HomeMy WebLinkAboutTBID_2024-01-24_AgendaPacketCITY OF ATASCADERO
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT AGENDA
IN-PERSON MEETING INFORMATION:
The Advisory Board for the Atascadero Tourism Improvement District (ATBID) meeting will
be in-person only and members of the public wanting to participate may attend the meeting
in-person.
HOW TO SUBMIT PUBLIC COMMENT:
Individuals wishing to provide public comment may attend the meeting in the Club Room on
the Fourth Floor of City Hall, 6500 Palma Avenue, Atascadero, CA 93422.
If you wish to comment but not in-person, please email public comments to
cityclerk@atascadero.org. Such email comments must identify the Agenda Item Number
in the subject line of the email. The comments will be forwarded to the ATBID Advisory
Board and made a part of the administrative record. To ensure distribution to the ATBID
Advisory Board prior to consideration of the agenda, the public is encouraged to
submit comments no later than 12:00 p.m. the day of the meeting. All correspondence
will be distributed to the ATBID Advisory Board, posted on the City’s website, and be made
part of the official public record of the meeting. Please note, email comments will not be
read into the record. Please be aware that communications sent to the ATBID Advisory
Board are public records and are subject to disclosure pursuant to the California Public
Records Act and Brown Act unless exempt from disclosure under applicable law.
Communications will not be edited for redactions and will be printed as submitted.
AMERICAN DISABILITY ACT ACCOMMODATIONS:
Any member of the public who needs accommodations should contact the City Clerk’s Office
at cityclerk@atascadero.org or by calling 805-470-3400 at least 48 hours prior to the meeting
or time when services are needed. The City will use their best efforts to provide reasonable
accommodations to afford as much accessibility as possible while also maintaining public
safety in accordance with the City procedure for resolving reasonable accommodation
requests.
ATBID Advisory Board agendas and minutes may be viewed on the City's website:
www.atascadero.org/agendas
Copies of the staff reports or other documentation relating to each item of business referred to on
the Agenda are on file in the office of the City Clerk and are available for public inspection on our
website, www.atascadero.org. Contracts and Resolutions will be allocated a number once they are
approved by the ATBID Advisory Board. The Minutes of this meeting will reflect these numbers. All
documents submitted by the public during ATBID Advisory Board meetings that are made a part of
the record or referred to in their statement will be noted in the Minutes and available for review by
contacting the City Clerk's office. All documents will be available for public inspection by appointment
during City Hall business hours.
Page 1 of 65
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA
Wednesday, January 24, 2024, at 2:30 P.M.
Atascadero City Hall - 6500 Palma Avenue, Club Room
Atascadero, California
CALL TO ORDER:
ROLL CALL: Chairperson Patricia Harden, SpringHill Suites by Marriott
Vice Chairperson Corina Ketchum, Home2 Suites by Hilton
Board Member, Tom O’Malley, Portola Inn
Board Member Amar Sohi, Holiday Inn Express & Suites
Board Member Vacancy
APPROVAL OF AGENDA:
PUBLIC COMMENT: This portion of the meeting is reserved for persons wanting to address
the Board on any matter not on this agenda and over which the Board has jurisdiction.
Speakers are limited to three minutes. Please state your name for the record before making
your presentation. The Board may take-action to direct the staff to place a matter of business
on a future agenda. A maximum of 30 minutes will be allowed for Public Comment, unless
changed by the Board.
A. CONSENT CALENDAR:
1. ATBID Board Draft Action Minutes – November 15, 2023
▪ Recommendation: ATBID Advisory Board approve the November 15, 2023,
Regular Meeting Draft Action Minutes. [City Staff]
B. BUSINESS ITEMS:
1. 2023 Atascadero Fall Festival Event Recap & 2024 Event Sponsorship Renewal
Request
▪ Fiscal Impact: Up to $20,000.
▪ Recommendation: ATBID Advisory Board:
1. Receive and file recap of marketing results of the November 2023 Atascadero
Fall Festival.
2. Provide staff direction on sponsorship request for the November 2024
Atascadero Fall Festival. [En Fuego Events]
2. Visit SLO CAL Monopoly Board Game Opportunity
▪ Fiscal Impact: Up to $6,000.
▪ Recommendation: ATBID Advisory Board:
1. Review and discuss the Visit SLO CAL-edition of the Monopoly board game.
2. Provide staff direction regarding sponsorship of up to two game squares of the
Visit SLO CAL-edition of the Monopoly board game. [Visit SLO CAL]
3. Visit Atascadero Website Upgrade Scope of Work
Page 2 of 65
▪ Fiscal Impact: Up to $53,050.
▪ Recommendation: ATBID Advisory Board discuss and provide staff direction for
recommended upgrades to the Visit Atascadero website. [Verdin]
4. IPW 2024 Participation and Delegation
▪ Fiscal Impact: Up to $7,500.
▪ Recommendation: ATBID Advisory Board review and provide staff direction
regarding possible participation in the 2024 IPW by sending a delegation to the
conference. [City/Verdin]
5. Update on Visit SLO CAL’s Travel and Tourism Customer Service Training
Program
▪ Fiscal Impact: None.
▪ Recommendation: ATBID Advisory Board receive and file an update on Visit
SLO CAL’s travel and tourism customer service training program entitled SLO
CAL Welcome. [Visit SLO CAL]
6. Quarterly Marketing Report and Discussion of Initial Results from Denver
Market Activation
▪ Fiscal Impact: None.
▪ Recommendation: ATBID Advisory Board
1. Receive and file Verdin Marketing’s Quarterly Marketing Report for Q2 2023.
2. Discuss results from Visit SLO CAL’s Denver Co-op.
[City/Verdin/Visit SLO CAL]
7. Budget Overview and Monthly Report
▪ Fiscal Impact: None.
▪ Recommendation: ATBID Advisory Board receive and file the Budget Overview
and Monthly Report. [City/Verdin]
C. UPDATES:
1. Visit SLO CAL Board and Marketing Committee Updates. [Visit SLO
CAL/Marketing Committee liaisons]
2. Marketing Update. [Verdin Marketing]
3. City Business and Administrative Update. [City Manager’s Office]
D. BOARD MEMBER COMMENTS:
E. FUTURE AGENDA ITEMS: (This section is set aside for open discussion on future
agenda items)
F. ADJOURNMENT:
Page 3 of 65
ITEM NUMBER: A-1
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
DRAFT MINUTES
Wednesday, November 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 2:34 P.M.
ROLL CALL:
Present: Chairperson Patricia Harden, Vice Chairperson Corina Ketchum, Board
Member Tom O’Malley, and Board Member Amar Sohi
Absent: Board Member Alexander
Staff Present: Director of Community Services & Promotions Terrie Banish and
Deputy City Clerk Dillon James
APPROVAL OF AGENDA:
MOTION BY: Sohi
SECOND BY: Ketchum
1. Approve this agenda.
AYES (4): O’Malley, Sohi, Ketchum, and Harden
ABSENT (1): Alexander
Passed 4-0
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: Andres Nuno.
Chairperson Harden closed the Public Comment period.
