HomeMy WebLinkAboutTBID_2021-11-17_AgendaPacket
Copies of the staff reports or other documentation relating to each item of business referred to on
the Agenda are on file in the office of the City Clerk and are available for public inspection on our
website, www.atascadero.org. Contracts and Resolutions will be allocated a number once they are
approved by the ATBID Board. The Minutes of this meeting will reflect these numbers. All documents
submit ted by the public during ATBID meetings that are either read into the record or referred to in
their statement will be noted in the Minutes and available for review by contacting the City Clerk's
office. All documents will be available for public inspection by appointment during City Hall business
hours.
DISTRICT REGULAR MEETING AGENDA
ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT
www.atascadero.org.
ATBID agendas and minutes may be viewed on the City's website:
for resolving reasonable accommodation requests.
as possible while also maintaining public safety in accordance with the City procedure
best efforts to provide reasonable accommodations to afford as much accessibility
hours prior to the meeting or time when services are needed. The City will use their
Clerk’s Office at cityclerk@atascadero.org or by calling 805-470-3400 at least 48
Any member of the public who needs accommodations should contact the City
and provide public comment via phone or submit written public comments
to listen
meeting,
AMERICAN DISABILITY ACT ACCOMMODATIONS:
email comments will not be read into the record.
but will be forwarded to the ATBID Board following the meeting. Please note,
the comment will still be included as a part of the administrative record of the
Members of the public are highly encouraged to use the link above or may call
HOW TO SUBMIT PUBLIC COMMENT:
https://us02web.zoom.us/j/89516162242?pwd=aXVXTjZ0Yi9pYmhoRXNRQmZqaTZadz09.
the meeting will be available for public participation through the following link
of the email.The comments will be forwarded to the ATBID Board and be
comments must identify the Agenda Item Number in the subject line
to cityclerk@atascadero.org by 9:00 am on the day of the meeting. Such email
be made a part of the administrative record. If a comment is received after the
deadline for submission deadline for submission but before the close of the
To maximize public safety while still maintaining transparency and public access,
HOW TO OBSERVE THE MEETING:
1(669) 900-6833 (Webinar ID: 895 1616 2242; Passcode: 162977)
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA
Wednesday, November 17, 2021 at 2:30 P.M.
Video Conference:
https://us02web.zoom.us/j/89516162242?pwd=aXVXTjZ0Yi9pYmhoRXNRQmZqaTZadz09
Meeting ID: 895 1616 2242; Passcode: 162977
Atascadero City Hall - 6500 Palma Avenue, Club Room
Atascadero, California
CALL TO ORDER:
ROLL CALL: Chairperson Patricia Hardin, SpringHill Suites by Marriott
Vice Chairperson Corina Ketchum, Home 2 Suites by Hilton
Board Member Deana Alexander, The Carlton Hotel
Board Member, Tom O’Malley, Portola Inn
Board Member Amar Sohi, Holiday Inn Express and Suites
APPROVAL OF AGENDA:
PUBLIC COMMENT: This portion of the meeting is reserved for persons wanting to address
the Board on any matter not on this agenda and over which the Board has jurisdiction.
Speakers are limited to three minutes. Please state your name for the record before making
your presentation. The Board may take action to direct the staff to place a matter of business
on a future agenda. A maximum of 30 minutes will be allowed for Public Comment, unless
changed by the Board.
A. CONSENT CALENDAR
1. ATBID Draft Action Minutes – Monthly ATBID Meeting, October 20, 2021
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the
October 20, 2021 meeting. [City Staff]
B. BUSINESS ITEMS
1. Bovine Classic Event Sponsorship Proposal
▪ Recommendation: ATBID Board review sponsorship proposal for a new event
opportunity, Bovine Classic, and provide staff direction for approval of the event
to take place in Atascadero. [Chamber/ Locomotive Event Organizer]
▪ Fiscal Impact: Up to $10,000.
Page 1 of 68
F. ADJOURNMENT
Political/Action Topics Presentation by the Mayor and/or County Supervisor.6.
Space Port Presentation by Mayor Martin & Mayor Moreno.5.
Economic Development Update for the City of Atascadero.4.
Update on the status of the Visit SLO CAL Events & Festivals MOU.3.
budget and next steps to the monthly platform.
Presentation from City’s Finance Department to provide a review of the ATBID2.
Short Term Rental Contract & Program Review.1.
FUTURE AGENDA ITEMSE.
BOARD MEMBER COMMENTSD.
Chamber & BID (Downtown) Update – Josh Cross5.
City Business Update – City Manager’s Office4.
Marketing Update – Verdin Marketing3.
Administrative Services Update – City Manager’s Office2.
Visit SLO CAL Updates – Camille Silvera1.
C. UPDATES
▪ Fiscal Impact: None.
[City/Verdin]
▪ Recommendation: ATBID Board receive and file the updated Budget Report.
3. Budget Report
City of Atascadero - $27,500 annually.b.
Chamber of Commerce - $30,000 annually.a.
▪ Fiscal Impact:
direction. [Chamber/City]
Chamber of Commerce and the City of Atascadero, discuss and provide staff
▪ Recommendation: ATBID Board review Administrative Service proposals from the
2. Destination Management - Administrative Services Proposal Review
Page 2 of 68
ITEM NUMBER: A-1
DATE: 11/17/21
Atascadero TBID
October 20, 2021
Page 1 of 4
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
DRAFT MINUTES
Wednesday, October 20, 2021 at 2:30 P.M.
Video Conference:
https://us02web.zoom.us/j/89256223646?pwd=RnNFSk5JZ1BpUFl5cFdqK28zRU90dz09
Meeting ID: 892 5622 3646; Passcode: 704345
Atascadero City Hall - 6500 Palma Avenue, Club Room
Atascadero, California
CALL TO ORDER:
Chairperson Harden called the meeting to order at 2:30 p.m.
Present: By Teleconference - Chairperson Harden, Vice Chairperson Ketchum,
and Board Members Alexander, O’Malley and Sohi
Absent: None
Staff Present: By Teleconference - Deputy City Manager/Outreach Promotions
Terrie Banish, Marketing Consultant Ashlee Akers, Police Chief Robert
Masterson and Deputy City Clerk Amanda Muther
APPROVAL OF AGENDA:
MOTION: By Board Member O’Malley and seconded by Board Member
Alexander to approve the agenda.
Motion passed 5:0 by a roll call vote
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
Page 3 of 68
ITEM NUMBER: A-1
DATE: 11/17/21
Atascadero TBID
October 20, 2021
Page 2 of 4
A. CONSENT CALENDAR
1. ATBID Draft Action Minutes – Monthly ATBID Meeting, September 15, 2021
• Recommendation: Approve the Draft Action Minutes of the Monthly Meeting,
September 15, 2021. [City Staff]
MOTION: By Board Member Alexander and seconded by Board Member Sohi
to approve the consent calendar.
Motion passed 5:0 by a roll call vote
B. BUSINESS ITEMS
1. Atascadero Crime Prevention Presentation
• Recommendation: Receive and file event Crime Prevention presentation by the
Atascadero Police Department on tips and ways to handle crime related incidents.
[City Police Dept.]
• Fiscal Impact: None.
Police Chief Masterson gave the presentation and answered questions from the Board.
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
The Crime Prevention presentation
was received and filed.
2. Garagiste Festival Event Update
• Recommendation: Receive and file event planning progress presentation for the
upcoming 10th Annual Garagiste Festival in November. [Garagiste Events, Inc.]
• Fiscal Impact: None.
Representatives of Garagiste were unable to attend the meeting, therefore no presentation
was given.
3. Visit SLO CAL House of Brands Logo Application
• Recommendation:
a.) Review and discuss the Visit SLO CAL presentation for the new House of
Brands logo application.
b.) Provide approval of the logo application or provide staff further direction.
[Visit SLO CAL/Verdin]
• Fiscal Impact: None
Visit SLO CAL Chief Marketing Officer Cathy Cartier gave the presentation and answered
questions from the Board. Deputy City Manager Banish and Marketing Consultant Akers
also answered questions from the Board.
Page 4 of 68
ITEM NUMBER: A-1
DATE: 11/17/21
Atascadero TBID
October 20, 2021
Page 3 of 4
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
MOTION: By Board Member O’Malley and seconded by Board Member
Alexander to:
1. A dopt staff’s recommendation of adopting what we see,
the Visit Atascadero a Community of SLO CAL, and that we use
it, basically as a footer, and leave it up to the Marketing Team
to propagate it where it makes sense.
2. Work in time and distance, not necessarily in the logo.
Motion passed 5:0 by a roll call vote
4. Quarterly Marketing Report
• Recommendation: Receive and file the updated Quarterly Marketing Report.
[Verdin]
• Fiscal Impact: None
Marketing Consultant Akers gave the presentation (Exhibit A) and answered questions from
the Board.
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
The Quarterly Marketing Report
was received and filed.
5. Budget Report
• Recommendation: Receive and file the updated Budget Report. [City/Verdin]
• Fiscal Impact: None.
Deputy City Manager Banish and Marketing Consultant Akers gave presentations and
answered questions from the Board.
Page 5 of 68
ITEM NUMBER: A-1
DATE: 11/17/21
Atascadero TBID
October 20, 2021
Page 4 of 4
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
The Budget Report was received and filed.
C. UPDATES
1. Visit SOL CAL Updates – Camille Silvera provided an update on the Events and
Festival Strategy and Customer Service Training Initiative.
2. Administrative Services Update – Deputy City Manager Banish provided an update
on the Destination Management Administrative Services RFP.
3. Marketing Update – Verdin Marketing - None.
4. City Business Update & Short Term Rental Update – Deputy City Manager Banish
provided a brief update on Wine Speak cancellation for 2022, short term rentals and
the Annual Central Coast Craft Beer Fest.
5. Chamber & BID (Downtown) Update – Deputy City Manager Banish provided a brief
update on behalf of Atascadero Chamber of Commerce Interim CEO & President,
Josh Cross, regarding the Chamber Mixer and Peloton bike event.
D. BOARD MEMBER COMMENTS– None.
E. FUTURE AGENDA ITEMS
1. Short Term Rental Contract & Program Review.
2. Presentation from City’s Finance Department to provide a review of the ATBID.
budget and next steps to the monthly platform.
3. Peloton Bike Event by Josh Cross/Chamber of Commerce.
4. Update on the status of the Visit SLO CAL Events & Festivals MOU.
5. Economic Development Update for the City of Atascadero.
6. Space Port Presentation by Mayor Martin & Mayor Moreno.
7. Political/Action Topics Presentation by the Mayor and/or County Supervisor.
F. ADJOURNMENT:
Chairperson Harden adjourned the meeting at 4:13 p.m.
MINUTES PREPARED BY:
______________________________________
Amanda Muther
Deputy City Clerk
The following exhibits are available for review in the City Clerk’s office:
Exhibit A – Quarterly Marketing Report, provided by Verdin Marketing
APPROVED:
Page 6 of 68
ITEM NUMBER: B-1
DATE: 11/17/21
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Bovine Classic Event Sponsorship Proposal
RECOMMENDATION:
ATBID Board review sponsorship proposal for a new event opportunity, Bovine Classic,
and provide staff direction for approval of the event to take place in Atascadero.
DISCUSSION:
The Bovine Classic is a mixed-surface cycling event targeted to avid cyclists at a state
and national level. It is being designed to become an annual marquee gravel cycling
event. The race is a single-day event, but the entire Bovine Classic experience spans
several days. It will attract riders who will spend between one and three nights in
Atascadero & Paso Robles.
The dates being considered for this event are Friday, October 7, 2022 from 4-8 pm and
Saturday, October 8, 2022 from 7 am – 6 pm. The location of the event will be in Sunken
Gardens with roughly 750-1000 in attendance with 85% from outside of SLO County.
The Bovine Classic mission is to showcase world -class cycling in the north SLO
county region. It is also intended to promote Atascadero as a gateway community
to that cycling and celebrate what Atascadero and Paso Robles have to offer. This event
would create a model for how agricultural, ranching, and cycling communities can co-exist
and support one another. The long-term goal is to make north SLO county a recognized
and sought-after destination for cycling tourism. This event will encourage participants to
stay, eat, play and shop in Atascadero. It will support, and be supported by, local
businesses before and during the actual event. The Bovine Classic will
impact local hotels, restaurants, bars, product suppliers, printers, and other general
business service providers.
