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190523 BIA AGDTillsonburg Business Improvement Area Board Meeting – Agenda - Thursday, May 23rd, 2019 7:00 am breakfast, 7:30 am meeting – Carriage Hall – 25 Brock Street West, Tillsonburg 1.CALL TO ORDER: Determine if a quorum is present. Time: __________ Members present: Members absent: 2.ADOPTION OF THE AGENDA: a.moved by:___________________ seconded by: __________________ 3.ADOPTION OF THE MINUTES from the meeting of April 25th, 2019 a.moved by:___________________ seconded by: __________________ 4.DELEGATIONS: i.Patty Hayes – Page by Page Consulting – future direction of the Tillsonburg BIA; ideas for implementation; best practices & general discussion. ii.Kevin Deleebeeck – Director of Operations, Town of Tillsonburg – additional accessible parking stalls in the BIA downtown zone – presentation and review by the board. 5.TREASURER’S REPORT – D. Rasokas a.April 2019 First Ontario bank statements. (Attached) b.Funds as of April 30th, 2019: $234,388.87 c.Financial reports. (Attached) d.Notice given to FirstOntario about the change in banking to CIBC. ED hand delivered the banking resolution to the Branch Manager. 1 e. CIBC has opened the new accounts as at May 17th, 2019. All signing authorities are in place. ED hand delivered the banking resolution to the Branch Manager. ED has received the new CIBC debit and credit cards. f. The Town of Tillsonburg has received the new CIBC ccount info for EFT - which was hand delivered to the Director of Finance on Monday May 13th. 6. COMMITTEE REPORTS: a. Beautification: i. Plan is proceeding with implementation. Awaiting delivery of remaining tables and chairs. All planters, potted plants, furniture and décor items will be installed beginning Saturday, May 25 continuing on Sunday, May 26th with final touches on Monday, May 27th. We will be beautifying Brock Street for the Fitness Event. ii. Need to have 2 pick-up trucks and one flat-bed trailer. A Genie boom would come in handy. We need about 20 people to assist distributing the various items in addition to assembling the tables, patio bases, etc. iii. There are still some trees, tree grates and tree guards that need to be removed prior to Monday, May 27th. I need someone who has a chain saw, rope and ability to remove trees. The removed items will be deposited at the municipal parking lot located immediately adjacent to Avondale United Church and will be picked up by the Town of Tillsonburg. - Need to solidify volunteers for the upcoming weekend to include the following duties/tasks: change banner brackets; install street furniture; install smoking control devices; erect fencing – fill with water; etc. 2 b. Communications & Promotions/Report from Events and Marketing Co- ordinator: i. There was a Promotions committee meeting held at the BIA offices on Friday, May 17, 2019. Reminders: Fitness event on Saturday, May 25th on Brock Street – closed from Broadway, easterly to Harvey. ii. Sidewalk Sale Days – May 30, May 31 and June 1 – posters have been created and the event is being marketed through social media, e- mail blasts and poster distribution. iii. Promotions calendar has been updated. iv. Verbal update. 