Page 4 of 65
ITEM NUMBER: A-1
DATE: 01/24/24
PRESENTATION:
1. City of Atascadero New Website & Brand Refresh
Presented by: Terrie Banish, Director of Community Services & Promotions
Director Banish presented the Advisory Board with an overview of the new City of
Atascadero website and accompanying updated branding and templates.
A. CONSENT CALENDAR
1. ATBID Advisory Board Draft Action Minutes – October 25, 2023
▪ Recommendation: ATBID Board approve the Draft Action Minutes of the October
25, 2023 Special Meeting. [City Staff]
MOTION BY: O’Malley
SECOND BY: Ketchum
1. Approve consent calendar.
AYES (4): O’Malley, Sohi, Ketchum, and Harden
ABSENT (1): Alexander
Passed 4-0
B. BUSINESS ITEMS:
1. 2023 Bovine Classic Event Recap & 2024 Event Sponsorship Renewal
▪ Recommendation: ATBID Advisory Board:
1. Receive and file recap of marketing results of the October 28, 2023, Bovine
Classic.
2. Provide staff direction on sponsorship request for the October 26, 2024,
Bovine Classic.
3. Take such additional, related, action that may be desirable. [Bovine]
▪ Fiscal Impact: Up to $10,000.
David Yates with Bovine Classic presented this item and answered questions from the
Advisory Board.
The Advisory Board commended Mr. Yates on another successful event and agreed that
Bovine Classic is a vital tourist attraction in Atascadero. Mr. Yates plans to host more
events in Atascadero next 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: O’Malley
SECOND BY: Ketchum
1. Sponsor the October 26, 2024, Bovine Classic in the amount of $10,000.
AYES (4): O’Malley, Sohi, Ketchum, and Harden
ABSENT (1): Alexander
Passed 4-0
Page 5 of 65
ITEM NUMBER: A-1
DATE: 01/24/24
2. Budget Overview and Monthly Report
▪ Recommendation: ATBID Advisory Board:
1. Receive and file the Budget Overview and Monthly Report.
2. Take such additional, related, action that may be desirable. [City/Verdin]
▪ Fiscal Impact: None
Director of Community Services & Promotions Banish and Verdin Marketing’s Ashlee 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.
C. UPDATES:
1. Visit SLO CAL Board and Marketing Committee Updates. [Visit SLO CAL/Marketing
Committee liaisons]
2. Marketing Update. [Verdin Marketing]
3. 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. Website Assessment Analysis and Recommendations. (January)
2. Market Activation from Denver Co-op. (January)
3. Atascadero Fall Festival Event Recap and 2024 Event Sponsorship Renewal.
(January)
F. ADJOURNMENT
Chairperson Harden adjourned the meeting at 4:02 P.M.
MINUTES PREPARED BY:
______________________
Dillon D. James
Deputy City Clerk
APPROVED:
Page 6 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
2023 Atascadero Fall Festival Event Recap &
2024 Event Sponsorship Renewal Request
RECOMMENDATIONS:
ATBID Advisory Board:
1. Receive and file recap of marketing results from the November 2023 Atascadero
Fall Festival.
2. Provide staff direction on the sponsorship renewal request for the November 2024
Atascadero Fall Festival.
DISCUSSION:
The Atascadero Fall Festival was held in the Sunken Gardens on November 17 through
November 19, 2023, with a variety of musical entertainment, from local community
entertainment to major bands, like The Molly Ringwald Project. The event included
carnival rides, games, food vendors, a craft beer event on Saturday, merchandise
vendors, and more. The event created a fantastic backdrop shared among many across
social media. Even though the weather was not favorable, this family-fun event still did its
magic to create many memories for those who attended.
En Fuego Events will provide an update to the ATBID Advisory Board that includes the
marketing dollars invested, the number of people that attended the event, and where they
came from. In addition, En Fuego Events has included a special event sponsorship
request to bring the event back in 2024.
Event sponsorship history: 2021 awarded $5,000 sponsorship. 2022 awarded $20,000
sponsorship ($10,000 request and increased due to a multi-day event). $10,000 paid
2021/22; $10,000 paid 2022/23; 2023 awarded $20,000 sponsorship.
FISCAL IMPACT:
Up to $20,000.
ATTACHMENT:
1. 2024 Special Event Sponsorship Request
Page 7 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
1
The Atascadero Tourism Business Improvement District (TBID) was established to promote
Atascadero as an overnight destination. The mission of the Atascadero TBID is to
encourage visitors to discover what makes Atascadero a simply genuine travel destination
resulting in increased revenue for the local community.
We appreciate the efforts of community partners to design events that attract visitors to
Atascadero and would like to offer our support of those events that align themselves with
the Visit Atascadero mission. A portion of the TBID annual budget and regular marketing
efforts are set aside each year to help maximize the effect of these efforts. If you would like
to be considered for support, please complete the following application. The application
must be received at least 6 months in advance of the funding deadline to request
support from the Atascadero TBID. Unfortunately, we are unable to provide assistance
for all events, but please know each request will be considered thoroughly.
Our Mission: Encourage overnight travel to experience Atascadero’s beautiful and
authentic outdoor recreation, culinary adventures, and welcoming hospitality.
In order to qualify for event sponsorship, your organization must meet the following
requirements or provide a three-year plan detailing how you will ultimately meet these
requirements:
1. Support the Visit Atascadero mission
2. Attract visitors from outside San Luis Obispo County
3. Encourage overnight stays of one night or more
4. Obtain the necessary ABC permits, law enforcement approval, city permits, safety
guidelines, and any additional documents needed for the event
5. Provide a detailed event budget and marketing plan
6. Provide post-event metrics which show positive effect on Atascadero tourism
In addition to these requirements, ATBID Board will consider the following factors:
1. Does event support Visit Atascadero objectives?
2. Will event be held during off-season (January – March)?
3. Is event new or existing? If existing, how was previously awarded money spent?
4. What is the three-year growth plan for the event?
5. Is there statistical data on the demographic status of your attendees or targeted
attendees?
6. Can the organization prove complete fiduciary responsibility of all event expenses?
7. Do your event organizers and attendees garner influence and have the ability to
promote Atascadero tourism?
Please submit application and all additional documents by email to Hanna Meisinger
at hmeis@bigredmktg.com in PDF format. You will receive a confirmation that we have
received the application. Typically, we ask that event planners attend a Board Meeting to
present their event to the Board which provides an opportunity to ask questions. Atascadero
Page 8 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
2
TBID Board Meetings are regularly scheduled for the third Wednesday of the month at 2:30
p.m. at City Hall. The vote regarding funding often takes place at the meeting following the
event presentation.
Page 9 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
3
Event Sponsorship Requirements Checklist
The following requirements must ALL be met in order to qualify for sponsorship and
receive funding. Please be sure to carefully read and submit all necessary
documentation and information.
