Agenda Item D.1
CONSENT CALENDAR
Meeting Date: April 19, 2022
TO: Mayor and Councilmembers
FROM: Michelle Greene, City Manager
CONTACT: Ryan Kintz, Assistant to the City Manager
SUBJECT: Renewal of the Santa Barbara South Coast Tourism Business Improvement District
RECOMMENDATION:
Adopt Resolution No. 22-__, entitled “ A Resolution of the City Council of the City of Goleta, California, Granting Consent to the City of Santa Barbara to Renew the Santa Barbara South Coast Tourism Business Improvement District.”
BACKGROUND:
The Santa Barbara South Coast Tourism Business Improvement District (SBSCTBID) is a benefit assessment district that has proposed to renew and adjust a revenue source to help fund advertising and public relations, sales, local destination marketing, and related administration and policy development programs for Santa Barbara South Coast lodging businesses. This approach has been used successfully in other destination areas throughout the state to improve tourism and dr ive additional room nights to assessed lodging businesses.
Lodging business owners (payors) decided to pursue renewal of the SBSCTBID in order to continue a revenue source devoted to marketing Santa Barbara South Coast as a tourist, meeting and event des tination. The Tourism Business Improvement District (TBID) assessment will be converted to a new 2% fixed rate for all operators, replacing the current tiered system ($1.10 to $7.70 per night). A majority of the stakeholders (business entities responsible for the TBID assessment) within the SBSCTBID saw this as a more equitable model to all lodging categories and believe this will be more efficient for aligning TBID revenue with changes in lodging gross rooms revenue. If renewed, the TBID would generate approximately $ 8,239,702 on an annual basis for promotion of travel and tourism specific to the Santa Barbara South Coast.
The Current SBSCTBID was approved in December of 2019 to have a four year and eleven month term, beginning February 1, 2020 through December 31, 2024. Visit Santa Barbara (VSB) serves as the Owners’ Association which manages funds and implements 1 Meeting Date: April 19, 2022
programs in accordance with a Management District Plan (MDP) and provides annual reports to Goleta’s City Council and other participating agencies including the City of Santa Barbara and Santa Barbara County . Under the current SBSCTBID, each lodging business is assessed between $1.10 to $7.70 per night based on their property’s average daily rate. Currently, a hypothetical hotel with rates of $2,000 per night would be assessed $7.70 (effectively a 0.4% rate). Meanwhile, a smaller hotel whose rates are $300 per night would be assessed $6.60 per night (effectively a 2.2% rate). As of March 22, 2022, 85% of Goleta lodging businesses support this proposed renewal and agree that converting to a fixed 2% assessment will be a more equitable model. This would also mirror the structure and rate used in the vast majority of other TBIDs in California, improving the region’s competitive position. Table 1 below provides a competitive analysis of some of the region’s top competitors and their TBID assessment amount.
Table 1: Competitive Analysis
DMO Rooms TBID Assessment Total Revenue (All
Sources)
San Diego 38,000 2% $41.2 million
Greater Palm Springs 16,000 3% $18.8 million
Santa Barbara South Coast 5,100 2% $9.8 million
Sonoma County 7,500 2% $8 million
San Luis Obispo Count 10,000 1.5% plus local $7.7 million Huntington Beach 2,500 4% $7 million
Monterey County 12,000 $0.50 to $2.50/night $6.8 million Newport Beach 3,000 3% $6.7 million
Napa Valley 5,200 2% $6 million
Santa Ynez Valley 2,000 $3.00/night $1.3 million
*Some destinations report ongoing discussions to increase their assessments.
The SBSCTBID is designed to provide specific benefits directly to the SBSCTBID assessed lodging businesses by increasing room night sales. It is intended that destination marketing, sales and destination improvement programs and related administration and policy development programs will increase overnight tourism and market the SBSCTBID assessed lodging businesses as tourist, meeting and event destinations, thereby increasing room night sales. Local destination marketing for Goleta, Montecito and/or Summerland will continue to be a priority for Visit Santa Barbara and is called out in the Management District Plan dated March 3, 2022 (Attachment 1). The new plan allows greater flexibility for a wide range of alternatives for promotion of Goleta. The Property and Business Improvement District Law of 1994 requires that all TBID programs benefit payors proportionately.
The Renewed SBSCTBID will continue to include the cities of Santa Barbara and Goleta, and portions of unincorporated southern Santa Barbara County. Only lodging businesses within the SBSCTBID boundary will be subject to the SBSCTBID assessment. The SBSCTBID was created in 2011 with the City of Santa Barbara as the lead jurisdiction for the district. The City of Goleta still has ultimate authority over whether Goleta is included 2 Meeting Date: April 19, 2022
in the district . The Goleta City Council must give consent to the Santa Barbara City Council for the City of Goleta to be included in the TBID.
DISCUSSION:
Tourism Business Improvement Districts
Tourism Business Improvement Districts (TBIDs) utilize the efficiencies of private sector operation in the market-based promotion of tourism. These special assessment districts allow lodging business owners to organize their efforts to increase tourism. Lodging business owners within the TBID fund the TBID, and those funds are used to provide services that are desired by and benefit the lodging businesses within the TBID.
In Californ ia, TBIDs are primarily formed pursuant to the Property and Business Improvement District Law of 1994 (94 Law). This law allows for the creation of a special benefit assessment district to raise funds within a specific geographic area. The key difference between TBIDs and other special benefit assessment districts is that funds raised are returned to the private non-profit corporation governing the TBID.
SBSCTBID Parameters
The SBSCTBID will include all lodging businesses, existing and in the future, avai lable for public occupancy within the boundaries of the cities of Santa Barbara and Goleta, and portions of unincorporated southern Santa Barbara County. Figure 1 is a map that defines the Renewed boundary of the SBSCTBID:
3 Meeting Date: April 19, 2022
Figure 1: Map of the Renewed TBID Boundary
Pending successful renewal of the SBSCTBID, the term of the current SBSCTBID will be modified to end on June 30, 2022 . The Renewed SBSCTBID will have a ten (10) year term, beginning July 1, 202 2 through June 30, 20 32. The 2% assessment wil l be implemented beginning July 1, 2022. Once per year beginning on the anniversary of the SBSCTBID renewal there is a thirty (30) day period in which business owners paying fifty percent (50%) or more of the assessment may protest and begin proceedings to terminate the SBSCTBID.
VSB will have the responsibility of managing SBSCTBID programs as provided in the Management District Plan. The City of Goleta and County of Santa Barbara shall be paid a fee equal to one percent (1%) of the amount of assessment collected in their respective jurisdictions to cover their costs of collection and administration.
Table 2 summarizes the most notable changes of the renewed plan:
4 Meeting Date: April 19, 2022
Table 2: Changes of the Renewed Plan
CURRENT PLAN PROPOSED (RENEWED) PLAN
Santa Barbara, Goleta & SB County Unchanged geography
All lodging businesses All lodging businesses
2020 to 2024 term 2022 to 2032 term
$5.7 million in 2020 $8.2 million in 2022
10% escalator options every two years Up to 1% increase in assessment rate by weighted vote
As stated in the attached District Management plan, the total ten-year improvement and service plan assessment budget is projected at approximately $8,239,702 annually, or a cumulative amount of $137,568,573 through 2032 if the maximum assessment rate increases are implemented (the maximum increase is 1% over the ten-year period). This amount may fluctuate as sales increase or decrease at assessed businesses and if assessment rate increases are implemented. If the maximum assessment rate increases are implemented, the annual assessment budget will increases as estimated in Table 3.
Table 3 demonstrates the estimated maximum budget with the assumption that the assessment rates will be increased in 2022. Additionally, a three percent (3%) a nnual increase in the total budget is shown to account for anticipated room rate inflation.
Table 3: Estimated Annual Budget if Maximum Assessment Rates are Implemented 2022-2032
Year
Destination
Marketing,
Sales and
Destination
Improvement
Programs
Administration
& Policy
Development
Government
Collection
Fees
Contingency/
Reserve
Total
2022-23 $6,806,898 $942,527 $175,788 $314,489 $8,239,702 2023-24 $ 10,516,657 $1,456,204 $271,593 $485,885 $12,730,340 2024-25 $ 10,832,157 $1,499,890 $279,740 $500,462 $13,112,250 2025-26 $ 11,157,122 $1,544,887 $288,132 $515,476 $13,505,617 2026-27 $ 11,491,835 $1,591,234 $296,776 $530,940 $13,910,786 2027-28 $ 11,836,591 $1,638,971 $305,680 $546,868 $14,328,109 2028-29 $ 12,191,688 $1,688,140 $314,850 $563,274 $14,757,953 2029-30 $ 12,557,439 $1,738,784 $324,296 $580,173 $15,200,691 2030-31 $ 12,934,162 $1,790,947 $334,025 $597,578 $15,656,712 2031-32 $ 13,322,187 $1,844,676 $344,045 $615,505 $16,126,413 Total $ 113,646,737 $15,736,260 $2,934,925 $5,250,651 $137,568,573
Table 4 demonstrates the annual improvement and service plan budget with the assumption that the rates will not be increased during the SBSCTBID’s ten -year term.
Additionally, a three percent (3%) annual increase in the total budget is shown to account for estimated increased room night sales as a result of the TBID efforts.
5 Meeting Date: April 19, 2022
Table 4: Estimated Annual Budget If Maximum Assessment Rates Are Not Adopted 2023-2032
Year
Destination
Marketing,
Sales and
Destination
Improvement
Programs
Administration
& Policy
Development
Government
Collection
Fees
Contingency/
Reserve
Total
2022-23 $6,806,898 $942,527 $175,788 $314,489 $8,239,702 2023-24 $7,011,105 $970,803 $181,062 $323,924 $8,486,893 2024-25 $7,221,438 $999,927 $186,494 $333,641 $8,741,500 2025-26 $7,438,081 $1,029,925 $192,088 $343,651 $9,003,745 2026-27 $7,661,224 $1,060,822 $197,851 $353,960 $9,273,857 2027-28 $7,891,060 $1,092,647 $203,787 $364,579 $9,552,073 2028-29 $8,127,792 $1,125,427 $209,900 $375,516 $9,838,635 2029-30 $8,371,626 $1,159,189 $216,197 $386,782 $ 10,133,794 2030-31 $8,622,775 $1,193,965 $222,683 $398,385 $ 10,437,808 2031-32 $8,881,458 $1,229,784 $229,364 $410,337 $ 10,750,942 Total $ 78,033,457 $10,805,016 $2,015,213 $3,605,264 $94,458,949
Table 5 below summarizes the major milestones needed to deliver the proposed (renewed) SBSCTBID:
Table 5: SBSCTBID Renewal Timeline
TIMEFRAME ITEM
FEBRUARY 2022 MDP Review and Comment
MARCH 2022 MDP Finalized and Submitted
MARCH 2022 Petition Drive
MARCH 25, 2022 Submit Signed Petitions
MARCH 29 THROUGH MAY 2022 Government Approval
JUNE 30, 2022 Current TBID Rates Expire
JULY 1, 2022 Proposed (Renewed) TBID Rates Begin
The petition drive ended on Tuesday, March 22, 2022. District-wide the total percentage signed was almost 59%, exceeding the 50% legal requirement. VSB has confirmed that the following six hotels in the City submitted petitions of support:
1. Hilton Garden Inn
2. Motel 6 Goleta
3. Residence Inn by Marriott
4. Courtyard by Marriott
5. The Leta
6. The Ritz-Carlton
The following hotels did not submit a petition:
6 Meeting Date: April 19, 2022
1. Best Western
2. Hampton Inn by Hilton
3. Pacifica Suites
4. Super 8
The recommended action, adoption of the resolution (Attachment 2) consenting to the inclusion of Goleta in the Renewed TBID, will enable the City of Santa Barbara and VSB to move forward with the TBID renewal process. Upon successful renewal, the TBID will be governed by the City of Santa Barbara and Visit Santa Barbara.
To support TBID lodging businesses and the tourism economy of the City of Goleta, portions of the County of Santa Barbara, and the City of Santa Barbara , the Goleta City Council is asked to adopt Resolution No. 2022 -__, entitled “A Resolution of the City Council of the City of Goleta, California, Granting Consent to the City of Santa Barbara to Renew the Santa Barbara South Coast Tourism Business Improvement District .” This would enable the City of Santa Barbara to proceed with renewal of the TBID at this time.
The Economic Development and Revitalization Standing Committee received a presentation on this TBID Renewal item at its April 12, 2022 meeting and the decision of the Committee was split on the recommended approval to the full City Council.
FISCAL IMPACTS:
None immediately. The City of Goleta will receive a fee of one percent (1%) of the amount collected in their respective jurisdiction to cover its costs of administration if they collect the assessments. Because the SBSCTBID programs are intended to increase overnight stays in the City of Goleta, there may be an increase in transient occupancy tax and sales tax revenue collections.
City staff has recovered approximately $12,000 annually in administration fees, based on a three -year average for the previous fiscal years (FY 18/19 through FY 20/21) . This amount is based on 1% of the average annual TBID assessment collected of approximately $1.2 million. With a change to the TBID assessment to a flat rate of 2%, cost recovery revenues are anticipated to slightly rise and range between $15,000 to $20,000. Revenues for TBID administration are account ed for in the reimbursement category 101-30-3100-45400.
ALTERNATIVES:
The Council could choose not to adopt the Resolution Granting Consent to the City of Santa Barbara to renew the SBSCTBID and include the City of Goleta in the SBSCTBID.
This could potentially reduce the opportunity for Goleta’s hotels to have increased marketing and promotion and could reduce overnight stays in Goleta.
7 Meeting Date: April 19, 2022
Reviewed By: Legal Review By: Approved By:
___________________ ___________________ _________________ Kristine Schmidt Megan Garibaldi Michelle Greene
Assistant City Manager City Attorney City Manager
ATTACHMENTS:
1. SBSCTBID Management District Plan, Dated March 3, 2022
2. Resolution No. 22-__, A Resolution of the City Council of the City of Goleta, California, Granting Consent to the City of Sant a Barbara to renew the Santa Barbara South Coast Tourism Business Improvement District (SBSCTBID)
3. Visit Santa Barbara’s TBID Presentation
8 ATTACHMENT 1
SBSCTBID Management District Plan, Dated March 3, 2022
9 2022-2032
March 3, 2022 Prepared pursuant to the Property and Business Improvement District Law of 1994, Streets and Highways Code section 36600 et seq.
SANTA BARBARA SOUTH COAST
TOURISM BUSINESS IMPROVEMENT DISTRICT
MANAGEMENT DISTRICT PLAN
10 CONTENTS
I. OVERVIEW ......................................................................................................................................... 2 II. BACKGROUND ................................................................................................................................. 4 III. BOUNDARY ........................................................................................................................................ 5 IV. BUDGET AND SERVICES ............................................................................................................. 6 A. Annual Service Plan ............................................................................................................ 6 B. Annual Budget .................................................................................................................... 9 C. California Constitutional Compliance .............................................................................. 10 D. Assessment ........................................................................................................................ 12 E. Penalties and Interest ........................................................................................................ 13 F. Time and Manner for Collecting Assessments ................................................................. 13 V. GOVERNANCE ............................................................................................................................... 13 A. Owners’ Association ......................................................................................................... 13 B. Brown Act and California Public Records Act Compliance ............................................ 14 C. Annual Report ................................................................................................................... 14 APPENDIX 1 – LAW .................................................................................................................................... 16 APPENDIX 2 – ASSESSED BUSINESSES .............................................................................................. 27
Prepared by
Civitas
(800)999-7781
www.civitasadvisors.com
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I. OVERVIEW
Developed by Visit Santa Barbara (VSB), a non-profit public benefit corporation whose members are individuals and entities with an interest in promoting convention and visitor businesses in Santa Barbara County, and Santa Barbara South Coast lodging businesses , the Santa Barbara South Coast Tourism Business Improvement District (SBSCTBID) is an assessment district proposed to continue providing specific benefits to payors, by funding programs that specifically benefit assessed businesses.
The SBSCTBID was created in 2011 and renewed in 2014 and 2019; lodging businesses now wish to renew it for an additional ten (10) years.
Location: The SBSCTBID includes the cities of Santa Barbara and Goleta, and portions of unincorporated southern Santa Barbara County, as shown on the map in Section III.
Only lodging businesses within the SBSCTBID boundary will be subject to the SBSCTBID assessment.