FISCAL IMPACT:
Up to $10,000.
Page 7 of 68
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENTS:
1. Bovine Classic ATBID Event Support Application
2. Presentation Link: https://www.canva.com/design/DAEuJBqGWus/-
oWgP5maAVewE4nrJ4CGSQ/view?utm_content=DAEuJBqGWus&utm_campaign=
designshare&utm_medium=link&utm_source=viewer
Page 8 of 68
1
The Atascadero Tourism Business Improvement District (TBID) was established to promote
Atascadero as an overnight destination. The mission of the Atascadero TBID is to
encourage visitors to discover what makes Atascadero a simply genuine travel destination
resulting in increased revenue for the local community.
We appreciate the efforts of community partners to design events that attract visitors to
Atascadero and would like to offer our support of those events that align themselves with
the Visit Atascadero mission. A portion of the TBID annual budget and regular marketing
efforts are set aside each year to help maximize the effect of these efforts. If you would like
to be considered for support, please complete the following application. The application
must be received at least 6 months in advance of the funding deadline to request
support from the Atascadero TBID. Unfortunately, we are unable to provide assistance
for all events, but please know each request will be considered thoroughly.
Our Mission: Encourage overnight travel to experience Atascadero’s beautiful and
authentic outdoor recreation, culinary adventures, and welcoming hospitality.
In order to qualify for event sponsorship, your organization must meet the following
requirements or provide a three-year plan detailing how you will ultimately meet these
requirements:
1. Support the Visit Atascadero mission
2. Attract visitors from outside San Luis Obispo County
3. Encourage overnight stays of one night or more
4. Obtain the necessary ABC permits, law enforcement approval, city permits, safety
guidelines, and any additional documents needed for the event
5. Provide a detailed event budget and marketing plan
6. Provide post-event metrics which show positive effect on Atascadero tourism
In addition to these requirements, ATBID Board will consider the following factors:
1. Does event support Visit Atascadero objectives?
2. Will event be held during off-season (January – March)?
3. Is event new or existing? If existing, how was previously awarded money spent?
4. What is the three-year growth plan for the event?
5. Is there statistical data on the demographic status of your attendees or targeted
attendees?
6. Can the organization prove complete fiduciary responsibility of all event expenses?
7. Do your event organizers and attendees garner influence and have the ability to
promote Atascadero tourism?
Please submit application and all additional documents by email to Hanna Meisinger
at hmeis@bigredmktg.com in PDF format. You will receive a confirmation that we have
received the application. Typically, we ask that event planners attend a Board Meeting to
present their event to the Board which provides an opportunity to ask questions. Atascadero
TBID Board Meetings are regularly scheduled for the third Wednesday of the month at 2:30
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 9 of 68
2
p.m. at City Hall. The vote regarding funding often takes place at the meeting following the
event presentation.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 10 of 68
3
Event Sponsorship Requirements Checklist
The following requirements must ALL be met in order to qualify for sponsorship and
receive funding. Please be sure to carefully read and submit all necessary
documentation and information.
¨ Complete application and submit at least 6 months prior to event
¨ Include requested sponsorship amount in application
¨ Select eligible event tier and describe how your event meets qualification
¨ Provide event budget with line items detailing how sponsorship funding will be
used
¨ Provide a detailed marketing plan
¨ Include a financial statement from your organization – applicant must be able to
demonstrate financial accountability for event expenses
¨ Describe all sources of event income and additional sponsorships that have been
secured
¨ If requested, attend an ATBID Board Meeting to provide event presentation
¨ If awarded event sponsorship funding, plan to attend two ATBID Board Meetings:
o Provide planning progress update at least two months prior to event
o Provide an event recap detailing attendance, marketing efforts and results,
impact on Atascadero tourism and future plans
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 11 of 68
4
Event Support Application Form
Requesting Organization: _______________________________________________
Contact: _________________________ Phone Number: _______________________
Email: ____________________________ Mailing Address: ____________________
City, State, Zip: ________________________________________________________
Name of Event: ________________________________________________________
Event Description: _____________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Event Dates/Times: _____________________________________________________
Is event located in Atascadero? Yes No
Venue Name: ________________________________________________________
Venue Location: _______________________________________________________
Event Website: ________________________________________________________
Are you receiving in-kind or financial support from the City of Atascadero?
Yes No
Total Anticipated Attendees: _______ Portion From Outside SLO County: _____%
Is this the first year the event will take place? Yes No
Locomotiv Performance Coaching
Bryan M. Yates 213-926-1520
bryan@locomotivcoaching.com 7250 Cortez Ave
Atascadero, CA 93422
The Bovine Classic
10/7/22 4-8pm.10/8/22 7am -6pm
Sunken Gardens
Sunken Gardens
www.thebovineclassic.com
750-1000 85
x xx
x
The Bovine Classic is a mixed-surface cycling event target to avid cyclists at a state and national.It is being designed to become an annualmarquee gravel cycling event. The race is a single-day event, but the entire Bovine Classic experience spans several days. It will attract riderswho will spend between one and three nights in Atascadero & Paso Robles.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 12 of 68
5
If this event has taken place previously, please provide historical data including
attendance numbers: __________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Are tickets sold for your event? If so, please provide the price per ticket and any
package opportunities.
______________________________________________________________________
______________________________________________________________________
Crowd Control Safety Plan Details:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Will the event require an ABC Permit? Yes No
Has a City permit been issued for your event or contracted the venue for your
event date? Yes No
Describe how the event supports Visit Atascadero’s mission and goals:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
X
Race registrations are sold for this event. The approximate registration fee will be $250/rider.
X At the moment we don't, but thatmay change.
Not yet.
We are in the early phases of planning the detailed production of this event. Much of theexperience will happen on course for riders. In that case, we'll have appropriate permits, safety teams, mechanics, food stops in place. There are events that will take place in Sunken Gardens:Friday evening movie, Saturday race start/finish, post-race rider party. As the details are sorted, we will have a better idea of crowd safety requirements.
The Bovine Classic mission is to showcase the world-class cycling in the north SLOcounty region. It is also intended to promote Atascadero as a gateway communityto that cycling. This is about celebrating what Atascadero and Paso Robles have to offer. I want to create an event that is a model for how agricultural, ranching, and cycling communities can co-exist and support one another. The long-term goal is to make northSLO county a recognized and sought-after destination for cycling tourism. This event will encourage participants to stay, eat, play and shop in Atascadero. It will support, and be supported by, local businesses before and during the actual event.The Bovine Classic willimpact local hotels, restaurants, bars, product suppliers, printers, and other general businessservice providers.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 13 of 68
6
Select eligible event tier for your event (eligibility is based on one or more
qualifying factors and additional considerations):
Additional details about eligible event tier qualification:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Support Request (desired monetary amount or in-kind marketing support):
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Tier 1
Tier 2
Tier 3
•Attracts 1,500+ attendees
•At least 35-40% of target market is out-of-town visitors
•Marketing campaigns reach at least 1,000 subscribers
•Event encourages multi-night stay in Atascadero
•Attracts 750+ attendees
•At least 25-30% of target market is out-of-town visitors
•Marketing campaigns reach at least 500 subscribers
•Event encourages overnight stay in Atascadero
•Attracts 750 or less attendees
•Marketing message encourages visiting Atascadero
•Marketing campaigns reach at least 500 subscribers
•Event encourages overnight stay in Atascadero
•Event appears sustainable and offers growth potential in number of
days and/or attendance to grow to Tier 2
Total Support =
Up to $10,000
Total Support =
Up to $7,500
Eligible for
In-kind Support
X
Type text here
$10,000 towards the production and direct marketing costs
Also, requesting for a larger regional cycling tourism campaign.
$10,000 for a "Ride North SLO County" micro site with Peloton magazine. Costs should be split between the various regional travel entities. This will begin to create brand recognition for our area as a cycling destination. See the Atascader0 + Paso x Peloton Magazineslide in the presentation for description. This is a recommendation for a larger camapaign to brand our entire region as a cyclingdestination at the national and international level.
Most cyclists will choose to stay as close as possible to the main event grounds. Thismeans they will seek to stay in Atascadero first. We estimate the Bovine Classic will resultin 1000 booked room nights booked, 1000+ meals sold, 2200 beers purchased, 1500+ coffeedrinks sold. We are looking for ways to specifically incorporate Negranti Ice Cream, Backporch Bakery, and local taco restaurants as providers for the post-race experience for our visitingriders. This event is designed as long-term booster and economic driver for Atascadero.This is will be annual event with national name recognition. It will grow year over year in the number of riders, number of ride events, and in the expo/festival experience.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
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7
Detail how awarded funding will be utilized, include any in-kind or additional
support provided by Visit Atascadero (feel free to attach additional sheets as
needed).
Event Item Amount
Ex. Social Media Ads $2,000
Please include all sources of income that have been secured and those that are
being solicited to support event (feel free to attach additional sheets as needed).
Income Source Amount
Ex. City of Atascadero $2,500 in-kind venue sponsorship
Cycling Travel Micro Site on Peloton Magazine + newsletter and social media placements.
Bovine Classic Promotional Video
Bovine Classic Event Website + Photography
Bovine Classic Influencer Marketing
$10,000
$3000
$2000
$3000
Bovine Classic Logo Incentives for Early Registrants.$1000
Advertising on Dedicated Endurance Event Sites $1000
Lezyne
Firestone Walker
All Good
Whalebird Kombucha
Specialized Bicycles
City of Atascadero
SRAM
$2500 + in-kind venuesponsorship (to be solicited)
$4000 sponsorship (to be solicited)
$4000 sponsorship (to be solicited)
$2000 in-kind gift bag sponsorship (to be solicited)
$4000 sponsorship + $2500 in-kind product (to be solicited)
Type text here
$10,000 Co-Presenting Sponsorship (to be solicited)
$10,000 Co-Presenting Sponsorship (to be solicited)
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 15 of 68
8
Please describe your paid advertising and the outlets you plan to utilize. Include
the amount you plan to spend with each outlet or provide a copy of your
marketing plan.
Media Outlet &
Geographic Location of
advertising
Type & Frequency Cost of Advertising
Please share your intended public relations outreach.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
How will your organization recognize Visit Atascadero’s support (including but
not limited to promotional materials, website, and at the event)?
______________________________________________________________________
______________________________________________________________________
Peloton Magazine Social Post - Internationalwith strong California following.
Peloton Magazine Print + Digital Full-Page AD.International with a heavy California presence.1 Full-Page Print + Digital AD
2-6 FB/IG/Twitter Posts. Amount depends on if municipal entities also agree to fund the recommended Ride Nort SLO County microsite. $1000 each post
Peloton Magazine Newsletter Placements. 50k Subscribers.2 Newsletter Sponsor Placements
GrandFondoGuide.com California + National Featured Event Spot. 10 months $200
GranFondoGuide.com Geo Targetted to California +West Coast + Southwest. Leaderboard Ad
$2000 each
$4000
$1000
At the local level, I will be reaching out to businesses and community influencers directly (in person,letters, and email) to introduce myself and the event. I will also be speaking at local cycling club events.
In the greater state and national cycling , I will be working with the influencers in my network to promote the event. This includes: entertainment industry executives (film/tv/music), former cycling pros,cycling industry leaders. The colleagues and advisers who have helped guide the idea of the Bovine Classic are incredibly enthusiastic at the event's potential to be both an amazing experience for cyclists AND a strong and unique attractor for this area.
There are several factors. It will depend on who comes in as a presenting sponsor andthe level of financial & logistical participation Visit Atascadero can make. There will be many ways we can recognize the support. This include: linking logo placement on the website,a page on the website, logo placement on the rider gift bag, signage on a specific timed segmentof the route, presented by logo on an event informational video, logo placement in one or more event e-blasts, logo image on some event signage (tbd), logo placement on the rider results page, "sponsored by" mention in Bovine Classic social mediaposts. As the event design becomes more solidified, there will be other branding opportunities.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
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______________________________________________________________________
______________________________________________________________________
What opportunities do you plan to offer that specifically promote lodging in
Atascadero?
