HomeMy WebLinkAboutTBID_2022-02-16_AgendaPacket
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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:
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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:
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ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA
Wednesday, February 16, 2022 at 2:30 P.M.
Video Conference:
https://us02web.zoom.us/j/89070310296?pwd=dnBjNUdLSWJiTWk1REtKNjFiUk9GQT09
Meeting ID: 890 7031 0296
Passcode: 981290
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 – January 19, 2022
▪ Recommendation: ATBID Board approve the January 19, 2022 Draft ATBID
Regular Meeting Minutes. [City Staff]
B. BUSINESS ITEMS
1. Atascadero Lakeside Wine Festival Passport Recap 2021 & Wine Fest Event
Sponsorship Proposal 2022
▪ Recommendations: ATBID Board:
1. Receive recap of the marketing results from the 2021 Atascadero Lakeside
Wine Festival Passport. [Atascadero Chamber]
2. Provide staff direction on the Atascadero Lakeside Wine Fest Event
sponsorship proposal for 2022. [Atascadero Chamber]
▪ Fiscal Impact: $10,000
Page 1 of 65
2. Visit SLO CAL Events & Festivals Strategy Commitment to Collaborate
▪ Recommendation: ATBID Board review and provide staff direction on the Visit
SLO CAL Events & Festival Strategy Commitment to Collaborate. [Visit SLO CAL]
▪ Fiscal Impact: None.
3. Economic Development Update for the City of Atascadero
▪ Recommendation: ATBID Board receive and file Economic Development Update
for the City of Atascadero. [City]
▪ Fiscal Impact: None.
4. Budget Overview & Monthly Report
▪ Recommendation: ATBID Board receive and file Budget Report. [City/Verdin]
▪ Fiscal Impact: None.
C. UPDATES
1. Visit SLO CAL Updates – Camille Silvera
2. Marketing Update – Verdin Marketing
3. City Business & Administrative Update – City Manager’s Office
4. Ad Hoc Committee Update for TOT Collection Software Billing & Short-Term Rental
Platform Review
5. Chamber & BID (Downtown) Update – Josh Cross
D. BOARD MEMBER COMMENTS
E. FUTURE AGENDA ITEMS
1. Political/Action Topics Presentation by the Mayor and/or County Supervisor.
2. Space Port Presentation by Mayor Martin & Mayor Moreno.
3. Garagiste Festival 2021 Event Recap & 2022 Sponsorship Renewal.
4. California Mid-State Fair Sponsorship Proposal.
F. ADJOURNMENT
Page 2 of 65
ITEM NUMBER: A-1
DATE: 02/16/22
Atascadero TBID
January 19, 2022
Page 1 of 5
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
DRAFT MINUTES
Wednesday, January 19, 2022 at 2:30 P.M.
Video Conference:
https://us02web.zoom.us/j/81654417690?pwd=eWp2cHpUc29FTDdSSzhpVXhUQklGQT09
Meeting ID: 816 5441 7690
Passcode: 265250
CALL TO ORDER:
Chairperson Harden called the meeting to order at 2:33 p.m.
ROLL CALL:
Present: By Teleconference - Chairperson Harden, Vice Chairperson Ketchum
and Board Members Alexander and Sohi
Absent: Board Member O’Malley
Staff Present: By Teleconference - Deputy City Manager/Outreach Promotions
Terrie Banish, Marketing Consultant Akers, Administrative Services
Director Jeri Rangel and Deputy City Clerk Amanda Muther
APPROVAL OF AGENDA:
MOTION: By Board Member Alexander and seconded by Board Member
Sohi to approve the agenda.
Motion passed 4:0 by a roll call vote. (O’Malley Absent)
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens spoke by telephone or through the webinar on this item: None.
A. CONSENT CALENDAR
1. ATBID Draft Action Minutes – Monthly ATBID Meeting, November 17, 2021
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the
November 17, 2021 meeting. [City Staff]
Page 3 of 65
ITEM NUMBER: A-1
DATE: 02/16/22
Atascadero TBID
January 19, 2022
Page 2 of 5
MOTION: By Board Member Sohi and seconded by Board Member
Alexander to approve the consent calendar.
Motion passed 4:0 by a roll call vote. (O’Malley Absent)
B. BUSINESS ITEMS
1. Central Coast Craft Beer Festival Event Recap 2021 & Event Sponsorship
Request 2022
▪ Recommendations:
1. Receive recap of the marketing results of the October 23rd Central Coast Craft
Beer Festival and new special event request for March 2022.
2. Provide staff direction on the sponsorship request for the March 2022 Central
Coast Craft Beer Festival event. [CC Brewer’s Consortium]
▪ Fiscal Impact: $5,000.
