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06-11-18 Work Session Agenda and MaterialsCITY COUNCIL WORK SESSION AGENDA June 11, 2018, at 7:00 p.m. City Hall Council Chambers, 201 First Avenue East MONTANA A. CALL TO ORDER B. DISCUSSION ITEMS 1. Review of Kalispell Downtown Business Improvement District (KBID) Work Plan and Proposed Budget C. PUBLIC COMMENT Persons wishing to address the council are asked to do so at this time. Those addressing the council are requested to give their name and address for the record. Please limit comments to three minutes. D. CITY MANAGER, COUNCIL, AND MAYOR REPORTS E. ADJOURNMENT UPCOMING SCHEDULE / FOR YOUR INFORMATION Next Regular Meeting — June 18, 2018, at 7:00 p.m. — Council Chambers Next Work Session — June 25, 2018, at 7:00 p.m. — Council Chambers Reasonable accommodations will be made to enable individuals with disabilities to attend this meeting. Please notify the City Clerk at 758-7756. Page 1 of 1 MONTANA MEMORANDUM Clerk's Office 201 1"Avenue East PO Box 1997 Kalispell, MT 59903 Phone: (406) 758-7756 cityclerk@kalispell.com www.kalispell.com REPORT TO: Mayor Johnson and City Council FROM: Doug Russell, City Manager iDN MEETING DATE: June 11, 2018 Work Session RE: Review of KBID work plan and proposed budget BACKGROUND: During budget sessions in May, it was requested to hold a work session to review the budget request for the Downtown Business Improvement District. Annually, the council approves the work plan and budget under Montana Code Annotated 7-12-1132 and 7-12- 1133 (included as attachments). Also attached are the work plan, budget, and resolution of assessment for Fiscal Year 2018, which was passed last year. RECOMMENDATION: Review and discuss the submitted work plan and budget from the Kalispell Downtown Business Improvement District. ATTACHMENTS: Kalispell Business Improvement District Proposed Work Plan and Budget Resolution No. 5836 Montana Code Annotated 7-12-1132 and 7-12-1133 KALISPELL BUSINESS IMPROVEMENT DISTRICT iw� w• �• ... .sl :i►- DOWNTOWN RAUSPELL Board of Directors Marshall Noice, Chair Christopher Petersen Eric Robbins Karen Sanderson Debbie Snyder Maggie Doherty Kisa Davison Executive Director Pam Carbonari Downtownkalispell.com May, 8, 2018 Mayor Johnson and City Council, 2018 -2019 BUDGET The following is the proposed budget for the City of Kalispell Business Improvement District. This budget keeps in mind the Mission, Vision and Purpose of the District. The past work plans and budgets together with the BID assessment formula were reviewed. The new BID is not yet 1 year old and after discussion it was determined that the assessment should remain the same as 2017 — 2018. A list of accomplishments and a work plan for 2018 — 2019 follows. The Mission of the Kalispell Business Improvement District To promote and foster economic growth and stability within the Business Improvement District while preserving Downtown Kalispell's rich historic and cultural identity. The Vision By preserving historic charm, fostering growth, promoting a sense of community and improving image, Downtown Kalispell will develop into an attractive location for investors, property owners, business owners, and residents, and become a destination point for visitors. KALISPELL BUSINESS IMPROVEMENT DISTRICT The Purpose To accomplish its vision of creating a vibrant and dynamic business district the BID works to: • Build effective partnerships with businesses, institutions, property owners and city government to maintain a clean and safe community. • Attract, retain and promote quality businesses and retail segments too 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. Accomplishments 2017 — 2018 Old and New BID Districts • Successfully