HomeMy WebLinkAboutRestaurant Association BID Agenda Packet 07/26/2017CITY OF NEWPORT BEACH
NEWPORT BEACH RESTAURANT BUSINESS
IMPROVEMENT DISTRICT AGENDA
1600 Newport Center Drive, Suite 120
Wednesday, July 26, 2017 - 9:30 AM
Newport Beach Restaurant Business Improvement District Members:
Phil Crowley, Director
John DeFrenza, Director
Bruno Massuger, Director
Matt Meddock, Director
Dan Miller, Director
Jordan Otterbein, Director
Kenyon Paar, Director
Christopher Roman, Director
Ronald Schwartz, Director
Jim Walker, Director
Vacant, Director
The Newport Beach Restaurant Business Improvement District meeting is subject to the Ralph M. Brown Act. Among other things,
the Brown Act requires that the Newport Beach Restaurant Business Improvement District agenda be posted at least seventy-two
(72) hours in advance of each regular meeting and that the public be allowed to comment on agenda items before the Business
Improvement District and items not on the agenda but are within the subject matter jurisdiction of the Newport Beach Restaurant
Business Improvement District. The Chair may limit public comments to a reasonable amount of time, generally three (3) minutes
per person.
The City of Newport Beach’s goal is to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a
participant at this meeting, you will need special assistance beyond what is normally provided, we will attempt to accommodate
you in every reasonable manner. Please contact Mary Locey, Management Analyst, at least forty-eight (48) hours prior to the
meeting to inform us of your particular needs and to determine if accommodation is feasible at (949) 644-3031 or
mlocey@newportbeachca.gov.
NOTICE REGARDING PRESENTATIONS REQUIRING USE OF CITY EQUIPMENT
Any presentation requiring the use of the City of Newport Beach’s equipment must be submitted to the City Manager’s Office 24
hours prior to the scheduled meeting.
I.CALL MEETING TO ORDER
II.ROLL CALL
III.PUBLIC COMMENTS ON AGENDA AND NON-AGENDA ITEMS
Public comments are invited on agenda and non-agenda items generally considered to be
within the subject matter jurisdiction of the Newport Beach Restaurant Association Business
Improvement District Board of Directors (NBRA BID Board). Speakers must limit comments to
three minutes. Before speaking, we invite, but do not require, you to state your name for the
record. The NBRA BID Board has the discretion to extend or shorten the speakers’ time limit
on agenda or non-agenda items, provided the time limit adjustment is applied equally to all
speakers. As a courtesy, please turn cell phones off or set them in the silent mode.
IV.CURRENT BUSINESS
1.Approval of Minutes (Schwartz)
Summary: Review the draft minutes from the May 24, 2017 meeting.
Recommended Action: Board to approve the May 24, 2017 meeting minutes.
Attachment - Draft Meeting Minutes
2.Election of BID Officers for FY 2017-2018
July 26, 2017
Page 2
Newport Beach Restaurant Business Improvement District Meeting
Summary: Board to accept nominations for President, Vice President, Treasurer
and Secretary for the FY 2017-2018 term.
Recommended Action: Board to approve the elected officers to serve the FY
2017-2018 term.
3.BID Financial Reports (Swain)
Summary:
1) Review of the BID financials ending June 2017.
2) Update on BID assessments.
Recommended Action:
1) Board to accept and file the BID financials ending June 2017.
2) None
Attachment - Financial Reports June 2017
4.Nomination to Fill an Open Seat on the BID Advisory Board
Summary: Board to review the received applications for the NBRA BID Advisory
Board's one open seat.
Recommended Action: Board to nominate one applicant for appointment by the
City Council to the NBRA BID Advisory Board to serve for the FY 2017-2018
term.
Attachments - Board Applications
5.FY 2018-2020 Strategic Business Plan Update
Summary: Destination Consultancy Group to present the final draft of the NBRA
BID's FY 2018-2020 Strategic Business Plan Update.
Recommended Action: Board to approve the NBRA BID's FY 2018-2020
Strategic Business Plan Update.
