HomeMy WebLinkAboutStaff Report 3.C 01/25/2010. ~ ~ ~' . _
CITY OF PETALUMA, CALIFORNIA
AGENDA SILL
_ _:_ Janu y 0
A~en'da `Title: Downtown Petaluma. Business Improvement District .Meeting,IDate:
(.DPBID) ~Resolut'>^on Approving The 2010 Downtown Petaluma Business January25, 2Q10
Improvement District Annual Report And' Related Budget; Declaring'The lYleeting Time: 7:00 PM
Intention To Levy. T,he 2'Q•10 Aiznual Assessment For The District; And
Seftti a Public Hearin""'On.Tlie Pro ose.d 2010 Anritial, Assessment
Category: ^'Rresentafi'on .^ Appointments ^ Consent . ,^ P•ublic Hear-ng ^ Unfinished Business ~ N"ew Business
Departmen"t: Drector;_ Contact Person: Phone Number:
Fniance Sandra- Sato ~i~;-~!/~ Sandra Sato 778-4352
''Total Cost,of.ProposaTor Proiect: Name of°-Fund:
$250 staff support-for TS` of 2`agenda itenis General Fund
Amount~B,ud~eted: $0 Account°'Num6er:
'~ ~ 11~00.1~ 1420.51110
• Current Fund.Balance:. Per Nov. 2 revised
• Bud et~re `ork•($2;279;350)
Recommendation's It is recommended fliat the City Council take: the. following action:
:_ ,.
Adopt resol`utiori~approving the.20"10 Downtown Business Improvement District Annual Report and Proposed
Budget and Resol~uti~on of Int_enton t'o Levy an Assessment for FY 20;1,0.:
1. ^,First.readmg of~Qrdinance approved unamniously, or with unanimous vote to a]low~ posting prior.to second reading
2. ^ First~reading ofOrdiriaice approved.wthouYunan'nlous vote: Ordinance hasbeen'published/posted prior~to~second
'r'eading; see Attachment
3. ^ Other action requiring speciaLnotce; `Noticellas been given, see Attachment
Summary Statement:
In Noveillber 2'0'.00,, the' Petaluma City Council .adopted :Ordinance 21.04 N.C.S., establishing the Downtown
Petaluma.Busness Improvement District. (DPBID). In the. 'Ordinance, :a Board of Directors. is established to
administer ahe~ affairs of -the District. Under section 6.04.10.0 of th`e Ordinance, the Board. of Directors must
present the; City •Council with. an Annual Report and related;budget. information for review and approval prior to
adopting a .Resolutrori of Intention to levy an annual assessment for Fiscal Year 2010. The fiscal year, for the
BIID begins•on January ls`
,Attached i"s the 20.;10 B1D •Annual Report aid Propo`sed~20i 0 Downtown BID Budget for review and approval.
_._
Attachments'„to Agerrda:Packet Item:
l . DPBID Annual .Report; Budget and Map for 2010' Fiscal Year
2. Resolution. Approving- 2010: Annual Report a11d 2010 Budget and Declaring. Intention to Levy Annual
Assessment.
3. Ordinance`2104:N C:S.
4. Fiilancal.Information from the: Petaluma Downtown• Association
5. Letter of .Correspondence and. attachments ..
Revewed`bYFnance.Directori Reviewed by City Attorney: A ro ed_b City Manager:
_-.\ --1
Date:; ~~ j/ ;~~
~_ Date: Date: / -!/ -/~~
.
.Rev..#'2 ~i~~'IIR4/. Date:L`asfRevised: 1-11-10~ File: s/agepda/b
id%2010 I-25-10 bid annual re ort
v'-,.
e •
ar 25 2 10
1
AGENDA REPORT.FOR
RESOLUTION APPROVING THE 201.0'DQWNTOWN PETALUMA BUSINESS IMPROVEMENT
DISTRICT-ANNUAL REPORT AND RELATED BUDGET; DECLARING THE INTENTION TO LEVY
,~ ` ( THE 20'10 ANNUAL ASSESSMENT FOR THE DISTRICT; AND SETTING A.PUBLIC HEARING ON THE
' - ~ PROPOSED' 2010 ANNUAL ASSESSMENT
1•. RECOMMENDATION:
It,_s recommended that the City Council;, absent a nlaj orty protest against -the .Levy or'~particular improvements
or activities to be fuiided~ by the levy, adopt the resolution eonfirmmg the 2010 Annual Report and 2.0.10 '~
" proposed~Budget and levying the.2010 Assessment.
2. BACKGROUND: • -
The 20-1:0. Annual Report does not propose to change the district boundaries or increase the assessment or
' modify tfie method of assessnieiit: -
."
The types of:improverrients aird activities-included in the 20'10 proposed budget for funding by the levy of
. n `assessments ombusinesses iri;the ;pistrict:are as follows:
• 20%; • Beautification $12.,000
a " 3;Q% Marketing "$18;000 -
- • ~ 1'.0%. Administration $ 6;000 .
4'0% - Security $24;000 ~ -
• Total: ~ $'6,0;000.
® It was..estimated that.the,,BID would generate approximately $60;00.0 annually.
Appr.ozmately 70% of this. amount; wascollected 'iri 2"009.
. To enhancer communieatign with ours BID`menibers, two 611s_ will be created, one for Business Tax. and one for
~~' BID. Both.,bills•will b_e ~saparate; yet linked,.to clearly state that~a Business License, will not be issued without
~payrient ofthe ~BID~.
4. FINANGIAL.IM~PA'CTS,
t Ov,,er the past nine years, the BID has received the following :from assessments:
m 2001 $27,633
2002 $3.7,202
® 2003 $23,862
O 2004 $53,300
® 200.5 $51,379
2gQ6 $54,05.4
2007 $57,110
a 2008 $54644
® 2009 ~ $49,932
t
~.
ATTACHMENT 1
D'owritown Petaluma Business Improvement District
FY 20.1.0 Annual Report, Budget and 1VIap
1. Chariges`:in Boundaries: None are proposed. .
2. Changes'in the Basis'or Method.of Assessment: None are proposed.
3. Changes in Classification of Businesses: Noire are proposed.
4. Improvements/Activities to'be Undertaken & Related Budget: As proposed in the
;budget below.
5. Surplus/Deficit Carried bwer :from Prior Year:. None
6. Contributions from Other.- Sou"rtes: None
Downtown 'Petaluma Business Improvement District
'2010 Budget Allocations
0 20% Beautification $.12,000
e 30.% Marketing $;18,.;0'00
• ;10% ~ Administration. $ 6,00.0
0 4Q% Security $24;0,00
Total: $60,000
Beautification - 20"/0 - A volunteer. committee meets to consder.'requests for investing in
beautification projects downtown.
:., 1VIarketing - 30% _ These funds are. used to supplement additional fiords paid by individual
.merchants for the combined marketing,. efforts to create public awareness of events occurring in ~
the downtown; -.e., Sidewalk Sale, Trick-or-Treat Trail, and other downtown events such as
_ g agreements with t_he .
those listed under "administration:" PDA develops joint: niarketin
merchants usng;these fund's and utilizes the: combined buying-power of :the PDA and merchant.
community to obtain favorable prices for~advertising that.w;oiild not ordinarily be available to the
individual merchant.
