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Home My WebLink AboutR07-Redevelopment Agency - ~;,,:,;.:;; ,. -..., ~ ! t. ; I I I I I i I I ( I . I , I I 1 8 o J SVnoDsls of PrevIous CommIssIon/COuncIl/CommIttee ActIon: 01-17-89 The CommunIty Development CommIssIon approved In conecpt the proposal for the EconomIc Development COuncIl's restructurIng plan. 02-09-89 The Redevelopment CommIttee revIewed the matter. (CommunIty Development CommIssIon) Recommended MotIon: That the CommIssIon approve the attached $100.000 Loan Agreement wIth the San BernardIno EconomIc Development COuncIl. Contact Person: STEVEN H. DUKETT Phone: Nard: 384-5081 ALL SupportIng data attached: YES FUNDING REQUIREMENTS: Amount: $100.000 Pro1ect: ALL FEBRUARY 20. 1989 ern d-;Lo- *~ ~r/mAl ~ Agenda Item No. ~- 1672R/JLV/mv 02120/89 Council Notes: "0" ITEM INFOIlKl\TION SUMMARY 0 GENEAAL INFOIlKl\TION. o COUNCIL Author Filing date ~ ~ng date Ward ~ requirements '/ h . HJ-() ~ f Subjec GLJ~ Funding CLEARANCES. CITY DEPARTMENTAL REVIEW. ~. Dept By Date Dept By Date INFOIlKl\TIONAL DATA FORKARDED TO CITY DEPARTMENTS/COUNCIL OFFICES. Supplied To By Mayor's office Council Ward Council Ward Council Ward Council Ward Department Department ~- 1:J-?'7 Date ,;/- 9 -J'J Date d? /;$-tfi Date d-f).- -!?7 Date ;;~/S-f'1 Date Date COMMENTS/CONCERNS. Include pertinent comments and concerns of offices and persons clearing the summary, such as controversial issues, time constraints and funding complications. Indicste dates when action must be taken. ~/\ \ ...--..-:...-- ~___ _ .1 ____ ~._ 8 o ) ( S T A F F R E P 0 R T ( The Community Development COmmission at Its January 17, 19B9 meeting approved In concept the restructuring plan as submitted by the San Bernardino Economic Development COuncil (EDC) and directed Agency staff and Mr. James Robbins, Acting City Administrator to prepare the necessary documents which would provide the funding for the COmmission's consideration. Agency Counsel subsequently requested Special Counsel, Stradling, Yocca, Carlson & Rauth, to prepare the necessary loan agreement for your review. The purpose of the loan Is to provide Interim funding to the EDC for a 90 day reorganization transition period to allow them to continue their marketing momentum and to provide funding for a contract with National COmmunity Development Service (NCDS) for a fund raising survey. The survey Is critical to the reorganization efforts Inasmuch as NCDS will Identify those regional private sector resources available for developing a public/private partnership for fund raising purposes. It Is anticipated that these efforts will produce the monies necessary for a four (4) year marketing budget. It should be noted that NCDS was utilized by the Keep Riverside Ahead (KRA) and that their joint efforts resulted In a very successful fund raising effort In the amount of $1.6 million for 4 years of funding. NCDS has a successful track record with over 125 cities nationwide. In summary the documents reflect the following: 1. Amount of loan: $100,000.00 2. Draws: The funds will be drawn monthly In Increments of up to $25,000.00 3. Collateral: The loan will be Irrevocably secured by the revenue pledged by the City of San Bernardino to EDC In the Highland Hills Industrial Development Bond Issue. 4. The Term of the Loan: The funds earmarked for repayment have a due date of June 30, 19B9. 5. There will be no prepayment penalty. 6. Interest Rate: B.51 on repayment This staff report has been coordinated and reviewed with Mr. Ken Henderson, Director of the Community Development Department and he advises us that he will be providing the COmmission with a written status report on the Highland Hills Industrial Development Bond Issue at the February 20, 19B9 meeting. i 2 1 672R/JLV/mv 02120/89 ~ 9 l S T A F F R E P 0 R T (Continued) Also attached for your review Is a February 6, 1989 memorandum from COuncilman Michael Maudsley to the Redevelopment Committee outlining the details of the restructuring proposal and budgets. In addltllon, staff has received a report from Special Counsel on the security referenced oln the Agreement. A copy of their February 8, 1989, correspondence on the issue Is attached for your information. It Is, therefore, recommended that the Commission approve the attached $100,000 loan agreement with the EDC. The agreement has been approved as to form and legal content by Agency and Special Counsel and signed by the EDC. ( j ; 3 1 672R/JLV/mv 02/20/89 " r i J ,. 'l. eac SAN BERNARDINO ECONOMIC DEVELOPMENT COUNCIL 330 Nonh -o~ Sum. SuR 420 50n Bonwdino, CA 92<Ol (7)1) 381..327 "&In 67JU9J RDEV lIT ( (' Q o -' Pebruary " 1989 TO : Redevelopment Agency SUBJECT: Restructuring of the San Bernard Development Council (EDC) FROM : Councilman Mike Maudsley On January 17, 1989, I presented a proposal to you which, if approved, promised to continue the marketing momentum built up by the EDC, but substantially change the structure and funding of the EDC. The proposal called for an affiliation of the EDC with the San Bernardino Area Chamber of Commerce, however, remaining a separate and private non-profit corporation (501 C(3)). Funding for the new corporation would be raised from the private sector with the City buying into the marketing program just as any business would. Control would come from a newly selected Board of Directors. The new directors would be selected by a Task Force of repre- sentatives fr9m all community areas. The unanimous vote of the Councilmembers present on January 17, 1989, for the concept told me we are on the right track. In my proposal I recommended the City make an interest bearing loan to the current EDC of $100,000. The money to be advanced in $25,000 increments on a time schedule yet to be determined. I have attached four documents to this letter which are addenda to my original report dated January 12, 1989, Subject: Economic Development Council. Attachment one and two are proposed budgets for a 90 day periOd. The time selected should be adequate for the fund raising survey to be completed and fund raising activities initiated. /" ill ,. i ,.' I .' i( , ! I , f I (' Q 9 Redevelopment Agency Committee Pebruary 6, 1989 Page Two Attachment three sets forth a proposed reorganization plan time table which assumes the $100,000' loan is approved and modified marketing activities are rein- stated. Attachment four is a list of Task porce members who will assist in the restructuring process, and appoint the new directors. We are proposing a board of 9 - 11 members. As you can see from the list there is very strong support throughout our community for a new marketing effort on behalf of San Bernardino. The probable reduction at Norton APB only reemphasizes the critical need for San Bernardino to put in place very quickly a strong business recruitment effort that is target-oriented and supported by the Mayor and Common Council and the total business community. I recommend your approval of our request for a $100,000 interest bearing loan to the EDC secured by the IDB fees due in from the Highland Hills project. IDB fees are estimated to be $378,000 and should be paid in May, 1989. The EDC's one half is $189,000. The remaining $189,000 is scheduled for the Community Development Department for their programs. Atchs. 