HomeMy WebLinkAbout09 - CdM Business Improvement District RenewalCITY OF NEWPORT BEACH
COMMUNITY AND ECONOMIC Hearing Date: July 24, 2001
} DEVELOPMENT
u PLANNING DEPARTMENT Agenda Item No.: 9
3300 NEWPORT BOULEVARD Staff Person: Daniel Trimble
NEWPORT BEACH, CA 92658 (949) 644 -3230
(949) 644 -3200; FAX (949) 644.3250
REPORT 10 THE MAVOR AND CITY COI INCIL
SUBJECT: Corona del Mar Business Improvement District Renewal,
Annual Report for 2000 -2001 Fiscal Year, and Adoption of
Resolution of Intention to Levy for 2001 -2002 Fiscal Year.
SUMMARY: Supplemental Report.
SUGGESTED ACTION: 1. Approve Corona del Mar Business Improvement District
2000 -2001 Annual Report; and
2. Adopt the Resolution of Intention to Levy for 2001 -2002
Fiscal Year and set the public hearing for August 14, 2001.
There was a minor error in Exhibit D - Resolution of Intention to Levy. The revised Resolution
is attached to this Supplemental Report.
Submitted by:
SHARON Z. WOOD
Assistant City Manager
Prepared by:
DANIEL TRIMBLE
Associate Planner
Attachments: Exhibit D— (Revised) Resolution of Intention to Levy 2001 -,
(revised) EXHIBIT D
IN 31.117�1y
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH STATING ITS INTENTION TO LEVY ASSESSMENTS FOR THE
CORONA DEL MAR BUSINESS IMPROVEMENT DISTRICT FOR THE
FISCAL YEAR OF SEPTEMBER 1, 2001 TO AUGUST 31, 2002.
WHEREAS, the Corona del Mar Business Improvement District was established in 1996
pursuant to the Parking and Business Improvement Area Law of 1989, California Streets
and Highways Code, Section 36500 et seq., (hereinafter the "Act "), which requires an
annual report to be filed and approved by the City Council for each fiscal year; and
WHEREAS, the Advisory Board has prepared an Annual Report for the 2001 -2002 fiscal
year which is on file in the Office of the City Clerk; and
NOW, THEREFORE, the City Council of the City of Newport Beach resolves as follows:
Section 1: The City Council hereby declares the intention to levy assessments for the
Corona del Mar Business Improvement District for the fiscal year September 1, 2001 to
August 31, 2002 pursuant to the Act. Such benefit assessment shall be as follows:
A. Banks and financial institutions that are exempt from City business license
regulations shall be assessed $500 per year;
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 1
B. Insurance agencies that are exempt from City business license regulations shall be
assessed $250 per year;
C. Persons operating one of the following types of businesses as an independent
contractor in an establishment owned by another person shall be exempt from this
assessment:
I. Hair stylists
2. Nail technicians
3. Real estate agents
D. The assessment for all other businesses within the District shall be 150 percent of the
annual business license tax as established pursuant to Chapter 5.08 of the Municipal
Code.
Section 2: The penalty for delinquent payments shall be twenty -five percent per month,
providing that the penalty to be added shall in no event exceed one hundred percent of the
assessment amount due.
Section 3: The City shall collect benefit assessments in one annual installment, with
collections for new businesses in the District on the day of the issuance of a business
license by the City. The assessment for new businesses shall be pro -rated according to
the number of full months remaining in the District's fiscal year.
Section 4: The improvements and activities to be funded by the benefit assessments shall
include only the following:
1. Marketing, advertising, and special events
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 2
2. Physical improvements & maintenance
3. Communications and Outreach Program
4. Representation of area business interests in governmental affairs
5. Administration
Section 5: The location of the District will remain the same: generally located on East
Coast Highway from Hazel Drive to Avocado Avenue as set forth with greater specificity
in the map attached as Exhibit A.
