HomeMy WebLinkAboutTBID_2023-03-15_AgendaPacket
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA
Wednesday, March 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.
PRESENTATION:
▪ General Plan and Downtown Infrastructure Enhancement Project Update
Deputy Director of Economic & Community Development, Loreli Cappel
A. CONSENT CALENDAR: 1. ATBID Board Draft Action Minutes – February 15, 2023
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the February
15, 2023 meeting. [City Staff]
B. BUSINESS ITEMS:
1. Mission College Preparatory Catholic High School Job Fair Opportunity
▪ Recommendation: ATBID Board review and provide staff direction regarding Visit
Atascadero’s opportunity for a booth at Mission College Preparatory Catholic High
School’s March 2023 job fair. [City]
▪ Fiscal Impact: None.
Page 1 of 33
2. California Mid-State Fair Sponsorship Opportunities
▪ Recommendation: ATBID Board review and provide staff direction on the 2023
California Mid-State Fair shared sponsorship opportunity with the City. [City]
▪ Fiscal Impact: Up to $3,750
3. Budget Ad Hoc Committee Update for 2023-2025 Budget Preparation
▪ Recommendation: ATBID Board review and provide staff direction from the
Budget Ad Hoc Committee Update for the 2023-2025 budget worksheet. [ATBID
Ad Hoc Committee/City Staff]
▪ Fiscal Impact: None.
4. Budget Overview and Monthly Report
▪ Recommendation: ATBID Board receive and file the budget overview and monthly
report. [City/Verdin]
▪ Fiscal Impact: None.
C. 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. Lodging Business Owner Nomination Meeting for ATBID Board Member Positions:
March 22, 2023 at 2:30 pm at Bridgeworks, 6907 El Camino Real, Suite A.
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 City of Atascadero Mayor and/or San Luis
Obispo County Supervisor. (TBD)
2. Central Coast Cider Festival Event Support Request. (April)
3. Atascadero Lakeside Wine Festival Event Support Request. (April)
4. Marketing Plan & Quarterly Marketing Report. (April)
5. Visit SLO CAL TMD Board Appointment for Atascadero. (May)
6. 2023-2024 ATBID Annual Assessment. (April/ May)
7. Marketing Services Contract Renewal. (May)
F. ADJOURNMENT
Page 2 of 33
ITEM NUMBER: A-1
DATE: 03/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
DRAFT MINUTES
Wednesday, February 15, 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 2:30 P.M.
ROLL CALL:
Present: Chairperson Patricia Harden, Vice Chairperson Corina Ketchum, Board
Member Deana Alexander, Board Member Tom O’Malley, and Board
Member Amar Sohi
Absent: None
Staff Present: Deputy City Manager Terrie Banish, Administrative Services Director
Jeri Rangel, Deputy City Clerk Dillon Dean James, and Marketing
Consultant Ashlee Akers
APPROVAL OF AGENDA:
MOTION: By Board Member O’Malley and seconded by Board Member
Alexander to approve the agenda.
Motion passed 5:0 by a roll call vote.
PUBLIC COMMENT: 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 33
ITEM NUMBER: A-1
DATE: 03/15/23
A. CONSENT CALENDAR
1. ATBID Draft Action Minutes – January 18, 2023
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the January
18, 2023 meeting. [City Staff]
MOTION: By Board Member Sohi and seconded by Board Member
Alexander to approve the consent calendar.
Motion passed 5:0 by a roll call vote.
B. 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.
Administrative Services Director Rangel and Deputy City Manager Banish presented this
item and answered questions from the Board.
Director Rangel and Deputy City Manager Banish explained the City’s budget process to
the Board and how the ATBID Ad Hoc budget committee will fit into the City’s overall
budget process. This explanation included a reminder to the Board that a desired
responsive fund for unexpected ATBID expenses should be considered an “opportunities”
fund to differentiate from an emergency and/or contingency fund, which would be
earmarked for natural disasters, pandemics, economic depressions, or other catastrophic
situations. Director Rangel also invited ATBID Board Members to attend one or all of the
six Finance Committee meetings occurring in April and May, and gave a brief explanation
of the City’s guiding principles for economic investments and financial stewardship.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: None.
Chairperson Harden closed public comment.
The 2023-2025 Budget Preparation was received and filed.
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.
Andres Nuno with En Fuego Events and Tony Grimes with Figueroa Mountain Brewing
Company presented this item and answered questions from the Board.
Page 4 of 33
ITEM NUMBER: A-1
DATE: 03/15/23
Mr. Nuno and Mr. Grimes led the Board through a detailed recap of the 2022 Central Coast
Craft Beer Festival, including data on the number of festival attendees, where they traveled
from, how much they spent at Atascadero hotels and restaurants, and more. Mr. Nuno and
Mr. Grimes informed the Board that they were exploring shuttle options that will allow hotel
guests to utilize a complimentary shuttle as part of their festival attendance, but that details
are still being considered. Ms. Akers also mentioned the possibility of Visit Atascadero
pushing advertisements across social channels with photography and/or video of the Friday
night event before the main Saturday festival as a way to pique social media interest
immediately preceding the festival’s commencement.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: Ashlee Akers.
