HomeMy WebLinkAboutStaff Report 5.C 01/06/2020DATE:
TO:
FROM:
Agenda Item #5.0
January 6, 2020
Honorable Mayor and Members of the City Council through City Manager
Corey Garberolio, Finance Director
SUBJECT: Resolution to Approve the 2020 Downtown Petaluma Business Improvement
District Annual Report and Related Budget; Declaring the Intention to Levy the
2020 Annual Assessment; and Setting a Public Hearing on the Proposed 2020
Annual Assessment
RECOMMENDATION
It is recommended that the City Council adopt the attached Resolution Approving the 2020
Downtown Petaluma Business Improvement District Annual Report and Related Budget,
Declaring the Intention to Levy the 2020 Annual Assessment for the District, and Setting the
Public Hearing on the Proposed 2020 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 (Board) is
established to administer the affairs of the DPBID.
Under PMC section 6.04.100, the Board must present the City Council with an Annual Report
and related budget information for review and approval prior to the City Council adopting a
Resolution of Intention to levy an annual assessment. The City Council cannot adopt, modify or
otherwise amend the proposed budget of the DPBID in a manner that is inconsistent in any way
with the budget as agreed to and presented by the Board 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 DPBID Board.
The fiscal year for the DPBID begins on January 1 st. The types of improvements and activities
included in the 2020 proposed budget for funding by the levy of assessments on businesses in the
DPBID are as follows:
27%
Security
$20,250
23%
Marketing
$17,250
30%
Beautification
$22,500
20%
Administration
$15,000
Total:
$75,000
A detailed listing of the activities included in these categories is provided in Attachment 7. The
BID Analysis included in Attachment 7 on page 35 shows historical collections, percentage
allocations and billing totals.
DISCUSSION
Pursuant to PMC Section 6.04.100, the DPBID Board 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 California Streets and Highways Code Section 36500 et seq. (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 27,
2020. At that time the City Council will be asked to consider public comment and input on the
proposed budget and the DPBID annual assessment. A draft version of the notice for
transmission to approximately 600 businesses in the district boundary is provided in Attachment
4.
Mungle & Associates performed the DPBID billing and collection services for 2019 and will
carry out these same services in 2020. The services include printing and mailing the DPBID
notices and attachments, processing and depositing all payments, and preparing and submitting
reports to PDA staff for periodic review. Mungle & Associates will mail up to 3 notices and
make a reminder call approximately 15 days after the deadline to pay. Mail for the DPBID will
be sent to Mungle & Associates' office and processed for deposit into a DPBID bank account.
Mungle & Associates also will provide year-round delinquent account collection services for the
2017, 2018 and 2019 DPBID calendar years.
PUBLIC OUTREACH
This item was noticed with the Monday, January 6, 2020 Regular City Council/PCDSA Meeting
agenda, in accordance with Government Code §54954.2(a).
101L1ElL1`101 /_1 N IU 16EX91 Ify
I
Over the past ten years, the DPBID has received the following from assessments:
• 2010 $50,636
• 2011 $52,850
• 2012 $5,000
• 2013 $83,319
• 2014 $35,241
• 2015 $61,940 (includes collections from 2012, 2013, and 2014)
• 2016 $71,544 (includes collections from 2014 and 2015)
• 2017 $64,795 (includes collections from 2015 and 2016
• 2018 $67,458 (includes collections from 2017)
• 2019 $74,000 (includes collections from 2018)
Mungle & Associates' fee for calendar year 2020 billing and collection services is $10.15 per
business billed which is estimated to be $7,100. Calendar year 2019 and 2020 collection
services are included in the rate per business billed. Collections on overdue accounts will be
billed on an hourly basis not to exceed 25% of the collected amount. Fees will be invoiced to the
PDA and paid for by the PDA.
ATTACHMENTS
1. Resolution Approving 2020 Annual Report and 2020 Budget and Declaring Intention to
Levy Annual Assessment
2. DPBID Annual Report, Budget and Map for 2020 Fiscal Year
3. Ordinance 2104 N.C.S. (Exhibit 1 to Resolution) with Exhibit A to Ordinance
4. Draft Public Notice
5. Letter of Correspondence
6. Draft DPBID Invoice and Letter to Business Owners with Attachments
7. 2019 Fiscal Year DPBID Funds Received and Expenditures and Financial Information
from the Petaluma Downtown Association
3
axe] Is 105 1 o1►`i1 s
RESOLUTION APPROVING THE 2020 DOWNTOWN PETALUMA BUSINESS
IMPROVEMENT DISTRICT ANNUAL REPORT AND RELATED BUDGET;
DECLARING THE INTENTION TO LEVY THE 2020 ANNUAL ASSESSMENT
FOR THE DISTRICT; AND SETTING A PUBLIC HEARING ON THE
PROPOSED 2020 ANNUAL ASSESSMENT
WHEREAS, on November 20, 2000, in accordance with California Streets and Highways
Code Section 36500 et seq. ("the Act"), the Petaluma City Council adopted Ordinance 2104
N.C.S., later codified as Chapter 6.04 of the Petaluma Municipal Code, establishing the Downtown
Petaluma Business Improvement District ("DPBID"), within the area described in Exhibit 1, which
is attached to and made a part of this Resolution; and
WHEREAS, Section 6.04.050 of the Petaluma Municipal Code lists the types of
improvements and activities that may be funded by the levy of assessments on businesses within
the DPBID as follows:
A. The acquisition, construction, installation or maintenance of any tangible property with an
estimated useful life of five years or more including, but not limited to, the following
improvements:
1. Benches
2. Trash Receptacles
3. Decorations
4. Facade Improvements
5. Permanent Landscaping
B. Activities including, but not limited to, the following:
1. Promotion of public events which benefit businesses in the area and which take place on
or in public places within the area.
2. Furnishing of music in any public place in the area.
3. Activities which benefit businesses located and operating in the area, including but not
limited to, commercial shopping and promotional programs; and
WHEREAS, under Section 6.04.100 of the Petaluma Municipal Code, the Board of
Directors established to govern the affairs of the DPBID must present the City Council with an
annual report and budget for review and approval prior to the City Council consideration of levying
a benefit assessment for the following fiscal year; and
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
11
WHEREAS, Section 36535 of the Act provides that public hearings on levy of annual
assessments pursuant to the Act must be conducted in accordance with Sections 36524 and 36525
of the Act, which provide as follows:
A. The City Council shall hear and consider all protests against the establishment of the area,
the extent of the area, or the furnishing of specified types of improvements or activities
within the area. A protest may be made orally or in writing by any interested person. Any
protest pertaining to the regularity or sufficiency of the proceedings shall be in writing and
shall clearly set forth the irregularity or defect to which the objection is made.