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Additional Details:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
We will work with several local hotels to secure preferred rates for the event. These
preferred hotels will be listed on the event website. We will also list them in multiple
Bovine Classic email blasts. Our primary event hotels will be in Atascadero. Given
the scope of riders, we will also work with a couple Paso properties to ensure everyone
has a place to stay that suits their needs and tastes.
The Bovine Classic will be 100% funded through registrations, sponsorships, expo participation, and merchandise sales.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
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Rules and Regulations for Event Coordinators
• Event coordinators will be held accountable for promoting and advertising the event,
including, but not limited to, listing the event on the Visit SLO CAL website
(www.slocal.com) within 30 days of Board approval for funding.
• Event coordinators will also be held responsible for ensuring the Visit Atascadero
logo and branding is used appropriately on any event materials. This includes
ensuring the Visit Atascadero logo is visible on event website and marketing
collateral within 30 days of Board approval for funding.
• Event coordinators should ensure every effort is made to promote the entire
Atascadero destination. On the event website, event coordinators should only link to
the Visit Atascadero lodging page (www.visitatascadero.com/lodging) and always
pay careful attention to never promote specific lodging properties unless individual
agreements with those properties have been arranged outside of ATBID activity.
• Event coordinators should plan to attend an ATBID Board Meeting following the
event to provide a recap presentation which includes attendee numbers, overnight
stays, event perception and any other pertinent information for the Board.
• Visit Atascadero must be offered logo promotion opportunity (ex. Visit Atascadero
logo included on event marketing materials like glassware) if event support from the
ATBID Board totals $7,500 or more.
• Please also reference the Expectations of Event Organizer by Tier to ensure you are
correctly and accurately recognizing Visit Atascadero’s support. It is the
responsibility of the event organizer to follow up with Visit Atascadero for necessary
branding pieces needed to fit the promotion requirements.
• Funding will be invoiced in sections based on promotion compliance and specific
event expectations. Funding percentages and invoice timelines will be determined in
advance between the Atascadero TBID Board and the event organizer.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 18 of 68
11
***Please include a detailed event budget and marketing strategy. Feel free to attach
additional information for consideration with application.
***You must submit copies of additional required documents two weeks prior to event.
The Atascadero TBID Board reserves the right to withdraw funding if the appropriate
documents are not obtained for the event.
You must acknowledge and agree to the rules and regulations on Page 10.
IMPORTANT: Future ATBID event sponsorship funding requests may be affected
should any discrepancies, including, but not limited to, event application, planning,
marketing materials or website, be brought to ATBID’s attention.
Cancellation Policy: Should the event not take place as presented and scheduled;
event coordinators are required to reimburse the ATBID for sponsorship support. If the
event is cancelled by the Event Coordinator because of sickness, accidents, riots,
strikes, epidemics, inclement weather, acts of God, or any other legitimate conditions
beyond either party’s control, the Event Coordinator agrees to provide a financial report
showing the current status of funds used. The ATBID Board will follow the official event
cancellation protocol and will determine the fund quantity to either be refunded or rolled
forward to future events based on the financial report.
Applicant Signature __________________________ Date ___________
In case of questions or the need for clarification, please contact Destination
Management Consultant, Hanna Meisinger at hmeis@bigredmktg.com.
11/4/2021
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 1
Page 19 of 68
ITEM NUMBER: B-2
DATE: 11/17/21
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Destination Management – Administrative Services Proposal Review
RECOMMENDATION:
ATBID Board review Administrative Service proposal submissions from the Chamber of
Commerce and the City of Atascadero, discuss and provide staff direction.
DISCUSSION:
At the June 16, 2021 ATBID Meeting, Big Red Marketing gave notice terminating their
contract with the City of Atascadero to provide destination management services for the
ATBID Board effective July 2021. The ATBID quickly called a special meeting on June
30th to review the contracts and scope of work from the Destination Management
Services, the Marketing Services and the City liaison to discuss how to best serve the
needs of the ATBID. In the interim, the City agreed to assist and manage ATBID meetings
until the administrative services area was resolved over a period of three to four months.
At the July meeting an Ad Hoc Committee was assigned . At the August meeting, the
Board agreed to go out to “Request for Proposal” (RFP) and on September 1st, and a
special meeting was called to review and approve the RFP. The information was
broadcasted in a news release to the media, lodging owners, downtown businesses and
emailed on September 2nd with a deadline of November 1st. In addition, a reminder was
sent out mid October.
Proposals were received from the Atascadero Chamber of Commerce and the City of
Atascadero. These proposals are included in the staff report and will be reviewed in an
oral presentation from each of the proposal candidates.
FISCAL IMPACT:
Based on the proposals, $27,500 up to $30,000 annually.
ATTACHMENTS:
1. Proposal from Atascadero Chamber of Commerce
2. Proposal from City of Atascadero ATBID RFP – Destination Management
Administrative Services (published 9.2.21)
3. ATBID RFP–Destination Management Administrative Services
Page 20 of 68
ATBID Destination Management Administrative Services
ATBID Proposal Review Committee
Prepared for:
November 1, 2021
Destination Management Administrative Services
PROPOSAL
6907 El Camino Real, Atascadero, CA 93422
Phone: (805) 466-2044
E-mail: info@atascaderochamber.org
Web : www.atascaderochamber.org
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 21 of 68
President/CEO
Josh Cross
The Atascadero Chamber of Commerce has assembled an
excellent team of skilled professionals to assist the ATBID.
This undertaking is of great interest to our team as we look
to unify the BID, ATBID, and Chamber administrative services
under one roof. We’re energized and eager to support your
needs to ensure accurate, timely, and dependable products
and deliverables.
FOR CONSIDERING US!
THANK YOUFIRSTLY
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 22 of 68
ATBID Destination Management Administrative Services 3
15TIMELINE
13FEE SCHEDULE
12DISCLAIMER
11APPLICATION QUALIFICATIONS
10OUR TEAM
9EVENT COORDINATION
8MEETING COORDINATION
7ONGOING ADMINISTRATIVE SUPPORT
6SCOPE OF SERVICES
5PROJECT UNDERSTANDING
CONTENTS
PROJECT PROPOSAL
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 23 of 68
Atascadero Chamber of Commerce4
With over 550 members, the Atascadero Chamber of Commerce has the
connections, knowledge, and respect of the community. This gives our
organization the ability to hit-the-ground-running with this project.
THIS TOWN
WE KNOW
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 24 of 68
ATBID Destination Management Administrative Services 5
1
We think
CREATIVELY
And we do it
ON TIME
PROJECT UNDERSTANDING
Our Chamber of Commerce is in the
‘solutions’ business. Our Staff and Board of
Directors are creative thinkers that tackle
our community’s greatest challenges with
enthusiasm and speed.
The Chamber team understands the
importance of deadlines. Managing
numerous events and our own Board of
Directors has sharpened our ability to plan
and execute in a timely manner.
UNDERSTANDING
The Atascadero Tourism Business Improvement District (ATBID)
was formed in 2013 to collect assessments from lodging
businesses to be used for tourism promotions and marketing
programs to promote the City of Atascadero as a tourism
destination and to increase transient stays at lodging businesses.
The ATBID is represented by Atascadero lodging owners who work
in partnership with the City of Atascadero and on behalf of multiple
hospitality and stakeholder businesses that serve the visitor.
The ATBID is in need of a program administrator to conduct both
fixed and occasional duties and who is an effective communicator.
Some of the monthly duties include the production of accurate
agendas, minutes, and timely reporting of these materials to
the City’s Deputy City Clerk. Further, regular updates to the
VisitAtascadero.com webpage is another important task to ensure
the most up-to-date business information.
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 25 of 68
Atascadero Chamber of Commerce6
EVENT COORDINATIONMEETING COORDINATIONONGOING ADMINISTRATIVE
SUPPORT
The Chamber of Commerce is pleased to submit the following scope of
services. It is anticipated that the City will provide training assistance over
an “introductory” timeframe” that could range from 30 to 60 days in order to
successfully complete several of the following tasks.
HERE’S WHAT WE’RE GOING TO DO
SCOPE OF SERVICES
PROJECT
2
SCOPE OF SERVICES
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 26 of 68
ATBID Destination Management Administrative Services 7
TASK A-3 FORM 700 PROCESSING
This subtask includes assisting the City with new
Board Member requirements: Oath of Office, Form
700 processing, training, and provision of the
Advisory Board Handbook as needed.
Deliverables:
• As needed – collect and submit oath of office
requirements
• Annually – collect and submit Form 700 from
Board Members
TASK A-4 VISIT ATASCADERO
WEBSITE MAINTENANCE
Chamber staff and its sub-contractor, Cool Marketing,
will update the Visit Atascadero Website on a monthly
basis to assure relevant areas are updated with
new and outgoing business information. This task
assumes up to four hours per month for website
maintenance.
Deliverables:
• Up to four hours of website maintenance per
month. Maintenance is limited to updating new
and outgoing business information
In this subtask, the Chamber will prepare monthly
ATBID agenda and packets. Chamber staff will
ensure packets are ready to post in a timely
manner to meet posting deadlines. In addition,
the Chamber will work with their existing press
contacts to send an email with links to the online
copies of the agenda /agenda packet.
Deliverables:
• Monthly agenda and packet
• Post monthly agenda and packet
• Submit monthly agenda to press
TASK A-2 MINUTES PROCESSING
Chamber staff will supply City staff with digital
Word files of approved minutes on a monthly
basis. This includes processing the approval date
of minutes, adding the approval date to files and
formatting for archiving (formatting includes
removing irrelevant headers, changing the title
from Draft Minutes to Minutes, adding footer with
Minutes date and page numbers). Staff will also
confirm that exhibits listed in body of Minutes
have been received and provide digital copies to
City Staff for archival files. In addition, Chamber
staff will work with City staff to coordinate
signatures on approved Minutes and Resolutions
once they are printed on archival paper. This task
assumes that City staff will scan signed Minutes
and Resolutions, merge scanned documents, and
upload them to the repository and website, as
well as file originals in the archival files.
Deliverables:
• Submittal of approved minutes to the City on a
monthly basis
TASK A-1 AGENDA AND PACKETS
Our Primary Responsibility
TASK A - ONGOING ADMINISTRATIVE SUPPORT
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 27 of 68
Atascadero Chamber of Commerce8
TASK B-3 MEETING MINUTES
During regular and special ATBID Board Meetings,
Chamber Staff will record and report meeting
minutes using the established By-Laws as a guide
for recording requirements.
Deliverables:• Record monthly meeting minutes
TASK B-4 MEETING SCHEDULING
Chamber staff will schedule lodging owner meetings
when the term of a Board Member is up for renewal.
This includes coordinating interested board member
candidates for those meetings so that terms are
renewed in a timely manner. This task excludes new
Board Member recruitment.
Deliverables:
• Schedule lodging owner meetings when the term
of a Board Member is up for renewal
TASK B-1 MEETING ATTENDANCE PREPARATION
The Chamber shall contact ATBID Advisory Board
members prior to the monthly meeting to assure
a quorum is present
Deliverables:
• On a monthly basis, call and/or email Board
members to ensure a quorum is present
TASK B-2 MEETING AGENDA AND BUDGET PREPARATION
In this sub-task, the Chamber shall prepare the
ATBID Advisory Board agenda. This includes
providing copies for posting and distribution
in accordance with Brown Act requirements.
Chamber staff will distribute digital copies of the
agenda and agenda packet to the ATBID Advisory
Board and provide hard copies to the Board
Members for each Board Meeting as necessary.
Further, the Chamber will prepare and present an
itemized monthly budget, will share the Annual
Report provided by the City, and will coordinate
with the marketing firm and the City to assure the
budget reflects all expenses.