Attachment - FY 2018-2020 Strategic Business Plan Rationale
Attachment - FY 2018-2020 Strategic Business Plan Summary Sheet
6.Marketing Report (Dennis)
Summary: Update on the summer email campaign and current marketing,
promotions, PR and social media.
Recommended Action: None
7.Industry Update (Dennis)
Summary: Industry and community events
Recommended Action: None
V.BOARD/COMMITTEE/COMMISSION ANNOUNCEMENTS OR MATTERS WHICH
MEMBERS WOULD LIKE PLACED ON A FUTURE AGENDA FOR DISCUSSION,
ACTION OR REPORT (NON-DISCUSSION ITEM)
VI.ADJOURNMENT
Next meeting September 27, 2017
Page 1 of 3
City of Newport Beach Restaurant
Business Improvement District
Board Meeting Minutes – May 24, 2017
Newport Beach & Co.
1600 Newport Center Drive, Suite 120
Newport Beach, CA 92660
I. CALL MEETING TO ORDER
The meeting was called to order at 9:43 a.m.
II. ROLL CALL
Directors Present:
Ronald Schwartz Muldoon’s Irish Pub
Christopher Roman CUCINA enoteca
Jordan Otterbein A Restaurant & A Market
Bruno Massuger Back Bay Bistro
Jim Walker The Bungalow Restaurant
John DeFrenza Crocker’s The Well Dressed Frank
Quorum Achieved
Directors Absent:
Matt Meddock Sessions West Coast Deli
Dan Miller The Village Inn
Mario Marovic Dory Deli, Malarky’s Irish Pub & Stag Bar + Kitchen
BID Administrator Present:
Polly Peak Newport Beach & Company
Guests Present:
Katy Dennis Newport Beach & Company
Michelle St. Amour Newport Beach & Company
Lelsey Swain Newport Beach & Company
Dina Alleluia-Carr Newport Beach & Company
Don Anderson Destination Consultancy Group
Jim Mosher Resident
III. PUBLIC COMMENTS ON AGENDA AND NON-AGENDA ITEMS
• Mr. Mosher wanted clarification on the 4/5/17 minutes Item #2 Closed Ballot.
• Ms. Peak explained that it was a written ballot and we would change the wording in
the minutes.
• Mr. Mosher also wanted the names of the members that the board approved put
into the minutes.
• Ms. Peak provided the names of the members who were approved on the final vote
and confirmed by the City of Newport Beach.
Page 2 of 3
• President Schwartz requested the minutes to be amended.
IV. CURRENT BUSINESS
1. Approval of Minutes
President Schwartz requested a motion to approve the minutes as amended from the
April 5, 2017, meeting.
Motion: Director Otterbein moved to approve the April 5, 2017 minutes as amended.
Director Massuger seconded the motion.
The motion carried by the following vote:
Ayes: Schwartz, Roman, Otterbein, Massuger, & Walker
Directors absent for the vote: DeFrenza
2. BID Financial Reports
• Ms. Swain provided an overview of the BID Financial reports ending April 2017
that were prepared by Newport Beach & Co.
• Ms. Swain informed the board that they will see a breakout on the next
financials of prior balances and late fees.
President Schwartz requested a motion to approve the BID financial reports ending April
2017.
Motion: Director Walker moved to accept and file the financial reports.
Director Roman seconded the motion.
The motion carried by the following vote:
Ayes: Schwartz, Roman, Otterbein, Massuger, & Walker
Directors absent for the vote: DeFrenza
3. President’s Report
• President Schwartz introduced Don Anderson from Destination Consultancy
Group to go over the Strategic Plan.
• Mr. Anderson explained that he could not talk to every board member so this is
a Draft of the Strategic Plan.
• Mr. Anderson presented a draft one page summary of the NBRA strategic plan,
and provided a rationale report for his presentation and board discussion.
• Director Walker had concerns that the format suggests that Newport Beach &
Company/Dine Newport Beach will be the only marketing firm for the NBRA
and that Dine Newport Beach is a part of Newport Beach & Company not the
NBRA.
• Mr. Anderson said that the NBRA and Dine Newport Beach both agreed on
them coming together at the last meeting.
• Director Walker also had a concern that Newport Beach & Company fees were
going up.
• President Schwartz said that we could look at other marketing companies at
the end of our contract or go into a long term contract with Newport Beach &
Company.
