HomeMy WebLinkAboutAgenda Bill 3.E 12/20/2010A - Item # -3.E
DATE: December lff, 201`0
TO:
FROM:
SUBJECT:
Honorable Mayor and Members of tjX City Council through City Manager
Marc Puckett, Finance Directo
. Resolution. to Approve the 2011 Downtown Petaluma Business Improvement
District Annual Report and Related Budget; Declaring the Intention to Levy the
2011 Annual, Assessment, and Setting a Public Hearing on the Proposed 2011
Annual Assessment
RECOMMENDATION
It is recommended that the City Council adopt the attached Resolution Approving the 2011
Downtown Petaluma Business 'Improvement District Annual, Report and Related Budget,
Declaring the'Iritention to Levy the 2011 Annual Assessment for the District and Setting the
Public Hearing, on the Proposed'2011 Annual Assessment.
BACKGROUND
In November 2000, the Petaluma City. Council adopted Ordinance 21.04 N.C.S., establishing the
Downtown Petaluma Business Improvement District (DPBID).. In the Ordinance, a Board of
Directors is established to administer the affairs of the District. Under section 6.04.100 'of the
Ordinance,. the. Board of Directors must present the City Council with an Annual Report and
related budget information for review and approval prior to adopting a Resolution of Intention to
levy an annual assessment. The fiscal year for the 131D begins 'on January l
The 2011. Annual .Report does riot propose to change the district 'boundaries or increase the
assessment or modify the method of assessment.
The types, of improvements and activities included in the 2011 proposed 'budget for funding by
the lev y of assessments on businesses in the District are as follows:
• 50% Security $32,500
.•. 28 % Marketing .$'18,200
• 2Q %, Beautification $13,000
•2% Administration $ 1,300
Total: $65,000
Agenda Review:
"' City Attorney Finance Director City Manager
DISCUSSION
Pursuant to section 6.04.100 of the enabling ordinance, 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 Aef provisions regarding public
notice and. hearing prior to establishing the benefit assessments for the following fiscal year. It is
recommended that the public hearing'be held on January 24, 20H. 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.
FINANCIAL IMPACTS
Over the past ten years, the BID has received the following from assessments:
0 2001
$27,633.
0 2002
$37,202
0 2003
$23,862
0 2004
$53,300
® 2005
$51,379
0 2006
$54,054
0 2
$57,110
0 2008
$54,644.
0 2009
$49,932
0 2010
$55,757
Although the City collects direct costs from the BID process, such as mailing and legal expenses,
staff time to manage the agenda. process, billing and collections is not currently reimbursed
although staff will be exploring options for obtaining reimbursement of City costs.
Approximately 5 members of the Finance Department are involved with the various procedures
necessary to carry out the BID agenda process including billing and collection totaling 250 -300
ho'u'rs annually. The process begins with preparing the 2 different agenda items and includes
working with staff at the DBID to assure their required reports are part of the agenda item. A
public notice must be published and a mailing to all the business owners must occur.
Approximately 650 mailings go out that include approximately 3 inserts notifying them of the
Public Hearing which, in this case, will occur on January 24, 2011. Once the resolution is
adopted levying the annual assessments, the billing process begins. Since the payments are tied
to the Business Tax Certificate issuance, the payments for the BID must be monitored. and cross
checked manually. Phone calls from the business owners must be fielded and redirected to the
DBID staff if possible.
ATTACHMENTS
1. DPBID Annual Report, Budget and Map for 2011 Fiscal Year
2'. Resolution Approving 2011 Annual Report and 2011 Budget and Declaring Intention to
Levy Annual Assessment
3. Ordinance 2104 N.C.S. (Exhibit 1 to Resolution) with Exhibit A to Ordinance
4. DPBID Annual Report (Exhibit 2 to Resolution)
5. Letter of Correspondence and Financial Information from the Petaluma Downtown
Association
6. Draft BID Invoice and Letter to Business Owners with Attachments
DOWNTOWN PETALUMA -NESS IMPROVEMENT DISTRICT
FY 2011 ANNUAL REPORT, BUDGET AND MAP
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. S'urplus/Deficit Carried Over. from Prior Year: None.
6. Contributions from Other Sources: None
Downtown Petaluma Business Improvement District 2011 Budget Allocations
® 50 % Security $32,50.0
m 2.8% .Marketing $18,20'0
® 20 1 /6' `Beautification $13,0.00 -
® 2 9 /6 Administration . 1,300
Total: $65,000
Security - 50% - The PDA contracts for coverage of the general downtown area
to be performed on a regular nightly schedule. (The administration of this contract
is not to be confused with'a separate contract not paid for with BID funds for the
Keller Street Garage.)
Marketing - 28 % - These funds are used to supplement additional funds paid by
individual merchants 'for the combined marketing efforts to create public
awareness of events occurring in the downtown; i.e., Sidewalk Sale, Trick -or-
Treat Trail, and other downtown events such as those listed under
"administration." PDA develops joint marketing agreements with the merchants
using these funds and utilizes the combined buying power of the PDA and
Merchant community to obtain favorable prices for advertising that would not
, ordinarily be available to the individual merchant.
Beautification 20% - A volunteer committee meets to consider requests for
investing in beautification projects downtown.
Administration 2% Collected funds go to the day -to -day operations of the
. PDA office. Cost centers include rent, salary expense, . and event coordination
(implementation of downtown events like Butter and Egg Days, Antique Faires
(2), Art and. Garden Festival, etc.).
® 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.
o' 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 communityvisitors.
® 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:
T Institu tions Includes Banking, Savings, .L;oan and'.Credit Unions.
- ® :
Assessment by 'Igoe .of,Rusiness 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
$1,00
$50
Collectives (4 -6 Dealers)
$250
$166
$83
(7+ Dealers)
$350
$232
$116
Service (1 -3 Ernp /Operators)
$ 100
$75
$50
' Businesses (4 -6 Emp /Operatots)
$200
$1.50
$100
(7+ Emp /Ope_rators)
$300
$225
$150
'Professional
$125
$82
$41
Businesses
Financial
$500
$500
$500
Institutions .
