Downtown Business Improvement District Board — Agenda Packet

The Downtown Business Improvement District (BID) is established to help support the residents, business owners, organizations, and owners of property within Downtown Stevens Point. The BID boundaries and operating documents may be found at: https://stevenspoint.com/1296/Business- Improvement-Districts. Downtown BID meetings are scheduled for the first Tuesday of each month but moved for special circumstances. Additional ad hoc meetings are held as needed. All board meetings of the board are hosted in- person and are open to the public. AGENDA DOWNTOWN BUSINESS IMPROVEMENT DISTRICT BOARD MEETING Members • Alderperson Christianson • Tara Manzke • Hana Cutler • Tim Schertz • Brian Cummins • Robert Welling • Craig Cook Date and Time: August 4, 2026 2:30 PM Location: Large Conference Room Stevens Point Area Convention & Visitors Bureau 1105 Main Street Suite A, Stevens Point, WI 54481 Opening Section: 1. Roll Call. 2. Comments from the public on non-agenda items. 3. General Reports and Updates A. City Staff Updates i. Presentation and discussion on AECOM One-way to Two-way Street Conversion Study by Scott Beduhn. B. Board Chair Report i. Action Item: Accept resignation from Craig Cook. ii. Action Item: Appoint new Secretary for the board. iii. Propose date, time, location for Annual Town Hall Meeting. C. Treasurer Report D. Downtown Executive Director Report E. Event Coordinator Report 4. Work Group Reports Page 1 of 29 A. Promotion Work Group Lead B. Design Work Group Lead C. Economic Vitality Work Group Lead D. Organization Work Group (Need a Lead for this group) Discussion and Possible Action on: 1. Approve Meeting Minutes from July 7, 2026. 2. Discussion and possible action on proposal to redirect Storefront Competition prize funds to an Economic Vitality Small Grant fund.. 3. Discussion and possible action on Locable proposal. 4. Adjournment. PLEASE TAKE NOTICE that any person who has special needs while attending these meetings or needs agenda materials for these meetings should contact the City Clerk as soon as possible to ensure that a reasonable accommodation can be made. The City Clerk can be reached by telephone at (715) 346-1569 or by mail at 1515 Strongs Avenue, Stevens Point, WI 54481. Maps further defining the above area(s) may be obtained from the City of Stevens Point Department of Community Development, 1515 Strongs Avenue, Stevens Point, WI 54481, or by calling (715) 346-1567, during normal business hours. PLEASE TAKE FURTHER NOTICE that a quorum of the Common Council may be in attendance at this meeting. Page 2 of 29 Page 3 of 29 Page 4 of 29 Page 5 of 29 Page 6 of 29 Outlook Resignation from BID board FromCraig Cook <dbidbusprop2@gmail.com> Date Fri 7/31/2026 3:23 PM To Mike Wiza <MWiza@stevenspoint.com>; DowntownBID5 <briancumminsspbid@gmail.com>; Karen Margelofsky <kmargelofsky@stevenspoint.com>; Jarod Kivela <jkivela@stevenspoint.com> All, I would like to send this as my official request for immediate resignation due to the shutting down of Fall Line Outfitters LLC. The decision to close the business was not an easy one to make, but after 30 plus years of service to the country and running the business it's time for me to slow down a bit and enjoy more time with my family. I know that I was appointed just last January to fill a 2 year obligation, which at the time I had no plans to close the business, in fact we were looking to possibly expand our retail offerings and services.  I apologize for not fulfilling my obligation and I hope the Mayor and the Board can understand. Thank you again for the opportunity, and I hope that my business has been positive in the community and downtown these past 8 plus years. R, Craig Cook- Owner Page 7 of 29 CITY OF STEVENS POINT DOWNTOWN BID REPORT JUNE 2026 Page: 1 Period: 06/26 Aug 03, 2026 08:24AM 2026 2026 2026 Current year Current year Current month Account Number Account Title Budget Actual Actual BUSINESS IMPROV DISTRICT (BID) 254.11100 GENERAL OPERATING CASH .00 168,391 23,518- TAXES 254.41.00120.56 BID ASSESSMENTS 85,366 85,636 .00 Total TAXES: 85,366 85,636 .00 MISCELLANEOUS REVENUE 254.48.00100.51 INVESTMENT INTEREST REVENUE .00 .00 .00 254.48.19850.56 EVENT REVENUE .00 21 21 254.48.19900.56 MISCELLANEOUS REVENUE .00 .00 .00 Total MISCELLANEOUS REVENUE: .00 21 21 OTHER FINANCING SOURCES 254.49.19310.59 GENERAL FUND BALANCE USAGE 4,027 .00 .00 254.49.19420.59 TRANSFER FROM TID 10 35,000 35,000 .00 Total OTHER FINANCING SOURCES: 39,027 35,000 .00 EXTERNAL AUDIT SERVICES 254.51.19960.2004 AUDIT SERVICES 3,300 3,400 .00 Total EXTERNAL AUDIT SERVICES: 3,300 3,400 .00 BUSINESS IMPROV DISTRICT 254.56.00700.1154 DOWNTOWN MANAGER SALARY 44,200 22,100 3,400 254.56.00700.1460 LTE WAGES .00 870 870 254.56.00700.1900 EMPLOYER CONTRIB/WISC RET 3,182 1,591 245 254.56.00700.1910 EMPLOYER CONTRIB/S.S. TAX 3,381 1,435 219 254.56.00700.1920 EMPLOYER CONTRIB/LIFE INSUR 23 29 5 254.56.00700.1930 WORKERS COMPENSATION PREM 795 396 61 254.56.00700.1950 MEDICAL INSURANCE PREM 17,917 8,425 1,493 254.56.00700.1955 HSA CONTRIBUTION 780 .00 .00 254.56.00700.2203 TELEPHONE UTILITY CHARGES 565 272 45 254.56.00700.2800 COMPUTER/COMPUTER EQUIP 500 .00 .00 254.56.00700.2901 CONTRACTED SERVICES 24,000 8,833 720 254.56.00700.3001 GENERAL OFFICE SUPPLIES 500 61 61 254.56.00700.3005 PARKING