HomeMy WebLinkAbout12A - NOTICE OF PH 2016 DT BIDREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
CLERK OF COUNCIL USE ONLY:
NOVEMBER 17, 2015
TITLE:
APPROVED
DOWNTOWN SANTA ANA BUSINESS
❑ As Recommended
IMPROVEMENT DISTRICT— INTENT TO
❑ As Amended
1771 Ordinance on 1" Reading
LEVY ASSESSMENT FOR 2016
Ordinance
(STRATEGIC PLAN NO. 3, 4F)
implementing Resolution
[I implementing o
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
CITY MANAGE
RECOMMENDED ACTION
Approve the 2016 Assessment Report for the Downtown Santa Ana Business
Improvement District, which is administered by two organizations, the Santa Ana Business
Council and Downtown Incorporated.
2. Adopt a resolution of intention to levy an annual business license tax assessment for the
2016 calendar year and establish a time and place for a public hearing to be held by the
City Council on December 15, 2015 to hear and consider all protests.
COMMUNITY REDEVELOPMENT AND HOUSING COMMISSION RECOMMENDATION
At a special meeting on November 10, 2015, by a 4:0 (Leon abstained) vote, the Community
Redevelopment and Housing Commission: 1) found that the 2016 Downtown Santa Ana
Business Improvement District Assessment Report complies with the California Streets and
Highways Code §36533; and 2) recommended that the Executive Director of the Community
Development Agency file the 2016 Downtown Santa Ana Business Improvement District
Assessment Report with the Clerk of the Council for City Council approval or modification,
The 2016 Assessment Report contains the basis and method of levying the assessment,
estimated activities and budgets from the two business associations, the Santa Ana Business
Council and Downtown Inc., and a map of the Business Improvement District (BID) boundaries.
The Assessment Report presented for consideration and recommended for approval has been
reviewed by the City Attorney' s Office and determined to meet state law requirements. After
approval of the report, the next course of action is to conduct a public hearing on the 2016 BID
levy to be held on December 15, 2015.
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Downtown Santa Ana BID
Intent to Levy Assessment for 2016
November 17, 2015
Page 2
Terms
On July 1, 2013, the City Council activated the current BID and the City executed operating
agreements with Downtown Inc. and Santa Ana Business Council to administer the activities of
the BID, These agreements contain provisions to ensure proper administration and distribution of
funds; provisions are included for Items such as the annual budget, financial record keeping, fund
distribution, and board composition and meeting requirements. The terms of these Operating
,Agreements commenced on September 17, 2013 and will terminate on September 17, 2016,
unless terminated sooner due to any violations of the provisions in the agreements, or If the BID
Is not approved in any given year, The agreements are renewed automatically in one year
renewal terms, unless either party gives at least two months notice of termination.
Each organization receives roughly $100,000 (collected from the business license tax fee) per
calendar year (January through December) and may carry over unspent funds into the next year.
Downtown Inc. will carry over a reserve of approximately $30,000 into 2016. The Santa Ana
Business Council will carry over a reserve of approximately $100,000 into 2016. Both of these
numbers are estimates as of October 1, 2015. If the BID is successfully renewed, each
organization will receive an additional allocation of roughly $100,000 each in January 2016.
Business Improvement District LBLW Baokoround
On February 6, 1984, the City Council adopted Ordinance No. NS -1715 pursuant to state law,
creating a Business Improvement District (BID) In Downtown Santa Ana. The BID was
established as a means of providing the downtown business community with the funding to
promote events and create promotional materials, increase the security presence, enhance
maintenance of the downtown shopping corridors, and implement streetscape Improvements to
the area. The BID is funded through an additional charge on the business license tax for those
businesses within the BID boundary (Exhibit 1).
In 2008, the City Council approved the establishment of the Downtown Santa Ana Community
Management District (commonly referred to as the PBID) and puff the BID in suspension. The
PBID resulted in a levy on property owners rather than businesses. On February 4, 2013, the City
Council adopted Ordinance No. NS -2842 repealing Article XX of Chapter 13 of the Santa Ana
Municipal Code thereby disestablishing the Downtown Community Management District. With
the disestablishment of the PBID, several downtown merchants and property owners expressed
an interest in reactivating the BID to receive funding to promote the safety, maintenance, and
overall economic stability of the Downtown. The City Council activated the current BID on July 1,
2013 and approved the operating agreements for the two associations administering the BID on
September 17, 2013,
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Downtown Santa Ana BID
Intent to Levy Assessment for 2015
November 17, 2015
Page 3
STRATEGIC PLAN ALIGNMENT
Approval of this Item allows the City to meet Goal #3 (Economic Development), Objective 4
(Continue to pursue objectives that shape downtown Santa Ana into a thriving, culturally diverse,
shopping, dining, and entertainment destination), Strategy F (Partner with downtown business
and merchant associations to program events that showcase restaurants, shopping and
entertainment venues).
