the district and moving _ non-retail uses to secondary locations, such as upper-floor and peripheral spaces. Revitalization programs which have been active for longer periods of time also appear to be more successful in attracting franchises. Franchise businesses often describe difficulties in locating in historic commercial districts because their economic characteristics are not as easily predictable as those of a shopping mall. The survey responses suggest that, as a revitalization program matures, it becomes better able to measure and describe the historic commercial district's market performance, customer base; and other characteristics to franchise companies, as well as becoming more successful in identifying franchises which would complement the existing business mix and in identifying potential franchisees. Table 5: Index of survey respondents, by years of program activity.3 I Years of program activity I IIndicat°r I AI~ Under 5 5-91 i0+ IGround-floor rental rates I 2.441 2.41 2.401 2.47 Retail sales volume 2.54 2.47 2.52 2.59 Property values 2.64 2.54 2.62 2.74 Ground-floor occupancy rate 2.48 2.46 2.40 2.54 [Upper-floor occupancy rate 2.321 2.22 2.281 2.43I Protecting the Irreplaceable (202) 588-6141- FAX (202) 588-6299 · http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 ~ATIONAL TRUST ~ of retail businesses 2.441 2.44 2.37 2.48 # of restaurants 2.38! 2.26 2.29 2.52 # of professional offices 2.46 2.42 2.52 2.47 # of personal service businesses 2.37 2.40 2.37 2.34 # of housing units 2.3 2.20 2.27 2.39 I# of location-neutral businesses 2.22! 2.17 2.211 2.25 I# of businesses using the internet ~ 2.841 2.80 '2.891 2.85 g of independently owned businesses 2.39 2.33 2.39 2.42 # of franchises 2.1 2.04 2.10 2.18 # of chains 2.07 2.11 2.05 2.05 IAttendance at promotional events 2.81 2.82 2.7 I 2.851 ,-.-. -.. -.'¢ The internet's growing role in shaping the future of histOric Main Streets Of all indicators measured in the survey, the indicatOr showing strongest growth was the number of businesses using the internet, echoing a trend Which has steadily grown since this indicator was first included in the National Main Street Trends survey in 1996. Many survey respondents included written comments about businesses within their districts using the interact. As in previous years, it appears that these businesses fall into one of three broad categories: Businesses which use the intemet to provide better service to their existing local customers. Examples from this year's survey include: The Front Street_Pub, in downtown Greenville, Alabama, uses its website to list its schedule of_ live music, information on the pub's ongoing billiards tournament, and to sponsor a chat room for customers (www. frontstreetpub.com). · Osborn Drugs, in downtown Osborn, Oklahoma, lets customers refill prescriptions from its website and provides a large group of links to pharmaceutical websites (www.osbomdmgs.com). · Ocean Property Management, in downtown Wildwood, New Jersey, uses its website to help manage 22 condominiums and hotels. _. . _ ..... . . .. . Businesses which use the intemet to augment sales in their bricks-and-mortar stores or offices. Examples from this year's survey include: Footwise, a shoe store in downtown Corvallis, Oregon, Specializes in Birkenstock shoes and sandals and offers the largest selection of Birkenstocks on the internet, attracting customers from throughout the world (www.footwise.com). Whitestone, a bookstore in downtown Livermore, California (www.whitestone.com). Businesses whose sales are almost exclusively intemet-based, with few local customers. Examples from this year's survey include: Kringle Kottage, in downtown Scottsbluff, Nebraska, now sells most of its collectible ornaments and figurines through the auction site eBay. Protecting the Irreplaceable (202) 588-6141o FAX (202) 588-6299- http://www.nationaltrust.org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL TRU. ST MB-The Diner Store, in downtown Mundelein, Illinois, sells jukeboxes, diner fixtures, and other 1950s-1960s diner-related nostalgia items to customers throughout the world (www.rjbthedinerstore.com). High-tech companies and Main Street Many survey respondents listed high-tech companies among those moving into their historic commercial districts- again, expanding a trend which has emerged in the National Main Street Trends Survey every year since 1996. Examples included this year are: NetStar, in downtown Spencer, Iowa, which has now been acquired by Lucent Technologies (www.netstar.com). TelSar Laboratories, in downtown Alton, Illinois. Story Communications, in downtown Seguin, Texas (www. storycomm.com). EFirms.com, in downtown Staunton, Virginia, facilities business-to-business sales (www.efirms.com). Luttis Technologies, in downtown Santa Cruz, CalifOrnia, creates websites for national and international companies. Victories and challenges The survey asked respondents to provide information about the greatest victories their revitalization programs experienced in 1999, as