HomeMy WebLinkAbout2022-03-01 Finance Committee Summary MinutesFINANCE COMMITTEE
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Special Meeting
March 1, 2022
The Finance Committee of the City of Palo Alto met on this date in hybrid
teleconference at 5:30 P.M.
Present: Kou, DuBois (Chair), Filseth
Absent: None
Oral Communications
None
Agenda Items
1. Review the Business Registry Certificate and Business Improvement
District FY 2023 Processes and recommendation to City Council on the
Renewal Processes
David Ramberg, Assistant Director of Administrative Services reported that
the Business Registry Certificate (BRC) program began in 2015 to collect
information and data from business to help inform City programs and policies.
The Business Improvement District (BID) program established in 2004 offered
beneficial business-focused services and programs in the downtown area. A
typical BRC and BID combined cycle begins in March and ends in June. Both
programs were paused in FY21 and FY22 during COVID-19 and no fees or
assessments were collected. City Council (Council) modified the BRC program
by making it a no-fee registration program for businesses that registered by
the due date, and a full fee was required for businesses that registered
afterward. Options for BRC include proceeding with no changes for FY23,
modifying questions and consideration of a potential new tax, or continuing to
pause the program until FY24. BID can proceed with the structure and timeline
or continue to pause in FY23 with anticipation of program resumption in FY24.
Staff recommended Council to direct staff to proceed with BRC Option 2 and
BID Option 3.
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Vice Mayor Kou inquired whether merchants must complete the same business
registry and application forms every year or if there is an update form
available.
Mr. Ramberg explained that renewed information is required yearly, and
businesses can complete the application online. Account numbers are
provided, so re-registration is not necessary.
Council Member Eric Filseth asked how much of the information collected on
the business registry is used.
Mr. Ramberg informed that information has been utilized to varying levels. A
moderate level of information is being used at present.
Council Member Eric Filseth inquired about current information being used in
future years.
Mr. Ramberg answered yes. Information can be added or subtracted.
Council Member DuBois inquired about the length of time to simplify questions
taking approximately one month.
Mr. Ramberg explained that there is a new setup every year to enter new
dates into the system, which can take several weeks to a month. Extended
time would be anticipated for the process of question removal or modification.
Assistant City Manager Kiely Nose reminded that City Staff are working with
timelines provided by the consultants, so flexibility is limited.
Council Member DuBois preferred Option 1. Modifying or simplifying questions
would put the City behind. Not proceeding would be irresponsible. The City
should look at cost recovery.
Council Member Eric Filseth believed it was time for a return to normalcy.
There is no guarantee that the business tax will pass. He favored Option 2.
Vice Mayor Kou stated that she examined the application form, and she
believed the questions were informative to the City. The nine-page application
includes four pages to be completed and five pages of information. She
believed it was prudent to track and monitor the information to understand
the businesses in the City, and suggested Option 1.
Council Member DuBois believed there was a $50 registration fee and $50 late
fee and inquired about whether there was a change.
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Mr. Ramberg informed that no changes have been made to the late fee. There
is a $25 initial late fee, which is applied again for the second due date.
Council Member DuBois asked Vice Mayor Kou if there were any questions she
would consider removing.
Vice Mayor Kou answered no. The application asks about how employees are
going into work, if rides are provided, and information necessary to know due
to vehicle miles traveled (VMT). The rest involves registering the business.
Council Member DuBois asked if the consulting company is tidying the data
collected.
Mr. Ramberg confirmed that is part of the Discovery Services incorporated
into the contract. Additionally, Discovery Services provide outreach to
businesses to ensure that unregistered or new businesses are placed in the
system. The Discovery process was paused for two years during COVID-19
and would be restarted to validate the data and include any unregistered
businesses to the database.
Ms. Nose added that the City ensured that it was incentivizing businesses to
register as part of the program despite not taking part in specific Discovery
work during COVID-19.
Council Member DuBois asked if merchants are emailed or mailed if they are
late.
Mr. Ramberg indicated that merchants are emailed, but the primary means of
communication is through physical mail.
Council Member Dubois expected the process to merge into the business tax
if passed. The Finance Committee (Committee) should consider collecting data
for tax exempt companies.
Council Member Eric Filseth asked if the item would be considered a consent
or action item if unanimous.
Chair DuBois responded that it would be placed on a consent for the
unanimous.
Ms. Nose believed that the item may be based on regulations in terms of
adopting one of the resolutions.
MOTION: Council Member DuBois moved, seconded by Vice Mayor Kou for
the Finance Committee to recommend that the City Council:
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A. BRC Option 1 – Proceed with the historic and routine structure and
timeline for the BRC with no changes for FY 2023.
MOTION PASSED: 3-0
Vice Mayor Kou inquired regarding whether not resuming BID would mean
less enhancements around the area.
Ms. Nose advised that BID is a tool for a group within a geo area of businesses
to pull resources and invest back in the same area. Pausing BID for another
year would mean no resources for the businesses in the downtown core within
the geo area.
Vice Mayor Kou believed that delaying does not enhance the area and brings
in less individuals, while the events and enhancements of the assessment
revives the area. She inquired about Palo Alto Downtown Business and
Professional Association (PADBPA) being the management.
Ms. Nose answered yes, historically, but PADBPA identified a desire to step
back from that roll, and so there is a gap in terms of who would manage.
Vice Mayor Kou remarked that stepping back does not mean dissolving.
Ms. Nose explained that proceedings would be necessary dissolve BID. There
is a correlation between charging an assessment and having someone to
allocate funds and make improvements.
Council Member DuBois asked how the money would be spent under Option 3
without PADBPA.
Ms. Nose advised that funds would not be spent until a contract with someone
to manage BID was established. Funds would be dedicated and restricted.
Council Member DuBois asked if the economic development consulting
contract was underway.
Ms. Nose advised that a request for proposal (RFP) is active. Responses are
going through an evaluation process.
City Attorney Molly Stump sated that staff should be careful with the
procedure and believed a definitive answer could not be given at the present
time.
Council Member DuBois asked if members of the public would like to speak on
the item.
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1) Charlie Weidanz agreed with the staff report regarding the Chamber
Board of Directors discussing the potential transition of management.
The Committee should consider that businesses are not fully recovered
and there is anxiety over the business tax. Incorporating another fee
does not seem appropriate at present. He suggested that the
Committee consider Option 2.
2) Brad Ehikian supported Option 2. The City is still dealing with recovery
and understanding the needs of the downtown area. The organization
had functional challenges, including most funds going to an executive
director. Additional time would allow for continued work with the
chamber and staff to develop a new program with a clear vision that
businesses can support.
Council Member Eric Filseth remarked that if businesses are not interested,
there is no reason for staff to go with any option other than Option 2.
Council Member DuBois asked about the downside of pausing if the
businesses are not interested.
Ms. Nose advised that there is no downside. The intention was to proactively
position the City and the organizations to address recovery. The BID is a
useful tool for the business community when desired. Pausing BID is a better
recommendation than dissolving.
MOTION: Council Member Filseth moved, seconded by Vice Mayor Kou for
the Finance Committee to recommend that the City Council:
A. BID Option 2 – to pause in FY 2023, with anticipation of program
resumption in FY 2024, work with the Chamber and PADBPA on the
transfer of BID management
MOTION PASSED: 3-0
Future Meetings and Agendas
Assistant City Manager Kiely Nose noted that a Finance Committee meeting
regarding the potential business tax is scheduled for March 15, 2022. Meetings
scheduled for May include a formal review of utility rates and the budget process.
Adjournment: The meeting was adjourned at 6:27 P.M.