03-13-17 and 03-21-17 Work Session Agenda and MaterialsClerk's Office
201 1st Avenue East
PO Box 1997
Kalispell, MT 59903
Phone: (406) 758-7756
cityclerk@kalispell.com
www.kalisnell.com
MEMORANDUM
REPORT TO: Doug Russell, City Manager
PIZ-
FROM: Aimee Brunckhorst, CMC, City Clerk & Communications Manager
MEETING DATE: March 13, 2017 Work Session
RE: Discussion regarding Resolution to reestablish the Kalispell Downtown
Business Improvement District (KBID) with Expanded Boundaries
BACKGROUND: The Kalispell Downtown Business Improvement District is expiring
pursuant to state statute. The KBID was established to promote the success of downtown
Kalispell and is funded and directed by the property owners of downtown Kalispell. These efforts
include beautification, downtown events, marketing, social media, facade improvements and
working with the City of Kalispell and other organizations to represent property owners.
To establish a district per Montana Code Annotated (MCA) 7-12-1111, property owners of at
least 60% of the land area within the proposed boundaries must petition the City for the creation
of the district. Since business owners representing 62.84% of the land area within the proposed
district submitted petitions to establish the business improvement district with the expanded
boundaries, Council passed Resolution 5793 on December 19, 2016 per MCA 7-12-1112.
Resolution 5793 stated Council intention to consider the establishment of the district, called for
the public hearing to be held January 17, 2017, and caused notice of the hearing to be published
and mailed to all business property owners in the proposed district. Business property owners
were notified that they may file a protest with the City against the formation of the district and
that the protest must be received within 15 days of the first publication and mailing. Per MCA 7-
12-1114, if the total protests filed amounted to any of the following percentages the Council could
take no further action upon the proposed district for one year.
(a) more than 50% of the total taxable valuation of property within proposed district; or
(b) more than 50% of the property owners in the proposed district; or
(c) more than 50% of the total projected assessments for property within the proposed
district.
Aggregating the protests received resulted in the following percentages:
(a) 12.87% of the total taxable valuation of property within the proposed district;
(b) 10.67% of the property owners in the proposed district;
(c) 12.27% of the total projected assessments for property within the proposed district.
Staff considered all protests received in the above calculations, even those protests not received
until after the official protest close date per state code. The sum of all protests received did not
reach the 50% protest threshold. Therefore during the February 6, 2017 City Council meeting,
staff placed consideration of a Resolution before Council to establish the Kalispell Downtown
Business Improvement District with the boundaries set forth in the petitions and included in the
Resolution of Intention 5793.
An approved motion and vote during the agenda approval process of the February 6, 2017
meeting removed this item from the agenda and placed it on a subsequent work session. During
the February 27, 2017 work session, Council requested that staff gather specific additional
information about the District and directed staff to hold another work session to discuss answers
to questions posed. Information attached to this memorandum is provided to answer Council
questions.
RECOMMENDATION: Discuss the establishment of a Downtown Business Improvement
District pursuant to the terms of Title 7, Chapter 12, Part 11 of Montana Code Annotated.
ATTACHMENTS: Memorandum from City Attorney Charles Harball
Memorandum and Attachments from Finance Director Rick Wills
Correspondence from the KBID
Letter from KBID Board of Directors
Letter from KBID Board member Jon Fetveit
Downtown Plan Vision and Values
KBID Proposed Budget FY 17/18
Levy Assessment per year
Facade Grant Totals
Facade Improvement Program 2017
Prior attachments can be found in the February 27, 2017 work session packet linked here.
City of Kalispell
Charles A. Harball Office of City Attorney
City Attorney 201 First Avenue East
P.O. Box 1997
Kalispell, MT 59903-1997
MEMORANDUM
TO: Doug Russell, City Manager
FROM: Charles Harball, City Attorney
Tel 406.758.7709
Fax 406.758.7771
charball@kalispell.com
SUBJECT: Analysis of Montana Law as it Applies to Business
Improvement Districts
MEETING DATE: March 13, 2017 — Council Workshop
BACKGROUND: As the City Council is considering the creation of a downtown
business improvement district [BID] to replace the BID that is expiring, it has made
inquiries to city staff to clarify a number of issues so that the Council can make an
informed decision. I have attached to this memorandum an analysis worksheet based
upon the relevant Montana statutes to respond to most of these questions.
The only question that Montana law does not clearly address is the question of the
timing of approval of a BID and what deadlines may be applicable to the assessment and
funding stream. The reason for this is that more than one government entity is involved
in the process and each entity has its own time constraints to complete its tasks. For the
purposes of the actions by the City Council, its final decision of levy and assessment need
only be made and sent on to Flathead County, as with all of its other levies and
assessments, when the final valuations are available from the State Department of
Revenue [DOR] and the final budget is approved. This occurs generally sometime in
August of each year. The DOR and Flathead County, each have their own time
constraints and understandings of when these items must reach their desks for
appropriate action. Thus far, my inquiries to the DOR and to Flathead County have
received somewhat mixed responses, but generally indicate that the work of the DOR
and the County have already been accomplished in this matter.
As indicated in the February 27th workshop, the last funding that the existing BID will
receive will come from the revenues received in the scheduled May 2017 tax payments.
That revenue, and any funds remaining in the BID account will be used to accomplish
any remaining tasks on the work plan that was submitted and approved in the last
budget. In the event that the Council creates a new BID and issues a levy and
assessment for that in the 2017-2018 budget, the new BID would presumably receive its
first funding from the revenues of the November 2017 tax collections, if, in fact, the
application is timely for the purposes of the DOR and the County.
AResolution Creating Or Expanding District
7-12-1115. Resolution creating or expanding district. 1 When no protests have been
delivered to the governing body within 15 days after the date of the first publication of the notice of
the passing of the resolution of intention), 2 when a protest shall have been found by the governing
body to be insufficient or has been overruled, or 3 when a protest against the extent of the proposed
district or proposed expansion of a district has been heard and denied,4 the governing body has
jurisdiction to order the creation or expansion of the district) and 5 shall pass a resolution creating or
expanding the district in accordance with the resolution of intention.
I have provided an interpretation of MCA 7-12-1115 in the sidebar, which I believe is consistent
with the holding in BudKal v. Kalispell, which concludes that the Council has the authority (the
discretion) to create or not create the district, but if it does create (or expand) a district, the
district created must be consistent with the extent of the district (boundaries) described within the
Notice of Resolution that it issues.
Given the facts before the governing body at this time, it has the following choices:
If the Council determines that there is insufficient evidence to show that the proposed
district "serves the public interest by promoting the health, safety, prosperity, security
and general welfare of the inhabitants of the district and of the people of the state" and
would be of "special benefit to the property within the boundaries of the district" and is
an "aid in promotion and marketing within the district," MCA 7-12-1102 it may decline
to create the district.
If the Council determines that there is sufficient evidence to make the necessary findings
of fact for the purposes set forth above, it may then make the fmding that the protests
filed were insufficient to meet the thresholds set forth in MCA 7-12-1114, based upon the
protests actually filed within the 15-day protest period. It may then go forward with a
resolution creating the Business Improvement District to the extent of the proposed
district (with the boundaries) that was described in the Resolution of Intent previously
passed and approved by Council.
If the Council determines that there is sufficient evidence to make the necessary fmdings
of fact for the purposes set forth above, but fmds that the extent of the proposed district
(the proposed boundaries described in the Resolution of Intent) brings about discrete
disproportionate cost to benefit results between certain areas within the proposed district,
it may consider the following choices:
Comment [CHI]: I.The first scenario
presented is the situation in which the
Council has received no protests as
evidence against the establishment of the
BID
Comment [CH2]: 2.The second scenario
is when protests have been received but do
not reach the 50%threshold either because
the totality of the protest is insufficient or
because some protests received were
overruled as invalid making the total
insufficient
Comment [CH3]: 3.The third scenario is
when the extent (the proposed boundaries)
of the proposed district is protested and the
council has considered this protest and
denied it.
Comment [CH4]: 4.This is a statement
that if any of the three scenarios described
above exist, the governing body has the
legal authority to order the creation or
expansion of the district — it doesn't say
that it must create the district.
Comment [CHS]: S.This is a statement
that if the governing body does determine
to create the district, it must do so in
accordance with the boundaries legally
described in the resolution of intent that
was noticed and publicly commented upon.
a. It may pass a resolution declining to create the district based upon the fmding that
there would be inherent and incurable inequities to the properties to be assessed in
the proposed district.
b. It may delineate a smaller extent of the district within the proposed boundaries in
order to make the district more homogenous and issue a new Resolution of Intent
describing the new smaller boundaries and allowing for a new protest and
comment period prior to considering a resolution to create a district.
c. It may pass a resolution to create the district as proposed and then create a tiered
assessment schedule that addresses the cost to benefit inequities that may be
found to exist.
Annual Budget And Work Plan -- Approval --
Procedure -- Tax
7-12-1132. Annual budget and work plan -- approval -- procedure -- tax. (1) At a time
determined by the governing body, the board shall submit to the governing body for approval a work
plan and budget for the ensuing fiscal year.
(2) A board created for the purpose of 7-12-1102(4) in a municipality or county where a
nonprofit convention and visitors bureau, as defined in 15-65-101, is operating shall consult with the
nonprofit convention and visitors bureau in developing a work plan and budget for the ensuing fiscal
year.
(3) Following public notice that a work plan and budget have been submitted and that the
governing body will levy an assessment to defray the cost of the work plan and budget, the
governing body shall hold a public hearing on objections to the work plan and budget. After the
hearing, the governing body may modify the work plan and budget as it considers necessary and
appropriate.
(4) After approval of the work plan and budget and to defray the cost of the work plan and
budget for the next fiscal year, the governing body shall by resolution levy an assessment upon all of
the property in the district using as a basis one of the methods prescribed in 7-12-1133.
(5) A copy of the resolution must be delivered to the treasurer of the local government to be
placed on the tax roll and collected in the same manner as other taxes.
The City Council has used a process in which it considers the work plan and budget of the BID
within the same process of its consideration of the general city budget and this has served to
meet all of the legal due process requirements of the law. The BID never recommended to the
City that it should consider any different assessment model than the one first approved upon the
creation of the district and, to my knowledge, never requested an increase or decrease to the levy
12
Comment [CH6]: The proponents of the
district distributed petitions to the property
owners that included an example assessment
model and assessment projections for each
property for the purpose of showing what the
tax burden might be if the governing body
chose that assessment model and levy. The
governing body, however, has complete
discretion over the model and levy that it will
impose, as it deems equitable and in the best
interests of the City.
Comment [CH7]: The determination of the
assessment model and levy comes after the
action by the governing body to approve the
work plan and budget in the process.
Comment [CH8]: As with the other levies
imposed by the governing body, the
assessment resolution for the district is
delivered to the County Treasurer.
amounts, but rather crafted the work plan around what the revenues would support. Therefore,
there was limited discussion by the Council about the alternatives.
However, based upon MCA 7-12-1132, the Council may determine to segregate the BID process
from the other budgeting processes, or may determine to designate more time and consideration
to the assessment process, remaining mindful to the timing necessary to place the levy on the tax
rolls.
Nor is the Council apparently restricted by the statute from changing the levy from year to year
to meet the budget revenues required to accomplish the work plan submitted by the BID and
approved by the Council.
Assessment Of Costs -- Area, Lot, Taxable
Valuation, Square Footage, And Flat -Fee Options --
Provisions For Property Classifications
7-12-1133. Assessment of costs -- area, lot, taxable valuation, square footage, and flat -
fee options -- provisions for property classifications. (1) At the same time that the board submits
the annual budget and work plan to the governing body as provided in 7-12-1132, the board shall
also recommend to the governing body a method of levying an assessment on the property within
the district that will best ensure that the assessment on each lot or parcel is equitable in proportion to
the benefits to be received.
(2) The governing body shall 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. In determining the method of assessment to be used, the
governing body shall consider the recommendations of the board. �he governing board shall levy
the assessment using one of the following methods:
(a) each lot or parcel of land within the district may be assessed for that part of the whole cost
that its area bears to the area of the entire district, exclusive of streets, avenues, alleys, and public
places-,
(b) if the governing body determines that the benefits derived by each lot or parcel are
substantially equivalent, the cost may be ,assessed equally to each lot or parcel located within the
district without regard to the area of the lot or parcel; /
(c) if the governing body determines that benefits derived by each lot or parcel are proportional, /
the governing body may use standard criteria), such as individual occupancy or daily use, and make
the assessment on a flat -fee basis based on the criteria;
(d) each lot or parcel of land, including the improvements on the lot or parcel, may be assessed
for that part of the whole cost of the district that its taxable valuation) bears to the total taxable
valuation of the property of the district;
13
Comment [CH9]: The governing body is
limited to the assessment models listed here,
individually, or a combination of these
models.
Comment [CH10]: This is the square
footage of a property divided by the total
square footage of the district, multiplied by
the levy. To be used if it is assumed that each
property benefits based upon its relative size.
Comment [CH11]: Each lot is therefore 1
divided by the total number of lots, multiplied
by the levy. To be used if it is assumed that
each lot benefits the same as every other lot.
Comment [CH12]: Each lot is proportioned
based upon a standard criterion (a criterion
that is common to all properties in the district,
occupancy for instance). Whatever proportion
designation is given to that property is divided
by the total criteria of the district, multiplied
by the levy.