Lodging (1 -.10 Rooms)
$150
$150
$1.50
(l.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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a
ATTACHMENT 2
Resolution No. N.C.S.
of the City of Petaluma, California
RESOLUTION APPROVING THE 2011 DOWNTOWN PETALUMA BUSINESS
IMPROVEMENT .DISTRICT ANNUAL REPORT AND RELATED BUDGET; DECLARING
THE INTENTION TO LEVY THE 201 ANNUAL ASSESSMENT FOR THE DISTRICT;
AND SETTING A. PUBLIC HEARING ON THE PROPOSED 2011 ANNUAL ASSESSMENT
WHEREAS,on November'20, 2,000, in accordance with Calrfornia Streets and Highways
Code; Section 36500 et seq: ( "ihe,Aci" ), the: Petaluma City Council adopted Ordinance 2104
N.C.S.; later codified as Chapter" 6 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 nlade a part of this Resolution ; and
WHEREAS, Section ,6.04;050 of the Petaluma Municipal Code lists the types of
improvements and activities that-maybe 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 p which benefit businesses in the area and which take
, public events whi
place on or m 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
7
'WHEREAS ', the i
re urements of Petaluma Municipal C
requirements p ode Section 6.04..100 are in
accordance with the Act, which establishes annual procedures governing the levy of assessments
pursuant to the Act, including preparation of an annual report, .adoption,.of a resolution of intent
giving notice of a public hearing at which written and oral protests, may be made concerning levy
of an, annual assessment, and adoption of a resolution approving the annual report and levying
the assessment; and
WHEREAS, Section 36535 of the Act . provides that public hearings on levy of annual
assessments pursuant to the Act must be conducted in-accordance With Sections 36.524 and
36525 of the Act,.which provide as follows:
A. The City. Council. shall hear and- consider all protests against the establishment of the
urea, 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 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 ofthe finding of a majority protest by the City Council.
E. If Ak 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 el`i'minated; and
WHEREAS the 20 1 11 DPBID Annual Report proposes no changes in the boundaries,
method- of ,assessment or rate of assessrrent related to .the DPBID; and the proposed DPBID
2011 Budget'' establishes the following budgetary priorities with estimated revenues, and
expenditures:
50% Security $32,500
28 %° 'Marketing $18,200
20 % Beautification $13,000
2% Administration $ 1,300
Total: $65,000
WHEREAS, the 2011 Annuaf Report of the DPBID is on' file at the City Cl,erk's office
for public review and contains a full and detailed description of the DPBID improvements and
activities to be provided for the' 20'11. fiscal ye'ar,.the boundaries of the DPBID.and any.beriefit
zones' within the DPBID, and the proposed assessments to be levied on businesses in the DPBID
for the 2011 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 2011 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 2011 Annual Report and Budget at their December 20, 2010 Council
meeting, at the Petaluma City 'Council Chambers, 11 English Street, Petaluma, CA; and
BE IT FURTHER RESOLVED that a public hearing will occur on January 24, 2011, 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 2011. At the hearing, written and
oral protests may be made in accordance with California Streets and Highways Code Sections
36524 and 36525. '
L In accordance with the Americans with Disabilities Act, if you require special assistance
to pdrtfcipate`i'n this meeting, please contact the City Clerk's Office at (707) 778 -4360 (voice) or
(707) 7784480 (TDD). Translators, American Sign Language interpreters, and /or assistive
listening ,devices' for individuals with hearing disabilities will be available upon request. A
fiiininzurii 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,beenposted in accordance with the requirements of the Government Code.
E ` 9 ' r . a ATTACHMENT 3
ORDINANCE EXHIBIT 1 TO RESOLUTION
DU 2 02000
1 ORDINANCE NO. 2104 N.C.S.
2
3
4
5 Introduced by Councilmember. Seconded by'Councamember
6
7. Matt Maguire Pamela Torliatt.
10
11
,12 AN ORDINANCE COUNCIL OF THE. CITY OF PETALUMA,
13 CALIFORNIA, ADDING, CHAPTER, 6.04 TO THE PETALUMA MUNICIPAL CODE
14 ESTABLISHING THE DOWNTOWN PETALUMA
15 BUSINESS IMPROVEMENT IDISTRICT
16
17 RECITALS:
18
19 WHEREAS, on September 18, .2000, the City Council of Petaluma, on behalf of the City of
20 Petaluma, (the "City "), adopted' Resolution 900 -177 N.C.S. (the "Resolution " "), declaring its
21 intention to establish a Paiking 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 saidi 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 1.989, 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,
3,1
32`. WHEREAS, said',public has been held and the City has heard and considered
3.3 all .oral and written protests and, other comments regarding such proposed actions; and,
Ord. 2104 NCS` Page 1
I WHEREAS, protests in writing', - fiom businesses in the proposed' District paying 50% or more of
2 the.proposed:assessment have not been received; and,
3.