• President Schwartz deferred final approval of the NBRA strategic plan to the
July Meeting.
Page 3 of 3
• President Schwartz suggested that the NBRA and the DineNB logos to be
combined.
• Ms. Dennis explained that we would not combine the 2 logos as 1 is for
marketing and the other is for the association.
• President Schwartz wants to make sure that the stakeholders understand the
relationship between DineNB and the NBRA.
4. Marketing Report
• Ms. St. Amour went over current projects for DineNB, and an insert about the
assessments that will go with the annual bill.
• Ms. St Amour provided information on the following:
o Website stats and getting the NBRA involved with the charity Food Finder
o Catering Guide for the DineNB.com website
o Culinary Journey video produced by NBTV
5. Industry Update
• Ms. Peak reminded the board about the June 13, 2017 City Council Meeting.
• Ms. Peak also reminded the board about the Western Foodservice Hospitality
Expo convention in August 2017.
• Presidents Schwartz announced that Ms. Peak is resigning from the NBRA BID
Administrator as of June 30, 2017.
• President Schwartz would like Ms. Peak to provide a document of primary
responsibilities that she handles for the NBRA.
• Ms. Dennis will be the point of contact for the team who answers to the NBRA
Board.
• Director Massuger suggested the NBRA promote an industry night for the
employees who work in the restaurants.
• Ms. St. Amour will send out an email to the stakeholders about an Industry Night.
V. BOARD/COMMITTEE/COMMISSION ANNOUNCEMENTS OR MATTERS, WHICH
MEMBERS WOULD LIKE PLACED ON A FUTURE AGENDA FOR DISCUSSION,
ACTION OR REPORT (NON-DISCUSSION ITEMS)
• None
VIII. ADJOURNMENT
The meeting adjourned at 10:45 a.m.
The next meeting will be Wednesday, July 26, 2017, at 9:30 a.m. at Newport Beach & Co.
Current Year to Date Prior Year to Date
06/30/2017 06/30/2016
Assets
Current Assets
Cash and Cash Equivalents
NBRA Checking 91,874.47 0.00
Undeposited Funds 400.00 0.00
Total Cash and Cash Equivalents 92,274.47 0.00
Accounts Receivable
Accounts Receivable
Accounts Receivable 30,434.50 0.00
Total Accounts Receivable 30,434.50 0.00
Total Current Assets 122,708.97 0.00
Total Assets 122,708.97 0.00
Liabilities and Net Assets
Liabilities
Short-term Liabilities
Accounts Payable
Accounts Payable 29,386.06 0.00
Total Accounts Payable 29,386.06 0.00
Total Short-term Liabilities 29,386.06 0.00
Total Liabilities 29,386.06 0.00
Net Assets
Net Assets
General Fund Balance 34,814.75 0.00
Total Net Assets 34,814.75 0.00
Net Income 58,508.16 0.00
Total Net Assets 93,322.91 0.00
Total Liabilities and Net Assets 122,708.97 0.00
Newport Beach Restaurant Association
Statement of Financial Summary
Year To Date
06/30/2017
FY2017 BUDGET Remaining Amount
Operating Revenue
Program Revenue
Restaurant Association Fees 194,800.00 189,000.00 5,800.00
Restaurant Association Late Fees 24,849.75 6,500.00 18,349.75
Restaurant Association Special Events 28,700.00 25,000.00 3,700.00
City of Newport Beach Matching Funds 40,000.00 40,000.00 0.00
City of Newport Beach Grant Funds 9,000.00 10,000.00 (1,000.00)
Total Program Revenue 297,349.75 270,500.00 26,849.75
Total Operating Revenue 297,349.75 270,500.00 26,849.75
Expenses
General and Administrative Expenses
Operating Expenses
Operating Expenses
Office Supplies 1,078.05 0.00 1,078.05
Postage 604.20 0.00 604.20
Bank Fees 1,980.27 0.00 1,980.27
Membership Dues 300.00 500.00 (200.00)
Governance Meeting Expenses 2,691.47 2,000.00 691.47
Total Operating Expenses 6,653.99 2,500.00 4,153.99
Total Operating Expenses 6,653.99 2,500.00 4,153.99
Professional Fees
