HomeMy WebLinkAboutStaff Report 4.B 1/27/2014 ,�L , •t Ag n a/Iteev#4.3
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DATE: January 27; 2014
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: William Mushallo, Finance Director
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 Hearing 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 (PDA) Board serves as the BID Board of Directors. The fiscal year for
the BID begins on January 1`'. The Board of Directors does not propose to change the district
boundaries or increase the assessment or modify the method of assessment in 2014. This report
was presented at the December 2, 2013 City Council meeting. It was sent back to rework the
budget after discussion regarding the City's assumption of street cleaning during 2014. The
revised budget detail has been provided by the PDA in Attachments 2 and 4.
The schedule, presented on the next page, lists the types of improvements and activities included
in the 2014 proposed budget for funding by the levy of assessments on businesses in the District;
and it compares the 2014 proposed budget by category with the last submission. The difference
in the two submissions consists of a reduction in the security budget to reflect the payoff of the
main lease, and an increase in the administration budget in order to true up the budget to
represent actual costs projected.
Agenda Review: ��/���
City Attorney Finance Direct., It City Managel— V�LJ
1
2014 Proposed Budget: Last 2014 Proposed Budget Submission:
32% Security $20,800 50% Security $32,500
28% Marketing $18,200 28% Marketing $18,200
20% Beautification $13,000 20% Beautification $13,000
20% Administration $13.000 2% Administration $ 1.300
Total: $65,000 Total: $65,000
A detailed listing of the activities included in these categories is provided in Attachment 2.
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 February 24, 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 2008 $54,644
2002 $37,202 2009 $49,932
2003 $23,862 2010 $55,757
2004 $53,300 2011 $55,994
2005 $51,379 2012 $51,593 ($20,600 outstanding and uncollected)
2006 $54,054 2013 $46,868 ($21,450 outstanding and uncollected)
2007 $56,960
MuniServices, LLC performed the BID billing and collection services for 2013 and will carry
out these sane 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 PDA
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 payment, and
the fee is invoiced to the PDA and paid for by the PDA. MuniServices issues checks to the PDA
on a monthly basis for BID payments received. MuniServices also provides year-round
delinquent account collection services and is working on collecting delinquent account collection
revenue for calendar year 2012 and 2013.
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 I 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 SETTING 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 ("DPBID"), 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 DPBID 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 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
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 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.
13. 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 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.
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 DP131D Annual Report proposes no changes in the boundaries,
method of assessment, or rate of assessment related to the DPBID; and the proposed DPB1D
2014 Budget establishes the following budgetary priorities with estimated revenues and
expenditures:
5
32% Security $20,800
28% Marketing $18,200
20% Beautification $13,000
20% Administration $13,000
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 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 January 27, 2014 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 February 24, 2014 at
7100 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 ANI) MAP FOR 2014 FISCAL YEAR ANI)
2013 FISCAL, YEAR BID FUNDS RECEIVEI) AND EXPENDITURES
1. Changes in Boundaries: None are 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
1)owntown Petaluma Business Improvement District
2014 Budget Allocations
• 32% Security $20,800
• 28% Marketing $18200
• 20% I3eautitication $13.000
• 20% Administration $13.000
Total: $65.000
BID 2014 Proposed Projects I I
Projected Revenue I
Total Possible $ 65,000'projected from total district data
Expected $ 55,000 j assuming 85%collections
Proposed Projects Expected I Possible I Notes
Secunty Patrols $ 3.700 I Private security patrols Thurs-Sat I Opm-4am 52 weeks
Additional security _ $ 2000 I Heightened security during holidays and peak times
AT&F internet to host camera equip $ 1,500` Monthly Internet
AT&T camera contract $ 3,500 I Lease of equipment expires 5/2016
AT&T smart net maintenance $ 600 I Software maintenance
Maintenance and repair I$ 6,300 I Camera maintenance and repair weekly
Security 32% $17,600 I$ 20,800.00
Destination marketing downtown $ 2,400 Destination marketing ads&editorial in Chamber&Visitors guide
Sonoma Magazine l$ 1,200 IDowntown marketing
Sidewalk Sale 1$ 1,000 I !Street banner$400,additional banners$150 advertising$500
Harvest Days event I$ 2,400 I learners,posters,flyers,radio,online and prints ads-social media
Trick or Treat $ 700 I [Posters,maps,ads,balloons
Holiday Marketing season $ 4.900 IMerchanl Open house,balloons,horse&wagon,entertainment,flyers,posters,ads
Holiday shopping gil guide Sonoma co I s 1,200 I ISonoma county Press democrat/Argus/Bohemian
Online ads Press Democrat I $ 300 1 I Online ad click through to website
Holiday shopping gift guide Mann I $ 600 IMarin country ads(paid.$1,500 offset by Visitors Program)
Holiday Iahling i$ 205 [Cost was$1,571 reimbursements of$1,386 net cost$295 to light up Putnam Plaza and Trees
Radio ad campaign $ 439 1 'Radio ads$2440,reimbursement$1950,net$439
Marketing 28% I S 15,400.00 I $ 18.200.00 I
Holiday Decorations [ $ 5,000 I 170 Holiday banners,8 wreaths installation up and down,cleaning,updating and storage
Sidewalk steam cleaning 1 $ 5,500 I IDowntown core sidewalk leaning
Paint supplies for graffiti clean-up I$ 500 I Paint supplies for graffiti bean-up supported by community volunteers
Beautification 20% I$ 11,000.00 I S 13,000.001
Administration costs J S 1,300 I I Website updates and maintenance
$ 710[ Telephone&PG&E
$ 400 I I Insurance
$ 1.950 1 IWages&benefits
$ 240 I IOflice supplies
$ 6,400 I [BID processing(includes public noticing and payment processing)
Administration 20% I$ 11,000.001 S 13,000.001
Total I $ 55,000.00 1$ 65,000.00 I
7
Security - 32% - The PDA contracts far 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 - 20% - 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 andAntigtie 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 (4-6 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 employees while Antique Collectives will be charged by nuinber of
business licenses active within one location.