11\ 1c1at MICHAEL MAUDSLEY Councilman, Fourth T' t " " ,; ,-.. . . ; , ."-.. i ~ I l. - - A - 8 9 ,--- SAN BBlUIARDIBO BOOIKlMIC DBVELOPIIBHT mDHCIL OFFICE OPERA'l'IOR '0 DAY BUDGET PROPOSAL FEBRUARY 1, - April 30, 1989 Salaries Director Secretary $11,000 $ 6,000 $17,000 Employee Benefits Director IRA Health Insurance Auto Allowance $ 500 $ 900 $1200 $2600 Payroll Taxes Rent Office ($1,364 per month) Mail Machine ($55.12 per month) Telephones ($81.17 per month) Telephone Insurance Office (Premium due March 1, 1989) Directors & Officers (Premium due April 1, 1989) Postage Office Supplies Prospects/Travel Legal Accounting (Tax Preparation) Board Meetings TOTAL OFFICE OPERATION $17,000 $ 2,600 $ 5,400 $ 4,500 $ 750 $ 1,100 $ 2,600 $ 150 $ 500 $ 500 $ 500 $ 300 $ SO $35,950.00 . Ie , I ! t , I ! , , f '( - L ..Ii 1 - 4_ @ 9 BAR BBlUIARDIIIO BCOIIOIUC DEVELOPMEIft' conaL LDlU'ED IlARKB'.rIBG BUDGET 90 DAY PROPOSAL PEBRUARY 1, - APRIL 30, 1989 lIational Community Development Service Survey (Fund Raising Survey) Ellis and Associates Services ($4,500 x 3) Marketing Newsletter 3 issues (11,500 copies - $4,500 x 3-$13,500) Postage ($1,500 per i.sue x 3-$4,500) Labeling/Bundling ($240 per issue x 3-$720) Slide Program Script Writing ($2,500) Added Photography $1,000) Computer Designed Slides ($1,025) Voice Talent Final Production ($750) Create 2 Videos from Slide Show ($750) Electronic Bulletin Board Advertising Flyer (Printing and mailing) Targeted Business Promotion and Travel TOTAL MARKETING BUDGET $15,000 $13,500 $18,720 $ 7,025 $ 500 $ SOD $55,245 Attachment 2 ~ I I ~L_ -~------ ---,- - - ---- ~. !; ~9 c . .. tI ... ~ .. ., a 1'1 ~tC1 ' . " . 001 !tf :: , " I - r .. rt ~ ''I .. I - i i ... It: .. '" ... .c I .. . ~ . = I rill i .. I.". If! , . Ii . i - .. a h 3 . .. 3 .. .. 1= .. a . .. I ... .. ... O. r . . "81 ... ..a I ". '2 S u ..." ... .. a . .... ... .. a 0 . . J oa ....c . ... a .~ S' S :! .. .. .... . ~ S 3. . .. .. .. r= >... ... . a .. .. .0: .i ..... ... . ... .. 0 u ... .... .. .. -- ..u .. . .. .c ':l S" ..... a- a . ... . .. ...K . r I a>. ... - .. ! S a ... o. "'11I ... .. 0 o.c .... 11:. J ..... .. - " .. .. ... .. M .. U . . E .. . ... .. ..... .. .0 ct" . u . ::a .. ... : ..... .. u J .c .. a. JII: ... . "'i1 . ... ~ I: "0 ... :. . a . a.. .. S .. a... 2'~ : ~~ a- .. .... .. . 0 ... . 1iJ0 .... . .. u. 2'K ai "0 ~.t: 16 .. 1~ .. .. . a " ... 18: U E i ... . U' SO; l.l:l .l:l8: "a ... .. a. ...,. ~~ . .. .. ... "'. aa ..c 11:- Z III . . . .0 . .0 U . .0 U . .0 U ... . . . . . . . . . . . . .. .. .. .. .. ... ... ... .. .. .. .. I . I t( t ~ I ~ ~; (, ~ "~ . ^ r f . !, j' t~ f l f r f t . , , (l o 9 TASK FORCE LIS'!' (por eo_ideratiOD Only) CHAMBER OF COMMERCE Larry Sharp (Ex Officio) San Bernardino Co. Credit Union Mark Edwards, Attorney, Reid and Hellyer Gil Snyder, First Federal.Savings and Loan Jia King, So. California Gas Bill Heitritter, McGladrey, Hendrickson' Pullen Bob Hoebelheinrich, 1st Interstate Bank ECONOMIC DEVELOPMENT COUNCIL Bruce Varner, Attorney, Gresham, Varner, Savage, Nolan' Tilden Chris Crawford, Crawford Investments Gary James, IColKing Sam Henley, EDC CENTRAL CITY MALL Bob Curci INLAND EMPIRE HISPANIC CHAMBER OF COMMERCE NATIONAL ORANGE SHOW Gene Wood SAN BERNARDINO VALLEY BOARD OF REALTORS Monte Snyder, President 2d Jacobsen, Past President CITY Mayor's Office - Richard Bennecke RDA - Steve Dukett, Director City Council - Mike Maudsley, Councilman City Council - Noreen Miller, Councilwoman Main Street - Ann Harris, Directer Dave Bellis, Chairman SBETA - Cynthia Cervnates CONVENTION AND VISITORS BUREAU Dan Stark CALIFORNIA STATE UNIVERSITY Dean David Porter '. H ,- .... f l, i \. () q UNIONS ! Don Magness, Plumbers & Pipe Fitters SAN BERNARDINO VALLEY COLLEGE Bob Temple NORTON AFB Colonel Dennis Wood, Base COllllllander HOSPITALS Deborah Mandebach, Arrowhead Health Care Systems Toni Callicott, St. Bernardines Marketing OTHERS Bank Stickney, Spirit Baseball Team Owner Joe Sadacca, Retired Sears Manager Jim Sivelle, Retired J. C. Penney Manag~r Wesley Jefferson, former EnC Director John Dukes, Dukes - Dukes MARKETING Gary Ellis, Ellis & Associates Tom Favorite Deborah Hager Attachment 4 ". ~ 9 LOAlI AGREEMENT l THIS AGREEMENT is entered into by and between tbe IUmEVELOPMENT AGENCY OF THE CITY OF SAIl BERNARDINO (tbe -Agency-) and tbe SAIl BERNARDINO ECONOMIC DEVELOPMENT COUNCIL, a California non-profit corporation (tbe -EDC-). WHEREAS, tbe stated purpose of tbe EDC is to aid tbose communities witbin tbe City of San Bernardino (-City-) wbich bave become or may become economically and socially disadvantaged by attracting new industry to sucb communities and tbe City and by encouraging tbe development and retention of existing industries witbin sucb communities and tbe City; and WHEREAS, tbe EDC desires a sbort-term loan of not to exceed One Hundred Tbousand Dollars ($100,000) to be used to meet its operating expenses as reflected in its proposed 90 day budget whicb covers the time period from February 1 through April 30, 1989; and WHEREAS, the EDC expects payment of a portion of Industrial Development Bond Issue fees in an amount equal to or greater tban tbe Loan amount; and WHEREAS, tbe Agency or Community Development Commission is autborized by tbe Community Redevelopment Law and the Mayor and Common Council of tbe City to assist activities which promote economic development in tbe City generally; and WHEREAS, the Agency desires to assist the EDC by making a sbort-term loan of not to exceed One Hundred Tbousand Dollars ($100,000). ( NOW, THEREFORE, tbe Agency and tbe EDC bereby agree as follows: 1. Aaenev Loan to EDC. SUbject to the conditions for disbursement set forth below, the Agency shall provide funds in tbe form of a loan (-Loan-) to the EDC. The Loan shall be in an amount not to exceed One Hundred Thousand Dollars ($100,000) and shall be used by tbe EDC for the purpose of meeting its budgeted operational expenses for the periOd of February 1, 1989 through April 30, 1989. Interest on the Loan sball be payable at the rate of eight and one-balf percent (8.5\) per annum. Q 9 2. Disbursement of the Loan Proceeds. l Disbursements of the proceeds of the Loan shall be made in four (4) payments as follows: each disbursement shall be in an amount not to ezceed Twenty-Five Thousand Dollars ($25,000). The first disbursement shall be made on the first day of the first month fOllowing the date of this Agreement (March 1, 1989). Succeeding disbursements shall be made on the first day of each successive month thereafter (April 1, May I and June 1, 1989), provided, however, that the fourth and final disbursement (June 1, 1989) may be withheld by the Agency in accordance with Section 6 below. 3. Disbursed Funds. All disbursements shall be held by the EDC in trust and applied by the EDC solely for the purposes for which the funds have been disbursed. Agency is not obligated to monitor or determine the EDC's use or application of the disbursements. 4. Consideration. As consideration for the Agency to enter into this Agreement, the EDC agrees to use the funds for the purposes set forth in this Agreement. (. 