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DATE: January 9, 2012
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: Bill Mushallo,Finance Director
SUBJECT: Resolution to.Approve.the 2012 Downtown Petaluma Business Improvement
District Annual Report'and Related Budget; Declaring the Intention to Levy the
2012 Annual Assessment, and Setting a Public Hearing on the Proposed 2012
Annual Assessment
RECOMMENDATION
It is recommended that the City Council adopt the attached Resolution Approving the 2012
Downtown Petaluma Business Improvement District Annual Report and Related Budget,
Declaring the Intention to Levy the 2012 Annual Assessment for the District and Setting the
Public Hearing,on the Proposed 2012.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-Regolutiori of Intention-to levy an annual assessment. The fiscal
year for the BID begins on,January 1st. The 2012 Annual Report does not propose to change the
district boundaries or increase the assessment or modify the method of assessment.
The types of improvements and activities included in 2012 proposed budget for funding by
the levy of assessments'on businesses in the District are as follows:
• 50% Security $32,500
• 28% Marketing $18,200
• 20% Beautification $13,000
• .2%,. Administration $ 1,300
Total: $65;000
Agenda Review:
City Attorney Finance Director City Manager
i
DISCUSSION
Pursuant to PMC Section 6.04.100,the district board of directors must annually present a budget
for city council review and approval prior to the beginning of each fiscal year. The purpose of
this process is to comply with the Act provisions regarding public notice and hearing prior to
establishing the benefit assessments for the following fiscal year. It is recommended that the
public hearing be held on January 23, 2012. At that time the City Council will be asked to
consider public comment and,input"on the proposed budget and the BID annual assessment. The
City Council cannot adopt, modify or otherwise amend the proposed budget of the district in a
manner that is inconsistent in any way with the budget as agreed to and presented by the district
board of directors except in the case of a written majority protest from business owners which
will pay fifty percent or more of the assessments proposed to be levied.
FINANCIAL IMPACTS
Over the past ten years, the BID has received the following from assessments:
• 2001 $27,633
• 2002 $37,202
• 2003 $23,862
• 2004 $53,300
• 2005 $51,379
• 2006 $54,054
• 2007 $57,110
• 2008 $54;644
• 2009 $49,932
• 2010 $55,757
• 2011 $55,994
This year it is recommended that MuniServices, LLC perform the billing and collection services
for the BID. This change will free up City Finance staff time,which has become more limited
due to frozen vacancies. The services would include printing and mailing the BID notices and
attachments, validating account information against MuniServices' proprietary database,
processing and depositing all payments, and preparing, and submitting reports to City and
Petaluma Downtown Association staff for periodic review. MuniServices will send two
additional notices and make one follow up phone call to customers who do not remit their annual
BID payment in,a timely manner. Muniservices' fee for these billing and collection services will
be $11.00 per processed account and will be paid for by the BID. There will be no cost for this
service to the City. The het collected amount will be deposited into the Petaluma Downtown
Association's bank account. The financial impact to the,BID is anticipated to be cost neutral
because additional collections should be realized over prior .years. This is due to enhanced
collection processes offered by MuniServices. Those enhanced procedures should result in
sufficient additional.revenue to offset the $11.00 per account processing fees. In addition, some
direct costs including postage, envelopes, etc. will no longer be incurred. We have discussed the
billing and cost considerations with representatives of Downtown"Association and they have
approved the changes. These new services will be itemized in an addendum to the current
MuniServices contract with the City of Petaluma.
ATTACHMENTS
1. DPBID Annual Report, Budget and Map for 2012,Fiscal Year
2. Resolution Approving 2012 Annual Report and;20.12 Budget and Declaring Intention to
Levy Annual Assessment
3. Ordinance 2104 N.C.S. (Exhibit 1 to Resolution) with,Exhibit A to Ordinance
4. DPBID Annual.Report (Exhibit=2,to Resolution)
5. Letter of Correspondence and Financial Information from the Petaluma Downtown
Association
6. Draft BID Invoice and Letter-to Business Owners with Attachments
3
ATTACHMENT I
DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT
FY 2012 ANNUAL REPORT, BUDGET AND MAP
1. Changes in Boundaries: None are proposed.
2. Changes in the Basis or Method'of Assessment: None are proposed.
3. Changes in Classification of Businesses: None are proposed.
4. Improvements/Activities to be Undertaken & Related Budget: As
proposed in the budget below.
5. Surplus/Deficit Carried Over from Prior Year: None
6. Contributions from Other Sources: None
Downtown Petaluma Business Improvement District
2012 Budget Allocations
• 50% Security $32,500
• 28% Marketing $18,200
• 20% Beautification $13,000
• 2% Administration $ 1.300
Total: $65,000
Security - 50% - The PDA contracts for coverage of the general downtown area
to be performed on a regular nightlyschedule. (The administration of this contract
is not to be confused with a separate contract not paid for with BID funds for the
Keller Street Garage.)
Marketing - 28% - These funds are used to supplement additional funds paid by
individual merchants for the combined marketing efforts to create public
awareness of events occurring in the downtown; i.e., Sidewalk Sale, Trick-or-
Treat Trail, and other downtown events such as those listed under
"administration." PDA develops joint marketing agreements with the merchants
using these funds and utilizes the combined buying power of the PDA and
merchant community to obtain favorable prices for advertising that would not
ordinarily be available to the individual merchant.
Beautification 20% - A volunteer committee meets to consider requests for
investing in beautification projects downtown.
Administration - 2% - Collected funds go to the day-to-day operations of the
PDA office. Cost centers include rent, salary expense, and event coordination
(implementation of downtown events like Butter and Egg Days, Antique Fakes
(2),.Art and Garden Festival, etc.).