9
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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 4.387-.26 17,521.54 13,291.84 -3,953.63 -3,798.07
07.30.12 Deposits Bid Income 9,653.00 17,237.50 6,895.00 689.50 34,475.00
08.17,12 Deposits Bid Income 790.44 1.411.50 564.60 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 Bib Income 1,102.08 1,958.00 787.20 .78.72 3,930.00
12.17.12 Deposits Bid Income 346,08 618.00 247.20 24.72 1,236.00
1.25.13 Deposits Bid Income 63.00 112.50 45.00 4.50 225.00
2,11.13 Deposits Bid Income 1,669.08 2,980.50 1,192,20 110.22 5,961.00
03.12.13 Deposits Bid Income 2,861.88 5,11050 2.044.20 204.42 10,221.00
04.16.13 Deposits Bid Income 1,727.88 3.085.50 1,234.20 123.42 6,171.00
05.09.13 Deposits Bid Income 3.410.82 6,090.75 2,436.30 243.83 12,181.50
08.18.13 Deposits Bid Income 846.44 1.511.75 604,60 60.46 3,023.25
Subtotal 23,329.46 41,660.00 16,683.90 1.66639 83,319.75
10.10.12 3176 Petaluma Minuteman Press Harvest Days poster -174.57
10.24.12 3184 Petaluma Post Trick or Treat ads -198,00
10.26.12 credit card Grocery Outlet -2.28
10.26.12 credit card Orlenial Trading -30.97
10.28.12 credit card Backpage -1.00
11.1.12 319E North Bay Bohemian' Trick or Treat trail -100.00
11.08.12 deposit Trick or Treat trail 40.00
11.14.12 3207 Llsa Krieshock HarveS1 Days -300.00
11.14.12 3208 North Bay Bohemian Trick or Treat trail -256.00
.11.14.12 3209 Petaluma Post Christmas shopping ads -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 3215 Arden Kwan.Bel Canto nuarte Holiday Open House music -150.00
11.28.12 3217 Paula Moors Xmas Open House lace paint -200.00
11.28.12 3218 North Bay Bohemian Xmas Shopping ads -300.75
11.28.12 3219 Northbay Biz Xmas Shopping ads -280.00
11.28.12 3220 Pacific Display Inc Holiday Decor -4,700.00
11.28.12 3222 Patrick Prather Xmas Open House horse&tt -550.00
11 30.12 deposit Merchant Deposits Halloween Trick or treat 140.00
11 30.12 deposit Sold Xmas lights Reimbursed holiday lights 996.00
11.30.12 deposit Sold radicladseights Reimbursed,ads,lights 1,388.00
11,28.12 credit card Fotolia Xmas ad image rot ads -13.00
11.28.12 credit card Petaluma Mail Depot Xmas Open House flyer -75.60
11.28.12 credit card Backpage Xmas Open House -2.90
11.26,12 credit card Grocery Outlet Candy for Trick or Treat -17.58
11.28.12 credit card Petaluma Mail Depot Xmas Ooen House flyers -270.00
11.28.12 credit card Craigs Party Store Trick or treat balloons -118.72
12,06,12 3230 All Signs Xmas Open house banner -78.12
12.06.12 3233 North Bay Bohemian Holiday shopping/events ed -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 relmb 250.00
12.06.12 deposit Holiday Radio ad reimb 110.00
12.06.12 deposit Holiday Radio ad reimb 250.00
12.06.12 deposit Holiday Radio ad reimb 20.00
12.13.12 3241 Mahn Independent Jrnl Holiday Shopping ad 600.00
12,17.12 deposit Trick or Treat trail 40.00
12.17.12 deposit Holiday Gift Guide 555.00
12,19.12 3249 Press Democrat Xmas Shopping ads -900.01
12.19.12 3249 Press Democrat Xmas Shopping ads -24,45
12.27.12 Credit card Petaluma Mail Depot Holiday Open House handout -75.60
118.13 Credit card Orman Leco Xmas Lights -1,571.29
1,16.13 Credit card Press Democrat Holiday shopping -975.01
1.1513 3271 Wine Country Radio Holiday Open house -560.00
1.16.13 3271 Wine Country Radio Holiday Open house 600.00
1.18.13 3271 Wine Country Radio Holiday Open house -680.00
1.16.13 3271 Wine Country Radio Holiday Open house -600.00
1.25.13 deposit Holiday Open house Reimbursed Ads 964.D0
1,25.13 deposit Holiday Open house Reimbursed Ads 334.00
1.28.13 3282 City of Petaluma Harvest Days -25.00
1.28.13 3282 City of Petaluma Sidewalk walk sales -26.00
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 Bill Boards Billboard advertising -205.00
12.08.12 credit card Craigs Pany Store Holiday Open House balloons -53.75
12.08.12 credit card Sterbucks Volunteer coffee Open House -11.15
12.06.12 credit card ReY Hardware Plaza Xmes Lights timer -11.33
11,19.12 Reimbursed Facebook Ad Sidewalk sale ad -9.88
10.24.12 3166 Ramfire Building Mince Sidewalk cleaning -9.06000
7.17.12 3072 First Alarm Security,Inc Security Services -303.00
8.1.12 3124 First Alarm Security,Inc Security Services -303.00
8.29.12 3154 First Alarm Security,Inc Security Services -303.00
9.28.12 3191 First Alarm Security,Inc Security Services -303.00
11
11,1.12 3215 First Alarm Security,Inc Security Services -303.00
11.28,12 3245 First Alarm Security.Inc Security Services -30300
1.2.13 3252 First Alarm Security.Inc Security Services -303,00
1.23.13 3274 First Alarm Security,Inc Security Services -303.00
31,13 3303 First Alarm Security,Inc Security Services -303.00
4.3,13 3336 First Alarm Security,Inc Security Services -303,00
5.8.13 3377 First Alarm Security,Inc Security Services -303.00
6.6.13 3425 FirslAlarm Security,Inc Security Services -303.00
5.30.13 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
5.1.12 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
128,12 3231 AT&T Camera Security .101.69
12,13 12 3243 AT&T Capital Services Inc Camera Security -1,792.33
1.2.13 3250 AT&T Camera Security -101.87
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 -1,792.33
3.6.13 3313 AT&T Camera Security -1223.85
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 2348 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 Secunty -1,792.33
5.30.13 3454 AT&T Camera Security -119.14
5.1,13 3372 Muniservices Did Processing -253,00
7.1.12-6.30.13 Be Share of admin costs Webster -68.59
7.1.12-5.30.13 Bid Share of admin costs Wages t -1,276.86
7.1,12-6.30.13 Bid Share of admin costs Utilities -25.36
7.1.12-6.30.13 Bid Share of admin casts Telephones -93.79
7,1,12-6.30.13 Bid Share of admin costs Rent -12.00
7,1.12.8.30.13 Bid Share of.admin costs Public Relations. -36.88
7.1.12-6.30.13 Bid Share of admin costs Professional Fees .149.65
7.1.12-8.30.13 Bid Share of admin costs Office Supplies&Postage -149.87
7.1.12-6.30.13 Bid 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
7.1,12-6,30.13 Bid Share of admin costs Insurance -369,24
7.1,12.8.30,13 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 28,06266 -9,060.00 2.804.77 -51,913.82
6.30,13 Ending balance BID 15,730.33 -3,924.20 20,895.74 -5,092.01 27,609.86
12
_
•
E�:05111-11:411"
r! �'< ATTACI1NIENT 3
J °� $1" • EXHIBIT 1 TO RESOLUTION
•
1 ORDINANCE NO. 2104 N.C.S.
2
3 •
4
5 Introduced by Councilmember Seconded by Councilmember
6 •
•
7 Matt Ma?uire ' • Pamela Torliatt
8
9
1.0'
• 11 .
