Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Staff Report 4.F 12/02/2013
�ALU Ag-e da'Ite'vw#4. F /859 DATE December 2, 2013 TO: 1-Ionorable Mayor and Members of the City Council through City Manager FROM: William Mushallo, Finance Direct SUBJECT: Resolution to Approve the 2014 Downtown Petaluma Business Improvement District Annual Report and Related Budget; Declaring the Intention to Levy the 2014 Annual Assessment, and Setting a Public Hearing on the Proposed 2014 Annual Assessment RECOMMENDATION It is recommended that the City Council adopt the attached Resolution Approving the 2014 Downtown Petaluma Business Improvement District Annual Report and Related Budget, Declaring the Intention to Levy the 2014 Annual Assessment for the District and Setting the Public 1-fearing on the Proposed 2014 Annual Assessment. BACKGROUND In November 2000, the Petaluma City Council adopted Ordinance 2104 N.C.S., establishing the Downtown Petaluma Business Improvement District (DPBID). In the Ordinance, codified in Chapter 6.04 of the Petaluma Municipal Code (PMC), a Board of Directors is established to administer the affairs of the District. Under PMC section 6.04.100, 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 Resolution of Intention to levy an annual assessment. The Petaluma Downtown Association Board serves as the BID Board of Directors. The fiscal year for the BID begins on January I . The Board of Directors does not propose to change the district boundaries or increase the assessment or modify the method of assessment in 2014. The types of improvements and activities included in the 2014 proposed budget for funding by the levy of assessments on businesses in the District are as follows: • 50% Security $32,500 • 28% Marketing $18,200 • 20% Beautification $13,000 • 2% Administration $ 1,300 Total: $65,000 A detailed listing of the activities included in these categories is provided in Attachment 2. Agenda Rcviewa,P1 City Attorney (L/v-^ Finance Direc Manager 4� 1 DISCUSSION Pursuant to PMC Section 6.04.100, the district board of directors must annually present a budget for City Council review and approval prior to the beginning of each fiscal year. The purpose of this process is to comply with the Act provisions regarding public notice and hearing prior to establishing the benefit assessments for the following fiscal year. It is recommended that the public hearing be held on January 6, 2014. At that time the City Council will be asked to consider public comment and input on the proposed budget and the BID annual assessment. The City Council cannot adopt, modify or otherwise amend the proposed budget of the district in a manner that is inconsistent in any way with the budget as agreed to and presented by the district board of directors except in the case of a written majority protest from business owners which will pay fifty percent or more of the assessments proposed to be levied. A draft version of the notice that is going out to approximately 600 businesses in the district boundary is provided in Attachment 6. FINANCIAL IMPACTS Over the past ten years, the BID has received the following from assessments: • 2001 $27,633 • 2002 $37.202 • 2003 $23,862 • 2004 $53,300 • 2005 $51,379 • 2006 $54,054 • 2007 $57,110 • 2008 $54,644 • 2009 $49,932 • 2010 $55,757 • 2011 $55,994 • 2012 $51,593 ($20;600 outstanding and uncollected) • 2013 $46,868 ($21,450 outstanding and uncollected) MuniServices, LTC performed the BID billing and collection services for 2013 and will carry out these same services in 2014. The services include printing and mailing the BID notices and attachments, validating account information against MuniServices' proprietary database, processing and depositing all payments, and preparing and submitting reports to City and Petaluma Downtown Association staff for periodic review. MuniServices mails two additional notices and makes one follow up phone call to customers who do not remit their annual BID payment in a timely manner. MuniServices' fee for these billing and collection services is $11.00 per processed account and is paid for by the BID. The net collected amount is deposited into the Petaluma Downtown Association's bank account. MuniServices also provides year- round delinquent account collection services and is working on collecting delinquent account collection revenue for calendar year 2012 and 2013. Representatives of the Downtown Association have approved the MuniServices' service agreements. 2 ATTACHMENTS 1. Resolution Approving 2014 Annual Report and 2014 Budget and Declaring Intention to Levy Annual Assessment 2. DPBID Annual Report, Budget and Map for 2014 Fiscal Year and 2013 Fiscal Year Bid Funds Received and Expenditures 3. Ordinance 2104 N.C.S. (Exhibit 1 to Resolution) with Exhibit A to Ordinance 4. Letter of Correspondence and Financial Information from the Petaluma Downtown Association 5. Draft BID Invoice and Letter to Business Owners with Attachments 6. Draft Public Notice 3 ATTACHMENT 1 RESOLUTION APPROVING THE 2014 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT ANNUAL REPORT AND RELATED BUDGET; DECLARING THE INTENTION TO LEVY THE 2014 ANNUAL ASSESSMENT FOR THE DISTRICT; AND SETTLNG A PUBLIC HEARING ON THE PROPOSED 2014 ANNUAL ASSESSMENT WHEREAS; on November 20, 2000; in accordance with California Streets and Highways Code Section 36500 et seq. ("the Act"), the Petaluma City 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 ("DPI3ID"), within the area described in Exhibit 1, which is attached to and made a part of this Resolution; and WHEREAS. Section 6.04.050 of the Petaluma Municipal Code lists the types of improvements and activities that may be funded by the levy of assessments on businesses within the DPB1D as follows: A. The acquisition, construction, installation or maintenance of any tangible property with an estimated useful life of five years or more including, but 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: 1. Promotion of public events which benefit businesses in 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; and WHEREAS, under Section 6.04.100 of the Petaluma Municipal Code, the Board of Directors established to govern the affairs of the DPB1D must present the City Council with an annual report and budget for review and approval prior to the City Council consideration of levying a benefit assessment for the following fiscal year; and 4 WHEREAS, the requirements of Petaluma Municipal Code Section 6.04.100 are in accordance with the Act. Which establishes annual procedures governing 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 and oral protests may be made concerning levy of an annual assessment, and adoption of a resolution approving the annual report and levying the assessment; and WHEREAS, Section 36535 of the Act provides that public hearings on levy of annual assessments pursuant to the Act must be conducted in accordance with Sections 36.524 and 36525 of the Act, which provide as follows: A. The City Council shall hear and consider all protests against the establishment of the area, the extent of the area, or the furnishing of specified 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 proceedings shall be in writing and shall clearly set forth the irregularity or defect to which the objection is made. B. Every written protest shall be filed with the City Clerk at or before the time fixed for the public hearing. The City Council may waive any irregularity in the form or content of any written protest and at the public hearing may correct minor defects in the proceedings. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. C. Each written protest shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records of the City as the owner of the business, the protest shall contain or be accompanied by written evidence that the person subscribing is the owner of the business. A written protest which does not comply with this section shall not be counted in determining a majority protest. D. If written protests are received from the owners of businesses in the proposed area which will pay 50 percent or more of the assessments proposed to he levied and protests are not withdrawn so as to reduce the protests to less than that 50 percent, no further proceedings to create the specified parking and business improvement area or to levy the 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 against the furnishing of a specified type or types of improvement or activity within the area, those types of improvements or activities shall be eliminated; and WHEREAS, the 2014 DPBID Annual Report proposes no changes in the boundaries, method of assessment, or rate of assessment related to the DPBID; and the proposed DPBID 2014 Budget establishes the following budgetary priorities with estimated revenues and expenditures: 5 50% Security $32,500 28% Marketing $18,200 20% Beautification $13,000 2% Administration $ 1.300 Total: $65,000 WHEREAS, the 2014 Annual Report of the DPBID is on file at the City Clerk's office for public review and contains a lull and detailed description of the DPBID improvements and activities to be provided for the 2014 fiscal year, the boundaries of the DPBID and any benefit zones within the DPBID, and the proposed assessments to be levied on businesses in the DPBID for the 2014 fiscal year. NOW, THEREFORE, BE IT RESOLVED THAT subject to California Streets and Highways Code Section 36500 et seq. (the "Act") and a public hearing to be held pursuant to the Act, the Petaluma City Council intends to levy the assessment described in the DPBID Annual Report and Budget for Fiscal Year 2014 to pay for improvements and activities within the DPBID which is attached and made a part of this Resolution as Exhibit 1 in accordance with Chapter 6.04 of the Petaluma Municipal Code and the Act. The City Council reviewed and approved the DPBID 2014 Annual Report and Budget at their December 2, 2013 Council meeting, at the Petaluma City Council Chambers, 11 English Street, Petaluma, CA; and BE IT FURTHER RESOLVED that a public hearing will occur on January 6, 2014 at 7:00 PM, at the Petaluma City Council Chambers, 11 English Street, Petaluma, CA, concerning levy of the assessment proposed for the DPBID for calendar year 2014. At the hearing, written and oral protests may be made in accordance with California Streets and Highways Code Sections 36524 and 36525. 6 ATTACHMENT 2 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT ANNUAL REPORT, BUDGET AND MAP FOR 2014 FISCAL YEAR AND 2013 FISCAL YEAR 1311) FUNDS RECEIVED AND EXPENDITURES 1. Changes in Boundaries: None arc proposed. 2. Changes in the Basis or Method 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 2014 Budget Allocations • 50% Security $32,500 • 28% Marketing $18,200 • 20% Beautification $13.000 • 2% Administration $ 1.300 Total: $65,000 BID 2014 Proposed Projects Projected Revenue Total Possible $ 65,000 projected from total district data Expected S 55.000 assuming 85% collections Proposed Projects Expected Possible Notes Security 50% $26,000 $24,700.00 Security Patrol $ 5,000 on-going expense for nightly private security patrols Cameras $ 21,000 Security cameras Marketing,28% $ 15,400.00 $18,200.00 Destination Petaluma $ 10,000 Destination marketing, radio, TV etc General $ 5,400 various Marketing Committee projects Beautification 20% $ 12,500.00 $20,800.00 Holiday Decorations $ 5,000 Xmas banners up and down,storage & cleaning Sidewalk Steam Cleaning $ 7.000 Semi-Annual steam cleaning Intermittent street cleaning Paint supplies for Graffiti $ 500 clean up supplies for graffiti ed Administration 2% $ 1,100.00 $ 1,300.00 Total $55,000.00 $65,000.00 7 Security - SO% - The PDA contracts for coverage of the general downtown area to be performed on a regular nightly schedule. (The administration of this contract is not to be confused with a separate contract not paid for with BID funds for the Keller Street Garage.) Marketing - 28% - These funds are used to supplement additional funds paid by individual merchants for the combined .marketing efforts 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 merchants. using these funds and utilizes the combined buying power of the PDA and merchant community to obtain favorable prices for advertising that would not ordinarily be available to the individual merchant. Beautification - 20% - A volunteer committee meets to consider requests for investing in beautification projects downtown. Administration - 2% - Collected funds go to the day-to-day operations of the PDA office. Cost centers include rent, salary expense, and event coordination (implementation of downtown events like Butter and Egg Days, Antique Faires (2), Art and Garden Festival. etc.). 8 Types of.Businesses-Assessed • Retail, Restaurant and Antique Collectives.'.Businesses that buy and resell goods or comestibles. 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. • Lodging: Includes renting rooms by the day orweek 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 /or specialized licenses and/or advanced academic degrees. • Financial Institutions: Includes Banking, Savings, Loan and Credit Unions. Assessment by Type of Business Within 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 $166 $83 (7+ Dealers) $350 $232 $116 Service (1-3 EnIp/Operators) $100 $75 $50 Businesses (4-6 Emp/Operators) $200 $150 $100 (7+ Emp/Operators) $300 $225 $150 Professional $125 $82 $41 Businesses Financial $500 $500 $500 Institutions Lodging (1-10 Rooms) $150 $150 $150 (11-25 Rooms) $250 $250 $250 (26± Rooms) $350 $350 $350 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. 9 3i Hi Pin!' u z r?:ipr; = pp 'ijair ��! f; La 0 zL 6 a o it #!2 Ft! p a G o < a L,g " Bi�Sl @E e u L3J Y€ I tr,.:i ,'E°6� z . u` g 4iii6Pir(l r: m a I a`ti1j!'! ',`� ) -�W ` 1^— y i ill N itrlity-Nt(eN,E5, . _ _ u �/�`�"4 el' 'mow 7#::st!- ... j/ \ J �fttlf�/CfQ VY%�..%,ti�~, ♦ �~•/`'J`'/yl jG' � r�,~ � " ..q -aI yr R \>:,,,,,y,„, It- Yes?' <7i,,,, 00.,+.(y�. ,, ! ,!��'j'y '/`��t(,p_,.�„b .•(t Q 0 .. st Yi =1 u �.- f° `+ \\ ' ua�„� aV*lt ,?° # r`R .. *r J,II/Jfj ms`s . ,\�'yz ,-' s4°*- '+`,s• ter:," • �,�" ': '' i 7I 10 ° ;il As ,c 1 .�r,,4 NW'111 �j�, I 1,rckin , V' C�`si. ti'.ie t '� \ r� h' l��. �a a'r \�f', �,, a ' ` / .- ���v 10 Petaluma Downtown Association Bid Funds Received and expenditures For Fiscal Year Ending June 30,2013 BID Percentages 28% 50% 20% 2% TOTAL Date Transaction To/From Description Marketing Security Beautification Admin 07.01.12 Beginning Balance 4,237.28 -17,520.64 13,291.84 0.00 8.46 07.30.12 Deposits Bid Income 9,653.00 17,237.50 8,895.00 689.50 34,475.00 08.17.12 Deposits Bld Income 780.44. 1,411.50 584:60 56.46 2,823.00 10.05.12 Deposits Bid Income 858.76 1,533.50 613.40 61.34 3,067.00 11.08.12 Deposits Bid Income 1,102.08: 1,968.00 787.20 78.72 3,938.00 12.17.12 Deposits Bid Income 346.08 618.00 247.20 24.72 1,238.00 1.25.13 Deposits Bid Income 63.00 112.50 45.00 4.50 225.00 2.11.13 Deposits Bid Income 1,689.08 2,980.50 1,192.20 119.22 5,961.00 03.12.13 Deposits Bid Income 2,881188 5,110.50 2,044.20 204.42 10,221.00 04.18.13 Deposits Bid Income 1,727.88 3,085:50 1,234.20 123:42 8,171.00 05.09.13 Deposits Bid Income 3,410.82 6,090.75 2,436.30 243.63 12,181.50 06.18.13 Deposits Bid Income 846,44 1,511.50 804.60 80.46 3,023.00 Subtotal 23,329.46 41,658,75 18,883.90 1,668.39 83,319.50 10.10.12 3176 Petaluma Minuteman Press -174.57 10.24.12 3184 Petaluma Post Trick or Treat trail -188.00 10.26.12 credit card Grocery Outlet -2.28 . 10.26.12 credit card Oriental Trading -30.97 10.28.12 credit card Backpage -1.00 11.1.12 3198 North Bay Bohemian Trick or Treat tray -100.00. 11.08.12 deposit Trick or Treat trail 40.00' 11.14.12 3207 Lisa IWeshock Harvest Days -300.00 11.14.12 3208 North Bay Bohemian Trick or Treat trail -256.00 11.14.12 3209 Petaluma Post Holiday Open House -198.00 11.14.12 3212 Wine Country Radio Harvest Days -500.00 11.19.12 Reimbursed Facebook Ad Harvest Days -20,00 11,28,12 3216 Arden Kwan -150.00 11.28.12 3217 Paula Moors Holiday Open House -200.00 11.28.12 3218 North Bay Bohemian Holiday Open House -300.75 11.28.12 3219 Northbay Biz Holiday Open House -280.00 11.2812 3220 Pacific Display Inc Holiday Decor -4,700.00 11.28.12 3222 Patrick Prather Holiday -550.00. 11.30.12 deposit Halloween Trick or treat 140.00 11.30.12 deposit Holiday lignts reimb 996.00. 