HomeMy WebLinkAboutTBID_2023-02-15_AgendaPacket
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA
Wednesday, February 15, 2023 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.
1. CONSENT CALENDAR:
1. ATBID Board Draft Action Minutes – January 18, 2023
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the January
18, 2023 meeting. [City Staff]
2. BUSINESS ITEMS:
1. 2023-2025 Budget Preparation
▪ Recommendation: ATBID Board receive and file 2023-2025 Budget process and
timeline for the TBID 2023-2025 Budget. [City Staff]
▪ Fiscal Impact: None.
2. Central Coast Craft Beer Festival Update
▪ Recommendation: ATBID Board receive and file Central Coast Brewers
Consortium’s event update for March 25, 2023. [Central Coast Brewers
Consortium]
▪ Fiscal Impact: None.
Page 1 of 31
3. Visit SLO CAL Pinterest Co-op Opportunity
▪ Recommendation: ATBID Board to review and provide direction on the Visit SLO
CAL Co-op opportunity for Pinterest. [Verdin Marketing]
▪ Fiscal Impact: Up to $15,000.
4. Budget Overview and Monthly Report
▪ Recommendation: ATBID Board receive and file the budget overview and monthly
report. [City/Verdin]
▪ Fiscal Impact: None.
5. IPW 2023 Participation and Delegation
▪ Recommendation: ATBID Board review and provide staff direction regarding
possible participation in the 2023 IPW by sending a delegation to the
conference.
▪ Fiscal Impact: Up to $8,000.
3. UPDATES:
1. Visit SLO CAL Board and Marketing Committee updates. [Visit SLO CAL/Verdin/City
Manager’s Office]
2. ATBID Marketing Update. [Verdin Marketing]
3. City business and administrative update. [City Manager’s Office]
4. BOARD MEMBER COMMENTS:
5. FUTURE AGENDA ITEMS: (This section is set aside for open discussion on future
agenda items)
1. Ad Hoc Committee Budget Update. (March)
2. California Mid-State Fair Sponsorship Proposal. (March)
3. Political/action topics presentation by City of Atascadero Mayor and/or San Luis
Obispo County Supervisor. (April)
4. Quarterly Marketing Report. (April)
5. Visit SLO CAL TMD Board Appointment for Atascadero (May).
6. 2023-2024 ATBID Annual Assessment. (May)
7. Marketing Services Contract Renewal. (May)
8. New event sponsorship opportunity presentation by City. (August)
F. ADJOURNMENT
Page 2 of 31
ITEM NUMBER: A-1
DATE: 02/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
DRAFT MINUTES
Wednesday, January 18, 2023 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 2:35 P.M.
ROLL CALL:
Present: Chairperson Harden, Vice Chairperson Ketchum, Board Member
Alexander, Board Member O’Malley, and Board Member Sohi
Absent: None
Staff Present: Deputy City Manager Terrie Banish, Deputy City Clerk Dillon Dean
James, and Marketing Consultant Ashlee Akers
APPROVAL OF AGENDA:
MOTION: By Board Member Alexander and seconded by Vice Chairperson
Ketchum to approve the agenda.
Motion passed 5:0 by a roll call vote.
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.
Chairperson Harden opened the Public Comment period.
The following citizens provided public comment: None.
Chairperson Harden closed the Public Comment period.
Page 3 of 31
ITEM NUMBER: A-1
DATE: 02/15/23
A. CONSENT CALENDAR
1. ATBID Draft Action Minutes – October 19, 2022
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the October
19, 2022 meeting. [City Staff]
MOTION: By Board Member O’Malley and seconded by Board Member
Alexander to approve the consent calendar.
Motion passed 5:0 by a roll call vote.
B. BUSINESS ITEMS:
1. Garagiste Festival Event Recap 2022 & Event Sponsorship Renewal 2023
▪ Recommendation: ATBID Board:
1. Receive and file recap of marketing results from the November 2022 Garagiste
Festival.