BE IT FURTHER RESOLVED, that the City Council of the City of Newport Beach shall
conduct a public hearing on August 14, 2001 at 7:00 p.m., or as soon thereafter as this
matter may be heard, in the Council Chambers located at 3300 Newport Boulevard,
Newport Beach, California at which time the Council will hear all interested persons for
or against the renewal of the District, the extent of the District and the specific types of
improvements or activities to be funded by the benefit assessment. Protests may be made
orally or in writing, but if written, shall be filed with the City Clerk at or before the time
fixed for the Hearing and contain sufficient documentation to verify business ownership
and validate the particular protest. If written protests are received by the owners of
businesses within the District that pay fifty percent or more of the total assessments to be
levied, no further proceedings to renew the District shall be taken for a period of one year
from the date of the finding of a majority protest by the City Council. If the majority
protest is only against the furnishing of a specific type or types of improvements or
activity or benefit within the District, those types of improvements or activities or benefit
zones shall be eliminated.
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 3
Further information regarding the proposed Business Improvement District renewal may
be obtained at the Newport Beach City Hall, 3300 Newport Boulevard, Newport Beach,
California, 92658. Telephone (949) 644 -3225.
The City Clerk shall cause this resolution of intention to be published once in a
newspaper of general circulation in the City at least seven days before the public hearing.
This resolution shall take effect immediately upon adoption. Passed and adopted by the
City Council of the City of Newport Beach at a regular meeting held on the day
of 2001.
ATTEST:
ITUFTWO S
CITY CLERK
ATTACHMENT: Exhibit A (Boundary Map)
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 4
CITY OF NEWPORT BEACH
�EVVPO,gr COMMUNITY AND ECONOMIC Hearing Date: July 24, 2001
DEVELOPMENT
PLANNING DEPARTMENT Agenda Item No.: 9
3300 NEWPORT BOULEVARD Staff Person: George A. Berger, AICP
�GFOAN
NEWPORT BEACH, CA 92658 (949) 644 -3207
(949) 644 -3200; FAX (949) 644 -3250
REPORT TO THE MAYOR AND CITY COUNCIL
SUBJECT: Corona del Mar Business Improvement District Renewal,
Annual Report for 2000 -2001 Fiscal Year, and Adoption of
Resolution of Intention to Levy for 2001 -2002 Fiscal Year.
SUMMARY: The Corona del Mar Business Improvement District was established
September 1, 1996. This report summarizes the District's
accomplishments during the 2000 -2001 fiscal year, its fifth year of
operation, and the proposed activities and budget for the coming
year. The Corona del Mar Business Improvement District Board of
Directors, which serves as the District Advisory Board, requests City
Council approval of the Annual Report and scheduling of the public
hearing for August 14, 2001.
SUGGESTED ACTION: 1. Approve Corona del Mar Business Improvement District
2000 -2001 Annual Report; and
2. Adopt the Resolution of Intention to Levy for 2001 -2002
Fiscal Year and set the public hearing for August 14, 2001.
Background
The Corona del Mar Business Improvement District is nearing the end of its fifth year of
operation and requests renewal of the District for the fiscal year September 1, 2001 to August 31,
2002. The boundaries of the benefits zone have been reviewed by the Board, and are
recommended to remain unchanged: generally located on East Coast Highway from Hazel Drive
to Avocado Avenue as set forth with greater specificity in the map attached as Exhibit A. State
law requires that an annual report be prepared and a public hearing be held each year prior to
renewal of the District. A summary of accomplishments during the 2000 -2001 fiscal year and
proposed activities for the new fiscal year are provided below.
