APPROVED AS TO FORM AND LEGALITY
Naree Chan (Oct 9, 202617:31:14 PDT)
CITY ATTORNEY'S OFFICE
OAKLAND CITY COUNCIL
RESOLUTION NO. C.M.S. ---------
RESOLUTION: (1) APPROVING THE ANNUAL REPORT OF THE
MONTCLAIR BUSINESS IMPROVEMENT DISTRICT ADVISORY
BOARD; (2) DECLARING THE INTENTION TO LEVY AND COLLECT
AN ANNUAL ASSESSMENT FOR THE FISCAL YEAR JANUARY 1, 2027 THROUGH DECEMBER 31, 2027 FOR THE MONTCLAIR BUSINESS
IMPROVEMENT DISTRICT INCLUDING A FIVE PERCENT (5%)
INCREASE IN THE ANNUAL ASSESSMENTS; AND (3) SCHEDULING A PUBLIC HEARING FOR DECEMBER 1, 2026
WHEREAS, the State of California allows for the formation of business assessment districts under California Streets and Highways Code Section 36500 et seq.; and WHEREAS, the business license holders in the Montclair business district petitioned to form the Montclair Business Improvement District (District) under said legislation to undertake the Management Plan for the District (Plan) which is on file with the City Clerk; and WHEREAS, the Plan provides for new security, beautification, and economic development and marketing activities with the intent of creating a positive atmosphere in the District area ( as more specifically identified in the Plan); and WHEREAS, the District was established by the City Council on November 27, 2001, pursuant to Ordinance No. 12378 C.M.S.; and
WHEREAS, California Streets and Highways Code Sections 36533 and 36534 require that before the next annual assessment for the District is levied, the City Council must: (1) approve the District's annual report, and (2) approve a Resolution of Intention that declares the intent of the City of Oakland (City) to collect the assessments and schedules a public hearing to be held about the levy of the proposed assessment; and
WHEREAS, pursuant to applicable state and local law, the District Advisory Board has prepared and filed with the City Clerk, the Annual Assessment Report (Report) (attached hereto as Exhibit A), which contains the required particulars including a detailed description of the improvements and activities to be provided for in the BID's fiscal year, which shall be from January 1, 2027 to December 31, 2027 (Calendar Year 2027), the boundaries of the area and any benefit zones within the area, and the proposed assessments to be levied upon the businesses within the area for Calendar Year 2027; and
WHEREAS, the Calendar Year 2025 Annual Report for the District includes a determination and recommendation by the Advisory Board for a five percent ( 5%) increase in the annual assessment rates beginning in Calendar Year 2027 for the District, which is within the allowable maximum annual assessment increase set forth in the approved Plan; and WHEREAS, if the District's proposed assessments for Calendar Year 2027 are approved and levied, they will be held (until disbursed) in a special trust fund established by the Finance Department on behalf of the District in Miscellaneous Trusts Fund (7999), Economic Development Organization (85411), Pass Thru Assessments Account (24224), DP850 Administrative Project (1000019), Montclair BID Program (MBID), and the City will remit the amount collected (minus the City's costs of collection, including a one percent (1 %) City cost recovery administrative fee) to the Montclair Village Association, the District's designated non-profit administrator; the one percent (1 %) administrative fee will be moved to General Purpose Fund (1010), Economic Development Organization (85411), Other Revenue: Administrative Fees Account (48726), DP850 Administrative Project (1000019), Montclair BID Program (MBID); now, therefore, be it RESOLVED: that the Council of the City does hereby find that the above recitals are true and correct; and be it
FURTHER RESOLVED: that the Council of the City does hereby approve the Calendar Year 2025 Report for the District; and be it
FURTHER RESOLVED: That the City Council does find and state its intention as follows:
1. Pursuant to California Streets and Highways Code Section 36534, the City Council declares its intention to levy and collect the assessments for the BID fiscal year, which shall be the Calendar Year 2027 as provided for in the Report and pursuant to the assessment formula as provided for in the Plan, and includes a five percent ( 5%) increase in the Calendar Year 2027 annual assessment rate as recommended by the Advisory Board, if the requested assessments are approved by the City Council after the Public Hearing scheduled by this Resolution of Intention.
2. The location and boundaries of the District shall remain the same as specified in the Plan on file with the City Clerk and there are no changes to the boundaries or benefit zones.
3. The types of the improvements and activities proposed to be funded by the levy of Calendar Year 2027 assessments on businesses in the area are those described in the Plan and the Report on file with the City Clerk. No substantial changes in the improvements or activities for the District are proposed to be made.