B. Every written protest shall be filed with the City Clerk at or before the time fixed for the
public hearing. The City Council may waive any irregularity in the form or content of any
written protest and at the public hearing may correct minor defects in the proceedings. A
written protest may be withdrawn in writing at any time before the conclusion of the public
hearing.
C. Each written protest shall contain a description of the business in which the person
subscribing the protest is interested sufficient to identify the business and, if a person
subscribing is not shown on the official records of the City as the owner of the business,
the protest shall contain or be accompanied by written evidence that the person subscribing
is the owner of the business. A written protest which does not comply with this section
shall not be counted in determining a majority protest.
D. If written protests are received from the owners of businesses in the proposed area which
will pay 50 percent or more of the assessments proposed to be levied and protests are not
withdrawn so as to reduce the protests to less than that 50 percent, no further proceedings
to create the specified parking and business improvement area or to levy the proposed
assessment, as contained in the resolution of intention, shall be taken for a period of one
year from the date of the finding of a majority protest by the City Council.
E. If the majority protest is only against the furnishing of a specified type or types of
improvement or activity within the area, those types of improvements or activities shall be
eliminated; and
WHEREAS, the 2020 DPBID Annual Report proposes no changes in the boundaries,
method of assessment, or rate of assessment related to the DPBID; and the proposed DPBID 2020
Budget establishes the following budgetary priorities with estimated revenues and expenditures:
27%
Security
$20,250
23%
Marketing
$17,250
30%
Beautification
$22,500
20%
Administration
$15,000
Total:
$75,000
WHEREAS, the 2020 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 2020 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 2020 fiscal year.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Petaluma as
follows:
1. The DPBID 2020 Annual Report and Budget is hereby approved.
2. 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 2020 to pay for
improvements and activities within the DPBID, which Annual Report and Budget is attached to
and made a part of this Resolution as Exhibit 1 in accordance with Chapter 6.04 of the Petaluma
Municipal Code and the Act.
3. A public hearing will occur on January 27, 2020 at 7:00 PM, or as soon thereafter as the
matter may be heard, at the Petaluma City Council Chambers, 11 English Street, Petaluma, CA,
concerning levy of the assessment proposed for the DPBID for calendar year 2020. At the hearing,
written and oral protests may be made in accordance with California Streets and Highways Code
Sections 36524 and 36525.
3
ATTACHMENT 2
DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT
ANNUAL REPORT, BUDGET AND MAP FOR 2020
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 and detailed in Attachment 7.
5. Surplus/Deficit Carried Over from Prior Year: None
6. Contributions from Other Sources: None
Downtown Petaluma Business Improvement District 2020 Budget Allocations
27%
Security
$20,250
23%
Marketing
$17,250
30%
Beautification
$22,500
20%
Administration
$15,000
Total:
$75,000
Security - 27% - 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 DPBID funds for the
Keller Street Garage.)
Marketing - 23% - 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 - 30% - 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.).
Tvpes of Businesses Assessed
• Retail, Restaurant and Antioue 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.
• Lod2in2: 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 Twe of Business Within Zones
ZONE A ZONE B ZONE C
Restaurants and
Retailers (1-3 Employees)
$150
$100
$50
(4-6 Employees)
$250
$166
$83
(7+ Employees)
$350
$232
$116
Antique (1-3 Dealers)
$150
$100
$50
Collectives (4-6 Dealers)
$250
$166
$83
(7+ Dealers)
$350
$232
$116
Service (1-3 Emp/Operators)
$100
$75
$50
Businesses (4-6 Emp/Operators)
$200
$150
$100
(7+ Emp/Operators)
$300
$225
$150
Professional
$125
$82
$41
Businesses
Financial $500 $500 $500
Institutions
Lodging (1-10 Rooms)
$150
$150
$150
(11-25 Rooms)
$250
$250
$250
(26+ Rooms)
$350
$350
$350
Note: Retail, restaurant and service businesses will be charged on size which will
be detennined 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.
n.
I
"471VE ICUBSE!,
EM F, I FF. EC a.
OF ORDINAM
W P7
op-DiNANcE No, 2104 N.C. 8,
2
4
5 Introduced by Councilmember Seconded by Councilmember
6
7 Matt Malzu'ire. Pamela Torliatt
16-
.12 All ORDIWANCE OF 711M+ CMY COILTINCIL OF 'ME, CITY OF')?ETAMA,'
'
13 CA-LTUORN A,- ADDING CEMTER 6.04 TO THE, PE TALUMA -MUMCITAL CODJGI
14 ESTABLISDINGTHE I)OWNTOWNPETALUMA
15 JIUSMSS DIPROVE ME NT DISTRICT
16
17 RECITALS:
is
19 WHE RE, AS,, on September 18, 2000, the City Council of Petaluma, on -behalf of the City of
20 Petaluma, (the "City"), adopted Resolution #00-177 N.C.S. (the "Aesoluti6if'"), declaring its
21 intention to establish a Parldng and Business Improvement District(hereffiafter referred to as the
22 "District"), to levy a benefit assessment on all businesses, trades; professions; and vendors within
23 said .1istrict, the- proceeds of which shalt be used for the public purposes herein -described to
24 -benefit the businesses in the District, pursuant to the Parking* and Business, Improvement Area
25 Law of 1989,. Part 6 (commencing with Section 36500) of Division 18 of the California Streets
26 and -Highways Code (the, "Act"); and,
27
28 'WDEREAS,, 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 PK at.City
30 Hall, 11 English Streat,'Petaluma, CaMhi a; and,
31
32 'WHEREAS, said public hearing has been held and the City Council has heard and considered
33 all oral and wfitten'protests, and other comments regarding such proposed actions; and,
Ord. 2104 NCS Page I
10
I WYREAS, protests -in writing from 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 Improvdinent Area, to provide for the imposition of a, benefit assessment
6 and.to adopt ark ordinance to such effect; and,
7
8 WBERE, A$, in the opinion of this City Council, the businesses within the District will be
9 benefited by the expenditure of the funds raised by the assessments levied hereby in the manner
10 pr6scribed 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
M from the fon-nation of the Distri6t, and may impose a tiered assessment or charge within each of
15 the benefit zones; and,
16
17 'WREREAS, all provisions, of the .Act 'applicable to the establishment, -modification., or
19 disestablisliment of a District shall apply to•the. establishment, riiodificatior4 or disestabEshment
19 of benefit zones pursuant to the Act, and the establishment or the 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 s4m e
22 procedure as provide for disestablishment of a District; and,
23
.24 - WMMEAS, upon the request of the District- Board of Directors, this City Council 'shall:
-25, commence the proceedings required• by law to amend the boundaries, assessments or charges
26 established pursuant to this Ordinance subject to approval, of the Board of Directors of the
27 District as expressly provided for herein; said modifications being made pursuant to the
28. procedural requirements of the Act, but no assessment or charge shall be -modified which would
29 imp -air the ability of the District to meet the obligations of a contract to construct or operate
30. physical improvements in the District; and,
31
Ord, 2104 NCS
Page 2
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WREPM AS, 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 and
subject to Board approval, provided such changes are .made_ by a supplemental Ordinance
adopted after a hearing before the City Council; and,
WYEE-JtE AS, for purposes of the assessments or charges to be imposed, pursuant td. this.