Services: The SBSCTBID is designed to provide specific benefits directly to payors by increasing room night sales. Destination marketing, sales and destination improvement programs and related administration and policy development programs will increase room night sales.
Budget: The total SBSCTBID annual assessment budget for the first twelve months of its ten (10) year operation is anticipated to be approximately $8,239,702. A similar budget is expected to apply to subsequent years, but this budget is expected to fluctuate as room sales do, and if the assessment rate is increased pursuant to this plan.
Cost: The initial assessment rate is two percent (2%) of gross short term room rental revenue. The assessment rate may be subject to increases during the ten (10) year term if initiated by the TBID Committee and approved by assessees who pay more than fifty percent (50%) of the total annual assessment. If the TBID Committee wishes to increase the assessment rate, VSB shall provide a notice and ballot to assessed lodging businesses of the proposed increase. The assessment rate may be increased up to a maximum rate of three percent (3%) of gross short-term room rental revenue. Any increase authorized by the TBID Committee and weighted vote of the payors based on how much they pay in assessment, shall be reflected in the annual report described in Section V. Assessments pursuant to the SBSCTBID shall not include prepaid contracts executed prior to June 30, 2022.
Collection: The cities and County will be responsible for collecting the assessment on a monthly basis (including any delinquencies, penalties and interest) from each lodging business located in the boundaries of the SBSCTBID, within their respective jurisdictions. The cities and County will take all reasonable efforts to collect the assessments from each assessed lodging business subject to reimbursement of collection costs by SBSCTBID..
Duration: The SBSCTBID will have a ten (10) year renewal period, beginning July 1, 2022 or as soon as possible thereafter, and end ten (10) years from its start date. Once per year, beginning on the anniversary of SBSCTBID renewal, there is a thirty (30) day period 12 SBSCTBID MDP Page 3
March 3, 2022
in which owners paying fifty percent (50%) or more of the assessment may protest and initiate a Santa Barbara City Council hearing on SBSCTBID termination.
Management: Visit Santa Barbara will continue to serve as the SBSCTBID’s Owners’ Association.
The Owners’ Association is charged with managing funds and implementing programs in accordance with this Plan and must provide annual reports to the Santa Barbara City Council.
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II. BACKGROUND
TBIDs are an evolution of the traditional Business Improvement District. The first TBID was formed in West Hollywood, California in 1989. Since then, over 110 California destinations have followed suit. In recent years, other states have begun adopting the California model – Montana, South Dakota, Washington, Colorado, Texas and Louisiana have adopted TBID laws. Several other states are in the process of adopting their own legislation. The cities of Wichita, Kansas and Newark, New Jersey used an existing business improvement district law to form a TBID. And, some cities, like Portland, Oregon and Memphis, Tennessee have utilized their home rule powers to create TBIDs without a state law.
California’s TBIDs collectively
raise over $300 million annually
for local destination marketing.
With competitors raising their
budgets, and increasing rivalry
for visitor dollars, it is
important that Santa Barbara
South Coast lodging businesses
continue to invest in stable,
lodging-specific marketing
programs.
TBIDs utilize the efficiencies of private sector operation in the market-based promotion of tourism districts. TBIDs allow lodging business owners to organize their efforts to increase demand for room night sales. Lodging business owners within the TBID pay an assessment and those funds are used to provide services that increase demand for room night sales.
In California, most TBIDs are formed pursuant to t he Property and Business Improvement District Law of 1994. This law allows for the creation of a benefit assessment district to raise funds within a specific geographic area. The key difference between TBIDs and other benefit assessment districts is that funds raised are returned to the private non-profit corporation governing the district.
There are many benefits to TBIDs:
• Funds must be spent on services and improvements that provide a specific benefit only to those who pay;
• Funds cannot be diverted to general government programs; • They are customized to fit the needs of payors in each destination; • They allow for a wide range of services;
• They are designed, created and governed by those who will pay the assessment; and • They provide a stable, long-term funding source for tourism promotion.
1 2 4 6 9 12 19 25 29 32 38 46
61 64 75
95 101109114
0 20
40 60
80 100
120
1989 2000 2002 2004 2006 2008 2010 2013 2017 2021
Number of Districts Operating in California
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III. BOUNDARY
The SBSCTBID encompasses all territory within the boundaries of cities of Santa Barbara and Goleta, and portions of unincorporated southern Santa Barbara County. In connection with the SBSCTBID, an assessment is levied against all lodging businesses, including both existing lodging businesses and lodging businesses that open during the existence of the SBSCTBID.
Lodging business means: any structure, or any portion of any structure, which is occupied or intended for occupancy by transients for dwelling, lodging, or sleeping purposes, and includes and hotel, inn, tourist home or house, short term vacation rental, motel, studio hotel, bachelor hotel, lodging house, rooming house, apartment house, dormitory, public or private club, mobile home or house trailer at a fixed location, or other similar structure or portion thereof. As used herein, the term “transient” means: any person who exercises occupancy or is entitled to occupancy by reason of concession, permit, right of access, license or other agreement for a period of thirty (30) consecutive calendar days or less, counting portions of calendar days as full days. Any such person so occupying space in a lodging business will be deemed a transient until the period of thirty (30) days has expired unless there is an agreement in writing between the lodging business operator and the occupant providing for a longer period of occupancy; provided that the occupant of an apartment unit, constructed under a building permit as such, or in building which have been legally converted into apartments, will not be deemed to be a transient if his or her occupancy is for a period of more than thirty (30) days and with or without such written agreement.
The boundary, as shown in the map below, currently includes 343 lodging businesses. A complete listing of lodging businesses within the SBSCTBID can be found in Appendix 2.
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IV. BUDGET AND SERVICES
A. Annual Service Plan
Assessment funds will be spent to provide specific benefits conferred, and services provided, directly to the payors that are not provided to those not charged, and which do not exceed the reasonable cost to the City of conferring the benefits. The services provided with the SBSCTBID funds are destination marketing, sales and destination improvement programs and related administration and policy development programs available only to assessed businesses. These expenditures generate the specific benefit of increased room night bookings at assessed lodging businesses.
A service plan budget, set forth below, has been developed to deliver services that benefit the assessed businesses. A detailed annual budget will be developed and approved by VSB. The table below illustrates the initial annual assessment budget allocations. The total initial assessment budget is $8,239,702.
Although actual revenues will fluctuate due to market conditions, the proportional allocations of the budget will remain the same. However, the VSB Board of Directors will have the authority to adjust budget allocations between the categories by no more than twenty-five percent (25%) of the total budget per year. For example if the total budget was $8,239,702, then up to $2,059,925.50 can be moved between service categories after the initial year of the district (0.25 x $8,239,702 = $2,059,925.50). A description of the proposed improvements and activities for the initial year of operation is below. The same activities are proposed for subsequent years. In the event of a legal challenge against the SBSCTBID, all assessment funds may be used for the costs of defending the SBSCTBID.
Each budget category includes all costs related to providing that service. For example, the sales budget includes the cost of staff time dedicated to overseeing and implementing the sales program. Staff time dedicated purely to administrative tasks is allocated to the administrative portion of the budget. The Destination
Marketing, Sales
and Destination
Improvement
Programs, 82.6% -
$6,806,898
Administration &
Policy
Development,
11.4% - $942,527
Government
Collection Fees,
2.1% - $175,788
Reserve/Contingency,
3.8%- $314,489
Initial Assessment Annual Budget -
$8,239,702
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costs of an individual staff member may be allocated to multiple budget categories. The staffing levels necessary to provide the services below will be determined by VSB on an as-needed basis.
DESTINATION MARKETING, SALES, AND DESTINATION IMPROVEMENT
PROGRAMS
Develop an annual destination marketing, sales and management programs strategy to generate demand for the assessed businesses targeting leisure, meetings and events. Develop marketing programs to attract overnight visitors. The destination marketing, sales and management programs may include, with limitation, the following activities:
Marketing & Public Relations
Marketing promotes Santa Barbara South Coast lodging businesses through paid media including digital and print. This includes paid brand marketing campaigns, retail promotions that highlight special offers, co-op marketing campaigns between VSB and local lodging businesses, air carriers that service Santa Barbara and/or tour operators that promote Santa Barbara, and direct response marketing that generate requests for visitor magazines and email newsletter subscriptions.
Content marketing amplifies lodging businesses through storytelling on owned media channels including SantaBarbaraCA.com, social media accounts, consumer databases and third-party websites.
This includes the production of our website, visitor magazine, social media content and community management, consumer newsletters and cooperative partnerships.
Public relations generate earned media coverage that excites and inspires travelers to choose the Santa Barbara South Coast over other competing destinations, while elevating lodging business awareness and reinforcing key motivators for overnight travel to the Santa Barbara South Coast.
The marketing and public relations program will build greater awareness of assessed lodging businesses in an effort to drive room night sales. The following list includes examples of the marketing and public relations activities that may be provided:
• Hosting journalist familiarization trips, bringing key media influencers in-market to experience the Santa Barbara South Coast first-hand in an effort to generate overnight visitation and room sales to assessed businesses.
• Managing SantaBarbaraCA.com, and Visit Santa Barbara social media channels to showcase the breadth of reasons to visit the destination to generate overnight visitation and room sales to assessed businesses.
• Conducting research to drive overnight visitation and room sales to assessed businesses. • Media programs providing targeted reach of growth markets to generate overnight visitation and room sales to assessed businesses.
• Maintaining a robust library of fresh photos, videos other digital assets to be used by VSB and assessed businesses to generate overnight visitation and room sales to assessed businesses. • Local destination marketing may be used for programs which drive room night sales to assessed lodging businesses in Santa Barbara, Goleta, Montecito and/or Summerland.
Programs included in this service may include content marketing via specialized websites and visitor magazines, visitor centers, and support for community events that generate overnight visitation and room sales to assessed businesses. These services do not preclude assessed businesses from the benefits conveyed through their inclusion within programs promoting the broader Santa Barbara brand. These activities may be conducted directly by VSB, or through 17 SBSCTBID MDP Page 8
March 3, 2022
grants from VSB to other organizations such as the Santa Barbara South Coast Chamber of Commerce, or others.
Sales
Group sales strategies convert leads to hotel contracts from clients looking to hold conferences, meetings, retreats and other programs in the Santa Barbara South Coast. Leads are converted from meeting planners in corporate, incentive, social, wedding, regional, state, and national association markets. Sales efforts are direct and indirect through research, sales call prospecting, in-person client appointments, tradeshows, organized client events, local site inspections, and destination familiarization tours. Separately, travel trade sales generate individual and group bookings through selling Santa Barbara South Coast lodging businesses to domestic and international travel agents, wholesaler operators, receptive operators, and tour operators.
The sales program will promote the Santa Barbara South Coast area as a destination and will work to attract overnight groups and individual travelers. The following list includes examples of the sales activities that may be provided:
• Maintaining an experienced sales staff to target the meeting and conference market to generate overnight visitation and room sales to assessed businesses. • Maximizing alliances with professional organizations that target group business, or database services that track group opportunities to develop new leads for assessed businesses. • Incentivizing conferences and meetings to book at Santa Barbara South Coast.
Destination Improvement
In order to maximize the benefit of VSB’s marketing, public relations and sales programs, funds may be used in limited ways to increase the appeal and accessibility of the destination for overnight visitors.
Such services, if budgeted by the TBID Committee and VSB Board of Directors, will focus on items that are critical to the local lodging industry. These services are not intended to supplant government services or provide direct benefit to the general public or to non-assessed businesses. Programs may include, but are not limited to:
• Visitors center operations that provide visitors with information designed to improve the visitor experience and encourage overnight visitation and future room sales to assessed businesses.
• Incentives to attract and promote new air service to increase inbound visitation and room sales to assessed businesses.
• Developing a cruise itinerary program designed to attract repeat visitation at assessed businesses.
• Local workforce development that positions the hospitality industry as an attractive career option for residents and local students. Service may include job fairs, outreach to improve vocational instruction/internships through high schools and colleges, local marketing and public relations campaigns to encourage job seekers to consider professions in the lodging industry and relevant industry employment research.
• Services to improve the visitor’s experience.
• Hospitality education and training support aimed at improving the visitor experience leading to increased demand for overnight visitation and room sales to assessed businesses. 18 SBSCTBID MDP Page 9
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ADMINISTRATION AND POLICY DEVELOPMENT
The administrative and operations portion of the budget will be utilized for administrative staffing costs, all office costs, board and committee meeting support, policy development, and other general administrative costs such as telecommunications, information technology, insurance, legal and accounting fees.
RESERVE/CONTINGENCY
Policies relating to contributions to the reserve fund, the target amount of the reserve fund, and expenditure of monies from the reserve fund will be set by the V SB Board of Directors. Policies relating to the contributions to the reserve fund, the target amount of the reserve fund, and expenditures of monies from the reserve fund shall be set by the VSB Board. The reserve fund may also be used for the costs of renewing the TBID or debt service.
COLLECTION COSTS
The County of Santa Barbara and the City of Goleta, if they collect District assessments, will each be paid one percent (1%) of the amount collected in their respective jurisdictions to cover the costs of collection and administration. The City of Santa Barbara will be paid three percent (3%) of the amount collected to cover the costs of collection and administration. The City of Santa Barbara shall have the right to audit the SBSCTBID.
B. Annual Assessment Budget
The total ten (10) years) improvement and service plan assessment budget is projected at approximately $8,239,702 annually, or $137,568,573 through 2032 if the maximum assessment rate increases are implemented. This amount may fluctuate as sales increase or decrease at assessed businesses and if assessment rate increases are implemented. If the maximum assessment rate increases are implemented, the annual assessment budget will increases as estimated in the following table. The table below demonstrates the estimated maximum budget with the assumption that the assessment rates will be increased in 2022 as it is a required disclosure, it is not the anticipated course of action. Additionally, a three percent (3%) annual increase in the total budget is shown to account for anticipated room rate inflation.
Estimated Annual Budget if Maximum Assessment Rates
are Implemented 2022-2032
Year
Destination Marketing,
Sales and Destination
Improvement Programs
Administration &
Policy
Development
Government
Collection Fees
Contingency/
Reserve
Total
2022-23 $6,806,898 $942,527 $175,788 $314,489 $8,239,702 2023-24 $ 10,516,657 $1,456,204 $271,593 $485,885 $12,730,340 2024-25 $ 10,832,157 $1,499,890 $279,740 $500,462 $13,112,250 2025-26 $ 11,157,122 $1,544,887 $288,132 $515,476 $13,505,617 2026-27 $ 11,491,835 $1,591,234 $296,776 $530,940 $13,910,786 19 SBSCTBID MDP Page 10
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The table below demonstrates the annual improvement and service plan budget with the assumption that the rates will not be increased during the SBSCTBID’s ten (10) year term. Additionally, a three percent (3%) annual increase in the total budget is shown, to account for estimated increased room night sales as a result of SBSCTBID efforts.
Estimated Annual Budget If Maximum Assessment Rates Are Not Adopted 2023-2032
C. California Constitutional Compliance
The SBSCTBID assessment is not a property-based assessment subject to the requirements of Proposition 218. Rather, the SBSCTBID assessment is a business-based assessment, and is subject to Proposition 26. Pursuant to Proposition 26 levies are tax es unless they fit one of seven exceptions.
Two of these exceptions apply to the SBSCTBID, a “specific benefit” and a “specific government service.” Both require that the costs of benefits or services do not exceed the reasonable costs to the City of conferring the benefits or providing the services.