4. The proposed method and basis of calculating the assessments to be levied against each business in the District are those specified in the Plan and Report on file with the City Clerk; and be it
FURTHER RESOLVED: That a Public Hearing is hereby set for December 1, 2026, or as soon thereafter as the matter may be heard, to hear all public comments, protests, and to take final action as to the levying of the proposed assessments for the District for Calendar Year 2027.
Details regarding time, location and how to participate in the Public Hearing can be found at 2 www.oakland.legistar.com, or by emailing the Oakland City Clerk's Office at [email protected] or by calling 510-238-3226; and be it FURTHER RESOLVED: That pursuant to California Streets and Highways Code section 36534(b), the City Clerk is directed to give notice of the Public Hearing by causing the Resolution of Intention to be published once in a newspaper of general circulation in the City not less than seven (7) days before the Public Hearing; and be it
FURTHER RESOLVED: That at the Public Hearing the testimony of all interested persons for or against the proposed assessments will be heard, and written and oral protests may be made in the form and manner provided by Sections 36524 and 36525 of the California Streets and Highways Code as follows:
1. A protest may be made orally or in writing by any interested person. Any protest pertaining to the regularity or sufficiency of the proceedings shall be in writing and shall clearly set forth the irregularity or defect to which the objection is made.
2. Every written protest shall be filed with the Clerk at or before the time fixed for the public hearing. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing.
3. 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 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.
4. A written protest which does not comply with the requirements stated above shall not be counted in determining a majority protest.
3 5. If written protests are received from the owners of businesses in the District who will pay fifty percent (50%) or more of the assessments proposed to be levied, and protests are not withdrawn so as to reduce the protests to less than that fifty percent (50%), the proposed assessment shall not be levied.
IN COUNCIL, OAKLAND, CALIFORNIA,
PASSED BY THE FOLLOWING VOTE:
AYES- BROWN, FIFE, GALLO, HOUSTON, RAMACHANDRAN, UNGER, WANG, AND
PRESIDENT JENKINS
NOESABSENTABSTENTION -
3487153 /NC
ATTEST: ______________ _
4 ASHA REED
City Clerk and Clerk of the Council of the
City of Oakland, California
Exhibit A
BID Name
Monday, August 3, 2026
BID Annual Reporting
The Business Development Division of the City of Oakland's Economic and Workforce Development Department requests
that your Business Improvement District (BID) submit an Annual Report detailing completed activities for the previous calendar year (CY25: January 1, 2025 - December 31, 2025) and planned activities for the current calendar year (CY26).
This report will summarize your Bl D's programs and impacts for CY25, ensure transparency regarding funding sources and expenditures, provide updates on your Board and management team, and contribute to aggregated data on BID activities and impacts across Oakland. Your submission, including details on past accomplishments and future plans, will help the City evaluate and support the collective efforts of Oakland's BIDs.
Montclair Village Association
Contact Person and Information regarding Annual Reporting This will not be shared publicly, but rather needed for City of Oakland staff, in case of follow up questions or incomplete submissions
General Information & District Composition
Are you a Property-based BID or
Business-based BID? Business-Based BID
Number of Full Time Equivalent {FTE) paid staff members employed by your BID? {Including in-house and contracted) Please do not double-count staff members in multiple of the following categories.
General/ Ad min staff
Cleaning Ambassadors/workers
Public Safety Officers/Security
Ambassadors
Hospitality/Business Outreach
Ambassadors
other Seasonal/Part-time staff
Volunteers (not counting your board
members)
How many businesses in your BID? 220
Approximately how many residents in 500
your BID?
Number of FTE
.75
.25
.2
.1
.5
6 Approximately how many occupied 90
storefronts in your district?
Approximately how many vacant 1 o
storefronts in your district?
Cleaning
Does your BID provide any
supplemental cleaning services? (If
you are unsure which services qualify
as supplemental cleaning, check "yes"
to view the list.)
Is there a workforce development
component to the hiring and/or
training of your cleaning staff? (either
in-house or with a partner
organization)
What types of work are done by your
cleaning staff?