4 WHEREAS, this City Council has now determined to establish the proposed District as a
5 Parking and Business Improvement Area, to provide for the imposition of a benefit assessment
6 and to adopt an ordinance to such effect; and,
.7°
8 WHEREAS, in the opinion of this City Council, the businesses within the District will be .
9 benefited by the ekpenditure of the hands raised by'the assessments'levied - hereby * in the manner
10 ' prescribed herein; and
12 WHEREAS, this City Council may,, for.each of the purposes set forth in Section 36510 & 36513
13 of the Act, establish one or'more separate: benefit zones based. upon the` degree of benefit derived
14 , from the formation of the District, and may impose a tiered assessment or charge within each of
15 the benefit zones; and,
16
17 WHEREAS, all provisions of the Act applicable to the establishment, modification, or
18 disestablishment of a District shall, apply to the establishment; modification, or disestablishment
19 of benefit zones pursuant to the Act, and the establishment or the modification of any benefit
20 zone shall follow the same procedure :as provided for under .the establishment of a parking and
21 business improvement district; and the disestablishment of a benefit zone shall follow the same
22 procedure as provide for disestablishment of a District; and,
23
24 WHEREAS, upon the request of the District Board of Directors, this City Council shall
25 commence the: proceedings required by law to amend the boundaries, assessments, or. charges
26 established pursuant to this Ordinance subject to approval of the Board of Directors of the
27 District. as expressly provided for herein; said modifications being made pursuant to the
r,
28 procedural re'quirements'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
3.0 physical 'improvements in the District, and,
31
Ord. 2104 NCS
Page 2
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WHEREAS, adjustments may be .'made in the assessments° or' charges to businesses in the
District, or _ in the•. uses ,to which the revenue shall be ;put, as specified in this Ordinance arid -.
subject to Board approval, provided such changes are made by a supplemental Ordinance
adopted after a hearing before the City Council; and,
WHEREAS, for" purposes of the assessments. or charges to he imposed pursuant to this
Ordinance this City . Council may, make a reasonable classification of businesses, givirig .
consideration to various factors, including general benefit to businesses and the degree of benefit
receive
d.from District '.pr6g'rams; and,
WHEREAS', the assessments' or;.charges levied on businesses pursuant to this Ordinance shall, to.
the maximum .extent feasible, be levied on the basis of the esfimated benefit to the businesses
within the District.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PETALUMAA DOES
ORDAIN AS FOLLOWS:
Section 1. Resolution of Intention, Public Hearing and Findings:., The Recitals hereof, which set
forth -facts regarding the adoption of Council Resolutions the conduct of public hearings and
certain findings of the City °Council,:are true and correct and incorporated herein by reference.
Section 2 . CHAPTER 6.04 is hereby added to the Petaluma 'Municipal Code, providing as
follows:
CH' TER.6.04 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT.
6.04.010 `Definitions;
In order to distinguish between District businesses and for the purpose of calculating and
apply,.ing,the amount:of assessments owed, the following definitions shall apply:
Ord. 2104 NCS
Page 3
I
A.
Retail Businesses: "Retail Businesses" include all businesses not covered by other
2
definitions set out in this section, at least fifty percent (50 1 /6j of whose gross income is
3
derived from "retail sales" as' that term is defined under the California Sales and Use Tax
4
Law. The fact that a substantial part of its business consists of sales other than retail sales
5
does not exclude said business from this classification so long as such other business
6
component does not account for more than fifty percent (50 %) of said business' gross
7
income;
8
9 ,
B.
Restaurants: - "Restaurant" ;businesses - include ..cafes,, -eating establishments, sandwich
10
shops, dinner houses, restaurants and fast food services and,other:sirrular 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 combinei retail and product services.
16
Examples are appliance stores, most automotive- oriented businesses, repair shops,
17
repairing and servicing 'businesses and service stations. Other businesses of a general
18
service -type nature such as general office, news and advertising media, printers, renting
19
and leasing businesses, utilities, vending machine businesses, household finance
20.
companies, entertainment ,businesses and other similar businesses not otherwise included
21
in categories a, b, c, e, f,, or g are included in this section;
22
23
E.
Lodging: "Lodging" businesses include inns, hotels, motels, RV Parks and other similar
24
businesses;
25..
26
F.
Professional: "Professional" includes attorneys, architects, accountants, engineers;
27
surveyors, physicians, 'dentists, optometrists, chiropractors and others in a medical /
28
health service .field, consultants, real estate brokers, financial advisors, laboratories
29
(including dental and optical), hearing aid services; artists, photographers and designers.
3.0
.31
Ord. 2104 NC
Page 4
1 G. Financial: Banks, savings & loans, credit unions, etc.
. 2.
3 : H. Calendar Year: "Calendar Year" means January 1 si, to and' including December 31 st 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.
• •
9 6.04.020 Establishment of Boundaries. `
10. A Parking and .Business Improvement, District is hereby established -pursuant to the Parking and ' ` -
.
11 Business Jmprovement Area Law of 1989, Streets and Highways Code S'ection' 36500 et seq. The
12 boundaries of the District and the° benefit zones within the District shall, tie as set forth on the
13 Exhibit "A ", as attached to the Ordinance adopted to create said District and incorporated herein
14 by reference. This District shalh'be 'known as the "Downtown Petaluma Business Improvement
15 District" (the "District").
16
17 6.04.030 Establishment of District Board of Directors.
18 There shall be a Board of Directors ('Board ") of the District to administer the affairs of the
19 District. Said Board shall be constituted of businesses within the 'District. Within the Board there
20, shall be a President, Vice - President, Secretary and Treasurer elected by the membership, and
21 such other officers as deemed necessary by the Board. Such other officers shall be appointed by
22 the Board of Directors at their discretion. All voting within the District regarding election of
23 Board Members and any actions regarding the normal and. routine conducting of District
24 Business: shall be based on one (1) vote per assessed dollar, and said business must be current in
25' payment of their District assessment(s) to participate in such votes.
26
27 6:04:040 Establishment of Benefit Assessment.
28 All businesses trade's and professions located within the District boundaries shown on the
29 E>"bit "_A" .referenced in Section 6.04.030, shall, commencing January 1, 2001, pay an annual
30 b'enefi't assessment to the District in an amount adopted by Resolution of the City Council of the
31 City of Petaluma.
Ord. 2,104 NCS
Page 5
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
businesses m the Distnct.a
3 re as follows:
4
5 A. The acquisition, construction, installation, or maintenance of any tangible property with
6 an estimated useful 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 events which benefit businesses in the area and which take
16 place on or in public places within the area
17 2 Furnishing. of, music in any public place in the area;
18 3 Activities which 'benefit businesses located and operating in the area, including
19 but not lin ited , to commercial shopping and promotional programs.
