I03. Res. 5931 - BID Budget'104WORPOPIN,
City of Kalispell
LISPELL post Office Box 1997 -Kalispell, Montana 59903-1997
Ft.ATelephone (406) 758-7701 Fax - (406) 758-7758
REPORT TO: Doug Russell, City Manager
FROM: Rick Wills, Finance Director
SUBJECT: Resolution No. 5931 — A Resolution Approving the Work Plan and
Budget of the Business Improvement District
MEETING DATE: August 19, 2019 — Regular Council Meeting
BACKGROUND: On April 3, 2017, pursuant to Section 7-12-1111, et seq., MCA, the City of
Kalispell created a Business Improvement District [BID]. This entity falls under the provisions
of Business Improvement Districts. The board of directors for the BID has recommended to the
City Council a work plan and budget for the Business Improvement District for the next fiscal
year and seeks to have it approved. The proposed assessment for each property owner within the
BID's area is $0.015 per square foot, plus .0225 of the taxable value of the property, and a flat
fee of $100.00 for each property. This is a change from last years' proposal of $0.015 per square
foot, plus .0375 of the taxable value of the property. There was no flat fee proposed last year.
Also on the agenda for this Council Meeting is the standard budget resolution for the BID that is
not designed to address the assessment but rather only the gross revenue anticipated.
RECOMMENDATION: It is recommended that the Council consider and pass Resolution
5931, a resolution approving the work plan and budget for fiscal year 2019-2020 for the
Kalispell Business Improvement District as recommended by its Board of Directors.
ALTERNATIVES: Upon consideration of the proposal the Council may reject the resolution.
ATTACHMENTS: Resolution 5931
BID Work Plan and Budget
Return to:
City Clerk
City of Kalispell
P.O. Box 1997
Kalispell MT 59903-1997
RESOLUTION NO. 5931
A RESOLUTION APPROVING THE WORK PLAN AND BUDGET FOR FISCAL YEAR
2019-2020 FOR THE KALISPELL BUSINESS IMPROVEMENT DISTRICT AS
RECOMMENDED BY ITS BOARD OF DIRECTORS.
WHEREAS, on April 3, 2017, pursuant to Section 7-12-1101, et seq., MCA, the City of
Kalispell, passed Resolution 5801 creating a Downtown Business Improvement
District; and
WHEREAS, the board of directors of the Downtown Business Improvement District has
recommended to the City Council a work plan and budget for the Downtown
Business Improvement District for the fiscal year 2019-2020; and
WHEREAS, having fully considered the work plan and budget presented, as well as the proposed
method of assessment, the City Council now finds that it is in the best interests of
the City as well as the District and the properties therein to accept the work plan
and budget, as well as the proposed assessment method.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
KALISPELL AS FOLLOWS:
SECTION 1. The proposed work plan and budget of the Business Improvement District,
attached hereto Exhibit "A" and fully incorporated herein by this reference,
is hereby approved and adopted for the fiscal year 2019-2020.
SECTION 2. The proposed assessment formula of the Business Improvement District is
hereby approved and adopted for the fiscal year 2019-2020. That
assessment formula to be applied against all properties within the Business
Improvement District shall be $.015 per square foot, plus a $100.00 flat fee
per property.
PASSED AND APPROVED BY THE CITY COUNCIL AND SIGNED BY THE MAYOR OF
THE CITY OF KALISPELL, THIS 19TH DAY OF AUGUST, 2019.
Mark Johnson
Mayor
ATTEST:
Aimee Brunckhorst, CMC
City Clerk
DOWNTOWN
IM PLLL
KALISPELL BUSINESS IMPROVEMENT DISTRICT
2019-2020 BUDGET
Board of Directors
Marshall Noice, Chair
Christopher Petersen
Maggie Doherty
Curtis Bartel
Karen Sanderson
Kisa Davison
Ryan Berweger
Mayor Johnson and Kalispell City Council,
The proposed budget for the Kalispell Business Improvement District follows this letter and keeps in
mind the Mission, Vision and Purpose of the District.
The Mission of the Kalispell Business Improvement District
To promote and foster economic growth and stability within the Business Improvement District while
preserving Downtown Kalispell's rich historic and cultural identity.
The Vision
By preserving historic charm, fostering growth, promoting a sense of community and improving image,
Downtown Kalispell will develop into an attractive location for investors, property owners, business
owners, and residents, and become a destination point for visitors.