CHARGES 350 .00 .00 254.56.00700.3202 MEMBERSHIP DUES 600 .00 .00 254.56.00700.3301 MILEAGE REIMBURSEMENT 550 .00 .00 254.56.00700.5000 MISCELLANEOUS EXPENSES 500 63 .00 254.56.00700.5001 DISCRETIONARY EXPENSES 500 498 270 254.56.00700.5006 MISC PROMOTIONAL EXPENSES 5,000 4,324 2,405 254.56.00700.5018 EVENT EXPENSES .00 .00 .00 254.56.00700.5910 GEN SEMINAR/EDUCATION EXP. 1,750 469 .00 254.56.00700.5951 PUBLIC SPACE ENHANCEMENTS 10,000 13,724 13,724 254.56.00700.7910 GRANT DISBURSEMENTS 5,000 .00 .00 254.56.00700.8011 SOFTWARE PURCHASES 1,000 491 20 Total BUSINESS IMPROV DISTRICT: 121,093 63,580 23,539 BUSINESS IMPROV DISTRICT (BID) Revenue Total: 124,393 120,657 21 BUSINESS IMPROV DISTRICT (BID) Expenditure Total: 124,393 66,980 23,539 Page 8 of 29 CITY OF STEVENS POINT DOWNTOWN BID REPORT JUNE 2026 Page: 2 Period: 06/26 Aug 03, 2026 08:24AM 2026 2026 2026 Current year Current year Current month Account Number Account Title Budget Actual Actual Net Total BUSINESS IMPROV DISTRICT (BID): .00 53,676 23,518- Page 9 of 29 CITY OF STEVENS POINT FRIENDS BUDGET REPORT JUNE 2026 Page: 1 Period: 06/26 Aug 03, 2026 08:20AM 2026 2026 2026 Current year Current year Current month Account Number Account Title Budget Actual Actual FRIENDS OF DOWNTOWN 258.11100 GENERAL OPERATING CASH .00 17,771 1,778- MISCELLANEOUS REVENUE 258.48.00550.55 EVENT SPONSORSHIPS .00 .00 .00 258.48.00551.55 MISCELLANEOUS DONATIONS .00 .00 .00 258.48.00552.55 NOTES AT NIGHT REV 7,000 140 140 258.48.00553.55 MAKE MUSIC DAY REV .00 .00 .00 258.48.00554.55 DISCOVER DOWNTOWN REV 500 .00 .00 258.48.00555.55 WINE WALK REV 17,000 370 370 258.48.00556.55 TRICK OR TREATING REV .00 .00 .00 258.48.00557.55 SHOP SMALL WEEK REV 2,550 .00 .00 258.48.00558.55 HOLIDAY PARADE REV 3,000 .00 .00 258.48.00559.55 SMALL BUSINESS SATURDAY REV .00 .00 .00 258.48.00560.55 DOWNTOWN CHRISTMAS REV 2,500 100 .00 258.48.00561.55 WALK DON'T RUN 6,750 1,510 560 Total MISCELLANEOUS REVENUE: 39,300 2,120 1,070 MISCELLANEOUS EXPENSES 258.55.19850.5000 NOTES AT NIGHT 8,000 5,092 2,750 258.55.19850.5001 MAKE MUSIC DAY .00 200 100 258.55.19850.5002 DISCOVER DOWNTOWN 500 .00 .00 258.55.19850.5003 WINE WALK 7,000 32 .00 258.55.19850.5004 TRICK OR TREATING 200 .00 .00 258.55.19850.5005 SHOP SMALL WEEK 800 250 .00 258.55.19850.5006 HOLIDAY PARADE 350 .00 .00 258.55.19850.5007 SMALL BUSINESS SATURDAY 1,000 .00 .00 258.55.19850.5008 DOWNTOWN CHRISTMAS 2,500 2- 2- 258.55.19850.5009 WALK DON'T RUN 3,893 1,226 .00 258.55.19850.5010 EVENT INSURANCE 2,000 .00 .00 258.55.19850.5900 MISCELLANEOUS EXPENSES 13,057 67 .00 Total MISCELLANEOUS EXPENSES: 39,300 6,866 2,848 FRIENDS OF DOWNTOWN Revenue Total: 39,300 2,120 1,070 FRIENDS OF DOWNTOWN Expenditure Total: 39,300 6,866 2,848 Net Total FRIENDS OF DOWNTOWN: .00 4,746- 1,778- Page 10 of 29 Executive Director Monthly Report August 4, 2026 Board Meeting – 2:30 PM Prepared by: Karen Margelofsky, Executive Director July 2026 Highlights • Conducted and attended 9 Downtown and Business Park BID board/work group meetings to advance organizational priorities, projects, and initiatives. • Assisted with six downtown events, including five Notes @ Night/Night Market events and Discover Downtown. Coordinated with Kris Carne to navigate challenging air quality conditions and event logistics. (One event occurred during my scheduled vacation.) • Processed two payrolls and provided ongoing supervision and project coordination for our intern, Lydia, including creating seasonal downtown window displays to promote upcoming events. • Updated BID website; created online ticket sales, business registration, and donation pages; and continued developing and expanding databases for both Business Improvement Districts. • Participated in 9 meetings with community partners and organizations, including: o Accessing Capital webinars o SPACVB Sports Complex discussions o Stevens Point Area School District – New Teacher Downtown Tour planning o City coordination for underline powerline projects o Edgewater development meeting o Women in Business luncheon o Guest appearance on Trina & Brandi's Red Hot Takes Podcast • Met with 27+ business owners, entrepreneurs, vendors, and stakeholders regarding the Wine Walk, Economic Vitality interviews, new business development, vendor recruitment, and other downtown initiatives. • Continued implementation of the Library Alley Activation Project by: o Obtaining contractor quotes for power washing, masonry, painting, and other project components. o Coordinating wall cleaning and mural installation. o Advancing project planning and implementation with City staff and contractors. • Requested four downtown design assistance projects through WEDC Design Specialist Joe Lawniczak. Page 11 of 29 • Continued researching and monitoring opportunities for a WEDC Small Business Development Grant to support downtown businesses. • Sent multiple communications to Downtown BID members regarding: o Downtown Parking Survey o Restaurant consultant interest o Event registrations o Event feedback o Input for the New Teacher Downtown Tour • Reviewed geofencing and visitor analytics data provided through WEDC to better understand downtown visitation patterns and support future marketing and event planning. View report here. • Continued marketing, sponsorship and donor outreach, event coordination, and day-to-day operations for both Business