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Y fowntoun muskegon BUSINESS IMPROVEMENT DISTRICT Downtown Muskegon Business Improvement District Meeting Agenda Feb. 22, 2021 8 a.m. Muskegon City Hall 933 Terrace, Muskegon, MI Virtually on City of Muskegon Facebook Live https://www.facebook.com/CityofMuskegon/ 1) Call to Order 2) Introduction of new members (Andy Maciejewski, Dan Castle and Jaime Charron) 3) Public Comment (on an agenda items) 4) Consent Agenda a) Approval of Agenda b) Approval of Minutes from the meeting Oct. 26, 2020 c) Acceptance of financial statements as of Dec. 31, 2020 5) New Business a) DPW landscape agreement for summer 2021 ) Barry’s Flowers planter agreement for summer 2021 c) Request to authorize potential no-interest loan for the 2021 full launch of Downtown Muskegon Social District from fund balance d) Correction of assessment at 297 W. Clay Unit 104 (information) e) Michigan Tax Tribunal BID assessment appeal for 813/820/821 Pine and 66 W. Webster (information) f) Potential one remaining BID board opening (discussion) 6) Other Business a) Annual downtown meeting at new convention center in late March or mid-April b) Next meeting Oct. 25 or if board desires May 24 or call of the chair. 7) Adjournment To: BID board members From: Dave Alexander, BID manager "ez 6) Re: Agenda item comments for 2-22-21 Date: 2-18-21 OY We have a Zoom meeting Monday Feb. 22 at 8 a.m. Please find the agenda and backup information in this agenda packet. We have three new members since we met in October, Andy, Dan and Jaime. Financial statements: You will see that the BID continues to be financially healthy with again a strong fund balance at the end of 2020, $77,442. We go into the 2021 calendar year with snow removal contracts in place for the city DPW for downtown sidewalks, Summit for Western parking lots and alleys and Terascape for Midtown parking lot. The expenditures for 2020 include the additional $1,047 in October for the Social District fire tables and LP gas tanks. Revenues are expected to be a bit more than $110,000 for 2021 and | anticipate current budget amounts for landscaping, snow removal and administration to provide an annual balanced budget. DPW landscaping agreement: Please find the agreement with the city Department of Public Works for summer downtown landscaping. The scope of work is the same as last summer, including the new landscaping on Third Street for the Midtown streetscape project. The cost of $25,250 is a 5 percent increase from last year. DPW Director Leo Evans has agreed to the work and the dollar amount. The city is in discussion with Baker College of Muskegon for an improved landscaping of its downtown parking lot, especially along Clay Avenue. The BID might be asked to help maintain those improvements but the costs would likely be minimal. | recommend approval of the agreement. Barry’s planter agreement: | have put emails in your packet from Dawn Barry and myself concerning flowers and maintenance of 72 planters in downtown. The suggested cost of $15,000 for 2021 is an 11 percent increase from last year. The cost increase is mainly due to labor, Dawn reports. | have had Bob Tarrant speak with her. We both agree Barry’s does a phenomenal job for downtown, including upkeep of Hackley Park paid for by the community foundation. Bob and | recommend approval of the planter agreement with Barry’s. Social District loan: Please see the memo | have provided you on this item and the backup documents on the Social District. The fund balance of $77,442 at the end of last year gives us plenty of financial cushion to help out the downtown Social District, if needed. | would ask for authorization as outlined in my memo and have Chairman Bob Tarrant sign any documents needed. 297 Clay Unit 104: In the Muskegon City Commission approving the three-year BID special assessment through 2023, the assessment for the law office at 297 Clay Unit 104 was calculated on the entire square footage of the 297 Clay condominium property and not just the office in question. The error was not discovered until winter property tax bills were sent out. The attached “joint stipulation” corrects the error and reduces the annual assessment from $2,265.12 to $100.90, reducing the BID annual revenues accordingly. Tax Tribunal appeal: The new three-year assessments approved last fall resulted in only one property owner with four parcels appealing the assessments based on lack of benefit. The