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F2. Downtown BID 2022-2023 Preliminary Budget5i 1• ��k�7 P.M." ■ !*; DOWNTOWN FLAUSPELL KALISPELL BUSINESS IMPROVEMENT DISTRICT 2022-2023 BUDGET Board of Directors Kisa Davison, Chair Marshall Noice Gabe Mariman Jon Fetveit Cara Lamire Pam Mower Catherine Hooper Potter 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 The Kalispell Business Improvement District is an organization comprised of its members: proud and dedicated people who work together to inspire and create a healthy, vibrant downtown culture that embodies its rich history of beauty, integrity and kindness while fostering a thriving economy. The Vision By creating a beautiful downtown culture, Kalispell will be an attractive, worthy place for the delight of its residents, and the continued success of it entrepreneurs. 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. • Coordinate programs designed to promote Downtown Kalispell as the preferred place to shop, work, learn, visit and live. PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com 21 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 has reviewed the current assessment formula and is recommending that the formula for fiscal year 2023 remain the same as the 2022 fiscal year. All property owners within the district will be assessed a flat fee of $100.00, $0.015 per square foot assessment and a taxable value assessment from .0225%. Owner occupied residential properties will not assessed. The formula would leave the overall budget at approximately the same level as the 2022 fiscal year. After discussion of the new work plan the BID Board of Directors believes that the proposed assessment formula will ensure proportional benefits for the entire district. WORK PLAN 2022 The BID Board of Directors is pleased to let the Mayor, Council and property owners know that the following list from the 2022 work plan will be completed prior to the end of the current fiscal year. • Worked with the Kalispell Downtown Association to design and assist with funding of three bike racks downtown the first of which was installed fall of 2021. The next two bike racks are expected to be fabricated by Flathead Valley Community College and installed this year. • Provided funding for 12 new trees to replace dead and dying trees downtown. • Awarded $25,000 in Facade Improvement grants. • Beautification — Provided plants for 54 downtown corner planters and 117 hanging flower baskets. • Continued representation on the CORE trail committee by the BID Executive Coordinator. • 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 through an Arts & Entertainment Passport promoted on our website. • Continued to be an advocate for downtown. • Beautification — Provided 1 full time Downtown Ambassador and 1 part time Downtown Ambassador to clean & maintain downtown public areas and BID provided flowers. • Developed a plan to address the entire district needs and fair distribution of services offered by the BID including a facade grant in the amount of $5,000 approved for Black Rifle Coffee, which will be located on the corner of 2nd Ave. W. and 3rd St. W. • Secured a Department of Commerce grant to hire a contractor to develop historic building standards. New standards were adopted by the City Council in 2021. • Created a digital program for visitors highlighting restaurants, retail and the downtown walking guide through virtual passports. This was accomplished through our work with an outside agency, Bandwango. As we all recognize, the Covid 19 Pandemic continued into 2021. During the year, most businesses went back to normal operations and the Kalispell Downtown Association held some modified events promoting downtown Kalispell. PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com 22 KALISPELL BUSINESS IMPROVEMENT DISTRICT WORK PLAN 2023 The following pie chart and detail demonstrates the proposed expenditures for the fiscal year 2023 work plan. BID BUDGET 2022 - 2023 26% 10% 52% Development Activity • Facade Improvement Program • Development Activity • Cleaning & maintenance • Print advertising • Sponsorship/Events • Insurance Communications • Web Development & Management • Social Media & on line marketing • Conferences/Travel/Memberships • Newsletter Beautification • Flowers • Art Staffing • Executive Coordinator — Contract • Rent/supplies/conferences/mileage City Administrative Fee TOTAL PROPOSED BUDGET ■ Communications ■ Development Activity Beautification ■ Staffing/Office City Admin fee $15,000 $15,000 $45,000 $ 500 $ 3,000 $ 1,000 $79,500 $ 10,000 $ 3,000 $ 1,000 $ 500 $14,500 $ 10,000 $ 5,000 $15,000 $ 38,500 $ 900 $39,400 $ 3,859 $ 3,859 $153,259 PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com 23 KALISPELL BUSINESS IMPROVEMENT DISTRICT Projects for the 2023 fiscal year include: • Hold a property owner meeting to garner feedback and gather suggestions to develop a long range focus & future projects. • Facilitate the Facade Improvement Program and award up to$15,000 in grants throughout the Business Improvement District. • Continue meeting with Montana West Economic Development, Kalispell Chamber of Commerce and the City of Kalispell Planning Department assisting developers with projects within the downtown core. • Further collaboration with the Kalispell Parks to replace additional missing and dead trees within the Business Improvement District. • Work with the Kalispell Downtown Association and other community members to identify and encourage public art downtown. • Support the creation and placement of artistic bike racks. • Increase our social media presence and upgrade our website. • Maintain Executive Coordinator and Downtown Ambassador positions. • Provide 117 hanging flower baskets and 54 corner planters & provide for their maintenance. This year we will be purchasing 8 additional hanging baskets for light poles on the Parkline Trail that are within the BID District. • Launch a public relations and marketing campaign focused on messaging and branding facilitating growth as visioned. • Advertise downtown events through our website. • Create a digital program for visitors highlighting restaurants, retail and the downtown walking guide in coordination with other entities such as the Tourism Business Improvement District. With the announcement that Kalispell is the fastest growing micropolitan city in the United States we look forward to another year of growth in both population and tourism in the Flathead Valley. The Kalispell Business Improvement District anticipates working eagerly with the Kalispell Chamber of Commerce, the Kalispell Downtown Association, and the City of Kalispell to develop and expand the downtown district encouraging intentional development of new properties, redevelopment, new businesses, and sustainability of existing businesses. Many thanks for your consideration of the 2023 fiscal year budget. Best regards, Kalispell Business Improvement District Board of Directors Kisa Davison, Chair Jon Fetveit Gabe Mariman Cara Lemire Marshall Noice Pam Mower Catherine Hooper Potter PO Box 1997 Kalispell, MT 59903 (406) 253-6923 www.downtownkalispell.com 24 BUSINESS IMPROVEMENT DISTRICT #2 FUND: 2701-490-4703 3 0 PROJECTED REVENUE AND FUND SUMMARY BEGINNING CASH 10100 CASH: Operating Total Cash REVENUES 311100 Levy (includes $26,500 from flat fee) 311200 Penalty and interest 335230 Class 8 PP reimb. 334015 Grant 363010 Assessments 343014 Charges for services - garbage/parking 365000 Reimursements / Contributions 371010 Interest Total Revenue TOTAL AVAILABLE EXPENSES Total ENDING CASH CASH: Operating estimated proposed ACTUAL BUDGET ACTUAL BUDGET FY20/21 FY21/22 FY21/22 FY22/23 $70,988 $63,989 $63,989 $63,624 $70,988 $63,989 $63,989 $63,624 $46,920 $50,000 $47,000 $47,000 $456 $450 $450 $450 $852 $850 $850 $850 $7,500 $7,500 $7,500 $0 $59,616 $60,000 $60,000 $60,000 $4,880 $4,880 $4,880 $5,980 $554 $0 $0 $0 $389 $450 $350 $400 $121,167 $124,130 $121,030 $114,680 $192,155 $188,119 $185,019 $178,304 $128,166 $166,259 $121,395 $153,259 $63,989 $21,860 $63,624 $25,045 PROGRAM DESCRIPTION Downtown Business Improvement District was created April 3, 2017 by Resolution 5801 25 BUSINESS IMPROVEMENT DISTRICT #2 FUND: 2701-490-470330 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 359 Web Site Development/Maintenance 337 Social Media and On-line Marketing DEVELOPMENT ACTIVITY: 780 Development Activity 790 Fagade Improvement Program - carryover $10,000 335 Print Advertising 391 Sponsorship/Events 510 Insurance TOURISM: 323 Printing - mobile app BEAUTIFICATION: 228 Art 229 Flowers / Trees 522 Administrative Transfer Total Budget proposed ACTUAL ACTUAL BUDGET BUDGET FY19/20 FY20/21 FY21/22 FY22/23 $90 $150 $300 $300 $34,847 $35,706 $38,500 $39,000 $31,338 $34,677 $35,000 $45,000 $0 $75 $1,000 $1,000 $600 $600 $600 $600 $132 $0 $500 $500 $270 $1,225 $2,000 $10,000 $3,010 $2,652 $3,000 $3,000 $4,269 $31,638 $40,000 $15,000 $16,754 $8,147 $15,000 $15,000 $0 $0 $500 $500 $5,570 $0 $5,000 $3,000 $823 $909 $1,000 $1,000 $0 $400 $5,000 $0 $0 $0 $5,000 $5,000 $10,014 $8,128 $10,000 $10,500 $3,704 $3,859 $3,859 $3,859 $111,421 $128,166 $166,259 $153,259 26