HomeMy WebLinkAbout2013-05-15; Carlsbad Golf Lodging Business Improvement District; Resolution 2013-5G22
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EXHIBIT 1
1 RESOLUTION NO. 2013-5G
2 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE ADVISORY
BOARD OF THE CARLSBAD GOLF LODGING BUSINESS
^ IMPROVEMENT DISTRICT (CGLBID) OF THE CITY OF CARLSBAD,
4 CALIFORNIA, TO APPROVE THE ANNUAL REPORT
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WHEREAS, the CGLBID was formed in accordance with the California
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y Government Code Parking and Business Improvement Area Law of 1989 (Sections
36500, et. Seq. of the Streets and Highways Code), and
9 WHEREAS, Section 36533 of the Code requires the CGLBID Advisory
10 Board to present an annual report to the City Council's for their review and approval for
each fiscal year for which assessments are to be levied and collected to pay the cost for
the improvements and activities described in the report; and
WHEREAS, an Annual Report has been prepared for the 2013-14 fiscal
year, and
WHEREAS, the Board of Directors of the Carlsbad Golf Logding Business
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Improvement District wishes to approve the Annual Report; and
WHEREAS, the Board of Directors of the Carlsbad Golf Lodging Business
19 Improvement District wishes to submit the report to the City Council for approval; and
20 NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the
^1 Carlsbad Golf Lodging Business Improvement District of the City of Carlsbad, California,
as follows:
1. That the above recitations are true and correct.
2. That the Annual Report shown at Exhibit A is approved in its entirety
by the Board of Directors of the Carlsbad Golf Lodging Business Improvement District.
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3. That the approved Annual Report of the Carlsbad Golf Lodging Business
Improvement District will be presented to the City Council for its approval at a June
2013 meeting.
PASSED, APPROVED AND ADOPTED at a regular meeting of the Board of
Directors of the Carlsbad Golf Lodging Business Improvement District of the City of
Carlsbad held on the 15*" day of May 2013 by the following vote, to wit:
AYES: Board Members Stiebeling, Stripe.
NOES: None.
ABSENT: Board Member Glaser.
ATTEST:
MARK STIEBELING, Chair
EXHIBIT A
Carlsbad Golf Lodging Business Improvement District (CGLBID)
Annual Report
2013-2014
Method of Assessment: The CGLBID includes all hotel businesses in the City
of Carlsbad that have elected to participate in the district. The assessment shall
be levied on all hotel businesses, that have elected to participate in the district,
within the City of Carlsbad based upon a flat fee of $2.00 per occupied room per
night for all transient occupancies as defined in section 3.12.020(7) of the
Carlsbad Municipal Code. The amount of assessment shall be separately stated
from the amount of the rent and other taxes charged, and each transient shall
receive a receipt for payment from the operator. The assessment will be remitted
monthly, based on $2.00 per occupied room per night in revenues for the
previous month.
Assessment Funding Purpose: The proceeds of the CGLBID assessment
shall be spent to promote golf-related tourism within the boundaries of the
CGLBID, as well as marketing related capital improvements such as golf-related
signage, golf related equipment and to pay for related administrative costs.
2013-14 Work Plan: The CGLBID was established in January 1, 2013. For the
initial period the district, Fiscal Year 2012-2013 (1/1/13-6/30/13), three hotel's
opted into the district. Those three hotels; the Sheraton Carlsbad, the Park Hyatt
Aviara and the Grand Pacific Palisades Hotel, are expected to collect a total of
$138,000 in CGLBID Assessments. Each assessed business determines how to
spend the funds collected by their respective property provided the expenditures
are for an approved golf related expense. Reimbursement of these expenses
are made quarterly upon approval from the advisory board up to the amount
collected per property minus administrative fees. The administrative fees pay for
the collection of assessments and administration of the district. Monies not spent
by the end of the fiscal year will carry fonA/ard to the next fiscal year.
For Fiscal Year 2013-14, no additional hotels have elected to participate in the
district so the district will include the same three hotels as Fiscal Year 2012-13.
It is estimated that these three hotels will collect a total of $335,000 in CGLBID
assessments. Based on this revenue estimate, the budgeted amount for
reimbursement to the hotels is $321,000. This amount plus any carry fon/vards
from the previous fiscal year will be available to the assessed hotels for
reimbursement. Administrative fees for Fiscal Year 2013-14 are budgeted at
$5,520, which is 4% of the revenues.
Detail of the 2013-14 budget is shown on the following page.
2013-14 CGLBID Budget
EXHIBIT A
Program Areas Description
2012-13
Budget
Actuals as of
4/30/2013
Projected
2012-13 Actuals
Recommended
2013-14 Budget
Carryover Fund Balance $0 0 0 100
Revenues:
CGLBID Assessment *
Interest Earnings
$2 per room niglit 138,000 76,938
63
138,000
100
335,000
0
Total Estimated Revenues 138,000 77,001 138,100 335,000
Expenditures:
2% Admin. Fee - City
Reimbursements
Staff support
2% of CGLBID assessment revenue, for collection of
CGLBID assessment and accounting for CGLBID
Reimbursement to member hotels for golf related
expenditures
Staff support to the CTBID
2,760
132,480
2,760
1,539
0
1,660
2,760
132,480
2,760
6,700
321,600
6,700
Total Expenses 138,000 3,199 138,000 335,000
Ending Fund Balance Contingency for Revenue shortfall $0 $73,802 100 100
Member hotels for FY2012-13 and FY 2013-14 include Sheraton Carlsbad, Park Hyatt Aviara and Grand Pacific Palisades.