20
2.1 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.
2 . 5 •:
26 6.04.070' New Business, Assessment Waiver.
27 Ariy 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
3.0 an existing `business that 'has changed ownership or location within the District. City agrees to
31 suppl y jhe District with,timely information regarding new businesses initiated within the District.
Ord. 2104 NCS
Page 6
r
1 6.04.080 Collection of llDowntown')Ben6fit 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 rTiodified. as a result the contribution, nor shall said contributing business
9 be considered a member of'the District for voting or other, purposes. - " However, said business
- 10 'making a voluntary contribution may be entitled to .participate in the programs of the District
11 upon a finding by the Board of Directors that-the District derives a benefit from said business'
12
,participation in the program.
13
14 6.40.100 Annual Budget Process.
15 Pursuant to the Act, it shall be °necessary for the District Board of Directors to present an annual
16 budget for City Council review and approval prior to the beginning of each Fiscal Year. The
17 purpose of this process is to comply with the Act provisions regarding public notice and hearing
18 prior to establishing the benefit assessments for the following Fiscal Year. City shall not adopt,
19 modify or otherwise amend any r Fiscal' Year budget of the District that is inconsistent in any way
20 with said Fiscal Year's budget a& agreed to and presented by the District Board of Directors
21 except in the case of a written majority protest (regarding elimination or modification of any
22 specific budget item) from business owners which will pay 50 % or more of the assessments
23 proposed to be levied as to any :specific budget item pursuant to GC Section 36525 (b). In such
24 ease 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
1 6.40.120 District Proceed "s Do Not`OflFset City Services.
2 . City specifically finds ,and° declares that the funds derived from 'the 'District shall not be used to
3. offset or diminish current maintenance, capital improvement programs, including but not limited
4 to, public property and sidewalk cleaning, street cleaning. and maintenance, tree maintenance,
5 restroom cleaning and maintenance. The City is not bound or obligated to any specific amount
6 of funding to the District.
8 6.40.130 IDisestablishmentofthe District.
9 Proceeding . to disestablish . the Ibisirict shall be initiated by the City Council following the
. p P Y g y
10 .,:Presentation of a etition:to the City Council signed b business owners paying 50% or more of
11 the' assessments levied in the District.. °Proceedings to disestablish' "the 'District shall follow the
12, procedures set forth in GC Section 36550. The City Council shall disestablish the District if,
13 following the public hearing prescribed in Section 36550 (b); written protests are not withdrawn
14 as to reduce the protests below the 50% level. In the event of disestablishment of the. District,
15 remaining revenues of the District shall be refunded to paying business owners in a pro -rata
16 manner calculated in the same manner as was used to establish the most recent assessments
17 applied in the District.
18
19
20
21
22
23
24
25
26
27
28
29
Section 3 . If any section, subsection, sentence, clause or phrase of this ordinance is, for any
reason, held to be invalid or unconstitutional, such invalidity of unconstitutionality shall not
affect the validity or constitutionality of the remaining portions of this ordinance, it being
expressly declared that this ordinance and ,each section, subsection, clause and phrase hereof
would have been prepared, proposed, adopted, approved and ratified irrespective of the fact that.
any one , or more other sections, subsections, sentences, clauses, or phrases be ,declared invalid or
unconstitutional.
Section.4 The ordinance shall take effect upon the thirty-first. (31st) day after its final passage.
Ord. 2104 NCS
Page 8
17
I 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
8
9 ABSENT: Non6..
10
11 AB8TAII-N
12
13
14 Mayor
15
-
16 ATTEST: APPROVED 'A -- TO-F- RM:
17
18
19 ClClerg City Attome(
Ord. 2104 NCS Page 9
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Downtown Petaluma Business Improvement District
FY 2011 Annual lteportand Budget
1. Changes in Bounda_ ties: None are proposed.
2. Changes in the Basis or Method of Assessment:- None are proposed.
3. Changes an :Classi4icafion 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.' Coritrilutions from Other Sources: No
Downtown Petaluma Business Improvement District,
2011 Budget Allocations
® 50% Security $32;500
® '28Oo :Marketing $1- 8';200
® 20 1 /o Beautification $13,000
® 2% Administration $ 1,30:0
Total: $65,000
Security - 50% - The PDA contracts for coverage of the ;general downtown area
to be performed on a regular nightly schedule. (The administration of this contract
is not to be confused with a separate contract not paid for with BID funds for the
Keller Street Garage.)
Marketing 28% - These funds are used to supplement,. additional funds paid by
individual merchants for the combined marketing efforts to create public
awareness of events occurring in the downtown; i.e., Sidewalk Sale, Trick -or-
Treat Trail, and other downtown events such as those listed under
"administration." PDA develops joint marketing agreements with the merchants
using these funds and utilizes the combined buying power of the PDA and
merchant- community to obtain favorable prices for advertising that would not
ordinarily be available to the individual merchant:
Beautification 20 %0 - A volunteer committee meets to consider requests for
investing in beautification projects downtown.
Administration 2 % Collected funds go to the day -to -day operations of the
PDA. office. Cost. centers include rent, salary expense, and event coordination
(implementation of downtown events like Butter and Egg Days, Antique Faires
(2) Art and Garden Festival, etc.).
70
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.
® Lodjzin� 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 Iincludes.Banking, Savings.. Loan and Credit Unions.
Assessment by Type 'of Business Within Zones
ZONE A ZONE B ZONE C
Restaurants and -
$100
$75
$50
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 $4'1
Businesses
Financial $500 $500 $500
Institutions
Lodging,,(j„ -l.0 Rooms)
(11 =25. 'Rooms)
(26 +.Rooms)
$150
$250
$350
$150
$250
$350
$150
$250
$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.
PETALUtvtA, _ ATTACHMENT 5
DOWNTOWN
ASSOCIATION_
Our mission is to contribute to the betterment of the Petaluma Historic Central Area
And to promote and enhance its position as the city's retail and commercial center.