Yes
No
Sidewalk sweeping and clearing gutters
Pressure/Power Washing
Graffiti removal - public property
Graffiti removal - private property
Gum, sticker and Flyer Removal
Street furniture and trashcan maintenance and
sanitization
Landscaping services and plant watering
Event-related Waste/recycling/compost
sorting/ collection
Illegal dumping removal
Cleaning Outputs & Operations
Yearly Cleaning outputs for Calendar Year 2025 by your BID: (total per year, NOT per week or month)
Number of incidents of graffiti removed
Pounds of trash collected (if you measure
trash by number of bags, please multiply
number of bags by 25)
Number per year
66 9757
2 Number of Incidents of illegal dumping
removed
Number of 311 requests made
Number of hours of pressure washing
Number of stickers/posters removed
Number per year
24 39
0 55
Notes about cleaning outputs (e.g., whether your tracking differs from metrics requested)
GRAFFITI REMOVAL
Graffiti abatement activity increased by 10% year over year, driven by elevated levels of graffiti, including the vandalism of multiple murals and signage, a trend that has continued to rise in the post-pandemic period since 2022.
GARBAGE COLLECTION/LITTER ABATEMENT
MVA engaged a former PSC employee to continue maintenance services effective November 1, 2025, following PSC/Peralta Services' decision to discontinue this component of their operations. The data below reflects the average number of days worked per week, calculated based on the number of months and corresponding service frequency during which litter abatement activities were performed. While total weekly hours were reduced, service delivery was adjusted to increase the number of service days while utilizing fewer hours per day.
1 O months at 2 days/week [Jan. 1 - Oct 31, 2025: Service Provider = PSC: Peralta Services] 75 lbs/day x 2 days = 150 lbs/week
10 months == 43.3 weeks
150 x 43.3 = 6,495 lbs
2 months at 5 days/week [Nov.1 -Dec. 31, 2025: In accordance with PSC's workforce development program, MVA employed a previous PSC maintenance worker.] 75 lbs/day x 5 days = 375 lbs/week
2 months== 8.7 weeks
375 x 8.7 = 3,262.5 lbs
Total Annual Trash Collected: 6,495 + 3,262.5 = 9,757.5 lbs
ILLEGAL DUMPING
Illegal dumping activity increased by 17% year over year, occurring primarily along the Scout Road and Mountain Blvd. areas.
STICKER & POSTER REMOVAL
Sticker and poster removal activity increased by 10% year over year, driven by elevated levels of postering and stickering, a trend that has continued to rise in the post-pandemic period since 2022.
OAK311 REQUESTS
Oak311 requests decreased by 22% year over year, reflecting improved coordination between MVA and Public Works, as well as a more efficient response model that addressed multiple service issues through consolidated work efforts as they arose.
PRESSURE WASHING
Pressure washing services were not required in 2025, as all scheduled cleaning was completed through December 2024. Services are scheduled to occur in high traffic areas in early-2026. 3 Which usernames, emails do you
make 311 requests from? (please
specify as many as you can)
Number of days per week cleaning
services are provided (1-7 days/wk)
[email protected],
[email protected],
[email protected]
3 Number of hours per week of cleaning 1 o
services provided? ( e.g. 40 hours, 120
hours, etc)
Safety Services
Does your BID provide any
supplemental safety services? (If you
are unsure which services qualify as
supplemental safety, check "yes" to
view the list.)
Is there a workforce development
component to the hiring and/or
training of your safety staff? (either
in-house or with a partner
organization)
What types of work are done by your
safety staff?
Yes
No
Installing security cameras
Monitoring security cameras
Crime prevention workshops
Street patrol/ambassadors Coordination with OPD
Hotline for visitors, merchants, residents to call to
request immediate assistance
Walking safety escorts
Safety Outputs & Operations
Yearly Safety outputs for Calendar Year 2025 by your BID: (total per year, NOT per week or month)
Number of annual non-patrol hours
dedicated by BID administrative staff and
safety ambassadors/patrol to public safety
program in 2025
Number of annual patrol hours dedicated
by public safety officers/ safety
ambassadors hired by the BID to public
safety program in 2025
Number
496
676
4 Number of merchant checks (scheduled
outreach visits or check-ins that are not
responding to requests for service)
Number of service responses (visits made
in direct response to a business owner's
specific request)
Number of 911 calls made by the BID
Number of non-emergency calls made by
the BID
Total number of security cameras the BID
is responsible for maintaining as of Dec.