•
Types'of Businesses Assessed
•
• Retail, Restaurant and Antique Collectives: Businesses that buy and resell
goods or comestibles. Examples are clothing stores, shoe stores, office supplies
and antiques shops as well as businesses that sell prepared foods and drinks.
• Service Businesses: Businesses that sell services. Examples are beauty and
barbershops, repair shops, most automotive-orientated businesses, entertainment
businesses such as theaters,etc.
• Lodging: Includes renting rooms by the day or week to community visitors.
• Professional Businesses: Includes: Architects, Engineers, Attorneys, Dentists,
Doctors, Accountants, Optometrists, Realtors, Insurance Offices, Mortgage
Brokers and most other businesses that require advanced and /or specialized
licenses and/or advanced academic degrees.
• Financial Institutions: Includes Banking, Savings, Loan and Credit Unions.
Assessment by Type of Business Within Zones
ZONE A ZONE B ZONE C
Restaurants and
Retailers (1-3 Employees) $150 $100 $50
(4-6 Employees) $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+ R'oonis) $350 $350 $350
Note: Retail, restaurant and service businesses will be charged on size which will be
determined by number of employees, either full-time or the equivalent made up of
multiples of part-time employees while Antique Collectives will be charged by number of
business licenses active within one location.
•
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ATTACHMENT 2
RESOLUTION APPROVING THE 2012 DOWNTOWN PETALUMA BUSINESS
IMPROVEMENT DISTRICT ANNUAL REPORT AND.RELATED BUDGET;
DECLARING THE INTENTION TO LEVY THE 2012 ANNUAL ASSESSMENT FOR
THE DISTRICT; AND SETTING A.PUBLIC HEARING ON THE PROPOSED 2012
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 mtisic 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
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 protestsagainst 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 regularityor 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'Councilimay 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 anytime 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 2012 DPBID Annual Report proposes no changes in the boundaries,
method of assessment, or rate of assessment related to!theDPBID; and the proposed DPBID
2012 Budget establishes the following'budgetary priorities with estimated revenues and
expenditures:
50% Security $32,500
28% Marketing $18,200
20% Beautification $13,000
2% Administration $ 1,300
Total: $65,000
WHEREAS, the 2012 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 2012 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 2012 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 2012 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 2012 Annual Reportand Budget at their January 9, 2012 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 23, 2012 at
7:00 PM, at the Petaluma City Council Chambers, 11 English Street,,Petaluma, CA, conceming
levy of the assessment proposed for the DPBID for calendar year 2012. At the hearing, written
and oral protests may made in accordance with California Streets and Highways Code
Sections 36524 and 36525.
I
EFFECTINE DATE' ATTACHMENT 3
OF ORDNANCE .EXHIBIT I TO RESOLUTION
ORDINANCE NO. 2104N.C.S.
2
3
4
5 Introduced by Councilmember Seconded'by Councilmember
6
7 Matt Maguire Pamela Torliatt
8
9
10
II
12 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PETALUMA,
13 CALIFORNIA,ADDING CHAPTER 6.04 TO THE PETALUMA MUNICIPAL CODE
14 ESTABLISHING THE DOWNTOWN;PETALUMA
15 BUSINESS'IMPROVEMENT DISTRICT
16
17 RECITALS:
18
19 WHEREAS, on September 18, 2000, the City Council of Petaluma, on behalf of the City of
20 Petaluma, (the "City"), adopted Resolution #00-177 N.C.S'. (the "Resolution"), declaring its
21 intention to establish a Parking and;Business Improvement District,(hereinafter referred to as the
22 "District"), to levy a benefit assessment on all businesses, trades, professions, and vendors within
23 said District, the proceeds of which shall be used for the public purposes herein described to
24 benefit the businesses in the District, pursuant to the Parking and Business Improvement Area
25 Law of 1989, Part 6 (commencing with Section 36500) of Division 18 of the California Streets
26 and Highways Code(the"Act");--and,
27
28 WHEREAS, pursuant to the Act and the Resolution, City conducted a public hearing; after
29 having given due notice thereof as,required by law, on October 16, 2000, at 7:00 PM, at City
30 Hall, 11 English Street,Petaluma, California;and;
31
32 WHEREAS, said public hearing has been held and the City Council has heard and considered
33 all oral and written protests and other comments regarding such proposed actions; and,
Ord. 2104 NCS Page 1
IO
1 WHEREAS, protest's,in writing from businesses in the'proposed.District paying 50% or more of
2 the proposed assessment have not been treceived;.and,
3
4 WHEREAS, this City Council has now determined to establish the proposed District as 'a
5 Parking and Business Improvement Area, to provide for the imposition of a benefit assessment
6 and to adopt an ordinance to such effect and,
7
8 WHEREAS, in the opinion of this City Council, the businesses within the District will be
9 benefited by the expenditure of the funds raised by the assessments levied hereby in the manner
10 prescribed herein; and, '
11
12 WHEREAS, this City Council may,.for each of the purposes set forth in Section 36510& 36513
13 of the-Act, establish one or more separate benefit zones based upon the degree of benefit derived
14 from the formation of the District, and'may impose a tiered+assessment or charge within each of
15 the benefit zones; and,
16
17 WHEREAS, all provisions of the Act applicable to the establishment, modification, or
18 disestablishment of a.District shall apply to the establishment, modification, or disestablishment
19 of benefit zones pursuant to the Act; and the establishment or the modification of any benefit.