.1.2 AN ORDINANCE OF THE CITY COUNCIL OF TiTF' CITY OF PETALTIMA,-
13 CALIFORNIA, AIDING CHAPTER 6:04 TO THE PETALUMA MUNTCIPAI, CODE
• 14 ESTABLISHING THE DOWNTOWN PETALUMA
15 BUSINESS IMPROVEMENT DISTRICT
16
17 RECITALS,
IS • .
19 WHEREAS,.on September 18, 2000, the City Council of Petaluma, on behalf of the City of
20 Petaluma, (the "City"), adopted Resolution H00-177 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 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, 11 English Street, Petaluma, California; and,
3i
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 VCS Page 1
13
•
1 WHEREAS, protests.in writing from businesses in the proposed District paying 50% or more of
• 2 the proposed assessment have not been received; and,
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,
8 WHEREAS, in the opinion of this City Council, the businesses within the District will be
9 benefited by the expenditure of the fiinds raised by the assessments levied hereby in the manner
10 prescribed herein; and,
11 •
12 WHEREAS, this City Council may, for each ofthe 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 WBEREAS, all 'provisions. of the Act ' applicable to the establishment, • modification, or
18 disestablislunent 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 WILEREAS; 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
•
• is
1 WE>EREAS, 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 WELEREAS, 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, 'T1TR;REFORE, TEE. CITY COUNCIL OF THE CITY OF PETALUMA DOES
16 ORDAIN AS TOT LOWS: •
17 .. •. •
18 Section 1. 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. CHAPTER 6,04 is hereby added to the Petaluma Municipal Code; providing as
23 follows: •
24
• 25: CHAPTER 6.04 DOWNTOWN PETAL UMA 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 tennis defined under the California Sales and;CMS 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; .
• 3 •
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 net.•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 niedical 7 .
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
16
•
•
•
1 G. Financial:Banks, savings&loans, credit unions; 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 EstablishmenfofBoundaries. . •
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 Disttict'_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 oficers shall be appointed by
22 the Board of Directors at their discretion. All voting within tha 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 theirDistrict assessment(s) to participate in such votes.
26 . . •
27 6;04:040 Establishment of Benefit Assessment.
28 Al] 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 usefiil life of five 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 event's which benefit businesses in the area and which.take
16 place on-or impublic places within the area; .
17 • 2 Furnishing.;ofmusic 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 not apply 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 shalhbe necessary for the District Board of Directors to present an annual
16 I . budget fo'r 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 • ecept.in the case of a written majority protest (regarding elimination or modification of any
22 specific budget item) front 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 Offset City Services. •
2 City specifically£n s and declares that the funds derived from the District shall not be used to •
3 offset or:di ninish current maintenance, capital improvement piogratns, 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 Disestablishment of the District.
9 Proceeding to disestablish the District shall be initiated by the City Council following the
10 . presentation of a petition to the City Council signed by business owners paying 50% or more of
11 the assessments levied in the District. Proceedings to disestablish the District shill follow the
12 procedures set forth in GC Section 36550. The'City Council shalt 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 the same manner as was used to establish the'most recent assessnients
17 applied in the District. • .
18 •
1.9 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 its final passage.
28 •
29 .
•
•
•
•
Ord. 2104 NCS Page 8
20
1 INTRODUCED and ordered-Posted/Published this 16th day of October 2000. ADOPTED this
2 20th day of November,.2000, by the following vote:
3 •
4 AYES: Healy,.:Keller, Cader-Thompson;Hamilton,Maguire,Vice Mayor Torliatt,Mayor
5. Thompson •
6
7 NOES: None
a
9 ABSENT: None
10
.I1 ABSTA N: None .
12
13
14 - . Mayor
15 •
16 ATTEST: APPROVED—Ar FORM:
17 •
194 Le R • Ge
19 Cit Clear City Aftorn
•
Ord. 2104 NCS • Page 9
21 .
EXHIBIT A TO ORDINANCE 2104 N.C.S.
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22
w PETAL U NI ATTACHMENT 4
r``[i�' t `T 1.
4kfetllI NT 4
4:4 •11
Our mission is 7o contribute to the betterment of rhe Petaluma Historic'Central Area and to promote and enhance
its position as the city's retail and contnrc [ial center.
January 27, 2014
The Honorable Mayor David Glass &
Petaluma City Council Members
Petaluma Downtown Business Improvement-District•Financial Impacts:
Over the past thirteen fisralyears,the BID has received the following frormassessments;
2001 £27,633 2008 554,644
2002 $37,202 2009 549,932 ($9,500 went to collections)
2003 $23.862 2010 555,757 Includes collections from previous yr (818.282 in collections)
2004 $53,300 2011 555,994. ($,7,070 went to collections)
2005 551,379 2012 545,1.76 net revenue as of 10/29/2012 ($19.992 in receivables)
2006 $54,054 2013 $45;505 thru October 2013
2007 556,960
This is the 2nd year of Muni Services providing the billing of the BID. Overall collection of the BID Is down from
2011 with a large amount still outstanding'and past due bills that are in line to go to.coliection, Please bear in
mind also that we are paying an adman charge of$11 per 810 payment processed: PDA are in discussions with
Muni about the collection.process.-databasScorrections and preparations for collection process.