31,2025
Number of new cameras installed in new
locations in 2025
Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies in
2025
Number of incidents for which camera
footage was provided to
OPD/merchants/insurance companies
prior to January 1, 2025 (if known)
Number
1560
56 8
25 62
0 73
25 Notes about safety outputs (e.g., whether your tracking differs from metrics requested) In 2025, Montclair Village experienced an increase in auto and commercial burglaries, particularly during the first half of the year. In response, Southwest Patrol increased proactive merchant check-ins as part of its year-round Monday-Friday security program to strengthen visibility, deter crime, and support businesses. Their check-ins were not accounted for in 2024. Additionally, the 2024-2025 Holiday Security Program was extended two weeks into January 2025 beyond its traditional end date. Holiday security officers were directed to double merchant check-ins during each shift while maintaining a highly visible presence throughout the district.
NOTE: 2024 Camera footage provided should have been 35 not 350 incidents Do you provide Safety patrol services
throughout the year or just during the
holidays/as needed?
Estimated number of security
cameras to be installed by or in
coordination with the BID in the
District in 2026
Does your BID provide any
supplemental
streetscape/beautification services?
(If you are unsure which services
qualify as supplemental
streetscape/beautification, check
"yes" to view the list.)
Throughout the year
0 Yes
5 What types of
streetscape/beautification work are
done by your BID? (including
contracted and in house work)
Install/maintain planters and/or hanging baskets
Maintain tree wells
Install/ mantain banners on street/light poles
Install pedestrian-oriented lighting (including stand-alone light poles and lights on private buildings that illuminate the public right of way)
Install/maintain public plazas
Install/maintain public art pieces
Medians on Mountain Blvd
Streetscape/Beautification Outputs & Operations
Streetscape/Beautification outputs for Calendar Year 2025 by your BID:
Total number of planters and/or hanging
baskets the BID is responsible for
maintaining as of Dec. 31, 2025
Number of new planters and/or hanging
baskets installed in new locations in 2025
Total number of tree wells the BID is
responsible for maintaining as of Dec. 31,
2025
Number of new tree wells installed in new
locations in 2025
Total number of banners on street/light
poles the BID is responsible for
maintaining as of Dec. 31, 2025
Number of new banners installed in 2025
Total number of pedestrian-oriented
lighting elements (including stand-alone
light poles and lights on private buildings
that illuminate the public right of way) the
BID is responsible for maintaining as of
Dec.31,2025
Total acres illuminated by pedestrianoriented lighting elements the BID is responsible for maintaining as of Dec. 31,
2025
Number of new pedestrian-oriented
lighting elements installed in new
locations in 2025
Number
37 0
80 0
55 0
5 11 .2
0 6
Total number of Big Belly trash cans the
BID is responsible for maintaining as of
Dec.31,2025
Number of new Big Belly trash cans
installed in new locations in 2025
Total number of public plazas the BID is
responsible for maintaining as of Dec. 31,
2025
Number of new public plazas added in
2025
Total number of public art pieces the BID is
responsible for maintaining as of Dec. 31,
2025
Number of new public art pieces installed
in 2025
Number
0 0
1 0
43 0
Notes about streetscape/beautification outputs (e.g., whether your tracking differs from metrics requested)
While no new planters were added, the MVA plans to refresh all planters in the Village in 2026 and have adopted five from businesses that have vacated.
In 2025, 1,000 linear feet of rooftop string lighting was replaced, complemented by seasonal maintenance services to ensure optimal performance and longevity of all rooftop lighting throughout Montclair Village. 4 wrapped poles, ~3,785 linear feet of rooftop lighting Does your BID provide any
supplemental Marketing, Events and
Communications services?{lf you are
unsure which services qualify as
supplemental marketing, events and
communications services, check "yes"
to view the list.)
What types of marketing and
communications work are done by
your BID? (including contracted and in
house work)
Yes
Print news advertising (e.g. EBX, East Bay times, etc.) Digital advertising (e.g. Oaklandside, Google, etc.)
Social media advertising (e.g. promoted posts and/or
Facebook, lnstagram ad campaigns, partnering with
influencers, etc.)
Social media posts (non-promoted)
Physical advertising (billboards, bus shelters, BART
stations, etc.)
Flyers & posters Email newsletters
Publish press releases
7 What types of Events and District
Promotions work are done by your
BID? (including contracted and in
house work)
What types of social media platforms
does your BID actively use?
Produce BID events
Sponsor/in-kind support to events produced by
businesses and non-BID entities in the District
Maintain Event calendar on BID website
Input (non-BID) events in District onto BID/Visit Oakland event calendar
Produce District Guides/maps (including digital or
printed)
Facebook lnstagram Next Door
For each of the following platforms you actively use, how many subscribers/followers do you have?