2. Provide staff direction on the sponsorship renewal request for the November
2023 Garagiste Festival. [Garagiste]
▪ Fiscal Impact: Up to $7,500.
Stewart Stemhead with the Garagiste Festival presented this item and answered questions
from the Board.
The Board thanked Mr. Stemhead for his organizational work and for another successful
festival. The Board asked Mr. Stemhead how the ATBID can best partner with Garagiste to
increase attendance and dollars spent in Atascadero lodging and entertainment. Mr.
Stemhead reiterated the Garagiste Festival’s desire to maintain the event at an
intentionally smaller size but agreed that the festival and ATBID stakeholders will continue
to work together for successful festivals in the future. The Board suggested the Colony
Park Community Center as a possible location for large indoor gatherings, as required by
the Garagiste Festival, and Deputy City Manager Banish noted that she would explore this
possibility.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: None.
Chairperson Harden closed public comment.
MOTION: By Board Member O’Malley and seconded by Vice Chairperson
Ketchum to sponsor the 2023 Garagiste Festival at the requested
amount of $7,500.
Motion passed 5:0 by a roll call vote.
2. Atascadero Fall Festival Event Recap 2022 & Event Sponsorship Renewal 2023
▪ Recommendation: ATBID Board:
1. Receive and file recap of marketing results from the November 2022
Atascadero Fall Festival.
Page 4 of 31
ITEM NUMBER: A-1
DATE: 02/15/23
2. Provide staff direction on sponsorship request for the November 2023 Fall
Festival. [City/En Fuego Events]
▪ Fiscal Impact: Up to $20,000.
Andres Nuno with En Fuego Events presented this item and answered questions from the
Board.
The Board thanked Mr. Nuno for consistently administering successful and professional
events in the downtown area. The Board discussed some resident concerns regarding the
Fall Festival and related events, including accessibility, parking, and impact to downtown
merchants. Deputy City Manager Banish reminded the Board that the City diligently contacts
merchants well in advance of events to inform them of potential business impacts and to
encourage later hours to attract foot traffic from the events. Deputy City Manager Banish
also discussed the infeasibility of a shuttle system. Mr. Nuno will continue strengthening the
accessibility of this event and any other En Fuego events in the future.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: Jessica Sohi.
Chairperson Harden closed public comment.
MOTION: By Board Member Sohi and seconded by Board Member O’Malley
to sponsor the 2023 Fall Festival at the requested amount of
$20,000.
Motion passed 5:0 by a roll call vote.
3. Quarterly Marketing Report
▪ Recommendation: ATBID Board receive and file Verdin Marketing’s quarterly
marketing report for Q2 2022. [Verdin]
▪ Fiscal Impact: None.
Marketing Consultant Ashlee Akers and Deputy City Manager Banish presented this item
and answered questions from the Board.
Ms. Akers discussed the details of the marketing report with the Board, including trends in
tourism, occupancy, spending, and otherwise.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: None.
Chairperson Harden closed public comment.
The Quarterly Marketing Report was received and filed.
4. Budget Overview and Monthly Report
Page 5 of 31
ITEM NUMBER: A-1
DATE: 02/15/23
▪ Recommendation: ATBID Board receive and file the budget overview and monthly
report. [City/Verdin]
▪ Fiscal Impact: None.
Deputy City Manager Banish presented this item and answered questions from the Board.
Deputy City Manager Banish reminded the Board of the cyclical nature of Transient
Occupancy Tax revenue, as demonstrated by the current downturn after previously record-
breaking tax revenue.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: None.
Chairperson Harden closed public comment.
The Budget Overview and Monthly Report was received and filed.
C. UPDATES:
1. Visit SLO CAL Board and Marketing Committee updates. [Visit SLO
CAL/Verdin/City Manager’s Office]
2. City business and administrative update. [City Manager’s Office]
D. BOARD MEMBER COMMENTS: None.
E. FUTURE AGENDA ITEMS: (This section is set aside for open discussion on future
agenda items)
1. Political/action topics presentation by City of Atascadero Mayor and/or San Luis
Obispo County Supervisor. (February)
2. Ad Hoc Committee Budget Update. (March/April)
3. Visit SLO CAL TMD Board Appointment for Atascadero. (May)
4. New event sponsorship opportunity presentation by City. (June)
F. ADJOURNMENT
Chairperson Harden adjourned the meeting at 4:46 P.M.