20 zone shall follow the same procedure as provided for under the establishment of a parking and
21 business improvement district; and the disestablishment of a benefit zone shall follow the same
22 procedure as provide for disestablishment of a District; and,
23
24 'WHEREAS, upon the request of the District Board of Directors, this City Council shall
25 commence the proceedings required by law to amend the boundaries, assessments or charges
26 established pursuant to this Ordinance subject to approval of the Board of Directors of the
27 District as expressly provided for herein; said modifications being made pursuant to the
28 procedural requirements of the Act, but no assessment or charge shall be modified which would
29 impair the ability of the.District to meet the obligations of a contract to construct or operate
30 physical improvements in the District; and,
31
Ord. 2104 NCS Page 2
•
I WHEREAS, adjustments may be made in the assessments or charges to businesses in the
2 District, or in the uses to which the revenue shall be put, as specified in this Ordinance and
3 subject to Board approval, provided such changes are :made by a supplemental Ordinance
4 adopted after a heating before the City Council;and,
5
6 WHEREAS, for purposes of the assessments or charges to be imposed pursuant to this
7 Ordinance, this City Council may make a reasonable classification of businesses, giving
8 consideration to various factors, including general benefit to businesses and the degree of benefit
9 received from District programs; and,
10
11 WHEREAS,the assessments or charges levied on businesses pursuant•to this Ordinance shall, to
12 the maximum extent feasible, be levied on the basis of the estimated benefit to the businesses
13 within the District.
14
15 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PETALUMA DOES
16 ORDAIN AS FOLLOWS:
17
18 Section 1. Resolution of Intention, Public Hearing and Findings: The Recitals hereof which set
19 forth facts regarding the adoption.of'Council Resolutions, the conduct of public hearings and
20. certain findings of the City Council,are true and correct and.incorporated herein by reference.
21
22 Section 2, CHAPTER 6.04 is hereby added to the Petaluma Municipal Code, providing as ,
23 follows:
24
25 CHAPTER 6.04 DOWNTOWN PETALUMA BUSINESS IMPROVEMENT DISTRICT.
26
27 6.04.010 Definitions.
28 In order to distinguish between District businesses and for the purpose of calculating and
29 applying the amount of assessments owed,the following definitions shall apply:
30
31
Ord. 2104.NCS Page 3
IZ
1 A. Retail Businesses: ,"Retail Businesses" include all 'businesses not covered by other
2 definitions set out in this section, at least fiftypercent;'(50%) of whose gross income:is
3 derived from "retail sales" as.that term is defined,under the California Sales and Use Tax
4 Law. The fact that a substantial part of its business consists of sales other than retail sales
5 does not exclude said business from this classification so long as such other business
6 component does,not account for more than fifty percent (50%) of said business' gross
7 income;
8
9 B. Restaurants: "Restaurant" businesses include cafes, eating establishments, sandwich
10 shops, dinner houses, restaurants and fast food services and other similar businesses;
11
12 C. Antique Collectives: "Antique Collectives" includes such businesses and business
13 locations that represent multiple dealers of antique.merchandise within one location.
14
15 D. Service: "Service" businesses include businesses that combine retail and product services.
16 Examples are appliance stores, most automotive-oriented businesses, repair shops,
17 repairing and servicing businesses and service stations. Other businesses of a general
18 service-type nature such as general office, news and advertising media, printers, renting
19 and leasing businesses, utilities, vending machine businesses, household finance
20. companies, entertainment businesses and other similar businesses not otherwise included
21 in categories a, b, c, e, f, org-areincluded in this section;
22
23 E. Lodging: "Lodging' businesses include inns, hotels, motels, RV Parks and other similar
24 businesses;
25
26 F. Professional: "Professional" includes attorneys, architects, accountants, engineers,
27 surveyors, physicians, dentists, 'optometrists, chiropractors and others in a medical /
28 health ,service field, consultants, real estate brokers, financial advisors, laboratories
29 (including dental and optical), hearing aid services, artists, photographers and designers.
30
31
Ord. 2104 NCS Page 4
13
1 G. Financial: Banks, savings&loans, credit unions, etc.
2
3 H. Calendar Year: "Calendar Year" means January 1st to and including December 3lst of
4 the same year.
5
6 I. Billing Period: "Billing Period" shall refer to the period of any portion of a:calendar year
7 in which a business operation as defined above.
8
9 6.04.020 Establishment of Boundaries.
10 A Parking and Business Improvement District is hereby established pursuant to the Parking and
11 Business Improvement Area Law of 1989, Streets.and Highways Code Section 36500 et seq. The
12 boundaries of the District and the benefit zones within the District shall be as set forth on the
13 Exhibit "A", as attached to the Ordinance adopted to create said 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 Establishment of District Board of Directors.
18 There shall be a Board of-Dii-ectors ("Board") of the District to administer the affairs of the
19 District. Said Board shall be constituted of businesses within the District: Within the Board there
20 . shall be a President, Vice-President; Secretary and Treasurer elected by the membership, and
21 such other officers as deemed necessary by the Board. Such other officers shall be appointed by
22 the Board of Directors at their discretion. All voting within the District regarding election of
23 Board Members and any actions regarding the normal and routine conducting of District
24 Business shall be based on one (1)'vote per assessed dollar, and said business must be current in
25 payment of their District assessment(s)to participate in such votes.
26
27 6.04.040 Establishment of Benefit Assessment.
28 All businesses, trades, and professions located within the District boundaries shown on the
29 Exhibit "A" referenced in Section 6.04:030, shall, commencing January I, 2001, pay an annual
30 benefit assessment to the District:in an amount adopted by.Resolution of the City Council of the
31 City of Petaluma.
Ord. 2104 NCS Page 5
14-
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1 6.04.050 Purpose and The of Benefit Assessments.
