HomeMy WebLinkAboutStaff Report 3.C 12/07/2015DATE: December 7, 2015
Agenda Item #3.0
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: William Mushallo, Finance Director
SUBJECT: Resolution to Approve the 2016 Downtown Petaluma Business Improvement
District Annual Report and Related Budget; Declaring the Intention to Levy the
2016 Annual Assessment; and Setting a Public Hearing on the Proposed 2016
Annual Assessment
RECOMMENDATION
It is recommended that the City Council adopt the attached Resolution Approving the 2016
Downtown Petaluma Business Improvement District Annual Report and Related Budget,
Declaring the Intention to Levy the 2016 Annual Assessment for the District, and Setting the
Public Hearing on the Proposed 2016 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 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. 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. Fundable improvements include, but are not .
limited to, the acquisition, construction, installation or maintenance of any tangible property with
an estimated useful life of five years or more including, benches, trash receptacles, decorations,
fagade improvements, and permanent landscaping. The activities that may be funded include,
but are not limited to, the promotion of public events which benefit businesses in the area and
which take place on or in public places within the area; the furnishing of music in any public
place in the area; and activities which benefit businesses located and operating in the area,
including but not limited to, commercial shopping and promotional programs. The Petaluma
Downtown Association (PDA) Board serves as the BID Board of Directors. The fiscal year for
the BID begins on January 1st.
The types of improvements and activities included in the 2016 proposed budget for funding by
the levy of assessments on businesses in the District are as follows:
• 32%
• 28%
• 20%
• 20%
A detailed li
Security
Marketing
Beautification
Administration
Total:
sting of the activit
DISCUSSION
$20,800
$18,200
$13,000
$13,000
$65,000
ies included in these categories is provided in Attachment 2.
Pursuant to PMC Section 6.04.100, the district board of directors must annually present a budget
for City Council review and approval prior to the beginning of each fiscal year. The purpose of
this process is to comply with the Act provisions regarding public notice and hearing prior to
establishing the benefit assessments for the following fiscal year. It is recommended that the
public hearing be held on January 4, 2016. At that time the City Council will be asked to
consider public comment and input on the proposed budget and the BID annual assessment. A
draft version of the notice that is going out to approximately 600 businesses in the district
boundary is provided in Attachment 6.
FINANCIAL IMPACTS
Over the past ten years, the BID has received the following from assessments:
• 2001
$27,633
• 2002
$37,202
• 2003
$23,862
• 2004
$53,300
• 2005
$51,379
• 2006
$54,054
• 2007
$56,960
• 2008
$54,644
• 2009
$49,932
• 2010
$55,757
• 2011
$55,994
• 2012
$45,176
• 2013
$45,505
• 2014
$47,000
• 2015
$61,940 (includes collections from 2012, 2013, and 2014)
MuniServices, LLC performed the BID billing and collection services for 2015. Mungle &
Associates will carry out these services in 2016. The services include printing and mailing the
BID notices and attachments, processing and depositing all payments, and preparing and
submitting reports to City and PDA staff for periodic review. Mungle & Associates will mail up
2
to 3 notices and make areminder call approximately 15 days before the deadline to pay. Mungle
& Associates' fee for these billing and collection services includes a $500.00 one -time set up fee
and $10.15 per business billed. The fee will be invoiced to the PDA and paid for by the PDA. A
post office box in Petaluma will be acquired for receiving BID payments, and payments will be
picked up weekly and processed for deposit into a BID bank account. MuniServices will
continue to provide year -round delinquent account collection services and will work on
collecting delinquent account revenue for calendar years 2012, 2013, 2014 and 2015.
ATTACHMENTS
1. Resolution Approving 2016 Annual Report and 2016 Budget and Declaring Intention to Levy
Annual Assessment
2. DPBID Annual Report, Budget and Map for 2016 Fiscal Year and 2015 Fiscal Year BID
Funds Received and Expenditures
3. Ordinance 2104 N.C.S. (Exhibit 1 to Resolution) with Exhibit A to Ordinance
4. Letter of Correspondence and Financial Information from the Petaluma Downtown
Association
5. Draft BID Invoice and Letter to Business Owners with Attachments
6. Draft Public Notice
3
ATTACHMENT 1
RESOLUTION APPROVING THE 2016 DOWNTOWN PETALUMA BUSINESS
IMPROVEMENT DISTRICT ANNUAL REPORT AND RELATED BUDGET;
DECLARING THE INTENTION TO LEVY THE 2016 ANNUAL ASSESSMENT FOR
THE DISTRICT; AND SETTING A PUBLIC HEARING ON THE PROPOSED 2016
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. Faeade 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
11
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.
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 fording of a majority protest by the City Council.
E. If the majority protest is only against the Punishing 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 2016 DPBID Annual Report proposes no changes in the boundaries,
method of assessment, or rate of assessment related to the DPBID; and the proposed DPBID
2016 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 2016 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 2016 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 2016 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 2016 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 2016 Annual Report and Budget at their December 7, 2015 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 4, 2016 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 2016. At the hearing, written
and oral protests may be made in accordance with California Streets and Highways Code
Sections 36524 and 36525.
31
ATTACHMENT 2
DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT
ANNUAL REPORT, BUDGET AND MAP FOR 2016 FISCAL YEAR AND
2015 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
2016 Budget Allocations
32%
Security
$20,800
28%
Marketing
$18,200
• 20%
Beautification
$13,000
20%
Administration
$13,000
Total:
Expected
$65,000
BID 2016 Proposed Projects
Projected Revenue
Total Possible
$ 65,000
projected from total district data
Expected
$ 55,000
assuming 85% collections
Proposed Projects
Possible
Notes
Security Patrols
—Expected
$ 7,750
Private securily patrols Thurs -Sun 10 m -4am 52 weeks
AMT Interenet to host camera
$ 1,500
Monthly Internet
AT &T camera contract
$ 1,450
Lease of equipment ex ires 5/2016
AT &T smartnet maintenance
Additional security/Education
$ 600
$ 6,300
Software maintenance
Heightened security during holidays and peak times. Securi! y education creation of pamphlet
Possible security bike patrols
rity 32%
$17,600
$ 20,800.00
nation marketin downtown
$ 2,400
Destination marketin ads & editorial in Chamber & Visitors uide
s a ers ecial sections
$ 1,200
Destination Downtown sho ing
walk Sale
r
$ 1,000
Streetbanner$400,fl ers$100 advertising$500
est Days event
ntines- for the love of Petaluma
$ 400
$ 2 000
Banners, osters, fl ers, radio, online and rints ads - social media
Posters, banners ads social medi
or Treat
Holiday Marketing season
$ 700
$ 4,900
Posters, maps, ads, balloons
Merchant Open house, balloons horse & wagon, entertainment, flyers, posters, ads
Holiday shopping ift guide Sonoma
$ 1,200
Sonoma county Press democrat/Ar us
Online ads Press Democrat
$ 500
Online ad click through to website
Holiday shopping gift guide Madn
Holiday lighting
Radio ad cam ai n
Marketing 28%
Holiday Decorations
$ 366
$ 295
$ 439
$ 15,400.00
$ 5,000
$ 18,200.00
Marin count ads (paid $1,500 offset by Visitors Program
Trees Putnam Plaza
Radio Ad Marketing Campaign
70 Holiday banners, 8 wreaths installation up and down, cleaning, u dating and storage
Newspring banners
$ 5,500
50% from sponsorship and 50% from BID
Paint su lies for graffiti clean - u
$ 500
paint, supplies for raffiti clean u in downtown core and ara e
Beautification 20%
$ 11,000.00
$ 131000.00
Administration costs
$ 1,300
Website u dates and maintenance
$ 710
Telephone & PG &E
$ 400
Insurance
$ 1,950
Wages & benefits
$ 240
$ 6,400
Office supplies
BID rocessing includes public notic ng and payment processing) new local billing and Muni continued
collections
for 2012
-15
Administration 20%
$ 11,000.00
$ 13,000.00
Total
--f-66,00
$ 65,000.00
7
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 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
Antique (1 -3 Dealers)
ZONE A
ZONE B
ZONE C
Restaurants and
$250.
$166
$83
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 number of business licenses active within one location.