MINUTES PREPARED BY:
______________________________________
Dillon Dean James
Deputy City Clerk
APPROVED:
Page 6 of 31
ITEM NUMBER: B-1
DATE: 02/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
2023-2025 Budget Preparation
RECOMMENDATION:
ATBID Board review process for preparation of the budgets for fiscal years 2023-2024
and 2024-2025.
DISCUSSION:
The City of Atascadero has a comprehensive approach to budget development and
adopts a two-year financial budget. Public engagement is an important part of this
process. The Advisory Board may make recommendations to staff on the preparation of
the two-year budget for the Atascadero Tourism Business Improvement District. As the
City’s elected governing board, the City Council makes the final decisions on adoption of
the two-year budget.
The process begins in January when the Council reviews the City’s audited financial
statements for the most recently closed fiscal year. The Council then holds a Strategic
Planning or Goal Setting workshop in February. With input from the community, the
Council identifies the goals and priorities for the next two years. These priorities form the
basis of the draft budget.
During February and early March, detailed budgets are developed, including the budget
for the Atascadero Tourism Business Improvement District. Each section of the citywide
budget is reviewed in detail at well-publicized, publicly-held Finance Committee meetings.
There are six Finance Committee meetings during April and May to review the citywide
budget and receive input from the public.
Once all of the input is incorporated into the draft citywide budget, the City Council reviews
and adopts the budget at their publicly-held meeting in June.
FISCAL IMPACT:
None
ATTACHMENT:
None
Page 7 of 31
ITEM NUMBER: B-2
DATE: 02/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Central Coast Craft Beer Festival Update
RECOMMENDATION:
ATBID Board receive and file Central Coast Brewers Consortium’s event update for
March 25, 2023.
DISCUSSION:
At the April 20, 2022 ATBID Board Meeting, the Central Coast Brewers Consortium
presented the event recap and a 2023 sponsorship request for the Central Coast Craft
Beer Fest. Following the presentation, the Board moved to approve a $5,000
sponsorship of the 2023 Central Coast Craft Beer Fest.
The Central Coast Craft Beer Fest planning presentation will provide an update of the
event and what to expect on March 25, 2023.
FISCAL IMPACT:
None.
ATTACHMENTS:
None.
Page 8 of 31
ITEM NUMBER: B-3
DATE: 02/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS
IMPROVEMENT DISTRICT
Staff Report
Visit SLO CAL Pinterest Co-op Opportunity
RECOMMENDATION:
ATBID Board to review and provide direction on the Visit SLO CAL co-op opportunity for
Pinterest.
DISCUSSION:
Visit SLO CAL is developing a Pinterest Campaign Platform that will include a custom interface
featuring participating destinations across the SLO CAL area. There is an opportunity for each
of the destinations to participate in this platform, which is not something ATBID would be able to
do on its own. People dream and plan in Pinterest and we are definitely ready to evolve into this
channel. This would also open up additional advertising opportunities for ATBID next year.
Overall, this would be a welcomed addition to include Pinterest in our overall social media
strategy. An answer to SLO CAL’s offer is required by February 15.
Summary of what we would need to do before participating in the co-op:
• Create and establish a Pinterest Account for Visit Atascadero. We currently don't have
this budgeted in our social plan for this fiscal year, so additional budget would be
needed to develop this, including organic content (image posts, photography, etc.)
• An additional budget would be set up to manage and maintain the pin boards and page.
The recommendation is a minimum of 10-15 boards. We can theme them by family,
outdoors, shopping, culinary, etc.
• Once we have Pinterest in place, this co-op will be a great content builder and a popular
place to be seen.
