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HomeMy WebLinkAboutCSD-08-043 - Preferred Market Option & Governance Process ) R Community Services Report To: Date of Meeting: Submitted By: Prepared By: Ward(s) Involved: Date of Report: Report No.: Subject: Community Services Committee June 16, 2008 Keith Baulk, Director of Enterprise Market Options Project Team Ward 2 June 11 , 2008 CSD-08-043 PREFFERED MARKET OPTION & GOVERNANCE PROCESS RECOMMENDATION: That the Small Independent Vendors Option be ratified as the preferred go forward model for the upper level of the Kitchener Market, and That the business case for this option as appended to CSC Report 08-043 be ratified and the recommendations contained therein serve as the implementation plan; including commencing the process of leasing space to those vendors who have expressed interest in the full time market, and, That staff implement the short term improvement strategy previously circulated and develop an aggressive marketing campaign focused on vendor recruitment, and That a task force be established to review options and make a recommendation for future governance of the Market as outlined in CSC Report 08-043. EXECUTIVE SUMMARY: The Saturday market has been a successful venture since the new market opened in 2004. In addition the private sector Marche Lofts are virtually sold out. However, the full time market has not performed as expected and that is partly the reason the market did not achieve the financial targets originally envisioned. In order to address the vacant space on the upper level market, Council directed staff to investigate six options. Three options were related to functional uses. The goal was to investigate and recommend one of the three options. The options were: arts and culture uses; re-visit the original vision of small independent vendors; or take no action until a mid-scale grocer could be recruited to rent the space. Three other options were related to governance including: vendor led co-op, sell the market or private sector management. After a lengthy public process, staff is recommending the following: Report No: CSD-08-043 2 1. Re-implement the original vision option (including small owner-operated vendors and/or a mini-market concept) and commence the process leading to leasing space to those who have expressed interest. 2. Immediately implement a six month improvement plan focusing on implementation of critical activity beyond just leasing space to improve the overall market operation. 3. Since the sell and private sector management options were eliminated from further consideration, staff are recommending a task force to consider alternative governance for the market and make a recommendation by December 2008. The small independent vendor option is being proposed because it best fits the ranking criteria supporting Council's vision of what could lead to a successful market and this option was overwhelmingly supported by our citizens during the public consultation process held in April 2008. In addition, there are currently nine potential vendors who have expressed interest in owner-operated stands and there is a vendor/neighbourhood collaborative that is interested in investigating the potential of a unique local, fresh food mini-market concept. What makes vendor involvement different now versus unsuccessful attempts by the initial full time vendor group is the following: Development of the east end of the downtown has progressed with the market loft project completed and a number of larger businesses now established. Other potential developments are on the horizon. The nine potential vendors are expressing interest in fulltime space with the knowledge of the current business situation at the market. They are prepared to be part of a new solution knowing that challenges are still ahead. These vendor business models are not solely food based and some of the vendors are proposing mixing on-site production, education and/or retail to maximize the effectiveness of the space. A renewed emphasis by the public for local, fresh or organic foods as proposed by the Kitchener Market Collaborative and as recently promoted in the One Book, One Community publication titled "The 100 Mile Diet". If Council approves the recommendation, staff will begin working with the potential vendors and proponents to commence or fine tune their business plans prior to finalizing any leases. It is imperative that the success measures for the market be recalibrated under this new initiative. Staff are proposing that success will be based on the following factors: 1. Full time vendors begin moving in on a phased basis between the next 3 -12 months. 2. The upper level market is operating near capacity in 12 months to 18 months. 3. Rents are phased in at $9/sq.ft in 2009, $13/sq. ft in 2010 and $17/sq. ft in 2011. 4. The market subsidy is stabilized at its current level over this three-year period. BACKGROUND: A number of major success measures for the market block have been achieved as originally envisioned. The market block as a major catalyst project is built out and the private sector retail components are being leased. The 68 unit market loft development is approaching 100 per cent sold. The Saturday market is operating at 100 per cent capacity with almost no vendor turnover and these vendors are patronized by thousands of shoppers each week. Measurable improvements were also seen at 2007 year end in the market's financial performance. However, the City has not achieved all of its objectives with regard to the market block. One issue that remains is the fulltime market has not advanced as expected. A process to address the issue ultimately resulted in Council directing staff to undertake a public consultation on three Report No: CSD-08-043 3 options for the future of the upper level market. Staff was asked by Council to bring back a recommendation in June of 2008 on a single preferred option following the consultation and also to develop a process to consider an alternative management model for the Market. This report and the recommendations contained herein address those requests. The direction to short-list the investigation of the three options evolved from a lengthy process as follows: In June 2007 staff circulated report CSD-07-063 recommending that staff investigate the concept of an interim Arts and Culture Centre to immediately maximize use of the upper level of the market. The concept was based on the Arts Centre as a temporary use of the empty space on the upper level to support the transition to a vibrant permanent urban market facility on that level in approximately three to five years. At that meeting, Council directed staff to investigate the option of an interim Arts and Culture Centre but also directed staff to investigate other options. Two additional options were put forward. Staff was directed to determine whether there would be interest by a private management firm to operate the facility and also revisit the concept of a mid-scale grocer filling the unused space. In September 2007, Council met to review the results of the 2008 budget public consultation. During this meeting, it was recommended that staff investigate the potential of selling the market outright to the private sector. The original vision of utilizing the upper level to support a collection of small independent grocery vendors was also retained as an option. While staff did report in June 2007 that a request for proposals coordinated by the City's consultant, Cam Hawkins and Associates did not produce enough viable, quality vendors to support moving in this direction at that time, it was felt it should remain an option. On November 5th, 2007, Community Services Committee approved another option at the request of a collection of current market vendors; a vendor based co-operative operating the market facility. As a result, staff had a total of six options to investigate. A summary of the options and actions are as follows: 1. Develop a business case to determine the viability of the upper market as an Arts and Culture Centre. 2. Investigate the potential of private sector management of the market business/facility. 3. Re-test the original concept of having a number of small independent retailers to fill the space. 4. Investigate whether a mid-scale grocer or deli may be interested in leasing the space. 5. Determine the viability of the sale of the market. 6. Permit a collection of market vendors to submit a proposal for a vendor co-op. A number of project teams were formed to investigate the potential of each option and develop option specific reports. For example, a needs assessment was completed and a project team was struck to work on the business case for the arts centre concept, a stakeholder based task force was formed to develop the RFP document for private sector management, and the Project Administration Division began work on the market "sell" option. Information on each of the six options was presented to Community Services Committee on March 3rd, 2008 in CSD Report 08-022. In addition, a vendor collaborative concept was presented by a group of vendors and citizens known as the Kitchener Market Collaborative (KMC) addressing #6 above. Report No: CSD-08-043 4 At the Council meeting of March 3rd, 2008, staff was directed to take no further action in regard to the private sector management option and the sell option. The vendor collaborative proposal was considered to be a form of the original vision of small independent vendors (with a more focused product goal and a different product distribution model). As a result, three options remained for the upper level of the Market; Arts and Culture uses on an interim basis, Small Independent Vendors (representing the potential combination of the original vision of owner-operated stands and a vendor co-op mini-market) or taking no action until a mid-sized grocer or larger non-food retailer was recru ited. Staff was then directed to undertake a public consultation process to receive feedback on the three remaining potential solutions. Staff was asked to report back to Committee within 90 days with the results of the consultation and a recommendation for the next steps. This report outlines the outcome of the public consultation along with a recommendation to implement a preferred option for the market along with a process to consider future governance of the market. In conclusion, on September 24, 2007, Community Services Committee supported four key outcomes developed by the Market RFP Task Force. The four key outcomes ratified by Committee were as follows: 1. Continue with the successful Saturday market. 2. Provide a vibrant urban full-time market on the upper level that may include food or other uses compatible with the viability of the downtown and service to its citizens. 3. Improve the financial position over time. 4. Create a destination that could continue to support re-urbanization of east end downtown. While these outcomes were developed initially to provide deliverables for potential private sector operators, these are useful in that they provide measures against which each of the three remaining options for the upper level can be ranked. The report summarizes the outcome of the rankings. REPORT: This report provides detailed information on four key actions used to develop the report recommendations as follows: 1. The results of the public consultation on the upper level market. 2. A summary of two business cases on the action options - arts and culture uses and original vision of small independent vendors. 3. The rankings used to propose the staff recommendation regarding the preferred option for the future use of the upper level of the market. 4. A process to consider alternative management models for the market. The goals of this report are as follows: 1. To receive direction from Council so staff can focus on implementing one option to move the upper level market forward. 2. To establish revised operational and financial targets for the market based on the preferred option while acknowledging the reality of the current business situation. 