Complete application and submit at least 6 months prior to event
Include requested sponsorship amount in application
Select eligible event tier and describe how your event meets qualification
Provide event budget with line items detailing how sponsorship funding will be
used
Provide a detailed marketing plan
Include a financial statement from your organization – applicant must be able to
demonstrate financial accountability for event expenses
Describe all sources of event income and additional sponsorships that have been
secured
If requested, attend an ATBID Board Meeting to provide event presentation
If awarded event sponsorship funding, plan to attend two ATBID Board Meetings:
o Provide planning progress update at least two months prior to event
o Provide an event recap detailing attendance, marketing efforts and results,
impact on Atascadero tourism and future plans
Page 10 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
4
Event Support Application Form
Requesting Organization: ___En Fuego Events________________________
Contact: __Andres Nuno____ Phone Number: ___805-448-7070____
Email: _andres@enfuegoevents.com__ Mailing Address: 1072 Casitas Pass Rd. #232
City, State, Zip: ___Carpinteria, CA 93013____________________
Name of Event: ____Atascadero Fall Festival 2024______________________
Event Description: _____ The Atascadero Fall Festival is a 3-day, free admission
event that is “Fun for the Whole Family.” It features carnival games and rides, 30+
bands on 2 stages, and over 60 street faire and food vendors.
Event Dates/Times: ____Friday, Nov. 15th – Sunday, Nov. 17th, 2024__Friday: 4-10 pm
/ Saturday & Sunday: 12 pm – 10 pm___
Is event located in Atascadero? Yes
Venue Name: __Sunken Gardens________________
Venue Location: __Downtown Atascadero______________________________
Event Website: ___www.AtascaderoFallFest.com_______________________
Are you receiving in-kind or financial support from the City of Atascadero?
Yes
Total Anticipated Attendees: _20,000 over 3 days___
Portion From Outside SLO County: __35_%
Page 11 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
5
Is this the first year the event will take place? No
If this event has taken place previously, please provide historical data including
attendance numbers: ____In our third year, even with rain, we still managed to have
over 15,000 guests over 3 days. The community and visitors thoroughly enjoyed the
event and it was once again a very successful event. This has quickly become a can’t
miss event in San Luis Obispo County.
Are tickets sold for your event? If so, please provide the price per ticket and any
package opportunities.
____This is a free admission event. ____________
Crowd Control Safety Plan Details: _____We will work with a licensed and insured
security company that has worked large events in California.
______________________________________________________________________
Will the event require an ABC Permit? Yes
Has a City permit been issued for your event or contracted the venue for your
event date? Yes
Describe how the event supports Visit Atascadero’s mission and goals: The
Atascadero Fall Festival is able to attract guests from all over California to join us at a
free admission, 3-day event that includes a little bit of something for everyone.
The Atascadero Fall Festival is an event that locals, and travelers, enjoyed and will
mark on their calendars for years to come.
Page 12 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
6
Select eligible event tier for your event (eligibility is based on one or more
qualifying factors and additional considerations):
X
Additional details about eligible event tier qualification:
______In 2023, we topped 15,000 guests and the Atascadero Fall Fest was a must visit
event. The entire community was proud of the Atascadero Fall Festival and the we saw
an increase of local businesses and non profit groups participating this year. We believe
that the Atascadero Fall Fest has already left a lasting impression and will continue to
grow in popularity.
Support Request (desired monetary amount or in-kind marketing support):
Last year we received $20,000 in funding from ATBID and it was a tremendous
help in putting the Fall Fest on. Our overall budget is $130,000 - $140,000. This
signature event has already become one of the top events not only in San Luis Obispo
County, but throughout the Central Coast.
Tier 1
Tier 2
Tier 3
X
x
X
X
•Attracts 1,500+ attendees
•At least 35-40% of target market is out-of-town visitors
•Marketing campaigns reach at least 1,000 subscribers
•Event encourages multi-night stay in Atascadero
•Attracts 750+ attendees
•At least 25-30% of target market is out-of-town visitors
•Marketing campaigns reach at least 500 subscribers
•Event encourages overnight stay in Atascadero
•Attracts 750 or less attendees
•Marketing message encourages visiting Atascadero
•Marketing campaigns reach at least 500 subscribers
•Event encourages overnight stay in Atascadero
•Event appears sustainable and offers growth potential in number of
days and/or attendance to grow to Tier 2
Total Support =
Up to $10,000
Total Support =
Up to $7,500
Eligible for
In-kind Support
Page 13 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
7
We also promise to to give the City of Atascadero this exclusive event that will not be
duplicated by En Fuego Events anywhere in San Luis Obispo County.
Detail how awarded funding will be utilized, include any in-kind or additional
support provided by Visit Atascadero (feel free to attach additional sheets as
needed).
Event Item Amount
Ex. Social Media Ads $2,000
New Times $2,500
Atascadero News $2,000
American General Media $2,000
Social Media $1,500
Banners $500
Posters $500
Please include all sources of income that have been secured and those that are
being solicited to support event (feel free to attach additional sheets as needed).
Income Source Amount
BMW of SLO $1,500
Visit Atascadero $20,000
Firestone Walker Brewing Co. In-Kind Donation
Flying Embers Kombucha In-Kind Donation
Wild Fields Brewhouse In-Kind Donation
Page 14 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
8
Ruby Cellars In-Kind Donation
Topa Topa Brewing Co. In-Kind Donation
Figueroa Mountain Brewing Co. In-Kind Donation
Please describe your paid advertising and the outlets you plan to utilize. Include
the amount you plan to spend with each outlet or provide a copy of your
marketing plan.
Media Outlet &
Geographic Location of
advertising
Type & Frequency Cost of Advertising
New Times Print / Weekly $2,000
Atascadero News Print / Weekly $2,000
American General Media 2 Weeks $1,000
Sunny Country Radio 2 Weeks $1,000
Social Media 8 Weeks $1,500
Please share your intended public relations outreach.
_ __We will send out several Press Releases that include information about the overall
event, our entertainment schedule and other happenings.
How will your organization recognize Visit Atascadero’s support (including but
not limited to promotional materials, website, and at the event)?
Page 15 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
9
_ ___All marketing material will include the Visit Atascadero logo, including posters,
social media content and we will continue to call our main stage the Visit Atascadero
Main Stage and have your banner hanging on it. This is the premier banner location that
the Atascadero Fall Fest has to offer.
What opportunities do you plan to offer that specifically promote lodging in
Atascadero?
______We already have 2 lodging partners in place for 2023, The Holiday Inn Express,
and SpringHill Suites. The Holiday Inn Express and SpringHill Suites will be in their third
year of sponsoring the Atascadero Fall Festival.
Additional Details: _____Our footprint in 2023 was perfect and allowed us to bring in
more rides and games for the Carnival.
The Carnival is very important to the guest experience, and our carnival partners have
told us that more rides and games, lead to guests spending more time at the event.
We would like to explore working more closely with Visit SLO Cal and utilizing billboards
along Highway 101.
____
Page 16 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
10
Rules and Regulations for Event Coordinators
• Event coordinators will be held accountable for promoting and advertising the event,
including, but not limited to, listing the event on the Visit SLO CAL website
(www.slocal.com) within 30 days of Board approval for funding.
• Event coordinators will also be held responsible for ensuring the Visit Atascadero
logo and branding is used appropriately on any event materials. This includes
ensuring the Visit Atascadero logo is visible on event website and marketing
collateral within 30 days of Board approval for funding.
• Event coordinators should ensure every effort is made to promote the entire
Atascadero destination. On the event website, event coordinators should only link to
the Visit Atascadero lodging page (www.visitatascadero.com/lodging) and always
pay careful attention to never promote specific lodging properties unless individual
agreements with those properties have been arranged outside of ATBID activity.