The BID was able to cover some key areas in keeping the downtown vibrant,cleaner and safer during
2013, The sidewalk cleaning:budget was able to remove some of the build.-up of gum and tree sap however the
budget is too small to keep them clean throughout the year We will continue to break the contact doavn to
incorporate some intermittent cleanings In partnership with the city. Holiday banners and wreaths provide for a
festive atmosphere, costs cover installation,cleaning and storage of banners,-wreaths and brackets. Security
cameras and additional nightly security patrols three nights per week increase our safety downtown. Marketing
and events are crucial to raising the profcle,of the downtown retail center throughout the year,
It is vital that the supplemental information,should accompany.all bills sent out whether it is the first or 2°billing to
give Gamy.The BID billing will include four items,a cover letter;a-BID invoice, a map of the BID area and an
information update form to,help us keep up with changes of address etc.
The BID budget is atlocatedas hollows:
32% Security $20,800
28% Marketing $18,200
20% Beautification $13,000
20% .Administration $.13;000
TOTAL: $65,000
Please note that the BID board recommended changing thebercentages for a)administration due to the cost of
billing through Muni Services b) Security has reduced due the main lease being paid off.
Attached.you will find an accounting of alt BID expenditures from 2001 thru 2013, proposed BID expenditures for
2014and an example bill with supporting pages of explanatory information.
C-1;.\Oilrs since ely '
Ma P?IcCusk
Execute.Direct
Historic Depot Building • 210 Lakeville Hwy, Petaluma CA 94952 • www.Pct lumaDoavntown.com •
Ph:(707)-762-9345 • Fax(707)253.0528 • ErnuiL 1afoi Petaluma1ownuvn.com
23
PETALUMA DOWNTOWN ASSOC
BID ANALYSIS—START T0'06/30/13
MARKETING SECURITY BEAUTIFICATION ADMINISTRATIVE TOTAL
32/a 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 5,785.16 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 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 -19,755.94 -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 -5,163.71 -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 67/05-06/06 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
BALANCE:07/05-06/06 9,396.97 17,263.12 13,718.73 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
EXPENSED 07/06-06/07 -12,696.09 -13,090.00 -18,175.02 -9,708.04 -53,669.15
BALANCE 07/06-06107 17,094.11 24,566.35 5,740.32 3,037.72 50,438.50
RECEIVED 07/07:06/08 17,503.04 17,503.04, 8,751.52 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
24
BALANCE 07/08-06/09 17,195.12 16,648.22 12;968:89 •2,183.96 44;628.27
CHANGE IN'PERCENTAGEE 30% 40% • 20% 10% 100%
RECEIVED 07/09-06110. 15,191.05 20,254/3 10,127.37 5,063:68. 50,636.83
EXPENSED 07/09-06/10 -16,912.30 -27,194.59 -17,445:00 -2,634.85 -64,186.74
BALANCE 07/09-06/10 15,473.87 9,708.36 5;651.26 244.87 31,078.36
CHANGE IN PERCENTAGE; 28%. 50% 20%. 2% 100%
RECEIVED 07/10-06/11 '14;798:00 26,425.00 10;570.00 1,057:00 52,850.00
EXPENSED 07/10-06/11 =15,700:74 -28,764.45 t529.42 -2;937.36 -47,931.97
BALANCE 07/10-06/11 14;571,13 7,368.91 15;691.84 -1,635.49 35,996.39
RECEIVED 07/11-06/12 1,400.00 2,500:00 1,000:00 100.00 5,000.00
EXPENSED 07/11-06/12 -11,583.87 -27,390.45 -3,400.00. -2,418.14 -44,792.46
BALANCE 07/11-06/12 .4,387.26 -17,521.54 13;291.84. -3,953.63 -3,796.07
RECEIVED 07/12-06/13 23,329.46 41,660.00 16,663.90 1,666.39 83,319.75
EXPENSED 07/12-06113 -1.1,986.39 -28,06266 -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
25
Petaluma Downtown Association,
BidFundsReceived'and expenditures
For Year Ending June 30
BID Percentages 26% 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 Bic income 9,653.00 17,237.50 6,895.00 669.50 34,475.00'
08.17.12 Deposits Bid Income 790,44 1,411.50 564,60 56.46 2;823,00
10.05,12 Deposits Bid Income 85876 1,533 50 813,40 81.34 3,067,00
11.08.12 'Deposits Bid i Income 1,102.08 1,968.00 787.20 78.72 3,936.00
12.17.12 Deposits Sid Income 346,08 618.00 247.20 24.72 1,236.00
1.25;13 Deposits Bid Income 63,00 112:50 45.00 4.50 225.00
21
1 .13 Deposits Bid Income , 1,66908 2,980150 1,192.20 119.22 5,961,00
03:12,13 Deposits Bid Income 2,861:88 5,110.50 2,044.20 204.42 10,221.00
04.,16 13 Deposits Bid Income 1,727:88 3,085:50 1234.20 123.42 6,171100
05.09,13 Deposits Bids Income 3410,82 5;090.75 2,436,30 243.63 12;181.50
06.18.13 Deposits Bid Income 846:44 1;511.75 604.60 6046 3,023.25
Subtotal 23,32946 41,680.00 16663.90 1,668.39 83,319.75
10:1012 3176 Petaluma Minuteman Press' Harvest Days poster -174157
10.24,12 3134 Petaluma Post Trick-or Treat ads 198.00
10 26.12 credit card Grocery Outlet -2:28
10.26.12 credit card Oriental Trading' -30.97
10.26.12 credit card Backpage -1.00
11:1:12 3195 North Bay Bohemian Trick or Treat trail -100.00
11.08:12 deposit Trick or Treat trail 40.00
11,14:12 3207 Lisa'Krieshock Harvest Days -300.00
1114 12 3208 Nor'tnf lay Bohemian Took or Treat trail -256.00
11.14 12 3209.Petaluma Post Christmas shopping ads -198.00
11.14.12 3212 Wine Country Radio' Harvest Days -500.00
' 11.19.1 2 2 Reimbursed Facebook Ad Harvest Days -20.00
11.28:12 3216 Arden Kwan:Bel'Canto puarte'.Holiday Open House music -150,00
11 28.12 3217 Paula Moors' Xmas Open House face paint -200.00
11,28.12 3218 North Bay.Bohemian Xmas Shopping ads -300;75
11,28.12 3219 Northbay Bia Xmas Shopping ads -280.00
11.28.12 3220 Pacific Display Inc Holiday Decor -4,70000
11.28.12 3222'Patrick!Prather Xmas Open House horse&.w 550.00
11.30.12 deposit Merchant Deposits Halloween Trick or treat 140,00
11.30,12 deposit Sold Xmas lights Reimbursed holiday lights .996.00 •
11.30,12 deposit Soldradlolads/lights Reimbursed,ads,lights 1,388',00
11,228.12 credit care ketolia Xmas ad image for ads -13.00
11.n.12 credit card Petaluma Mail Depot Xmas Open house flyer 75.50
11.28.12 credit card Backpage 'Xmas Open House -2.90
11.28.12 credit card Grocery Outlet. Candy for Trick or Treat -17.58
11.28.12 credit card Pefaiuma Mail Depot Xmas Open House.flyers -270.00
11.28.12 credit card Craigs'Party.Store Trick or treat balloons -11672.