Ordinance, this City Council may make a reasonable classifibation' of businesses, giving
consideration- tG-various factors, including gene'ral benefit to' businesses and the degree of benefit
received from District programs; and;
WETERFAS, the assessments or charges levied on businesses pursuant to this Ordinance, shall, to
the maximum exterit..feasible, be 16vidd on the basis of the estimated benefit to the businesses
within the District-.
NOW, TR�REI FORE, THE. CITY COUNC)EL OF THE( CITY OF VE TALUMA DOES
01�,DAIN 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 pubfid hearings. and
certain findings of the City Councit.'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;
CHAPTER 6.04 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT.
6,04,010 DerinitioiRs.
In order to distinguish between District businesses and for the purpose of calculating and
applying the amount of assessments owed, the following definitions shall apply:
Ord. 2104 CICS
Page 5
12
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%) of whose grass income is
3
derived from. "retail sales" as- that term -is defined under the California S ales 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;
9
B.
Restaurants: "Restaurant" • businesses include cafes, eating establishments, sandwich
10 ,
shops, dinner houses, restaurants -and fast food services and other similar businesses;
12
C.
Antique Collectives: "Antique. Collectives"- iuicludes such businesses and business
13
locations that represent multiple dealers of antique merchandise within one location..
14
15
U,
Service: "Service" businesses include businesses that combine retail and product services.
16
Examples are appliance stores, most automotive -oriented businesses, 'repair .shops,
17
repairing and'servicing businesses and service stations. Other businesses of a general
18
service -type nature such as general office, news and advertising media, printers, renting• •
19
and leasing businesses, utilities, -vending machine businesses, household finance
20
companies, entertainment businesses and other similar businesses not otherwise included
21
in categories a, b, e, e, 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 1
28
health service field, consultants, real estate bt-okers, financial advisors, laboratories
29
(including dental and optical),:hearing aid services, artists, photographers and designers.
30
31
Ord. 2104 NCS Page 4
13
G. Financial: Banks, savings.& lod-ns, rreditunions, etc.
3. H. Calendar'Year: "Calendar Year" meanslanuary 1st to and including December 31st of
4 the same, yeat.
6 1. Billing Period: "Billing Period" shall refer to the period of any portion of a calendar. year
7 in which a busiAess operation as defined above.
9 6.04.020 Establishment of BoWidaries.
10 A Parking and Business Improvement 'District is hereby ,established pursuant to the Parking and'
11 Business Tinprovement Area Law of 1989, Streets and Highways Code Section 36500 et seq. The
12 boundaries of the District and. the beri6fit zones within the District shall be as set forth on the
13 Exhibit IW'as attached to the Ordinance adopted to create said District•and incorporated herein.
14 by ref6renm This District shall be known as the "Downtown Petaluma Business 11-4rovement
15 District" (the "Districf).
16
17 6.04,030 Establishment of District Boa rd'of Directors.
18 There -shall be a Board of Directors ("Board") of the Distrief 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, Secr4ary 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 nonnat,afid routine conducting .of District
.24 Busine'ss shall be based on one (1) vote per assessed dollar, and said business tnust, be current in.
25 paymentof th Oir-Distri ct. assessment(s) to participate in such votes.
26
27 6,04.040 Establishment of:Bene.rit Assessinent. ,
`28 All 'businesses, trades, and professions located within the District boundaries shown on. the
29 Exhibit "N' referenced in Section 6.04,030,shafl, commencing January 1, 2001, pay an annual
30* benefit assessment to the District in an amount adopti,-d by -Resolution of the City C6uncil of the
31 - 'City ofP etalurn a.
,Ord. 2104NCS Page 5
14
1 6.*04.050 Puirpose and Use of Benefit Assessments'.
2 The types of improvements a -ad activities 'Proposed to be funded by the levy of assessments on
3 businesses" in the District are as follows:
4
5 A. The- acquisition, construction, installation, or maintenance of any tangible property with
6 an estimated useful life of five years or more including, but not limited to, the following
7 - improvern6tits:
9 1 B6nches;
9 2 Trash receptacles;
10 3 - Decorati6ns-,
11 4 Facade irriprovements;
12 ..5 P'ermanent 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;
is 3 - Activities which benefit businebses located and operating in the area, including
19 -but not limited to commercial• and d promotional programs.
9
20
21 6.04,G60 Exeltilsions From Benefit Assessment.
.22 No person or business shall be required W 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)
2-4. or (C) (6) of the Internal Revenue Service Code located within the District.
25
26 6.04.070 New Business Assessment Waiver.'
27 Any now business established witMn 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 withiii t -he District. City agrees to
31 supply the District with timely information regarding new businesses initiated witlrin the District.
Ord. 2104NCS Page 6
M
1 6,04.080 Collection of Downtown -Benefit Assessment.
2 The benefit .assessment authorized by this Ordinance for Downtow' n Petaluma businesses
3 (Section 5.0 hereof), shall be billed and collected each Calendar Year: The MD 'Advisory Board
4 may, from time to time, assess late charges on unpaid 13ID'assessment charges.
5
6 -6.04.090 Voluntaiy Contributions to District.
7 Contributions to the District shall be permitted on a voluntary basis. The. boundary, of the,
8 District shall not be modified as a result of the contribution, nor shall said contributing business
9 be considered a member of the District for voting'or other purposes. However, said business
10 making a voluntary contribution may be entitled to participate in the programs of the District
11 upon a findirig by the Board ofDirectors 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 shallbe necessary fox the Distriot Board of Directors to present an annual -
16 : budget. for City Council -review and approval prior to the beginning of each Fiscal Year..' The
17 purpose of this process is to comply with the Act provisions regarding public notice and hearing
18 prior to establishing the benefit assessments for the following Fiscal Year. City shall not -adopt,
19 modify or.otherwise amend. any Fiscal.Year budget of the District that is inconsistent in any way
20 with said Fiscal Year's budget as agreed to and presented by the District Board of Directors
21 except. -in the case of a*writtenmajority protest (regarding elimination or modification of any
22 specific budget item) from business' owners, which will pay 50% or -more of the assessmeimts
23 ' : proposed to be levied as to any specific budget item pursuant to GC Section 36525 (b). In such
24 case the written protest. regarding any specific budget item shall be grounds to eliminate or
25- modify said expenditure from the District's proposed budget pursuant to the written protest.
26
27 6.40.110. Decisions Regarding Expenditure of Funds.
28 As provided for within the guidelines of SB 1424, decisions of the District Board of Directors
29 regarding expenditure of all funds generated under this program shall be final.