• Event coordinators should plan to attend an ATBID Board Meeting following the
event to provide a recap presentation which includes attendee numbers, overnight
stays, event perception and any other pertinent information for the Board.
• Visit Atascadero must be offered logo promotion opportunity (ex. Visit Atascadero
logo included on event marketing materials like glassware) if event support from the
ATBID Board totals $7,500 or more.
• Please also reference the Expectations of Event Organizer by Tier to ensure you are
correctly and accurately recognizing Visit Atascadero’s support. It is the
responsibility of the event organizer to follow up with Visit Atascadero for necessary
branding pieces needed to fit the promotion requirements.
• Funding will be invoiced in sections based on promotion compliance and specific
event expectations. Funding percentages and invoice timelines will be determined in
advance between the Atascadero TBID Board and the event organizer.
Page 17 of 65
ITEM NUMBER: B-1
DATE: 01/24/24
ATTACHMENT: 1
11
***Please include a detailed event budget and marketing strategy. Feel free to attach
additional information for consideration with application.
***You must submit copies of additional required documents two weeks prior to event.
The Atascadero TBID Board reserves the right to withdraw funding if the appropriate
documents are not obtained for the event.
You must acknowledge and agree to the rules and regulations on Page 10.
IMPORTANT: Future ATBID event sponsorship funding requests may be affected
should any discrepancies, including, but not limited to, event application, planning,
marketing materials or website, be brought to ATBID’s attention.
Cancellation Policy: Should the event not take place as presented and scheduled;
event coordinators are required to reimburse the ATBID for sponsorship support. If the
event is cancelled by the Event Coordinator because of sickness, accidents, riots,
strikes, epidemics, inclement weather, acts of God, or any other legitimate conditions
beyond either party’s control, the Event Coordinator agrees to provide a financial report
showing the current status of funds used. The ATBID Board will follow the official event
cancellation protocol and will determine the fund quantity to either be refunded or rolled
forward to future events based on the financial report.
Applicant Signature ____Andres Nuño____ Date __1/12/24_
In case of questions or the need for clarification, please contact Destination
Management Consultant, Hanna Meisinger at hmeis@bigredmktg.com.
Page 18 of 65
ITEM NUMBER: B-2
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Visit SLO CAL Monopoly Board Game Opportunity
RECOMMENDATION:
ATBID Advisory Board:
1. Review and discuss the Visit SLO CAL-edition of the Monopoly board game.
2. Provide staff direction regarding sponsorship of up to two game squares of the
Visit SLO CAL-edition of the Monopoly board game.
DISCUSSION:
Visit SLO CAL will present the opportunity for Atascadero to be included as part of the
Monopoly board game for SLO County. This is a unique opportunity for Atascadero to
be featured on the globally recognized Monopoly board—an officially licensed edition
that has rapidly sold out in just a few months in the last four cities that participated.
Monopoly's status as a cultural icon makes this venture a powerful tourism tool, creating
a roadmap for attracting visitors and signaling the significance of these destinations.
The game's popularity is not only immense but also enduring, offering a chance for
Atascadero to leave a lasting impression on a diverse audience.
Embracing this venture is not just a strategic move; it's an investment in the City's
visibility and appeal. This is an exceptional opportunity to showcase Atascadero's
distinctiveness, contributing to the allure of San Luis Obispo County as a whole. This
not only will resonate with the community, but also help position Atascadero as a
destination of choice. Here are some specific points as to why this aligns with tourism
efforts:
Tourist Attraction:
• The featured spaces act as a visual representation of Atascadero's unique
attractions, creating curiosity among Monopoly players.
• Tourists, drawn by the appeal of these landmarks, may choose to extend
their stay in Atascadero to explore the City beyond the board game.
Promotional Exposure:
Page 19 of 65
ITEM NUMBER: B-2
DATE: 01/24/24
• The Monopoly game serves as a promotional tool that reaches a diverse
audience worldwide.
• Increased visibility on the board can attract individuals who were
previously unaware of Atascadero, leading to a rise in bookings as they
become interested in experiencing the City firsthand.
Destination Recognition:
• Being part of the Monopoly board elevates Atascadero's status as a
notable destination within San Luis Obispo County.
• Travelers often seek unique and memorable experiences; featuring on the
board positions Atascadero as a distinctive stop, encouraging tourists to
include it in their itinerary.
Word of Mouth and Social Media Impact:
• Monopoly is a social game, and players often share their experiences with
friends and on social media.
• Positive mentions of Atascadero within the Monopoly community can lead
to word-of-mouth recommendations and increased interest in staying at
local hotels.
Collaboration with Local Businesses:
• Hotels can collaborate with other local businesses featured on the
Monopoly board to create attractive packages or promotions for visitors.
• Cross-promotions between hotels and featured landmarks can incentivize
tourists to choose Atascadero as their preferred stay.
Event Hosting Opportunities:
• The increased tourism resulting from Monopoly exposure may lead to a
higher demand for event hosting spaces.
• Hotels can position themselves as ideal accommodation options for
events and gatherings related to the city's newly gained popularity.
Economic Impact:
• The influx of visitors driven by Monopoly exposure contributes to the local
economy.
• Increased economic activity can lead to more events, conferences, and
activities, further boosting the demand for hotel accommodations.
FISCAL IMPACT:
Up to $6,000 ($3,000 per game square), payable over three yearly installments.
ATTACHMENTS:
None
Page 20 of 65
ITEM NUMBER: B-3
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Visit Atascadero Website Upgrade Scope of Work
RECOMMENDATION:
ATBID Advisory Board discuss and provide staff direction for recommended upgrades to the
Visit Atascadero website.
DISCUSSION:
At the August 2023 ATBID Advisory Board meeting, the Board provided feedback on
necessary improvements and upgrades to the Visit Atascadero website. Per the Board, the
new site should have the necessary upgrades to work with a variety of video options, plug-
ins, integrations, shared features, etc., and we must consider compatibility with different
tourism websites throughout the county to coordinate calendars. The Board declined to
make a motion and requested that the item be brought back for more detailed review in the
future.
At the October 2023 ATBID Advisory Board meeting, Verdin Marketing presented the Board
with the difference in continuing to work with Clever Concepts with enhancements to the
current site or exploring an open-source option. At that meeting, the Board recommended
staying with Clever Concepts and coming back with a proposal as long as they can keep it
close to the budgeted amount of $25,000 and if they do not go over the $30,000 cap to
trigger a Request for Proposals (RFP).
For the January 2024 ATBID Advisory Board meeting, Verdin Marketing will present the
proposal and scope of work to carry out the new website upgrades for both Clever Concepts
and Verdin Marketing. Oral presentation will be provided by Verdin.
Background:
In November 2015, the ATBID Advisory Board sent out an (RFP) for a new Visit Atascadero
website. At that time, a website vendor was selected, but they could not commit to the
agreement. The ATBID Advisory Board sent out a second RFP in January 2016 and
secured Clever Concepts as the website developer. The City and the ATBID Advisory Board
have been working with Clever Concepts ever since and have been able to add and build to
the Visit Atascadero website.