Deliverables:
• Prepare ATBID agenda monthly
• Distribute digital copies to the ATBID Advisory
Board monthly
• Distribute had copies to each Board Member
as necessary
• Prepare and present an itemized monthly
budget
Keeping the organization running smoothly
TASK B - MEETING COORDINATION
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 28 of 68
ATBID Destination Management Administrative Services 9
Chamber staff will manage event partnerships approved by the ATBID Board and shall serve as the
primary point of contact for such events and shall conduct the presentation of funding opportunities for
ATBID consideration. Chamber staff will coordinate event organization recap presentations for ATBID
Board meetings.
Deliverables:
• As needed coordination with event coordinators regarding ATBID sponsored events
TASK C-2 TOUR AND TRAVEL CONFERENCE ATTENDANCE
OPTIONAL TASK – Chamber staff will attend tour and travel related conferences or Tradeshows when
appropriate on behalf of Visit Atascadero (Optional: additional cost upon special request with Board
consideration and approval). In addition, Chamber staff will work with the Marketing consultant (currently
Verdin) to manage follow-up, including surveys and leads generated from tour and travel related conferences
or trade shows. Chamber staff will attend Atascadero City Council Meetings with ATBID related agenda items
when necessary.
Deliverables:
• Attend tour and travel related conferences on behalf of Visit Atascadero
TASK C-1 EVENT PARTNERSHIP MANAGEMENT
Working with our partners
TASK C - EVENT COORDINATION
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 29 of 68
Atascadero Chamber of Commerce10
Josh will serve as the project leader. He has a hands-on management style and enjoys
collaborating in a team environment to ensure issues are well-vetted and fully addressed.
In addition, Josh will be at ATBID meetings and review product deliverables for quality
control purposes prior to City submittals.
JOSH CROSS - PRESIDENT/CEO
... WE LOOK FORWARD TO SERVING YOU
OUR TEAM3
OUR TEAM
The Chamber’s Administrative Assistant will be your project manager, working closely with
Josh Cross as the project leader. The Administrative Assistant will serve as your day-to-
day point-of-contact and will ensure project deliverables are prompt and that the team is
communicating. At the beginning of this project, we will focus on capturing a clear direction on
monthly deliverables and establishing a shared understanding of the project with the City.
The Chamber has teamed with Madison Quiring, owner of Cool Marketing to prepare
monthly updates to the Visit Atascadero Website. Madison has extensive experience
updating websites and has an eye for detail.
ADMINISTRATIVE ASSISTANT
MADISON QUIRING - COOL MARKETING
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 30 of 68
ATBID Destination Management Administrative Services 11
As administrator for the Atascadero Business Improvement District,
the Chamber of Commerce has engaged in a number of activities
to ensure the organization continues to operate. These activities
include:
1. Creation and facilitation of an annual survey to determine
preferred use of assessed funding
2. Agenda preparation and facilitation of quarterly meetings
3. Budget oversight and management
4. As-needed event support
5. Contract preparation and management
Measurable results
1. Developed of a resource page on the Chamber webpage for
BID members
2. Conducted an annual survey to gauge preferred use of BID
funding
3. Assisted with promoting the #Atownwithheart and Trick-Or-
Treat events
4. Prepared a formal process for BID business owners to
submit an event idea and budget
PROJECT #2 - ATASCADERO LAKESIDE WINE
FESTIVAL
The Chamber of Commerce has partnered with the Atascadero
Lakeside Wine Festival Committee for many of the past 25 years
to assist in producing the Atascadero Lakeside Wine Festival. This
Festival is the largest annual tourism event in the city. The Chamber
maintains responsibility for the following activities:
1. Event production and logistics
2. Event marketing (in-market and out-of-market)
3. Committee oversight and management
4. Vendor coordination
5. ABC license coordination
Measurable results
1. Produced the largest ticketed event in Atascadero
2. Promoted the community out-of-market as a place to visit,
sleep, and dine
PROJECT #1 - ADMINISTRATION OF THE BID
APPLICANT QUALIFICATIONS4
APPLICANT QUALIFICATIONS
REFERENCES
Barbie Butz
Atascadero Lakeside Wine
Festival Committee
(805) 466-4321
barbiewb@hotmail.com
Jacque Fields
Owner
Wildfields Brewhouse
(805) 399-2337
jax@wildfields.com
Amy Einolander
Owner
Juice Boss
(805) 423-2238
amy@juicebossdelivers.com
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 31 of 68
Atascadero Chamber of Commerce12
The Chamber of Commerce currently provides administrative services for
the Atascadero Business Improvement District. This is the only business the
Chamber is currently working for.
DISCLAIMER
YOU SHOULD KNOW
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 32 of 68
ATBID Destination Management Administrative Services 13ACCJosh Cross ACCChamber Staff Cool Marketing
75 $ per hour 25 $ per hour
Task A: ON-GOING ADMINISTATIVE SUPPORT
A.1 Agenda and Packets 4,800$ 24 $1,800 120 $3,000
A.2 Minutes Processing 4,200$ 24 $1,800 96 $2,400
A.3 Form 700 Processing 1,500$ 12 $900 24 $600
A.4 Visit Atascadero Website Maintenance 3,600$ 12 $900 12 $300
14,100$
Task B: MEETING COORDINATION
B.1 Meeting Attendance Preparation 3,300$ 12 $900 96 $2,400
B.2 Meeting Agenda and Budget Preparation 4,800$ 24 $1,800 120 $3,000
B.3 Meeting Attendance and Minutes 5,400$ 32 $2,400 120 $3,000
B.4 Meeting Scheduling 1,050$ 6 $450 24 $600
14,550$
Task C: EVENT COORDINATION
C.1 Event Partnership Management 1,350$ 10 $750 24 $600
C.2 Tour & Travel Conference Attendance - OPTIONAL TASK -$ 0 $0 0 $0
1,350$
30,000$
$0
$0
$0
$0
$0
$0
lump sum per task
Atascadero Chamber of Commerce
Fee Schedule for ATBID Administration
10-28-21
TOTAL
Administrative
Assistant
Digital Marketing and
Social Media
$0
CEO
$0
$0
$2,400
FEE SCHEDULE5
ANNUALLY
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 33 of 68
Atascadero Chamber of Commerce14
THIS PAGE LEFT BLANK
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 34 of 68
Atascadero Chamber of Commerce15
Subtask A.1 ‐ Agenda & Packets
Subtask A.2 ‐ Minutes Processing
Subtask A.3 ‐ Form 700 Processing
Subtask A.4 ‐ Visit Atascadero Website Maintenance
Subtask B.1 ‐ Meeting Attendance Preparation
Subtask B.2 ‐ Meeting Agenda and Budget Preparation
Subtask B.3 ‐ Meeting Attendance and Minutes
Subtask B.4 ‐ Meeting Scheduling
Subtask C.1 ‐ Event Partnership Management
Meeting
Task duration
December
2022 ‐ Typical Annual Calendar/Timeline of Tasks
NovemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctober
end or beginning of fiscal year or as needed
end of fiscal year or as needed
TYPICAL PROJECT TIMELINE6
ATBID Destination Management Administrative Services 15
ITEM NUMBER: B-2
DATE: 11/17/21
ATTACHMENT: 1
Page 35 of 68
City of Atascadero Proposal for the
Atascadero Tourism Business Improvement District
Destination Management Administrative Services
The City of Atascadero would like to be considered for the responsibilities of the Destination Management
Administrative Services for the Atascadero Tourism Business Improvement District (ATBID).
The City Manager’s office has been involved with ATBID since April of 2013 and has played a major part since
that time in working on the ATBID’s success from a management perspective to assure that the direction, hard
work and overall goals of the ATBID in the area of tourism are being fulfilled. The City is very familiar with
the role of Administrative Services and what needs to be done to ensure a smooth running Board meeting and
what needs to happen to fulfill that obligation, as well as, noticing, Board terms and Brown Act requirements
are followed. The City is also well in tune with the Atascadero lodging owners who represent the ATBID and
work in partnership with them and the variety of hospitality and stakeholder businesses that serve the visitor.
The City will provide the necessary services in the areas of ATBID administration, event sponsorship program
oversight, Board management and coordination, ATBID financial management, tour and travel outreach, and
participate in strategic planning efforts.
SCOPE OF WORK
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
The City of Atascadero will be assigning an individual to work with the Destination Manager to provide support and
administrative support for the ATBID with focus to the following:
Communication & Administrative Support
Communication and administrative support with the ATBID Advisory Board, Visit SLO CAL County liaison
and staff, ATBID lodging properties, community leaders, and related tourism partners as needed. The City will
provide strong internal and external communication to support the mission of the ATBID and continue to
work that communication through the variety of distribution platforms (i.e., Visit Atascadero lodging database
through email Chimp, etc.) and one-on-one calls.
The City would be providing administrative support to the ATBID Advisory Board. Makes recommendations
to the ATBID Board to develop and implement strategies to increase occupancy consistent with the annual
goals and objectives established by the ATBID in its annual marketing plan. Take a visionary role in all activities
and ensure ATBID actions are consistent with strategic goals and direction.
The City would also make sure to represent the ATBID and its members by attending appropriate events and
related tourism meetings (i.e., Central Coast Tourism Council Workshop, Visit SLO CAL, ATBID sponsored
events, etc.). The City would also manage timelines for the ATBID’s annual contract renewal process.
In addition, the City would continue to develop and implement communication tools to inform all lodging
owners of ATBID progress and programs and continue communicating to lodging owners. The code
enforcement complaints that are provided from the Host Compliance contractor on the status of short-term
rentals would also continue to be submitted and would work to make sure all short-term rentals are covered
and make sure the ATBID is continually updated on that progress.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 2
Page 36 of 68
On-going Administrative Support
The City would also continue to assist with the following:
• Assure that the monthly ATBID agenda and packet are posting before deadline and email to the press
with links to the online copies of the agenda/agenda packet.
• Assist with COVID agenda cover page updates, as needed.
• Work on submitting Minutes on a monthly basis and make sure those files are formatted for printing
on archival paper.
• Assure that the exhibits listed in body of the Minutes and that they have been logged as digital copies
for the archival files.
• City would continue to coordinate signatures on approved Minutes and Resolutions once they are
printed on archival paper. This would include scanning signed Minutes and Resolutions, merge scanned
documents and upload them to the repository and website, as well as file originals in the archival files.
The City will also draft, and later code for processing, legal ads for the annual ATBID assessment.
• The City would continue to work with new Board Members on their requirements: Oath of Office,
Form 700, training requirements, and provide Advisory Board Handbook. Email existing Board
Members reminders regarding annual Form 700 filing and ongoing training requirements.
• The City would also continue to update the Visit Atascadero Website to add new businesses and assures
all areas are updated with outgoing businesses, new incoming businesses and closing businesses. In
addition, the City will continue to update the event calendar on the Visit Atascadero website.
Meeting Coordination
The City will work to assure that the ATBID Advisory Board is attending monthly board meetings so that there
is a quorum.
The ATBID Advisory Board agenda will be developed for each Board meeting including development of the
staff reports. The City will also provide copies for posting and distribution in accordance with Brown Act
requirements. In addition, digital copies of the agenda and agenda packet will be distributed to the ATBID
Advisory Board along with hard copies to the Board Members for each Board Meeting.
The City will record and reports Regular and Special ATBID Board Meeting Minutes and will follow and
implement the ATBID By-Laws at all times. The City will also continue to present the itemized budget monthly
report, share the Annual Report and coordinates with the marketing firm to assure the budget reflects all
expenses. The City will also provide the monthly invoice for City services and expenses.
When there is a vacancy or a need for a lodging owner meeting the City will make those arrangements and
notify ATBID when the term of a Board Member is up for renewal. The City will coordinates interested board
member candidates for those meetings so that terms are renewed in a timely manner. The City will also
coordinate lodging owner meetings when there is a vacancy in between an office term.
Event Coordination
The City will manage event partnerships approved by the ATBID Board and will be the primary point of contact
for proposed events along with the presentation of funding opportunities for ATBID’s consideration. This also
includes coordinating event organization updates before the event and a recap of the event for the ATBID
Board to see how their investment in that event is being allocated for tourism purposes.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 2
Page 37 of 68
The City would also attend tour and travel related conferences or Tradeshows as needed on behalf of Visit
Atascadero. This would also include working with the Marketing consultant to manage follow-up, including
surveys and leads generated from tour and travel related conferences or trade shows. The City would have the
Destination Manager to attend and present to the Atascadero City Council Meetings with ATBID related agenda
items when necessary.