1. Specific Benefit
Proposition 26 permits that assessment funds be expended on “a specific benefit conferred or privilege granted directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the 2027-28 $ 11,836,591 $1,638,971 $305,680 $546,868 $14,328,109 2028-29 $ 12,191,688 $1,688,140 $314,850 $563,274 $14,757,953 2029-30 $ 12,557,439 $1,738,784 $324,296 $580,173 $15,200,691 2030-31 $ 12,934,162 $1,790,947 $334,025 $597,578 $15,656,712 2031-32 $ 13,322,187 $1,844,676 $344,045 $615,505 $16,126,413 Total $ 113,646,737 $15,736,260 $2,934,925 $5,250,651 $137,568,573 Year
Destination Marketing,
Sales and Destination
Improvement Programs
Administration &
Policy
Development
Government
Collection Fees
Contingency/
Reserve Total
2022-23 $6,806,898 $942,527 $175,788 $314,489 $8,239,702 2023-24 $7,011,105 $970,803 $181,062 $323,924 $8,486,893 2024-25 $7,221,438 $999,927 $186,494 $333,641 $8,741,500 2025-26 $7,438,081 $1,029,925 $192,088 $343,651 $9,003,745 2026-27 $7,661,224 $1,060,822 $197,851 $353,960 $9,273,857 2027-28 $7,891,060 $1,092,647 $203,787 $364,579 $9,552,073 2028-29 $8,127,792 $1,125,427 $209,900 $375,516 $9,838,635 2029-30 $8,371,626 $1,159,189 $216,197 $386,782 $ 10,133,794 2030-31 $8,622,775 $1,193,965 $222,683 $398,385 $ 10,437,808 2031-32 $8,881,458 $1,229,784 $229,364 $410,337 $ 10,750,942 Total $ 78,033,457 $10,805,016 $2,015,213 $3,605,264 $94,458,949 20 SBSCTBID MDP Page 11
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privilege.”1 The services in this Plan are designed to provide targeted benefits directly to assessed businesses, and are intended only to provide benefits and services directly to those businesses paying the assessment. These services are designed and intended not to serve the general public, businesses in general, or parcels of land, but rather to serve the specific assessed lodging businesses within the SBSCTBID. The activities described in this Plan are specifically targeted to increase room night sales for assessed lodging businesses within the boundaries of the SBSCTBID. SBSCTBID funds will be used exclusively to provide the specific benefit of increased room night sales directly to the assessed lodging businesses. Assessment funds will not be used to feature non-assessed lodging businesses in SBSCTBID programs, or to directly generate sales for non-assessed businesses. The activities paid for from assessment revenues are services to businesses that constitute and provide specific benefits to the assessed businesses.
The assessment imposed by this SBSCTBID is for a specific benefit conferred to the payors that is not provided to those not charged. The specific benefit conferred to the payors is an increase in room night sales. The specific benefit of an increase in room night sales for assessed lodging businesses will be provided only to lodging businesses paying the SBSCTBID assessment, with SBSCTBID programs promoting lodging businesses paying the SBSCTBID assessment. The SBSCTBID programs will be designed to increase room night sales at each assessed lodging business. Because they are necessary to provide the destination marketing, sales and destination improvement programs that specifically benefit the assessed lodging businesses, the administration and policy development and contingency / reserve services also provide the specific benefit of increased room night sales to the assessed lodging businesses.
Although the SBSCTBID, in providing specific benefits to payors, may produce incidental benefits to non-paying businesses, the incidental benefit does not preclude the services from being considered a specific benefit. The legislature has found that, “A specific benefit is not excluded from classification as a ‘specific benefit’ merely because an indirect benefit to a nonpayor occurs incidentally and without cost to the payor as a consequence of providing the specific benefit to the payor.” 2 2. Specific Government Service
Pursuant to Proposition 26, an assessment may also be utilized to provide, “a specific government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.” 3 SBSCTBID destination marketing, sales and destination improvement programs are designed and intended to increase overnight stays and direct visitors to assessed lodging businesses, sales programs are designed and intended to attract group businesses to assessed lodging businesses, and local destination marketing programs are designed and intended to increase overnight visitation and direct visitors to assessed lodging businesses. The legislature has recognized that marketing and promotions services like those to be provided by the SBSCTBID are government services within the meaning of Proposition 26
4. Further, the legislature has determined that “a specific government service is not excluded from classification as a ‘specific government service’ merely because an indirect benefit to a nonpayor occurs incidentally and without cost to the payor as a consequence of providing the specific government service to the payor.”
5 1 Cal. Const. art XIII C § 1(e)(1)
2 Government Code § 53758(a)
3 Cal. Const. art XIII C § 1(e)(2)
4 Government Code § 53758(b)
5 Government Code § 53758(b)
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3. Reasonable Cost
SBSCTBID services will be implemented carefully to ensure they do not exceed the reasonable cost of such services. The full amount assessed will be used to provide the services described herein.
Funds will be managed by VSB, and reports submitted on an annual basis to the City of Santa Barbara pursuant to a contract between VSB and the City of Santa Barbara. Only assessed lodging businesses will be featured in marketing materials, receive sales leads generated from SBSCTBID-funded activities, be featured in destination marketing and sales campaigns, and benefit from other SBSCTBID-funded services. Non-assessed lodging businesses will not receive these, nor any other, SBSCTBID-funded services and benefits.
The TBID-funded programs are all targeted directly at, and feature only assessed businesses. It is, however, possible that there will be a spill over benefit to non-assessed businesses. If non-assessed businesses receive incremental room nights, that portion of the promotion or program generating those room nights shall be paid with non-TBID funds. TBID funds shall only be spent to benefit the assessed businesses and shall not be spent on that portion of any program which directly generates incidental room nights for non-assessed businesses.
D. Assessment
The initial assessment rate is two percent (2%) of gross short term room rental revenue. The assessment rate may be subject to increases during the ten (10) year term if initiated by the TBID Committee and approved by assessees who pay more than fifty percent (50%) of the total annual assessment. If the TBID Committee wishes to increase the assessment rate, VSB shall provide a notice and ballot to assessed lodging businesses of the proposed increase. The assessment rate may be increased up to a maximum rate of three percent (3%) of gross short-term room rental revenue. Any increase authorized by the TBID Committee and weighted vote of the payors based on how much they pay in assessment, shall be reflected in the annual report described in Section V. Assessments pursuant to the SBSCTBID shall not include prepaid contracts executed prior to June 30, 2022.
The term “gross short-term rental revenue” as used herein means: the consideration charged, whether or not received, for the occupancy of space in a lodging business valued in money, whether to be received in money, goods, labor or otherwise, including all receipts, cash, credits and property and services of any kind or nature, without any deduction therefrom whatsoever.
The assessment is levied upon and a direct obligation of the assessed lodging business. However, the assessed lodging business may, at its discretion, pass the assessment on to transients. The amount of assessment, if passed on to each transient, will be disclosed in advance and separately stated from the amount of rent charged and any other applicable taxes, and each transient will receive a receipt for payment from the business. If the SBSCTBID assessment is identified separately it will be disclosed as the “SBSCTBID Assessment.” As an alternative, the disclosure may include the amount of the SBSCTBID assessment and the amount of the assessment imposed pursuant to the California Tourism Marketing Act, Government Code §13995 et seq. and will be disclosed as the “Tourism Assessment.” The assessment is imposed solely upon and is the sole obligation of the assessed lodging business even if it is passed on to transients. The assessment will not be considered revenue for any purpose, including calculation of transient occupancy taxes.
Bonds will not be issued.
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E. Penalties and Interest
The SBSCTBID will reimburse the cities and County for any costs associated with collecting unpaid assessments. If other delinquent obligations owed to the cities and County are sought to be recovered in the same collection action by the cities or County , the SBSCTBID will bear its pro rata share of such collection costs. Assessed businesses which are delinquent in paying the assessment will be responsible for paying:
1. Original Delinquency: Any assessed lodging business that fails to remit any assessment imposed within the time required will pay a penalty of ten percent (10%) of the amount of the assessment in addition to the amount of the assessment.
2. Continued Delinquency: Any assessed lodging business that fails to remit any delinquent remittance on or before a period of thirty (30) days following the date on which the remittance first became delinquent will pay a second delinquency penalty of ten percent (10%) of the amount of the assessment in addition to the amount of the assessment and the ten percent (10%) penalty first imposed.
3. Fraud: If the cities or County determines that the non-payment of any remittance due is due to fraud, a penalty of twenty-five percent (25%) of the amount of the assessment will be added thereto in addition to the penalties stated in subparagraphs 1 and 2 of this subsection E.
4. Interest: In addition to the penalties imposed, any assessed lodging business that fails to remit any assessment imposed will pay interest at the rate of one -half of one percent (0.5%) per month, or fraction thereof, on the amount of the assessment, exclusive of penalties, from the date on which the remittance first became delinquent until paid.
5. Penalties and Interest Merged with Assessment: Every penalty imposed and such interest as accrues under the provisions of this subsection E will become part of the assessment herein required to be paid.
F. Time and Manner for Collecting Assessments
The SBSCTBID assessment will be implemented beginning July 1, 2022 , or as soon as possible thereafter, and end ten (10) years from its start date. T he cities and County will be responsible for collecting the assessment on a monthly basis (including any delinquencies, penalties and interest) from each lodging business located in the boundaries of the SBSCTBID, within their respective jurisdictions.
The cities and County will forward the assessments collected to the Owners’ Association pursuant to contracts between VSB and the cities and County . The cities and County may retain penalties and interest collected on delinquent assessments to cover their actual costs associated with collecting the delinquent assessments.
V. GOVERNANCE
A. Owners’ Association
The City Council, through adoption of this Management District Plan, has the right, pursuant to Streets and Highways Code §36651, to identify the body that will implement the proposed program, which will be the Owners’ Association of the SBSCTBID as defined in Streets and Highways Code §36612. Funds will be paid by the cities and County to VSB as a contractor, and only pursuant to agreements between VSB and the cities and County.
Within the SBSCTBID, the President and CEO of VSB will continue to be charged with the day- to- day operations of the SBSCTBID. The VSB TBID committee will continue to be charged with developing budgets and priorities for the SBSCTBID. The TBID committee will continue to be 23 SBSCTBID MDP Page 14
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comprised of a diverse group taking into consideration the size of lodging businesses and geographic area. Members of the TBID committee are selected by the vote of assessed lodging businesses in accordance with VSB’s bylaws. The criteria for the membership of the TBID committee, as set forth in the VSB bylaws, is shown in the table below. The TBID committee criteria may be revised during the SBSCTBID’s term, as modified by an amendment to the VSB bylaws. These classifications will be based on hotel class as defined by STR, a division of CoStar Group Inc. 6 Representation Number of
Seats
Short Term Rentals
Economy Class
Midscale Class
Upper Midscale Class
Upscale Class
Upper Upscale Class
9-11 Seats
Luxury Class 6-8 Seats
B. Brown Act and California Public Records Act Compliance VSB is a private entity. Under state law, an Owner’s Association is not “considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for any purpose. [However], an owners' association shall comply with the Ralph M. Brown Act [regarding open meetings], at all times when matters within the subject matter of the district are heard, discussed, or deliberated, and with the California Public Records Act, for all records relating to activities of the district.”
C. Annual Report
VSB will present an annual report at the end of each year of operation to the Santa Barbara City Council pursuant to Streets and Highways Code §36650 (see Appendix 1). A copy of the annual report will also be provided to the City of Goleta and the County of Santa Barbara. The annual report will include:
• Any proposed changes in the boundaries of the improvement district or in any benefit zones or classification of businesses within the district.
• The improvements and activities to be provided for that fiscal year. • An estimate of the cost of providing the improvements and the activities for that fiscal year. • The method and basis of levying the assessment in sufficient detail to allow each business owner to estimate the amount of the assessment to be levied against his or her business for that fiscal year.
• The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
6 Class Segments
Hotels are categorized by STR, a division of CoStar, Inc. into the following class segments: Luxury, Upper Upscale, Upscale, Upper Midscale, Midscale and Economy. Short-term vacation rentals are classified as short term rentals class for the purpose of this plan. The the most current class segment assigned will be used for new hotels, rebranded hotels or hotels otherwise reclassified by STR/CoStar Inc. for the duration of this plan.
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• The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this part.
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APPENDIX 1 – LAW
*** THIS DOCUMENT IS CURRENT THROUGH THE 2022 SUPPLEMENT *** (ALL 2021 LEGISLATION)
STREETS AND HIGHWAYS CODE
DIVISION 18. PARKING
PART 7. PROPERTY AND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994
CHAPTER 1. General Provisions
ARTICLE 1. Declarations
36600. Citation of part
This part shall be known and may be cited as the “Property and Business Improvement District Law of 1994.”
36601. Legislative findings and declarations; Legislative guidance
The Legislature finds and declares all of the following:
(a) Businesses located and operating within business districts in some of this state’s communities are economically disadvantaged, are underutilized, and are unable to attract customers due to inadequate facilities, services, and activities in the business districts. (b) It is in the public interest to promote the economic revitalization and physical maintenance of business districts in order to create jobs, attract new businesses, and prevent the erosion of the business districts. (c) It is of particular local benefit to allow business districts to fund business related improvements, maintenance, and activities through the levy of assessments upon the businesses or real property that receive benefits from those improvements.
(d) Assessments levied for the purpose of conferring special benefit upon the real property or a specific benefit upon the businesses in a business district are not taxes for the general benefit of a city, even if property, businesses, or persons not assessed receive incidental or collateral effects that benefit them. (e) Property and business improvement districts formed throughout this state have conferred special benefits upon properties and businesses within their districts and have made those properties and businesses more useful by providing the following benefits:
(1) Crime reduction. A study by the Rand Corporation has confirmed a 12-percent reduction in the incidence of robbery and an 8-percent reduction in the total incidence of violent crimes within the 30 districts studied.
(2) Job creation.
(3) Business attraction.
(4) Business retention.
(5) Economic growth.
(6) New investments.
(f) With the dissolution of redevelopment agencies throughout the state, property and business improvement districts have become even more important tools with which communities can combat blight, promote economic opportunities, and create a clean and safe environment. (g) Since the enactment of this act, the people of California have adopted Proposition 218, which added Article XIII D to the Constitution in order to place certain requirements and restrictions on the formation of, and activities, expenditures, and assessments by property-based districts. Article XIII D of the Constitution provides that property-based districts may only levy assessments for special benefits. (h) The act amending this section is intended to provide the Legislature’s guidance with regard to this act, its interaction with the provisions of Article XIII D of the Constitution, and the determination of special benefits in property-based districts.
(1) The lack of legislative guidance has resulted in uncertainty and inconsistent application of this act, which discourages the use of assessments to fund needed improvements, maintenance, and activities in property-based districts, contributing to blight and other underutilization of property. (2) Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed. 26 SBSCTBID MDP Page 17
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Therefore, for special benefits to exist as a separate and distinct category from general benefits, the incidental or collateral effects of those special benefits are inherently part of those special benefits.
The mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits.
(3) It is of the utmost importance that property-based districts created under this act have clarity regarding restrictions on assessments they may levy and the proper determination of special benefits.
Legislative clarity with regard to this act will provide districts with clear instructions and courts with legislative intent regarding restrictions on property-based assessments, and the manner in which special benefits should be determined.
36602. Purpose of part
The purpose of this part is to supplement previously enacted provisions of law that authorize cities to levy assessments within property and business improvement districts, to ensure that those assessments conform to all constitutional requirements and are determined and assessed in accordance with the guidance set forth in this act. This part does not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes.
36603. Preemption of authority or charter city to adopt ordinances levying assessments
Nothing in this part is intended to preempt the authority of a charter city to adopt ordinances providing for a different method of levying assessments for similar or additional purposes from those set forth in this part. A property and business improvement district created pursuant to this part is expressly exempt from the provisions of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931 (Division 4 (commencing with Section 2800)).
36603.5. Part prevails over conflicting provisions
Any provision of this part that conflicts with any other provision of law shall prevail over the other provision of law, as to districts created under this part.
36604. Severability
This part is intended to be construed liberally and, if any provision is held invalid, the remaining provisions shall remain in full force and effect. Assessments levied under this part are not special taxes.
ARTICLE 2. Definitions
36606. “Activities”
“Activities” means, but is not limited to, all of the following that benefit businesses or real property in the district:
(a) Promotion of public events.
(b) Furnishing of music in any public place.
(c) Promotion of tourism within the district.
(d) Marketing and economic development, including retail retention and recruitment. (e) Providing security, sanitation, graffiti removal, street and sidewalk cleaning, and other municipal services supplemental to those normally provided by the municipality. (f) Other services provided for the purpose of conferring special benefit upon assessed real property or specific benefits upon assessed businesses located in the district.
36606.5. “Assessment”
“Assessment” means a levy for the purpose of acquiring, constructing, installing, or maintaining improvements and providing activities that will provide certain benefits to properties or businesses located within a property and business improvement district.
36607. “Business”
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“Business” means all types of businesses and includes financial institutions and professions.
36608. “City”
“City” means a city, county, city and county, or an agency or entity created pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Government Code, the public member agencies of which includes only cities, counties, or a city and county, or the State of California.
36609. “City council”
“City council” means the city council of a city or the board of supervisors of a county, or the agency, commission, or board created pursuant to a joint powers agreement and which is a city within the meaning of this part.