11.30.12 deposit Relmb holiday lights,ads 1,388.00 11.28.12 credit card Fotolia holiday open house -13.00 11.28.12 credit card Petaluma Mail Depot holiday open house -75.80 11.28.12 credit card Backpage holiday open horyse -2.90 11:28.12 credit card Grocery Outlet Trick or Treat trail -17.58 11.28.12 credit card Petaluma Mail Depot Open house flyers -270.00 11.28,12 credit card Craigs Party Store Trick or Treat trail •116.72 12,06.12 3230 All Signs Holiday Open house -78.12 12,06.12 3233 North Bay Bohemian Holiday Open house -232.00 12.06.12 3237 Press Democrat Harvest Days -1,609.83 12.06.12 deposit Holiday Radio ad reimb 20.00 12.06.12 deposit Holiday Radio ad reimb 250.00 12.08.12 deposit Holiday Radioed reimb 110,00 12.06.12 deposit Holiday Radio ad reimb 250.00 12.06.12 deposit Holiday Radio ad reimb 20.00 12.1112 3241 Marin Independent Jml Holiday Open house -800.00 1117.12 deposit Trick or Treat trail 40.00 121712 deposit Holiday Gift Guide 555.00 12.19.12 3249 Press Democrat Holiday Open house -900,01 12.19.12 3249 Press Democrat Holiday Open house -24,45 12.27.12 Credit card Petaluma Mat Depot Holiday Open house -75.80 1.16.13 Credit card Orman Leco Xmas Lights -1,571.29 1.18.13 Credit card Press Democrat Holiday gift -975.01 1.18.13 3271 Wine Country Radio Holiday Open house -580.00 1.16.13 3271 Wine Country Radio Holiday Open house -800.00 1.16.13 3271 Wine Country Radio Holiday Open house -880.00 1.16.13 3271 Wine Country Radio Holiday Open house -600.00 1.25.13 deposit Holiday Open house Reimbursed Ads 964.00 1.25.13 deposit Holiday Open house Reimbursed Ads 334.00 1.28.13 3282 City of Petaluma Harvest Days -28.00 1.28.13 3282 City of Petaluma Sidewalk walk sales -28.00 2,14.13 deposit Holiday Gift Guide Reimbursed Ads 232.00 2.14.13 deposit Holiday Radio Reimbursed Ads 50.00 02.20.13 3297 Bicycle 801 Boards Billboard advertising -205.00 12.08.12 credit card Craigs Party Store Open house -53.75 12.08.12 credit card Starbucks -11.15 12.08,12 credit card Rex Hardware Open house -11.33 11.19.12 Reimbursed Facebook Ad Sidewalk sale ad -9:89 10.24.12 3186 Ramfire Building Mince Sidewalk cleaning -9,060.00 7.17.12 3072 First Alarm Security,Inc Security Services -303.00 8.1.12 3124 First Alann Security,Inc Security Services -303.00 11 8.29.12 3154 First Alarm Security,Inc. Security Services -303.00 9.26.12 3191 First Alarm Security,Inc Security Services -303.00 11.1.12 3215 First Alarm Security,Inc Security Services -303.00 11.28.12 3245 First Alarm Security,Inc Security,Services• •303.00 1:2.13 3252 First Alarm Security,Inc Security Services -303.00 1.23.13 3274 First Alarm Security,Inc Security.Services -303.00 3.1.13 3303 First Alarm Security,Inc Security Services -303.00 4.3.13 3336 First Alarm Security,.lnc SecurityServices. -303'.00 5.8.13 3377 First Alarm Security,Inc Security,Services -303.00 6.6.13 3425 First Alarm Security,Inc Security SeMdes! -303.00 6.30.13 3457 First Alarm Security,Inc Security Services -303.00 7.3.12 3034 AT&T Camera Security -108.70 7.17.12 3069 AT&T Capital Services Inc Camera Security -2.731.09 8.1.12 3098 AT&T Camera Security -98.73 8.8.12 3109 AT&T Capital Services Inc Camera Security -1,799.13 8.29:12 3122 AT&T Camera Security -99.27 9.13.12 3138 AT&T Capital Services Inc Camera Security -1,792.33 10.04.12 3161 AT&T Camera Security -105.87 10.10.12 3172 AT&T Capital Services Inc Camera Security -1,792.33 11.1.12 3189 AT&T Camera Security -101.75 11.14.12 3205 AT&T Capital.Services Inc Camera Security -1,792.33 12.6.12 3231 AT&T Camera Security -101.69 12.13.12 3240 AT&T Capital Services Inc Camera Security -1,792.33 1.2.13 3250 AT&T Camera Security -101.67 1.16.13 3267 AT&T Capital Services Inc Camera Security -1,792.33 2.1:13 3280 AT&T Camera Security -111.77 2.13.13 3293 AT&T Capital Services Inc Camera Security -1,782.33 3.8.13 3313 AT&T Camera Security -123.85 3.20.13 3323 AT&T Capital Services Inc Camera Security -1,792.33 4.3.13 3335 AT&T Camera Security -119.16 4.11.13 3348 AT&T Capital Services Inc Camera Security -1,792.33 5.15.13 3400 AT&T Capital Services Inc Camera Security -1,792.33 5.29.13 3414 Fowler Electric Repair of cameras -359.20 6.6.13 3423 AT&T Camera Security -119.14 6.12.13 3431 AT&T Capital Services Inc Camera Security -1,792.33 6.30.13 3454 AT&T Camera Security -119.14 5.1':13 3372 Muniservices Bid Processing -253.00 7.1.12-6.30.13 Bid Share of admin costs Webslte -68:59 7.1.12.8.30.13 Bid Share of admin casts Wages -1,276.88 7,1.1 26.30.13 Bid Share of admin costs Utilities -25.36 7.1.124.30.13 Bid Share of adman costs Telephones -93.79 7.1.124.30.13 Bid Share of admin costs Rent -12.00 7.1.128.30.13 Bid Share of adman costs Public Relations. -36.88 7.1.12-6.30.13 Bid Share of admin costs Professional Fees -149.65 7.1.12-6.30.13 Bid Share of admin costs Office Supplies&Postage -149.87 7.1.128.30,13 Bld Share of admin costs Payroll tax Expense' -115.22 7.1.12-6.30.13 Bid Share of admin costs License and Tax -5.97 7.1.128.30.13 Bid Share of admin costs Insurance -368.24 7.1.124.30.13 Bid Share of admin costs Employee Benefits -288.29 7.1.12-6.30.13 Bid Share of admin costs Dues&SubscriptIons -28.64 Total BID expenses -11,986:39 -28,082.66 -9,060.00 -2,804.77 -51,913.82 6.30.12 Ending balance BID 15,580.33 -3,923.55 20,895.74 -1,138.38 31414.14 12 Eyl, ECT,g7 DATE J ATTACHMENT 3 W O i NM a EXHIBIT 1 TO RESOLUTION DEC 7��n'� f 1 ORDINANCE NO. 2104 N,C.S. 2 3 4 5 Introduced by Councilmember Seconded by Councilmember 6 7 Matt Maguire Pamela Torliatt 8 9 10 II .12 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PETALUMA, 13 CALIFORNIA, ADDING CHAPTER 6.04 TO THE PETALUMA MUNICIPAL CODE 14 ESTABLISHING TILE DOWNTOWN PETALUMA 15 BUSINESS IMPROVEMENT DISTRICT 16 17 RECITALS: 18 19 WHEREAS, on September 18, 2000, 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 fot the public purposes 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 36500) of Division 18 of the California Streets 26 and Highways Code(the "Act"); and, 27 28 WHEREAS, 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 16, 2000, at 7:00 PM, at City 30 Hall, I 1 English Street, Petaluma, California; and, 31 32 WHEREAS, 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 13 I WHEREAS, protests in writing from businesses in the proposed District paying'50%a or more of 2 the proposed assessment have not been received; and, 3 4 WHEREAS, this City Council has now determined to establish the proposed District as a 5 Parking and Business Improvement Area, to provide for the imposition of a benefit assessment 6 and to adopt an ordinance to such effect; and, 7 8 WHEREAS, in the opinion of this City Council, the businesses within the District will be • 9 benefited by the expenditure of the finds raised by the assessments levied hereby in the manner 10 prescribed herein; and, 11 12 WHEREAS, this City Council may, for each of the purposes set forth in Sectiom36510 & 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 WHEREAS, all provisions of the Act applicable to the establishment, modification, or 18 disestablishment of a District shall apply to the establishment, modification, or disestablishment 19 of benefit zones pursuant to the Act, and the establishment or the modification 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 disestablishment of a District; and, 23 24 WHEREAS, upon the request of the District Board of Directors, this City Council shall 25 commence the proceedings required by law to amend the boundaries, assessments or charges 26 established pursuant to this Ordinance subject to approval of the Board of Directors of the 27 District as expressly provided for herein; said modifications being made pursuant to' the 28 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 physical improvements in the District; and, 31 Ord. 2104 NCS Page 2 14 1 WHEREAS, adjustments may be made in the assessments or charges to businesses in the 2 District, or in the uses to which the revenue shall be put, as•specified in this Ordinance and 3 subject to Board approval, provided such changes are made by a supplemental Ordinance 4 adopted after a hearing before the City Council; and, 5 6 WHEREAS, for purposes of the assessments. or charges to be imposed pursuant to this 7 Ordinance, this City Council may make a reasonable classification of businesses, giving 8 consideration to various factors, including general benefit to businesses and the degree of benefit 9 received from District programs; and, 10 11 WHEREAS, the assessments or charges levied on businesses pursuant to this Ordinance shall, to 12 the maximum extent feasible, be levied on the basis of the estimated benefit to the businesses 13 within the District. 14 15 NOW, THEREFORE, THE CITY COUNCIL OF THE CTFY OF PETALUMA DOES 16 ORDAIN AS FOLLOWS: 17 18 Section I. Resolution of Intention, Public Hearing and Findings. The Recitals hereof, which set 19 forth"facts regarding the adoption of Council Resolutions, the conduct of public hearings and 20. certain findings of the City Council, are true and correct and incorporated herein by reference. 21 22 Section 2. CI-IAPTER 6.04 is hereby added to the Petaluma Municipal Code, providing as 23 follows: 24 25 CHAPTER 6.04 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT. 26 27 6,04.010 Definitions. 