3. To begin the process of reviewing governance of the market through a stakeholder task force. Report No: CSD-08-043 5 Results of Public Consultation At the direction of Council, City of Kitchener staff conducted a public consultation process from April 5-15, 2008 on the three remaining options identified for the use of the vacant space on the upper level of the market. In an effort to make it as convenient as possible for residents to participate in the consultations, several opportunities for providing feedback were made available including: market shopper surveys (collected on two consecutive Saturdays), an online survey, two public information sessions; regular mail, email and a dedicated telephone line. As a result of these efforts, 200 responses were received from the general public. The majority of respondents - 84.9 per cent - were in favour of the Small Independent Vendor Option (this option promoted both the original vision of owner-operated small independent vendors and the mini-market concept advocated by the Collaborative). An additional 10.8 per cent of respondents chose the Status Quo Option, while the remaining 4.3 per cent were in favour of the Arts and Culture Option. A more complete accounting of the results of the public consultation process is attached to this report as Appendix 1 . Business Cases You will recall that the last report to Council on March 3rd included a Business Case for Arts and Culture Uses on the upper level of the market. The business case was tabled with no action being taken pending additional information on the other options, including the results of the public consultation. In the interim, a business case for small independent vendor uses has been developed and is attached to this report as Appendix 2. A summary of the two business cases (Arts and Culture uses and Original Vision of Small Independent Vendors) is outlined below: 1. Interim Arts and Culture Uses An in-depth business case was presented to council on March 3rd, 2008 for the arts and culture uses model for the vacant space in the upper market. The business case demonstrated support for arts and culture uses as an interim strategy to assist in the transition to a fully-functioning market over time. However, a needs assessment indicated the original concept of creating tenanted space for working artist's production as a primary use was not found to be an overwhelming desire at the market location. What was suggested in the needs assessment is that the space be used in adaptive, flexible and creative ways by multiple users. The programs in the space would be provided by community arts and culture partners providing activities such as workshops, arts summer camps, meetings, gallery exhibits, and performance or rehearsals. In essence, the arts and culture concept would be modeled much like the City's neighbourhood centres. Community arts groups would develop the programming and utilize space on a rental basis the same way the neigbourhood groups use community centres. Some of this space could continue to be used for active selling by artisan or craft vendors on Saturdays. The business case indicated there was little impact on the market operating budget. Annual subsidies would likely continue to increase at the rate of inflation. Capital costs in the range of $150,000 were required to outfit the space but some of the capital investment was for portable features that could be transferred to other locations at the end of the interim period. Report No: CSD-08-043 6 2. Small Independent Vendors - Oriainal Vision The original vision for the new market was to lease the upper level to a number of small independent vendors who would provide food retail services 5 - 6 days per week. This concept created some initial success when the market opened, however for various reasons, within 15 months all these vendors closed their shops. The business case demonstrates that there is renewed interest by small independent vendors in a fulltime capacity at the market. A total of nine vendors have completed application forms expressing interest in entering into further dialogue about being a fulltime vendor at the Market. These applications represent a range of food and non food vendors and artisans. What is positive is that they are expressing interest knowing full well the status of the current shopper traffic during the week. It should be noted that there is overlap in product in some of the applications, so in reality there are only a potential of seven vendors. Of the seven applications, two currently are operating on short-term month to month agreements. However the seven could represent the potential of filling nearly 50 per cent of the available 5,700 square feet of leasable space. The cost of implementing this proposal would be in the maximum range of $50,000 - $75,000 to provide blunt services to the new vendor areas (depending on the type of vendor/concept ultimately included). From an operating budget perspective, this proposal would stabilize the market operating subsidy at current levels. While the initial interest from vendors and the Kitchener Market Collaborative is positive, there are some risks as follows: It will take some time to fully-lease out the space (although space can be used on a one off rental basis for community purposes in the interim) There is no 100 per cent guarantee of success Undoubtedly there will be turn-over of both current food vendors and new vendors over time (especially as firm operating hours need to be established and phased rents increase) This option has the potential to work in unison with the potential mini-market being proposed by the Kitchener Market Collaborative. Staff will continue to work with the Kitchener Market Collaborative in fleshing out the potential of what could be a very good concept. Their concept focuses on utilizing a portion of the upper level for local, fresh and organic food all grown or produced with-in a 100 mile radius of the market. Rankinas of the Options The three options ("arts and culture uses", "small independent vendors - original vision/ mini- market" and "status-quo") were ranked on their impact as it relates to the following criteria as previously approved by council: Support and continue with a successful Saturday market Provide a viable vibrant fulltime market operation on the upper level Improve the financial position over time Create a destination that would support the re-urbanization of the east end of downtown Report No: CSD-08-043 7 A more detailed ranking formula was created by the market project team based on these four main success measures. The ranking summary is attached as Appendix 3. The rankings show the best option is utilizing the upper level of the market for small independent vendors with the potential of some space for a mini-market concept as advocated by the collaborative. This aligns well with the results of the public consultation where an over-whelming majority of the citizens expressed the desire for City to re-implement the small independent model. Market Governance Staff was directed to develop a process to review options for governance for the market. The review was to include representatives from the vendors, stakeholders and citizens at large and commence once the upper strategy was determined. Attached as Appendix 4 is a Terms of Reference outlining the process for assignment and the role of a task force. The task force would bring forward a recommendation to Council regarding the form of future governance for the operation. It is recommended the task force be lead by a third party facilitator who has some experience in governance issues and would include the following members: Vendor representatives - one upper/one lower (2) Neighbourhood representative (1) Citizen-at-Iarge (1) Kitchener Downtown Business Association representative (1) Community Services Department staff (1) Economic Development staff (1) Facilities Management staff (1) Legal (ex-officio) Administration support would be provided by the City. The Legal Department would serve as a resource to the committee attending all meetings. It is expected that the task force would bring a recommendation to Council by December of 2008. COMMUNICATION: A significant public consultation took place to receive citizen feedback on potential options for the underutilized space on the upper level of the Kitchener Market. The consultation took place between April 5th and April 15th and included: Two (2) public open houses Material distribution and feedback forms and booths at two Saturday markets Dedicated feedback phone line Dedicated web-site for comments Comment email and mail-in options The results of the public consultation are included in the report in Appendix 1 FINANCIAL IMPLICATIONS: Attached as Appendix 5 is the Market Option Phase II Operation Financial Estimates from 2009 to 2011 showing additional upper market rental revenues at 30 per cent to 90 per cent capacity. Report No: CSD-08-043 8 Currently upper level vendors are paying $6 per square foot. The additional upper market has 5,700 net square feet of space available for rent at $9, $13 and $17 per square foot in 2009, 2010 and 2011 respectively. The lower market rental revenue, general unclassified revenue and expenses are based on the 2008 budget increased by 3 per cent annually. The overall subsidy for the market from the City of Kitchener will remain around the $700,000 range. In the best case scenario in 2011 at 900/0 capacity, it is anticipated that the market will show a loss of $681 ,824 which is near the current subsidy level. This matches the financial goal of stabilizing the subsidy as advocated in this report. Also the business case indicates there will be a one time capital investment required to provide the blunt services to the stands. The maximum fit out of the vendor areas could be upwards of $50,000 to $75,000 (Class C estimate) depending on the type of vendor eventually recruited and their specific service needs. The budget for this expenditure currently exists in the Market Capital envelope, so no further funding is required. CONCLUSION: Approving the recommendations contained in this report will allow staff to begin the process of moving the upper level of the market forward. However the following must be acknowledged: 1. It will take some time for the market to fully evolve 2. The financial goal will be to stabilize the subsidy at it's current level for the next three to five years 3. There will be vendor turnover on the upper level fulltime market until the right mix of vendors evolves. Regardless, the proposal is clearly supported by the citizens as shown through the public consultation. It also stays true to original vision of providing product through small independent vendors operating throughout the week on the upper level of the Market. Most importantly approving the recommendations leads to positive action - work commences immediately on developing and implementing solutions to move the market forward. Keith Baulk Director of Enterprise CSD-08-043 Appendix 1 Results of Market Options Public Consultation. April 5-15. 2008 At the direction of Council, City of Kitchener staff conducted a public consultation process on the three options identified for the use of the vacant space on the upper level of Your Kitchener Market. · Small independent vendors: Either a vendor collaborative; owner-operated vendor space, or a combination of the two. · Arts and Culture Centre: a 3-5 year solution with eventual replacement by a mid-sized grocer or larger non-food retailer. · Status Quo: Remain as is until a mid-size grocer or larger non-food retailer can be secured. The public consultation process ran from April 5-15, 2008. The process was advertised in The Record and media coverage was received on both its launch, and on the public information sessions. Residents were informed that their feedback would be used in assisting the Market Options Work Group in making its final recommendation to Council later this spring. As a result of the city's efforts, 200 responses were received from the general public via several venues including: market surveys, online survey, two public information sessions (with 22 participants); regular mail, email and a dedicated telephone line. The Market Shopper Surveys - which were conducted at a staffed booth on the upper level of the market on two consecutive Saturdays - were the most popular method of feedback. The on-line survey was a close second. Total responses per venue: Venue # of comments received Online responses 72 Market shopper survey responses 110 Public information session responses (17 people attended over two nights) 10 Voice Mail responses 6 Regular mail/email responses 2 (one of each) TOT AL # OF RESPONSES RECEIVED 200 Exclusions: 1. The majority of respondents ranked the three options in order of their preference. A total of 12 or 60/0 of the total 200 respondents provided responses that were not clear as to which option they preferred. These responses were not included when calculating the percentage of respondents in favour of each option. 1 CSD-08-043 Appendix 1 2. Two respondents - or 1 % - did not provide their name and address as reauested. These responses were not included when calculating the percentage of respondents in favour of each option. Preferred ODtion: SmalllndeDendent Vendors and/or Collaborative 84.9 per cent of 186 respondents ranked Option 1 - Small Independent Vendors and/or Vendor Collaborative - as their preferred option. The following is the breakdown of the responses: NOTE: All percentage calculations are based on the 186 respondents who ranked either all three options or at least indicated their most preferred option - and who provided their name and address as requested. Independent Arts and Culture Status Quo Vendors Total: Total: Total: 158 or 84.90/0 8 or 4.30/0 20 or 1 0.80/0 Comment Themes: The following sections indicate the general themes of the comments recorded by consultation participants. THEMES: Preferred option = Small Independent Vendors: · Supports farmers and local business/buy local, fresh food. (38) · Small independent vendors retain the original identity and quality of the market/homegrown alternative/keep it as it was meant to be (32) · Convenience/access for downtown residents to five-day grocery shopping / could buy fresh all week long. (22) · Vendors have a vested interest in making it work/ are best able to make it work. (16) · Grocery store on the upper level would compete against vendors/does not fit with market concept. (10) · Offers most variety for the customer. (6) · Small independent vendor option takes environment into account/ reduces vehicle usage. (3) · Arts and culture fix is temporary/won't appeal to people (2) 2 CSD-08-043 Appendix 1 THEMES: Preferred Option = Status Quo · Large size grocer is really needed/would bring people to the area. (8) · Doesn't require a capital expense. (2) · Concern that a full-time market wouldn't be able to generate enough interest for vendors/customers. (2) · Difficult to get rid of small vendors or artists when a suitable retailer becomes interested. · Market is finally busy/doesn't need to be fixed. · Want market to stay as a market. · Arts and culture only appeals to limited numbers. · Market hasn't had time to develop in its new venue. THEMES: Preferred Option = Arts and Culture: · There is a need for craft vendors at the market. · Focuses on current trends in consumer behaviour. · Market should be community driven. Arts and Culture is the only option that represents and provides for community/ will be successful in creating community interest in downtown. · Doesn't see vendor collaborative/mini market working - central cashier who may know little about the product and would be issues with freshness. · Would foster the development of local talent. Other: Comments from those who didn't rank the options: · Could market be used as a new library? (2) · Close the market and move on/why aren't we selling it (2) · Parking is the problem - can't get parking on Saturdays; parking problem is the reason for a lot of downtown issues (ie Theatre and Co.) · If the market was open during the week, I'd shop there at least 3 times a week. · Other options offered will not generate the necessary traffic. Other aeneral comments: · Suggest combining small independent vendors with arts and culture option (6) · Make market more visible/advertise more (4) · Change the name from "Your Kitchener Market" to something else (4) · Love the Kitchener Market as it is... (3) · Do not follow the Waterloo Market idea (3) · There are lots of places to get groceries in the city, the market needs to offer a unique experience to shoppers. (3) · Keep it alive, even if it costs money/has to be subsidized (2) · Many suggestions in the comments re: new event/promotion ideas, ideas for improving the piazza, name changes. (Market staff to review) · Market is critical to the downtown revitalization, specifically in downtown east. 3 Community Services Department Appendix 2 Business Case Your Kitchener Market Small Independent Vendors PAGE 1 Table of Contents Executive Su m mary .................................................................................................................... 