annual assessments for the four parcels total $3,099. City Manager Frank Peterson asked that | attempt to settle the dispute without having to go to the Michigan Tax Tribunal, which has a hearing on the appeal set for April 20. BID board opening: Board member Phyllis Laudermill-Watson’s term has expired and has yet to be reappointed by the Muskegon City Commission. That reappointment might come next month but if not, the chairman of the Community Relations Committee asked for other potential candidates, which must be special assessment property owners or representing special assessment property owners. Downtown Muskegon Business Improvement District Special Meeting Minutes Oct. 26, 2020 Muskegon City Hall 933 Terrace Muskegon, MI 49440 Virtually on City of Muskegon Facebook Live 1) Call to Order: 8:07 AM Attendance: Bob Tarrant, Kathy Denison, Bruce Lindstrom and Frank Peterson. Excused Absent(s): Phyllis Watson-Laudermill John Riegler and Mike Hennessy Guests: Dave Alexander, city Business Development Manager; Ryan Cummins, city clerk’s office; and Leo Evans, city Department of Public Works director. Consent agenda a) Approval of the agenda b) Approval of the Minutes of special meeting from July 27, 2020 meeting c) Acceptance of the financial statements as of Sept. 30, 2020 Motion to approve the consent agenda: Frank Peterson Support: Bruce Lindstrom All voted in favor 3) Public Comment (on an agenda item) — The board chose to leave the floor open for the whole meeting allowing attendees to participate as they like. No participants spoke. 4) New Business a) Dave Alexander gave an overview of the Muskegon City Commission approval process of the renewal of the Downtown Business Improvement District for three years, 2021-2023. No vote was necessary. b) The Board was presented the 2021 budget and work plan, as already approved in BID the renewal process. Revenues from special assessments would be $113,681. Expenditures for snow removal, landscaping and administration balanced the budget with an additional $1,681 for contingency. An estimated fund balance of $50,000 at the end of 2020 was expected to be available at the end of 2021. Motion to approve: Bruce Lindstrom Support: Frank Peterson All voted in favor. ¢) Dave Alexander and DPW Director Leo Evans provided the board with pretty much as status quo sidewalk snow removal plan for the winter 2020-2021 with a 5 percent increase in price. The city and downtown are happy with the past service agreements. Due to the uncertainty of COVID-19 restrictions on businesses and crowds gathering, the board went with an option of having a weekday cost of $35,000 for the season with all weekend coverage when needed on a time and material basis. The consensus of staff and the board was to go with totally on demand service for the weekends with needed. Motion to approve: Bruce Lindstrom Support: Kathy Denison All voted in favor. d) Dave Alexander provided a three-year contract for Summit Snow Removal. The quote for the remainder of the current special assessment was virtually the same costs for overall parking lot and alley service but a slight increase for salting and trucking of snow. Downtown has been very happy with the Summit service, Alexander said. Motion to approve: Frank Peterson Support: Kathy Denison All voted in favor. e) Dave Alexander provided a one-year contract with Terrascape Architects for snow removal of the Midtown parking lot at 1144 Third. This vendor has done good work for the Midtown District and the BID in past years, Alexander said. The cost quoted was at $4,400 for the year. Motion to approve: Frank Peterson Support: Kathy Denison All voted in favor. f) Dave Alexander provided a one-year contract with Christmas Creations by Bailey for the 2020 season. Status quo service for wrapping and lighting 102 light poles for the same $9,645 as last year. Motion to approve: Frank Peterson Support: Bruce Lindstrom All voted in favor. g) Dave Alexander gave a report from his agenda memo on downtown COVID relief efforts for businesses. No vote was taken. h) Dave Alexander informed the board of vacancies for 2021 and beyond and the need for applicants who were special assessment property owners or their representative. Kathy Denison suggested Brad Martell, owner at 1144 Third. Alexander said he would reach out to Brad to see if he was interested in service. Alexander asked board members to direct interested candidates to the city clerk website for a Talent Bank application to the city commission for appointment. 