30
31
Ord. 2104 NCS page 7
16
1 6.40.120 District proceeds Do Not Offset City $ervices-
City
�speoifically finds and declares that the funds derived fl,-orn 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: siddwalk 'cleaning, street cleaning ,and maintenance,. tree maintenance,
5 restroom . cleaning and maintenance, The City is not bound or obligated to- ally specific amount
6 of funding to tie District.
7
.9 6-40,130 Disestablishment ofthe District.
9 Proceeding to: disestablish the District shall. be initiated by the City Council following the
10. pzesentation of a petition to the City Council signed by business owners paying 50% or more of,
11 the assessments* levied in the District. Proceedings to disestablish the District shill follow the
12 procedures set forth in GC Section 36550. The City Council shall disestablish the District if,
13 following the public bearing prescribed in Section 36550 (b), Written protests are not withdrawn
14 as to reduce the protests below the 50%'.1evel..In the event of disestablishment of the District,
15 remaining. revenues of the District shall be r4mded to paying business owners in a-, pro -rata
16 manner calculated. in the sarne manner as was used to establish themost recent assessments
17 applied in the District.
19 Section 3. If any'section, subsection, sentence, clause or phrase of this ordinance is, for any
20 reason, held to be invalid or unconstitutional, such invalidity or unconstitutionality shall not
21. affect the validity or constitutionality of the remaining portions of this ordinance, it being
22 expres-sly declared that this ordinance and earli section, subsection, clause and phrase hereof
23,. would have been prepared, proposed, adopted, approved and ratified irrespective of the fad that
24, any one or more other sections, subsections, sentences, clauses, or phrases be declared invalid or
25 unconstitutional,
26.
27 Section -4. The ordinance shall take. effect upon the thirty-first {31st} day after its final passage.
29
Ord. 2104 NCS
Page 8
17
I INTRODUCED and ordered Posted/Pubfished this 16th day of October 2000. ADOPTED this
22 20th day of'November, 2000, by the following vote:
3
4 AYES: Healy, Keller, Cader-Thompson., HamEton, Maguire; Vice Mayor Torfiatt; Mayor
5• Thompson
:6
7 NOES: Norte
9 ASSENT: None
10
.11 ABSTAIN: None
12
13
'14 - - . Mayor
15 :.
16 ATTEST: A1�PRO VELA O RM:
17
18
19 CitCleri ' Jt City Attorn
Ord. 2104 NCS . Page 9
f
18
-01'r p To ORDII�XNC-g 2,104 N-C-S-
�-VI41
19
n .� V
;i N
19
January 9, 2020 DRAFT ATTACHMENT 4
NOTICE OF PUBLIC HEARING
RESOLUTION APPROVING THE 2020 DOWNTOWN PETALUMA
BUSINESS IMPROVEMENT DISTRICT ANNUAL REPORT AND RELATED
BUDGET; DECLARING THE INTENTION TO LEVY THE 2020 ANNUAL
ASSESSMENT FOR THE DISTRICT; AND SETTING A PUBLIC HEARING
ON THE PROPOSED 2020 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. 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
®1
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 regularity or sufficiency of the proceedings shall be in writing and
shall clearly set forth the irregularity or defect to which the objection is made.
B. Every written protest shall be filed with the City Clerk at or before the time fixed for the
public hearing. The City Council may waive any irregularity in the form or content of any
written protest and at the public hearing may correct minor defects in the proceedings. A
written protest may be withdrawn in writing at any time before the conclusion of the public
hearing.
C. Each written protest shall contain a description of the business in which the person
subscribing the protest is interested sufficient to identify the business and, if a person
subscribing is not shown on the official records of the City as the owner of the business,
the protest shall contain or be accompanied by written evidence that the person subscribing
is the owner of the business. A written protest which does not comply with this section
shall not be counted in determining a majority protest.
D. If written protests are received from the owners of businesses in the proposed area which
will pay 50 percent or more of the assessments proposed to be levied and protests are not
withdrawn so as to reduce the protests to less than that 50 percent, no further proceedings
to create the specified parking and business improvement area or to levy the proposed
assessment, as contained in the resolution of intention, shall be taken for a period of one
year from the date of the finding of a majority protest by the City Council.
E. If the majority protest is only against the furnishing of a specified type or types of
improvement or activity within the area, those types of improvements or activities shall be
eliminated; and
21
WHEREAS, the 2020 DPBID Annual Report proposes no changes in the boundaries,
method of assessment, or rate of assessment related to the DPBID; and the proposed DPBID 2020
Budget establishes the following budgetary priorities with estimated revenues and expenditures:
27%
Security
$20,250
23%
Marketing
$17,250
30%
Beautification
$22,500
20%
Administration
$15,000
Total:
$75,000
WHEREAS, the 2020 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 2020 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 2020 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 2020 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
2020 Annual Report and Budget at their January 6, 2020 Council meeting, at the Petaluma City
Council Chambers, I 1 English Street, Petaluma, CA; and
BE IT FURTHER RESOLVED that a public hearing will occur on January 27, 2020, 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 2020. 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
In accordance with the Americans with Disabilities Act, if you require special assistance to
participate in this meeting, please contact the Citv Clerk's Office at (707) 778-4360 (voice) or (707) 778-
4480 (TDD). Translators, American Sign Language interpreters, and/or assistive listening devices . for
individuals with hearing disabilities will be available upon request. A mininunn 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 ref rain from wearing scented products. The Citv
Clerk herebv certifies that this agenda has been posted in accordance with the requiretnents of the
Government Code.