2 The types of improvements and;activities proposed to''beffundedby 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 improvements:
8 1 Benches;
9 2 Trash receptacles;
10 3 Decorations;
11 4 Facade improvements;
12 5 Permanent landscaping
13
14 B. Activities including+but not Entitedito the following:
15 1 promotion of public events which benefit businesses in the area and which take
16 place on or in public places within the area;
17 2 Furnishing of music in any public place in the area',
18 3 Activities which benefit businesses located and operating in the area, including
19 but not limited to commercial shopping and promotional programs.
20
21 6.04.060 Exclusions From Benefit Assessment.
22 No person or business shall be required to pay an assessment based on: (a) a residential use of
23 the property within the District, or(b):a non-profit organization as defined by Section 501 (C) (3)
24 or(C) (6)of the Internal Revenue Service Code located within the District.
25
26 6.04.070 New Business Assessment Waiver.
27 Any new business established within the District shall not-be required to pay an assessment for
28 the Billing Period during which said business is initiated. The business will have been
29 considered initiated on the date of issuance of the business license. This waiver shall not apply to
30 an existing business that has changed ownership or location within the District. City agrees to
31 supply the District with timely information regarding new businesses initiated within the District.
Ord. 2104 NCS Page 6
IS
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1 6;04.080 Collection of Downtown Benefit Assessment.
2 The benefit assessment authorized by this Ordinance for Downtown Petaluma businesses
3 (Section.5.0 hereof), shall be billed and collected each.Calendar Year. The.BID Advisory Board
4 may, from time to time, assess late charges on unpaid BID assessment.charges.
5
6 6.04.090 Voluntary Contributions 4o District.
7 Contributions to the District shall be permitted on a •voluntary basis. The boundary of the
8 District shall not be modified.as a result of the contribution, nor shall said contributing business
9 be considered a member of the District for voting or other purposes. However, said business
10 making a voluntary contribution.may be entitled to participate in the programs of the District
11 upon a finding by the Board of Directors that the District derives a benefit from said business'
12 participation in the program.
13
14 6.40.100 Annual Budget Process.
s: 15 Pursuant to the Act, it shall be necessary for the District Board of Directors to present an annual
• 16 budget for City Council review and approval prior to the beginning of each Fiscal Year. The
17 purpose of this process is to comply With the Act provisions regarding public notice and hearing
18 prior to establishing the benefit assessments.:for the following Fiscal Year. City shall not adopt,
19 modify or otherwise amend any Fiscal Yearbudget 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 written-majority protest (regarding elimination or modification of any
22 specific budget item) from business owners which will pay 50% or more of the assessments
23 proposed to be levied,as to any specific budget item pursuant to GC Section 36525 (b). In such
24 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
Co
1 6.40.120 District ProceedsDo Not Offset City Services.:
2 City'specifically finds and declares that the funds derived from the District shall not be used to
3 offset or diminish current maintenance, capital improvement programs, including but not limited
4 to, public property and sidewalk cleaning, street cleaning and maintenance, tree maintenance,
5 restroom cleaning:and maintenance. The City is not bound or obligated to any specific amount
6 of funding to the District.
7
8 6.40.130 Disestablishmentof the District.
9 Proceeding to disestablish the District shall be initiated by the City Council following the
10 presentation of a petition to the City Council,signed by business owners paying 50% or more of
11 the assessments levied in the District. Proceedings to disestablish the District shall follow the
12 procedures set forth in GC Section 36550. The City Council shall disestablish the District if,
13 following the public hearing prescribed in Section 36550 (b), written protests are not withdrawn
14 as to reduce the protests below the 50%m level..In the event of disestablishment of the District,
15 remaining revenues of the District shall be refunded to paying business owners in a pro-rata
16 manner calculated in the same manner as was used to establish the most recent assessments
17 applied in the District.
18
19 Section 3. If any section, subsection, sentence, clause or phrase of this ordinance is, for any
20 reason, held to be invalid or unconstitutional, such invalidity or unconstitutionality shall not
21 affect the validity or constitutionality of the remaining portions of this ordinance, it being
22 expressly declared that this ordinance and each section, subsection, clause and phrase hereof
23 would have been prepared, proposed, adopted, approved and ratified irrespective of the fact that
24 any one or more other sections, subsections, sentences, clauses, or phrases be declared invalid or
25 unconstitutional.
26
27 Section 4. The ordinance shalftake effect upon the thirty-first (31st)day after its final passage.
28
29
Ord. 2104 NCS Page 8
I1
I INTRODUCED and ordered Posted/Published this 16th day of October 2000. ADOPTED this
2 20th day of November, 2000, by the following vote.
3
4 AYES:Healy,Keller, Cader-Thompson, Hamilton, Maguire, Vice Mayor Torliatt, Mayor
5 Thompson
6
7 NOES: None
8
9 ABSENT:None
10
11 ABSTAIN:None
12
13
14 Mayor
15
16 ATTEST: J APPROYEDN• TO-FIRM:
17
18 �'
19 Cit Cler,
City Attorn-;
•
Ord. 2104 NCS Page 9
EXHIBIT A TO ORDINANCE 2104 N.C.S.
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ATTACHMENT 4
EXHIBIT 2 TO RESOLUTION
Downtown Petaluma Business Improvement District -
FY 2012 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
2012 Budget Allocations
o 50% Security $32.500
a 28% Marketing $18.200
e 20% Beautification $13,000
a 2% Administration $. 1,300
Total: $65;000
Security - 50% - The PDA contracts for coverage of the general downtown area
to be performed on a regular nightly schedule. (The administration of this contract
is not to be confused with a separate contract not paid for with BID funds for the
Keller Street Garage.)