Improvement Districts. Looking Ahead • Continue fundraising efforts and implementation of the Library Alley Activation Project. • Finalize preparations for the Wine Walk and continue promotion of remaining summer events. • If approved, implement the new Locable software program. • Work with Chris Klesmith, City staff, and contractors to obtain sample project costs for the proposed underground power line initiative to assist interested property owners. • Continue Economic Vitality outreach and support for existing and prospective downtown businesses while developing the application, timeline, scoring criteria, and program guidelines for the DBID Grant. • Work with the Economic Vitality Work Group and the City to apply for the WEDC Small Business Development Grant. • Work with the Treasurer and Board Chair on 2027 budget development and preparations for the annual Town Hall Meeting. • Begin revising the 2027 Operating Plan for presentation to the Board in September and submission to the City Council with the annual budget in October. • Advance Business Park branding and maintenance initiatives while preparing the 2027 Business Park BID budget. Page 12 of 29 Outlook August Board Meeting Notes Events Coordinator FromKristeen Carne <kristeencarne@yahoo.com> Date Thu 7/30/2026 3:36 PM To Karen Margelofsky <kmargelofsky@stevenspoint.com> Hi Karen, this is a brief update. - Notes @ Night (N@N): update on collaboration with Farmers Market/night market and tavern/vendor collaborations, survey for night change in 2026. Tuesday currently looks like the highest votes. - Discover Downtown (DD): survey is out to businesses. If you have not already submitted a survey, please do. Results will be shared at September meeting. Attendance estimates through entire day 3000. - Wine Walk. July 30th 193 tickets sold and promoting though August 7th with a boost to 50-mile radius/21-65 yr female target. T-shirt's being made and will be posted on the site with ticket sales and day of event. - Halloween permit is in. Initial planning has begun. Plans for Fire and Police Dept. Trunk or Treat with classic cars and hurst. Photo Opps, games, entertainment, and costume contests for: child, adult, group and new this new, pet category. - 2027 Events: Notes @ Night May 25th - August 31st June - Collaboration with Tavern for Music Weekend July - Discover Downtown July 17th August - Wine Walk August 13th October - Halloween October 24th November - Holiday Parade November 18th Passport Week November 27th December - End of Passport Week December 4th Downtown Christmas December 11th Page 13 of 29 Page 14 of 29 Stevens Point Downtown Business Improvement District Economic Vitality Workgroup Report BID Board Meeting — August 4, 2026 Workgroup Focus The Economic Vitality Workgroup continues its outreach around the available resources for business and property owners through direct, one-on-one meetings. The goal remains identifying each stakeholder's specific needs — financial or professional — and connecting them with available assistance, with the workgroup acting on those needs to help move each project forward. Stakeholder Engagement Summary Since the last board meeting, the workgroup has met with the following downtown businesses and property owners (identities kept confidential): ● Downtown Retail Business: Chris Klesmith and I met with the owners to learn more about their business and explore how available BID resources might support them. They are considering several projects, including new signage, an awning, updated flooring, and store layout changes. Chris is working with them on financing options, and the owners have been connected with Joe at the WEDC for design assistance on the exterior projects. ● Downtown Hospitality Business: We reached back out regarding the owner's possible second- floor renovation project. She is interested in learning more about how to move the project forward. Ximena and Chris are assisting her with next steps. ● New Inquiry — Downtown Business: A different downtown business owner reached out regarding available resources to support an expansion. This is expected to move toward a CWED financing application, and the workgroup is assisting with next steps. City Coordination Update There is movement with the City on a possible one-time grant program to help offset the cost of putting overhead electric utilities underground. The workgroup is monitoring this development and will report back as more details become available. Next Steps ● Downtown Retail Business: Continue supporting financing discussions with Chris and follow up on WEDC design assistance for signage, awning, and other exterior improvements. ● Downtown Hospitality Business: Continue assisting the owner, through Ximena and Chris, in developing a path forward for the second-floor renovation. Explore the possibility of bringing in a partner. ● New Inquiry — Downtown Business: Continue assisting with resource identification and support the move toward a CWED application. ● City Coordination: Continue tracking the City's progress on a one-time underground utility grant program. ● Workgroup meeting: Next Economic Vitality Workgroup meeting is Monday, August 3. Page 15 of 29 Stevens Point Downtown Business Improvement District Board Meeting Minutes Tuesday, July 7th, 2026, at 2:30 pm in the SPACVB Conference Room Opening Section: Brian Cummins call to order with quorum Start Time: 14:31 1. Roll Call: Board Present: Tara Manske, Hana Cutler, BJ Welling, Craig Cook, Brian Cummins, Tim Schertz Staff & City: Kris Carne (Events Coor.), Chris Klesmith (City) Absent/Excused: Ald. Marc Christianson, Karen Margelofsky (ED) Non-board members present: Ravi Barkey, Xerah Okray, John Hartman, Brandi Makuski (MetroWire) 2. Comments from the public on non-agenda items. Craig Cook-Possibly looking to shift the July 2027 meeting to the following Tuesday to keep the meeting away from the 4th holiday. BJ-Look to add an agenda item next month to build a grant from the Economic Vitality Workgroup. Jerry Gargulak Homeless situation downtown: Meals are now being served at the Salvation Army. The homeless shelter is being worked on to get ready for occupation later in 2026. 3. General Reports and Updates A. City Staff Updates, Chris Klesmith, City Hall site prep is on its way. Groundbreaking on the 10th of July. Edgewater property plans commission for possible construction in spring/summer of 2027. Shopko site will be getting contamination cleanup down this summer. City did preliminary designs for the Shopko site. This is for street connections. Half a million award to the city for area site assessment, ie for the Chase bank property and others. Next Tuesday the 14th for Great Lakes building. Survey for downtown parking from businesses and landowners to help have a better understand for future development. Central Wisconsin Economic board has extended applications for funds for future expansions. B. Treasurer Report, Report, BJ- TIF district money transfer in the amount of 35k. $2,500 for BID audit, per the city. Expenditure through May was 44k, was reported. Friends report financials. 5K from Tommy’s sponsorship, for Notes at Night has been delivered. The walk don’t- $ 375.00. C. Downtown Executive Director Report- i. Mural Artist has begun work on the alleyway by the library. ii. Report has been added to the packet- please see report. 4. Board Chair Report: Financial cycle starts this time of the year, and the town hall is at the end of September. This all leads into public input that eventually make its way for the city council. 5. Event Coordinator Report: Make Music Day had bad attendance. Mother Nature has not cooperated yet this year for Notes@Night as most Wednesday’s have been indoors. Discovery Downtown event is next week Sat. July 18. Wine Walk, tickets have begun to sell. 10% sales to this point. 6. Work Group Reports Page 16 of 29 A. Promotion Work Group Lead: Tara- Met Carter from Marshfield who is the Executive Director and is looking to collaborate. Utilizing, the newspaper website to promote downtown businesses and events. B. Design Work Group Lead: Hana- Tore out old tarps from the flower beds of the new library project planted all new plants. The project received news coverage from Channel 7 T.V. C. Economic Vitality Work Group Lead: BJ- Since the last board meeting, the workgroup has met with the following downtown businesses and property owners: (identities kept confidential) • Resaurant: Workgroup is exploring technical assistance to support the business's transition into a “destination” dining spot serving the downtown workforce and late-night crowd. Restaurant-specific technical assistance resources are being confirmed, with follow-up to the owner once available. •Retail store: Owner is exploring relocation, with a preference for an ownership opportunity. They have been given contact information for available downtown properties and may pursue Small Business Development Grant (SBDG) pass-through funding. Their space needs have also been shared with a prospective downtown developer. • Retail store: Owner is planning a back-of-house kitchen addition and has received guidance from the City's commercial building inspector on design and permitting, along with a referral to the SBDC. SBDG and CWED financing are both being explored to fund the project. Workgroup is checking in biweekly. • Vacant location: A prospective new business idea is under consideration. The owner has related to the city regarding combining the two parcels, a façade improvement grants for exterior repairs, and building-access requirements for a ramp entry. This is a potential SBDG candidate for a new business. • Restaurant: Owner is discussing a phased approach to renovating the second floor to benefit the existing business. She prefers not to take on financing but is open to bringing on a financial partner. Workgroup is facilitating an introduction to a downtown investor who has expressed interest in supporting property improvements. •Property Owner: Owner is not ready to renovate the second floor but sees long-term potential for an Airbnb or residential use. Near-term interest is in undergrounding power lines and upgrading electrical service, improving façade weatherproofing, and reviving the mural on the building's south side — steps that would also open additional windows and exits on the second floor. Workgroup is coordinating with the utility provider on feasibility. •Underutilized building tenant: Limited near-term interest in major building improvements, but the tenant supports keeping the adjacent space active for fitness/wellness use. Workgroup is watching for fitness or instruction businesses that could occupy the space; an initial