FISCAL IMPACT:
Up to $15,000 set up fee, management & annual advertising co-op fee.
ATTACHMENTS:
1. Visit SLO CAL Pinterest Co-op Presentation
2. Visit SLO CAL Participation Agreement
3. Verdin Pinterest Account Set-up & Management
Page 9 of 31
Pinterest Co-Op
Leveraging Buying Power
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 1
Page 10 of 31
2
Proposed Approach
Development of a custom Pinterest extension
campaign providing:
•Development & deployment of a custom interface featuring
participating destinations across SLO CAL
•Pinterest Asset Development
•Pins used to run in the creative campaign will be made available
for use in individual partner Pinterest Programs
•Customized assets developed featuring destination product, events
or specific offerings
•Increased exposure of participating destinations within the SLO CAL
Pinterest media investment
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 1
Page 11 of 31
3
Visit California
Pin > Quiz > Curated Pin Board
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 1
Page 12 of 31
4
Switzerland
Pin > Quiz > Web-based Itinerary
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 1
Page 13 of 31
5
Co-Op Structure
Partners
Receive
•Increased exposure
within the Visit SLO
CAL media
campaign
•Suite of custom Pinterest assets
•Increased
alignment with Cross Visitation
SLO CAL
Provides
•Platform
development
•Paid Media Support
•Asset Development
& Delivery
•Creative asset
templates
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 1
Page 14 of 31
Pinterest Co: Op Structure
Option 1
Investment Level: $10K
Pinterest Asset Suite:
•2 Video Pins
•10 Standard Pins
•2 Traffic Driving Pins
•3 Customizable Pin
Templates
•Inclusion in SLO CAL
Pinterest Campaign Launch
at leveraged rates
Option 2
Investment Level: $5K
Pinterest Asset Suite:
•1 Video Pin
•5 Standard Pins
•1 Traffic Driving Pin
•3 Customizable Pin Templates
•Inclusion in SLO CAL Pinterest
Campaign Launch at
leveraged rates
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 1
Page 15 of 31
81 HIGUERA STREET, SUITE 220
SAN LUIS OBISPO, CA 93401
805-541-8000 SLOCAL.com
VISIT SLO CAL 2022
PINTERST CO-OP
VISIT SLO CAL will be developing a Pinterest Campaign Platform which will
feature a custom interface featuring participating destinations across SLO CAL.
This campaign will provide Pinterest Asset Development featuring customized
assets developed to feature individual destination product, events or specific
offerings and allow for increased exposure of co-op partners.
OPTION 1: $10K PINTEREST ASSET SUITE
• 2 Video Pins
• 10 Standard Pins
• 2 Traffic Driving Pins
• 3 Customizable Pin Templates
• Inclusion in SLO CAL Pinterest Campaign Launch at leveraged rates
OPTION 2: $5K PINTEREST ASSET SUITE
• 1 Video Pin
• 5 Standard Pins
• 1 Traffic Driving Pin
• 3 Customizable Pin Templates
• Inclusion in SLO CAL Pinterest Campaign Launch at leveraged rates
SLO CAL will provide platform development, paid media support, asset
development and delivery, as well as creative asset templates. In addition to
increased exposure within the Visit SLO CAL media campaign, participating
partners will also receive a suite of custom Pinterest assets, and increased
alignment with cross-visitation.
All contracts/LOAs will be issued through Visit SLO CAL and funds will be billed through Visit SLO CAL. Please
sign below if you are interested in participating.
Organization:
Name & Title:
Signature: Date:
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 2
Page 16 of 31
February 9, 2023
Visit Atascadero
Proposal for Social MediaServices
Development of Pinterest Channel
Travelers dream and plan using Pinterest, and Visit Atascadero is ready to include this channel
in the overall owned media mix. This opportunity reaches new audiences and opens up
additional advertising tactics for future years. Verdin recommends the development of a
Pinterest which would include the below services:
●Development of a Pinterest account
●Curating photography assets
●10-15 thematic pins (family, culinary, outdoors, etc.)