E
10
Polaluma Downtown Association
Bid Funds Received and expenditures
For Fiscal Year Ending June 30, 2016
BID Percentages
28%
32%
20°h 20% TOTAL
Date Transaction To1From
Description
Markeling
SeWdty
Seauti6cation Admin
07.01,14 Da9fnnin0 Balance
11,070.33
2,763,46
20,239,76 10,740.29 23,322.24
07.18,14 Deposits
Bid Income
2,885.32
3,040.08
1,803.80 1,903.60 9,619.00
08.18,14 Deposits
Bid Income
1,466,44
1,063.38
1,039.60 1,030.40 6,108.00
10.01.14 Deposits
Bid Income
920,64
1,052.10
657.60 657.00 3,288.00
01.18.15 Deposits
Bid Income
84,00
08,00
00.00 60.00 300,00
02.11), 16 Deposits
Oldlrtceme
1,603.40
1,809.80
1,131.00 1,131.00 5,666.00
03,13.15 Deposits
old Income
2,776,64
3,17210
1,982.60 1,082,60 9,913.00
05.05.15 Deposits
Old Income
1,377,32
1,574.08
083,80 883.80 4,010,00
05.08.16 Deposits
BidInwmo
5,730.72
0,659,08
4,099.00 4,090.60 •20,499.00
08.12.15 Deposits
Bid Income
741.72
847.68
529.80 $20.60 2,649.00
Subtotal
17,343,20
10,820.80
12,388,00 12,388.00 81,940.00
8125/2014 898S Studla M Pmahin9
(695.0
8127120t4CreddCard Ali Signs
Treasure Hunt
(30.00)
812012014 3978 Imagine Proma9anal Group
(198.44)
121912014 Crecat Card Rex Ace Hardware
(15.44)
12/912014 Credit Card 4 imprint
(422,63)
2/4/2015 3976 imagine Promotional Group
(348.38)
2/28/2016 4042 Wane County Radio
(030.00)
4/1512015 4101 Fishman Supply
(070.68)
6/10/2015 Refund
180.00
8120/2016 4263 Sonoma Media Investments
(1,110.00)
6/2712015 4268 Son Francisco Chroolcal
(1,320.00)
9! M014 Credit Card ' The Chamber Link
Holiday
(90.00)
913012014 Credd Card USPS '
Holiday
(196,00)
10/2012014 .4023 Petaluma Post
Holiday
(175,00)
10/2012014 4024 Petaluma Minuteman
Holiday
(228.85)
11/6/2014 Trick or Treat
Holiday
(191,60)
111012014 TddcorTrost
Holiday
(8.40)
11!712014 4043 Petaluma Minuteman
Holiday
(281.44)
11[7/2014 Credit Card The Chamber Link
Holiday
(00.00)
111712014 Credit Card Cralg'a Warohoum
Holiday
(208.10)
11 [712014 CredlCard Vista Print
Holiday
(131,51)
11/7/2014 Credit Card Faoebook
Holiday
(13,74)
11/7/2014 Credt Card Facebook
Holiday
(12.71)
11/14/2014 4050 Petaluma Post
Holiday
(99.00)
11/1912014 Refund
Holiday
20,00
12/212014 4062 Paula Moore
Holiday
(280.00)
12/2/2014 4084 Patrick Pronthar
Holiday
(550,00)
12/212014 4086 Barbara RaBsbaok
Holiday
(200.00)
12/912014 Credit Card The Chamber Link
Hoiiday
(60.00)
12X/2014 Credo Card The Chamber Link
Holiday
(60,0.0)
12/1012014 4089 Fishman Supply
Holiday
(101.54)
12/1012014 4072 Petaluma High School
Holiday
(100,00)
1211012014 4071 Sonoma Media Investments
Holiday
(949,82)
1211612014 4076 JemaerHawks
Holiday
(8,95)
12/18/2014 4079 Sonoma Media Imesiments
Holiday
(468,001
1112!2015 4102 North Bay Bohemian
Holiday
(100.00)
1/12/2016 4102 North Bay Bohemian
Hoiiday
(258.00)
1/12/2016 4102 North Bay Bohemian
Holiday
(309.02)
2/1912616 Wine Country Radlo Refund
Holiday
750.00
2126x2015 4144 Wine Country Radio
Holiday
(490.00)
2/25/2015 4144 Wina Country Radio
Holiday
(420.00)
2/2512015 4144 W rto Country Radio
Holiday
(160.00)
2/25/2016 4144 Mae Country Radio
Holiday
(375.00)
2/28/2016 4108 Sonoma Medle Investments
Holiday
(592.71)
36212015 Refund
Holiday
250.00
3/31/2015 4178 Wine Camtry Radio
Holiday
(249.04)
XW2015 4179 Wine Country Radio
Holiday
(180.00)
3/31120i5 4179 Wino Country Radio
Holiday
(SO.GO)
3/3112015 4179 Wine Country Radio
Holiday
(150.00)
3131/2015 Refund
Holiday
250.00
4/9/2015 Refund
Holiday
250.00
8/1212015 Refund
Holiday
250.00
7/3112014 Credit Card Vlala Pdnt
Sidewalk Sale
(144,48)
81512014 3031 Barber Stan
Sidewalk Said
(354,13)
8/012014 Petaluma Post
Sidewalk Salo
(108.00)
869/2014 0069 Sonoma Modlo Investments
Sidewalk Sala
(991.07)
91812014 3081 City of Petaluma
Sidewalk Sato
(28,00)
9 /16/x014 3987 City of Petaluma
Sidewalk Salo
(2.00)
1013112014 4030 PadBaDtsplay
Beoudficadoo
(4,700,00)
00/0512015 Credit Card Rex Ace Hardware
Beautification
(12,10)
7/1112014 3902 FhfAlarm Security, Inc
Secudty services
(312,00)
816/2014 3935 First Alarm SoWdly, Ina
SocutilyServlces
(312,09)
8/29/2014 3975 First Alarm Security, Inc
Security Services
(312.00)
10/3/2014 4005 First Alarm Security, Inc
Sorority Services
(312,08)
1117/2014 4041 First Alarm Security, Inc
Security Servius
(312.09)
t2/x/2014 4080 FlrntAlarm Socudly, ino
Seaaity Services
(312.09)
12130/x014 4092 First Alarm Security. Inc
SeauttyServices
(3S2•09)
2/1112015 4127 Flat Alarm Security. Ina
Seauttyservices
(312.09)
11
Pota!uma Doan1wTi Association
Ofd Funds Received
and expemfdures
For Fiscal Year Ending Juno 30, 2015
BID Percentages
28%
32%
20%
20% TOTAL
Dale
Transaction To/From
Description
Marketing
Seasity
Beautification
Admin
3/11/2016
4154 First Alarm Security, Inc
Security Services
(312.00)
4/0/2016
4184 First Alarm Security, Inc
Security $ar Acaa
(312,09)
8/13/2018
4276 First Alarm Security, Inc
Security Services
(312,09)
0/312016
'4274 First Alarm Security, Inn
Security Services
(312,09)
8124/2016
4299 First Alarm Security, Ina
Security Services
(150.04)
7/2312014
3012 AUT Capital Services Inc
Camara Socurgy
(200.60)
8/18/2014
3952 AT&T Copilot Services Inc
Camara Secudly
(290.88)
9/13/2014
3988 AT&T Capital SorAces Inc
Camera Security
(290,88)
10/2012014
4020 AT&T Capital Services Inc
Camera Secudly
(200.80)
10131/2014
4035 AT&T Capita! Services Inc
Camera Security
(145.98)
11/1412014
4040 AT&T Capital Services Inc
Camera Security
(290,88)
12/18/2014
4075 AT&T Capital Services Inc
Camera Security
(290.58)
1119/2015
4104 AT&T Capital Services Inc
Camera Soaaity
(290,88)
2/18/2o15
4131 AT&T CapW Sorvlcea Ina
Camera Security
(681.76)
411f2o1S
4too AT&T Capital Services Inc
Camera Saaaity
(205,88)
5/1/2015
4215 AT&T Capital Services Inc
Camera Secudty
(290.88)
5!1/2015
4245 AT&T Capital Services Inc
Camera Sacwty
(290.08)
03104/2015
4140 MunMservlcos
Bid Processing
(580,00)
3131/2015
PayPal Foos
(5.80)
7.1,14 - 6,30.15
Old Share of admin costa
website
(43,60)
7.1,14- 0.30.15
Bid Share of admin costs
Wages
(11590,34)
7.1.14.0,30.16
Bid $here of admin costs
Miles
(53,27)
7.1.14 - 8.30.15
814 Share of admin costs
Telephones
(179.78)
7.1.14. 8,30.16
Bid Share of admin costs
Rent
(20.00)
7.1,14- 8.30.16
Bid Share of admin cods
Public Relations.