Administration - 10% -Collected funds go to the .day-to-day operations of the PIRA office.
Cost centers,-include reizt, salary-expense, and event coordination. (implementation of downtown
events like Butter and`Egg Days, Antique Faires (2), Art.and Gardeh Festival, etc..).
=-
Secur-ty .- 40%0 - The':PDA.contracts. for coverage of-the general, downtown.area to. be performed
on,.a regular nighfly sehedule...(The administration of this contract:s.rrot to be confused with a
. ~ separate-contract;not paid for'wth BID fiords for the Keller Street:Garage:)
`, ~: ~ - ."
Types ol`,Businesses Assessed
Retail, Restaurant and;Antigue Collectives: Businesses that buy and resell goods or
comestibles. Examples are clothing stores, shoe stores, office supplies and antiques shops as well
as businesses tllafi. sell prepared. foods and drinks.
. o Service Businesses: Businesses that sell services. Examples are beauty and barbershops, repair
shops, "most automot'i`ve-orientated businesses; ~entertai~nnient" businesses such as theaters, etc.
® Lod~in~° .Includes renting., rooms; by the day or "weep fo conniuiiity visitors.
v Professional Businessesc Includes: Archtects,;Engneers, Attorneys, Dentists, Doctors,
Accountants, Optometrists, ,Realtors,, Insurance Offices, Mortgage: Brokers and most other
businesses that require advanced sand /or specialized lieenses~and/or advanced academic degrees.
o Financial Institutions: Includes Banking, Savings, Loan and Credit Unions.
Assessment: by Tyne of Business Within Zones
ZONE A ZONE B~ ZONE C
• Restaurants and
Retailers (1-3 Employees) $150 $100 $'S0
(4-6 Employees) $250 $166 $83
(7+ Employees) $3`50 $232 $-1.16
Antique (1-3: Dealers) $-,150 $100 $50
.Collectives (4=6 Dealers) $250 $166- $83
(7+ Dealers) $350 $232' $116
Service (1-3 Emp/Operators) $100 $75 $50
Businesses (4-6 Ernp/Operators) " $2Q0 $150 $100
" (7+ E'mp/Operators) $300 $225 $150
" Professional $125 $82 $41
Businesses
Financial
Institutions $500 $504 $500
Lodging (1-1O Rooms) • $15.0 $150 $'150
- (11-25.Rooms) ~ $250 $250 ~ $250
(26± Rooms) $350 $350 $350
Note: ,Retail, restauranf :and service; businesses. will be charged on size which will be determined
by number of:`employees, either hill-time or the equivalent made up of multiples ofpart-time
employees while "Antique Collectives will be charged by number of business licenses active
wthn one location:
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ATTACHMENT 2
Resolution No: ~ N.C.S.
of -the City ~of .Petaluma, California
- RESOLUTION APPROVING THE 201.0. DOWNTOWN PETALUlV1A BUSINESS IMPROVEMENT
' .DISTRI'CT ANNUAL REPORT AND RELATED BUDGET; DECLARING THE INTENTION TO LEVY
THE 2010 ANNUAL ASSESSMENT FOR THE DISTRICT; AND SETTING A PUBLIC HEARING ON THE
PROPOSED 2010 ANNUAL ASSESSMENT
WHEREAS, on Novenlber'20.; 200.0, in accordance with California Streets and Highways Code Section
365OO:et seq. ("the Act"), the Petaluma cfy Council adopted Ordinance 2104 N.C.S., later codified as Chapter
' 6.04. of the Petaluma Municipal Code, establishing the Downtown Petaluma Business Improvement District
("DPBID"), within the area described 'in,Exhibt 1, which is attached to and made a part of this Resolution; and
WHEREAS., Section 6:.04.Q,50 'of the Petaluma Municipal Codelists -the types of improvements an'd
activities. that may be funded by the levy of assessments on businesses-within the DPBID as follows:
A: The acqu'stgn; construction;. installation or maintenance of any tangible property with an estimated
useful Life of five years or-more inchiding, ~bu't not. Limited to, the following ~improvements:
' 1. Benches
2.. Trash Receptacles
- ~ 3. Decorations .
4. Facade Improvements
5.. Permanent Landscaping
. B.. Activities including, but not limited to; the following:
L. Promotion ofpublic event"s which benefit businesses. iri the area and which take place on or in
public places within the area.. .
2. .Furnishing of music in any public place in the area..
3. Activities which benefit businesses located and operating in the area; including but not limited
. to; commercial shopping and promotional programs; sand
• WHEREAS, under Section'6.04.100 of the Petaluma.Municpal C.o;de, the Board of Directors
established to govern the affairs of the IDPBID must present the City .Council with. ail annual report and budget
- for review and approval prior o the City. Council consideration of levying a benefit assessnierit for-the.
following fiscal year; and
i
WHEREAS, thes;requiremenfs of Petaluma Municipal. Code Section 6.04.100 are in accordance with the
Act, which establishes a'nnualk~procedures govei7i~ng the.levy of assessments pursuant to the Act, including
preparation of an annual.report, adoption of a resolution of intent giving notice of.a public hearing at which
written aril oral protests maybe made concerning levy of an .annual assessment,. and adoption of a resolution.
approving the annual report and levying the assessment; and .
,WHEREAS, Section 3:653`5 of the Act provides that public hearings. ~on levy of annual assessments
. - ,:
pursuant"to the Act must be conducted in accordance with Sections 36524 and 36525 of the Act, which provide
as follows:
A. The City Council shall hear and :consid'er all protests against. the establishment of the._area, :the extent of
the :area, or 'the furnishing, of- specif ed types of improvements or activities within the .area. A protest
may be made orally or in~ writing by any interested person, Any-protest pertaining to the regularity or
' , ~ . sufficiency of the ~proeeedings, shall b~e~ in writing andshall clearly~__set forth the .irregularity or defect to
' whicllthe obj~ecfion i~s made..
_ B. Every written protest shall be filed with the C"ty Clerk:at,or:b'efore the time fixed for the public hearing
The City Council may waive any irregularity iii the form or content of any written protest and of"the
public hearing may.correct minor defects in the proceedmgs.• .A written protest. may be withdrawn; in
writing at any time before the ~conclusiori~.of the public. hearng;.~'
C. Each written protest shall contain a .description of the business in whicfi the person subscribing, the
protest is,.interestedsufficient to idei~fi'fy the.;business :and, if'a person subscribing is not shown on: lie
official records of the :City as the owner of the business,. the protest. shall contain or be accornpaiiied b_y
written evidence that the person subscribing is the owner of`the business. A writtenprotest which does
,not comply with this..: section shall'ilot be counted in determining a majority protest.
" n ~ p. If written. protests, are received from the owners of businesses i`n the proposed area which will pay 'S0
~_ percent or more of the assessments`proposed~to be~levied.and protests are-not withdrawn so as to reduce
the protests to less than-that SD percent, no further proceedings ,to create the specified parking and '
business .improvement area or to ,levythe~proposed assessment; as :contained in the resolution of
. ~ intention; shall, be taken for a period of one year from the .date' of'the finding of a majority protest. by the
. City Council,.