October 28, 2010
The Honorable Mayor Pamela Torliatt &
Petaluma City Council Members
Petaluma Downtown Business Improvement District = Financial Impacts:
Over the past ten fiscal years, the BID has received'the following from assessments:
0 2001
$27
0 2002
0 2003
$23,862
0 2004
$53,300
• 2005
$61;379
0 2006
$54,054
0 2007
$56
0 2008
$5044
0 2009
$49;932 ($9,500 went to collections)
0 2010
$55,757 .Includes collections from previous yr ($18,282 in collections)
In the past few years since the BID has been tied to the business license, the collection of the BID has been smoother
and more successful as businesses are accepting and paying the amounts,billed. The original bills went out in January
2010 and were followed up. by a 60 day reminder notice. The collections been affected from the closure of
numerous businesses and new start-ups having exemptions for the first year. Past due bills did not go to collection until
Octobevand are still in the process of being collected. This year's collections include accounts that have multiple years
delinquent past due balances.
The BID was able to cover some.of the ,key'area"s jh keeping the downtown vibrant, cleaner and safer during 2010.
- Through sidewalk cleaning is necessary to remove the build —up of gum and tree sap. Next year we hope to break the
contract down to have incorporate some intermittent cleanings. Holidaybannersland wreaths provide for a festive
atmosphere. Security cameras and basic nightly security patrols increase our safety downtown. Marketing and events
are crucial to raising the profile of the downtown retail center throughout the year.
It is vital that the supplemental information should: accompany alI' bills sent_ out whether it is the first or 2 " billing to give
clarity. In 2011 we request that'the billing stay "clear and concise linked.to the business license and to clearly state that
a °, Business License will ;not be,issued without payment of the BID. The BID bill will have.fourattachments, a cover
letter, exhibit A, a, map of the BID area and a information update' form to help us keep up with changes -of address etc.
The budget was revised'tor$65 ;000 which.would more closely'represent the actual billingamounts. This year we have
also changedthe % levels in each category, to reflect appropriate spending levels. The BID budget is allocated as
'follows*.
® 50 Security $32,500
28% Marketing $18,200
a 20% Beautification $13,000
2% Administration 1
T,.OTA $65,000
Attached, -you,.w'ill; find. a accounting of :all BID expenditure from 2001 thru 201.0, proposed BID expenditure for 2011,
exampleii ill .with four supporting pages of'explanatory information and guidelines for the finance department.
You si�erely
Marie Cusker
Executive irector ,
210 Lakeville Stcbpt, Petaluma, California 94952 707.762.9348 fax 707.762.4317
PETALUMA'DOWNTOWN•ASSOC _
BID"ANALYSIS -START TO 06/30/10
AS SUBMITTED BY PETALUMA DOWNTOWN ASSOCIATION
NOT AUDITED BY CITY OF PETALUMA
MARKETING SECURITY
32% 32 %
BEAUTIFICATION ADMINISTRATIVE
16 %0 ' 20%
BEGINNING'
BALANCE
0
0
0
0
,RECEIVED 07100-06101
6;340.16
6,340.16
3,170.08
3,962.60
EXPENSES 07 /00 -06101
(555.00)
(280.00)
.BALANCE 07,100-06/01
6,340.16
5,785.16
3,170.08
$,682.60
RECEIVED 07/01 -06102
2,558: 40
2,558.40
1,279.20
1;599.00
`EXPENSES -07/01 -06/02
(18,373.56)
(6,358.19)
0.00
(5;355.60)
:. BALANCE 07101 -06/02
(9 .
1,985.37
4,449:28
(74.00)
RECEIVED 07/02 -06/03
12,495.13
11,928.80
5,964 40
7;455.51
EXPENSES 07/02 -06/03
(22,776.07)
(15,061.00)
(104.00),
(11,127.56)
BALANCE 07102 -06/03
(19,755.94)
(1,146.83)
10,309.68
(3
RECEIVED 07103 -06/04
8,216:96
8
4,108:48
5';13560
EXPENSES 07103 -06104
(5,163.71)
(12,050.25)
0.00
(11;892.61)
BALANCE 07103 -06104
(16,702.69)
(4,980.12)
14,418.16
(10,503.06)
RECEIVED 07104 -06105
30;032:90
30,032.90
15,016.48
- 18
EXPENSES 07/0406105
(12,477.54)
(81000.00)
(9,378M)
(6,773.14)
BALANCE 07/04 - 06105
852:67
17,052.78
20,056.64
1,494.36
RECEIVED 07105 -06 /06
15750.34
15750.34
7875.17
9843.98
EXPENSES 07/05 -06/06
(7,206x04)
(15540.00)
(14,213.08)
(11
BALANCE 07/05 -06106
9,396.97
17,263.12
13,718.73
0.00
RECEIVED 07/06 -06107
20;393.23
20,393.23
10,196.61
12,745.76
EXPENSED 07 /06 =06107
(12,696.69)
(13,090.00)
(18,175.02)
(9,708:04)
BALANCE 07106-06107
17,094.11
24,566.35
5,74042
3,037.72
RECEIVED'07107 =06108
17,503:04
17,503.04
8,751.52
10,939.76
EXPENSED 07/07 -06/08
(10,644.00)
(18,264.00)
(8
(10;135.80).
BALANCE .07107 =06108
23,953:15
23,805.39
5,841.84
3,841.68
RECEIVED, 07 /08- 06/09
14,254A9
14,254:09
7,127.05
8
EXPENSED 07108 -66/09
(21,012.12)
(21,411.26)
0.00
(14,934.11)
BALANCE) 0 7108 -06/09
17,195
16,648.22
12,968.89
(2,183.96)
GE';INI;PE� _ . _. _ _,. .