28 In order to distinguish between District businesses and for the purpose of calculating and 29 applying the amount of assessments owed, the following definitions shall apply: 30 31 Ord. 2104 NCS Page 3 15 1 A. Retail Businesses: "Retail Businesses" include all businesses not covered by other 2 definitions set out in this section, at least fifty percent (50%) of whose gross income is 3 derived from "retail sales" as that term is defined under the California Sales and Use Tax 4 Law. The fact that a substantial part of its business consists of sales other than retail sales 5 does not exclude said business from this classification so long as such other business 6 component does not account for more than fifty percent (50%) of said business' gross 7 income; 8 9 B. Restaurants: "Restaurant" businesses include cafes, eating establishments, sandwich 10 shops, dinner houses, restaurants and fast food services and other similar businesses; 11 12 C. Antique Collectives: "Antique Collectives" includes such businesses and business 13 locations that represent multiple dealers of antique merchandise within one location. 14 15 D. Service: "Service" businesses include businesses that combine retail and product services. 16 Examples are appliance stores, most automotive-oriented businesses, repair shops, 17 repairing and servicing businesses and service stations. Other businesses of a general 18 service-type nature such as general office, news and advertising media, printers, renting 19 and leasing businesses, utilities, vending machine businesses, household finance 20. companies, entertainment businesses and other similar businesses not otherwise included 21 in categories a, b, c, e, f, or g are included in this section; 22' 23 E. Lodging: "Lodging" businesses include inns, hotels, motels, RV Parks and other similar 24 businesses; 25 26 F. Professional: "Professional" includes attorneys, architects, accountants, engineers, 27 surveyors, physicians, dentists, optometrists, chiropractors and others in a medical / 28 health service field, consultants, real estate brokers, financial advisors, laboratories 29 (including dental and optical), hearing aid services, artists, photographers and designers. 30 31 Ord. 2104 NCS Page 4 is 1 G. Financial: Banks, savings.&;loans, creditunions, etc.. 2 3 H. Calendar Year: "Calendar Year" means January 1st to and including December 31st of 4 the same year. 5 .... ..... ... . ......... .... .. . .. ...... ... . ..... .. ....... . .. 6 I. 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 Establishment of Boundaries. 10 A Parking and Business Improvement District is hereby established:pursuant to the Parking and 11 Business Improvement 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 Establishment of District Board of Directors. 18 There shall be a Board of Directors ("Board") of the District to administer the affairs of the 19 District. 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 Board of Directors at their discretion. All voting'within the District regarding election of 23 Board Members 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 payment of their District assessment(s) to participate in such votes. 26 27 6.04.040 Establishment of Benefit Assessment. 28 All businesses, trades, and professions located within the District boundaries, shown on the 29 Exhibit "A" referenced in Section 6.04.030, shall, commencing January 1, 2001, pay an annual 30 benefit assessment to.the District in an amount adopted by Resolution of the City.Council of the 31 City of Petaluma. • Ord. 2104 NCS Page 5 17 1 6.04.050 Purpose and Use 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, construction; installation, or maintenance of any tangible property with 6 an estimated useful life of years or more including, but not limited to, the following 7 improvements: 8 1 Benches; 9 2 Trash receptacles; 10 3 Decorations; 11 4 Facade improvements; 12 5 Permanent.landscaping 13 14 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 within the 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 not limited to commercial shopping and promotional programs. 20 21 6.04.060 Exclusions From 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 organization as defined by Section 501 (C) (3) 24 or(C) (6) of the Internal Revenue Service Code located within the District. 25 26 6:04.070 New Business Assessment Waiver. 27 Any new business established within the District shall not-be required to pay an assessment for 28 the Billing 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 notapply to 30 an existing .business that has changed ownership or location within the District. City agrees to 31 supply the District with timely information regarding new businesses initiated within the District. Ord. 2104 NCS Page 6 18 1 6.04.080 Collection of Downtown Benefit.Assessment. 2 The benefit assessment authorized by this Ordinance for- Downtown Petaluma businesses 3 (Section 5.0 hereof), shall be billed and collected,each Calendar Year The BID Advisory Board 4 may, 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 8 District shall not be modified as a result of the contribution, nor shall said contributing business 9 be considered a member of;the District for voting or other purposes. However, 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 for 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 with said Fiscal Year's 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 grounds to eliminate or 25 modify said expenditure from the District's proposed budget pursuant to the written protest. 26 27 6.40,110 Decisions Regarding Expenditure of Funds. 28 As,provided for within the guidelines of SB 1424, decisions of the District Board of Directors 29 regarding-expenditure of all funds generated under this program shall be final. 30 31 Ord. 2104 NCS Page 7 19 1 6.40.120 District Proceeds,Do Not OffsetCityServices. 2 City specifically finds and declares that the funds derived from the District shall not be used to 3 offset•or diminish current maintenance, capital improvement programs, including but not limited 4 to, public property and sidewalk cleaning, street cleaning and maintenance, tree maintenance, 5 restroom cleaning and maintenance. The City is not bound or obligated to any specific amount 6 of funding to the District, 7 8 6.40.130 Disestablishmentof the District 9 Proceeding to disestablish the District shall be initiated by the City Council following the 10 presentation of"a petition to thetity Council signed by business"owners paying 50% or more of 11 the assessments levied in the,District. Proceedings to disestablish the.District shall follow the 12 procedures set forth in GC Section 36550. The City Council shall disestablish the District if 13 following the public hearing prescribed in Section 36550 (b), written protests are not withdrawn 14 as to reduce the protests below the 50% level. In the event of disestablishment of the District, 15 remaining revenues of the District shall be refunded to paying business owners in a pro-rata 16 manner calculated in the same manner as was used to, establish the most recent assessments 17 applied in the District. 18 19 Section 3. If any section, subsection, sentence, clause or phrase of this ordinance is, for any 20 reason, held to be invalid or .unconstitutional, such invalidity or unconstitutionality shall not 21 affect 'the validity or constitutionality of the remaining portions of this ordinance, it being 22 expressly declared that this ordinance and each section, subsection, clause and phrase hereof 23 would have been prepared, proposed, adopted, approved and ratified irrespective of the fact that 24 any one or more other sections, subsections,sentences, clauses, or phrases be declared invalid or 25 unconstitutional. 26 27 Section 4. The ordinance shall take effect upon the thirty-first (31st) day after passage. 28 29 Ord. 2104 NCS Page 8 20 I INTRODUCED and ordered Eosted/Published this 16th day of October 2000. ADOPTED this 2 20th day ofNovember;2000,by the'follovringwote: 3 4 AYES: Healy,Keller, Cader-Thompson, Hamilton, Maguire, Vice Mayor Torliatt, Mayor 5 Thompson 6 7 NOES: None 8 9 ABSENT:None 10 11 ABSTAIN: None 12 13 14 Mayor 15 16 ATTEST: APPROVED-A: ,TO-ksRM: 17 19 CitkCler( City Attorm; Ord. 2104 NCS Page 9 21 • Y `I;_XHIBIT A TOORDINANCE 2104 N.C.S. ( t�. ��/ {�lf f/� •��' f Y�<v IFt' r��( -S -�-�rr y —�r, `- ',ra ^Z(i. a f j 1 y9 r /�j-x :V—s H rt�, C 7\f � : / vr,'•'; ) c,),5%',,‘ Y' wSYtt-t`(`'1` ! nc (. ,�Tly c�k,-%;,-4,8.1 ..1 j`nQ,yi/' f '• /,U/ '/i iiJ' � �R I�ntwn ^�'il r SS; J ��f ,s;r 7'.,7p.1:2-, 7.;>_';'..‘„;,.‘,,,l rQ' h-r off S Y, r , - ' Nr. � \y' � Y� ,11 , c.: j ,,,, 7U�a-to" cr ` :.....,•j {> � '::. F l r'yy. ' r .1 %,, 1� ��IL�� L11 kz `r�, l/r J /�.�rr/'�/!r 'Cyr �V43G.1� 1 ,!`.Sr tit�:r ' ` iI ISJ I L-+II i L r.l,,. ,..h r� lyi0,-r! Ar {,�r 1.y1• Y\?'..,. " y'f1.1, rri+.'c,. kba y II s•-I < —Ti wT! ! h �r�y�1A yr n �� '3;>" .. 4m 1 :2.i 2. 54.11/4/re.