(3.28)
7,11.14-6.30,115
Bid Share of admtn costs
Professional Fees
(328.62)
7.1.14 8.30.15
Bid Share of admin costs
Office Suppling & Postage
(191,09)
7.1.148.30,15
Bid Share of admin costs
Payrog tax Expense
(138.35)
7.1,14 - 8.3035
Bid Share of admin costs
Llou se and Tax
7.1,14 - 6.30.18
Bid Share of admit costs
Insurance
(131.07)
7.1.14.6.30.16
Bid Wwo of admin Coale
Equipment Mainlonance
7.1.148.30.15
Bid Share of admtn costs
Promotion
(28,06)
7,1,140.30.16
Bid Share of admin costs
Employee Benefits
(710,12)
TAM-0.30A6
Old Share of admin costa
Duos & Subscriptiona
Total BID expenses
(12,050,00)
(7,646,26)
(4,712.19)
(4,036,64) (29,144.69)
0,90,15 Ending batonco 010
15,570.93
15,028,99
27,915.58
(2,397.93) 58,117.55
12
EFFECTIVE maarjil
'. P " UW
ATTACHMENT 3
EXHIBIT I TO RESOLUTION
z ORDTN.ANCB NO, 2104 N.C,8,
2
3
d
5 Introduced by Coutcilmember S.ocouded-by Couucilmember
S :
7 Matt zi�Ia t irc Pam la Torliatt
10' _• ,
.12 AN ORDWANCE, ull x7Y. + CITY C0Vj -qCjL oy TEi CM OF n,'�A��I11�,
13 CALIFORM, A:DDI NG; CR"T R 6.04 TO THE PETALUMA,Mu].`X CRAL CODE,
14 ESTABLI;SRWG- TIC DOWNTOWN PMA:LU A
15 .' .B•USINESS INAROVE, YIEN'T DTS':[RICJL'
16
17 RECITALS:
19 WW,1 REA8, , on September 18, 2,000, the City Council of Petaluma, on."behalf of the City of
20 Petaluma, • (the "City"), adopted Resolution #00.177 N.C.S. (the `q;esoluflo�xe"% declaring its
21 intention to establish a Parking and Business Improvement District oereii�fter referred to as the
22 "District "), to levy a. benefit assessment on all businesses, trades; professions; and vendors within
23 said FJisirict, tha proceeds of which shall be used for the publio purposes Herein -described to
24 -benefit the businesses in the District, pursuant to the )??arldng -and Business Improvement Areal
25 • Law of 1989,. Part 6 (cofPmen.cing with -S sctiau 3 6500) of Division IS of the Cal an a Streets
26 and- Eghways Code (the "Act "); and, ;
27
28 ' WBMI IREAS, pursuant to, the Act -and the Resalutiox, City conducted a public hearing, alter
29 having given due notice thereof as required by law, on October 16, 2000, at 7:00 PK at.City
.30 Ha31, 11 Finglish Street, Petaluma, Califa$nia; and,
37.
32 'WD:EI7E,A8, said public hearing has been held and the Cit* Council has heard and considered
33 all oral and wfitten'protests and other comments regarding suoh prop osed actions; and,
Ord. 2104 N-CS ,
Page 1
13
I GVRE t`y S, Protests. in writing from businesses in the proposed District: paying 50% or more of
2 the propnscd assessment have not been received; and,
4 WBE this City Council has now determined to establish the proposed District as- a
. 5, Parking and .business Improvoment .Area, to provide far the imposition of a benefit assessment
6 and-to adopt: an ordinance to such effect; and,
8 WBEPX1 AS, in the opinion of this City Council, the businesses within the District will- be
9 benefited by tine 'expenditure of the funds raised by the assessinent's levied .hereby in the marujer
10 prescribed h,arein; and,
12 V,VMgREA.S, this City Council may, for each of the purposes set forth"' ,Section 365x0 & 36513
13 of the .AGt, establish bno or more separate benefit zones based upon the degree of benefit derived
14 from the formation of the District, and mdy impose a tiered assessment or charge within each of
15 th6 benefit zones; and,
16
17 'WMIPXI AS, all 'provisions, of the •A,ot ' applicable to the establishment, : modifIcation, or
18 disestablislunent of a District shall. apply to.the. establishment, rhodification, or disestablishznent
19 of benofit zones pursuant to the Act, and the establishment or �the'modification of any benefit
20 zonc"shall follow the. same -procedure au. pro -Med for under the establishment• of a parking and
21 business unprovernent distzict, ,and, the disestablishment of a, benefit zone shalt follow the salve
22 - procedure as provide for disestabEshment of a District; anal,
•24 VVRE'RtIAS, upon the request of the District. Board of Directors, this City Council 'shall:
•25, commence lie proceedings required• by law to amend the boundaries, assessments or charges
26 established pursuant to thus 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. pr000dural requirements of the Act, but no assessment or charga shall be -modified which would
29 impair the of ility of the District t6 .meet the obligations of a' contract to construct or oporate
30. physical imprgvements in the District; and,
31
Ord, 2104 NCS . • Page-2 .
14
I W)MEAS, adjustments may be wade in the assessments or charges to businesses in the
2 District, or iti 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,
6 WEM) 'EA.S, for purposes of •the assessments or charges to be imposed' pursuant td. this
'7 Ordinance, this City Council may make a reasonable classification' of businesses, giving
8 consideration-tor- various factors, including general bernefitto:businesses and the degreo'ofbenefit
9 received from Distract programs; and;
10
11 WEE, REA.S, the assessments or charges levied on businesses pursuant to rims Ordinance shall, to
12 the- maximums extent.-feasible, be levied on the basis of the estimated benefit to tlas businesses
13 within the District:
14 :
15 NOW,, THE REI FORE, TB'. CITY.CoUNCM OF TEE, GM OF 7 E, TALITMA .DOES
16 0"A CN AS FOLLOWS:
18 Section 11. Resolution- of Intention, Pu'b'is Searing and Findings. The Recitals hereof which set
19. forth. -facts regarding the adoption, of Council Resolutions, the conduct of publid hearings. and '
20 . -certain findings of the City Council-,'are true and correct andincorporated herein by reference.
21
22 Section. . 'ClWTER 6,04 is hereby added to the Petaluma MUWcipal Code; providing as
23 • follows: '
24.'
25. CIMPTER 6.04ljOWMO PETALLT IA.)3US: SS 7IvSPROVEI�MNT DISTRICT.
26
27 6.04,010 Defirnitiorrs.
28 In order to distinguish between Distract 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
I A.
2
3
4
• 5 .
6
7
8
.10
11
I2 •C,
13
l4
I5 p,
16
. I7 •
I8
1q
zo
. 21
22
2..3 R,
24.
.25
26 P',
2'7
28
29
30
31
Retail Buslnesses: "Retail Businesses' r include all businesses not Covexed -by other
detinitionsset'out in this section, at .least fdy percent (50 "/0) of whose grass income is
derived frorxr "retail sales" as-that term-is def nea under the California, S vies and Use Tax
Law, The fact that a substantial part of its business consists of sales other than retail sales
does .scot oulutlo said business from this classic cation so 'long as such other business
component does not, account for more-than fifty percent (50%) of said busness' gross
income, -
Restaurauts: "Restaurant ". businesses include cafes, eating establishments, sandwich
shops, dinner houses, roAaurants'and fast food services arid other similar businesses;
Antique Collectives; "Antique, Collectives" • Includes such businesses and business
locatioxrs -that xepresent mixltiple dealers of aniiquc merchandise within one, location..
Service: "Service" businesses include businesses that combiire retail and product services,
s,
are appliance stores, most automotive - oriented businesses, -repair .shops,
repairing and'servicing businesses and service stations. Other businesses of a general
service type nature such as general office, news and advertising znadia, printers, ranting,
and leasing businesses, utiliti.cs, • vending machine businesses, household finance
cornpames, entertain e' ftt businasses and other shanx businesses not otherwise included
in ca::togpries a, b, c, e, f, or S a-" included in tlus'section,
Lodging: "Lodging" businesses include hIns, Hotels; motels, RV PaTI(s and other similar
businesses;
Professional: "Professional" inaludos 'attorneys, ,architects, accountants, engineers,
surveyors, phyi?icians, dentists, optoxnatrlsts, chiropractors and -others i.x a zhedical
Health service field, consultants, real estate btokexs, financial advisors, laboratoHes
(including dental and optical),:ixearing aid services, artists, photographers and designers,
Ord. 2104 NCS
Wage A
16
Fitianoial: Batiks, savings•& lodns•, creditunions, etc,
3 . H, Calendar'Y'ear., "Calendar Year" means,fauuary 1st to and including December 31st of
4 the gauze year.
