Lakeside Business Improvement District Agenda 12-17-2025

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                        CITY OF MUSKEGON
        LAKESIDE BUSINESS IMPROVEMENT DISTRICT- CORRIDOR
             IMPROVEMENT AUTHORITY BOARD MEETING


DATE OF MEETING:                            December 17, 2025
TIME OF MEETING:                            9:00 a.m.
PLACE OF MEETING:                           City Hall Room 204, 933 Terrace St, Muskegon, MI

                                                             AGENDA

A. Roll Call

B. Approval of minutes – November 19, 2025

C. BID Agenda Items – Isabela Gonzalez

                  A.     BID Financial Statement – November 30, 2025
                  B.     Discussion: Placer.Ai Report for Fall Festival (Expanded Footprint)
                  C.     Discussion: Lakeside Façade Grant Program
                  D.     Lakeside BID Budget 2026
                  E.     2026 Meeting Dates

D. CIA Agenda Items – Isabela Gonzalez

                  A. CIA Financial Statement – November 30, 2025
                  B. Lakeside CIA Budget 2026

E. Any Other Business
             A. 1937 Lakeshore Drive Development Plans
B. Public Comment
C. Adjourn

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                                             OR SUBCOMMITTEES

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                                          For more details, please visit: www.shorelinecity.com

            The City of Muskegon will provide necessary reasonable auxiliary aids and services, such as signers for the hearing
             impaired and audio tapes of printed materials being considered at the meeting, to individuals with disabilities who
            want to attend the meeting, 24- hour notice to the City of Muskegon. Individuals with disabilities requiring auxiliary
                          aids or services should contact the City of Muskegon by writing or calling the following:

           Ann Marie Cummings, City Clerk at 933 Terrace Street, Muskegon, MI 49440 or by calling (231) 724-6705 or TTY/
                                TDD: Dial 7-1-1 and request that representative dial 231-724-6705
                          LAKESIDE BUSINESS IMPROVEMENT DISTRICT-
                               CORRIDOR IMPROVEMENT AUTHORITY
                      REGULAR BOARD MEETING November 19, 2025 MEETING MINUTES

Meeting called to order at 9:00 am by M. Flermoen

I.    ROLL CALL
MEMBERS PRESENT: M. Lyonnais, M. Smith, L. Hopson, M. Flermoen, D. Ghezzi, S. Wilson
MEMBERS ABSENT: C. Castle (E), E. Bodman, R. Jenkins
OTHERS PRESENT: A. Botbyle, I. Gonzalez, J. Hines, W. Webster

 II.       Approval of minutes – October 15, 2025 M. Smith made a motion to approve from October 15, 2025. Supported
           by L. Hopson. All in favor.

 III.      Public Comments – None

 IV.       CIA Financial Statement as of 10-15-25
        A. CIA Agenda Items As of October 31, 2025, the fund balance is $60,120.35. No transfers from the CIA account
            to the BID have occurred. S. Wilson made a motion to accept the Lakeside Corridor Improvement Authority
            financial statement as of October 31, 2025. Supported by L. Hopson. Roll call was taken:
            Aye: M. Lyonnais, M. Smith, L. Hopson, M. Flermoen, D. Ghezzi, S. Wilson
            Nay: None

V.         BID Agenda Items – Isabela Gonzalez
        A. BID Financial Statement – October 31, 2025 – Isabela Gonzalez - As of October 31, 2025, the fund balance is
           $5,902.77. Posted expenses include: Fall Festival expenses including Earle Press printing, inflatables,
           and Shoreline Shuttle tram. Other expenses include $3,000 to Lamar for the Lakeside billboard
           advertisements and $11,500 for snowplowing services this winter. Expenses to hit this November
           include $1,940 for DPW’s Fall Festival invoice and $499 for Shoreline Insurance.. S. Wilson made a
           motion to approve the Lakeside Business Improvement District financial statement as of October 31, 2025.
           Supported by M. Smith. Roll call was taken:
           Aye: M. Lyonnais, M. Smith, L. Hopson, M. Flermoen, D. Ghezzi, S. Wilson
           Nay: None
        B. MCBC Request for Concept Rendering Funding - Aaron Bodbyl-Mast, of the MCBC, would like to
           discuss the Shoreline Trails and Greenways Plan and what it could mean for the district. Specifically,
           MCBC is requesting that the Lakeside BID/CIA consider contributing funding toward a conceptual
           rendering for an enhanced trailhead and placemaking area along Lakeshore Drive. – Discussion Only.
        C. Corridor Improvement Plan/Solutions for District - At the October meeting, the board expressed interest in
           exploring a program to provide direct financial support to new or existing businesses in the district.
           Staff has since met with the City Attorney to clarify what is legally permissible under Public Act 120
           (BID) and Public Act 57 (CIA). TIF revenue cannot be used for direct grants or startup assistance to
           private businesses. However, BID/CIA funds can be used for improvements that meet a public purpose
           – such as façade improvements, shared signage, landscaping, or pedestrian safety enhancements –
           Discussion Only.
D. City Economic Development 2026 Visit Muskegon Advertisement. Staff has prepared a few mockups of
   potential quarter-size advertisements for the 2026 Visit Muskegon magazine. Lakeside BID/CIA
   historically purchases a quarter page each year to promote Lakeside. The cost of a quarter page is
   $875. Staff is seeking direction to move forward with an advertisement and, if so, which design to
   possibly use. Motion by M. Smith made a motion to approve the purchase of a quarter page
   advertisement in the 2026 Visit Muskegon magazine and allow staff to finalize design based on board
   feedback. Amended motion by M. Smith to approve the purchase of a quarter page advertisement in
   the 2026 Visit Muskegon magazine with photos to follow for approval. Supported by L. Hopson.
   Roll call was taken:
   Aye: M. Lyonnais, M. Smith, L. Hopson, M. Flermoen, D. Ghezzi, S. Wilson
   Nay: None
E. Placer.Ai Report for Lakeside 2025 Fall Festival. The board reviewed the placer reports for the Fall Festivals.
   Discussion only
F. Lakeside BID/CIA Budget 2026 – Discussion Only
G. Other Business – Planters for Lakeshore are requested. S. Wilson made a motion to have staff do a
   Request for Quote (RFQ) for planters. Supported by L. Hopson. Roll call was taken:
   Aye: M. Lyonnais, M. Smith, L. Hopson, M. Flermoen, D. Ghezzi, S. Wilson
   Nay: None

