EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
January 1 – December 31, 2022
Although there are no specific reporting requirements established for the Oxbow BPAA and DBPTA tax, City staff has used the format provided by California Streets and Highways Code Section 36533 for the Oxbow BPAA and DBPTA annual report.
This format is as follows:
1. Any proposed change in boundary of area or benefit zone, or parcel classification.
Response: No changes to boundaries or classifications are proposed.
2. Improvements and activities to be provided for the fiscal year.
Response:
a) Special Events In celebration of Napa’s 175th anniversary, two new events, described below, have been added – Napa’s Table and Saturday in the Park:
• Napa’s Table – What better way to celebrate an important anniversary than dinner with 300 of your friends and neighbors – at one long table on First Street. The June 11th event will feature two receptions, dinner donated by local restaurants, and four dessert stations. The $250 tickets for the event sold out in one day.
• Show & Shine – featuring 150 pre-1978 cars, this free event will again be held in Parking lot X on August 19th. It’s a teaser for the following day’s car show, and is a locals’ favorite.
• Main Street Reunion Car Show – Gentlemen and Ladies, you can once again start your engines. After a COVID break, this August 20th event, which features 400 pre-1978 cars, returns. It’s free and open to the public, and has been a Napa staple for over twenty years. It’s mainly on Third Street.
• Saturday in the Park – At least once every 175 years or so, Napans deserve a free, family oriented event. Held in Oxbow Commons, this one features throw back events. Can you limbo? Twist? Lots of surprises in store.
• Hometown Halloween offers Napans of all ages safe trick or treating at up to 100 downtown businesses, October 29th. There are no outside vendors and no streets are closed.
• Napa Tree Lighting Ceremony Held in Veterans Park the day before Thanksgiving, Nov. 23rd, this free community event features entertainment from local children’s group and Mayor Sedgley, leading the children to countdown the lighting to the Christmas Tree. No outside vendors and no street closures.
EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
• Napa Christmas Parade This community event welcomes one and all, encouraging all Napans to either march along or come out and join their friends. November 26th at 5 PM.
• Christmas Tree contest – a brand new effort, this December long promotion will give Napans and visitors a reason to come downtown, to view dozens of decorated Christmas trees. Find out how creative and unique our merchants can be!
• Coop advertising programs The DNA produces 7500 copies of the Shop Downtown Napa Guide, which features up to 40
retailers. This is distributed in those stores, at the visitors center and to all lodging establishments in the city. Additionally, the association offers members a 50-50 coop Christmas print advertising opportunity
b) Social Media campaign the association is contracting with a local social media agency to help boost downtown’s profile.
c) Manage PBID The association is responsible for day-to-day management of the PBID district. Funded projects include the hanging flower basket program, enhanced garage and sidewalk cleaning, all Christmas lights, banners, garland and tree. PBID is funding the City approved Way-Finding signage program, and almost $500,000 effort to provide better information and a needed face lift. Other activities include marketing, from projects as varied as hosting travel writers to producing maps of downtown Napa. d) Student Employee Training
Working with the Napa County Office of Education, the districts will facilitate the hiring of up to twelve students, who will spend 40 hours getting a 360 degree view of restaurants. This is the second year and third effort of it’s kind.
3. Estimated cost to provide the improvements and activities for the year.
Response: The DNA estimates it will cost $499,274 to manage and promote the DBPTA and the Oxbow District. The DBPTA tax revenue funds approximately 75 percent of the overall program, the Oxbow BPAA the remaining 25%.
4. Method and basis of levying taxes in the Napa Oxbow BPAA and DBPTA:
Response: The taxes for the DBPTA and Oxbow BPAA are levied in an amount equal to 40 percent of the business license tax for businesses in the benefit zone. Business license taxes are imposed on each business pursuant to Napa Municipal Code Chapter 5.04.
5. Amount of any surplus or deficit revenues to be carried over from previous fiscal year.
EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
Response: The DBPTA concluded the 2021 year with net income of $21,104.
6. Amount of any contributions to be made from sources other than taxes levied pursuant to this part.
Response: The budget anticipates a total of $195,680. Most will come the Downtown Assessment and the Oxbow Promotional Assessment, with $60,000 coming from PBID management and $8,000 from the Shop Napa Guide.