The Visit Atascadero website has been a great resource and informative entry point for
visitors to learn more about our destination. As with any website, functionality
enhancements and user experiences evolve and need to be assessed and updated for
Page 21 of 65
ITEM NUMBER: B-3
DATE: 01/24/24
success. The goal of the discussion will be to define objectives, identify areas of
opportunity, and align with digital best practices to ensure our website provides visitors with
a positive experience.
FISCAL IMPACT:
Up to $53,050
ATTACHMENT:
1. ATBID Website Proposal from Clever Concepts.
2. Visit Atascadero Website Proposal including Clever Concepts.
Page 22 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Ashlee Akers
Visit Atascadero
6904 El Camino Real
Atascadero, CA 93422
Dear Ashlee,
Thank you for the opportunity to present a proposal for the development of the Visit Atascadero website.
Introduction
Clever Concepts is a high-end web development company based in Paso Robles, CA. We specialize in custom websites
that look professional, are functional, and fully meet each clients’ needs and expectations. Clever Concepts was started
in 1998. We have since created nearly 1,000 websites. When you choose Clever Concepts you are guaranteed excellent
programming, design, and customer service.
Our team is comprised of:
Dennis Clevenger - Dennis is responsible for all of the business dealings of the business and handles the majority
of interaction with the customer. He also handles all of the programming of the websites. Dennis has been building
websites since 1994. He graduated from Cal Poly with a degree in Graphic Communication in 2000. He lives in
Templeton with his wife, Jeni, and daughters, Ella and Emma.
Nolan Henderson - Nolan is responsible for creating the design and ensuring it maintains his original vision throughout
the web development process. Nolan has been designing websites since 2006. He graduated from Cal Poly with
a degree in Graphic Communication in 2007. He lives in Atascadero with his wife, Rebecca, and children, Abigail,
Annabella, Levi and Olivia.
While our team only consists of two people, our process has been refined over the years to allow us to be extremely
productive and efficient. We work right along side each other and are constantly looking out for each other to ensure we
deliver the best product possible. We do not outsource any of the development of the website.
Layout and Design
The design and layout of the website will be provided by Verdin in Adobe XD format. We will need layouts for all of the
major content pages - Home Page, Business Category Page, Business Detail Page, Event Listings Page, Event Details
Page, and basic content page.
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 23 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Content
The website will consist of roughly the same pages as the old website. Content can be taken from the current website or
new content can be provided.
Content Management System
We will create a Content Management System (CMS) that will allow you to maintain the website content yourself. The
CMS will handle two levels of navigation. You will be able to add, edit, and delete pages. Each web page will have
the ability to be marked as hidden on either the full website or the mobile website so that it won’t be displayed in the
navigation. The CMS also allows you to define URLs for pages, page titles, and meta data, all of which are important for
your search engine visibility.
All pages will make use of what we call content blocks. Content blocks are sections of content/photos such as a simple
content box, a full width photos, and side-by-side content/photo. You will be able to add, edit, delete, sort and hide
content blocks on each page. This proposal includes the following content block types:
Content - this content block allows you to have paragraphs of text.
Photo - this content block allows you to have a full width photo.
Content and Photo Side by Side - this content block places a photo beside content, each taking up half the width of the
page. You will be able to place the photo on either the left or right side of the page.
Video - this content block allows you to embed a YouTube or Vimeo video.
Google Map - this content block allows you to embed a Google Map.
Business Listing Category - this content block allows you to display a category of businesses. See Business Listings
below.
Events - this content block allows you to display the upcoming events. See Events below.
Instagram Feed - this content block will display your latest Instagram posts.
The design will likely call for a few additional content blocks in addition to the ones above.
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 24 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Business Listings
The bulk of the content on the site will be Business Listings. These include Lodging, Eat, Drink, Things To Do, Weddings
and Meetings. We will set up admin tools like the existing one on the current website to make these easy to add, edit,
and delete. The new design may call for additional content fields, so we will update these tools accordingly. We will
bring over all existing listings from the current website.
Events
We will build a custom admin tool to allow you to easily manage the events, similar to the tool on the current website.
We will bring over all events from the current website.
Event Submission Form
We will create a form to allow visitors to submit their event to the website. Submitted events will get placed in to the
event system, but will be flagged as pending and not displayed on the website. We will send an email notification to you
when a new event is submitted and include a link for you to go manage the event to approve it, edit it or delete it.
Blog
The website will contain a blog that will either be powered by our CMS or we will custom integrate WordPress in to the
website to power the blog. We prefer building our own basic blog versus WordPress as WordPress is highly hacked and
constantly needs to be updated to help prevent being hacked. We will discuss the options with you and decide on the
approach that will work best for the website.
Sitemap
We will create an automatic sitemap of all of the pages on the website and submit the feed to Google Search Console.
As new pages are added, they will automatically get added to the sitemap.
SEO
Since we hand-code our websites, our code is very optimized for SEO. Our CMS tools allow you to define meta titles,
meta descriptions, and alt tags for images.
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 25 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Mobile
The website will be built to be responsive so it will adapt to all device sizes and display nicely on mobile devices.
Because we hand-code our websites, we're able to test out the design/layout of pages at all screen sizes, making sure
everything displays properly at all screen sizes.
ADA Compliance
We will build the website to be ADA compliant and will test all pages through the WAVE testing tool and RocketValidator.
All of the pages that we power will have zero errors in those testing tools.
Programming
The website will be hand-coded using a combination of HTML, CSS, Javascript, and PHP. The web pages will be valid
XHTML 1.0 Transitional.
Redirects
We will set up a tool to allow you to define 301 redirects, which are important for your search engine presence. URLs of
pages on the website may change with the new website, so to maintain your search engine rankings, we will set up 301
redirects to redirect old URLs to their new URL equivalent.
Consultation
Throughout the entire project, we will make recommendations on your website that we see would be in your best
interest in terms of design, content, functionality, usability, and search engine optimization. We will build the site to be
search engine friendly, but it will not guarantee placement at the top of the search engines.
Training
We will set up a meeting to train on the tools we create so that you can maintain the website yourself. We will also advise
you on techniques to help with your search engine visibility. This training session should take approximately 2 hours.
Ownership
You will own the license to all the software used on the website for the life of the website. The software can not be shared,
distributed or resold to other parties.
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 26 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Web Hosting
We work exclusively with Unix-based servers running Apache, PHP, and MySQL. The website will need to be hosted
on a Unix server with Apache, PHP and MySQL installed. While we do not require you to host the website with us, it is
recommended as it is much easier for us support our customers on own servers. When hosting with us, we’re able to
stand behind our work and provide a lifetime guarantee on the website.
We have our own private Google Cloud servers running the latest version of Rocky Linux with Apache/PHP/MySQL. Data
is backed up daily via a number of backup mechanisms. The base web hosting package is priced at $49.95/month, which
includes an SSL certificate, web statistics and 10 GB of bandwidth each month. Additional bandwidth is $2/GB.
Guarantee
While we do our best to deliver a 100% functional website, bugs are bound to happen. As long as we host the website,
we guarantee all of our work and will fix any problems that were 100% our mistake for the life of the site. We also can not
guarantee any browser functionality for web browsers that are released after the completion of the website. The site will be
tested on Chrome, Firefox, Safari and Microsoft Edge browsers.