7. EXECUTIVE DIRECTOR’S REPORT: Most of my schedule has been dedicated to readying the beautification plan for implementation. There were a number of supplier-caused issues which have all been “Plan B’d”. a. ED/EMC have been attending Turtlefest meetings. b. ED met with Museum Curator on plans for Canada Day. The town will be giving the BIA one slab cake for the Bridge Street block party on Canada Day. c. ED met with David Calder and Senior Staff to follow-up on outstanding issues and concerns. d. ED & EMC attended the Chamber of Commerce Awards of Excellence on May 9th. e. ED attended the Celebration of Life for Paul Weaver on Sunday, May 19th. f. ED met with PSB Chair Scanlan & OPP Detachment Commander Hymers on Thursday, May 16th. g. ED met with Town CAO Calder & Tillsonburg Legion Executive Member Dianne Hodges on Monday, May 13th to discuss the Broadway 3 Plaza/Cenotaph beautification plan. The Legion is supportive of our plan; did not object; will not pay any of the costs & wants us to report back on if the plan worked. h. ED/EMC have already begun the process of working on budgets and business plans for 2020. ED suggests we need to solidify our “requests” for any town support for 2020 prior to their budgeting process commencing. 8. OTHER BUSINESS: a. Renaissance Restorations: follow-up to ongoing dispute. b. BIA needs to make a presentation to council at one of the upcoming meetings in June. Would be great to see board members attending the presentation we make as a sign of support and solidarity. 9. NEW BUSINESS: none 10. ROUNDTABLE: at the discretion of the board members present 11. NEXT MEETING – Thursday, June 20th, 2019 at Carriage Hall – 7:00 am breakfast, 7:30 am meeting 12. MOTION TO ADJOURN : a. moved by:___________________ b. seconded by: __________________ 4 Website: www.FirstOntario.com Telephone Banking: 1-888-520-2301 Statement ID Statement Period Branch Address City Postal Code Phone Page 346387 April 1 - April 30, 2019 157 Broadway Tillsonburg ON N4G 3P7 1-800-616-8878 1 of 3 TILLSONBURG BUSINESS IMPROVEMENT AREA 20 OXFORD ST TILLSONBURG, ON N4G 2G1 Earn eye-catching interest on your first eSavings account You’ll do a triple take when you see how easy it is to open your new eSavings account and earn 3.25% for the first 90 days. Take advantage of this limited time offer before time runs out. Open an account online today at FirstOntario.com/esavings or visit a branch near you. Conditions apply. BUSINESS FLAT FEE Account#: 415220 No. of Cheques: 4 Owner: TILLSONBURG BUSINESS IMPROVEMENT AREA Date Activity - Description Debit Credit Balance Balance Forward: 87,705.86 Apr 02 Cheque #2337 248.60 87,457.26 Apr 04 Cheque #2338 3,817.66 83,639.60 Apr 06 Cheque #2340 1,432.65 82,206.95 Apr 12 Cheque #2336 11.16 82,195.79 Apr 30 Charge - Capitalise MONTH END SERVICE CHARGE 25.00 82,170.79 SHARE Account#: 415219 Owner: TILLSONBURG BUSINESS IMPROVEMENT AREA Date Activity - Description Debit Credit Balance Balance Forward: 80.00 BUSINESS INVESTMENT SAVINGS Account#: 420645 Owner: TILLSONBURG BUSINESS IMPROVEMENT AREA Date Activity - Description Debit Credit Balance Balance Forward: 87,123.76 Apr 30 Interest - Capitalize 14.32 87,138.08 BUSINESS ESCALATOR 8 Account#: 970849 Owner: TILLSONBURG BUSINESS IMPROVEMENT AREA Maturity Date Issue/Renewal Date Term Interest Rate Accrued Interest February 20, 2021 February 20, 2019 24 MTH 1.8000 compounding 224.38 Date Activity - Description Debit Credit Balance Balance Forward: 65,000.00 If there are any discrepancies on your statement, please contact us at 1-800-616-8878 or visit one of our branch locations near you.0029125 0012729 Lose the paper – it pays to switch to eStatements We're offering extra incentive to go paperless. Enjoy convenient, secure and fast access to your electronic statements through online banking. Opt out of paper now and we'll donate $5 to the Bruce Trail Conservancy. Visit FirstOntario.com/paperless for more details. FirstOntario Credit Union. STATEMENT ID 346387 / April 2019 / Page 2 of 3 0029126 FirstOntario Credit Union. STATEMENT ID 346387 / April 2019 / Page 3 of 3 0029127 April 2019 April 2018 INCOME REVENUE 4000 Donations - GRK 3,800.00 4100 Taxes - regular 4110 Taxes - other 4120 Taxes - write-off 4150 - AGM 325.00 4450 Interest