Number of Number of Total Total Reach/opens subscribers/follower posts/emails sent in engagement/clicks in 2025 s as of Dec 31, 2025 2025 Email Distribution 3975 56 71215 List
Facebook 3600 350 325000
lnstagram 3700 445 45000
Twitter 0 0 0
Tiktok 0 0 0
WhatsApp 0 0 0
YouTube 0 0 0
What is the average email open rate in 61
2025 as a percentage?
Events and District Promotions Outputs & Operations
Events and District Promotions outputs for Calendar Year 2025 by your BID:
Number of events produced by the BID
Number of non-BID events in the District
sponsored by BID or in-kind support
provided by BID
Amount ($$) of Event sponsorship
provided in 2025
Number
9 57
0 in 2025
2780
15700
7500
0 0
0 0
8 Number of attendees to events produced
by or sponsored/supported by the BID
(best estimate):
Number
75000
Notes about events and district promotions outputs (e.g., whether your tracking differs from metrics requested)
The MVA focused more on social media marketing with a significant increase in posts in 2025 which increased engagement.
The increase in reach/ engagement on our social media page is directly related to viral posts, collaboration posts with significantly larger pages than ours and, in some cases, paid advertising.
Meta Business: Key Metric Changes {2025-2026)
Reach vs. Viewers: Meta is replacing "Reach" with "Viewers" in Facebook organic reporting to more accurately count the number of unique accounts that actually saw content.
Impressions vs. Views: "Impressions" are being replaced by "Views", which count every instance content is seen, including multiple views by the same person.
What this means: "Viewers" (formerly reach) is expected to be 35% lower than old, inflated reach figures, providing a more accurate, tighter metric.
Definitions in Meta Business Suite & Ads Manager
Viewers (formerly Reach): Represents the number of unique users or accounts that saw your content.
Views (formerly Impressions): Represents the total number of times your content was displayed.
Frequency: Calculated by dividing views (impressions) by viewers (reach), indicating how often the same person saw your ad.
Event sponsorship provided $0, In Kind $20,000
Business Support
Does your BID provide any
supplemental Business Support
services? (If you are unsure which
services qualify as supplemental
Business Support services, check
"yes" to view the list.)
What kinds of initiatives did your BID
implement to support existing
businesses in your district
Yes
Information Sessions on federal/state/city regulations or programs
Social Events (e.g. networking events, meet & greets,
sector meet-ups)
Educational Events (e.g. speaker series, panels,
roundtables, best practice sharing)
In-person Merchant outreach & contacts
Business Support Outputs & Operations
9 Business Support outputs for Calendar Year 2025 by your BID:
Number of merchant contacts
Number of business support events
coordinated by or supported by the BID for
your businesses in 2025
Annual total number of your business
attendees at business support events
coordinated by or supported by the BID
Number
500
2 45
BID 2025 Accomplishments & Plans for 2026
Please list out the BID's top accomplishments from 2025, as well as note-worthy new projects, services and plans for 2026. This is your chance to brag about your 81D's impact! List at least three, and up to ten for each year.
Top Accomplishments or New
programs/activities accomplished in
2025 (List at least three, and up to
ten)
Accomplishment/New activity description
Taste of Montclair Village - April 8, 2025 Produced the Taste of Montclair Village with offerings from 30
restaurants and local businesses to 350 patrons expanding to incorporate more partnerships with non-food merchants.
The Montclair Beer, Wine & Music Festival (MBWMF), the
MVIJ:s annual fundraiser, took place June 14, 2025. The MBWMF welcomed 3,000 Oaklanders to the Village to raise funds for community events with a main stage featuring
live music as well as 25 vendors.
Two holiday events in 2025 were hosted by the MVA.
Halloween Fun brought 450 goblins and ghouls out for
entertainment on The Plaza with crafts, face-painting and candy on October 26, 2025. The MVA supplied children with branded reusable bags, and merchants gave out treats for a safe, fun Halloween outing complete with live music and entertainment. In December, the MVA hosted a Holiday
Stroll in the village with live music, a Holiday Tunes DJ, dancing Christmas Trees, photos with Santa, family fun
zone for children and lots of crafts. We scaled back the overall footprint to encourage more direct engagement
between patrons and merchants. We initiated lighted stars on each participating establishment for folks to seek out explore local merchants.
Introduced the Picnic on the Plaza Concert Series
activating the Antioch Court plaza with live music, tables and chairs for outdoor dining and kids activities on three dates in the spring in conjunction with the Taste of
Montclair Village, Art Walk and the farmers market
respectively.