� lrf r v � iL•`(v� a , .0i/ r (\El>✓ � � . i-7 , / n '� j\, 2:41.4-4;27:*':',`.J�/ 4. r•3i}+,•rte /..--r: 1t rr " _// Ih •-0. '!;> . v '�Ul rr:J'> ,2;ri'r?.\-. clk&e C'4-p;"�y?+l /N,ryj -7r�r1] W. i1r NJ, Y l &c $i *-' 4S2 &wIp,, ,.�A n s4„:-f cc l�J� '4" , y.. Tir L'..z74 w� 7 : Is Irk \. rs-rTCyn �\ { �r q � `.rY he y7{ 'b 1 'l.af''�J^ Silk r�C ,,r��: 1 4 Esc r'S r, �> Fr 71 < ni e'q '''Z,.. itr Y��^�yr •Ft,?< 4'J3'7 U .;v R Y-a `+Y,. •`y7•'x * i ' !4 ? !',,I'\p.lyR.,�ry� '•: ,\•a •:,��lT 'r 1 -ri t 11I1, (�//,�!/ ✓4 ,t,. �%� \� —Y �7is J �y , �('yr/� . l 1�c ` ,, � ),.‘,6+:‘..:-../ L'� if Y;•4'GY. 1• 1 J� ( 't l et:r..',./. `/// JiH • -h l� x x > . ' {CY rr gl ` ?C / ♦ /r ,r /,. L pti 1- �.o-' • f- �i. \p ay k✓ r I :' I 1 r r`il 1.� iti p 't r r IR Y \l��y r rJJ + f ` S�G , " / , ',/ � ,n1 ') - \r J�- I 5 . ; \F... I4\ i iT= 7 t _ 1 {_ TJ e,I I H� k. i _ sw "iT r r .s rr. 'f `G . :1_j i (r Lr) LL` rr: t(S 1 R' ❑.� I C y to 1 J M r, .S m I en ,i "T rift 1 . � �. / '�r i M U� 0 ' 'IQ R Ii. a ik--.� o O. O D +M1/ : n u-y u .a f'IL I C 11 lam'" I s n ti C Isl Ir- u' M .y O ` Fb : z ❑ 1rr iLi i n a_ ❑ K II . L 22 PETAL UM sp,-1, DOWNTOWN ATTACHMENT 4 '""` '), :`-'t ASS:OCIATION 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 2, 2013 The Honorable Mayor David Glass&Petaluma City Council Members Petaluma Downtown Business Improvement District- Financial Impacts: Over the past thirteen fiscal years, the:BID has received the following:from assessments: 2001 $27,633 2008 $54,644 2002 $37,202 2009 $49,932 ($9,500 went to collections) 2003 $23,862 2010 $55,757 Includes collections from previous yr ($18,282 in collections) 2004 $53,300 2011 $55,994. ($7,070 went to collections) 2005 $51,379 2012 $45,1.76 net revenue as of 10/29/2012 ($19,992 in receivables) 2006 $54,054 2013 $45;505 thru October 2013 2007 $56,960 This is the 2nd year of Muni Services providing;ihe billing of the BID at the request of the city. Overall collection of.the BID is down from 2011 with a large amount stiff outstanding and past due bills that are in line to go to collection. Please bear in mind also that we are paying an admin charge for'the processing of the invoicing- PDA are in discussions with.Muni aboutthe collection process, database corrections and preparations for collection process. The BID was able to cover some.of•the key areas in keeping the downtown vibrant, cleaner and safer during 2013.Through sidewalk cleaning is.necessary to remove the build—up of gum'and tree sap. We will continue to break the contract down the,contract to incorporate some intermittent cleanings: Holiday banners and wreaths provide,for a festive atmosphere. Security cameras and basic nightly security:patrols increase our safety downtown. Marketing and events are crucial to raising the profile'of the downtown retail center throughout the year. It is vital:that the supplemental information should accompany all bills'sent outwhether It the first or 2^4 billing to give clarity. The BID bill will have four attachments, a cover letter; exhibit A, a imap of the BID area and a information update form to help us,keep up with changes of address etc. The BID budget is allocated as follows: 50% Security $32,500 28% Marketing $18200 20% Beautification $13;000 2%! Administration $ 1,300 TOTAL: $65,000 Attached you will find a accounting'.of,all BID expenditure from 2001 thru 2013, proposed BID expenditure for 2014, example bill with four supporting pages of explanatory information and guidelines for the finance department. Yo cerely Marie cC ker Executi.e Director HistoriNDepotBuilding • 210 Lakeville Hwy,Petaluma CA 94952 • www.PetalumaDowntown.com Ph: (707)'76219348 • Fax(707)283-0528 • Email: Into @PetalumaDowntown.com 23 BID 2014 Proposed Projects Projected Revenue Total Possible $ 65,000 I projected from total district data Expected $ 55,000 I assuming 85%collections Proposed Projects Expected Possible Notes Security 50°4 $26,000 .$ 24,700.00 Security Patrol $ 5;000 on-going expense for nightly private security patrols Cameras $ 21,000 Security cameras Marketing 28% $ 15;400.00 $ 18;200.00 Destination Petaluma $ 10,000 (Destination marketing,,radio, TV etc General I $. 5,400 I Ivarious;Marketing Corni iittee,projects Beautification 20% I $ 12;500.00 $ 20,800.00 I Holiday Decorations $ 5;000 IXmas;banners'up and down,storage&cleaning Sidewalk'Steam Cleaning $ 7,000. I (Semi-Annual steam cleaning Intermittent street cleaning Paint supplies for Graffiti $ 500 clean up supplies for graffiti ed Administiation 2% $ 1,100.00 $ 1,300.00 Total .,$:55,000.00 $65;000.00 24 PETALUMA DOWNTOWN-ASSOC' BID ANALYSIS-START TO 06/30/13 MARKETING SECURITY. BEAUTIFICATION ADMINISTRATIVE TOTAL '32% 32% "16% 20% 100% BEGINNING BALANCE 0 0 0 0 0 RECEIVED 07/00-06/01 6,340.16 6,340.16 3,170.08 3,962.60 19,813.00 EXPENSES 07/00-06/01 -555.00 -280.00 -835.00 BALANCE 07/00-06/01 6,340.16 5,765.16 3,170.08 3,682.60 18,976.00 - 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 07/01-06/02 -9,475.00 1,985.37 4,449.28 -74.00 -3,114.35 RECEIVED 07/02-06/03 12,495:13 11,928.80 5,964.40 7,455.51 37,843.84 EXPENSES 07/02-06/03 -22,776.07 -15,061.00 -104.00 -11,127.56 -49,068:63 BALANCE 07/02-06/03 49,755:94 -1,146.83 10;309:68 -3,746.05 -14,339.14 RECEIVED 07/03-06/04 8;216.96 8,216.96 4,108.48 5,135.60 25,678.00 EXPENSES 07/03-06/04 -5'163 -12,050.25 0.00 -11,892.61 -29,106.57 BALANCE 07/03-06/04 -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 07/04-06/05 -12,477:54 -8,000.00 -9,378'.00 -6,773.14 -36,628.68 BALANCE 07/04-06/05 852.67 17,052.78 20;056:64 1,494.36 39,456.45 RECEIVED 07/05-06/06 15750:34 15750.34 7875:17 9843.98 49,219.83 EXPENSES.07/05-06/06 7;206:04 -15,540.00 -14,213:08 -11,338.34 -48,297.46 BALANCE97105-06/06 9,396:97 17;263.12 13,71833 0.00 40,378.82 RECEIVED 07/06-06/07 20;393.23 20,393.23 10,196:61 12;745.76 63,728.83 EXPENSED07/06-06107 -12;696.09 -13,090.00 -18,175.02 -9;708.04 -53,669.15 BALANCE 07/06-06/07 17;094.11 24,566.35 5,740:32 3;03732 50,438.50 RECEIVED 07/07-06/08 17;503.04 17,503.04 8751.52 10,939:76 54,697.36 EXPENSED 07/07.06/08 -10,644.00 -18;264.00 -8,650.00 -10,135:80 -47,693.80 BALANCE-07/07.06/08 23,953.15 23,805.39 5,841:84 3,841.68 57,442.06 RECEIVED'07/08-06/09 14,254.09 14,254.09 7;127.05 8,908.47 44,543.70 EXPENSED 07/08-06/09 -21,012.12 -21,411.26 0.00 -14,934.11 -57,357.49 25 BALANCE 07/08-06/09 17,19512 16,648.22 12,968.89 -2183:96 44,628.27 CHANGE IN PERCENTAGE: 30% 40% 20% 10% 100% RECEIVED 07/09-06/10 15,191.05 20,254:73 10;127:37 5:063.68 50,636.83 EXPENSED 07/09-06/10 -16,912:30 -27:194.59 -17,445.00 -2,63425 -64,186.74 BALANCE 07/09-06/10 15;473.87 9,708.36 5,651.26 24427 31,078.36 CHANGE IN PERCENTAGE: 28% 50% 20% 2% 100% RECEIVED 07/10-06/11 14798100 26425.00 10;570.00 1,057.00 52,850.00 EXPENSED 07/10-06/11 -15,700:74 -28,764A5 -529.42 -2,937.36 47,931.97 BALANCE 07/10-06/11 14,571.13 7,368.91 15,69124 -1,635.49 35,996.39 RECEIVED 07/11-06/12 1400.00 2,500.00 1,000.00 100.00 5,000.00 EXPENSED 07/11-06/12 -11;5837.87 -27,390.45 -3,400:00 -2,418.14 -44792.46 BALANCE 07/11-06/12 4;387.26 -17,521.54 13,29124 -3,953.63 -3,756.07 RECEIVED 07/12-06/13 23;329,46 41,660.00 16,663:90 1,666:39 83,319.75 EXPENSED 07/12-06/13 -11,986.39 -28,062.66 -9,060.00 -2,804.77 -51,913.82 BALANCE 07/12-06/13 15,730:33 -3,924.20 20;895:74 5,092:01 27,609.86 26 Petaluma Downtown Association Bid Funds Received and expenditures For Fiscal Year Ending June 30,2013 BID Percentages 28% 50% 20% 2% TOTAL Date Transaction To/From Description Marketing Security Beautification Admin 07.01 12 Beginning Balance 4,387.26 -17,521.54 13,291.84 -3,953.63 -3,796.07 07.30.12 Deposits Bid income' 9,653.00 17{,237.50 6,895.00 689.50 34,475.00 08.17.12 Deposits Bld income 790.44 1,411.50 564.60 56.46 2,823.00 10.05.12 Deposits 1310 Income 858.78 1,533.50 '613.40 61.34 3,067.00 11.08.12 Deposits Bid Income 1,102.08 1;988.00 787.20 78.72 3,938.00 12.17.12 Deposits Bid Income 346.08 ,618.00 ,247.20 24.72 1,236.00 1.25:13 Deposits Bid Income. 