Income 14.32 6.32 4600 Share Dividend 5.00 Total REVENUE $ 14.32 $ 4,136.32 Total Income $ 14.32 $ 4,136.32 GROSS PROFIT $ 14.32 $ 4,136.32 EXPENSES 8000 SPECIAL PROJECTS 8100 Electronic Bulletin Board - Maintenance Total 8000 SPECIAL PROJECTS $ 0.00 $ 0.00 BEAUTIFICATIONS 5200 Benches - Repairs & Maintenance 3,844.97 5550 Keep Downtown Beautiful 5750 FIP Total BEAUTIFICATIONS $ 0.00 $ 3,844.97 MARKETING/PROMOTION 6100 Office/Meeting exp 6200 General Advertising 638.12 6600 Block Party Turtlefest 3,000.00 Total MARKETING/PROMOTION $ 638.12 $ 3,000.00 OPERATIONS 7000 Bank Service Charges 25.00 25.00 7011 AGM Meals, hall rental 7150 Executive Director 3,333.33 7160 Additional Contract Work 769.20 7200 Accounting - Professional GRK 7,050.00 7210 Bookkeeping 120.00 120.00 7450 Office Expense 368.60 7460 Telephone Expense 77.65 7500 Computer and Internet Expense 7650 Rent Total OPERATIONS $ 4,247.53 $ 7,641.25 Total Expenses $ 4,885.65 $ 14,486.22 PROFIT -$ 4,871.33 -$ 10,349.90 Total Tillsonburg BIA Profit and Loss Apr-19 Actual YTD 2019 Budget Budget Remaining Income 4000 Donations - GRK 2,000.00 2,000.00 4440 Transfer from Reserves 11,064.00 11,064.00 REVENUE 0.00 4100 Taxes - regular 21,828.56 136,621.00 114,792.44 4150 AGM 287.62 200.00 -87.62 4200 Donations - Sobeys 2,500.00 2,500.00 4350 HST Rebate 15,000.00 15,000.00 4450 Interest Income 46.83 360.00 313.17 4460 Interest from Surplus 1,260.00 1,260.00 4470 Interest from Tax Adjustment Continguency 600.00 600.00 4750 Urban Design - FIP Program 25,000.00 25,000.00 Total REVENUE $ 22,163.01 $ 181,541.00 $ 159,377.99 Total Income $ 22,163.01 $ 194,605.00 $ 172,441.99 Gross Profit $ 22,163.01 $ 194,605.00 $ 172,441.99 Expenses 8000 SPECIAL PROJECTS 0.00 8100 Electronic Bulletin Board - Maintenance 69.95 500.00 430.05 Total 8000 SPECIAL PROJECTS $ 69.95 $ 500.00 $ 430.05 BEAUTIFICATIONS 0.00 5000 Christmas Lights & Decorations 750.00 750.00 5100 Trees 2,000.00 2,000.00 5150 Hanging Baskets Watering 5,000.00 5,000.00 5200 Benches - Repairs & Maintainanc 5,500.00 5,500.00 5300 EBB Restoration 10,000.00 10,000.00 5550 Keep Downtown Beautiful 1,500.00 1,500.00 5750 FIP 9,000.00 50,000.00 41,000.00 Total BEAUTIFICATIONS $ 9,000.00 $ 74,750.00 $ 65,750.00 MARKETING/PROMOTION 0.00 6050 BIA Business Directory 100.00 -100.00 6100 Office/Meeting exp/Sundry/Phone 27.18 -27.18 6200 General Advertising 788.88 5,000.00 4,211.12 6300 Christmas Promotions/Crawl 168.00 4,000.00 3,832.00 6350 Seasonal Promotions 5,000.00 5,000.00 6500 Santa Claus Parade 1,250.00 1,250.00 6600 Block Party Turtlefest 3,000.00 3,000.00 Total MARKETING/PROMOTION $ 1,084.06 $ 18,250.00 $ 17,165.94 Total 2019 Tillsonburg BIA Budget vs. Actuals: 2019 Budget January 1 - April 30, 2019 April 2019 Budget vs Actuals 1 Actual YTD 2019 Budget Budget Remaining OPERATIONS 0.00 7000 Bank Service Charges 100.00 250.00 150.00 7011 AGM Meals, hall rental 320.81 -320.81 7050 Debt Interest 3,677.00 3,677.00 7100 Mileage 250.00 250.00 7150 Executive Director 13,333.32 40,000.00 26,666.68 7160 Additional Contract Work 2,115.30 10,000.00 7,884.70 7200 Accounting - Professional Fees 4,520.00 4,520.00 7210 Bookkeeping 480.00 1,440.00 960.00 7300 Debt Principal 11,500.00 11,500.00 7350 HST Expense 20,000.00 20,000.00 7450 Office Expense 506.19 2,000.00 1,493.81 7460 Telephone Expense 500.00 500.00 7500 Computer and Internet Expense 419.92 0.00 -419.92 7550 Professional Development 1,000.00 1,000.00 7600 Quickbooks Software 240.00 240.00 7650 Rent 3,600.00 3,600.00 0.00 7800 Repayment of Tax Adjustment 2,000.00 2,000.00 Total OPERATIONS $ 20,875.54 $ 100,977.00 $ 80,101.46 Total Expenses $ 31,029.55 $ 194,477.00 $ 163,447.45 Net Income -$ 8,866.54 $ 128.00 $ 8,994.54 April 2019 Budget vs Actuals 2