1754406.1
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23
EXHIBIT 2
Downtown Petaluma Business Improvement District
FY 2020 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 2020 Budget Allocations
27%
Security
$20,250
23%
Marketing
$17,250
30%
Beautification
$22,500
20%
Administration $15,000
Total:
$75,000
BID 2020 Proposed Projects
Projected Revenue
Total Possible
$ 75,000 Projected from
total district data
Expected
$ 75,000 Assuming 87%
collections of current & collection of past due
Proposed Projects
Expected Possible
Notes
Security Patrols
S 20 260
Private security patrols DAILY 10pm-4am 62 creeks
Security 27%
$ 20,250 S 20,250
Destination marketing downtown
S 3 000
Destination marketing ads & editorial in Chamber & Visitors guide
Sidewalk Sale
$ 700
Street banner $400 additional banners $150 advertising $600
Billboard Signage
$ 1 560
Billboard signage for peak events in downtown
Trick or Treat
S 700
Posters maps ads balloons
Social Media Campaigns
5 1,000
Ads thru facebook & other social media promoting events & downtooin shopping
Holiday Merchant Event Downtooin
$ 3.000
Carolers. horse & buggy rides entertainment flyers. posters. ads
Holiday Marketing season
S 2 690
Ads SF Chronicle Sonoma Gazette Bohemian
Holiday shopping gift guide Sonoma
$ 1 200
Press Democrat Argus and other local ads
Holiday Online ads Press Democrat
S Soo
Online ad click through to website
Holiday shopping gift guide Morin
$ 600
Morin County ads
Holiday Radio ad campaign
5 2,400
Holiday radio campaign -4 weeks shared with merchants
SubTotal
$ 17,250
Marketing 23%
$ 17,250 $ 17,250
Street Team Cleaning
S 6 000
Downtown partnership program
Paint supplies for graffiti clean- up
$ 500
Paint supplies for grafitti clean up in doomtown core and garage
Signage
$ 2 000
Directional signage to downtown
Plants/misc decorations
S 1,600
Plants throughout downtown & specific event decorations for downtown
Holiday Lighting
5 2 000
Holiday committee recommendation for holiday lighting
Holiday Decorations
$ 6.500
70 Holiday banners. 8 wreaths installation up and down cleaning. updating and storage
4 seasonal banner placement
$ 5 000
Spring Summer Fall Banners
SubTotal
$ 22,500
Beautification 30%
$ 22,500 S 22,500
Administration Costs
BID local billing & collection
S 7 500
BID processing locally
Office staffing costs allocation
5 7,500
PDA administrative cost allocation
S,u bTota 1
$ 15,000
Administration 201
$ 15,000 $ 15,000
GRAND TOTAL
$ 75,000 $ 75,000
WJA
Security - 27% - 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 - 23% - 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 - 30% - 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.).
25
Tvpes 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.
• Lod0ni!: 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 Tvpe of Business Within Zones
ZONE A ZONE B ZONE C
Restaurants and
Retailers (1-3 Employees)
$150
$100
$50
(4-6 Employees)
$250
$166
$83
(7+ Employees)
$350
$232
$116
Antique (1-3 Dealers)
$150
$100
$50
Collectives (4-6 Dealers)
$250
$166
$83
(7+ Dealers)
$350
$232
$116
Service (1-3 Emp/Operators)
$100
$75
$50
Businesses (4-6 Emp/Operators)
$200
$150
$100
(7+ Emp/Operators)
$300
$225
$150
Professional
$125
$82
$41
Businesses
Financial
$500
$500
$500
Institutions
Lodging (1-10 Rooms)
$150
$150
$150
(11-25 Rooms)
$250
$250
$250
(26+ Rooms)
$350
$350
$350
Note: Retail, restaurant and service businesses will be charged on size which will be
determined by number of employees, either full-time or the equivalent made up of
multiples of part-time employees while Antique Collectives will be charged by number of
business licenses active within one location.
PETALUMA
DOWNTOWN
ASSOCIATION
promote and enhance its position as the city's retail and commercial center
:- n. =414 #
Petaluma Downtown Busin— 1—rovenient District - Financial
t ^ �- , t. z1;1iz1,-j111zj11"
2010
$50,636
2015
$61,940 included collections from 2012/"u
2011
$52,850
2016
$71,544.includes collections from 2014/
2012
$ 5,000
2017
$64,795 Includes collections from 2015/
1
2013
$83,319
2018
$67,458 includes collections from 2017
2014
$36,241
2019
$74,000 includes collections from 2018
This is the fourth year of local collections with Mungle & Associates providing the billing ot the 81D. The overall
collection of the BID continues to be up due to closer monitoring and it being easier to pursue collections on a
local basis. We have had particular success in recouping delinquent accounts since we moved to local billing in
2016.
117 Its] ffil
t7%
Security
$20,25a
PE13%
Marketing
$17,250
30%
Beautification
$22,500
M
Administration
I i §.0 00
TOTAL:
$75,000
Attached you will find an accounting of all BID expenditures from 2009110 thru 2018/19, a BID analysis and
proposed BID expenditure for 2020.
City of Petaluma, CA
Downtown Business Improvement District (BID)
Mungle & Associates — as administrating agent
628 E. Washington Street Suite A
Petaluma, CA 94952
Dear Business Owner/ Tax Manager:
January 6, 2020
**2020 CITY OF PETALUMA DOWNTOWN BUSINESS IMPROVEMENT DISTRICT (BID)**
The City of Petaluma City Council partners with Mungle & Associates for assistance in the collection of its mandatory
Downtown Business Improvement District (BID) fees. This mailing is to transmit the 2020 Downtown Business District fees
invoice that is due on or before March 31, 2020 and becomes delinquent on April 1, 2020. If late, late fees will apply.
This invoice is based and is calculated per 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
submitted to them. Please be aware that it is important that the number of employees is accurately calculated and reported.
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 zoning or number of employees, please contact Mungle & Assoc. at (707)-241-0195 or email
Mungle & Assoc. at.petalumaBlDCa)cmungle.com.
Mungle & Associates Remittance Address:
Mungle & Associates Attn: Petaluma BID
628 E. Washington Street. Suite A
Petaluma CA 94952
(Make Checks Payable to: Downtown 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 2020 annual report of the BID, approved by the Petaluma City Council in January 2020, assessment of funds
will be used as follows:
27% Downtown Security $20,250
23% Downtown Marketing $17,250
30% Downtown Beautification $22,500
20% Administration $15,000
Total: $75,000
Please support the Downtown Business Improvement District by making your timely mandatory payment as indicated on the
enclosed invoice. Thank you for your continued efforts to maintain an economically vibrant and attractive downtown.
Sincerely yours,
Mungle & Associates
As administering agent for the City of Petaluma
City of Petaluma, CA
Downtown Business Improvement District (BID)
2020 Mandatory Assessment
•g5fa Pavable to: Downtown BID
Mail To: Downtown BID c/o Mungle & Associated 628 E Washington St, Ste A Petaluma, CA 94952
Phone: (707) 241-0195 • Email: petalumaBidD-cmunale.com
Due on or before: March 31, 2020
Delinquent: April 1, 2020
10% Penalty Phase: May 1, 2020
Downtown Petaluma Business Improvement District (BID) Assessment Fee Table
Retail. Restaurant and Antiaue Collectives: Businesses that buy and resell goals 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, Denfists, Doctors, Accountants, Optometrists, Reaftors, Insurance Offices,
Mortgage Brokers and most other businesses that require advanced and/or spec€af¢ed licenses and/or advanced academic degrees.
Financial Institutions: Includes Banking, Savings, Loan and Credt Unions.
(Employees are calculated on full-8me hours. Part-time employees should be added together to gat a full-time equivalent.)
