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HomeMy WebLinkAboutTBID_2022-06-15_AgendaPacket ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT AGENDA Wednesday, June 15, 2022 at 2:30 P.M. 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 – May 18, 2022 ▪ Recommendation: ATBID Board approve the May 18, 2022 Draft ATBID Regular Meeting Minutes. [City Staff] B. BUSINESS ITEMS: 1. Election of Chairperson and Vice Chairperson for the ATBID Advisory Board for 2022/2023 ▪ Recommendation: ATBID Board elect one member to serve as Chairperson and one member to serve as Vice Chairperson for the ATBID Advisory Board for the 22/23 Fiscal Year Term. ▪ Fiscal impact: None. 2. Atascadero Equity Mural Project Update & Sponsorship Request ▪ Recommendation: Review current mural project and provide staff direction regarding an additional mural sponsorship in Downtown Atascadero. ▪ Fiscal impact: $5,000 Page 1 of 35 3. VisitAtascadero.com Brand Refresh Presentation ▪ Recommendation: ATBID Board discuss and provide staff direction from the Brand Refresh discussion for Visit Atascadero. [Verdin] ▪ Fiscal Impact: None. 4. Budget Overview & Monthly Report ▪ Recommendation: ATBID Board receive and file Budget Overview and Monthly Report. [City/Verdin] ▪ Fiscal Impact: None. C. UPDATES: 1. Visit SLO CAL Recap from June IPW conference – Visit SLO CAL/ Verdin/ City Manager’s Office 2. City Business & Administrative Update – City Manager’s Office D. BOARD MEMBER COMMENTS: E. FUTURE AGENDA ITEMS: (This section is set aside for open discussion on 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. Guest Experience vs. Events with the recent increase in TOT. 4. Itemized budget item discussion for reserves. 5. Elks Lodge RV regarding TOT. 6. Quarterly check in on HdL STR Compliance program beginning July 1 F. ADJOURNMENT Page 2 of 35 ITEM NUMBER: A-1 DATE: 06/15/22 Atascadero TBID May 18, 2022 Page 1 of 4 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT DRAFT MINUTES Wednesday, May 18, 2022 at 2:30 P.M. Atascadero City Hall – 6500 Palma Avenue, Club Room Atascadero, California CALL TO ORDER: Chairperson Harden called the meeting to order at 2:33 p.m. ROLL CALL: Present: Chairperson Harden, Vice Chairperson Ketchum, and Board Member Alexander Absent: Board Member O’Malley and Board Member Sohi Staff Present: Deputy City Manager/Outreach Promotions Terrie Banish, Marketing Consultant Ashlee Akers, Deputy City Clerk Dillon James APPROVAL OF AGENDA: MOTION: By Board Member Alexander and seconded by Vice Chairperson Ketchum to approve the agenda. Motion passed 3:0 by a roll call vote. (O’Malley & Sohi absent) PUBLIC COMMENT: Chairperson Harden opened public comment. The following citizens provided public comment on this item: None. A. CONSENT CALENDAR 1. ATBID Draft Action Minutes – April 20, 2022 ▪ Recommendation: ATBID Board approve the April 20, 2022 Draft ATBID Regular Meeting Minutes. [City Staff] MOTION: By Vice Chairperson Ketchum and seconded by Board Member Alexander to approve the consent calendar. Motion passed 3:0 by a roll call vote. (O’Malley & Sohi absent) Page 3 of 35 ITEM NUMBER: A-1 DATE: 06/15/22 Atascadero TBID May 18, 2022 Page 2 of 4 B. BUSINESS ITEMS: Because of technical difficulties with the marketing presentation, the Board moved to item B-3 & B-4 before B-1 & B-2. 3. Budget Overview & Monthly Report ▪ Recommendation: ATBID Board receive and file Budget Overview and Monthly Report. [City/Verdin] ▪ Fiscal Impact: None. Deputy City Manager Banish and Marketing Consultant Ashlee Akers 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 Budget Overview & Monthly Report were received and filed. Due to continuing technical difficulties the Board continued on to Item B-4. 4. 2022-2023 ATBID Annual Assessment ▪ Recommendations: ATBID Board receive and file the 2022-2023 Annual Assessment for Visit Atascadero. [City] ▪ Fiscal Impact: None. 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. Chairperson Harden closed the Public Comment period. The 2022-2023 ATBID Annual Assessment was received and filed. 1. Marketing Plan Summary & Detailed Quarterly Marketing Report ▪ Recommendation: ATBID Board receive and file Marketing Plan Summary and detailed Quarterly Marketing Report. [Verdin] ▪ Fiscal Impact: None. Marketing Consultant Ashlee Akers gave the presentation and answered questions from the Board. PUBLIC COMMENT: The following citizens provided public comment on this item: Sid Bowen. Page 4 of 35 ITEM NUMBER: A-1 DATE: 06/15/22 Atascadero TBID May 18, 2022 Page 3 of 4 Chairperson Harden closed the Public Comment period. Marketing Consultant Ashlee Akers clarified that, while Verdin is marketing the City in specific media markets throughout the State, they are not further targeting this marketing to focus on certain demographic groups to the exclusion of others, a concern that was expressed during public comment. The Marketing Plan Summary and Quarterly Marketing Report Update were received and filed. 