83.00 112.50 45.00 4.50 225.00 2.11.13 Deposits Bid Income, 1,689.08 2,980.50 1,192.20 119.22 5,961.00 03.12.13 Deposits Bid Income 2,881.88 '5.110.50 2,044.20 204.42 10,221.00 04.18.13 Deposits Bid Income 1727.88 3085.50 1,234:20 12342 6,171.00 0609.13 Deposits Bid Income 3,410.82 8,090.75 2,436.30 243.63 12,181.50 06.18:13 Deposits Bid Income 846.44 1,511.75 604.80 6046 302125 Subtotal 23,329.46 41,660.00 16,883.90 1,886.39 83,319.75 10.10.12 3176 Petaluma Minuteman Press -174.57 10.24.12 3184 Petaluma Post Trlck'or Treat trail -198.00 10.26.12 credit card Grocery Outlet -2.211 '10.28.12 credit card Oriental Trading -30.97 10.26.12 credit card.' Backpage. -1.00 11.1.12 3198 North Bay Bohemian Trick or Treat trail -100.00 11.08.12 deposit Trick or. Treat Vail 40.00 11.14.12 3207 Lisa Kdeshock Harvest Days -300.00 11.14.12 3208 Norh:Bay Bohemian Trick or Treat trail -258.00 11.14.12 3209 Petaluma Post Holiday Open House -198.00 11.14.12 3212 Wine Country Radio Harvest Days --500.00 11.19.12 Reimbursed Facebook Ad Harvest Days -20.00 11.28.12 3210 Arden Kwan -150.00 11.28.12 3217 Paula Moors :Holiday Open House -200.00 11.28.12 3218 North Bay Bohemian Holiday Open House -300:75 11.28.12 3219 Northbay.Biz Holiday Open House. -200.00 1128.12 3220 Pacific Display Inc. Holiday Decor -4,700.00 11.20.12 3222 Patrick Prather Holiday -550.00 11.30.12 deposit Halloween Trick or treat 140,00 11.30.12 deposit Holiday llgnts reimb 99800 11.30.12 deposit 'Reimb holiday lights,ads 1;388.00 11.28.12 credit card Fotolia holiday open house -13.00 11.28.12 credit card Petaluma Mall Depot holiday open house -75.60 11.28.12 credit card Backpage holiday,open house -2.90 11.28.12 credit card Grocery Outlet' Trick or,Treal trail -17.56 11.28:12 credit card Petaluma Mae Depot Open house flyers -270.00 11.26.12 credit card Craigs Party Store Trick or Treat trail -118:72 12.06.12 3230 All Signs .Holiday Open house -78.12 12.06.12 3233 North Bay Bohemian Holiday Open house -232.00 12.06.12 3237 Press Democrat! Harvest Days -1,809.83 12.06.12 deposit 'Holiday Radio ad reimb 20.00 12.06.12 deposit Holiday,Radio ad relmb 250.00 12.08.12 deposit Holiday Radio ad reimb 110.00 12.08.12 deposit Holiday Radio ad reimb 250.00 12.06,12 deposit •Holiday Radio ad reimb 20.00 12.13.12 3241 Mann Independent Jml 'Holiday Open house -600.00 12.17.12 deposit Trick or.Treat trail .40.00 12117,12 deposit ,Holiday Gift Guide • 565.00 12.19.12 3249 Press Democrat Holiday Open house -900.01 12.19.12 3249 Press Democrat: Holiday Open house -24.45 12.27.12 Credit card Petaluma Mail Depot Holiday Open house -75:60 1.16.13 Credit card Orman tern Xmas Lights -1,571.29 1.16.13 Credit-card Press Democrat Holiday gib 975:01 1.16.13 3271 Wine Country"Radio Holiday Open house. -560.00 118.13 3271 Wine Country Redid Holiday Open house. -600:00 1.16:13 3271 Wine Country Radio Holiday Open house -680.00 1.16.13 3271 Wine Country Radio 'Holiday Open house -800.00 1.25.13 deposit. Holiday Open house Reimbursed Ads. 964100 1.25,13 deposit Holiday,Open house Reimbursed Ads 334.00 1.28.13 3282;,City of Petaluma Harvest Days -26.00 1.28.13 3282 City of Petaluma Sidewalk walk sales -28.00 214:13 deposit Holiday Gift Guide Reimbursed Ads 6.20:12 3154 First Alarm Security,Inc. SecuntyServices -303.00 .9.26.12 3191 FirstAlarm Security,Inc, Security:Services -303.00 11.1.12 3215 First Alarm Security,Inc, Secunly Services -303.00 11.28:12 3245 First Alarm Security,Inc, Security.Services =303.00 1.2.13 3252 First Alarm Security,Inc' Security Services .•303. 00 1.23.13 3274 FirstAlarm Security„Inc SecurityyServices 303.00 3.1.13 3303 First Alarm Securty,.Inc Security Services :-303.00 4:3.13 3336 First Alarm Seamy,Inc Security:Services -303.00 5:8.13 3377 First Alarm Security,Inc :Secudty,Services 303.00 6.5.13 3425 First Alarm Security,',Inc Security ServICee -303.00 630.13 3457 First Alarm Security,Inc Security Services -303.00 72.12 3034.AT&T Camera Security -108.70 7.17.12 3089 AT&T Capital Services Inc Carries Security -2,731.09 8.1.12 3098 AT&T Camera Security -98.73 8.8.12. 3109.AT&T Capital Services Inc Camera Security -1,799.13 8.29.12 3122 AT&T CameraSecurit9 -99.27 9.13.12 3138 AT&T Capital Services Inc Camera Security -1,782.33 10.04.12 3181 AT&T CameraSecurity -105.87 10.10.12 3172 AT&T Capital Services Inc Camera Security -1,792.33• 11.1.12 3189 AT&T Ceinera Secudy -101.75 11.14.12 3205 AT&T Capital Services Inc Camera Security -1;792.33 12.6.12 3231.AT&T Camera Security -101.89 12.13.12 3240 AT&T Capital Services Inc Camera Security -1,792.33. 1.2.13 3250 AT&T Camera Security -101..87 • 1.16.13 3287 AT&T Capital Services Inc Camera Securiy •1,792.33 2.1.13 3280 AT&T Camera Security -111.77 2.13.13 3293 AT&T Capital Services Inc Camera Security -1,792.33 3.8.13 3313 AT&T Camera Security -123.85 3.20.13 3323 AT&T Capital Se rvices Inc Camera Security •.1.792.33 4.3.13 3335 AT&T Camera Security -119.18 4.11.13 3348 AT&T Capital Services Inc Camera Security -1,792.33 5.15.13 3400 AT&T-Capital Services Inc Camera Security -1,792.33 5.29.13 3414 Fowler Electric Repair of cameras -359.20 6.6.13 3423.AT&T Camera Security -119.14 6.12.13 3431 AT&T Capital Services Inc Camera Security 1.792.33 8.30.13 3454 AT&T Camera Security -119.14 5.1.13 3372 Muniservlces Bid Processing -253.00 7.1.12-8.30.13 Bid Share of admin costs Website -88.59 7.1.12-6.30.13 Bid Share of admin Costs Wages -1,276.86 7.1.12-8.30.13 Bid Share of admin costs Utilities -25.38 7.1.12.8.30.13 Bid Share of admin costs Telephones -93.79 7.1.12-6.30.13 Bid Share of admin costs Rent -12.00 7.1.12-6.30.13 Bid Share of admin costs 'Public Relations. -36.88 7.1.12-6.30.13 Bid Share of admin costs'. Professional Fees -149.65 7.1.12-6.30.13 Bid Share of admin costs Office Supplies&Postage -149.87 7.1.124.30.13 Bid Share of admin costs Payroll tax Expense -115.22 7.1.1243.30.13 Bid Share of admin costs License and Tax -5.97 7.1.126.30.13 Bid Share of arilmln costs Insurance -3892 7.1.126.30.13 Bid Share of admin costs Employee Benefits -288.28 7.7.126.30:13 Bid Share of admincosts Dues&Subscriptions 48.84 Total BID expenses -11,986.39 -28',082.86 -9,050.00 -2,804.77 -51,913.82 8.30.12. Ending balance BID 15,730.33 -3,924.20 20,895.74 -5,092.01 27,609.86 28 City ntow Petaluma, sines �ALr\ Downtown Business ImprovementDisttict:(BID) ,�"f', q* MuniServices -.LLC -as administering agent ;�W.41.14;) 9 438 EShaw Avenue Box 367 Fresno, CA 93710 `- S Ig5g . 4MUNISERVICES Business Name DRAFT ATTACHMENT 5 DBA City, State,Zip Add ressl Addressl MuniServices Account#: Dear Business Owner/TaxManager: **2014 CITY OF PETALUMA DOWNTOWN BUSINESS IMPROVEMENT DISTRICT (BID)** The City of Petaluma City Council partners with MuniServices, LLC for assistance in the collection of its Downtown Business Improvement District (BID) fees, This mailing is to transmit the 2014 Downtown Business Improvement District fees invoice that is due on or before March 31, 2014 and becomes delinquent.on April 1, 2014. This invoice is based and isto be'calculated on your zone location,.type of business and number of employees To verify your calculation, the City of Petaluma uses data from the State Employment.Development(EDD) regarding the number of employees you reported.to them. Please be aware.that it is very important to check that you are accurately calculating on the correct number of employees. Please notethat employees are calculated on full time hours (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 MuniServices at(866) 240-3665 or email MuniServices Support at support(a)muniservices.com. MuniServices Remittance?Address: MuniServices, LLC • Attn: Petaluma BID 438.E Shaw Avenue Box 367 a Fresno, CA 93710 (Make Checks Payable To: Tax Trust Account) The assessment was-established in November 2000, when the Petaluma City Council adopted Ordinance 214 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 who were to be'included in the BID had the opportunity to protest the formation 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 the 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 2013 Annual Report of the BID, approved by the Petaluma City Council in December 2013, assessment funds will,be used,as follows: 50% Downtown:Security $32,500 28% Downtown Marketing $ 18,200 20% Downtown.Beautification $ 13,000 2% Administration $ 1;300 Total: $65000 Please support the Dowhtown,Business Improvement District by making your timely payment as indicated on the enclosed invoice. Thank,you'for your continued efforts to maintain an economically vibrant and attractive downtown. Sincerely Yours; MuniServices, LLC' As administering;agent:for the City of Petaluma 29 ,t ALt c ?f'p City of Petaluma, CA n - 2014 Downtown Business Improvement District (BID) �� li - . rasa mtr Invoice, 4 •nsermcss Remit To: Attn: MuniServices:- • 438 East,Shaw,AVenue, Boi367, a Fresno, CA 93710 Phone: (866)240-3665 • Email: support(arlmuniservices.com. • Website: -www:revds.com [Business.Name] [DBA] Due on or before: March 31, 2014 [Addressl] Delinquent: April 1, 2014 [Address2] [City, State,Zip] MuniServices Account tt: Location Information: YOUR.BID CATEGORY: [Street Addressl, Street Address2] [Pre-print Category here] [City, State Zip] Downtown Petaluma Business Improvement District (BID) Assessment Fee Table Retail,Restaurant and Antique Collectives: Businesses that buy and resell goods or comestibles. Examples are clothing stores, shoe stores:office'supplies and antique 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. Lodging: Includes renting rooms-bythe,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/or specialized licenses and/or advanced academic degrees. Financial Institutions: Includes,Banking,Savings, Loan and Credit Unions. Internal Jur Code=9996 ' ' `- - 'Zone A .,h ----4 ;Zone/Bn°"^ 111,1311 ZoneiC"r^:9 MuniSer"vicesa • �" ' �:�� .lnternal'..Codeg_ „, „escriptwn•of'.Business " ',r tinter at od --0� frtfei'7 tt a + Fier°OSte Retailers and Restaurants: Sched 1.0 0-3,employees $ 150.00 ,$-100.00 $ 50.00 Sched 1.0 4-6.employees $250:00 -$.166:00 $ 83.00 Sched 1.0 7+employees $350.00 $.