BUDGET
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Budget would be under $30,000 per year, which is detailed in the presentation outlining the associated costs of
support in this area of service.
EXAMPLES OF WORK
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Examples of work can be reviewed over the most recent past three months and since 2013 have been working
hand in hand with the ATBID Board.
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 2
Page 38 of 68
SCOPE OF SERVICES
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
The ATBID Advisory Board is seeking an individual or firm to work as a Destination Manager to provide support
for the ATBID with a primary focus that includes the following:
Communication & Administrative Support
Communicates with ATBID, City, Visit SLO CAL County liaison and staff, ATBID lodging properties,
community leaders, and related tourism partners as needed. Candidates will need to uphold strong internal and
external communication to support the mission of the ATBID. Applicants must be familiar and experienced
with stakeholder communication through email distribution platforms and one-on-one calls.
Provides administrative support to the ATBID Advisory Board. Makes recommendations to the ATBID Board
to develop and implement strategies to increase occupancy consistent with the annual goals and objectives
established by the ATBID in its annual marketing plan. Take a visionary role in all activities and ensure ATBID
actions are consistent with strategic goals and direction.
Represents the ATBID and its members by attending appropriate events and related tourism meetings
(Optional). Works with the City to manage timelines for the ATBID’s annual contract renewal process.
Develops and implements communication tools to inform all lodging owners of ATBID progress and programs
and communicates, as needed, to lodging owners. Submits code enforcement complaints that are provided from
the Host Compliance contractor on the status of short term rentals. The City then provides the code
enforcement updates to the Administrator throughout the year in ATBID meetings.
On-going Administrative Support
Works with the City of Atascadero in an effort to minimize workload and assist with the following:
Assure that the monthly ATBID agenda and packet are ready to post and communicate with the City
in a timely manner to meet all posting deadlines. Works with the City to send an email to the press
with links to the online copies of the agenda/agenda packet.
Page 1 of 4
Monday, November 1, 2021
via email to
Terrie Banish,
tbanish@atascadero.org.
If
interested
and
qualified,
please
submit
an electronic
copy
of
your
proposal
in
PDF
format
by
4
p.m.
on
firms may be asked to disclose other destinations they provide similar services to.
travel outreach, and
participate in
strategic
planning efforts.
Due to the nature of the tourism industry, applying
sponsorship program oversight, Board management
and coordination, ATBID financial management, tour and
serve
the
visitor.
The
ideal
candidate
will
provide
services
in
the
areas
of
ATBID
administration,
event
partnership with the City of
Atascadero
and on behalf of multiple hospitality and stakeholder businesses
that
transient stays at lodging businesses. The ATBID is represented by Atascadero
lodging owners
who work in
promotions and marketing programs to promote the City of Atascadero as a tourism destination and to increase
The ATBID was formed in April 2013 to collect assessments from lodging
businesses to be used for tourism
and firms offering services in the area of Destination Management
Administration.
The
Atascadero
Tourism
Business
Improvement
District
(ATBID)
is
requesting
proposals
from
individuals
Issue Date:
September 2, 2021
Administrative
Services
Request for Proposal
for
Destination Management
Atascadero Tourism Business Improvement
District
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 39 of 68
Assisted with COVID agenda cover page updates, as needed.
Supply City staff with Word files of approved Minutes on a monthly basis.
o Confirm approval date of Minutes. Add approval date to provided file and format for printing on
archival paper (Formatting includes removing irrelevant headers, changing the title from Draft
Minutes to Minutes, adding footer with Minutes date and page numbers, etc.)
Confirm that exhibits listed in body of the Minutes have been received and provide digital copies to
City staff for archival files.
Works with City staff to coordinate signatures on approved Minutes and Resolutions once they are
printed on archival paper. City staff will scan signed Minutes and Resolutions, merge scanned
documents and upload them to the repository and website, as well as file originals in the archival files.
The City will also draft, and later code for processing, legal ads for the annual ATBID assessment.
Assist the City with new Board Member requirements: Oath of Office, Form 700, training
requirements, and provide Advisory Board Handbook. Assists the City in emailing existing Board
Members reminders regarding annual Form 700 filing and ongoing training requirements.
Works to update the Visit Atascadero Website to add new businesses and assures all areas are updated
with outgoing businesses, new incoming businesses and closing businesses.
Meeting Coordination
Assures ATBID Advisory Board is attending monthly board meetings so that there is a quorum.
Prepares ATBID Advisory Board agenda including development of staff reports. Provides copies for posting
and distribution in accordance with Brown Act requirements. Distributes digital copies of the agenda and agenda
packet to the ATBID Advisory Board and provides hard copies to the Board Members for each Board Meeting.
Records and reports Regular and Special ATBID Board Meeting Minutes. Follows and implements the ATBID
By-Laws at all times. Works to prepare and present an itemized budget monthly, shares the Annual Report
provided by the City and coordinates with the marketing firm and the City to assure the budget reflects all
expenses. Submits monthly contractor fee invoice and expenses with back up when needed.
Schedules lodging owner meetings when the term of a Board Member is up for renewal. Coordinates interested
board member candidates for those meetings so that terms are renewed in a timely manner. Coordinates lodging
owner meetings when there is a vacancy in between an office term.
Event Coordination
Manage event partnerships approved by the ATBID Board and is the primary point of contact for proposed
events and the presentation of funding opportunities for ATBID consideration. Coordinates event organization
recap presentations for ATBID Board meetings.
Could be asked to attend tour and travel related conferences or Tradeshows when appropriate on behalf of
Visit Atascadero (Optional: additional cost upon special request with Board consideration and
approval). Work with Marketing consultant to manage follow-up, including surveys and leads generated from
tour and travel related conferences or trade shows. Attends Atascadero City Council Meetings with ATBID
related agenda items when necessary.
BUDGET
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Proposals should include a comprehensive budget outlining the associated costs of support in each of the
anticipated areas. Allocated budget is estimated at $60,000 for a 24-month contract (not to exceed $30,000 for
each 12-month annual renewal). Contract Review at 90-day
Page 2 of 4
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 40 of 68
The initial contract will be for 24-months. This will allow the selected firm an opportunity to fully
implement practices before initiating a mutually agreed upon contract renewal. The initial term shall last from
January 1, 2022 through December 31, 2023. The annual contract may renew for up to three (3) additional one-
year extensions upon mutual agreement of both parties. Annual contract renewals may be extended through
December 31, 2026.
EXAMPLES OF WORK
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Please provide case studies and/or other examples of work that reflect the competencies specific to supporting
the breadth of services required of the destination management firm.
PROPOSAL SUBMITTAL
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Proposals must include contact information and background of the submitting firm. Additionally, the proposal
should offer specific material pertaining to the qualifications of the firm, the foreseen working relationship
between the firm, the ATBID and City, and previous experience with relevant projects. In introducing the firm,
provide an organizational chart of the account representatives that will be collaborating with the ATBID and
City of Atascadero.
All proposals shall be submitted electronically in PDF format to Terrie Banish, tbanish@atascadero.org by
4 p.m. on Monday, November 1, 2021. Late proposals may not be considered.
All correspondence should be directed to Terrie Banish, tbanish@atascadero.org.
Costs of preparation of proposals will be borne solely by the individual or firm.
Proposals shall not exceed 15 (fifteen) pages.
Selection of qualified proposals will be made by ATBID Advisory Board Members.
This request for proposal does not constitute an offer of employment or to contract for any services.
The ATBID Advisory Board reserves the option to reject any and all proposals, wholly or in part, received
as a result of this request for proposal.
The ATBID Advisory Board reserves the option to retain all proposals, whether selected or rejected. Once
submitted, the proposals become the property of City of Atascadero.
All proposals shall remain firm for 90 days following closing date for receipt of proposals.
The ATBID Advisory Board reserves the right to award the contract recommendation to the individual or
firm whose proposal best accomplishes, in the judgment of the Advisory Board, the desired results, and
shall include, but not be limited to, a consideration of professional service fees.
The ATBID Advisory Board will recommend the contract award to the Atascadero City Council for final
approval.
Selection will be made on the basis of proposals as submitted. The ATBID Advisory Board retains the right
to interview applicants as part of the selection process.
Proceedings of the selection committee are confidential. Members of the selection committee are not to be
contacted by firms responding to this request for proposal.
PROPOSAL FORMAT
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
1. Title
2. Applicant or Firm Name, address, phone and email.
3. Applicant and Firm’s Qualifications.
Page 3 of 4
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 41 of 68
Limit to one page and provide two past projects with specific measurable results.
Please also provide three to five professional references, three of which are current clients. Include name,
title, company, phone number and email address.
Please include if your company is currently working for any tourism related businesses or organizations within
San Luis Obispo County.
4. Proposal will not to exceed 15 pages.
Address all elements outlined in Scope of Services.
Describe staffing and list any outside contractors (and qualifications) to be used to fulfill contract.
Provide timeline of tasks to be accomplished once contract is approved.
Outline budget (staff time plus out-of-pocket expenses) for each proposal element. The budget should
describe Agency Fees and Implementation Costs as separate items.
PROPOSAL SELECTION
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
The City of Atascadero’s TBID Advisory Board is interested in an applicant or firm’s ability to both deliver a big
picture, strategic perspective and to execute tactical detail needed to meet strategies and objectives in a timely fashion
and within budget. The winning proposal will include the following elements: goal; objective; strategy; tactics; plan
implementation details; timeline; success measurements and detailed budget.
EVALUATION CRITERIA
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
The ATBID Advisory Board, in its sole discretion, may assign rating weights to the following criteria, and may also
consider any other factors deemed relevant to making its recommendation.
Understanding of the nature of services for the ATBID Advisory Board.
Responsiveness to all elements outlined in the request for proposal.
Outline of proposed fees for services and expenses within stated budget.
Experience and results in performing the services desired by the ATBID Advisory Board.
REQUEST FOR PROPOSAL SCHEDULE
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
September 2, 2021 – Release RFP
October 20, 2021 – ATBID form Ad Hoc
Committee to review submitted RFPs
November 1, 2021 - RFP submission deadline
November 5, 2021 Notify any firm(s) selected
to make a presentation at the November 17,
2021 ATBID Meeting
November 17, 2021 – Possible
presentation(s) from top firm(s) and
tentative firm selection
November 23, 2021- Tentative
recommendation to City Council for
contract approval
January 1, 2022- Tentative effective
date of contract
Page 4 of 4
ITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 42 of 68
CITY OF ATASCADERO
CONTRACT FOR
[Name of Consultant]
for
GENERAL TITLE OF SERVICES
SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 43 of 68
1
CONSULTANT SERVICES AGREEMENT
FOR THE
CITY OF ATASCADERO
[NAME OF CONSULTANT]
THIS CONTRACT is made and entered into between City of Atascadero, a
Municipal Corporation (“City”) and [Name of Consultant] (“Consultant”). City and Consultant
agree as follows:
1. SCOPE AND STANDARDS:
A. CONTRACT. Consultant shall do all work, attend all meetings, produce all reports
and carry out all activities necessary to complete the services described in the SCO PE OF
WORK AND STANDARDS FOR SERVICES, attached hereto and incorporated herein by this
reference as Exhibit A, as requested by the City. This Contract and its exhibits shall be known
as the “Contract Documents.” Terms set forth in any Contract Document shall be deemed to be
incorporated in all Contract Documents as if set forth in full therein.
2. EMPLOYMENT STATUS OF PERSONNEL:
A. INDEPENDENT CONTRACTOR; EMPLOYEES OF CONSULTANT. Consultant
enters into this Contract as, and shall at all times remain as to the City, an independent contractor
and not as an employee of the City. Nothing in this Contract shall be construed to be inconsistent
with this relationship or status. Any persons employed by Consultant for the performance of
services pursuant to this Contract shall remain employees of Consultant, shall at all times be
under the direction and control of Consultant, and shall not be considered employees of City.