●Social media implementation
●Monitoring and reporting
TOTAL $5,000
ITEM NUMBER: B-3
DATE: 02/15/23
ATTACHMENT: 3
Page 17 of 31
ITEM NUMBER: B-4
DATE: 02/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Budget Overview and Monthly Report
RECOMMENDATION:
ATBID Board receive and file the budget overview and monthly report.
DISCUSSION:
The ATBID summary and expenditure report shows the expenditures that have been
submitted through December 2022. FY 2022 is now finalized.
The ATBID/Verdin Marketing expenditure report is also included for 2022-2023, showing
the budget details for the year ahead. In addition, the transient occupancy tax (TOT)
report is included showing the TOT revenues to date.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. ATBID Summary FY 22-23
2. ATBID Expenditure Detail Report FY 22-23
3. ATBID Verdin Marketing Budget and Expenditure Report FY 22-23
4. Tourism Report – Transient Occupancy Tax Revenues (2.02.23)
Page 18 of 31
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL 2022-2023 BUDGETED
2017-2018 2018-2019 2019-2020 6/30/2021 6/30/20222 through 12/31/2022 2022-2023
REVENUES
41530.6300 Taxes and Assessments 275,295$ 278,184$ 224,609$ 277,287$ 409,652$ 224,841$ 298,170$
45920.0003 Assessment Penalties - - 133 - 933 558 -
46110.0000 Investment Earnings 1,580 9,631 10,720 2,027 (11,341) - 6,640
Total Revenue 276,875 287,815 235,462 279,314 399,244 225,398 304,810
EXPENSES
6050000 Office Expense - - - - 264 - 250
6070000 Advertising 144,521 178,720 120,110 43,142 127,366 53,406 165,000
6400000 Operating Supplies - - - - - - -
6500000 Contract Services **172,938 143,482 120,525 106,295 143,436 70,386 145,000
6600000 Professional Development 425 425 - - 731 - 450
6740000 Business Development 3,000 - - - - - -
6900000 Administration 2,753 2,782 2,246 2,774 4,106 2,254 2,920
Total Expenses 323,636 325,408 242,881 152,211 275,903 126,046 313,620
NET INCOME/(LOSS)(46,761) (37,593) (7,419) 127,103 123,341 99,353 (8,810)
BEGINNING AVAILABLE BALANCE 365,441 318,679 281,086 273,667 400,770 524,111 256,830
ENDING AVAILABLE BALANCE 318,679$ 281,086$ 273,667$ 400,770$ 524,111$ 623,463$ 248,020$
*Actual numbers are unaudited, not yet finalized and are subject to change
**Contract Services
Special Events
Atascadero Fall Festival Sponsorship 2022 10,000$
Destination Marketing Services 46,636
Administrative Services Fee 13,750
70,386$
Atascadero Tourism Business Improvement District (ATBID) Fund
2/2/2023
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 1
Page 19 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6000000 Operating Services and Supplies
0000.6050000 Office Expense
0000.6050000 Office Expense 0.00 0.00 250.000.00250.00 0.00
Total Office Expense 0.000.00 0.00 0.00 250.00250.00
0000.6070000 Advertising
0000.6070000 Advertising 0.00 0.00 165,000.000.00165,000.00 0.00
0000.6077025 Digital Media Advertising 0.00 0.00 0.000.000.00 0.00
100,000.00 7/1/2022 po PO 02501
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 7/1/2022 ap IN 13719
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 171724
696.47 7/31/2022 ap IN 10946
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172458
-696.47 7/31/2022 po LI 10946
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 8/1/2022 ap IN 13886
235Line Description: WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 171977
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 20 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6077025 Digital Media Advertising (Continued)
584.45 8/31/2022 ap IN 11005
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172458
-584.45 8/31/2022 po LI 11005
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 9/1/2022 ap IN 14056
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 172236
13,771.84 9/30/2022 ap IN 11039