Event organizer, Andres Nuno gave the presentation and answered questions from the
Board.
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: Geoff Auslen
Chairperson Harden closed the Public Comment period.
MOTION: By Board Member Sohi and seconded by Vice Chairperson
Ketchum to approve the sponsorship request for the March 2022
Central Coast Craft Beer Festival event for $5,000.
Motion passed 4:0 by a roll call vote. (O’Malley Absent)
2. Atascadero Fall Festival Event Recap & Event Sponsorship Request 2022
▪ Recommendations:
1. Receive recap of marketing results from the first Atascadero Fall Fest and new
special event request for November 2022.
2. Provide staff direction on the sponsorship request for the November 2022
Atascadero Fall Festival event. [En Fuego Events]
▪ Fiscal Impact: $10,000.
Andres Nuno with En Fuego Events gave the presentation and answered questions from
the Board. Deputy City Manager Banish also answered questions from the Board.
Mr. Nuno noted there is a cost to putting on an event this big and indicated there is a desire
to grow the event and expand the marketing. He requested that the Board consider a
sponsorship in the amount of $20,000 toward the 2022 event.
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
Page 4 of 65
ITEM NUMBER: A-1
DATE: 02/16/22
Atascadero TBID
January 19, 2022
Page 3 of 5
MOTION: By Board Member Alexander and seconded by Vice Chairperson
Ketchum to commit $20,000 to the 2022 Atascadero Fall Festival.
Motion passed 4:0 by a roll call vote. (O’Malley Absent)
3. New Bovine Classic Event for Sponsorship Review
▪ Recommendation: ATBID Board discuss and provide staff direction on
sponsorship of the new Bovine Classic and investment level. [City]
▪ Fiscal Impact: Up to $10,000.
Deputy City Manager Banish provided a brief recap of the request 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.
MOTION: By Board Member Sohi and seconded by Board Member
Alexander to approve $10,000 in sponsorship for the new Bovine
Classic event.
Motion passed 4:0 by a roll call vote. (O’Malley Absent)
4. TOT Collection Software Billing & Short-Term Rental Platform Review
• Recommendations:
1. Review next steps for the TOT Collection Software Billing platform and how the
short-term rental works with that program. [City]
▪ Fiscal Impact: Approx.$17,000 Annually
2. Review the current Short-Term Rental program and provide staff direction on
renewal given the opportunity with the new billing software. [City]
▪ Fiscal Impact: $5,135 Annually
Administrative Services Director Rangel gave the presentation and answered questions
from the Board. Deputy City Manager Banish and Marketing Consultant Akers also
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.
There was Board consensus to bring the item back for further discussion.
Chairperson Harden created an ad hoc committee, comprised of herself and
Board Member Sohi to review TOT billing options.
Page 5 of 65
ITEM NUMBER: A-1
DATE: 02/16/22
Atascadero TBID
January 19, 2022
Page 4 of 5
5. Scope of Work for City Administrative Services for ATBID
▪ Recommendation: ATBID Board receive and file the City’s “Scope of Work” for
Administrative Services for ATBID starting January 2022. [City]
▪ Fiscal Impact: $27,500 Annually
Deputy City Manager Banish 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.
The City’s “Scope of Work” for Administrative Services for ATBID
starting January 2022 was received and filed.
6. Marketing Plan Summary & Detailed Quarterly Marketing Report
▪ Recommendation: ATBID Board receive and file the Marketing Plan Summary
and detailed Quarterly Marketing Report. [Verdin]
▪ Fiscal Impact: None
Marketing Consultant Akers gave the presentation and answered questions from the Board.
Vice Chairperson Ketchum left at 4:21 p.m.
PUBLIC COMMENT:
The following citizens spoke by telephone or through the webinar on this item: None.
Chairperson Harden closed the Public Comment period.
The Marketing Plan Summary and detailed Quarterly Marketing Report
were received and filed.
7. Budget Overview & Monthly Report
▪ Recommendation: ATBID Board receive and file Budget Report. [City/Verdin]
▪ Fiscal Impact: None.
Deputy City Manager Banish Akers gave presentations 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 Budget Report was received and filed.
Page 6 of 65
ITEM NUMBER: A-1
DATE: 02/16/22
Atascadero TBID
January 19, 2022
Page 5 of 5
C. UPDATES
1. Visit SLO CAL Updates – Camille Silvera provided updates on Restaurant Month and
SLO CAL Crafted.
2. Marketing Update – Marketing Consultant Akers advised that there was a marketing
retreat coming up. Deputy City Manager Banish noted that keychains had been
distributed at the Tamale Festival and that more could be delivered to the hotels for
distribution.
3. City Business & Administrative Update – Deputy City Manager Banish provided an
update on the Tamale Festival event.