Comment [CH13]: The taxable valuation of
each lot is divided by the total taxable
valuation of the district, multiplied by the levy.
To be used if it is assumed that the property
benefits based upon its value.
(e) ,each building may be assessed for that part of the whole cost of the district that the
occupied or income -producing area of the building above the first floor bears to the area of the entire
district:
Comment [CH14]: Portions of an entire
property may be discounted (buildings above
the first floor) if those areas are unoccupied
and not income producing.
(f) if the governing body determines that benefits derived by each lot or parcel are
disproportional, the governing body may use classification criteria, such as location within the
district, economic impact, or any other measurable criteria, in conjunction with methods of assessing
fees outlined in this subsection (2). Each classification must have its own rate. There may not be
more than six classifications upon which a charge is imposed.
(g) by using any �ombin
(2)(fl.
of the assessment options provided in subsections
(3) If a district is expanded, the land within the expanded area or property with a similar purpose
in the district must be assessed as provided for in subsection (2) for the duration of the district.
Throughout the history of the Kalispell BID, the City Council has approved an assessment
method that is a combination of taxable value and parcel size which is a common methodology
for the existing BIDS in the state. The levy has been consistently set at (Taxable Value * .0375) +
(Area *.015). For instance, at this levy under this assessment model, a typical Main Street
property with a taxable value of $6,022 and an area of 3,500 square feet pays an annual BID
assessment of $277.53. The rationale for this methodology has been that this blend of parcel size
and taxable value that is weighted toward the value of the property, provides a reasonable
equitable representation of benefits received from the assessment paid. The Council, however,
has the statutory discretion to consider any of the methods, or blend of methods, set forth
in MCA 7-12-1133.
The City Council also has the option, under subparagraph (2)(f) of the statute to establish
assessment tiers within the district if it is possible to distinguish degrees of benefits received by
properties paying the assessments. For instance, if it is possible to determine, based upon
evidence that has been provided to the Council, that the properties more than two blocks off of
Main Street receive some percentage less benefit from the assessment paid than those properties
within two blocks of Main Street, a lesser levy may be applied to those receiving the lesser
benefit.
Board Of Trustees -- Appointment -- Number --
Term Of Office
7-12-1121. Board of trustees -- appointment -- number -- term of office. (1) When the
governing body of a local government adopts an ordinance creating a business improvement district
the appointing authority, with the approval of the governing body, shall appoint not less than five or
more than seven owners of property within the district or their assignees to compose the board of
trustees of the district. The director for a business improvement district created for the purpose of 7-
12-1102(4) must be the executive director of a nonprofit convention and visitors bureau, as defined
in 15-65-101, if a nonprofit convention and visitors bureau is operating within the governing body's
jurisdiction.
15
Comment [CH15]: In addition to the other
methods of assessment, the governing body
may classify property based upon a
measurable criterion (such as location or
economic impact) to discriminate in the
application of assessment methodologies or
levies based upon the benefits received by
properties.
Comment [CH16]: The governing body may
further use any combination of
methodologies.
Comment [CH17]: Although there currently
exists a BID for downtown Kalispell, it is
expiring. Strictly speaking, a positive action on
these petitions is not renewing the district but
rather is creating a new district. Therefore,
the newly established district (now the
appointing authority) must submit 5 to 7
names on a slate to the Council for approval.
(2) The number of members of the board, once established, may be changed within these limits
from time to time by subsequent resolutions of the governing body of the local government. A
resolution to reduce board membership may not require resignation of any member prior to
completion of the member's appointed term.
(3) Three of the members who are first appointed must be designated to serve for terms of 1, 2,
and 3 years, respectively, from the date of their appointments, and two must be designated to serve
for terms of 4 years from the date of their appointments. For a seven -member commission, there
must be two additional appointments for terms of 2 years and 3 years, respectively. Comment [CH18]: This requirement
(4) After initial appointment, members must be appointed for a term of office of 4 years, except ensures that the terms are staggered so that
there will be opportunities for a new member
that a vacancy occurring during a term must be filled for the unexpired term. A member holds office on the board every year.
until a successor has been appointed and qualified.
Pursuant to MCA 7-12-1121, the newly established BID must have a new board appointed and
approved to serve the BID. There is no requirement that the members be different than the
members currently serving on the board for the existing BID. The staggered terms will have to
be reestablished pursuant to the above cited statute.
Further, because the BID is new creation, as is its Board, it should enter into new contracts for its
endeavors and should not rely upon the current contracts under the existing BID.
Organization Of Board Of Trustees -- No
Compensation
7-12-1122. Organization of board of trustees -- no compensation. (1) The appointing
authority shall designate which member of the board is to be the first presiding officer. When the
office of presiding officer of the board becomes vacant, the board shall elect a presiding officer from
among its members. The term of office as presiding officer of the board, unless otherwise prescribed
by the governing body, must be for 1 calendar year or for that portion of a year remaining after each
presiding officer is designated or elected.
(2) (Members may not receive compensation.
"Compensation" is understood to be payment in exchange for time and efforts given to work of
the entity that employs the person seeking the compensation. Although there may not be a
formal employer/employee relationship involved, the relationship must not lead to "favors"
given for the work otherwise voluntarily provided. In this case, the BID must show that board
members who received grants made available through the BID received no greater consideration
or favor than any other eligible person. In this case the availability of the grants were well
publicized and there were never more applicants than awards given.
16
Comment [CH19]: This is an unambiguous
statement of the law, although some may
wish to parse the word "compensation' and
what it may mean.
Independent Contractor Certification
39-71-417. Independent contractor certificationl. (1) (a) (i) Except as provided in subsection
(1)(a)(ii), a person who regularly and customarily performs services at a location other than the
person's own fixed business location shall apply to the department for an independent contractor
exemption certificate unless the person has elected to be bound personally and individually by the
provisions of compensation plan No. 1, 2, or 3.
(ii) An officer or manager who is exempt under 39-71-401(2)(r)(iii) or (2)(r)(iv) may apply, but is
not required to apply, to the department for an independent contractor exemption certificate.
(b) A person who meets the requirements of this section and receives an independent
contractor exemption certificate is not required to obtain a personal workers' compensation
insurance policy.
(c) For the purposes of this section, "person" means:
(i) a sole proprietor;
(ii) a working member of a partnership;
(iii) a working member of a limited liability partnership;
(iv) a working member of a member -managed limited liability company; or
(v) a manager of a manager -managed limited liability company that is engaged in the work of
the construction industry as defined in 39-71-116.
(2) The department shall adopt rules relating to an original application for or renewal of an
independent contractor exemption certificate. The department shall adopt by rule the amount of the
fee for an application or certificate renewal. The application or renewal must be accompanied by the
fee.
(3) The department shall deposit the application or renewal fee in an account in the state
special revenue fund to pay the costs of administering the program.
(4) (a) To obtain an independent contractor exemption certificate, the applicant shall swear to
and acknowledge the following:
(i) that the applicant has been and will continue to be free from control or direction over the
performance of the person's own services, both under contract and in fact; and
(ii) that the applicant is engaged in an independently established trade, occupation, profession,
or business and will provide sufficient documentation of that fact to the department.
(b) For the purposes of subsection (4)(a)(i), an endorsement required for licensure, as provided
in 37-47-303, does not imply or constitute control.
(5) (a) An applicant for an independent contractor exemption certificate shall submit an
application under oath on a form prescribed by the department and containing the following:
(i) the applicant's name and address;
(ii) the applicant's social security number;
(iii) each occupation for which the applicant is seeking independent contractor certification; and
(iv) other documentation as provided by department rule to assist in determining if the applicant
has an independently established business.
17
Comment [CH2O]: This statute was enacted
to codify the interpretation of the state
Supreme Court on what does and what does
not qualify as independent contractor status
for purposes of the worker's compensation
insurance requirement. This statute is
designed to streamline the process and allow
a contractor to submit his information to the
State Department of Licensing and Industry
and receive a certificate approving his status
as an independent contractor thereby
relieving the entity contracting with him from
making its own inquiry.
(b) The department shall adopt a retention schedule that maintains copies of documents
submitted in support of an initial application or renewal application for an independent contractor
exemption certificate for a minimum of 3 years after an application has been received by the
department. The department shall, to the extent feasible, produce renewal applications that reduce
the burden on renewal applicants to supply information that has been previously provided to the
department as part of the application process.
(c) An applicant who applies on or after July 1, 2011, to renew an independent contractor
exemption certificate is not required to submit documents that have been previously submitted to the
department if:
(i) the applicant certifies under oath that the previously submitted documents are still valid and
current; and
(ii) the department, if it considers it necessary, independently verifies a specific document or
decides that a document has not expired pursuant to the document's own terms and is therefore still
valid and current.
(6) The department shall issue an independent contractor exemption certificate to an applicant
if the department determines that an applicant meets the requirements of this section.
(7) (a) When the department approves an application for an independent contractor exemption
certificate and the person is working under the independent contractor exemption certificate, the
person's status is conclusively presumed to be that of an independent contractor.
(b) A person working under an approved independent contractor exemption certificate has
waived all rights and benefits under the Workers' Compensation Act and is precluded from obtaining
benefits unless the person has elected to be bound personally and individually by the provisions of
compensation plan No. 1, 2, or 3.
(c) For the purposes of the Workers' Compensation Act, a person is working under an
independent contractor exemption certificate if:
(i) the person is performing work in the trade, business, occupation, or profession listed on the
person's independent contractor exemption certificate; and
(ii) the hiring agent and the person holding the independent contractor exemption certificate do
not have a written or an oral agreement that the independent contractor exemption certificate
holder's status with respect to that hiring agent is that of an employee.
(8) Once issued, an independent contractor exemption certificate remains in effect for 2 years
unless:
(a) suspended or revoked pursuant to 39-71-418; or
(b) canceled by the independent contractor.
(9) If the department's independent contractor central unit denies an application for an
independent contractor exemption certificate, the applicant may contest that decision as provided in
39-71-415(2 ).
The question was asked whether or not the "ambassador" retained by the BID to provide
maintenance duties in the district is an "employee" or an "independent contractor". The gist of
the question was to inquire whether or not the issue of coverage under worker's compensation
z
insurance has been adequately addressed. The BID responded that the ambassador has a current
and valid certificate from the state showing him to have all of the requisites, including insurance,
of an independent contractor, which relieves the BID from acquiring worker's compensation
insurance for him.
R
City of Kalispell
Post Office Box 1997 - Kalispell, Montana 59903-1997
Telephone (406) 758-7000 Fax - (406) 758-7758
MONTANA
REPORT TO: Doug Russell, City Manager
FROM: Rick Wills, Finance Director
SUBJECT: Business Improvement District Financial Details
MEETING DATE: March 13, 2017 — Work Session
BACKGROUND: As the City Council is considering the creation of a downtown business
improvement district [BID] to replace the BID that is expiring, it has made inquiries to city staff
to clarify a number of issues so that the Council can make an informed decision.
Most of the questions posed regarding finances can be answered in the attached BID budget line
item break downs. Please note that the time frames on the various pdf attachments may vary.
These dates coincide with the use of the particular line item for expenditures by the BID. Also,
with a few exceptions, the City of Kalispell retains claims (expenditure/expense) records for five
complete fiscal years. At this point, any expenditure/expense research prior to July 1, 2011
(FY12), is limited to the information recorded in the City's electronic financial records.
The total credit card interest and late fees paid by the BID from the beginning of fiscal year 2012
to the present is $117.64. There is a $5,000 credit limit on the credit card that is only used by the
BID. A City providing accounting services to a component unit is not unique to the City of
Kalispell. The City of Great Falls provides the same services, in the same manner, for their BID.
ATTACHMENTS: BID Contract Services 349
BID Contract Services 350
BID Contract Services 351
BID Contract Services 352
BID Contract Services 353
BID Contract Services 354
BID Contract Services 357
BID Visa Details
Other Carbonari Associates
Line Item Name
Invoice Description
From: 07.01.2011 To: 06.30.2017
Amount
2700-490-470330-349 MILEAGE/SUPPLIES/CONFERENCES/RENT
DnS Technologies
0
Inv:7534
810 work done on comptrs june
Inv:7534
151 work done on comptrs june
Inv:7567
200 install dell desktop
GLACIER COUNTRY REG TOURISM COMM
0
Inv:13218
190 Glacier Country Partner Dues
GREAT FALLS BID
0
Inv:092712
85 registration for conference
INSTY-PRINTS
0
Inv:217360
13.9 COLOR COPIES
Inv:219120
19.95 WHITE SPECIAL
Kalispell Chamber Of Commerce
0
Inv:6396
330 bronze membership: carbonari
MWED
0
Inv:L15037
20 FLATHEAD FORECAST MEMBER
VISA VALLEY BANK
0
Staples
62.99 hp ink
AVG
84.99 security software
Staples
45.55 misc office supplies
Smiths
28.98 misc other supplies
Office Max
30.98 hp ink
Helena Best Western
136.89 travel
USPS
88.1 postage
Office Max
128.31 misc. office supplies
Facebook
30 social media
UM BBER
80 OUTLOOK SEMINAR REGISTRATION
Staples
179.97 HP INK/PAPER
UM BBER
85 OUTLOOK SEMINAR REGISTRATION
Office Max
78.99 hp ink
MT Governors Conference
140 registration for conference
Dropbox
99 RENEW DROP BOX
Office Max
129.98 PRINTER INK
Dropbox
99 RENEW DROP BOX
Jorgensons Inn Helena
179.62 Travel
Office Max
34.93 misc. office supplies
Staples
9.98 office supplies
Staples
72.27 office supplies
Office Max
68.94 paper, binders, etc.