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172730
-13,771.84 9/30/2022 po LI 11039
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172730
9,902.15 10/31/2022 ap IN 11071
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172975
-9,902.15 10/31/2022 po LI 11071
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172975
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 21 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6077025 Digital Media Advertising (Continued)
47.95 11/1/2022 ap IN 14393
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 172770
8,823.82 11/30/2022 ap IN 11128
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 173216
-8,823.82 11/30/2022 po LI 11128
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 12/1/2022 ap IN 14563
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 173124
34,018.48 34,018.48 0.000000.6077025 Digital Media Advertising 66,221.27 -100,239.750.00
0000.6077060 Advertising 0.00 0.00 0.000.000.00 0.00
18,000.00 7/1/2022 po PO 02501
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
3,750.00 7/1/2022 ap IN 220072
235Line Description: 2022 SPONSORSHIP
Vendor: 04221 CALIFORNIA MID-STATE FAIR Check # 171586
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 22 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6077060 Advertising (Continued)
2,500.00 9/30/2022 ap IN 11039
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172730
-2,500.00 9/30/2022 po LI 11039
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172730
6,337.50 10/31/2022 ap IN 11071
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172975
-6,337.50 10/31/2022 po LI 11071
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172975
6,800.00 11/30/2022 ap IN 14242
235Line Description: DESTINATION MARKET SURVEY
Vendor: 00406 VISIT SLO CAL Check # 173079
19,387.50 19,387.50 0.000000.6077060 Advertising 9,162.50 -28,550.000.00
Total Advertising 78.0553,405.98 53,405.98 75,383.77 36,210.25165,000.00
0000.6400000 Operating Supplies
Total Operating Supplies 0.000.00 0.00 0.00 0.000.00
0000.6500000 Contract Services
0000.6500000 Contract Services 0.00 0.00 145,000.000.00145,000.00 0.00
0000.6501125 Promotions Consultants 0.00 0.00 0.000.000.00 0.00
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 23 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
82,000.00 7/1/2022 po PO 02501
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
7,336.80 7/31/2022 ap IN 10946
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172458
-7,336.80 7/31/2022 po LI 10946
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
9,367.50 8/31/2022 ap IN 11005
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172458
-9,367.50 8/31/2022 po LI 11005
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
8,495.00 9/30/2022 ap IN 11039
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172730
-8,495.00 9/30/2022 po LI 11039
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172730
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 24 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
12,474.02 10/31/2022 ap IN 11071
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172975
-12,474.02 10/31/2022 po LI 11071
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 172975
8,962.32 11/30/2022 ap IN 11128
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 173216
-8,962.32 11/30/2022 po LI 11128
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
46,635.64 46,635.64 0.000000.6501125 Promotions Consultants 35,364.36 -82,000.000.00
0000.6509010 Other Professional Services 0.00 0.00 0.000.000.00 0.00
2,291.67 7/1/2022 je GJ JE23 07-04
235Line Description: ATBID Admin Service Fee - July
2,291.67 8/1/2022 je GJ JE23 08-01
235Line Description: ATBID Admin Service Fee - Aug
2,291.67 9/1/2022 je GJ JE23 09-01
