InnerSunsetGreenBenefitDistrict:DonorInformation

PreparedbyBuildPublicAugust2017

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TABLEOFCONTENTS

I. GBDGoals&YourDonationa. Overviewb. DistrictGoalsc. FormationStatusd. WhatYourDonationSupports

II. AbouttheFormationProcessa. WhatisaGBD?b. FormationTimeline

III. StudyAreaIV. FormationBudgetOverview

a. BudgetSummarybyPhaseb. ProjectedFundingSourcesandUses

V. PropertyOwnerContributionGoalsVI. SamplePropertyOwnerAssessments

AppendixA:DetailedGBDFormationBudgetAppendixB:CommitmentForm

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I.GBDGOALS&YOURDONATIONOverviewTheInnerSunsetisadiverseandengagedcommunitywithahistoryofspearheadingneighborhoodimprovementprojects,fromundergroundingutilitywirestoestablishingaweeklyfarmers’market.SinceJuly2016,agroupofcommunityleadersrepresentinglocalresidents,merchantsandinstitutionsintheInnerSunset(“FormationCommittee”)hasbeenleadingtheinitiativetoformaGreenBenefitDistrict(GBD).Thisneighborhood basedassessmentdistrictwouldfundenhancedmaintenanceandcapitalimprovementsforInnerSunsetpublicspacesandsidewalks,abovetheCity’sexistingbaselineservices.Importantly,aGBDwouldalsohelporganizethecommunityaroundsharedinterestsandpriorities,buildingpoliticalandsocialcapitaltoadvocateonbehalfoftheneighborhood.ThisisallthemorecriticalconsideringthattheInnerSunsetisattheintersectionoffoursupervisorialdistricts.Assuch,communityleadersseektoestablishtheGBDasaneighborhood scaleplatformtoadvocateforandimplementarangeofpublicbenefitprojectsandservices.TheGBDwouldcreatearesponsivelocalentityforadvocacy,empowermentandinvestmentsinbettercommunitylife.Tobringthisimportantandexcitingneighborhoodinitiativetofruition,weneedyoursupporttohelpfundthedistrict’sformation.DistrictGoalsThefourprimarygoalsoftheproposedInnerSunsetGreenBenefitDistrict(GBD)areto:

• Improvedailymaintenanceofkeyneighborhoodpublicspacesandsidewalks,abovetheexistingbaselineofcityservices;

• Catalyzecapital“seedprojects”toenhanceexistingpublicspacesandaddnewones;• LeveragetheGBD’smaintenance&managementcapacity(andreliableannualstream

ofrevenue)tofundlarger scalecapitalimprovementprojects,drawingfrombothpublicandprivatesources;and

• Establishaplatformforneighborhood scaleadvocacyandempowerment.FormationStatusThedistricthasyettobeformed.TheFormationCommitteehaspartneredwithlocalnonprofitBuildPublictoguidethedistrictformationprocess.BuildPublichelpedformCalifornia’sfirsteverGBDintheDogpatchandNWPotreroHillneighborhoodsin2015.1SinceAugust2016,BuildPublichasworkedcloselywiththeFormationCommitteetoconductanextensivefactfindingandcommunityengagementcampaignintheInnerSunset,including:

• 16FormationCommittee&Co Chairmeetings 1www bu dpub c organdwww dnwph gbd org

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• A“GBDIntro”publicworkshopwithover90attendees• 3openhousestargetingInnerSunsetmerchantsandresidents• Aprofessionallydesignedonlineneighborhoodsurveytoassesstheneighborhood’s

prioritiesandwillingnesstopay.AdministeredoversixweeksinApril May2017,679validresponseswerereceived(19.5%responserate)

• Aseriesofpop upsidewalkdisplaysatkeyintersectionsthroughouttheInnerSunset,inApril May2017

• Tablingatcommunityevents,includingtheFarmers’MarketandSundayFleaMarket• Aninteractive“CommunityVisioning”publicworkshopwithover50attendees• Astrongwebandsocialmediapresencewithopportunitiesfordigitalfeedback