6 I. Bift Period., "Billing period" shall refer to the period of any portion of a calendar: year
7 in which abusiiress operation as defined above.
9 6.04.020 El stabiishment of BoVadar%es.
10 .Ar Parking and Business Improvement -District is hereby -established pursuant to the Parking arid'
11- Business xinprovement Area Law of 1989) Strects and Highways Code Section 36500 et seq, The
: 12 boundaries of the Diadot and-.. the bor 6fit zones within the District shall be as set forth on the
13 Miibit ' "WIP as attached to the Ordinance adopted to create said District and incorporated herein, .
14 by reference_ This District shall be known as the "Downtown Petaluma Business Improvement
15 District" (the "District")
16
17 6.04,030, )Cstal ljshment of Distz•ict Board -of Directors.
18 'There shad be a Board of Directors ("Board") of the District to administer the ailairs of the
19 'District. Said Board shall be constituted of busiziesses within the District: Within the Board there
20 • shall be a. President, ,Vices President, Secretary and Treasurer clouted by the membership', and
21 such.. other ofcers as deemed necessary by the Board.. Such other officers shalt bb appointed by
22 the Board of-Directors at their discretion. -All voting within the District regarding election of
23 Board Members and any abtions regarding the norinat •arid routine conducting . of'District
•24 Business shall be, based on one (1) vote per assessed dollar, and said business inner be current in.
25 payment of their-District assessment(s) to participate in such votes,
26
27 6.04,040 R+stablisirrnexrt ofBene t,A.ssessment, .
28 All 'businesses, trades, and professions located within the District boundaries shown on the
9-9 )3xbibit "N' xeferenood in Section. 6.04,030,• - shall, coinmvrrcmg Tanuary 1, 2001, pay an annual
30 benefit assessment to the District in an amount adopted bykmolution of the City Council of'the
31 ' 'City ofPetaluma.
-Ord, 2104NCS Page 5
17
1 - 6 :04.050 purposeandUseo fBeneftA.ssessxnexxts. .
2 The types of improvements and activities proposed to be funded by the levy of assessments on
3 businesses inthe District ara as follows:
4
S A. The acquisition, construction, installation, or maintenance of and tangible property with
6 an estimated useful life of five years or more including, but not Limited to, the following
7 improvem6nts=
' 8 1 Benches; . • • -
9 2 Trash receptacles; ;
10 3 - Decoraticins;
11 4 F acade impmvemnnts;
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 a-eea and which -tale
16 place on'oz in public places within. the area;
1.7 2 purnisft of'music in any public place in the area;
18 3 Activities •which bonefit businesses located arid operating itx the area,'includiang
19 bui 41ot limited to commerciat.shopping and pramoVonal programs.
20
21 6.04,Q60 FWusious From Benefit A.sseesment
-22 No person. or business shall be required to pay an assessment based an (a). a residential use of
23 the property within, the District, or*. (b) a non-profit organizatibn 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 evv x3usiriess Assessment Wjiver. '
27 Any new business established within the District shall not bo required to pay. an assessment 1''or
28 the niiling Period during which said business is initiated. The business will have been
29 considered initiated on the date ofissuance oftho business license. This waiter. shall not apply to
3.0' an existing business that has changed ownership er location witlwr the District. City agrees to
31 supply the District with tinxely information regarding now - businesses initiated within the District;
Ord, 2104 NCS Page 6
18
1 6,04.080 Colleetion ofDewntown•:Be- nefltAssessmP -nt.
2 The benefit -assessment authorized by this Qrdiname for Downtown Betaluma businesses
3 (Section 5,0 heraoi), shall be billed and collected each Calendar Year: The �3 D*A.dvisoryBoard
4 xhay, from time to tune, assess late charges on unpaid BID 'assessment obarges.
6 6.04.090 irnluntaiT Contributions to Distz-iet,
7 Contributions to the District shall be permitted on a voluntary basis. The. boundary of the
8 District sliali not be modified as a result of the contribution, nor shall said contdbuft business
9 be considered a member of the District for voting ox other purposes. However, said business
10 making a voluntary contribution maybe entitled to participate in the lirograins of the District
11 upon a findirig by tbo Board of Directors that tha District dwives a benefit from said'businoss'
12 participation in the program,
14 6,40,100 Amm Budgetprocess.
I
15, Pursuant to, the Act,, it sha1C be necessary pox the Dlstrict Board of Directors to present an annual
1 b : ' budget- for City Council -review and appxoval prior to the begiunml g o� 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 piscal.Year budget of the District that is inconsistent in any -?yay
20 with said Fiscal Year's budget as agreed to and presented by the Distnot Board of Directors +
21 wwepl .in the case of a• written majority protest (regarding elimixiation or modification of any
22 specific 1)u.dget iteiii) fConi busizioss owners, which will pay 50% or more of the assessments
23 ' - proposed to bb'levied as to any Spboific budget item pursuant to CSC Section 36525 (b), In such E
24 case the Witten protest, regarding any, specific budget item shall be grounds to eliminate or 1
25 • modify said ,expenditure from the District's proposed budget pursuantto the:vwittenprotesf:
27 6.10.110. beeisionsRegttrding)txpeaditure ofFirnds,
28 A.s provided for witbin the guidelines of SB 1424, decisions of•the District Board of Directors
29 regarding expenditure of all funds generated under tWs program shall be final.
30
31.
Card. 2104 NCS Page 7
19
1 6,40.120 DistrietTroceads Do Not Offset city; er-vices.
z City spsaificaily finds and declares that the funds derived from the District shall not: be used to
3 offset or, dlmmish 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' and specific amount
6 of funding to tie District. ,
7
• 8 6.40.130 MsestabIishment of the District.
9 proceeding to ' disestablish the District shah. be initiated by the City Council following the
10, pkesentation of a petition to the City Council signed by business owners paying 50 % or more nl'•
11 the assessments levied in the District. Proceedings to disestablish the District shall follow the
12 prdcodures set forth in GC Section 36550. The City Council shall disestablish the District if
13 following the public hearing prescribed in Section 3655 0 (b), tivritten pzatests ire not withdrawn
14 as to reduce the protests below the S0 %'• levol..in the event of •disestablishment of the District,
- ..-- - - -1-5 - eznaining. revenues o tlZ District shall be refunded to paying• business owners in a,pro -rata
16 manner calculated , in the sarile manner as was used to establish the• most 'recent assessniextts
17 applied in the District.
18
19 : Section 3, If any'section, subsection, sentence, clause or phrase of this ordinance is, for any
20 xeason, held to be invalid or unconstitutional, . such invalidity or unconstitutionality shall riot
21. affect the validity or constitution lity of the remaining portioxis of this ordinance, it being
22. ; expressly declared that this ordinance and each section, subsection, clause and phrase hereof
21 would have been prepared, proposed, adopted, approved and ratified irrespective of the fact: that
24,- any one or more other sections, subsootions, s6atences, 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 dal passage.
29
Ord. 2104NOS page 8
20
I 1N'J- ODUCED and ordered posted[Pubiished this 16th dap of October 2000, ADOPT RD this
2 20th day of November, 2000, by the lollowiing vote;
3
4 ASS: Healy, Yeller, Cader- Thompsdzr, Ramidorr, Maguire; Vice Mayor Toxliatt Mayor
5 Thompson
6
7 NOES: Novo
9 ABSENT; None
10
.11 ABSTAIN; None
12
13
'14 ' Mayor
16 .ATTEST: ,.A1'F7�0GL�T 0- Rte:
I9 Ci Cle f CityAttorn '
Ord. 2104 NCS . Wage 9
21
r-I )MBIT A TO ORDINANCg 2104 N.C.S.
22
PETALUMA
DOWNTOWN ATTACHMENT 4
ASSOCIATION
Our mission is to contribute to the betterment of the Petaluma Historic Central Area and to
promote and enhance its position as-the city's retail and commercial center,
December 7, 2015 .1
The Honorable Mayor David Glass &
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:
2005
$51,379'
2011
$551994
2006
$54,054
2012
$45,176
2007
$56,960
2013
$45,505
2008
- $54,644
2014
$47,000
2009
$49,932
2015
$61,940 included collections from 2012,2013 and 2014
2010
$55,757
This was the 4th year of Muni Services providing the billing of the BID. Overall collection of the BID is up due to.
closer monitoring and pushing Muni to pursue collections.