Maintenance/Updating
While we will provide tools for you to maintain the content on the website, we are also available for maintenance.
We take pride in offering very responsive maintenance service. Updates are typically completely the same day.
Maintenance is billed at $140/hour with a 15 minute minimum if we host the website or 1 hour minimum if we do not host
the website.
Timeline
This project can be completed within 3 months of agreement and delivery of materials. Development will be completed in
individual steps to ensure that the final product meets your expectations.
Cost and Terms
The cost of the project is $29,950. 25% is to be provided up-front, 25% upon design approval, 25% upon build out of
design and CMS tools, and remaining 25% upon completion of the project. Any additional development outside this scope
of work will be billed at $140/hour. An invoice will be presented upon completion of the project and payment is in Net 15
terms.
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 27 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Conclusion
We look forward to working with you on this exciting project. If you have any questions regarding this proposal, please
feel free to contact us by email at dennis@cleverconcepts.net or by phone at (805) 434-9994.
Sincerely,
Dennis Clevenger
Clever Concepts, Inc.
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 28 of 65
11.10.2023
VISIT ATASCADERO
PROPOSAL
PO BOX 4310 • PASO ROBLES • CALIFORNIA • 93446
p 805.434.9994 • f 805.434.9995 • WWW.CLEVERCONCEPTS.NET
Web Development Contract
This agreement is made by Clever Concepts, Inc. and
Visit Atascadero
6904 El Camino Real
Atascadero, CA 93422
1. Clever Concepts agrees to provide the Client web development services as described in proposal issued on November 10, 2023.
2. Invoices are due and payable within 15 days of presentation. Additionally, a late payment fee of 1.5% per month (18% Annual
Percentage Rate) will be assessed on all accounts 30 days or more past due. Checks returned for any reason are subject to a $50.00 service charge. We reserve the right to cease any service or development, for nonpayment of delinquent balances owed Clever
Concepts. Such cessation will continue until the account is brought current. Client agrees to pay any collection costs incurred by Clever
Concepts in collecting any past due accounts, including but not limited to attorney’s fees.
3. The Parties agree that in keeping with Federal Regulations, Client is solely and fully responsible for the content of the electronic
information that it places on the Clients web site.
4. Termination in the Event of Material Breach. Either party can terminate this Agreement immediately following breach of this Agreement by the other party and failure of the breaching party to cure within thirty (30) days after written notice of the breach, except that in the
event of non-payment by Client, Clever Concepts may terminate upon failure of Client to fully cure the non-payment.
5. Termination at will. In the event any party to this Agreement desires to terminate its Agreement, notice of that decision should be submitted in signed writing to the other party at least thirty (30) days prior to the desired date of termination, provided all work paid
by the client shall be completed prior to termination; if not Clever Concepts shall refund the appropriate amount to client for work
not performed. In addition, any work that Clever Concepts has completed that has yet to be paid by the client shall be paid to Clever
Concepts.
6. This Agreement constitutes the entire Agreement, including any Exhibit(s) attached hereto, understandings and representations,
expressed or implied, between Clever Concepts and Client with respect to services to be furnished hereunder; and it supersedes all prior
communications between the Parties. Oral statements made by representatives shall not be relied on by client and are not part of this Agreement.
7. Each person signing below represents that he/she has read the Agreement in their entirety; understands the terms; is duly authorized
to execute this Agreement on behalf of the Party indicated below by his or her name; agrees on behalf of such Party that such Party will be bound by those terms.
Customer
Name:
Date:
Clever Concepts, Inc.
Name:
Date:
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 1
Page 29 of 65
January 17,2024
Visit Atascadero
Proposal forWebsiteDesign &Development
Below is a proposal to develop a new website for Visit Atascadero.
Groundwork
In this initial phase,the Verdin team would host a kickoff meeting with Visit
Atascadero and Clever Concepts (CC)to determine specific goals and
functionality needed on the new site.This initial phase is estimated to be up to
two weeks,depending on client schedules,and is proposed to include the
following:
●Kickoff meeting with Visit Atascadero,Clever Concepts and Verdin
team to take a deep dive into the website and confirm specifics
needed on the new site
●Refreshed Sitemap and UX recommendations
$2,500
Get Working (Verdin)
In this phase,the Verdin team would develop the content and design direction
of the site.Estimate includes:
●Development of up to 20 pages of website copy
●Development of the design and layout for all of the major content
pages
●Development and implementation of SEO strategy,including metatags
and keywords
●Site review and recommendations on initial and final versions
of the dev site
●Project management
●Website hosting through Clever Concepts for one year
including:
○10GB Storage,additional bandwidth is $2/GB
○Daily managed backups,
○Web Statistics
$20,600
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 2
Page 30 of 65
○SSL Certificate
○Additional maintenance after website launch is billed
at $140/hour with a 15-minute minimum if Clever
Concepts hosts the website.
Get Working (Clever Concepts)
The scope will need to be confirmed following the initial kickoff meeting to
ensure that all needed functionality is included.
●Consulting &Project Management including:
○Client communication and meetings
○Task organization and management
○Review and testing of the developed site
●Site design of custom responsive theme including:
○Fully custom-designed mobile-optimized theme with
home page and inside page templates based on
design provided by Verdin
○The website will be hand-coded using a combination
of HTML,CSS,Javascript,and PHP
●Site development including:
○Setup of WordPress Content Management System
○Integration of multimedia elements,including photos
and videos
○Integration of Google Map
○Incorporation of social media follow buttons and
feeds (Instagram)
○Blog,either powered by CMS or custom integrate
WordPress into the website to prevent hacking
○Submission of a sitemap to search engines
○Carryover of all existing business listings from current
website
○Security:with our custom CMS,regular updates and
security patches are not necessary as hackers can’t
access the code
●Website go live
$29,950
NEW WEBSITE TOTAL:$53,050
2
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 2
Page 31 of 65
Contract Terms
Timeline
The timeline is subject to change if client due dates are not met or if the scope is
changed.If a client deadline is missed resulting in an expedited timeline,or work
is paused for a period of time,then a start up fee may be applicable to reevaluate
what has been done in order to restart work.
Force Majeure
In the event that any party is unable to perform its obligations under the terms of
this Agreement because of acts of God,strikes,equipment or transmission
failure or damage beyond its reasonable control,or other causes beyond its
reasonable control,such party shall not be liable to any other party for any
damages resulting from such failure to perform or otherwise from such causes.
Clever Concepts Contract Terms
Payments
The development cost of the project is $29,950.25%is to be provided up-front,
25%upon design approval,25%upon build out of design and CMS tools,and
remaining 25%upon completion of the project.Any additional development
outside this scope of work will be billed at $140/hour.An invoice will be
presented upon completion of the project and payment is in Net 15 terms.
Invoices are due and payable within 15 days of presentation.Additionally,a late
payment fee of 1.5%per month (18%Annual Percentage Rate)will be
assessed on all accounts 30 days or more past due.Checks returned for any
reason are subject to a $50.00 service charge.We reserve the right to cease
any service or development,for nonpayment of delinquent balances owed
Clever Concepts.Such cessation will continue until the account is brought
current.Client agrees to pay any collection costs incurred by Clever Concepts
in collecting any past due accounts,including but not limited to attorney’s fees.