All persons employed by Consultant to perform services pursuant to this Contract sh all be
entitled solely to the right and privileges afforded to Consultant employees and shall not be
entitled, as a result of providing services hereunder, to any additional rights or privileges that
may be afforded to City employees.
SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 44 of 68
City of Atascadero
[Name of Consultant]
2
B. INDEPENDENT INVESTIGATION. The Consultant agrees and hereby
represents it has satisfied itself by its own investigation and research regarding the conditions
affecting the work to be done and labor and materials needed, and that its decision to execute
this Contract is based on such independent investigation and research.
C. COMPLIANCE WITH EMPLOYMENT LAWS. The Consultant shall keep itself fully
informed of, shall observe and comply with, and shall cause any and all persons, firms or
corporations employed by it or under its control to observe and comply with, applicable federal,
state, county and municipal laws, ordinances, regulations, orders and decrees which in any
manner affect those engaged or employed on the work described by this Contract or the
materials used or which in any way affect the conduct of the work.
D. UNLAWFUL DISCRIMINATION PROHIBITED. Consultant shall not engage in
unlawful employment discrimination. Such unlawful employment discrimination includes, but is
not limited to, employment discrimination based upon a person’s race, religious creed, color,
national origin, ancestry, physical handicap, medical condition, marital status, gender,
citizenship or sexual orientation.
3. TIME OF PERFORMANCE:
The services of Consultant are to commence upon execution of this Contract by City, and
shall be undertaken and completed in a prompt and timely manner, in accordance with the Scope
of Work referenced in Exhibit A. Except as provided in Sections 6 and 19 below, this Contract shall
terminate no later than [insert date], unless extended by the mutual agreement of both parties.
4. COMPENSATION:
A. TERMS. Compensation to the Consultant shall be as set forth in Exhibit B attached
hereto and made a part hereof.
B. NO PAY FOR ADDITIONAL SERVICES WITHOUT WRITING. Consultant shall not
be compensated for any services rendered in connection with its performance of this Contract,
which are in addition to those set forth herein or listed in Exhibit A, unless such additional
services are authorized in advance and in writing by the City Manager or the City Manager’s
designee (hereinafter “City Manager” shall include the City Manager’s designee). Consultant
shall be compensated for any additional services in the amounts and in the manner as agreed
to by City and Consultant at the time City’s express written authorization signed by the City
Manager is given to Consultant for the performance of said services.
5. SUPERVISION, LABOR AGREEMENTS AND PERSONNEL:
A. CONSULTANT SUPERVISES PERSONNEL. The Consultant shall have the
responsibility for supervising the services provided under this Contract, hiring of personnel,
establishing standards of performance, assignment of personnel, determining and affecting
discipline, determining required training, ma intaining personnel files, and other matters relating
to the performance of services and control of personnel. The City Manager may use any
reasonable means to monitor performance and the Consultant shall comply with the City
Manager’s request to monitor performance. SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 45 of 68
City of Atascadero
[Name of Consultant]
3
B. PERFORMANCE NOT SUBJECT TO EMPLOYMENT
AGREEMENTS. The City acknowledges that the Consultant may be obligated to comply with
bargaining agreements and/or other agreements with employees and that the Consultant is
legally obligated to comply with these Contracts. It is expressly the intent of the parties and it is
agreed by the parties that the Consultant’s performance shall not in any manner be subject to
any bargaining agreement(s) or any other agreement(s) the Consultant may have cover ing
and/or with is employees.
C. APPROVAL OF STAFF MEMBERS. Consultant shall make every reasonable effort
to maintain the stability and continuity of Consultant’s staff assigned to perform the services
required under this Contract. Consultant shall notify City of any changes in Consultant’s staff to
be assigned to perform the services required under this Contract and shall obtain the approval
of the City Manager of a list of all proposed staff members who are to be assigned to perform
services under this Contract prior to any such performance.
6. TERMINATION:
A. 30 DAYS NOTICE. The City, upon thirty (30) days written notice, may terminate this
Contract, without cause, at any time. In the event of such termination, Consultant shall be
compensated for non-disputed fees under the terms of this Contract up to the date of termination.
B. OBLIGATIONS SURVIVE TERMINATION. Notwithstanding any termination of this
Contract, Consultant shall not be relieved of liability to the City for damages sustained by the
City by virtue of any breach of this Contract by Consultant, and the City may withhold any
payments due to Consultant until such time as the exact amount of damages, if any, due the
City from Consultant is determined. All of the indemnification, defense and hold harmless
obligations in this Contract shall survive termination.
7. CHANGES:
The City or Consultant may, from time to time, request changes in the scope of the
services of Consultant to be performed hereunder. Such changes, including any increase or
decrease in the amount of Consultant’s compensation and/or changes in the schedule must be
authorized in advance by both Parties in writing. Mutually agreed changes shall be incorporated
in written amendments to this Contract. Any increase in the amount of Consultant’s
compensation and/or changes in Exhibit A and or Exhibit B must be authorized in advance by
the City Manager.
8. PROPERTY OF CITY:
A. MATERIALS PREPARED EXCLUSIVE PROPERTY OF CITY. It is mutually agreed
that all materials prepared by the Consultant under this Contract are upon creation and shall be
at all times the exclusive property of the City, and the Consultant shall have no property right
therein whatsoever. City agrees that Consultant shall bear no responsibility f or any reuse of the
materials prepared by the Consultant if used for purposes other than those expressly set forth
in the Intended Use of Consultant’s Products and Materials section of this Contract. Consultant
shall not disseminate any information or reports gathered or created pursuant to this Contract
without the prior written approval of City including without limitation information or reports SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 46 of 68
City of Atascadero
[Name of Consultant]
4
required by government agencies to enable Consultant to perform its duties under
this Contract and as may be required under the California Public Records Act excepting
therefrom as may be provided by court order. Consultant will be allowed to retain copies of all
deliverables.
B. CONSULTANT TO DELIVER CITY PROPERTY. Immediately upon termination, or
upon the request by the City, the City shall be entitled to, and the Consultant shall deliver to the
City, all data, drawings, specifications, reports, estimates, summaries and other such materials
and property of the City as may have been prepared or accumulated to date by the Consultant in
performing this Contract. Consultant will be allowed to retain copies of all deliverables to the City.
9. CONFLICTS OF INTEREST:
A. CONSULTANT covenants that neither it, nor any officer or principal of its firm, has or
shall acquire any interest, directly or indirectly, which would conflict in any manner with the
interests of City or which would in any way hinder Consultant’s performance of services under
this Contract. Consultant further covenants that in the performance of this Contract, Consultant
shall take reasonable care to ensure that no person having any such interest shall be employed
by it as an officer, employee, agent or subcontractor without the express written consent of the
City Manager. Consultant agrees to at all times avoid conflicts of interest or the appearance of
any conflicts of interest with the interests of City in the performance of this Contract. Consultant
agrees to include language similar to this Section 9(A) in all contracts with subcontractor s and
agents for the work contemplated herein.
10. CONFIDENTIAL INFORMATION:
A. ALL INFORMATION KEPT IN CONFIDENCE. All materials prepared or assembled
by Consultant pursuant to performance of this Contract are confidential and Consultant agrees
that they shall not be made available to any individual or organization without the prior written
approval of the City, except by court order.
B. REIMBURSEMENT FOR UNAUTHORIZED RELEASE. If Consultant or any of its
officers, employees, or subcontractors does voluntarily provide information in violation of this
Contract, the City has the right to reimbursement and indemnity from party releasing such
information for any damages caused by the releasing party’s, including the non -releasing party’s
attorney’s fees and disbursements, including without limitation expert’s fees and disbursements.
C. COOPERATION. City and Consultant shall promptly notify the other party should
Consultant or City, its officers, employees, agents, or subcontractors be served with any
summons, complaint, subpoena, notice of deposition, request for documents, interrogatories,
request for admissions or other discovery request, court order or subpoena from any party
regarding this Contract and the work performed thereunder or with resp ect to any project or
property located within the City. City and Consultant each retains the right, but has no obligation,
to represent the other party and/or be present at any deposition, hearing or similar proceeding.
Consultant and City agree to cooperate fully with the other party and to provide the other party
with the opportunity to review any response to discovery requests provided by Consultant or
City. However, City and Consultant’s right to review any such response does not imply or mean
the right by the other party to control, direct, or rewrite said response. SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 47 of 68
City of Atascadero
[Name of Consultant]
5
11. PROVISION OF LABOR, EQUIPMENT AND SUPPLIES:
A. CONSULTANT PROPERTY. Consultant shall furnish all necessary labor, supervision,
equipment, communications facilities, and supplies necessary to perform the services required by
this Contract except as set forth in Exhibit _____. City acknowledges that all equipment and other
tangible assets used by Consultant in providing these services are the property of Consultant and
shall remain the property of Consultant upon termination of this Contract.
B. SPECIAL SUPPLIES. City shall be responsible for supplying any special supplies,
stationary, notices, forms or similar items that it requires to be issued with a City logo. All such
items shall be approved by the City Manager and shall be provided at City’s sole cost and
expense.
12. COMPLIANCE WITH LAW:
A. COMPLIANCE REQUIRED. Consultant shall keep itself informed of applicable local,
state, and federal laws and regulations which may affect those employed by it or in any way affect
the performance of its services pursuant to this Contract. Consultant shall observe and comply
with all applicable laws, ordinances, regulations and codes of federal, state and local governments,
and shall commit no trespass on any public or private property in performing any of the work
authorized by this Contract. Consultant shall at all times hold a valid contractor’s license if
performing any function or activity for which a license is required pursuant to Chapter 9
(commencing with section 7000) of Division 3 of the California Business and Professions Code,
and Consultant shall provide a copy of the license(s) upon the request of the City. The City, its
officials, officers, elected officials, appointed officials and employees shall not be liable at law or
in equity as a result of any failure of consultant to comply with this section.
B. PREVAILING WAGES. In the event it is determined that the Consultant is required to
pay prevailing wages for the work performed under this Agreement, the Consultant shall pay all
penalties and wages as required by applicable law.
13. SUBCONTRACTING:
None of the services covered by this Contract shall be subcontracted without the prior
written consent of the City Manager. Consultant shall be as fully responsible to the City for the
negligent acts and omissions of its contractors and subcontractors, and of persons either directly
or indirectly employed by them, as it is for the negligent acts and omissions of persons directly
employed by Consultant.
14. ASSIGNABILITY:
Consultant shall not assign or transfer any interest in this Contract whether by assignment
or notation. However, claims for money due or to become due Consultant from the City under
this Contract may be assigned to a financial institution, but only with prior written consent of the
City Manager. Notice of any assignment or transfer whether voluntary or involuntary shall be
furnished promptly to the City. The rights and benefits under this agreement a re for the sole and
exclusive benefit of the City and this Contract shall not be construed that any third party has an
interest in the Contract. SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 48 of 68
City of Atascadero
[Name of Consultant]
6
15. LIABILITY OF CONSULTANT:
Consultant shall be responsible for performing the work under this Contract in a manner
which is consistent with the generally accepted standards of Consultant’s profession and shall
be liable for its own negligence and the negligent acts of its employees, agents, contractors and
subcontractors. The City shall have no right of contro l over the manner in which the work is to
be done but only as to its outcome, and shall not be charged with the responsibility of preventing
risk to Consultant or its employees, agents, contractors or subcontractors.
16. INDEMNIFICATION:
A. INDEMNIFICATION FOR PROFESSIONAL LIABILITY. When the law establishes a
professional standard of care for Consultant’s Services, to the fullest extent permitted by law,
Consultant shall indemnify, protect, defend and hold harmless City and any and all of its officia ls,
employees and agents (“Indemnified Parties”) from and against any and all losses, liabilities,
damages, costs and expenses, including attorneys fees and costs to the extent same are caused
in whole or in part by any negligence or wrongful act, error or omission of Consultant, willful
misconduct, or recklessness of its officers, agents, employees or subconsultants (or any entity
or individual that Consultant shall bear the legal liability thereof) in the performance of
professional services under this agreement.