Chairperson Harden closed public comment.
The Central Coast Craft Beer Festival Update was received and filed.
3. Visit SLO CAL Pinterest Co-op Opportunity
▪ Recommendation: ATBID Board review and provide staff direction on the Visit
SLO CAL Co-op opportunity for Pinterest. [Verdin Marketing]
▪ Fiscal Impact: Up to $15,000.
Marketing Consultant Akers and Deputy City Manager Banish presented this item and
answered questions from the Board.
Ms. Akers provided the Board with an overview of the current state of social media popularity
among different groups, with most data showing Pinterest as a revived digital platform where
tourists with disposable income often plan vacations, adventures, and excursions. Creating
a strong Pinterest presence for Atascadero will ensure the City and its ATBID stakeholders
benefit from the most robust possible social media engagement.
The Board expressed a desire for Ms. Akers to, at some point in the near future, take some
time with the Board at a regular meeting to walk the Board through the specifics of Pinterest
and how the co-op opportunity benefits ATBID.
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 Board Member
Alexander to approve staff recommendation for a $15,000
expenditure pursuant to the Pinterest co-op opportunity.
Motion passed 5:0 by a roll call vote.
Page 5 of 33
ITEM NUMBER: A-1
DATE: 03/15/23
4. Budget Overview and Monthly Report
▪ Recommendation: ATBID Board receive and file the budget overview and monthly
report. [City/Verdin]
▪ Fiscal Impact: None.
Deputy City Manager Banish and Marketing Consultant Akers presented this item and
answered questions from the Board.
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.
4. IPW 2023 Participation and Delegation
▪ Recommendation: ATBID Board review and provide direction regarding possible
participation in the 2023 IPW by sending a delegation to the conference. [City]
▪ Fiscal Impact: Up to $8,000.
Deputy City Manager Banish and Marketing Consultant Akers presented this item and
answered questions from the Board.
Deputy City Manager recapped the successes of the IPW 2022 delegation from Visit SLO
CAL, including securing numerous sales leads that were forwarded to lodging owners in
summer 2022. The Board reiterated their support for a delegation to the IPW 2023 and asked
Deputy City Manager Banish and Ms. Akers to decide between themselves who shall attend
IPW this year.
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 Alexander and seconded by Vice Chairperson
Ketchum sponsor a delegation to the IPW 2023 at the requested
amount of $8,000.
Motion passed 5:0 by a roll call vote.
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]
Page 6 of 33
ITEM NUMBER: A-1
DATE: 03/15/23
D. BOARD MEMBER COMMENTS: None.
E. 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
Chairperson Harden adjourned the meeting at 4:30 P.M.
MINUTES PREPARED BY:
______________________________________
Dillon Dean James
Deputy City Clerk
APPROVED:
Page 7 of 33
ITEM NUMBER: B-1
DATE: 03/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Mission College Preparatory Catholic High School
Job Fair Opportunity
RECOMMENDATION:
ATBID Board review and provide staff direction regarding Visit Atascadero’s opportunity
for a booth at Mission College Preparatory Catholic High School’s March 2023 job fair.
DISCUSSION:
The ATBID Board has an opportunity to be involved with the Mission College Preparatory
Catholic High School’s (Mission Prep) March 2023 job fair, taking place on March 30,
2023, from 9:45 – 11:25am at the school’s campus.
The Mission Prep Job Fair offers two sessions: the first session, on March 2, was a skill-
building workshop that focused on Human Resources professionals coaching students
on writing a resume, preparing for an interview, and other relevant job-seeking skills; the
second session is the upcoming March 30 job fair, featuring over 20 businesses and
organizations that are seeking seasonal or year-round help in paid or volunteer positions.
This opportunity complements Visit SLO CAL’s focus on engaging and encouraging
students to consider the tourism industry as an option when they look for employment in
San Luis Obispo County. It is also an opportunity for Visit Atascadero to demonstrate the
variety of positions available in the hospitality sector in this County. The booth would need
to be staffed with volunteers from the ATBID Board.
FISCAL IMPACT:
None.
ATTACHMENT:
March 2023 Mission Prep Job Fair Flyer
Page 8 of 33
ITEM NUMBER: B-1
DATE: 03/15/23
ATTACHMENT: 1
Page 9 of 33
ITEM NUMBER: B-2
DATE: 03/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
California Mid-State Fair
ATBID/City Shared Sponsorship Opportunity
RECOMMENDATION:
ATBID Board review and provide staff direction on the 2023 California Mid-State Fair
shared sponsorship opportunity with the City.
DISCUSSION:
The California Mid-State Fair has provided their annual sponsorship opportunity—similar
to the 2022 sponsorship in which ATBID and the City participated—with the exclusion of
the bus transportation option. The fair is back to a regular experience including carnival
rides, live entertainment, local bands, concerts, contests, awards, food, merchants, and
the renowned livestock program.
In the past, the sponsorship has been shared with the City, and this year, like last year,
will be the same dollar amount, with the same exclusion of the bus option. At this time, it
does not appear the busses will be an option in the future. The hotels can plan for their
own shuttles, but the Mid-State Fair will not be able to provide a bus.