Regulations
The Parties agree that in keeping with Federal Regulations,Client is solely and
fully responsible for the content of the electronic information that it places on
the Clients web site.
Termination
Termination in the Event of Material Breach.Either party can terminate this
Agreement immediately following breach of this Agreement by the other party
and failure of the breaching party to cure within thirty (30)days after written
notice of the breach,except that in the event of non-payment by Client,Clever
Concepts may terminate upon failure of Client to fully cure the non-payment.
Termination at will.In the event any party to this Agreement desires to
terminate its Agreement,notice of that decision should be submitted in signed
writing to the other party at least thirty (30)days prior to the desired date of
3
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 2
Page 32 of 65
termination,provided all work paid by the client shall be completed prior to
termination;if not Clever Concepts shall refund the appropriate amount to client
for work not performed.In addition,any work that Clever Concepts has
completed that has yet to be paid by the client shall be paid to Clever
Concepts.
Disclaimer
While we do our best to deliver a 100%functional website,bugs are bound to
happen.As long as we host the website,we guarantee all of our work and will
fix any problems that were 100%our mistake for the life of the site.We also
can not guarantee any browser functionality for web browsers that are released
after the completion of the website.The site will be tested on Chrome,Firefox,
Safari and Microsoft Edge browsers.The site will be search engine friendly,but
does not guarantee placement on any search engine.
Development Timeline
This project can be completed within 3 months of agreement and delivery of
materials.Development will be completed in individual steps to ensure that the
final product meets your expectations.
4
ITEM NUMBER: B-3
DATE: 01/24/24
ATTACHMENT: 2
Page 33 of 65
ITEM NUMBER: B-4
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS
IMPROVEMENT DISTRICT
Staff Report
2024 IPW Participation and Delegation
RECOMMENDATION:
ATBID Advisory Board review and provide staff direction regarding possible participation in the
2024 IPW by sending a delegation to the conference.
DISCUSSION:
IPW is upon us and we once again will have the opportunity to share in the destination booth
with Visit SLO CAL. This is a great opportunity to network and generate group business with
both regional and international travel partners. IPW 2024 will take place in May 2024, in Los
Angeles, California.
In 2023, Visit Atascadero was part of Visit SLO CAL’s 2023 IPW delegation in San Antonio,
Texas. The materials distributed 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. Ashlee
Akers attended and met with over 60 tour operators. A summary of leads generated from these
meetings were then distributed to all of the lodging owners via the ATBID Advisory Board’s email
newsletter.
If ATBID chooses to participate in a shared destination booth at the 2024 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, like “swag” items. Since this year does not require
airfare, the cost will be reduced slightly from the $8,000 spent in 2023 to $7,500. Sales leads
generated at the 2024 IPW will be shared with lodging owners, as in years past.
FISCAL IMPACT:
The cost to participate in the 2024 IPW conference is not to exceed $7,500.
ATTACHMENTS:
1. 2024 IPW SLO CAL Co-op Registration Form
2. 2024 IPW Booth & Registration Fees
Page 34 of 65
ITEM NUMBER: B-4
DATE:
ATTACHMENT:
01/24/24
1
IPW 2024 Registration Form
May 3 -7, 2024 Los Angeles, CA
Name:
Company:
Address:
Phone: Cell Phone:
Email:
Payment Information:
Payment Type: Check MC Visa Discover AMEX
*If paying by credit card, Visit SLO CAL will send you a secure link to pay online.
Yes, I would like to participate in IPW 2024 as a SLO CAL shared booth participant. I understand that the cost
to participate is estimated to be *$5,280. This includes a $1,400 registration fee (if purchased prior to
December 8th, 2023, $1,600 thereafter) and an estimate of $3,880 that includes shared double booth
registration, design and freight cost. I agree to send a check within 30 days of approval for the registration
cost of $1,400, or above is my credit card information with which you are authorized to charge.
You will be invoiced for the remaining balance of approximately *$3,880, 30 days prior to IPW (April 3rd,
2024) for which final payment will be due.
*Subject to change
Signature: Date:
Please note credit cards are charged a 3.5% and .15 cents processing fee.
Visit SLO CAL
T: 805.541.8000 | F: 805.541.8000 | www.SLOCAL.com
x
x
Page 35 of 65
NEW for 2024! Streamlined pricing and purchase process.
• Exhibitors may now purchase multiple booth spaces in the shopping cart under the same company record.
• No restrictions on the number of booth spaces purchased.
• Key Contact registrations are now complimentary for all booth types. See reverse for additional delegate fees.
EXPRESS AND STANDARD BOOTHS MEMBER LEVEL FEE
6.5’x6.5’ Express Booth MEMBER $3,800
NON-MEMBER $6,300
10’x10’ Booth MEMBER $6,000
NON-MEMBER $10,000
10’x10’ Shared Booth MEMBER $8,000
NON-MEMBER $12,000
NOTES:
• Exhibiting Chairman’s and Board Circle members are eligible for one complimentary 10’x10’ booth space.
Those purchasing multiple 10’x10’ booth spaces will be prompted to add the complimentary package to their
shopping cart before adding any 10’x10’ booth spaces at the member rate. • Exhibitors purchasing multiple 10’x10’ booths may still request “across-the-aisle” vs. in-line placement (or
combination).
• Booth fees include one complimentary Key Contact registration.
• The 6.5’x6.5’ Express Booth option offers a cost-effective turnkey opportunity for exhibitors with limited
budgets to experience IPW. The Express Booth is limited to one delegate, the Key Contact.
• A shared booth provides additional visibility for booth partners. Not all exhibitors qualify for a shared booth.
Island Booths (Open to Chairman’s and Board Circle Members)
• Island Booths are available only to Chairman’s and Board Circle members.
• May purchase multiple to achieve the desired total footprint.
• The required Island Booth Variance accounts for the two 10’x10’ booth spaces that separate the Island Booth
from neighboring linear booths. The fee accounts for the complimentary 10x10 booth space afforded Board-level members plus one additional space.
• Island booths must be purchased by December 8, 2023.
• A shared booth provides additional visibility for booth partners. Not all exhibitors qualify for a shared booth.
ISLAND BOOTHS FEE
20’x20’ Island Booth $24,000
20’x20’ Shared Island Booth $32,000
20’x30’ Island Booth $36,000
20’x30’ Shared Island Booth $48,000
Island Booth Variance $6,000
Mark your calendars! IPW 2024 takes May 3-7 (a Friday-Tuesday pattern, not the traditional Saturday-Wednesday pattern).