3 Backg ro u nd . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 6 Challenage .............................................................................................................................. . . . . . . . . .. 7 Cu rre nt Situ ati 0 n .............................................................................................................................. . . . .. 9 Project Description ...................................................................................................................... 9 Project Description .............................................................................................................................. . .. 9 Sco pe .............................................................................................................................. . . . . . . . . . . . . . . .. 9 Anticipated Outcomes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1 0 Stakeholders .............................................................................................................................. . . . . . .. 11 Strategic Alignment................................................................................................................... 14 Project R is k Asse ss m e nt .......................................................................................................... 1 5 Risk of Project and each Alternative (Not i ncludi ng Status Quo) ................................................................................ 1 5 Risk of Not Proceeding with Project (Status Quo) ............................................................................................... 16 Financial Impact. .............................................................................................. .15 Co n c Ius ion s .............................................................................................................................. . 1 8 PAGE 2 Executive Summary Your Kitchener Market Small Independent Vendors On March 3,2008, Council recommended that staff investigate the concept of "Small Independent Vendors" as one of three (3) options to maximize the use of the upper level of the Market. This concept was based on the 'Original Vision' that was introduced to the Market in the fall of 2004 with full time vendors in various categories such as; meat, produce, baked goods, dairy products, flowers and more utilizing the space to accommodate a weekday clientele. However the original vision was based on a food only mandate - the new approach includes the potential for non food market-type vendors. A business case has been written that demonstrates the level of interest of potential small independent vendors for full time occupancy (5 days / week) for the upper level of Your Kitchener Market. It also includes an implementation strategy. In summary, there is an interest from 9 small independent vendors to set up full time businesses on the upper level floor of Your Kitchener Market. The interested parties submitted expressions of interest and are made up of a number of vendor types offering items such as; produce, grocery items, baked goods, fair trade products, a variety of artisan works and more. However of the 9 vendors there is overlap in two categories which likely means only 7 vendors of the 9 applicants will be included once the vendor business cases are reviewed. In spite of this there is the potential of 500/0 of the leasable space being filled if the remaining applicants were to all to become full time vendors. PAGE 3 Executive Summary (Cont'd) Proiect Parameters and Financial Impact The upper level of Your Kitchener Market presently consists of 3,000 sq. ft. leased out space of restaurant style vendors and approximately 5,700 sq. ft of un-leased space that is the essence of this business case. The goal of this project is to determine whether small independent vendors, similar in nature to the original vision can now succeed and if so how will the plans be implemented. The restaurant style vendors occupy the west half of the upper market. While this half is currently operating at capacity these vendors are experiencing various degrees of success. These vendors are all paying rent at $6 per square foot and have been given the latitude to choose individual operating hours until the rest of the upper market plan begins to evolve. There may be some turnover of these restaurant style vendors when firm operating hours are adopted. It will partly depend on the ability of any new small independent vendors to generate shopper traffic. Of course this depends on the strength of the new small independent vendors that are ultimately recruited. Therefore recruiting viable, appropriate market style food and non food vendors is the goal for the remaining east half of the upper Market. There is a total of 5,700 sq. ft. of leasable space (of 9,000 sq. ft of total area in that half of the upper market) available in the vacant area. In order to prepare and outfit the vacant space for the small independent vendors to start operating, there would be a one time capital cost to the city. Upon maximum build out of the 5,700 sq. ft. the city can anticipate a capital cost that could be upwards of $50, 000 to $75,000 (class 'c' estimate) depending upon the type of vendors and their services needs. The budget for this expenditure rests in the current market capital envelop. In terms of the operating impact, this business case will demonstrate that the annual market subsidy will be stabilized at current levels. Therefore the ultimate goal is to fill up the vacant space on the upper market level while continuing the market experience throughout, support continued enhancement of the downtown core and stabilize the present Market subsidy. PAGE 4 Executive Summary (Cont'd) Recommendation The following recommendations are proposed should Council support the 'Original Vision of Small Independent Vendors' as the preferred option: 1. That staff commence the process of lease negotiations with the selected small independent vendors of the current applicants. (See Appendix 1) 2. That a business plan and marketing strategy be developed to assist in recruitment and retention of additional small independent vendors. 3. That staff continue with the recruitment process for additional small independent vendors. 4. That the unused space on the upper market level be utilized for community use until additional vendors can be secured. PAGE 5 Background Your Kitchener Market - Small Independent Vendors In May 2004, the new location for Your Kitchener Market opened to the public on Saturdays and Wednesdays during the summer months. In the fall 2006, the upper level of the market opened full-time 5-6 days per week. The original vision for the upper level market was to extend the vibrancy of the Saturday market into the weekdays but on a smaller basis. This concept achieved initial success with full time vendors in the following categories - baked goods, candy, dairy products, flowers, produce, seafood and specialty sauces. These vendors occupied approximately 3,500 square feet on the upper level of the Market. Unfortunately within 15 months these vendors had closed their business for various reasons.. In October 2006, the City of Kitchener hired Cameron Hawkins and Associates who conducted a recruitment exercise by surveying potential vendors. While there was some interest expressed by a few vendors, in staff's opinion there was not a critical mass of sufficient quality to be sustainable in the long term. In the fall of 2007, Council directed staff to investigate six options for Your Kitchener Market, one of which was the Small Independent Vendor similar to the original vision for the market. In March 2008, Council supported the direction to proceed to determine if there were a new group of small independent vendors interested in leasing space in the upper market on a full time basis as owner-operators. Staff undertook an expression of interest process, worked with the Waterloo Region Small Business Centre and hosted a seminar specifically for the interested vendors focusing on starting a business at Your Kitchener Market. These potential vendors were given a brief background about the present situation, options that are currently being discussed along with business requirements that would be helpful to them in order to succeed. Interested candidates were asked to submit an application for full time tenancy for the upper level. A total of nine applications have been received to date (See Appendix 1). Some duplication of vendor type have been submitted and through the negotiations period, there may be a reduction in the number of applications. Following negotiations and elimination of duplicate vendor types from the above mentioned applicants, it is expected that 250/0 - 500/0 of the vacant space on the upper level of the Market could be leased by fall 2008. PAGE 6 Background (Cont'd) During the vendor development period staff also undertook a public consultation. Between April 5 - 15, 2008, staff conducted a public consultation process on the three options identified for the use of the vacant space on the upper level of Your Kitchener Market. The three options are as follows: · Small independent vendors: Either a vendor collaborative; owner - operated vendor space, or a combination of the two. · Arts and Culture Centre: a 3-5 year solution with eventual replacement by a mid-sized grocer or larger non-food retailer. · Status Quo: Remain as is until a mid-size grocer or larger non-food retailer is secured. The results of the public consultation are highlighted in the chart below: Venue # of comments received Online responses 72 Market shopper survey responses 110 Public information session responses (17 people attended over two nights) 10 Voice Mail responses 6 Regular mail/email responses 2 (one of each) Total # of Responses Received 200 Preferred Option: Small Independent Vendors and/or Collaborative 84.9 per cent of 186 respondents ranked Option 1 - Small Independent Vendors and/or Vendor Collaborative - as their preferred option. PAGE 7 Background (Cont'd) THEMES: Preferred option = Small Independent Vendors: · Supports farmers and local business/buy local, fresh food. (38) · Small independent vendors retain the original identity and quality of the market/homegrown alternative/keep it as it was meant to be (32) · Convenience/access for downtown residents to five-day grocery shopping / could buy fresh all week long. (22) · Vendors have a vested interest in making it work! are best able to make it work. (16) · Grocery store on the upper level would compete against vendors/does not fit with market concept. (10) · Offers most variety for the customer. (6) · Small independent vendor option takes environment into account/ reduces vehicle usage. (3) Challenge The traditional Saturday farmers market operates virtually at full capacity and continues to be successful. The market provides its patrons with many benefits such as competitive prices, local fresh meats and produce and a vibrant social environment. Presently, the Saturday market continues to be an tremendous experience with 1000's of shoppers visiting many long time vendors each and every week.. However the upper level full time market is only partially occupied. The west half of the upper market is fully occupied with restaurant style vendors providing international cuisine for eat-in, take-out and catering services as well as two full time temporary vendors. These vendors are experiencing various degrees of success - some may not be well suited for the long term and there may be some turnover. The remainder of the upper level is underutilized and therefore has not achieved the objectives of original vision, thereby affecting financial performance and image of the facility. The goal of this business case is to demonstrate if the Original Vision of Small Independent Vendors can improve the upper full time market, creating a successful overall venture with an improved image and stabilized subsidy. PAGE 8 Project Description Current Situation During the past year, City staff has re-tested the concept of the original vision. There is support for this concept as evidenced through the outcome of the public consultation process and the current number of applications received for leasing vendor space. This clearly demonstrates there is an interest in the concept of re-visiting the concept of small independent vendors as the go forward solution for the upper level market. Project Description There is approximately 5,700 square feet of leasable space available on the upper level of Your Kitchener Market. This project incorporates. · Re-testing the original vision: (small independent owner operated vendors) · Establishing an implementation strategy if this option were to be adopted. · Setting revised goals for the operation including revised financial goals if this were to be approved. Scope This scope of the Small Independent Vendors project as a solution on the upper level of Your Kitchener Market includes the following: · Full use of the upper level of the Market by small independent vendors · Stabilize the present Market subsidy by offsetting the increase in annual expenses through phased rent increases. PAGE 9 Project Description Anticipated Outcomes The use of the vacant space on the upper level of the market as a combination of small independent vendors will have several projected outcomes, such as: · Increase customer traffic during the week · Regulate market hours for the upper level Tuesday - Friday 10 am - 6pm and Saturdays 7am -2pm · Stabilize the present Market subsidy in step increases to offset the increase in annual expenses by phasing in rent increases over 3 years · Provide the Market experience on a consistent basis · Provide shopping convenience to Kitchener residents and the downtown business community · Establish and maintain relationships between market vendors and market neighborhoods · Increase the sales for the current International Cuisine vendors · Add to the vibrancy of the downtown · Develop a business plan/marketing strategy encompassing both the upper/lower market · Enforce consistent hours of operation for all vendors PAGE 10 Project Description (Cont'd) Stakeholders Stakeholders: Overview of Business Requirements Primary -Internal Council More active use of the facility & stabilize Market subsidy Market Staff Additional daily responsibilities Primary - External Taxpayers Stabilize subsidy to the facility, improve operation and image Present market Vendors Increased traffic, potential to increase sales New Independent Vendors Provide space to conduct business Secondary - Internal Facilities Management Approvals, Permits Legal Agreements, Leases, etc. Licensing BusinessNendor Licenses Marketing & Communications Advertising, Marketing Parking Potential increase in revenue Secondary - External Market Shoppers Market experience on a consistent basis, convenience Market Neighborhoods Strengthens linkages between the market and the surrounding neighbourhoods PAGE 11 Project Team Project Description (Cont'd) Keith Baulk Enterprise Kathy Weiss Economic Development Ingrid Schiller Your Kitchener Market Karen Killeen Your Kitchener Market Rob Morgan Project Administration Jamie Mahony Finance Hans Gross Project Administration Cheryl Calic Marketing & Communications Doug Hergott Facilities Management Jana Miller Marketing & Communications Cheryl York Community Services PAGE 12 Timelines Project Description (Cont'd) Activity Date Business case to Community June 16, 2008 Services Committee Council Approval June 23, 2008 Business Plan work period for End of June to Mid August Small Independent Vendors 2008 Selection of vendors Mid/End of August 2008 Initial meetings with selected Mid August to beginning of vendors, approve drawings September 2008 * the plans for some vendors may be less complex thereby reducing the time to commence operations Renovations begin September 2008 Recruitment for additional August 2008 vendors continues Note - staff provides support through all phases of the process. Sections involved include the Market, FM, Building, Small Business Centre, Licensing, Financial Services and Communications. PAGE 13 Strategic Alignment Goal Alignment Corporate Plan Community Vision - Together we will build an innovative, caring and vibrant Kitchener with safe thriving neighbourhoods. Plan for a Healthy We do recognize that to continue all of the services that our city Kitchener provides it is not without its challenges as local governments struggle to do more with fewer dollars. But what we must do is more, not less. To enhance the quality of life and economic vibrancy of our city. To make further progress as a healthy community. To attract and retain more residents willing to make Kitchener their home - and willing to invest their future in ours. Kitchener's Downtown Downtown Kitchener is a community amongst nine adjacent Strategic Plan neighbourhoods. The downtown's success is vital to these neighbourhoods. And their success is vital to the downtown. For these people in these neighbourhoods, downtown Kitchener will be an extension of where they live. It will be the place where they come to work, to do their banking, to shop, to be entertained and to do their day-to-day chores. They not only have a vested interest in its future but a belief that it will succeed. Economic Growing small business with our entrepreneurial Development Strategy philosophy that will encourage innovation and employment to advance economic resilience. PAGE 14 Project Risk Assessment Risk of Proceeding with the Small Independent Vendors Risk Probability Impact General Mitigation Strategy Not enough · Market the concept to a interested/qualified broader user base small independent Medium High · More space for vendors to populate community use the space · Develop a strategic plan/marketing strategy Development of the · Ensure all costs, both upper level with small City and vendor are independent vendors anticipated may cost more than Low Medium · Prioritize & defer other anticipated less essential projects with the Market capital envelope Vendor turnover as a · Continue to recruit new result of the strict Medium Low vendors to fill in the hours of operation vacant space PAGE 15 Project Risk Assessment (Cont'd) Risk of Not Proceeding with Project Risk Probability Impact General Mitigation Strategy · Continue with recruitment efforts to fill Space remains vacant Medium Medium the vacant space · Utilize space for community space · Continue with Frustrated taxpayers recruitment efforts to fill Medium Medium the vacant space · Utilize space for community space Loss of some of the · Continue to pursue other International Cuisine High Medium Market related tenants vendors PAGE 16 Financial Impact Appendix 2 contains the Market Option Phase II Operation Financial Estimates from 2009 to 2011 showing additional Upper Market rental revenues at 300/0 to 900/0 capacity. The additional Upper market has 5,700 square feet available for rent at $9, $13 and $17 per square foot in 2009, 2010 and 2011 respectively. The lower level market rental revenue, general unclassified revenue and expenses are based on the 2008 budget increases of 30/0 annually. The overall subsidy from the City of Kitchener will remain around $700,000. In the best case scenario in 2011 at 900/0 capacity, the Market is still expecting to show a loss of $681 ,824. It is also anticipated that it there would be a capital cost of approximately $50,000 -$75,000 (Class C estimate) funded from the current market capital envelop to provide blunt services to the new stands. PAGE 17 Conclusions In March 2008 Council recommended that staff re-visit the concept of the 'Original Vision' of small independent vendors participating full time, 5 days a week at the market as one of three options. Through a recruitment process, staff was able to determine that there is renewed interest from potential vendors for full time tenancy on the upper market level. A total of 9 vendors have completed expressions of interest. Moving forward staff would continue to recruit new vendors until the remainder of the empty space is completely occupied. Important factors to consider in order to move the market in a new direction include: · Consistency in hours of operations, vendor attendance, and development of standard operating policies for all vendors · Develop a short term business and marketing strategy that includes a business attraction and retention model · Ensure the Market is integrated into the downtown strategic plan and is seen as an integral part in the evolution of Downtown Kitchener · A diverse selection of vendors selling goods that attract all demographics and meet the daily needs of consumers · Continue to sell local, fresh produce, especially in season · Maintain the legacy of the Market Recommendations Should Council support the Original Vision - small independent vendors as the preferred option, staff recommends the following: 1. That staff commence lease negotiations with the selected small independent vendors of the current applicants. (See Appendix 1) 2. That a business plan and marketing strategy be developed to assist in recruitment and retention of additional small independent vendors. 3. That staff continue with the recruitment process for additional small independent vendors. 4. That the unused space on the upper market level be utilized for community use until additional vendors can be secured. PAGE 18 List of Appendices Appendix 1 Potential second floor vendors Appendix 2 Market Option Financial Impacts PAGE 19 APPENDIX 1 Category Products Requirements from the Market Fair Trade & socially Oil, sugar, flour, snacks, · Requires 400 sq. feet conscious products baking needs, etc. Grocery stand Organic products, · Requires 750 sq. feet diabetic, vegan, gluten free & vegetarian food. Sale of household items, based on the needs of the local neighborhood. Health, wholesale treats Organic breads, pies, · Requires 300 sq. feet shop cookies, muffins, jams, freshly squeezed juices, teas, cakes and more. Personal care products Candles, hemp apparel, · Requires 350 sq. feet and fai r trade gifts fair trade drums, books, lotions, incense and more. Produce sales Local and imported fruits · Requires 1 ,000 sq. feet and vegetables. Craft vendor Hand made jewelry, · Requires 180 sq. feet hand knitted items and unique gifts. Yarn vendor Natural and luxury fine · Requires 250 sq. feet yarns and knitted products. Craft vendor group Candles, glassware, · Require 250 sq. feet birdhouses, jewelry and other products Bakery Breads, croissants, · Requires 1 ,000 sq. feet cookies and other baked goods Also potentials Vendor/neighbourhood collaborative Fresh, locally produced meats, goods & produce. . Requires approximately 1 ,400 s . feet PAGE 20 Appendix 2 Market Qotion Phase II Qoeratina Financial Estimates Upper Market Total Based 0 n Upper Market Total Based 0 n Upper Market Total Based 0 n Budget 30% Capacity 30% Capacity 60% Capacity 60% Capacity 90% Capacity 90% Capacity 2009 2009 2009 2009 2009 2009 2009 ~ Lower Market Rental Rental Revenue 406,539 406,539 406,539 406,539 Upper Market Rental Revenue (Notes 1, 2,3, & 4) 27,585 15,390 42,975 30,780 58,365 46,170 73,755 General Unclassified Revenue 10,547 10,547 10,547 1 0,547 Total Reven ues $444,671 $15,390 $460,061 $30,780 $475,451 $46,170 $490,841 Exoenses Market Operations Salaries & Wages $413,809 $413,809 $413,809 $413,809 Administration 47,560 47,560 47,560 47,560 Insurance 45,773 45,773 45,773 45,773 Security-Off Duty Police 16,480 16,480 16,480 16,480 Advertising & Publicity 160,908 160,908 160,908 160,908 Miscellaneous 2,101 2,101 2,101 2,101 $686,631 $0 $686,631 $0 $686,631 $0 $686,631 Building Operations Salaries & Wages $78,921 $78,921 $78,921 $78,921 Additional Part-Time Building Attendants 16,765 16,765 16,765 16,765 16,765 16,765 Maintenance materials & equip 146,406 146,406 146,406 146,406 Additional Buildi nglCleaning Supplies 5,000 5,000 5,000 5,000 5,000 5,000 Electricity 91,881 91,881 91,881 91 ,881 Heat 56,791 56,791 56,791 56,791 Water 7,455 7,455 7,455 7,455 Square maintenance/snow removal 41 ,200 41,200 41 ,200 41 ,200 Security (Note 5) 34,151 34,151 34,151 34,151 Alarm Servi ces 1,167 1,167 1,167 1,167 Taxes 24,720 24,720 24,720 24,720 $482,693 $21,765 $504,458 $21,765 $504,458 $21,765 $504,458 Total Expenses $1 ,169,324 $21 .765 $1 ,191 ,089 $21 ,765 $1 ,191 ,089 $21.765 $1 ,191 ,089 Net Income (Loss) ($724,653) ($6,375) ($731 ,027) $ 9 ,01 5 ($715,637) $24.405 ($700 .247) Notes 1. Current Upper Market Vendor Rental Sqr Ft 3065 2. Additional Upper Market Vendor Rental Sqr Ft 5700 Year 2008 Year 2009 Year 201 0 Year 2011 3. Rental Revenue Per Square Foot $6 $9 $13 $17 4. Capacity Percentages Expected 30% 60% 90% 5. In 2006 Facilities Management did not distinguish security between facilities other than Enterprises. Therefore 2008 to 2011 are based on a 3% annual increase. 6. Capital Cost For Setting Up Additional Vendors in 2009 is esti mated at $13.16 per Sqr Ft. PAGE 21 Appendix 2 Market Ootion Phase II Ooeratino Financial Estimates Upper Market Total Based 0 n Upper Market Total Based On Up per Market Total Based On Budget 30% Capacity 30% Capacity 60% Capacity 60% Capacity 90% Capacity 90% Capacity 2010 2010 2010 2010 2010 2010 2010 ~ Lower Market Rental Rental Revenue 418,735 418,735 418,735 418,735 Upper Market Rental Revenue (Notes 1, 2,3, & 4) 39,845 22,230 62,075 44,460 84,305 66,690 106,535 General Unclassified Revenue 10,864 10,864 10,864 10,864 Total Reven ues $469,444 $22,230 $491,674 $44,460 $513,904 $66,690 $536,134 Exoenses Market Operations Salaries & Wages $426,223 $426,223 $426,223 $426,223 Administration 48,987 48,987 48,987 48,987 Insurance 47, 146 47,146 47,1 46 47,1 46 Security-Off Duty Police 16,974 16,974 16,974 16,974 Advertising & Publicity 165,735 165,735 165,735 165,735 Miscellaneous 2,164 2,164 2,164 2,164 $707,230 $0 $707,230 $0 $707,230 $0 $707,230 Building Operations Salaries & Wages $81,288 $81,288 $81,288 $81,288 Additional Part-Time Building Attendants 17,268 17,268 17,268 17,268 17,268 17,268 Maintenance materials & equip 150,798 150,798 150,798 150,798 Additional Building/Cleaning Supplies 5,150 5,150 5,150 5,150 5,150 5,150 Electricity 94,638 94,638 94,638 94,638 Heat 58,495 58,495 58,495 58,495 Water 7,679 7,679 7,679 7,679 Square maintenance/snow removal 42,436 42,436 42,436 42,436 Security (Note 5) 35,176 35,176 35,176 35,176 Alarm Servi ces 1,202 1,202 1,202 1,202 Taxes 25,462 25,462 25,462 25,462 $497,174 $22,418 $519,591 $22,418 $519,591 $22,418 $519,591 Total Expenses $1 ,204,403 $22,418 $1,226,821 $22,418 $1,226,821 $22,418 $1,226,821 Net Income (Loss) ($734,960) ($188) ($735,147) $22,042 ($712,917) $44,272 ($690,687) Notes 1. Current Upper Market Vendor Rental Sqr Ft 3065 2. Additional Upper Market Vendor Rental Sqr Ft 5700 Year 2008 Year 2009 Year 201 0 Year 2011 3. Rental Revenue Per Square Foot $6 $9 $13 $17 4. Capacity Percentages Expected 30% 60% 90% 5. In 2006 Facilities Management did not distinguish security between facilities other than Enterprises. Therefore 2008 to 2011 are based on a 3% annual increase. 