12,08.12 3230 AI Signs' Xmas Open house banner -78:12
12.06.12 3233 North Bay Bohemian' Holiday shopping/events ad 232.00
12 05.12 3237 Press Democrat Harvest Days •1;609.83
12.96.12 deposit Holiday Radio ad reimb '20,00
12.06,12 deposit Holiday Radio ad reimb 250.00
12 06.12 deposit Holiday'Radio ad.reimb 110,00
12,06.12 deposit Holiday Radio ad reimb 250,00
12.06.12 deposit Holiday Radio ad reimb 20.00
12.13,12 3241 Marin lndependentShopping ad: -600.00.
12,17.12 deposit - - Trick or Treat trait 40,00 .
12.17.12' deposit Holiday Gift Guide 555:00
12.19.12 3249 Press Democrat Xmas Shopping ads '-900.01
12.19 12 3249 Press Democrat Xmas Shopping ads -24.45'
12.27:12. Credit card Peialurna'MailDepot Holiday Open'House.handout -75.60
1`16113 Credit card Orman Leco Xmas Lights .1,57123
1.15.13 Credit card Press Democrat Holiday.shopping -975,01
1 16,13 3271 Wine Country,Radio Holiday,Open house 560.00 •
1,16:13 3271 Wine Country Radio riolioay Open house 600.00'
1.16:13 3271 neiCourt Radio Holiday Open Va iy n house -680:00
1.15 12 9271.Wine Country Radio Holiday Open house -600.00
1,25:13 deposit Holiday Open house Reimbursed Ads 964.00
125.13 deposit. Holiday,Open.house Reimbursed Ads 334,00
1.28 13 3282 City of Petaluma Harvest Days -26.00
1.26.13 3282 City of Petaluma. Sidewalk walk.sales -26.00
2.14.13 deposit 'Holiday Gift-Guide: Reimbursed Ads 232.00
2.14:13 deposit Holiday Radio Reimbursed Ads 50.00
0220.13 3297'Bicycle Bill Boards Billboard advertising -205.00
12.08.12 credit card Craigs Party Store Holiday Open House balloon: 53.75
12.08.12 credit card Starbucks Volunteer coffee,Open House -11.15
12 08,12 credit card ,Rex'Haraware Plaza Xmas Lights timer. -11;33
11.19,12 Reimbursed Faceboek Ad Sidewalk sale ad -9.89
10,24'.12 3186.Ram(ve.Building,Mtnce Sidewalk cleaning -9060.00
7,17,12' 3072.First Alarm Security,Inc Security Services 303.00'
8.1.12 3124 First Alarh,Security,Inc Security Services -303.00
6.29,12 3154°First Alarm Security,Inc Security Services -303.00
9.26.12 3191 First'Alarm Security:Inc Security Services -307.00'
26
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 3303tFirst Alarm Security,Inc Security Services -303:00
9.3.13 3336 First Alarm Security,Inc Security Services -303.00
5.8.13 3377 First Alarm Security Inc Security Services -303.00
6.6,13 3425 First Alarm Security,Inc Security,Services -303.00
6.30.13 3457 First Alarm Security,Inc Securiy Services -303.00
7,3.12 3034 AT&T Camera Seariay -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 Capilal• ervices 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'Securily 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 .101.89
12.13.12 3246 AT&T Capital Services Inc Cameia Security -1,792,33
12.13 3250 AT&T Camera Security -101.87
1.15.13 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 .1,792.33
3.6.13 3313 AT&T Camera Security -123.85
3.20,13 3323 AT&T Capital Services.lnc 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 Pewter Etectric 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
6,1.13 3372 Muniservices Bid Processing -253.00
7.1.12.6:30.13 Bid Share of admin costs Website -68.59
7.1,12-8.30.13 Bld Share of admin costs Wages -1,275.86
7.1.12.6.30,13 Bid Share of admin costs Utilities -25.36
7.1.12.6.30.13 Bid Share of admin costs Telephones -93.79
7.1.12-8.30.13 Bid Share of admin costs Rent -12,00
7.1.12-8,30.13 Bid Share of admin costs Public Relations. -36.88
7.1.12.6.30.13 Bid Share of admin costs Professional Fees -149.65
7.1.12-5.30.13 Bid Share of.admin costs: Office Supplies'&Postage -149.87
7,1.12-6.30.13 Bid Share of admin coats Payroll tax Expense -115.22
7.1.12.6.30.13 Bid Share of admin costs License and Tax -5.97
7.1,12-6.30.13 Bid Share of admin costs Insurance -389.24
7.1.12-6.30.13 Bid Share of admin Costs Employee Benefits -288.29
7.1.12-8.30.13 Bic/Share of admin costs Dues&Subscriptions -28.64
Total BID expenses -11.986.30 -28,062.68 -9,060.00 -2,809.77 51,913.82
6.30.13 Ending balance BID 15,730.33 _3,92420 20,895.74 -5,092.01 27,609.86
27
BID ANALYSIS,2008-2014 Updated:1114(2014
Previous 5 year BID Actual Collections
YEAR 2008/09 :+;09/10,'::' -:10111 :: -11/12 :('.12/13. ' 13/14 13/14
mmoct2ata Jan-Jun
Collected $$9,000 5 60,637 352850 544,793 $61,914 $ 45,505 unknown
2::BUDGET;;:::I
Mn Utt]pU
BID 08/09 '08)09'- 09/10 '. 09/10':: 10111 ':10/115:': 11/12 ''11/12.`; 12/13 012/13 13/14 ::i13/14'.1. 13/14 t .13/14::
% Actual % Actual Y. Actual % Actual. % Actual % Jul•Dec % JanJun
Security 32% $16,880• 40%' $20,255 50% $26,426 60% $22,397 50% $25,957 50% $22,753 32%
Marketing 32% $18,880 30% 515;191 28% $14,798 28% 112.542 :28% $14,536 28% $12,741 28%
Beautification 16%. 59,440 20%.. $10,127 20% $10,570 20% $6,959 20% $10,383 20% 59.101 20%
Administration 20% $11,800 10% _ $5,064 2% $1,057 2% $896_ 2%' 51,038 2% $910 20%
100% $59,000" 100% '$50,637 100% $'52,850 100% 544,793 100% 161,914 100% 545,505 100% unknown
08/09 Budget
09/10 Budget City billed approximately.$65k
10/11 Budget Percentages are changed to accommodate Increase in camera mint costs
Cameras Original Contract•$16,000 PLUS Increase$6,000/year•$22,000
Spartan $6,000/year
administration Admin costs reduced-due to tree rent due to move to PVP
Marketing Reduced by$500 to cover Increased security costs
Beautification Reduced by 11,000 to cover increased security costs
1 111 TBudget'..:No%changes
12(13 Budget No%changes
13/14 Budget ' Change in Me approved by BID committee.effective Jane 2014'result of reduction in camera lease contract back to 08/09 levels
BID 2014 Proposed Projects
Projected Revenue -i
__
Total Possible 15 65000 t re acted from total disv¢t data
Expected $ 55,000 assuming 85%cogeclons
Proposed Projects Expected ! Possible Notes
Security Patrols $ 3,700 t Private secu_ly patrols Thurs-Sat 10pm 4am 52 weeks
Additional security I$ 2,000' _Heightened security during holicays and peak times
AT&T Internet to host camera map I$ 1500' Monthly Internet.