E. If the majority protest is only againstthe funlishng of,a specified type or types of improvement or
activity within the area, those types of improvements or activities shall. be eliminated"; aiid
WHEREAS, the'20"10 IDPB~ID Annual .Report proposes no changes in the boundaries, method of '
as"sessment; or°rate of:assessment related to the DPBID; and"the proposed DPBID 2010 Budget establishes the
following budgetary priorities with estniated'revenues and expenditures:.
20% B'eautifi'cation. $ L2';OOQ
30% 1VIaiketing ,$18,000
10% Administration $ 6,000
40% Security $24,000
Total $60,000
WHEREAS, the 201'0 Aanual'Report.of the DPBID is on file at the City Clerk's office. for public ieview
ai7d contains a full and detailed deseription~of the DPBID improveriienfs .:and activities to be "provided for the
2~O L0 fiscal year, the boundari'es~ of. th`e DPBID and any benefit zones' within the DPBID; and the proposed
assessments to be levied on businesses in the DP-BID for the 2010 fiscal year.
NOW, THEREFORE, BE IT RESOLVED THAT subject to Galiforaa Streets and Highways Code
Section 36500 et seq. (the "Act") -acid a public~hearing to be held pursuant"~to the,A~ct, the Petaluma City Council
intends to levy the assessment descri~~bed in the DPBID Annual. Report and_ Budget for Fiscal Year 2010 toy pay
for improvements and activities within the DP.B'ID which is attached~and made apart of this Resolution as
Exhibit 2 in accordance with. Chapter 6.04:of~the~Petaluma Municipal Code•and the Act. The City Council
reviewed and approved the DPBID 2010 Annual Report. and Budget; at their January 25, 2010 Council meeting,
at the Petaluma City Council Chambers, -11;~Eilglish Street, Petaluma, CA; and
BE IT FURTHER RESOLVED°that:a.public hearing will occur on February 22, 2010, at 7:00 PM; at the
.Petaluma City Council.Chanbers, 11 English Street, Petahima, CA, concerning levy of the assessment proposed.
for the -DPBID for f s"cal year 20=10. At the. hearing; written and oral protests maybe made in accordance with
California Streets and Highways~Code Sections 36524 and 3`6525.. '
L~ In accordance vvi h~the Americans with Disabilities Act, ifyqu require special assistance to participate in
this meeting, pleasecontact the City -Cler^k's~ Office_ at (707) 778-43~60~ (voice) or (707) 778-4480 (TDD).
Translators, A~m~ericczn Sign Lafzguczge interpreters, and/or assistive listening devices for individuals with
liear•ing disabilities wi l be available upon regicest. A n2irtin2um of 48 hours is needed to ensure the availability
of translation services. ~ In consideration of those with multiple chemicalsensitivities or other envir°oninental
illness, it is requested that you refran~from wearing scented products.. The:City Clerk hereby certifies tl%at this
agenda has been-..posted in accordance with the requir°ements of the Government Code.
Exhibit 1
~~'®Fundary ®f the.I)owntown.Petaluma
~usriess Improvement District (DP~II)~
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Exhibit 2
Downtown Petaluma Business Improvement District
F~Y 2'010 Annual Report and Budget
1, Changes in Boundaries: "None .are .proposed.
2. Changes in the Basis or 1Vlethod of Assessment: None are proposed.
3. Changes in Classification of Businesses: None are proposed:
4. Improvements/Activities to be Undertaken & Related Budget: As proposed in the
budget below.
5. Surplus/Deficit Carried °Over from Prior Year: None
6. Contributions from Other Sources: None
Downtown Petaluma Business Improvement: District
2,01'0 Budget Allocations
® 20% Beautification $ T2~,000
® 30% Marketing $18,Q00
® 10% Administration $ .6;000
® 40% Security - .$24,000
Total; . $60;000
Beautification - 20°/0 - A volunteer committee meets to consider requests for investing in
beautification projects downtown.
Marketing - 3;0% -These funds ,are used to supplement additional funds paid. by individual
merchants for the combined.,narketng:effoi-ts to create public awareness of events occurring in
the downtown;, i.e., Sidewalk Sale,. Trick-or-Treat Trail, and other,downtown events such as
those listed under "administration." PDA develops joint marketing, agreements with the
rilerchanbs using `these funds-,and utilizes the combined buying-power of the PDA and merchant
community to obtain favorable prices for advertising thatwou'ld not ordinarily be available to the
individual merchant.
Admini"stration - 1'0% - Collected funds go to the day-to=day operations of the PDA office.
Cost cente"rs include rent,`saTary expense, and event coordination (implementation of downtown
events ,like-Butter°and: Egg IDays, Antique Fares (2), Art and' Garden Festival, etc.).
Security,°-'40% -The-PDA,~contracts for coverage of the gerieraL:downtown area°to be~performed
on.a regular nightly sclledule..(EThe.adminstraton of'tlis contract is,riot:to be confused with a ,
separate contract,notapaid for with B'ID funds for the Keller Street. Garage.)
l/
Types of Businesses Assessed
• Retail,'R'estaurant:and Antique Collectives: Businesses that-buy and resell goods or
comest>bles. Examples are clothing stores, shoe stores, office, supplies and antiques shops as well
as businesses that sell prepared foods and drinks.
• Service Businesses: Businesses that sell services. Examples are beauty and barbershops, repair
shops; most automotive=orientated businesses, entertainment businesses such as theaters, etc.
• Lod~in~: 'Includes -renting.; rooms by the day .or. week to community visitors.
• Professional Businesses: Includes: Architects; Engineers, Attorneys; Dentists; Doctors,
Accountants, Optometrists, Realtors, Insurance Offices., Mortgage Brokers and most other
businesses that require advanced and /orapecialized licenses and/or advanced academic degrees.
• Financial Institu"bons: Includes Banking, Savings, Loan aild Credit Unions.
Assessment. by Type of Business Wifhi~n Zones
.ZONE A ZONE B .ZONE C
Restaurants and
Retailers (1-3 Employees) $150 ~ $100 ~~$50
(4-6 Employees) $250 $166 $83
(7+ Employees) $350 $232 $116
Antique (1-3 .Dealers) $150 $100 $~50
Collectives (4-6 Dealers) $250 $1.66- $83
(7+Dealers) $3SO $232 $116
Service (1-3 Emp/Operators) '' $100 $75 ~ $50
Businesses. (4-6 Ernp/Operators) $200 $150 $100
(7+ Ernp/Operators) $3:00 $225 $150
i
Professional $125 $82 $41
Businesses
Financial $'500 $.500 $500
Llstitutions
Lodging (.1-,1'0 Rooms) $150 $150 $1.50
;(11-2,S~Roorris)~ ~ $250 $250- $250
,(26+ Roorns), $350 $3;5.0; $350
Note: Retail; res`taurant;and `service businesses will be charged on size which will be determined
~by°nurriber. of employees,, either full-time. or the equivalent made up of multiples of part-time
erriployees; while AntiqueCollectives will be charged by number of business licenses active
within one location.
