H05. Reso 5827 - BID BudgetCity of Kalispell
Post Office Box 1997 - Kalispell, Montana 59903-1997
Telephone (406) 758-7000 Fax - (406) 758-7758
REPORT TO: Doug Russell, City Manager V-
FROM: Rick Wills, Finance Director
SUBJECT: Resolution No. 5827 — A Resolution Approving the Work Plan and
Budget of the Business Improvement District
MEETING DATE: August 21, 2017
BACKGROUND: On April 3, 2017, pursuant to Section 7-12-1111, et seq., MCA, the City of
Kalispell created a Business Improvement District [BID]. This entity falls under the provisions
of Business Improvement Districts. The board of directors for the BID has recommended to the
City Council a work plan and budget for the Business Improvement District for the next fiscal
year and seeks to have it approved. The proposed district assessment for each property owner
within the BID's expanded area is .015 per square foot, plus .0375 of the taxable value of the
property.
RECOMMENDATION: It is recommended that the Council consider and pass the Resolution
5827, a Resolution approving the work plan and budget for fiscal year 2017-2018 for the
Kalispell Business Improvement District as recommended by its Board of Directors.
ALTERNATIVES: Upon consideration of the proposal the Council may reject the resolution.
ATTACHMENTS: Resolution 5827
Return to:
City Clerk
City of Kalispell
P.O. Boer 1997
Kalispell NIT 59903-1997
-Will WAN
WHEREAS, on April 3, 2017, pursuant to Section 7-12-1101, et seq., MCA, the City of
Kalispell, passed Resolution 5801 creating a Downtown Business Improvement
District; and
WHEREAS, the board of directors of the Downtown Business Improvement District has
recommended to the City Council a work plan and budget for the Downtown
Business Improvement District for the fiscal year 2017-2018; and
WHEREAS, having fully considering the work plan and budget presented, as well as the
proposed method of assessment, the City Council now finds that it is in the best
interests of the City as well as the District and the properties therein to accept the
work plan and budget, as well as the proposed assessment method.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
KALISPELL AS FOLLOWS:
SECTION 1. The proposed work plan and budget of the Business Improvement District,
attached hereto Exhibit "A" and fully incorporated herein by this reference,
is hereby approved and adopted for the fiscal year 2017-2018.
SECTION 2. The proposed assessment formula of the Business Improvement District is
hereby approved and adopted for the fiscal year 2017-2017. That
assessment formula to be applied against all properties within the Business
Improvement District shall be $.015 per square foot.
M.W
• r • r r : .
aupownINr •
MarkJohnson
Mayor
ATTEST:
Aimee Brunckhorst, CMC
City Clerk
]KALISPELL BusINESS IMPROVEMENT DISTRICT
201.7 -2018 BUDGET
DOWNTOWN
WISPEU
Board of Directors
Jon Fetveit, Chair
Debbie Snyder
Jayson Peters
Chris Petersen
Eric Robbins
Jarrod Shew
Karen, Sanderson
Marshall Noice
John Hinchey
Lee Kozlowski
Mayor and City Council,
It is with unanimous agreement that the new Board of Directors forward the Kalispell Business
Improvement District 2017-2018 budgets. You will find attached the 2017 — 2018 budget for the
expiring Business Improvement District. The expiring district will be focused on maintaining the
programs in place until the new district starts receiving funds in the fall of 2017. Additionally, the new
district has also attached their proposed budget.
The new board has reviewed the assessment formula and after discussion made a determination to offer
the budget based on the formula that was utilized to secure the petitions for creation of the new district.
During this budget year, the Board of Directors will spend additional time reviewing and discussing
alternative assessment formulas that could be established for future budgets. As you know this is a new
district that will start receiving funds in November 2017.
The Board of Directors will be reviewing in the near future the Mission, Vision and Purpose of the new
district. In preparing for this work, discussion has been held regarding the purpose of other agencies
working on the success of downtown. It is the boards perception that the purpose of the Kalispell
Tourism Business Improvement District is to put "heads in beds" and that the Kalispell Downtown
Association brings people into downtown by promoting events to generate business traffic. Their, focus is
on storefront business.
KALISPELL BusiNr.m 1hUROVEIVIENT DISTRICT
Cooperative marketing for downtown b,y;
* Focusing on infrastructure needs
* Building our brand - Do business downtown, socialize downtown, be downtown
* Kalispell entrance signage, on line presence, Facebook and more effective
communication tools.
2. Advocate for and organize, property owners on critical issues such as;
0 CORE area redevelopment
0 Downtown parking and traffic solutions
* Courthouse couplet
0 Zoning
3. Design and implement a pro grarn -to recruit, equip and place new businesses into vacant
properties within the district.
4. Create a downtown that is more family, pedestrian and bike friendly to increase foat traffic
and capacity and remain practical for, automobile traffic.
* Bike racks
* Clean up pat -king lots
* Signage
* Flowers
The Kalispell Business Improvement District will continue to work closely with the City of Kalispell, the
Downtown Association, the Kalispell Tourism Business Improvement District, the Kalispell Convention
and Visitors Bureau, Montana West Economic Development and most importantly our downtown
businesses and property owners.
