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CITY OF MUSKEGON
LAKESIDE BUSINESS IMPROVEMENT DISTRICT-
CORRIDOR IMPROVEMENT AUTHORITY
BOARD MEETING
DATE OF MEETING: May 17, 2023
TIME OF MEETING: 9:00 a.m.
PLACE OF MEETING: City Hall Room 204, 933 Terrace St, Muskegon, MI
AGENDA
I. Roll Call
II. BID financial statements, 4-30-23
III. Lakeside BID renewal- Approval of final documents
IV. Christmas Decoration- Light poles
V. Report from the Lakeside District Association
VI. Adjourn
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OF ITS COMMITTEES OR SUBCOMMITTEES
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then receive a zoom link which will allow them to watch live and give comment. Contact information is below.
For more details, please visit: www.shorelinecity.com
The City of Muskegon will provide necessary reasonable auxiliary aids and services, such as signers for the hearing
impaired and audio tapes of printed materials being considered at the meeting, to individuals with disabilities who
want to attend the meeting, 24- hour notice to the City of Muskegon. Individuals with disabilities requiring auxiliary
aids or services should contact the City of Muskegon by writing or calling the following:
Ann Marie Cummings, City Clerk at 933 Terrace Street, Muskegon, MI 49440 or by calling (231) 724-6705 or TTY/
TDD: Dial 7-1-1 and request that representative dial 231-724-6705
05/15/2023 08:14 AM GL ACTIVITY REPORT FOR CITY OF MUSKEGON Page: 1/2
User: jessica.rabe
DB: Muskegon TRANSACTIONS FROM 01/01/2023 TO 04/30/2023
Date JNL Type Description Reference # Debits Credits Balance
Fund 286 LAKESIDE BID
Assets
Department 000
Unclassified
01/01/2023 286-000-001 CASH IN BANK BEG. BALANCE 33,057.64
01/06/2023
01/06/2023 CD CHK ELITE INTEGRATED PEST MANAGEMENT 30359(A) 13,440.00 19,617.64
01/27/2023 CD CHK PREFERRED LAWN CARE & SNOW PLOWING 545627 975.00 18,642.64
01/31/2023 GJ JE INTEREST ON INVESTMENTS 8667 10.77 18,653.41
Total for Jan 10.77 14,415.00
02/10/2023
02/10/2023 CD CHK HARBOR HOUSE PUBLISHERS 545672 875.00 17,778.41
02/14/2023 GJ JE INTEREST ON INVESTMENTS 8660 16.11 17,794.52
02/14/2023 GJ JE TO REVERSE MANUAL JOURNAL ENTRY: 8660 8664 16.11 17,778.41
02/28/2023 GJ JE INTEREST ON INVESTMENTS 8789 7.59 17,786.00
Total for Feb 23.70 891.11
04/30/2023 286-000-001 END BALANCE 34.47 15,306.11 17,786.00
UNCLASSIFIED: Unclassified 34.47 15,306.11 17,786.00
TOTAL FOR DEPARTMENT 000 34.47 15,306.11
TOTAL Assets 34.47 15,306.11 17,786.00
Liabilities
Department 000
Unclassified
01/01/2023 286-000-202 ACCOUNTS PAYABLE BEG. BALANCE 0.00
01/03/2023
01/03/2023 AP INV LAKESIDE BID SECOND AND FINAL SNOW REMOV 2309 13,440.00 (13,440.00)
01/06/2023 CD CHK ELITE INTEGRATED PEST MANAGEMENT 30359(A) 13,440.00 0.00
01/12/2023 AP INV LAKESIDE BID CHRISTMAS DECORATIONS 43816 975.00 (975.00)
01/27/2023 CD CHK PREFERRED LAWN CARE & SNOW PLOWING 545627 975.00 0.00
01/31/2023 AP INV LAKESIDE BID VISITOR GUIDE 2023 MUS31128 875.00 (875.00)
Total for Jan 14,415.00 15,290.00
02/10/2023
02/10/2023 CD CHK HARBOR HOUSE PUBLISHERS 545672 875.00 0.00
Total for Feb 875.00
04/30/2023 286-000-202 END BALANCE 15,290.00 15,290.00 0.00
UNCLASSIFIED: Unclassified 15,290.00 15,290.00 0.00
TOTAL FOR DEPARTMENT 000 15,290.00 15,290.00
TOTAL Liabilities 15,290.00 15,290.00 0.00
Fund Equity
Department 000
Unclassified