outreach to a yoga instructor is underway. • Retail tenant: Owner is considering franchising and expanding into the basement, and is exploring regional marketing campaigns. SBDG funding has been identified to support operations, marketing, and inventory, and JEM grant funding through Travel Wisconsin is being discussed for regional Page 17 of 29 marketing work. Workgroup is also exploring her interest in helping coordinate downtown business social events. Next Steps • Continue scheduled check-ins • Facilitate connections: between owner and a prospective downtown investor, and between owner and the City regarding parcel combination and façade grant funding. • Coordinate resources: including SBDC, SBDG, CWED, and JEM grant funding, and utility coordination with WPS for building. • Continue identifying fitness/wellness tenant prospects for building and explore owners interest in an organizational/social events role for downtown businesses.Continue to explore grant writing and low interest loans. D. Organization Work Group Lead: No Members, Kris Carne has verified to have enough volunteers for Wine Walk, and Notes and Night. Realizing that the BID website being imbedded with the CBB is an issue. Needs to be revisited. Discussion and Possible Action on: 1. Approve Meeting Minutes from June 2, 2026. Motion to approve: Craig Cook, 2nd by Tim Schertz 2. Present and take action, Discussion and possible action on Locable proposal. (Tabled until August). 7. Meeting adjourned at 15:35 Reported by and certified by Craig Cook Page 18 of 29 Proposal: Redirecting Storefront Competition Funds to an Economic Vitality Small Grant Fund BID Board Meeting — August 4, 2026 | Agenda Item Summary Background The BID budgeted $5,000 in 2025 and $5,000 in 2026 — $10,000 total — for a prize fund tied to the Storefront Competition initiative. That project has stalled due to limited engagement from property owners, and the Economic Vitality Workgroup has since shifted its focus to direct, one-on-one outreach with downtown businesses and property owners. Through that outreach, the workgroup has identified specific financial and professional needs across the businesses it has engaged with, but currently has no mechanism to act on those needs with actual dollars. Proposal Redirect the $10,000 currently earmarked for the Storefront Competition into a small grant fund for BID businesses and property owners. Grantees would be selected by the Economic Vitality Workgroup based on needs identified through its ongoing outreach. This would put existing, already-budgeted funds to direct use — supporting projects such as façade improvements, kitchen buildouts, or other costs for businesses that are ready to move forward but need a financial push. The specific application and grant-award process, along with any funding limits, would still need to be formalized by the Economic Vitality Workgroup and brought back to the board for approval. Requested Action A motion to approve redirecting the $10,000 currently budgeted for the Storefront Competition to a small grant fund administered by the Economic Vitality Workgroup. Note This item was originally brought before the board on July 7, 2026, but was tabled as it had not been included on that meeting's agenda. Page 19 of 29 Proposal: Economic Vitality Grant Disbursements Program BID Board Meeting — August 4, 2026 | Agenda Item Summary Background The 2026 BID budget includes $5,000 under the “Grant Disbursements” line item. This line item has not yet been utilized, and no structure currently exists for how these funds would be applied for or disbursed. Separately, the Economic Vitality Workgroup has shifted its focus away from the earlier Storefront Competition concept and toward direct, one-on-one outreach with downtown businesses and property owners. Through that outreach, the Workgroup has identified specific financial and professional needs, but currently has no mechanism to act on those needs with actual dollars. Putting the existing Grant Disbursements funds to use this year would both benefit BID businesses directly and strengthen the BID's position when applying for a much larger annual state grant that would benefit BID businesses and property owners. Proposal The Economic Vitality Workgroup requests board approval to create the structure for the Grant Disbursements program and to manage grant disbursements under it. This includes developing the application process, selection criteria, and any funding limits. Grantees would be selected by the Economic Vitality Workgroup based on needs identified through its ongoing outreach, and could support projects such as façade improvements, kitchen buildouts, or other costs for businesses that are ready to move forward but need a financial push. No change to the existing budget line or its title is being requested. This proposal concerns how the already- budgeted $5,000 in Grant Disbursements funds for 2026 will be structured and administered, not a redirection of prior-year or additional funds. Requested Action A motion to approve the Economic Vitality Workgroup developing the structure for, and managing disbursements under, the 2026 Grant Disbursements program ($5,000 budgeted). If approved, the Workgroup will proceed in developing the grant parameters and bring them back to the board. Note A related item was originally brought