10 New programs/activities planned for
2026 calendar year that the BID didn't
do in 2025 (List at least three, and up
to ten)
Accomplishment/ New activity description
Host business mixers: Helped to coordinate listening
sessions with Mayor Lee and Oakland leadership as well as Business resources merchant mixer with Waste
Management at 5 Spiced Kitchen. The MVA also worked
with Oakland Recycles to educate food providers on
reusable dine-in requirements, produced education videos in multiple languages and partnered with Stop Waste and Okapi to introduce reusables to local cafes and juice
shops.
Expanded Coverage and Scheduling Improvements Holiday
Safety Ambassadors program. The 2025-2026 Holiday
Safety Ambassador program represents a measurable
expansion of the prior year's security deployment, with total service hours increasing from approximately 264 hours to 300 hours, an overall increase of roughly 14%. This growth is driven by both an additional day of daytime coverage (expanding from four to five days per week) and an
extension of overnight patrols from six to eight hours per shift. In addition to increased hours, the program
strengthens its overall security posture through the
transition to an armed daytime officer, more strategic and less predictable patrol patterns, and the introduction of advanced reporting technology for real-time tracking and accountability.
Update and improve rooftop lighting program. Rooftop
lighting maintenance in 2025 included the replacement of approximately 1,000 linear feet of string light strands, routine bulb outage replacements, and the installation of new, reinforced mounting systems securing string lights to rooftop surfaces. These upgraded mounting methods
significantly enhance durability and stability, reducing windrelated wear and minimizing the need for frequent repairs, while ensuring consistent, long-term illumination across the district.
Held monthly MVA Board of Directors meetings where
merchants and residents have a forum to express
concerns, seek answers or just observe how the
Association operates.
The Montclair Village Parking Garage continues with the use of the ParkMobile app that allows visitors to pay using a smartphone. This program has paved the way for
adoption at other City of Oakland garages and lots, and the MVA has provided guidance and advice to City staff and
operators. A survey conducted of garage patrons resulted in 93% of respondents satisfied with services provided.
New program/ activity description
Collaborative productions with local restaurants for a
Picnic on the Plaza series to include a Health & Wellness Day on Antioch Court and two additional dates culminating with an Oktoberfest.
11 BID Financials
2025 Budget versus Actuals
New program/ activity description
Install seven commemorative benches in Antioch Court
Refresh plants in sidewalk planters with water-wise
planting concepts that strengthen district identity, enhance public spaces, and provide lasting visual impact.
Provide a line-item detailed budget versus actuals document of your BID expenses and revenues from the 2025 (already completed) calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan.
Upload your BID's 2025 line-item
detailed budget versus actuals
document here:
• Annual Report Budget MVA 2026-27 .... . pdf
Please provide the Surplus or Deficit amount from the previous calendar year of 2025 that was carried over into 2026. If there is a surplus, please describe your plans for how it will be spent (e.g. Operational reserves, etc)
$48,358 in surplus will be used for operational reserves 2027 Budget
Provide a line-item detailed budget of projected expenses and revenues for the upcoming calendar year, organized into the expense/revenue categories and percentages that were in approved in your management plan. The budget you provide should be approved by your Board of Directors upon time of submission. If not, please note the budget as draft and alert City staff to determine next steps.
Upload your BID's 2027 line-item
detailed budget document here, as
approved by your BID's Board of
Directors:
For the 2027 Calendar Year, please
provide the estimated amounts and
sources of any contributions to be
made from sources other than BID
assessments to be levied. Eg.
donations, grant funding, etc.
• Annual Report Budget MVA 2026-27 .... . pdf
Estimated Amount ($) Source of Contribution
80000 Fund raising
30000 Individual Charitable Contributions
10000 Grants
3000 Interest
12 Will the BID be requesting an annual
assessment rate increase for the
upcoming calendar year of 2027?
What is the proposed assessment
increase for Calendar Year 2027?
Yes
5 Please provide the date of the board meeting when this assessment was approved, and describe how this decision was communicated to the BID members:
March 25, 2026
Public notice and email to all merchants. At the March 25, 2026 board meeting motion passed for BID Assessment increase of 5% for 2027.
What is the projected total 127050
assessment amount to be billed in
this upcoming calendar year of 2027?
Will the BID be proposing changes to No changes proposed the boundaries of the district, the
basis and method of levying the
assessment, and/or any changes in
the classification of businesses for
this upcoming calendar year of 2027?