Independent Contractors 8,280.00 8,000.00 280.00
Bloggers 8,750.00 12,000.00 (3,250.00)
Marketing Consultant Fees 66,000.00 60,000.00 6,000.00
BID Administration Fees 18,500.00 18,000.00 500.00
Financial Services Fees 13,500.00 18,000.00 (4,500.00)
Consultant Operational Reimbursement 14,486.00 12,000.00 2,486.00
Total Professional Fees 129,516.00 128,000.00 1,516.00
Total General and Administrative 136,169.99 130,500.00 5,669.99
Advertising Expenses
Advertising - Consumer 35,381.80 50,000.00 (14,618.20)
Total Advertising Expenses 35,381.80 50,000.00 (14,618.20)
Marketing Expenses
Community Relations
Community Partner Events 2,625.00 2,500.00 125.00
Event Marketing Expenses 34,473.14 55,000.00 (20,526.86)
Event Operating Expenses 7,803.10 5,000.00 2,803.10
Research 4,888.56 4,000.00 888.56
Total Community Relations 49,789.80 66,500.00 (16,710.20)
Marketing Collateral
Collateral Production Expenses 0.00 6,500.00 (6,500.00)
Total Marketing Collateral 0.00 6,500.00 (6,500.00)
Digital Marketing
Social Media 0.00 2,000.00 (2,000.00)
Website Maintenance 0.00 5,000.00 (5,000.00)
Digital Advertising 17,500.00 7,000.00 10,500.00
Total Digital Marketing 17,500.00 14,000.00 3,500.00
Communications/Public Relations
Media Relations 0.00 3,000.00 (3,000.00)
Total Communications/Public Relations 0.00 3,000.00 (3,000.00)
Total Marketing Expenses 67,289.80 90,000.00 (22,710.20)
Total Expenses 238,841.59 270,500.00 (31,658.41)
Net Income 58,508.16 0.00 58,508.16
Newport Beach Restaurant Association
Statement of Activities
Year Ending
06/30/2017
Year To Date
06/30/2017
Cash flows from operating activities
Net Income 58,508.16
Change in Cash from Operating Activities
Depreciation 0.00
Amortization 0.00
Accounts Receivable (30,434.50)
Grants Receivable 0.00
Prepaid Expenses 0.00
Inventory 0.00
Other Assets 0.00
Accounts Payable 29,386.06
Deferred Revenue 0.00
Other Liabilities 0.00
Intercompany 0.00
Net cash used by Operating Activities (1,048.44)
Cash flows from investing activities
Capital Expenditures 0.00
Purchase of long term investments and other assets 0.00
Investment in Subsidiary 0.00
Net cash used by investing activities 0.00
Cash flows from financing activities
Debt Proceeds 0.00
Net cash used by financing activities 0.00
Increase (Decrease) in Cash 57,459.72
Cash, Beginning Period 0.00
Cash, End of Period 92,274.47
Newport Beach Restaurant Association
Statement of Cash Flows
$ 114,539.33
$ -
$ (22,664.86)
91,874.47$
$ 91,874.47
$ -
91,874.47$
Total Checks and Charges Cleared 29,887.27 $ 800.00
Name Memo Date Doc No Cleared In Transit
Subway - Old Newport Blvd.06/28/2017 5276 $ 500.00
Sprinkles Cupcakes 06/30/2017 208223 $ 150.00
Sprinkles Ice Cream 06/30/2017 208223 $ 150.00
800.00$ -$
Name Memo Date Check No Cleared Outstanding
Pandora Media, Inc.05/25/2017 5049 $ 1,999.41
Richard J. Manning, Jr.05/25/2017 5050 $ 250.00
100eats, LLC 05/25/2017 5051 $ 750.00
iHeartMedia 05/25/2017 5052 $ 10,696.25
Newport Beach and Company 05/25/2017 5053 $ 16,164.03
May 2017 Merchant Account Fees 06/02/2017 $ 27.58
MHW Strategies 06/30/2017 5054 $ 500.00
Richard J. Manning, Jr.06/30/2017 5055 $ 500.00
100eats, LLC 06/30/2017 5056 $ 500.00
Newport Beach and Company 06/30/2017 5057 $ 9,000.00
Radium One, Inc 06/30/2017 5058 $ 12,164.86
29,887.27$ 22,664.86$
Total Deposits
Checks and Charges
Total Checks and Charges
Total Deposits Cleared
Deposits
Outstanding Checks and Charges
Adjusted Bank Balance
Book Balance
Adjustments*
Adjusted Book Balance
Newport Beach Restaurant Association
Reconciliation Report
As Of 06/30/2017
Statement Ending Balance
Deposits in Transit
Account Summary Account Activity
Date Description CreditsReference