 Adjourn 10:33
                      Lakeside Business Improvement District
                     Agenda Items III-A for December 17, 2025

                        Financial Statement as of 11-19-2025

Requesting Party: City Economic Development

Outline of Request: Staff is asking the Lakeside BID to review and accept the BID
financial statement as of November 30, 2025.

Staff Comments: As of November 30, 2025, the fund balance is $3,172.19. Posted
expenses include: Fall Fest haybales, Special Events fee, and Shoreline Insurance.
To note, a transfer to the Communications account was duplicated but was reversed. The
account is nearly whole, with an upcoming second payment for snow removal requiring a
transfer from the CIA.
Staff Recommendation: To accept the Lakeside BID financial statement as of October
31, 2025.

Suggested Motion: I move to accept the Lakeside Business Improvement District
financial statement as of October 31, 2025.
     LAKESIDE BID FINANCIAL FOR 11/30/2025




Revenues                                              2024 ACTUAL            2025 BUDGET             30-Nov-25
Special Assessments                               $          22,239.23   $          21,645.23   $         22,448.23
Interest Income                                   $              69.66   $             150.82   $              52.79
Grant (MML Foundation)                            $                -                            $                -
Lakeside District Assoc. (split cost Christmas)   $                -                            $                -
Lakeside Neighborhood Assoc.                      $                -     $                -     $                -
Fall Festival                                     $             800.00   $                -     $             200.00
Transfer from General fund for Snow Removal       $                -     $           3,266.00   $           3,920.00
Intended CIA Transfer                             $           6,374.17   $          15,212.94   $                -
Total                                             $          29,483.06   $          40,274.99   $         26,621.02

Expenses                                              2024 ACTUAL            2025 BUDGET             30-Nov-25
Landscaping                                       $                -     $           1,000.00   $                -
Holiday Decorations                               $           3,297.36   $           1,000.00   $                -
Snow Removal                                      $          23,000.00   $          23,000.00   $          11,500.00
Transfer to DDA                                   $             600.00   $                -     $                -
Fall Festival Expenses/Events                     $           3,497.99   $          12,000.00   $           7,679.00
Advertising                                       $           7,156.30   $           6,279.00   $           4,283.70
Total Expenses                                    $          37,551.65   $          43,279.00   $          23,462.70

Net Rev/Expenses                                  $          (8,068.59) $           (3,004.01) $            3,158.32

Fund Balance at Beginning of Year                 $           8,082.46                          $                13.87

Fund Balance at End of Year                       $              13.87                          $           3,172.19




    \\muskdata\data\Planning\COMMON\BID & CIA-Lakeside\Lakeside CIA-BID 2025\Lakeside BID-CIA 12 17 25\Lakeside Bid
                                               November 2025.xlsx
                                               GL ACTIVITY REPORT FOR CITY OF MUSKEGON
                                                    From 01/01/2025 to 11/30/2025


Date         JNL   Type   Description                             Reference #                    Debits     Credits            Balance

01/01/2025                231-000-001 CASH IN BANK                                     BEG. BALANCE                         23,424.35
01/31/2025   GJ    JE     INTEREST ON INVESTMENTS                         0000011096              9.76                      23,434.11
02/28/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011147                      9.76                      23,443.87
03/06/2025   GJ    JE     TAX CAPTURE FOR LAKESIDE CIA            0000010956                 36,584.00                      60,027.87
03/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011233                     17.39                      60,045.26
04/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011494                     25.02                      60,070.28
05/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011506                     25.03                      60,095.31
06/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011535                     25.04                      60,120.35
07/01/2025                25-26 Fiscal Year Begin                                                                           60,120.35
08/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011818                     25.05                      60,145.40
09/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011857                     25.06                      60,170.46
11/30/2025                                                        END BALANCE                36,746.11                      60,170.46


01/01/2025                231-000-399 FUND BALANCE UNRESERVED                          BEG. BALANCE                         (29,750.24)
07/01/2025                25-26 Fiscal Year Begin                                                                           (29,750.24)
11/30/2025                                                        END BALANCE                                               (29,750.24)


01/01/2025                231-000-402 PROPERTY TAX                                     BEG. BALANCE                               0.00
03/06/2025   GJ    JE     TAX CAPTURE FOR LAKESIDE CIA                    0000010956                      36,584.00         (36,584.00)
07/01/2025                25-26 Fiscal Year Begin                                                                                 0.00
11/30/2025                                                        END BALANCE                             36,584.00               0.00