Description of Business
Zone A
Zone B
Zone C
Retailers and Restaurants:
0-3 employees
$150.00
$ 100.00
$ 50.00
4-6 employees
$ 250.00
$ 166.00
$ 83.00
7+ emolovees
$ 350.00
S232.00
$ 116.00
Antique Collectives:
0-3 employees
$150.00
$ 100.00
$ 50.00
4-6 employees
$ 250.00
$ 166.00
$ 83.00
7+ emolovees
$ 350.00
$ 232.00
$ 116.00
Service Businesses:
0-3 employees
$100.00
$ 75.00
$ 50.00
4-6 employees
$ 200.00
$ 150.00
$ 100.00
7+ emolovees
$ 300.00
$ 225.00
$ 150.00
Professional Businesses:
$125.00
$ 82.00
$ 41.00
Financial Institutions:
$ 500.00
$ 500.00
$ 500.00
Lodging:
1 -10 rooms
$150.00
$ 150.00
$ 150.00
11 - 25 rooms
$ 250.00
$ 250.00
$ 250.00
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 fulWme equivalent)
In the table above, please circle fee assessment and enter amount due: $
If Paid after May 1st, 10% Penalty: $
Total Due: $
(Make Checks Payable To. Downtown SID)
Returned Check Disciaimer: Each ret med Ben received due to insulficienthm4s v A be electronically represented to the presenteW bank no more than two times in an effort to obtain paymerd Dowr*Avn SID is not responsible
for any additional bank flees that will accrue due to there submission of the returred Bern.
Petaluma Downtown BID
Business Update Form
Remittance Address:
Petaluma Downtown BID c/o Mungle & Associates • 628 E Washington St, Ste A, Petaluma, CA 94952
Phone: (707) 241-0195 Email: DetalumaBIDO.cmungle.com
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 the address listed above. Thank you for taking the time
to provide updated information on this form.
Business Name: Account #:
KM
Business Mailing Address:
(Address/City State0p)
Business Physical Address:
(Street Address/City State0p)
Owner's Name: Owner's Phone: ( )
Business Phone: { ) Business Fax: { )
Contact Person: Contact Phone: { }
Email Address:
Description of Business:
Function of Company:
Landlord's Name: Landlord Phone: ( )
Business Classification (select all that applv):
❑ Retail Business or Restaurant ❑ Professional Business
❑ Antique Collectives
Tvoe of Business (select one):
❑ Sole Proprietorship
❑ General Partnership
❑ Corporation
o Service Business
❑ LLC - Single Member
❑ LLC - Multi Member
❑ Governmental Agency
o Financial Institution
❑ Professional Association
o Other (please explain)
Business closed or no longer doing business in the municipality? Please complete the below information and return either by
Fax to 707-765-1583 or by email to Downtown BID at PetalumaBID Mcmungle0com.
I hereby affirm that my business indicated above dosed or is no longer operating in the above mentioned municipality as of
/ ! (Date business closed).
Signature: Print Name:
Form Completed By: Print Name:
Petaluma Downtown Association
Bid Funds Received and expenditures
For Fiscal Year Ending June 30.201 s
BID Percentages
23%
279 30% 20% TOTAL
Date
Transaction
To/From
Description
Amount
Marketing
Security Beautification Admin
- 71112018
Beginning Balance
38,008.05
38, 1175.67 21,139.99 7,057.16 104.380.87
10/19/2018
Deposits
Bid Income
10,000-00
20300.00
2,700.00 31000.00 2,000.00 10,000.00
1131/2019
Deposits
Bid Income
29,000.00
6,670.00
7,830.00 8,700.00 6.000.00 29,000.00
4117/2019
Deposits
Bid Income
25,000-00
6,750.00
050.00 7,600.00 5.000.00 25,000,00
6/27/2019
Deposits
Bid Income
10,000.00
2,300.00
2,700.00 3,000,00 2, .00 10,000.00
Total Amssments,
paid
17020.00
19"986,66L. 22,200.00 14,800<00 74,000m
8/17118
Credit Card
Constant ConWct
Social Media
(62.50)
81117/208
Credit Card
Constant Contact
Social Media
(399.00)
8129/2010
5704
Northbay Biz
(260.00)
8/2312018
5695-
Rudl SzIlvasy
Void Check
500.00
1012412018
5762
Patrick Prather
Holiday Event
(700.00)
I0/31/2018
Credit Card
Trader Joss
Holiday Event
(58.20)
10/3112018
Credit Card
Custom Costumes
Holiday Event
(180,00)
1013112018
Credit Card
Craigs Warehouse
Holiday Event
(218.95)
11/712018
5777
Lisa Mesh6k
Holiday Event
(200.00)
11/7/2018
5778
Northbay Bohemian
Holiday Event
(256.40)
111712018
CR 0091
Reimbursed Ads
Holiday Event
250.00
111=018
CR 0091
Reimbursed Ads
Holiday Event
500,00
1119/2018
CR 0091
Reimbursed Ads
Holiday Event
750,00
11119/2018
6786
Sonoma Media Investment Holiday Event
(804,00)
11129/2018
5789
Benedeftiville
Holiday Event
(500.00)
11129M018
6790
Budderball the Clown
Holiday Event
(400.00)
11!29/2018
5791
City of Petaluma
Holiday Event
(166.00)
111129=18
5795
Sonoma County Gazette
Holiday Event
(267.76)
11/30/2018
Credit Card
Aniazon,
Holiday Event
(58.84)
11/3012018
Credit Card
Petaluma Market
Holiday Event
(12.79)
11130/2018
Credit Card
Michaels
Holiday Event
(63.87)
11/30/2018
Credit Card
Starbucks
Holiday Event
(23.90)
11/3012018
Credit Card
Facebook
Holiday Event
(207.77)
11130/2018
CR 0091
Reimbursed Ads
Holiday Event
250.00
1211312018
5805
Encore Event Rentals
Holiday Event
(362,08)
12/1312018
5806
Usa Ferreira
Holiday Event
(43.26)
12/1312018
5808
Northbay Bohemian
Holiday Event
(445,20)
12/13/2018
5810
Sonoma County Gazette
Holiday Event
(954.00)
12120/2018
5813
Richard McDaniel
Holiday Event
(300.00)
1212012018
5817
Sonoma Media
Holiday Event
(3,976,53)
1212012018
Sale
Staples
Holiday Event
(37.29)
1212712018
5829
Wine Country Radio*
Holiday Event
(1,510.00)
11412019
CR 0093
Reimbursed Ads
Holiday Event
250.00
1/26/2019
CR 0093
Reimbursed Ads
Holiday Event
500.00
1131/2019
5853
Wine Country Radio
Holiday Event
(3,150.00),
2/15/2019
CR 0094
Reimbursed Ads
Holiday Event
260.00
03/114/20119
6078
City of Petaluma
Holiday Event
(540.00)
04/18/2019
5908
Lisa Ferreira
Holiday Event
(8,65)
05/2112019'
5951
Lisa Krieshok
Holiday Event
(300,00)
06130/2019
Dep
Reimbursed Ads
Marketing
764.78
06/02/2018
5675
Fast Signs
Sidewalk Sale
(376.16)
08/16/201e
6691
City of Petaluma
Sidewalk Sale
(39.00)
0910612018
6718
Sonoma Media
Sidewalk Sale
(137.00)
32
819118
5683
First Alarm Security
(1,306.00)
9/6/18
5710
First Alarm Security