AT&T camera contract i $ 3,5001_ _-_[Leese of equipment expires 5/2018
AT&T smart net maintenance $ 600 I Software maintenance
Maintenance and repair $ .6,300 j Camera maintenance and repair weekly
Security 32% StbsTe $ 20,90000
Destination markelipg downtown $ 2;400- Destinallon marketing rids&edltodal:in Chamber&Visitors guide
Sonoma Magazine $ 1,200 [Downtown marketing
Sidewalk Sale $ 1 _,000 -r c l i e e l banner S400_addl:lonal b a n n e r s advertising$500
Harvest Days event _ 15 2,400 L !Banners,posters,yers radio,online and prints ads soda!media
Trick or Treat T5.__ :.7001_ _ _ !Posters maps_.ad5'b91LOons :
Holiday Markedn season I$ 4900 I Merchant Open house,balloons horse&wagan,entonainment Byers posters,ads
Y g
Holiday sM1Oypl�ghguitle Sonoma rol5 1,2001 Sonoma count/Press domxraVArgus/BOnenlen_
Online ads Press Democrat t$ anal tontine ad click-through to webslte
polies y shopping gn guide Mahn I $ 800 Mann country ads(paid$1,500 offset byylsitors Program)
Holiday llgn no _ i S. -295 I,Cst was 51,57E reimbursements of$1.381 net cost$295 to light up Putnam Plaza and Trees_„
Rea o ad campaign 1$ 439 ;Radio ads$2440 reimbursement 51950,net$439
Marketing 28% I's '15.400.00 5 19200.00'
Hol clay DCCOratlona 5
:-4 5 000 1 F70 Hollda banners,B wreains installation up antl_down,cleaning,up0atmgantl storage
Siderelksttar cleaning I-$ 55001 DOwptewn core sidewalk cleaning_
Pave supplies for graffiti dean-up _ $ 500 r ,Pain supplies for cyanid clean-up supported by community volunteers
Beautification 20% 5 mimeo a 13,000.001
Administration costs 5 t 300 I .fyebsite updates and maintenance
I S •710: uphana'&PG&E
_ ,_
_E _ 006 ________ Ins n5aA0Ce
8 1,950 _..._ 'Wages 8 benefits
$ 400 I 10f0<eees_ ._. .._._.._.____-._.
$ 6,000 t iBlJ processing(ind oespuMic notidng and payment processing) -
Administration 20% i$ tt,000.00i$ 13,000.001
Total I$ 55,000.00:5 65,000.00 i
28
City of Petaluma, CA L
Downtown Business Improvement District(BID) W/ r 'x •
MuniServices.-L C:-•as administering agent ! mThi,m•
435E Shaw Av nue.Box 357 �"
Fresno, CA 93710
Business Name DRAFT ATTACHMENT 5
DBA
AddressI
Address?
City,State,Zip
MuniServices Account#:
Dear Business Owner/Tax Manager
"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 tha •is due on or before May 31,2014 and becomes delinquent on June 1, 2014.
This Invoice is based and is to 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 note that employees are calculated on full time
hours (part time employees should be added together to get a full tune equivalent). Should you have any
questions regarding your zoning or employee amounts, please contact MuniServices at (866) 240-3665 or email
MuniServices Support at supporttalmunlservices.com.
MuniServices Remittance Address:
.MilniServlces, LLC • Attn: PetalumaBID
438 E Shaw Avenue Box 367 • 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 Associatio.(PDA),afteuan 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, veryfew 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 2014 Annual Report of the BID, approved by the Petaluma City Council in February 2014,
assessment funds willbe used as-follows:
32% Downtown Socurity $20,800
28% Downtown Marketing $ 18,200
20% Downtown Beautification $ 13,000
20% Administration $ 13,00Q
Total: $65;000
Please support the Downtown 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.
Sincerety Yours,
MuniServices, LLC
As administering agent for the City of Petaluma
29
' ?"'rt t t
Y , City of Petaluma; CA
2014 Downtown Business Improvement District (BID) gyp M
/fta Invoice �`y"murasswlces
Remit To: Attn:, MuniServices • 436 East Shaw Avenue, Box 367 • Fresno,CA 93710
Phone: (866) 240-3665 • Email: support(Wmuniservices.com • Website: yw9w,revds.cottl
[Business Namei
[DBA) Due cm or before: May 31, 2014
(Addtess/J Delinquent: June 9, 2014
[Add ress2)
[City, State,Zip) MuniServices Account#:
Logafion Wormation: YOUR BJD.C.ATFGOBY:
[zteet Address t.Street Add 1esS21 [Pre-print Category here)
!City, State Zip)
Downtown Petaluma:Business Improvement Dlstrict(BID).Assessment Fee Table
Retail.Restaurant and Antique Collectives: Businesses that buy and resell goods or comestibles. Examples are clothing stores.
shoe storee,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
orieola led businesses,entertainment businesses such as theaters,etc.
Lodging: Includes renting rooms by the day or week to community visitors.