4. Chamber & BID (Downtown) Update – Deputy City Manager Banish announced the
Sweetheart Stroll event would be happening again in February and noted that the
Chamber was going to be doing another Atascadero Wine Festival Passport for the
new year.
D. BOARD MEMBER COMMENTS
Board Member Sohi said he continued to be amazed by the events, Tamale Festival being
one of them, and confirmed that they are seeing out of town guests. Based on its growth,
he inquired on whether or not it might be time to consider having Visit Atascadero involved
in marketing this event.
E. FUTURE AGENDA ITEMS
1. Political/Action Topics Presentation by the Mayor and/or County Supervisor
2. Economic Development Update for the City of Atascadero.
3. Space Port Presentation by Mayor Martin & Mayor Moreno.
F. ADJOURNMENT:
Chairperson Harden adjourned the meeting at 4:43 p.m.
MINUTES PREPARED BY:
______________________________________
Amanda Muther
Deputy City Clerk
APPROVED:
Page 7 of 65
ITEM NUMBER: B-1
DATE: 02/16/22
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Atascadero Lakeside Wine Festival Passport Recap 2021
& Wine Fest Event Sponsorship Proposal 2022
RECOMMENDATIONS:
ATBID Board:
1. Receive recap of the marketing results from the 2021 Atascadero Lakeside
Wine Festival Passport.
2. Provide staff direction on the Atascadero Lakeside Wine Fest Event
sponsorship proposal for 2022.
DISCUSSION:
Each year, the Atascadero Chamber of Commerce and the Atascadero Lakeside Wine
Festival Committee manage the Atascadero Lakeside Wine Festival weekend of
events including the main event, the Atascadero Lakeside Wine Festival. Due to
COVID-19, the festival had to postpone the event for 2020 and 2021 and introduced a
new passport program from June – December of 2021 that offered a variety offers to
wineries, breweries, restaurants and other businesses to get folks out enjoying our local
businesses. Today’s presentation will include the results of the “Atascadero Lakeside
Wine Passport” program, along with the future plans for the Passport into 2022.
The Chamber and the Atascadero Lakeside Wine Festival Committee are excited to
present the new, 25th Annual Atascadero Lakeside Wine Fest planned for June 25,
2022. This event will involve all of the things that event goers have come to expect plus
the addition of experience driven activities to promote the event as a ”can’t miss”
festival that will inspire attendees to return to Atascadero again and again. The
Atascadero Lakeside Wine Fest sponsorship presentation will provide an overview of
the event sponsorship for the Atascadero Tourism Business Improvement District to
consider.
FISCAL IMPACT:
$10,000.
Page 8 of 65
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENTS:
1. Atascadero Lakeside Wine Fest Event Sponsorship Application 2022
2. Atascadero Lakeside Wine Fest Sponsorship Presentation 2022
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LAKESIDELAKESIDEATASCADERO2525JUNJUN20222022
SPONSORSHIP
INFORMATION
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 21 of 65
THE VENUETHE VENUE IS REMARKABLE IS REMARKABLE
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 22 of 65
EVENT OVERVIEW
MISSION STATEMENT
The Atascadero Lakeside Wine Festival
is a showcase of premier wineries from
the Central Coast. Now, celebrating
its 25th year, each Festival showcases
nearly 250 wines from over 80 wineries,
10 breweries, food purveyors, and
art exhibitors at the relaxed and sun
kissed lakeside location.
The mission of the Atascadero Lakeside
Wine Festival is to promote Atascadero as a
destination and to celebrate the fine wines
of the Central Coast region while giving
back to charitable initiatives.
ACCOLADES
Winner of the 2018 New Times
award for best North County
Outdoor Event.
LAKESIDELAKESIDEATASCADERO
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 23 of 65
THE EVENT
DETAILS
The genuine wine tasting experience – sun, food, wine, and music – all come together at
this sun-splashed wine festival overlooking the Atascadero Lake and amongst the environs
of the Charles Paddock Zoo. This event gets under way at 5:00 pm. Hundreds of premium
California wines are served up along with the best of the regional craft brews, cider, and
spirits. Two live bands bookend the festival grounds in order to keep the beat going for this
lively event.
• Saturday, June 25, 2022
• 5:00 - 8:00 pm
• Atascadero Lake Park and Charles
Paddock Zoo
• 1,500 attendees
• 80 Wineries
• 15 Breweries
• 3 Distilleries
• 15 Art Vendors
• 20 Commercial Vendors
• 5 Food Trucks
• 2 Bands, 1 DJ
• 6 VIP Cabanas
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 24 of 65
DEMOGRAPHICS
MARITAL STATUS
The majority of Festival attendees are
married with children
INCOME
Average annual household income is
$100,000 to $200,000. 13% of attendees
have a household income over $200,000
LOCALS VS. VISITORS
21% of attendees are from outside SLO
County. 65% are from North SLO County.