5. EDC ReDavment Obliaation. Repayment of the Loan (including the principal amount and any accrued interest) shall be accomplished by means of one (1) payment which shall be made on or before June 30, 1989. The EDC shall have the option to prepay any portion of the Loan without penalty. The EDC obligation to repay the Loan (including the principal amount and any accrued interest) shall become due upon default of the EDC of any of the requirements or obligations of this Agreement or upon any other grounds set forth in this Agreement. 6. Condition Precedent to Final Disbursement. The Agency shall not be obligated to make the fourth and final disbursement of the Loan Proceeds (the June 1, 1989 diSbursement) unless the EDC has received, by May 31, 1989, that amount of the Industrial Development Bond Issue fee for the Highland Hills and/or Perris Hills Development Projects to which the EDC is entitled or unless the Agency determines that the EDC is assured of receipt of those monies prior to June 30, 1989. 02/08/89 3204n/2601/000 -2- o 9 7. Securi~v for ~he Loan. ( The EDC hereby pledges as securi~y for tbe Loan tbat amount of the In4ustrial Development Bon4 Issue fees for the Higblan4 Hills an4/or Perris Hills Development Projects to wbich tbe EDC is entitle4. 8. Defaul~. Tbe following sball constitute a -Default- un4er tbis Agreement: (a) Mone~arv. At Agency's option, tbe EDC's failure to pay tbe Loan (inclu4ing tbe principal amount an4 any accrue4 interest) on or before June 30, 1989. (b) Chanae in Oraaniza~ion of EDC. Tbe occurrence of any management, organizational or other material change in the EDC without Agency's prior written consent wbich Agency 4etermines, in its sole and absolute discretion, will have a material adverse effect on repayment of the Loan or threatens tbe availability of the security for the Loan. 9. Default Remedies: Acceleration. ( In the event tbat the EDC is in Default of tbis Agreement, the Agency may, at its option, declare all sums owing to Agency under this Agreement immediately due and payable. In addition, in the event that the EDC is in default of this Agreement, interest on the unpaid principal and any accrued interest shall be payable at the rate of ten percent (10\) per annum which rate shall constitute tbe -Alternative Rate- unless and until sucb default is cured. In the event of default which is cured, the Alternative Rate shall apply to all periods the default remains in effect prior to completion of the cure such additional remedies as may be available at law or equity. 10. ReDavmen~ of Funds Advance4. If Agency spends funds in exercising any of its rights or remedies under this Agreement, the amount of funds spent shall be payable to Agency upon demand, together with interest at the rate of ten percent (10\) per annum from tbe date the funds were spent. Until repaid, such amounts shall have the security afforded the Loan under this Agreement. 11. Institu~ion of Leaal Actions. In addition to any other rights or remedies, either party may institute legal action to seek specific performance of the terms of this Agreement, or to cure, correct or remedy any Default, to recover damages for any Default, or to obtain any other remedy consistent with the purpose of this 02/08/89 3204n/2601/000 -3- Q 9 ( Agreement. Such legal actions must be instituted in the Superior Court of the County of San Bernardino, State of California, in an appropriate municipal court in that county, or in the Federal District Court in the Central District of California. 12. ADDlicable Law. The laws of the State of California shall govern the interpretation and enforcement of this Agreement. 13. AcceDtance of Service of Process. In the event that any legal action is commenced by the EDC against the Agency, service of process on the Agency shall be made by personal service upon the Ezecutive Director or in such other manner as may be provided by law. In the event that any legal action is commenced by the Agency against the EDC, service of process on the EDC shall be made by personal service upon or in such other manner as may be provided by law. Service shall be valid whether made within or without the State of California. 14. Riahts and Remedies Are Cumulative. ( The rights and remedies of the parties are cumulative, and the ezercise by either party of one or more of such rights or remedies shall not preclude the ezercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 15. Inaction Not a Waiver of Default. Any failures or delays by either party in asserting any of its rights and remedies as to any default shall not operate as a waiver of any default or of any such rights or remedies, or deprive either such party of its right to institute and maintain any actions or proceedings which it may deem necessary to protect, assert or enforce any such rights or remedies. 16. Termination bv the EDC. This Agreement may at any time prior to the funding of the first dollar of the Loan, at the option of the EDC, be terminated by written notice thereof to the Agency, and thereupon neither the Agency nor the EDe shall have any further rights or obligations with respect to this Agreement. 02/08/89 3204n/260l/000 -4- --~- ~ 9 (, 17. Riah~s and Remedies Af~er Disbursemen~ of Loan Proceeds. Af~er the disbursement of any Loan proceeds, the Agency shall have the right to pursue any remedy authorized by law or equity or otherwise set forth in this Agreement. 18. Notices. Demands and tommunications Between the Parties. Written notices, demands and communications between the Agency and the EDC shall be sufficiently given if delivered by hand or dispatched by registered or certified mail, postage prepaid, return receipt requested, to the principal offices of the Agency and the EDC. Such written notices, demands and communications may be sent in the same manner to such other addresses as either party may from time to time designate. Any written notice, demand or communication shall be deemed received immediately if delivered by hand and shall be deemed received on the fifth day from the date it is postmarked if delivered by registered or certified mail. 19. Conflic~s of Interest. ( -. No member, official or employee of the Agency or the EDC shall have any personal interest, direct or indirect, in this Agreement, nor shall any member, official. or employee participate in any decision relating to the Agreement which affects his or her personal interests or the interests of any corporation, partnerShip or association in which he or she is directly or indirectly interested. 20. Non-liabilitv of Officials and EmDlovees of ~he Aaencv. No member, official or employee of the Agency or the City shall be personally liable to the EDC, or any successor in interest, in the event of any Default or breach by the Agency (or the City) or for any amount whiCh may become due to the EDC or its successors, or on any Obligations under the terms of this Agreement. 21. Non-liabili~v of Officials and EmDlovees of ~he EDe. No member, official or employee of the EDC or the City shall be personally liable to the Agency, or any successors in interest, in the event of any Default or breach by the EDe (or the City) or for any amount which may become due to the Agency or its successors or on any Obligations under the terms of this Agreement. 