01/01/2025                231-000-665-004970 INCOME TAX-PENALTY & INTEREST         BEG. BALANCE                                (48.28)
01/31/2025   GJ    JE     INTEREST ON INVESTMENTS                       0000011096                            9.76             (58.04)
02/28/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011147                                    9.76             (67.80)
03/31/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011233                                   17.39             (85.19)
04/30/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011494                                   25.02            (110.21)
05/31/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011506                                   25.03            (135.24)
06/30/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011535                                   25.04            (160.28)
07/01/2025                25-26 Fiscal Year Begin                                                                                0.00
08/31/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011818                                   25.05             (25.05)
09/30/2025   GJ    JE     INTEREST ON INVESTMENTS               0000011857                                   25.06             (50.11)
11/30/2025                                                      END BALANCE                                 162.11             (50.11)


01/01/2025                231-717-801 BUDGETED CONTRACTUAL SERVICES                    BEG. BALANCE                              0.00
07/01/2025                25-26 Fiscal Year Begin                                                                                0.00
11/30/2025                                                      END BALANCE                                                      0.00


01/01/2025                231-717-995 BUDGETED OTHER FINANCING USES                    BEG. BALANCE                              0.00
07/01/2025                25-26 Fiscal Year Begin                                                                                0.00
11/30/2025                                                      END BALANCE                                                      0.00


01/01/2025                231-717-995-200000 BUDGETED OTHER FINANCING USES             BEG. BALANCE                          6,374.17
07/01/2025                25-26 Fiscal Year Begin                                                                                0.00
11/30/2025                                                      END BALANCE                                                      0.00


01/01/2025                286-000-001 CASH IN BANK                                     BEG. BALANCE                             13.87
01/15/2025   GJ    JE     RECORD TRANSFER LAKESIDE BID SNOW REM           0000010797          3,920.00                       3,933.87
01/17/2025   CD    CHK    SUMMARY CD 01/17/2025                                                             225.00           3,708.87
01/24/2025   CD    CHK    SUMMARY CD 01/24/2025                                                             375.00           3,333.87
01/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011096                      0.70                       3,334.57
02/28/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011147                      1.39                       3,335.96
03/28/2025   CD    CHK    SUMMARY CD 03/28/2025                                                           1,100.00           2,235.96
03/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011233                      1.16                       2,237.12
04/02/2025   GJ    JE     TO POST LAKESIDE BID COLLECTIONS        0000011077                 16,645.47                      18,882.59
04/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011494                      4.40                      18,886.99
05/15/2025   CR    RCPT   CASH IN BANK                                                          792.00                      19,678.99
05/30/2025   CD    CHK    SUMMARY CD 05/30/2025                                                             200.00          19,478.99
05/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011506                      7.99                      19,486.98
06/06/2025   CD    CHK    SUMMARY CD 06/06/2025                                                             895.00          18,591.98
06/13/2025   CD    CHK    SUMMARY CD 06/13/2025                                                             683.70          17,908.28
06/20/2025   CD    CHK    SUMMARY CD 06/20/2025                                                             200.00          17,708.28
06/30/2025   GJ    JE     DIST OF FUNDS FROM 2024 SETTLEMENT      0000011370                  4,702.76                      22,411.04
06/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011535                      8.73                      22,419.77
07/01/2025                25-26 Fiscal Year Begin                                                                           22,419.77
07/29/2025   CR    RCPT   CASH IN BANK                                                          308.00                      22,727.77
07/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011800                      9.41                      22,737.18
08/19/2025   CRD   RCPT   CASH IN BANK                            0100972808                    200.00                      22,937.18
08/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011818                      9.52                      22,946.70
09/16/2025   GJ    JE     RECORD LAKESIDE DISTRICT COPIES         0000011687                                 50.00          22,896.70
09/30/2025   GJ    JE     DONATION FROM BID TO COMMUNICATIONS     0000011728                                300.00          22,596.70
12/02/2025 08:31 AM                                                                                        Page:      1/3
                                               GL ACTIVITY REPORT FOR CITY OF MUSKEGON
                                                       From 01/01/2025 to 11/30/2025


Date         JNL   Type   Description                             Reference #                       Debits     Credits            Balance

09/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011857                         9.49                      22,606.19
09/30/2025   GJ    JE     REVERSE MANUAL JE: 0000011728           0000011862                       300.00                      22,906.19
10/10/2025   CD    CHK    SUMMARY CD 10/10/2025                                                                 675.00         22,231.19
10/24/2025   CD    CHK    SUMMARY CD 10/24/2025                                                               4,200.00         18,031.19
10/31/2025   CD    CHK    SUMMARY CD 10/31/2025                                                              11,800.00          6,231.19
11/12/2025   GJ    JE     RECORD SPECIAL EVENTS FEE               0000011809                                  1,940.00          4,291.19
11/14/2025   CD    CHK    SUMMARY CD 11/14/2025                                                                 499.00          3,792.19
11/28/2025   CD    CHK    SUMMARY CD 11/28/2025                                                                 620.00          3,172.19
11/30/2025                                                        END BALANCE                   26,921.02    23,762.70          3,172.19


01/01/2025                286-000-018 ACCOUNTS RECEIVABLE                                 BEG. BALANCE                              0.00
07/01/2025                25-26 Fiscal Year Begin                                                                                   0.00
11/30/2025                                                        END BALANCE                                                       0.00