14% are from SLO and South County
AGE
Median age demographic is 50-69 years
old
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 25 of 65
LAKESIDELAKESIDEATASCADERO
MARKETING OUTLINE
DIGITAL, PRINT, AND MEDIA OUTLETS:DIGITAL, PRINT, AND MEDIA OUTLETS:
The marketing campaign begins in February and will utilize a cross
selection of digital, print, radio, emarketing, social networking and flyers/
posters/banners to promote the Atascadero Lakeside Wine Festival.
• Event brochure (consumer) – 2,000
• Festival Poster – 500
• Festival Map (on-site) – 1,500
• Social Media campaigns on Facebook and
Instagram
• Online, Radio, and Print Advertising
• Monthly Electronic Newsletters
• Nationally ranked wine websites including
LocalWineEvents.com,Gayot.com,
WineCountry.com,Yelp.com, TripAdvisor.com,
etc.
• Atascadero Lakeside Wine Festival website
• Atascadero Chamber of Commerce website
and e-newsletters
• Local, and regional media partnerships
with the Telegram Tribune, 13 Stars Media,
Atascadero Daily News, Paso Robles Daily
News, SLO County Visitors Guide
• Extensive public relations outreach
• Radio and online promotion/giveaways
PROMOTIONS
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 26 of 65
WHY BECOME A SPONSOR?
A UNIQUE MARKETING OPPORTUNITYA UNIQUE MARKETING OPPORTUNITY
The Atascadero Lakeside Wine Festival provides exceptional exposure for sponsors
through a wide variety of media advertising, press coverage, email marketing,
website exposure, and on-site event visibility. Our first-class prime-time event
attracts hundreds of high demographic food and wine lovers that appreciate and
can afford not only fine wines but also the finer things in life.
IMAGE BRANDINGIMAGE BRANDING
Image branding is high profile penetration in a prestigious environment that truly
sends the “right” message about your brand of community involvement, support
for a worthy charity, and a popular local event (a portion of net proceeds benefits
the Charles Paddock Zoo).
In kind sponsorships are also welcome for media advertising, accommodations,
signage, non-alcoholic beverages, printing services, etc.
CURRENT AND PREVIOUS SPONSORSCURRENT AND PREVIOUS SPONSORS
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 27 of 65
TYPES OF SPONSORSHIPS
As an item sponsor, your company
logo and/or company name will appear
on the item, and your company will
be acknowledged on the event map.
Organizations may sponsor or co-
sponsor any of these mementos, or
an appropriate additional one of their
own choosing:
$5,000
OFFICIAL TASTING GLASS
1 available
Company logo on 1,500 wine
glasses
$1,500
LIVE MUSIC STAGE SPONSOR
2 available
Company logo on stage signage
$2,500
OFFICIAL EVENT BRACELET
1 available
Company logo on 1,500 wine
glasses
$1,000
COOLING STATION
2 available
Company logo on cooling station
$2,000
SHOOTING GALERY SPONSOR
1 available
Company logo on mobile
shooting gallery and signs
$500
WINE GLASS PAINTING
2 available
Company logo at wine glass
painting area and opportunity to
place collateral inside glasses
100 glasses
ITEM SPONSORS
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 28 of 65
TITLETITLE
SPONSORSHIPSSPONSORSHIPS
PLATINUM SPONSOR
*Image for illustrative purposes only
• Hospitality cabana located in a prime location near
live music stage. Seating for 6-8 individuals will be
supplied. Logo signage included.
• Official Tasting Glass Sponsor - $5,000. Includes
company logo on 1,500 wine glasses.
• Chamber Chairman Circle membership at the
Catalyst level. $10,000 value.
• Platinum Level Sponsor highlighted in all
e-communications for the Festival with link to
company site.
• Logo displayed on all print advertising, internet
marketing, promotional brochures, festival program,
festival posters, and other promotional materials, all
local/regional print and electronic media employed,
and on internet wine/food/festival calendars.
• Logo will displayed on all event banners and signage
on site.
• 16 festival tickets. Additional tickets available for $40
each.
$10,000
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 29 of 65
GOLD LEVEL SPONSOR $5,000
SILVER LEVEL SPONSOR $2,500
BRONZE LEVEL SPONSOR $1,500
*Image for illustrative purposes only
• Hospitality cabana located in a prime location near live
music stage. Seating for 6-8 individuals will be supplied.
Logo signage included.
• Official Event Bracelet Sponsor - $2,500. Includes
company logo on 1,500 fabric bracelets.