The sponsorship will continue to be the $7,500 rather than the $15,000 when it had
included busses. The $7,500 provides the opportunity to have the VIP passes/parking,
access to sponsor concert reception area, concert and fair admission ticketing program
for Visit Atascadero promotions, sponsor tie-in with branded Visit Atascadero glasses to
the craft brewery awards, along with sponsor mention and local business tie-in to the
apple pie judging, as well as signage presence and announcements throughout the fair.
The ticketing program can be offered this year to hotel employees in addition to City
employees with the option to purchase both concert and admission tickets. The City would
like to continue sharing this sponsorship expense.
Page 10 of 33
ITEM NUMBER: B-2
DATE: 03/15/23
FISCAL IMPACT:
Up to $3,750.
ATTACHMENT:
1. Mid-State Fair Sponsorship Proposal 2023
2. Mid-State Fair Final Results 2022
Page 11 of 33
CALIFORNIA MID-STATE FAIR – P.O.BOX 8, PASO ROBLES, CA 93447
TOM KEFFURY TK@MIDSTATEFAIR.COM 805-459-5530
SPONSORSHIP DETAILS (not official agreement)
CITY OF ATASCADERO/VISIT ATASCADERO
6500 PALMA AVENUE, ATASCADERO, CA 93422
TERRIE BANISH – (805) 235-2539 – tbanish@atascadero.org
Scope of Work
Contractor agrees to provide to the State, California Mid-State Fair, in Paso Robles, California, the
following sponsorship:
Contractor agrees to:
1.) Pay to the State the sum of $7,500 cash per year of agreement, no later than JUNE 1, 2023.
2.) Term of this agreement is JAN 1, 2023 – DEC 31, 2023.
3.) All sponsorship monies shall be paid in full no later than and in amounts no less than the payment
terms listed above in Item 1. Sponsorship benefits may be revoked or paused if any scheduled
payment is not made on time and in full.
In exchange for the above, State agrees to provide the Contractor with the following:
1.) Advertising & Exposure
a. Business Listing in Official Daily Schedule.
b. Business Logo/Link on CMSF Website (www.midstatefair.com).
c. Signage – (All signs shall be supplied to the State by Contractor using lightweight, 1/4-inch
corrugated plastic material for sign. State will hang sign(s) at no charge to Contractor.
Contractor to maintain, update and/or replace sign should sign fade or new logo is needed)
i. One (1) Equestrian Center (4’ x 8’) Sign.
2.) Hospitality
a. Twelve (12) Single-Day Admission Passes which will give you complimentary admission
one day of the Fair.
b. Two (2) Season VIP/Photo Passes which will give you complimentary admission each day of
the Fair.
c. One (1) VIP Parking Pass which will give you complimentary admission to the Oak Tree
Lot, located on Riverside Avenue, across the street from the South Gate Entrance/Exit.
d. Access to our outdoor Sponsor Reception Area, which features light appetizers,
complimentary water/soda, and a full no-host bar (concert ticket required).
e. $750 VIP Ticket Credit which will allow you to purchase concert tickets, admission passes
and/or carnival ride tickets. All concert tickets will be in our sponsor hold section.
3.) Special Programming
a. Contractor to be sponsor of Apple Pie Baking Contest taking place THU 7/27/23 and as
such shall receive: Name/logo on all marketing and promotional materials… Name/logo on
print ads purchased in Atascadero News & PR Press… Opportunity to have up to five (5)
celebrity judges of the contest… Press release before the contest… Photo opportunity after
the contest.
b. Contractor to be sponsor of Get Crafty Awards & Tasting taking place on SUN 7/23/23
and as such shall receive: Name/logo on all marketing and promotional materials… Custom
plastic glasses to be used at event… and opportunity to have one (1) celebrity judge at event.
ITEM NUMBER: B-2
DATE: 03/15/23
ATTACHMENT: 1
Page 12 of 33
INSURANCE
In the event Sponsorship includes display space or physical access to the fairgrounds, Sponsor shall be responsible to provide proof of insurance set forth in State
of California Standard Agreement.
SPECIAL TERMS AND CONDITIONS
EVACUATION ORDER
The California Mid-State Fair, along with all other large venue public gathering places and events around the country have been advised by Federal, State and
Local Authorities that an emergency evacuation of the premises may be ordered by any of these authorities at any time. This decision would be driven by
information available to those authorities that:
(1) May not be available to the California Mid-State Fair, or may be classified by those authorities, and therefore the California Mid-State Fair would
not be able to share it with our exhibitors, contractors, participants, guests, or renters;
(2) Could arise out of an actual or threatened act of terrorism;
(3) Could arise from any number of natural disasters, or other public safety concerns the authorities have for the safety of the general public at our Fair
or at our facility, property, grounds, or parking areas.