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~~~~~ k5 13.1~~d`S~~z, ~b~4~ f
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l ORDIl~ANCE.NO . `21'04 N. C . S .
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5 7ntraduced by Councilmember ~ S.econded by Councihnember
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7 Matt Maguire . ~ ~ ~ ~ _ ~ ~ Pamela Torliatt
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.12 AEI ORUNAN%% Ox T~ E_~x Y CO~TNCDL ®F T~ C1T'Y ~~ P~TALUNL4,
13 CAL>CFORNIA, AJDDING C]c7A.PTER 6:04 T® TIC PETALUIVI'A MUNXCR'AI, ~®I3JE
14 ~ T+;STABLISIDNG TH3/ DOWNT®WN PE'TA:LUMA
IS . ~BITSINESS YMPR®V)EJIVIEN'T DISTRICT
16
17 RECITALS:
18
I9 VV~REAS, .on September 18, 2004, the City Council of Petaluma, on~ behalf of the City of
20 ~ Petaluma, . {the "City"), adopted Resolution #00-177 N.C.S. (the "Resolution""), declaring its
21 intention to establish a Parking and Business Improvement District {hereinafter referred to as the
22 "District"), to levy a benefit assessment on all businesses, trades; professions; and vendors within
23 said District, the proceeds of which shall be used for the. public puposes herein described to
. 24 benefit the businesses in the District, pursuant to the Parking and Business Improvement Area
25 Law of 1989, Part 6 (commencing with Section 365Q0) of Division 18 of the California Streeis
26 and Highways Code (the "Act"); and,
~7
28 WH~~AS, pursuant to the Act and the Resolution, City conducted a public hearing, after
29 having. given due notice thereof as .required by law, on October 15, 2000, at 7:00 PM, at City
30 Hall, 11 English Street, `Petaluma, California; and, .
31
32 Vti'H~REAS,. said public hearing has been held and the City Council has heard and considered
33 .all oral and written protests and other comments regarding such proposed actions; and,
Ord. 2104 NCS - Page 1
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1' - WHE]E2EAS, protests.iri writing from businesses in the proposed District paying 50°l0 or more of
2 the proposed-assessmenf have riot been received; and,
' 3 ~. ~ ~ ~ '
4 '6'VHEREAS, this City Council- has ~ now determined 'to establish the proposed District as a
5, Parking and Business Lmprovement Area; to provide for the imposition of a benefit assessment
6 and.to adopt an ordinance~to such effect; and,
7 •
S WHEREAS., din the opinion of. this City Council,, the businesses within'the District will be
9 benefited by the expenditure of the funds raised by the assessments levied hereby, in the manner
IO prescribed herein; and, ~ ~ •
11 _ .
12 WHEREAS, tlvs City Council may, for each of the purposes set forth in Section 36510 & 36513
. 13 of the Act, establish one or more separate benefit zones based upon the degree of benefit derived
14 from the formation of the District, and may impose a tiered assessment or charge within each of
15 .the benefit zones; and,
16 ~ ~ ~ ...
17 'WHIER~AS, all provisions, of the Act .applicable to the, establislunerit, ~ modification., or
18 ~ disestablislunent of a District shall apply to.the.establishrnent, modifcation, or disestablishment
19 of benefit zones pursuant to the Act, and the establislvnent or themodification of any 'benefit .
20 zone shall follow the. same procedure as. provided for under the establishment of a parking and
21 business improvement .district; ..and, the disestablishment of a benefit zone shall follow the same
,22 ~ procedure as provide for disestaUlishment of a District; and, .
. 23 ~.
2d WHEREAS, upon the request of the District Board of Directors, this City Council shall
5. commence, the proceedings required by law to amend the Uoundaries, assessments. or charges:
26 established pursuant to this ~rdu~ance subject to approval of the Board of Directors of the
27 ~D'sstrict as expressly provided for herein; said .modifications being made pursuant to the
2g procedural requirements of the Act, but no assessment or charge shall be modified which would
29 impair the ability of the District to meet the obligations of a contract to construct or operate
30 ~physicaTirnprouements in the District; and,
31
Ord. 2104 NCS Page 2
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'W.HEREAS, adjustments may be: made ~ ~in, the assessments or' charges to businesses in the ~ - _
District, :or~ in the uses to which. the revenue shall be put, as: specified in this Ordinance and
subject to . B`oazd. approval, provided such changes are made. by- a supplemental Ordinance
adopted ai~er a hearing before the City Council; and, ~ ~ .
W~EI2EAS, for purposes of .the assessments or charges to be imposed ~ pursuant to .this.
Ordinance, this City .Council may make a reasonable classification of businesses, giving
consideration to various factors, including general benefit to businesses and the degree ~of benefit
received from District programs; and,
WH;C~tEAS; the assessments or charges levied on businesses pursuant to this Ordinance shall, to
the maximum extent feasible; be levied on the basis of the estimated benefit to the businesses
within the District.
NOVV-, TREItEFO1tE, THE CI'I"Y -C~UNC~, OF THE C>C'TY OF IPETALUMA .DOES
OI~AIN AS F®LI,OWS:
Section ] . Resolution of Intention, Public Hearing and Findings. The Recitals hereof. which set
forth facts regarding the adoption of Council .Resolutions, the conduct of public hearings. and ~~
certain findings of the City Council', are true and correct and incorporated herein by reference.
Section~'2. CHAPTER 6.04 ~is hereby added to the Petaluma Municipal Code; providing as
follows:
CHAPTER. 6:04 DOWNTOWN PETALUMA BI.TSINESS IlvIPROVEMEN'T DISTRICT.
6.04.010 DeCnifo;ns.
In order to distinguish .between District businesses and for the purpose o#' calculating and
applying the amount of assessments owed, the following definitions shall apply:
Ord. 2104 NCS Page 3
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~A. Retail Businesses: "Retail Businesses"~ include all businesses not ,covered by other
definitions set out in this section, at least fifty percent (50%) of whose gross income his
.derived from "retail sales" as that term ~is defined. under the California Sales and Use Tax
Law. The fact that a substantial part of its business consists of sales other than retail sales
does izot exclude said business from this classification so long as' such other business
component does not account for more than fifty percent (SO%) of said lusiness' gross
income; ~ ~ ~ ' ~ . ~ ~. .
B.. Restaurants: "Restaurant" businesses include' cafes, eating establishments, sandwich
shops, dinner houses, restaurants and fast food services and.ather s'unilar businesses;
C. .Antique Collectives:. "Antique. Collectives" includes. such businesses and business
locations that represent multiple dealers of antique merchandise within one location.
D. Service: "Service" businesses include businesses that combine_retail and product services.
Examples are appliance stores, most automotive-oriented businesses, repair shops,
repairing. and servicing businesses and. service stations. Other businesses of a general
service-type nature such as general office, news and advertising media, printers, renting
and ~ leasing businesses, utilities, vending machine businesses, Household .finance
companies, entertainment businesses and other sinular'~businesses not otherwise included
in categories a,'b, c, e, f, or g are included in-this section; ~ ..
E. Lodging: "Lodging" .businesses. include iruis, hotels, motels, RV Parks and other similar
businesses; .