• Logo displayed on all print advertising, internet
marketing, promotional brochures, festival program,
festival posters, and other promotional materials, all local/
regional print and electronic media employed, and on
internet wine/food/festival calendars.
• Logo will displayed on all event banners and signage on
site.
• 12 festival tickets. Additional tickets available for $40
each.
• Hospitality cabana located in a prime location near live
music stage. Seating for 6-8 individuals will be supplied.
Logo signage included.
• Logo displayed on all print advertising, internet marketing,
promotional brochures, festival program, festival posters,
and other promotional materials, all local/regional print
and electronic media employed, and on internet wine/
food/festival calendars.
• Logo will displayed on all event banners and signage on
site.
• 8 festival tickets. Additional tickets available for $40 each.
• Hospitality cabana located in a prime location near
live music stage. Seating for 6-8 individuals will be
supplied. Logo signage included.
• 8 festival tickets. Additional tickets available for
$40 each.
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 30 of 65
DID WE MENTION?
IT’S OUR 25th ANNIVERSARY!
THISTHIS
IS GOING TO BE A IS GOING TO BE A
BIGGERBIGGER
BETTERBETTER
BADA## BADA##
YEARYEAR
LAKESIDELAKESIDEATASCADERO2525
2525
Ye
a
r
s
JUNJUN 20222022
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 31 of 65
Josh Cross, President/CEO
805.466.2044
josh@atascaderochamber.org
www.atascaderolakesidewinefestival.comwww.atascaderolakesidewinefestival.com
CONTACT
ITEM NUMBER: B-1
DATE: 02/16/22
ATTACHMENT: 2
Page 32 of 65
ITEM NUMBER: B-2
DATE: 02/16/22
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Visit SLO CAL Events & Festivals Strategy
Commitment to Collaborate
RECOMMENDATION:
ATBID Board review and provide staff direction on the Visit SLO CAL Events & Festival
Strategy Commitment to Collaborate.
DISCUSSION:
The Visit SLO CAL Tourism Marketing District and an external agency that specializes in
strategic planning, will be working with a dedicated work group to create a comprehensive
Events and Festivals strategy. The purpose of the strategy is to do a full analysis of
existing tourism-related events and use those results to strategically outline and inform
when and where events take place, what type of events are needed and how sponsorship
of events should occur. By doing so, SLO CAL is empowered to eliminate events during
peak periods, reduce duplication across communities, establish and streamline the event
funding process and model, increase demand during off -season and mid-week periods
and assist the lodging community with yielding rate. All this, by design, will reduce the
overall impact on our local communities and increase the quality of life for SLO CAL
residents while creating consistent economic and tourism growth to the region year-round
versus only during peak seasons. It will also establish standards for identifying future
signature events - for pursuit and funding - that focus on SLO CAL’s strengths in the areas
of outdoor and coastal activities as well as food and wine.
The Events & Festival Strategy will be a resource to all destinations and will also provide
a master countywide event and festivals calendar that will be housed on Visit SLO CAL’s
website, www.slocal.com.
Last Fall, Visit SLO CAL convened an Events & Festivals (E&FS) working group for two
facilitations, discussing regional concerns regarding a countywide strategic plan and
master calendar. The E&FS working group is comprised of destination partners and
city/county stakeholders and will not only help inform what is included in the strategy but
assist with implementation and adherence. Since Visit SLO CAL is fully funding this effort,
a Commitment to Collaborate was drafted during the facilitations that collaborators are
being asked to sign to commit to their continued partnership and collaboration.
Additionally, a detailed benefits list was drafted for understanding of how this strategy and
Page 33 of 65
ITEM NUMBER: B-2
DATE: 02/16/22
resource will provide collaboration for each destination and contribute to the overall
success of tourism in our County.
After the approval of the Events & Festivals Strategy Commitment to Collaborate, it will
then go to City Council sometime in March for review and approval.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. Visit SLO CAL Events & Festival Strategy Presentation
2. Visit SLO CAL Events & Festivals Commitment to Collaborate
Page 34 of 65
ITEM NUMBER:
DATE:
ATTACHMENT:
Page 35 of 65
SLO CAL Events & Festivals
Strategy
January/February2022
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 36 of 65
FOOTER 2
SLO CAL Events & Festivals Strategy
Purpose
Provide every destination and the lodging community in San Luis
Obispo County the information, easy-to-use tools, and
collaborative platform to maximize positive economic impacts of
visitor-related events & festivals and remain mindful of resident
quality of life.