well as to list some of the greatest challenges ahead. Many respondents reported "victories" in rehabilitating key buildings within their commercial districts (like a $2.2 million rehab of a high-rise building in downtown Bluefield, West Virginia); finding creative new uses for traditional commercial buildings (like a 75-year-old YMCA building in downtown McCook, Nebraska which has been convened into 12 new apartments); and developing innovative new festivals and marketing activities (like the "DaVinci Downtown" festival in New Albany, Indiana). Many reported significant new interest in housing downtown. A significant number of survey respondents indicated that their districts experienced higher-than-normal levels of public-sector reinvestment in 1999. For example, many reported streetscape improvements projects and infi'astmcmre upgrades. One community (Vivian, Louisiana) reported that a new city hall building has been built downtown. Newnan, Georgia reported that both the city and county are building new facilities downtown. Beckley, West Virginia reported the addition of 200 new downtown workers with the opening of a new federal government facility within the commercial district. Other victories and positive trends reported in the survey include: Grocery stores opening in Main Street districts (McMinnville, Oregon) · Increases in tenant-owned properties (Russellville, Arkansas) · Waterfront improvements (New Bern, North Carolina) Protecting the Irreplaceable (202) 588-6141. FAX (202) 588-6299 · http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL TRUST No vacancies (Paso Robles, California; Lake Worth, Florida; Silver City, New Mexico) Train station rehabilitation and adaptive use (Cedartown, Georgia; Booneville, Mississippi; Ardmore, Oklahoma) Downtown hotel development (Carlisle, Pennsylvania; Whitewright, Texas) The US Postal Service's trend of the past 10-15 years of closing downtown post offices showed up as both a "victory" and a "challenge" in the survey. Four survey respondents reported that the US Postal Service had built or expanded facilities within their commercial districts or plans to do so (Ozark, Arkansas; Encinitas, California; and Danville, Kentucky). But four others (Seaford, Delaware; West' Point, Mississippi; Laurens, South Carolina; and Kerrville, Texas) reported that the US Postal Service is in the process of relocating their downtown post offices. In many communities - particularly small towns - the post office plays a key role in attracting people to the downtown area. Survey respondents reported a wide range of"challenges," from needing more retail businesses in their districts to combating the perception that not enough parking is available within the district. Challenges which were mentioned most frequently include: Property speculation: Numerous survey respondents reported that one or more property owners who own buildings within their districts have not improved their property but refuse to sell to new owners, believing that their property will continue to improve in value. Small business succession: Survey respondents from many communities reported that one or more businesses within their districts have owners who wish to retire but are unsure about whether to simply close their businesses or to sell their businesses to new owners - and, if they prefer to sell to new owners, are unsure of how to f'md qualified buyers. Sprawl development: Many respondents reported that new commercial development occurring outside the commercial district is diluting sales and putting Main Street businesses at risk. Inadequate building code enforcement: Survey respondents from throughout the country reported that local building codes are often inadequately enforced and that local code officials are either unwilling to enforce them or are unsure about how to enforce building codes for historic commercial buildings. Movie theaters: Several participants reported that their Main Street movie theaters have closed or are in danger of closing, facing increasing competition from multiplexes and increasing difficulty for independent movie theater operators to obtain first-run movies. Difficulty plugging state and federal programs into the Main Street revitalization plan: Numerous respondents complained that it is difficult to utilize state and federal funding sources for Main Street revitalization activities, either because the funding programs are designed primarily for new, single- use developments and are difficult to adapt for historic Main Streets or because of cumbersome red tape. Protecting the Irreplaceable (202) 588-6141. FAX (202) 588-6299 · http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 NATIONAL TR~ST For more information, contact: Office of Communications National Trust for Historic Preservation 1785 Massachusetts Avenue, NW Washington, DC 20036 202.588.6013 or 202.588.6324 Protecting the Irreplaceable (202) 588-6141- FAX (202) 588-6299 · http://www.nationaltmst, org 1785 Massachusetts Avenue, NW, Washington, DC 20036-2117 I r