Number Date Amount
Date Description Debits
Date Amount
Number Date Amount Number Date Amount Number Date Amount
Date Amount Date Amount Date Amount
Beginning balance (5/31/2017)
Credits
Total credits
Debits
Total debits
Ending balance (6/30/2017)
Contact us:
Analyzed Business Checking
Account #:
DEPOSITS
CHECKS PAID
ELECTRONIC DEBITS
DAILY BALANCES
023 0830L
2CPROCESSR FEES SEP 84870014392254 CITY OF NEWPORT BE CCD
Account number
Minimum balance $113,739.33
Average balance $118,328.68
Avg. collected balance $118,302.00
5-31 143,626.60
6-2 143,599.02
6-2 Preauthorized Debit 27.58
6-5 130,153.36
6-6 113,739.33
6-28 114,239.33
6-28 Deposit 500.00
6-30 114,539.33
6-30 Deposit 300.00
5049 6-5 1,999.41
5050 6-6 250.00
5051 6-5 750.00
5052 6-5 10,696.25
5053 6-6 16,164.03
$143,626.60
Deposits (2)+ 800.00
Electronic cr (0)+ 0.00
Other credits (0)+ 0.00
+$800.00
Checks paid (5)- 29,859.69
Electronic db (1)- 27.58
Other debits (0)- 0.00
- $29,887.27
$114,539.33
800 773-7100
Orange CO Airport Office
18111 Von Karman Ave., Ste. 100
Irvine CA 92612
cnb.com
Page 1 (5)
This statement: June 30, 2017
Last statement: May 31, 2017
CITY OF NEWPORT BEACH
(RESTAURANT ASSOCIATION)
100 CIVIC CENTER DR
NEWPORT BEACH CA 92660
Thank you for banking with Orange CO Airport Office
FY2018–FY2020
Strategic Business Plan Rationale
DRAFT COPY
For BID Board of Directors and Staff Discussion Only
July 2017
Report Outline
1. Introduction _____________________________________________ 1
Background _____________________________________________________________ 1
Three Assessment and Planning Goals _________________________________________ 1
Plan Methodology ________________________________________________________ 2
Expected Plan Outcomes ___________________________________________________ 2
2. Newport Beach Restaurant Association Current Situation __________ 3
Recent Accomplishments ___________________________________________________ 3
Key Issues _______________________________________________________________ 3
Main Challenges __________________________________________________________ 4
3. Newport Beach Restaurant Association Purpose and Directions _____ 5
Mission and Operating Norms _______________________________________________ 5
Value Proposition _________________________________________________________ 6
Vision Statement _________________________________________________________ 6
Strategic sGoals __________________________________________________________ 7
4. Newport Beach Restaurant Association Strategic Intent ___________ 8
Three Year Priority Initiatives ________________________________________________ 8
Strategic Performance Outcomes ____________________________________________ 9
5. Appendices _____________________________________________ 10
Newport Beach BID Board of Directors and Administrative/Marketing Team __________ 10
Planning Documentation Reviewed __________________________________________ 11
1
1. Introduction
Background
The Newport Beach Restaurant Association (NBRA) is a nonpartisan not-for-profit and business
improvement district (BID) funded cooperative group formed in 1995 by the City of Newport
Beach at the request of the local foodservice industry. Every foodservice establishment is
annually assessed a mandatory levy by the city government with proceeds directly provided to
the NBRA BID group for marketing purposes. It should be acknowledged that the marketing call
to action of Newport Beach foodservices is Dine Newport Beach. Total budget including
additional income from special events and city matching and grant funds over the past few
years has been approximately $300,000.