FISCAL IMPACT
There Is no direct fiscal impact associated with this action. The City collects the BID revenue from
businesses within the BID boundary and distributes funding to each organization in accordance
with the approved Operating Agreements,
l3aypffi➢
Exhibit: 1. Bid Boundary
2. Assessment Report
3. Resolution
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12A -4
Exhibit 1
BUSINESS IMPROVEMENT DISTRICT BOUNDARY
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12A -5
12A -6
EXHIBIT 2
DOWNTOWN SANTA ANA BUSINESS IMPROVEMENT DISTRICT
2016 ASSESSMENT REPORT
Background
On February 6, 1984, the City Council adopted Ordinance No. NS -1715 pursuant to Section
36500, et seq., of the 1979 State of California Streets and Highways Code, creating a
Business Improvement District (BID) in Downtown Santa Ana. On October 6, 2003, the City
Council appointed the Community Redevelopment and Housing Commission (CRHC) as
the Downtown Santa Ana Business Improvement District Advisory Board. As the BID
Advisory Board, the CRHC is responsible for making recommendations to the City Council
on the expenditure of revenues derived from the levy of assessments, on the classification
of businesses, as applicable, and on the method and basis of levying the assessments
(including the annual budget).
The BID was established as a means of providing the Downtown business community with
the funding to promote the Downtown through events and advertising pieces; funding to
increase security and enhance the overall aesthetics of the area; and also to maintain the
downtown shopping corridors.
Improvement Area Boundaries
The geographic boundaries of the district remain unchanged from the original 1984 area,
and they include over 600 retail, service, and professional members (see Attachment A).
Assessment Formula
The formula for the BID tax levy also remains unchanged from the original 1984 ordinance
and is based on the category and /or sales volumes of the business (see Attachment B).
2016 Budaet Plan
Based on the feedback from the two Associations, Downtown Inc. and the Santa Ana
Business Council Inc., the 2016 BID Budget focuses on the continuation of promotions and
marketing of the BID. Some of the promotion and marketing will be focused on Downtown
events and advertising pieces; which are all designed to enhance the overall aesthetics of
the area and also to maintain the downtown shopping corridors. Detailed breakdowns of the
two groups' budgets are attached (Attachment C). The assessments from the 2016 BID are
estimated at $200,000 to be split evenly by Downtown Inc. and the Santa Ana Business
Council —the two business groups that have spearheaded this BID process. Any remaining
funds from the previous year (currently estimated at $130,000 total) will be incorporated into
a reserve fund for the groups' 2016 budgets. This reserve funding may be used for
12A -7
additional events and promotions throughout the year.
In 2016, the two representative business associations are proposing to host and /or sponsor
a variety of community events and promotions, including:
Art Walk (12x)
Patchwork
Savor Santa Ana
Fiestas Patrias Parade
Noches de Altares
OC Film Fiesta
Weekly live music on Calle Cuatro
Weekend matinees
Other programming for the associations will include ongoing social media marketing,
funding for the Downtown Restaurant Association, holiday promotions, website
development and maintenance, and financial support for the Anaheim Regional Transit
(ART) Disney Circulator which connects downtown Santa Ana to Disneyland and other
regional destinations.
12A -8
ATTACHMENT A
BUSINESS IMPROVEMENT DISTRICT BOUNDARY
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12A -9
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12A -9
ATTACHMENT B
2016 ANNUAL ASSESSMENT FORMULA
The following businesses located within the boundaries of the Business Improvement
District (BID), classified under City Ordinance NS 1690 as Amusement Services,
Pawnbrokers, Service Station and Classification A, including, but not limited to Retail Sale
of Goods, Hotel and Motels, Theaters and Food Establishments, shall pay an amount equal
to one and one -half times their annual business license fee.
Businesses classified as Commercial Rental Property, Rental Property, Residential and
Rooming House shall pay an amount equal to one - quarter times their annual business
license fee.
All other businesses, including Professions, Trades and Services within the boundaries of
the proposed Business District, shall pay an amount equal to their annual business license
fee.
Once the assessment formula is established, it cannot be changed without written notice to
all businesses within the boundaries of the proposed Business Improvement District and a
public hearing held by the City of Santa Ana.