5) Other Business a) The BID board discussed a meeting calendar for 2021 and agreed to meet March 22 and Oct. 25 at 8 a.m.at Muskegon City Hall and virtual on the city of Muskegon’s Facebook Live page, depending on COVID restrictions. Other meetings might be called when needed. Motion to approve: Bruce Lindstrom Support: Kathy Denison All voted in favor. 6) Adjournment 8:53 AM No Objection Minutes produced and submitted by Dave Alexander, city of Muskegon business development manager 02/18/2021 10:21 AM GL ACTIVITY REPORT FOR CITY OF MUSKEGON Page: a1 err ae FROM 297-70803-5201 TO 297-70803-5352 4 Muskeg TRANSACTIONS FROM 01/01/2020 TO 12/31/2020 Date UNL Type Description Reference # Debits Credits Balance Fund 297 DOWNTOWN MUSKEGON BID Expenditures Department 70803 DOWNTOWN MUSKEGON BID 01/01/2020 297-70803-5201 OFFICE SUPPLIES BEG. BALANCE 0.00 07/01/2020 2020-21 Fiscal Year Begin 0.00 12/31/2020 297-70803-5201 END BALANCE 0.00 Cumulative Net Debits and Credits: 0.00 0.00 0.00 01/01/2020 297-70803-5207 POSTAGE BEG. BALANCE 0.00 07/01/2020 2020-21 Fiscal Year Begin 0.00 12/31/2020 297-10803-5207 END BALANCE 0.00 Cumulative Net Debits and Credits: 0.00 0.00 0.00 01/01/2020 297-70803-5346 CONTRACTUAL SERVICES BEG. BALANCE 37, 606.52 01/22/2020 AP INV DEC 2019 SEASONAL SHOVELING INSTALLM 38312 225.00 37,831.52 01/22/2020 AP INV DEC 2019 SNOW PLOWING INSTALLMENT 38313 1,110.00 38,941.52 01/22/2020 AP INV SALTING FOR SNOW REMOVAL (BID BUDGET 38596 1,120.00 40,061.52 01/22/2020 AP INV JANUARY SHOVELLING INSTALLMENT (BID 38598 225.00 40,286.52 01/22/2020 AP INV JANUARY SNOWPLOWING INSTALLMENT 38599 1,110.00 41,396.52 02/10/2020 AP ‘INV STACKPATH- DDA monthly website hosti 01/21/2020 45.00 41, 441,52 02/11/2020 AP INV SALTING IN THE BID DISTRICT 39026 2, 400.00 43,841.52 02/11/2020 AP INV BID DISTRICT SNOWPLOWING FOR FEB 202 39046 1,110.00 44,951.52 02/11/2020 AP INV BID SHOVELING FOR FEB 2020 39045 225.00 45,176.52 02/11/2020 AP INV SNOWPLOWING 1144 3RD ST (BID DISTRIC 2345 2,150.00 47,326.52 02/29/2020 GJ JE TO RECORD BID PYMT TO CITY FOR SNOW 5794 48,500.00 95,826.52 03/09/2020 AP INV WORIE.CO - monthly website hosting f 02/21/2020 45.00 95,871.52 03/11/2020 P INV PLANTERS IN BID DISTRICT 030120 BID FLOWER 3,000.00 98,871.52 03/11/2020 AP INV PRINT AD IN VISIT MUSKEGON 2020 VISI 20MVG186 1,700.00 100,571.52 03/11/2020 AP INV DOMAIN NAME ANNUAL RENEWAL FOR DOWNT 10810 70.00 100, 641.52 03/18/2020 AP INV HOLIDAYS IN THE CITY PERFORMANCE DEC HOLIDAYS2019 200.00 100, 841.52 03/23/2020 AP INV WOWIE.CO - Fix calendar for Downtown 03/14/2020 190.80 101, 032.32 04/06/2020 AP INV WOWIE,CO - monthly website hosting f 03/21/2020 45.00 101,077.32 05/04/2020 AP INV WOWIE.CO - DOWNTOWN MKG WEBSITE HOST 04/21/2020 45,00 101,122.32 05/05/2020 AP INV DOWNTOWN MUSKEGON BID FLOWERS 04222020 8,485.00 109, 607.32 05/18/2020 AP INV WOWIE.CO - DOWNTOWN MSKG WEBSITE HOS 05/06/2020 35.00 109, 642.32 05/21/2020 AP INV DOWNTOWN MUSKEGON PLANTERS BID 05152020 2,000.00 111, 642.32 06/01/2020 AP INV WOWIE.CO - DOWNTOWN MUSKEGON WEBSITE 05/21/2020 45.00 111, 687.32 06/29/2020 AP INV THE HOME DEPOT #2754 - BID 06/08/2020 63.50 111, 750.82 06/29/2020 AP INV WOWIE.CO - DOHNTOWN MUSKEGON WEBSITE 06/21/2020 45.00 111,795.82 07/01/2020 2020-21 Fiscal Year Begin 0.00 07/13/2020 AP INV THE HOME DEPOT #2754 ~ DDA BID 07/02/2020 42.34 42.34 07/23/2020 AP INV SPONSORSHIP FOR WATCH MUSKEGON PLAY 815 1,000.00 1,042.34 07/27/2020 AP INV SPI, Lakeshore Ethnic Dive - DAVE ALE 07/20/2020 65.00 1,107.34 08/10/2020 AP © INV WOWIE.CO- monthly website hosting fo 07/21/2020 45.00 1,152.34 08/31/2020 GJ JE SUMMER 2020 BID SERVICES 6342 24,050.00 25,202.34 09/08/2020 AP INV WOWIE.CO 08/21/2020 45.00 25,247.34 09/21/2020 AP INV GRAPHICS HOUSE- BID promotional item 09/09/2020 112.50 25,359.84 09/22/2020 AP INV BID SPECIAL ASSMT REPORT 2020 2020/04 400.00 25,759.84 09/22/2020 AP INV 2ND/PINAL CONTRIB TO “WATCH MUSKEGON 815 2ND PMT 1,000.00 26,759.84 10/05/2020 AP INV LOWES ~ Fire extinguishers & propane 09/26/2020 139.88 26,899.72 10/05/2020 AP INV LOWES - 2 firepit tables (BID budget 09/25/2020 858.00 27,757.72 10/05/2020 AP INV WOWIE.CO - Downtown Mkg monthly webs 09/21/2020 45.00 27, 802,72 10/06/2020 AP INV PETTY CASH PCC100620 203.88 28, 006.60 10/19/2020 AP INV THE ROME DEPOT #2754 -fuel/tank pure 10/06/2020 50.97 28,057.57 10/19/2020 AP INV FACEBK- ad boost (BID promotion) 