If an evacuation order occurs, you will be asked to leave the premises immediately. The law does not only require your cooperation, but for your own safety and
the safety of others, common sense demands your full cooperation. The Paso Robles Police Department and/or Fair staff/security personnel will direct the
evacuation. We are further advised that any evacuation order given will be for personnel only! No other property, animals, trailers, merchandise, equipment, etc.
will be allowed off the premises. This is to allow the most efficient and speedy evacuation of the public from the threatened area. If an evacuation order is given,
do not attempt to remove anything other than yourselves and, if applicable, your immediate means of transportation.
The evacuation plan calls for designated law enforcement personnel, California Mid-State Fair management, staff, or volunteers to remain on the grounds to
secure the facility and premises.
In the unlikely case an evacuation occurs, the California Mid-State Fair will exercise every reasonable effort to care for property, animals, commercial exhibits,
merchandise, etc. until the authorities remove the evacuation order and the public is allowed back into the facility. No one will be allowed back on the grounds
until the authorities have given the approval to return. The California Mid-State Fair staff/security personnel along with the Paso Robles Police Department will
enforce the order in strict accordance with instructions from the authorities.
The State of California, Sixteenth District Agricultural Association, California Mid-State Fair, its directors, officers, agents, servants, nor employees cannot, and
will not, be held liable or responsible for any loss or damage to any Contractor’s, exhibitor’s, or patron’s personal property, equipment, merchandise, animals,
exhibits, etc. during or after any such event.
By entering into this agreement Contractor hereby agrees to indemnify, defend and save harmless the State of California, Sixteenth District Agricultural
Association, California Mid-State Fair, its officers, agents and employees from any and all claims and losses accruing or resulting to any and all contractors,
subcontractors, suppliers, laborers, participant, exhibitor, and any other person, firm or corporation attending, or participating in, any activity or event covered
under this agreement and from any and all claims and losses accruing or resulting to any person, firm or corporation who may be injured or damaged in the
performance of this Agreement.
RIGHT TO TERMINATE
The State reserves the right to terminate this agreement subject to 30 days’ written notice to the Contractor. Contractor may submit a written request to terminate
this agreement only if the State should substantially fail to perform its responsibilities as provided herein.
However, the agreement can be immediately terminated for cause. The term “for cause” shall mean that the Contractor fails to meet the terms, conditions, and/or
responsibilities of the contract. In this instance, the contract termination shall be effective as of the date indicated on the State’s notification to the Contractor.
This agreement may be suspended or cancelled without notice, at the option of the Contractor, if the Contractor or State’s premises or equipment are destroyed by
fire or other catastrophe, or so substantially damaged that it is impractical to continue service, or in the event the Contractor is unable to render service as a result
of any action by any governmental authority.
FORCE MAJEURE
Neither party shall be liable to the other for any delay in or failure of performance, nor shall any such delay in or failure of performance constitute default, if such
delay or failure is caused by “Force Majeure.” As used in this section, “Force Majeure” is defined as follows: Acts of war and acts of god such as earthquakes,
floods, and other natural disasters such that performance is impossible.
PREPARED BY TOM KEFFURY ~ 805-459-5530 ~ TK@MIDSTATEFAIR.COM
ITEM NUMBER: B-2
DATE: 03/15/23
ATTACHMENT: 1
Page 13 of 33
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
THURSDAY, AUGUST 4, 2022
FOR IMMEDIATE RELEASE
2022 CALIFORNIA MID-STATE FAIR ROARS BACK TO LIFE!
“Full Steam Ahead!” theme proves to be prophetic
PASO ROBLES (CA) – The 76th annual California Mid-State Fair returned for 12 full days of fun
July 20-31 with a theme of “Full Steam Ahead!” In addition to the usual attractions of 4-H and
FFA Exhibitors, Carnival rides, Exhibits, Food, Shopping and Live Music… the Fair was also
highlighted by a new dance area called La Cantina and saw the actual on-site build of a tiny
home that was donated to Operation WEBS.
CEO Colleen Bojorquez said, “We are absolutely thrilled with the results of the Fair. The Staff
and Board worked extremely hard to bring back a 100% normal Fair and we feel we
accomplished that. The response from the community with the large turnout was overwhelming
and proved people were ready to come experience one of the great traditions of San Luis
Obispo County. For us, seeing so many smiling faces was a dream come true.”
LIVESTOCK AUCTIONS
Revenue from the 2022 livestock auctions raised $2,469,341 on 731 animals (unofficial). Of
that, $667,250 came from the Replacement Heifer Sale and $1,802,091 came from the Junior
Livestock Auction. Add-ons close August 7, so auction totals will increase after August 8. The
total revenue raised is slightly greater than last year… a big testament to our community.
MICHELOB ULTRA CONCERT SERIES
Concerts in the Chumash Main Grandstand roared back to life with over 89,000 guests
attending performances, a staggering number not seen since 2017, a year that featured two
sold-out Garth Brooks concerts. This year, the biggest attractions were a sold-out Kane Brown
concert, Santana, Old Dominion, Dan + Shay, Darius Rucker, Journey, Los Tigres del Norte and
John Fogerty.
INDUSTRIAL ARTS AUCTION
This year’s auction brought in a stunning $191,000 – on 59 projects – the most ever raised in a
single-year. Thanks to the generous support from the community, over $940,000 has been
brought in since the auction began over 22 years ago.