Fifth Year District Accomplishments
The Corona del Mar Business Improvement District sponsored the following promotions and
activities during the past year:
• Completed the remainder of the Corona del Mar Reforestation Program, including the
planting (with irrigation) of over 90 new King Palm and Hong Kong Orchid trees. These
trees, along with the 110 planted previously, replace the problematic Ficus trees and bring
the total count of new trees in the area to over 200;
• Completed the general overview of the Vision 2004 Improvement Plan to promote
increased pedestrian access in the village while increasing the "quality of experience" for
local residents and visitors alike;
• Worked closely with the City Council, Mayor, and staff to secure a working understanding
for the implementation of Vision 2004;
• Continued building external support for the development and implementation of Vision
2004. Extensive community and business support has been garnered through outreach
efforts, and a consultant has been hired to assist with the process for relinquishment of the
highway from CalTrans and the identification of funding sources;
• Implemented a community -wide communications and education program for the Vision
2004 project including a PowerPoint presentation, a website (www.cdmvillage.com) and
full -color descriptive posters for distribution;
• Continued engineering studies to replace the painted medians along PCH with new, raised
Bomanite medians;
• Continued the program of quarterly maintenance for the decorative landscaping at the
Marguerite /PCH intersection with replanting as needed;
• Mailed quarterly newsletters from the Advisory Board to all members; developed a program
whereby monthly newsletters will be sent out in conjunction with the Corona del Mar
Chamber of Commerce;
• Supported the Corona del Mar Chamber of Commerce with the Annual Christmas Walk;
• Participated with the Corona del Mar Chamber of Commerce and the Newport Beach
Conferenceand Visitors Bureau to bring visitorsto Coronadel Mar.
Fiscal Year District Revenues
During the 2000 -2001 fiscal year the district collected approximately $68,000 in member
assessments with somewhat in excess of $20,000 yet to be collected. The BID received $49,100 in
matching funds from the City and has spent approximately $69, 500 this FY for approved activities.
It is anticipated that a remaining balance of approximately $149,000 or less will be carried over
into the 2001 -2002 Fiscal Year.
Proposed Improvements, Activities and Budget
The FY2001 -2002 Priorities and Budget Outline, including specific goals for each category, is
submitted by the BID Advisory Board as part of the attached Annual Report.
The District has accumulated a large account balance in anticipation of four major projects that will
Page 2
span several fiscal years. These projects are: reforestation; the installation of new medians;
promotion and implementation of the components of the Vision 2004 Plan; and a public relations
and marketing program to mitigate any impact on businesses during the implementation of these
improvements. Major payments in excess of $75,000 are slated to be made during the first quarter
of the new fiscal year for reforestation, as well as median engineering costs in excess of $50,000 in
the second or third quarter. The District anticipates reserving some monies at the end of the fiscal
year towards the remaining projects.
The highest priorities for the upcoming fiscal year are:
1. Vision 2004 Plan
• Continue representation in Sacramento to secure CalTrans relinquishment and operating
agreement
• Develop additional funding sources to implement the Vision 2004 Plan
• Continue the ongoing education process about the improvements outlined in the Vision
2004 Plan
• Work with the City of Newport Beach to implement improvements recommended in the
Vision 2004 Plan
2. Physical Improvements
• Begin sidewalk replacement studies with City Staff
• Design and build new medians to replace painted medians
• Install decorative holiday decorations and banners
• Evaluate and install new landscaping and street furniture, i.e. trash cans, bike racks, etc. as
appropriate
3. Communications/ Special Events
• Maintain memberships with Newport Harbor Chamber and Newport Beach Conference &
Visitors Bureau
• Continue existing, and develop new, annual events in conjunction with the CdM Chamber
• Publish monthly newsletter in conjunction with the CdM Chamber
• Maintain and update the BID website (cdmvillage.com)
• Continue with Marketing Advisor Program
• Develop innovative business promotion and marketing programs
4. Maintenance
Maintain lighting and seasonal color for Marguerite/PCH intersection
Maintain backflow devices as needed for tree irrigation
Maintain sidewalks and benches as needed
Assessment Collection
The current and proposed BID benefit assessment per business is equal to one and one -half (1 -1/2)
the City's annual business license fee, pursuant to Chapter 5.08 of the Newport Beach Municipal
Code. In most cases the business license tax is comprised of $114 plus an additional amount for
each employee. This rate has been consistent since the establishment of the Corona del Mar
Business Improvement District in 1996. Banks and financial institutions exempt from City
Page 3
business license regulations are assessed $500 per year. Insurance agencies exempt from City
license regulations are assessed $250 per year. Persons operating one of the following businesses
as an independent contractor in an establishment owned by another person are exempt from this
assessment:
1. Hair stylists
2. Nail technicians
3. Real estate agents
The penalty for delinquent payments is twenty -five percent per month, provided that the penalty
amount added shall in no event exceed one hundred percent of the assessment amount due.