2. Marketing Services Contract Renewal ▪ Recommendation: Review proposed marketing plan and provide staff direction for the one-year contract extension (2 out of 4 one-year extensions) of the Verdin Marketing Services for the 2022/2023 fiscal year. [Verdin] ▪ Fiscal Impact: $206,000. Marketing Consultant Ashlee Akers gave the presentation and answered questions from the Board. PUBLIC COMMENT: The following citizens provided public comment on this item: Sid Bowen Chairperson Harden closed the Public Comment period. MOTION: By Board Member Alexander and seconded by Vice Chairperson Ketchum to approve the one-year contract extension for Verdin Marketing Services for $206,000. Motion passed 3:0 by a roll call vote. (O’Malley & Sohi absent) C. UPDATES 1. Visit SLO CAL Updates (Note: Marketing Committee meets every other month, next meeting in May) – Melissa Murray reported that web based, customer service training will be available this summer, called “SLO CAL Welcome” & Destination Management information available in August. 2. Marketing Update – Verdin Marketing – report was done under Update #1, this item will be eliminated on future agendas since included under Visit SLO CAL updates. 3. City Business & Administrative Update – City Manager’s Office. Banish reported TBID Board Term renewals will be brought to City Council on May 24; TBID Annual Assessment will be a consent item for City Council meeting on 5.24 and will go to a Public Hearing on 6.14.22. D. BOARD MEMBER COMMENTS – None. Page 5 of 35 ITEM NUMBER: A-1 DATE: 06/15/22 Atascadero TBID May 18, 2022 Page 4 of 4 E. FUTURE AGENDA ITEMS: 1. Atascadero Equity Mural Project & Mural Trail Map update (June). 2. Political/action topics presentation by the Mayor and/or County Supervisor. 3. Space Port presentation by Mayor Martin & Mayor Moreno. 4. Guest experience vs. events with the recent increase in TOT. 5. Itemized budget item discussion for reserves. 6. Elks Lodge RV regarding TOT. 7. Quarterly check in on HdL STR compliance program beginning July 1. 8. Brand refresh for June. 9. Chairperson & Vice Chairperson elected at June meeting for 2022/23. F. ADJOURNMENT Chairperson Harden adjourned the meeting at 3:58pm. MINUTES PREPARED BY: ______________________________________ Dillon James Deputy City Clerk APPROVED: Page 6 of 35 ITEM NUMBER: B-1 DATE: 06/15/22 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Election of Chairperson and Vice Chairperson for the Atascadero Tourism Business Improvement District (ATBID) Advisory Board for the 22/23 Fiscal Year Term RECOMMENDATION: ATBID Board elect one member to serve as Chairperson and one member to serve as Vice Chairperson for the ATBID Advisory Board for the 22/23 Fiscal Year Term. DISCUSSION: The ATBID Chairperson facilitates ATBID Board meetings and is expected to be prepared and knowledgeable about items on the agenda, vendors, and Board policies and procedures. Additionally, the ATBID Chairperson should be aware of the legalities and practices regarding public advisory boards. The Vice Chairperson is expected to act as ATBID Chairperson in case of absence. Board Member Patricia Harden has served as the Chairperson for the ATBID Board for the previous term. Board Member Corina Ketchum has served as the Vice Chairperson for the ATBID Board for the previous term. FISCAL IMPACT: None. ATTACHMENTS: None. Page 7 of 35 ITEM NUMBER: B-2 DATE: 06/15/22 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Atascadero Equity Mural Project Update & Sponsorship Request RECOMMENDATION: Review current mural project and provide staff direction regarding an additional mural sponsorship in Downtown Atascadero. DISCUSSION: SLO County Arts has implemented the Equality Mural Art Project in Atascadero, a public arts project dedicated to adding 10 murals in downtown Atascadero depicting equality in many different aspects. The goal of this project is to initiate positive identity connotations and represent aspects of equality in the community while beautifying commercial spaces and bringing visitors and locals to the area. This presentation will