F_ Professional': "Professional" .includes attorneys, architects, accountants, engineers,
surveyors, .physicians, dentists, optometrists, ~chiropracfiors and others in a medical /
.health service field, consultants, real estate brokers; financial advisors, laboratories
(including.d:ental and optical), hearing aid services, artists, photographers and designers.
Ord. 2104 NCS Page 4
1: G-.. ` ~ Financial:~Banks, savings~& loans; credit unions, etc: ~ ~~~ .
. 2.
3 . H. Calendar Year: "Calendar Year" means .7anuary lst: to and including December 3 Tst of
4 the same year.
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6 L Billing Period: "Billing Period" shall refer to the period of any portion of a calendar year
7 ~ in which a business .operation as defined above, .
8 ~ ..
9 6.04.020. lCstablishment of Boundaries.
I0 A Parking and Business Improvement District is hereby- established pursuant to the Parking and
I 1 Business Xmprovemerit Area Law of 1989, Streets and Highways Code Section 36500 et seq. The
12 boundaries of the District and. the benefit zones within the. District shall be as set forth on the
13 Exhibit "A", as attached. to the Ordinance adopted to create said District~and~incorporated herein.
14 by reference. This District shall be known as the "Downtown Petaluma Business Improvement
15 .District" (the "District"). ~ ~ ~ .
16 ~ ...
~~ 17 6.04.030 JCstablishment of District Board of Directors.
18 .There shall be a Board of Directors.("Board") of the District to administer the a~Cfairs of the
19 Distrct_ Said Board shall be constituted of businesses within the District: Within the Board there
20 ~ shall be a President, Vice-President, Secretary and Treasurer elected by the membership, and
21 such other officers as deemed necessary by the Board.: Such other officers shall be appointed by
22 the Baard of`Directors at their discretion. All voting witlvn the. District regarding election of
23 Board l~tembers and any actions regarding the normal and routine conducting .of .District
24 Business' shall be based on one (1) vote per assessed dollar, and said business must be current in
25 payrne_nt: of their District assessment(s) to participate in such votes.
26 ~ ~ - .
27 6.04:040 Establishment of BeneCt Assessment..
~28 All busiiies"ses; trades, and professions located within the District boundaries shown on the
29 Exhibit "A" -referenced in Section 6.04.030, shall, commencing 7anuary 1, 2001, pay an annual
30 ~ benefit assessment to fhe district in an amount adopted by Resolution of the City Council of the
31 City of Petaluma.
Ord. 2104 NCS
Page 5
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A. ~ Retail: Busuiesses; "R.etail Businesses" include alI businesses not covered by other
definitions set'out in this section, at least fifty percent. (50°fo) of whose gross income is
derived from "retail sales" as that Perm'is defined'under the California Sales and Use Tax
Law. The fact that a substantial part of its business consists of sales other than retail. sales
does .not exclude said business from this classification so long as such other business
component. does not account for more" than fifty percent (50%) of said business' gross
income;
B. Restaurants:. "Restaurant", businesses include cafes, eating establislunents, sandwich
shops, dinner houses; restaurants,'and fast food services and other similar businesses; .
,C. Antique Collectives: "Antique. Collectives" includes such businesses and business
locations"that represent multiple dealers of antique merchandise witlun one location.,
D.. Service: "Service" businesses. include businesses that combine retail and product services.
Eaamp]es .are appliance stores, most automotive-oriented businesses, 'repair chaps,
rep airing and "servicing businesses and service stations. Other businesses of a general
service-type nature such as general office, news and advertising media, printers, renting
and leasing businesses, utilities, vending machine. businesses, household finance
companies, entertainment businesses and other similar businesses not otherwise included
in categories a, b, c, e, ~ or,g are included in tlus "section;
E. ~ T.odging: "Lodging" businesses. include inns, hotels, motels, RV Parks and other similar
businesses;
F. ProfeSSoiial: "Professional" includes. attorneys, .architects, accountants, engineers,
surveyors, physicians, dentists, optometrists, chiropractors and others in a .medical /
health service„ -field,. consultants, real estate brokers, financial advisors, Laboratories
(i_ncluding dental and. optical),. hearinb aid services, artists, photographers and designers.
Ord. 2104 NCS
Page 4
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1 .5:04.050 Purpose and ~Jse of Benefit Assessments. ~ - ~ - -
2 The types of improvements and activities -proposed to be funded by the Levy of assessments on
3 businesses in.the District are as follows:. ~ -
. 4
5 A. The' acquisition, GQRStr11Ct1011, IIlstallatlon, or maintenance of any tangible property with
6 an estimated useful life of five years or more including, but not limited to, the fallowing
. 7 . improvements: ~ .
8 1 Benches; . - .
9 2 ~ Trash receptacles;
10 3 ~ Decorations;
11 4 Facade improvements;
12 5 ~ .Permanent landscaping ~~ .
I3 - ~ ..
I4 B. ~ Activities including but-not limited to the following:
15 1 promotion of public. events which benefit businesses in the area and which take
16 place on~or in public places withinthe area;
17 2 Furnishing,of music in any public place in the area;
18 3 Activities which benefit businesses located and operating in the area, including
19 but slot limited to commercial~shopping and promotional programs.
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21 6.04.060 Exclusions F'a•om Benefit Assessment.
22 No person. or business shall be required to pay an assessment based on: (a) a residential use of
23 the property within the'District, or (b) a non-profit organizataon.as defined by Section 501 (C) (3)
24 or (C) (6) of the Internal Revenue Service Code located within the District.
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26 6'.04:070- ,New.BuSiriess t~ssessment'Waiver.
27 .Any. new business established within the District shall not -be required to pay an assessment for
28 the B'illing_ Period during: which said business is .initiated. .The business will have been
29 considered initiated on the date of issuance of the business license. This waiver shall not apply-to
30 an Pxstizig business that has changed ownerslvp or location within the District. City agrees to
31 snp~lytlie Distract with timely information regarding new businesses initiated within the District.
Ord: 2104 NCS Page 6
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- 1 6:04.0$0 ~CoIIection.ofDowntown•BenefitAssessment. .
2 " The benefit assessment authorized by this Ordinance for D~owntoivn P.etaiuma businesses
3 . (Section 5:0 hereof), shall be billed and collected. each Calendar Year:. The BID-Advisory-Board
4 rriay, from time to time, assess late charges on' unpaid BID' assessment charges.
5 ~ .
6 6.04,090 Voluntary Contributions to District.
7 Contributions to the District shall be permitted on a, voluntary basis: The. boundary. of the
$. District shall not.be modified as a result of the contribution, nor shall said contributing business
9 be considered a member o£ the District for voting or other purposes. 1`Iowever, said business
• 10 making a voluntary contribution may be entitled to participate in the programs of the District
11 upon a finding by the Board of Directors that the District derives a benefit from said business'
12 participation in the program.
.:. 13
14 6.40.100 Annual-Budget Process.
15 Pursuant to the Act, it shall be necessary fog the District Board of Directors to present an annual
16 budget for City Council -review and approval prior to the beginning of each Fiscal Year 'The
17 purpose of this process is to comply with the Act provisions regarding public notice and. hearing
~.