6. Capital Cost For Setting Up Additional Vendors in 2009 is estimated at $13.16 per Sqr Ft. PAGE 22 Appendix 2 Market Ootion Phase II Ooeratino Financial Estimates Upper Market Total Based On Upper Market Total Based On Upper Market Total Based On Budget 30% Capacity 30% Capacity 60% Capacity 60% Capacity 90% Capacity 90% Capacity 2011 2011 2011 2011 2011 2011 2011 ~ Lower Market Rental Rental Revenue 431,297 431,297 431,297 431,297 Upper Market Rental Revenue (Notes 1, 2,3, & 4) 52, 105 29,070 81,175 58,140 110,245 87,210 139,315 General Unclassified Revenue 11 , 190 11 ,190 11 , 1 90 11 ,190 Total Reven ues $494,592 $29,070 $523,662 $58,140 $552,732 $87,210 $581,802 Exoenses Market Operations Salaries & Wages $439,010 $439,010 $439,010 $439,010 Administration 50,457 50,457 50,457 50,457 Insurance 48,561 48,561 48,561 48,561 Security-Off Duty Police 17,484 17,484 17,484 17,484 Advertising & Publicity 170,707 170,707 170,707 170,707 Miscellaneous 2,229 2,229 2,229 2,229 $728,447 $0 $728,447 $0 $728,447 $0 $728,447 Building Operations Salaries & Wages $83,727 $83,727 $83,727 $83,727 Additional Part-Time Building Attendants 17,786 17,786 17,786 17,786 17,786 17,786 Maintenance materials & equip 155,322 155,322 155,322 155,322 Additional Building/Cleaning Supplies 5,305 5,305 5,305 5,305 5,305 5,305 Electricity 97,477 97,477 97,477 97,477 Heat 60,250 60,250 60,250 60,250 Water 7,909 7,909 7,909 7,909 Square maintenance/snow removal 43,709 43,709 43,709 43,709 Security (Note 5) 36,231 36,231 36,231 36,231 Alarm Services 1,238 1,238 1,238 1,238 Taxes 26,225 26,225 26,225 26,225 $512,089 $23,090 $535,179 $23,090 $535,179 $23,090 $535,179 Total Expenses $1,240,536 $23,090 $1,263,626 $23,090 $1,263,626 $23,090 $1,263,626 Net Income (Loss) ($745,944) $5,980 ($739,964) $35,050 ($710,894) $64,120 ($681,824) Notes 1. Current Upper Market Vendor Rental Sqr Ft 3065 2. Additional Upper Market Vendor Rental Sqr Ft 5700 Year 2008 Year 2009 Year 2010 Year 2011 3. Rental Revenue Per Square Foot $6 $9 $13 $17 4. Capacity Percentages Expected 30% 60% 90% 5. In 2006 Facilities Management did not distinguish security between facilities other than Enterprises. Therefore 2008 to 2011 are based on a 3% annual increase. 6. Capital Cost For Setting Up Additional Vendors in 2009 is estimated at $13.16 per Sqr Ft. PAGE 23 Community Services Department Appendix 2 Business Case Your Kitchener Market Small Independent Vendors PAGE 1 Table of Contents Executive Su m mary .................................................................................................................... 3 Backg ro u nd . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 6 Challenage .............................................................................................................................. . . . . . . . . .. 7 Cu rre nt Situ ati 0 n .............................................................................................................................. . . . .. 9 Project Description ...................................................................................................................... 9 Project Description .............................................................................................................................. . .. 9 Sco pe .............................................................................................................................. . . . . . . . . . . . . . . .. 9 Anticipated Outcomes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1 0 Stakeholders .............................................................................................................................. . . . . . .. 11 Strategic Alignment................................................................................................................... 14 Project R is k Asse ss m e nt .......................................................................................................... 1 5 Risk of Project and each Alternative (Not i ncludi ng Status Quo) ................................................................................ 1 5 Risk of Not Proceeding with Project (Status Quo) ............................................................................................... 16 Financial Impact. .............................................................................................. .15 Co n c Ius ion s .............................................................................................................................. . 1 8 PAGE 2 Executive Summary Your Kitchener Market Small Independent Vendors On March 3,2008, Council recommended that staff investigate the concept of "Small Independent Vendors" as one of three (3) options to maximize the use of the upper level of the Market. This concept was based on the 'Original Vision' that was introduced to the Market in the fall of 2004 with full time vendors in various categories such as; meat, produce, baked goods, dairy products, flowers and more utilizing the space to accommodate a weekday clientele. However the original vision was based on a food only mandate - the new approach includes the potential for non food market-type vendors. A business case has been written that demonstrates the level of interest of potential small independent vendors for full time occupancy (5 days / week) for the upper level of Your Kitchener Market. It also includes an implementation strategy. In summary, there is an interest from 9 small independent vendors to set up full time businesses on the upper level floor of Your Kitchener Market. The interested parties submitted expressions of interest and are made up of a number of vendor types offering items such as; produce, grocery items, baked goods, fair trade products, a variety of artisan works and more. However of the 9 vendors there is overlap in two categories which likely means only 7 vendors of the 9 applicants will be included once the vendor business cases are reviewed. In spite of this there is the potential of 500/0 of the leasable space being filled if the remaining applicants were to all to become full time vendors. PAGE 3 Executive Summary (Cont'd) Proiect Parameters and Financial Impact The upper level of Your Kitchener Market presently consists of 3,000 sq. ft. leased out space of restaurant style vendors and approximately 5,700 sq. ft of un-leased space that is the essence of this business case. The goal of this project is to determine whether small independent vendors, similar in nature to the original vision can now succeed and if so how will the plans be implemented. The restaurant style vendors occupy the west half of the upper market. While this half is currently operating at capacity these vendors are experiencing various degrees of success. These vendors are all paying rent at $6 per square foot and have been given the latitude to choose individual operating hours until the rest of the upper market plan begins to evolve. There may be some turnover of these restaurant style vendors when firm operating hours are adopted. It will partly depend on the ability of any new small independent vendors to generate shopper traffic. Of course this depends on the strength of the new small independent vendors that are ultimately recruited. Therefore recruiting viable, appropriate market style food and non food vendors is the goal for the remaining east half of the upper Market. There is a total of 5,700 sq. ft. of leasable space (of 9,000 sq. ft of total area in that half of the upper market) available in the vacant area. In order to prepare and outfit the vacant space for the small independent vendors to start operating, there would be a one time capital cost to the city. Upon maximum build out of the 5,700 sq. ft. the city can anticipate a capital cost that could be upwards of $50, 000 to $75,000 (class 'c' estimate) depending upon the type of vendors and their services needs. The budget for this expenditure rests in the current market capital envelop. In terms of the operating impact, this business case will demonstrate that the annual market subsidy will be stabilized at current levels. Therefore the ultimate goal is to fill up the vacant space on the upper market level while continuing the market experience throughout, support continued enhancement of the downtown core and stabilize the present Market subsidy. PAGE 4 Executive Summary (Cont'd) Recommendation The following recommendations are proposed should Council support the 'Original Vision of Small Independent Vendors' as the preferred option: 1. That staff commence the process of lease negotiations with the selected small independent vendors of the current applicants. (See Appendix 1) 2. That a business plan and marketing strategy be developed to assist in recruitment and retention of additional small independent vendors. 3. That staff continue with the recruitment process for additional small independent vendors. 4. That the unused space on the upper market level be utilized for community use until additional vendors can be secured. PAGE 5 Background Your Kitchener Market - Small Independent Vendors In May 2004, the new location for Your Kitchener Market opened to the public on Saturdays and Wednesdays during the summer months. In the fall 2006, the upper level of the market opened full-time 5-6 days per week. The original vision for the upper level market was to extend the vibrancy of the Saturday market into the weekdays but on a smaller basis. This concept achieved initial success with full time vendors in the following categories - baked goods, candy, dairy products, flowers, produce, seafood and specialty sauces. These vendors occupied approximately 3,500 square feet on the upper level of the Market. Unfortunately within 15 months these vendors had closed their business for various reasons.. In October 2006, the City of Kitchener hired Cameron Hawkins and Associates who conducted a recruitment exercise by surveying potential vendors. While there was some interest expressed by a few vendors, in staff's opinion there was not a critical mass of sufficient quality to be sustainable in the long term. In the fall of 2007, Council directed staff to investigate six options for Your Kitchener Market, one of which was the Small Independent Vendor similar to the original vision for the market. In March 2008, Council supported the direction to proceed to determine if there were a new group of small independent vendors interested in leasing space in the upper market on a full time basis as owner-operators. Staff undertook an expression of interest process, worked with the Waterloo Region Small Business Centre and hosted a seminar specifically for the interested vendors focusing on starting a business at Your Kitchener Market. These potential vendors were given a brief background about the present situation, options that are currently being discussed along with business requirements that would be helpful to them in order to succeed. Interested candidates were asked to submit an application for full time tenancy for the upper level. A total of nine applications have been received to date (See Appendix 1). Some duplication of vendor type have been submitted and through the negotiations period, there may be a reduction in the number of applications. Following negotiations and elimination of duplicate vendor types from the above mentioned applicants, it is expected that 250/0 - 500/0 of the vacant space on the upper level of the Market could be leased by fall 2008. PAGE 6 Background (Cont'd) During the vendor development period staff also undertook a public consultation. Between April 5 - 15, 2008, staff conducted a public consultation process on the three options identified for the use of the vacant space on the upper level of Your Kitchener Market. The three options are as follows: · Small independent vendors: Either a vendor collaborative; owner - operated vendor space, or a combination of the two. · Arts and Culture Centre: a 3-5 year solution with eventual replacement by a mid-sized grocer or larger non-food retailer. · Status Quo: Remain as is until a mid-size grocer or larger non-food retailer is secured. The results of the public consultation are highlighted in the chart below: Venue # of comments received Online responses 72 Market shopper survey responses 110 Public information session responses (17 people attended over two nights) 10 Voice Mail responses 6 Regular mail/email responses 2 (one of each) Total # of Responses Received 200 Preferred Option: Small Independent Vendors and/or Collaborative 84.9 per cent of 186 respondents ranked Option 1 - Small Independent Vendors and/or Vendor Collaborative - as their preferred option. PAGE 7 Background (Cont'd) THEMES: Preferred option = Small Independent Vendors: · Supports farmers and local business/buy local, fresh food. (38) · Small independent vendors retain the original identity and quality of the market/homegrown alternative/keep it as it was meant to be (32) · Convenience/access for downtown residents to five-day grocery shopping / could buy fresh all week long. (22) · Vendors have a vested interest in making it work! are best able to make it work. (16) · Grocery store on the upper level would compete against vendors/does not fit with market concept. (10) · Offers most variety for the customer. (6) · Small independent vendor option takes environment into account/ reduces vehicle usage. (3) Challenge The traditional Saturday farmers market operates virtually at full capacity and continues to be successful. The market provides its patrons with many benefits such as competitive prices, local fresh meats and produce and a vibrant social environment. Presently, the Saturday market continues to be an tremendous experience with 1000's of shoppers visiting many long time vendors each and every week.. However the upper level full time market is only partially occupied. The west half of the upper market is fully occupied with restaurant style vendors providing international cuisine for eat-in, take-out and catering services as well as two full time temporary vendors. These vendors are experiencing various degrees of success - some may not