The Purpose
To accomplish its vision of creating a vibrant and dynamic business district the BID works to:
• Build effective partnerships with businesses, institutions, property owners, and city government to
maintain a clean and safe community
• Attract, retain and promote quality businesses and retail segments to support our local economy
• Promote Kalispell as a renowned destination point with a business, retail, entertainment and
institutional mix offering unique products, services and events
• Promote Kalispell as the preferred place to shop, work, learn and live
PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispeB.com
KALISPELL BUSINESS IMPROVEMENT DISTRICT
BID ASSESSMENT FORMULA
Montana Code Annotated 7-12-1133 (2) directs the governing body to annually assess the entire cost of
the district against the entire district using a method that best ensures that the assessment on each lot or
parcel is equitable in proportion to the benefits to be received.
The BID Board reviewed in detail the current assessment and is recommending a change in the formula
for fiscal year 2020. We recommend that all property owners within the district be assessed a new flat fee
of $100.00, maintain the $0.015 per square foot assessment and reduce the taxable value assessment from
.0375% to .0225%.
This new proposed formula would leave the overall budget at the same level as the 2019 fiscal year. After
discussion of the new work plan the BID Board of Directors believe that the new proposed assessment
formula will ensure proportional benefits for the entire district.
WORK PLAN 2019
The BID Board of Directors is pleased to let the Mayor, Council and property owners know that the
following list from the 2019 work plan will be completed prior to the end of the current fiscal year.
• Developed a web -based platform for BID property owners to list properties available for sale or
lease
• Began implementation of a bicycle/pedestrian safe & friendly downtown to include design and
installation of three bike racks downtown in the fall of 2019
• Provided funding for 12 new trees to replace dead and dying trees Downtown and will be
supplying labor (Downtown Ambassador) to irrigate the new trees in Summer 2019
• Awarded $16,973.50 in Facade Improvement grants
• Beautification — Provided plants for 54 downtown corner planters and 52 hanging flower baskets
for Summer 2018/FY 2019 (increasing to 115 hanging flower baskets for Summer 2019)
• Worked with the city to evaluate current parking plans to add additional parking opportunities.
• Worked with the city to review and evaluate transportation issues downtown
• Continued representation on the CORE trail committee by the BID Executive Director
• Advertised downtown events to continue drawing visitors for the economic success of
property/business owners through our website
• Assisted property owners/business owners resolve issues downtown
• Continued investment in our website and social media presence
• Promoted public art within the Business Improvement District
• Continued to be an advocate for downtown
• Beautification — Provided 1 fulltime Downtown Ambassador and 1 part time Downtown
Ambassador to clean & maintain downtown public areas and BID -provided flowers
• Developing a plan to address the entire district needs and fair distribution of services offered by
the BID such as flowers, cleaning, etc.
PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com
KALISPELL BUSINESS IMPROVEMENT DISTRICT
WORK PLAN 2020
The following pie chart and detail demonstrates the proposed expenditures for the fiscal year 2020 work
plan.
City Admin fee Communications
2% 5%
- MMM011111111*
Staffing/Office
21%
Beautification
7%
Tou ri
6%
Projects for the 2020 fiscal year include:
• Continue semi-annual property owner meetings to garner feedback and gather suggestions for
future BID areas of focus & projects
• Develop a long term plan for BID and utilize feedback gathered from property owners and the
City Council to determine long-range focus and projects
• Continue the Facade Improvement Program and award up to$25,000 in grants throughout the BID
• Further collaboration with the Kalispell Parks and Recreation to replace more missing and dead
trees within the BID
• Work with the Kalispell Downtown Association and other community members to develop public
art within the BID
• Develop a program to place bike racks where best suited throughout the entire district
• Discuss and possibly initiate a program to assist with sidewalk snow removal throughout the
district
• Continue investment in our web site and social media presence
• Maintain Executive Director and Downtown Ambassador positions
• Contract an additional part time Downtown Ambassador for the 2019 summer season to assist
with the work of the new district
• Provide 115 hanging flower baskets and bedding plants for 54 corner planters & provide for their
maintenance
• Continue representation on the CORE trail planning committee
• Advertise downtown events to continue drawing visitors for the economic success of
property/business owners through our website
• Continue to advocate for downtown
• Promote public art within the Business Improvement District
PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com
KALISPELL BUSINESS IMPROVEMENT DISTRICT
Gathering of property owners
November 2018 the BID Board of Directors hosted a gathering of BID property owners and
solicited responses to a brief survey. The survey was also mailed to ALL BID property owners to
encourage their response. We have attached a document to this letter which summarizes the
responses. The BID Board of Directors will utilize the information generated by the survey to help
guide future projects.
Property owners were asked to prioritize areas of focus and here are the responses:
1. Attracting new business and supporting existing business
2. Building a cleaner and more attractive downtown
3. Marketing and promotion of downtown to the public
The Downtown BID encourages the City of Kalispell to continue reinvestment in the Downtown
core of Kalispell and that we will see improvements to water pressure on Main Street and
improvements in City owned parking lots.
We look forward to working with all of you in the upcoming year to achieve our mission to
enhance the visitor experience and business environment. Together we can ensure that Downtown
Kalispell remains a viable, vibrant and diverse business district providing an exciting and
enjoyable place to live, work, dine and shop.
Many thanks for your consideration of the new proposed assessment formula and our 2020 fiscal
year budget.
Best regards,
Kalispell Business Improvement District
Board of Directors
Marshall Noice, Chairman
Christopher Petersen
Maggie Doherty
Curtis Bartel
Karen Sanderson
Kisa Davison
Ryan Berweger
PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com
BUSINESS IMPROVEMENT DISTRICT #2
FUND: 2701-490-470330
PROJECTED REVENUE AND FUND SUMMARY
BEGINNING CASH
10100
CASH: Operating
Total Cash
REVENUES
311100
bevy
311200
Penalty and interest
335230
Class 8 PP reimb.
$100 Flat fee
363010
Assessments
343014
Charges for services - garbage/parking
371010
Interest
Total Revenue
TOTAL AVAILABLE
EXPENSES
Total
ENDING CASH
CASH: Operating
ACTUAL
BUDGET
ACTUAL
BUDGET
FY17/18
FY18/19
FY18/19
FY19/20
$0 $55,951
$55,951
$65,994
$0 $55,951
$55,951
$65,994
$69,545
$73,499
$76,654
$47,899
$356
$0
$450
$300
$664
$0
$675
$0
$0
$0
$0
$25,600
$40,042
$41,385
$41,336
$41,385
$0
$1,200
$3,077
$3,077
$227
$125
$781
$200
$110,834
$116,209
$122,973
$118,461
$110,834
$172,160
$178,924
$184,455
$54,883 $147,183 $112,930 $173,803
$55,951 $24,977 $65,994 $10,652
PROGRAM DESCRIPTION
Downtown Business Improvement District was created April 3, 2017 by Resolution 5801
33
BUSINESS IMPROVEMENT DISTRICT #2
FUND: 2701-490-4703 3 0
EXPENDITURE DETAIL
PROGRAM:
STAFFING:
210 Office Supplies
354 Contract staff- coordinator
355 Contract staff- other(1FT/1PT)
373 Conferences/Travel/Memberships
530 Storage Unit Rent
COMMUNICATIONS:
322 Newsletter
345 Cell Phone/Wireless
359 Web Site Development/Maintenance
337 Social Media and On-line Marketing
DEVELOPMENT ACTIVITY:
780 Development Activity
790 Fayade Improvement Program - carryover $10,000
335 Print Advertising
391 Sponsorship/Events
510 Insurance
TOURISM:
323 Printing
BEAUTIFICATION
228 Art
229 Flowers
522 Administrative Transfer
Total Budget
ACTUAL
BUDGET
ACTUAL
BUDGET
FY17/18
FY18/19
FY18/19
FY19/20
$356
$1,200
$478
$1,000
$22,595
$34,847
$35,347
$34,847
$9,681
$30,000
$24,121
$40,000
$0
$1,000
$0
$1,000
$1,640
$600
$600
$600
$0
$350
$355
$350
$518
$0
$0
$0
$4,062
$3,000
$1,090
$2,500
$1,900
$4,000
$2,435
$4,000
$191
$20,000
$13,663
$30,000
$0
$25,000
$20,590
$25,000
$0
$500
$0
$500
$0
$0
$1,565
$5,000
$7,970
$6,000
$823
$2,000
$0 $6,000 $317 $10,000
$0
$5,000
$0
$5,000
$5,970
$6,000
$7,860
$8,000
$0
$3,686
$3,686
$4,006
$54,883 $147,183 $112,930 $173,803
34