Office Max
55.97 misc office supplies
USPS
49 postage
Office Max
9.99 office supplies
Smiths
48.95 booth treats
AVG
59.99 pc tuneup software
Staples
97.99 PRINTER
Holiday Inn Bozeman
183.9 travel
Kalispell Chamber Of Commerce
490 banquet table
Kalispell Chamber Of Commerce
560 KALISPELL CHAMBER BANQUET
Quality Inn Great Falls
173.42 travel
AVG
99.99 internet security software
Office Max
83.97 misc. office supplies
Dropbox
99 RENEW DROPBOX
Holiday Inn Billings
258.66 travel
Vendor
Total
1161
190
85
33.85
330
20
6064
Inv:123011
32.81 interest/late fee
MT Governors Conference
140 registration for conference
USPS
49 POSTAGE
8TH ANNUAL ECONOMIC UPDATE
25 registration for conference
Office Max
46.98 hp ink, misc office
USPS
92 postage
Office Max
167.09 misc. office supplies
J2
10.62 misc. office supplies
Lowes
139 HANDTRUCK
Office Max
86.96 PRINTER INK, misc office
Office Max
83.59 misc supplies
Howard Johnsons Helena
152.64 travel
Dropbox
99 renew
UM BBER
87.66 OUTLOOK SEMINAR REGISTRATION
Helena Best Western
160.45 travel
Office Max
74.98 ink, computer cable
AVG
31.9 driver update
MT Governors Conference
160 registration for conference
MT Book & Toy Co.
16 walkable city book
Holiday Inn Helena
233.12 travel
CARBONARI ASSOCIATES, INC
0 15773.74
Inv:010317
185 rent
Inv:010413
185 rent
Inv:030915
185 rent
Inv:040512
125 rent
Inv:052015
379.5 NEW MOBILITY WORKSHOP
Inv:060616
185 rent
Inv:070116
185 rent
Inv:080315
185 rent
Inv:090915
185 rent
Inv:100416
185 rent
Inv:100715
185 rent
Inv:1033
125 rent
Inv:1037
400 mileage reimb/conf reg.
Inv:1038
125 rent
Inv:1040
125 rent
Inv:1045
125 rent
Inv:1047
125 rent
Inv:1050
125 rent
Inv:1053
185 rent
Inv:1055
185 rent
Inv:1058
185 rent
Inv:1060
185 rent
Inv:1062
185 rent
Inv:1066
185 rent
55.48 misc. supplies reimb.
Inv:1070
185 rent
Inv:1073
185 rent
185 rent
Inv:1075
254 travel reimb.
158.34 seminar reg./supplies & postage reimb.
Inv:1077
185 rent
Inv:1084
185 rent
Inv:1086
185 rent
Inv:1088
185 rent
Inv:1091
Inv:1092
Inv:1096
Inv:1098
Inv:110112
Inv:120711
I nv:2000
I nv:2003
I nv:2004
I nv:2008
Inv:2010
I nv:2011
Inv:2013
I nv:2016
I nv:2018
I nv:2021
I nv:2021
Inv:2022
Inv:2023
Inv:2026
Inv:2028
Inv:2028
Inv:2029
I nv:2030
Inv:2035
Inv:2035
Inv:2036
Inv:2038
I nv:2042
I nv:2049
I nv:2051
Inv:2053
Inv:2055-1
Inv:2055-1
Inv:2055-1
Inv:2056
Inv:2060
Inv:2062
Inv:2069
I nv:2070
I nv:2074
Inv:2075
Inv:2078
DOWNTOWN IDEA EXCHANGE
I nv:050113
Inv:111412
INTEGRITY PROPERTY MANAGEMENT
Inv:012517
Inv:102015
Inv:111813
Inv:559283
185 rent
185 rent
185 rent
185 rent
185 rent
331.82 travel reimb.
125 rent
185 rent
185 rent
185 rent
467.89 travel reimb.
185 rent
185 rent
552.16 travel reimb.
79.98 costco reimb.- ink
185 rent
185 rent
185 rent
185 rent
185 rent
263.6 travel reimb.
275.97 reimb. For printer
185 rent
185 rent
185 rent
230 travel reimb.
165 reg business days
185 rent
185 rent
230 travel reimb.
185 rent
185 rent
185 rent
185 rent
185 rent
185 rent
185 rent
165 conference registration
220 travel reimb.
185 rent
185 rent
185 rent
185 rent
185 rent
185 rent
185 rent
185 rent
0
236.5 yr subscription
167.1 downtown promo reporter
0
600 Storage Room Rental Nov -May
600 Storage Room Rental Glacier BI
600 storage room rental 6 mo
45 UNLOCKED ALLYWAY DOOR
403.6
2445
Inv:DEC-MAY2015
600 STORAGE ROOM RENTAL
** Totals ** 2700-490-470330-349
0
26506.19
*** Grand Totals ***
0
26506.19
DnS Technologies
0
1161
GLACIER COUNTRY REG TOURISM COM
0
190
GREAT FALLS BID
0
85
INSTY-PRINTS
0
33.85
Kalispell Chamber Of Commerce
0
330
MWED
0
20
VISA VALLEY BANK
0
6064
CARBONARI ASSOCIATES, INC
0
15773.74
DOWNTOWN IDEA EXCHANGE
0
403.6
INTEGRITY PROPERTY MANAGEMENT
0
2445
*** Grand Totals ***
0
26506.19
Line Item Name
Invoice Description
Vendor
From: 07.01.2009 To: 06.30.2017
Amount
Total
2700-490-470330-350 CONTRACT STAFF - COORDINATOR
INSTY-PRINTS
0
29.95
Inv:187861
29.95 BID -printing
LC STAFFING
0
4791.66
Inv:072310
585.9 BID-P Faessel 6/27 7/11 7/18
Inv:080610
390.6 BID-P Faessel wks end 7/25&8/1
Inv:44988
648.68 kpd-boe, kbid-faessel
Inv:45357
488.25 faessel and boe temp workers
Inv:46359
425.48 1 boe 2 wks, p faessel 3 wks
Inv:46672
476.1 temp employees, faessel/boe
Inv:47149
299.25 temp employee P Faessel
Inv:50107
236.25 d addario and p faessel
Inv:50464
267.76 faessel, braach, daddario,mars
Inv:52136
834.75 daddario, marsh, faessel, flec
Inv:72663
138.64 4/14/13 p faessel
VISA VALLEY BANK
0
778.44
Inv:040111
160 mar statements
Inv:042011
166.78 april charges
Inv:060811
197 may visa charges
Inv:100110
254.66 monthly statement
Valley Wide Classified
0
221.05
Inv:05598695
221.05 BID -new position ad
CARBONARI ASSOCIATES, INC
0
201090.07
Inv:010317
2433.33 CONTRACT
Inv:010413
2333.33 misc duties per contract
Inv:030915
2433.33 CONTRACT MARCH 2O15
Inv:040512
2333.33 misc duties per contract
Inv:060616
2433.33 CONTRACT
Inv:070116
2433.33 Contract July 2016
Inv:080315
2433.33 AUGUST2015
Inv:090915
2433.33 MISC DUTIES PER CONTRACT
Inv:092010
2184.31 duties per contract, milage
Inv:1001
2270.33 BID-misc duties,conf reg,etc
Inv:1003
2130.46 BID-misc duties,mileage,suppli
Inv:100416
2433.33 Contract
Inv:1005
2308.38 BID-misc duties,mileage,suppli
Inv:1007
2115.33 bid -duties per contract,etc
Inv:100715
2433.33 CONTRACT
Inv:1009
2111.33 BID-misc duties per contract
Inv:1011
2197.31 BID-misc duties,mileage,cell
Inv:1014
2114.33 milage, cell phone
Inv:1016
2648.33 misc duties per contract
Inv:1017
2187.81 misc duties per contract/milag
Inv:1018
2176.81 misc duties per contract
Inv:1019
2180.31 misc duties per contract
Inv:1020
2177.31 misc duties per contract
Inv:1021
2186.31 misc duties per contract
Inv:1022
2736.49 misc duties per contract
Inv:1025
2454.66 misc duties per contract
Inv:1026
2516.42 misc duties per contract
Inv:1033
2291.66 misc duties per contract
67.76
cell phone & wireless
125
office rent
Inv:1035
2291.66
misc duties per contract
Inv:1037
2291.66
misc duties per contract
Inv:1038
2291.66
misc duties per contract
Inv:1040
2291.66
misc duties per contract
Inv:1045
2291.66
misc duties per contract
Inv:1047
2291.66
misc dues per contract
Inv:1050
2333.33
misc duties per contract
Inv:1053
2333.33
misc duties per contract
Inv:1055
2333.33
misc dues per contract
Inv:1058
2333.33
misc duties per contract
Inv:1060
2333.33
misc duties per contract
Inv:1062
2333.33
misc duties per contract
Inv:1066
2333.33
misc duties per contract
Inv:1070
2333.33
duties per contrct
Inv:1073
2383.33
misc duties per contract
Inv:1075
2383.33
duties per contract
Inv:1077
2383.33
duties per contract
Inv:1084
2383.33
misc duties per contract
Inv:1086
2383.33
misc. duties
Inv:1088
2383.33
misc. duties
Inv:1091
2383.33
duties per contract
Inv:1092
2383.33
misc. duties
Inv:1096
2383.33
duties per contract
Inv:1098
2383.33
misc duties
Inv:110112
2333.33
misc duties per contract
Inv:120711
2291.66
misc duties per contract
Inv:120814
500
CHRISTMAS BONUS
Inv:120913
500
bonus
18
reimb. Mileage
125
office rent
Inv:13643
2291.66
misc duties per contract
Inv:16B
500
Year End Bonus
Inv:2000
2383.33
duties per contract
Inv:2003
2383.33
duties per contract
Inv:2004
2433.33
duties per contract
Inv:2008
2433.33
duties per contract
Inv:2010
2433.33
duties per contract
Inv:2011
2433.33
duties per contract
Inv:2013
2433.33
duties per contract
Inv:2016
2433.33
DUTIES PER CONTRACT AUG 2014
Inv:2018
2433.33
duties per contract
Inv:2021
2433.33
duties per contract
Inv:2023
2433.33
duties per contract
Inv:2026
2433.33
CONTRACT DECEMBER 2014
Inv:2028
2433.33
CONTRACT JAN
Inv:2030
2433.33
FEB 2015 CONTRACT
Inv:2035
2433.33
MARCH 2O15 CONTRACT
Inv:2036
2433.33
MAY 2015 CONTRACT
Inv:2038
2433.33
JUNE 2015
Inv:2042
2433.33
CONTRACT J U LY 2015
Inv:2049
2433.33
duties per contract
Inv:2051
2433.33 duties per contract
Inv:2053
2433.33 duties per contract
Inv:2055
500 Year End Bonus as per Board
Inv:2055-1
2433.33 Contract Feb 2016
Inv:2056
2433.33 Contract March 2016
Inv:2060
2433.33 April Contract
Inv:2062
2433.33 duties per contract
Inv:2069
2433.33 duties per contract
Inv:2070
2433.33 Contract Sept 2016
Inv:2075
2433.33 duties per contract
Inv:2078
2433.33 duties per contract
Philadelphia Insurance Co
0
6844
Inv:P18864299
6844 annual dues
FBIA
0
150
Inv:051011
150 subscription
** Totals ** 2700-490-470330-350
0
213905.17
*** Grand Totals ***
0
213905.17
INSTY-PRINTS
0
29.95
LC STAFFING
0
4791.66
VISA VALLEY BANK
0
778.44
Valley Wide Classified
0
221.05
CARBONARI ASSOCIATES, INC
0
201090.07
Philadelphia Insurance Co
0
6844
FBIA
0
150
*** Grand Totals ***
0
213905.17
Line Item Name
Invoice Description
Vendor
From: 07.01.2009 To: 06.30.2017
Amount
Total
2700-490-470330-351 CONTRACTSVC/DEVELOPMENT ACTIVITY
Chad Fadely
0
500
Inv:021611
500 winterfest concert
Dakota Fence Company
0
335
Inv:110512
335 bench arms
EAGLE COMMUNICATIONS
0
4300
Inv:232803
480 kda 7270-advertising
Inv:236397
480 advertising for KDA
Inv:265248
885 advertising
Inv:279340
1505 279340, 275919, 276189, ads
Inv:282979
950 advertising
GRIZZLY SECURITY ALARMS INC
0
9000
Inv:102313
9000 design, print, wayfinding proj
Great Bear Builders, Inc
0
210
Inv:1783
210 install flower pot hangers
HANKINSON ELECTRIC INC
0
2835
Inv:190638
2835 INST. 3 SERVICES NEAR SCHOOL
Nico Heitert
0
225
Inv:112911
225 editing, text gen, audio prod
IMAGINATION STATION
0
1500
Inv:101813
1500 facade improv. grant
I NSTY-PRINTS
0
1785.64
Inv:042910
1181.04 multi-postcards,bus cards,etc
Inv:102110
15 per pam copies
Inv:192366
15 bond, collating, folding
Inv:193093
66.75 copies-pam
Inv:194277
75.6 bond
Inv:194802
15 bindery, cutting, folding
Inv:197996
50 copies, folding, mailing
Inv:200228
99.2 color, bind, collate, staple
Inv:223486
7.5 Bond BID Map Renewal
Inv:223497
7.5 Bond - Map
Inv:225811
169.6 20 LB WHT Bond Paper
Inv:226613
68.45 one color one b/w
Inv:65953
15 per pam copies
LC STAFFING
0
708.75
Inv:50825
708.75 faessel, addario, marsh
NW MT Historical Society
0
65
Inv:pcarbonair
65 room rental-hollensteiner-stah
Pacific Steel & Recycling
0
500
Inv:1191663
500 alum channel, alum angle
Signs Now
0
110
Inv:21385
110 signs
SNOWGHOST DESIGN INC
0
380
Inv:5805
380 BID Renewal Flyer
THE TOWNE PRINTER
0
184
Inv:36167
184 Letterheads, Return Envelopes
Thomas Printing Inc
0
435
Inv:20454
435 wooden coin brochure, mail pre
Trippons.com
0
1000
Inv:15
1000 subscription agreement
University Of Montana
0
50
Inv:010611
50 reg:"paying for the recession"
VISA VALLEY BANK
0
3474.99
USPS
65 postage
Inv:042011
153.16 april charges
Murdochs/Cardinal
213.43 gardening supplies and maint.