CHAN, RCEN'fAGES
30%
40%
20%
10%
RECEIVEQ07 /09- 06%10
15,191.05
20,254.73
10,127.37
5,063.68
EXPENSEDW /0946110
(16;91230)
(27,194.59)
(17,445.00)
(2,634.85)
13ALANC607109-06/10
15,473.87
9,708.36
5,651.26
244.87
TOTAL
100%
0
19,813.00
(835.00)
18,978.00
7,995 :00
(30,087.35)
(3,114.35)
37;843.84
(49,068:63)
(14,339.14)
25,678.00
(29,106.57)
(17,767.71)
93,852.84
(36,628.68)
39,456.45
49,219.83
(48,297.46)
40,378.82
63,728.83
(53,669.15)
50,438,50
54,697.36
(47,693.80)
57,442.06
44,543.70
(57,357.49)
44,628.27
100%
50,636.83
(64,186.74)
31,078.36
' Petaluma DownlownAssociation
10%
h Bid'Funds Received and expenditures
Admin
For _Fiscal
Yaar,Ending June 30, 2010
10,127.37
i
BIO!Percentages
' Date
Transaction TolFrom
Description
" 7.01.10'
Beginning,Balance
6.1510
dep City of Petaluma
7.2L09
1985 .Petaluma Minuteman Printing
Accordiaw Festival
8.25;09
2028 Argus Courier
Chamber map
8.31:09
credit :card USPS
Postage
• 9.30.09
credit;card Argus Courier
Ads
11.18109
2099 Petaluma.Post
Ads
01.27 :10
2154 NB Bohemian
Ads
02'27:10
2162 Seven 26, Productions
Min 101 things to do
` 02:27:10
credit,card Constant contact
Marketing
10.20:09
2070 Petaluma Post,
Ads- Seasonal Events
11.03:09
dep Various Merchants
Ad Reimbursement
11.,10.'09'
2096 Merin Scope
Ad Trick or Treat Trail
1:1:18:09
2093 Argus Courier,
Ad Trick ar Treat Trail
1118;09
credit card Petaluma Mail Depot
Holiday Flyers
11 -18.09
credit card Sonoma Index Tribune
Holiday ads
11.18.09
. credit card Craigs Warehouse
Holiday Event supplies
11.18:09
. credlt'card Petaluma Mail Depot
Hoiiday;,Flyers
12:08.09
2108 Karen Baker ,
Holiday Event
12.OB.69
. 2109" Budderball the.Clown '.
Holiday Event'
12.08.09"
2110 Casa Granite High ohool
Holiday Event
12.08.09
2112 Petaluma Pete
Holiday; Event
12:08.09
2113 Petaluma School.
HolldayEvent
12.10.09
2114 Prather Family Belgians
Holiday Event
12.10.09
2119 Big House Theatre Troupe
HoliMay Event
12.10.09
dep Various Merchants
Ad Reimbursement
12.10.09
2017 Marin i)
Holiday: ads
12.10.09,
2121 PHS Music Dept
Holiday Event
01.20.10
2138 North Bay Biz
Holiday;ads'
01.20:10
2143 Wine country , B06 FM
HoIIdayads
01.20.10
2143 Wne country KRSH
',Hollday ads
01.20.10
2143 Wine country 808 FM
Holidayads
01.22.10
2143 Wine country KRSH
;Holiday, ads
01.22.10
2145 Kelley Displays
Holidaydecorations dwntn
01.26.10
.2148 Argus Courier
HolidayAds
05.20.10
2243 Jennifer,Hopkins
candy `canes
07.13:09
1975 Petaluma Post
ad sidewalk
08:04.09
1998 Krush
ad?sidewalk
08:31.09
2615 Barber sign
Sidewalk sale banner
08.31.09
creditcard Craig's Warehouse
Balloons
09.30:09
credit card Argus Courier
Sidewalk sale ad
07.01.09
1958 SpartamSecurity
Security.'inBID
8.11.09
2020 Spartan Security
Security rMD
09.01.09
2040 Spartan Security
Security in 610
10:20:09
2074 Spartan Security
Security in BID
11.05.09
2084 Spartan Security
Securitg.in
12.03.09
2105 Spartan Security
Security 'In.BID
01.07.10
2132 Spartan Security
Security in BID"
03.02.10
2167 Spartan Security
Security. in BID
04:01:10
2191 Spartan Security
Security in,B(D
04.16.10
2207 Spartan.Seeurity
Security, in BID
05:12
2241 Spartan Security
SecurityA BID
06:30.10
2265 Spartan Security
Security in BID
07.15:09
1971 AT &T Capital Services
Security Cameras pmt
081:1:09'
2014' AT& tCapital Services
Security Cameras pmt.
10:20:09
2068' AT8'T C60W Services
Security Cameras pmt
11.10:09`
2088 AT &TGapital Services
Security Cameras pmt
12:10.09
21x8, AT& T:Capital Services
Securiiy Cameras pmt
01.20116
2135. AT8 T Capital Services
,. _
Security Cameras pmt
02:1
2156 AT& T Capital'.Services'
Security Cameras.pmt
10:29;09
100309 ,AT&T:Capital Servicea
Secunty'Cameras pmt
00409' p rveces
Secu� Cameras pmt
de 30:10
Payable AT &'TCapital:Sery "
Y ices
Security Cameras pmt
08.04:09
1987 A(&1 -acct 2278
Communica ion'line cameras
09:01.09
2034 At acct 2278
Communication line cameras
10:13.09
2055' At&1 acct 2278
Communication line cameras
11.08.
2087 At&lacct 2278
Communication, line cameras
12.03:09
.2100 At &t acct 2278.
Communication ine cameras
01.07.10,
2128` At&t acct 2278
Communicat line cameras
0302.10
216
• 5 AI &t acc12278
Communication line cameras
0103110.
2168 At &t acct +2276
Communication line cameras
04.01.10
2182 AtBt acct 2278
Communication.line cameras
05:05 .10
2215 At&t acct=2278
Communication line cameras
06:02.10
2260 At&t acct2278
Communication one cameras
04:27:10.
1.