B. INDEMNIFICATION FOR OTHER THAN PROFESSIONAL LIABILITY. Other than in
the performance of professional services and to the full extent permitted by law, Consultant shall
indemnify, defend and hold harmless City, and any and all of its emplo yees, officials and agents
from and against any liability (including liability for claims, suits, actions, arbitration proceedings,
administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind,
whether actual, alleged or threatened, including attorneys fees and costs, court costs, interest,
defense costs, and expert witness fees), where the same arise out of, are a consequence of, or
are in any way attributable to, in whole or in part, the performance of this Agreement by
Consultant or by any individual or entity for which consultant is legally liable, including but not
limited to officers, agents, employees or subconsultants of Consultant.
C. GENERAL INDEMNIFICATION PROVISIONS. Consultant agrees to obtain executed
indemnity agreements with provisions identical to those set forth here in this section for each
and every subconsultant or any other person or entity involved by, for, with or on behalf of
Consultant in the performance of this agreement. In the event consultant fai ls to obtain such
indemnity obligations from others as required here, Consultant agrees to be fully responsible
according to the terms of this section. Failure of City to monitor compliance with these
requirements imposes no additional obligations on City and will in no way act as a waiver of any
rights hereunder. This obligation to indemnify and defend City as set forth here is binding on
the successor, assigns or heirs of Consultant and shall survive the termination of this agreement
or this section.
17. INSURANCE:
Consultant shall maintain prior to the beginning of and for the duration of this Agreement
insurance coverage as specified in Exhibit __ attached to and part of this agreement. SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 49 of 68
City of Atascadero
[Name of Consultant]
7
18. RECORDS:
Consultant shall maintain complete and accurate records with respect to labor costs,
material expenses, parcels abated or serviced and other such information required by City that
relates to the performance of services under this Contract. Consultant shall maintain adequate
records of services provided in sufficient detail to permit an evaluation of services. All such
records shall be maintained in accordance with generally accepted accounting principles and
shall be clearly identified and readily accessible and in a form acceptable to the City, which th e
City may specify and change from time to time. Consultant shall provide free access to the
representatives of City or its designees, at reasonable times, to such books and records, shall
give City the right to examine and audit said books and records, s hall permit City to make
transcripts therefrom as necessary, and shall allow inspection of all work, data, documents,
proceedings, and activities related to this Contract. Such records, together with supporting
documents, shall be maintained for a period of three (3) years after receipt of final payment.
19. MISCELLANEOUS PROVISIONS:
A. ASSIGNMENT OR SUBSTITUTION. City has an NONDISCRIMINATION /
NONPREFERENTIAL TREATMENT STATEMENT In performing this Contract, the parties shall
not discriminate or grant preferential treatment on the basis of race, sex, color, age, religion,
sexual orientation, disability, ethnicity, or national origin, and shall comply to the fullest extent
allowed by law, with all applicable local, state, and federal laws relatin g to nondiscrimination.
B. UNAUTHORIZED ALIENS. Consultant hereby promises and agrees to comply with
all of the provisions of the Federal Immigration and Nationality Act (8 U.S.C.A. & 1101 et seq.),
as amended; and in connection therewith, shall not em ploy unauthorized aliens as defined
therein. Should Consultant so employ such unauthorized aliens for the performance of work
and/or services covered by this contract, and should the Federal Government impose sanctions
against the City for such use of unauthorized aliens, Consultant hereby agrees to, and shall,
reimburse City for the cost of all such sanctions imposed, together with any and all costs,
including attorneys’ fees, incurred by the City in connection therewith.
C. GOVERNING LAW . The City and Consultant understand and agree that the laws of
the State of California shall govern the rights, obligations, duties, and liabilities of the parties to
this Contract and also govern the interpretation of this Contract. Any litigation concerning this
Contract shall take place in the San Luis Obispo Superior Court, federal diversity jurisdiction
being expressly waived.
D. City has an interest in the qualifications of and capability of the persons and entities
that will fulfill the duties and obligations imposed upon Consultant by this Contract. In recognition
of that interest, neither any complete nor partial assignment of this Contract, may be made by
Consultant nor changed, substituted for, deleted, or added to without the prior written consent
of City which consent shall not be unreasonably withheld. Any attempted assignment or
substitution shall be ineffective, null, and void, and constitute a material breach of this Contract
entitling City to any and all remedies at law or in equity, including summary termination of this
Contract. Subcontracts, if any, shall contain a provision making them subject to all provisions
stipulated in this Contract. SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 50 of 68
City of Atascadero
[Name of Consultant]
8
E. ENTIRE CONTRACT. This Contract constitutes the entire Contract
and understanding between the parties relative to the services specified herein and there are no
understandings, agreements, conditions, representations, warranties or promises, with respect
to this Contract, except those contained in or referred to in this Contract and this Contract
supersedes all prior understandings, agreements, courses of conduct, prior dealings among the
parties and documentation of any kind without limitation.
F. AMENDMENTS. This Contract may be modified or amended, or any of its provisions
waived, only by a subsequent written agreement executed by each of the parties. The parties
agree that this requirement for written modifications cannot be waived and any attempted waiver
shall be void.
G. CONSTRUCTION AND INTERPRETATION. Consultant and City agree and
acknowledge that the provisions of this Contract have been arrived at through negotiation and
that each party has had a full and fair opportunity revise the provisions of this Contract and to
have such provisions reviewed by legal counsel. Therefore, any ambiguities in cons truing or
interpreting this Contract shall not be resolved against the drafting party. The titles of the various
sections are merely informational and shall not be construed as a substantive portion of this
Contract.
H. WAIVER. The waiver at any time by any party of any of its rights with respect to a
default or other matter arising in connection with this Contract shall not be deemed a wavier with
respect to any subsequent default or other matter.
I. SEVERABILITY. The invalidity, illegality or unenforceability, of any provision of this
Contract shall not render the other provisions invalid, illegal or unenforceable.
SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 51 of 68
City of Atascadero
[Name of Consultant]
9
J. NOTICES. All invoices, payments, notices, demands, requests,
comments, or approvals that are required to be given by one party to the other under this
Contract shall be in writing and shall be deemed to have been given if delivered personally or
enclosed in a properly addressed envelope and deposited in a United States Post Office for
delivery by registered or certified mail addressed to the parties (deemed to have been received
three (3) business days after deposit in the U.S. Mail) at the following addresses:
City: City of Atascadero
City Manager
6500 Palma Avenue
Atascadero, CA 93422
Consultant [NAME OF CONSULTANT]
[CONTACT PERSON]
[Street Address]
[City, state and zip code]
Each party may change the address at which it gives notice by giving ten (10) days
advance, written notice to the other party.
K. AUTHORITY TO EXECUTE. The person or persons executing this Contract on behalf of
Consultant warrant and represent that they have the authority to execute this Contract on behalf
of their agency and further warrant and represent that they have the authority to bind Consultant
to the performance of its obligations hereunder.
Effective to this ______ day of __________, 2021 by the parties as follows.
[NAME OF CONSULTANT]
By:__________________________________
[Name and Title]
CITY OF ATASCADERO
By:__________________________________
[Name and Title]
SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 52 of 68
City of Atascadero
[Name of Consultant]
10
CERTIFICATE OF COMPLIANCE
WITH LABOR CODE § 3700
I am aware of the provisions of Section 3700 of the Labor Code which require every employer
to be insured against liability for workers’ compensation or to undertake self -insurance in
accordance with the provisions of that code, and I have complied or will comply with s uch
provisions before commencing the performance of the work of this contract. (Cal. Labor C.
§§1860, 1861.)
CONSULTANT
_____________________________
[Insert Consultant Name and Title]
SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 53 of 68
A-1
EXHIBIT A
Scope of Work
SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 54 of 68
B-1
EXHIBIT B
Compensation and Method of Payment SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 55 of 68
C-1
INSURANCE REQUIREMENTS
The Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to person s or
damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its
agents, representatives, employees, or subconsultants.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.
4. Errors and Omissions Liability insurance as appropriate to the consultant's profession.
Minimum Limits of Insurance. Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial
General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply
separately to this project/location or the ge neral aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the
City. At the option of the City, either: the insurer shall reduce or eliminate such d eductibles or self-insured retentions as
respects the City, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing pay ment
of losses and related investigations, claim administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain,
the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as r espects: liability
arising out of activities performed by or on behalf of the Consultant; products and completed operations of the
Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed
by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City,
its officers, official, employees, agents or volunteers.
2. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the
City, its officers, officials, employees, agents and volunteers. Any insurance or self -insurance maintained by the City,
its officers, officials, employees, agents or volunteers shall be excess of the Consultant's insurance a nd shall not
contribute with it.
3. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought,
except with respect to the limits of the insurer's liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided,
canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified
mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII.
Additional Insured: The City of Atascadero will need to be added to the policy as Additional Insured by endorsement, adding
the City’s name to the Certificate of Insurance is not sufficient and will not be accepted.
Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing maintenance of the required
insurance coverage. Original endorsements effecting general liability and automobile liability coverage required by this cla use
must also be provided. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf.
All endorsements are to be received and approved by the City before work commences. SAMPLEITEM NUMBER: B-1
DATE: 11/17/21
ATTACHMENT: 3
Page 56 of 68
ITEM NUMBER: B-3
DATE: 11/17/21
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Budget Report
RECOMMENDATION:
ATBID Board receive and file updated Budget Report.