USPS
257.5 postage
Inv:060811
366.9 may visa charges
USPS
187.5 postage
Inv:063011
1193.38 june charges
USPS
55.6 postage
Graffiti Solutions
147.16 graffiti remover
Inv:110110
208.32 Sept statements
USPS
4.81 postage
Inv:120110
380 nov billing statement
Inv:123010
46.51 monthly statements
Lowes
195.72 xmas lights
Wild Geese Gardens
0
Inv:041814
3330 18 ivory silk plants
FLTHD BEACON
0
Inv:13231
770 victoria days, safety page
CARBONARI ASSOCIATES, INC
0
19.59 reimb. Trash bags
Inv:1037
125 rent
Inv:2074
2433.33 Contract
Northwest Canopy
0
Inv:091810
1560 30x60 canopy
Kalispell BID
0
Inv:011111
500 reimburse for ad daily intrlke
Center for Restorative Justice
0
Inv:021511
88.66 reimburse -tag kit, shadow mix
JULIUS MACKER
0
Inv:090111
1150 tv spot, audio/video;blog post
Don K Subaru
0
Inv:040111
1800 winterfest pealr django
Flowers by Hansen Inc
0
Inv:080987/1
63.9 beatiful bouclet/robin graham
Inv:110513
1800 facade improvement granr
GO LOCAL FLATHEAD
0
Inv:042911
205 full color advertisement
Inv:092110
250 full color ad
Inv:110709
250 BID -ad in "buy local" periodic
William & Jana Goodman
0
Inv:050912
600 6 mo rental storage km bldg
Inv:226
59.97 BID -snow shovels peer court
Shadow Enterprises, LLC
0
Inv:10224
3400 park bench restoration
Inv:10319
3000 park bench restoration
Inv:10468
3000 park bench restoration
Inv:10626
4166.25 park bench restoration
Kalispell Downtown Association
0
Inv:011111
500 reimburse for ad daily interlk
Inv:020711
500 a chocolate affair
Inv:101711
912 reimburse for tv commercials
WESTERN SYSTEMS
0
Inv:10061
1838.1 pelco pole, ple base, brackets
Designworks Graphic Design
0
Inv:042810
558 BID -walking tour brochures
Inv:063010
2061.5 BID -walking tour brochures
3330
770
2577.92
1560
500
88.66
1150
1800
1863.9
Film,,
659.97
13566.25
1912
1838.1
3745
Inv:7686
1125.5 bid -tour brochure,sign artwork
New Castle Electric, Inc
0
1000
Inv:2666
1000 BID -install 100 amp meter main
Bee Broadcasting Radio Network
0
466.05
Inv:112088831
466.05 advertising
Rose Communications, Inc
0
293.55
Inv:112086397
293.55 advertising
JON FETVEIT
0
2866
Inv:022410a
66 reimburse purchase office 2003
Inv:092713
2800 facade improvement grant
Montana Radio Cafe KXZI
0
450
Inv:53618
150 30 mentions per month jan-feb
Inv:53651
150 30 mentions/mo feb-mar
Inv:53690
150 30 mentions mar-apr
KAJ-TV
0
1540
Inv:54823
288 advertising
Inv:594351
50 advertising
Inv:610368
814 610368, 611603, 613501, 616610
Inv:620568
388 advertising
NPAX
0
564
Inv:548622
144 advertising
Inv:611502
280 611502, 616513, advertising
Inv:621543
140 advertising
PLANT LAND
0
190
Inv:012215
190 HANGERS LAMP HANGERS
** Totals ** 2700-490-470330-351
0
71034.78
*** Grand Totals ***
0
71034.78
Chad Fadely
0
500
Dakota Fence Company
0
335
EAGLE COMMUNICATIONS
0
4300
GRIZZLY SECURITY ALARMS INC
0
9000
Great Bear Builders, Inc
0
210
HANKINSON ELECTRIC INC
0
2835
Nico Heitert
0
225
IMAGINATION STATION
0
1500
I NSTY-PRINTS
0
1785.64
LC STAFFING
0
708.75
NW MT Historical Society
0
65
Pacific Steel & Recycling
0
500
Signs Now
0
110
SNOWGHOST DESIGN INC
0
380
THE TOWNE PRINTER
0
184
Thomas Printing Inc
0
435
Trippons.com
0
1000
University Of Montana
0
50
VISA VALLEY BANK
0
3474.99
Wild Geese Gardens
0
3330
FLTHD BEACON
0
770
CARBONARI ASSOCIATES, INC
0
2577.92
Northwest Canopy
0
1560
Kalispell BID
0
500
Center for Restorative Justice
0
88.66
JULIUS MACKER
0
1150
Don K Subaru
0
1800
Flowers by Hansen Inc
0
1863.9
GO LOCAL FLATHEAD
0
705
William & Jana Goodman
0
659.97
Shadow Enterprises, LLC
0
13566.25
Kalispell Downtown Association
0
1912
WESTERN SYSTEMS
0
1838.1
Designworks Graphic Design
0
3745
New Castle Electric, Inc
0
1000
Bee Broadcasting Radio Network
0
466.05
Rose Communications, Inc
0
293.55
JON FETVEIT
0
2866
Montana Radio Cafe KXZI
0
450
KAJ-TV
0
1540
NPAX
0
564
PLANT LAND
0
190
*** Grand Totals ***
0
71034.78
Line Item Name
Invoice Description
Vendor
From: 07.01.2010 To: 06.30.2017
Amount
Total
2700-490-470330-352 WEB SITE DEVELOPMENT AND MGMT
JENNIFER KELLY
0
800
Inv:043014
200 facebook, social media posts
Inv:090112
200 facebook social media posts
Inv:100112
200 facebook social media posts
Inv:100912
200 facebook social media posts
FLTHD BEACON
0
1050
Inv:22138
850 Marketing & Media Retainer Aug
Inv:53391
200 MEDIA RETAINER
406 GRAPHICS LLC
0
12532.8
Inv:100253
225 BID-website development
Inv:100265
123.3 web development monthly update
Inv:100281
352.5 website updates for kal bid
Inv:100292
399.5 calendar updates
Inv:100298
433.5 events calendar, updates
Inv:100305
630 annual hosting/adminjuly-june
Inv:100310
383 template updates, calendars
Inv:100327
333.5 add events, changes to website
Inv:100331
433 updates, directory, events
Inv:100348
204.5 monthly updates, add events
Inv:100358
221.5 web development, event adds
Inv:100374
630 annual hosting/admin fees
Inv:100378
409.5 web development, add events
Inv:100399
331.5 web dev, monthly updates
Inv:100423
415 website updates
Inv:100440
287.5 website updates
Inv:100446
630 annual hosting/admin fees
Inv:100472
537.5 web development, updates
Inv:100485
450 website updates
Inv:100509
637.5 monthly & spec events updates
Inv:100512
630 hosting & admin fees, registra
Inv:100539
300 MONTHLY UPDATES
Inv:100579
512.5 WEBSITE UPDATES
Inv:100585
630 ANNUAL HOSTING FEES
Inv:100642
630 Annual hosting & Admin Fees
Inv:100645
862.5 Monthly Updates 1/16-6/16
Inv:180
900 web development
John Champagne Enterprises
0
300
Inv:011311
300 video capturing
JULIUS MACKER
0
2710
Inv:031411
660 video shoot for KBID
Inv:040111
850 bid blog set up fee
Inv:051111
600 monthly fb, twitter, blog mngm
Inv:060811
600 monthly facebook, twitter, etc
WHIFFS LLC
0
5000
I nv:091013
5000 facade improvement grant
** Totals ** 2700-490-470330-352
0
22392.8
*** Grand Totals ***
0
22392.8
JENNIFER KELLY
0
800
FLTHD BEACON
0
1050
406 GRAPHICS LLC
0
12532.8
John Champagne Enterprises
0
300
JULIUS MACKER
0
2710
WHIPPS LLC
0
5000
*** Grand Totals ***
0
22392.8
Line Item Name
Invoice Description
From: 07.01.2011 To: 06.30.2017
Amount
2700-490-470330-353 OTHER CONTRACT STAFF
LC STAFFING
0
Inv:101713
1166.04 meier, faessel, mielke
Inv:53162
1149.75 d addario, faessel
Inv:54028
519.76 d addario, faessel, wisnewski
Inv:54409
535.5 d addario, wisnewski, faessel
Inv:54878
693.01 da addario, wisnewski, faessel
Inv:55801
842.64 d addario, noss III, faessel
Inv:56674
433.13 hocking, noss III, faessel
Inv:62001
1500.19 j cormer for may services
Inv:62221
707.27 j comer, p faessel
Inv:63146
1368.89 faessel, polansky
Inv:63381
543.81 faessel, polansky-wk end 7/8
Inv:63566
1280.15 bolz, faessel, polansky
Inv:64301
2779.25 faessel, polansky august
Inv:64982
900.79 faessel, polansky
Inv:65414
1247.39 faessel, polansky
Inv:65855
996.29 faessel, polansky
Inv:66311
1591.41 polansky, faessel, hoon
Inv:67233
415.92 p faessel 11/4
Inv:67479
329.27 p faessel 11/11
Inv:67677
164.64 p faessel 11/18
Inv:68180
190.63 pfaessel 12/2/12
Inv:68426
277.28 p faessel 12/9/12
Inv:72905
277.28 p faessel 4/21
Inv:73075
277.28 p faessel 4/28
Inv:74120
1484.2 jacobsen, faessel
Inv:74476
379.2 p faessel 6/2/13
Inv:74694
474 p faessel 6/9/13
Inv:75015
511.92 p faessel 6/16
Inv:75313
568.8 p faessel 6/23
Inv:75549
578.28 p faessel 6/30/13
Inv:75789
530.88 p faessel week of 7/7/13
Inv:76135
568.8 faessel07/14/13
Inv:76376
606.72 faessel07/21/13
Inv:76752
606.72 p faessel 7/28/13
Inv:76938
623.05 p faessel, d tharp 8/4/13
Inv:77311
520.15 p faessel & d tharp 8/11
Inv:77489
578.28 p faessel 8/18
Inv:77819
1848.6 faessel, meier, mielke
Inv:79441
1649.52 p faessel
Inv:80041
549.84 p faessel 10/20
Inv:80207
502.44 f faessel 10/27
Inv:80474
568.8 faessel 11/3
Inv:80731
568.8 faessel 11/10
Inv:81065
549.84 p faessel 11/17
Inv:81505
891.12 p faessell 11/24 & 12/1
Inv:81779
94.8 p faessel 12/8
Inv:83606
170.64 pfaessel 2/2/14
Inv:85416
587.76 maint p faessel 4/20
Inv:85619
549.84 maint p faessel 4/27
Inv:85772
720.48 p faessel 5/4/14
Vendor
Total
56656.46
Inv:86031
587.76
p faessel 5/11/14
Inv:86291
549.84
p faessel 5/18/14
Inv:86431
587.76
p faessel 5/25/14
Inv:86743
2066.64
PAUL FAESSEL WEEKEND 6/1-6/15
Inv:87360
606.72
MAIN WORKER PAUL FAESSEL
Inv:87587
739.44
PAUL FAESSEL 06/29/14
Inv:87901
729.96
PAUL FAESSEL 07/06/14
Inv:88127
758.4
PAUL FAESSEL 07/13/14
Inv:88257
758.4
PAUL FAESSEL 07/20/14
Inv:88478
758.4
07/27/14 PAUL FAESSEL
Inv:88806
906.9
MAINT WORKER 8/3/14
Inv:88943
492.13
MAINT WORKER 08/10//14 DAUGS
Inv:89252
758.4
08/17/14 PAUL FAESSEL
Inv:89479
758.4
082414 PAUL FAESSEL
Inv:89614
758.4
p faessel
Inv:89958
682.56
MAINT WORKER
Inv:90169
769.78
MAINT WORKER
Inv:90384
720.48
MAINT WORKER
Inv:90697
729.96
MAINT WORKER
Inv:90822
606.72
MAINT WORKER 10/05/14
Inv:91037
663.6
MAINT WORKER 10/12/14
Inv:91254
711
MAIN WORKER 10/19/14
Inv:91538
606.72
MAINT WORKER 10/26/14
Inv:91715
511.92
MAINT WORKER 11/2/14
Inv:91935
720.48
MIANT WORKER 11/09/14
Inv:92145
284.4
MAINT WORKER 11/16/14
Inv:92352
265.44
MAINT WORKER 11/23/14
Inv:92531
94.8
11/30/14 MAINT WORKER
13262 VISA VALLEY BANK
0
Master Monograms
110
shirts for downtown maint.