-232:00 $116.00 Muniswicest _Z aDescnptlon of Busmess' ?, "Zone A,c, .z >Zone+B ` ,dZonC hiteinal Code._ , ,ia, InMune,Eta•e=01 Internet- 2.•1i1f4 e603 Antique;Collectives:• Sched 2.0 0-3 dealers $ 150.00 $-100.00 $ 50.00 Sched 2.0 4-6,dealer$ $250.00 $ 166.00 $ 83.00 Sched 2.0 7+dealers. $350.00 $1232.00 $116.00 MuniServices er , - - 'Zone:A'`r"' :Zone B„•,:- " `°Zone:C' De'scrlptiomof<B'usiness. Interne$ .Ihternal Code'=02 latema11&ode=03'. Service Businesses: Sched 3.0 0-3 employees/operators ' $ 100.00 $75:00 $ 50.00 Sched3.0 4-6 employees/operators $200.00 $150.00 $100.00 Sched 3.0 7+employees/operators $300:00 .$225.00 $150.00 itri iServlaes „-1-T,,rptlon of Business' • t 'Zone1Arw. ;aZon B• • l''' iiiilietC ,!. '4 Internal Codes .h , .,..� - a r>s, •od:•- r;1.s ' : I17$ r e -Ca j, $3 t Sched 4:0 'Professional Businesses: $ 125.00 $.82:00 $41.00 °MuniServices 3r. .0 .. ',, i- Zone�A•.-' " 1fZohe B `Zone"C- sv.e• DescriptiontooffBusmess ..• - 7 P 3 f l k .•C 3 o t e,. i 1 ilnternalCode> _�. - Sched 3.0 Financial;Institutions: I$500.00 $:500;00 ;$500.00 MunSe 4ices " :�` - - '" x ZoneiAn ' e, ;Zoe B = x 120ne_C I Descnlrton of/BUSmess i- ti n axial ode.=01 - 1 Co. 02,. anitgi Code.=03 { Lodging: Sched 6.0 1-10`rooms $ 150.00 $ 150:00 $ 150.00 Sched 6.0 '11-25 rooms- $250.00 $..250.00 $250.00 Sched 6.0 -26+rooms $350;00 $ 350:00 $350.00 Enter#of employees, operators, dealers or rooms: (Employees are ca/culated'on full-time hours. Part-time employees should be added together to get a full-time equivalent,) From the table above,enter amount due: $ (Make:Checks Payable To Tax Trust Account) Resumed Check Disclaimer: Effective July 1:2010,each returned item received by MUNISERVICES.LLC due to insufficient funds will be electronically represented to the presenters bank no more than two times in an effort to obtain payment MUNISERVICES,LLC is not responsible for any additions bank lees that will accrue due io their submission of the 30 returned item..Please see the full returned check policy at ewe reads.comitexpayerlretum-check-disdeimer. Ock UNI SE ICES GityofPefaluma BID / Business' Update Form Remittance Address: Attn: MuniServices • 438 East;Shaw Avenue, Box 367:• Fresno, CA 93710 e'Phone: (866)240-3665 Email: sd pott(a)muniservices.com • Website: www.revds.com MuniServices Account#: Name of Business on File: Instructions: Please complete.this„fbrm if you have any changes to your account. 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 payment and remittance form to MuniServices at the address listed above. Thank you for taking the time to provide updated information on this form. Business Name: Business ID: DBA: Business Mailing Address:: (Address/City/State/Zip) Business Physical Address: (Street Address/City/State/Zip) Owner's Name: Owners Phone ( ). Business Phone: ( ) Business Fax::( ) Contact Person: Contact Phone:.( ) Email Address:. Description of Business: Function of Company: Business Classification (select all that apply): ❑ Retail Business or Restaurant ❑ Service Business ❑ Antique Collectives ❑ Financial Institution ❑ Professional Business ❑ Lodging Type:of Businees'(selectone):: ❑ Sole Proprietorship ❑ Governmental Agency ❑General Partnership ❑ Professional Association ❑ Corporation ❑ LLP ❑ LLC'—Single Member ❑ Other(please explain) ❑ LLC—Multi Member Form Completed By: Print Name: Date Submitted: 31 i , r :4 it § / g` c c c T iA yiifio ua > o o o U_ a1531\V, I �9'yanJlI ° N N N 1 u a n p A 1p3o 4 ° ti ° U °, 0 0 I ryW , t c z LA M t z r Mi Y /� -;; '%�,!'i ; � �I#'`k�S 7 b A it `� ce s$ p )♦o•0 µt04}- 12 la H 54 av<C70^, 04) ' 4' ,to '.4 ,- "' "—O."—, "g E a VVVt ���� 0 'O 6` �L_..l fi 1 Y �'' 'Y ad+nv vg .01.719...t 47,c 4 }} ° :3 tm dln3r t . '1 1 7f./".`s c b a• 3 „, � t!(IIII(;f• �] .J Q e .% X .* �A' z /iv' . 17 3 + JJ C„sp. . ,.4 d a. ,$,Af /� Et' r f`n+ ,ice' �- G 7401 'q.■ L - t ��wwt 4" '•\\w"?f1 """ 9 j-� 0 x � testa' w` +'' �7fS 44 t J!!,p ••n 'r�"` 1 u n !/tl� 's \�\ �/4■ 8{4 4; aq r• a . fi! a #'e//! !,.. di4 C u c '40 t !!!/\�' \ate' o /!`` 1 t,b:+ 41 AP '� `4, itt sifros =1 c :� 4°'. w.? Ii4. r \IJ.r 4 0 b.4 A`• `; `. -• t. ^w.. 44#45,),%/4,� /J. ^°' 'Xf Al, r'� n P 1 m ++O .. , t 4, ,fip� 'ka `a !mod/ `1 / (�, + a fe+^aa , S 04 w c 4 ' tf 'e2 ..9.40 r � r• N , F� �3d b u 4i /// �� r9 ! ` ' !/ : *% ' ii 6- o c N.e N ` 0f `` # mr / P', �fm gyp.-�.W7f itfi1 t., YJ48 ' 4it' 4i ma.T.-- „ a L ' (.iay �s^� -�q7. d7dpp�� /l�fg`�3sB ,r11 O..' �J ^�. ,iv �..' w.. +_a-: ,„ 'N.--u §t\\\1.Y0' of its.--40.,. ;,4'/S l ve € Poy/ <..- r \ A sett �� V AH ."‘0401,,, �v a ! 0 1ff 42 E �.4 ` v4\1,N tt�tato\” ark ,p, i°s`�1�- �, f/4 d a ,2 f 5 1 / O ie.-4 %- yo 11°, * ta 'wit,� .a`' X04 4 Uzi: t* +� d c —_.Sar i o I A -3- .- 0m [1St , *.t. HO !1 elf 1p �"`ki ` W ,e0-1,‘,N1 r M' %. 9d r ib .l 1 w" .-8 c O , Y - a , +j ',s• .� co C tt .�i`'*$a` �4`'j�1�l,/' f�f/I¥` +4f �$ 4 'a ��I� .1' PKr•• yi . �11\+ r a.x's it "\\ 044 •. I1d f/ /F f m v ` R I'S Ir tdt• ''m. n4 a f\ 'ti�+r�t` 71s # "°lf 1 . ; �,.7 ' U ., . �,t \�tt j / r "' ¢ *' \ r6\\54j�r' �'' `c� f".°� 4�8!! i am 4 I' y.� t )F�.�,r... Tao Q ri. \ t s \ \ w `M.fft+ I t/ �'1Oi�"'A sit t*AO m�t0 eQ.'L'"86,I4 V41\i\t 4.1 . `1 �+ W1� #/04, t ti�fr• o o S 4�rN Ott µhit Sr Y34tr\t1\\�1 1t'1t 1 a :" O t0 �d/!//e fi 1 p wQ Vim Q- c2 �a9t .rs,k ta`1�,\tPt'nl 4.040A1 " :kV:1 .N"o",�`4y-"e *e„sir i°, a i1,92,la v �, �tattt , tttt001% a ,4a .o /49,1744494,74." s �S,. ti tO °O �Jom1. 'At1 t t tttt� :t U•,�'P'°y Vt." `li`:rut �, Wit+),al.a,°—' 2' rtt lltti> V\ ����t�� a� 1r�'%/ 4 /1,7i ft,' 1, t�ya4, ,fix to ix* '7u-X15 Alt..» .AAC°_ ..40%t ` d.�, A`tsA:'S e% 40 1,'4.4• "_ 'iii b"Y`.�1�\,wA �..qy .w - wa4*1'1 "'.'Oe*c• 32 tritr A�� F , CITY OF PETALUMA < D- POcT'Ori' dE Box 61 4'8 5 9 P.ETALUmA,-;CA,94953-0061 David Glass ATTACHMENT 6 Mayor Chris Albertson December 3, 2013 DRAFT Teresa Barren ;tike.Harris Mike nealy NOTICE OF PUBLIC HEARING Gabe Kearney Kathy M br Councilurcrnbers RESOLUTION APPROVING THE 2014 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT ANNUAL REPORT AND RELATED BUDGET; DECLARING THE INTENTION TO LEVY'THE•2014,ANNUAL ASSESSMENT FOR THE DISTRICT; AND SETTING A.PUBLICHEARING ON THE PROPOSED 2014 ANNUAL ASSESSMENT WHEREAS, on November 20, 2000, in accordance with California Streets and Highways, Code Section 36500 et seq. ("the Act"), the Petaluma City 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 Exhibit.), which is attached to and made a part of this Resolution; and WHEREAS, Section 6.04.050 of Petaluma Municipal Code lists the types of improvements and activities that may be funded-by the levy of assessments on businesses within the DPBID-as follows: A. The acquisition, construction; installation or maintenance of any tangible property Finance Department with an estimated useful life of five years or more including, but not limited to, the I English Street following improvements: Petaluma CA 94952 Phone(707)778-4352 Pm (707) 778-4428 E=Mail: 1. Benches Jinaneeaci.aera(uma.caas 2. Trash.Receptacles 3. Decorations General Services Phone'(707)778-4384 -4, Facade Improvements For(707)776-3645 5. Permanent Landscaping Purchasing Phone(707)778=4-352 B. .Activities including, but not.limited to, the following: Ear(707) 778=4428 E-Mari: finance©ei pentium co tn' 1 Promotion of public events which benefit businesses in the area and which take place on or in public places within the area. Utility.Billing Phone(707)778-4350 2. .Furnishing of music in any public place in the area. "x(707) 8-4428 3. Activities which benefit businesses located and operating in the area, E-Mao: aslovinlrs(a'eive,ol,,outuo.nv including but not limited to, commercial shopping and promotional programs; and 33 WHEREAS, under Section 6:04100 of the Petaluma Municipal Code, the Board of Directors established to..govern the affairs of the DPBID must present,the:City Council with an annual report and budget for review and approval