10/09/2020 20.00 28,077.57 11/02/2020 AP INV HOLIDAYS IN THE CITY EVENT - WREATH 1-2888 200.00 28,277.57 11/02/2020 AP INV WOWIE.CO - monthly website hosting f 10/21/2020 45.00 28,322.57 11/18/2020 AP INV WEB AD (BID) 104425 4,365.00 32, 687.57 11/30/2020 AP INV WOWIE.CO - monthly website hosting £ 11/21/2020 45.00 32,732.57 11/30/2020 AP INV CUMULUS MUSKEGON - radio spots for H 11/20/2020 500.00 33, 232.57 12/09/2020 AP INV TREE-LIGHTING RECORDING/PRODUCTION/D MKGTRNOV20 500.00 33, 782<57 12/09/2020 AP INV DOWNTOWN CHRISTMAS DECORATIONS 0014 9,675.00 43,407.57 12/09/2020 AP INV TRAM ON SMALL BUSINESS SATURDAY (DOW TRAM 112820 350.00 43,757.57 12/15/2020 AP INV NOV 2020 SHOVELING (BID DISTRICT) 40694 225.00 43,982.57 12/15/2020 AP INV NOV 2020 SNOW PLOWING (BID DISTRICT) 40693 1,110.00 45,092.57 12/15/2020 AP INV DEC 2020 SHOVELING (BID DISTRICT) 40877 225.00 45,317.57 12/15/2020 AP INV DEC 2020 SNOWPLOWING (BID DISTRICT) 40878 1,110.00 46,427.57 12/15/2020 AP INV SNOWPLOWING 1144 3RD ST LOT 1 OF 2 ( 2445 2, 200.00 48,627.57 12/21/2020 AP INV HOLIDAYS IN THE CITY MEDIA ADS (BID 4216652882 700.00 49,327.57 12/28/2020 AP INV. MIBIZ / ENGINE - downtown Mkg monthl 12/10/2020 10.00 49,337.57 12/28/2020 AP INV WOWIE.CO ~ BID FEES 12/21/2020 45.00 49,382.57 12/28/2020 AP INV MORATS BAXERY ~ Holidays in the City 12/12/2020 320.00 49,702.57 12/31/2020 297-70803-5346 END BALANCE 49,702.57 Cumulative Net Debits and Credits: 123,891.87 0.00 123,891.87 01/01/2020 297-70803-5352 PUBLIC RELATIONS BEG. BALANCE 833.00 07/01/2020 2020-21 Fiscal Year Begin 0.00 12/31/2020 297-70803-5352 END BALANCE 0.00 Cumulative Net Debits and Credits: 0.00 0.00 0.00 TOTAL FOR DEPARTMENT 70803 DOWNTOWN MUSKEGON BID 123,091.87 U.UU TOTAL Expenditures 123,891.87 49,702.57 LS" Z0L‘6P LS*ZOL’6% 00°OLb’9T 0070 SHOIAUIS THOLOWYLNOD 9PES-ENBOL-LEZ SOTITT TORTI :eb dg T/T 02/18/2021 10:24 AM TRIAL BALANCE REPORT FOR CITY OF MUSKEGON Page: 1/1 User: GRANT DB: Muskegon PERIOD ENDING 12/31/2020 BALANCE 2020-21 END BALANCE GL NUMBER DESCRIPTION 12/31/2019 AMENDED BUDGET 12/31/2020 Fund 297 - DOWNTOWN MUSKEGON BID Assets Dept 00000 297-00000-1101 CASH IN BANK 100,132.97 77,442.76 Total Dept 00000 100,132.97 77,442.76 TOTAL ASSETS 100,132.97 77,442.76 Fund Equity Dept 00000 297-00000-3400 FUND BALANCE UNRESERVED 137,793.57 176,812.99 Total Dept 00000 137,793.57 176,812.99 TOTAL FUND EQUITY 1374 793-57 176,812.99 Revenues Dept 00000 297-00000-4161 SPECIAL ASSESSMENTS 464.40 0.00 0.00 297-00000-4970 INTEREST INCOME 314.52 0.00 332.34 Total Dept 00000 778.92 0.00 332.34 TOTAL REVENUES 7178.92 0.00 332.34 Expenditures Dept 70803 - DOWNTOWN MUSKEGON BID 297-70803-5346 CONTRACTUAL SERVICES 37,606.52 0,00 49,702.57 297-70803-5352 PUBLIC RELATIONS 833.00 0.00 0.00 297-70803-5903 OPER. TRANS TO DEBT SERVICE 0.00 0.00 50,000.00 Total Dept 70803 - DOWNTOWN MUSKEGON BID 38,439.52 0.00 99,702.57 TOTAL EXPENDITURES 38,439.52 0.00 99,702.57 Total Fund 297 - DOWNTOWN MUSKEGON BID TOTAL ASSETS 100,132.97 77,442.76 BEG. FUND BALANCE 137,,793557 176,812.99 + NET OF REVENUES & EXPENDITURES (37,660.60) (99,370.23) = ENDING FUND BALANCE 100,132.97 77,442.76 + LIABILITIES 0.00 0.00 TOTAL LIABILITIES AND FUND BALANCE 100,132.97 77,442.76 u Letter of Understanding City of Muskegon DPW and Muskegon Downtown Business Improvement District This is a Letter of Understanding between the Muskegon downtown Business Improvement District (BID) and city of Muskegon Department of Public Works (city) concerning landscaping in downtown Muskegon for the spring, summer and fall of 2020. City and BID officials will work together to provide superior service for the best presentation of downtown possible. The BID board voted in 2018 to accept the offer of the city of Muskegon to provide landscape services through the summer of 2020. This agreement continues those services through 2021. That offer excludes preparation and maintenance of the flower planters throughout the BID district. The planter work will be done for the BID by Barry’s Flower Shop of Muskegon for summer 2021. The city will perform the work below in the areas shown on the accompanying map on a time and material basis not to exceed $25,250. Note that that the agreement and price for 2021, like 2020, includes maintenance of new landscape areas in Midtown along Third Street from Muskegon to Merrill avenues. Scope of Work Lawn Fertilization/Weed Control - 4 fertilization applications on medians and terraces between