ResultsfromthisrobustoutreachandfromtheneighborhoodsurveydemonstratestrongsupportandinterestinapotentialGBD.Tofundtheabovework,BuildPublichasreceived$11,400fromtheInnerSunsetGBDFormationCommittee,$10,000fromSupervisorBreed,$14,250fromVisionZeroSFSafeSpeedsCampaign,and$50,000fromPublicWorks.BasedonourpreviousworktoformthefirstGBDintheDogpatchandPotreroHillneighborhoods,weanticipatethefullcostofInnerSunsetGBDformationtobe$216,350(seeAppendixA:DetailedGBDFormationBudget).Thus,thetotalremainingfundsneededtosuccessfullyformanewGBDareapproximately$130,700.WhatYourDonationSupportsBymakingarefundableortax deductiblecontribution2totheInnerSunsetGBDeffort,youaresupportingtheimportantworkofthisgrassroots,neighborhood basedGBDFormationCommitteeanditsformationpartnerBuildPublicto:

• DeveloptheGBDManagementPlan,awrittenagreementreviewedandapprovedbytheSanFranciscoCityAttorneyandultimatelyvotedonbythepropertyowners.ThisPlanservesasthe“Constitution”fortheGBD,anddefinesthe10 15 yearpropertytaxassessmentrate,thetypesofservicesandimprovementprojectstobefunded,andthenonprofitgovernancestructureoftheGBDManagementBoard.

• HireandworkcloselywithaprofessionalAssessmentEngineertodetermineafairassessmentrateforinclusioninManagementPlan.

• Developandadministeraneighborhood widepetitioncampaigntoallpropertyownersintheproposeddistrict,withthegoalofreceivingsupportfromownersrepresenting

2Uponsuccessfu GBDformat on,yourcontr but onwou dbee g b eforre mbursementfromGBDassessmentrevenue Youmayrequestthatth sre mbursementbeconverted ntoapermanenttax deduct b edonat ontoBu dPub c,onbeha foftheGBD fthecommun tydec desnottoformtheGBD,donorsunderstandthatthe rcontr but onwou dbecomeaf na tax deduct b edonat onw thnooppo tun tyforre mbursement

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30%oftheproposedGBDbudget.SubmitresultstotheBoardofSupervisorsforapproval.

• WorkcloselywithPublicWorksandtheDepartmentofElectionstoensuretheCityinitiatedballotprocessiswell noticed,fair,andthatpropertyownersvote.

• Continuerobustcommunityoutreachandengagementthroughouttheformationprocesstokeepneighborhoodstakeholdersinformedandengaged,includingbiweeklyFormationCommitteemeetingsduringthePlanDevelopmentphase.

• UponsuccessfulGBDformationbytheSFBoardofSupervisors,workwithFormationCommitteetooutlineestablishmentofGBD’snonprofitgovernancesystem,conductneighborhoodBoardelections,andbeginassessmentcollectionandneighborhoodimprovements.

Yourtax-deductible,refundablecontributionwillhelpmaketheInnerSunsetGBDarealitywithinayear!

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II.ABOUTTHEFORMATIONPROCESSWhatisaGreenBenefitDistrict?AGreenBenefitDistrict(GBD)isaninnovativetoolthatallowsresidentstodirectlyinvestintheenhancementoftheirneighborhood,aboveandbeyondbaselineCityservices.Authorizedbystateandlocallaw(SanFranciscoBusinessCodeArticle15A),aGBDisaneighborhood basedpropertyassessmentdistrictthatallowspropertyownerstoassesstheirpropertiestocollectivelygenerateresourcestoinvestintheirneighborhood.Specifically,GBDfundscanbeusedforawiderangeofneighborhoodimprovements,fromdailymaintenanceofandcapitalimprovementstopublicrealmareas sidewalks,parks,plazas,openspaces,gardens,andlandscapedareas toneighborhoodservices,toeven"deepergreen"effortssuchasdistrictscalestormwatermanagementanddisasterresilienceplanning.GBDsenableneighborhoodscalestewardshipofsharedpublicresources,complementingtheCity'sbaselinemaintenanceandoperationsprograms.GBDsaremanagedbyanon profitorganizationgovernedbyaboardofdirectorsthatrepresentassessedpropertyownersandkeycommunitystakeholders.AManagementPlanspellsoutthescopeandspendingauthorityofeachbenefitdistrict,andcanonlybechangedbyasubsequentvotebytheassessedpropertyowners.ThistransparentandgrassrootsmanagementstructureensuresthatGBDsareheldaccountabletothecommunitytheyserveandthatGBDservicesareprovidedinanefficient,responsiveandcost effectivemanner.ThefirsteverGBDwasestablishedbytheDogpatchandPotreroHillneighborhoodsinJuly2015,guidedbyBuildPublic.Forarelativelymodestdollarpersquare footassessment($0.04 $0.09/sf),theGBDhassubstantiallyimprovedthelong termmaintenanceofneighborhoodparksandpublicspacesbyspreadingcostsoveralargearea.Formoreinformation,visitwww.dnwph gbd.org.GBDFormationTimeline