Board of Directors Roster 2025/2026
(list all directors that served anytime
during 2025 or 2026 Name
Virginia
Davis
Tom
Revelli
Darla
Brezac
Marissa
Betts
Mia
Honore
Sailesh
Patel
Sean
Parkin
Affiliation
Type
Business
Owner/R
ep
Business
Owner/R
ep
Business
Owner/R
ep
Business
Owner/R
ep
Business
Owner/R
ep
Business
Owner/R
ep
Business
Owner/R
ep
Name of
Affiliated Title status Business/
Org
Yellow President Current Door
Montclair
Sports Treasurer Current Tennis &
Pickleball
F&M
Bank Secretary
Ken Betts
Company Director Current
CRUfit Director Current
Annie's
Hallmark Director Current
City Director Current Health
13 Name of
Affiliation Affiliated Title status
Name Type Business/
Org
Jigisha
Business Ji The
Owner/ R Director Current
Darbha ep
Atelier
Cynthia
Business College
Robey
Owner/ R Watch
Director Current
ep
Ryan
Business Aster
Owner/R Director Current
Ansley ep
Jewelers
14 MONTCLAIR VILLAGE ASSOCIATION - ANNUAL REPORT BUDGET BOARD APPROVED 06-24-2026
2025 B u d ge t t 0 A c t ua I s, 2026 B u d get , 2027 P ropose d B u d ge t 2025 Budget 2025 Actual
Sources
BID Assessments $ 115,500 $ 138,493
Total Non-BID Sources of Funds $ 172,500 $ 105,692
Fundraising Events $ 120,000 $ 75,897
Individual Charitable Contributions $ 40,000 $ 25,807
Grants $ 10,000
Other Sources of Income
Interest $ 2,500 $ 3,987
Total Sources of Funds $ 288,000 $ 244,185
50% BID Assessments $ 57,750 $ 69,246
Non-BID Funds Allocated to PROW $ 50,000 $ 9,000
Total Economic Restructuring/PROW Income $ 107,750 $ 78,246 Project Management $ 5,000 $ 5,000
Area & Planter Maintenance $ 14,000 $ 26,014
Security $ 55,000 $ 37,077
Security Camera Program $ 5,000 $ 3,249
Public Improvement Design Services
Equipment Rentals $ 1,000
Pedestrian/Rooftop Lighting $ 18,000 $ 5,680
2026 Actual
2026 Budget
to Date [May
2027 Budget 2025 Notes '=117
Budget approved by MVA Board February 26, 2025
$ 121 ,000 $ 109,571 $ 127,050 $98,600 (2024 + 5% increase on assessments) less 3% for $ 172,500 $ 104,455 $ 123,000
$ 120,000 $ 41 ,887 $ 80,000 Event total revenue; see expenses below $ 40,000 $ 7,533 $ 30,000 A Mural project amounted to $18K donations $ 10,000 $ 10,000
$ 49,443
$ 2,500 $ 5,592 $ 3,000
$ 293,500 $ 214,026 $ 250,050
$ 60,500 $ 54,786 $ 63,525
$ 50,000 $ 20,000 Anticipating growing security demand
$ 110,500 $ 54,786 $ 83,525
$ 5,000 $ 2,000 $ 5,000
New maintenance contract when old company went out of
$ 14,000 $ 21 ,798 $ 25,000 business
$ 55,000 $ 8,855 $ 45,000 New contract did not fully become effective until 2026 $ 5,000 $ 1,440 $ 3,000
$ 1,000 $ 500
$ 18,000 $ 3,070 $ 4,000 rooftop replacements deferred to 2026
MONTCLAIR VILLAGE ASSOCIATION - ANNUAL REPORT BUDGET
BOARD APPROVED 06-24-2026
2025 B u d ge t t 0 A c t ua I s, 2026 B u d get , 2027 P ropose d B u d ge t 2025 Budget 2025 Actual
Public Art $ 3,000 $ 1,000
Total Economic Restructuring/PROW Expenses $ 101,000 $ 78,021 Economic Restructering/PROW Income - Expenses $ 6,750 $ 225 20% BID Assessments $ 23,100 $ 27,699
Non-BID Funds Allocated to District Identity $ 100,000 $ 85,000 Total Promotions and Design (District Identity) Income $ 123,100 $ 112,699 Project Management/PR $ 35,000 $ 35,000