DISCUSSION:
The September 2021 ATBID summary and expenditure report shows the expenditures
that have been submitted through September 2021. The FY2021 has not been finalized,
and will continue to be updated as the City is on an accrual basis. The ATBID/ Verdin
Marketing Expenditure Report has also been included to show the expense detail
summary for the marketing area. In addition, the Tourism TOT report is included showing
the TOT revenues to date.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. ATBID Summary 21-22
2. ATBID Expenditure Detail report FY 2022
3. ATBID Budget Spreadsheet - Verdin Marketing Tactics & Paid Media
4. Tourism TOT Report
Page 57 of 68
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL*2021-2022 BUDGETED
2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 6/30/2021 through 09/30/2021 2021-2022
REVENUES
41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 277,287$ 109,934$ 292,320$
45920.0003 Assessment Penalties - - - - 133 - - -
46110.0000 Investment Earnings 5,458 724 1,580 9,631 10,720 - - 6,950
Total Revenue 246,536 268,231 276,875 287,815 235,462 277,287 109,934 299,270
EXPENSES
6050000 Office Expense 5,164 - - - - - - 250
6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 24,595 165,000
6400000 Operating Supplies 1,217 120 - - - - - -
6500000 Contract Services 105,314 138,414 172,938 143,482 120,525 106,295 22,954 140,000
6600000 Professional Development - 425 425 425 - - - 430
6740000 Business Development 5,000 - 3,000 - - - - -
6900000 Administration 2,411 2,675 2,753 2,782 2,246 2,773 1,099 2,860
Total Expenses 206,020 232,639 323,636 325,408 242,881 152,210 48,648 308,540
NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 125,077 61,286 (9,270)
BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 398,744 256,830
ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 398,744$ 460,030$ 247,560$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
11/10/2021
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 1
Page 58 of 68
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL*2021-2022 BUDGETED
2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 6/30/2021 through 08/31/2021 2021-2022
REVENUES
41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 277,287$ 3,678$ 292,320$
45920.0003 Assessment Penalties - - - - 133 - - -
46110.0000 Investment Earnings 5,458 724 1,580 9,631 10,720 - - 6,950
Total Revenue 246,536 268,231 276,875 287,815 235,462 277,287 3,678 299,270
EXPENSES
6050000 Office Expense 5,164 - - - - - - 250
6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 18,091 165,000
6400000 Operating Supplies 1,217 120 - - - - - -
6500000 Contract Services 105,314 138,414 172,938 143,482 120,525 106,295 11,009 140,000
6600000 Professional Development - 425 425 425 - - - 430
6740000 Business Development 5,000 - 3,000 - - - - -
6900000 Administration 2,411 2,675 2,753 2,782 2,246 2,773 37 2,860
Total Expenses 206,020 232,639 323,636 325,408 242,881 152,210 29,137 308,540
NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 125,077 (25,460) (9,270)
BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 398,744 256,830
ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 398,744$ 373,285$ 247,560$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
11/10/2021
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 1
Page 59 of 68
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL*2021-2022 BUDGETED
2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 6/30/2021 through 07/31/2021 2021-2022
REVENUES
41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 274,396$ -$ 292,320$
45920.0003 Assessment Penalties - - - - 133 99 - -
46110.0000 Investment Earnings 5,458 724 1,580 9,631 10,720 - - 6,950
Total Revenue 246,536 268,231 276,875 287,815 235,462 274,495 - 299,270
EXPENSES
6050000 Office Expense 5,164 - - - - - - 250
6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 16,298 165,000
6400000 Operating Supplies 1,217 120 - - - - - -
6500000 Contract Services 105,314 138,414 172,938 143,482 120,525 106,295 - 140,000
6600000 Professional Development - 425 425 425 - - - 430
6740000 Business Development 5,000 - 3,000 - - - - -
6900000 Administration 2,411 2,675 2,753 2,782 2,246 2,744 - 2,860
Total Expenses 206,020 232,639 323,636 325,408 242,881 152,181 16,298 308,540
NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 122,314 (16,298) (9,270)
BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 395,981 256,830
ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 395,981$ 379,683$ 247,560$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
11/10/2021
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 1
Page 60 of 68
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL 2020-2021 BUDGETED
2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 through 06/30/2021 2020-2021
REVENUES
41530.6300 Taxes and Assessments 162,036$ 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 259,066$ 326,770$
45920.0003 Assessment Penalties - - - - - 133 20 -
46110.0000 Investment Earnings 2,068 5,458 724 1,580 9,631 10,720 - 4,670
Total Revenue 164,104 246,536 268,231 276,875 287,815 235,462 259,086 331,440
EXPENSES
6050000 Office Expense - 5,164 - - - - - 1,000
6070000 Advertising 3,450 86,914 91,005 144,521 178,720 120,110 43,142 160,000
6400000 Operating Supplies - 1,217 120 - - - - 500
6500000 Contract Services 26,173 105,314 138,414 172,938 143,482 120,525 106,295 151,250
6600000 Professional Development - - 425 425 425 - - 430
6740000 Business Development - 5,000 - 3,000 - - - -
6900000 Administration 1,620 2,411 2,675 2,753 2,782 2,246 2,591 3,270
Total Expenses 31,243 206,020 232,639 323,636 325,408 242,881 152,028 316,450
NET INCOME/(LOSS)132,861 40,516 35,592 (46,761) (37,593) (7,419) 107,059 14,990
BEGINNING AVAILABLE BALANCE 156,472 289,333 329,849 365,441 318,679 281,086 273,667 256,830
ENDING AVAILABLE BALANCE 289,333$ 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 380,726$ 271,820$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
11/10/2021
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 1
Page 61 of 68
11/04/2021
CITY OF ATASCADERO
1
11:06AM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 09/30/2021
Periods: 0 through 3
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
*** Title Not Found ***0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6000000 Operating Services and Supplies
0000.6050000 Office Expense
0000.6050000 Office Expense 0.00 0.00 250.00 0.00 250.00 0.00
Total Office Expense 0.00 0.00 0.00 0.00 250.00 250.00
0000.6070000 Advertising
0000.6070000 Advertising 0.00 0.00 165,000.00 0.00 165,000.00 0.00
0000.6077025 Digital Media Advertising 0.00 0.00 0.00 0.00 0.00 0.00
47.95 7/1/2021 ap IN 12784
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 168159
100,000.00 7/1/2021 po PO 02453
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
1,128.43 7/31/2021 ap IN 10360
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 168923
-1,128.43 7/31/2021 po LI 10360
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 8/5/2021 ap IN 12841
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 168431
1Page:
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 2
Page 62 of 68
11/04/2021
CITY OF ATASCADERO
2
11:06AM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 09/30/2021
Periods: 0 through 3
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
*** Title Not Found ***0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077025 Digital Media Advertising (Continued)
-616.77 8/31/2021 po LI 10420
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
616.77 8/31/2021 ap IN 10420
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 168923
47.95 9/1/2021 ap IN 12906
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 168702
1,456.10 9/30/2021 ap IN 10491
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169068
-1,456.10 9/30/2021 po LI 10491
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
3,345.15 3,345.15 0.000000.6077025 Digital Media Advertising 96,798.70 -100,143.85 0.00
0000.6077060 Advertising 0.00 0.00 0.00 0.00 0.00 0.00
18,000.00 7/1/2021 po PO 02453
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
2Page:
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 2
Page 63 of 68
11/04/2021
CITY OF ATASCADERO
3
11:06AM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 09/30/2021
Periods: 0 through 3
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
*** Title Not Found ***0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077060 Advertising (Continued)
3,750.00 7/11/2021 ap IN 210120
235Line Description: 2021 SPONSORSHIP
Vendor: 04221 CALIFORNIA MID-STATE FAIR Check # 168314
12,500.00 7/21/2021 ap IN 13950
235Line Description: AUGUST 2021 EDI STUDY~
Vendor: 00406 VISIT SLO CAL Check # 168505
5,000.00 9/27/2021 ap IN 21PR2
235Line Description: SPONSOR 2021 NOVEMBER
Vendor: 07251 GARAGISTE EVENTS, INC. Check # 168998
21,250.00 21,250.00 0.000000.6077060 Advertising 18,000.00 -39,250.00 0.00
Total Advertising 84.48 24,595.15 24,595.15 114,798.70 25,606.15 165,000.00
0000.6400000 Operating Supplies
Total Operating Supplies 0.00 0.00 0.00 0.00 0.00 0.00
0000.6500000 Contract Services
0000.6500000 Contract Services 0.00 0.00 140,000.00 0.00 140,000.00 0.00
0000.6501125 Promotions Consultants 0.00 0.00 0.00 0.00 0.00 0.00
82,000.00 7/1/2021 po PO 02453
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
5,785.90 7/31/2021 ap IN 10360
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 168923
3Page:
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 2
Page 64 of 68
11/04/2021
CITY OF ATASCADERO
4
11:06AM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 09/30/2021
Periods: 0 through 3
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
*** Title Not Found ***0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
-5,785.90 7/31/2021 po LI 10360
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
5,223.50 8/31/2021 ap IN 10420
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 168923
-5,223.50 8/31/2021 po LI 10420
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
6,944.30 9/30/2021 ap IN 10491
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169068
-6,944.30 9/30/2021 po LI 10491
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
17,953.70 17,953.70 0.000000.6501125 Promotions Consultants 64,046.30 -82,000.00 0.00
0000.6509010 Other Professional Services 0.00 0.00 0.00 0.00 0.00 0.00
5,000.00 9/27/2021 ap IN 653
235Line Description: ATASCADERO FALL FEST SPONSORSH
Vendor: 08621 EN FUEGO EVENTS Check # 168994
5,000.00 5,000.00 0.000000.6509010 Other Professional Services 0.00 -5,000.00 0.00
Total Contract Services 62.14 22,953.70 22,953.70 64,046.30 53,000.00 140,000.00
4Page:
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 2
Page 65 of 68
11/04/2021
CITY OF ATASCADERO
5
11:06AM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 09/30/2021
Periods: 0 through 3
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
*** Title Not Found ***0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6600000 Professional Development
0000.6600000 Professional Development 0.00 0.00 430.00 0.00 430.00 0.00
Total Professional Development 0.00 0.00 0.00 0.00 430.00 430.00
0000.6740000 Business Development
Total Business Development 0.00 0.00 0.00 0.00 0.00 0.00
0000.6900000 Department Service Charges
0000.6900000 Administration 0.00 0.00 2,860.00 0.00 2,860.00 0.00
Total Department Service Charges 0.00 0.00 0.00 0.00 2,860.00 2,860.00
Total Operating Services and Supplies 73.38 47,548.85 47,548.85 178,845.00 82,146.15 308,540.00
0000.7000000 Special Purchases, Projects, and Studies
0000.7600000 *** Title Not Found ***
Total Special Purchases, Projects, and Studies 0.00 0.00 0.00 0.00 0.00 0.00
73.38 47,548.85 47,548.85 178,845.00 82,146.15 308,540.00Total Atascadero Tourism Bus Improv Dist
Grand Total 47,548.85 47,548.85 73.38 178,845.00 82,146.15 308,540.00
5Page:
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 2
Page 66 of 68
VISIT ATASCADERO
MARKETING EXPENSES - FISCAL YEAR 2021-2022
Budget: $200,000 | Updated 11/10/2021
DETAILED SPENDING Actual Actual Actual Actual Projected Projected Projected Projected Projected Projected Projected Projected
Description Budget July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL
Strategy/Marketing Plan/Meetings $26,000 $2,075.50 $1,173.70 $1,125.70 $2,116.60 $5,508.50 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $3,000.00 $3,500.00 $26000.00
Creative Development $30,000 $981.30 $1,122.98 $3,427.82 $4,028.70 $5,439.20 $5,000.00 $0.00 $2,500.00 $2,500.00 $2,500.00 $2,500.00 $0.00 $30000.00
Website Updates $3,000 $1,250.00 $250.00 $250.00 $250.00 $250.00 $250.00 $250.00 $250.00 $3000.00
Social Media $18,000 $1,516.50 $1,509.30 $1,422.20 $1,549.00 $1,503.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $18000.00
E-Newsletter $12,000 $1,000.69 $1,217.59 $983.69 $998.09 $1,001.91 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $1,000.00 $798.03 $12000.00
Public Relations $5,000 $279.10 $380.00 $404.60 $1,436.30 $1,500.00 $1,000.00 $5000.00
Media Planning $4,000 $330.10 $112.60 $636.00 $319.00 $300.00 $300.00 $500.00 $300.00 $300.00 $300.00 $300.00 $302.30 $4000.00
Media Cost $82,000 $1,010.24 $425.00 $424.99 $6,572.06 $15,000.00 $10,000.00 $5,000.00 $8,500.00 $10,000.00 $10,000.00 $10,000.00 $5,000.00 $81932.29
Reactive Media $20,000 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $20000.00
SUMMARY: ACTUAL TO BUDGET
Monthly Budget July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June TOTAL
Monthly Totals $200,000 $6,914.33 $5,840.27 $8,400.40 $15,988.05 $31,438.91 $24,550.00 $9,750.00 $22,050.00 $17,050.00 $22,050.00 $19,550.00 $16,350.33 $199,932.29
Added Value/No Charge
OUT OF SCOPE Actual Actual Actual Actual Projected Projected Projected Projected Projected Projected Projected Projected
Description Budget July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL
Promo Items $5,000 $2,463.36 $2463.36
$0.00
SUMMARY: ACTUAL TO BUDGET
Monthly Budget July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June TOTAL
Monthly Totals $5,000 $0 $0 $0 $2,463 $0 $0 $0 $0 $0 $0 $0 $0 $2,463.36
Added Value/No Charge
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 3
Page 67 of 68
City of Atascadero
Tourism Report
Transient Occupancy Tax Revenues
Jul-Sep Oct-Dec Jan-Mar Apr-Jun
1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL
Fiscal Year 2014 254,557.46$ 158,389.32$ 134,033.44$ 232,385.37$ 779,365.59$
Fiscal Year 2015 262,246.00$ 171,527.07$ 204,920.33$ 261,362.41$ 900,055.81$
Fiscal Year 2016 387,196.75$ 260,522.61$ 234,591.13$ 359,952.40$ 1,242,262.89$
Fiscal Year 2017 441,814.34$ 259,716.23$ 236,432.90$ 399,564.75$ 1,337,528.22$
Fiscal Year 2018 446,835.24$ 307,035.82$ 237,705.86$ 384,921.01$ 1,376,497.93$
Fiscal Year 2019 442,255.82$ 305,426.85$ 236,855.54$ 406,434.26$ 1,390,972.47$
Fiscal Year 2020 454,062.15$ 325,569.25$ 207,088.63$ 136,898.64$ 1,123,618.67$
Fiscal Year 2021 348,012.06$ 275,644.27$ 241,653.81$ 489,896.45$ 1,355,206.59$
Fiscal Year 2022 549,667.28$ 549,667.28$
ITEM NUMBER: B-3
DATE: 11/17/21
ATTACHMENT: 4
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