235Line Description: ATBID Admin Service Fee - Sept
2,291.67 10/1/2022 je GJ JE23 10-13
235Line Description: ATBID Admin Service Fee - Oct
2,291.67 11/1/2022 je GJ JE23 11-03
235Line Description: ATBID Admin Service Fee - Nov
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 25 of 31
02/02/2023
CITY OF ATASCADERO
2:59PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 12/31/2022
Periods: 0 through 6
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
UsedBalance
Year-to-date
Encumbrances
Year-to-date
ExpendituresExpenditures
Adjusted
Appropriation
Account Number
0000.6509010 Other Professional Services (Continued)
2,291.63 12/1/2022 je GJ JE23 12-03
235Line Description: ATBID Admin Service Fee - Dec
13,749.98 13,749.98 0.000000.6509010 Other Professional Services 0.00 -13,749.980.00
0000.6509032 Additional Promotional Services 0.00 0.00 0.000.000.00 0.00
10,000.00 8/18/2022 ap IN 705
235Line Description: ATASCADERO FALL FEST GRANT~
Vendor: 08621 EN FUEGO EVENTS Check # 172131
10,000.00 10,000.00 0.000000.6509032 Additional Promotional Services 0.00 -10,000.000.00
Total Contract Services 72.9370,385.62 70,385.62 35,364.36 39,250.02145,000.00
0000.6600000 Professional Development
0000.6600000 Professional Development 0.00 0.00 450.000.00450.00 0.00
Total Professional Development 0.000.00 0.00 0.00 450.00450.00
0000.6740000 Business Development
Total Business Development 0.000.00 0.00 0.00 0.000.00
0000.6900000 Department Service Charges
0000.6900000 Administration 0.00 0.00 2,920.000.002,920.00 0.00
Total Department Service Charges 0.000.00 0.00 0.00 2,920.002,920.00
74.78123,791.60 123,791.60 110,748.13 79,080.27313,620.00Total Atascadero Tourism Bus Improv Dist
Grand Total 123,791.60 123,791.60 74.78110,748.13 79,080.27313,620.00
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 2
Page 26 of 31
February 9, 2023
Marketing Budget
Visit Atascadero | Budget: $206,000
Detailed Spending Actual Actual Actual Actual Actual Actual Actual Proj.Proj.Proj.Proj.Proj.
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL Remaining
Strategy/Planning/Meetings $21,600 $902 $2,003 $1,485 $1,875 $1,875 $1,650 $1,995 $1,800 $2,000 $2,000 $2,000 $2,015 $21,600 $0
Marketing Plan $5,000 $1,080 $1,110 $285 $1,974 $540 -------$4,989 $11
Creative Developement $36,000 $2,615 $2,565 $3,510 $5,715 $3,348 $2,775 $3,735 $3,000 $3,000 $2,238 $2,000 $1,500 $36,000 $0
Website Updates $5,000 -$510 $241 -$145 -$432 $1,172 $500 $1,500 -$500 $5,000 $0
Social Media $19,200 $1,590 $1,605 $1,590 $1,605 $1,605 $1,590 $1,605 $1,605 $1,600 $1,600 $1,600 $1,605 $19,200 $0
Email Marketing $12,000 $979 $1,014 $939 $1,014 $999 $759 $1,041 $1,055 $1,000 $1,000 $1,000 $1,200 $12,000 $0
Public Relations $5,000 -$345 $256 $105 $334 $240 $616 $2,500 $604 ---$5,000 $0
Media Planning $4,200 $330 $375 $348 $345 $345 $360 $345 $352 $350 $350 $350 $350 $4,200 $0
Media Buy $98,000 $537 $425 $16,113 $16,081 $8,596 $6,834 $6,648 $8,800 $8,800 $8,800 $8,800 $7,566 $98,000 $0
Summary: Actual to Budget
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL TOTAL
Invoice Totals $206,000 $8,033 $9,952 $24,767 $28,714 $17,786 $14,208 $16,417 $20,284 $17,854 $17,488 $15,750 $14,736 $205,989
Added Value $930 $180 $1,020 $2,130
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 3
Page 27 of 31
City of Atascadero
Tourism Report
Transient Occupancy Tax Revenues
Jul-Sep Oct-Dec Jan-Mar Apr-Jun
1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL
Fiscal Year 2014 254,557.46$ 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 *624,858.40$ 498,063.04$ 388,893.34$ 609,246.66$ 2,121,061.44$
Fiscal Year 2023 *623,389.48$ 426,288.87$ 1,049,678.35$
* This report includes receipts in the correct quarter earned, not in the quarter received. It will not be the same as the City's
financial statements.