Marketing - 28% - These funds are used to supplement additional funds paid by
individual merchants for the combined marketing efforts to create public
awareness of events occurring in the downtown; i.e., Sidewalk Sale, Trick-or-
Treat Trail, and other downtown events such as those listed under
"administration." PDA develops joint marketing agreements with the merchants
using these fiords and utilizes the combined buying power of the PDA and
merchant community to obtain favorable prices for advertising that would not
ordinarily be available to the individual merchant.
Beautification - 20% - A volunteer committee meets to consider requests for
investing in beautification projects downtown.
Administration - 2% —Collected funds go to the day-to-day operations of the
PDA office. Cost centers include rent, salary expense, and event coordination
(implementation of downtown events like Butter and Egg Days, Antique Faires
(2), Art and Garden Festival, etc.).
Z.0
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 Tyne 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.
ZI
/ .
ircig
PETALUMA 19g
DOWNTOWN ATTACHMENT 5
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.
•
November 7, 2011
The Honorable Mayor David Glass &
Petaluma City Council Members
Petaluma Downtown Business.lmprovement District-Financial Impacts:
Over the past ten fiscal 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 ($9,500 went to collections)
• 2010 $55,757 Includes collections from previous yr ($18,282 in collections)
• 2011 $55,994. ($7,070 went to collections)
In the past few years since the BID has been tied to the business license, the collection of the BID has been smoother
and more successful as businesses are accepting and paying the amounts billed. The original bills went out in January
2011 and were followed up by a 60 day reminder notice. The collections have been affected from the closure of
numerous businesses and new start-ups having exemptions for the first year. Past due bills did not go to collection until
October and are still in the process of being collected. This year's collections include accounts that have multiple years
delinquent past due balances.
The BID was able to cover some of the key areas in keeping the downtown vibrant, cleaner and safer during 2011.
Through sidewalk cleaning is necessary to remove the build—up of gum and tree sap. We will continue to break the
contract down the contract to incorporate some intermittent cleanings. Holiday banners and wreaths provide for a
festive atmosphere. Security cameras and basic nightly security patrols increase our safety downtown. Marketing and
events are crucial to raising the profile of the downtown retail center throughout the year.
It is vital that the supplemental information should accompany all bills sent out whether it is the first or 2nd billing to give
clarity. The BID bill will have four attachments, a cover letter; exhibit A, a map of the BID area and a information update
form to help us keep up with changes of address etc.
The budget was revised to$65,000 which would more closely represent the actual billing amounts. This year we have
also changed the% levels in each category to reflect appropriate spending levels. The BID budget is allocated as
follows:
• 50% Security $32,500
• 28% Marketing $18,200
• 20% Beautification $13,000
• 2% Administration $ 1,300
TOTAL: $65,000
Attached you will find a accounting of all BID expenditure from 2001 thru 2011, proposed BID expenditure for 2012,
example bill with four supporting pages of explanatory information and guidelines for the finance department.
Your incerely
Mane cCsker C `
Executi Director
210 Lakeville Street, Petaluma, California 94952 707.762.9348 fax 707.283-0528 ZZ
PETALUMA -STARTNASSOC AS SUBMITTED BY PETALUMA DOWNTOWN ASSOCIATION
BID ANALYSIS-START TO 08740111
NOT AUDITED BY CITY OF PETALUMA
MARKETING SECURITY BEAUTIFICATION ADMINISTRATIVE TOTAL
32% 32% 16% 20% 100%
BEGINNING
BALANCE 0 0 0 0 0
RECEIVED 07/00-06/01 6,340.16 6,340.16 3,170.09 3,962.60 19,813.00
EXPENSES 07/00-06/01 (555.00) (280.00) (835.00)
BALANCE 07/00-06/01 6,340.16 5,785.16 3,170.08 3,682.60 . 18,978.00
RECEIVED 07/01-06/02 2,558.40 2,558.40 1,279.20 1,599.00 7,995.00
EXPENSES 07/01-06/02 (18,373.56) (6,358.19) 0.00 (5,355.60) (30,087.35)
BALANCE 07/01-06(02 (9,475.00) 1,985.37 4,449.28 (74.00) (3,114.35)
RECEIVED 07/02.06/03 12,495.13 11,928.80 5,964.40 7,455.51 37,843.84
EXPENSES07/02-06/03 (22,776.07) (15,061.00) (104.00) (11,127.56) (46068.63)