Our goal is to coordinate efforts that will promote and strengthen downtown Kalispell. We will continue to
help our businesses and property owners find solutions to the challenges they face and look for
#pportunities to improve our economic growth and prosperity.
Sincerely,
Kalispell Business Improvement District
Board of Directors
BUSINESS IMPROVEMENT DISTRICT
FUND: 2700-490-470330
PROJECTED REVENUE AND FUND SUMMARY
BEGINNING CASH
10100 CASH: Operating
Total Cash
REVENUES
363010 Assessments
311100 Levy
312000 Penalty & Interest
335230 Class 8 PP Reimb.
365000 Donations/Grants
371010 Interest
Total Revenue
TOTAL AVAILABLE
EXPENSES
Operating
ENDING CASH
CASH: Operating
ACTUAL
ACTUAL
BUDGET
ACTUAL
BUDGET
FY14/15
FY15/16
FY16/17
FY16/17
FY17/18
$77,818 $57,258 $26,045 $26,045 $29,152
$77,818 $57,258 $26,045 $26,045 $29,152
$23,577
$23,319
$23,500
$23,399
$0
$56,854
$50,706
$52,000
$48,299
$0
$223
$926
$100
$165
$0
$622
$643
$640
$661
$0
$4,397
$11,970
$11,250
$13,313
$0
$372
$197
$250
$110
$0
$86,045
$87,761
$87,740
$85,947
$0
$163,863
$145,019
$113,785
$111,992
$29,152
$106,605
$118,974
$103,388
$82,840
$29,152
$57,258 $26,045 $10,397 $29,152 $0
Program Description
Downtown Business Improvement District was created May 17, 2004 by Resolution 4891A adopting a budget and providing funding throuh a mill
levy and assessment combination
23
BUSINESS IMPROVEMENT DISTRICT
FUND: 2700-490-470330
EXPENDITURE DETAIL/SUMMARY
PROGRAM:
STAFFING:
349 Mileage/Supplies/Conferences/ Rent
350 Contract staff -coordinator
353 Contract staff - other
COMMUNICATIONS:
322
Newsletter
345
Cell Phone/Wireless
352
Web Site Development/logo
357
Social Media and On-line Marketing
DEVELOPMENT ACTIVITY:
351 Development Activity: Contract services
355 Fagade Improvement Program
365 Advertising/Publications
366 Sponsorship/Events
530 Insurance
TOURISM:
356
Printing
BEAUTIFICATION:
360
Art
364
Cleaning & Flowers
522
Administrative Transfer
Total Budget
ACTUAL
BUDGET
ACTUAL
BUDGET
FY15/16
FY16/17
FY16/17
FY17/18
$4,037 $5,500 $3,419 $700
$29,700 $30,000 $29,700 $7,300
$19,210 $20,000 $19,595 $7,900
$0
$350
$236
$0
$777
$800
$777
$195
$1,493
$2,000
$2,043
$500
$9,545
$10,200
$2,883
$1,000
$1,024
$5,000
$416
$828
$24,085
$10,000
$10,634
$0
$6,759
$0
$325
$360
$2,720
$2,000
$150
$0
$7,526
$7,500
$7,806
$0
$1,880
$0
$0
$0
$0
$1,000
$0
$0
$4,334
$4,350
$168
$4,750
$5,884
$4,688
$4,688
$5,619
$118,974
$103,388
$82,840
$29,152
24
BUSINESS IMPROVEMENT DISTRICT #2
FUND: 2701-490-470330
PROJECTED REVENUE AND FUND SUMMARY
BUDGET
FY17/18
BEGINNING CASH
10100 CASH: Operating $0
Total Cash
$0
REVENUES
363010 Assessments
$41,637
311100 Levy
$73,991
343014 Charges for services- garbage/parking
$1,200
371010 Interest
$250
Total Revenue
$117,078
TOTAL AVAILABLE
$117,078
EXPENSES
Total
$81,920
ENDING CASH
CASH: Operating
$35,158
PROGRAM DESCRIPTION
Downtown Business Improvement District was created April 3, 2017 by Resolution 5801
25
BUSINESS IMPROVEMENT DISTRICT #2
FUND: 2701-490-470330
EXPENDITURE DETAIL
PROGRAM:
STAFFING:
210
Office Supplies
354
Contract staff -coordinator
355
Contract staff -other(1FT/1PT)
373
Conferences/Travel
530
Rent
IMPROVEMENTS:
245 Signage
COMMUNICATIONS:
322
Newsletter
345
Cell Phone/Wireless
359
Web Site Development
337
Social Media and On-line Marketing
DEVELOPMENT ACTIVITY:
780
Development Activity
790
Fagade Improvement Program
335
Print Advertising
391
Sponsorship/Events
510
Insurance
TOURISM:
323 Printing
BEAUTIFICATION:
228 Art
229 Flowers
522 Administrative Transfer
Total Budget
BUDGET
FY17/18
$1,200
$21,900
$23,500
$0
$1,770
$0
$350
$700
$3,000
$4,000
$4,000
$10,000
$500
$1,000
$4,000
$0
$0
$6,000
$0
$81,920
26