CITY COUNCIL ACTION REQUEST
DEPARTMENT(S)
Public Works
CEQA
Not a Project, File No.
PP17-009, Staff
Reports, Assessments,
Annual Reports, and
Informational Memos
that involve no
approvals of any City
action.
COORDINATION
City Attorney’s Office,
City Manager’s Budget
Office, and the
Planning, Building, and
Code Enforcement
Department
Director Approval
/s/
Matt Loesch
COUNCIL DISTRICT(S)
6 CMO Approval
12/4/24
SUBJECT: Willow Glen Community Benefit Improvement District Financial Report Fiscal Year 2023-2024
RECOMMENDATION
Accept the Willow Glen Community Benefit Improvement District Financial Report for Fiscal Year 2023-2024, which provides information to the public and the property owners in the district regarding the use of the assessments and the management and operations of the district.
BASIS FOR RECOMMENDATION
The Willow Glen Community Benefit Improvement District was approved by property owners and adopted by City Council on December 16, 2008, to raise funds for cleaner sidewalks, litter pickup, more attractive streetscapes, better parking management, and increased promotions and events.
The Willow Glen Business Association (Owners’ Association) is under contract with the City to administer the operations of the district. The annual assessments collected, minus fees, are transferred to the Owners’ Association twice annually for the Owners’ Association to provide the services and promotions as described in the Willow Glen Community Benefit Improvement District Management Plan. The Willow Glen Community Benefit Improvement District funding is currently programmed in the Business Improvement District Fund (351).
Pursuant to the agreement between the City and the Owners’ Association, a financial report for fiscal year (FY) 2023-2024 was compiled and submitted by the Owner’s Association on October 28, 2024 for City Council’s review and approval. Staff reviewed the financial report and determined it met the requirements of the agreement between parties. The financial report is provided as Attachment - Willow Glen Community Benefit Improvement District Financial Report for FY 2023- 2024 - and contains the following information as required by the agreement.
1. Summary of Assessed Services for FY 2023-2024
2. Procurement of Goods and Services
3. Property Owners’ Association meeting dates for FY 2023-2024
4. FY 2023-2024 Budget Report
5. FY 2023-2024 Certified Public Accountant Review
The budget includes four core categories: 1) Administration; 2) Contingency/Reserve; 3) District Identity and Streetscape Improvements/Marketing and Promotions; 4) Sidewalk Operations, Beautification, Order, and Parking.
COMMISSION RECOMMENDATION AND INPUT
No commission recommendation or input is associated with this action.
COUNCIL AGENDA: 12/17/24
FILE: 24-2336
ITEM: 2.27
COST AND FUNDING SOURCE
No costs are associated with this action.
FOR QUESTIONS CONTACT: J. Guevara, Deputy Director of Public Works, at (408) 535-8300 or [email protected]
Attachment - Willow Glen Community Benefit Improvement District Financial Report for FY 2023-2024