BALANCE 07/02-06/03 (19,755.94) (1,148.83) 10,309.68 (3,746.05) (14.339.14)
RECEIVED 07/03-06/04 8,216.95 8,216.96 4,108.48 5,135.60 25,678.00
EXPENSES07/03-06/04 (5,163.71) (12,050.25) 0.00 (11,892.61) (29,106.57)
BALANCE 07/03-06/04 (16,702.69) (4,980.12) 14.418.16 (10,503.06) (17,767.71)
RECEIVED 07/04-06/05 30,032.90 30,032.90 15,016.48 18,770.56 93,852.84
EXPENSES 07/04-06/05 (12,477.54) (8,000.00) (9,378.00) (6,773.14) (36,628.68)
BALANCE 07/04-06/05 852.67 17,052.78 20,056.64 1,494.36 39,456.45
RECEIVED 07/05-06/06 15750.34 15750.34 7875.17 9843.98 49,219.83
EXPENSES 07/05-06106 (7,206.04) (15,540.00) (14,213.08) (11,338.34) (48,297.46)
BALANCE 07/05-06/06 9,396.97 17,263.12 13,718.73 0.00 40,378.82
RECEIVED 07/06-06/07 20,393.23 20,393.23 10,196.61 12,745.76 63,728.83
EXPENSED 07/06-06/07 (12,696.09) (13,090.00) (18175.02) (9,708.04) (53,669.15)
BALANCE 07/06-06/07 17,094.11 24,566.35 5,740.32 3,037.72 50,438.50
RECEIVED 07/07-06/08 17,503.04 17,503.04 8,751.52 10,939.76 54,697.36
EXPENSED07/07-06/08 (10,644.00) (18,264.00) (8,650.00) (10,135.80) (47.693.80)
BALANCE 07/07-06/08 23,953.15 23,805.39 5,841.84 3,841.68 57,442.08
RECEIVED 07/08-06/09 14,254.09 14,254.09 7,127.05 8,908.47 44,543.70
EXPENSED 07/08-06/09 (21,012.12) (21,411.26) 0.00 (14,934.11) (57,357.49)
BALANCE 07/08 /09 17,195.12 16,648.22 12,968.89 (2,183.96) 44,628.27
CHANGE IN PERCENTAGES 30% 40% 20% 10% 100%
RECEIVED 07/09-06/10 15,191.05 20,254.73 10,127.37 5.063.68 50,636.83
EXPENSED 07109-06/10 (16,912.30) (27,194.59) (17,445.00) (2,634.85) (64,186.74)
BALANCE 07/09-06/10 15,473.87 9,708.38 5,651.26 244.87 31,078.36
CHANGE IN PERCENTAGES 28% 50% 20% 2% 100%
RECEIVED 07/10-06/11 14,798.00 26,425.00 10.570.00 1,057.00 52,850.00
EXPENSED 07/10.06/11 (15,700.74) (28,764.45) (529.42) (2,937.36) (47,931.97)
BALANCE07/10-06/11 14,571.13 7,368.91 15,691.84 (1,635.49) 35,996.39
2.
Petaluma Downtown Association
Bid Funds Received and expenditures
For Fiscal Year Ending June 30,2011
BID Percentages 28% 50% 20% 2%
Date Transaction To/From Description Marketing Security Beautification Admin
7.01.10 Beginning Balance 15.47387 9,708.36 5651.26 244.87 31,078.36
07/07/2010 dep City of Petatuna (42.00) (75.00) (30.00) (3.00) (150.00)
10/31/2010 dap City of Petaluma 840.00 1,500.00 600.00 60.00 3.000.00
06/07/2011 dap City of Petaluma 14,000.00 25,000.00 10,000.00 1,000.00 50.000.00
07.22.10 2313 Petaluma post Sidewalk Sale Ad (19800)
07.31.10 credit card Argus Courier Guide Ads (1.800.00)
8.25.10 credit card Craig's Warehouse Sidewalk Sate (40.08)
8.25.10 credit card UPS Printing (79.03)
10.6.10 2392 Pelican Arl Live Radio Ads (1.000.00)
10.27.10 2416 North Bay Bohemian Ms (720.00) .
11.09.10 2429 Petaluma post Ads (432.00)
11.17.10 2431 Argus Courier Ads (1.288.80)
12.01.10 2445 Paula Moors Balloon Art (200.00)
12.01.10 2448 Patrick Prather Horse&wagon rides (550.00)
12.02.10 credit card Argus Courier Ms (494.00)
12.02.10 credit card UPS Printing (124.26)
12.02.10 credit card Craigs Warehouse Trick or Treat trail (81.72) .
12.02.10 credit card Fotolia graphics for ads (12.00)
12.09.10 2454 Arden Kwan Holiday Open House (150.00)
12.09.10 Deposit Reimbursement for Ms from Merchants 1,657.00
12.15.10 2459 Petaluma post Ms (216.00)
12.22.10 2485 John Maher Holiday Open House (100.00)
1.12.11 2486 Wine country Travel Host Ms (175.00)
1.19.11 2483 Knish Radio Ad (2,850.00)
1.31.11 credit card UPS Flyers open house (31.61)
1.31.11 credit card Craigs Warehouse Balloons Open House (55.27)
2.02.11 Deposit, Reimbursement for Ms from Merchants 965.00
2.16.11 2507 Nor01 Bay Bohemian Ads (232.00)
2.28.11 credit card UPS Printing (126.44)
3.17.11 2521 Argus Courier Ads (257.66)
3.23.11. 2542 North Bay Bohemian Ads (464.00)
3.24.11 2534 Kelley Display Holiday Street Decorations (4,490.00)
04.30,11 credit card North Bay Biz Holiday Open House (560.00)
6.16.11 2630 Press Democrat Ads (1,800.00)
5.31.11 credit card Fishman Supply Graffitti removal (29.42)
6.30.11 2641. Ed Cerar Graffitti removal (500.00)
7.7.10 2298 Security Code 3,Inc Security in BID (500.00)
9.15.10 2376 Security Code 3.Inc Security in BID (500.00)
10.27.10 2418 Security Code 3,Inc Security in BID (500.00)
12.1.10 2450 Security Code 3,Inc Security in BID (500.00)
1.6.11 2477 Security Code 3.Inc Security in BID (500.00)
2.2.11 2501 Security Code 3.Inc Security in BID (500.00)
3.17.11 2530 Security Code 3.Inc Security in BID (500.00)
4.1.11 2546 Security Code 3.Inc Security in BID (500.00)