Assessments are collected in a single installment at the beginning of the fiscal year, and are pro-
rated for new businesses opening during the year.
The Advisory Board of the Corona del Mar Business Improvement District does not expect to raise
funds in addition to the assessments levied for the upcoming year. It is anticipated that matching
funds will be approved by the City Council for fiscal year 2001 -2002, with additional funds added
to the amount designated for marketing activities and physical improvements. The attached Annual
Report further describes the budget and activities for the upcoming year, and has been filed with the
City Clerk's office as required by State law.
Submitted by:
SHARON Z. WOOD
Assistant City Manager
Prepared by:
GEORGE A. BERGER, AICP
Senior Planner
With assistance from:
CLINTON SCOTT PALMER
Cathimarie's Inc., BID Administration
Attachments: ExhibitA - Boundary Map
Exhibit B - 2000 -2001 Annual Report
Exhibit C - 2001 -2002 Priorities & Budget Outline
Exhibit D - Resolution of Intention to Levy 2001 -_
Page 4
REPORT TO THE MAYOR AND CITY COUNCIL
CORONA DEL MAR BUSINESS IMPROVEMENT DISTRICT
ANNUAL REPORT FOR 2000 -2001 FISCAL YEAR
Overview
EXHIBIT B
This is the annual report for the Corona del Mar Business Improvement District, as required by
Section 36533 of the California Streets and Highways Code, for fiscal year September 1, 2000 to
August 31, 2001.
Boundaries
The boundaries of the benefits zone remain unchanged: generally located on East Coast Highway
from Hazel Drive to Avocado Avenue as set forth with greater specificity in the map attached as
Exhibit A.
Proposed Activities
The improvements and activities to be provided for the fiscal year include:
1. Development and Implementation of the Vision 2004 Improvement Plan
2. Physical Improvements within Corona del Mar
3. Corona del Mar BID Member and Community Outreach
4. Maintenance of Existing Corona del Mar BID Improvements
Proposed Budget
The estimated cost of providing the proposed improvements and activities in this report is
approximately $278,000. The implementation of these actions is more fully described in the
attached Priorities and Budget Outline for the 2001 -2002 fiscal year.
Accaccmantc
Assessments shall be collected in one annual installment at the beginning of the fiscal year, and
shall be pro -rated for new businesses that open during the fiscal year. The benefit assessment
shall be equal to one and one -half (1 -1/2) times the City's usual annual business license tax as
established pursuant to Chapter 5.08 of the Municipal Code. The penalty for delinquent
I
payments will be twenty -five percent per month, providing that the penalty amount added shall
in no event exceed one hundred percent of the assessment amount due. Banks and financial
institutions that are exempt from City business license regulations shall be assessed $500 per
year. Insurance agencies that are exempt from City business license regulations shall be assessed
$250 per year. Persons operating one of the following types of businesses as an independent
contractor in an establishment owned by another person shall be exempt from this assessment:
1. Hair stylists
2. Nail technicians
3. Real estate agents
Account Status
The District's current account balance is approximately $149,000 at the end of the first eleven
months of the fiscal year. It is anticipated the balance will be approximately $149,000 or less at
the fiscal year end, August 31, 2001. Matching funds, to be approved by the City Council for
fiscal year 2001 -2002, would be added to the amount designated for physical improvements.
The District has accumulated a large account balance in anticipation of four major projects that
will span several fiscal years. These projects are: reforestation; the installation of new medians;
promotion and implementation of the components of the Vision 2004 Plan; and a public relations
and marketing program to mitigate any impact on businesses during the implementation of these
improvements. Major payments in excess of $75,000 are slated to be made during the first
quarter of the new fiscal year for reforestation, as well as median engineering costs in excess of
$50,000 in the second or third quarter. The District anticipates reserving some monies at the end
of the fiscal year towards the remaining projects.