(1,308.00)
1012/18
5733
First Alarm Security
(1,30B4O0)
1111/18
5768
First Alarm Security
(1,308.00)
1216118
5802
First Alarm Security
(1,308.00)
1/2/19
5833
First Alarm Security
(1,776.00)
217/19
5855
First Alarm Security
(1,776.00)
3/7/19
5875
First Alarm Security
(1,778.00)
4118/19
5909
First Warm Security
(1.776:00)
5/44/2019
5933
First Alarm Security
(1,776.00)
6/18/2019
5979
First Alarm Security
(1,776.00)
7/10/2018
5635
Maria Peterson
Box Painting
(1,000.00)
7/10/2018
5636
Johnny Hirschmugi
Box Painting
(1,000.00)
8/16/2018
5692
Diana Majumdar
Box Painting
(500.00)
8129/2018
5707
Sierra Display
Summer/Fog Banners
(1,750.00)
-- 9/6/2018
5714
Sierra Display
--
(1,128.97)
9/1 18
5718
Sierra Di y
(2,778.00)
9/20/2018
5719
Maxfield Bala
Box Painting
(500.00)
10/2/$018
5736
Sierra Display
(225.00)
10/11/2018
5742
Ryan Peterson
Box Painting
(500,00)
10/1112018
5744
Richard Watts Art & Desigr Box Painting
(500.00)
10/11/2018
5745
Dave Sullivan
Box Painting
(500.00)
1117/2018
5776
Fishman Supply
US Flags
(137.28)
11/9/2018
CR 0091
Reimbursement
String Ughts
30.00
11/13/2018
CR 0091
Reimbursement
String Ughts
10,00
11113/2018
CR 0091
Reimbursement
String Ughts
20.00
11/15/2018
5785
Justin "Join
Box Painting
(1,000.00)
11/29/2018
5798
Sierra Display
(1,852.00)
11/30/2018
Credit Card
Home Depot
(128.79)
11!30/2018
CR 0091
Reimbursement
String Ughts
20.00
12/13/2018
5812
Alex Whitehurst
Box Painting
(500.00)
12/27/2018
5827
Sierra Display
Tree Ughting
(1,724.78)
1/10/2019
5838
Maus Electric
Electrical to Center Park
(3,443.15)
1/24/2019
5845
Diana Majumdar
Box Painting
(1,000.00)
317/2019
5877
Sierra Display
Holiday Banner
(1,400,110)
3/3112019
Credit Card
Rex Ace Handwm
(11.87)
'5/1/2019
5925
Sierra Display
Spring Banners
(621.03)
7/1/18.8/30/19
Bid Sham of admin costs
Dues & Subscriptions
(14,81)
7/1/18-&30/19
Bid Share of admin costs
Employee Benerds
(1.308.88)
7/1/18.8/30/19'
Bid Share of admin costs
Equipment Maintenance
(9.00)
7/1/18.6/30/19
Bid Share of admin casts
Insurance
(177,81)
7/1/18.8/30/19
Hid Share of admin costs
Ucense and Tax
(16.02)
7/1/18.8/30/19
Bid Share of admin casts
Office Supplies & Postage
(582.98)
7/1/18-8/30/19
Bid Share of admin costs
Payroll tax Expense
(545.70)
7/1/18-6/30/19
Bid Share of admin costs
Professional,Fees(1,981.33
)
(2,328.90)
(2,584.33)
(2,538.28)
7/1/18-W30/i9
Bid Share of admin costs
Promotion
(158.98)
7/1/18-8/30/19
Bid Share of admin costs
Public Relations.
_
7/1/18-6/30/19
Bid Share of admin casts
Rent
(88,25)
7/1/18-8/30119
Bid Share of admin costs
SolbNare
(19,07)
7/1/18-8130/19
Bid Share of admin costs
Telephones
(241.83)
7/1/18-&30/19
Bid Share of admin costs
Travel
(88,25)
7/1118-6130/19
Bid Share of admin costs
Utilities
(141.49)
7/1/18-&30/19
Bid Share of admin costs
Wages
(5,245.03)
7/1/18-6130/19
Bid Share of admin costs
Website
(18.55)
Total BID expenses
`
(15,003.13)
(19,521.90)
(24,705.20)
(11.153.16)
6/30/2019
Ending balance BID
40,024.92
38,633.77
18,634.79
10,704.00
(70,383.39)
107.997.48
33
BID 2020 Proposed Projects
Projected Revenue
Total Possible $ 75,000 Projected from total district data
Expected $ 75,000 Assuming 87% collections of current & collection of past due
Proposed Projects
Security Patrols
Security 27%
Expected Possible Notes
$ 20,250 Private security patrols DAILY 10pm4am 52 weeks
$ 20,250 $ 20,250
Destination marketing downtown
$
3,000 I�
Destination marketing ads & editorial in Chamber & Visitors guide
Sidewalk Sale
$
700 I
Street banner $400, additional banners $150 advertising $500
Billboard Signage .
$
1,560
Billboard signage for peak events in downtown
Trick or Treat
$
700
Posters, maps, ads, balloons
Social Media Campaigns
$
1,000 I
Ads thru facebook & other social media promoting events & downtown shopping
Holiday Merchant Event Downtown
I $
3,000 I
I Carolers, horse & buggy rides, entertainment, flyers, posters, ads
Holiday Marketing season
I $
2,590 1
IAds: SF Chronicle, Sonoma Gazette, Bohemian
Holiday shopping gift guide Sonoma
d $
1,200
Press Democrat, Argus and other local ads
Holiday Online ads Press Democrat
I $
500
Online ad click through to website
Holiday shopping gift guide Marin
$
600
Marin county ads
Holiday Radio ad campaign
$
2,400
Holiday radio campaign - 4 weeks shared with merchants
SubTotal
I $
17,250 I
I
Marketing 23%
$
17,250 1 $
97,250
Street Team Cleaning
I $
5,000
Paint supplies for graffiti clean- up
I $
500
Signage
$
2,000
Plants/misc decorations
$
1,500
Holiday Lighting
$
2,000
Holiday Decorations
$
6,500
4 seasonal banner placement
I $
5,000
SubTotal
$
22,500
Beautification 30%
1 $
22,5001 $
Administration Costs
BID local billing & collection
Office staffing costs allocation
SubTotal
Administration 20%
GRAND TOTAL
I
Downtown partnership program
Paint, supplies for grafitti clean up in downtown core and garage
Directional signage to downtown
Plants throughout downtown & specific event decorations for downtown
Holiday committee recommendation for holiday lighting
170 Holiday banners, 8 wreaths installation up and down, cleaning, updating and storage
(Spring, Summer, Fall Banners
22,5001
$ 7,500 (BID processing locally
$ 7,500 I PDA administrative cost allocation
$ '15,000
$ 15,000 j $ 95;000
$ 75,000 1 $ 75,000
34
ff BID ANALYSIS 2010-2019
Previous years BID Actual Collections
YEAR 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Collected $ 50,636 $ 52,850 $ 5,000 $ 83,319 $ 35,241 $ 61,940 } $ 71,544 $ 64,795 $ 67,458 $ 74,000 I $ 75,000 I�
LBUDGET
BID
2009/10
2010/11
2011/12
2012/13
2013114
% Actual
%
Actual
%
Actual
%
Actual
%
Actual
Security
40% $ 20,254
50%
$26,425
50%
$2,500
50%
$41,660
50%
$17,621
Marketing
30% $ 15,191
28%
ff
I $14,798
28%
$1,400
28%
$23,329 -
28%
$9,867
Beautification
20% $ 10,127
20%
$10,570
20%
$1,000
20%
$16,664
20%
$7,048
Administration
10% $ 5,064 -
2%
$1,057
2%
$100
2%
$1,666
2%
$705 '..