Professional Businesses: Includes Architects,Engineers,Anorneys,Dentists,:DOctors,Accountants.Optometrists,Realtors,
Insurance Offices, Mortgage Brokers and most other businesses that require advanced and/cr specialized licenses and/or advanced
academic degrees. internal Jur Code=9998
Financial Institutions: Includes Banking,Savings,Loan and Credit Unions.
p tunigliMces Vy.1r;;Z znpttti itiN inasrg' ' '�Ciletict Xr,.t'tW2-o rteB egi;fle o661tWit4
lnfel:p21 Code -',y}'. ..a.....a ,t a "¢,- v../w-y.u.�i+ ^?.y (lrr,t..;.....ti» ..•.,_v sA
Retailers and Restaurants:
:;erred 1.0 0-3 employees $ 150.00 $ 100.00 $ 50.00
-leeei 1.0 4-6 employees $250.00 $ 166.00 $ 83,00
rse t.0 7+employees ,$35000 $23200 $116.00 I�
. k+ s'e. 2V, t '`.2'erieA ttltvAbrb ohaB H xr:2 i2onet.t.tt
Mterneirvidrie ._tyescrtym".ve'of8u.cs,:w r < x r^ )/.. ---r ug*r'a - h "� 't"1 xc e iO r'�
�1ntCrj7 @I•Gode ._ .a=.s.nr..;e<.�Ir y -.>z-'.nt.�- �,. ! .� Lv +.......<. y <
Antique Collectives:
Schnd 2.0 03.dealers $ 150.00. 3,100.00 $ 50.00
..cier:i 2.0 4-6.dealers $250.00. $166,00 $ 83.00
Ste et 2.0 7+dealers $35000 $,23200 $115.00
Mittifte eleie-; ,ur,,.>W.,n,.6,4 r a 1 Ort Zone ie *�Zoneeie liaG niG 2f'�'1
'f`T '`•;D 7?f,"!9rb5f8lls neSBr i z rk W a"1 e ""p rFd. fill. .St.tt tr.
;trite Yndl.GO�aY an�i�! - ,ru:trt. ..�.,X... >kn.��nt'tktu: k.t .d... .a'..rs.u..
ServiCo8 us loess es:
Solie::3.0 &.3 employees/operators $ 100.00 575.00 $ 50.00
Scted3.0 4-6 employees/operators $200.00 $150.00 $100.00
Sstsou 3.0 7t employees/operators $300.00 3225.00 $150.00
MOnt`SaSry"' 1. ,arpa sery tl'tv:of s is iNe`;".0`-.'r><x Zo n-A` sit` `' `Zond B4O*g a'" , tune`..
s111telnagS686 *35$. . ...4+u t.---_:-y.rxstu::tatt- 3ary a fh:140$;r.. � .L..J.�. €g.8-t :atvr MLitt le,2FtFtt es's
Salop 4.0 Professional Businesses $125.00 $82.00 $41.00
.Mi$e0ees ` DBtsis 2on ei `.1$. ' - 1 . � onoGct f 4
un 1 c18Cr eron fue t '. r- - C " " t
thterra Coda t' r x - ec s -
3Y r rx ^ +
Soberi 5.7 Financial Institutions $500.00 $'500.00 $500.00
kep :-va ^.es - '�- ° 'sr---Zone-4 2^ir g SLOii[gi '`•Z,r t. 6 fic sn"t-;
fie-i oceefs , vxDeacr! to ialtogiust ess' r ce(t. ec 'n SAS Y '"s �11(qt`+ ' "' 4+ ;
:itSteftia'1 COda cr !.s /v �. .... ...:-4C t�. .�-.c..x.... e.. :_e,-..,.....:. .
Lodging:
4r, 5.0 1.125 rooms $150:00 $ 150.00 '$ 150.00
r=u.co i 6.0 11-25 rooms $250:00 $250.00 $250.00
Scoe<t f..0 26+ rooms $ 350.00 3 350.00 $350.00
Enter II of oniployees,operators; dealers or morns:
(Employees are'calcuiated on full-time hours. Part-time employees should be added together to get a full-time e4t.'lvelent.)
From the table above,enter an:aunt.due: $,___-_.__-
(NaRe Checks Peyeele To: Tex Trust Account)
Returned Check Disclaimer.-Seaters July I.701S.ea"h returned item received by MuNISERVI:ES,LLr.bbe to Ineuf:Clint tuna trig to NacVCNcely retracenud to to presentees'bar)no more
the"tw Urns in an VIM to°then peyrearl ,NNISERVICES,LLC is not to any ad6aansl bank feet that will 3CCn 1 Cue to Mere seem'seen of the roromeo item Peeve see the MI
re:JlrNa o'PCk t`0 by at yotcygLassetharekakyo4tesast ,.
30
City of Petaluma
BID ( Business Update'Form
Remittance Address:.
Attn: MuniServices Y.438.East+Shaw Avenue, Box 367 e.Fresno, CA .93710 0.phone: (866) 2403665
Email: supporta(v7,muniservices.com • Website: ww•lrevds:com
.MuniServlces Account,#:
Name of Business on File:
Instructions: Please complete,this roar if you have any changes-to,your account. To ensure that we have the.
correct information regarding your business and the amount of ernployees.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 iohtaking the`time to provide updated information on this form.
Business.Name: _ Business ID.
DBE,:
Business Mailing Address: -
(Address City/St?te/Zip)
Business Physical Address:
(StreetAridress/Cay/Staie/ZIP)
Owner's Name: Owners Phone:-( )
Business Phone: ( )_ Business;Fax: ( ).
Contact Person: Contact Phone: ( ) _
Erred Address:
Description of Business:
Function of,Cornpany:. - —'
BusineOs Classification (select-all thatapplv).
11 Retail Business or Restaurant ❑'Service Business
0 Antique Collectives ❑Financier.Institution
❑"Professional Business ❑ Lodging
Type:of Business(select onei;'
❑:,Sole,Proprietorship. ❑Governmental Agency
❑',General Partnership 0 Professional Association
❑ Corporation' Q LLP
❑:LLC,—Single Member ❑Other(please:explain)
❑+-LLC -Multi Member
Form Completed By: - - - : Print.Name:
DateiSubmilted:. . .
31
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32
� CITY OF PETALUMA.
