HomeMy WebLinkAbout05 - Corona del Mar BID RenewalCITY OF NEWPORT BEACH
CITY COUNCIL STAFF REPORT
Agenda Item No. 5
June 13, 2006
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Community & Economic Development, Planning Department
George A. Berger, AICP; C &ED Program Manager; 949/644 -3207;
gaberger@ city.newport- beach.ca.us
SUBJECT: Corona del Mar Business Improvement District Renewal: Annual
Report for Shortened Fiscal Year 2005 -2006, and Adoption of
Resolution of Intention to Levy for Fiscal Year 2006 -2007.
ISSUE:
Annual renewal of the Corona del Mar Business Improvement District.
RECOMMENDATION:
1. Approve the Annual Report for the shortened 2005 -2006 Corona del Mar Business
Improvement District Fiscal Year; and
2. Adopt a Resolution of Intention to Levy Assessments for FY 2006 -2007, set the
public hearing for June 27, 2006.
DISCUSSION:
The Corona del Mar Business Improvement District (BID) is nearing the end of its
(shortened) tenth year of operation, and requests renewal of the District for a new fiscal
year which will run from July 1, 2006 to June 30, 2007. This report summarizes the
District's accomplishments during short FY 05 -06 (September 1 to June 30), and the
proposed activities and budget for the coming year. The BID's 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 BID renewal for June 27, 2006.
As addressed with the Council in August, 2005, City staff reviewed the renewal periods
for all four business improvement districts and determined that efficiencies in
administration of the Districts would be realized if they were in synch with the City's
Fiscal Year. The Council agreed, and renewed the CdM BID for nine months (from
CdM BID 2006 -2007 Renewal
June 13, 2006
Page 2
October 1, 2005 through June 30, 2006). It is now time to begin the parallel renewal
schedule for all four BIDs.
California law requires that an annual report for the past fiscal year be prepared by the
BID and approved by the Council, and a public hearing be held each year prior to
rE?newal of the District, which includes the area generally located on East Coast Highway
from Hazel Drive to Avocado Avenue, as set forth with greater specificity in the map
attached as Exhibit 1.
Tenth Year District Accomplishments
The Corona del Mar BID sponsored the following promotions and activities during the past
year:
• The BID committed $40,000 from its City - provided matching funds (and will for
two additional years) to offset the cost of the median landscape improvements
constructed along Coast Highway.
• The BID continued making progress on the various items called for on the CdM
Vision Plan, including cooperating with the City to have flashing pedestrian
crosswalks installed at Orchid Street, and finding the best solution for pedestrian
safety at Iris Street. Designs for sidewalk treatments throughout the village have
been presented to the Advisory Board, and additional plans for street lighting and
furniture are in process.
• The BID continued in its working relationship with the Corona del Mar Chamber of
Commerce for marketing support. The BID has contracted with the Chamber to
maintain and update the Corona del Mar BID website (www.cdmvillage.com), to
educate the public about the CdM Vision Plan, and to distribute information on
current events and administration of the BID. The Chamber also includes the BID
newsletter in its bi- monthly newsletter, which is sent to all BID and Chamber
members. The BID also worked with the Chamber to recognize merchants who
renovate their stores or buildings, and continues the successful Holiday
Storefront Lighting program. In addition, the BID paid for a presence for all of its
members in the 2006 Corona del Mar Directory.
• The BID maintained the decorative bedding plantings at the Marguerite /Coast
Highway intersection, with replanting as needed.
• The BID, under contract, maintained the 200 Palm and Hong Kong Orchid trees
along the Coast Highway sidewalks within the District. The BID also, again
through contractual relationship, maintains the planters and irrigation.
• The BID supported the Corona del Mar Chamber of Commerce in their Annual
Christmas Walk.
CdM BID 2006 -2007 Renewal
June 13,2006
Page 3
• The BID continued its program of installing holiday season decorations in the
medians at Marguerite and Coast Highway.
Fiscal Year District Revenues
During the shortened FY 05 -06 (October through June) the District collected approximately
$68,220 in member assessments, with $20,000 in additional funds to be collected. The
BID's account balance beginning of the year was $56,145. The BID spent approximately
$95,600 for approved activities, and anticipates spending an additional $5,000 by fiscal
yearend.