be well suited for the long term and there may be some turnover. The remainder of the upper level is underutilized and therefore has not achieved the objectives of original vision, thereby affecting financial performance and image of the facility. The goal of this business case is to demonstrate if the Original Vision of Small Independent Vendors can improve the upper full time market, creating a successful overall venture with an improved image and stabilized subsidy. PAGE 8 Project Description Current Situation During the past year, City staff has re-tested the concept of the original vision. There is support for this concept as evidenced through the outcome of the public consultation process and the current number of applications received for leasing vendor space. This clearly demonstrates there is an interest in the concept of re-visiting the concept of small independent vendors as the go forward solution for the upper level market. Project Description There is approximately 5,700 square feet of leasable space available on the upper level of Your Kitchener Market. This project incorporates. · Re-testing the original vision: (small independent owner operated vendors) · Establishing an implementation strategy if this option were to be adopted. · Setting revised goals for the operation including revised financial goals if this were to be approved. Scope This scope of the Small Independent Vendors project as a solution on the upper level of Your Kitchener Market includes the following: · Full use of the upper level of the Market by small independent vendors · Stabilize the present Market subsidy by offsetting the increase in annual expenses through phased rent increases. PAGE 9 Project Description Anticipated Outcomes The use of the vacant space on the upper level of the market as a combination of small independent vendors will have several projected outcomes, such as: · Increase customer traffic during the week · Regulate market hours for the upper level Tuesday - Friday 10 am - 6pm and Saturdays 7am -2pm · Stabilize the present Market subsidy in step increases to offset the increase in annual expenses by phasing in rent increases over 3 years · Provide the Market experience on a consistent basis · Provide shopping convenience to Kitchener residents and the downtown business community · Establish and maintain relationships between market vendors and market neighborhoods · Increase the sales for the current International Cuisine vendors · Add to the vibrancy of the downtown · Develop a business plan/marketing strategy encompassing both the upper/lower market · Enforce consistent hours of operation for all vendors PAGE 10 Project Description (Cont'd) Stakeholders Stakeholders: Overview of Business Requirements Primary -Internal Council More active use of the facility & stabilize Market subsidy Market Staff Additional daily responsibilities Primary - External Taxpayers Stabilize subsidy to the facility, improve operation and image Present market Vendors Increased traffic, potential to increase sales New Independent Vendors Provide space to conduct business Secondary - Internal Facilities Management Approvals, Permits Legal Agreements, Leases, etc. Licensing BusinessNendor Licenses Marketing & Communications Advertising, Marketing Parking Potential increase in revenue Secondary - External Market Shoppers Market experience on a consistent basis, convenience Market Neighborhoods Strengthens linkages between the market and the surrounding neighbourhoods PAGE 11 Project Team Project Description (Cont'd) Keith Baulk Enterprise Kathy Weiss Economic Development Ingrid Schiller Your Kitchener Market Karen Killeen Your Kitchener Market Rob Morgan Project Administration Jamie Mahony Finance Hans Gross Project Administration Cheryl Calic Marketing & Communications Doug Hergott Facilities Management Jana Miller Marketing & Communications Cheryl York Community Services PAGE 12 Timelines Project Description (Cont'd) Activity Date Business case to Community June 16, 2008 Services Committee Council Approval June 23, 2008 Business Plan work period for End of June to Mid August Small Independent Vendors 2008 Selection of vendors Mid/End of August 2008 Initial meetings with selected Mid August to beginning of vendors, approve drawings September 2008 * the plans for some vendors may be less complex thereby reducing the time to commence operations Renovations begin September 2008 Recruitment for additional August 2008 vendors continues Note - staff provides support through all phases of the process. Sections involved include the Market, FM, Building, Small Business Centre, Licensing, Financial Services and Communications. PAGE 13 Strategic Alignment Goal Alignment Corporate Plan Community Vision - Together we will build an innovative, caring and vibrant Kitchener with safe thriving neighbourhoods. Plan for a Healthy We do recognize that to continue all of the services that our city Kitchener provides it is not without its challenges as local governments struggle to do more with fewer dollars. But what we must do is more, not less. To enhance the quality of life and economic vibrancy of our city. To make further progress as a healthy community. To attract and retain more residents willing to make Kitchener their home - and willing to invest their future in ours. Kitchener's Downtown Downtown Kitchener is a community amongst nine adjacent Strategic Plan neighbourhoods. The downtown's success is vital to these neighbourhoods. And their success is vital to the downtown. For these people in these neighbourhoods, downtown Kitchener will be an extension of where they live. It will be the place where they come to work, to do their banking, to shop, to be entertained and to do their day-to-day chores. They not only have a vested interest in its future but a belief that it will succeed. Economic Growing small business with our entrepreneurial Development Strategy philosophy that will encourage innovation and employment to advance economic resilience. PAGE 14 Project Risk Assessment Risk of Proceeding with the Small Independent Vendors Risk Probability Impact General Mitigation Strategy Not enough · Market the concept to a interested/qualified broader user base small independent Medium High · More space for vendors to populate community use the space · Develop a strategic plan/marketing strategy Development of the · Ensure all costs, both upper level with small City and vendor are independent vendors anticipated may cost more than Low Medium · Prioritize & defer other anticipated less essential projects with the Market capital envelope Vendor turnover as a · Continue to recruit new result of the strict Medium Low vendors to fill in the hours of operation vacant space PAGE 15 Project Risk Assessment (Cont'd) Risk of Not Proceeding with Project Risk Probability Impact General Mitigation Strategy · Continue with recruitment efforts to fill Space remains vacant Medium Medium the vacant space · Utilize space for community space · Continue with Frustrated taxpayers recruitment efforts to fill Medium Medium the vacant space · Utilize space for community space Loss of some of the · Continue to pursue other International Cuisine High Medium Market related tenants vendors PAGE 16 Financial Impact Appendix 2 contains the Market Option Phase II Operation Financial Estimates from 2009 to 2011 showing additional Upper Market rental revenues at 300/0 to 900/0 capacity. The additional Upper market has 5,700 square feet available for rent at $9, $13 and $17 per square foot in 2009, 2010 and 2011 respectively. The lower level market rental revenue, general unclassified revenue and expenses are based on the 2008 budget increases of 30/0 annually. The overall subsidy from the City of Kitchener will remain around $700,000. In the best case scenario in 2011 at 900/0 capacity, the Market is still expecting to show a loss of $681 ,824. It is also anticipated that it there would be a capital cost of approximately $50,000 -$75,000 (Class C estimate) funded from the current market capital envelop to provide blunt services to the new stands. PAGE 17 Conclusions In March 2008 Council recommended that staff re-visit the concept of the 'Original Vision' of small independent vendors participating full time, 5 days a week at the market as one of three options. Through a recruitment process, staff was able to determine that there is renewed interest from potential vendors for full time tenancy on the upper market level. A total of 9 vendors have completed expressions of interest. Moving forward staff would continue to recruit new vendors until the remainder of the empty space is completely occupied. Important factors to consider in order to move the market in a new direction include: · Consistency in hours of operations, vendor attendance, and development of standard operating policies for all vendors · Develop a short term business and marketing strategy that includes a business attraction and retention model · Ensure the Market is integrated into the downtown strategic plan and is seen as an integral part in the evolution of Downtown Kitchener · A diverse selection of vendors selling goods that attract all demographics and meet the daily needs of consumers · Continue to sell local, fresh produce, especially in season · Maintain the legacy of the Market Recommendations Should Council support the Original Vision - small independent vendors as the preferred option, staff recommends the following: 1. That staff commence lease negotiations with the selected small independent vendors of the current applicants. (See Appendix 1) 2. That a business plan and marketing strategy be developed to assist in recruitment and retention of additional small independent vendors. 3. That staff continue with the recruitment process for additional small independent vendors. 4. That the unused space on the upper market level be utilized for community use until additional vendors can be secured. PAGE 18 List of Appendices Appendix 1 Potential second floor vendors Appendix 2 Market Option Financial Impacts PAGE 19 APPENDIX 1 Category Products Requirements from the Market Fair Trade & socially Oil, sugar, flour, snacks, · Requires 400 sq. feet conscious products baking needs, etc. Grocery stand Organic products, · Requires 750 sq. feet diabetic, vegan, gluten free & vegetarian food. Sale of household items, based on the needs of the local neighborhood. Health, wholesale treats Organic breads, pies, · Requires 300 sq. feet shop cookies, muffins, jams, freshly squeezed juices, teas, cakes and more. Personal care products Candles, hemp apparel, · Requires 350 sq. feet and fai r trade gifts fair trade drums, books, lotions, incense and more. Produce sales Local and imported fruits · Requires 1 ,000 sq. feet and vegetables. Craft vendor Hand made jewelry, · Requires 180 sq. feet hand knitted items and unique gifts. Yarn vendor Natural and luxury fine · Requires 250 sq. feet yarns and knitted products. Craft vendor group Candles, glassware, · Require 250 sq. feet birdhouses, jewelry and other products Bakery Breads, croissants, · Requires 1 ,000 sq. feet cookies and other baked goods Also potentials Vendor/neighbourhood collaborative Fresh, locally produced meats, goods & produce. . Requires approximately 1 ,400 s . feet PAGE 20 Appendix 2 Market Qotion Phase II Qoeratina Financial Estimates Upper Market Total Based 0 n Upper Market Total Based 0 n Upper Market Total Based 0 n Budget 30% Capacity 30% Capacity 60% Capacity 60% Capacity 90% Capacity 90% Capacity 2009 2009 2009 2009 2009 2009 2009 ~ Lower Market Rental Rental Revenue 406,539 406,539 406,539 406,539 Upper Market Rental Revenue (Notes 1, 2,3, & 4) 27,585 15,390 42,975 30,780 58,365 46,170 73,755 General Unclassified Revenue 10,547 10,547 10,547 1 0,547 Total Reven ues $444,671 $15,390 $460,061 $30,780 $475,451 $46,170 $490,841 Exoenses Market Operations Salaries & Wages $413,809 $413,809 $413,809 $413,809 Administration 47,560 47,560 47,560 47,560 Insurance 45,773 45,773 45,773 45,773 Security-Off Duty Police 16,480 16,480 16,480 16,480 Advertising & Publicity 160,908 160,908 160,908 160,908 Miscellaneous 2,101 2,101 2,101 2,101 $686,631 $0 $686,631 $0 $686,631 $0 $686,631 Building Operations Salaries & Wages $78,921 $78,921 $78,921 $78,921 Additional Part-Time Building Attendants 16,765 16,765 16,765 16,765 16,765 16,765 Maintenance materials & equip 146,406 146,406 146,406 146,406 Additional Buildi nglCleaning Supplies 5,000 5,000 5,000 5,000 5,000 5,000 Electricity 91,881 91,881 91,881 91 ,881 Heat 56,791 56,791 56,791 56,791 Water 7,455 7,455 7,455 7,455 Square maintenance/snow removal 41 ,200 41,200 41 ,200 41 ,200 Security (Note 5) 34,151 34,151 34,151 34,151 Alarm Servi ces 1,167 1,167 1,167 1,167 Taxes 24,720 24,720 24,720 24,720 $482,693 $21,765 $504,458 $21,765 $504,458 $21,765 $504,458 Total Expenses $1 ,169,324 $21 .765 $1 ,191 ,089 $21 ,765 $1 ,191 ,089 $21.765 $1 ,191 ,089 Net Income (Loss) ($724,653) ($6,375) ($731 ,027) $ 9 ,01 5 ($715,637) $24.405 ($700 .247) Notes 1. Current Upper Market Vendor Rental Sqr Ft 3065 2. Additional Upper Market Vendor Rental Sqr Ft 5700 Year 2008 Year 2009 Year 201 0 Year 2011 3. Rental Revenue Per Square Foot $6 $9 $13 $17 4. Capacity Percentages Expected 30% 60% 90% 5. In 2006 Facilities Management did not distinguish security between facilities other than Enterprises. Therefore 2008 to 2011 are based on a 3% annual increase. 