The advisory board of the Corona del Mar Business Improvement District may raise additional
funds through various events and fund - raisers in addition to the assessments levied. At this time
they do not anticipate additional funds for the 2001 -2002 fiscal year budget.
Prior Year Accomplishments
The merchants of Corona del Mar have found their fifth year as a Business Improvement District
to be very successful and have achieved several accomplishments including:
• Completed the remainder of the Corona del Mar Reforestation Program, including irrigating
and planting over 90 new King Palm and Hong Kong Orchid trees. These trees were planted
in locations sited in addition to the previous 110 trees that replaced the removed Ficus tree,
bringing the total count of trees in the area to over 200;
• Completed the general overview of the Vision 2004 Improvement Plan to promote increased
pedestrian access to the village and to increase the "quality of experience" for local residents
and visitors alike;
• Worked closely with the City Council, the Mayor, and City staff to secure a working
I
understanding to implement Vision 2004;
• Continued the development and implementation of the Vision 2004 Plan. Extensive
community and business support has been evoked and a consultant has been hired to help in
the process of relinquishment of the highway from CalTrans and identification of funding
sources;
• Implemented a community wide communications program for the Vision 2004 project
including a PowerPoint presentation, a website (www.cdmvillage.com) and two posters for
distribution to interested parties;
• Continued engineering studies to replace the painted medians with new, raised Bomanite
medians;
• Quarterly maintenance of decorative landscaping at the Marguerite / Coast Highway
intersection with replanting as needed;
• Mailed quarterly newsletters from the Advisory Board to all members; developing a program
whereby monthly newsletters will be sent out in conjunction with the Corona del Mar
Chamber of Commerce;
• Supported the Corona del Mar Chamber of Commerce with the Annual Christmas Walk;
• Participated with the Corona del Mar Chamber of Commerce and the Newport each
Conference and Visitor's Bureau to bring visitors to Corona del Mar;
In conclusion, the merchants of Corona del Mar have worked hard to promote their village and
wish to express their appreciation for the City Council's continued support of the Corona del Mar
Business Improvement District.
EXHIBIT C
Corona del Mar
Business Improvement District
Priorities and Budget Outline
September 1, 2001 - .August 31, 2002
Funds Available FY End 2001 .... ........................149,000
Funds to be Collected September 2001 ................80,000
Matching Funds from City ........... .........................49,900
Total Available Funds ................. ........................278,900
Priorities Budget Amount Total
1. Vision 2004 20% $55,780
• Continue representation in Sacramento to secure CalTrans operating agreement
• Develop funding options to implement Vision 2004 Plan
• Continue to present Vision 2004 Plan to interested parties to educate about
improvements
• Work with the City of Newport Beach in implementing the improvements called
forth by the Vision 2004 Improvement Plan
2. Physical Improvements 60% $167,340
• Begin sidewalk replacement studies with City Staff
• Engineer and build new medians in place of painted medians
• Install decorative holiday decorations and banners
• Evaluate and install when appropriate new landscaping, site furniture, trash cans,
bike racks, etc.
3. Communications /Special Events 10% $27,890
• Maintain Memberships with Newport Harbor Chamber and Newport Beach
Conference & Visitors Bureau
• Continue existing and develop new annual special events in conjunction with the
Corona del Mar Chamber
• Monthly newsletter published in conjunction with the CdM Chamber
• Maintain and update the cdmvillage.com website
• Continue with Marketing Advisor Program
• Develop alternative business promotion and marketing programs
4. Maintenance 10% $27,890
• Maintain lighting and seasonal color for Marguerite /Coast Highway intersection
• Maintain backflow devices as needed for tree irrigation
• Maintain sidewalks and benches as needed
q
EXHIBIT D
RESOLUTION NO. 2001m
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT
BEACH STATING ITS INTENTION TO LEVY ASSESSMENTS FOR THE
CORONA DEL MAR BUSINESS IMPROVEMENT DISTRICT FOR THE
FISCAL YEAR OF SEPTEMBER 1, 2001 TO AUGUST 31, 2002.