83918 PAUL FAESSEL
0
Inv:010416
250
2015 Bonus per Board of Dir
Inv:031016
320
contract work
Inv:040215
645
BONUS FOR WORK PERFORMED
Inv:040416
256
Contract 032716-040316
Inv:040615
1104
CONTRACT WORK 69 HOURS
Inv:042015
968
60.5 HOURS
Inv:042016
560
Contract Work 4/10-4/17
Inv:050416
952
Contract Work 4/24 - 5/01
Inv:051616
1080
Contract Work for May 2016
Inv:051815
1000
MAY GENERAL HOURS
Inv:060115
1280
GENERAL HOURS JUNE
Inv:060216
1168
Contract work in May
Inv:061516
1184
Contract Work Perform 6/5-6/12
Inv:061715
1280
CONTRACT WORK PERFORMED
Inv:062816
1192
Contract Work 6/19-6/26
Inv:071216
1278.75
Contract Work 7/3/16, 7/10/16
Inv:071515
1280
WORKING HOURS
Inv:072715
1280
GENERAL HOURS
Inv:072816
1320
Contract 7/17/16-7/24/16
Inv:081015
1176
GENERAL HOURS
Inv:081116
1320
Contract Work 7/31/16-8/07/16
Inv:082316
1303.5
Week Ending 8/14/16, 8/21/16
Inv:082515
1280
WORK HOURS
110
C[IIIki �I.7
** Totals **
*** Grand Totals ***
Inv:090616
1295.25
Contract Work 8/28/16-09/04/16
Inv:090915
1184
CONTRACT WORK
Inv:091916
1229.25
9/11/16-9/18/16 Contract Work
Inv:1003
1024
GENERAL WORK 04/17-05/01/15
Inv:100416
1229.25
Contract Work 9/25, 10/2
Inv:1005
1104
GENERALSERVICES
Inv:100715
1144
Contract Work
Inv:101916
1064.25
Contract Work 10/9/16-10/16/16
Inv:102015
1144
Contract Work Performed
Inv:110315
1024
Contract Work Performed
Inv:110316
948.75
Contract Work 10/23-10/30/16
Inv:111716
931.25
Contract Work 11/6-11/13/16
Inv:111915
1040
Contract Work Performed
Inv:112916
313.5
Contract Work 11/14, 11/21
Inv:113015
576
Contract Work
Inv:120616
250
Year End Bonus
Inv:92415
1120
Contract Work Sept 2015
2700-490-470330-353
0
96865.21
0
96865.21
LC STAFFING
0
56656.46
VISA VALLEY BANK
0
110
PAUL FAESSEL
0
40098.75
*** Grand Totals ***
0
96865.21
Line Item Name
Invoice Description
Vendor
From: 07.01.2004 To: 06.30.2017
Amount
Total
2700-490-470330-354 CONCERTS
ANDRE FLOYD
0
1100
Inv:072309
500 BID-Thursday!Fest 7/23/09
Inv:082809
600 BID-Thursday!Fest music 8/25/9
CHS MOUNTAIN WEST CO-OP
0
62.97
Inv:060909
62.97 multi-couplers,fertilizer,etc
Chad Fadely
0
300
Inv:080609
300 BID-Thursday!Fest mus 7/30/09
Petty Cash/Trsr - BID
0
754.35
Inv:061009
263.78 petty cash - BID
Inv:062509
241.83 reimburse purchases
Inv:071209
166.12 reimburse purchases
Inv:082409
82.62 BID -supplies
DAILY INTER LAKE (DISPLAY)
0
1550
Inv:052409
348 multi -ads
Inv:070109
180 multi -ads
Inv:080109
1022 spc st/BID-ads
Law Office of Diane Conradi
0
13233.48
Inv:010508
770.04 litigation -Kal Downtown Bus D
Inv:031708
2529.32 litigation for Kal downtown bi
Inv:041208
30 e-mail to Bill Goodman
Inv:06049
1176.97 Downtown Business Improv Distr
Inv:071408
1236.68 litigation Kal BID
Inv:091608
293.4 litigation involving Kal BID
Inv:100708
384 litigation Kal Downtown BID
Inv:110808
1813.07 litigation-Kal Downtown Bus di
Inv:Retainer
5000 City/BUD-KAL
Flthd County GIS
0
177.75
Inv:74231
177.75 copies & map products
Troy Evans
0
400
Inv:100111
400 storytelling at winterfest
JIM SNELL
0
30
Inv:9714
30 bud-kal vs city of Kalispell
Hammer Hewitt &Jacobs PPLC
0
15506.78
Inv:10167
1650.36 bud-kal vs city of kalispell
Inv:10335
2301.2 bud-kal vs city of kalispell
Inv:10505
105 bid -bud kal vs city of kalispe
Inv:10831
15 bid -bud kal vs city
Inv:11031
2267.36 bid -bud kal vs city of kalispe
Inv:11212
226.3 bud-kal vs city of kalispell
Inv:11520
1680 bud-kal vs city
Inv:11698
4406.28 bud-Kal vs city of Kalispell
Inv:12279
30 bud-kal vs city of kalispell
Inv:12396
75 bid -bud Kal vs city
Inv:12576
30 bud-kal vs city of kalispell
Inv:7636,7637
1150.28 Atty-Prof.Services
Inv:8931
45.5 phone calls -Bud Kal vs city
Inv:9157
404.5 bid-kal vs city of kalispell
Inv:9594
115 bud-kal vs city of Kalispell
Inv:9714
30 atty-bud kal vs city of kalisp
Inv:9859/10040
975 bud-kal vs city of kalispell
INSTY-PRINTS
0
2970.45
Inv:062309
10 airport/BID-copies/poster
Inv:102808
224.02 multi -printing
Inv:183227
2430 BID -printing
Inv:198317
215.98 smoke detector flyer, tickets
Inv:201482
90.45 newsletters, bid concert
KOFI 1180 AM Stereo
0
1572
Inv:063009
250 BID -ads
Inv:080409
762 BID -ads
Inv:090309
560 BID -ads
NORTHWEST PORTABLES LLC
0
910
Inv:083109
90 multi-chem toilet rental
Inv:26628
280 BID-chem toilet rental 7/2 7/9
Inv:26787
180 BID -rental 7/16/09 & 7/23/09
Inv:26925/2702
360 BID-rental7/30,8/6,13,20
VISA VALLEY BANK
0
2093.3
Inv:052110
2093.3 city stmts May 2010
Wild Geese Gardens
0
1022.5
Inv:052809
1022.5 multi-trees,planting,f lowers
FLTHD BEACON
0
2300
Inv:070109
700 BID -ads
Inv:080309
800 BID -ads
Inv:123109
800 hr/BID-ads
406 GRAPHICS LLC
0
3870
Inv:050809
2100 web site development deposit
Inv:100187
1630 BID-website development
Inv:100219
140 BID -Jan 2010 comp updates
Lorie Hafer/Alternative Thymes
0
8500
Inv:1
2000 BID-thursday fest,farmers mrkt
Inv:100509
500 BID -personal expenses
Inv:2
2000 BID-Thursday!Fest contract wrk
Inv:3
2000 BID -independent contract work
Inv:4
2000 BID-Thursday!Fest work
Best Insurance
0
6508.64
Inv:061209
6408.64 insurance policy BID/KDA spcl
Inv:CL2366756
100 BID: add\'I insured:Glacier Ban
KALS FM
0
1197
Inv:073109
741 BID -ads
Inv:083109
456 BID -ads
Junkermier,Clark,Campanella,St
0
443.05
Inv:073109
443.05 BID -fees
KDA
0
3198.66
Inv:121809
3198.66 Thu rsdayFest!booth rental
William & Jana Goodman
0
1395.38
Inv:060309
95.38 reimburse brochure holder purc
Inv:062509
1300 BID -reimburse purchases
Kalispell Downtown Association
0
4128
Inv:041612
600 music for winterfest concerts
Inv:081909
3528 BID -Christmas garland
The MT Concierge
0
150
Inv:011409BID
150 research/compile car bike club
Designworks Graphic Design
0
900
Inv:050609
900 develop logo downtown business
Hanna Bjornson
0
142.5
Inv:062509
142.5 BID -reimburse Thursday!Fest po
Mike McFarland
0
300
Inv:070109
300 BID-Thursday!Fest 7/2/09
Lost and Found
0
200
Inv:070809
200 BID-Thursday!Fest 7/9/09
New Castle Electric, Inc
0
62.47
Inv:2466
62.47 BID -conduit
Melanie Cross
0
244
Inv:041112
122 reimburse banner purchase
Inv:070209
122 BID -reimburse banner purchase
Bitterroot Screen Printers
0
1916.9
Inv:062909
1674.9 BID-ThursdayFest banners
Inv:3528
242 BID-ThursdayFest! securityt\'s
Bee Broadcasting Radio Network
0
265.6
Inv:062609
265.6 BID -ads
Rose Communications, Inc
0
1997.98
Inv:063009
132.8 BID -ads
Inv:073109
398.4 BID -ads
Inv:083109
935.58 BID -ads
Inv:083109a
531.2 BID -ads
Ryan Witt
0
300
Inv:073109
300 BID-ThursdayFest! 7/15/09
La Nota
0
300
Inv:080609
300 BID-ThursdayFest muscian 8/6
Tim Kilpatrick
0
300
Inv:082809
300 BID-ThursdayFest musician
Blue Argon
0
300
Inv:082809
300 BID-ThursdayFest musician
** Totals ** 2700-490-470330-354
0
80603.76
*** Grand Totals ***
0
80603.76
ANDRE FLOYD
0
1100
CHS MOUNTAIN WEST CO-OP
0
62.97
Chad Fadely
0
300
Petty Cash/Trsr - BID
0
754.35
DAILY INTER LAKE (DISPLAY)
0
1550
Law Office of Diane Conradi
0
13233.48
Flthd County GIS
0
177.75
Troy Evans
0
400
JIM SNELL
0
30
Hammer Hewitt & Jacobs PPLC
0
15506.78
INSTY-PRINTS
0
2970.45
KOFI 1180 AM Stereo
0
1572
NORTHWEST PORTABLES LLC
0
910
VISA VALLEY BANK
0
2093.3
Wild Geese Gardens
0
1022.5
FLTHD BEACON
0
2300
406 GRAPHICS LLC
0
3870
Lorie Hafer/Alternative Thymes
0
8500
Best Insurance
0
6508.64
KALS FM
0
1197
Junkermier,Clark,Campanella,St
0
443.05
KDA
0
3198.66
William & Jana Goodman
0
1395.38
Kalispell Downtown Association
0
4128
The MT Concierge
0
150
Designworks Graphic Design
0
900
Hanna Bjornson
0
142.5
Mike McFarland
0
300
Lost and Found
0
200
New Castle Electric, Inc
0
62.47
Melanie Cross
0
244
Bitterroot Screen Printers
0
1916.9
Bee Broadcasting Radio Network
0
265.6
Rose Communications, Inc
0
1997.98
Ryan Witt
0
300
La Nota
0
300
Tim Kilpatrick
0
300
Blue Argon
0
300
*** Grand Totals ***
0
80603.76
Line Item Name
Invoice Description
Vendor
From: 07.01.2010 To: 06.30.2017
Amount
Total
2700-490-470330-357 CONTRACTOR-TWITTER/FACEBOOK
JENNIFER KELLY
0
5600
Inv:013114
200 jan facebook media posts
Inv:022814
200 social media posts
Inv:033013
200 social media posts
Inv:043013
200 facebook social media posts
Inv:053114
200 FACEBOOK SOCIAL MEDIA POSTS
Inv:062714
200 FACEBOOK SOCIAL MEDIA POSTS
Inv:073113
200 facebook media posts
Inv:073114
200 JULY SOCIAL MEDIA POSTS
Inv:083114
200 FACEBOOK SOCIAL MEDIA POSTS
Inv:092814
200 SOCIAL MEDIA POSTS
Inv:09282014
200 SOCIAL MEDIA POSTS
Inv:092913
200 social media posts facebook
Inv:100112
200 facebook social media posts
Inv:100912
200 facebook social media posts
Inv:103113
200 facebook social media posts
Inv:11/27/13
200 facebook social media posts
Inv:112414
200 FACEBOOK MEDIA POSTS
Inv:12/31/2014
200 DECEMBER FACEBOOK
Inv:120112
200 social media posts
Inv:123112
200 facebook, social media posts
Inv:123113
200 media posts
Inv:13113
200 media updates
Inv:22713
200 media updates
Inv:33113
200 facebook, social media posts
Inv:53013
200 media posts for kbid
Inv:JULY
200 media posts
Inv:JUNE
200 facebook, social media posts
Inv:OCTOBER
200 facebook social media posts
VISA VALLEY BANK
0
1498.56
Facebook
113.86 advertising
Facebook
10 social media
Plant Land
1336 hanging plants & baskets
Facebook
38.7 social media
FLTHD BEACON
0
10857.65
Inv:21338
850 Social Media, Marketing Jan 16
Inv:21409
850 Social Media, Marketing Feb 16
Inv:21535
19.49 Facebook - Historic Downtown
Inv:21537
850 Social Media Marketing for Mar
Inv:21585
850 Social Media Marketing for Apr
Inv:21711
850 May 2016 Retainer
Inv:21929
850 Marketing/Social Media June
Inv:22028
850 July Marketing/Media Retainer
Inv:22255
200 Social Media/Marketing Retaine
Inv:22444
200 Social Media Retainer Nov
Inv:22679
200 Social Media Retainer Dec 2016
Inv:22724
200 Social Media Retainer Jan 2017
Inv:22808
308.94 Social Media Retainer, FB Ads
Inv:53874
229.32 FACEBOOK ADVERTISING APRIL
Inv:54179
299.9 SOCIAL MEDIA RETAINER
Inv:57115
650 Social Media - Monthly
Inv:57615
650 Social Media - Monthly
Inv:58306
650 Social Media - Monthly
Inv:58762
650 Social Media Retainer
Inv:59652
650 Social Media Monthly
406 GRAPHICS LLC
0
1175
Inv:100616
1175 Contract Work 5/2015-11/2015
T E Lewis
0
700
Inv:003
300 sponsorship and consulting
Inv:007
400 sponsorship & consulting
JULIUS MACKER
0
8537.5
Inv:010112
600 jan accoutn management
Inv:020212
600 video production, twitter,blog
Inv:03091
650 facebook, twitter management
Inv:041612
600 facebook, twitter, blog posts
Inv:050112
600 kali gets you glacier productn
Inv:062612
250 commercial, modification
Inv:063012
1637.5 facebook/blog/twitter/youtube
Inv:070711
600 monthly facebook, twitter main
Inv:081111
600 monthly facebook, twitter, blo
Inv:090111
600 tv spot, audio/video;blog post
Inv:101311
600 1 yr sponsorship blog spot
Inv:110111
600 nov account maint-fb, twitter
Inv:120111
600 dec account management
Kalispell Downtown Association
0
400
Inv:MARCH2O15
400 SOCIAL MEDIA FLATHEAD BEACON
** Totals ** 2700-490-470330-357
0
28768.71
*** Grand Totals ***
0
28768.71
JENNIFER KELLY
0
5600
VISA VALLEY BANK
0
1498.56
FLTHD BEACON
0
10857.65
406 GRAPHICS LLC
0
1175
T E Lewis
0
700
JULIUS MACKER
0
8537.5
Kalispell Downtown Association
0
400
*** Grand Totals ***
0
28768.71
BID VISA
OFFICE SUPPLIES - PAPER/INK/FOLDERS/PENS/ETC.