2212 Net F�cperts
work on security cameras
30% " -
MarReting .
17,195.12•
15,191.05
(55:59)•
(795.00)
(220:00)
(800:00)
(198.00)
(590.00)
(740.06)
(29400)
(198`.00)
420.00
(475.00)
(722.49)
(47.41)
(210.00)
(106.;82)
(155:32)
(300AU)
(220':00)
(75:00)
(100:00)
(75:00)
(550:00)
(75.00)
1,321.00 ..
(440.OD)
(75,00)
(425:00)
(600:00),
(600.00)
(700:00)
(700.00)'
(4,350.00)
(2,120.87)
(16.8-3)
(198.00)
(260.00)
(299;05)
(48:0"7)
(671.00)
40%
Security
16;648:22
20,254.73
(500.00)
(500:00)
. (500:00)
(500.00)
(500.00)
(500.00)
(500.00)
(500.00)
(500:00)
(500.06)
(500.00)
(500.00)
(1,475.43)
(1,475.43)
(1,,475.43)
(1,475:43)
(1,453.63)
(1,453.63)
(1,453.63)
(2,015.30)
(913.76)
(6,075.90)
(114.30)
(114.24)
(114.24)
(114.19)
(114.21)
(114.25)
(1.19.39)
(127.50)
(117.50)
(84.62)
(92.58)
(700.00)
20%
10%
Beautification
Admin
12,968.89
(2,183:96) 44,628.27
10,127.37
5,063.68. 50;636:83
Petaluma Downtown Association
bid Funds Received and.expenditures
For Fiscal Year Ending June 30, 2010
BID Perdentagas
Date
Transaction To/From
40%
Administrative costs
10%
Administrative costs
Marketing
Administrative costs
Beautification
Administrative costs
Dues
Administrative costs
Administrative costs
(4:60)
Administrative costs
Administrative costs
Administrative costs
Mileage
Administrative costs
Administrative costs
(54.00)
Administrative costs
Administrative costs
Administrative costs
Insurance
Administrative costs
07.08.09
1969 Neighborhood now
07.07.09
1967 Sonic
08:24.09
2009 Sonic
08.31.09
credit card Constant contact
09.01.09
2039 Sonic
10:20.09
2073 Sonic
11.30.09
credit - card Sonic
12.10.09
2122 Sonic
01.31.10
credit card Sonic
02.27.10
credit card Sonic
04.04.10
credit card Sonic
0428.10
credit card Sonic
05.12.10
2240 Neighborhood Now
06.30.10
2271 Neighborhood Now
06.04.10
credit card Sonic
06.17.10
credit card Sonic
10.20.09
2071 RHR Office Main Inc
06.30.10
Payable RHR Office Main Inc
Total BID expenses
6.30.10
Ending balance BID
�s
30
40%
20%
10%
Description
Marketing
Security
Beautification
Admin
Dues
(4:60)
Employee '&nefds
(176.02)
Mileage
(54.00)
EqulpmentLpgrades'
(7A0)
Insurance
(85.47)
Tax and License
(2.20)
Officefsupplies
Payroll taxes
(156.11)
Postage
(12.17)
Professional Fees
(13516)
Public`Relations
(9.82)
Rent
(141.50)
Software
(7.86)
Telephone
(103.91)
Salaries
(1,698.45)
Website mtnce .'.
(95:04)
Website. `
(1.83)
Website
Website
• ':(
.
11Vebslte
(1'.83)
Website
(1:83)
Website
(1.80)
Vlfebsite
(1 a3o)
Website
(.1':80)
Website
Website
Website
(21.60)
Website
(6.00)
Webste
(1.80)
Website
(1.00)
Side walk cleaning
(7,200.00)
Side walk cleaning
(10,245.00)
(16,912:30)
(27,194.59)
(17,445.00)
(2;634.85) (64,186.74)
15,473.87
9,708:36
5,651.26
244.87 31,078.36
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22
Business Improvement District Invoice
w BID CATEGORY: Zone C Professional Businesses
NUMBER OF EMPLOYEES, OPERATORS, DEALERS OR ROOMS A TIACHMENT 6
BID.AMOUNT 'PAID $
ACTIVITY # 0000000
BUSINESS ID # B-0000000
BUSINESS NAME CITY OF PETALUMA
STREET 11 ENGLISH STREET
PETALUMA, CA 94952 P.O. BOX 61 ,
PETALUMA; CA.94953- 006,1;
BUSINESS LICENSE NO. B- 0000000 EXPIRATION DATE: 12/31/2011
LOCATION:; STREET :PETALUMA, CA 94952 DELINQUENCY DATE: 4/0112011 -
OWNER(S): OWNER NAME BILLING NUMBER: 707 - 778 -4354
YOUR BID CATEGORY: Zone C Professional Businesses
Enter number of employees, operators, dealers or rooms:
From the TABLE above choose the correct amount to pay:
r
YOUR:BID TIED TO YOUR BUSINESS TAX FOR THE CITY OF PETALUMA. YOU MUST PAY BOTH YOUR BUSINESS
TAX AND -YOUR BID IN ORDER TO STAY CURRENT ON YOUR ACCOUNT.
KEEP BOTTOM PORTION FOR YOUR RECORDS
Downtown Petaluma
Business
Improvement Assessment Fee (BID)
ZONE A
ZONE 'B
ZONE C .
Retailers and Restaurants
0 -3 employees
$ 150
$ 100
$ 50
4-6 employees
$ 250
$ 166
$ 83
7+ employees
$ 350
1$.232
$ 116
Antique Collectives:
0 -3 dealers
$ 150
$ 100
$ 50
4 -6 dealers
$ 250
$ 166
$ 83
7+ dealers
$ 350
$ 232
$ 116
Service Businesses:
0 -3 employees operators
$ 100
$ 75
$ 50
4' /operators.