01/01/2025                286-000-202 ACCOUNTS PAYABLE                                    BEG. BALANCE                               0.00
01/07/2025   AP    INV    MY SOCIAL NETWORTH LLC                                   0663                        375.00             (375.00)
01/14/2025   AP    INV    LOUISE HOPSON                           4TH QTR MEDIA                                225.00             (600.00)
01/17/2025   CD    CHK    SUMMARY CD 01/17/2025                                                    225.00                         (375.00)
01/24/2025   CD    CHK    SUMMARY CD 01/24/2025                                                    375.00                            0.00
03/10/2025   AP    INV    GABRIELLE ANNE MILLER                   1A                                         1,100.00           (1,100.00)
03/28/2025   CD    CHK    SUMMARY CD 03/28/2025                                                  1,100.00                            0.00
05/10/2025   AP    INV    MUSKEGON AXE THROWING                   7B3644D7-0002                                200.00             (200.00)
05/21/2025   AP    INV    MUSKEGON AXE THROWING                   7B3644D7-002                                 200.00             (400.00)
05/30/2025   CD    CHK    SUMMARY CD 05/30/2025                                                    200.00                         (200.00)
06/03/2025   AP    INV    CARIBOU SERVICES, INC                   I53507                                       895.00           (1,095.00)
06/03/2025   AP    INV    LAWSON PRINTERS, INC.                   102944                                       683.70           (1,778.70)
06/06/2025   CD    CHK    SUMMARY CD 06/06/2025                                                    895.00                         (883.70)
06/13/2025   CD    CHK    SUMMARY CD 06/13/2025                                                    683.70                         (200.00)
06/20/2025   CD    CHK    SUMMARY CD 06/20/2025                                                    200.00                            0.00
07/01/2025                25-26 Fiscal Year Begin                                                                                    0.00
08/02/2025   AP    INV    JEFF FRANKLIN                           KP100425                                   1,200.00           (1,200.00)
10/06/2025   AP    INV    SHORELINE SHUTTLE LLC                   TRAM                                         675.00           (1,875.00)
10/10/2025   CD    CHK    SUMMARY CD 10/10/2025                                                    675.00                       (1,200.00)
10/14/2025   AP    INV    WEST BEND MUTUAL INSURANCE COMPANY      C193884                                      499.00           (1,699.00)
10/16/2025   AP    INV    LAMAR COMPANIES                         117577928                                  3,000.00           (4,699.00)
10/24/2025   CD    CHK    SUMMARY CD 10/24/2025                                                  4,200.00                         (499.00)
10/27/2025   AP    INV    ELITE INTEGRATED PEST MANAGEMENT        2676                                       11,500.00         (11,999.00)
10/28/2025   AP    INV    EARLE PRESS PRINTING                    244966                                        300.00         (12,299.00)
10/31/2025   CD    CHK    SUMMARY CD 10/31/2025                                                 11,800.00                         (499.00)
11/14/2025   CD    CHK    SUMMARY CD 11/14/2025                                                    499.00                            0.00
11/19/2025   AP    INV    MARK FLERMOEN                           11192025                                     620.00             (620.00)
11/28/2025   CD    CHK    SUMMARY CD 11/28/2025                                                    620.00                            0.00
11/30/2025                                                        END BALANCE                   21,472.70    21,472.70               0.00


01/01/2025                286-000-399 FUND BALANCE UNRESERVED                             BEG. BALANCE                         (21,491.17)
07/01/2025                25-26 Fiscal Year Begin                                                                              (21,491.17)
11/30/2025                                                        END BALANCE                                                  (21,491.17)


01/01/2025                286-000-451 SPECIAL ASSESSMENTS                                 BEG. BALANCE                            (594.00)
04/02/2025   GJ    JE     TO POST LAKESIDE BID COLLECTIONS                   0000011077                      16,645.47         (17,239.47)
05/15/2025   CR    RCPT   SPECIAL ASSESSMENTS                                                                   792.00         (18,031.47)
06/30/2025   GJ    JE     DIST OF FUNDS FROM 2024 SETTLEMENT      0000011370                                  4,702.76         (22,734.23)
07/01/2025                25-26 Fiscal Year Begin                                                                                    0.00
07/29/2025   CR    RCPT   SPECIAL ASSESSMENTS                                                                   308.00            (308.00)
11/30/2025                                                        END BALANCE                                22,448.23            (308.00)


01/01/2025                286-000-665-004970 INTEREST INCOME                              BEG. BALANCE                            (40.27)
01/31/2025   GJ    JE     INTEREST ON INVESTMENTS                         0000011096                             0.70             (40.97)
02/28/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011147                                     1.39             (42.36)
03/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011233                                     1.16             (43.52)
04/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011494                                     4.40             (47.92)
05/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011506                                     7.99             (55.91)
06/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011535                                     8.73             (64.64)
07/01/2025                25-26 Fiscal Year Begin                                                                                   0.00
07/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011800                                     9.41              (9.41)
08/31/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011818                                     9.52             (18.93)
09/30/2025   GJ    JE     INTEREST ON INVESTMENTS                 0000011857                                     9.49             (28.42)
11/30/2025                                                        END BALANCE                                   52.79             (28.42)


01/01/2025                286-000-684 MISC. & SUNDRY                                      BEG. BALANCE                           (800.00)
07/01/2025                25-26 Fiscal Year Begin                                                                                   0.00
11/30/2025                                                        END BALANCE                                                       0.00
12/02/2025 08:31 AM                                                                                           Page:      2/3
                                                GL ACTIVITY REPORT FOR CITY OF MUSKEGON
                                                     From 01/01/2025 to 11/30/2025


Date          JNL   Type   Description                             Reference #                      Debits      Credits           Balance



01/01/2025                 286-000-699 OPERATING TRANSFERS IN                             BEG. BALANCE                              0.00
07/01/2025                 25-26 Fiscal Year Begin                                                                                  0.00
11/30/2025                                                         END BALANCE                                                      0.00