showcase the newest murals that have been added since august 2021. Currently, there are 6 out of 10 murals completed. An oral presentation follows discussing the four murals that have been completed and discussion around the Mural Map walking trail. The mural project is inclusive for community members wishing to participate in painting. To help continue the mural project, SLO County Arts is looking for a sponsor to cover the cost of another mural at $5,000 for the artist. FISCAL IMPACT: $5,000. ATTACHMENTS: None. Page 8 of 35 Presenting to Atascadero Tourism & Business Improvement District (ATBID) June 15, 2022 ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 9 of 35 Gratitude for Ongoing Support The Equality Mural Project has been well received in the community and is supporting a strong sense of place in Downtown Atascadero. Thank you for the ongoing support. Through your support of funding, marketing, and networking, we are more than halfway towards our goal of 10 murals in the Downtown. ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 10 of 35 Newest Murals Completed since August 2021 ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 11 of 35 Jackie Nguyen “THE SONG” “This concept was inspired by Maya Angelou’s famous “Caged Bird” poem. Just like in the poem, the bird is a symbol of the African-American experience, and the cage represents oppression and struggle. The cage comes out of the woman’s head, to symbolize how deep the struggle for equality is for Blacks.” ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 12 of 35 Sally Lamas “My design depicts people of all races, ages and abilities linking hands together. Each arm is graced with clothing, bracelets, rings or tattoos which express the universal human needs we all share. When we recognize this common bond, our compassion for others increases. When we stand together, we create a light in the world which dispels the darkness of misunderstanding, blame and judgment. In this supportive environment, we can learn to treat each person with equal, loving action and positive regard.” ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 13 of 35 Mia Franco “ORIGIN” “My goal for this project is to focus on the connections between people and the experiences of natural phenomena shared between all. I intend to explore what makes us equal as humans rather than what separates us, bringing together all communities to appreciate natural patterns and other surrounding life forms. In this particular project, I am drawing inspiration from the sun, local wildlife, and bodies of water, which play roles in each of our lives in a unique but interconnected way.” ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 14 of 35 Rachel Hamann “GIL SCOTT-HERON” “This design started with a quote that spoke to me. It’s spoken to many since the words were written by Gil Scott-Heron in his incendiary 1971 song “The Revolution Will Not Be Televised”. Activists have been using his words on their protest signs ever since. The song was an anthem for a revolutionary era and has been hailed as one of the top 20 songs of political history. It spoke to me, as a person living in an amazing time of upheaval and as an artist, about the nature of the media on our lives. The song is a call to action - telling us we need to be in the streets to be a part of what we believe in instead of watching ‘the revolution’ on tv from our couches.” ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 15 of 35 Updates 6 walls out of 10 completed as of June 2022, 4 more walls to complete Over a dozen community members and special groups volunteering well over 50 hours + to support artist priming and painting 1 artist has withdrawn from project due to big life events 1 artist going to start painting in the fall 2 property owners considering for additional secured walls this month Mural Strolls Downtown with Docents Downtown Mural Map design will begin with Verdin Marketing ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 16 of 35 Needs Leads on 2-3 more walls, whether property or business owner contacts Possible lodging for 1-2 artists this late summer into spring 2023 $5,000 request for next mural to be funded Consideration of a kiosk or addition to current kiosks for the Downtown Mural Map ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 17 of 35 Thank you for your time and support www.equalitymuralproject.com equalitymuralproject@gmail.com ITEM NUMBER: B-2 DATE 06/15/22 ATTACHMENT: 1 Page 18 of 35 ITEM NUMBER: B-3 DATE: 06/15/22 