01/01/2023 286-000-399 FUND BALANCE UNRESERVED BEG. BALANCE (45,790.88)
04/30/2023 286-000-399 END BALANCE 0.00 0.00 (45,790.88)
UNCLASSIFIED: Unclassified (45,790.88)
TOTAL FOR DEPARTMENT 000
TOTAL Fund Equity (45,790.88)
Revenues
Department 000
TAXES & SPECIAL ASSESSMENTS
01/01/2023 286-000-451 SPECIAL ASSESSMENTS BEG. BALANCE (1,838.24)
04/30/2023 286-000-451 END BALANCE 0.00 0.00 (1,838.24)
4100: TAXES & SPECIAL ASSESSMENTS (1,838.24)
FINES & PENALTIES
01/01/2023 286-000-665-004970 INTEREST INCOME BEG. BALANCE (111.42)
01/31/2023
05/15/2023 08:14 AM GL ACTIVITY REPORT FOR CITY OF MUSKEGON Page: 2/2
User: jessica.rabe
DB: Muskegon TRANSACTIONS FROM 01/01/2023 TO 04/30/2023
Date JNL Type Description Reference # Debits Credits Balance
286-000-665-004970 INTEREST INCOME (Continued)
01/31/2023 GJ JE INTEREST ON INVESTMENTS 8667 10.77 (122.19)
Total for Jan 10.77
02/14/2023
02/14/2023 GJ JE INTEREST ON INVESTMENTS 8660 16.11 (138.30)
02/14/2023 GJ JE TO REVERSE MANUAL JOURNAL ENTRY: 8660 8664 16.11 (122.19)
02/28/2023 GJ JE INTEREST ON INVESTMENTS 8789 7.59 (129.78)
Total for Feb 16.11 23.70
04/30/2023 286-000-665-004970 END BALANCE 16.11 34.47 (129.78)
4700: FINES & PENALTIES 16.11 34.47 (129.78)
LICENSES & PERMITS
01/01/2023 286-000-684 MISC. & SUNDRY BEG. BALANCE (4,593.00)
04/30/2023 286-000-684 END BALANCE 0.00 0.00 (4,593.00)
4200: LICENSES & PERMITS (4,593.00)
TOTAL FOR DEPARTMENT 000 16.11 34.47
TOTAL Revenues 16.11 34.47 (6,561.02)
Expenditures
Department 704 LAKESIDE BID
CONTRACTUAL SERVICES
01/01/2023 286-704-801 CONTRACTUAL SERVICES BEG. BALANCE 19,275.90
01/03/2023
01/03/2023 AP INV LAKESIDE BID SECOND AND FINAL SNOW REMOV 2309 13,440.00 32,715.90
01/12/2023 AP INV LAKESIDE BID CHRISTMAS DECORATIONS 43816 975.00 33,690.90
01/31/2023 AP INV LAKESIDE BID VISITOR GUIDE 2023 MUS31128 875.00 34,565.90
Total for Jan 15,290.00
04/30/2023 286-704-801 END BALANCE 15,290.00 0.00 34,565.90
5300: CONTRACTUAL SERVICES 15,290.00 34,565.90
TOTAL FOR DEPARTMENT 704 LAKESIDE BID 15,290.00 0.00
TOTAL Expenditures 15,290.00 34,565.90
TOTAL FOR FUND 286 LAKESIDE BID 30,630.58 30,630.58 0.00
To: BID board members
From: Contessa Alexander, Development Analyst
Re: 3-year renewal recommendation
Date: 5-17-23
Board members:
Please find in your agenda packet on this item:
1. A introduction letter that goes out with the notice of special assessment
2. The special assessment explanation and vote
3. The budget/work plan and vote
4. The BID map showing the two past districts and the proposed 2024-26 district in RED
5. The special assessment roll
We are at a point now of making a final recommendation to the city commission. Any motion
would need to address these issues with your current consensus listed:
1. District boundaries: As shown on map
2. Special assessment timeframe: Three years 2024-2026
3. Special assessment rates: 4 cents/sf and 2 cents/sf capped at $1,600
4. Specific special assessments: Per the assessment roll
5. How to be assessed: Winter property tax bills
6. A recommendation of this being the final three years of the BID
A separate motion would needed:
1. How will the funds be spent: Per budget and work plan
If approved, the next steps would be:
1. Gather the materials for the county’s Benefit Analysis and letter of certifying need.
2. Put the documents into a renewal plan and make an initial presentation at a city
commission work session.