5.4.11 2589 Security Code 3,Inc Security in BID (500.00)
6.1.11 2615 Security Code 3,Inc Security in BID (500.00)
6.29.11 2839 Security Code 3,Inc Security In BID • (500.00)
7.7.10 2298 At&t acct 2276 Communication line cameras (92.58)
8.4.10 2325 At&t acct 2278 Camnunicaeon line cameras (92.43)
9.8.10 2367 At&t acct 2278 Communication line cameras (92.48)
10.13.10 2395 At&t acct 2278 Communication line cameras (92.48)
11.3.10 2423 At&t acct 2278 Communication line cameras (92.35)
12.1.10 2441 Alai acct 2278 Communication line cameras (92.40)
1.6.11 2472 At&t acct 2278 Communication line cameras (97.62)
2.16.11 2504 AI&t acct 2278 Communication line cameras (95.94)
3.17.11 2522 At&t acct 2278 Communication line cameras (94.94)
4.1:11 2535 At&t acct 2278 Communication line cameras (94.94)
5.4.11 2577 At&t acct 2278 Communication line cameras (94.88)
6.1.11 2805 At&t acct 2278 Communication line cameras (94.85)
6.29.11 2834 Ai&t acct 2278 Communication fine cameras (94.85)
9.23.10 2380 AT&T Capital Services Security Cameras pmt (1,453.63)
9.30.10 eft AT&T Capital Services Security Cameras pmt (2,754.88)
10.20.10 2409 AT&T Capital Services Security Cameras pmt (1.453.63)
11.17.10 2432 AT&T Capital Services Security Cameras pmt (1.453.63)
12.109.10 2452 AT&T Capital Services Security Cameras pint (1.453.63)
1.19.11 2480 AT&T Capital Services Security Cameras pmt (1,453.63)
2.19.11 2505 AT&TCapital Services Security Cameras pmt (1,453.63)
3.17.11 2524 AT&T Capital Services Security Cameras pmt (1,453.63)
4.13.11 2556 AT&T Capital Services Security Cameras pint (1,453.63)
5.11.11 2592 AT&T Capital Services Security Cameras pmt (1,453.63)
6.15.11 2824 AT&T Capital Services Security Cameras pmt (2,444.16)
2.2.11 2498 Fabler Electric Security Camera repair (3360.00)
Administrative costs Dues (28.80)
Administrative costs Employee Benefits (317.32)
z4I-
•
Petaluma Downtown Association
Bid Funds Received and expenditures
For Fiscal Year Ending June 30,2011
BID Percentages 28% 50% 20% 2%
Date Transaction Toflrom Description Marketing Security Beautification Admin
Administrative costs Mseage 0.00
Administrative costs Equipment Upgrades (9.27)
Administrative costs Insurance (59.51)
Administrative costs Tax and License (13.49)
Administrative costs Office supplies (108.30)
Administrative costs Mist (244.87)
Administrative costs Payroll taxes (127.19)
Administrative costs Postage (40.56)
Administrative costs Printing (2.15)
Administrative costs Professional Fees (144.98)
Administrative costs Public Relations (11.12)
Administrative costs Rent (35.40)
Administrative costs Software (9.87)
Administrative costs Telephone&utilities (119.34)
Administrative costs Salaries (1.667.39)
Website Mince Websita mince (15.09)
Total BID expenses (15,700.74) (28,764.45) (529.42) (2.937.36)(47,931.97)
6.30.10 Ending balance BID 14,571.13 7,368.91 15,691.84 (1,635.49) 35.996.39
•
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: ,a {;F ' Business Improvement District Invoice • •
4 BID CATEGORY Zone C Professional•Businesses
a • NUMBER OF EMPLOYEES;,OPERATORS,.DEALERS OR ROOMS _ ATTACHMENT 6
,::::'40 54-:',,,- - BID.AMOUNT"-PAID $ 1
ACTIVITY# 0000000, .
11111 ul 1111111111n11 I [III Illl 10111 III .
• BUSINESS ID* 13-0000000
•
ii:Ac STREET "
BUSINESS NAME - 11 ENGLISH STREET
• - PETALUMA,CA 94952 R . PO BOX 61
a® PETALUMA,iCA.94953-0061
•
BUSINESS LICENSE NO. - B-0000000 • • - - - EXPIRATION DATE: 12/31/2011-
LOCATION: SWEET PETALUtiMA,CA 94952 - . DELINQUENCY DATE:i 4/012011 -
•
•
OWNER(S):' OWNER NAME BILLING NUMBER: 707-778-4354
YOUR BID CATEGORY: Zone C Professional Businesses
Downtown Petaluma •
Business Improvement Assessment Fee(BID)
ZONE A ZONES ZONE C
Retailers and Restaurants
0-3 employees • $150 $100 $50
4-6 employees $250 $166 $-83
7+employees $350 .$.232 $116
•
Antique Collectives:
0-3 clearers $150 $100 $50
4-6 dealers $250 $166 $83
. - 7+dealers- - $350 $232 $116
Service,Businesses:
0-3-employees/operators $100 $75 $50
4-67eMployees/operators. $200 $150 '$100
7+'employeesloperators '$-300. $`225 $150 •
Professional.Businesses: i $125 -$82 _ $41
• Financial Institutions: $500 $500 $500
i-10 rdoms : $150 $150 $150
11-25 rooms' $250 $250 $250
26+rogm"s $350 $350 $350
. Enter riurliber'of'eriiployees,operators,dealers or rooms:
• From4fie TABLE,aboye choose the correct.amount to pay:
'YOUR'BIO.IS TIED TO YOUR BUSINESS TAX FOR THE CITY OFPETALUMA. YOU MUST PRY BOTH YOUR BUSINESS
TAX-AND-YOUR BID IN ORDER TO STAY CURRENT ON YOUR ACCOUNT.