5)11 * POST OFFICE Box 61
/8 5 8 PETALUMA,CA 94953-0061
David Glass
Mayor
Claris Albeerion ,Ianliary 29,201.4 DRAFT ATTACHMENT 6
Teresa Itnrrctt
Mike.Harris
Mike Healy NOTICE OF PUBLIC }-TEARING
Gabe Kearney
Kathy Miller
Connilme,nhers 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 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.2I04 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 1, which is attached w 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 D}'BID as follows:
A. The acquisition, construction, installation m' maintenance of any tangible property
Ft new ce Department with an estimated useful life of five years or more including, but not limited to, the
I English Street following irnptovements:
Pereiheno.CI. 94952
Phone(707)773.4352
Fax(707)"8-4415
1. Benches
fimmcetignoetnhmtc.cn.us '1. Trash Receptacles
3. Decorations
General Services..
Phone I707)778-4384 E -4. Facade Improvements
Fax n077776-36a5 5. Permanent Landscaping
Purchasing
Phone(707;778-4331 B. Activities including, but notlimited to, the following:
Pen(707)778-1128
e Aida:
3bimne(atacpemhm,n.ni:u.r I. Promotion of public events which benefit businesses in the area and which
take place on or in public places within the area.
Grillo'8/i/ng
Phone(707)77E:4350 '2. Furnishing of music in any public place in the area.
Pas 1702)77,9-4423 Activities which benefit businesses located and operating in the area,
3.e2hn:!li?,:ractge,nhw_,�_Lnr including but not limited to, commercial shopping and promotional
programs; and
33
WHEREAS, under Section 6.04.100 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.
WHEREAS, the requirements of Petalnina 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 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 he
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 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 furnishing of a specified type or types of
improvement of activity within the area, those types of improvements or activities shall
be eliminated; and
WHEREAS, the 2014 DPB[D 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:
32% Security $20,800
28% Marketing $18;200
20% Beautification $13,000
20% Administration 513.000
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") arid,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 January 27, 2014 Council meeting,
at the Petaluma City Council Chambers, I I English Street, Petaluma, CA; and
BE IT FURTHER RESOLVED that a public hearing will occur on
February 24, 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, wnttert 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
I I English Street
Petaluma, CA 94952
35
•
In accordance with the Americans with Disabilities Act,, if you require special assi.srance
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. In
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,caccordance with the requiiementr of the Government Code.
1754406.1
•
36
EXHIBIT I
BOUNDARY MAP
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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 in Classification of Businesses: None?areproposed.
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
• 32% Security $20,800
• 28% Marketing $18,200
• 20% Beautification ,
$13
a 20% Administration $13;000
Total: $65,000
BID 2014 Proposed Projects _;
Projected Revenue _ I —
--
TolaIPOSSible 'S 85,000 proecled from total district data_
Expected I$
55,000 assung fi 5: c011ecllons
Proposed Projects I Expiated Possible I
Nos
SecutPavots ■$ 3,700 I :Private sea:dtypatrols Thurs-Sat tOom-4am 52 weeks
Additional severity, I$ -2,000._ Heightened security during holidays and peak Mmes
AT&T Internet to host camera equip ••S _ 3500 I Monthly Internet
AT&T camera contract 13
—._._...___.__.._ .... Lease of•qii mem e�ires 5/2016
_—
AT&T smart net meipaenance : •300 I Software maintenance
Maintenance and repair . ;$ Q3W j !Caera m ain tenan ce and repair we akly
_ _
Security ati 32% 'S17,600 I$ 20,800.00
s!inati1
Deenmark@ling opvmtowny8 2 4 dpi I !Destination marketing ads&editorial.in Chamber&UlsilOrs guide_,..____-._-__-__
Sonoma Magazine 1 E :1,200 Oawnlovm marketing
Sidewalk Sae ,b 1,000r Street banner 5400 edd'lonat banners f W advertising$500__
Harvest Onys event .$ $600 Banners,posters,flyers,radio'.online and prints ads social matlia._„_.. .,.__
Yalt
Trick r Reat $ 700 Porchant Open ads house,bons
Holltlay Merketing season Ib S,9W� Merchant Open hqusq balloonsaiorse8wagon,enl rtalnmenl_(yers,posters.ads
Holiday anop0ingyl0 g_uae Sonoma w 1$ 1.200 I ISunoma county Press domocraUArgus/Bahamian
Online ads Press Democrat t5 300 Online ad click through to websde --
Holdaysnhting_gdlgude.MaM I:S- 600 Mostcountry7tl reimbursements meta of 1. 88 net cost 5295
Hol day lighting__ I$ _295 I IC sl was$1,571 relmburcemen`s of$1 386 net cost 5295 to light up Putnam Plaza and Trees
Radio ad campaign. - I S 439 Radio ads E2440,reimbursement 51950 net 5439
Marketing S f5,a,0.00 S fe,20o.00 - _
Holida Decorations _ l i_ 5,004 70 HoliEay banners,-8 wreaths installs br upantl down;cleaning,uptlptiny and storage
Y.-_
Sidewalk i ples for g2moo FS 5,500 Downtown t supplies r grand' l cleaning-up - _ - _.__.
Paint supplies for graffiti clean-up 15 500 Paint supplies for�afl'il tlean-up supported by community volunteers
Beautification 20% I• 1t,00000i$ 13,000.00
Adminislralion Casts s 1.300 IWebsileupdates and maintenance
710 ___—(Telephone 8 PG&E
_ 5 1.9501 ;Wanes R benefits
..___.___
_ —__0..1_._ _._.__
2001 tolD processing ocessing(I ..........—....._.__.....-
'- - '$' 8.400;----�- 1910 pmcessln9 Onclutles public noticing and payment plceessin9l.
Administration ZO% S 11,000.001 S 13,000.00 i -
lTotal I $ 55,000.00;3 65,000.001 I
38
Security - 32% - 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 arc 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 - 20% - Collected funds go to the day-to-day operations of the
FDA office. Cost centers include, rent, salary expense, and event coordination
(implementation of downtown events like Butter and Egg Days, Antique Faires
(2), An and Garden Festival, etc.).
39
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 welbas 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, Aceouitants, Optometrists, Realtors, Insurance Offices, Mortgage
Brokers and most other businesses that require advanced and /or specialized
licenses and/or advanced academic degrees.
• Financial institutionsi°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 Emp/Operators) $100 $75 $50
Businesses (4-6 Emp/Operators) $200 S150 $100
(7+-Emp/Operators) $300 $225 $150
Professional $125 $82 $41
Businesses
Financial $500 $500 $500
Institutions
Lodging (1-10 Rooms) $150 $150 $150
(1.1-25 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.
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