before the board on July 7, 2026, but was tabled as it had not been included on that meeting's agenda. This revised version reflects the correct 2026 budget amount ($5,000, not $10,000) and clarifies that the ask is for the Workgroup to structure and manage the existing Grant Disbursements line, not to redirect funds from a differently named line item. Page 20 of 29 STEVENS POINT, WISCONSIN BID June 30, 2026 Prepared for Stevens Point, Wisconsin 1515 Strongs Avenue Stevens Point, WI 54481 Karen Margelofsky Executive Director kmargelofsky@stevenspoint.com +17154960823 Locable 929 Winchester Hwy #103 Fayetteville, TN 37334 www.locable.com Brian Ostrovsky +19312812300 brian@locable.com 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 1/17 Based on our conversations, this proposal outlines the recommended Locable Core(s) and supporting services most likely to reduce busywork, improve consistency, and help your team get more done with less manual effort. You can start with the area that matters most and expand over time as your needs grow. What this proposal is designed to do Reduce manual updates and repetitive work Keep your website and community information more current Make participation easier for businesses, partners, and stakeholders Simplify recurring marketing and administrative tasks in one connected system Locable works best as a practical partnership - combining the right software, guided implementation, and steady communication from your team. PROPOSAL SUMMARY1 Stevens Point Business Improvement Districts (BIDs) - Downtown & Business Park needs a more practical way to keep key information current, simplify recurring marketing and administrative work, and make participation easier for the businesses, partners, and people it serves. Locable provides practical software built for small teams to bring those efforts into one connected system without adding unnecessary complexity. 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 2/17 Page 21 of 29 What you can expect from us ✅ We’ll start by understanding what matters most We’ll listen carefully, look for the real bottlenecks, and focus on solutions that fit your goals, capacity, and priorities. ✅ We’ll work to make your life easier Everything we recommend should save time, reduce friction, and help your team make meaningful progress without unnecessary complexity. ✅ We’ll guide you through the process From onboarding to rollout to ongoing use, we’ll provide practical support, training, and direction so you are not left figuring things out alone. ✅ We’ll keep showing up We’re here to build a long-term working relationship, help you adapt over time, and continue improving how your team uses Locable. What we expect of you ✅ Be open and direct with us Share your goals, priorities, constraints, and concerns - even when they change - so we can stay aligned with what is actually happening. ✅ Stay engaged in the process Your participation matters. The teams that get the most from Locable stay involved, follow through, and keep moving step by step. ✅ Keep us informed when staff or leadership changes This is a big one. Staff turnover is one of the biggest risks to momentum. If roles change, tell us early so we can help onboard the next person, preserve context, and avoid unnecessary backtracking or a reset based on incomplete information. ✅ Help maintain internal support 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 3/17 Share progress, wins, and lessons with your board, staff, and stakeholders so the work continues to get the attention and support it needs. ✅ Trust the process You do not need to do everything at once, but success does require consistency, responsiveness, and a willingness to work through the process together. Implementation is designed to be manageable Locable is built to be implemented in practical steps, not through a painful all-at-once rollout. In many cases, website projects require just 4-10 hours of client time over about 30 days, while Core onboarding often takes less than an hour to get us the information we need to begin setup. Community Engagement Core Keep your community calendar, business directory, job board, and other community resources current with less chasing and less manual work. Powered by Local Connections™, this Core makes it easier for businesses, partners, and organizations to contribute and stay visible. Content Marketing & Distribution Core RECOMMENDED SOLUTION2 Locable is organized around three flexible software Cores so you can start with the area that matters most, reduce busywork quickly, and expand over time as your needs grow. 