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 37 of 65
FOOTER 3
Benefits: Residents
•Residents will gain a clearer understanding of the benefits that events & festivals bring to each community
•Optimizations to events &festivals calendar will seek to minimize disruptions to traffic and parking
•Optimization of events & festivals inventory and calendar will maximize benefits to local businesses and local economies
•Attraction or creation of world-class events will enhance the SLO CAL lifestyle through increase of availableactivities
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 38 of 65
FOOTER 4
Benefits: SLO County, Municipalities, and DMOs
Information
•The best practices and strategic direction of the plan will give each
destination the information it needs to make strategic investment
and marketing decisions related to its local events &festivals.
Tools
•Centralized calendar that can be used on each DMO’s website (via
API or other interface), filtered down to local events, without the
need for development and upkeep of additional calendars. Each
destination will be able to “white label” their filtered events in a
way that will preserve each calendar’s role in driving traffic to
destination websites.
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 39 of 65
FOOTER 5
Benefits: SLO County, Municipalities, and DMOs
Collaborative Platform
•Collaborative strategies for the development, attraction, retention, or expansion of strategically advantageous events & festivals. In some cases, this will provide opportunities to further develop existing home-grown events & festivals, or to expand them through collaboration between municipalities.
•Enhanced communication and coordination between municipalities about events & festivals.
•Destinations retain the autonomy to manage their own events & festivals, or to opt to engage in collaborative efforts with Visit SLO CAL or other destinations in the County.
•Visit SLO CAL is funding the effort, and no additional investment is required from collaborating entities.
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 40 of 65
FOOTER 6
Benefits: Visit SLO CAL
•The strategic amplification of events & festivals throughout
the County will maximize occupancy in need periods,
supporting the economic growth portion of Visit SLO CAL’s
mission
•Centralized calendar will reduce confusion and duplication
of efforts, supporting Visit SLO CAL’s values of
Stewardship and Future Focus
•Strategic alignment on key opportunities for events &
festivals in the County will allow Visit SLO CAL to prioritize
its partnerships with communities who choose to participate
in these opportunities
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 41 of 65
FOOTER 7
Commitment to Collaborate
•A partnership in the development and
implementation of a strategy for tourism
related events and festivals.
•Broken into what Visit SLO CAL agrees to as
well as what collaborates agree to –four items
•Continued participation in working group
•Execute and advocate for the recommendations of the strategy
•Prioritize the use of the strategy and the shared calendar
•Commit, in principle, to the continuation of this collaborative effort
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 42 of 65
FOOTER 8
SLO CAL Events & Festivals Strategy
•Public Comment
•Committee Discussion
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 43 of 65
Thank You!
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 1
Page 44 of 65
COMMITMENT TO COLLABORATE IN THE DEVELOPMENT AND
IMPLEMENTATION OF A STRATEGY FOR TOURISM RELATED
EVENTS AND FESTIVALS
This countywide commitment to collaborate on the development and implementation of
an Events & Festivals Strategy is effective upon signature by all parties.
Visit SLO CAL agrees to:
1. Retain an expert events & festivals consultant and pay consulting fees for the
development of the Events & Festivals Strategy
2. Convene a Working Group representing municipalities, the County, DMOs, and event
partners to work collaboratively with the chosen consultant to develop an overall Events
& Festivals Strategy that accomplishes the following scope of work:
a. Work with Visit SLO CAL to form and facilitate a working group representing
municipalities, the County, DMOs, and key event partners.
b. Facilitate a series of collaborative meetings with the Working Group to develop a
countywide Events & Festivals Strategy that:
i. Applies a rating system to current and future events & festivals by their
impacts—both positive and negative—to economic vitality and resident
quality of life
ii. Catalogs key event & festival opportunities related to:
1. Target audiences and markets
2. Event types
3. Event & festival locations
4. Seasonality, including off-season and mid-week periods
5. Multi-city collaboration
iii. Defines positive high-impact events & festivals and proposes key
strategic opportunities for their development, attraction, retention, or
creation
iv. Proposes best practice-informed and/or innovative strategies for the
sponsorship and funding of events & festivals
v. Proposes best practice-informed and/or innovative strategies for visitor
behavior management, event promotor responsibilities, and
safety/security
vi. Proposes outcome-based performance measures to guide the
prioritization of continuing investments
vii. Proposes best practice-informed and/or innovative strategies for
overcoming differences within the Working Group over time
c. Work with Visit SLO CAL’s marketing team and website development agency to
develop the framework for a centralized calendar that will be accessible for each
destination to use on its own website via API or other interface, filtered to local
events, without the need for development or upkeep of additional calendars.
Each destination will be able to “white label” their filtered events in a way that will
preserve each calendar’s role in driving traffic to destination websites.
3. Pay for the development and maintenance of a centralized calendar as described in 2c
above.
4. Strategically partner in tourism-related event & festival opportunities that meet Visit SLO
CAL’s event criteria and support the strategic direction of the finalized Events & Festivals
Strategy, as appropriate.