WHEREAS, the Corona del Mar Business Improvement District was established in 1996
pursuant to the Parking and Business Improvement Area Law of 1989, California Streets
and Highways Code, Section 36500 et seq., (hereinafter the "Act'), which requires an
annual report to be filed and approved by the City Council for each fiscal year; and
WHEREAS, the Advisory Board has prepared an Annual Report for the 2001 -2002 fiscal
year which is on file in the Office of the City Clerk; and
NOW, THEREFORE, the City Council of the City of Newport Beach resolves as follows:
Section 1: The City Council hereby declares the intention to levy assessments for the
Corona del Mar Business Improvement District for the fiscal year September 1, 2001 to
August 31, 2002 pursuant to the Act. Such benefit assessment shall be as follows:
A. Banks and financial institutions that are exempt from City business license
regulations shall be assessed $500 per year;
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 1
)0
B. Insurance agencies that are exempt from City business license regulations shall be
assessed $250 per year;
C. Persons operating one of the following types of businesses as an independent
contractor in an establishment owned by another person shall be exempt from this
assessment:
1. Hair stylists
2. Nail technicians
3. Real estate agents
D. The assessment for all other businesses within the District shall be 150 percent of the
annual business license tax as established pursuant to Chapter 5.08 of the Municipal
Code.
Section 2: The penalty for delinquent payments shall be twenty -five percent per month,
providing that the penalty to be added shall in no event exceed one hundred percent of the
assessment amount due.
Section 3: The City shall collect benefit assessments in one annual installment, with
collections for new businesses in the District on the day of the issuance of a business
license by the City. The assessment for new businesses shall be pro -rated according to
the number of full months remaining in the District's fiscal year.
Section 4: The improvements and activities to be funded by the benefit assessments shall
include only the following:
1. Marketing, advertising, and special events
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 2
2. Physical improvements & maintenance
3. Communications and Outreach Program
4. Administration
Section 5: The location of the District will remain the same: generally located on East
Coast Highway from Hazel Drive to Avocado Avenue as set forth with greater specificity
in the map attached as Exhibit A
BE IT FURTHER RESOLVED, that the City Council of the City of Newport Beach shall
conduct a public hearing on August 14, 2001 at 7:00 p.m., or as soon thereafter as this
matter may be heard, in the Council Chambers located at 3300 Newport Boulevard,
Newport Beach, California at which time the Council will hear all interested persons for
or against the renewal of the District, the extent of the District and the specific types of
improvements or activities to be funded by the benefit assessment. Protests may be made
orally or in writing, but if written, shall be filed with the City Clerk at or before the time
fixed for the Hearing and contain sufficient documentation to verify business ownership
and validate the particular protest. If written protests are received by the owners of
businesses within the District that pay fifty percent or more of the total assessments to be
levied, no further proceedings to renew the District shall be taken for a period of one year
from the date of the finding of a majority protest by the City Council. If the majority
protest is only against the furnishing of a specific type or types of improvements or
activity or benefit within the District, those types of improvements or activities or benefit
zones shall be eliminated.
Further information regarding the proposed Business Improvement District renewal may
be obtained at the Newport Beach City Hall, 3300 Newport Boulevard, Newport Beach,
Resolution No. 2001 -_
Corona del Mar Business Improvement District
Page 3
J'-2-
California, 92658. Telephone (949) 644 -3225.
The City Clerk shall cause this resolution of intention to be published once in a
newspaper of general circulation in the City at least seven days before the public hearing.
This resolution shall take effect immediately upon adoption. Passed and adopted by the
City Council of the City of Newport Beach at a regular meeting held on the day
of 2001.
ATTEST:
MAYOR
CITY CLERK
ATTACHMENT: Exhibit A (Boundary Map)
Resolution No. 2001 -
Corona del Mar Business Improvement District
Page 4
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