OVERALL ATTENDANCE
Total overall attendance topped 310,000 (unofficial) which was a 42.5% increase over last
year’s modified Fair. While official ticket counts will take several weeks to calculate, the Fair
wishes to sincerely thank all those who participated in, and/or attended the 2022 Fair!
ITEM NUMBER: B-2
DATE: 03/15/23
ATTACHMENT: 2
Page 14 of 33
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
CARNIVAL
Helm and Sons Amusements, Inc. of Colton, California generated almost $1,600,000 in total
revenue, a 16% increase from 2021.
EXHIBITS
There were 6,206 entries between both adult and youth which was up significantly from last
year’s 4,250. Also, the number of exhibitors between adult and youth doubled this year (1,091)
from last year (560).
CONCESSIONS
Slightly over 50 food and beverage (non-alcoholic) vendors reported gross revenues of just over
$3 million dollars, a number that far surpassed previous Fairs.
SPONSORSHIPS
The Fair once again received generous support from businesses and individuals in the form of
corporate sponsorships. Over 90 total sponsors gave over $1.2 million dollars in cash and in-
kind donations.
CENTRAL COAST WINE COMPETITION
The Central Coast Wine Competition named Pear Valley Vineyards as the 2022 Winery of the
Year. The Paso Robles winery had 22 entries with two best of class awards, three double golds
and nine golds. This is the second Winery of the Year honor for Pear Valley. Other winners:
Best of Show/Best of Red – Riboli Family Wines, Paso Robles, CA, 2019 San Simeon
Cabernet Sauvignon Reserve
Best Dessert – Halter Ranch, Paso Robles, CA, 2019 Vin De Paille
Best Sparkling – Vintage Wine Estates, Arroyo Grande, CA, Laetitia Brut Rosé
Best Rose – Cass Winery, Paso Robles, CA, 2022 Oasis
Best White – Midnight Cellars, Paso Robles, CA, 2021 Aurora Reserve
This year’s competition included 95 wineries and 572 wines entered. The competition features
71 classes based on grape varieties and vintages, where the “Best of “wines are selected for
their varietal typicity, quality and character. The blind-tasting event, held June 14-16 at the Paso
Robles Event Center, is the largest wine competition on California’s Central Coast, which
encompasses ten counties stretching from Alameda to Ventura. It was sponsored this year by
Bank of the Sierra.
CENTRAL COAST VINEGAR COMPETITION
The Central Coast Vinegar Competition featured 3 brands with 7 total entries in 11 classes
based on varieties. The Best of Show winner was Kismet Refining Company from Escondido,
CA with their Black Garlic Balsamic.
ITEM NUMBER: B-2
DATE: 03/15/23
ATTACHMENT: 2
Page 15 of 33
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
CALIFORNIA CRAFT SPIRITS COMPETITION
The California Craft Spirits Competition featured 60 total classes with 17 companies and 47 total
entries. Winners:
Best of Show/Best White Spirit – Wine Shine & Tin City Distillery, Paso Robles, CA, Vodka
Best Brandy – Bethel Rd. Distillery, Templeton, CA, VSOP
Best Liqueur – Bethel Rd. Distillery, Templeton, CA, Orange Liqueur
SAN LUIS OBISPO COUNTY WINE INDUSTRY AWARDS
Winemaker of the Year – Bob Lindquist, Verdad Wine Cellars & Lindquist Family Wines
Wine Grape Grower of the Year – Hilary Graves, Booker Vineyard
Wine Industry Person of the Year – Gretchen Roddick, Hope Family Wines
AGRICULTURE AWARDS
Agriculturalist of the Year – Tom Bordonaro
Cattlewoman of the Year – Sarah Kramer
Cattleman of the Year – Paul Tognazzini
COUNTRY RODEO FINALS WINNERS
The Country Rodeo Finals All-Around Cowboy was Colter Negrante. Other winners:
Team Penning
CODY MORA, CHAD RAVA, TOM MARTINUS
Barrels
MEGAN MCNULTY
Ranch Rope & Brand
WILL CENTONI, BRINAN VARIAN, RYAN PASCOE, KEITH PASCOE
Mixed Ribbon Roping
CODY MORA, LILLY THOMPSON
Match Roping
KELLY BARKER, CLAYTON GRANT
Double Mugging
DANNY LESLIE, FRANKY MARTINEZ
Ladies Breakaway Roping
GRACE LOPEZ
ITEM NUMBER: B-2
DATE: 03/15/23
ATTACHMENT: 2
Page 16 of 33
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
LEGACY PROJECT SCHOLARSHIP
The James W. Brabeck Youth Legacy (JWBYLF) Fund selected Cody Domingos as the 2022
Scholarship winner. Cody is the first winner to submit a welding project to the committee. He is
a senior at Paso Robles High School and very active in his local FFA Chapter and the captain of
the water polo team. At the award ceremony, both his welding teacher and water polo coach
spoke highly of his leadership skills and compassion towards others. After graduation, Cody
plans to attend the University of Tennessee to major in Food and Ag Business with a minor in
Marketing.