Events and Event Marketing
Taste of Montclair Village/Restaurant Walk $ 4,500 $ 7,436 Art Walk $ 500
Beer, Wine and Music Festival $ 50,000 $ 36,125
Montclair Outdoor Movie Nights $ 500 $ 563
Farmer's Market $ 500
Halloween - Trick-or-Treat $ 500 $ 6,002
Holiday Stroll $ 15,000 $ 16,996
Other Event
Advertising & Design Services - Ads, Website $ 4,000 $ 4,358 Banners $ 1,000
Social Media Marketing (inc above)
Marketing Booth Fees/Staffing/ Merchant Mixers $ 6,000 $ 3,214 Total Promotions and Design (District Identity) Expenses $ 117,500 $ 109,693 2026 Actual
2026 Budget
to Date [May
2027 Budget 2025 Notes '=117
$ 3,000 $ 2,000
$ 21 ,000 $ 3,070 $ 84,500
$ 89,500 $ 51 ,716 $ (975)
$ 24,200 $ 21,914 $ 25,410
$ 100,000 $ 88,000
$ 124,200 $ 21 ,914 $ 113,410
$ 35,000 $ 16,975 $ 35,000
$ 4,500 $ 15,776 $ 4,500 Revenue neutral or positive
$ 500 $ 500 Revenue neutral or positive
$ 50,000 $ 23,169 $ 45,000 Revenue neutral or positive
$ 500 $ 750 returning in 2023
$ 500 $ 500
$ 500 $ 220 $ 5,000
$ 15,000 $ 1,890 $ 12,500
$ 1,012
$ 5,000 $ 1,102 $ 5,000
$ 1,000 $ 500
$ 6,000 $ 4,000 Non Assement Funds [Cares Club]
$ 119,512 $ 59,132 $ 113,250
MONTCLAIR VILLAGE ASSOCIATION - ANNUAL REPORT BUDGET
BOARD APPROVED 06-24-2026
2025 B u d ge t t 0 A c t ua I s, 2026 B u d get , 2027 P ropose d B u d ge t 2025 Budget 2025 Actual
Promotions and Design (District Identity) Income - Expenses $ 5,600 $ 3,005 30% BID Assessments $ 34,650 $ 41 ,548
Non-BID Funds Allocated to Organization/Administration $ 20,000 $ 5,000 Total Organization/Administration Income $ 54,650 $ 46,548 District Management/Assistants $ 34,000 $ 34,000
Office Rent & Storage $ 6,888 $ 6,889
Office Supplies $ 800 $ 80
Bank Fees Minus Interest $ 250
Postage/Box Rental $ 200 $ 78
Accounting/Filing Fees/Licenses $ 1,500 $ 1,450
Meeting Supplies Expenses $ 300 $ 212
Insurance $ 2,000 $ 1,704
Dues/Subscriptions/Memberships $ 50
Utilities/Phone/Web/Internet Service $ 1,050 $ 2,365
2026 Actual
2026 Budget
to Date [May
2027 Budget 2025 Notes '=117
$ 4,688 $ (37,217) $ 160
$ 36,300 $ 32,871 $ 38,115
$ 20,000 $ 12,000
$ 56,300 $ 32,871 $ 50,115
$ 34,000 $ 13,000 $ 34,000
$ 6,888 $ 2,870 $ 7,000
$ 800 $ 150 $ 800
$ 250 $ 250
$ 200 $ 200
$ 1,500 $ 1,775 $ 1,500
$ 300 $ 300
$ 2,000 $ 455 $ 2,000 Add'I event insurance
$ 50 $ 50 Oakland Chamber
$ 1,050 $ 500 $ 1,000
MONTCLAIR VILLAGE ASSOCIATION - ANNUAL REPORT BUDGET
BOARD APPROVED 06-24-2026
2025 B u d ge t t 0 A c t ua I s, 2026 B u d get , 2027 P ropose d B u d ge t 2025 Budget 2025 Actual
Computer/Software - Upgrades $ 3,000 $ 3,000
Total Organization/Administration Expenses $ 50,038 $ 49,778 Organization/Administration Income - Expenses $ 4,612 $ {3,230) Total Income $ 288,000 $ 244,185
Total Expenses $ (268,538) $ (237,492)
Carryforward/Reserve $ 28,896 $ 48,358
Net $ 48,358 $ 55,051
2026 Actual
2026 Budget
to Date [May
2027 Budget 2025 Notes '=11 7
$ 3,000 $ 1,500 Web Site Rebuild
$ 50,038 $ 18,751 $ 48,600
$ 6,262 $ 14,121 $ 1,515
$ 293,500 $ 214,026 $ 250,050
$ (190,550) $ (80,952) $ (246,350)
$ 55,051
$ 158,001 $ 133,075 $ 3,700
Collected
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