misc. 128.31
misc. 34.93
misc. 9.98
misc.
72.27
misc.
9.99
misc.
139.9
misc.
65.14
misc.
10.62
misc.
46.98
misc.
111.95
misc.
10.6
misc.
86.96
misc.
179.97
misc.
68.94
MISC.
28.98
misc.
45.55
misc.
63.95
misc.
129.98
INTERNET SECURITY SOFTWARE 84.99
INTERNET SECURITY SOFTWARE 99.99
COMPUTER DRIVER UPDATE 29.99
PRINTER 97.99
POSTAGE
65
POSTAGE
92
POSTAGE
49
POSTAGE
49
POSTAGE
56.35
POSTAGE
228.98
POSTAGE
187.5
POSTAGE
56
POSTAGE
33
1557.96
816.83
ADVERTISING
FACEBOOK
84.91
FACEBOOK
221
FACEBOOK
13.68
FACEBOOK
30
FACEBOOK
44.37
FACEBOOK
61.3
FACEBOOK
45.63
FACEBOOK
38.7
LETHBRIDGE SHOPPER 954.26
LETHBRIDGE SHOPPER 936.65
GARDENING SUPPLIES/TOOLS
104.97
MISC.
64.14
misc.
252.95
misc.
12.47
MISC.
36.55
misc.
95.02
misc.
168.96
misc.
44.47
misc.
163.96
MISC.
22.98
misc.
114.98
misc.
62.1
SHIRTS FOR DOWNTOWN MAINT. PERSON 110
HAND TRUCK 139
GARDEN CART 119
2430.5
1511.55
PROMOTIONAL SUPPLIES/ITEMS
ADMIT ONE PRODUCTS -TICKETS
230.3
SPLIT ROCK GIFT CERT.
20
TASTE OF KALISPELL BANNER/OTHER
210.44
COINS & CARATS GIFT CERT.
100
DOWNTOWN AMBASSADOR SHIRTS
64.95
WESTERN OUTDOORS GIFT CERT.
25
MT DOWNTOWN CONF. RAFFLE BASKET
91.83
FOLDING TABLES
1119.93
FLOWERS
LAMP POST HANGING BASKETS
3000
PLANT BASKETS
2400
HANGING PLANTS - BASKETS
1336
HANGING PLANTS - BASKETS
3392
THURSDAY FESTT-SHIRTS/OTHER SUPPLIES 438
CLEANING SUPPLIES 120.78
5K RUN AWARDS 507.69
CHAMBER OF COMMERCE
569
CHAMBER OF COMMERCE
750
CHAMBER OF COMMERCE
200
CHAMBER OF COMMERCE
750
1862.45
10128
438
120.78
507.69
2269
TRAVEL/CONFERENCES
QUALITY INN GREAT FALLS
173.42
MT GOVERNORS CONF. REG.
140
JORGENSONS INN & SUITES HELENA
179.62
8TH ANNUAL EC. UPDATE SEMINAR REG.
25
OUTLOOK SEMINAR REG.
80
2014 MT GOVERNORS CONF. REG.
140
HOLIDAY INN BILLINGS
258.66
HOLIDAY INN HELENA
233.12
BEST WESTERN HELENA
144.45
MT GOVERNORS CONF. REG.
160
HOWARD JOHNSON HELENA
152.64
BEST WESTERN HELENA
136.89
CHRISTMAS LIGHTS/DECORATIONS
misc.
159.89
misc.
918.62
misc.
383.68
misc.
119.9
misc.
195.72
misc.
219.67
COMMUNICATION
DROPBOX
99
DROPBOX
99
DROPBOX
99
DROPBOX
99
1823.8
1997.48
396
WAY FINDING SIGNS 2440.25
2440.25
28300.29
Line Item Name Invoice Description
From: 07.01.2009 To: 06.30.2017 Amount
2700-490-470330-345 CELL PHONE
CARBONARI ASSOCIATES, INC 0
Inv:010317
64.77 Contract, Office Rent, Cell
Inv:010413
68.71 misc duties per contract
Inv:030915
64.77 CONTRACT MARCH 2O15
Inv:040512
67.76 misc duties per contract
Inv:060616
64.77 Contract, Office Rent, Phone
Inv:070116
64.77 Contract July 2016 Rent, Phone
Inv:080315
64.77 AUGUST 2015
Inv:090915
64.77 MISC DUTIES PER CONTRACT
Inv:100416
64.77 Contract, Office Rent, Phone
Inv:100715
64.77 Misc Duties, Rent, Cell phone
Inv:1009
70.24 BID-misc duties per contract
Inv:1014
69.98 milage, cell phone
Inv:1016
164.03 misc duties per contract
Inv:1022
69.98 misc duties per contract
Inv:1025
35.13 misc duties per contract
Inv:1033
67.76 misc duties per contract
Inv:1037
67.76 misc duties per contract
Inv:1038
67.76 misc duties per contract
Inv:1040
67.76 misc duties per contract
Inv:1045
67.76 misc duties per contract
Inv:1047
67.76 misc dues per contract
Inv:1050
67.76 misc duties per contract
Inv:1053
67.76 misc duties per contract
Inv:1055
67.76 misc dues per contract
Inv:1058
67.76 misc duties per contract
Inv:1060
67.76 misc duties per contract
Inv:1062
67.76 misc duties per contract
Inv:1066
68.71 misc duties per contract
Inv:1070
68.71 duties per contrct, rent, phon
Inv:1073
68.71 misc duties per contract
Inv:1075
68.71 duties per contract, phone
Inv:1077
68.71 duties per contract, phone
Inv:1084
68.71 misc duties per contract
Inv:1086
68.71 misc. duties/july rent / cell
Inv:1088
68.71 misc. duties; office rent,cell
Inv:1091
68.71 duties per contract, rent
Inv:1092
68.71 misc. duties, rent, phone
Inv:1096
68.71 duties per contract, phone
Inv:1098
68.71 misc duties, rent, phone
Inv:110112
68.71 misc duties per contract
Inv:120711
67.76 misc duties per contract
Inv:13643
67.76 misc duties per contract
Inv:2000
68.71 duties per contract, rent
Inv:2003
68.71 duties per contract, rent
Inv:2004
64.77 misc duties, rent, phone
Inv:2008
64.77 misc duties per contract, rent
Vendor
Total
4856.84
Inv:2010
64.77 duties per contract, travel,
Inv:2011
64.77 duties, rent, phone
Inv:2013
64.77 OFFICE RENT CELL PHONE
Inv:2016
64.77 DUTIES PER CONTRACT AUG 2014
Inv:2018
64.77 OFFICE RENT AUGUST
Inv:2021
64.77 OFFICE RENT AUG, CELL PHONE
Inv:2023
64.77 OFFICE RENT, PHONE
Inv:2026
64.77 CONTRACT DECEMBER 2014
Inv:2028
64.77 CONTRACT JAN
Inv:2030
64.77 FEB 2015 CONTRACT
Inv:2035
64.77 MARCH 2O15 CONTRACT
Inv:2036
64.77 MAY 2015 CONTRACT
Inv:2038
64.77 JUNE 2015
Inv:2042
64.77 CONTRACT JULY 2015
Inv:2049
64.77 Office Rent, Phone, Contract
Inv:2051
64.77 Contract, Office Rent, Phone
Inv:2053
64.77 Contract, Office Rent, Phone
Inv:2055-1
64.77 Contract Feb 2016
Inv:2056
64.77 Contract March 2016
Inv:2060
64.77 April Contract, Phone, Rent
Inv:2062
64.77 Contract, Rent, Phone
Inv:2069
64.77 Contract, Rent, Phone
Inv:2070
64.77 Contract Sept 2016
Inv:2074
64.77 Contract, Rent, Cell Phone
Inv:2075
64.77 Contract, Rent, Phone
Inv:2078
64.77 Contract, Office Rent, Phone
** Totals ** 2700-490-470330-345
0 4856.84
2700-490-470330-355 FACADE IMPROVEMENT PROGRAM
13643 CARBONARI ASSOCIATES, INC
0 40
Inv:1096
40 REIMB. MT WEST EC DEV MEETING
** Totals ** 2700-490-470330-355
0 40
2700-490-470330-364 CLEANING/FLOWERS
CARBONARI ASSOCIATES, INC 0 148.84
Inv:1079 99.99 reimburse purchase -roundup
Inv:2010 39.27 remb. Broom/keys for strorage
Inv:2011 9.58 reimb. Zip ties for flower pots
** Totals ** 2700-490-470330-364 0 148.84
2700-490-470330-365 ADVERTISING/PUBLICATIONS
CARBONARI ASSOCIATES, INC 0 615.75
Inv:1073 40 reimb. For (2) gift certs.
Inv:109 575.75 WOODEN NICKELS
** Totals ** 2700-490-470330-365 0 615.75
Kalispell Business Improvement District
P. O. Box 1997
Kalispell, Mt. 59903
Fit: A Nil (406) 253-6923
DOWNTOWN
MMUSPLLL
Mayor Johnson and City Council members,
We wish to thank you for the opportunity to answer some of your questions from the
work session of February 27. Your Finance Director has reviewed and provided you a
break out listing of KBID expenditures as per your request. The expenditures have been
reviewed and don't appear to need further explanation. If you have any questions on the
information, we are prepared to answer them. We believe that you will find everything in
order.
For your review, we have attached a listing of all FaVade Improvement grants, the year
in which they were authorized and completed, the amount of the grant & private
investment. A new column was added to clearly delineate grants that were
authorized to board members current or past. Once again, when the program was
developed in 2013 letters were sent to the property owners within the district, the
program was added to our downtown website and there was an article in the Daily
Interlake explaining the program. Beginning in 2013 through 2016 the KBID has
awarded 18 Facade Improvement grants totaling a little over $58,000. This has
stimulated owner investment of $146,265 for a total investment of $204,000. The goal of
the program is designed to provide an incentive for private sector improvement of
commercial buildings downtown. Everyone wins with property values being
maintained and increased within the district. The KBID Board awarded 5 grants to
sitting board members however no one who qualified for a grant has been turned down
for a grant other than one property that was turned down because they were out of the
district and another was a request by the Imagination IF Library who was turned down
because they are not a contributing property to the district. Board members are
contributing members of the District and should be entitled to apply for a grant if
funds are available, just like any contributing member of the District. Fagade grant
files for the 18 approved grants are available in the City Manager's office for council
review if you desire.
Additionally, we were asked about bylaws. The Business Improvement District is
created through Montana Code and it is the boards belief that there was no need for
additional "by laws" as MCA covers the organizational structure and work of the KBID.