36609.4. “Clerk”
“Clerk” means the clerk of the legislative body.
36609.5. “General benefit”
“General benefit” means, for purposes of a property-based district, any benefit that is not a “special benefit” as defined in Section 36615.5.
36610. “Improvement”
“Improvement” means the acquisition, construction, installation, or maintenance of any tangible property with an estimated useful life of five years or more including, but not limited to, the following:
(a) Parking facilities.
(b) Benches, booths, kiosks, display cases, pedestrian shelters and signs. (c) Trash receptacles and public restrooms.
(d) Lighting and heating facilities.
(e) Decorations.
(f) Parks.
(g) Fountains.
(h) Planting areas.
(i) Closing, opening, widening, or narrowing of existing streets. (j) Facilities or equipment, or both, to enhance security of persons and property within the district. (k) Ramps, sidewalks, plazas, and pedestrian malls.
(l) Rehabilitation or removal of existing structures.
36611. “Management district plan”; “Plan”
“Management district plan” or “plan” means a proposal as defined in Section 36622.
36612. “Owners’ association”
“Owners’ association” means a private nonprofit entity that is under contract with a city to administer or implement improvements, maintenance, and activities specified in the management district plan. An owners’ association may be an existing nonprofit entity or a newly formed nonprofit entity. An owners’ association is a private entity and may not be considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for any purpose. Notwithstanding this section, an owners’ association shall comply with the Ralph M. Brown Act (Chapter 9 (commencing with Section 54950) of Part 1 of Division 2 of Title 5 of the Government Code), at all times when matters within the subject matter of the district are heard, discussed, or deliberated, and with the California Public Records Act (Division 10 (comm encing with Section 7920.000) of Title 1 of the Government Code), for all records relating to activities of the district.
36614. “Property”
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“Property” means real property situated within a district.
36614.5. “Property and business improvement district”; “District”
“Property and business improvement district,” or “district,” means a property and business improvement distr ict established pursuant to this part.
36614.6. “Property-based assessment”
“Property-based assessment” means any assessment made pursuant to this part upon real property.
36614.7. “Property-based district”
“Property-based district” means any district in which a city levies a property-based assessment.
36615. “Property owner”; “Business owner”; “Owner”
“Property owner” means any person shown as the owner of land on the last equalized assessment roll or otherwise known to be the owner of land by the city council. “Business owner” means any person recognized by the city as the owner of the business. “Owner” means either a business owner or a property owner. The city council has no obligation to obtain other information as to the ownership of land or businesses, and its determination of ownership shall be final and conclusive for the purposes of this part. Wherever this part requires the signature of the property owner, the signature of the authorized agent of the property owner shall be sufficient. Wherever this part requires the signature of the business owner, the signature of the authorized agent of the business owner shall be sufficient.
36615.5. “Special benefit”
“Special benefit” means, for purposes of a property- based district, a part icular and distinct benefit over and above general benefits conferred on real property located in a district or to the public at large. Special benefit includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collateral effects benefit property or persons not assessed. Special benefit excludes general enhancement of property value.
36616. “Tenant”
“Tenant” means an occupant pursuant to a lease of commercial space or a dwelling unit, other than an owner.
ARTICLE 3. Prior Law
36617. Alternate method of financing certain improvements and activities; Effect on other provisions
This part provides an alternative method of financing certain improvements and activities. The provisions of this part shall not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes. Every improvement area established pursuant to the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500) of this division) is valid and effective and is unaffected by this part.
CHAPTER 2. Establishment
36620. Establishment of property and business improvement district
A property and business improvement district may be established as provided in this chapter.
36620.5. Requirement of consent of city council
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A county may not form a district within the territorial jurisdiction of a city without the consent of the city council of that city. A city may not form a district within the unincorporated territory of a county without the consent of the board of supervisors of that county. A city may not form a district within the territorial jurisdiction of another city without the consent of the city council of the other city.
36621. Initiation of proceedings; Petition of property or business owners in proposed district
(a) Upon the submission of a writte n petition, signed by the property or business owners in the proposed district who will pay more than 50 percent of the assessments proposed to be levied, the city council may initiate proceedings to form a district by the adoption of a resolution expressing its intention to form a district.
The amount of assessment attributable to property or a business owned by the same property or business owner that is in excess of 40 percent of the amount of all assessments proposed to be levied, shall not be included in determining whether the petition is signed by property or business owners who will pay more than 50 percent of the total amount of assessments proposed to be levied. (b) The petition of property or business owners required under subdivision (a) shall in clude a summary of the management district plan. That summary shall include all of the following:
(1) A map showing the boundaries of the district.
(2) Information specifying where the complete management district plan can be obtained. (3) Information spec ifying that the complete management district plan shall be furnished upon request.
(c) The resolution of intention described in subdivision (a) shall contain all of the following:
(1) A brief description of the proposed improvements, maintenance, and activ ities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property or businesses within the district, a statement as to whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements do not need to be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the impr ovements, maintenance, and activities, and the location and extent of the proposed district. (2) A time and place for a public hearing on the establishment of the property and business improvement district and the levy of assessments, which shall be consistent with the requirements of Section 36623.
36622. Contents of management district plan
The management district plan shall include, but is not limited to, all of the following:
(a) If the assessment will be levied on property, a map of the district in sufficient detail to locate each parcel of property and, if businesses are to be assessed, each business within the district. If the assessment will be levied on businesses, a map that identifies the district boundaries in sufficient detail to allow a business owner to reasonably determine whether a business is located within the district boundaries. If the assessment will be levied on property and businesses, a map of the district in sufficient detail to locate each parcel of property and to allow a business owner to reasonably determine whether a business is located within the district boundaries.
(b) The name of the proposed district.
(c) A description of the boundaries of the district, including the boundaries of benefit zones, proposed for establishment or extension in a manner sufficient to identify the affected property and businesses included, which may be made by reference to any plan or map that is on file with the clerk. The boundaries of a proposed property assessment district shall not overlap with the boundaries of another existing property assessment district created pursuant to this part. This part does not prohibit the boundaries of a district created pursuant to this part to overlap with other assessment districts established pursuant to other provisions of law, including, but not limited to, the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500)). This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with another business assessment district created pursuant to this part. This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with a property assessment district created pursuant to this part. (d) The improvements, maintenance, and activities proposed for each year of operation of the district and the maximum cost thereof. If the improvements, maintenance, and activities proposed for each year of operation are the same, a description of the firs t year’s proposed improvements, maintenance, and activities and a 30 SBSCTBID MDP Page 21
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statement that the same improvements, maintenance, and activities are proposed for subsequent years shall satisfy the requirements of this subdivision.
(e) The total annual amount proposed to be expended for improvements, maintenance, or activities, and debt service in each year of operation of the district. If the assessment is levied on businesses, this amount may be estimated based upon the assessment rate. If the total annual amount proposed to be expended in each year of operation of the district is not significantly different, the amount proposed to be expended in the initial year and a statement that a similar amount applies to subsequent years shall satisfy the requirements of this subdivision.
(f) The proposed source or sources of financing, including the proposed method and basis of levying the assessment in sufficient detail to allow each property or business owner to calculate the amount of the assessment to be levied against his or her property or business. The plan also shall state whether bonds will be issued to finance improvements.
(g) The time and manner of collecting the assessments.
(h) The specific number of years in which assessments will be levied. In a new district, the maximum number of years shall be five. Upon renewal, a district shall have a term not to exceed 10 years. Notwithstanding these limitations, a district created pursuant to this part to finance capital improvements with bonds may levy assessments until the maximum maturity of the bonds. The management district plan may set forth specific increases in assessments for each year of operation of the district. (i) The proposed time for implementation and completion of the management district plan. (j) Any proposed rules and regulations to be applicable to the district. (k)
(1) A list of the properties or businesses to be assessed, including the assessor’s parcel numbers for properties to be assessed, and a statement of the method or methods by which the expenses of a district will be imposed upon benefited real property or businesses, in proportion to the benefit received by the property or business, to defray the cost thereof. (2) In a property-based district, the proportionate special benefit derived by each ident ified parcel shall be determined exclusively in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the activities. An assessment shall not be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and a property-based district shall separate the general benefits, if any, from the special benefits conferred on a parcel. Parcels within a property -based district that are owned or used by any city, public agency, the State of California, or the United States shall not be exempt from assessment unless the governmental entity can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. The value of any incidental, secondary, or collateral effects that arise from the improvements, maintenance, or activities of a property -based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel. (l) In a property -based district, the total amount of all special benefits to be conferred upon the properties located within the property-based district.
(m) In a property-based district, the total amount of general benefits, if any. (n) In a property -based district, a detailed engineer’s report prepared by a registered profession al engineer certified by the State of California supporting all assessments contemplated by the management district plan. (o) Any other item or matter required to be incorporated therein by the city council.
36623. Procedure to levy assessment
(a) If a city council proposes to levy a new or increased property assessment, the notice and protest and hearing procedure shall comply with Section 53753 of the Government Code. (b) If a city council proposes to levy a new or increased business assessment, the notice and protest and hearing procedure shall comply with Section 54954.6 of the Government Code, except that notice shall be mailed to the owners of the businesses proposed to be assessed. A protest may be made orally or in writing by any interested person. Every written protest shall be filed with the clerk at or before the time fixed for the public hearing. The city council may waive any irregularity in the form or content of any written protest. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. Each written protest shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records 31 SBSCTBID MDP Page 22
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of the city as the owner of the business, the protest shall contain or be accompanied by written evidence that the person subscribing is the owner of the business or the authorized representative. A written protest that does not comply with this section shall not be counted in determining a majority protest. If written protest s are received from the owners or authorized representatives of businesses in the proposed district that will pay 50 percent or more of the assessments proposed to be levied and protests are not withdrawn so as to reduce the protests to less than 50 percent, no further proceedings to levy the proposed assessment against such businesses, as contained in the resolution of intention, shall be taken for a period of one year from the date of the finding of a majority protest by the city council. (c) If a city council proposes to conduct a single proceeding to levy both a new or increased property assessment and a new or increased business assessment, the notice and protest and hearing procedure for the property assessment shall comply with subdivision (a), and the notice and protest and hearing procedure for the business assessment shall comply with subdivision (b). If a majority protest is received from either the property or business owners, that respective portion of the assessment shall not be levied. The rema ining portion of the assessment may be levied unless the improvement or other special benefit was proposed to be funded by assessing both property and business owners.
36624. Changes to proposed assessments
At the conclusion of the public hearing to establish the district, the city council may adopt, revise, change, reduce, or modify the proposed assessment or the type or types of improvements, maintenance, and activities to be funded with the revenues from the assessments. Proposed assessments may only be revised by reducing any or all of them. At the public hearing, the city council may only make changes in, to, or from the boundaries of the proposed property and business improvement district that will exclude territory that will not benefit from the proposed improvements, maintenance, and activities. Any modifications, revisions, reductions, or changes to the proposed assessment district shall be reflected in the notice and map recorded pursuant to Section 36627.
36625. Resolution of formation
(a) If the city council, following the public hearing, decides to establish a proposed property and business improvement district, the city council shall adopt a resolution of formation that shall include, but is not limited to, all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property, businesses, or both within the district, a statement on whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements need not be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities and the location and extent of the proposed district. (2) The number, date of adoption, and title of the resolution of intention. (3) The time and plac e where the public hearing was held concerning the establishment of the district.
(4) A determination regarding any protests received. The city shall not establish the district or levy assessments if a majority protest was received.
(5) A statement that the properties, businesses, or properties and businesses in the district established by the resolution shall be subject to any amendments to this part. (6) A statement that the improvements, maintenance, and activities to be conferred on businesses and properties in the district will be funded by the levy of the assessments. The revenue from the levy of assessments within a district shall not be used to provide improvements, maintenance, or activities outside the district or for any purpose other than the pur poses specified in the resolution of intention, as modified by the city council at the hearing concerning establishment of the district.
Notwithstanding the foregoing, improvements and activities that must be provided outside the district boundaries to create a special or specific benefit to the assessed parcels or businesses may be provided, but shall be limited to marketing or signage pointing to the district. (7) A finding that the property or businesses within the area of the property and business improvement district will be benefited by the improvements, maintenance, and activities funded by the proposed assessments, and, for a property -based district, that property within the district will receive a special benefit.
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(8) In a property -based district, the total amount of all special benefits to be conferred on the properties within the property-based district.
(b) The adoption of the resolution of formation and, if required, recordation of the notice and map pursuant to Section 36627 shall constitute the levy of an assessment in each of the fiscal years referred to in the management district plan.
36627. Notice and assessment diagram
Following adoption of the resolution establishing district assessments on properties pursuant to Section 36625, the clerk shall record a notice and an assessment diagram pursuant to Section 3114. No other provision of Division 4.5 (commencing with Section 3100) applies to an assessment district created pursuant to this part.
36628. Establishment of separate benefit zones within district; Categories of businesses
The city council may establish one or more separate benefit zones within the district based upon the degree of benefit derived from the improvements or activities to be provided within the benefit zone and may impose a different assessment within each benefit zone. If the assessment is to be levied on businesses, the city council may also define categories of businesses based upon the degree of benefit that each will derive from the improvements or activities to be provided within the district and may impose a different assessment or rate of assess ment on each category of business, or on each category of business within each zone.
36628.5. Assessments on businesses or property owners
The city council may levy assessments on businesses or on property owners, or a combination of the two, pursuant to this part. The city council shall structure the assessments in whatever manner it determines corresponds with the distribution of benefits from the proposed improvements, maintenance, and activities, provided that any property- based assessment conforms with the requirements set forth in paragraph (2) of subdivision (k) of Section 36622.
36629. Provisions and procedures applicable to benefit zones and business categories
All provisions of this part applicable to the establishment, modification, or disestablishment of a property and business improvement district apply to the establishment, mo dification, or disestablishment of benefit zones or categories of business. The city council shall, to establish, modify, or disestablish a benefit zone or category of business, follow the procedure to establish, modify, or disestablish a property and business improvement district.
36630. Expiration of district; Creation of new district
If a property and business improvement district expires due to the time limit set pursuant to subdivision (h) of Section 36622, a new management district plan may be created and the district may be renewed pursuant to this part.
CHAPTER 3. Assessments
36631. Time and manner of collection of assessments; Delinquent payments
The collection of the assessments levied pursuant to this part shall be made at the time and in the manner set forth by the city council in the resolution levying the assessment. Assessments levied on real property may be collected at the same time and in the same manner as for the ad valorem property tax, and may provide for the same lien priority and penalties for delinquent payment. All delinquent payments for assessments levied pursuant to this part may be charged interest and penalties.
36632. Assessments to be based on estimated benefit; Classification of real property and businesses; Exclusion of residential and agricultural property
(a) The assessments levied on real property pursuant to this part shall be levied on the basis of the estimated benefit to the real property within the property and business improvement district. The city council may 33 SBSCTBID MDP Page 24
March 3, 2022
classify properties for purp oses of determining the benefit to property of the improvements and activities provided pursuant to this part.
(b) Assessments levied on businesses pursuant to this part shall be levied on the basis of the estimated benefit to the businesses within the pro perty and business improvement district. The city council may classify businesses for purposes of determining the benefit to the businesses of the improvements and activities provided pursuant to this part.
(c) Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit from the improvements and service funded through these assessments, and shall not be subject to any assessment pursuant to this part.
36633. Time for contesting validity of assessment
The validity of an assessment levied under this part shall not be contested in an action or proceeding unless the action or proceeding is commenced within 30 days after the resolution levying the assessment is adopted pursuant to Section 36625. An appeal from a final judgment in an action or proceeding shall be perfected within 30 days after the entry of judgment.
36634. Service contracts authorized to establish levels of city services
The city council may execute baseline service contracts that would establish levels of city services that would continue after a property and business improvement district has been formed.
36635. Request to modify management district plan
The owners’ association may, at any time, request that the city council modify the management district plan. Any modification of the management district plan shall be made pursuant to this chapter.
36636. Modification of plan by resolution after public hearing; Adoption of resolution of intention
(a) Upon the written request of the owners’ association, the city council may modify the management district plan after conducting one public hearing on the proposed modifications. The city council may modify the improvements and activities to be funded with the revenue derive d from the levy of the assessments by adopting a resolution determining to make the modifications after holding a public hearing on the proposed modifications. If the modification includes the levy of a new or increased assessment, the city council shall comply with Section 36623. Notice of all other public hearings pursuant to this section shall comply with both of the following:
(1) The resolution of intention shall be published in a newspaper of general circulation in the city once at least seven days before the public hearing.