6. Capital Cost For Setting Up Additional Vendors in 2009 is esti mated at $13.16 per Sqr Ft. PAGE 21 Appendix 2 Market Ootion Phase II Ooeratino Financial Estimates Upper Market Total Based 0 n Upper Market Total Based On Up per Market Total Based On Budget 30% Capacity 30% Capacity 60% Capacity 60% Capacity 90% Capacity 90% Capacity 2010 2010 2010 2010 2010 2010 2010 ~ Lower Market Rental Rental Revenue 418,735 418,735 418,735 418,735 Upper Market Rental Revenue (Notes 1, 2,3, & 4) 39,845 22,230 62,075 44,460 84,305 66,690 106,535 General Unclassified Revenue 10,864 10,864 10,864 10,864 Total Reven ues $469,444 $22,230 $491,674 $44,460 $513,904 $66,690 $536,134 Exoenses Market Operations Salaries & Wages $426,223 $426,223 $426,223 $426,223 Administration 48,987 48,987 48,987 48,987 Insurance 47, 146 47,146 47,1 46 47,1 46 Security-Off Duty Police 16,974 16,974 16,974 16,974 Advertising & Publicity 165,735 165,735 165,735 165,735 Miscellaneous 2,164 2,164 2,164 2,164 $707,230 $0 $707,230 $0 $707,230 $0 $707,230 Building Operations Salaries & Wages $81,288 $81,288 $81,288 $81,288 Additional Part-Time Building Attendants 17,268 17,268 17,268 17,268 17,268 17,268 Maintenance materials & equip 150,798 150,798 150,798 150,798 Additional Building/Cleaning Supplies 5,150 5,150 5,150 5,150 5,150 5,150 Electricity 94,638 94,638 94,638 94,638 Heat 58,495 58,495 58,495 58,495 Water 7,679 7,679 7,679 7,679 Square maintenance/snow removal 42,436 42,436 42,436 42,436 Security (Note 5) 35,176 35,176 35,176 35,176 Alarm Servi ces 1,202 1,202 1,202 1,202 Taxes 25,462 25,462 25,462 25,462 $497,174 $22,418 $519,591 $22,418 $519,591 $22,418 $519,591 Total Expenses $1 ,204,403 $22,418 $1,226,821 $22,418 $1,226,821 $22,418 $1,226,821 Net Income (Loss) ($734,960) ($188) ($735,147) $22,042 ($712,917) $44,272 ($690,687) Notes 1. Current Upper Market Vendor Rental Sqr Ft 3065 2. Additional Upper Market Vendor Rental Sqr Ft 5700 Year 2008 Year 2009 Year 201 0 Year 2011 3. Rental Revenue Per Square Foot $6 $9 $13 $17 4. Capacity Percentages Expected 30% 60% 90% 5. In 2006 Facilities Management did not distinguish security between facilities other than Enterprises. Therefore 2008 to 2011 are based on a 3% annual increase. 6. Capital Cost For Setting Up Additional Vendors in 2009 is estimated at $13.16 per Sqr Ft. PAGE 22 Appendix 2 Market Ootion Phase II Ooeratino Financial Estimates Upper Market Total Based On Upper Market Total Based On Upper Market Total Based On Budget 30% Capacity 30% Capacity 60% Capacity 60% Capacity 90% Capacity 90% Capacity 2011 2011 2011 2011 2011 2011 2011 ~ Lower Market Rental Rental Revenue 431,297 431,297 431,297 431,297 Upper Market Rental Revenue (Notes 1, 2,3, & 4) 52, 105 29,070 81,175 58,140 110,245 87,210 139,315 General Unclassified Revenue 11 , 190 11 ,190 11 , 1 90 11 ,190 Total Reven ues $494,592 $29,070 $523,662 $58,140 $552,732 $87,210 $581,802 Exoenses Market Operations Salaries & Wages $439,010 $439,010 $439,010 $439,010 Administration 50,457 50,457 50,457 50,457 Insurance 48,561 48,561 48,561 48,561 Security-Off Duty Police 17,484 17,484 17,484 17,484 Advertising & Publicity 170,707 170,707 170,707 170,707 Miscellaneous 2,229 2,229 2,229 2,229 $728,447 $0 $728,447 $0 $728,447 $0 $728,447 Building Operations Salaries & Wages $83,727 $83,727 $83,727 $83,727 Additional Part-Time Building Attendants 17,786 17,786 17,786 17,786 17,786 17,786 Maintenance materials & equip 155,322 155,322 155,322 155,322 Additional Building/Cleaning Supplies 5,305 5,305 5,305 5,305 5,305 5,305 Electricity 97,477 97,477 97,477 97,477 Heat 60,250 60,250 60,250 60,250 Water 7,909 7,909 7,909 7,909 Square maintenance/snow removal 43,709 43,709 43,709 43,709 Security (Note 5) 36,231 36,231 36,231 36,231 Alarm Services 1,238 1,238 1,238 1,238 Taxes 26,225 26,225 26,225 26,225 $512,089 $23,090 $535,179 $23,090 $535,179 $23,090 $535,179 Total Expenses $1,240,536 $23,090 $1,263,626 $23,090 $1,263,626 $23,090 $1,263,626 Net Income (Loss) ($745,944) $5,980 ($739,964) $35,050 ($710,894) $64,120 ($681,824) Notes 1. Current Upper Market Vendor Rental Sqr Ft 3065 2. Additional Upper Market Vendor Rental Sqr Ft 5700 Year 2008 Year 2009 Year 2010 Year 2011 3. Rental Revenue Per Square Foot $6 $9 $13 $17 4. Capacity Percentages Expected 30% 60% 90% 5. In 2006 Facilities Management did not distinguish security between facilities other than Enterprises. Therefore 2008 to 2011 are based on a 3% annual increase. 6. Capital Cost For Setting Up Additional Vendors in 2009 is estimated at $13.16 per Sqr Ft. PAGE 23 CSC REPORT #08-043 APPENDIX 4 MARKET GOVERNANCE REVIEW TASK FORCE TERMS OF REFERENCE Task Force Purpose · To review the pros and cons of various management models for the Market and make a recommendation to Council as to the most appropriate model for the ongoing future development and management of the facility and business. Potential Governance options to be Considered · City Department (as is) · City Department with Advisory Group · Vendor managed · Municipal Service Board · Incorporated Board · Others? Task Force Membership · Vendors - one upper/one lower (2) · Citizen at large (1) · N eighbourhood rep (1) · KDBA rep (1) · CSD staff (1) · Economic Development staff (1) · FM staff (1) A third party facilitator, engaged by the City will develop the agenda, process and chair the meetings. Administration support would be provided by the City of Kitchener and the Legal Department would serve as a resource to the Committee with one staff attending all meetings. Meetings The Task Force would meet on a regular basis and address the following issues: development of options review of options; pros and cons impacts and feasibility of each option identification of preferred option process required to implement preferred option and identify an implementation team development of report with recommendations for Council approval The Task Force will strive to prepare a recommendation by December 2008 and disband upon Council approval of the preferred option. J 2008 Short-Term Strategic Plan Prepared by: Kathy Weiss Director of Business Development June 12, 2008 2008 Short-Term Strategy Your Kitchener Market TABLE OF CONTENTS A. I NTRO D U CTI 0 N ..................................................................................................... 2 B. 0 BJ E CTI V ES .......................................................................................................... 3 C. SHORT-TERM STRA TEGI ES ................................................................................. 4 D. LONG - TERM OUTLOOK .......................................................................11 2008 Short-Term Strategy Your Kitchener Market A. Introduction The vision of Your Kitchener Market at its inception was to become an instant landmark and serve as an anchor for the district and an eastern entrance feature for the downtown. It was to be the hub of culture, shopping and tourism with expectation to be a catalyst that would promote change, bring new investment and present new business opportunities. But most of all, people would shop 6 days a week at an exciting and unique place to buy a wide range of fresh foods produced in Ontario from the people who make them. A number of major success measures for the Market block have been achieved as originally envisioned. The private sector retail components are operational and the 68 units in Market Lofts are approaching 1000/0 sold. The Saturday Market is operating at 1000/0 capacity with 980/0 vendor retention and thousands of shoppers visit each week. However the City has not achieved all it's objectives in which the full time Market has not advanced as expected. Effective June 2, 2008, the responsibility of the Kitchener Market was transferred to Economic Development under the leadership of the Director of Business Development. As a result, a Short-Term Strategic Plan was developed to move the Market forward while the process is underway to determine a Governance model for the Market. The goals of the plan are aligned with the vision and corporate objectives of the City of Kitchener as outlined in the "Kitchener Market Management Expression of Interest" released July 2007. These include: · A continuing successful Saturday Market · Provide a vibrant urban fill time Market on the upper level that may include food or other uses compatible with the viability of the downtown and other services to its citizens. · Improved financial position of the Market over time · Create a destination that could continue to support re-urbanization of east end downtown Other goals include: · Restoring image of market to its historic Farmers' market roots · Develop short- term Marketing strategy that compliments the short-term Strategic Plan 2 2008 Short-Term Strategy Your Kitchener Market B. Objectives The Your Kitchener Market Short-Term Strategic Plan has been developed to identify short term strategic priorities for the next six months. Once the governance solution is in place, it is recommended that a strategic plan be developed along with a 3 year business plan supported by an aggressive marketing strategy. This plan contains 20 strategic action items related to issues that have been identified as impediments, obstacles or necessities in establishing a vibrant and successful Market outside the successful Saturday Farmers Market. Those issues represent strategic initiatives within the areas of: infrastructure, partnership development, staff resources, business attraction, marketing, programming, policies and procedures for Vendors and fiscal management. Implementation plans for each of the strategic goals will be developed based upon formal input from Council, staff as well as collaboration with constituents including the Kitchener Market Collaborative. These implementation plans will include goals that can be measured throughout the short- term period and reported back to Council. As a result of the process currently underway to determine the Governance structure of the Market, other long-term strategies are not addressed or included in this list of short-term priority areas however it is recommended that they be incorporated into a long term plan by the new governance body. 3 2008 Short-Term Strategy Your Kitchener Market c. Short-term Strategies The strategic issues outlined in this section have been identified as short-term priorities. The expectation for these strategies is that considerable progress can be achieved in these areas over the next six months. Implementation plans will be developed for each of these strategic areas, which will also identify resources needed for the achievement of strategic goals. INFRASTRUCUTRE - Maintain a quality facility that will enhance the vIsion of attracting vendors, customers and the public and provide for a safe and secure environment. The need to preserve and maintain the current infrastructure within the Market building is imperative to; ensure City of Kitchener's financial investment is sustained; provide aesthetically pleasing environment that will bring new investment and shoppers. Implementation of the proposed capital upgrades have been previously approved and are supported in the 2008 Capital budget. Action: Market floor - Replace painted finish The floor on both levels of the market is worn and leaves the perception of a shabby facility. The tendering process was complete in 2007 and a contractor was selected based on city purchasing policy. A committee was struck to determine and select the most appropriate and best material to finish the Market floor. Re-establish contact with the contractor of choice and work with Facilities Management to develop an appropriate schedule to complete the floor repair. Timeline: Immediate Action: Install P.A. System The need for a P.A. system is warranted for the purpose of piping in music to create a warm and vibrant atmosphere and as a necessary security tool, if the need arises. In 2007, three quotes were obtained as per City of Kitchener purchasing policy, for a system that would support the interior market up to and including the parking garage and exterior piazza. Follow up with Facilities Management and Market staff to select appropriate supplier and determine schedule for installation of system. Timeline: Immediate 4 2008 Short-Term Strategy Your Kitchener Market Action: Market Finishing The opportunity exists to enhance the fagade, both interior and exterior, that would improve the surroundings and encourage an inviting atmosphere. Considerations could include: · External Signage · Remove modern artwork currently in place which conjures up images of a restaurant and replace with replicas of old photographs of the market to celebrate the successful history of the market · Add large banners on the walls to create perception of a lower ceiling · Add "Green" to front of the Market · Establish Street Marquee over the entrance to draw attention and bring people in · Have visible banners outside on lamp posts Encourage input from all groups and work with Facilities Management and Market staff, in order to ensure opportunities for improvement are warranted and feasible. Timeline: 3 - 6 months PARTNERSHIP DEVELOPMENT - Work with the Kitchener Market Collaboration (KMC) over the summer months to find a solution for Upper Market Mini-Market concept; continue to build and maintain relationships with existing Vendors. There is an interest in such a model due to the growing interest in local, fresh and organic food allover the country as witnessed by such books as the "100 Mile Diet" and "Defense of Food". Such concepts as "food desert" recently publicized in Kitchener on Chanel 13 TV and the new Kitchener outlet promoted in the Waterloo Record on June 4, 2008 known as "Our Farmers Choice" selling food products from local farmers including organic meats also supports this trend. Action: Develop partnership with Kitchener Market Collaborative The Kitchener Market Collaborative arose out of a desire to support a vendor-led initiative with two goals: 1) A successful vendor co-operative mini farmers' market that would operate on a full time basis in the upstairs portion of the Kitchener Farmers Market and; 2) The desire for direct representation of vendors of the current Saturday market in the operation of the market. 