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report VisitAtascadero.com Brand Refresh Presentation RECOMMENDATION: ATBID Board discuss and provide staff direction from the Brand Refresh discussion regarding for Visit Atascadero. DISCUSSION: Verdin will lead us through the brand refresh discussion and presentation for Visit Atascadero. In this session, we will review materials and discuss what has worked with the current brand and where the opportunities are so we can strategize the next creative step for the brand. We will facilitate an interactive activity called a brand deck exercise that will help determine where we want to go with the brand and define the next phase of our brand personality. FISCAL IMPACT: None. ATTACHMENT: None. Page 19 of 35 ITEM NUMBER: B-4 DATE: 06/15/22 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 ATBID summary and expenditure report shows the expenditures that have been submitted through April 2022. The FY 2021-22 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 shows 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 FY 2021-22 2. ATBID Expenditure Detail report FY 2021-22 3. ATBID Marketing Spreadsheet - Verdin 4. Tourism TOT Report (6.2.22) Page 20 of 35 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 04/30/2022 2021-2022 REVENUES 41530.6300 Taxes and Assessments 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 277,287$ 287,018$ 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 246,536 268,231 276,875 287,815 235,462 279,314 287,018 299,270 EXPENSES 6050000 Office Expense 5,164 - - - - - 264 250 6070000 Advertising 86,914 91,005 144,521 178,720 120,110 43,142 108,279 165,000 6400000 Operating Supplies 1,217 120 - - - - - - 6500000 Contract Services **105,314 138,414 172,938 143,482 120,525 106,295 112,898 140,000 6600000 Professional Development - 425 425 425 - - 731 430 6740000 Business Development 5,000 - 3,000 - - - - - 6900000 Administration 2,411 2,675 2,753 2,782 2,246 2,774 2,870 2,860 Total Expenses 206,020 232,639 323,636 325,408 242,881 152,211 225,042 308,540 NET INCOME/(LOSS)40,516 35,592 (46,761) (37,593) (7,419) 127,103 61,976 (9,270) BEGINNING AVAILABLE BALANCE 289,333 329,849 365,441 318,679 281,086 273,667 400,770 256,830 ENDING AVAILABLE BALANCE 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 400,770$ 462,746$ 247,560$ *Actual numbers are unaudited, not yet finalized and are subject to change **Contract Services Special Events Atascadero Fall Festival Sponsorship 2021 5,000$ Atascadero Fall Festival Sponsorship 2022 (Payment 1 of 2; 2nd bill for 22/23 fiscal year)10,000 Bovine Classic Sponsorship 2022 10,000 Spartan Race Co-Sponsorship 5,000 Atascadero Lakeside Wine Festival 2,000 Spartan Race Co-Sponsorship 5,000 Destination Marketing Services 66,732 Administrative Services Fee 9,167 112,898$ Atascadero Tourism Business Improvement District (ATBID) Fund 6/9/2022 ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 1 Page 21 of 35 06/02/2022 CITY OF ATASCADERO 1 4:02PM Page:expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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 0000.6053012 Minute Book Filler 0.00 0.00 0.00 0.00 0.00 0.00 263.94 2/11/2022 ap IN 12807 235Line Description: TOURISM DISTRICT BOOK Vendor: 00258 LAUTZENHISER'S STATIONARY Check # 170698 263.94 263.94 0.000000.6053012 Minute Book Filler 0.00 -263.94 0.00 Total Office Expense 105.58 263.94 263.94 0.00 -13.94 250.00 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 1Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 22 of 35 06/02/2022 CITY OF ATASCADERO 2 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) 47.95 8/5/2021 ap IN 12841 235Line Description: SECURE WEB HOSTING Vendor: 07343 CLEVER CONCEPTS, INC. Check # 168431 616.77 8/31/2021 ap IN 10420 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 168923 -616.77 8/31/2021 po LI 10420 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 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 2Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 23 of 35 06/02/2022 CITY OF ATASCADERO 3 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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 ap IN 10550 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 169462 -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 3Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 24 of 35 06/02/2022 CITY OF ATASCADERO 4 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) -11,723.21 12/31/2021 po LI 10637 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 