MISS CALIFORNIA MID-STATE FAIR
This year’s Queen was 17-year-old Brooke Smith of Templeton. She was also named Miss
Congeniality. Brooke is a graduate of Templeton High School and will be attending Cuesta
College and her hobbies and interests include jet skiing, horseback riding, and showing animals.
19-year-old Sarah Barr of Templeton was the 1st Runner Up and 17-year-old Jenna Shapero of
Paso Robles was 2nd Runner Up.
The 2023 California Mid-State Fair runs July 19-30, 2023
For more information, please contact publicity@midstatefair.com
ITEM NUMBER: B-2
DATE: 03/15/23
ATTACHMENT: 2
Page 17 of 33
ITEM NUMBER: B-3
DATE: 03/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Budget Ad Hoc Committee Update
for 2023-2025 Budget Preparation
RECOMMENDATION:
ATBID Board review and provide staff direction from the Budget Ad Hoc Committee
Update for the 2023-2025 budget worksheet.
DISCUSSION:
In February, the Budget Ad Hoc Committee met with City staff to review the detailed 2023-
2025 budget worksheets for the two-year City budget cycle.
The review from the ATBID Board along with public engagement is an important part of
this process. The ATBID 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.
Once approved, the ATBID budget worksheet will be submitted to the City’s Finance
Department (Administrative Services). From there, each section of the citywide budget is
reviewed in detail at six well-publicized, publicly-held Finance Committee meetings in
April and May to 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.
The Ad Hoc Committee has provided input to the 2023-2025 two-year budget worksheet
and will be presenting that to the ATBID Board in this meeting.
FISCAL IMPACT:
Up to $432,510.
ATTACHMENT:
1. 23-25 235 TBID Budget Worksheet
2. 2022-2023 ATBID Marketing Budget Estimated - $205,990
3. 2023-2024 ATBID Marketing Budget Requested - $245,000
Page 18 of 33
$
FUND TYPE235Special Revenue
DESCRIPTION
ACTIVITY DETAIL
OBJECT EXPENSE 2020-2021 2021-2022 2022-2023 2022-2023 2023-2024 2024-2025 2025-2026 2026-2027 2027-2028 2028-2029 2029-2030
NUMBER CLASSIFICATION ACTUAL ACTUAL BUDGETED ESTIMATED REQUESTED REQUESTED REQUESTED REQUESTED REQUESTED REQUESTED REQUESTED
OPERATIONS
6050000 Office Expense -$ 264$ 250$ 115$ 250$ 250$ 275$ 275$ 275$ 275$ 275$
6070000 Advertising 43,142 127,366 165,000 161,050 175,000 180,000 182,000 184,000 186,000 188,000 190,000
6400000 Operating Supplies - - - - - - - - - - -
6500000 Contract Services 106,295 143,436 145,000 140,490 172,500 175,000 177,000 179,000 181,000 183,000 185,000
6600000 Professional Development - 731 450 8,000 8,000 8,000 8,000 8,200 8,400 8,600 8,800
6700000 Business Development - - - - - - - - - - -
6900000 Administration 2,774 4,106 2,920 4,100 4,180 4,260 4,350 4,440 4,520 4,620 4,710
Total Operations 152,211 275,903 313,620 313,755 359,930 367,510 371,625 375,915 380,195 384,495 388,785
SPECIAL PROJECTS
7805029 Opportunities Fund - - - - 60,000 65,000 65,000 67,000 69,000 71,000 73,000
Total Special Projects and Purchases - - - - 60,000 65,000 65,000 67,000 69,000 71,000 73,000
ACTIVITY TOTAL 152,211$ 275,903$ 313,620$ 313,755$ 419,930$ 432,510$ 436,625$ 442,915$ 449,195$ 455,495$ 461,785$
Revenue 227,287 409,652 298,170 410,000 418,020 426,380 434,900 443,600 452,480 461,520 470,760
Fund Balance 400,770 524,111 331,780 620,356 618,446 612,316 610,591 611,276 614,561 620,586 629,561
OTHER FUNDSAtascadero Tourism Business Improvement District (ATBID) Fund
Thisfund accounts for the revenues and expenses associatedwith the Atascadero TourismBusiness Improvement District (ATBID).On June 1,2013,the CityestablishedATBIDforthepurposeoffundingtourismpromotionandincreasingstaysatthelodgingbusinessesinAtascadero.A two percent (2%)assessment is placed on the nightly rent of all occupied rooms or spaces for all transient occupancies in Atascadero.
Terrie Banish:IPW Co-op participation
& booth May 2023
Terrie Banish:
Verdin Contract Services & Pinterest set up;
City Admin Services (agenda, minutes,
meeting facilitation, etc.)
Terrie Banish:
Verdin Media Buy of $98k plus
$3,750 MSF sponsorship 2022
$10k Bovine 2022; $6.8k Resident Tourism Survey;$10k Fall Fest 2022;
Garagiste 2022 $7.5k;
$10k Fall Fest 2023 - half;
CCCBF 2023 $5k;$10k Pinterest co-op.
