HomeMy WebLinkAboutResolution 2014-016 N.C.S. 1/27/2014Resolution No. 2014-016 N.C.S.
of the City of Petaluma, California
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 I, 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. Fagade 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,
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,
Resolution No.2014-016 N.C.S. Page I
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.
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.
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,
WhIEREAS, 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:
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.
Resolution No. 2014-016 N.C.S. Page 2
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, 1 I English Street, Petaluma, CA.
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 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.
Under the power and authority conferred upon this Council by the Charier of said City
REFERENCE: 1 hereby certify the foregoing Resolution was introduced and adopted by the Mtoovrm
as to
Council of the City of Petaluma at a Regular meetingon the 27th day of January, :
2014, by the following vote:
City ttorney
AYES: Albertson: Barrett, Mayor Glass. 1-larris. Vice Mayor Kearney, Miller
NOES:
None
ABSENT:
None
ABSTAIN:
Healy
ATTEST:
City Clerk
i;��
Mayor
Resolution No. 2014-016 N.C.S. Page 3
Exhibit 1 to Resolution
DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT
ANNUAL REPORT, BUDGET AND MAP FOR 2014 FISCAL YEAR AND 2013 FISCAL YEAR
BID FUNDS RECEIVED 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.
Downtown Petaluma Business Improvement District
2014 Budget Allocations
• 32%
Security
$20,800
28%
Marketing
$18,200
• 20%
Beautification
$13,000
• 20%
Administration
$13,000
Total:
$65,000
BID 2014 Proposed Projects
Projected Revenue
Totpal Possible
$ 65,000
from total district data
Expected
$ 55000
_projecte
assuming85% collections
Proposed Projects
Expected
Possible
Notes
Security Patrols
$ 3,700
1
(Private security patrols Thurs-Sat 10pm-4am 52 weeks
Additional security
$ 2,00 1
1
1Heightened security during holidays and peak times
AT&T internet to host camera equip
$ 1,500
Monthly Internet
AT&T camera contract
{I
$ 3,500
Lease of equipment expires 5/2016
AT&T smart net maintenance
$ 600
Software maintenance
Maintenance and repair
$ 6,300
Camera maintenance and repair weekly
Security 32%
$17,600
18 20,800.00
Destination marketing downtown
$ 2,400
1 Destination marketing ads & editorial in Chamber & Visitors guide
Sonoma Magazine
$ 1.200
1
Downtown marketing
Sidewalk -sale
I $ 1,000
1
Street banner $400, additional banners $150. advertising $500
Harvest Days event
$ 2.400
1
Banners, posters, flyers, radio, online and tints ads -social media
Trick or Treat
$ 700
Posters, maps, ads, balloons
Holiday Marketing season
1 $ 4,g00
I
Merchant open house, balloons, horse & wagon, entertainment, flyers, posters, ads
Holiday shopping gift guide Sonoma cc
1 $ 1,200
Sonoma county Press democrat/Argus/ Bohemian
Online ads Press Democrat
1 $ 300
1
Online ad click through to website
Holitlay shopping gift guide Merin
S 600
Marro country. ads (paid $1,500 offset by Visitors Program)
Holiday lighting
$ 295
Cost was $1,571 reimbursements of $1,388 net cast $295 to light up Putnam Plaza and Trees
Radio ad campaign
Marketing 28%
$ 439Radio
E 16,461t 00I
E 18, 200. 00
ads $2440, reimbursement $1950, net $439
Holiday Decorations
$ 5,000
170 Holiday banners, 8 wreaths installation up and down, cleaning, updating and storage
Sidewalk steam cleaning
$ 5,500
Downtown core sidewalk cleaning
Paint suppliesfor graffiti clean- up
$ 500
(Paint supplies for graffiti clean-up supported by community volunteers
eeautuication 2D%
E 11,000. 00
1 E 13,o00.00I
Administration costs
$ 1,300
1
Website updates and maintenance
$ 710
1
lTelephone & PG&E
$ 400
1 Insurance
$ 1,950
Wages & benefits
$ 240
Office supplies
$ 6 400
I
BID processing (includes public noticing and payment processing)
Administration 20%
1 E 11,000.00
E 13,000.00
Total
I $ 55,000.00
$ 65,000.00
Security - 327. 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.)