02/08/89 3204n/2601/000 -5- , Q 9 ( 22. Books and Records. The EDC shall maintain complete books of accounts and other records of its disbursement and use of the proceeds of the Loan, and the same shall be available for inspection and copying by Agency. 23. Indemnitv. The EDC indemnifies Agency against, and holds Agency harmless from, any losses, damages, liabilities, claims, actions, judgments, court costs and legal or other expenses (including attorneys' fees) which Agency may incur as a direct or indirect consequence of: (a) the making of the Loan; or (b) the KOC's failure to perform any Obligations and as when required by this Agreement. The EDC shall pay immediately upon Agency's demand any amounts owing under this indemnity, together with interest from the date the indebtedness arises until paid at the applicable legal rate of interest. 24. Attornevs' Fees: Enforcement. ( If any attorney is engaged by Agency to enforce, construe or defend any provision of this Agreement, or as a consequence of any Default under this Agreement, with or without the filing of any legal action or proceeding, the EDC shall pay to Agency, immediately upon demand, the amount of all attorneys' fees and costs incurred by Agency in connection therewith, together with interest thereon from the date of such demand at the applicable legal rate of interest. 2S. Assianment. The EDC shall not assign the EOC's interest under this Agreement, or in any monies due or to become due thereunder, without Agency's prior written consent which consent may be granted or withheld at the sole and absolute discretion of the Agency. Any assignment made without Agency's consent shall be void. The EOC recognizes that this is not an ordinary Loan and that Agency would not make this Loan except in reliance on the EDC's expertise and reputation, Agency's knowledge of the EDC, the EOC's status, and Agency's understanding that this Agreement is more in the nature of an Agreement to assist public services than a standard loan where the Agency would rely on security which already exists. 02/08/89 3204n/2601/000 -6- ( ( \ ~ 9 26. Heirs. 8u~cessors & Assians. The terms of this Agreement shall be binding upon and inure to the benefit of the heirs, successors and assigns of the parties; provided, however, that this Section does not waive the provisions of Section 25. IT WITNESS WHEREOF, the Agency and the EDC have signed this Agreement on the respective dates set forth below. -Agency. REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO By: Executive Director ATTEST: Secretary APPROVED AS TO PROGRAM: REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO By: ~t4~ y _ ~FJ7 r ng, Yocca, Carlson & Rauth, Special Counsel to the Agency ~ ...ncy .EDC. 02/08/89 3204n/260l/000 SAN BERNARDINO ECONOMIC DEVELO{LT COUN~IJ:I By: ~(L '/fI&~ -7- Q 9 STIUnT_IJfG, VOCCA, r.......0Jf a B.A:u'l'B .. YJlO. a..81ON1iL CDJlyan &TION "TTO.~.... AT LAW MO ....IIO/IIT CDITD IMIIVK, aunw: teOO flOaT DI"'nCE .. "'0 A-_.---....T' e&ADN, ("..... .POII..... _.0 .1~1 . ~ - _ LL . r I ~ I ~ : ....-ra..v-.-.w -..- ..-- ~ "1IlW'IM . ,..eo ...... -.. -...- 'I'IIOMA8 " ............. -...- ..,.. .. -..... ~Io "'"..... ......... Co ....,.. -...- .....- -..- IIOUIILM Ie ........ ..-- -...- IIOeaIT So -.eM . N!W:" 01. Lo-._ -...- econ &. c: II IIU. ~oI..IIR." -..- -...- .... r. ....t 'PO"'..DO -.......... ~c.~. -..- -..- ...,.... II :t_ eotMLD ............ ...... ~ ......... .... ~..... ........... .CMl\&L.... &AaUIOtU ...... ..- --- &1 .a.~ .... ......P' ~ -- ......... .........",. -...- ..........- _Co r 1._--'- -..-- L.. NIt...OOMN .,....... To PMIlMAJrf ...,..... C ..... -...- ........ A. DOW .Ie: 1--4..."IOCCA uaA.....,..".... -..- ......... Co ""''''I;N ......... &.DUIe& eM'ANT IIONM.II .. .... aLAlIIC:OM ... MICMAA__.... ONDY .. ........ ...... &. --'-'NrM .......-~- "'.'D &llCT......,........ .~ ole...... .~......." '.. -..- - .. ......... ..JC:tIVC..oI.....'1 a-.,. ........ " ......... . fC \ . t VIA FEDERAL EXPRESS To: - ..... Co -.c....... -..- ..- -(7141__ ........- ~ I ~ ~ W'nCa ft' nr __ PM....... . (714).10 na. PM)....... -- eOIllIOfrITlll &f,,"'&ET MN .....NCeRq. CA ......... 'ft:L.IP' ID'.....iU 7ea.oMa1 ..... 1':If ~. ...., ....'q? MS. J. Lorraine Velarde San Bernardino Redevelopment Agency Copies To: Mr. Steven Dukett Dennis Barlow. Esq. Stradling, Yocca. Carlson. Rauth Agency Special Counsel ,~~ By Mark J. Huebsch and Ronald A. Van Blarcom~~ Loan Agreement Between the Agency and the EDC February 8. 1989 ~. From: ( Re: Date: ..---.-----.-....................--.............................. In accordance with your request of February 2, 1989. we have enclosed a draft Loan Agreement between the Agency and the EDC. Please review the Agreement to insure that it reflects the terms you requested. As we discussed with you on February 3. 1989, we are concerned that the loan is, in effect. unsecured. The security referenced in the Agreement consists of a pledge of Industrial Development Bond Issue fees from the Highland Hills and/or perris Hills Development Projects (the fees have been pledged by the City of San Bernardino to the EDC). After speaking with Mr. Ken Henderson on February 5, we discovered that there may still be a dispute as to the amount of those fees and when those fees will be paid. According to Mr. Henderson. the City should receive payment of those fees on May 31, 1989 (your February 2 letter referenced 1 . ," " . f( ( 11II u _ - Jll 1 0" o 9 this date as May 1, 1989). Because uncertainty remains and because the final Twenty-Five TbousandDo11ar ($25,000) disbursement under this Agreement is to be made on June 1, 1989, we drafted the Agreement so that the Agency has discretion to withhold that final disbursement if tbose fees bave not been received by the City on May 31, 1989, Rote that we chose June 30, 1989 as tbe repayment date because it was 30 days from the date that the ezpected fees should be received by the City. Should the EDC default in repayment, the only penalty the Agreement provides is that the interest rate on the unpaid principal Loan amount and any accrued interest increases to ten percent (10\) per annum. As you may recall, because of our concern regarding security for the loan, we discussed further means of securing repayment of the Loan. One form of security would be to require the EDC to ezecute a Deed of Trust against the parking lot property which the EDC owns. It is unclear how much security this would provide. In addition, you have informed us that the Agency has presently offered to purChase that property. After you and the Redevelopment Committee have had an opportunity to review the draft Loan Agreement, please let us know whether a Deed of Trust should be prepared and attached to the Agreement or whether other revisions are necessary. RVB/jak Enclosure , ~~ dl (11 ~ ~V4day ;)- d 1- S1 q -~ :.-- S.B. Oty CouncD puts off decision I on street closures for JDisgJe office · Norton base shutdown may leave city with $1.6 million bill ""'---.w __ oIIIoe we ......... 