18 prior to establishing the benefit assessments for the following Fiscal Year. City shall not adopt,
19 modify or,otherwise amend any Fiscal.Year budget of the District that is inconsistent in any way
20 tivith said Fiscal Yeas budget as agreed to and presented by the District Board of Directors
. 21 except.in the case of a~ written majority protest (regarding elimination or modification of any
22 specific budget item) from business owners. which will pay 50% or more of the assessments
23 proposed to be levied as to any specific budget item pursuant to GC Section 36525 (b). In such
24 case the written protest. regarding any specific budget .item shall be gr-ounds to eliminate or
25 modify said exlenditure from the District's proposed budget pursuant to the written protest'.
2~.. . .
27 6;40.110: J<}ecisians Regarding Expenditure of Funds.
2'8 As provided for within the guidelines of SB 142.4, decisions of the District Board of Directors
29 regarding,-expenditure of all funds generated under this program shall be,final.
30
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Ord. 2104 NCS
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6.40.120 bistrict~Proceeds Do Not Of~'s.et CityServices: ~ ~ _
City specifically. find's :and. declares ,that''the funds derived from the District shall not.be used to~
offset or. diminish current maintenance, capital improvem_ ent programs, including but not ].united
to, public property and, sidewalk cleaning, street. cleaning and maintenance, .tree maintenance,
restroom cleaning and maintenance. The City is not bound or obligated to~ any specific amount
of funding to the District.
6.40.130 Disestablishment of the District.
Proceeding to disestalilisfi the .Di trio shall. be initiated by -the City Council following the
pzesentption of a petition to the City Council signed 'by business owners paying 50% or more of
the assessments levied in the District. Proceedings to disestablish the District shall follow the. .
procedures set forth in GC Section 36550. The City Council. shall disestablish the District if,
following the public hearing prescribed in Section 36550 {bj,,written~protests.are not withdrawn '
as to reduce the protests below the 5.0%~ level :In the event of.disestablishment of the District,
remaining, revenues of the District shall be refunded to paying-business owners in a•. pro-rata ~
manner calculated . in the same manner as was used to establish the' most recent assessments
applied in the District:
Section 3. If any section, subsection, sentence, clause or please of this ordinance is, for any '
reason, held to be invalid or unconstitutional, .such invalidity or unconstitutionality shall not
affect the validity or constitutionality of tl~e remaining portions of tlus ordinance, it being
expressly declared that this ordinance and each section, subsection, clause and phrase hereof
would have been prepared, proposed,.,adopted, approved and ratified irrespective of the fact that
any one or more other sections, subsections, sentences, clauses, or pleases be declared invalid or
unconstitutional:
Seetion`d. THe:ordinance shall"take effect upon the thirty-first (31st) day after its final passage.
Ord. 2104 NCS
Page 8
1 . INTRODUCED and. ordered PostedlPzablished this 16th day of October 2000. ADOPTED this
2 20th day of November, 2000, by the fallowing vote: •
3 - •
4 AYES: Healy,, Keller, Caller-Thompson, Hamilton,.lvlaguire, Vice Mayar Torliatt; Mayar
~ ~ Thompson
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7 NOES: None ~ -
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9 ABSENT: None ~ -
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11 ABSTAIN:.None
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~14 ~ - ~ Mayor
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16 ATTEST:
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19 Cit' Cler ~ ~ -
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Ord. 2104 NCS . Page 9
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R~~,F„~, t S~
PETACUMA.DOWNTOWN ASSOG
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BID ANALYSIS - START TO D6/30/0 9 '~
MA RKETING SECURITY BEAUTIFICATION ADMINISTRATIVE TOTAL
• 32% 32% 16%- 20% 100%
BEGINNING
BALANCE 0 D 0 0 0
RECEIVED 07100-06/01 6,340:16 6,340.16 3,170.08 3,962.60 19,813.00
.EXPENSES 07100-06/01 (555.00) (280.00) {835.00)
BALANCE 07!00-06!01 6,340.16 5,785.16 3,170.08 3,682.60 18,978.00
RECEIVED 07!01-06!02 2;558.40 2,558.40 1,279.20 ~ 1',599.00 7,995.00
EXPENSES 07/01-06!02 (18,373.56) (6,358.19) 0.00 '•'(5,355.60) (30,087.35)
BALANCE.07l01-06!02 (9,475.00) 1,985.37 4,449.28 (74.00) (3,114.35)
RECEIVED 07/D2-06/03 12,495.13 11,928.80 5,964.40 7,455.51 37,843:84
EXPENSES 07!02-06103 (22,776.07) (15;061.00) (104,.00) {11.,127.56) (49,068.63)
BALANCE 0 710 2-0 610 3 (19;755.94) (1,146.83) 10,309:68. (3,746.05) (14,339:14)
RECEIVED 07/03-06104 8,216.96 8,216.96 4,108.48 5,135.60 25,678100
EXPENSES 07/03-06104 (5,163.71) (12,050.25) 0.00 (11,892.61) (29,106.57)
BALANCE 07103-06/04 (16,702.69) (4,980.12) 14,418.16 (10,503.06) (17,767:71)
RECEIVED 07!04-06!05 30,032.90 30,032.90 15,016:48 18,770.56 93,852:84
EXPENSES 07!04-06105 (12,477.54) (8,000.00) (9,378.00) (6,773.14) (36,628!68)
BALANCE 07!04-06105 852.67 17,052.78 20,056.64 1,494.36 39,456:45
RECEIVED 07105-06!06 157-50.34 15750.34 7875.17 9843.98 49,219:83
EXPENSES'07/05-06!06 (7,206.04) (15,540.00) (14,213A8) (11,338.34) (48,29746)
.BALANCE 07105-06!06 9,396.97 17,263.12 13,718.73 0.00 40,378:82
RECEIVED 07106-06107 20;393.23 20,393.23 10,196.61 12,745.76 63,728,83
`EXPENSED'07/06-06/07 (12,636.09) (13,090.00) (18,175.02) (9,708.04) (53,669„1.5)
BALANCE 07106'-06!07 17;094.11 24,566.35 5,740.32 3,037.72 50;438.50
RECEIVED 07!07-06!08 0.00 0.00 0.00 0.00 0.00
EXPENSED 07107-06!08 (1'0;644.00) (18,264.00) (8,650.00) (10,135.80) (47,693.80)
BALANCE0710T=06/D8 6,450:11 6,302.35 (2,909.68) (7,098.08) 2,744.70
RECEIVED 07!08-06109 31,757.13 31,757.13 1:5,878.57 19,848.23 99,241.06
,EXPENSED-071t)8-06/09 ,(21,012.12) (21,411.26) 0.00 (14,934.11) (57,357,49)
BALANCE 07/08=06/09 17,195.12 16,648.22 12,968.89 (2,183.96) 44,628.27
Blb 2010 PRQPOSED BU.q'GET
Projected Revenue -
Tofal Possible $ 60,000 projected from total district data
Expected ;$ 51,000 :assuming 85% collections
.Proposed Projects
Expected Possible Notes
Security 40% $ 20,400.00 $ 24,000.00
Security Patrol $ 6,000 on-going expense for nightly private security patrols
Cameras $ 14,4''00 ~ Secur.ity cameras
Marketing 30% $ 15,300._00 $ 18,000.00 ~ .