(2) A complete copy of the resolution of intention shall be mailed by first class mail, at least 10 days before the public hearing, to each business owner or property owner affected by the proposed modification.
(b) The city council shall adopt a resolution of intention which states the proposed modification prior to the public hearing required by this section. The public hearing shall be held not more than 90 days after the adoption of the resolution of intention.
36637. Reflection of modification in notices recorded and maps
Any subsequent modification of the resolution shall be reflected in subsequent notices and maps recorded pursuant to Division 4.5 (commencing with Section 3100), in a manner consistent with the provisions of Section 36627.
CHAPTER 3.5. Financing
36640. Bonds authorized; Procedure; Restriction on reduction or termination of assessments
(a)The city council may, by resolution, determine and declare that bonds shall be issued to finance the estimated cost of some or all of the proposed improvements described in the resolution of formation adopted 34 SBSCTBID MDP Page 25
March 3, 2022
pursuant to Section 36625, if the resolution of formation adopted pursuant to that section provides for the issuance of bonds, under the Improvement Bond Act of 1915 (Division 10 (commencing with Section 8500)) or in conjunction with Marks-Roos Local Bond Pooling Act of 1985 (Article 4 (commencing with Section 6584) of Chapter 5 of Division 7 of Title 1 of the Government Code). Either act, as the case may be, shall govern the proceedings relating to the issuance of bonds, although proceedings under the Bond Act of 1915 may be modified by the city council as necessary to accommodate assessments levied upon business pursuant to this part.
(b) The resolution adopted pursuant to subdivision (a) shall generally describe the proposed improvements specified in the resolution of formation adopted pursuant to Section 36625, set forth the estimated cost of those improvements, specify the number of annual installments and the fiscal years during which they are to be collected. The amount of debt service to retire the bonds shall not exceed the amount of revenue estimated to be raised from assessments over 30 years.
(c) Notwithstanding any other provision of this part, assessments levied to pay the principal and interest on any bond issued pursuant to this section shall not be reduced or terminated if doing so would interfere with the timely retirement of the debt.
CHAPTER 4. Governance
36650. Report by owners’ association; Approval or modification by city council
(a) The owners’ association shall cause to be prepared a report for each fiscal year, except the first year, for which assessments are to be l evied and collected to pay the costs of the improvements, maintenance, and activities described in the report. The owners’ association’s first report shall be due after the first year of operation of the district. The report may propose changes, including, but not limited to, the boundaries of the property and business improvement district or any benefit zones within the district, the basis and method of levying the assessments, and any changes in the classification of property, including any categories of business, if a classification is used.
(b) The report shall be filed with the clerk and shall refer to the property and business improvement district by name, specify the fiscal year to which the report applies, and, with respect to that fiscal year, shall contain all of the following information:
(1) Any proposed changes in the boundaries of the property and business improvement district or in any benefit zones or classification of property or businesses within the district. (2) The improvements, maintenance, and activities to be provided for that fiscal year. (3) An estimate of the cost of providing the improvements, maintenance, and activities for that fiscal year.
(4) The method and basis of levying the assessment in sufficient detail to allow each real property or business owner, as appropriate, to estimate the amount of the assessment to be levied against his or her property or business for that fiscal year.
(5) The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
(6) The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this part.
(c) The city council may approve the report as filed by the owners’ association or may modify any particular contained in the report and approve it as modified. Any modification shall be made pursuant to Sections 36635 and 36636.
The city council shall not approve a change in the basis and method of levying assessments that would impair an authorized or executed contrac t to be paid from the revenues derived from the levy of assessments, including any commitment to pay principal and interest on any bonds issued on behalf of the district.
36651. Designation of owners’ association to provide improvements, maintenance, and activities
The management district plan may, but is not required to, state that an owners’ association will provide the improvements, maintenance, and activities described in the management district plan. If the management district plan designates an owners’ association, the city shall contract with the designated nonprofit corporation to provide services.
CHAPTER 5. Renewal
35 SBSCTBID MDP Page 26
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36660. Renewal of district; Transfer or refund of remaining revenues; District term limit
(a) Any district previously established whose term has expired, or will expire, may be renewed by following the procedures for establishment as provided in this chapter. (b) Upon renewal, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be transferred to the renewed district. If the renewed district includes additional parcels or businesses not included in the prior district, the remaining revenues shall be spent to benefit only the parcels o r businesses in the prior district. If the renewed district does not include parcels or businesses included in the prior district, the remaining revenues attributable to these parcels shall be refunded to the owners of these parcels or businesses. (c) Upon renewal, a district shall have a term not to exceed 10 years, or, if the district is authorized to issue bonds, until the maximum maturity of those bonds. There is no requirement that the boundaries, assessments, improvements, or activities of a renewed district be the same as the original or prior district.
CHAPTER 6. Disestablishment
36670. Circumstances permitting disestablishment of district; Procedure
(a) Any district established or extended pursuant to the provisions of this part, where there is no indebtedness, outstanding and unpaid, incurred to accomplish any of the purposes of the district, may be disestablished by resolution by the city council in either of the following circumstances:
(1) If the city council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the district, it shall notice a hearing on disestablishment. (2) During the operation of the district, there shall be a 30-day period each year in which assessees may request disestablishment of the district. The first such period shall begin one year after the date of establishment of the district and shall continue for 30 days. The next such 30- day period shall begin two years after the date of the establishment of the district. Each successive year of operation of the district shall have such a 30-day period. Upon the written petition of the owners or authorized representatives of real property or the owners or authorized representatives of businesses in the district who pay 50 percent or more of the assessments levied, the city council shall pass a resolution of intention to disestablish the district. The city council shall notice a hearing on disestablishment. (b) The city council shall adopt a resolution of intention to disestablish the district prior to the public hearing required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the property and business improvement district. The notice of the hear ing on disestablishment required by this section shall be given by mail to the property owner of each parcel or to the owner of each business subject to assessment in the district, as appropriate. The city shall conduct the public hearing not less than 30 days after mailing the notice to the property or business owners. The public hearing shall be held not more than 60 days after the adoption of the resolution of intention.
36671. Refund of remaining revenues upon disestablishment or expiration without renewal of district; Calculation of refund; Use of outstanding revenue collected after disestablishment of district
(a) Upon the disestablishment or expiration without renewal of a district, any remaining revenues, after all outstanding debts are paid, derived from the levy of assessments, or derived from the sale of assets acquired with the revenues, or from bond reserve or construction funds, shall be refunded to the owners of the property or businesses then located and operating within the district in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished or expires. All outstanding assessment revenue collected after disestablishment shall be spent on improvements and activities specified in the management district plan. (b) If the disestablishment occurs before an assessment is levied for the fiscal year, the method and basis that was used to calculate the assessments levied in the immediate prior fiscal year shall be used to calculate the amount of any refund.
36 SBSCTBID MDP Page 27
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APPENDIX 2 – ASSESSED BUSINESSES
Name of Establishment Jurisdiction Class Mailing Address City/State/Zip The Leta City of Goleta Upper Upscale
Class
5650 Calle Real Goleta, CA
93117
1005 Monte Cristo County Of Santa
Barbara
Short Term
Rental
1005 Monte
Cristo Lane
Santa Barbara
CA 93108
Gretchen Zee City Of Goleta Short Term
Rental
1011 Via
Bolzano
Goleta, CA
93124
The Palace County Of Santa
Barbara
Short Term
Rental
1015 Debra
Drive
Santa Barbara
CA 93110
Ala Mar Motel City Of Santa
Barbara
Midscale Class 102 W Cabrillo
Blvd
Santa Barbara,
CA 93101-3505
Alamar Motel City Of Santa
Barbara
Midscale Class 102 W Cabrillo
Blvd
Santa Barbara,
CA 93101-3505
1508 Miramar Beach County Of Santa
Barbara
Short Term
Rental
10250
Constellation
Blvd 5th Fl
Los Angeles CA
90067
Harbor House Inn City Of Santa
Barbara
Midscale Class 104 Bath St Santa Barbara,
CA 93101-3805
Gledhill, David County Of Santa
Barbara
Short Term
Rental
1040 Mission
Canyon Road
Santa Barbara
CA 93105
Casa Del Sol County Of Santa
Barbara
Short Term
Rental
1043 Via
Chaparral
Santa Barbara
CA 93105
David & Janette Delorie City Of Santa
Barbara
Short Term
Rental
1052 Vereda Del
Ciervo
Goleta, CA
93117-5304
Damron, Bonnie County Of Santa
Barbara
Short Term
Rental
1076 Fairway Rd Santa Barbara
CA 93108
Coastal Properties County Of Santa
Barbara
Short Term
Rental
1086 Coast
Village Rd
Santa Barbara
CA 93108
Franciscan Inn & Suites City Of Santa
Barbara
Upscale Class 109 Bath St Santa Barbara,
CA 93101-3804
Bb Pacific Llc City Of Santa
Barbara
Short Term
Rental
1103 Portesuello
Av
Santa Barbara,
CA 93105
Christine Chavez City Of Santa
Barbara
Short Term
Rental
1107 5th St Davis, CA 95616-
3920
Duris, Maureen County Of Santa
Barbara
Short Term
Rental
111 Crestview
Lane
Santa Barbara
CA 93108
Young, David & Kristen County Of Santa
Barbara
Short Term
Rental
1110 Oriole Rd Santa Barbara
CA 93108
Mar Monte Hotel
(Formerly Hyatt Centric)
City Of Santa
Barbara
Luxury Class 1111 E Cabrillo
Blvd
Santa Barbara,
CA 93103-3701
37 SBSCTBID MDP Page 28
March 3, 2022
Santa Barbara House City Of Santa
Barbara
Luxury Class 1111 E Cabrillo
Blvd
Santa Barbara,
CA 93103-3701
Riven Rock
Management, LLC
County Of Santa
Barbara
Short Term
Rental
1114 State St,
Ste 250
Santa Barbara
CA 93101
La Maison Santa
Barbara
City Of Santa
Barbara
Short Term
Rental
112 E Ortega St
Ste 301
Santa Barbara,
CA 93101-1631
Tres Perros Beach
House
County Of Santa
Barbara
Short Term
Rental
1130 Iliff St Pacific Palisades
CA 90272
Butterfly Homestay County Of Santa
Barbara
Short Term
Rental
1132 Hill Rd Santa Barbara
CA 93108
Brace, Kyle County Of Santa
Barbara
Short Term
Rental
116 Hermosillo
Rd
Santa Barbara
CA 93108
Bryan R Smith City Of Santa
Barbara
Short Term
Rental
116 San Rafael
Ave
Santa Barbara,
CA 93109-2077
Donald Campbell/Joy
Kelly
City Of Santa
Barbara
Short Term
Rental
118 Chapala St
Apt 1
Santa Barbara,
CA 93101-5224
Dominic, Andrea County Of Santa
Barbara
Short Term
Rental
1187 Coast
Village Rd #413
Santa Barbara
CA 93108
Inn On Summer Hill &
Spa
County Of Santa
Barbara
Upper Midscale
Class
1187 Coast
Village Rd #508
Santa Barbara,
CA 93108
Coast Village Inn City Of Santa
Barbara
Upper Midscale
Class
1188 Coast
Village Rd
Santa Barbara,
CA 93108-2717
The Wayfarer City Of Santa
Barbara
Upper Midscale
Class
12 E Montecito
St
Santa Barbara,
CA 93101-2323
Loon Point Cottages County Of Santa
Barbara
Short Term
Rental
120 Morgan
Lane
Carpinteria CA
93013
Simpson House Inn City Of Santa
Barbara
Luxury Class 121 E Arrellaga
St
Santa Barbara,
CA 93101-1903
Riviera Beach House
(Formerly Hotel Indigo
Santa Barbara)
City Of Santa
Barbara
Upper Upscale
Class
121 State St Santa Barbara,
CA 93101-3529
Sapphire Land &
Development
County Of Santa
Barbara
Short Term
Rental
1212 Mark Ave Carpinteria CA
93013
Mission Canyon Peace County Of Santa
Barbara
Short Term
Rental
1220 Mission
Canyon Pl
Santa Barbara
CA 93105
124 Rincon Point Road County Of Santa
Barbara
Short Term
Rental
124 Rincon Point Carpinteria CA
93013
De La Vina Inn City Of Santa
Barbara
Upper Upscale
Class
1246 Hoover St Menlo Park, CA
94025-4217
Rincon Seaside Retreat County Of Santa