petitioned the City of Kalispell to establish the BID with an enlarged district for 10 years • Hired an independent contractor to design and implement a new website • Farade Improvement Program — Reviewed the application process and program for implementation in the 2018 — 2019 budget year • Funded and supervised the Downtown Ambassador — keeping downtown clean & friendly • Downtown Ambassador contracted to clean downtown parking lots and decorative garbage cans • Flowers for the BID District purchased and planted • Contracted to maintain a web presence through Facebook • Received a grant from Montana Main Street & the Department of Commerce to support the engineering for the CORE trail • Supported downtown events; Chocolate Affair, Thursday!Fest, Taste of Kalispell, The Holiday Art Walk & Stroll, Ladies Night • Worked with new and potential propertylbusines s owners • Maintained part time Executive Director position • Represented the interests of the downtown in the CORE area plan • Continued support of parklets within the BID District KALISPELL BUSINESS IMPROVEMENT DISTRICT WORK PLAN 2018 - 2019 • Continue investment in our web site and web presence • Increase presence on social media • Maintain Executive Director and downtown Ambassador positions • Contract an additional part time downtown Ambassador for the summer season to assist with the larger Business Improvement District • Provide 52 hanging plants and plants for 54 corner planters • Award $15,000 in Fagade Improvement grants • Work with the city to review and evaluate transportation issues downtown • Work with the city to implement parking plans to add additional parking opportunities • Assist property owners/business owners resolve issues downtown • Develop an web based program for property owners in the downtown to list properties for sale or lease • Continue representation on the CORE trail committee • Advertise downtown events to continue drawing visitors for the economic success of property/business owners • Continue to be an advocate for downtown • Begin implementation of a bicycle/pedestrian safe & friendly downtown to include design and installation of bike racks downtown • Promote public art within the Business Improvement District • Plant new trees to replace dead and dying trees and work on a watering program BID BUDGET I .1 Beautification 8% H BUSINESS IMPROVEMENT DISTRICT #2 FUND: 2701-490-4703 30 PROJECTED REVENUE AND FUND SUMMARY BEGINNING CASH 10100 CASH: Operating Total Cash REVENUES 363010 Assessments 311100 Levy 343014 Charges for services - garbage/parking 371010 Interest Total Revenue TOTAL AVAILABLE EXPENSES Total ENDING CASH CASH: Operating estimated BUDGET ACTUAL BUDGET FY17/18 FY17/18 FY18/19 $0 $0 $34,289 $0 $0 $34,289 $41,637 $73,991 $1,200 $250 $41,385 $73,499 $1,200 $125 $41,385 $73,499 $1,200 $300 $117,078 $116,209 $116,384 $117,078 $116,209 $150,673 $81,920 $81,920 $134,250 $35,158 $34,289 $16,423 PROGRAM DESCRIPTION Downtown Business Improvement District was created April 3, 2017 by Resolution 5801 27 BUSINESS IMPROVEMENT DISTRICT #2 FUND: 2701-490-470330 EXPENDITURE DETAIL BUDGET BUDGET FY17/18 FY17/18 PROGRAM: STAFFING: 210 Office Supplies $1,200 $1,200 354 Contract staff - coordinator $21,900 $33,000 355 Contract staff -other(IFT/1PT) $23,500 $30,000 373 Conferences/Travel $0 $1,000 530 Rent $1,770 $2,400 IMPROVEMENTS: 245 Signage $0 $0 COMMUNICATIONS: 322 Newsletter $350 $350 345 Cell Phone/Wireless $700 $800 359 Web Site Development $3,000 $3,000 337 Social Media and On-line Marketing $4,000 $4,000 DEVELOPMENT ACTIVITY: 780 Development Activity $4,000 $20,000 790 Fagade Improvement Program $10,000 $15,000 335 Print Advertising $500 $500 391 Sponsorship/Events $1,000 $0 510 Insurance $4,000 $6,000 TOURISM: 323 Printing $0 $6,000 BEAUTIFICATION: 228 Art $0 $5,000 229 Flowers $6,000 $6,000 522 Administrative Transfer $0 Total Budget $81,920 $134,250 rx Return to: Kalispell City Clerk PO Box 1997 Kalispell, NIT 59903 201700020554 Page; I of 2 Fe -,�2 -94PM Debbie Pierson, Flathead County MT by DD 8i2312(,:rj3 RESOLUTION NO. 5836 A RESOLUTION MAKING THE ANNUAL TAX LEVY FOR THE BUSINESS IMPROVEMENT DISTRICT (BID) OF KALISPELL, MONTANA, FOR THE FISCAL YEAR 2017-2018 AND LEVYING AN ASSESSMENT FOR THE BID FOR FISCAL 2017- 2018. WHEREAS, the assessment cost of the Business District for the fiscal year 2017-20 18 is estimated to be $41,637, and the levy revenue will generate $73,991 for a total of $115,628. WHEREAS, at a public hearing held on the 17th day of January, 2017, the City Council did consider all objections made to said estimates and to the basis of levy and assessments for payment for said costs (included as part of the City of Kalispell budget). SECTION 1. That there is hereby levied upon each and every dollar of the taxable valuation of the Business Improvement District of Kalispell, Montana, for the fiscal year 2017-2018, the following levy: BUSINESS IMPROVEMENT DISTRICT LEVY 37.5 MILLS SECTION2. That there is hereby levied upon each and every dollar of the taxable valuation within the Business Improvement District of the City of Kalispell, Montana, for the fiscal year 2017-2018, the following assessment: ASSESSMENT 015 SQ. FOOT SECTION 3. That the annual appropriation for the Business Improvement District of the City of Kalispell, Montana are hereby fixed as follows: BUSINESS IMPROVEMENT DISTRICT $111 t072 SECTION 4. The Business Improvement District Board of Directors is hereby authorized to transfer any part of an unencumbered balance of an appropriation to a purpose or object for which the appropriation for the current year is insufficient or to transfer betweens iterns appropriated within the fund. tASSEX JVAt?'&*2TE-W -6 CITY • KALISPELL THIS 21ST DAY OF AUGUST, 2017. Mark Johns Mayor ATTEST: Aimbe Brunckhorst, CMS City Clerk 7-12-1132. Annual budget and work plan -- approval -- procedure -- tax, MCA Page 1 of 1 MCA Contents / TITLE 7 / CHAPTER 12 / Part 11 / 7-12-1132 Annual budg... Montana Code Annotated 2017 TITLE 7. LOCAL GOVERNMENT CHAPTER 12. IMPROVEMENT DISTRICTS Part 11. Business Improvement Districts 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. History: En. Sec. 14, Ch. 656, L. 1985; amd. Sec. 4, Ch. 253, L. 2007. A. Created by LAWSH http://www.leg.mt.gov/bills/mca/title_0070/chapter_0120/part_0110/section 0320/0070-01... 6/6/2018 7-12-1133. Assessment of costs -- area, lot, taxable valuation, square footage, and flat -fee... Page 1 of 2 MCA Contents / TITLE 7 / CHAPTER 12 / Part 11 / 7-12-1133 Assessment... Montana Code Annotated 2017 TITLE 7. LOCAL GOVERNMENT CHAPTER 12. IMPROVEMENT DISTRICTS Part 11. Business Improvement Districts 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. The 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; (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; http://www.leg.mt.gov/bills/mca/title_0070/chapter_0120/part_0110/section 0330/0070-01... 6/6/2018 7-12-1133. Assessment of costs -- area, lot, taxable valuation, square footage, and flat -fee... Page 2 of 2 (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 combination of the assessment options provided in subsections (2)(a) through (2)(fl. (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. History: En. Sec. 15, Ch. 656, L. 1985; amd. Sec. 1, Ch. 450, L. 1989; amd. Sec. 5, Ch. 79, L. 1991; amd. Sec. 5, Ch. 263, L. 2007. Created by Wt S http://www.leg.mt.gov/bills/mca/title_0070/chapter_O 120/part_O 110/section_03 3 0/0070-01... 6/6/2018