Destination Petaluma $ 12,000 Movie House Ads, T.V. Destination marketing,
General $ 6,000 various Marketing Committee projects
Beautification 20% $ 10,200.00 $ 12,000.00
Holiday Decorations $ 4,500 Xmas banners up and down,storage & cleaning
Sidewalk Steam Cleaning $ 9,000 Semi-Annual steam cleaning
Intermittent street cleaning
Paint supplies for Graffiti $ 500 clean up supplies for graffiti ed
Administration 10% $ 5,100.00 $ 6,000.00
Total ~ $ 51,000.00 $ 60.,000.00
.~
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1?E'FALUMA
DOWNTOWN
ASSOCIATION ~
Our mission is to contribute to the betterment of the. Petaluma Historic Central Area
And to promote and enhance its position as the city's retail and commercial center.
December 29, 2009
The Honorable Mayor Pamela Tortiatt &
Petaluma. City Council Members
Petalurtta Downtown Business Improven'tertlt ®istrict -Financial Impacts:
Overthe past eight years, the BID. has- received the following from assessments:
® 2001 $27,633
® 2002 $37,202
® 2003 $23,862
® 2004 $53,30.0.
® 2005 $51,379
® 2006 $54,054
® 2007 $56,960
® 2008 ,$54',644
® 2009 $49,932 collected so far ($9,500 in collections)
In the past few years since the. BID has been tied to the business license, the collection ofthe BID, has been
smoother and more successful as businesses° are accepting and paying the amounts billed. The original bills went
out in January 2009 and were followed up by a 60 day reminder notice.. The collections have been affected from
the closure of numerous businesses and new start-ups having. exemptions for the first year. Past due bills did not
go to collection until. October and are still in the process of being collected.
It is vital that the•supplemental ..information should accompany all bills ent.out whether it is the first or 2"d billing to
give clarity. In 201,0 we request hat. two bills be created the same as'lasf year, one for the Business Tax and ':one
for the BID. Both: bills will be,separate yet linked to clearly state that both Business License and the BID .must' be
paid in order to slay current orr the account. The BID bill will have four attachments, a cover letter; exhibit A, a
map of the BID area.and a information update form to help us keep up with changes of address etc.
The budget was revised from the previous year's amount of $72,000 which would more closely represent the
actual. billing .amounts. This year we have also changed the % levels in each category to reflect appropriate
spending !levels. The BID budget is allocated as follows:
® 4Q°Io Security $24,000
30% Marketing $1:8;000
20°Io Beautification $12,000
® 10% Administration 6 000
TOl'AL: $60,000
Attached .you will find'; an accounting of aII BID expenditures from 2001 thru 2009, proposed BID expenditures for
2010 and an example bill. with foursupporting pages of explanatory information.
Y~
`~-~~1
Director
Blvd. North. Suite A-11. Petaluma:, California 94952 707.762.9348 fax 707.762.4317 www.oetalumadowntown.com
-~
~t~%r ~ BI® INV®ICE .
~,~r ,
y? ~~ B.ID CATS-GORY: BID ZONE C SERVICE BUSINESS
+ ~.~ NUMBER OF EMPLOYEES, OPERATORS, DEALERS OR ROOMS
~~ A~:,:,;I ;
-:,~ ~
;BID AMOUNT PAID $
ACTIVITY #
r~'
~~I~ III II ~~ II II ~~ I~I I ~ II ~I~ I~I ~ ~II II II~ ~~~,~~ t ~~kL
~, ,~~ u
BUSINESS ID #
BUSINESS ID # CITY OF PETALUMA
BUSINESS NAME 11 ENGLISH STREET
MAILING ADDRESS: ~ ~ P.O. BOX 61
PETALUMA,. CA 94953-0061
RETURN THIS..PORTION WITH YOUR PAYMENT
BUSINESS LICENSE NO. EXPIRATION DATE: 12/31/2010
LOCATION:
OWNER(S):
DELINQUENCY DATE: 4/01/2010
BILLING NUMBER: 707-778-4354
YOUR BID CATEGORY: BID ZONE C SERVICE BUSINESS
Downtown Petaluma
Business I mprovement Assessment Fee (BID)
ZONE A ZONE B ZONE C
Retailers and Restaurants
0-3 employees $ 150 $ 100 $ 50
4-6 employees $ 250 $ 166 $ 83
7+ employees $ 350 $ 232 $ 116
Antique Collectives:
0-3 dealers $ 150 $ 100 $ 50
4-6 dealers $ 250 $ 166 $ 83 .
7+ dealers $ 350 $ 232 $ 116
Service Businesses:
0-3 employees/operators $ 1.00 $ 75 $ 50
~ 4-6 employees/operators $ 200 $ 1.50 $ 100
7+ employees%operato~s $ 300 $ 225 $ 150
Professional"Businesses:- $ 125 $ 82 $ 41
Financial'Institutions: $ 500 $ 500 $ 500
Lodging
1-1.0, rooms $ 150 $ 150 $ 150
11 25 rooms $ 250 $ 250 $ 250
26+ rooms $ 350 $ 350 $ 350
Enter number of employees, operators, dealers or rooms:
From the TABLE above choose the correct amount to pay:
YOUR BID IS TIED TO YOUR BUSINESS TAX FOR THE CITY OF PETALUMA. YOU MUST PAY BOTH YOUR
BUSINESS TAX AND YOUR BID IN ORDER TO STAY CURRENT ON YOUR ACCOUNT.
KEEP BOTTOM PORTION FOR YOUR RECORDS t~
Y 8:5 $
POST OFFICE Box 61
P~TALUMa, CA 94953-0061
Pamela Torliatt
Mayor
Teresa Barrett
David Glass
.Mike Harris
Mike Healy
David Rabbitt
Tiffany Iten~e
Couucitmembers
Finance Department
11 English Street
Petaluma, CA 94952
Phone (707) 778-4352
Fax (707) 778-4428
E=Mail
finance@ci:petaluirin. cu. us
Generdlsexvices
Phone (707):778,-4384
Fax (707) 776=3645
Pitrc%asing
Photre (70Z) 778-4352
Fax (707) 778-4428
E-Mail
finance@ci. pe taluma: ca: us
Utility Billing
Phone (707) 778-4350
Fax (707) 778-44?8,
E-Mpil
utilityhills@ci:petnluma: ca: xrs
January 26, 2010 ~~
~~
Dear Downtown Business Improvement District Business Owner, Z~
This is to transmit the 20.10 downtown business improvement assessment nvoice that is due
and~payable on receipt and delinquent on April 1, 2010.
This invoice is based and calculated, on.your zone location, type of business and amount of
employees. To perform .this calculation the City 'of :Petaluma used data from the State
Employment Development Department ~(EDD) regarding -the number of employees you
reported to them. ,Please. be aware that it is very important to check that you are eort-ectly
billed for the right amount of employees. Employees are calculated on full time. hours, so
part time employees should be added together to get a full time equivalent. Should you have
any questions regarding your zoning or employee amounts please contact The Petaluma
Downtown Association with your gtestions by: fax (707) 762-4317. a-mail
mane(rt~,petalumadowntown.com, or call at 762-9348. ..Please do not call the City of
Petaluma.