Third Street and Terrace Street along Western Avenue o Spring (completed by June 1) o Early Summer (completed by July 30) o Late Summer (completed by September 30) co Fall/Winterized (completed by Nov. 30) - Atthe same time, apply liquid weed control to the service area including: o Cracks o Curb lines o Landscaping beds oc Along buildings oc Parking lots behind Russell Block & the Hines Building (parking area entered from Morris Avenue between Second and Third Streets). o Alcoa Celebration Square rock beds at First Street and West Western Avenue Spring Clean Up - Removal of lawn and landscaping area debris - Cut all ornamental grasses and annual plants to spring start height - Remove all day Lilly dead loss and cleanout beds - Removal all trash from landscaped beds, curbs, & open fields - Haul all yard waste from site - Clean-up of curb lines and dress property for appearance - Clean-up landscaping rocks (moving back into islands) in the parking lots behind the Hines Building & Russell Block Hardwood Mulch Installation & Bed Prep - Pull weeds, and remove all debris from bark beds - Install sod cut edge and prep all corners of landscaping beds - Haul and spread shredded hardwood bark 2” deep in beds on Western Avenue between Terrace and Third Streets, including around the Third/Western traffic circle. Trimming and Pruning - Trim & prune shrubs, bushes & trees to promote healthy growth and uniformity - Remove and dispose of trimming debris Fall cleanup - Leaf removal from plantings between Terrace Street and Third Street along West Western Avenue and in the Olthoff Stage area of Third Street between West Western and Clay avenues. Special Instructions Downtown Muskegon hosts several festivals thought out the summer, set up for these festivals begins on the following dates and efforts should be made to ensure regular maintenance doesn't interfere with event setup/activities. COVID-19 public health restrictions might force the cancellation of events for the summer of 2021. The city will turn off irrigation the day before the noted set-up start dates. Event Set-up Starts Event times Breakdown Parties in the Park Fridays 3-5 pm Summer Fridays 5-9 pm Same night Taste of Muskegon Thursday, June 17 June 18-19 11am-9pm Sunday, June 20 Lakeshore Art Festival Friday, June 25 June 26-27 10 am-6 pm Monday, June 28 Muskegon Rebel Road Wednesday, July 14 July 15-18 10 am-11 pm Monday, July 19 Dave Alexander, Downtown Development Authority and BID manager, will be the city’s contact concerning BID landscaping in downtown Muskegon. DPW Director Leo Evans or his designee will be the contact person for the city. On behalf of the city Department of Public Works: Date: Frank Peterson, Muskegon city manager On behalf of the downtown Muskegon Business Improvement District: Date: Bob Tarrant, BID board chair aie Dave Alexander From: dawn barry <barrysonline@yahoo.com> Sent: Friday, December 18, 2020 5:33 PM To: Dave Alexander Subject: Re: BID downtown planters Hi Dave, Ok the proposed total amount for 2021 would be $15,000.00 With this pay schedule: $2000. Due January 5 $2000. Due February 5 $3000. Due March 5 $3000. Due April 5 $3000. Due May 5 $2000. Due June 5 Let me know what you think. Happy Holidays! Thank you, Dawn Barry Barry's Flower Shop & Greenhouses 3000 Whitehall Rd. Muskegon, MI 49445 231-766-3031 fax: 231-766-3902 www.barrysgreenhouse.com On Thursday, December 10, 2020, 05:29:26 PM EST, Dave Alexander <dalexander@downtownmuskegon.org> wrote: Dawn: We were extremely pleased with what you folks did downtown this summer. | see a continuation of service for the summer of 2021 with the same number of planters. 1 Dave Alexander From: dawn barry <barrysonline@yahoo.com> Sent: Tuesday, December 29, 2020 8:16 AM To: Dave Alexander Subject: Re: BID downtown planters Hi Dave, This increase is mostly due to labor. Our costs of materials increases every year, but the biggest factor is labor. We are downtown 7 days a week maintaining the planters which is a big labor cost. Thank you, Dawn Barry Barrys Greenhouses Inc Sent from Yahoo Mail for iPad On Monday, December 21, 2020, 11:40 AM, Dave Alexander <dalexander@downtownmuskegon.org> wrote: Dawn: Last year | believe BID paid $13,485 for 72 planters. Were there any new planters added over the course of the summer? At $15,000 for the same number of planters, that is a 11 percent increase. | would need to justify that increase with the BID board. As for payment, the