The BID was able to cover some of the key areas in keeping the downtown vibrant and safer during 2015, The
BID advisory committee meets monthly to discuss priorities and this past year was to clean up the data base for
billing, pursue outstanding delinquencies and create and RFP for a local BID billing service, Other priorities were
to replace the 10 year old holiday banners , replacing them with a new fresh design, hardware, and wreaths to
provide for a festive atmosphere. Costs cover installation, cleaning and storage of banners, wreaths and
brackets. The Downtown security camera contract ends in May of 2016 and will not be continued. Discussions
regarding additional nightly security patrols and possibly bike patrols are being looked at to increase safety
downtown. Marketing and events are crucial to raising the profile of the downtown retail center throughout the
year.
The PDA Board and the BID committee have decided to move the billing from Muni Services in 2016 to a local
company Mungle & Associates We believe that this will be a more cost effective way to manage the BID
contract especially as,tthey have local business knowledge. Muni will continue with the collections process for
those who are delinquent for 2012, 2013, 2014, 2015 and bill out the newly identified unbiiled businesses
for 2013 -15. The BID billing will include four items, a cover - letter; a BID invoice, a map of the BID area and a
information update form to help us keep up with changes of address etc.
The BID budget is allocated as follows:
32%
Security
$20,800
28%
Marketing
$18,200
20%
Beautification
$13,000
20%
Administration
$13,000
TOTAL:
$65,000
Attached you will find an accounting of all BID expenditure's from 2005 thru 2015, a BID analysis and proposed
BID expenditure for 2016. Also attached are example bills of zones within BID, which obviously will be changed
to reflect the new billing company.
Marie M u ker
Executive irector.
depot Building • 210 Lakeville Hwy, Petaluma CA 94952 • www.PetalumaDowntown.com
Ph: (707) 762 -9348 • Fax (707) 283 -0528 • Email: Info@PetalumaDowntown.com
23
PETALUMA DOWNTOWN ASSOC
BID ANALYSIS - START TO 06/30/15
24
MARKETING
SECURITY
BEAUTIFICATION ADMINISTRATIVE
TOTAL
$2%
32%
16%
20%
100%
BALANCE 07104 -06105
852.67
17,052.78
20,056.64
1,494.36
39,456.45
RECEIVED 07/05 -06106
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 07106 -06/07
20,393.23
20,393.23
10,196.61
12,745.76
63,728.83
EXPENSED 07/06 -06107
- 12,696.09
43,090.00
- 18,175.02
- 9,708.04
- 53,669.15
BALANCE 07/06 -06107
17,094.11
24,566.36
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
64,697.36
EXPENSED 07/07 -06/08
- 10,644.00
- 18,264.00
- 8,650,00
- 10,135.80
- 47,693.80
BALANCE 07/07 -06108
23,95115
23,805.39
5,841.84
3,841.68
57,442.06
RECEIVED 07/08 -06/09
14,254.09
14,264.09
7,127.05
8,908.47
44,543.70
EXPENSED 07/08 -06109
- 21,012.12
- 21,411.26
0.00
- 14,934.11
- 57,357.49
BALANCE 07108 -06109
17,195.12
16,648.22
12,968.89
- 2,183.96
44,628.27
CHANGE IN PERCENTAGE:,
30%
40%
20%
10%
100%
RECEIVED 07/09 -06/10
16,191.05
20,254.73
10,127.37
5,063,68
50,636.83
EXPENSED 07/09 -06/10
- 16,912.30
- 27,194.59
- 17,446.00
- 2,634.85
- 64,186.74
BALANCE 07/09 -06110
15,473.87
9,708.36
5,651.26
244.87
31,078.36
CHANGE IN PERCENTAGEI
28%
60%
20%
2%
100%
RECEIVED 07110.06111
14,798.00
26,425.00
10,570.00
1,0x7.00
52,850.00
EXPENSED 07/10 -06/11
- 15,700.74
- 28,764.45
- 529.42
2,937,36
- 47,931.97
BALANCE 07110.06/11
14,571.13
7,368.91
15,691.84
- 1,635.49
35,996.39
RECEIVED 07111 -06112
1,400.00
2,600.00
1,000.00
100.00
51000.00
EXPENSED 07/11.06112
- 11,583.87
727,390.45
- 3,400,00
- 2,418.14
- 44,792.46
BALANCE 07/11 -06/12
4,387.26 .
- 17,621.54
13,291.84
- 3,953.63
- 3,796.07
RECEIVED 07112.06113
23,329.46
41,660.00
16,663.90
1,666.39
83,319.75
EXPENSED 07/12 -06/13
- 11,986.39
- 28,062.66
- 9,060.00
- 2,804.77
- 51,913.82
BALANCE 07/12 -06/13
15,730.33
- 3,924.20
20,895.74
- 5,092.01
27,609.86
24
PETALUMA DOWNTOWN ASSOC
BID ANALYS18 - START TO 06130115
25
MARKETING
SECURITY
BEAUTIFICATION ADMINISTRATIVE
TOTAL
32%
32 %
16%
20%
100%
RECEIVED 07113 -06/14
9,867.70
17,621.01
7,048.40
704.83
$5,241.94
EXPENSED 07113 -06114
- 14,519.70
- 10,943.36
- 7,704.39
- 6,362.11
- 39,629.56
BALANCE 07113 -06!14
11,078,33
2,753.45
20,239.76
- 10,749.29
23,322.24
Change In Percentages
28%
32%
20 %
20%
RECEIVED 07113 -06114
17,343.20
19,820.80
12,388.00
12,388.00.
61,940.00
EXPENSED 07114 -06115
- 12,850.60
- 7,646.26
- 4,712.19
- 4,036.64
- 29,144.69
BALANCE 07114 -06115
15,570.93
16,028.99
27,915.56
- 2,397.93
56,117.55
25
Petaluma Downtown Assoclallon
Old Funds Received and expenditures
For Fiscal Year Ending June 30, 2015
BIDPertrantoges
28%
32%
20% ' 2096 TOM
Date Transaction TolFrom
Dowipttott
Marketing
Sootily
Seau98dalton Admin
07.01,14 Beginningealance
11,070,33
2,763,46
20,230,76 - 10,749.20 25,322,24
07,10.14 Deposits
Bid Income
2,885,32
3,048,08
1,003.80 1,903.80 5,519.00
00.18.14 Deposits
Bid Income
1,465,44
1,803.38
1,030,80 1,039.60 $,108.00
10,01.14 Dep"la
Bldincome
820,04
1,052.10
657,60 857.00 3,288,00
01116,15 Deposits
Bid income
84,00
08,00
60,00 00,00 300,00
02,19,16 Deposits
Bid Income
1,583.40
1,809.60
4,131.00 1,131.00 6,856.00
03,13,15 Deposits
Old Income
2,778,84
3,172.46
1,982,80 1,082,60 9,913.00
05.05.15 Deposits
Bid Income
1,377,32
1,574.08
983,80 989,80 4,910,00
05.08.15 Deposits
Oldinoomo
5,739,72
8,559,88
4,099,80 OWN •20,499.00
08.12.15 Deposits
Bidinoome
741.72
847.08
$20,00 620.80 2,040.00
Subtotal
17,343,20
19,020,80
12,380,00 12,388.00 61,040,00
8/2512014 3965 Studio M Pubtloidn9
(895.00)
8/2712014 Cmdt Card A11 Slgna
Treasure Hunt
(30,00)
$129120t4 . 3970 Imagine Promotional Group
(108.44)
121912014 Credit Card Rex Ara HordwAro
(15.44)
12/0/2014 Credit Card 4 imprint
(422,63)
214120t5 3970 Imagine Promotional Group
(348,38)
2/2812015 4042 Wine Country Radio
(630,00)