47.95 1/1/2022 ap IN 13169 235Line Description: SECURE WEB HOSTING Vendor: 07343 CLEVER CONCEPTS, INC. Check # 169833 6,173.45 1/31/2022 ap IN 10683 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 170318 -6,173.45 1/31/2022 po LI 10683 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 117.95 2/1/2022 ap IN 13251 235Line Description: WEB SITE MAINTENANCE,SECURE WE Vendor: 07343 CLEVER CONCEPTS, INC. Check # 170105 11,607.12 2/28/2022 ap IN 10718 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 170620 -11,607.12 2/28/2022 po LI 10718 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 4Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 25 of 35 06/02/2022 CITY OF ATASCADERO 5 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) 47.95 3/1/2022 ap IN 13314 235Line Description: SECURE WEB HOSTING Vendor: 07343 CLEVER CONCEPTS, INC. Check # 170372 11,585.46 3/31/2022 ap IN 10765 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 170886 -11,585.46 3/31/2022 po LI 10765 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 82.95 4/1/2022 ap IN 13395 235Line Description: WEB SITE MAINTENANCE Vendor: 07343 CLEVER CONCEPTS, INC. Check # 170669 9,593.53 4/30/2022 ap IN 10803 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 171161 -9,593.53 4/30/2022 po LI 10803 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 80,748.69 80,748.69 0.000000.6077025 Digital Media Advertising 19,835.81 -100,584.50 0.00 0000.6077060 Advertising 0.00 0.00 0.00 0.00 0.00 0.00 5Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 26 of 35 06/02/2022 CITY OF ATASCADERO 6 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) 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 1,280.00 2/16/2022 ap IN 02162022 235Line Description: REGISTRATION FEE Vendor: 00406 VISIT SLO CAL Check # 170322 27,530.00 27,530.00 0.000000.6077060 Advertising 18,000.00 -45,530.00 0.00 Total Advertising 88.55 108,278.69 108,278.69 37,835.81 18,885.50 165,000.00 0000.6400000 Operating Supplies Total Operating Supplies 0.00 0.00 0.00 0.00 0.00 0.00 6Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 27 of 35 06/02/2022 CITY OF ATASCADERO 7 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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 0000.6500000 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 -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 7Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 28 of 35 06/02/2022 CITY OF ATASCADERO 8 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) -6,944.30 9/30/2021 po LI 10491 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 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 8Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 29 of 35 06/02/2022 CITY OF ATASCADERO 9 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) 7,779.90 1/31/2022 ap IN 10683 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 170318 -7,779.90 1/31/2022 po LI 10683 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 6,028.60 2/28/2022 ap IN 10718 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 170620 -6,028.60 2/28/2022 po LI 10718 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 6,375.30 3/31/2022 ap IN 10765 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 170886 -6,375.30 3/31/2022 po LI 10765 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 4,978.70 4/30/2022 ap IN 10803 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 171161 9Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 30 of 35 06/02/2022 CITY OF ATASCADERO 10 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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) -4,978.70 4/30/2022 po LI 10803 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 66,731.80 66,731.80 0.000000.6501125 Promotions Consultants 15,268.20 -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 2,291.67 1/1/2022 je GJ JE22 01-07 235Line Description: ATBID Admin Service Fee - Jan 2,291.67 2/1/2022 je GJ JE22 02-04 235Line Description: ATBID Admin Service Fee - Feb 2,291.67 3/1/2022 je GJ JE22 03-02 235Line Description: ATBID Admin Service Fee - Mar 2,291.67 4/1/2022 je GJ JE22 04-02 235Line Description: ATBID Admin Serv Fee - April 14,166.68 14,166.68 0.000000.6509010 Other Professional Services 0.00 -14,166.68 0.00 0000.6509032 Additional Promotional Services 0.00 0.00 0.00 0.00 0.00 0.00 10,000.00 2/7/2022 ap IN 666 235Line Description: ATASCADERO FALL FEST GRANT Vendor: 08621 EN FUEGO EVENTS Check # 170390 10,000.00 2/17/2022 ap IN 196 235Line Description: BOVINE