BID board meets again March 22. | will have to see how to handle payments before | get final approval. We might have to move our meeting into February. With February approval, | would pay you $4,000 up front. Your thoughts. To: BID board members From: Dave Alexander, BID manager gi Date: 2-18-21 ve 64 Re: No-interest loan advance to the Downtown Muskegon Social District Below is my latest update to the downtown establishments on the full launch of the Downtown Muskegon Social District this spring. Please see in your packet an explanation flyer and map of the district and its 22 establishments. The social district began the third week of September within a limited four blocks of Western Avenue. It has been operating every day since, 11 a.m.-11 p.m. With Muskegon City Commission action, the social district began with about a half dozen establishments. It now is moving toward 10 of the potential 22 licensed establishments having Michigan Liquor Control Commission Social District Permits. It is now time to engage the entire 12 blocks ofthe district from Eighth Street on the west to Pine and Clay on the east. | brought together an advisory group with Michael Brower of Pigeon Hill and Dan McKisson of the Delta. Also helping has been Tom Schultz ofTyler Sales and the staff of the Muskegon Lakeshore Chamber of Commerce. Each brings experience and insight into making the social district the best possible for downtown establishments and the community. Here is a brief outline of the proposal | would like to discuss at a Social District establishment meeting March 3 at 9 a.m. in the Delta ballroom: e The launch of the entire district would be during the week of April 12. Upgraded graphics on signs would mark the entire district's common area. e The stickers would be discontinued and the city would begin selling biodegradable cups for 35 cents apiece for the next year. Each establishment will need to brand the single-use cup with its own sticker/logo. e The best estimates are that should cover first-year costs of set up and operations estimated at $25,000. The cost is about a wash as to what initial establishments are paying for their own cups and current 25-cent city stickers. e The cost of the cups at 35 cents are estimated to generate about $36,000 a year. The estimate is that 700,000 drinks of all kinds are sold in the district in a typical year. Conservatively, it also is estimated that of those drinks 15 percent would be in a social district cup. e Atsuch projections, the basic costs would be covered and potentially a bit more. Any additional revenues can lower year two cup costs or with consensus of participating establishments could spend remaining dollars in the social district. Social districts upgrades could be public entertainment on the downtown stages, marketing or streetscape improvements such as winter fire features. The city is simply wanting to cover its costs. With your feedback, | will take the full launch proposal to the Muskegon City Commission work session Monday March 8 and then ask authorization on Tuesday March 9 to have the city front the social district $25,000. My request of the BID board is to give the city and downtown the option of using BID fund balance to cover the upfront costs of the Social District launch up to $25,000. The BID would be paid back in full interest free over time by the sale of the Social District cups. It would be anticipated that any BID funds used for the full launch would be paid back in 2021. If sales do not cover those costs this year, social district cup sales in 2022 would be used to make the BID whole. The city Finance Department might find another method of financing the upfront costs of the Social District and BID funds might not be needed. | am asking for authorization to provide the Finance Director that option. WELCOME TO THE Downtown Muskegon Social District sda The Downtown Muskegon Social District provides common areas in the downtown in which alcoholic beverages from participating establishments can be carried and consumed. Downtown establishments in conjunction with the City of Muskegon have created this district to provide a year-round, festival atmosphere in Downtown Muskegon. The Downtown Muskegon Social District operates year round, seven days a week from 11 AM - 11 PM ALCOHOL RULES Those 21 years and older can purchase an alcoholic beverage in a designated cup from a participating establishment and carry and consume in the district's common areas. DMSD alcoholic beverages may not be taken outside of common area boundaries marked by sidewalk signs. Alcoholic beverages purchased at one establishment cannot be taken into any other establishment. DMSD cups are not reusable. Outside alcoholic beverages may not be brought into the common areas. Drink responsibly and have fun. MUSKEGON DDA muskegon DOWNTOWN DEVELOPMENT AUTHORITY BUSINESS IMPROVEMENT DISTRICT www.shorelinecity.com s,auode>Ay %:=iponeesSAy MaUsiedyanawH Udputelya 4& p to: ujpoeblyans0igw asubleq jpBiundegs a9JoYuSjesWilg ABjunimap)g uqaiwpgLy Aa$,l4jeu0gq ySauosUe)Y SUx]! 