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 4/17 Page 22 of 29 Simplify blogging, email newsletters, and outreach so your team can communicate more consistently with less effort. Guided by the Marketing 3-4-5™ approach, this Core helps turn everyday updates into practical marketing with Guided Blogging™ and Express Email Newsletters™. Administrative Efficiency Core Streamline with smart forms, membership management, billing, event registration, payments, sales opportunities tracking, and deliverables fulfillment in one connected system. This Core helps reduce operational friction, improve follow- through, and keep commitments from slipping through the cracks so your team can spend less time managing details and more time on impact. Prepared for Karen Margelofsky Executive Director kmargelofsky@stevenspoint.com +17154960823 This proposal reflects our recommended approach based on your priorities, constraints, budget, and current needs. It may include bundled pricing, promotional discounts, or included services based on the combination of Cores and term selected. Get 2x $500 pay-it-forward website credits. INVESTMENT3 Issued June 30, 2026 Expires August 31, 2026 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 5/17 Products & Services Billing Frequency Quantity Unit price Price Nonprofit Community Engagement Core - Annual Plan Annual subscription fee for the nonprofit rate at the Coordinate level of the Community Engagement Core, pre‐ paid with an annual discount. Annually 1 $1,188.00 / year $1,188.00 / year Community Engagement Core Onboarding & Account Setup Simply provide business and partner information via spreadsheet - we’ll provide a template.  Locable will complete account setup activities including setting up the calendar(s), directory(ies), and more. Includes training, our Community Engagement Packet filled with resources, and partner engagement support via our Community Activation Manager. This done-for-you ser‐ vice reduces setup time for many to around 30- minutes and we’ll show 1 $750.00 $750.00 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 6/17 Page 23 of 29 Products & Services Billing Frequency Quantity Unit price Price you how to manage the process so you can make updates and addi‐ tions as needed in the future. Nonprofit Administrative Efficiency Core - Annual Plan Annual subscription fee for the nonprofit rate at the Coordinate level of the Administrative Efficiency Core, prepaid with an annual discount. Up to 125 recurring billing profiles (members). Annually 1 $1,188.00 / year $831.60 / year after 30% discount Administrative Efficiency Account Setup & Data Migration Simply provide business, vendor, and member in‐ formation via spread‐ sheet - we’ll provide a template.  Account setup for the Administrative Efficiency Core includes configura‐ tion of membership types and statuses, billing settings; support for one-time and recur‐ ring payments, donation options, vendor pay‐ ment setup, and form 1 $750.00 $750.00 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 7/17 Products & Services Billing Frequency Quantity Unit price Price setup. We’ll help you get the right foundations in place to streamline ad‐ min tasks and simplify future growth. This done-for-you ser‐ vice reduces setup time for many to around 30- minutes and we’ll show you how to manage the process so you can make updates and addi‐ tions as needed in the future. Includes up to 250 Members. Nonprofit Content Marketing & Distribution Core - Annual Plan Annual subscription fee for the Coordinate level of the Content Marketing & Distribution Core, prepaid with an annual discount. Annually 1 $1,188.00 / year $475.20 / year after 60% discount Content Marketing & Distribution Core Onboarding & Account Setup Locable will complete account setup activities including setup of your Content Marketing Microsite, Guided Blogging™ onboarding 1 $750.00 $750.00 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 8/17 Page 24 of 29 Products & Services Billing Frequency Quantity Unit price Price with hands-on training, Express Email Newsletter™ configura‐ tion, subscriber import (CSV or integration), and setup of your subscriber signup form. We’ll also help you prepare your first campaign or post so you can hit the ground running and we'll train your content creators as part of our new Content Marketing Training se‐ ries. Simply provide your subscriber information via spreadsheet.  This done-for-you ser‐ vice reduces setup time for many to around 30- minutes and we’ll show you how to manage the process so you can make updates and addi‐ tions as needed in the future. Professional Assistance Website Setup Your website is one of the most critical aspects of marketing and also one of the more chal‐ lenging tasks to get right. We’ll migrate your existing content and 1 $1,775.00 $1,775.00 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 9/17 Products & Services Billing Frequency Quantity Unit price Price guide in creating addi‐ tional content based on our proprietary Marketing 3-4-5™ ap‐ proach.  We’ll deliver a website with a well-structured modern and mobile- friendly design, and im‐ plement calls-to-action along with a robust di‐ rectory, calendar, job board, and volunteer op‐ portunities board. Includes 10 prepared pages as well as a blog, community calendar, di‐ rectory, and more in‐ cluding Express Email Newsletters to simplify the creation and send‐ ing process, Google Business Profile integra‐ tion, and cross-promo‐ tion. Social media profiles will be featured on the site with links. Migrating blog posts (ar‐ ticles) and events can be done for $15 per post. Prepared Pages are those pages Locable im‐ plements for you utiliz‐ ing our approach. You’re 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 10/17 Page 25 of 29 Products & Services Billing Frequency Quantity Unit price Price free to add unlimited pages and data-driven pages such as the direc‐ tory, calendar, blog posts, customer reviews, and more don’t count toward the Prepared Pages count. Advanced design ele‐ ments and greater cus‐ tomization including in‐ tegrations are