10 _ IIJ' ~ ..... _ ....-- 1IoDdIt_~lIJ'lIIe"" require IDore ,ubll. trem. - dtJoIIIdeJa..,. tIlriIuP lIIe-. Tbe .llItefJ". ,...,....1 to Ia _ _ ........ lIIe -........e11I1Ntirloia.._. -= . - .... ~ to ...... AIr e v_ W lo....lIIe_ r- ... .... JIMnidoi boo ""'-t......, _ .ICIOAOO leoPen1bod lIIe __ or ftIIId. to tie ....oIDI. d...lo,.e.t ... hID CooINoo. _..... _1o......1t _ 11,._ Hard"a... tlle ell,.", pUblle ."."'--1[, deal..... -~. --_"--10_ "I. .Ie. Oftbe~.od lIIedtJ. _or_hID Itll CoomdI "bonleal'lalw, IlIIhb aIIbI1 lIIet _.... v_ ........LadIut ... Em. wOIl1e ~"_IIIcIIo..... do -.....lIIe -. ...... port.......lIJ'lIIe__ ..,. _ _ JlI'OIIl tbot lIIe dor. __-=--_'............ Tbe___...... -....,...,..........., I- --loput......IIIlWoo... -lIJ'lIIedtJ. . lIIe....... e A_ . '1l18,OOO __ IIerdcreft -........ _... Durt ~c.:iO lIIelllle dtJ pejr '11.000 IIIIIDMl- WYII __ lire opriokIora eJely ... - ...... .... IIPto IodtJ bell. . IIIDilodIo_lIIetwo_ e AII...tod "I.no to tb. S-. lie.... _ _ _ Sea IIenaerdboo COoMoIlao lIIedtJlD1Ibl "-... _lIIe ... VIol..... __ 10 _ two _Itllle..... llleUo .........lIIe_lill-u>- .._---~-.. SAN BERNARDINO - TIle --or"-AIr F..... Bue _lIIe dtJlD1Ibt bo.....J>Il'.U_..._ - .... lIIe ..... .... .... ....... .......1)' et lIIe ..u- IIaWJJto ...... 0IIIee. TlledtJ___ dor........,,_..lIIeAlr F......._...__ of MiD StI'Mt .... "" Jill DI A_"'__et- teeboollle_....... .....--.11 ~ an EIther ...... dolllclllleAlrF__'t_ vIcIecI eDOuIb IoIlInoIIIIoo .. lIIe pra..... "" Air F_ oIIIdeJa _ lIIe -..0 1eIl,... _lIIe I'edenoI ---*.... -...-.-- lIIe_..._ -BeoicIenUeJ _ .... lIIe I I I i I , I I , I ~ o o C I T Y 0 F SAN B ERN A R DIN 0 INTEROFFICE MEMORANDUM 8902-1001 TO: Mayor Evlyn wilcox Members of city Council FROM: Council Office, Ward Four SUBJECT: Community Marketing Program DATE: February 1, 1989 COPIES: ------------------------------------------------------------- The following is a progress report on the Community Marketing Program: 1. At this time the Economic Development Council has nine project cases that they are working on for new commer- cial and industrial firms wanting to come to San Bernardino. 2. These efforts or new for expansion. firms do not represent business retention site locations for local firms seeking sites 3. Two meetings were held with volunteers that will be assisting in the task force and fund raising campaigns to formulate a task force volunteer list. Potential volunteers will be contacted within the next two weeks so that a firm task force list can be developed. If any Councilmember has recommendations for persons or firms to be contacted for this effort, please contact me. 4. A draft timetable is attached for your information. The timetable is a working document that will be updated by the task force and interim committee every two weeks. 5. An analysis of the items necessary to clean up the legal affairs of the current EDC is being prepared and the legal action list for the new regional marketing committee is being established. There does not appear to be any critical items in this area. 6. A current financial report for the EDC is attached and, additionally, a number of informational letters are attached on the topic of successful fund raising efforts in other communities for your review. 7. I am recommending tinued on an interim basis for new businesses. that the EDC newsletter be con- as it has generated over 100 leads K-J ~~7 o 0 INTEROFFICE MEMORANDUM: 8902-1001 Progress Report - Community Marketing Program February 1, 1989 Page 2 I am also recommending the immediate startup of the electronic bulletin board property information system. This system is simply a tool whereby commercial building owners and commercial property owners who wish to have a listing of available resources placed with a central agency may do so. This tool has been used very successfully in many communities and its chief advantage is that, when inquiries are received by the marketing committee inquiring about the availability of land or a particular size or description of a building, a central file will be available to answer those inquiries. The property owner pays a fee for this service that makes the service self funding and revenue generating and this addi- tionally gives the marketing representative immediate access for a response and a tool to begin the selling job to acquire new businesses. ~I~ MICHAEL MAUDSLEY Councilman, Fourth Waro MM:jv Attch. o o Editorials Tilt au" 41 __ WEDNESDAV, January 25, 1989 .- New marketing idea ~~ldsg~dprol11ise - San Bernardino is following a good mod- el In using the successful Keep Riverside Ahead as ita pattern as it seeks to put togeth; er a new regioDal marketing agency. , The city 'council moved toward that goal by agreeing to scraP Its Economic Devel- opment CouncIl and create the new market- Ing agency similar to'JUverside's. The counell voted to loan $100,000 to the Economic Development CouDcll 10 that It "c.n, stay 'afloat :umIl' the San Bernardino 'Area Chambe(,4If' Commerce can, create 'a ' "new IndepeJi~fUcceasorto the E DC. The IntentIons behiDCI1he plan seem ad- mirable. The EDC has not bad a partIcularly luslr9us histol')', and has seemed In recent yean to be all but def\1Dct. c <. :,' . ;,' -' The conCept offorDuq ~ new market- , Jng approach seems to be a promising one. .' ',Let us hope It Ie sueeessl\d In 'meetIng Ita !suppo~n' expectatIOIlL , . , " 6litAl~~. o loa 721. ~ Junc\iOfl. CDID.... 1110213D31 ~1.o71O _c.-.__ c. December 5, 1985 Mr. Jim Bullion, Sr. Vice President National Community Development Services, Inc. 3155 Roswell Road, N.W. - Suite 150 Atlanta, GA 30305 Dear Jim, Last November when you presented our council with the results of your survey, assuring us that a fund drive for $1,500,000 would be possible, our group was very skeptical. The decision to go with NCDS was made. The fund drive was started. The goal was reached and even surpassed. The detailed plan and the very competent people assigned to work with uS really made the Whole program successful. As Chairman of our group and having had no previous experience with fund drives, I was glad to see the plan unfold day by day. It's always nice to know what's going to happen next. ( '- Again, I want to thank you for a very successful fund drive. Sinc ( o Rod R. Robertson, C.I.D. Director - Economic Development ( August IS, 1986 Mr. James F. Bullion, CCE Senior Vice President NCDS 2507 Anaconda Maitland, Florida 32751 Dear Jim: We are ecstatic about exceeding our $1.2 million goal for the Partnership program on schedule. I understand that Jerry Robison has provided you with copies of the full-page ad that we ran in several papers touting our success and thanking all those persons involved. Now comes the fun part, being able to launch those pr09rams so critical to ( Scottsdale's future economic well-being. I cannot be sufficiently complimentary of the NCDS process and staffing assigned to our project, enabling us to achieve our goal. Raising big dollars is never easy and there were many occasions when we didn't know if we would be able to overcome several major road blocks -- but it all came together at the right time. Jim, thanks for all of your personal support and guidance during the course of the campaign. Best wishes, s:? Rod R. Robertson. C.I.D. Director - Economic Development RRRlsf ...."",,# ~ #II(U'\~ .