• PLANNING&FEASIBILITYANALYSIS.Communityleadersexplorewhetherandhowa

GBDcouldworkfortheInnerSunset,conductingextensivecommunityoutreachandengagement.Theyconductaprofessionalsurveytodevelopamorenuanced

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understandingoftheneighborhood’sinterests,priorities,andwillingnesstosupportaGBD.Thesurveyresultshelptodeterminewhethertheinitiativeproceedstothenextstep andifso,wheretheboundariesoftheproposedGBDmightbe.

TheInnerSunsetGBDformationeffortiscurrentlyattheendofthe“Feasibility”phase,whichhasrevealedstrongsupportforaGBD.

• PLANDEVELOPMENT.ThecommunitymustcreateaManagementPlanthatoutlinesthe

goals,boundaries,servicesandassessmentmethodologyfortheirproposeddistrict.Thisprocessincludesanextensivepublicoutreachandbenefitevaluationprocess,toensurethataGBDboundariescontainsonlyparcelsthatwillreceiveaspecialbenefitfromproposedservices,activitiesandimprovements.ThisplanmustbeapprovedbytheCityAttorney'soffice.

• PETITION.Next,thecommunitylaunchesapetitionprocesstoobtainaBoardof

Supervisors'approvaltoinitiateaballot.Tobesuccessful,thepetitionmustbesignedbyatleast30%ofpropertyownersintheproposeddistrict,weightedbyindividualpropertyowners'contributionstothedistrictbudget.

• BALLOT.IfthepetitionphasedemonstratessufficientsupportandtheBoardof

Supervisors(BOS)approves,anassessmentballotproceedingislaunched.TheDepartmentofElectionsissuesaballottothepropertyownerswithintheproposedboundariesofaGBD,includingcopiesoftheManagementPlan.Forthedistricttobeformed,asimplemajority(50%plusone)ofthereturnedweightedballotsmustbeinfavor.Ifthevotehitsthisrequiredmark,theBoardofSupervisorswilladoptanordinancetoofficiallyestablishtheGBD.

• DISTRCTESTABLISHMENT.WithinsixmonthsoffinalBOSapproval,thetaxassessorwill

begincollectingthenewassessmentrevenuesandsendingthesemoniestothenewGBDnon profitcorporation,governedbyaboardoflocalpropertyownersandothercommunitystakeholders.

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III.STUDYAREANote:ThisStudyAreacontinuestoberefinedasneighborscanvassforsupport.UltimatelytheGBDDistrictBoundarymaybesmallerthanthisStudyArea,basedonareasofthestrongestsupportandinterest.

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APPENDIXB:InnerSunsetGreenBenefitDistrict

RefundableContributionCommitmentFormName:Company:Amount:I/weunderstandthatmydonationisconsideredarefundablecontribution,andassuch,I/wehavetheoptiontobereimbursedbytheGBDfortheoriginaldonationamountaftersuccessfulGBDformation,ortorequestthatthereimbursementbeconvertedintoapermanenttaxdeductibledonationtoBuildPubliconbehalfoftheGBD.IunderstandthatBuildPublicisa501(c)3nonprofitthatisactingasfiscalsponsorfortheInnerSunsetGBDformationeffort,andassuch,isholdingallcontributionsandgrantsinarestrictedaccountforuseontheInnerSunsetGBDformationeffort.IfthecommunitydecidesnottoformtheGBD,I/weunderstandthattherefundablecontributionwouldbecomeafinaltax deductibledonationwithnoopportunityforreimbursement.PrintName:Signature:Date:PleasemakecheckpayabletoBuildPublicInc.,a501(c)(3)nonprofitcorporation.BuildPublicInc.315LindenSt.SanFrancisco,CA94102