available for an additional one- time fee. Annual subtotal $2,494.80 after $1,069.20 discount One-time subtotal $4,025.00 Discount: August start with 3 Year Agreement get Content Marketing Core free for 12 month ($475.20-value) and Free Content Marketing and Admin Core Setups ($1500-value) ($1,975.20) Total $4,544.60 Pay now 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 11/17 What happens next After approval, we’ll confirm your priorities, gather the materials and access we need, and guide you through setup in manageable steps. Your Customer Success Manager will help keep the process moving and make sure your team knows what to expect. What we need from you Success comes faster when your team shares information promptly, identifies a clear point person, and stays engaged through onboarding. We keep the process practical, but participation matters. Built for small teams IMPLEMENTATION & WHAT TO EXPECT4 Once approved, we guide setup in practical steps so your team can get moving without feeling overwhelmed. WHY LOCABLE5 Locable provides practical software built for Main Streets, Chambers, Tourism organizations, and other community-focused teams that need to keep information current, simplify marketing, and make participation easier without adding more busywork. 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 12/17 Page 26 of 29 Locable helps small teams bring community engagement, content marketing, and administrative work into one connected system so they can reduce manual effort, improve consistency, and make it easier for businesses, partners, and stakeholders to stay involved. What makes Locable different What makes Locable different is that it is built on more than just your website. Guided by our Marketing 3-4-5™ approach and powered by Local Connections™ technology, Locable helps businesses, organizations, and partners contribute once and support multiple parts of your marketing and communications. That creates a more connected, practical system for small teams. Built on a network, not just your website - businesses, organizations, and partners can contribute once and support your calendar, directory, website, email, and more Less chasing and repeat work - reduce the manual follow-up, reformatting, and reposting that drain staff time Guided by the Marketing 3-4-5™ approach - use practical, repeatable activities that help make marketing more manageable and sustainable Designed for small teams - start with what matters most, simplify recurring work, and grow over time without unnecessary complexity 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 13/17 "I save a minimum of 10-15 hours per week using the Locable system. Between the events – newsletters – business blogging and CRM – it makes the day to day work so much easier and faster." Jayme Chapin Former Director at Go!Augusta “As a very small nonprofit with limited staff and not much technical knowledge we needed help to make our vision of a website and community marketing campaign a reality. The ability to integrate platforms and collaborate with community businesses and organizations is a game changer! The people at Locable made it so easy!" Jody Ocker Sunbury Revitalization Inc What organizations like yours are saying 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 14/17 Page 27 of 29 Locable made what could have been a stressful website transition feel straightforward. Their platform empowers us to better showcase Langley, support our local businesses, and keep our community informed. We’re grateful for their partnership and would confidently recommend them to other Main Street programs. Allison Gubata Langley Main Street Association AGREEMENT6 This section outlines the term, renewal details, billing, and important conditions related to the services included in this proposal. 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 15/17 You will be charged on a recurring basis via credit card or ACH. Setup activities begin once this agreement is signed and the first invoice is paid.  I authorize Locable to automatically charge my [bank account/card] for the agreed amount on a recurring basis until I cancel in writing at least 30 days before my renewal date. This proposal is made in conjunction with Locable’s Terms of Service, Privacy Policy, and applicable software plans as outlined at www.locable.com. Promotional discounts may be included when combining cores. This Agreement outlines a 3-year commitment covering multiple service plans, billed annually. As part of this Agreement, the Content Marketing & Distribution Core is included at no cost for the first 12 months. This Agreement is non-cancelable during the 3-year term. Your account will automatically renew on an annual basis thereafter unless cancellation or changes are submitted in writing at least 30 days prior to the renewal date. By accepting this proposal, you confirm that you are authorized to approve this agreement on behalf of your organization and that your team is ready to move forward with the recommended services. Signature Choose a profile to start the e-signature process. APPROVAL7 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 16/17 Page 28 of 29 Karen Margelofsky kmargelofsky@stevenspoint.com Print Verify to sign 7/3/26, 5:49 PM Stevens Point, Wisconsin BID https://proposals.locable.com/9ouqgV2FvXD4B1 17/17 Page 29 of 29