The BID anticipates receiving $48,000 in matching funds from the City in the 06 -07 fiscal
year, $40,000 of which are committed to be paid back to the City under the agreement to
jointly pay for the landscape median improvements along Coast Highway within the
District. At the end of FY 06 -07, the District anticipates spending approximately $151,500
for approved activities. It is anticipated that a remaining balance of approximately $45,000
will be carried over into the FY 07 -08 budget.
Proposed Improvements, Activities and Budget
The FY 06 -07 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
highest priorities for the upcoming fiscal year are:
1. Marketing, advertising, and promotion of the businesses within Corona del Mar;
2. Physical Improvements within the Corona del Mar business district, including
those outlined in the CdM Vision Plan: and
3. Corona del Mar BID Member and Community Outreach.
Assessment Collection
The current and proposed BID benefit assessment per business is equal to 150% of the
annual business license fee paid to the City, pursuant to Chapter 5.08 of the Municipal
Code of the City of Newport Beach. For reference, the business license fee is comprised
of $134 plus an additional amount for each employee in most cases. Banks and financial
institutions exempt from City business license regulations are assessed $500 per year for
BID membership. Insurance agencies exempt from City license regulations are assessed
$250 per year for BID membership. 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
CdM BID 2006 -2007 Renewal
June 13, 2006
Page 4
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 prorated 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 FY 06 -07 in an approximate
amount of $48,000. Again, the BID has pre- committed $40,000 of the matching funds to
the City in repayment for the median construction. 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 California law.
Environmental Review:
Not subject to CEQA, as the activity is not a project, as defined in Section 15378(b)(4).
Public Notice:
None Required
Funding Availability:
Business Improvement District matching funds are included in City Budget Account No.
2720 -8250.
Submitted by:
SHARON Z. WOOD
Assistant City Manager
Prepared by:
GEORGE A. BERGER, AICP
C &ED Program Manager
BID Systems Inc.
Attachments: Attachment A: Resolution of Intention 06 -_
Exhibit 1: CdM BID Boundary Map
Attachment B: Shortened FY 05 -06 Annual Report (by BID Advisory Board)
Attachment C: FY 06 -07 Priorities & Budget (by BID Advisory Board)
ATTACHMENT A
RESOLUTION NO. 2006-
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 JULY 1, 2006 TO JUNE 30, 2007.
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
shortened 2005 -2006 fiscal year which is on file in the Office of the City Clerk,
and
WHEREAS, the Annual Report for the shortened 2005 -2006 fiscal year was
approved by the City Council,
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
Resolution No. 2006 -
Corona del Mar Business hnprovernent District
Page 1
for the Corona del Mar Business Improvement District for a fiscal year July 1,
2006 to June 30, 2007 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;
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
(25 %) 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.
Resolution No. 2006 -
Corona del Mar Business Improvement District
Page 2
W
Section 4: The improvements and activities to be funded by the benefit
assessments shall include only the following:
1. Marketing and advertising
2. Physical Improvements
3. Maintenance Programs
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 1.
BE IT FURTHER RESOLVED, that the City Council of the City of Newport Beach
shall conduct a public hearing on June 27, 2006 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,
protests 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
Resolution No. ?006 -
Corona del Mar Business Improvement District
Page 3
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, 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 2006.
ATTEST:
MAYOR
CITY CLERK
ATTACHMENT: Exhibit 1 (Boundary Map)
Resolution No. 2006 -
Corona del Mar Business Improvement District
Page 4
City of Newport Beach
Corona del Mar
Business Improvement District
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a Business Improvement District Boundary
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EXHIBIT 1
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EXHIBIT B
CORONA DEL MAR BUSINESS IMPROVEMENT DISTRICT
ANNUAL REPORT FOR SHORT 2005 -2006 FISCAL YEAR
Overview 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 the short fiscal year
September 1, 2005 to June 30, 2006.
Boundaries The boundaries of the benefit 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.
