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;
Planning, Building,
and Code
Enforcement
Department
Director Approval
/s/
Matt Loesch
COUNCIL DISTRICT(S)
6 CMO Approval
2/11/26
SUBJECT: Willow Glen Community Benefit Improvement District Financial Report Fiscal Year 2024-2025
RECOMMENDATION
Accept the Willow Glen Community Benefit Improvement District Financial Report for Fiscal Year 2024-2025, 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 renewed by property owners and adopted by City Council on June 4, 2024, to raise funds for enhanced maintenance and cleaning of sidewalk areas, information and safety services, beautification activities, and business development, marketing and promotion programs. 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 is currently programmed in the Willow Glen Business Improvement District Fund (343).
Pursuant to the agreement between the City and the Owners’ Association, a financial report for fiscal year (FY) 2024-2025 was compiled and submitted by the Owner’s Association on October 31, 2025 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 2024- 2025 and contains the following information as required by the agreement.
1. Summary of Assessed Services for FY 2024-2025
2. Procurement of Goods and Services
3. Property Owners’ Association meeting dates for FY 2024-2025
4. FY 2024-2025 Budget Report
5. FY 2024-2025 Certified Public Accountant Review
The budget includes four core categories: 1) Administration; 2) Contingency/Reserve; 3) District Identity and Streetscape Improvements/Marketing and Promotions; and 4) Sidewalk Operations, Beautification, Order, and Parking.
COMMISSION RECOMMENDATION AND INPUT
No commission recommendation or input is associated with this action.
COUNCIL AGENDA: 2/24/26
FILE: 26-157
ITEM: 2.11
COST AND FUNDING SOURCE
No costs are associated with this action.
FOR QUESTIONS CONTACT: J. Guevara, Deputy Director of Public Works, Public Works Department at (408) 535-8300 or [email protected] Attachment - Willow Glen Community Benefit Improvement District Financial Report for FY 2024-2025
=DOWNTOWN=
WILLOW GLEN
SAN IOSE"S LOCAL TREASURE
Willow Glen Community Benefit Improvement District
Financial Report for FY 2024-2025
Submitted by
Willow Glen Business Association for the
Willow Glen Community Benefit Improvement District
The Willow Glen Community Benefit Improvement District (CBID) was established in December 2008 as a special benefit assessment district (District) that conveys special benefits to the properties located within the District Boundaries. In 2024, the CBID renewal/expansion was for an additional 15 years, running from January 1st• 2025 until December 3151, 2039. From 7/1/24-12/31/24 the CBID ran along Lincoln Avenue between Minnesota Avenue and Broadway Avenue on the east and between Minnesota Avenue and Lester Avenue on the west, and some properties on Willow Street, Brace Avenue and Minnesota Avenue.
The CBID was comprised of two zones, Zone 1 and Zone 2 during that time frame. The expansion went into effect 1/1/2025 through 6/30/25, and now encompasses Lincoln Avenue between Minnesota Avenue and Coe Avenue; and some properties on Willow Street, Brace Avenue and Minnesota Avenue.
1. Summary of Assessed Services for FY 2024-2025
Sidewalk cleaning and maintenance services were contracted to Universal Site Services during FY 2024- 2025. The purpose of these services is to provide cleaning and maintenance services in the district to make Downtown Willow Glen a desirable destination to shop, dine and locate a business. The scope of these services includes removal of refuse, hot water/power scrubbing, manual scrubbing sidewalk cleaning, graffiti removal and, while maintaining sidewalks, being available to provide information (like directions) to the public.
WILLOW GLEN CBID FINANCIAL REPORT I
ATTACHMENT
Willow Glen Community
Benefit Improvement District
Financial Report for FY
2024-2025