The Board of Directors of the NDA serves as the Advisory Board to the Oxbow BPAA and DBPTA. For 2022, the NDA Board of Directors and their respective affiliations are:
Connie Anderson, President; Napa Valley Marketplace
Sara Brooks, Treasurer; Napa River Inn
Peter Triolo, Secretary/Treasurer; Archer Hotel
Allison Hallum, President; Eiko’s and Napa Noodle
Naomi Chamblin; Napa Bookmine
Toni Chiapetta; Sweetie Pies
Tom Finch, Filippi’s Italian Pizza Grotto
Anette Madsen; Anette’s Chocolate
Bob Magnini, Director of Operations, Bazan Cellars
Kimberly McMaster; Blue Water Day Spa
Garret Murphy; Vintners Collective
Craig Smith, Executive Director
EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
2022 Budget to Actuals for the Oxbow BPAA and DBPTA
Jan - Dec
21 Budget
$ Over
Budget
% of
Budget
Ordinary Income/Expense
Income
PPP Loan 36,617.00
Shop Downtown Napa Guide 9,660.00 8,000.00 1,660.00 120.75% Oxbow Promotional Assessment 22,856.11 26,880.00 -4,023.89 85.03% Downtown Promotional Tax 137,883.50 100,800.00 37,083.50 136.79% Main Street Reunion 2,820.00
PBID Administration 58,960.00 60,000.00 -1,040.00 98.27% Alcohol Beverage Sales 34,269.47
Sponsorships 77,100.00
Bank Interest 3.60
Total Income 380,169.68 195,680.00 184,489.68 194.28%
Gross Profit 380,169.68 195,680.00 184,489.68 194.28%
Expense
Shop Napa Guide 0.00 8,000.00 -8,000.00 0.0%
Supplies/ Materials 15,332.52
Collateral 5,506.91
Event Entertainment 39,491.84
Alcoholic Beverage 504.00
Accountant 5,700.00 4,700.00 1,000.00 121.28%
Advertising 61,834.99 44,000.00 17,834.99 140.53%
Bank Charges 3.63
Contract Services 51,273.74 4,200.00 47,073.74 1,220.8% Dues/Subscription 1,100.00
Employee Payroll 128,746.44 87,612.00 41,134.44 146.95% Federal Taxes 0.00 300.00 -300.00 0.0%
Franchise Taxes 75.00
Insurance 17,456.64 25,860.00 -8,403.36 67.5%
Offices Supplies 2,893.10 2,700.00 193.10 107.15%
Permits and Licenses 8,775.50
Postage/Box Rental 116.40 448.00 -331.60 25.98%
Rent 13,167.00 15,600.00 -2,433.00 84.4%
Telephone 4,283.23 4,200.00 83.23 101.98%
Travel/Expenses 732.64 1,275.00 -542.36 57.46%
Web Site 2,071.99 2,400.00 -328.01 86.33%
Total Expense 359,065.57 201,295.00 157,770.57 178.38%
Net Ordinary Income 21,104.11 -5,615.00 26,719.11 -375.85% Net
Income 21,104.11 -5,615.00 26,719.11 -375.85%
EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
2023 Budget to Actuals for the Oxbow BPAA and DBPTA
Jan - Dec
22 Ordinary Income/Expense
Income
Napa's Table Ticket Sales 58,750.00
Shop Downtown Napa Guide 10,000.00
Oxbow Promotional Assessment 39,000.00
Downtown Promotional Tax 145,000.00
Main Street Reunion 15,420.00
PBID Administration 60,000.00
Alcohol Beverage Sales 30,000.00
Carryover from 2021 21,104.00
Sponsorships 120,000.00
Total Income 499,274.00
Gross Profit 499,274.00
Expense
Shop Napa Guide 12,000.00
State taxes 20.00
Contributions 1,000.00
Supplies/ Materials 15,850.00
Collateral 17,500.00
Event Entertainment 112,413.00
Alcoholic Beverage 13,750.00
Accountant 6,000.00
Advertising 61,450.00
Contract Services 78,525.00
Employee Payroll 145,600.00
Insurance 29,880.00
Permits and Licenses 2,500.00
Postage/Box Rental 450.00
Rent 13,750.00
Telephone 5,000.00
Travel/Expenses 1,200.00
Web Site 2,300.00
Total Expense 519,188.00
Net Ordinary Income -19,914.00
Net
Income -19,914.00
EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
Boundary Map for the DBPTA
EXHIBIT A
2023 Annual Report for the Oxbow BPAA and DBPTA
June 2022
Boundary Map for the Oxbow BPAA