3. Establish two public hearings on the district and the tax roll for commission meetings in
August and September.
4. Send out the special assessment notice and ability of property owners to vote their
support or objection.
5. Have the commission take final action by Oct. 31 for assessments on the 2023 winter tax
bills
To our Downtown Muskegon neighbors:
The City of Muskegon in conjunction with Lakeside stakeholders is proposing to renew
the Lakeside Business Improvement District (BID) assessment for three more years,
starting in January of 2024. The BID board -- appointed by the Muskegon City
Commission of BID assessment paying property owners – is recommending this renewal.
Funds from the BID assessments from 2021-2023 have enabled us to pay for many items
which improved the Lakeside business district which include the following: snow
removal from sidewalks; Christmas decorations and holiday tree lighting, landscaping
and maintenance; Lakeside events; advertisement in the Visitors Guide and Lake Hawks
basketball hoops.
It is so important that we continue supporting these much-needed services in Lakeside
so that we can continue to preserve the value of our district. Lakeside has never looked
so good and we should continue to keep this positivity going! This is not the time to back
off on supporting downtown but instead continuing to support continued growth. We
are asking you to help keep this momentum by supporting the BID district for 2024-2026
at a reduced special assessment rate.
Please review the enclosed letter for details, including your proposed assessment
amount. The Lakeside BID Board has proposed a significant reduction in the district
footprint to better align with downtown benefits, reducing the assessment rates and a
continued budget and work plan to reflect the district. The 2024-2026 BID documents,
including the Benefit Analysis Summary, can be viewed in the Clerk’s Office on the first
floor at City Hall, or on the City’s website at www.shorelinecity.com.
Sincerely,
Contessa Alexander
Contessa Alexander
City of Muskegon
Development Analyst
2024-2026 Assessment
From: Contessa Alexander, BID-CIA staff
Date: May 17, 2023
To: Muskegon City Clerk/City Commission
From: Lakeside Business Improvement District Board
Overview:
The three-year Lakeside Business Improvement District special assessment district
ends on Dec. 31, 2023. It has been successful in providing an essential service in
sidewalk snow removal, allowing for a transition from the Lakeside District
Association to the Corridor Improvement Authority and establishing a future of
quality public services to a critical commercial district between downtown and
the beach.
As time goes on, the CIA’s tax increment financing revenues will grow to replace
the BID revenues. The Lakeside Business Improvement District Board
recommends that the BID be renewed for a final three years, 2024-2026 so as to
complete the transition to the CIA, continuing with current district boundaries,
placing the special assessments on the winter tax bills and recommending that
this be the final BID renewal request.
The rate based upon square footage of land of the assessed commercial
properties, Lakeside BID recommends 2 cents the established rate for industrial,
automotive and utility properties that do not gain as much benefit from the
district as the other commercial uses. The Lakeside BID recommends a 4-cent rate
for the next three years based upon financial analysis of revenues and
expenditures. Based upon conservative assumptions, the recommended rate
maintains current services and discretionary funds for the three years, offers a 20
percent reduction in special assessments and puts the CIA in a position to
continue current services in 2027 and beyond.
2024 - 2026 Assessments:
- “Class A” Properties, as defined in the BID Bylaws, shall be assessed
annually assessment of $0.04/sf with no assessment to exceed $1,600.
Contiguous properties with the same use and same owner shall be assessed
as one property. Property lot size on record with the City Assessor shall be
used in determining the square footage of properties.
- “Class B” properties as defined in the BID Bylaws be assessed annually
assessment of $0.02/sf with no assessment to exceed $1600. Contiguous
properties with the same use and same owner shall be assessed as one
property. Property lot size on record with the City Assessor shall be used in
determining the square footage of properties.
- Based on this assessment structure, approximately $21,334.04 will be
expected to support services for businesses and property owners within the
Lakeside BID during 2024-2026.