The subject plan is an update to the original FY2014–FY2016 Strategic Business Plan prepared
in early 2013. It has been revised by the nine-member Board of Directors along with advice
from the NBRA administrator and Newport Beach & Company marketing staff. In addition, like
the first plan, further insights were provided from an online survey of the 430 association
stakeholders. These planning discussions focused primarily on the association’s present
challenges, purpose, value proposition and new and/or enhanced priority initiatives over the
next three years.
Three Assessment and Planning Goals
Three strategic planning process goals were set for completion.
2
Plan Methodology
With the previously agreed-to strategic planning process goals, a detailed information and
analytical program of work was undertaken over a four-month period with three expected
NBRA organization planning outcomes.
The Program of Work
(February–May 2017)
Review and analysis of past NBRA secondary documentation including original strategic
plan and executive summary, annual reports and other related planning materials
Conduct of two NBRA Board of Directors strategic planning sessions on April 5 and May 24,
2017
Administration and analysis of an online stakeholder survey in March 2017 which had a very
low response rate (n=14) and considered of limited value
Over 10 follow-up personal meetings and telephone interviews with NBRA Board members,
and support staff on strategic issues and new opportunity initiatives from March to late
May 2017
Documentation of above results and final strategic plan contents
Expected Plan Outcomes
3
2. Newport Beach Restaurant Association
Current Situation
Recent Accomplishments
From the NBRA Board of Directors, support staff discussions, and the online stakeholder survey
results, five primary accomplishments of the association mission effort over the past five years
were recorded as follows:
Innovative and consistent foodservice BID funding for the association since
1995/1996
Restructuring of BID stakeholder categories and fees
Effective Dine Newport Beach consumer marketing program
Influential promotional presence, both online (DineNB.com) and offline (consumer e-
newsletter)
Successful growth of the Newport Beach Restaurant Week event.
Key Issues
From the NBRA Board member conversations and the pre-strategic planning survey responses,
six major organization issues, either expressed as an opportunity or a constraint, were identified,
not in priority order, as shown:
Better understanding of association purpose and beneficial activities
Unclear relationship between Dine Newport Beach and NBRA
Need for a clear and concise value proposition statement
Enhanced profile in the Orange County and California foodservice industry
Various operational labor-related concerns and NBRA positions
Ongoing stable funding support from the City of Newport Beach.
4
Main Challenges
From the NBRA Board strategic planning meeting, the following priority-based opportunity
challenges to effective association consumer marketing, stakeholder communications, and
management now and into the near future were determined.
5
3. Newport Beach Restaurant Association
Purpose and Directions
Mission and Operating Norms
The following NBRA formal and informal mission statements were modified along with
associated organization norms at the initial Board strategic planning session.
Norms
Inclusive: being representative
Collaborative: engaged as partners
Productive: having influence with results
Strategic: being visionary
Accountable: being transparent
6
Value Proposition
In addition, the NBRA Board reviewed its stakeholder value proposition as follows in order to
communicate more clearly accrued benefits.
Vision Statement
Similarly, the NBRA 2025 vision was slightly revised for achievement over the next eight years.
7
Strategic Goals
Associated with the mission statement and the strategic focus of driving new consumer
demand to its foodservice stakeholders, the four long-term NBRA goals were confirmed.
8
4. Newport Beach Restaurant Association
Strategic Intent
Three Year Priority Initiatives
With four strategic goals in place, 13 priority-based program initiatives were identified to be
implemented over the next three years as follows.
Goal/Initiative 2018 2019 2020
Marketing and Promotion
Enrich website/social media engagement with inclusion of videos
Execute a mobile marketing strategy
Implement an integrated media and public relations program
Stakeholder Communications and Education
Clarify and promote the NBRA-DineNB relationship through intensified communications
Investigate and promote new allied partners/investors
Develop new event sponsorships
Provide a needed professional development/training program
Community Relations
Increase DineNB presence at selective community events/festivals
Engage regularly with key city/county/state entities on foodservice issues and activities
Setup clearinghouse mechanism for charitable causes
Financial Resources and Administration
Continue BOD and staff succession planning
Prepare an aligned, metric-based annual marketing and operational plan with
budget allocations
Engage consulting services to formulate strategy in securing grants and future BID
funding
9
Strategic Performance Outcomes
Four broadly-based organizational goal measurement metrics were determined as follows to
record effective DineNB and NBRA returns.