prior to the City Council consideration of levying a benefit assessment.for the following fiscal year; and WI-IEREAS, the requirements of Petaluma Municipal Code Section 6.0.4.100 are in accordance with the Act, which establishes annual procedures governing 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 liearing;at which written and oral,protests may be made concerning levy of an annual assessment, and adoption of a resolution approving the annual report and levying the assessment; and WHEREAS; Section 36535 of the Act provides that public hearings on levy of annual assessments putsuant 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 consider all protests against the establishment of the area, the extent of the area, or the furnishing of specified 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 proceedings shall be in writing and shall clearly set forth the irregularity or defect to which the objection is made. B. Every written protest,shall be filed with the City Clerk at or before the time fixed for the public.hearing. The City Council may waive any irregularity in the form or content of any written protest and at the public hearing may correct minor defects in the proceedings. A written protest may be withdrawn in 'writing at any time before the conclusion of the public hearing. C. Each written protest, shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records of the City as the owner of the business, the ,protest shall contain or be accompanied by written evidence, that the person subscribing is the owner of the business. A written protest which does not comply with this section shall not be counted in determining a"majority protest. D. If written protests are received from the owners of businesses in the proposed area which will pay,50 percent or more of thc assessments proposed to be levied and protests are not withdrawn'so as.to.reduce:the protests to less than that 50 percent, no further proceedings to create the specified parking and business improvement area or to levy the 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. 34 E. If the majority protest is only .against the` .futnishing of a specified type or types of improvement or activity within the area those types•of'improvements or activities shall be eliminated; and WI-IEREAS, the 2014 DPBID Annual Report proposes no changes in the boundaries, method of assessment, or rate of assessment related to the DPBID; and the proposed DPBID 2014 Budget establishes the following budgetary priorities with estimated revenues and expenditures: 50% Security $32,500 28% Marketing $18,200 20% Beautification. $13,000 2% Administration $ 1,300 Total: $65,000 WHEREAS, the 2014 Annual Report of the DPBID is on file at the City Clerk's office for public review and contains a full and detailed description of the DPBID improvements and activities to be provided-for the 2014 fiscal year, the boundaries of the DPBID and any benefit zones within the DPBID,.and the.proposed assessments to be levied on businesses in the DPBID for the 2014 fiscal year. NOW, THEREFORE, BE IT RESOLVED THAT subject to. California Streets and Highways Code Section 36500 et seq. (the°"Act") 'and a public hearing to be held pursuant to the Act, the Petaluma City Council intends to levy the assessment.described in the DPBID Annual Report and Budget for Fiscal Year 2014 to pay for improvements and activities within the DPBID which is attached and made a part 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 2014 Annual Report and. Budget at their December 2, 2013 Council meeting, at the Petaluma City Council Chambers, 11 English Street, Petaluma, CA; and BE IT FURTHER RESOLVED that a public hearing will occur on January 6, 2014, at 7:00 PM, at the Petaluma City Council Chambers, 11 English Street, Petaluma, CA, concerning levy of the assessment proposed for the.DPBID for fiscal year 2014. At the hearing, written and oral protests may be made in accordance with California Streets and Highways Code Sections 36524 and 36525. City Clerk's Office City of Petaluma 11 English Street Petaluma, CA 94952 35 ® In accordance with the Americans'With Disabilities Aet, if you require special assistance to participate in.this,meeting please contact the City Clerk's Office at (707) 778-4360 (voice) or (707) 778-4480 (TDD): Translators, American' Sign Language interpreters, and/or assistive listening devices for individuals with hearing disabilities will be available upon request. A minimum of 48 hours is needed to ensure the availability Of translation services. IA consideration of those with multiple chemical sensitivities or other environmental illness, it is requested that you refrain from wearing scented products. The City Clerk hereby certifies that this agenda has been posted in accordance with the requirements of'the-Government Code. 1754406.1 • 36 EXHIBIT 1 BOUNDARY MAP- V Id js y° ji ; S� i l*i 1 I L, E Pill*r u W o < °�� ire' CSI iE::;�e;pp°iiil m Fi66: „ s • % icc mo' 'o ^.1 � ?lh-�"f'y, 1 m *b°el )� r� 7 f -fi r ' .iy t_ Asa l Cyr Cyr s ,;.../q tie"d` i -,,<<,/ 0 di /Mk*.. �tmy ,. r� 1', at/ .,t�}yta<z�/fvi .!4 6�!'ff�`�Vj4 1r,�c /Veld 4 '' s �°'' �p3♦. '. z�(T b7 `�., ` 2 r ,1 0 Cif,,it yV'' dy` it -} y,�`; . �., n ii 111 ,,6" ''�x�(/J}��j 4 . �3' ,,,,,.... ts yob o * • {iii 37 EXHIBIT 2 Downtown Petaluma Business Improvement District FY 2014 Annual Report and Budget 1. Changes in Boundaries: None are proposed. 2. Changes,in'the Basis or Method of Assessment: None are proposed. 3.. Changes..iii: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 2014 Budget Allocations • 50% Security $32,500 • 28% Marketing $18;200 • 20% Beautification $13,000 • 2% Administration $ 1;300 Total: $65,000 BID 2014 Proposed Projects T-- I Projected Revenue ; _ _ i Total Possible $ 65,000 ! projected from total district i Expected _ $. 55,000 I assuming 85% collections I Proposed Projects 1 T I Expected I Possible, Notes (Security 50%. $26,000 $24;700.00 i Security Patrol $ 5;000 on-going expense for nightly private security patrols _ Cameras $ 21,000 Security cameras _ _ __-� Marketing 28% { $ 15,400.00 f $18,200.00 Destination Petaluma $ 10,000 i Destination marketing; radio, TV etc General $ 5,400 various Marketing Committee projects Beautification 20% $ 12,500.00 $20,800.00 _ Holiday Decorations I $ 5,000( _- _Xmasbanners up and down,storage& cleaning_—I Sidewalk:Steam Cleaning $ 7,000 1 Semi-Annual steam cleaning {Intermdtent.street cleaning_ j [Paint supplies for Graffiti $ 500 clean up supplies for graffiti ed Administration 2% I $ 1,100.00 r$ 1,300.00 -{— { Total I $55,000_00 I $65,000.00 — 38 Security - 50% - The PDA contracts foricoverage of the general downtown area to be performed on'a regular nightly+schedule..(The administration of this contract is not to be confused with a separate contract not paid for with.BID finds for the Keller Street Garage.) Marketing - 28% - These funds are used tosupplement additional funds paid by individual merchants for the combined marketing, efforts 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 merchants using these funds and utilizes the combined buying power of the PDA and merchant community to obtain favorable prices for advertising that would not ordinarily be available to the-individual merchant. Beautification - 20% - A volunteer committee meets to consider requests for investing in beautification projects downtown. Administration - 2%. - Collected funds go to the day-to-day operations of the PDA office. Cost centers include rent, salary expense, and event coordination (implementation of downtown events like Butter mid. Egg Days, Antique Faires (2), Art and Garden Festival, etc.). 39 • Types of BusinessesiAssessed • Retail, Restaurant and Antique Collectives: Businesses that buy and resell goods or comestibles. 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. • Lodging: 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 /or specialized licenses and/or advanced academic degrees. • Financial Institutions: Includes Banking; Savings, Loan and Credit Unions. Assessment by Type of Business Within 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-&Dealers) $250 $166 $83 (7+ Dealers) $350 $232 $116 Service (1-3 Emp/Operators) $100 $75 $50 Businesses (4-6 Emp/Operators) $200 $150 $100 (7+ Emp/Operators) $300 $225 $150 Professional $125 $82 $41 Businesses Financial $500 $500 $500 Institutions Lodging(1=10 Rooms) $150 $150 $150 (11-25.Rooms) $250 $250 $250 (26+ Rooms) $350 $350 $350 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 einployees while Antique Collectives will be charged by number of business licenses active within one location. 40