- The assessment shall be placed on the 2024, 2025 and 2026 winter
property tax bills. This is the final special assessment the BID is
recommending.
- The 2024-2026 Lakeside BID district, assessment rolls and collection
methods were discussed at Lakeside BID Board meetings on April 12, 2023
and May 17, 2023. A resolution supporting the above recommendation was
voted on at the May 17, 2023 Lakeside BID Board meeting. The vote result
was as follows:
2024-26 BID Recommendation Vote:
Member Yes No Abstention Motion/Support Absent
Chair Mark
Flermoen
Melanie Lyonnais
Ron Jenkins
Louise Hopson
Kathy Fearnley
Dick Ghezzi
Andrea Chambers
Allen Serio
Jonathan Seyferth
Lakeside Business Improvement District
Budget Recommendation & Explanation
Date: May 17, 2023
To: Muskegon City Clerk/City Commission
From: Lakeside Business Improvement District Board
Budget Recommendation:
This is a proposed budget for the Lakeside Business Improvement District for 2024-2026.
Based on a two-tier assessment where “Class A” Properties pay $0.04/sf annually and “Class B”
Properties pay $0.02/sf annually the Lakeside BID can expect to generate $21,334.04 during
2024. Property special assessments are capped at $1,600.
Proposed 2024-2026 BID budgets
2023 BID Estimated Fund Balance $22,271.00
2024 Revenues
2024 BID Special Assessments $21,334.04
2024 Estimated CIA Revenues $10,538.00
Total Revenues $31,869.04
2024 Expenditures
Snow removal ($26,880.00)
Landscaping ($500.00)
Marketing, promotion, events ($1,000.00)
Holiday Decorations/ Streetscape ($3,500.00)
*Contingency Not included
Total ($31,880.00)
2024 BID Estimated Fund Balance $22,263.04
Budget Explanation:
Snow removal: This is the largest item. Sidewalk snow removal current contract with Berry
Ghezzi is in place for 2023-2024 and will be reviewed for the final two years.
Landscaping: Materials to be provided for volunteer work.
Marketing, promotion, events: The BID will have enough in this line item or the fund balance to
assist for a summer or fall event.
Holiday Decorations/ Streetscape: The BID will consider tree lighting and pole decorating for the
holiday season.
The 2024-2026 BID budget and work plan was approved by a vote of the BID Board on May 17,
2023. The BID board vote results were:
2024 BID Budget Vote: Recommendation Approved:
Member Yes No Abstention Motion/Support Absent
Chair Mark Flermoen
Melanie Lyonnais
Ron Jenkins
Louise Hopson
Kathy Fearnley
Dick Ghezzi
Andrea Chambers
Allen Serio
Jonathan Seyferth
LAKESIDE BID MAP
_ADDRESS SF per assessing OWNER_NAME1 Assessment Amount 4 cents Class
1950 LAKESHORE DR 15060.5 1950 LAKESHORE DRIVE LLC 602.42 A
1983 LAKESHORE DR 13171.88 1983 LAKESHORE LLC 526.8752 A
1888 LAKESHORE DR ALDERINK SHANNA 0
1742 LAKESHORE DR BAESSLER LAURI J 0
2353 LAKESHORE DR BILLINGSLEY COLLIN 0
2159 LAKESHORE DR BISHOP TODD/JANET 0
2211 LAKESHORE DR BISSON MARY J 0
2445 LAKESHORE DR 8712.00 BLAKE TOM/EVANS BLAKE 348.48 A
2205 LAKESHORE DR BODMAN NILS/NADJI M/BUIKEMA LESLIE 0
2155 LAKESHORE DR BROCK CHRISTOPHER J 0