0900006 000600800 0 600868 sjenboey INS210d aJpsy#feogl me V. ea is S. AS 5ASOy, is isuy v . STATE OF MICHIGAN DEPARTMENT OF LICENSING & REGULATORY AFFAIRS MICHIGAN ADMINISTRATIVE HEARING SYSTEM MICHIGAN TAX TRIBUNAL JANSKI LLC, Petitioner, v MTT DocketNo. PPN: 61-24-138-000-0104-00 CITY OF MUSKEGON, Respondent. Janet Thomas John C. Schrier (P36702) REDDY, THOMAS & ASSOCIATES PARMENTER LAW Attorneys for Petitioner Attorneys for Respondent 1065 Peck Street 601 Terrace Street, Suite 200 Muskegon, MI 49440 Muskegon, MI 49440 (231) 726-4823 (231) 722-5401 JOINT STIPULATION IN LIEU OF PETITION [Consent Judgement will be prepared by the Tribunal] 1. Property Parcel No.: 61-24-138-000-0104-00 2. The property identified above is real property. 3. The property identified above is classified as residential real property. 4. The subject property is located in the City of Muskegon, Muskegon County, at 297 W. Clay Avenue, Unit 104, Muskegon, Michigan, with the parcel number 61-24-138-000- 0104-00. 5. Atissue is the Downtown Bid 2020 Special Assessment levied by the City of Muskegon. 6. The Downtown Bid Special Assessment is a three-year Special Assessment levied commencing with the 2020 Winter Tax Bill. 7. The original Downtown Bid Special Assessment on the 2020 Winter Tax Bill was $2,265.12 per year for three years. 8. The amount-of the Downtown Bid Special Assessment commencing with the 2020 Winter Tax Bill are stipulated by the parties as $100.90 per year for three years. IT IS SO STIPULATED AND AGREED. DATED: January | , 2021 DATED: January [ 72, 2021 REDDY, THOMAS & ASSOCIATES PARMENTER LAW Attorneys for Petitioner Attorneys for oe By 14 XVea te By: wee Jafiet Thomas / John C. Schrier 1065 Peck Street 601 Terrace Street, Suite 200 Muskegon, MI 49440 Muskegon, MI 49440 (231) 726-4823 (231) 722-5401 STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS ORLENE HAWKS GOVERNOR LANSING DIRECTOR PROPERTY TAX APPEAL PETITION FORM SPECIAL ASSESSMENT Pursuant to Michigan Tax Tribunal Rule (TTR) 277(3), you MUST submit a copy of the notice giving rise to the appeal (e.g. a copy of the resolution confirming the special assessment roll) with this Small Claims Petition, if applicable. If you do not submit this document, you may be held In default. Section 1: Petitioner’s Contact Information First Name MA. Last Name/Company Name Dennis Northwestern Mill Real Estate, LLC Mailing Address (No., Street, P.O. Box or Rural Route) 820 Pine St Gity or Town State ZIP Code Muskegon MI 49442 Telephone Number Fax Number 231-727-8600 E-mail Address (do not enter unless you want MTT to send all correspondence via e-mail) mboelkins@frontier.com Section 2: Petitioner’s Atiotney/Authorized Representative’s Contact Information First Name Last Name Firm Name (if any) Address (No., Street, P.O. Box or Rural Route) City or Town State ZIP Code Telephone Number Fax Number E-mail Address (co not enter unless you want MTT to send all correspondence via e-mail) STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS ORLENE HAWKS GOVERNOR LANSING DIRECTOR Section 3: Subject Property Information How many if you are appealing more than one parcel, are they contiguous or adjoining? parcels are you | [4 yes* [] No [] NIA appealing? Hf yes, use the attached multiple parcel form for information regarding any contiguous parcels. *4F no, you must file separate appeals for each non-contiguous or non-adjoining parcel or you will be defaulted. Properly Addresa (No., Street, City, ST, ZIP) [if multiple, fist first property's address] 820 Pine St, Muskegon, Mi 49442, 66 W. Webster Ave., Muskegon, Mi 49442, 824 Pine St., Muskegon, MI 49442, 813 Pine St, Muskegon, MI 49442 Parcel identification Number(s): 61-24-205-177-0007-00, 61-24-205-176-0012-00, 61-24-205-176-0013-00, 61-24-205-176-0015-00 Taxing Authority (City or Township) Gounty Muskegon Muskegon Section 4: Explain the Reason for this Appeal We have opposed the Business Improvement District (BID) assessment since its' inception. The purpose of this tax is to promote retail business and draw people to the downtown again. This tax is not a benefit to our business as we are not a retail store. 