The assessment was .established in November 2000, when the Petaluma City Council adopted
Ordinance 2104 N.C.S establishing the Downtown .-Business Improvement District (BID).
This Occurred. at the request of the Petaluma Downtown Association (PDA), after an
extensive public hearing process, required by State Law. During the process, local business
owners wl7o 'were to be included in the BID had the opportunity to protest the fonnatign of
the district and terminate the process. However, recognizing the utility of the BID, very few
chose to oppose the BID and the District was formed. The PDA Board serves as fhe `BID
Board of Directors -and administers the funds collected from you by the City of
Petaluma. The PDA does not have the authority to change this ordinance or grant
exemptions.
According to the 2010 Annual Report of the BID, approved by the Petaluma City Council on
January 25, 2010, assessment funds will be used as follows:
20% ~ Downtown Beautification $12;000
30% Downtown Marketing $18,000
10% Administration $ 6,000
40% Downtown Security $24,000
Total: $60,000
Please :Support the Downtown Business Improvement District by -making your timely
payment as indicated on the attached invoice. Thank you for your continued efforts to
maintain an economically vibrant and attractive downtown.
Sincerely Yours ~a~~
a
~~'
7
Sandra Sato '~~~
I
Interim Finance Direct
'~ !
~~~~~ A
Downtown Peta~ui<na
business ~>1>i~provement Assesse>i>!t Fee (SID)
ZONE A
Restaurants and
Retailers
Antique
Collectives
ZONE ~ Z®NE C
$150 (1-3 emp.) $100 $50
$250 (4-6 emp.) $°~l 66 $83
$350 (7+ emp.) $232. $1 16
$'150 (1-3 dlr.) $100 $50
:$250:,(4-6 dlr.) $I66 $83
$350 (7+ dlr.} $232 ~ $116
Service $1.00 (l:-3 emp. /op.) $75 $50
Businesses $200 (4-6 emp./op.) $'1.50 $100
$3.00..,(7+ emp./op.) $225 $150
Professional $125 $82 $41
Businesses
Financial $500 $500 $5'00
Institutions
Lodging $L50 (1-10 rooms) $150 $150
$2.50 (l 1-25 rooms) $250 $250
$350.(26+rooms) $350 $350
ImDOrtant note: Retail, restaurant and service businesses will be charged on size which will be
determined' by number of employees; either full-time or the equivalent made up of multiples of
part-time employees while Antique Collectives will be charged' by number of business licenses
active within one location.
BUSINESS TYPE DEFINITIONS
_ Retail, Restaurant and .Antique Collectives: Businesses that buy and resell goods or comestibl'es..
Examples are clothng•stores, shoe stores, office supplies and. antiques shops as well as businesses that•
sellprepared food's and drinks.
Service Basinesse5: 'Businesses that sell services. Examples are beauty and barbershops, repair shops,
mosf automotive-orientated businesses, entertainment businesses such as theaters, etc.
Lod~in~: Incltade"s renting rooms by the day or week to community visitors.
Professional'Busi'nesses' Tncfudes: Architects, Engineers, Attorneys, Dentists, Doctors, Accountants,
Optometrists;,Realtors, Insurance Offices, Mortgage Brokers and most other businesses that require
advanced and,/or specialized licenses and/or advanced academic degrees.
F'inancia'l' 1'nstitutions: Includes Banking, Savings, Loan and Credit Unions.
14714-2287 (02-06)
~~
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~ yyJ_ v ~ - ASSOCIATION
~ ~•as\/',i1 •~'~' _ ~ 7Y/CSCI O \ 00 q• ~ !' a 11 r/
~~rG ~ ~~
¢y 6~-Ga~ ' ZAYDA IN q~
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,x -sr ~P Aqr~ C'p^C s
Sj S~ ~ ._. ~ NS/. p~RsF ~ CITY ^F PETALU3~tA
"nlE ~ . ~ y~ C;Q/ ~ C,ALIFLIRNIA
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,) ~ya ~ N NOA.pER.ST 4..-. •s City Limit
~~~~OSI ffi U 7SrSr. .r
_ ..,::.
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{~~Y" ~ y ~ ~ zones within the
5 aN~ ~`~'' m ~^'a~ ~ ~~ Downtown BiD
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fi Nq LI l Igly/ ~ 2' ~. 2. . ~ b 212:5. X25 -DSD 1.275 1.76J
~rF.[~ .\ ~.~, NSr Cp 9lN ST. ~ ~ ~ ". _ _... Feel
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,: ~ OLNw EAI~vIEWSE ~ o ,. t MMIr~ 1ona9 and ac'.dw ldatr
9(7R~ 4 E ~ 7rM - ~4`~ MEADOW LE,DR-_W d 1.c,IP4Y ~
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~ ~--'-~~:._i _, ~I~~1 - '~/,(S~ `L ~~/[/~/~ 4dAlE~LN FIALSEY_AVETµn~ a ~~-(~,~y 1
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~!D / BUSINESS IJPAT'E FORM
Please complete this form if you have any changes`to your account.
Business License.#:
To ensure that we have the correct. information regarding your business and the amount
of employees you have-please update applicable sections on.this form and return with
your BID and Business Tax invoice to the finance department at the City of Petaluma.
Business Name:
Owner
Mailing address
Phone ( )
Business type (sole proprietor, Corporation, etc)
Business ID
Description of business
Function of company
^ Retail Business or Restaurant
^. Professional Business
^ Financiallnstitufion
^ Antique Collectives
^ Service Business
^ Lodging
Thank you' for takigg the time fo provide updated information on this form, the information will
be kept confidential and not shared with any other parties.
The Petaluma Downtown Association, 6 Petaluma Blvd. No., Suite A-11, Petaluma, California,
94952 (707) 762-9348 Fax: (707) 762 4317
Updated 12/29/09
Date prepared
Contact person,
Fax ( )
~~
;~
-;~~=
II!I ~ -~ i!IV '~
PETALUMA
DOWNTOWN
ASSOCIATION
Our mission.is to contribute to the betterment of the Petaluma Historic CentralArea
and to promote and enhance its position as the city's retail and commercial center.
l . Billing to go out no.~later than February 28`h 201D - to include uncollected funds
from 2009 and supplemental information.
2. Follow up billing to go. out no dater than Apri126~' 2010 - to include
supplemental information.
3. Uncollected assessments to go to collections in May 20,10.
4. PpA to receive updated reports every 12 weeks on what had been collected and
who' has not paid. Accompanying this report should be payment of collected
funds.
I,believe~the continuation of the BID is important. I allow projects that help downtown
-that would otherwise be ;impossible, and save the City/TOT funds from having to pay for
things we could: be certain to be approved.
Petaluma Downtown Association 12/29//09
6 Petaluma Blvd. North, Suite A-1.1, Petaluma, California 94952 707.762.9348 fax: 707.762.4317 www.petalumadowntown.com