< -4-........ A= ~_1I -_M~MBER .. 7333 Scottsdale Mall. P. O. Box 130. Scottsdale. Arizona 85252. Telex: 6835005 Intelex Scat. (602) 945-8481 NeaS'> o NATIONAL COMMUNITY DEVELOPMENT SERVICES, INC. 125 Super-Fund Uses To stir your own creative thinking. we have listed 125 programs and projects which can be funded in your community through a Chamber-organized funding program. ECONO~IC DEVELOPMENT Plan and design for an industrial/office park Purchase property for industrial/office park Design and construct speculative buildings for new industry Industrial potential study (Fantus. etc.) National advertising in business media to attract new' investment Economic development staffperson(s) Service to existing industry to encourage expansion/retention Minority business development (MESBIC. etc.) Convert old airfield to industrial use Out-of-town calls program (travel and expenses) to Ld. prospects Lease/purchase equipment to train workers for new industry Conduct existing industry needs analysis Wide Area Telephone Service (WATS Line) for industrial prospect phone calls International trade missions to seek reverse investment. sell local goods Direct mail campaign to target industries Convert available vacant building to "industrial condominium" Expenses for visiting prospects Seed money for water-sewer extension SMALL BUSINESS DEVELOPMENT Stage a "Small Business Expo" Hire a small business services staffer Recognize and honor small business achievement Establish special news bulletin for small business management Seed money for small business investment corporation Underwrite seminar proaram for small firms COMMUNITY DEVELOPMENT/URBAN AFFAIRS Career education, Career Expo, Career Days Free enterprise kits provided to schools Develop area Councils of geographically arouped members Establish a chair of Free Enterprise at local coUege Underwrite study of crime impact and solution Law Officers Appreciation Week; awards and recognition Business & Industry Appreciation Week MasslRapid Transit study, promotion or development Leadenhip Development Program (staff and operation) Establish" Adopt A School" and "School Without Walls" programs Expand staff in Education and related functions Recognize outstanding educators "Scholarships" to teachers for work in summer private enterprise jobs Medical facilities assessment for community Long-range community planning Fire Prevention and Safety campaigns Pollution abatement program Energy conservation campaign Summer concerts in parks/neighborhoods Neighborhood and commercial street lighting Endowment for "Business in the Arts Councils" Historic preservation Fund plan and feasibility study for community arts center Establish annual Legislature "Fly-In" to Washington Pay for U.S. C of C Biznet hookup and operation ORGANIZATION DEVELOPMENT AND OPERATION Fund staff training and development (Institute, seminars, advanced degrees, etc.) Pay for EOP (computer) system lease, purchase or service Provide automobile(s) for needed departments and functions Funding for "intern" program to augment staff Update phone system Purchase graphic duplication equipment, offset press, etc. Add full-time audio visual, photographic and briefing center staffer Overhaul newsletter format and style; improve quality Produce public service announcements telling the Chamber story Pay for outstanding speakers for annual meetings, other functions Survey members and community re: problems, opportunities, needs Purchase new plaques for members Create a new Chamber logo and graphic image Design and produce a Chamber orientation/sales audio visual Add full-time membership stafffor sales and service Establish "Member Hotline" service Lease/purchase an "automatic typewriter" Retain needed professional consultants when necessary Upgrade staff salaries to remain competitive RESEARCH AND PUBLICATIONS Manufacturing Wage Rate Study Cost of living Analysis Transportation Needs Study Wholesalers and Manufacturers Directory Area prof'lIe publications (labor, natura1 resources, manufacturing costs, etc.) Housing and livability publications Newcomer welcome publications and kits Expand Research Library facilities Create community Economic Data Bank (EOP) Hire fuD-time Research Director o DOWNTOWN DEVEWPMENT Master plan for Downtown Special street lighting Develop vest pocket parks Finance an exhibits. special events and festivals Parking development Pay for supplies and promotion ofa "Shop At Home" campaign Fund a feasibility study for a new downtown convention-quality hotel Anti-litter campaign. trash cans. signs. etc. Pay for benches and planters Promote new image for downtown to area residents Artists rendering/conceptions of storefront remodeling Erect promotional displays in empty storefront windows Create and fund Downtown Development staff position Fund design and other costs of sign age improvement VISITOR AND TOURIST PROMOTION Print and distribute new color brochures to State Welcome Stations Build visitor welcome center(s) and fund staffing and operation Purchase a mini-bus and operate a tour service Finance trips to solicit conventions. trade shows and increase tourism Support the operation of a traveling Ambassadors of Goodwill Corps Produce TV and radio commercials for local/regional or larger exposure Build a traveling exhibit for use in tourist promotion: fund its operation Festival and special event funding (Aqua Festival. Winter Carnival. etc.) Upgrade quality of material and service to newcomers and inquirers o Increase stall' for convention/visitor sales and service Furnish name tags. brochure covers and other services to conventions Pay for a top quality convention solicitation film Expand visitor service space or create new kiosks Training for local hospitality employees COMMUNITY PROMOTION Produce an 18-minute film about the community Design and print new color brochures about the community Develop a flexible audio visual (slide show) about the area for local showing Purchase projectors and other audio visual equipment for the Chamber Retainer fees for public relations firm Launch a community pride program aimed at generating confidence and enthusiasm locally Create a Chamber/community news bureau with slides. photos and information Erect billboards promoting the community statewide Finance start-up of community magazine or augment existing publication Taxicab driver education program CAPITAL IMPROVEMENTS Remodel existing building (new reception area. conference room) Replace worn out furnishings and equipment Plans and architectural design for a new building Purchase site for new building; site preparation New Chamber building Design and erect new Chamber sign(s) Landscape areal s) around Chamber building or offices Build full-service audio visual briefing center Increase parking at Chamber quarters Evan Nolte, Executive Vice Presi- 0 dent, Sioux Falls Area Chamber 0 Commerce, talks about a develop- ment funding system that worked for Sioux Falls. "$1.4 million