1991 LAKESHORE DR 40617.80 BTBG INVESTMENTS LLC 1600 A
2133 LAKESHORE DR BURLINGAME DANIEL 0
2085 LAKESHORE DR BVF PROPERTIES LLC 0
1700 LAKESHORE DR 26400.00 C & C MANAGEMENT GROUP INC 1056 A
2182 LAKESHORE DR 37644.29 CENTRAL PAPER EMPLOYEES FCU 1505.7716 A
2123 LAKESHORE DR CHRIS COLLINS RENTALS LLC 0
2117 LAKESHORE DR COLLINS CHRISTOPHER TRUST ET AL 0
1794 LAKESHORE DR 19694.80 CROW INVESTMENTS LLC 1600 A
1786 LAKESHORE DR 6210.00 CROW INVESTMENTS LLC 248.4 A
1756 LAKESHORE DR 19800.00 RAANS PROPERTIES LLC 792 A
2034 LAKESHORE DR 10767.00 DOOM TREVOR 215.34 B
2471 LAKESHORE DR DOUGLAS STEVEN M/EVE E 0
2437 LAKESHORE DR DOYLE PATRICK M 0
1930 LAKESHORE DR 18144.00 FELINSKI BILL W TRUST 725.76 A
1878 LAKESHORE DR FGA LLC 0
2130 LAKESHORE DR FONNER ADAM M 0
2054 LAKESHORE DR 8600.00 FUNK EDWARD W TRUST 172 B
1732 LAKESHORE DR 8750.00 GARRETT LORIL 350 A
2020 LAKESHORE DR 6675.23 GAWKOWSKI PROPERTIES LAKESHORE LLC 267.0092 A
2043 LAKESHORE DR GHEZZI RICHARD 0
2017 LAKESHORE DR 8170.80 GHEZZI RICHARD A ESTATE 326.832 A
1812 LAKESHORE DR 19386.00 GHEZZI RICHARD A ESTATE 775.44 A
1937 LAKESHORE DR 9529.00 GHEZZI RICHARD P 381.16 A
2055 LAKESHORE DR GHEZZI TRAVIS R 0
2033 LAKESHORE DR 7425.00 GHEZZI TRAVIS R 297 A
1904 LAKESHORE DR GOFF ROBERT SR/SHAWN L 0
1629 LAKESHORE DR GOULET ZACHARY T 0
2341 LAKESHORE DR 7700.00 H2O ENTERPRISES LLC 308 A
2349 LAKESHORE DR HAMEL TROY S/CHRISTINE 0
2144 LAKESHORE DR HAMMERLE WENDI 0
2075 LAKESHORE DR HASSALEVRIS JASON 0
2235 LAKESHORE DR HENDRICKSON EDWIN L/DEBRA B 0
2257 LAKESHORE DR HICKS ANGELA 0
2333 LAKESHORE DR HYSO KLAID 0
1716 LAKESHORE DR JOHNSON BRIAN/DEBORAH 0
2355 LAKESHORE DR KENDRA JOHN 0
1883 LAKESHORE DR 7078.00 KORNDORFER PAUL R 283.12 A
1891 LAKESHORE DR 7407.00 KORNDORFER PAUL R 296.28 A
1830 LAKESHORE DR KUBON NANCY ET AL 0
1777 LAKESHORE DR LAKESIDE VETERANS CLUB 0
2116 LAKESHORE DR LANGE RAYMOND A JR/LANGE SCOTT A 0
1605 LAKESHORE DR LARSON ALEXANDRIA 0
2465 LAKESHORE DR 16665.00 M J BLAIS LLC 666.6 A
1637 LAKESHORE DR MCCABE JAMES F 0
2245 LAKESHORE DR MCCALL WENDY 0
1905 LAKESHORE DR MERLONE PROPERTIES LLC 0
2160 LAKESHORE DR MICHAEL MORSE 0
2565 LAKESHORE DR 39275.00 MOJI INC 1571 A
1763 LAKESHORE DR MUSKEGON RECREATION CLUB 0
1824 LAKESHORE DR NYE DONALD H ESTATE 0
1864 LAKESHORE DR 13600.00 PPJ INVESTMENTS LLC 544 A
2463 LAKESHORE DR PRIVACKY FRANK/SHENK LINDA J 0
2125 LAKESHORE DR RASEY JOHN R/TAMMY 0
1910 LAKESHORE DR SAND DOCK PROPERTIES LLC 0
1623 LAKESHORE DR SCHWING PAUL D 0
2223 LAKESHORE DR SEIFERT KURT 0
1920 LAKESHORE DR 344124.00 SHM GREAT LAKES LLC 1600 A
2080 LAKESHORE DR 16920.00 SHORELINE SERVICE INC 676.8 A
1724 LAKESHORE DR SIEDLECKI TERESA M 0
1896 LAKESHORE DR SIMON ADAM L/JENNIFER A 0
2143 LAKESHORE DR SLAGH DAVID A/ANDREA M 0
2063 LAKESHORE DR STEINBACH & STEINBACH LLC 0
2009 LAKESHORE DR 5321.00 STEINBACH JOHN E ET AL 212.84 A
1899 LAKESHORE DR STRYCHAR KEVIN B 0
2167 LAKESHORE DR 3825.00 SWARVAR DANIEL C 153 A
2173 LAKESHORE DR 4165.00 SWARVAR DANIEL C 166.6 A