01/01/2025                 286-000-699-100000 OPERATING TRANSFERS IN                BEG. BALANCE                                     0.00
01/15/2025    GJ    JE     RECORD TRANSFER LAKESIDE BID SNOW REM         0000010797                           3,920.00          (3,920.00)
07/01/2025                 25-26 Fiscal Year Begin                                                                                   0.00
11/30/2025                                                       END BALANCE                                  3,920.00               0.00


01/01/2025                 286-000-699-200000 OPERATING TRANSFERS IN                      BEG. BALANCE                          (6,374.17)
07/01/2025                 25-26 Fiscal Year Begin                                                                                   0.00
11/30/2025                                                       END BALANCE                                                         0.00


01/01/2025                 286-000-699-500000 OP. TRANS FROM ENTERPRISE FUND              BEG. BALANCE                              0.00
07/01/2025                 25-26 Fiscal Year Begin                                                                                  0.00
11/30/2025                                                       END BALANCE                                                        0.00


01/01/2025                 286-704-801 CONTRACTUAL SERVICES                               BEG. BALANCE                          28,685.74
01/07/2025    AP    INV    MY SOCIAL NETWORTH LLC                                  0663            375.00                       29,060.74
01/14/2025    AP    INV    LOUISE HOPSON                           4TH QTR MEDIA                   225.00                       29,285.74
03/10/2025    AP    INV    GABRIELLE ANNE MILLER                   1A                            1,100.00                       30,385.74
05/10/2025    AP    INV    MUSKEGON AXE THROWING                   7B3644D7-0002                   200.00                       30,585.74
05/21/2025    AP    INV    MUSKEGON AXE THROWING                   7B3644D7-002                    200.00                       30,785.74
06/03/2025    AP    INV    CARIBOU SERVICES, INC                   I53507                          895.00                       31,680.74
06/03/2025    AP    INV    LAWSON PRINTERS, INC.                   102944                          683.70                       32,364.44
07/01/2025                 25-26 Fiscal Year Begin                                                                                   0.00
08/02/2025    AP    INV    JEFF FRANKLIN                           KP100425                      1,200.00                        1,200.00
08/19/2025    CRD   RCPT   CONTRACTUAL SERVICES                    0100972808                                   200.00           1,000.00
09/16/2025    GJ    JE     COPIES FOR LAKESIDE DISTRICT FALL FES   0000011687                       50.00                        1,050.00
09/30/2025    GJ    JE     COPIES FOR LAKESIDE DISTRICT FALL FES   0000011728                      300.00                        1,350.00
09/30/2025    GJ    JE     COPIES FOR LAKESIDE DISTRICT FALL FES   0000011862                                   300.00           1,050.00
10/06/2025    AP    INV    SHORELINE SHUTTLE LLC                   TRAM                            675.00                        1,725.00
10/14/2025    AP    INV    WEST BEND MUTUAL INSURANCE COMPANY      C193884                         499.00                        2,224.00
10/16/2025    AP    INV    LAMAR COMPANIES                         117577928                     3,000.00                        5,224.00
10/27/2025    AP    INV    ELITE INTEGRATED PEST MANAGEMENT        2676                         11,500.00                       16,724.00
10/28/2025    AP    INV    EARLE PRESS PRINTING                    244966                          300.00                       17,024.00
11/12/2025    GJ    JE     RECORD SPECIAL EVENTS FEE               0000011809                    1,940.00                       18,964.00
11/19/2025    AP    INV    MARK FLERMOEN                           11192025                        620.00                       19,584.00
11/30/2025                                                         END BALANCE                  23,762.70       500.00          19,584.00


01/01/2025                 286-704-995 BUDGETED OTHER FINANCING USES                      BEG. BALANCE                              0.00
07/01/2025                 25-26 Fiscal Year Begin                                                                                  0.00
11/30/2025                                                       END BALANCE                                                        0.00


01/01/2025                 286-704-995-200000 BUDGETED OTHER FINANCING USES               BEG. BALANCE                            600.00
07/01/2025                 25-26 Fiscal Year Begin                                                                                  0.00
11/30/2025                                                       END BALANCE                                                        0.00


01/01/2025                 286-906-965 BAD DEBTS                                          BEG. BALANCE                              0.00
07/01/2025                 25-26 Fiscal Year Begin                                                                                  0.00
11/30/2025                                                         END BALANCE                                                      0.00


Grand Total                                                                                    108,902.53    108,902.53         31,298.71




12/02/2025 08:31 AM                                                                                            Page:      3/3
                       Lakeside Business Improvement District
                      Agenda Items III-B for December 17, 2025

        Discussion: Placer.Ai Report for Fall Festival (Expanded Footprint)

Requesting Party: Lakeside BID/CIA

Outline of Request: Last month’s Placer.Ai report didn’t include foot traffic for the
businesses within the district. This is the complete report for the board’s review.

Staff Comments: N/A
Staff Recommendation: N/A

Suggested Motion: Discussion Only
Lakeside Fall Festival 2025
Oct 4 - Oct 4, 2025




     2025 Placer Labs, Inc. | More insights at placer.ai platform   2/7
Lakeside Fall Festival 2025
Oct 4 - Oct 4, 2025




     2025 Placer Labs, Inc. | More insights at placer.ai platform   3/7
Lakeside Fall Festival 2025
Oct 4 - Oct 4, 2025




     2025 Placer Labs, Inc. | More insights at placer.ai platform   4/7
Lakeside Fall Festival 2025
Oct 4 - Oct 4, 2025




     2025 Placer Labs, Inc. | More insights at placer.ai platform   5/7
Lakeside Fall Festival 2025
Oct 4 - Oct 4, 2025




     2025 Placer Labs, Inc. | More insights at placer.ai platform   6/7
Lakeside Fall Festival 2025
Oct 4 - Oct 4, 2025




     2025 Placer Labs, Inc. | More insights at placer.ai platform   7/7
                       Lakeside Business Improvement District
                      Agenda Items III-C for December 17, 2025

             Discussion: Lakeside Façade Improvement Grant Program

Requesting Party: City Economic Development

Outline of Request: Last month, staff presented three potential ways for Lakeside to
support businesses within the district. The board expressed interest in creating a facade
improvement program modeled after the DDA’s program. Staff has drafted a preliminary
version of a Lakeside facade improvement grant for the board to review. Staff is seeking
direction on logistics, funding levels, and whether the program should be administered
under the CIA, given that the BID expires in January 2027.

Staff Comments:. Staff is prepared to adjust program details based on board feedback
and can return with a finalized structure at a future meeting.
Staff Recommendation: N/A

Suggested Motion: Discussion Only
CITY OF MUSKEGON

LAKESIDE
CORRIDOR
IMPROVEMENT
AUTHORITY




    FACADE IMPROVEMENT GRANT
            2026 - 2027
City of Muskegon – Lakeside BID/CIA
2026-27 Façade Improvement Grant Program Guidelines


Goal:

To upgrade the look and function of commercial buildings within the Lakeside Business Improvement District
and Corridor Improvement Authority (BID/CIA) by encouraging tenant businesses or building owners to make
exterior improvements. Such improvements will enhance the individual property’s value; and uplift the block
in which the property is located and the overall district.
Available Funding:

The Lakeside BID/CIA has budgeted $10,000 for the 2026-27 fiscal year, to be available to applicants on a
first-come, first-serve basis. The number of grants will be limited by the budgeted amount.
Terms:

The Building Façade Improvement Grants are for up to $2,000, with an applicant match of one to one. Thus, a
$1,000 grant would need to have the applicant propose a project of at least $2,000. This is a reimbursement-
oriented program to ensure that proposed work is done appropriately and consistent with the character of
the Lakeside business district.
Eligibility:

    •    Applicant must be a business or commercial building owner located within the Lakeside business
         district. Leaseholder businesses must receive the written permission of the building owner.
    •    The building must be an existing commercial structure at the sidewalk level, but can be mixed-use on
         the floors above. Grants can assist redevelopment, remodeling or renovations to existing commercial
         buildings but are not for new buildings.
    •    All city taxes and other city accounts must be current.
    •    All work must be done in compliance with all city regulations and ordinances, including obtaining
         necessary building permits and the approval of the Historic District Commission when applicable.
    •    All work must be done by a licensed contractor.
    •    All changes in access to a building must strictly comply with the federal Americans with Disabilities
         Act.
    •    Work receiving grant funding must not begin until a grant is awarded and work must be completed in
         12 months. The applicant can request a 6-month extension in writing if the project is not completed
         within 12 months of the approval date.

Eligible Costs:

The Lakeside BID/CIA board will have the final decision on the eligibility of any items receiving grant funding.
Improvements must be to the exterior of the building and may include:
         Exterior walls, windows, doors, exterior brick staining, cleaning or tuck-pointing of masonry or
         stone, ADA improvements to exits and entrances, awnings, decorative signs improving the
         aesthetics of the building, exterior lighting for safety and aesthetics and unique exterior
         architectural features.
Exterior Brick Staining:
This item is eligible only if there is noticeable paint deterioration present. Proof must be provided with your
application.

Ineligible Costs:

Among other items, grants are not available for:
       Property acquisition, site plans, building fees, appraisal or attorney fees, business equipment taxed as
       personal property, wages associated with the project paid the applicant or applicant’s relatives,
       parking lots and landscaping. (Although parking lot improvements and landscaping are encouraged,
       they are not grant eligible.)
Application Process:

   •   Provide a brief statement of intent demonstrating the need for financial assistance; how the project
       will improve the building, its block and the district; and a commitment to future property maintenance.
   •   Provide a description of the proposed project, submitting photos of the existing building and if
       available drawings of the improvement.
   •   Provide detailed cost estimates with at least two competitive quotes from licensed contractors and
       their suppliers.
   •   Provide a timeline for commencing the project and its completion.
   •   Provide evidence of financial ability to complete the project with the understanding that the grant
       funds will only be disbursed upon completion of the project.
Review/Approval Process:

Applications received in the City of Muskegon’s Development Services Division Office (Muskegon City Hall, 933
Terrace St, Room 202) will be reviewed by city staff. Grants must receive final approval by the Lakeside BID/CIA
board.
All reviews will consider the grant program goals, along with the long-term economic development benefits to
the Lakeside business district and the enhancement of the architectural appeal of the applicant building.
Changes in project scope or design must be Lakeside BID/CIA approved for final reimbursement. If approved,
City staff will request an update on each project after 6 months of the approval date.
Project Reimbursement:
Upon completion of the project, grant recipient must submit final invoices marked as paid along with copies
of grant recipient proof of payment to the contractors and/or suppliers.
Program Authority:
The Lakeside BID/CIA board has final decisions on all matters related to the Building Façade Improvement Grant
Program. Any decision by the Lakeside BID/CIA board is final.
              LAKESIDE BID
              BOUNDARY


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City of Muskegon – Lakeside BID/CIA
2025-26 Building Façade Improvement Grant Program Application



 Applicant Name                                    Business Address

 Email                                             Phone

 Project Address                                   Parcel Number

 Requested Amount                                  Total Façade Project Cost

 Statement of Intent/Need for Funding:




 Description of Project-Attach: Photos, Project Plans & 2 Competitive Bids:




 Project Timeline/Estimated Completion Date:




 By signing the grant application, if awarded, applicant commits to future property
 maintenance and certifies the ability to fund the project to completion before grant funds
 reimbursements are made.