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 2
Page 45 of 65
5. On an ongoing basis, collect and share data related to Visit SLO CAL’s outcome-based
performance measures of the Events & Festivals Strategy.
Collaborators agree to the following:
1. Each co-signed municipality or organization will appoint a point person to participate in
the Working Group to collaboratively define the countywide Events & Festivals Strategy.
2. To execute the recommendations of the Events & Festivals Strategy, point persons will
work within their own communities to advance the ideas of the Strategy and implement
and/or advocate for best practices that will enhance both the visitor economy and
resident quality of life.
3. On an ongoing basis, collaborators will prioritize use of the Strategy and shared calendar
to minimize duplication of efforts and/or conflicting information.
4. Collaborators commit, in principle, to the continuation of this collaborative effort and
ongoing Working Group meetings, even if key participants change via succession,
election, or other changes, and to work in good faith to overcome differences related to
execution of the Events & Festivals Strategy should they arise.
Signed,
X
Chuck Davison
President & CEO, Visit SLO CAL
X
Bruce Gibson
Chair, San Luis Obispo Board of Supervisors
X
Bram Winter
Chair, Highway 1 Discovery Route
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 2
Page 46 of 65
X
Whitney McDonald
City Manager, City of Arroyo Grande
X
Rachelle Rickard
City Manager, City of Atascadero
X
Matthew Bronson
City Manager, City of Grover Beach
X
Scott Collins
City Manager, City of Morro Bay
X
Amish Patel
Chair, Visit Morro Bay
X
John Arnold
Chair, Travel Paso
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 2
Page 47 of 65
X
Gordon Jackson
Director, Pismo Beach Tourism and Events
X
Derek Johnson
City Manager, City of San Luis Obispo
ITEM NUMBER: B-2
DATE: 02/16/22
ATTACHMENT: 2
Page 48 of 65
ITEM NUMBER: B-3
DATE: 02/16/22
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Economic Development Update
for the City of Atascadero
RECOMMENDATION:
ATBID Board receive and file Economic Development Update for the City of Atascadero.
DISCUSSION:
The Atascadero Community Development Department will provide an update on
economic development activities throughout the City. The update will include information
about the Del Rio corridor, La Plaza, upcoming events concerning the City’s General
Plan, which was discussed in detail during City Council & Planning Commission Special
Joint Meeting on January 28, 2022, and more.
This is an opportunity for the ATBID Board to ask questions and discuss any concerns
they might have related to economic development in the City.
FISCAL IMPACT:
None.
ATTACHMENTS:
None.
Page 49 of 65
ITEM NUMBER: B-4
DATE: 02/16/22
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Budget Overview & Monthly Report
RECOMMENDATION:
ATBID Board receive and file Budget Overview and Monthly Report.
DISCUSSION:
The December 2021 ATBID summary and expenditure report shows the expenditures
that have been submitted through December 2021. The FY2021 report has not been
finalized, and will continue to be updated as the City is on an accrual basis. The ATBID/
Verdin Marketing Expenditure Report will be included at the meeting 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. Tourism TOT Report (2.8.22)
Page 50 of 65
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 12/31/2021 2021-2022
REVENUES
41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 277,287$ 114,674$ 292,320$
45920.0003 Assessment Penalties - - - - 133 - - -
46110.0000 Investment Earnings 5,458 724 1,580 9,631 10,720 2,027 - 6,950
Total Revenue 246,536 268,231 276,875 287,815 235,462 279,314 114,674 299,270
EXPENSES
6050000 Office Expense 5,164 - - - - - - 250
6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 67,790 165,000
6400000 Operating Supplies 1,217 120 - - - - - -
6500000 Contract Services 105,314 138,414 172,938 143,482 120,525 106,295 46,569 140,000
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 1,147 2,860
Total Expenses 206,020 232,639 323,636 325,408 242,881 152,210 115,506 308,540
NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 127,104 (832) (9,270)
BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 400,771 256,830
ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 400,771$ 399,939$ 247,560$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 51 of 65
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 11/30/2021 2021-2022
REVENUES
41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 277,287$ 114,674$ 292,320$
45920.0003 Assessment Penalties - - - - 133 - - -
46110.0000 Investment Earnings 5,458 724 1,580 9,631 10,720 2,027 - 6,950
Total Revenue 246,536 268,231 276,875 287,815 235,462 279,314 114,674 299,270
EXPENSES
6050000 Office Expense 5,164 - - - - - - 250
6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 55,971 165,000
6400000 Operating Supplies 1,217 120 - - - - - -
6500000 Contract Services 105,314 138,414 172,938 143,482 120,525 106,295 40,795 140,000
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 1,147 2,860
Total Expenses 206,020 232,639 323,636 325,408 242,881 152,210 97,913 308,540
NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 127,104 16,761 (9,270)
BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 400,771 256,830
ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 400,771$ 417,532$ 247,560$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 52 of 65
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 10/31/2021 2021-2022
REVENUES
41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 277,287$ 114,144$ 292,320$
45920.0003 Assessment Penalties - - - - 133 - - -
46110.0000 Investment Earnings 5,458 724 1,580 9,631 10,720 2,027 - 6,950
Total Revenue 246,536 268,231 276,875 287,815 235,462 279,314 114,144 299,270