Terrie Banish:Verdin Contract Services raised from $107,990 to $145,000- (adding
$37,010) plus City Admin Services flat
at $27500 = total $172500
ITEM NUMBER: B-3
DATE: 03/15/23
ATTACHMENT: 1
Page 19 of 33
February 9, 2023
Marketing Budget
Visit Atascadero | Budget: $206,000
Detailed Spending Actual Actual Actual Actual Actual Actual Actual Actual 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 $1,793 $2,000 $2,000 $2,000 $2,023 $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 $3,450 $3,000 $2,000 $2,000 $1,288 $36,000 $0
Website Updates $5,000 -$510 $241 -$145 -$432 $770 $1,000 $1,500 -$402 $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 $1,056 $1,000 $1,000 $1,000 $1,199 $12,000 $0
Public Relations $5,000 -$345 $256 $105 $334 $240 $616 $2,683 $421 ---$5,000 $0
Media Planning $4,200 $330 $375 $348 $345 $345 $360 $345 $345 $357 $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 $20,501 $18,178 $17,250 $15,750 $14,433 $205,990
Added Value $930 $180 $1,020 $2,130
Out of Scope Actual Actual Actual Actual Actual Actual Actual Actual Proj.Proj.Proj.Proj.
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL Remaining
Pinterest Set Up & Management $5,000 $5,000 $5,000 $0
IPW $8,000 $4,200 $3,800 $8,000 $0
Summary: Actual to Budget
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL TOTAL
Invoice Totals $13,000 $0 $0 $0 $0 $0 $0 $0 $0 $5,000 $4,200 $3,800 $0 $13,000
Added Value
ITEM NUMBER: B-3
DATE: 03/15/23
ATTACHMENT: 2
Page 20 of 33
March 3, 2023
Marketing Budget
Visit Atascadero | Budget: $245,000
Detailed Spending Proj.Proj.Proj.Proj.Proj.Proj.Proj.Proj.Proj.Proj.Proj.Proj.
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL Remaining
Strategy/Planning/Meetings $22,000 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $2,000 $2,000 $22,000 $0
Marketing Plan $5,000 $2,500 $2,500 ----------$5,000 $0
Creative Developement $36,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $36,000 $0
Photo/Video Asset Development $10,000 --$5,000 -----$5,000 ---$10,000 $0
Website Redesign $25,000 $10,000 $15,000 ----------$25,000 $0
Website Blog and Updates $4,500 $900 $900 $900 $900 $900 $4,500 $0
Social Media $21,500 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,800 $1,700 $21,500 $0
Email Marketing $12,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $12,000 $0
Public Relations $5,000 -$2,500 ------$2,500 ---$5,000 $0
Media Planning $4,000 $600 $400 $300 $300 $300 $300 $300 $300 $300 $300 $300 $300 $4,000 $0
Media Buy $100,000 $4,000 $4,000 $8,000 $10,000 $10,000 $8,000 $8,000 $10,000 $10,000 $10,000 $10,000 $8,000 $100,000 $0
Summary: Actual to Budget
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL TOTAL
Invoice Totals $245,000 $24,700 $32,000 $20,900 $18,800 $17,900 $16,800 $15,900 $18,800 $25,400 $18,800 $18,100 $16,900 $245,000
Added Value $0
ITEM NUMBER: B-3
DATE: 03/15/23
ATTACHMENT: 3
Page 21 of 33
ITEM NUMBER: B-4
DATE: 03/15/23
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Budget Overview and Monthly Report
RECOMMENDATION:
ATBID Board receive and file the budget overview and monthly report.
DISCUSSION:
The ATBID summary and expenditure report shows the expenditures that have been
submitted through January 2023.