for jobs" "We nee.kd to raise $1.4 million to support economic development and bring mPfe jobs to the Sioux Falls region. E-ut first we had to develop a focused al'Proach. "Some "'f)' high-test business lead- ership in Macon, Denver, and other cities had found NCDS to be totally credible. So we went to NCDS for their expoerience and their knowledge, their per.;pective." "Still coming in" "We started with a feasibility study, which really helped us determine if the business community would sup- 0 port the program, and what element of it were most important to them. "Then we developed a strategic mar- keting plan. That got more people involved and convinced them that this would be a results-oriented pro- gram. "The NCDS feasibility study said we could do better, but we set a goal of $1.4 million. Well, we ended up rais- ing in excess of$1.8 million, and the money is still coming in. "We finished $400,000 over goal, and under budget, in just 78 days." a "NCDS was as conscious of the cam- paign operating budget as we were, and they kept within it. We finished under budget. "There's something else. We needed to get the fund raising finished between two other major drives here, including an ambitious United Way campaign in the fall. NCDS helped us coordinate with others and we got it done in 78 days. " "Partners for more than a year" "This truly was a team effort. Jim Bul- lion came in and did the feasibility study and then Howard Benson directed the development of the stra- tegic marketing plan. Counting all the planning time, we were partners with NCDS for more than a year. "Another plus for NCDS: Their staff people have chamber management and economic development back- grounds and the ability to deal effec- tively with community leaders. Russ Bateson, the project manager, on-site here in Sioux Falls, worked well with more than 200 volunteers raising money, and with the staff from two different organizations-the Cham- ber and the Sioux Falls Development Foundation, our community develop- ment corporation. Russ provided the strong organization needed to keep the program on track. "NCDS does development funding on a flat, contractual fee basis, so you know what the cost will be. That also gives them added credibility with business leaders. "We don't think of NCDS as just fund raisers, though that's part of it. They're a complete service com- pany-marketing, economic development, and fund raising. . Give NCDS a caD We'll send you a full report on Evan's success story and others. Or ask about our membership development pro- grams for Chambers and Chamber Execs who think bigger. NeBS 3155 Roo....u Rmd. N.W. Suite ISO Atlanta, GA 30305 (404) 231.0730 o '-.e AI' o '1lhe tlit'ginian-llilot EdItorials The Portsmouth story , A city with an Image problem Is also a , city with a morale problem. If Portsmouth residents are as down on their bomelllWD as Chamber . of Qtnmerce officials believe them to be, It would be well to live them reason to feel otherwise. The questJon Is whedler the proposed remedy, a SIIStaIIled effon to can attentJon to the city's assets, would wort. It could. The BaltJmore example Is InstructJve. For much of Its hIsiory, BaltJ. more was that blue-collar lOWII you passed through or by as quickly as possible on the way between Washington aIicI New York. But now It Is the city of the reborn IDner Harbor - the proud P"$f....sor of Harbor. place, a breathtaking aqUarium, a brII1iaDt science museum. BaltJmore was alwa)'l better tbaD Its detractors said. But Uke many agIq c:or, cities, It rapidly cIec1Ined as mldtl1e-dua AmerlC&llS ftooded suburbta, tbeJr rejeccba of urtlan Ufe aided by federaJ policies tbat. sped constructlon of fJwwa)'l &lid tract houslna. BaltJmore's popuJatJon ___ older and poorer. The city developed Jmaae &lid morale problems. Jt 110 Ion&er lias them, however. There is a DeW spirit In BaltJlIIOre. It is obvtousln the pride with which those who Uve In and around tile city talk about It. ~is, Atlanta, PhIladelphia &lid many atber urtlan centera had been similar. Iy transro. u...c1 eari1er. Such . transtorma. tIoD Is IIOW wen"'dvanced In Norfolk, to the city', profit. It may be Portsmouth's turn to feel better .bout Itself, panlcularly since much lias happened, and cantJnuec. to ha~ pen, to Improve the city's .ppearance and ItreIlBthen Its economy. . The Portsmouth chamber Is consider. inB an expenditure of perhaps $2 million, raIsecI from private sources, to tell the Portsmouth 1lOry. To the city's citizens. To vlsltora.. To Deigbborin& cities. To t:pJ1IOra- lions Iookllll .round for . place to I &ettle. That story sbouId be presented In . l'eSOIIIldInsIY positive way. Portsmouth lias · .stnIII& pubUC<<IIoo/ system. The Old Towne conservation district Is . coIlectJon of architectural &emS, and the city lias tour other hlstorlc dlstriClll as well. DownlllWD Portsmouth and Its waterfront .re beinB l'&o Cl'eJted, however slowly, and the .rts cen- ter, sports ball of fame, chlldren's museum .and Daval museum are all worthy .ttrae. lions. Much 01 die subltandard bouslna that blJ&bted PortsmoutIl bas been IIIppIanted by .ttractlve ... residences. Portsniouth Naval Hospital and tile Daval IbIpyard are very substaDtIaI federal Inst&Uations that draw .....".nds of viii- tora. PrIvate &lid pubUc beaJth facilities have formed . medlcaI-part cluster lllItIlde the naval bospItaI pte, . deveIopmeat that bas created IIWIy ... jobs. Portsinouth wouJd do wen to remlDd It8eIt &lid others of Its .Ct:OIIIpliabments as weD as Its ..... Some ror-r Portsmouth residents who have .c:Ideved fame ..... wbere mfIbt wdcaI.... . """_ to urae ~ resldeDts to take pride In tbeJr city &lid Its potential. FeIiIl RoIIatyn, the fIDan.. c:Ial wizard who pIded New YOlt City from the.brin1 01 IIubvpccy to 1OIvenc:y, and IntematbWly .......Imed des!per Perry EUis CllIIIe to mlDd. The Portamouth c:bamber la rJabt to explore tile merits of marketJna P0rts- mouth to Its own c:Itlzens and others, pro. Jbotlna positive Jmaaes to nab against negative ClIIeI. It aJUId do woncIera for morale, and pique Investors' Interest too. o Cormty of Kir,w,tH 0 ECONOMIC DEVELOPMENT COUNOL FOUR DEARBORN SQUARE . Suite B k.anbIcft. DIinois 6OlJ01 815-93>1177 1-<<10-444-2732 September 19, 19&8 Mr. Jim Bullion Nat10nal Commun1ty Development SerV1ce 3155 Roswell Rd., Suite 150 Atlanta, Georg1a 30305 Dear J1m, As we approach the Victory Celebrat10n of New Hor1zons United, I aga1n want to express my thanks, my appreciation, and st111 my surprise at the incred1bly successful fundraising effort which took place here in Kankakee County. Last week, I had an opportunity to speak to a large group and one the focuses of my presentation was the Fantus study which was completed last October and which recited in one sect10n, 'unity with1n Kankakee County seems nearly impossible and of all the communities in which we had ever worked, none were as divided as Kankakee". Yet here we stand today, Jim, at $1.3 million some 30' over our goal and a strong probab11ity of going as much as SO, over our goal by the end of the year. When you came in you 1ndicated that NCDS had an incredibly h1gh percentage of successes and I am certainly here to tell you that what you have done in Kankakee County is a tremendous success and was accomplished under some of the most difficult conditions that I have ever experienced. It appears that congratulations are in order for all of us, but particularly to you and Ed Alberty who as our proJect director forced us to focus on the goal and let everything else fall in behind. If I do not see you beLore. Jim. I am sure 1 will see you in about thirty (30) months when we reignite this candle and do it allover again Lor our continued economic development plans. Respectf ~.