Resolution No. 2014-016 N.C.S. Page 4
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.).
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 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)
1250
166
83
7+ Employees)
$350
232
$1 16
Antique Collectives
1-3 Dealers
150
$100
$50
4-6 Dealers
250
166
83
7+ Dealers
$350
$232
$1 16
Service Businesses
1-3 Em /O erators
$100
75
50
4-6 Em /O erators
200
150
$100
7+ Em /O erators
300
225
150
Professional Businesses $125 $82 $41
Resolution No. 2014-016 N.C.S. Page 5
ZONE A
ZONE B
ZONE C
Financial Institutions $500 500 500
Lod in
1 -10 Rooms
$150
150
150
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.
Resolution No.2014-016 N.C.S. Page 6
Petaluma Downtown Association
Bid Fends Received and expendi tyres
For Fiscal Year Ending June 30, 2013
BID Percentages
28%
50'1 20% 2% TOTAL
Date
Transaction TorFrom.
Description
Marketing
Security Beautification Admin
07.01.12
Beginning Balance
4,387.26
17,521.54 13.291.84-3,053,63-3796.07
07 30 12
Deposits
Bic Income
9,653.00
17,237.50 6.895,00 689.56 34.475,00
08,17,12
Deposits
Bid Income
790.44
141150 564,60 56<6 282300
10.05.12
Deposits
Bld Income
858.76
1,533, 50 613.40 61.34 3,067.00
11.08.12
Deposits
Bid Income
1.102.08
1.958.00 787.20 7872 3936.00
12.17.12
Deposits
Bid Income
346,08
616.00 247,20 2472 1236.00
1.25.13
Deposits
Bid Income
63.00
11250 45.00 4.50 225,00
2.11.13
Deposits
Bid Income.
1,669,08
2,980.50 1,19220 119.22 5,961,00
03.12,13
Deposits
Bid Income
2,861.88
5,110.50 2,044.20 20442 10.221.00
04.16.13
Deposits
Bid Income
1727.88
3.085.50 1,234,20 12342 1.00
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
1,511.75 604.60 6046 3023.25
Subtotal
23.32946
41,660.00 16,663.90 166639 8331975
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 Oriental Trading
-30.97
10.26.12
credit card Backpage
-100
11. 1.12
3196 North Bay Bohemian
Trick or Ti trail
-100,00
11.08A2
deposit
Trick at Treat trail
40.00
11.14A2
3207 Lisa Krieshock
Harvest Days
300.00
11.14. 12
3206 North Bay Bohemian
Trick or I real trail
-256 00
11.14,12
3209 Petaluma Post
Christmas shopping ads
-198.00
11.14.12
3212 Wine Counay Radib
Harvest Days
-530.00
11. 19.12
Reimbursed Facebook Ad
Harvest Days
-20.00
11.26. 12
3216 Arlen Kwan - Bel Canto desire.
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 Biz
XmasShoppingads
-28C.00
11.28.12
3220 Pacific Display Inc
Holiday Decor
-4 70000
11.2E.12
3222 Patrick Pother
Xmas Open House horse & a
55000
11.30. 12
deposit Merchant Deposits
Halloween Trick or treat.