Activities Provided The improvements and activities provided for the fiscal year
included:
1. Marketing, advertising, and promotion of Corona del Mar
2. Physical Improvements within Corona del Mar
3. Corona del Mar BID Member and Community Outreach
4. Corona del Mar BID CdM Vision Plan and associated
administration.
Budget The estimated cost of providing the proposed improvements and
activities in this report is approximately $108,100.00. The
implementation of these actions is more fully described in the
attached Priorities and Budget Outline for the 2006 -2007 Fiscal
Year.
Assessments 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 150% of the City's usual annual business license
tax as established pursuant to Chapter 5.08 of the Municipal Code.
The penalty for delinquent 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 in one of the
following types of businesses, as an independent contractor in an
establishment owned by another person shall be exempt from this
assessment:
F
L Hair stylists
2. Nail technicians
3. Real estate agents
Account Status During the 2005 -2006 fiscal year the District collected
approximately $68,222.00 in assessments from members, with an
additional $20,000.00 in accounts receivable to be collected by the
end of the fiscal year. Its account balance of the beginning of the
year was $56,145.00. The BID received no matching funds this
period from the City because of the short fiscal year. The BID has
spent approximately $95,600.00 for approved activities, and
anticipates spending an additional $5,000.00 by fiscal year end.
The District's current account balance will be approximately
$53,000 at the end of the nine months of the short fiscal year. It is
anticipated the balance will be approximately $45,000 or less at the
fiscal year end, June 30, 2006. For FY 06 -07, revenue from
members is projected to be $60,000 and City Matching revenues to
be $48,000. Of that $48,000, $40,000 has been previously
committed to the City for payment on the medians. $151,000 has
been allocated for projected expenses (including the $40,000
payable to the City), with an anticipated $4,600 left over at the end
of the Fiscal Year.
05- 06Accomplishments The merchants of Corona del Mar have found their tenth year as a
Business Improvement District to be very successful and have
achieved several accomplishments including:
* The BID continues to commit $40,000 a year for two more years
from future matching funds from the City to offset the cost of the
medians constructed last year.
*The BID proceeds to make progress on the various items called
for on the CdM Vision Plan. Continued efforts during the Short
Year will result in design for flashing crosswalks to be installed at
Orchid Street, and ongoing efforts to determine the best solution
for pedestrian safety at Iris Street. Designs for sidewalk treatments
throughout the village have been presented to the Advisory Board,
and additional plans for street lighting and furniture are in process.
*The BID continues with the working relationship with the Corona
del Mar Chamber of Commerce in marketing efforts. As part of
this joint effort, the BID contracted the Chamber to maintain and
update the Corona del Mar BID website, www.cdnrvillage.com, to
educate the public about the CdM Vision plan and distribute
\l
information on current events and administration of the BID. The
Chamber also includes the BID newsletter in its bi- monthly
newsletter sent to all BID members and Chamber members. The
BID also worked with the Chamber in recognizing merchants who
renovate their stores or buildings, as well as continuing the
successful Holiday Lighting program in all participating merchant
windows. In addition, the BID paid for a presence for all of its
members in the 2006 Corona del Mar Directory.
*The BID paid for quarterly maintenance of decorative bedding at
the Marguerite l Coast Highway intersection with replanting as
needed.
*Maintained the health of the 200 palm and Hong Kong Orchids
along the Coast Highway right -of -way. The BID also paid to
maintain the planters and irrigation.
*Supported the Corona del Mar Chamber of Commerce with the
Annual Christmas Walk.
*Installed Holiday Season Decorations in the medians at
Marguerite and Coast Highway.
The merchants of Corona del Mar have worked hard to promote
and improve their village and wish to express their appreciation for
the City Council's continued support of the Corona del Mar
Business Improvement District.
) -a,
EXHIBIT C
Corona del Mar
Business Improvement District
Priorities and Budget Outline
July 1, 2006 — June 30, 2007
Funds Available FY End June 2006
$45,000
Funds to be collected July 2006
$60,000
Anticipated Matching Funds from City
$48,000
Total Available Funds
$153,000
Priorities Budget Amount
1. Marketing Plan Administration $31,400
2. Physical Improvements/Maintenance $85,200
3. Member and Community Outreach $33,000
4. Vision Plan Implementation $ 1,500
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