95% of our business is conducted with other businesses so we do not have typical retail shoppers, which is what this assessment was intended to benefit. Our business has been in the same downtown location since 1945. The city has decided to try to revive the downtown area and has included our block of Pine Street in their district, which is on the outer boundary of this district. The last assessment was put in place in 2017 for a 3 year period (2018-2020). At that time, we were assessed as a class “A” property at a rate of $.08sq.ft. That assessment was appealed and agreed by the tax tribunal that we are not a retail entity and should be classified as a "B" property. This reduced our tax rate to $.04sq.ft. Even though we do not feel we should be assessed this tax at all, this rate was eventually agreed to by all parties. Section 5: Jurisdictional Issues Did you protest the spectal assessment at the hearing held to confirm the special assessment roll? Yes im] No If Yes, what was the date of the hearing held to confirm the special assessment roll? Oct. 13, 2020 Hf No, explain: Fee Information: A fee of $100.00 is required for the filling of a Special Assessment Appeal. Signature ‘requires ist (/ Ppt “alhn Petitioned br Attorney/Authorized,Representative’s Signature: U STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS ORLENE HAWKS GOVERNOR DIRECTOR LANSING PROPERTY TAX APPEAL ANSWER FORM SPECIAL ASSESSMENT MOAHR DOCKET NO. 20-004854 Pursuant to Michigan Tax Tribunal Rule (TTR) 277(3), you MUST submit a copy of the notice giving rise to the appeal (e.g. the special assessment confirmation roll) with this Small Claims Answer if applicable. If you do not submit this document, you may be held in default. Section 1: Respondent’s Contact Information Unit of Government: CITY OF MUSKEGON Section 2: Respondent’s Attorney/Authorized Representative’s Contact Information First Name MI. Last Name DAVID R. BECKER Firm Name (if any) Address (No., Street, P.O. Box or Rural Route) 173 E, APPLE AVENUE, SUITE 201 City or Town State ZIP Code MUSKEGON MI 49442 Telephone Number Fax Number 231.724.6153 231.724.1129 E-mail Address (do not enter unless you want MTT to send all correspondence via e-mail) BECKERDA@CO.MUSKEGON.MI.US Section 3: Subject Property Information Parcel Identification Number(s): 24-205-177-0007-00 24-205-176-0012-00 24-205- 176-0013-00 24-205-176-0015-00 If multiple parcels are being appealed are they contiguous or adjoining? Yes [1 no [Na Taxing Authority (City or Township) County CITY OF MUSKEGON - BUSINESS IMPROVEMENT DISTRICT MUSKEGON STATE OF MICHIGAN GRETCHEN WHITMER DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS ORLENE HAWKS GOVERNOR LANSING DIRECTOR Section 4: Explain Your Answer to this Appeal THE DOWNTOWN MUSKEGON BUSINESS IMPROVEMENT DISTRICT WAS CREATED TO PROMOTE ECONOMIC DEVELOPMENT IN DOWNTOWN MUSKEGON AND TO ENHANCE SERVICES TO EXISTING BUSINESSES LOCATED IN DOWNTOWN MUSKEGON THROUGH MARKETING ACTIVITIES, COMMON AREA MAINTENANCE AND BEAUTIFICATION. THE BUSINESS IMPROVEMENT DISTRICT (BID) IS REPRESENTED BY A SEVEN MEMBER BOARD OF DIRECTORS CONSISTING OF SIX LOCAL BUSINESS OWNERS AND ONE REPRESENTATIVE FROM THE CITY OF MUSKEGON STAFF. PUBLIC HEARINGS WERE HELD AND THIS BOARD VOTED OVERWHELMINGLY TO APPROVE THE BID PLAN AS IT WAS ADOPTED FOR THE 2021, 2022 AND 2023 ASSESSMENT YEARS. Section 5: Jurisdictional Issues Did Petitioner protest the special assessment at the hearing held to confirm the special assessment roll? [7] Yes oO No What was the date of the hearing held to confirm the special assessment roll? JULY 27, 2020 How many years is the special assessment being levied? What is the total amount of the special assessment being levied (per parcel)? 3 YEARS 418.17 1,044.24 6,377.19 1,362.24 What is the basis for the special assessment? Identify the applicable statutory provision. THE DOWNTOWN MUSKEGON BID WAS CREATING CONSISTENT WITH STATE OF MICHIGAN ENABLING LEGISLATION ACT NO. 120 OF THE PUBLIC ACTS OF 1961. Signature ‘Required Respondent or Attorney/Authorized Representative’s Signature: David R. Becker Ist
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