Barbara
Short Term
Rental
126 Montecello
Ave
Piedmont CA
94611
Four Seasons Resort The
Biltmore Santa Barbara
County Of Santa
Barbara
Luxury Class 1260 Channel
Drive
Santa Barbara,
CA 93108
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March 3, 2022
Montecito Inn City Of Santa
Barbara
Upscale Class 1295 Coast
Village Rd
Santa Barbara,
CA 93108-2748
Presidio Motel City Of Santa
Barbara
Economy Class 1304 Portesuello
Ave
Santa Barbara,
CA 93105-4623
Palm Tree Properties County Of Santa
Barbara
Short Term
Rental
131 Hermosillo
Rd
Santa Barbara
CA 93108
3081 Via Real Llc County Of Santa
Barbara
Short Term
Rental
1310 San
Antonio Creek
Rd
Santa Barbara
CA 93111
Kimberly & John Bianchi City Of Santa
Barbara
Short Term
Rental
1311 Suffield Ln Bakersfield, CA
93312-4681
Mike Rosie Rental City Of Santa
Barbara
Short Term
Rental
1333 Cliff Dr Santa Barbara,
CA 93109-1729
Pape, Nancy County Of Santa
Barbara
Short Term
Rental
1335 40th Street Sacramento CA
95819
Peterson Rentals County Of Santa
Barbara
Short Term
Rental
1342 Virginia Rd Santa Barbara
CA 93108
Arneson, Pamela & Eric County Of Santa
Barbara
Short Term
Rental
1345 Virginia Rd Santa Barbara
CA 93108
Montecito Cottage County Of Santa
Barbara
Short Term
Rental
1355 Danielson
Rd
Santa Barbara
CA 93108
Sea Steppe County Of Santa
Barbara
Short Term
Rental
1363 Danielson
Rd
Santa Barbara
CA 93108
The Beach Loft County Of Santa
Barbara
Short Term
Rental
1371 Santa Clara
Way
Santa Barbara
CA 93108
The Beach Cottage County Of Santa
Barbara
Short Term
Rental
1371 Santa Clara
Way
Santa Barbara
CA 93108
Montecito Vacation
Home
County Of Santa
Barbara
Short Term
Rental
1371 Santa Clara
Way
Santa Barbara
CA 93108
Rutherford, John & Lynn County Of Santa
Barbara
Short Term
Rental
1374 Danielson
Rd #B
Santa Barbara
CA 93108
Cottage By The Sea County Of Santa
Barbara
Short Term
Rental
1390 Virginia
Road
Santa Barbara
CA 93108
Upham Hotel City Of Santa
Barbara
Upper Upscale
Class
1404 De La Vina
St
Santa Barbara,
CA 93101-3027
Montecito, LLC County Of Santa
Barbara
Short Term
Rental
1410 N Jameson
Lane
Santa Barbara
CA 93108
East Beach Cottages City Of Santa
Barbara
Short Term
Rental
1415 Cantera
Ave
Santa Barbara,
CA 93110-2402
Mid-Century Hideaway County Of Santa
Barbara
Short Term
Rental
1418 N Jameson
Lane
Santa Barbara
CA 93108
Eric & Amy Ryan City Of Santa
Barbara
Short Term
Rental
1424 San Miguel
Ave
Santa Barbara,
CA 93109-2045
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March 3, 2022
Chambers Homestay County Of Santa
Barbara
Short Term
Rental
145 Walnut St Santa Barbara
CA 93111
Connors Properties LLC City Of Santa
Barbara
Short Term
Rental
1475 Cougar
Ridge Rd
Buellton, CA
93427-9414
Epstein, Seth & Monica County Of Santa
Barbara
Short Term
Rental
1482 E Valley Rd
Suite #234
Santa Barbara
CA 93108
Dealy, Catherine &
Peter
County Of Santa
Barbara
Short Term
Rental
1482 East Valley
Rd #245
Santa Barbara
CA 93108
Scott C Boydston Trust County Of Santa
Barbara
Short Term
Rental
1485 S Jameson
Lane
Santa Barbara
CA 93108
Cota Lane Properties County Of Santa
Barbara
Short Term
Rental
1490 Wyant
Road
Santa Barbara
CA 93108
Villa Rosa City Of Santa
Barbara
Upper Midscale
Class
15 Chapala St Santa Barbara,
CA 93101-3507
Hyatt Place Santa
Barbara
County Of Santa
Barbara
Upscale Class 150 W Harris
Ave
South San
Francisco, CA
94030
7490 Magnolia, LLC County Of Santa
Barbara
Short Term
Rental
151 Kalmus Dr,
M-4
Costa Mesa CA
92626
Hamilton, Justine County Of Santa
Barbara
Short Term
Rental
1521 Sinaloa Dr Santa Barbara
CA 93108
Patricia Woodruff City Of Santa
Barbara
Short Term
Rental
1529 San Miguel
Ave
Santa Barbara,
CA 93109-2046
Signature Rentals -
California, Inc
County Of Santa
Barbara
Short Term
Rental
15475 N
Greenway
Hayden Loop Ste
B2
Scottsdale AZ
85260
Casa Valerio City Of Santa
Barbara
Short Term
Rental
1550 Tiburon
Blvd # G-343
Tiburon, CA
94920-2564
Villa Malaga City Of Santa
Barbara
Short Term
Rental
1557 La Cresta
Cir
Santa Barbara,
CA 93109-1741
Villa Flora County Of Santa
Barbara
Short Term
Rental
1581 Green
Lane
Santa Barbara
CA 93108
Paradise Retreats County Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara
CA 93101
Breakaway Retreat City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-0000
Sea Glass Cottage City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Cottages At West Beach City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Mesa Bliss City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
40 SBSCTBID MDP Page 31
March 3, 2022
The Sea Captain's House City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Tropical Retreat City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Mesa Life City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Sandwaves City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Downtown Villa City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Happy Place City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
West Beach Oasis City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
East Beach Sophisticate City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Bluewater Retreat City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Harbor Retreat City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Surfer's Paradise City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Sea Change City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
Juniper Cottage City Of Santa
Barbara
Short Term
Rental
16 E Arrellaga St Santa Barbara,
CA 93101-2502
1608 Bath St Vacation
Rental
City Of Santa
Barbara
Short Term
Rental
1608 Bath St Santa Barbara,
CA 93101-2908
Blaser Living Trust County Of Santa
Barbara
Short Term
Rental
1639 Posilipo
Lane
Santa Barbara
CA 93108
Rh Management Inc City Of Santa
Barbara
Short Term
Rental
1650 Veteran
Ave Apt 307
Los Angeles, CA
90024-5555
David Sullins City Of Santa
Barbara
Short Term
Rental
1683 Manor Rd Englewood, FL
34223-4929
David Sullins Vacation
Rental
City Of Santa
Barbara
Short Term
Rental
1683 Manor Rd Englewood, FL
34223-4929
Holiday Inn Express
Santa Barbara
City Of Santa
Barbara
Upper Midscale
Class
17 W Haley St Santa Barbara,
CA 93101-3428
Holiday Inn Express
Hotel Virginia
City Of Santa
Barbara
Upper Midscale
Class
17 W Haley St Santa Barbara,
CA 93101-3428
Magic Retreat Home County Of Santa
Barbara
Short Term
Rental
1705 San
Marcos Pass Rd
Santa Barbara
CA 93105
Perfect Surf City Of Santa
Barbara
Short Term
Rental
1717 Sunset Ave Santa Monica,
CA 90405-5919
41 SBSCTBID MDP Page 32
March 3, 2022
Alex & Erik Funke City Of Santa
Barbara
Short Term
Rental
1718 Se
Mulberry Ave
Portland, Or
97214-4764
Sunset Inn City Of Santa
Barbara
Economy Class 1787 E
Thompson Blvd
Ventura, CA
93001-3326
Casa Del Mar Inn City Of Santa
Barbara
Upper Midscale
Class
18 Bath St Santa Barbara,
CA 93101-3803
Circle Bar B County Of Santa
Barbara
Upper Upscale
Class
1800 Refugio Rd Goleta, CA
93117
718 Castillo Street LLC City Of Santa
Barbara
Short Term
Rental
1815 State St
Ste A
Santa Barbara,
CA 93101-8405
Stan Krome City Of Santa
Barbara
Short Term
Rental
1843 El Camino
De La Luz
Santa Barbara,
CA 93109-1924
Winthrop, Stuart &
Elizabeth
County Of Santa
Barbara
Short Term
Rental
1959 Las Tunas
Rd
Santa Barbara
CA 93103
The Whale House County Of Santa
Barbara
Short Term
Rental
1979 N Refugio
Rd
Santa Ynez CA
93460
Strand Hus Unit A County Of Santa
Barbara
Short Term
Rental
2 Desilva Island
Ct
Mill Valley CA
94941
8 Rincon Point, LLC County Of Santa
Barbara
Short Term
Rental
2006 Palisades
Dr
Pacific Palisades
CA 90272
Crawford Wilson
Rentals
City Of Santa
Barbara
Short Term
Rental
2016 Edgewater
Way
Santa Barbara,
CA 93109-1917
Ocean View Cottage County Of Santa
Barbara
Short Term
Rental
2018 Foothill Rd Santa Barbara
CA 93105
Fiesta Inn And Suites City Of Santa
Barbara
Economy Class 2019 State St Santa Barbara,
CA 93105-3553
A J & Stephanie
Castagnola
City Of Santa
Barbara
Short Term
Rental
206 Bath St Santa Barbara,
CA 93101-3807
Lavender Inn By The Sea City Of Santa
Barbara
Upper Upscale
Class
206 Castillo St Santa Barbara,
CA 93101-3812
Marina Beach Motel City Of Santa
Barbara
Upper Midscale
Class
21 Bath St Santa Barbara,
CA 93101-3802
Wimberly, Ed & Joan County Of Santa
Barbara
Short Term
Rental
211 Ocean View
Rd
Carpinteria CA
93013
Goena-Welch, Mina County Of Santa
Barbara
Short Term
Rental
2115 Anacapa
Street
Santa Barbara
CA 93105
Eberwein, Kristin &
William
County Of Santa
Barbara
Short Term
Rental
2121 Manzanita
Ave
Menlo Park CA
94025
Castillo Inn City Of Santa
Barbara
Economy Class 22 Castillo St Santa Barbara,
CA 93101-3809
1031 Del Sol LLC City Of Santa
Barbara
Short Term
Rental
22046 Martinez
St
Woodland Hills,
CA 91364-1611
42 SBSCTBID MDP Page 33
March 3, 2022
Best Western Plus Santa
Barbara (Formerly Bw
Encina)
City Of Santa
Barbara
Upper Midscale
Class
2220 Bath St Santa Barbara,
CA 93105-4322
Stay Sb Luxury Vacation
Rentals
County Of Santa
Barbara
Short Term
Rental
2229 State St Santa Barbara
CA 93105
Brisas Del Mar Inn At
The Beach
City Of Santa
Barbara
Upper Upscale
Class
223 Castillo St Santa Barbara,
CA 93101-3811
Inn By The Harbor City Of Santa
Barbara
Upscale Class 223 Castillo St Santa Barbara,
CA 93101-3811
Dolphin Inn Vacation
Rentals
City Of Santa
Barbara
Short Term
Rental
223 W Mason St Santa Barbara,
CA 93101-3598
Anderson, Michael &
Hilary
County Of Santa
Barbara
Short Term
Rental
2255 Las Canoas
Road
Santa Barbara
CA 93105
The Hill House, By The
Sea
County Of Santa
Barbara
Short Term
Rental
2274 Whitney
Ave
Summerland CA
93067
The Eagle Inn City Of Santa
Barbara
Upper Upscale
Class
232 Natoma Ave Santa Barbara,
CA 93101-3522
La Quinta Inns & Suites
Santa Barbara
Downtown
City Of Santa
Barbara
Upper Midscale
Class
2333 Nw
Vaughn St
Portland, OR
97210-2311
Calle Culebra County Of Santa
Barbara
Short Term
Rental
23460 Camino
Hermoso
Los Altos Hiills
CA 94024
1350 Virginia Road County Of Santa
Barbara
Short Term
Rental
23460 Camino
Hermoso Dr
Los Altos Hills
CA 94024
Bingham, Wendy County Of Santa
Barbara
Short Term
Rental
238 Toro
Canyon Rd
Carpinteria CA
93013
Gottlieb, Susan County Of Santa
Barbara
Short Term
Rental
240 Toro
Canyon Rd
Carpinteria CA
93013
Bryce, Frank & Ian
Anderson
City Of Santa
Barbara
Short Term
Rental
2410 State St Santa Barbara,
CA 93105-3562
Wanderlust Luxury
Rentals
County Of Santa
Barbara
Short Term
Rental
2429 Bath St Santa Barbara
CA 93105
Ron & Dana Macksoud City Of Santa
Barbara
Short Term
Rental
2507 Honolulu
Ave
Montrose, CA
91020-1805
Stephen Thompson City Of Goleta Short Term
Rental
253 Calle
Serrento
Goleta, CA
93125
Haley Hotel City Of Santa
Barbara
Upscale Class 26 E Haley St Santa Barbara,
CA 93101-2316
Grand Welcome County Of Santa
Barbara
Short Term
Rental
2601 Airport Dr,
Suite 270
Torrance CA
90505
Hudson, David Lamont County Of Santa
Barbara
Short Term
Rental
2620 Dorking Pl Santa Barbara
CA 93105
Pied-A-Terre County Of Santa
Barbara
Short Term
Rental
2660 Dorking Pl Santa Barbara
CA 93105
43 SBSCTBID MDP Page 34
March 3, 2022
Nelson, Thomas County Of Santa
Barbara
Short Term
Rental
2676
Glendessary
Lane
Santa Barbara
CA 93105
103 Chapala LLC City Of Santa
Barbara
Short Term
Rental
27 W Anapamu
St # 228
Santa Barbara,
CA 93101-3107
Adventures At Arroyo
Burro
City Of Santa
Barbara
Short Term
Rental
27 W Anapamu
St # 228
Santa Barbara,
CA 93101-3107
Villa Portofino LLC City Of Santa
Barbara
Short Term
Rental
27 W Anapamu
St # 228
Santa Barbara,
CA 93101-3107
Santa Barbara Vacation
Rentals, LLC
County Of Santa
Barbara
Short Term
Rental
27 W Anapamu
St #228
Santa Barbara
CA 93101
Rosenblatt, Mindy County Of Santa
Barbara
Short Term
Rental
2709 Foothill Rd Santa Barbara
CA 93105
Under The Oaks
Homestay
County Of Santa
Barbara
Short Term
Rental
2720 Puesta Del
Sol
Santa Barbara
CA 93105
Sun El Capitan Canyon County Of Santa
Barbara
Luxury Class 27777 Franklin
Rd Ste 200
Southfield MI
48034
El Capitan Canyon County Of Santa
Barbara
Luxury Class 27777 Franklin
Rd Ste 200
Southfield, MI
48034
Harbor View Inn City Of Santa
Barbara
Upscale Class 28 W Cabrillo
Blvd
Santa Barbara,
CA 93101-3504
Town & Country Inn City Of Santa
Barbara
Economy Class 2800 State St Santa Barbara,
CA 93105-3416
Lemon Tree Inn City Of Santa
Barbara
Upscale Class 2819 State St Santa Barbara,
CA 93105-3415
Secret Garden Inn City Of Santa
Barbara
Upper Upscale
Class
2821 Ben
Lomond Dr
Santa Barbara,
CA 93105-2204
Holiday Lodge City Of Santa
Barbara
Economy Class 2825 State St Santa Barbara,
CA 93105-3424
Humphreys, Crystal County Of Santa
Barbara
Short Term
Rental
2835 Ivory Ave Simi Valley CA
93063
Weisbart, Harry &
Judith
County Of Santa
Barbara
Short Term
Rental
2879 Exeter
Place
Santa Barbara
CA 93105
Brown Credit Trust City Of Santa
Barbara
Short Term
Rental
2973 Glen Albyn
Dr
Santa Barbara,
CA 93105-2219
Pacific Time
Management LLC
City Of Santa
Barbara
Short Term
Rental
30 W Quinto St Santa Barbara,
CA 93105-3923
Blue Sands Inn City Of Santa
Barbara
Upper Upscale
Class
301 N Canon Dr
Ste 302
Beverly Hills, CA
90210-4724
Hideaway Santa Barbara City Of Santa
Barbara
Luxury Class 301 N Canon Dr
Ste 302
Beverly Hills, CA
90210-4724
Best Western Plus
Pepper Tree Inn
City Of Santa
Barbara
Upper Midscale
Class
301 N Canon Dr
Ste 305
Beverly Hills, CA
90210-4726
44 SBSCTBID MDP Page 35
March 3, 2022
Quality Inn Santa
Barbara
City Of Santa
Barbara
Midscale Class 3055 De La Vina
St
Santa Barbara,
CA 93105-3351
Canary Hotel City Of Santa
Barbara
Upper Upscale
Class
31 W Carrillo St Santa Barbara,
CA 93101-3212
John Sharkey City Of Goleta Short Term
Rental
312 Pebble
Beach Dr
Goleta, CA
93126
Perry, Rosario County Of Santa
Barbara
Short Term
Rental
312 Pico Blvd Santa Monica CA
90405
Caird Family Revocable
Trust
City Of Santa
Barbara
Short Term
Rental
315 Meigs Rd #
A284
Santa Barbara,
CA 93109-1900
Caird Family Trust City Of Santa