4/1512015 4101 Fishman supply
(870.68)
5/1812015 Refund
160,00
6/20/2016 4263 Sonoma Media Investments
(1,110,00)
6127/2015 4268 San Franclaco Chronlcal
(1,$29,00)
9/3012014 Crea Card The Chamber Link
Holiday
(80,00)
9/3W2014 Credi Card USPS
Holiday
(198,00)
10/2012014 4023 Petaluma Post
Holiday
(175,00)
1012012014 4024 Petaluma Minuteman
Holiday
(228,85)
1102014 Trick or Trent
Holiday
(191,80)
11/812014 Trick or Treat
Holiday
(8.40)
11/7/2014 4043 Petaluma Minuteman
Holiday
(281.44)
11[7/2014 Credd Card The Chamber Link
Holiday
(90,00)
11[112014 Credit Card CralWa Warehouse
Holiday
(208.10)
1117/2014 Credit Card Vale Print
Holiday
(131,51)
11/712014 Credit Card Facebook
Holiday
(13,74)
11/7/2014 Credit Card Facebook
Holiday
(12,71)
11/t412014 4050 Pelatuma Post
Holiday
(99,00)
11/912014 Refund
Holiday
20100
12/272014 4002 Paula Moore
Holiday
(280,00)
12/2/20t4 4064 Patrick Pranther
Holiday
(550,00)
12/?12014 4066 Barbara Rallsback
Holiday
(200,00)
1210/2014 Credit Card The Chamber Unk
Holiday
(60.00)
1202014 Crodd Card Tho Chamber Link
Holiday
(60,00)
12/1812014 4060 Fishman Supply
Holiday
(101.54)
12/1012014 4072 Petaluma High School
Holiday
(100,00)
12/0/2014 4071 Sonoma Media investments
Holiday
(049,82)
U/i0014 4070 Jennifer Hawks
Holiday
(8,95)
12/1872014 4079 Sonoma Modia Invastments •
Holiday '
(468,00)
1/1212015 4102 North Bay Bohemian
Holiday
(100.00)
1/1212018 4102 North Say Bohomlan
Holiday
(250.00)
111212016 4102 North Bay Bohemian
Holiday
(300.62)
2119/2618 Wine Country Radio-Refund
Holiday
750.00
2/2512015 4144 Was Country Radio
Holiday
(490.00)
2/2572015 4144 Mae Country Radio
Holiday
(420:00)
2/2512015 4144 WIAe Country Radio
Holiday
(160,00)
2/2672016 4144 MAD Country Radio
Holiday
(375.00)
2/2812018 4108 Sonoma Media Investments
Holiday
(592.71)
31212015 Refund
Holiday
260.00
3731/2015 4170 Wine Country Raft
Holiday
(245,00)
3/3112015 4170 Wine Country Radio
Holiday
(180.90)
373112015 4170 W ria Country Radio
Holiday
(90,00)
3731/2015 4179 Wine Country Radio
Holiday
(150,00)
3/31/2016 Refund
Holiday
260.00
410/2016 Rofutid
Holiday
250.00
0/12/2016 Refund
Holiday
250,00
7/31/2014 Credt Card Vista Print
Sidewalk Salo
(144,48)
0/518014 3931 BarborSign
SldewalkSalo
(364,13)
011312014 Petaluma Pool
Sidewalk Salo
(188.00)
811072014 3069 Sonoma Media Investments
Sidewalk Halo
(891.07)
918/2014 3081 Cityaf Potalumo
Sidewalk Sala
(26,04)
9/1612014 3087 City of Petaluma
Sidewalk Sale
10/3112014 4030 PaditDlsplay
Beautiricellon
(4,700.00)
08705/2016 Credit Card Rex Ace Hardware
Beauliftoatton
(12,10)
7/1112014 9902 Fhst Alarm Security, Ina
Secudly Services
(312.00)
816/2014 3936 "Alum Security, inn
Sawdtysarvtcoa
(312,09)
872972014 3875 First Alarm Security, Ina
Sawdly Som6es
(312,09)
107312014 4005Fiml Alarm Security, Ina
SowdtyServicea
(312.09)
1117/2014 4041 First Alarm Security, Ina
SewdtySorvices
(312.00)
t2/272014 4080 Flint Alarm Sowdty, Ina
Seeudty Services
(312,00)
12/30/2014 4092 First Alarm Security, ins
Seanity $emcee
(312.00)
2111/2016 4127 First Alarm Bm;Wly, [no
sadxattyServicea
(312.09)
26
PelaWo DeYMIOMTl Association
Bid Funds Received and expandi6ue8
For Fiscal Year F.ndrug ,June 30, 2015
Bib Percentages
28%
32%
20%
20% TOTAL
Date
Transaction TolFmm
pascdption
Marketing
security
Beaulmoatien
Admrn
3111/2015
4154 Flrut Alarm Socudly, Inc
security Services
(312.00)
418/2016
4184 First Alarm SeWdty,lnc
Sawrityservicea
(312,00)
SAW2015
4235 First Alan Security, Inc
Security Sarvicea
(312,09)
8/3/2016
"4274 First Alarm Security, Inc
SowrIty$orvices
(312,00)
0124/2015
4200 First Alarm Security, Inc
Security Services
(168.54)
712312014
3912 AT &TCap(tal Services Ina
Camara security
(290:88)
811812014
3952 AT &T CapitalSorvicenIna
CamaraSacadly
(209,80)
011312014
3088 AT &T Capital Sorvicea Inc
Camera Security
(200,80)
10120/2014
4020 AT &T Cspltal Sorvicea Inc
Camera Eacurily
(290,88)
10/3112014
4935 AT &T Capital Services Inc
Camera Security
(145.98)
11114/2014
4040 AT&T'Capnal Services Inc!
Camera Security
(290,88)
12118/2014
4075 AT &T CapltW Services (no
Camara SoauBy
(290,88)
1/19/2016
4104 AT &T Capital Services MG
Camera Security
(200,08)
WOWS
4131 AT&TCapga11ServicesInc
CamemSecudty
(681.76)
4/1/2015
4180 AT &T Capitol Services Ina
Camorasacudty
(295,80)
5/1/2015
4215 AT &T Capital Services Inc
Camara Smutty
(200.88)
01112015
4245 AT &T Caphal Services Ina
Camara Security
(290,88)
03104/2015
41148 Muniservicoo
Bid Processing
(55900)
3/31/20115
PayPet Foos
(5.80)
7.1,140,30.18
Bid Share of adman Casts
WeWto
(43.08)
-
7.1.140,30AS
Old Share ofodmincoats
Wages
(1,800,34)
7,1,148,3p,15
Bid Share ofadmincoals
UOGttar
(89.27)
7.i.td 8,30.15
Ofd Share of adman costs
Telephones
(179,78)
7,1.14- 8.30.16
Old Share of admin costs
Rent
(20.09)
7.1.148.30.16
Hid Shane of adman casts
Public Relatfons.
(3.26)
7.1,14- 8,30,f5
Bid Share of•admincosts
Professional Fees
(328,82)
7.1.140.30.15
Bid Share of Orate costs
Cute $Wes & Postage
{191,98)
7,1,14 8.30.15
Bid Share of adman CoM4
Payroll tax Fuse
(138,35)
7.1. f4 8.30.115
Bid Share of adman costs
Iloonse and Tax
7.1,14 - 810.19
Bid Share of admaa costs
insurance
(1311.07)
7.1.148.30.16
Bid Share of adman Costs
Eg4ment Maintenance
7.1.14.8.30.16
Bid Sham of adman costs
Promotion
(28.08)
7,1,14.8.30.16
Bid Share of adman Coate
Employee Benorits
(710.12)
7,1,1:4.8.30.16
Bid Stairs of adman Caste
puss & Subscriptions
Total DID oVenaos
(12,850,80)
(7.546.28)
(4,712.19)
(4,038,64) (29,144.80)
8,30,T5 Cnding balance BID
18,570.93
15,028,99
27,0`18,50
(2,307.03) 55,117;55
27
BID ANALYSIS 2008 -2016
Previous 6 year BID Actual Collections
YBAR 2008109 `::0911.0.3: i10/1:1t" ':`111/12 S '':�2i1$.0 '13114 14/15
Collected $ 69,000 $ 50,637 $62,8601 $ 44,793 $ 61,914 $45,506 $ 61,940
eun�FT -zr
15116
$ 65,000
Updated: 11.3.15
BID
08/09
;OSL09i:
'09/10
`109/AO`
10111
r.' =.[0111
`11/12 "'
' 11/12 ti
12113
1;::92/13;.`::
13114
s= 13114:.