Finally, we were asked to comment on a vision, future projects, goals and projected
expenses. You should have received an email from Jon Fetveit, Chairman of the KBID
regarding the vision and work plan. In the email Mr. Fetveit stated; "The Board would
like you to know that we have been working with the City of Kalispell Planning
Department to define and document a long term vision for downtown Kalispell. KBID
board members and other downtown property owners have been solicited for feedback
and ideas to be included in this planning document." The latest draft on which we
provided input would be the best source of this information.
A copy of the planning document vision is attached. We believe that a vision for
Downtown is a collective process and must include city leaders, property owners,
business owners and residents. Below please see the current Vision, Mission and
Purpose.
Mission Statement: To promote and foster economic growth and stability within the
Business Improvement District while preserving Downtown Kalispell's rich historic and
cultural identity.
Vision Statement: 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.
Purpose:
To accomplish its vision of creating a vibrant and dynamic business district the KBID
will:
-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 and
institutional mix offering unique products, services and events.
-Coordinate programs designed to promote Kalispell as the preferred place to shop, work,
learn and live.
With regards to the budget, Mr. Fetveit wrote, "we believe that creating and distributing a
long-term detailed budget for the KBID would be inappropriate. A new board will be
responsible for the KBID budget in the coming years and they may significantly change
their work plan over time to be as effective as possible with limited funds. The existing
KBID board has attached a draft budget for 2017/2018 to hand off to the new board. "
He continued in the email to state, "The property owners in the district signed petitions
with the understanding that the KBID will be maintaining most of the same programs and
services provided over the past few years. We have also communicated proposed goals
and direction for the new KBID in several documents that were sent to the property
owners and provided to the council. With the expansion, the KBID assessments would
be increasing from approximately $75,000 this fiscal year to $115,000 next fiscal year.
Funding for new projects and programs must be carefully allocated from year to year as
the dollars available for such programs are not great. We expect the new KBID will
continue to seek and utilize outside grants as available, and work with the City of
Kalispell and other organizations on new projects to find funding to accomplish the
work."
With the proposed new budget for review by a new KBID board for 2017/2018 you will
find an increase in line item 353 which is other contract staff. The increased amount will
allow for an additional part time person to assist a full time person with maintenance of
the district. We believe that the Downtown Ambassador is an important role in the
district and it is our hope that the new board will extend the service to the expanded area
of the district. There is also an increase in line item 352. Our goal would be to develop an
online marketing resource for properties within the district and create the ability on our
web site to track and market downtown vacancies. Line item 364 has also been increased
to allow for additional flowers in some of the new expanded boundaries. Line item 351 is
better titled projects.
FUTURE Projects and Goals that will be proposed to anew KBID board are listed below.
It is our belief that planning and lobbying efforts are extremely important and is reflected
in the list.
• Work with the City of Kalispell to review parking downtown and determine the
feasibility of diagonal parking on side streets to allow for additional parking spots
and/or parking garage or additional lots and discover funding opportunities
• Develop a pedestrian and bike friendly downtown with bike lanes and bike racks
• Pursue grant opportunities for bike racks
• Farade Improvement program continued
• Provide a training for KBID members with regards to on-line marketing and the
use of social media
• Advocate for legislative change with the State alcohol quota system
• Complete the Downtown Plan with city planners and advocate for adoption
• Increase the Downtown Ambassador program to include the enlarged district
• Strongly advocate for the KBID regarding transportation issues
• Develop more effective lines of communication with all property owners in the
district through email and other channels so we can report on activities and collect
feedback and new ideas
• Centralizing and funding efforts to attract new businesses and fill vacancies
• Pursue creative alternatives to allow more entertainment, restaurants and bars to
succeed downtown
• Work with the City of Kalispell and Montana West Economic Development to
study and evaluate the opportunities for the renovation of the Opera House as a
possible event venue
• Continue on -going efforts to support events downtown
• Create a stronger awareness about how the KBID can advocate for downtown
businesses with city hall
It is important to remember that the KBID is a self -directed economic development effort
by and for the property owners of downtown Kalispell. The efforts of the KBID have
been critical to the improvements we've seen in the entire downtown area. Every
property owner in the district benefits when the area thrives economically and socially.
The boundary of the KBID was expanded by the board of directors, to recognize and
include properties that fully represent what constitutes downtown Kalispell. A strong
downtown district benefits everyone within the district by programs that help to maintain
property values and promotes Kalispell as a unique business and residential environment.
Again, thank you for the opportunity to respond to your questions. We remain available
to answer any further questions and hope that we can move this process forward.
Best regards,
The Kalispell Business Improvement District Board of Directors
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THE DOWNTOWN PLAN:
"The world we have created today as a result of our thinking thus far has
problems which cannot be solved by thinking the way we thought when we
created them."
- Aibert Einstein, scientist (1879-1955)
The Vision:
.Downtown Kalispell will be a vibrant place to live,
work, shop, dine and visit amongst beautiful historic
buildings and landscaped streets. A well -maintained
municipal infrastructure will provide essential
services to business and residents while allowing for
the redevelopment of existing buildings and shape the
location and density of future development. Planning
policies and effective leadership will protect
downtown's heritage while accommodating new
development that creates a thriving economy which
harmonizes with its surroundings.
3
The Values:
Why is Downtown Kalispell valuable and in need of special consideration?
Because Downtown Kalispell is the heart of the city and having a healthy heart
is essential to having a strong city. The following is a list of reasons why
Downtown Kalispell is valuable and worthy of special consideration.
1) Downtown provides a sense of community and place - What draws
people to downtown, i.e. - restaurants, events, Main Street, historic
buildings, employment, art, etc.
2) Downtown reflects how the community sees itself - Is it healthy and
viable, or does it represent local disinterest and failure?
3) Downtown is the historic core of the community - Historic buildings
highlight the community's heritage.
4) Downtown is a prominent employment center - Downtown is a major
employment area within the city.
5) Downtown includes many independently owned businesses -
Includes many family owned businesses that support one another.
6) Downtown is a significant portion of the city's tax base - Downtown
generates more tax revenue per acre than any area of the city.
7) Downtown is an indispensable shopping and service center - Offers
unique retail and service opportunities.
8) Downtown is a major tourist draw - Travelers want to see unique
places and local treasures such as Downtown Kalispell.
9) Downtown is the government center - City Hall, City Police and Fire,
County Administration, County Courthouse and U.S. Post Office are all
located within the downtown boundary.
4
Vision and Values Coming Together:
American downtowns from all areas and of all different sizes have been
experiencing a renaissance. More people are seeking an active, exciting
environment with abundant retail and cultural opportunities that downtowns
can provide. Successful downtowns have an urban landscape that includes
historic population centers that demonstrate an urban development pattern of
grid streets and alleys. These places serve as centers for commerce, civic, and
cultural activities for the surrounding area. They have a pedestrian -orientation
with sidewalk systems. Fortunately, Downtown Kalispell contains all of the
common features associated with a successful downtown. The goal of this plan
is to enhance those features so that Downtown Kalispell can achieve its full
potential by year 2035.
BY THE YEAR 2035, DOWNTOWN KALISPELL WILL BE MORE VIBRANT
THAN IT IS TODAY THANKS TO A GREATER VARIETY AND NUMBER OF
RESTAURANTS, NICHE RETAIL STORES, HOUSING, AND A
PERFORMING ARTS VENUE THAT GIVE PEOPLE REASONS TO COME
TO DOWNTOWN.
MAIN STREET WILL BE MADE MORE PEDESTRI_AN FRIENDLY BY
INCORPORATING WIDER SIDEWALKS, OUTDOOR GATHERING
SPACES, PUBLIC ART, STREET LANDSCAPING AND STREET TREES,
NARROWED PEDESTRIAN CROSSINGS, REDUCED DRIVING LANES
AND CONVENIENT ANGULAR PARKING. BLOCK FACES WOULD BE
VOID OF ANY EMPTY SPACES OR PARKING LOTS. A MIX OF ACTIVITY
WILL BE OUT ON THE PUBLIC WAY SUCH AS MERCHANDISE DISPLAY
AND SIDEWALK CAFE ACTIVITY INCLUDING SUCH FEATURES AS
PARKLETS POCKET PARKS AND THE LIKE.
)0, DOWNTOWN WILL BE A DESTINATION THAT ATTRACTS AND APPEALS
TO LOCALS AND TOURISTS RATHER THAN A DRIVE THROUGH TOWN.
➢ DOWNTOWN WILL ANCHOR THE CORE AREA TO THE NORTH. THERE
WILL BE A FLOW OF PEOPLE USING THE EAST -WEST TRAIL SYSTEM
IN THE CORE AREA THAT ENTER THE DOWNTOWN AND ENJOY ITS
UNIQUENESS.
5
A CONSISTENT THEME/CHARACTER OF THE DOWNTOWN
REFLECTING ITS UNIQUE HISTORIC QUALITIES WOULD BE USED.
DOWNTOWN STOREFRONTS WOULD NOT HAVE ANY VOID SPACES
AND ALL OF THE BUILDINGS WOULD BE FULLY UTILIZED.
> DOWNTOWN'S PARKING WILL BE SEEN AS CONVENIENT AND
AVAILABLE. DOWNTOWN MERCHANTS AND EMPLOYEES WOULD NOT
PARK IN SPACES THAT ARE MOST CONVENIENT TO CUSTOMERS.
THERE WILL BE ADEQUATE PARKING TO SERVE THE NEEDS OF
BUSINESS, RESTAURANTS, EMPLOYEES AND RESIDENTS.
Dovvy .t own XalaspelR in 2035 will be:
a ANCHORED BY MAIN STREET WHERE THERE'S A LOT OF ACTION,
THAT IS VIBRANT WITH LOCAL PEOPLE AND ATTRACTIVE TO
TOURISTS, AND THAT ONE CAN ENJOY DAY AND EVENING BECAUSE
BUSINESSES ARE REGULARLY OPEN INTO THE EVENING HOURS.
A PEDESTRIAN -FRIENDLY ENVIRONMENT THAT ENCOURAGES
VISITORS AND RESIDENTS TO UTILIZE DOWNTOWN BUSINESS.
A BIKE -FRIENDLY ENVIRONMENT WITH SAFE ROUTES FOR BIKES
AND AVAILABLE BIDE RACKS TO ENCOURAGE BICYCLISTS TO STAY
DOWNTOWN.
A SAFE AND CLEAN DOWNTOWN THAT HAS BEEN MADE BEAUTIFUL
WITH FLOWERS, TREES, COLOR, AND ART.
A HISTORIC, QUAINT, CHARMING, AND INDIVIDUALISTIC DOWNTOWN
THAT IS BUSY, CONVENIENT, AND PROSPEROUS.
A DOWNTOWN HAVING A CLEAR PERSONALITY AND MIX OF RETAIL,
FOOD, OFFICE, ART, HOUSING AND ENTERTAINMENT.
o A DOWNTOWN THAT HAS A VARIETY OF BUSINESS, IS THE CULTURAL
HUB OF FLATHEAD COUNTY, AND THAT SERVES THE ENTIRE
FLATHEAD VALLEY.
BUSINESS IMPROVEMENT DISTRICT
FUND: 2700-490-47033 0
EXPENDITURE DETAIL/SUMMARY
Proposed
BUDGET BUDGET
FY16/17 FY17/18
PROGRAM:
STAFFING:
349
Mileage/Supplies/Conferences/ Rent
$5,500
$5,500
350
Contract staff- coordinator
$30,000
$30,000
353
Contract staff- other- (1 FT & I PT)
$20,000
$35,000
IMPROVEMENTS:
244
Way finding signs
$0
$0
COMMUNICATIONS:
322
Newsletter
$350
$350
345
Cell Phone/Wireless
$800
$800
352
Web Site Development/logo
$2,000
$4,000
357
Social Media & on line marketing
$10,200
$6,000
DEVELOPMENT ACTIVITY:
351
Development Activity: Contract services
$5,000
$7,600
355
Fagade Improvement Program
$10,000
$10,000
365
Advertising/Publications
$0
$500
366
Sponsorship/Events
$2,000
$2,000
530
Insurance
$7,500
$7,500
TOURISM:
356
Printing
$0
$0
BEAUTIFICATION:
360
Art
$1,000
$0
364
Cleaning & Flowers
$4,350
$6,000
522
Administrative Transfer - City of Kalispell
$4,688
$4,700
Total Budget
$103,388
$119,950
BUSINESS IMPROVEMENT DISTRICT
FUND: 2700-49 0-47 03 3 0
PROJECTED REVENUE AND FUND SUMMARY
BEGINNING CASH
10100 CASH: Operating
Total Cash
REVENUES
363010
Assessments
311100
Levy
312000
Penalty & Interest
334015
Mt. Main Street Project Grant
335230
Class 8 PP Reimb.
363040
Pen & Int. on Spec. Assess.
365000
Reimbursement/Contributions
$371,010
Interest
Total Revenue
EXPENSES
Operating
ENDING CASH
CASH: Operating
Proposed
BUDGET BUDGET
FY16/17 FY17118
$26,613 $0
$26,613
$0
$23,500
$41,450
$52,000
$74,500
$100
$0
$7,500
$0
S640
$0
$0
$0
$3,750
$3,750
$250
$250
$87,740
$119,950
$103,388
$119,950
($10,965)
$0
DOWNTOWN BUSINESS IMPROVEMENT DISTRICT WAS CREATED May 17, 2004
by Resolution 4891A adopting a budget and providing funding through a mill levy
and assessment combination.