140.00
11,10,12
deposit Sold Xmas lights
Reimbursed holiday lights
996.00
11 30.12
deposit Sold rzoioladsllign[s
Reimbursed, ads, lights
1, 38E.00
11.28,12
credit card Fotolo
Xmas ad image for ads
-1300
11,28. 12
credit card Petaluma Mail Depot
Xmas Open House dyer
-75 60
11.26. 12
credit card Baokpaoe
Xmas Open House
-2,90
Y1.28. 12
credit card Grocery Outlet
Candy for Trick ar Treat
-17.58
11.28,12
credit card Petaluma Mail Depot
Xmas Open House flyers
-270.00
11,28. 12
credit card Craigs Party Store
Trick or treat balloons
-116,72
12.06. 12
3230 All Signs
Xmas Open house banner
-78.12
12.06,12
3233 North Bay Bohemian
Holiday snapping/events ad
.232 00
12.06.12
3237 Press Democrat
Harvest Days
-1,609.83
12.05.12
deposit
Holiday Radio ad reimb
20,00
12.05,12
deposit
Holiday Radio ad reimb
250.00
12,06.12
deposit
Holiday Radio ad reimb
11000
12.06.12
deposit
Holiday Radio ad reimb
250.00
1206.12
deposit
Holiday Radio ad reimb
Nat)
12.13.12
3241 Morin Independent Jrnl
Holiday Shopping ad800
00
12, 17. 12
deposit
Trick or Treat trail
40.00
12.17.12
deposit
Holiday Gift Guide
556 00
12. 19.12
3249 Press Democrat
Xmas Shopping ads
-000.01
12, 19, 12
3249 Press Democrat
Xmas Shopping ads
.24.45
12.27.12
Credit cord Petaluma Mail Depot
Holiday Open House handout
-76,60
1.16.13
Credit card 01 Lew
Xmas Lights
-1,671.29
1.16.13
Cretin 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
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
-6moo
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
3262 City of Petaluma
Harvest Days
-26.00
1.28.13
3282 City of Petaluma
Sicewalk walk sales
�26 00
2: 14.13
deposit Holiday Gift Guide
Reimbursed Ads
232.00
2.14,13
dextut Holiday Radio
Reimbursed Ads
5000
02.20,13
32S7 Bicycle Bull Boards
Bil'board advertising
-205.00
12.08. 12
credit card Crags Party Store
Holiday Open House balloons
-53.75
12.08. 12
credit card Starbucks
Volunteer coffee Open House
-11,15
12,08,12
credit card Rex Hardware
Plaza Xmas Lights timer
-11.33
11,19.12
Reimbursed Facebock Ad
Sidewalk sale ad
-9.89
10.24.12
3186 Rai Building Mince
Sidewalk cleaning
-9;060.00
7.17.12
3072 First Alarm Security, In c
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
9.2512
3191 First Alarm Security, Inc
Security. Services
-303.00
Resolution No. 2014-016 N.C.S. Page 7
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, 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
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
8,79. 12
3122 AT&T
Camera Security
-99,27
9.13. 12
3138 AT&T Capital Services Inc
Camera Security
-1.792,33
10.04A2
3161, AT&T
Camera Security
.105.87
10.10. 12
3172 AT&T Capital Services Inc
Camera Security
-i 79233
11.L12
3189. AT&T
Camera Security
-101.75
11.14, 12
3206 AT&T Capital Services Inc
Camera Security
-7 792,33
12.6,12
3231 AT&T
Camera 5ecudty
-10)69
12.1312
3240 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 Seoul try
-i 79233
2.?J3
328C AT&T
Camera Security
-11177
2.13. 13
3293 AT&T Capital Services Inc
Camera Security
-1.792.33
3.6. 13
3313 AT&T
Camera Security
-123.55
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 29-133
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 Mdmpth,tces
Bid Processing
-253,00
7.1.12-6.30. 13
Bid Share of admin costs
Website
-68.59
7.1,12-6. 30.13
Bid Share of admin costs
Wages
1,276,86
7 1.12-6.30 13
Bid Share of admin Costs
UlTatirs
-25.36
7.1.12-6.30. 13
Bid Share of admin costs
Telephones
-93,79
7.1.1M 30. 13
Bid Share of admin costs
Rent
-12A0
7.112-6.30. 13
Bid Share of admin Coss
Public Relations.
-36.88
7.1.12-6.30,13
Bid Share of admit) costs
Professional Fees
-149 65
7.1.12-6.30.13
Bid Share of admin costs
Office Supplies & Postage
14987
7.1.12-6.30:13
Bid Share of admin costs
Payroll tax Expense
-116.22
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 M 2-6.30.13
Bid Share of admin costs
Employee Beneirte
-268.29
7.1.12-6:30.13
Bid Share of admin costs
Dues & Subscriptions.
-28,64
Total BID expenses
-11.986.39 28,06266-9060.00
2,804.77-51.913.82
6 30,13
Encino balance BID
15,730:33-3,924.20 20,895,74
-5,092.01 27,e09.66
Rosolution No. 2014-016 N.C.S. Page 8