10
5. Appendices
Newport Beach BID Board of Directors and
Administrative/Marketing Team
Board
Ronald Schwartz
Muldoon’s Irish Pub
Christopher Roman
CUCINA enoteca
Dan Miller
The Village Inn
Jordan Otterbein
A Restaurant and A Market
John DeFrenza
Crocker’s “The Well Dressed Frank”
Mario Marovic
Dory Deli, Malarkey’s Irish Pub and Stag Bar
+ Kitchen
Bruno Massuger
Back Bay Bistro
Matthew Meddock
Sessions West Coast Deli
Jim Walker
The Bungalow Restaurant
Administrative and Marketing Support Team
Polly Peak
NBRA BID Administrator
Michelle St. Amour
DineNB Marketing Manager
11
Planning Documentation Reviewed
Destination Consultancy Group, NBRA Stakeholder Survey Results (2017).
Newport Beach & Company, Destination Marketing Plan (2018 Supplement).
Newport Beach Restaurant Association, BID Annual Report (2017).
Newport Beach Restaurant Association, Strategic Business Plan (FY2014–FY2016).
Our Mission
The Newport Beach Restaurant Association is a non-partisan,
not-for-profit and BID-funded cooperative business
association that leads the brand marketing of the city’s
restaurant and foodservice experience for the benefit of its
stakeholders, community residents and visitors.
Branding the Newport Beach dining experience through the
promotion of its restaurants and foodservice offerings.
Operating Norms
Inclusive: Being representative
Collaborative: Engaged as partners
Productive: Having influence with results
Strategic: Being visionary
Accountable: Being transparent
Our Value Proposition
The Newport Beach Restaurant Association leverages its
core BID investment with higher returns from special
events, education and advocacy programming and DineNB
brand marketing efforts.
Our Strategic Intent
FY2018–FY2020
Our Strategic Focus
Drive new consumer demand to our foodservice stakeholders.
Goals
Marketing and Promotion
To enhance the city foodservice experience through
targeted marketing strategies, event programming and
operations and expected returns.
Stakeholder Communications and Education
To regularly communicate to stakeholders on NBRA
promotional and educational activities.
Community Relations
To inform and influence local audiences on the value and
importance of the city foodservice industry and NBRA
activities.
Financial Resources and Administration
To operate as a fiscally responsible organization with
sustainable revenue flows and effective governance.
Our Vision
The Newport Beach Restaurant Association is a strong
stakeholder marketing group extolling the city’s DineNB
quality foodservice brand experience.
Our Challenges
1. To fully engage a cohesive BID stakeholder group
through a recognized value proposition committed to
effective association communications, strong
community foodservice events and influential education
and advocacy activities.
2. To raise the overall awareness of the city restaurant and
foodservice experiences through stakeholder supported
high profile events and resident/visitor programming.
3. To achieve consistent association direction and
leadership through an agreed-to organization strategy,
effective governance and stakeholder dialogue, and new
productive partnerships.
New/Enhanced Strategic Initiatives
Increase Marketing
Awareness and Conversion
Enhance
Stakeholder Benefits
Elevate
Community Profile
Ensure Financial and
Administrative Effectiveness
Enrich website/social
media engagement with
inclusion of videos
Execute a mobile
marketing strategy
Implement an
integrated media and
public relations program
Clarify and promote NBRA-
DineNB relationship through
intensified communications
Investigate and promote new
allied partners/investors
Develop new event
sponsorships
Provide a needed professional
development /training
program
Increase DineNB
presence at selective
community
events/festivals
Engage regularly with
key city/county/state
entities on foodservice
issues and activities
Setup clearinghouse
mechanism for
charitable causes
Continue BOD and staff
succession planning
Prepare an aligned,
metric-based annual
marketing and
operational plan with
budget allocations
Engage consulting
services to formulate
strategy in securing grants
and future BID funding