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1 V
KALISPELL BUSINESS IMPROVEMENT DISTRICT
FACADE IMPROVEMENT PROGRAM
INTRODUCTION
The Kalispell Business Improvement District Fagade Improvement Grant (FIG) program is designed to provide
an incentive for private sector improvement of commercial buildings in the Downtown Business Improvement
District (KBID). The FIG program aims to make revitalization efforts affordable by providing matching grant
funds up to $5000. The program is geared towards facade projects that protect the historic integrity of the
building and improve the overall appearance of the downtown area. The following guidelines are intended to
be used in the structuring of facade improvement grants. The FIG program is funded by the Kalispell Business
Improvement District (KBID).
GENERAL PROVISIONS
Purpose
The purpose of the policies and procedures contained within this manual is to present the criteria which
govern the facade improvement activities assisted with funds made available through the KBID FIG program.
Objectives Fa4ade improvement activities assisted with funds made available through the FIG program are
intended to meet the following objectives: To encourage the leveraging of new private investment into
Downtown Kalispell in the form of fixed asset investment, particularly related to exterior building
improvements. To preserve, enhance and restore the historical and architecture significance of buildings in
Downtown Kalispell. To perpetuate a positive and proactive business climate in Downtown Kalispell that
encourages the revitalization of buildings and supports business improvement.
Amendments and Modifications
The KBID may from time to time amend the provisions imposed by the policies and procedures contained
within this manual.
ADMINISTRATION
1. KBID can establish a facade grant review committee, consisting of two members. The members can be
either members of the KBID board of directors, or the City of Kalispell architectural review committee, or
community members with design experience. Members of the committee shall be approved by the KBID
board of directors and the KBID coordinator.
2. The committee will have the authority to review, select and recommend grant applications for approval of
the KBID board of directors.
3. Grant applications will be evaluated based on a clear and documented set of criteria including:
a. Impact — Overall impact of the project on the Kalispell Business Improvement District. Are inappropriate
design elements removed? Will the project eliminate what was previously a liability for the district? Does the
project seek to restore the historical or architectural significance of the building?
b. Financial Leverage — Projects that leverage more private investment will be graded higher than those
seeking the maximum match.
c. Cost/Schedule — Is the project feasible from a cost and schedule point of view?
d. Sustainability/Permanence — How permanent are the improvements (signs are more changeable than new
glazing, for example) and is there a maintenance plan for improvements? Does the business own the building?
If not, how much time remains on the lease?
e. Community Contribution - Is the applicant a good neighbor? Is the area around the business kept clean and
free of debris on a consistent basis? Does the business participate in organized Downtown Kalispell
promotions or other community based activities? Does the applicant actively promote downtown Kalispell and
their own business?
4. Committee members will be selected at the beginning of each round of grant funding and will serve for the
entire round. Committee members may serve for multiple rounds.
5. The FIG program shall be administered by the KBID Coordinator who shall be known as the "Administrator".
The Administrator shall explain the FIG program to prospective applicants, provide written information, assist
applicants in completing applications, and process requests for funding.
6 In the event there is a conflict of interest between a committee member and a particular grant application,
an alternate committee member will be appointed by the Administrator to review the application.
7. The Administrator shall be responsible for the maintenance of all other records for the FIG program and
report annually to the KBID regarding use of FIG funds.
8. KBID reserves the right to cancel a grant agreement in the event of failure to comply with this agreement.
Meetings
Meetings of the fa4ade grant committee shall be held on an as -needed basis. All committee members shall be
given reasonable prior notice of each meeting. A majority of the committee in attendance at a meeting
constituting a quorum shall be required for official committee action. Official actions must have the support of
the majority of the total committee.
Records
• Written records of all program activities, including program inquiries, program meetings, grant
applications, annual reports, and other documents, shall be properly maintained. All files shall be kept
at the KBID Office, 14 3rd St. E., Suite 260, Kalispell, Mt. 59901, with limited access by authorized
personnel. Each grant applicant should have a file containing the following minimum information:
• Initial notes from Administrator indicating proposed project meets key criteria
• Application form with supporting documentation and correspondence Copy of committee minutes
summarizing the action taken on the grant request
• Each grant recipient should have a file containing the above information plus: Copy of grant agreement
• Grantee's project schedule
• Site visit notes
• Photographs of completed project
ELIGIBILITY CONSIDERATIONS
Eligible Area
• The area served by the FIG program is the Downtown Kalispell Business Improvement District (KBID)
shown on Map 1. (Shaded inside area)
Eligible Applicants
• Applications may be submitted by a property owner or tenant within the area shown on Map 1.
• Tenants must provide proof of lease authority or a written statement declaring the property owner's
agreement to the improvements.
• Tenants must have at least two years remaining on their lease or an option to renew.
• Properties must be commercial or residential properties turning commercial.
• Applicants shall not be disqualified based on age, race, religion, color, handicap, sex, physical
condition, development disability, sexual orientation or national origin.
Eligible Activities
Grants shall be available to eligible applicants for the following activities:
• Store signage (new and rehabilitating existing and historic signage) Removal of inappropriate or out-of-
date signage
• Awnings — repair or installation
• Rehabilitation or compatible reconstruction of storefronts
• Removing non -historic elements from building facades
• Removal of metal siding and exterior slip covers (surfaces) Exterior cleaning, painting and/or paint
removal
• Masonry repair and repainting
• Repair and replacement of architectural details or materials
• Window repair or in certain cases replacement
• Restoration or replacement of deteriorated or hazardous sidewalks
• Improvements to backs of buildings are eligible if done in conjunction with a front facade improvement
or if the front facade is already considered satisfactory according to program guidelines.
Ineligible Activities
Program grants shall not be available for the following activities:
• Improvements made prior to grant approval.
• Interior rehabilitation unless it is essential to rehabilitate the building's fagade
• Interior decoration
• Refinancing of existing debt
• Inventory and equipment
• Sweat equity (payments for applicant's own labor) although building materials/supplies are eligible for
funding if the applicant does not use an outside contractor
• General business operations expenses (payroll, taxes, utilities, etc.)
Minimum Requirements
To be eligible for funding, a proposed project must meet all of the following minimum requirements:
• Private Funds Leveraged. The applicant must leverage a minimum of one dollar ($1.00) of private
funds for every one dollar ($1.00) of grant funds requested.
• Historic Preservation. One of the objectives of the FIG program is to preserve the historical character
of buildings in the KBID. Exterior renovations shall to the extent practical, preserve and promote the
significant architectural and historic features of the building.
• Compliance with Applicable Laws. Applicants shall comply with all applicable local, state and federal
laws and codes.
• Project Completion. Projects must begin within three (3) months of grant approval and be completed
within six (6) months of grant approval. Signage and awning projects must be completed within three
(3) months of approval. Extensions may be requested depending on the scope of the project.
Building Design Requirements
One of the objectives of the FIG program is to preserve the historical character of buildings in the Downtown
area.
• Exterior renovations shall to the extent practical, preserve and promote the significant architectural
and historic features of the building.
• All construction work shall comply with applicable local, state and federal building codes.
• The program is geared towards fagade projects that protect the historic integrity of the building and
improve the overall appearance of the downtown area.
• The goal is to return the building facades in the downtown area to their appearance following their
initial construction; however, it is recognized that some buildings may have a different period of
architectural significance that supersedes the original construction appearance.
• Ideal projects will retain or repair original features and use historic materials. For example, installation
of vinyl siding would not be funded but the repair and repainting of original wood siding would.
• Projects should draw upon the history and architecture of the building while still reflecting the current
use.
• The goal is not to try to recreate some past time in the history of Kalispell; instead, it is to draw upon
the architectural and historic distinctiveness of the downtown as a means to enhance its value.
• Creative new uses for existing building stock will be strongly encouraged, as well as modern yet
compatible awnings, signage, lighting and other fixtures to enhance the appearance of storefronts and
downtown.
TERMS AND CONDITIONS
Minimum standards shall include the following:
• Loan amounts are subject to the availability of program funds but shall not exceed $5000. The facade
grant committee has the authority to recommend award of grants exceeding the $5000 maximum if a
project is deemed especially beneficial to the FIG program objectives
• Grantees will be required to sign a grant agreement (Exhibit A) guaranteeing the project will be
completed according to the details included on the grant application and approved by the Facade
Grant Committee and KBID Board of Directors.
• Grants will be paid in a lump sum at the end of the project as a reimbursement of costs incurred.
APPLICATION PROCEDURES
• Discussion of requirements prior to submitting an application. Interested parties will be directed to
contact the Administrator to propose a project.
• The Administrator will review the project to determine if it meets key project criteria. If so, the
interested party will be asked to fill out an application and a facade grant committee meeting will be
scheduled within 30 days.
• Timing - The program will have a continual application period based on "rounds". Rounds begin with
each new budget cycle beginning July 1 of each year. Subsequent rounds will be proposed based on
program demand and available funding. Applications may be submitted at any time during a round.
Priority Applications shall be reviewed in the order received and based on readiness for the proposed
project to proceed. In the event that grant funds requested exceed available funds, the following
criteria will be used to determine which projects will be awarded the grants:
1. Eligibility of the applicants.
2. Eligibility of the project to be undertaken.
3. The extent to which private funds are to be leveraged.
4. Size of the grant requested.
5. Timing of the proposed expenditures.
6. Completeness of the application.
7. Other factors as deemed appropriate.
Grant Application
Applicants shall submit an application using the form in Exhibit B which includes the following information:
• Applicant Name
• Applicant type — Property owner or tenant For tenants, permission letter from Property Owner or
Lease proving lease authority For tenants, copy of lease showing two (2) years remaining or option to
renew
• Contact information for tenant and/or property owner including address, telephone number, fax
number and email address
• Type of improvement Two color photographs of project prior to improvement
• Description of proposed improvement Sketches or drawings of proposed improvement including
placement, color, dimensions and materials
• Estimated total project cost
• Dollar amount of grant request
• Proposed start date
• Estimated completion date
• Description of additional work to interior or exterior Indication of interest in design assistance
• Date and Signature of applicant
Review Process
1. Preliminary Review. The Administrator will review the application for completeness and verify that the
applicant is eligible and the proposed project meets minimum requirements.
2. Formal Review. The fagade grant cmittee will meet within 30 days of application verification to review the
application and either recommend approval to the KBID board of directors or reject an award. If a fa4ade grant
committee is not available the request will go before the board of directors.
3. Notice of Award. If the application is approved by the KBID board of directors either by email or at their
next scheduled board meeting, the Administrator will contact the business owner to explain the terms of the
grant and sign a grant agreement.
4. Rejection of Award. If the application is not approved, the Administrator will send a letter to the applicant
stating the reasons for rejection and offer to meet with the applicant to explore ways to strengthen the grant
request or to identify alternative funding sources. If an application is denied, a new application can be
submitted at anytime.
DISTRIBUTION OF FUNDS
Prior to releasing grant funds, the following documentation must be in place.
1. Notice of Award. The fagade grant committee must have reviewed and approved a complete application for
an eligible applicant.
2. Grant Agreement. The Administrator shall prepare a grant agreement based on the example in Exhibit A
and it shall be signed by grantee and Administrator.
3. Evidence of Permits, etc. Documentation shall be provided by the applicant that all necessary permits,
licenses, and any other registrations required have been obtained by the applicant prior to the release of
program funds.
4. Lien Waivers. Lien waivers must be submitted from all contractors and subcontractors.
5. Evidence of Program Expenditures. Documentation shall be provided by the business to evidence program
expenditures prior to release of funds. Documentation shall include bills and invoices or receipts for materials,
final bills of sale or canceled checks. All documentation shall be reviewed and approved by the Administrator.
6. Inspection. The Administrator shall perform a visual inspection to ensure that project activities were
completed per the grant agreement. A photograph of the completed project will be filed.
MAP 1
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Kalispell Business Improvement District is the shaded area in the middle of this map.
Exhibit A
Kalispell Business Improvement District
FAr ADE IMPROVEMENT GRANT AGREEMENT
A. Grantee agrees to complete the project as described in the application and approved by the KBIA board of
directors. This grant may be used only for eligible project activities described in the Grantee's fagade
improvement grant application and approved by the KBID board of directors.
B. Grantee agrees to adhere to the project schedule requirements outlined in the program manual.
C. Grantee agrees to preserve and promote the significant architectural and historic features of the building.
D. Grantee agrees to provide additional information and documents as the KBID may request and allow KBID
and its representatives to have reasonable access to the site for the purpose of evaluating the progress and
completion of the project.
E. Grantee agrees to comply with all applicable local, state and federal laws and codes.
F. Grantee agrees to maintain the property and improvement.
G. Grantee agrees to allow the KBID to promote the project including, but not limited to, displaying a KBID
logo sign at the site, during and after construction, and using photographs and descriptions of the project in
KBID promotional materials or social media.
H. The KBID reserves the right to withhold any payments to be made under this grant award if, in the KBID's
sole discretion, such action is necessary: (1) because Grantee has not fully complied with the terms and
conditions of the grant; (2) to protect the purpose and objectives of the grant; or (3) to comply with any law or
regulation applicable to Grantee, to the KBID, or this grant.
On behalf of Grantee, I understand and agree to the foregoing terms and conditions of the KBID grant, and
hereby certify my authority to execute this agreement on Grantee's behalf.
Signature:
Printed Name:
Title:
Date:
On behalf of Grantor, I hereby agree to provide a fa4ade improvement grant based on the terms and
conditions described above.
Signature:
Printed Name:
Title:
Date: