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: July 7, 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. Guest Speaker 4. General Reports and Updates A. City Staff Updates B. Treasurer Report C. Downtown Executive Director Report D. Board Chair Report E. Event Coordinator Report 5. Work Group Reports A. Promotion Work Group Lead B. Design Work Group Lead C. Economic Vitality Work Group Lead D. Organization Work Group Lead Page 1 of 20 Discussion and Possible Action on: 1. Approve Meeting Minutes from June 2, 2026. 2. Discussion and possible action on Locable proposal. 3. 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 20 CITY OF STEVENS POINT DOWNTOWN BID REPORT MAY 2026 Page: 1 Period: 05/26 Jul 01, 2026 08:25AM 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 .00 191,908 25,983 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 .00 .00 254.48.19900.56 MISCELLANEOUS REVENUE .00 .00 .00 Total MISCELLANEOUS REVENUE: .00 .00 .00 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 35,000 Total OTHER FINANCING SOURCES: 39,027 35,000 35,000 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 18,700 3,400 254.56.00700.1460 LTE WAGES .00 .00 .00 254.56.00700.1900 EMPLOYER CONTRIB/WISC RET 3,182 1,346 245 254.56.00700.1910 EMPLOYER CONTRIB/S.S. TAX 3,381 1,215 219 254.56.00700.1920 EMPLOYER CONTRIB/LIFE INSUR 23 24 5 254.56.00700.1930 WORKERS COMPENSATION PREM 795 335 61 254.56.00700.1950 MEDICAL INSURANCE PREM 17,917 6,932 1,493 254.56.00700.1955 HSA CONTRIBUTION 780 .00 .00 254.56.00700.2203 TELEPHONE UTILITY CHARGES 565 227 45 254.56.00700.2800 COMPUTER/COMPUTER EQUIP 500 .00 .00 254.56.00700.2901 CONTRACTED SERVICES 24,000 8,113 3,008 254.56.00700.3001 GENERAL OFFICE SUPPLIES 500 .00 .00 254.56.00700.3005 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 63 254.56.00700.5001 DISCRETIONARY EXPENSES 500 228 36 254.56.00700.5006 MISC PROMOTIONAL EXPENSES 5,000 1,919 407 254.56.00700.5018 EVENT EXPENSES .00 .00 .00 254.56.00700.5910 GEN SEMINAR/EDUCATION EXP. 1,750 468 16 254.56.00700.5951 PUBLIC SPACE ENHANCEMENTS 10,000 .00 .00 254.56.00700.7910 GRANT DISBURSEMENTS 5,000 .00 .00 254.56.00700.8011 SOFTWARE PURCHASES 1,000 471 20 Total BUSINESS IMPROV DISTRICT: 121,093 40,042 9,017 BUSINESS IMPROV DISTRICT (BID) Revenue Total: 124,393 120,636 35,000 BUSINESS IMPROV DISTRICT (BID) Expenditure Total: 124,393 43,442 9,017 Page 3 of 20 CITY OF STEVENS POINT DOWNTOWN BID REPORT MAY 2026 Page: 2 Period: 05/26 Jul 01, 2026 08:25AM 2026 2026 2026 Current year Current year Current month Account Number Account Title Budget Actual Actual Net Total BUSINESS IMPROV DISTRICT (BID): .00 77,194 25,983 Page 4 of 20 CITY OF STEVENS POINT FRIENDS REPORT MAY 2026 Page: 1 Period: 05/26 Jul 01, 2026 08:29AM 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 19,550 1,876- 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 .00 .00 258.48.00553.55 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 .00 .00 258.48.00556.55 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 2,500 100 100 258.48.00561.55 WALK DON'T RUN 6,750 950 450 Total MISCELLANEOUS REVENUE: 39,300 1,050 550 MISCELLANEOUS EXPENSES 258.55.19850.5000 NOTES AT NIGHT 8,000 2,342 1,142 258.55.19850.5001 MAKE MUSIC DAY .00 100 .00 258.55.19850.5002 DISCOVER DOWNTOWN 500 .00 .00 258.55.19850.5003 WINE WALK 7,000 32 32 258.55.19850.5004 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 .00 .00 258.55.19850.5009 WALK DON'T RUN 3,893 1,226 1,226 258.55.19850.5010 EVENT INSURANCE 2,000 .00 .00 258.55.19850.5900 MISCELLANEOUS EXPENSES 13,057 67 26 Total MISCELLANEOUS EXPENSES: 39,300 4,017 2,426 FRIENDS OF DOWNTOWN Revenue Total: 39,300 1,050 550 FRIENDS OF DOWNTOWN Expenditure Total: 39,300 4,017 2,426 Net Total FRIENDS OF DOWNTOWN: .00 2,967- 1,876- Page 5 of 20 Executive Director Report by Karen Margelofsky- July 2026 Organization & Administration • Continued implementation of the Library Alley Activation / Vibrant Spaces Project, coordinating with City departments, contractors, volunteers, and project partners. • Secured $5,500 in project sponsorships, including: o $3,500 from Nicolet Bank for the community stage. o $2,000 individual donation toward the decorative lamppost. • Assisted Design Work Group volunteers with planting the south garden as part of the Vibrant Spaces Project. • Conducted media outreach, including a press release and Channel 12 interview, to promote the project and community fundraising efforts. • Created additional Givebutter ticketing, sponsorship, and donation pages to support events and project fundraising. • Updated the Downtown website with new events, sponsorship opportunities, project information, and community resources. • Continued evaluating the Locable platform (website, CRM, calendar, ticketing, communications, and task management). Participated in a product demonstration, received a proposal, and distributed information to the Promotion Work Group and Board for future discussion. • Continued updating the Downtown BID business database and business contacts. • Improved BID storage organization by installing additional shelving and reorganizing event supplies for greater efficiency. Promotion & Events • Worked closely with Kris Carne to secure 25 participating businesses for the 2026 Downtown Wine Walk and officially launched ticket sales. • Assisted with planning and promotion of Notes @ Night, while continuing to integrate Lydia into event coordination, communications/social media, and tasks management. • Successfully launched the new Downtown Night Market, welcoming 10 vendors at the inaugural market. To date, five vendors have committed for the full season, with an additional 14 vendors participating throughout the summer and four nonprofit organizations joining the markets. • Assisted with International Make Music Day activities and promotions. • Continued planning and coordination for Discover Downtown, Wine Walk, and upcoming summer events. Page 6 of 20 • Updated event webpages, social media, online registrations, and promotional materials throughout the month. Economic Vitality • Facilitated the Destination Creation follow-up program, meeting with eight downtown business owners to discuss strategies for strengthening their businesses and enhancing Downtown Stevens Point as a destination. • Continued business outreach through Economic Vitality interviews with four downtown businesses. • Distributed the Downtown Parking Survey to businesses and property owners to gather information that will assist future parking and development planning. • Continued outreach with prospective downtown businesses, event vendors, and entrepreneurs interested in locating or participating in Downtown Stevens Point. Community Partnerships • Continued expanding the Downtown Adopt-a-Block Cleanup Challenge. • New adopted areas now include: o BMO Bank – their block o Central WI Happy Places – Shopko block o Accelerate Restoration Management – Square block • Ongoing conversations continue with the Stevens Point Area Convention & Visitors Bureau and Gallery Q regarding additional adopted areas. Professional Development & Community Engagement • Attended the WEDC/WDAC Downtowns 101 conference in Fond du Lac, focusing on building vibrant, sustainable downtowns and learning about new economic development resources available to Wisconsin communities. • Attended the Stevens Point Area Convention & Visitors Bureau Sports Complex presentation. • Participated in a meeting exploring opportunities to promote film production in the Stevens Point area following Wisconsin's expanded film tax credit initiatives. • Held multiple meetings with downtown stakeholders, project partners, City staff, and volunteers throughout the month. Governance & Strategic Initiatives • Continued discussions with the City Attorney and met with Alexander from the Portage County Public Library regarding the potential creation of a Friends of Downtown 501(c)(3) organization. At this time, the City Attorney continues to recommend operating under the current organizational structure. Page 7 of 20 Looking Ahead • Continue implementation of the Library Alley Activation Project, including mural installation, project enhancements, fundraising, and donor recognition. • Host Discover Downtown and continue preparations for the annual Wine Walk. • Expand participation in the Downtown Night Market and Adopt-a-Block Challenge. • Continue evaluating technology solutions, including Locable, to improve communications, website management, event registration, CRM capabilities, and organizational efficiency. • Continue business outreach, partnership development, and fundraising to advance Downtown Stevens Point initiatives. Board Note The mural artist is scheduled to begin work on Tuesday, July 7, and will be there (weather permitting) prior to the board meeting. Board members are encouraged to stop by the project site before or after the meeting & over the next few days to see the progress, take photos for future promotional use, and, if possible, place the WEDC grant recognition sign near the project while work is underway. Also, I am still waiting on Tim to create his gmail and get his photo taken with John Hartman if anyone can assist him in completing this that would be a great help. Page 8 of 20 Outlook Board Meeting Event Coordinator Notes for 7.7.26 FromKristeen Carne <kristeencarne@yahoo.com> Date Tue 6/30/2026 4:59 PM To Karen Margelofsky <kmargelofsky@stevenspoint.com> Hi Karen, this is a brief update. If anyone has questions, I think you can cover anything they might need. Please feel free to add, edit as you wish, - Make Music Day (MMD). Poor attendance and suggest to not revisit this event next year given the dates change each year time, efforts and resources better spent on events that generate income or large attendance to the downtown area. - Notes @ Night (N@N): update on collaboration with Farmers Market/night market and tavern/vendor collaborations. Rain has been an issue this season. Music BINGO played inside, heard comments "this kept me here longer" - Discover Downtown (DD): Update on vendors, entertainment, cars, business participation. - Wine Walk. Permit in with 25 locations. New theme this year "250 Years, 25 Cheers" Selection of wines from across the country will begin week of June 29th. Idea is to celebrate the nation and pair wines with Americana (state) foods. 325 tickets this year and will keep 20 to sell the evening of the walk at $50 (normal price $45). Tickets will go up for sale on Give Butter July 1. Promo Team suggestion for fundraiser- we'll use the theme for 20 of each Med and Large t-shirts. Getting quote from Digicopy before moving on. - Fall and winter event planning will escalate after Discover Downtown has ended. Page 9 of 20 Stevens Point Downtown Business Improvement District Board Meeting Minutes Tuesday, June 2nd, 2026, at 2:30 pm in the SPACVB Conference Room Start Time: 14:31 Opening Section: Brian Cummins call to order 1. Roll Call: Board Present: Ald. Marc Christianson- (14:33), Tara Manske (Absent), Hana Cutler, BJ Welling, (Excused) Craig Cook, Brian Cummins, Tim Schertz Staff & Public: Karen Margelofsky (ED), Kris Carne (Events Coor.), 2. Comments from the public on non-agenda items. Troy Hojnacki, Thanked the BID board for putting together the meeting with the Police Chief for unhoused update. The morning of 2 June 2026. 3. General Reports and Updates Chris Klesmith-City A. City Staff Updates, 2 additional, energy tax credit project. Tuesday, at 3pm, June the 9th. Portage County Business Council participation going forward in 2027, with the Business Expo. No current updates from the Shopko project as of June 2026. B. Treasurer Report, BJ (Absent) Karen gave the report, per shared screen. Tommy’s Car Wash is again sponsoring Notes at Night. $5,000 C. Downtown Executive Director Report i. Attended PCBC after 5 events, attending FAM tour. Presentation of the local Rotary Club. ii. Met with Candace, Branch Manager at Nicole National Bank. TDS, Muzzi Broadcast. For future sponsorship opportunities for the BID iii. WEDC opportunity, Stevens Point was selected to host the Destination Creation Seminar 15-16 June at Midstate. iv. Press release being worked for the mural re-creation for the library alley. 4. Board Chair Report: Interim starts soon for farmers market and help with the BID. Different events have started downtown to kick off the summer downtown events. (Notes at Night) 5. Event Coordinator Report, Walk don’t run surveys have gone out. Notes at Night kicked off. Farmers Market/Notes at Night will kick off together in July. 50/50 raffle on going with N.A.N. Wine Walk registration in coming, deadline 1 July. Permits have been submitted for Discover Downtown. Tim Schertz (New car show, with local dealers). Page 10 of 20 6. Work Group Reports A. Promotion Work Group Lead: Working on events, Press releases, Locally Website, Yodul website. B. Design Work Group Lead: Refer to Promotion Work Group C. Economic Vitality Work Group Lead: Lack of Business/building owner for Store Front Makeover. Setting appointments with current businesses that might have interest in expanding their business footprint. D. Organization Work Group Lead: No Members Discussion and Possible Action on: 1. Approve Meeting Minutes from May 5th, 2026. Motion to approve: Hannah Cutler, 2ND by Craig Cook 2. Present and take action, Meeting agendas, board members, communication Accounts & Records Compliance. All BID members should have their own separate email. Quick Guides, Motion to adopt: Marc Christensen, 2nd by Hannah Cutler 3. Present and take action on Corporate Investor Guide: Motion for approval by Hannah Cutler, 2ND BY Marc Christensen. 4. Present and take action on Foutain Control Panel. Table this until July, until further information. 5. Present and take action on: Light fixtures Bushman Electric quote, $10,710. flowers budget up to $1,500 for plantings. Motion for approval Brian Cummins, 2nd by Tim Schertz. 6. Approved to authorize the $100 unpaid balance for Make Music Day Alliance. Motion to approve by Marc Christensen and 2nd by Tim Schertz. 7. Meeting adjourned at 16:09 Non Board Members attendance: Chris Klesmith, Bob Butt, Troy Hojnacki, Phillip Hollis, Patty Hollis. Reported by and certified by Craig Cook Page 11 of 20 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 12 of 20 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 13 of 20 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 14 of 20 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 15 of 20 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 16 of 20 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 17 of 20 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 18 of 20 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 19 of 20 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 20 of 20