Barbara
Short Term
Rental
315 Meigs Rd #
A284
Santa Barbara,
CA 93109-1900
Caird Family Revocable
Trust
City Of Santa
Barbara
Short Term
Rental
315 Meigs Rd #
A284
Santa Barbara,
CA 93109-1900
Humphrey Road Retreat County Of Santa
Barbara
Short Term
Rental
315 Meigs Rd
#A284
Santa Barbara
CA 93109
228 W Yanonali St City Of Santa
Barbara
Short Term
Rental
315 Meigs Rd
Ste A284
Santa Barbara,
CA 93109-1900
Kurt & Amy Chambliss City Of Santa
Barbara
Short Term
Rental
315 Meigs Rd
Ste A284
Santa Barbara,
CA 93109-1900
Dorwin Lane Rental County Of Santa
Barbara
Short Term
Rental
315 Meigs Rd
Suite A284
Santa Barbara
CA 93109
Theilmann, Theodore &
Mary Anne
County Of Santa
Barbara
Short Term
Rental
3198 Via Real Carpinteria CA
93013
Linker, Gary & Victoria County Of Santa
Barbara
Short Term
Rental
320 Malaga
Drive
Santa Barbara
CA 93108
Bath Street Inn Bed &
Breakfast
City Of Santa
Barbara
Upper Upscale
Class
3222 State St Santa Barbara,
CA 93105-3329
Agave Inn City Of Santa
Barbara
Economy Class 3222 State St #
13 Santa Barbara,
CA 93105-3329
Levet, Benoit & Vinita
Srinivas
County Of Santa
Barbara
Short Term
Rental
3238 Balboa - A San Francisco CA
94121
Mason Beach Inn City Of Santa
Barbara
Upscale Class 324 W Mason St Santa Barbara,
CA 93101-3822
Santa Barbara Classic City Of Santa
Barbara
Short Term
Rental
330 N Jefferson
St Apt 2301
Chicago, IL
60661-1220
Oasis Inn & Suites City Of Santa
Barbara
Economy Class 3344 State St Santa Barbara,
CA 93105-2624
Beachside Inn City Of Santa
Barbara
Upper Upscale
Class
336 W Cabrillo
Blvd
Santa Barbara,
CA 93101-3855
Poolside Home County Of Santa
Barbara
Short Term
Rental
3463 State St
#531
Santa Barbara
CA 93105
Gerlach, Kari Ann County Of Santa
Barbara
Short Term
Rental
3475 W Oak
Trail Rd #B
Santa Ynez CA
93460
45 SBSCTBID MDP Page 36
March 3, 2022
Sandpiper Lodge City Of Santa
Barbara
Economy Class 3525 State St Santa Barbara,
CA 93105-2627
Pure Vida Casas County Of Santa
Barbara
Short Term
Rental
3588 La Entrada Santa Barbara
CA 93105
Hotel Californian City Of Santa
Barbara
Luxury Class 36 State St Santa Barbara,
CA 93101-4983
Cheshire Cat Inn City Of Santa
Barbara
Upper Midscale
Class
36 W Valerio St Santa Barbara,
CA 93101-2524
Rose Garden Inn City Of Santa
Barbara
Economy Class 3643 State St Santa Barbara,
CA 93105-2521
Ross, Jan County Of Santa
Barbara
Short Term
Rental
3671 Berry Dr Studio City CA
91604
Amy Bankoff City Of Goleta Short Term
Rental
37 Colusa Dr. Goleta, CA
93127
Hope Hacienda County Of Santa
Barbara
Short Term
Rental
370 N La
Cumbre
Santa Barbara
CA 93110
Beachin Santa Barbara,
LLC
County Of Santa
Barbara
Short Term
Rental
3719 Santa
Claus Ln, Ste C
Carpinteria CA
93013
The Summerland Nest County Of Santa
Barbara
Short Term
Rental
3785 Santa
Claus Lane
Carpinteria CA
93013
Courtyard Santa
Barbara Goleta
City Of Goleta Upscale Class 401 Stork Rd Goleta, CA
93118
Jeff & Leann Crosby City Of Santa
Barbara
Short Term
Rental
4055 Lake
Washington Blvd
Ne Ste 200
Kirkland, WA
98033-7871
Pool, Harry County Of Santa
Barbara
Short Term
Rental
4138 Vista Clara
Rd
Santa Barbara
CA 93110
Pierce, Monique County Of Santa
Barbara
Short Term
Rental
4156 Vista Clara
Rd
Santa Barbara
CA 93110
The 3 Dux City Of Santa
Barbara
Short Term
Rental
417 Alta Loma
Ln
Santa Cruz, CA
95062-3917
Pacific Crest Santa
Barbara
City Of Santa
Barbara
Upper Midscale
Class
433 Corona Del
Mar
Santa Barbara,
CA 93103-3601
Carlos Noa City Of Goleta Short Term
Rental
433 Ellwood
Beach
Goleta, CA
93128
Yarolsav Prykhitko City Of Goleta Short Term
Rental
435 Rex Place Goleta, CA
93129
Hotel Milo City Of Santa
Barbara
Luxury Class 44 Hersha Dr Harrisburg, PA
17102-2241
Carter Casa City Of Santa
Barbara
Short Term
Rental
4449 Hill Ct Santa Maria, CA
93455-6669
Inn At East Beach City Of Santa
Barbara
Upscale Class 4562 El Captain
Pl
Camarillo, CA
93012-0000
46 SBSCTBID MDP Page 37
March 3, 2022
Country Getaway County Of Santa
Barbara
Short Term
Rental
4610 Vista
Buena Rd
Santa Barbara
CA 93110
Sollenne, Gregory &
Denise
County Of Santa
Barbara
Short Term
Rental
4643 Puente
Plaza
Santa Barbara
CA 93110
Ramada Santa Barbara County Of Santa
Barbara
Midscale Class 4770 Calle Real Santa Barbara,
CA 93110
Kalia Rork City Of Goleta Short Term
Rental
479 N. Kellogg
Ave
Goleta, CA
93130
Natures Retreat County Of Santa
Barbara
Short Term
Rental
4862 Vieja Dr Santa Barbara
CA 93110
Montecito Beach House County Of Santa
Barbara
Short Term
Rental
49 Humphrey Rd Santa Barbara
CA 93108
The Lillie House County Of Santa
Barbara
Short Term
Rental
52 Calle
Capistrano
Santa Barbara
CA 93105
Naumu, Levi & Natalie County Of Santa
Barbara
Short Term
Rental
5215 San
Vicente Dr
Santa Barbara
CA 93111
Drift Hotel City Of Santa
Barbara
Tbd Once
Operating
524 State St Santa Barbara,
CA 93101-1602
Uhler, Carey County Of Santa
Barbara
Short Term
Rental
5245 James
Road
Santa Barbara
CA 93111
Hotel Santa Barbara City Of Santa
Barbara
Upper Midscale
Class
525 3rd St Beloit, WI
53511-6221
Private Patio-Master
Bedroom Suite
County Of Santa
Barbara
Short Term
Rental
5250 Califia
Court
Santa Barbara
CA 93111
Gilkeson, Annette County Of Santa
Barbara
Short Term
Rental
5292 Austin
Road
Santa Barbara
CA 93111
Nimmer Beach House County Of Santa
Barbara
Short Term
Rental
5296 El Carro
Lane
Carpinteria CA
93013
Pacifica Suites City Of Goleta Upper Upscale
Class
5490 Hollister
Ave
Goleta, CA
93131
Turnkey Vacation
Rentals
County Of Santa
Barbara
Short Term
Rental
5508 Us Hwy
290 West, Ste
300
Austin TX 78735
White, Kristine
Mainland
County Of Santa
Barbara
Short Term
Rental
555 El Sueno
Road
Santa Barbara
CA 93110
Cul-De-Sac Family
Retreat
County Of Santa
Barbara
Short Term
Rental
557 Dentro
Drive
Santa Barbara
CA 93111
Best Western Plus South
Coast Inn
City Of Goleta Upper Midscale
Class
5620 Calle Real Goleta, CA
93132
Lizbeth Savage City Of Goleta Short Term
Rental
5628 Berkeley Goleta, CA
93133
Rbh Prooperty County Of Santa
Barbara
Short Term
Rental
563 Stoney Peak
Ct
Simi Valley CA
93065
47 SBSCTBID MDP Page 38
March 3, 2022
Hampton By Hilton Inn
Santa Barbara/Goleta
City Of Goleta Upper Midscale
Class
5665 Hollister
Ave
Goleta, CA
93121
Trysten Mertens City Of Goleta Short Term
Rental
5670 Cielo Ave. Goleta, CA
93134
Blackrock Beach House County Of Santa
Barbara
Short Term
Rental
5736
Thornwood Dr
Goleta CA 93117
Laxman Perera City Of Goleta Short Term
Rental
5762 Aguila Ave Goleta, CA
93135
Motel 6 Santa Barbara -
Goleta
City Of Goleta Economy Class 5897 Calle Real Goleta, CA 93122
Butterfly Beach House County Of Santa
Barbara
Short Term
Rental
60 Butterfly
Lane
Santa Barbara
CA 93108
West Beach Inn A Coast
Hotel
City Of Santa
Barbara
Upscale Class 600 Stewart St
Ste 1920
Seattle, WA
98101-1238
Mark Lewis City Of Goleta Short Term
Rental
6004 Berkeley Goleta, CA
93136
Kirk Evans City Of Goleta Short Term
Rental
6007 Paseo
Palmilla
Goleta, CA
93137
Super 8 Santa
Barbara/Goleta
City Of Goleta Economy Class 6021 Hollister
Ave
Goleta, CA
93123
Palihouse Santa Barbara
(Formerly Spanish
Garden Inn)
City Of Santa
Barbara
Luxury Class 615 Hampton Dr
Unit A101
Venice, CA
90291-2791
Pali House Santa
Barbara
City Of Santa
Barbara
Luxury Class 615 Hampton Dr
Unit A101
Venice, CA
90291-2791
Sarah Douglas City Of Goleta Short Term
Rental
6241 Stow Cyn
Rd
Goleta, CA
93138
Private Garden Retreat County Of Santa
Barbara
Short Term
Rental
626 Tabor Lane Santa Barbara
CA 93108
Hilton Santa Barbara
Beachfront Resort
City Of Santa
Barbara
Upper Upscale
Class
633 E Cabrillo
Blvd
Santa Barbara,
CA 93103-3611
Residence Inn Santa
Barbara Goleta
City Of Goleta Upscale Class 6350 Hollister
Ave
Goleta, CA
93120
John Dematteo City Of Goleta Short Term
Rental
6526 Calle Koral Goleta, CA
93139
Hima Sharma City Of Goleta Short Term
Rental
6536 Camino
Venturoso
Goleta, CA
93140
Kevin Ahlers City Of Goleta Short Term
Rental
655 Windsor
Ave
Goleta, CA
93141
Avania Inn City Of Santa
Barbara
Economy Class 656 N Mount
Juliet Rd
Mount Juliet, TN
37122-3323
Tropicana Gardens City Of Goleta N/A 6585 El Colegio Goleta CA 93117 Villas At Tropicana City Of Goleta N/A 6585 El Colegio
Rd
Goleta CA 93117
48 SBSCTBID MDP Page 39
March 3, 2022
Tropicana Del Norte City Of Goleta N/A 6585 El Colegio
Rd
Goleta CA 93117
Jacob & Deborah
Atkinson
City Of Goleta Short Term
Rental
6588 Calle Koral Goleta, CA
93142
Rosewood Miramar
Beach
County Of Santa
Barbara
Luxury Class 66 Eucalyptus
Lane
Montecito CA
93108
Joel Bozekowski City Of Goleta Short Term
Rental
6607 Calle Koral Goleta, CA
93143
Mojdeh Sensamici City Of Goleta Short Term
Rental
6651 Calle Koral Goleta, CA
93144
Hilton Garden Inn Santa
Barbara Goleta
City Of Goleta Upscale Class 6878 Hollister
Ave
Goleta, CA
93119
Thost, Erika County Of Santa
Barbara
Short Term
Rental
6895 Sabado
Tarde Rd
Goleta CA 93117
Gabriela Ferreria City Of Goleta Short Term
Rental
71 Cardinal Ave Goleta, CA
93145
Snellen-Jackson, Judith County Of Santa
Barbara
Short Term
Rental
7105
Gobernador Cyn
Rd
Carpentaria CA
93013
Beatriz Leon City Of Goleta Short Term
Rental
7120 Alameda Goleta, CA
93146
Verano Del Mar County Of Santa
Barbara
Short Term
Rental
720 East
Mountain Dr
Santa Barbara
CA 93108
Santa Claus Lane County Of Santa
Barbara
Short Term
Rental
720 East
Mountain Dr
Santa Barbara
CA 93108
Moriarty, Kerry County Of Santa
Barbara
Short Term
Rental
74 Olive Mill Rd Santa Barbara
CA 93108
Designer Perfect County Of Santa
Barbara
Short Term
Rental
751 N Fairfax
Ave #4
Los Angeles CA
90046
Stever, Virginia County Of Santa
Barbara
Short Term
Rental
760 S Orange
Grove Blvd
Pasadena CA
91105
Leslie Stephens City Of Goleta Short Term
Rental
77 Alpine Dr. Goleta, CA
93147
El Zapato City Of Santa
Barbara
Short Term
Rental
77 Spruce Cove
Rd
Harpswell, ME
04079-4335
Belmond Hotels El
Encanto
City Of Santa
Barbara
Luxury Class 800 Alvarado Pl Santa Barbara,
CA 93103-2176
Hiller-Adams, C Page County Of Santa
Barbara
Short Term
Rental
811 Poinsettia
Way
Santa Barbara
CA 93111
Bourbon, Rita &
Montino
County Of Santa
Barbara
Short Term
Rental
825 Rockbridge
Road
Santa Barbara
CA 93108
Ritz-Carlton Bacara
Santa Barbara
City Of Goleta Luxury Class 8301 Hollister
Ave
Goleta, CA
93117
49 SBSCTBID MDP Page 40
March 3, 2022
Jeffus, Monica County Of Santa
Barbara
Short Term
Rental
854 Cheltenham
Rd
Santa Barbara
CA 93105
Donahue, Joseph County Of Santa
Barbara
Short Term
Rental
89 Lassen Drive Santa Barbara
CA 93111
Chan, Christine County Of Santa
Barbara
Short Term
Rental
897 San Antonio
Creek Rd
Santa Barbara
CA 93111
Montecito Secluded
Serene Retreat
County Of Santa
Barbara
Short Term
Rental
900 Chelham
Way
Santa Barbara
CA 93108
San Ysidro Ranch County Of Santa
Barbara
Luxury Class 900 San Ysidro
Lane
Montecito CA
93108
Santa Barbara Inn City Of Santa
Barbara
Luxury Class 901 E Cabrillo
Blvd
Santa Barbara,
CA 93103-3642
205 Natoma LLC City Of Santa
Barbara
Short Term
Rental
9206 W Lake
Highlands Dr
Dallas, TX
75218-2725
Vacation Rentals Of
Santa Barbara
County Of Santa
Barbara
Short Term
Rental
924 Laguna #B Santa Barbara
CA 93101
Friedman Vacation
Rental
City Of Santa
Barbara
Short Term
Rental
924 Laguna St #
B
Santa Barbara,
CA 93101-1405
El Jardin City Of Santa
Barbara
Short Term
Rental
924 Laguna St
Ste B
Santa Barbara,
CA 93101-1405
Cabrillo At The Beach City Of Santa
Barbara
Economy Class 931 E Cabrillo
Blvd
Santa Barbara,
CA 93103-3642
Walk To The More Mesa
Beach
County Of Santa
Barbara
Short Term
Rental
935 Via Nieto Santa Barbara
CA 93110
Montesano, Arlene County Of Santa
Barbara
Short Term
Rental
937 Cima Linda
Lane
Santa Barbara
CA 93108
Vasek, Jeff County Of Santa
Barbara
Short Term
Rental
948 Debra Dr Santa Barbara
CA 93110
Westmont College County Of Santa
Barbara
N/A 955 La Paz Rd Santa Barbara
CA 93108
Yanover House County Of Santa
Barbara
Short Term
Rental
9563 Lime
Orchard Rd
Beverly Hills CA
91210
Raging Tide Exchange,
LLC
County Of Santa
Barbara
Short Term
Rental
9595 Wilshire
Blvd Ste 700
Beverly Hills CA
90212
Durelle, Shawn & Dena County Of Santa
Barbara
Short Term
Rental
9626 W Electra
Lane
Peoria AZ 85383
Mariposa City Of Santa
Barbara
Short Term
Rental
980 Debra Dr Santa Barbara,
CA 93110-1261
Gaurav Sharma City Of Goleta Short Term
Rental
985 Mangrove
Ave Apt. A
Sunnyvale, CA
94086
Noel Hughes City Of Goleta Short Term
Rental
99 Manchester
Place
Goleta, CA
93117
Sunny's Santa Barbara City Of Santa
Barbara
Short Term
Rental
999 W Main St
Ste 300
Boise, ID 83702-
9012
50 SBSCTBID MDP Page 41
March 3, 2022
Vacasa County Of Santa
Barbara
Short Term
Rental
PO Box 10130 Portland OR
97296
Gault, Tim Sr County Of Santa
Barbara
Short Term
Rental
PO Box 1019 Summerland CA
93067
La Playa Inn City Of Santa
Barbara
Upscale Class PO Box 1092 Santa Barbara,
CA 93102-1092
Skyview Beach Cottage County Of Santa
Barbara
Short Term
Rental
PO Box 1181 Summerland CA
93067
Herschorn Family Trust County Of Santa
Barbara
Short Term
Rental
PO Box 1198 Summerland CA
93067
Poppy's Cottage County Of Santa
Barbara
Short Term
Rental
PO Box 1312 Summerland CA
93067
Adama County Of Santa
Barbara
Short Term
Rental
PO Box 1346 Summerland CA
93067
Parker, Gail County Of Santa
Barbara
Short Term
Rental
PO Box 1384 Summerland CA
93067
Christine Sieburg City Of Santa
Barbara
Short Term
Rental
PO Box 1388 Boise, ID 83701-
1388
Garde House County Of Santa
Barbara
Short Term
Rental
PO Box 1392 Summerland CA
93067
Lomonaco, Crescent County Of Santa
Barbara
Short Term
Rental
PO Box 1428 Summerland CA
93067
Paradise Cottage County Of Santa
Barbara
Short Term
Rental
PO Box 1608 Summerland CA
93067
Cottages At Polo Run County Of Santa
Barbara
Short Term
Rental
PO Box 20357 Santa Barbara
CA 93120
Summerland Studio 2 County Of Santa
Barbara
Short Term
Rental
PO Box 205 Summerland CA
93067
Peppers County Of Santa
Barbara
Short Term
Rental
PO Box 23101 Santa Barbara
CA 93121
La Petite Maison
Blanche
City Of Santa