EXPENSES
6050000 Office Expense 5,164 - - - - - - 250
6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 41,027 165,000
6400000 Operating Supplies 1,217 120 - - - - - -
6500000 Contract Services 105,314 138,414 172,938 143,482 120,525 106,295 32,252 140,000
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 1,141 2,860
Total Expenses 206,020 232,639 323,636 325,408 242,881 152,210 74,420 308,540
NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 127,104 39,724 (9,270)
BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 400,771 256,830
ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 400,771$ 440,495$ 247,560$
*Actual numbers are unaudited, not yet finalized and are subject to change
Atascadero Tourism Business Improvement District (ATBID) Fund
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 53 of 65
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
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 54 of 65
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
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 55 of 65
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
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 56 of 65
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
2/10/2022
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 1
Page 57 of 65
02/09/2022
CITY OF ATASCADERO
1
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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
100,000.00 7/1/2021 po PO 02453
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 7/1/2021 ap IN 12784
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 168159
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-4
DATE: 02/16/22
ATTACHMENT: 2
Page 58 of 65
02/09/2022
CITY OF ATASCADERO
2
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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
47.95 10/1/2021 ap IN 12976
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 168976
11,383.90 10/31/2021 ap IN 10550
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169462
2Page:
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 2
Page 59 of 65
02/09/2022
CITY OF ATASCADERO
3
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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)
-11,383.90 10/31/2021 po LI 10550
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 11/1/2021 ap IN 13035
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 169253
14,896.22 11/30/2021 ap IN 10572
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169685
-14,896.22 11/30/2021 po LI 10572
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 12/1/2021 ap IN 13109
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 169605
11,723.21 12/31/2021 ap IN 10637
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169900
-11,723.21 12/31/2021 po LI 10637
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
41,492.33 41,492.33 0.000000.6077025 Digital Media Advertising 58,795.37 -100,287.70 0.00
3Page:
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 2
Page 60 of 65
02/09/2022
CITY OF ATASCADERO
4
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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 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
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
5,000.00 10/1/2021 ap IN INV1021
235Line Description: CCCBF SPONSORSHIP
Vendor: 07864 CENTRAL COAST BREWERS GUILD Check # 169250
26,250.00 26,250.00 0.000000.6077060 Advertising 18,000.00 -44,250.00 0.00
Total Advertising 87.60 67,742.33 67,742.33 76,795.37 20,462.30 165,000.00
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
4Page:
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 2
Page 61 of 65
02/09/2022
CITY OF ATASCADERO
5
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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)
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
-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
5Page:
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 2
Page 62 of 65
02/09/2022
CITY OF ATASCADERO
6
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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)
9,297.80 10/31/2021 ap IN 10550
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169462
-9,297.80 10/31/2021 po LI 10550
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
8,543.60 11/30/2021 ap IN 10572
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169685
-8,543.60 11/30/2021 po LI 10572
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
5,774.20 12/31/2021 ap IN 10637
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 169900
-5,774.20 12/31/2021 po LI 10637
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
41,569.30 41,569.30 0.000000.6501125 Promotions Consultants 40,430.70 -82,000.00 0.00
0000.6509010 Other Professional Services 0.00 0.00 0.00 0.00 0.00 0.00
6Page:
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 2
Page 63 of 65
02/09/2022
CITY OF ATASCADERO
7
4:12PM
Page:expdetl.rpt Expenditure Detail Report
07/01/2021 through 12/31/2021
Periods: 0 through 6
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
0000.6509010 Other Professional Services (Continued)
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 46,569.30 46,569.30 40,430.70 53,000.00 140,000.00
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 75.04 114,311.63 114,311.63 117,226.07 77,002.30 308,540.00
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
75.04 114,311.63 114,311.63 117,226.07 77,002.30 308,540.00Total Atascadero Tourism Bus Improv Dist
Grand Total 114,311.63 114,311.63 75.04 117,226.07 77,002.30 308,540.00
7Page:
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 2
Page 64 of 65
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$ 503,542.34$ 1,368,852.48$
Fiscal Year 2022 572,899.75$ 445,471.31$ 1,018,371.06$
ITEM NUMBER: B-4
DATE: 02/16/22
ATTACHMENT: 3
Page 65 of 65