5 2008 Short-Term Strategy Your Kitchener Market Although the KMC was scheduled to present a business case on a Kitchener Mini Farmers' Market on June 16th at CSC, preliminary discussions have taken place between the new Director and the KMC in which they have agreed in principal to withdraw their report. The intent is to continue dialogue over the summer on working together in the establishment of a concept that supports the interest in local, fresh and organic food for the Upper Level of the Market. Timeline: Immediate Action: Build relationships with current vendors While the current Market staff have embraced the development of these relationships, as new management to the facility dialogue will commence that will communicate the strategic direction going forward and collecting their input along the way. Timeline: Immediate STAFF RESOURCES - Ensure staff have defined roles, establish specific, concrete and clear objectives that compliment skills and maximize quality and quantity of work; review temporary and contract personnel composition to ensure roles and functions are pertinent to the operations of the Market. Action: Create PDQ's for full-time staff There are no formal job descriptions currently in place for the full-time staff at the Market. While overlap is unavoidable between the Manager and Supervisor of Business Development in certain circumstances, there is a sense of ambiguity as to functions of each role. Contact Human Resources to start the process of developing PDQ's for all full time staff. Timeline: Immediate Action: Provide direction and establish goals and objectives for Market staff Clearly specify priorities, establish specific, concrete and clear objectives and develop appropriate courses of action in order to meet the goals of the Short-term Strategic Plan and the long-term vision of the Market. Work with Market staff and other groups for input to the process. Time line: Immediate 6 2008 Short-Term Strategy Your Kitchener Market Action: Develop relationships with KDBA and downtown businesses In order to advance the programming initiatives of the Market, it is imperative that the Market staff establish a working relationship with the KDBA and downtown businesses. Investigate Manager of the Market to sit on KDBA Board of Directors; encourage Supervisor of Business Development to promote events and other activities through site visits. Timeline: 1-3 months Action: Determine if staffing levels are required for temporary/contract staff Review roles of temporary/contract staff to ensure duties are not overlapped, duplicated or unnecessary. Create impact analysis if determination is warranted for redundancies. Timeline: 3-6 months BUSINESS ATTRACTION - Develop a focused business attraction strategy for vendor recruitment; explore opportunities for corporate sponsorship at the Market Action: Work with Supervisor, Business Development to attract Small Independent Vendors to Upper Market The expectation of the recruitment process is to fill up the vacant space on the upper market level while at the same time working with the KMC in the concept of Mini Farmer's Market. This will involve but not limited to visits to other market sites, attendance at events/programs of interest, cold calling and follow through on opportunities not yet explored. Timeline: Immediate Action: Research opportunity to establish "Market Place" (flea market) on Wednesdays In early 2008, staff was approached by an organizer of a consortium of Flea Market vendors who travel as a "Business" to different cities, committing specific days to each. While they are committed for most days through out the Province, they had an opening for Wednesdays and were wiling to come to Kitchener Market. Many flea markets have become a local favorite destination. While the original vision of the Kitchener Market was to steer clear of the flea market concept similar to St. Jacob's Market, an opportunity presents itself to revive Wednesdays with this potential service. 7 2008 Short-Term Strategy Your Kitchener Market This could be referred to as a "Market Place" rather than Flea Market and be located on the first floor. Advantages to supporting this concept are: · No cost to the City as space is available and already divided up for vendor use · Space used all year on Wednesdays · Increased revenue for Market · Increased traffic on Wednesdays which could encourage more food vendors to participate as well as new programming activities. Conduct further dialogue with Council to determine if this is a viable opportunity and if supportive, contact consortium to discuss further. Timeline: Immediate PROGRAMMING - Ensure programming is targeting defined markets and enhancing current events within the City; marketing and promoted appropriately to ensure participation Action: Wellness Wednesdays Target Market: Downtown business people Secondary Market: Business people outside downtown This program is currently underway whereby every other Wednesday beginning July 9th, a theme around Wellness is chosen for a 1.5 hour session with experts in a particular field speaking from 12:15pm to 12:45pm. Information will be displayed on the topic and a new initiative will be underway to solicit tradeshow participation from vendors who support that particular field. This will generate revenue to help offset related expenses for the event. On the off weeks, in working with the KDBA, experts/mentors will be solicited from the KDBA membership and/or the Waterloo Region Small Business Centre to present topical issues that would be of interest to the target markets. A marketing strategy has been initiated with posters, radio advertising as well as advertisements in the Record, commencing June 27th. Action: Establish partnership with Media The local CTV station in London hosts their morning Breakfast Television show from the London Market everyday. Explore opportunities with CTV and local radio stations to broadcast from the Market. Timeline: 1-3 months 8 2008 Short-Term Strategy Your Kitchener Market Action: Review current programming scheduled at the Market Look at best practices for exciting and innovative events that would attract people to the Market on days other than Saturday. Timeline: Immediate MARKETING - Ensure a plan is in place that will give the Market a fresh new start in awareness, image, branding and promotion Action: Review Branding of the Market An aggressive marketing strategy needs to be undertaken for the Kitchener Market. This includes: · Re-branding - currently the printing, colours and font on website, advertising, shopping bags, signage, collateral are all different · Signage - New messaging and design for signage · Website - Completely different brand than logo and other marketing collateral · Messaging - Currently no messaging for Wednesday. · Revisit Name - New strategy, new vision, new branding, new management, new name Begin dialogue with Communications to move forward with input from other groups including public and COK staff. Timeline: immediate Action: Develop advertising plan for remainder of 2008 Revisit the current advertising activities for the remainder of 2008 and determine best use of the budget to suit the needs of the short-term strategy. Begin dialogue with Communications to move forward. Timeline: Immediate Action: Review Signage location opportunities The lack of signage is a serious impediment to the Kitchener Market. It is a constant criticism that people do not know that they have arrived at the Market until they have driven past. The sign bylaw needs to be visited to determine opportunities to put signage in strategic locations that will benefit the potential customer. This includes signage along King Street from the 401 up to the Market location. Timeline: Immediate (pending branding) 9 2008 Short-Term Strategy Your Kitchener Market POLICIES/PROCEDURES FOR VENDORS - Ensure agreements and procedures are in place for all Vendors to ensure a consistent level of service that will enhance the marketing efforts going forward. Action: Compose Legal Agreements for all Upper Storey Vendors It is essential for the Upper Market Vendors to have formal agreements that determine conditions and obligations as a vendor in the upper floor space of the Market. This includes terms such as defined hours of operations, space allotment, city services provided, liability insurance waivers, violation policies etc. Work with COK Legal Department and Vendors to put in place in a reasonable timeframe. Timeline: 3-6 months Action: Enforce consistent hours of operation for all Vendors specifically on the upper floor of the Market Currently, some vendors on the upper level of the Market work hours that are suitable to their needs rather than needs of the Market. The hours of operation during the week are advertised from Tuesday thru Friday, 8:00 am to 4:00 pm, however it is a regular occurrence for the public to arrive during off peak times to find a food vendor closed for the day. If the focus is to develop a full-time Market that includes a business attraction and marketing strategy, a commitment is required on behalf of the Vendors to provide a level is service that is conducive to the efforts being put forth in turning the Kitchener Market into a vibrant thriving destination of choice. Timeline: 3-6 months Fiscal Responsibility - Enforce diligent fiscal and operations management and look for new opportunities to generate revenue for the Kitchener Market Action: Look at opportunities for corporate sponsorships to generate revenue To date, this has not been considered as a revenue generator for the Market. Work with Supervisor of Business Development for opportunities such as advertising on banners, signage etc. Timeline: 3 to 6 months Action: Put budgets in place for each new activity and ensure target are met Timeline: immediate 10 2008 Short-Term Strategy Your Kitchener Market D. Long-Term Outlook Strategic planning, by its very nature, is an ongoing, continuous process. Consequently, there is a need to set in motion methods for implementation efforts, performance measurements and ensure that the basic goals of the plan are achieved. It would also provide the necessary link to the budget process in which, for obvious reasons, strategic planning plays such a critical role. We must continue to build strong new relationship with vendors, suppliers, constituents, customers and stakeholders. We must work hard to improve the image of our Market and we must take the steps to ensure we are providing a service that is expected. We have a tremendous opportunity before us to ensure the future success by embarking on the development of : A full Strategic Plan 3 year Business plan Marketing Strategy Communications Plan Business Attraction/Retention Strategy Ongoing Fiscal Management As we travel through this journey of revision and change, the challenges and opportunities create a vision of hope and excitement of making the Kitchener Market a vibrant full-time destination of choice. 11 I.{) x :0 c 0) 0- 0- <( s:: ~ 0- '0 'u Q) ca 0')1 U) 0.0 cacaO moC'\l co~ -0 ~O') Q)~ ~ .- iI- (.) ca ca 0')1 :E g-O Gio~ 8:~ :Jg s:: ~ 0- '0 'u Q) ca 0')1 U) 0.0 cacaO moC'\l co~ -0 ~~ tn ~Q)~ m i: 'u E ca ca 0')1 ;:E g-o tnGio~ w 8:~ ca:J~ 'u s::: m s::: u::: s:: ~ 0_ '0 'u Q) ca 0')1 U) 0.0 cacaO moC'\l co~ -0 ~M o =Q)~ i: 'u Q) ca ca 0')1 rd:E g-O ..c: Gi 0 ~ c.. 8: ~ g:J~ ; o Q) 0')1 0)0 '00 ~C'\I .pi Q) ~ I- m :!: M '<::t o 00 o o if) o 0)1.{)t--- MI.{)'<::t I.{)t---I.{) mcv:>o o t--- T""" '<::t -f:f7 0)1.{)t--- M(,O'<::t I.{) M I.{) mooo o I.{) T""" '<::t -f:f7 0)1.{)t--- Mt---'<::t I.{) 0) I.{) mC\fo o'<::tT""" '<::t -f:f7 0) I.{) t--- MOJ'<::t I.{) I.{) I.{) m t---~ 0 o C\J T""" '<::t -f:f7 0) 00 ::::J 0) Co ~~ 0) 0) 0) a: ::::J ::::J co C c C ~ ~ 0) 0) 0) a: a: a: ~~-g cc;,;:: ~ ~"~ (j)+-'~ t~g ~~:J ~~co m m m ~~~~ ~--.J:JCJ > Q) a: o t--- (,0 '<::t o OJ t---~ o M o 0) M~ I.{) ~ ~ cv:> C\J~ ~ OJ~ o 0) '<::t -f:f7 o t--- (,0 '<::t -f:f7 I.{) '<::t~ I.{) t--- '<::t -f:f7 o OJ t---~ o M -f:f7 (,0 O~ o (,0 '<::t -f:f7 o 0) M~ I.{) -f:f7 r:: (,0 '<::t~ '<::t '<::t -f:f7 U) Q) ~ s:: Q) > Q) a: co '0 I- CI) 00 t:: 0) .9 g' c ~ S ".2 Q3 ~ ~ Im~j:l U)~~"'O S::Jo.;if)<( Q)~ >< w 0) 0 M 0 OJ T""" O(,Ot---OJoo OJI.{)t---'<::to)T""" cv:> t---~ u1 m 0 C\J~ T"""'<::t'<::tT"""(,O '<::t -f:f7 0) 0 M 0 OJ T""" o(,Ot---OJoo OJI.{)t---'<::to)T""" cv:> t---~ u1 m 0 C\J~ T"""'<::t'<::tT"""(,O '<::t -f:f7 0) 0 M 0 OJ T""" o(,Ot---OJoo OJI.{)t---'<::to)T""" cv:> t---~ u1 m 0 C\J~ T"""'<::t'<::tT"""(,O '<::t -f:f7 0) 0 M 0 OJ T""" o(,Ot---OJoo OJI.{)t---'<::to)T""" cv:> t---~ u1 m 0 C\J~ T"""'<::t'<::tT"""(,O '<::t -f:f7 0) "~ "~ ~g ~-g ::::JQ.. o~~ 0)5 g>~ g b:~ ~ ~ "~ ~ (i) ~ ~ -6 "~ Eif)<(~ M (,0 m OJ (,0 -f:f7 T"""I.{)('oOT"""T"""I.{)OT"""t---OOJ C\J(,OoOOJO)I.{)OI.{)(,OC\J1.{) O)t---'<::tOOJt---'<::tC\JT"""T"""t---'<::t 00 m m u1 T"""~ m t---~ T"""~ '<::t~ ~ '<::t~ '<::t~ t---T"""'<::t 0)1.{) '<::tM C\JO -f:f7 I.{) -f:f7 o -f:f7 I.{) (,0 t---~ (,0 o o o~ I.{) M (,O~ (,0 OJ (,0 -f:f7 T"""I.{)('oOT"""T"""I.{)OT"""t---OOJ C\J(,OoOOJO)I.{)OI.{)(,OC\J1.{) O)t---'<::tOOJt---'<::tC\JT"""T"""t---'<::t 00 m m u1 T"""~ m t---~ T"""~ '<::t~ ~ '<::t~ '<::t~ t---T"""'<::t 0)1.{) '<::tM C\JO -f:f7 I.{) -f:f7 o -f:f7 I.{) (,0 t---~ (,0 o o o~ I.{) M (,O~ (,0 OJ (,0 -f:f7 T"""I.{)('oOT"""T"""I.{)OT"""t---OOJ C\J(,OoOOJO)I.{)OI.{)(,OC\J1.{) O)t---'<::tOOJt---'<::tC\JT"""T"""t---'<::t 00 m m u1 T"""~ m t---~ T"""~ '<::t~ ~ '<::t~ '<::t~ t---T"""'<::t 0)1.{) '<::tM C\JO -f:f7 I.{) -f:f7 o -f:f7 I.{) (,0 t---~ (,0 o o o~ I.{) M (,O~ (,0 OJ (,0 -f:f7 C\J O)~ OJ t--- -f:f7 (,0 o '<::t~ (,0 '<::t T"""T"""I.{)OT"""t---OM OJ 0) I.{) 0 1.{)('oC\J 0) OJt---'<::tC\JT"""T"""t---(,O T"""~ m t---~ T"""~ '<::t~ ~ '<::t~ C\J~ 0)1.{) '<::tM C\JOJ '<::t -f:f7 00 c ~ 00 -g .~ 2 8: <( 0- ::::J 0) .S if) co-O) :0 0) .~ 3: ~~~ g ~~B ~ CI) EIo....-- 0 t:: ~ ~ ~ .~ ~ Ln ~g'tE;g ~O)~ ~ s ~ ~ ~ "~ 0 "~ &~co~co~ E~~ 00 C C C .0 ~ ~ if) ~"~ .Q 2 .Q .C "C E 00 t:: ~ .~ C .~ t5 +-' 0) ~::::J 0) ~ co :g .~ :g ~ ~ ~ 6- ~ ~ ~ =Sif)<(~<(WISif)if)<(~ En co > o E ~ I.{) (,0 t---~ C\J -f:f7 I.{) (,0 t---~ C\J -f:f7 I.{) (,0 t---~ C\J -f:f7 0) OJ o~ 0; T"""~ $ I.{) (,0 t---~ C\J -f:f7 0) OJ o~ 0; T"""~ $ I.{) (,0 t---~ C\J -f:f7 0) OJ o~ 0; T"""~ $ I.{) (,0 t---~ C\J -f:f7 '<::t C\J M~ 0) (,0 T"""~ $ U) Q) U) s:: Q) 0. >< W co '0 I- r::::' '<::t N.. o o t--- ~ I.{) o '<::t '<::t~ C\J -f:f7 r::::' M (,O~ I.{) r:: ~ I.{) o~ 0) -f:f7 r::::' C\J o~ M t--- ~ LL LLo- 10.... if) 0-_ if) ~ ~~ ca: ~ 0 10...."'0 o c "'0 0) c> ~(j) +-' ~ 0) 10.... ~ ~ ~~ ~ m 10.... 0- 0) 0- ~:J :Jco +-' C C 0 001 ~ ~ O)::::J"'O 00<( Z~N Ln t--- M~ (,0 ~ M I.{) (,0 '<::t~ C\J t--- ~ en U) o ~ Q) E o (.) .5 Q) z ;:t--- ~$ ~ 0) >- ~Mcf? 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