 Applicant Signature:

Please email application to: economicdevelopment@shorelinecity.com

For more information:
Contact Isabela Gonzalez, Staff Liaison, Lakeside BID/CIA
Isabela.Gonzalez@shorelinecity.com
231-724-4141
                      Lakeside Business Improvement District
                     Agenda Items III-D for December 17, 2025

                              Lakeside BID Budget 2026

Requesting Party: City Economic Development

Outline of Request: Staff has prepared a draft of the BID Budget for 2026.
Staff Comments: Included with the draft of the BID Budget for 2026 are the 2025
Revenues and Expenses.
Staff Recommendation: To approve the drafted BID Budget for 2026.

Suggested Motion: I move to approve the drafted BID Budget for 2026.
                    2026 Lakeside BID Budget

2025 Fund Balance                               $3,172.19
                            Revenue
INTENDED CIA Transfer                          $15,000.00
2026 Estimated Revenue                         $22,060.41
Transfer from General Fund for Snow Removal     $3,266.00
Interest Income                                    $70.00
Total                                          $43,568.60

                         Expenditures
Snow Removal                                   $23,000.00
Landscaping                                     $2,000.00   <--   Interest in Landscaping/Planters
Events                                          $8,500.00
Fall Festival                                   $8,000.00
Holidays in Lakeside                              $500.00
Advertising, Marketing, & Promotion             $5,500.00
Holiday Decorations                               $750.00
Total                                             $39,000
                                                    34250
Estimated Fund Balance Dec. 31. 2026            $4,568.60
                                        2025 EXPENSES

                      Marketing:                       My Social Networth   Louise (socials) Lamar advertising Holidays in City brochures     Clerks printing Visit Muskegon
Total:                $                       4,825.00 $             375.00 $         225.00 $        3,000.00 $                       300.00 $          50.00 $               875.00

                      Fall Fest                        Petting Zoo          Muskegon Axe Porta Potty        Lawson printers (brochures)   Bounce House Ramos(shoreline shuttle)  Special Events Haybales Insurance
Total:                 $                      7,812.70 $           1,100.00 $      200.00 $          895.00 $                      683.70 $     1,200.00 $                675.00 $      1,940.00 $ 620.00 $ 499.00

                      Snow plowing                     October              December
Total:                 $                     23,000.00 $          11,500.00 $    11,500.00

Total 2025 Expenses   $                      35,637.70




                                        2025 REVENUES

                      Special Assessments
Total:                                      $22,060.41

                      DPW (General Fund) Transfer
                      $                     3,266.00

                      Interest Income
                       $                        70.00

                      CIA Transfer
                       $                     15,000.00
                       Lakeside Business Improvement District
                      Agenda Items III-E for December 17, 2025

                                   2026 Meeting Dates

Requesting Party: City Economic Development

Outline of Request: At the board chair’s direction, staff reviewed the City Manager’s
availability for attending Lakeside BID/CIA meetings. Staff confirmed that 9 AM on
Tuesdays works for the City Manager, which would shift our regular meeting dates
beginning in 2026. With that change, the next meeting would fall on January 6, 2026,
only two weeks after the upcoming meeting. Staff is not anticipating a large January
agenda, so the board may wish to discuss whether a meeting is needed. Meeting dates are
traditionally approved at the first meeting of the year, and staff has prepared a draft 2026
schedule for when the board is ready to review it.
Staff Comments: Staff is prepared to update or finalize the schedule once the board
provides direction and can cancel the January meeting if the board decides not to
convene.
Staff Recommendation: To discuss whether a January meeting is necessary and
determine when the board would like to approve the 2026 meeting dates.
Suggested Motion: Discussion Only; unless the board chooses to cancel the January
meeting or formally adopt the 2026 schedule.
Lakeside Business Improvement District / Corridor Improvement Authority
          City Hall, Room 204, 933 Terrace St, Muskegon, MI, 49440 8:30AM



                               2026 Meeting Dates

                             Tuesday, January 6, 2026

                             Tuesday, February 3, 2026

                              Tuesday, March 3, 2026

                               Tuesday, April 7, 2026

                               Tuesday, May 5, 2026

                               Tuesday, June 2, 2026

                               Tuesday, July 7, 2026

                             Tuesday, August 4, 2026

                            Tuesday, September 8, 2026

                             Tuesday, October 6, 2026

                            Tuesday, November 3, 2026

                            Tuesday, December 1, 2026
                     Lakeside Corridor Improvement Authority
                     Agenda Items IV-A for December 17, 2025

                         Financial Statement as of 11-19-2025

Requesting Party: City Economic Development

Outline of Request: Staff is asking the Lakeside CIA to review and accept the CIA
financial statement as of November 30, 2025.

Staff Comments: As of October 31, 2025, the fund balance is $60,170.46. Interest
income amounted to $50.11.
With the upcoming snow removal second payment due by December 31st, a transfer from
the CIA account of $11,500 will float the BID account until special assessments in the
spring.

Staff Recommendation: To accept the Lakeside CIA financial statement as of
November 30, 2025 and initiate a transfer from the CIA to the BID in the amount of
$11,500.