CLASSIC SPONSORSHIP Vendor: 08979 LOCOMOTIV PERFORMANCE COACHING Check # 170269 10Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 31 of 35 06/02/2022 CITY OF ATASCADERO 11 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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 0000.6509032 Additional Promotional Services (Continued) 5,000.00 3/8/2022 ap IN 308 235Line Description: CCCBF SPONSORSHIP Vendor: 07864 CENTRAL COAST BREWERS GUILD Check # 170369 2,000.00 3/28/2022 ap IN 11458 235Line Description: ATASCADERO LAKESIDE WINE FESTI Vendor: 00022 ATASCADERO CHAMBER OF COMMERCE Check # 170648 5,000.00 3/28/2022 ap IN 14094 235Line Description: SPARTAN RACE CO-SPONSORSHIP Vendor: 00406 VISIT SLO CAL Check # 170755 32,000.00 32,000.00 0.000000.6509032 Additional Promotional Services 0.00 -32,000.00 0.00 Total Contract Services 91.55 112,898.48 112,898.48 15,268.20 11,833.32 140,000.00 0000.6600000 Professional Development 0000.6600000 Professional Development 0.00 0.00 430.00 0.00 430.00 0.00 0000.6601090 Other Meetings & Conferences 0.00 0.00 0.00 0.00 0.00 0.00 677.19 4/8/2022 ap IN 5460 032222 235Line Description: AMERICAN AIRLINES - T BANISH F Vendor: 05498 U.S. BANK Check # 170883 53.63 4/8/2022 ap IN 5460 032222 235Line Description: ALLIANZ GLOBAL ASSISTANCE - TR Vendor: 05498 U.S. BANK Check # 170883 730.82 730.82 0.000000.6601090 Other Meetings & Conferences 0.00 -730.82 0.00 Total Professional Development 169.96 730.82 730.82 0.00 -300.82 430.00 0000.6740000 Business Development 11Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 32 of 35 06/02/2022 CITY OF ATASCADERO 12 4:02PM Page: expdetl.rpt Expenditure Detail Report 07/01/2021 through 04/30/2022 Periods: 0 through 10 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 Total Business Development 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 89.22 222,171.93 222,171.93 53,104.01 33,264.06 308,540.00 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 89.22 222,171.93 222,171.93 53,104.01 33,264.06 308,540.00Total Atascadero Tourism Bus Improv Dist Grand Total 222,171.93 222,171.93 89.22 53,104.01 33,264.06 308,540.00 12Page: ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 2 Page 33 of 35 VISIT ATASCADERO MARKETING EXPENSES - FISCAL YEAR 2021-2022 Budget: $200,000 | Updated 6/8/2022 DETAILED SPENDING Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual 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 $2,719.90 $1,281.50 $2,684.30 $1,777.20 $1,658.30 $1,473.30 $2,014.10 $5,899.90 $26000.00 Creative Development $30,000 $981.30 $1,122.98 $3,427.82 $4,028.70 $9,617.29 $1,456.62 $1,843.60 $1,487.10 $1,739.40 $723.20 $2,166.00 $1,405.99 $30000.00 Website Updates $3,000 $499.00 $175.00 $58.00 $145.00 $203.00 $1,920.00 $3000.00 Social Media $18,000 $1,516.50 $1,509.30 $1,422.20 $1,549.00 $1,507.30 $1,465.50 $1,528.80 $1,489.90 $1,508.80 $1,490.60 $1,499.20 $1,512.90 $18000.00 E-Newsletter $12,000 $1,000.69 $1,217.59 $983.69 $998.09 $987.99 $988.19 $1,004.49 $999.49 $1,002.29 $1,001.09 $987.69 $828.71 $12000.00 Public Relations $5,000 $279.10 $380.00 $404.60 $131.50 $201.30 $335.50 $1,030.50 $2,237.50 $5000.00 Media Planning $4,000 $330.10 $112.60 $636.00 $319.00 $301.40 $297.70 $460.60 $339.90 $290.00 $304.50 $304.50 $303.70 $4000.00 Media Cost $82,000 $1,010.24 $425.00 $424.99 $7,320.00 $8,305.94 $8,888.60 $6,055.26 $11,484.13 $10,481.99 $9,434.54 $10,000.00 $8,085.84 $81916.53 Reactive Media $20,000 $1,482.35 $1482.35 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 $18,218.34 $23,439.82 $15,008.61 $13,953.35 $17,635.72 $17,016.28 $14,572.23 $18,204.99 $22,194.54 $181,398.88 Added Value/No Charge $558 $1,262 $435 $1,559 $3814 OUT OF SCOPE Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Projected Description Budget July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL Promo Items $5,000 $2,463.36 $2,488.80 $4952.16 IPW $5,500 $944.48 $375.49 $4,180.03 $5500.00 SUMMARY: ACTUAL TO BUDGET Monthly Budget July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June TOTAL Monthly Totals $10,500 $0 $0 $0 $2,463 $0 $2,489 $0 $0 $944 $0 $375 $4,180 $10,452.16 Added Value/No Charge ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 3 Page 34 of 35 City of Atascadero Tourism Report Transient Occupancy Tax Revenues Jul-Sep Oct-Dec Jan-Mar Apr-Jun 1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL Fiscal Year 2014 254,557.46$ 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$ 497,203.11$ 359,626.88$ 1,429,729.74$ ITEM NUMBER: B-4 DATE 06/15/22 ATTACHMENT: 4 Page 35 of 35