$ 200
$ 150
$ 100
7+ employees /operators
$ 300
$ 225
$ 150
Pirofessional;Businesses:
$ 125
$ 82
$
Financial Institutio
$ 500
$ 500
$ 500
'Lodging:
rooms .;
$ 150
$150
$ 150
$ 150
11-25 rooms
$ 250
$ 250
$ 250
26+ rooms'
$ 350
$ 350
$ 350
Enter number of employees, operators, dealers or rooms:
From the TABLE above choose the correct amount to pay:
r
YOUR:BID TIED TO YOUR BUSINESS TAX FOR THE CITY OF PETALUMA. YOU MUST PAY BOTH YOUR BUSINESS
TAX AND -YOUR BID IN ORDER TO STAY CURRENT ON YOUR ACCOUNT.
KEEP BOTTOM PORTION FOR YOUR RECORDS
POST OFFICE Box 61
P ETALUMA, CA 94953 -0061
Pamela Torliatt
Mayor
TeresaXarrett
David Glass
Mike Harris
Mike Healy
David �Rabbitt
Tiffany Renee
Councilmenibers
1 .
Finance Department
11:English Streel
Petaluma, CA 94952
Phone (707) 7 -4352
Fax (707) 778 -4428
E,,Wail
finance cyci. petahnna. ca. its
General Sen
Phone (707) 7784384
Fax (70 7), 776 -3615
Purcliasing
Phone (707) 778-4352
Fax (707) -1
E -AAW
finciricei'�i,crpeicihmut cq,.us
Utility Billing
Phone (7(i7)' 778-=!350
Fax (707),778 - 4428
E- rL'lail
tiiilib)bills aci.petaIIIilia.ca.us
January 25, 2011
Dear Downtown Business Improvement District Business Owner,
This is to transmit the'2011. downtown business improvement assessment invoice that is due
and payable: on receipt and 'delinquent on April 1, 2011.
This invoice is based. and cal,'culated on your zone location, type of.business and amount of
employees. To - perform this calculation the City; of Petaluma used data from the State.
Employment Devel_opmen.t, Department: (EDD), regarding the number of employees you
reported to them. Please. be. aware that it is very important to check that you are correctly
billed for the right amount of employees. Employees are calculated on full time hours part
time employees should be added together. to get a full time equivalent. Should you have any
questions regarding your zoning or employee amounts, please contact The Petaluma
Downtown Association with your questions by: fax (707) 762 -4317, e -mail
marie(Fdpetalumadowntown.com or call - at. 762-9348. Please do not call the City of
Petaluma offices.
The assessment was established in November 2000, when the Petaluma City Council adopted
Ordinance 2104 N.C:S establishing the Downtown Business Improvement District (BID).
This Occurred at the request of the Petaluma Downtown Association (PDA), after an
extensive public hearing process, required by State Law. During the process, local business
owners who were to be-included in the BID had the opportunity to protest the formation of
the district and terminate the process. However recognizing the utility of the BID, very few
chose to oppose the BID and the District was formed. The PDA Board serves as the BID
Board of Directors and administers the funds collected from you by the City of
Petaluma. The PDA does not have the authority to change this ordinance or grant
exemptions.
According to the 2011 Annual Report and Budget of the 131D, approved by the Petaluma City
Council on December 20, 2010, assessment funds will be used as follows:
50% Downtown Security $32,500
28% Downtown Marketing $18
20% Downtown Beautification $13,000
2% Administration $1,300
Total: $65,000
Please support the Downtown Business Improvement District by making your timely
payment as indicated on the attached invoice. Thank you for your continued efforts to
maintain an economically vibrant and attractive downtown.
Sincerely,
Marc Puckett
Finance Director
s
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.
® Lofting 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; L6an 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
$1.00
$5'0
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
$1;50
$100
(7+ Emp /Operators)
$300
$225
$150
Professional $125 $82 $41
`Businesses
Financial $500 $500 $500
Institutions
Lodg�ing (1-10 Rooms) $150 $150 $150
(11 -25 Rooms) $250 $250 .$250
(26+ Rooms) $350 $35.0 $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
rnultiples of part-time employees while Antique Collectives will be charged by number of
business licenses active within one location.
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® BUSINESS UPDATE FORM
Please complete this form if you have any changes to your account.
Business License #:
To. ensure that we have the correct information regarding, your business and the amount
of employees you have please update applicable sections on this form and return with
your BID. and Business'Tax invoice- to,:the finance department at the City. of Petaluma.
Business Name: Date prepared .
Owner Contact person
Mailing address
Phone ( ) Fax
Business type (sole proprietor, Corporation, etc)
Business ID
Description of business
Function of company
F] Retail Business or Restaurant
Professional Business
❑
Financial lnstitution
❑ Antique Collectives
❑ Service Business
❑ Lodging
Thank" you fortaking the time to provide updated information on this form, the information will
be kepti,confidential and not shared with any other parties.
The ;Petaluma Downtown Association, 210 Lakeville Street, Petaluma, California, 94952
(707) 762 -9348 Fax: (707) 762 4317
Updated; 11/29/10
Our mission is to contribute to the betterment of the Petaluma Historic Central Area
And to promote and enhance its position as the city's retail and commercial center.
28 October 2010
2011 Proposed guidelines for a successful 20`11 collection of the SID
Checklist for finance Department:
I. Billing to go out no later than February. 28 "' 2011. — to include uncollected funds from 2010
and supplemental information.
2. Follow up billing to,go out no later than April 25 2011 — to include supplemental
information.
3., Uncollected assessments to go to collections. in May 2011
4.; PDA to receive updated:.reports every 12 weeks "on, what,lad been collected and who has not
paid. Accompanying this report should be payment of collected funds.
I believe the continuation of the BTD is important. I allow projects that help downtown that would
otherwise be impossible, and save the City /TOT funds from having to pay for things we could be
certain to be approved.
Petaluma DOwntown,Association 10/28//10
'210 Lakeville Street, Petaluma, California 94952 707.762.9348 fax 707.762.4317
j JS