Suggested Motion: I move to accept the Lakeside Corridor Improvement Authority
financial statement as of November 30, 2025 and initiate a transfer from the CIA to the
BID in the amount of $11,500.
     LAKESIDE CIA FINANCIAL FOR 11/30/2025




Revenues                                              2024 ACTUAL            2025 BUDGET             30-Nov-25
Special Assessments                              $           22,198.00   $          37,103.00   $         36,584.00
Interest Income                                  $               97.88   $              75.00   $            162.11
Total                                            $           22,295.88   $          37,178.00   $         36,746.11

Expenses                                              2024 ACTUAL            2025 BUDGET             30-Nov-25
Landscaping                                       $                -     $                -     $                -
Holiday Decorations                               $                -     $                -     $                -
Snow Removal                                      $                -     $                -     $                -
Contingency                                       $                -     $                -     $                -
Transfer to Lakeside BID                          $           6,374.17   $          15,213.00   $                -
Advertising                                       $                -     $                -     $                -
Total Expenses                                    $           6,374.17   $          15,213.00   $                -

Net Rev/Expenses                                 $           15,921.71   $          21,965.00   $          36,746.11

Fund Balance at Beginning of Year                 $           7,502.64                          $          23,424.35

Fund Balance at End of Year                      $           23,424.35                          $          60,170.46




    \\muskdata\data\Planning\COMMON\BID & CIA-Lakeside\Lakeside CIA-BID 2025\Lakeside BID-CIA 12 17 25\Lakeside CIA
                                               November 2025.xlsx
                     Lakeside Corridor Improvement Authority
                     Agenda Items IV-B for December 17, 2025

                             Lakeside CIA Budget 2026

Requesting Party: City Economic Development

Outline of Request: Staff has prepared a draft of the CIA Budget for 2026.
Staff Comments: The additional Façade Grant expense of the CIA is contingent upon
the earlier BID Façade Grant agenda item and approval of the CIA being the responsible
party.
Staff Recommendation: To approve the drafted CIA Budget for 2026.

Suggested Motion: I move to approve the drafted CIA Budget for 2026.
                       2026 Lakeside CIA Budget

2025 Fund Balance                                 $48,535.30
                             Revenue
2026 Estimated Revenue (Tax Capture)              $47,346.00 <--         2025 Tax Capture
Interest Income                                      $335.00 <--   Estimate reflects the full BID
Total                                             $47,681.00         transfer and the possible
                                                                      facade grant allocation.
                            Expenditures
Transfer to Lakeside BID                            $15,000
Lakeside Facade Grant                               $10,000
Total                                               $25,000

Estimated Fund Balance Dec. 31. 2026              $71,216.30
                            Lakeside Any Other Business
                            IV-A for December 17, 2025

                     1937 Lakeshore Drive Development Plans

Requesting Party: City Economic Development

Outline of Request: Staff will provide an overview of the development plans for 1937
Lakeshore Drive (former Harbor Theatre) and share upcoming public hearing dates at the
January meeting, in case anyone wishes to offer comments.
Staff Comments: N/A
Staff Recommendation: N/A

Suggested Motion: Discussion Only
O.H.POLE #1            UP


                                                           ELEV.
                                                           MECH.
                                         ELEVATOR




              16 X 8 GARAGE DOOR




                                                                                              RETAIL #1
                                                                                             1,437 SQ. FT.
O.H.POLE #2




                                   PARKING GARAGE




C.E. METER




                                                                                                             Randers EC
C.E. METER




                                                                                                                    ENGINEERS & CONSTRUCTORS, INC.
  GAS METER




                                                LANDING                            LANDING




                                                                   1st UP TO 2nd




                                              1ST FLOOR PLAN
                                                                                                      MASTER
                                                                                                      CLOSET
                                                     ELEVATOR

                                         UP TO 3rd
                                                                                                                  UNIT #1
                                                                                                               2 BED/1 BATH
                                                                                                                655 SQ. FT.




    UNIT #6
1 BED/1 BATH
  601 SQ. FT.




                                                                                                                  UNIT #2
                                                                                                               2 BED/1 BATH
                                                                                                                777 SQ. FT.




                EXERCISE ROOM
                  137 SQ. FT.




                                                                                                                  UNIT #3
                                                                                                               2 BED/2 BATH
                                                                                                               1,068 SQ. FT.




                                                                                                                               Randers EC
                                                                                                                                      ENGINEERS & CONSTRUCTORS, INC.
                                                                               UNIT #4
                                                                            2 BED/1 BATH
                                                                             855 SQ. FT.
                             UNIT #5
                          2 BED/1 BATH
                           865 SQ. FT.




                                                          LANDING                           LANDING



                                                                            2nd UP TO 3rd




                                                           2ND FLOOR PLAN
                        A.D.A SINK




                                                                       ELEVATOR

                                                     TO 2nd




                                                                                                                             UNIT #7
                                                                                                                          2 BED/1 BATH
                                                                                                                          1,028 SQ. FT.
                 A.D.A UNIT #11
                 1 BED/1 BATH
                   613 SQ. FT.




A.D.A BATHROOM
                                                              MASTER
                                                              CLOSET




                                                                                                                             UNIT #8
                                                                                                                          2 BED/1 BATH
                                                                                                                          1,028 SQ. FT.




                                                                                                                                          Randers EC
                                                                                                                                                 ENGINEERS & CONSTRUCTORS, INC.
                                        UNIT #10                                                                             UNIT #9
                                     3 BED/2 BATH                                                                         2 BED/1 BATH
                                     1,338 SQ. FT.                                                                        1,028 SQ. FT.




                                                                             LANDING                            LANDING




                                                                                              3rd DOWN TO 2nd




                                                                             3RD FLOOR PLAN
                                                          1


                                                          7
                                                          3
                                                          9



                                 HARBOR THEATER COMPLEX




ENGINEERS & CONSTRUCTORS, INC.
Randers EC
UTILITIES




            ENGINEERS & CONSTRUCTORS, INC.
            Randers EC

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