ITEM NUMBER: B-4
DATE: 02/15/23
ATTACHMENT: 4
Page 28 of 31
ITEM NUMBER: B-5
DATE: 02/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS
IMPROVEMENT DISTRICT
Staff Report
IPW 2023 Participation and Delegation
RECOMMENDATION:
ATBID Board review and provide staff direction regarding possible participation in IPW 2023 by
sending a delegation to the conference
DISCUSSION:
This year’s IPW is rapidly approaching. Visit SLO CAL once again will have the opportunity for
a shared destination booth to network and generate group business with both regional and
international travel partners. IPW 2023 will take place from May 20-24, 2023, in San Antonio,
Texas. The deadline to return partner registration forms is February 24.
In 2022, Visit Atascadero was part of Visit SLO CAL’s 2022 IPW delegation in Orlando. The
materials distributed at that time were of interest to tour operators and are an important takeaway
as they consider Atascadero an ideal potential destination.
Last year, a leave-behind about Atascadero included lodging properties equipped to handle
groups along with each hotel’s amenities, an important element in this type of travel. Both Ashlee
Akers and Terrie Banish attended and met with more than 65 tour operators over the span of
three days. A summary of leads generated from these meetings were then distributed to all of
the lodging owners via our email newsletter.
If ATBID chooses to participate in a shared destination booth at the 2023 IPW, the previous flyer
will be updated and included in both a hard copy and a digital version, along with anything else
the ATBID would like to request to include. A new database would then be created and
distributed to the lodging owners as a result of those meetings.
FISCAL IMPACT:
The cost to participate in the 2023 IPW conference is not to exceed $8,000.
ATTACHMENTS:
1. 2023 IPW Registration Form
2. Summary of Expenses from 2022 IPW
Page 29 of 31
Visit SLO CAL
T: 805.541.8000 | F: 805.541.8000 | www.SLOCAL.com
IPW 2023 Registration Form
May 20 -24, 2023
San Antonio, TX
Name: __________________________________________________________________________
Company: ________________________________________________________________________
Address: _________________________________________________________________________
________________________________________________________________________
Phone: ____________________________ Cell Phone: ___________________________________
Email: __________________________________________________________________________
Payment Information:
Payment Type: Check MC Visa Discover AMEX
Credit Card #: ______________________________ Exp. Date: __________________
Cardholder Name: ______________________________________________________
Cardholder Phone: ______________________________________________________
Yes, I would like to participate in IPW 2023 as a SLO CAL shared booth participant. I understand that the cost
to participate is estimated to be $4,850. This includes $1,570 registration fee and an estimate of $3,280 that
includes shared double booth registration, design cost and increased freight cost. I will send a check within
30 days of approval for the registration cost of $1,570, or above is my credit card information with which
you are authorized to charge the amount of $1,570.
You will be invoiced for the remaining balance of approximately $3,280, 30 days prior to IPW (April 20th,
2023) for which final payment will be due prior to the event.
Signature: ________________________________________ Date: ________________________________
Please note credit cards are charged a 3.5% and .15 cents processing fee.
ITEM NUMBER: B-5
DATE: 02/15/23
ATTACHMENT: 1
Page 30 of 31
ITEM NUMBER: B-5
DATE: 02/15/23
ATTACHMENT: 2
Terrie Banish, Deputy City Manager
Outreach, Promotions & Events
Ph: 805-470-3490 • Fax 805-470-3491
tbanish@atascadero.org
6.30.22
IPW 2022 Cost Recap
Estimate Actual
Registration per person ($1280/ person) $2,560 $2,560
Booth Design fee $3,220 $3,129.39
Airfare per person ($855/ person) $1,710 $1997.16 (2)
Hotel stay per diem
($129 per night/ 5 nights $1,290) $1,290 $1,708.55 (2)
$710 (added)
Transportation ($35 per day – 5 days) $175 $472.09 (2)
(Uber, Parking, Luggage check in, mileage)
Food Daily per diem ($64/day @ 5 days) $640 $280.01 (2)
TOTAL COST RECAP $10,305 $10,142.20*
*City picked up hotel, per diem, transportation outside of airfare, registration badge for Terrie Banish
$2,465.59 of the total.
Page 31 of 31