The ATBID/Verdin Marketing expenditure report is also included for 2022-2023, showing
the budget details for the year ahead. In addition, the transient occupancy tax (TOT)
report is included showing the TOT revenues to date.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. ATBID Summary FY 22-23
2. ATBID Expenditure Detail Report FY 22-23
3. ATBID Verdin Marketing Budget and Expenditure Report FY 22-23
4. Tourism Report – Transient Occupancy Tax Revenues (3.03.23)
Page 22 of 33
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL 2022-2023 BUDGETED
2017-2018 2018-2019 2019-2020 6/30/2021 6/30/20222 through 01/31/2023 2022-2023
REVENUES
41530.6300 Taxes and Assessments 275,295$ 278,184$ 224,609$ 277,287$ 409,652$ 233,541$ 298,170$
45920.0003 Assessment Penalties - - 133 - 933 2,718 -
46110.0000 Investment Earnings 1,580 9,631 10,720 2,027 (11,341) - 6,640
Total Revenue 276,875 287,815 235,462 279,314 399,244 236,259 304,810
EXPENSES
6050000 Office Expense - - - - 264 - 250
6070000 Advertising 144,521 178,720 120,110 43,142 127,366 60,447 165,000
6400000 Operating Supplies - - - - - - -
6500000 Contract Services **172,938 143,482 120,525 106,295 143,436 79,892 145,000
6600000 Professional Development 425 425 - - 731 - 450
6740000 Business Development 3,000 - - - - - -
6900000 Administration 2,753 2,782 2,246 2,774 4,106 2,363 2,920
Total Expenses 323,636 325,408 242,881 152,211 275,903 142,702 313,620
NET INCOME/(LOSS)(46,761) (37,593) (7,419) 127,103 123,341 93,557 (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$ 617,667$ 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 53,851
Administrative Services Fee 16,042
79,892$
Atascadero Tourism Business Improvement District (ATBID) Fund
3/3/2023
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 1
Page 23 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
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 7/1/2022 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: 03/15/23
ATTACHMENT: 2
Page 24 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
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: 03/15/23
ATTACHMENT: 2
Page 25 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
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
6,993.32 12/31/2022 ap IN 11157
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 173797
-6,993.32 12/31/2022 po LI 11157
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
47.95 1/1/2023 ap IN 14712
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 173352
41,059.75 41,059.75 0.000000.6077025 Digital Media Advertising 59,227.95 -100,287.70 0.00
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 2
Page 26 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
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 7/1/2022 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
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 -28,550.00 0.00
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 2
Page 27 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
Total Advertising 78.08 60,447.25 60,447.25 68,390.45 36,162.30 165,000.00
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 0.00 145,000.00 0.00 145,000.00 0.00
0000.6501125 Promotions Consultants 0.00 0.00 0.00 0.00 0.00 0.00
82,000.00 7/1/2022 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
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 2
Page 28 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
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
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
7,215.00 12/31/2022 ap IN 11157
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 173797
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 2
Page 29 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
-7,215.00 12/31/2022 po LI 11157
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
53,850.64 53,850.64 0.000000.6501125 Promotions Consultants 28,149.36 -82,000.00 0.00
0000.6509010 Other Professional Services 0.00 0.00 0.00 0.00 0.00 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
2,291.63 12/1/2022 je GJ JE23 12-03
235Line Description: ATBID Admin Service Fee - Dec
2,291.67 1/1/2023 je GJ JE23 01-04
235Line Description: ATBID Admin Service Fee - Jan
16,041.65 16,041.65 0.000000.6509010 Other Professional Services 0.00 -16,041.65 0.00
0000.6509032 Additional Promotional Services 0.00 0.00 0.00 0.00 0.00 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 -10,000.00 0.00
Total Contract Services 74.51 79,892.29 79,892.29 28,149.36 36,958.35 145,000.00
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 2
Page 30 of 33
03/03/2023
CITY OF ATASCADERO
5:13PM
expdetl.rpt Expenditure Detail Report
07/01/2022 through 01/31/2023
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6600000 Professional Development
0000.6600000 Professional Development 0.00 0.00 450.00 0.00 450.00 0.00
Total Professional Development 0.00 0.00 0.00 0.00 450.00 450.00
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 2,920.00 0.00 2,920.00 0.00
Total Department Service Charges 0.00 0.00 0.00 0.00 2,920.00 2,920.00
75.53 140,339.54 140,339.54 96,539.81 76,740.65 313,620.00Total Atascadero Tourism Bus Improv Dist
Grand Total 140,339.54 140,339.54 75.53 96,539.81 76,740.65 313,620.00
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 2
Page 31 of 33
February 9, 2023
Marketing Budget
Visit Atascadero | Budget: $206,000
Detailed Spending Actual Actual Actual Actual Actual Actual Actual Actual 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 $1,793 $2,000 $2,000 $2,000 $2,023 $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 $3,450 $3,000 $2,000 $2,000 $1,288 $36,000 $0
Website Updates $5,000 -$510 $241 -$145 -$432 $770 $1,000 $1,500 -$402 $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 $1,056 $1,000 $1,000 $1,000 $1,199 $12,000 $0
Public Relations $5,000 -$345 $256 $105 $334 $240 $616 $2,683 $421 ---$5,000 $0
Media Planning $4,200 $330 $375 $348 $345 $345 $360 $345 $345 $357 $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 $20,501 $18,178 $17,250 $15,750 $14,433 $205,990
Added Value $930 $180 $1,020 $2,130
Out of Scope Actual Actual Actual Actual Actual Actual Actual Actual Proj.Proj.Proj.Proj.
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL Remaining
Pinterest Set Up & Management $5,000 $5,000 $5,000 $0
IPW $8,000 $4,200 $3,800 $8,000 $0
Summary: Actual to Budget
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL TOTAL
Invoice Totals $13,000 $0 $0 $0 $0 $0 $0 $0 $0 $5,000 $4,200 $3,800 $0 $13,000
Added Value
ITEM NUMBER: B-4
DATE: 03/15/23
ATTACHMENT: 3
Page 32 of 33
City of Atascadero
Tourism Report
Transient Occupancy Tax Revenues
Jul-Sep Oct-Dec Jan-Mar Apr-Jun
1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL
Fiscal Year 2014 254,557.46$ 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 *623,778.21$ 469,402.30$ 1,093,180.51$
* 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: 03/15/23
ATTACHMENT: 4
Page 33 of 33