KEEP BOTTOM PORTION FOR YOUR RECORDS 211
krS• P�LU•
•
U�1 • CITY OF PETALUMA
y ,R
A POST OFFICE Box 61
.7 5$ PETALUMA,CA 04953-0061
David Glass
Mayor •
January 2012
Chris Albertson
Teresa Barrett
Mike Harris Dear Downtown Business Improvement District Business Owner,
Mike Healy
Gabe Kearney
• Tiffany Renee This is to transmit the 2012 downtown business improvement assessment invoice that is due and payable on receipt and
Councifinembers delinquent on April.),2012.
This invoice is based and calculated on your zone location,type of business and amount of employees. To perform this
calculation the City of Petaluma used data from the State Employment Development Department(EDD)regarding the
number of employees you reported to them. Please be aware that it is very important to check that you are correctly
billed for the right amount of employees.Employees are calculated on full time hours,part time employees should be
added together toget a_full time equivalent.Should you have any questions regarding your zoning or employee
amounts please contact The Petaluma Downtown Association with your questions by:fax(707)762-4317 e-mail
mariefajpetalumadow mown con',or call at 762-9348.
• The assessment was established in November 2000,when the Petaluma City Council adopted Ordinance 2104 N.C.S
establishing the Downtown Business Improvement District(BID).ThisOccurred-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.llowever,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.
Finance Department According to the 2011 Annual.Report of the BID,approved by the Petaluma City Council on December---2011,
]7 English Stre2t assessment funds will be used as follows:
Petaluma,CA 94952
'Phone(707)778-4352
Fax(707) 778-4,428 20% Downtown Beautification $13,000
E-Mai[
,finance @ciPelaluma.ea.us 28% Downtown Marketing $18;200
2% Administration •$ 1,300
General Services 50% Downtown Security $32,500
Phone(707)778-4384
Fax(707)776-3645 Total: $65,000
Purchasing Please Support the Downtown Business Improvement District by making your timely payment as indicated on the
Phone(707)778-4352 attached invoice.Thank you for your continued efforts to maintain an economically vibrant and attractive downtown.
Fax(707)778-4428
E-Mail
finance @ci.pentiuma.ca.us Sincerely Yours
Utility Billing
Phone(707)778-1350
Fax(707)778-4428 John Brown City Attorney
E-Mail
utilitvbills@ci.petaluma.ca.us City Manager
2.8
Types olBusinesses 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, Optometrist's, Realtors, Insurance Offices, Mortgage
Brokers and most .other businesses that require advanced and /or specialized
licenses and/or advancedsacadeinic degrees.
• Financial Institutions: Includes Banking, Savings; Loan and Credit Unions.
Assessment'by Type Of Business'Within Zones
ZONE_A ZONE B ZONE C
Restaurants and
Retailers (1-3 Employees) $150 $100 $50
(4-6 Employees) $250 $166 $83
(7+ Employees) $350 $232 $116
Antique (1-3 Dealers) $150 $100 $50
Collectives (4-6 Dealers): $250 $166 $83
(7+ Dealers) $350 $232 $116
Service (1-3.Emp/Operators) $100 $75 $50
Businesses (4-6 Emp/Operators) $200 $150 $100
(7+ Emp/Opefators) $300 $225 $150
Professional $125 $82 $41
Businesses
Financial $500 $500 $500
Institutions
Lodging (1-10 Rooms) $150 $150 $150
(11-25Rooms) $250 $250 $250
(26+ Rooms) $350 $350 $350
Note: Retail, restaurant and service businesses will be charged on size which will be
determined by number'of employees, either full-time or the equivalent made up of
multiples of part-time employees while Antique Collectives will be charged by number of
business licenses active within one location.
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BID / BUSINESS UPDATE FORM
Please complete this form if you have any changes ito your account.
Business License #:
To ensure that we have the correct information regarding your business and the amount
of employees you have please update applicable sections on this form and return with
your BID and Business Tax invoice to the finance department at the City of Petaluma.
Business Name: Date prepared
Owner Contact person
Mailing address
Phone ( ) Fax ( )
Business type (sole proprietor, Corporation, etc)
Business ID
Description of business
Function of company
Retail Business or Restaurant 0 Antique Collectives
0 Professional Business 0 Service Business
0 Financial Institution 0 Lodging
Thank you for taking the time to provide updated information on this form, the information will
be kept confidential and not shared with any other parties.
The Petaluma Downtown Association, 210 Lakeville Street, Petaluma, California, 94952
(707) 762-9348 Fax: (707) 283-0528
Updated 3-28-11
3'
PETALUMA i,
DOWNTOWN
ASSOCIATION
Our mission is to contribute to the betterment of the Petaluma Historic Central Area and to
promote and enhance its position as the city's retail and commercial center.
7 November, 2011
2012 Proposed guidelines for a:successful 2012 collection of the BID
Checklist for finance Department:
I. Billing to go out no later than February 28th 2012 —to include uncollected funds
from 2011 and supplemental information.
2. Follow up billing to go.out no later than April 25h 2012—to include
supplemental information.
3. Uncollected assessments to go to collections in May 2012.
4. PDA to receive updated reports every 12 weeks on what had been collected and
who has not paid. Accompanying this report should be payment of collected
funds.
I believe the continuation of the BID is important. I allow projects that help downtown
that would otherwise be impossible, and save the City/TOT funds from having to pay for
things we could be certain to be approved.
Petaluma Downtown Association 7/11/2011
Ph:(707)762-93487 • Fax(707)283-0528 • Email: Info @PetalumaDowntown.com
Historic Depot Building • 210 Lakeville Hwy/Hwy 116 • Petaluma CA 94952 • www.PetalumaDowntown.com
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