2187 LAKESHORE DR 10795.00 SWARVAR DANIEL C 431.8 A
2124 LAKESHORE DR TEICHMER SCOTT R 0
2447 LAKESHORE DR THOMAS ROBERT 0
1945 LAKESHORE DR 5445.00 THORSEN SHEILA P TRUST 217.8 A
1748 LAKESHORE DR THORSEN SHEILA TRUST 0
1953 LAKESHORE DR 8170.80 TOP FLIGHT LLC 326.832 A
2136 LAKESHORE DR VANLENTE MARSHA 0
1831 LAKESHORE DR 12556.00 VERIZON INC (FRONTIER COMMUNICATIONS) 251.12 B
1927 LAKESHORE DR 9529.00 VF VENTURES LLC 381.16 A
1845 LAKESHORE DR 19272.00 VF VENTURES LLC 770.88 A
2111 LAKESHORE DR WASHINGTON JONATHAN/WALLACE LAPOLIA 0
1595 LAKESHORE DR 8976.00 WASSERMAN PROPERTY COMPANY LLC 359.04 A
1965 LAKESHORE DR 8167.00 WILLIAM J GIBNER LLC 326.68 A
2152 LAKESHORE DR YOUNTS MARK A/KATHYRN L 0
$21,334.04
Square footage assessed: 833749.1
Assessment amount
Class Amt per s/f
A 0.04
B 0.02
Expenses 2024
Sidewalk Snow Removal $ 26,880.00
Marketing/ Events $ 1,000.00
Holiday Decorations/ Streetscape $ 3,500.00
Landscaping $ 500.00
Total $ 31,880.00
*contingency not included
Assessment at 4 cents
2024 Revenues Expenses
Left over from previous year $ 22,271.00 $ 31,880.00
CIA $ 10,538.00
Special Assessment $ 21,334.04
Total Revenue $ 54,143.04 $ 22,263.04
2025
Left over from pervious year $ 22,901.50 $ 33,474.00 *Includes 5% increase
CIA $ 13,663.00
Special Assessment $ 21,334.04
Total Revenue $ 57,898.54 $ 24,424.54
2026
Left over from pervious year $ 25,063.00 $ 35,147.70 *Includes 5% increase
CIA $ 16,850.00
Special Assessment $ 21,334.04
Total Revenue $ 63,247.04 $ 28,099.34
2027 (No BID)
Left over from pervious year $ 28,099.34 $ 36,905.09 *Includes 5% increase
CIA $ 20,102.00
Total Revenue $ 48,201.34 $ 11,296.26
Downtown Muskegon Business Improvement District
Three-Year Renewal Process
• The BID board unanimously recommended the BID renewal for
three years 2023-2026 at its April 12, 2023 meeting.
• The Muskegon City Commission must conduct two public hearings
and take two affirmative votes by Oct. 31 to have the proposed
special assessments on the winter tax bill in 2023.
• All of the needed renewal documentation was sent to City
Assessor David Becker at the Muskegon County Equalization
Bureau for a needed benefit analysis letter. That letter should be
provided the city by Aug. 14.
• Contessa Alexander will provide a BID update, the renewal
recommendation and overview of the process for the Muskegon
City Commission at the Aug. 10 work session.
• The two public hearings would be Sept. 8 to approve the district
and the assessment rate and Oct. 13 to approve the special
assessment roll.
• For the Sept. 8 public hearing there needs to be two notices
placed in The Chronicle Sundays Aug. 16 and Aug. 23.
• For the Sept. 8 public hearing, a notice of the public hearing to
property owners needs to be mailed by Aug. 28.
• For the Oct. 13 public hearing there needs to be two notices
placed in The Chronicle Sundays Sept. 20 and Sept. 27.
• For the Oct. 13 public hearing, a notice of the public hearing to
property owners mailed by Oct. 2.
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