13/14
riu =14/L5
16/16
15/16
Expected
Actual
%
Actual
%
Actual
%
Actual
%
Actual
%
Actual
%
Actual
%
Budget
Notes
Security Patrols
$ 7,750
Private security atrolsThurs -Sun 10 m- 4am52weeks
AMT Interenst to host camera
$ 1,600
Monthly Internet
Security
32%
$18,880
40%
$20,265
50%
$26,425
60%
$22,397
50%
$25,957
60%
32%
$7,546
32%
$ 20,800
Marketing
32%
$18,880
30%
$15,191
28%
$14,798
28%
$12,542
28%
$14,636
28%
Security32%
28%
$12,851
28%
$ 18,200
Beautiflcation
16%
$9,440
20%
$10,127
20%
$10,670
20%
$8,959
20%
$10,383
20%
V$451605
20%
$4,712
20%
$ 13,000
Administration
20%
$11,800
10%
$5,064
2%
$1,067
2%
$896
2%
$1,038
2%
Valentines -for the love of Petaluma
$ 2,000
%
$ 13,000
Trick orTreal
$ 700
Posters maps, ads balloons
Hollda Marketing season
$ 4,900
Merchant Open house, balloons horse & wagon, entertainment, flyers, posters, ads
=O6%1--*$G6'OOO
Holiday shopping l8 guide Sonoma
100%
$59,000
100%
'$60,637
100%
$52,860
100%
$ 44,793 1100%.1-$61,9141100%
Online ad click through to website
Holiday shappi n g gift guide Marn
$ 366
08/09 Budget ''
09110 Budget"
10111 Budget:'i
Cameras
City billed approximately $65k
Percentages are changed to accommodate increase In camera m(nc costs
Original Contract = $16,000 PLUS increase $6,000 /year n $22,000
$8,000 /year
Admin costs reduced due to free rent due to move to PVP
Reduced by $500 to cover Increased security costs
Reduced by $1,000 to cover Increased security costs
No % changes
No % changes
Change in % approved by BID committee, effective Jane 2014 - result of reduction in camera lease contract back to 08/09 levels
BID increase in Income due to past payments coming in for 2012 thru 2015
BID increase objective to receive payments from businesses not previously billed
Spartan
Administration
Marketing
6eauti icatlon
11/12 Budget ='
12113 Budget `
13114 Budget
14/15 Budget
15/16 Budget I
BID 2016 Proposed Projects
Projected Revenue
Total Possible
$ 66,000
projected from
total district data
Expected
$ 55,000
assuming 85 °h collections
Proposed Projects
Expected
Possible
Notes
Security Patrols
$ 7,750
Private security atrolsThurs -Sun 10 m- 4am52weeks
AMT Interenst to host camera
$ 1,600
Monthly Internet
AT &T camera contract
$ 1,450
Lease of equipment ex ires 612016
AT &T smarinet maintenance
$ 600
Software maintenance
Additional security/Education
$ 6,3oo
Heightened security dLidng holidays and peak times. Security education creation of pamphlet
Possible security bike patrols
Security32%
$17,600
$ 20,600.00
Destination marketing downtovm
$ 2 400
Destination marketing ads & editorial in Chamber & Visitors guide .
Newspaper special sections
$ 1,200
Destination Downtown shopping
Sidewalk Sale
$ 1,000
i
Street banner $400,8 ers $100 advedising $500
Harvest Days event
$ 400
Banners posters, 8 ers radio, online and prints ads - social media
Valentines -for the love of Petaluma
$ 2,000
Posters banners, ads social media
Trick orTreal
$ 700
Posters maps, ads balloons
Hollda Marketing season
$ 4,900
Merchant Open house, balloons horse & wagon, entertainment, flyers, posters, ads
Holiday shopping l8 guide Sonoma
$ 1,200
Sonoma county Press democral/Ar us
Online ads Press Democrat
$ 500
Online ad click through to website
Holiday shappi n g gift guide Marn
$ 366
Morin count ads ald $1,500 offset by Visitors Program)
Holiday lighting
$ 295
Trees Putnam Plaza
Radio ad campaign
$ 439
Radio Ad Marketing Campaign
Marketing 28%
$ 15,400,00
$ 18,200.00
Holiday Decorations
$ 5,000
70 Holiday banners, 8 wreaths Installation up and down cleaning, updating and storage
Newspring banners
$ 5,600
50% from sponsorship and 60% from BID
Paint supplies for graffiti clean - u
$ 500
paint, supplies for qraffiti clean up in downtown core and garage
Beautification 20%
$ 11,000.00
$ 13,600,00
Administrallon costs
$ 1,300
Website updates and maintenance
$ 710
Telephone & PG &E
$ 400
Insurance '
$ 1,950
Wages & benefits
$ 240
Office supplies
$ 6,400
BID processing includes public noticing and payment rocessin new local bllllng and Munt continued
collections
for2012
-15
Administration 20%
$ 11,000.00
$ 13,000.00
Total
$ 56,000.00
$ 66,000.00
28
City of Petaluma, CA
Downtown Business Improvement District (BID)
Mungle & Assoc. - as administering agent
628 E. Washington St, Ste. A
Petaluma, CA 94952
DRAFT
Business Name
DBA
Addressl
Address2
City, State, Zip
Dear Business Owner l Tax Manager:
X858
BID Account #:
ATTACHMENT 5
* *2016 CITY OF PETALUMA DOWNTOWN BUSINESS IMPROVEMENT DISTRICT (B1D) **
The City of Petaluma City Council partners with BID for assistance in the collection of its Downtown
Business Improvement District (BID) fees, This mailing is to transmit the 2016 Downtown Business Improvement
District fees invoice that is due on or before March 31, 2016 and becomes delinquent on April 1, 2016.
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 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 time equivalent). If you have any questions
regarding your zoning or number of employees, please contact Mungle & Assoc, at (707)778 -1716 or
email BID at: petalumaBID(Dcmungle.com
Mungle & Assoc, Remittance Address:
Mungle & Assoc, . Attn. Petaluma BID
628 E. Washington St, Ste. A • Petaluma, CA 94952
(Make Checks Payable To; Petaluma BID)
The assessment was established in November 2000, when the Petaluma City Council adopted Ordinance 214 N.C.S.
establishing the Downtown Business Improvement District (BID). This occurred at the request of the Petaluma
Downtown Association (PDA), after an extensive public hearing process, required by State Law. During the process,
local business owners who were to be included in the BID had the opportunity to protest the formation of the district
and terminate the process. However, recognizing the utility of the BID, very few chose to oppose the BID and the
District was formed. The PDA Board serves as the BID Board of Directors and administers the funds collected from
you by the City of Petaluma. The PDA does not.have the'authority to change this ordinance or grant exemptions.
According to the Annual 2016 Report of the BID, approved by the Petaluma City Council in December 2015
assessment funds will be used as follows:
32%
Downtown Security
$ 20,800
26%
Downtown Marketing
$ 98,200
20%
Downtown Beautiitcation
$ 13,000
20%
Administration
$13,00 0
Total. $ 65,000
Please support the Downtown Business Improvement District by making your timely payment as indicated on the
enclosed invoice. Thank you foryour continued efforts to maintain an economically vibrant and attractive downtown.
Sincerely Yours,
Mungle & Associates
As administering agent for the City of Petaluma
29
2��tr
City of Petaluma, CA
2016 Downtown Business Improvement District (BID)
r86$ Invoice
Remit To: Attn: Mungle & Associates • 628 E. Washington, Ste. A • Petaluma, CA 94952
Phone: (707) 778 -1716 • Email: petalumaBIDltacmuntxle.com • Website: www.petalumadowntown.com
[Business Name]
[DBA]
[Addressl]
[Addressl]
[City, State, Zip]
Due on or before: March 31, 2016
Delinquent: April 1, 2018
10% Penalty Phase: May 1, 2018
Location Information: YOUR BID CATEGORY:
[Street Addressl, Street Addressl] [Pre -print Category Here]
[City, State Zip] BID Account #:
Downtown Petaluma Business Improvement District (BID) Assessment Fee Table
Retail. Restaurant and Antique Collectives: Businesses that buy and resell goods or comestibles, Examples are clothing stores,
shoe stores, office supplies and antique shops as well as businesses that sell prepared foods and drinks.
Service Businesses; Businesses that sell services. Examples are beauty and barbershops, repair shops, most automotive
orientated businesses, entertainment businesses such as theaters, etc.
Lodging: Includes renting rooms 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.
r .,
r Dt,serlpElon �bf Busrne5ss .. ZYne t Zone
� 97 1ntnEC.l- .s" t t.
Retailers and Restaurants;
Sched 9.0 0 -3 employees $ 150.00 $ 100.00 $ 50.00
Scher! 1.0 4-6 employees $ 250.00 $166.00 $ 83.00
Sched 1.0 7+ employees $ 350.00 $ 232.00 $116.00
5 4 Descnron bf Business 4
� C ti r �4 112t% i M."