12A -10
ATTACHMENT C
DOWNTOWN BUSINESS IMPROVEMENT DISTRICT
PROPOSED BUDGETS SUMMARY
2016
OPERATING FUND
REVENUE
2016 BID Assessments — Projected $200,000
Prior Year Carry Forward (Estimated) $130,000
Total Revenue $330,000
EXPENDITURES
Downtown Inc. (DTI)
ADMINISTRATION
Administrative (Office Supplies, Insurance,
Professional Services) $14,000
EVENTS
Art walk $12,000
Programming $8,000
Stakeholder Partnerships $8,000
Meetings $1,000
Events Total $29,000
MARKETING
Consultant
$36,000
Restaurant Association
$5,000
Website /Social Media
$5,000
Advertising /Printing /Signage
$9,000
Assoc. Memberships/Training
$2,000
Marketing Total $57,000
DTI — TOTAL EXPENDITURES (2016) $100,000
12A -11
Santa Ana Business Council (SABC)
ADMINISTRATION
Overhead (Office Supplies, Insurance,
Professional Services) $10,000
Advertising/Website /Social Media /Consultant /Advocate
Graphic designer /Social Media Specialists $18,200
Consultant/Advocate $15,600
Promotions $5,000
(Facebook, postcards, posters, banners, flyers, stationary, distribution)
Advertising Total $38,800
MARKETING
Serenade on the Streets Program $72,000
Rondalla — Every Saturday
Jarochos — Every Sunday
Clowns —Every weekend (16 hours)
Special Events (Sponsorships)
Fiestas Patrias
Noches de A/tares
OC Film Fiesta
United Artist Coalition of Santa Ana
Christmas Toy giveaway
Other
Event Sponsorship Total $7,850
OTHER PROGRAMMING
Transportation — ART Disney Circulator $6,000
Matinees (weekly) $13,000
Dancing on the Streets Program $15,000
Conference, Seminar & Trip Expenditures $5,000
SABC — TOTAL EXPENDITURES (2016) $167,650
TOTAL BID EXPENDITURES (2016) $267,650
2017 Carry Over (Estimated) $62,350
12A -12
RQH — 11/17/15
RESOLUTION NO. 2015-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA DECLARING ITS INTENTION TO LEVY AN
ASSESSMENT FOR THE DOWNTOWN SANTA ANA
BUSINESS IMPROVEMENT DISTRICT FOR THE YEAR
2016
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby, finds, determines and
declares as follows:
A. By Ordinance No. NS -1715, adopted February 6, 1984, the City Council of the
City of Santa Ana established the Downtown Santa Ana Business Improvement Area
pursuant to sections 36500 et seq. of the California Streets and Highways Code; and
B. As provided in Ordinance No. NS -1715, the City Council is authorized to levy an
assessment in the following amounts for the improvements and activities of the Downtown
Santa Ana Business Improvement Area:
(a) For amusement services; pawnbrokers, service stations, retail sales of
goods, hotels, motels, theaters, food establishments: an assessment in an
amount equal to one and one -half (1.5) the annual business license fee,
(b) For commercial and residential rental property: an assessment in an
amount equal to one - fourth (0.25) the annual business license fee.
(c) For all other businesses: an assessment in an amount equal to the
annual business fee.
Section 2. The improvements and activities for which the assessment revenues
may be used in the Downtown Santa Ana Business Improvement District pursuant to
Ordinance No. NS -1715 are as follows:
(a) Decoration of any public place.
(b) Promotion of public events.
Exhibit 3 Resolution No. 2015 -XXX
Page 1 of 3
12A -13
(c) Furnishing of music in any public place.
(d) The general promotion of business activities,
Section 3. The Downtown Santa Ana Business Improvement District is located as
shown on Attachment A, attached hereto and incorporated herein.
Section 4. An assessment report is on file with the Clerk of the Council to which
reference may be made for a full and detailed description of the improvements and
activities to be provided for the year 2016, the boundaries of the area, and the proposed
assessments to be levied upon the businesses within the area for the year 2016.
Section 5. A public hearing shall be held by the City Council at the City Council
Chambers, 22 Civic Center Plaza, Santa Ana, California at its regular meeting of
December 15, 2015, at 5;45 p,m„ or as soon thereafter as the matter may be heard, for
the purpose of determining whether to impose the above said assessment for the year
2016 for the improvements and activities described in the report.
Section 6. At the public hearing, written and oral protests may be made in
accordance with sections 36524 and 36525 of the California Streets and Highways Code.
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. Every written
protest shall be filed with the Clerk of the Council at or before the time fixed for the public
hearing. 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.
Section 7. This Resolution shall take effect immediately upon its adoption by the
City Council, and the Clerk of the Council shall attest to and certify the vote adopting
this Resolution.
Resolution No. 2015 -XXX
Page 2 of 3
12A -14
ADOPTED this --- p day of 2015.
Miguel A. Pulido
Mayor
APPROVED AS TO FORM:
Sonia R.,,arval4p, City Attorney
m
Assi
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, MARIA D. HUIZAR, Clerk of the Council, do hereby attest to and certify the attached
Resolution No. 2015 -XXX to be the original resolution adopted by the City Council of the
City of Santa Ana on
IM
Clerk of the Council
City of Santa Ana
12A -15
Resolution No. 2015 -XXX
Page 3 of 3
O
ATTACHMENT A
BUSINESS IMPROVEMENT DISTRICT BOUNDARY
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12A -16
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