100% $ 50,636 100% $ 52,850 100% $ 5,000 100% $ 83,319 100% $ 35,241
2014/15 2015/16 2016/17 2017/2018 2018/2019 2019/2020
% Actual I % Actual % Actual % Actual Y. I Actual % Budget
32% $19,821 32% $ 22,894 27% $ 17,495 27% $ 18,214 27% $ 19,980 27% $ 20,250
28% $17,343 28% $ 20,032 23% $ 14,903 23% $ 15,515 23% $ 17,020 23% $ 17,250
20% $12,388 20% $ 14,309 30% $ 19,439 30% $ 20,237 30% $ 22,200 30% $ 22,500
20% $12,388 20% $ 14,309 20% $ 12,959 20% $ 13,492 20% $ 14,800 20% $ 15,000
100% $61,940 1100% $71,544 100% $ 64,795 1005/ $ 67,458 100% $ 74,000 100% $ 75,000
10/11 Budget Percentages are changed to accommodate increase in camera mantenance costs ( I
Cameras Original Contract= $16,000 PLUS Increase $6,000/year = $22,000
Spartan $6,000/year ( ! I
Administration Admin costs reduced due to free rent due to move to PVP
Marketing Reduced by $500 to cover increased security costs
Beautification Reduced by $1,000 to cover increased security costs
� r i
11/12 Budget No % changes
12/13 Budget No % changes
13/14 Budget Change in % approved by BID committee, effective Jane 2014 - result of reduction in camera lease contract back to 08/09 levels
14115 Budget BID increase in income due to past payments coming in for 2012 thru 2015 1 1
15/16 Budget BID increase objective to receive payments from businesses not previously billed I i
16/17 change % distribution to increase downtown beautification due to security camer elimination
2017118-2019 No Changes I I ( ( 1 1 1
2018/19 Increase in collectuon of assessment fees, due improvement of BID communications and local collection.
35
0
MARKETING
SECURITY
BEAUTIFICATION
ADMINISTRATIVE
TOTAL
32%
32%
16%
20%
100%
BALANCE 071084)M
17,196.12
1B, .22
12,963.89
-2,183.96
44iG28.27
CHANGE IN PERCENTAGES
3096
40%
20%
10%
100%
RECEIVED 0710 10
15.191.05
20,254.73
10,127.37
5,063.68
50,636.83
EXPENSED 07/09-08110
-18,912.30
27,194.59
-17.445.00
-2,634.85
-64,186.74
BALANCE 07 10
15,473.87
9.708.36
5,651.26
244.07
31,078.38
CHANGE IN PERCENTAGES
281/6
50%
20%
2%
100%
RECEIVED 0711 11
14,708.00
26,425.00
10.670.00
1,057.00
52,850.00
EXPENSED 07110 -Ml I
-16,700.74
-28,764.45
-529.42
-2.937.36
-47.931.97
BALANCE 071104VI 1
14,571.13
7,368.91
15,691.84
4,635A9
35.998.319
RECEIVED 07/1 I -Ml 2
1,400.00
2,600.00
1,000.00
100.00
5.000.00
EXPENSED 071111-06/12
-11,583.87
-27,390.45
-3.400.OD
-2,418.14
-44,792.48
BALANCE 07111.M12
4,387.26
-17,621.64
13,291.84
-3,933.63
-3,796.07
RECEIVED 07/12-0!3/13
23.329.46
41.680.00
16,663.90
1le88.39
83,319.75
EXPENSED 07112-W13
-11,086.39
-28.062.86
-9,060.00
.2,804.77
-51,913.82
BALANCE 07112-06/13
15,730.33
-3,924.20
20,895.74
-5,092.01
27,609.88
RECEIVED 07113-M14
9,867.70
17,621.01
7,040.40
704.83
35.241.94
EXPENSED 071113-M14
-114,519.70
-10,943.38
-7,704.39
-6,362.11
-39.529.56
BALANCE 071113-M14
11,078.33
2,753.45
20,239.75
40,749.29
23,322.24
0
Change In Percentage&
28%
32%
MA
20%
RECEIVED 0711 15
17,343.20
19,820.80
12,308.OD
12,388.00
61,940.00
EXPENSED 07/14-06/15
-12,850-60
-7.545.26
-4,712.19
-4,036.64
-29,t44.69
BALANCE 07114-04/1 5
15,570.93
15,020.99
27.915.55
-2,397.93
56,111.65
RECEIVED 0711 16
20032.54
22M.34
14308.96
14308M
71,544.80
EXPENSED 07115-0&16
-9,238.90
-7,431,55
-21, 9.40
-10,405.23
-49,043.08
BALANCE 07115-06/16
26,366.67
30,491.78
20,256.12
1,605.80
78,619.27
Change In Percentages
23%
27%
30%
200/0
RECEIVED 07116.06117
14902.01
117494.72
19438.58
12959.05
64,795.26
EXPENSED 07116-M17
-6,982.10
.12,432.83
-26.360,34
-11,112.43
-M.887.70
BALANCE 07/16-M17
33A87.38
35,553.67
14,333.36
3,352.42
88,528.93
RECEIVED 07/1-06/18
155I6.4i
18214.55
20237.5
13490.69
67A58.35
EXPENSED 07117 -MIS
-12,704.74
-15,592.55
-13,430.87
-9,786.15
-51,604.31
BALANCE 07/17-04118
38,008.05
38,176.67
21,139."
7,057.16
104,390.87
RECEIVED 07118406119
17,020.00
19.980.00
22,200.00
14,800.00
74,000.00
EXPENSED 07118-08!19
-15,003.13
49.521.90
44,705.20
41,153.16
70,383.39
BALANCE 07118-06119
40,024.92
38,633.77
18,634.79
10,704.00
107,997.48
37