~- President/CEO ~--- ~--- ~-- New Horizons United "'-: ~ 0.... '. .0.... - ... ~ . ....... SECLTJlITY BANK AND TRUST COMPANY OF' ALeANV ALBANY. GEORGIA :J1702 ROGER 1... rARRAR ~"J;.'OI"'T August 22, 1988 Mr. James F. Bullion Executive Vice President National Community Development Services, Inc. Suite 150 3155 Roswell Road, NW Atlanta, Georgia 30305 Dear Jim: The Vision '92 campaign is winding down now and it is my hope that we finish by mid-September. As you are aware, we are ecstatic about the results: We have now exceeded $1.4 million in total pledges and still have over 200 cards out. A million and a half is certainly possible if not probable. As I remember, you said early on that $1.5 million is what we should shoot for. The purpose of this letter is to tell you how much I, as the Campaign Chairman, appreciate your organizations' work in making our campaign a rousing success. Specifically, I want to tell you how much I enjoyed working with Bal Kramer and what an excellent job he has done. Bis approach and performance has been absolutely outstanding. He literally took over the day-in day-out management of the campaign, allowing me the luxury of a lot of productive direct calls and to be a cheerleader for the rest of the group. The division and group leaders took immediately to Bal and he handled all of their needs throughout the campaign. Jim, a lot of things had to come together for this campaign to be as successful as it has been and there is no question that NCDS was a critical player. The . , " "'0'" " .~ .-" o '" .... Mr. Bullion -2- August 22, 1988 ....... early-on feasibility study done by you and your associate set the stage and Hal's performance helped us bring off a vitally needed program for this city: Best personal regards. RLF/jrc ~. '-;--. .. .. '. ~ o .. . h 0- GREATER PINE BLUff OIAMBEROfCOMMERCE iii ACCREDITED -.- ..........,u.... .,......"...... .. JIM BERRY, CCE/CID September 19, 1988 P'Nident Hr. Jim Bullion, ExecutiVQ Vice Preaident National Community Development Servicea, Inc. 3155 Roawell Road, N. W., Suite 150 Atlanta, Georgia 30305 Dear Jill: From start lo finiah, NCDS has done an exceptional job of leading ua through lhe 1I0at succeaaful economic and community development fund drive in Pine Bluff's hiatory. When we firat auggeated a lIegafund drive aa a solution to the Chamber and Induatrial Foundation'a dire need for additional funda, cOllmunity leadera were positive but had reservationa about how lIuch we could raiae; whether we needed a profeaaional firll; and why we needed a feaaibility atudy (another blankety-blank atudy) . Ji., thanka to your experience and the akill and profesaionalia. of Jack Curran. who did our feaaibility atudy and Graa Hopkina who did an outatanding job aa our project director, we have exceeded an ambitioua goal of 51,000,000 by 50~. Now that we have completed our drive, I would like to addreaa ao.e 01 lbe queationa tbat our leaderahip had initially and give ay view of our experience. Firat. how auch can we raiae. Si.ply, we bad no idea. One thing waa for certain, we did not want to aet an arbitrary goal and fall ahort and da.age our emerging credibility. Study waa a dirty word becauae we had done ao .any diverae atudiea in the paat and they were gathering duat in '.0. lOX 5069 . .INE IWFF, Aa 7..11 . SO.-5SS...... " ~ 1 o 'c)' .iIj ~ GREATER PINE BLUff OIAMBEROfCOMMERCE iii ACC.r.DITI!D -.- ......., .'-."., ..........".." ." --......... " soaeone's closet. "aybe the feasibility atudy should be called a "fund raiaing proof" because thst ia what it was for us. The aoney we spent testing the project areas thst our cOMMunity would support and testing the projected level of support gave us the confidence to aake the drive a aucceaa. Secondly, should we do it ouraelves or hire a professional :firm? I am comfortable that we could have raised 8400,000 to 8600,000 without NCDS, but there is no way we could have raised 81.5 aillion. Finally, our leaders felt we were prepared and wanted to shorten the recoaaended tiae of the drive to save money on conaultation. As you know, we extended our Use o:f Graa'a tiae twice because it just takes tiMe to aet the drive up properly and thia planning tiae pays off handsoaely in the later atages of the drive. Aa a result o:f our drive, we editorials ~n three aajor treaendous coverage in atatewide have had positive newspapers and tv new.. Thanka' , J ~ CCE/CID ptta~:~~~ . Greater Pine Bluff Chaaber of Coaaerce JB/j '.0. lOX 5069. P1Nl IWff,AI 71611 .501-555.0110 JI o o SAN BERNARDINO ECONOMIC DEVELOPMENT COUHCIL OFFICE OPERATION 90 DAY BUDGET PROPOSAL FEBRUARY 1, - April 30, 1989 Salaries Director Secretary $11,000 $ 6,000 $17,000 Employee Benefits Director IRA Health Insurance Auto Allowance $ 500 $ 900 $1200 $2600 Payroll Taxes Ren~ Office ($1,364 per month) Mail Machine ($55.12 per month) Telephones ($81.17 per month) Telephone Insurance Office (Premium due March 1, 1989) Directors & Officers (Premium due April 1, 1989) Postage Office Supplies Prospects/Travel Legal Accounting (Tax Preparation) Board Meetings TOTAL OFFICE OPERATION $17,000 $ 2,600 $ 5,400 $ 4,500 $ 750 $ 1,100 $ 2,600 $ 150 $ 500 $ 500 $ 500 $ 300 $ 50 $35,950.00 o o January 26, 1989 EDC FINANCIAL CONDITION REPORT Bank Balance as of August 31, 1988 $19,080.00 eac Deposits in September 20,766.00 October 41,555.00 November 1,800.00 December 23,988.00 ~A~ 81 R".~RI)I~<l January 19,430.00 i. -i: () ~ () ~\1 I C $107,539.00 1~1'\;i t"'t'JlitY~l C (l'll :\; 't- 1 I Sub Total $126,619.00 Expenses for September 23,877.00 1111 ~"rlh -n" ~lrn'l. '1111\' 4~1I October 30,806.00 ~.1I1 hcrn.uJIn", LA "'24111 November 11,011.00 /'0'14:, lHI.41:- l(.1n,,':"II':"'; RJ)I.\" (1\\ December 13,462.00 January 13,226.00 Sub Total $92,382.00 Bank Balance as of January 26, 1989 $34,237.00 4 - W:!.. .M1 o o SAN BERNARDINO ECONOMIC DEVELOPMENT COUNCIL LIMITED MARKETING BUDGET 90 DAY PROPOSAL FEBRUARY 1. - APRIL 30. 1989 National Community Development Service Survey (Fund Raising Survey) $15.000 Ellis and Associates Services ($4.500 x 3) $13,500 $18,720 Marketing Newsletter 3 issues (11,500 copies - $4,500 x 3=$13,500) Postage ($1,500 per issue x 3=$4.500) Labeling/Bundling ($240 per issue x 3=$720) Slide Program Script Writing ($2,500) Added Photography ~l,OOO) Computer Designed Slides ($1,025) Voice Talent Final Production ($750) Create 2 Videos from Slide Show ($750) $ 7,025 Electronic Bulletin Board Advertising Flyer (Printing and mailing) $ 50C Targeted Business Promotion and Travel $ 500 TOTAL MARKETING BUDGET $55,245 ". , _l. I; : . 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