Antique Collectives. -
Sched 2.0 0 -3 dealers $ 150.00 $ 100.00 $ 50.00
Sched 2.0 4 -6 dealers $ 250.00 $ 166.00 $ 83.00
Sched 2.0 7+ dealers $ 350.00 $ 232.00 $116.00
Service Businesses:
Schad 3.0 0 -3 employees /operators $ 100.00 $75.00 $ 50.00
Scheel 3.0 4 -6 employeesloperators $ 200.00 $150.00 $100.00
Schod 3.0 7+ employees /operators $ 300.00 $225.00 $150.00
Sched 4.0 Professional Businesses: $ 125.00 $ 82.00 $ 41.00
r DescrrON of Business -��
Ilite►aial�Gade �-= � � �f�lj nL'i i�'�'os i �� <1`,a�14 �'��� 7,�icre! S °.�' ��la � ¢-Jx r 1 l;
Sched 5,0 Financial Institutions: $ 500.00 $ 500.00 $ 500.0(
Lodging:
Sched 6.0 1 -10 rooms $ 150.00 $ 150.00 $ 150.00
Sched 6.0 11 -25 rooms $ 250.00 $ 250.00 $ 250.00
Scher! 6.0 26+ rooms $ 350.00 $ 350.00 $ 350.00
Enter # of employees, operators, dealers or rooms:
(Employees are calculated on full -time hours. Part -time employees should be added together to get a full -time equivalent.)
From the table above, enter amount due: $
(Make Checks Payable To: Petaluma BID)
30
City of Petaluma
BID / Business Update (Form
Remittance Address:
Attn: Petaluma BID o 628 E. Washington St, Ste. A o Petaluma, CA 94952 a Phone: (707) 778 -1716 .
Email: petalumaBlDacmun ale. com a Website: www.petalumadowntown.com
BID Account #:
Name of Business on File:
Instructions: Please complete this form if you have any changes to your account. To ensure that we have the,
correct information regarding your business and the number of employees you have, please update applicable
sections on this form and return with your BID payment and remittance form to Mungle & Assoc. at the address
listed above. Thank you for taking the time to provide updated information on this form.
Business Name:
DBA:
Business Mailing Address:
Business Physical Address:
Owner's Name:
Business Phone: ( )
Contact Person:
Email Address:
Description of Business:
Function of Company: _
Business Classification (select all that a
Business ID:
(AddreseCity/State/Zip)
(Street Address /City /StatelZip)
_ Owner's Phone:
_ Business Fax: ( ) _
— Contact Phone:
❑ Retail Business or Restaurant ❑ Service Business
❑ Antique Collectives ❑ Financial Institution
[] Professional Business ❑ Lodging
Type of Business (select one)
❑ Sole Proprietorship
❑ Governmental Agency
❑ General Partnership
❑ Professional Association
❑ Corporation
❑ LLP
❑ LLC – Single Member
❑ Other (please explain)
❑ LLC – Multi Member
Form Completed By:
Date Submitted: ____
Print Name:
31
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32
David Glass
Mayor
Chris Albertson
Teresa Barrett
Mike Harris
Mike Healy
Gabe T(earuey
lWhy Miller
Councllmembers
Finance DepatKrnent
11 English Street '
Petaluma, CA 94952
Phone (707) 778.4352
Fax (707) 778 -4428
E Mail:
finance @cipetab nta.ca.us
General Services
Phone (707) 778 -4384
Fax (707) 776 -3645
Purchasing
Phone (707) 778 -4352
Fax (707) 778 -4428
E -Mail:
finance &ipetaluma. ca.us
7ltiltty Billing
Phone (707).778 -4350
Fax (707) 778 -4428
E Mail.'
ut!h bills cipetahuna.ca.us
POSE' OFFICF, Box 61
PETALuMA., C.A.94953 -0061
December 7, 2015 DRAFT ATTACHWNNT 6
NOTICE OF PUBLIC HEARING
RESOLUTION APPROVING THE 2016 DOWNTOWN PETALT_lMA BUSINESS
IMPROVEMENT DISTRICT ANNUAL REPORT AND RELATED BUDGET;
DECLARING THE INTENTION TO LEVY THE 2016 ANNUAL ASSESSMENT FOR
THE DISTRICT; AND SETTING A PUBLIC HEARING ON THE PROPOSED 2016
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 "), witbin
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. 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
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 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 regalqity 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 Cleric 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 riot
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 maj ority 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
34
WHEREAS, the 2016 DPBID Annual Report proposes no changes in the boundaries,
method of assessment, or rate of assessment related to the DPBID; and the proposed DPBID
2016 Budget establishes the following budgetary priorities with estimated ;revenues and
expenditures:
32% Security
$20,800
28% Marketiisg
$18,200
20% Beautification.
$13,000
20% Administration
$13,000
Total:
$65,000
WHEREAS, the 2016 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 2016 fiscal year, the boundaries of the DPBID and any benefit
zones within the DPBID, and the proposed assessments to be levied oil businesses in the DPBID
for the 2016 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 2016 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 2016 Annual Report and Budget at their December 7, 2015 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 4, 2016, 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 2016, At the hearing, written and
oral protests may be made in accordance with California Streets and Highways Code Sections
36524 and 36525.
City Clerk's Office
City of Petaluma
11 English Street
Petaluma, CA 94952
L- In accordance with the Americans with Disabilities. Act, if you require special assistance to
participate in this meeting, please contact the City Clerk's Office at (707) 778 -4360 (voice) or (707) 778-
4480 (TDD). Translators, American Sign Language interpreters, and /or assistive listening devices for
individuals with hearing disabilities will he 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 accordance with the
requirements of the Government Code.
17544061
35
EXFIIBIT 2
Downtown Petaluma Business Improvement District
FY 2016 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 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 2016 Budget Allocations
• 32%
Security
$20,8Q0
• 28%
Marketing
$18,200
•' 20%
Beautification
$13,000
• 20%
Administration
$13,000
Total:
$65,000
BID 2016 Proposed Projects
Projected Revenue,
Total Possible
projected from total district data
Expected
$ 56000
assuming 86 /ocollections,
Proposed Projects
P� acted
Possible
I Notes
Secudly Patrols
$ 7,760
Private security Patrols Thura -Sun 10 m-4am 62 weeks
AMT Interenet to host camera
$ 1,600
Monthly Internet
AT &T camera contract
$ 1460
Lease of equipment ex ires 612016
AT &Tsmartnet maintenance
Additional secud !Education
$ 600
$ 0,300
Software maintenance
Heightened security during holidays and pook times. Security education creation of am hlet
Possible security bike palrols
Secudty32%
$17,600
S 20,6o0.00
Destination marketing downtown
$ 2,400
Destination marketing ads & editorial in Chamber & Visitors guide
Newspaper s acial sections
$ 11200
Destination Downtown sho Ing
Sidewalk Sale
$ 1 000
street banner $400 fl ers $100 advertising $500
Harvest Days event _
$ 400
Banners posters, fl ars, radlo online and pflnta ads - social media
Valentines -for the love of Petaluma
$ 2,000
Posters banners ads soclel media
Trick or Treat
$ 700
Posters maps, ads balloons
HolldayMarkelingseason
$ 4,900
Merchant open house balloons horse &wagon, entertainment flyers, posters, ads
'Holiday shopping Ift guide Sonoma c
$ 12oo
Sonoma count Press democrai/Ar us
Online ads Press Democrat
$ 600
Online ad click through to website
Holiday shopping gift guide Marm
$ 305
Merin count ads aid $1,600 offset by Visitors Program
Holiday lighting
$ 295
Trees Putnam Plaza
Radio ad campaign
$ 439
Radio Ad Marketing Campaign
Marketing 28%
$ 15,400.00
$ 16,200.00
Hollda Decorallons
$ 5 0DO
70 Holiday banners, 8 wreaths installation up and dawn, clearing, updallnil and storage
Newspring banners
$ 6,5oo
50 % from sponsorship and 50 % from BID
Paint supplies for graffill clean - ti
$ 500
paint, suppiles for graffiti dean up in downtown core and garage
Beautification 20%
$ 11,000.00
S 13,000.00
Administration costs
$ 1,300
Webslle u dales and maintenance
$ 710
Telephone & PG &E
$ 400
insurance
$ - 1,950
Wages & benefits
$ 2q0
Ogice su Iles
$ 6,400
el0 rocessln includes public noticing and amens rocessin9newlocalbillin and Muni continued collections for 2012 -15
Adminfstralton 20%
S 12,000'.00
S 00
Total
$ 65,000,00
.00
$ 65,000.00
6,
37
Seeurity - 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
Feller Street Gaiage.)
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 - today 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.).
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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 weak 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 Bankjng, 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
$S00
Institutions
Lodging (1 -10 Rooms)
$150
$150
$150
(11 -25 Rooms)
$250
$250
$250
(26+ Rooms)
$350
$350
$350
Note: Retail, restaurant and service businesses will be charged on size which will be
determined by number of employees, either full -time or the equivalent made up of
multiples of part -time employees while Antique Collectives will be charged by number of
business licenses active within one location.
39