Barbara
Short Term
Rental
PO Box 23634 Santa Barbara,
CA 93121-3634
2225 Lillie County Of Santa
Barbara
Short Term
Rental
PO Box 237 Summerland CA
93067
Summerland Studio County Of Santa
Barbara
Short Term
Rental
PO Box 294 Summerland CA
93067
Tunberg, Thomas County Of Santa
Barbara
Short Term
Rental
PO Box 3089 Greenwood CO
80155
Best Of 52, LLC County Of Santa
Barbara
Short Term
Rental
PO Box 3089 Greenwood
Village CO 80155
Curry, Jessica Hoyt County Of Santa
Barbara
Short Term
Rental
PO Box 3089 Greenwood
Village CO 80155
Stalcup, Alan County Of Santa
Barbara
Short Term
Rental
PO Box 3089 Greenwood
Village CO 80155
51 SBSCTBID MDP Page 42
March 3, 2022
Shapiro, Michael County Of Santa
Barbara
Short Term
Rental
PO Box 3089 Greenwood
Village CO 80155
Summerland Beach
House
County Of Santa
Barbara
Short Term
Rental
PO Box 381 Summerland CA
93067
Phillips, Jacqueline County Of Santa
Barbara
Short Term
Rental
PO Box 40238 Santa Barbara
CA 93140
Craig, Patricia County Of Santa
Barbara
Short Term
Rental
PO Box 413 Summerland CA
93067
Millworks City Of Santa
Barbara
Short Term
Rental
PO Box 41459 Santa Barbara,
CA 93140-1459
The Beach House Inn City Of Santa
Barbara
Upscale Class PO Box 427 Summerland, CA
93067-0427
Villa Elegante City Of Santa
Barbara
Short Term
Rental
PO Box 4836 Santa Barbara,
CA 93140-4836
Extended Stay America
Santa Barbara - Calle
Real
County Of Santa
Barbara
Economy Class PO Box 49550 Charlotte, NC
28277
Cabana Las Floras County Of Santa
Barbara
Short Term
Rental
PO Box 50132 Santa Barbara
CA 93150
Wilkinson, Chris County Of Santa
Barbara
Short Term
Rental
PO Box 50516 Santa Barbara
CA 93150
Petite Retreat County Of Santa
Barbara
Short Term
Rental
PO Box 50715 Santa Barbara
CA 93150
Toro Canyon County Of Santa
Barbara
Short Term
Rental
PO Box 539 Summerland CA
93067
Mainstay Luxury Estates County Of Santa
Barbara
Short Term
Rental
PO Box 544 Santa Ynez CA
93460
201 Bath LLC (12 Units) City Of Santa
Barbara
Short Term
Rental
PO Box 5457 Santa Barbara,
CA 93150-5457
2942 Torito Road County Of Santa
Barbara
Short Term
Rental
PO Box 5464 Santa Barbara
CA 93150
Babcock Vintner's
House
County Of Santa
Barbara
Short Term
Rental
PO Box 637 Lompoc CA
93438
Casa Tropical
Summerland
County Of Santa
Barbara
Short Term
Rental
PO Box 644 Summerland CA
93067
2280 Varley Street County Of Santa
Barbara
Short Term
Rental
PO Box 646 Summerland CA
93067
Mediterranean Guest
Quarters
County Of Santa
Barbara
Short Term
Rental
PO Box 663 Summerland CA
93067
Miller, Jody & Ben County Of Santa
Barbara
Short Term
Rental
PO Box 695 Carpinteria CA
93014
2305 Golden Gate County Of Santa
Barbara
Short Term
Rental
PO Box 733 Summerland CA
93067
52 SBSCTBID MDP Page 43
March 3, 2022
Motel 6 Santa Barbara -
Beach
City Of Santa
Barbara
Economy Class PO Box 8000 Monsey, NY
10952-8505
Motel 6 Santa Barbara -
State Street
City Of Santa
Barbara
Economy Class PO Box 8000 Monsey, NY
10952-8505
Summer House County Of Santa
Barbara
Short Term
Rental
PO Box 811 Summerland CA
93067
Summerland Inn County Of Santa
Barbara
Upper Upscale
Class
PO Box 845 Summerland CA
93067
Summerland Double
Dolphin
County Of Santa
Barbara
Short Term
Rental
PO Box 933 Summerland CA
93067
53 ATTACHMENT 2
Resolution No. 22-__, A Resolution of the City Council of the City of Goleta, California, Granting Consent to the City of Santa Barbara to renew the Santa Barbara South Coast Tourism Business Improvement District
54 RESOLUTION NO. 22-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
GOLETA, CALIFORNIA, GRANTING CONSENT TO THE CITY
OF SANTA BARBARA TO RENEW THE SANTA BARBARA
SOUTH COAST TOURISM BUSINESS IMPROVEMENT
DISTRICT
WHEREAS, the City of Santa Bar bara is beg inning the process to renew the Santa Barbara South Coast Tourism Business Improvement District (SBSCTBID) pursuant to the Property and Business Improvement District Law of 1994, Streets and Highways Code section 36600 et seq., to promote touris m and the lodging businesses in Santa Barbara, Goleta, and portions of unincorporated southern Santa Barbara County; and
WHEREAS, the City Council of the City of Santa Barbara has requested consent to renew the SBSCTBID in the City of Goleta with adoption of Santa Barbara City Council Resolution No. 22-022, dated March 29, 2022; and
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF GOLETA, AS FOLLOWS:
SECTION 1.
The above recitals are true and correct.
SECTION 2.
The City Council consents to the City of Santa Barbara renewing, operating, modifying, and for future renewals of the SBSCTBID, which shall include the City of Goleta.
SECTION 3.
The City Clerk is hereby directed to transmit a certified copy of this Resolution to the City Clerk of the City of Santa Barbara City Council.
SECTION 4.
This Resolution is effective upon its adoption.
55 @BCL@4C2539372032
SECTION 5.
The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.
PASSED, APPROVED AND ADOPTED this 19th day of April, 2022.
__________________________
PAULA PEROTTE
MAYOR
ATTEST: APPROVED AS TO FORM:
_________________________ __________________________
DEBORAH S. LOPEZ MEGAN GARIBALDI
CITY CLERK CITY ATTORNEY
56 @BCL@4C2539372032
STATE OF CALIFORNIA )
COUNTY OF SANTA BARBARA ) ss.
CITY OF GOLETA )
I, DEBORAH S. LOPEZ, City Clerk of the City of Goleta, California, DO HEREBY CERTIFY that the foregoing Resolution No. 22-__ was duly adopted by the City Council of the City of Goleta a t a regular meeting held on the 19th day of April, 2022 by the following vote of the Council:
AYES:
NOES:
ABSENT:
(SEAL)
_________________________
DEBORAH S. LOPEZ
CITY CLERK
57 ATTACHMENT 3
Visit Santa Barbara’s TBID Presentation
58 RENEWAL OF THE
SANTA BARBARA SOUTH COAST
TOURISM BUSINESS
IMPROVEMENT DISTRICT
59 VISIT SANTA BARBARA’S MISSION
“ W e i n s p i r e o v e r n i g h t t r a v e l t o G o l e t a , S a n t a B a r b a r a , M o n t e c i t o a n d S u m m e r l a n d i n o r d e r t o e n h a n c e t h e c o m m u n i t y ’s e c o n o m y a n d q u a l i t y o f l i f e . ”
60 GOLETA HOTEL OVERSIGHT OF VSB
S t e v e J a n i c e k B a r r y D o r s e y L e s l i e B r i c k e l l The Ritz-Carlton Bacara Santa Barbara The Leta Hotel Courtyard by Marriott Santa Barbara Goleta VSB Board Chair VSB TBID Committee Chair Residence Inn by Mar riott Santa Barbara Goleta VSB TBID Committee Member
61 GOLETA CITY COUNCIL LIAISON
WITH VSB
N E W I N 2 0 2 2
• Selected by the Goleta City Council annually
• Invited to all VSB board meetings (10 annually, 90 minutes each) • Standing agenda item for Goleta to share local insights and updates • Would participate as a non-voting advisor alongside the City of Santa Barbara, Santa Barbara Airport and Santa Barbara South Coast Chamber of Commerce
62 GOLETA IS LEADING THE
SOUTH COAST RECOVERY
63 21%
20%
-10%
-11%
-12%
-15%
-17%
-19%
-27%
-29%
-33%
-34%
-58%
-65%
-75% -50% -25% 0% 25%
Santa Barbara South Coast
Laguna Beach
Palm Springs
Huntington Beach
Sacramento
Newport Beach
United States
Long Beach
California
San Diego
Los Angeles
Anaheim/Disneyland
San Jose/Santa Cruz
San Francisco/San Mateo
2021 / 2019 CHANGE IN
REVENUE PER AVAILABLE ROOM
64 58%
61%
68% 71%
68%
65%
68% 67% 64% 63% 63% 62% 61% 61% 59%
51%
45%
40%
50%
60%
70%
80%
Source: STR, a CoStar Group company
GOLETA EARNED THE HIGHEST
HOTEL OCCUPANCY FOR 2021
65 $6.6
$7.4
$8.0 $8.5 $8.9
$11.3
$11.9
$7.0
$12.6
$0
$2
$4
$6
$8
$10
$12
$14
2013 2014 2015 2016 2017 2018 2019 2020 2021
Millions
Source: City of Goleta Finance Department.
CITY OF GOLETA
TRANSIENT OCCUPANCY TAX RECORD
66 STRONG PA ST FOUR WEEKS
R E C O R D S E T T I N G D E M A N D
More TBID rooms sold than the previous record (2019)
-6% less rooms available than for the pandemic
V I S I TO R S PAY I N G A P R E M I U M F O R T H E R E G I O N +29% higher rates than previous peak
+43% higher revenue per available room than previous record (2017) Luxury class hotels lead in rate growth, but all classes are setting records 67 WHY USE SANTA BARBARA FOR
OUR UNIFIED BRAND?
68 TRAVELERS SEARCH FOR TRAVEL TO
SANTA BARBARA BY NAME
94% 4% 2%
69 TRAVELERS FIND GOLETA HOTELS BY
SEARCHING FOR SANTA BARBARA
Source: Kayak.com
70 HOW THE TBID
WORKS FOR GOLETA
71 STRATEGY ONE:
POSITION AND AMPLIFY THE
SANTA BARBARA BRAND TO TARGET MARKETS
72 PRESS COVERAGE GENERATED BY VSB
73 1,317,913 1,303,372
1,080,291 1,221,079
1,726,943
1,915,249
2,363,982
4,344,390
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
2014 2015 2016 2017 2018 2019 2020 2021
VSB’S RECORD-SETTING WEBSITE TRAFFIC
Source: Google Analytics
74 CUSTOM SERVICES WITH GOLETA
S A N TA B A R B A R A S O U T H C O A S T C H A M B E R O F C O M M E R C E If the renewal is successful, Visit Santa Barbara is developing a grant to the chamber intended to elevate local Goleta business through:
• GoGoleta.com visitor website
• Goleta visitor magazine refresh and distribution
75 STRATEGY TWO:
GROW OVERNIGHT DEMAND
FOR THE DESTINATION
STRATEGY TWO:
GROW OVERNIGHT DEMAND
FOR THE DESTINATION
76 13,660 15,979
62,370
-
20,000
40,000
60,000
80,000
2019 2020 2021
GROWING WEBSITE LEADS TO GOLETA HOTELS
Source: Google Analytics
77 78
Goleta’s share of hotel rooms across the TBID
IN 2021, GOLETA HOTELS WON:
of VSB group bookings
of VSB group hotel room nights
of
VSB’s group revenue
39%
50%
55%
26%
GOLETA MEETINGS AND EVENTS
79 3RD NIGHT FREE CAMPA IGN
VSB’S MOST POPULAR
PROMOTION
Direct referrals for non-commissioned bookings
62% of hotel rooms were booked in
Goleta
Participating TBID properties
– Best Western Plus South Coast Inn
– Pacifica Suites
– The Leta (The Goodland)
– The Ritz-Carlton Bacara Santa Barbara
80 STRATEGY THREE:
CHAMPION POSITIVE VISITOR EXPERIENCES
81 VISIT SANTA BARBARA SUPPORTS
AIR SERVICE GROWTH
• Chicago
• Denver, Las Vegas, Oakland, Sacramento
• San Diego
N O N S TO P F L I G H T S A D D E D W I T H V S B S U P P O R T 82 83
HOSPITALITY CAREER FAIR
A P R I L 2 0 , 2 0 2 2 – 1 1 A M TO 3 P M
Hilton Santa Barbara Beachfront Resort
Designed for Santa Barbara South Coast hospitality organizations in Santa Barbara, Goleta, Summerland and Montecito.
84 WORKFORCE DEVELOPMENT
S A N TA B A R B A R A S O U T H C O A S T C H A M B E R O F C O M M E R C E If the renewal is successful, Visit Santa Barbara is developing a grant to fund local workforce development initiatives, including:
• Additional career fairs across the district
• Outreach to local high schools, colleges and universities for fresh career training and industry recruitment
• Public relations and advertising elevating the industry’s life skills, paths for career advancement, benefits and flexibility
85 GOLETA VISITOR EXPERIENCES
S A N TA B A R B A R A S O U T H C O A S T C H A M B E R O F C O M M E R C E If the renewal is successful, Visit Santa Barbara is developing a grant to fund local visitor services, including:
• The return of the Goleta Lemon Festival
• Support for the World of Pinot Noir
• Other future events that generate district-wide overnight visits • Visitor services
86 STRATEGY FOUR:
STRENGTHEN THE ORGANIZATION’S
EFFECTIVENESS
87 88
49VISIT SANTA BARBARA – 2021 CREATIVE TESTING
RESEARCH OVERVIEW
49VISIT SANTA BARBARA – 2021 CREATIVE TESTING
Survey of
Leisure Travelers
Ad Interaction & Heat
Mapping Assessment
In-Depth Interviews with
Leisure Travelers
89 WHAT COMES NEXT?
90 SANTA BARBARA SOUTH COAST
TOURISM IMPROVEMENT DISTRICT (TBID) RENEWAL
91 WHAT IS THE TBID?
• Properties within the TBID pay an assessment for services that increase room night sales
• Efficiencies of private sector operation and industry oversight • Funds are neither VSB’s, nor the government’s, but instead managed for the benefit of the payors across the lodging industry
92 ADVANTAGES TO OUR TBID
• Funds must be spent on services that provide a specific benefit to those who pay, the lodging industry
• Funds cannot be diverted to general government programs • Services are customized to fit the needs of payors based on market conditions
• TBIDs are approved and governed by those who will pay the assessment • Stable, long-term funding source for promotion of overnight travel 93 TBID RENEWAL
P R O P O S AL
Renew the Tourism Business Improvement District (TBID) for July 1, 2022, through June 30, 2032, for 2% of rooms revenue.
G O A L
Attract incremental overnight customers to lodging businesses along the South Coast through VSB programs that increase the visibility of Santa Barbara as a desirable destination.
94 BROAD INDUSTRY SUPPORT
D I S T R I C T - W I D E : 3 3 6 A S S E S S E D B U S I N E S S E S 60% signed petitions, weighted by assessment
G O L E TA : 1 0 H O T E L S , 2 4 VA C AT I O N R E N TA L S A S S E S S E D 85% signed petitions, weighted by assessment
This is the highest ratio of support of the three TBID jurisdictions 95 TBID RENEWAL
D E S I R E D B U S I N E S S O U T C O M E S
• Grow annual occupancy from ~70% to ~80%
• Maintain the recent exceptional growth in average daily rate (ADR), to maximize room revenue for assessed businesses
D E S I R E D D I S T R I C T O U T C O M E S
• Create an assessment that is aligned with room revenue, calculated as a fixed two percent of room rate
• Expand VSB’s capacity to promote the destination in primary and emerging markets • Blunt the impacts of increasing competition, especially from TBIDs that recently grew their funding due to their rising rates.
96 NO MATERIAL CHANGES
• District boundaries
• Definitions of assessed businesses
• Collection method
• Government collection fees
• TBID committee composition (definitions updated, but same members) 97 TBID RENEWAL TIMELINE
F E B 2 0 2 2 TBID Committee and VSB Board Approval
M A R 2 1 , 2 0 2 2 Petition Drive Deadline
M A R t o J U N E 2 0 2 2 Government Meetings and Hearings J U N 3 0 , 2 0 2 2 Current TBID Rates Would Expire
J U L 1 , 2 0 2 2 Proposed TBID Rate Would Begin
98 THANK YOU
99