BOOTH AND REGISTRATION FEES FOR U.S. SUPPLIERS/EXHIBITORS
Revised 10/30/2023
ITEM NUMBER: B-4
DATE: 01/24/24
ATTACHMENT: 2
Page 36 of 65
IPW 2024 REGISTRATION AND BOOTH FEES FOR U.S. SUPPLIERS/EXHIBITORS
ADDITIONAL DELEGATE REGISTRATION FEES
ipw.com/exhibitors/exhibitor-delegate-categories MEMBER LEVEL EARLY RATE
Ends Dec. 8, 2023, 11:59 p.m. ET
STANDARD RATE
Begins Dec. 9, 2023, 12:00 a.m. ET
Exhibitor Delegate MEMBER $1,400 $1,600
NON-MEMBER $2,000 $2,200
Shared Booth Partner Delegate $1,900 $2,100
One-Day Exhibitor Delegate MEMBER $600
(Saturday/Sunday Only; Monday Only; OR Tuesday Only) NON-MEMBER $650
NOTES:
• Key Contact registrations are complimentary (one per booth holder). • Exhibitors may register up to four delegates per 10'x10' booth space. (Island booths: up to 16 delegates per 20’x20’; up to 24
delegates per 20’x30.’) Express Booths can only have one delegate: the Key Contact.
• In addition to the complimentary key contact, Chairman's Circle and Board Circle members receive three complimentary registrations. An additional registration is available to the board delegate (non-transferrable). The organization must have a booth to utilize any of the complimentary registrations.
• The complimentary board representative registration and any one-day badges do not count toward the four delegates per booth space limit. • An individual may only be registered with a single one-day registration (Media Marketplace PR Delegate, Saturday/Sunday Only
Exhibitor Delegate, Monday Only Exhibitor Delegate, OR Tuesday Only Exhibitor Delegate); if an individual is registered more than once using multiple one-day registration packages, the registrations will be cancelled and the individual will be re-registered as an Exhibitor Delegate. A revised invoice will be issued for the difference owed on the full access registration.
MEDIA MARKETPLACE FEES MEMBER LEVEL STANDARD RATE
Media Marketplace Package MEMBER $1,500
*not available with Express Booths
NON-MEMBER $2,000
Media Marketplace PR Delegate Registration MEMBER $600
Max 2; First is complimentary. NON-MEMBER $650
NOTES:
• Each table may be staffed with up to 2 delegates, each with their own appointment schedule. No additional badge fee is required if
an Exhibitor Delegate from your booth staffs the Media Marketplace table. (The booth’s Key contact may NOT be assigned to the Media Marketplace table as an appointment-taker.) If needed, however, you may purchase a Media Marketplace PR Delegate badge
for a PR Rep who is coming in just to staff the table.
• The first Media Marketplace PR Delegate Registration is complimentary; if you need to purchase a second one-day badge, the delegate fee will apply.
• The Media Marketplace PR Delegate registration is a limited-access pass that includes the IPW Opening Event on Saturday as well
as the following on Sunday: Brand USA Media Marketplace; IPW Luncheon, sponsored by Brand USA; and the Brand USA Media Marketplace Reception. The Media Marketplace PR Delegate badge does not provide access to the trade show floor on set-up days.
See note under Individual Delegate Registration Fees regarding multiple one-day badges.
PAYMENT POLICIES
1. To be eligible for the member rate, 2024 member dues must be paid by March 29, 2024, regardless of when the booth purchase
was made. If the dues payment is not received by March 29, 2024, the non-member rate will be applied to the IPW invoice (paid or unpaid), and balance billed. Questions? membership@ustravel.org
2. To be eligible for discounted registration rates, the purchase must be made and payment received by the discount deadline. Unpaid invoices will be amended to reflect the next rate period following the deadline (e.g., If an individual registers at the Early
Rate, but payment is not received for that individual by December 8, 2023, the Standard Rate will be applied to the unpaid invoice and balance billed.) 3. All invoices must be paid in full prior to being given access to the appointment schedule and/or receiving credentials onsite.
CANCELLATION POLICY
The Key Contact for the booth is solely responsible for notifying U.S. Travel of any changes or cancellations. There is no charge for delegate name changes/substitutions.
Refunds will be issued for cancellations as follows: • 100% refund: Cancellation notices submitted by February 23, 2024, 11:59 p.m. ET.
• 50% refund: Cancellation notices submitted February 24-March 22, 2024, 11:59 p.m. ET.
• No refund: Cancellation notices submitted on or after March 23, 2024.
Should U.S. Travel cancel IPW 2024 for any reason, U.S. Travel shall refund the full amount of the booth, Media Marketplace package
and delegate registration fees.
In the event that government restrictions make it impossible for registered delegate(s) to attend IPW in person, delegates will be registered to participate in the virtual component of IPW. If a virtual component of the IPW does not take place, U.S. Travel shall refund
Company the full amount of the Fee(s).
ITEM NUMBER: B-4
DATE: 01/24/24
ATTACHMENT: 2
Page 37 of 65
ITEM NUMBER: B-5
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Update on Visit SLO CAL’s Travel and Tourism Customer
Service Training Program
RECOMMENDATION:
ATBID Advisory Board receive and file an update on Visit SLO CAL’s travel and tourism
customer service training program entitled SLO CAL Welcome.
DISCUSSION:
Visit SLO CAL will be presenting the current progress of SLO CAL Welcome, the
customer service training program they developed for the SLO Country Travel &
Tourism Industry. SLO CAL Welcome has made great success among the local
businesses in SLO County and Visit SLO CAL’s team is looking for feedback from the
TBID board on how to reach more businesses to continue to advance the program
further.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. Visit SLO CAL Welcome Presentation
Page 38 of 65
Customer Service Training
Summer 2023
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 39 of 65
2
What is SLO CAL Welcome?
A first of its kind, certified online customer service-learning program specifically
designed for San Luis Obispo County’s (SLO CAL) Travel & Tourism industry.
Visit SLO CAL funded the development of this program to increase customer
service skills and visitor satisfaction across the county, providing a valuable tool
for employers to add to their workforce development resources.
•The self-paced program is designed for customer-facing employees or
volunteers in the tourism and hospitality industry
•It will provide knowledge, tools and resources to be experts in customer
service
•It’s free to all and available in English and Spanish
•Available on both mobile and desktop
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 40 of 65
3
Curriculum
The curriculum was developed in collaboration with lodging
investors, destination partners and stakeholders across SLO CAL
(including Gala Pride & Diversity Center and R.A.C.E. Matters SLO for EDI )
There are six required modules:
1.Introductory Customer Service
2.Intermediate Customer Service
3.Advanced Customer Service
4.Equity, Diversity and Inclusion
5.Specialized Modules industry specific: Lodging, Restaurant and Experiential Attractions
6.Destinations
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 41 of 65
4
SLO CAL Welcome Expert
Participants who complete the training will receive a certificate
and pin and become a certified, SLO CAL Welcome expert –
TBD Experts to date!
•Participants have 90 days to complete program from time
of registration
•Program is estimated to take between 3-5 hours
•Each module approximately 30 minutes.
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 42 of 65
5
SLO CAL Welcome Experts in
Service
Businesses with employees who successfully
complete training will become certified "SLO CAL
Welcome Experts in Service"
Experts in service receive:
•An Expert in Service star plaque
•SLOCAL.com promotion
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 43 of 65
FOOTER 6
SLO CAL Welcome Progress to Date
Registered Users: 1106
Certified SLO CAL Welcome Experts: 860
Certified SLO CAL Welcome Expert in Service Businesses: 35
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 44 of 65
8
How can Visit SLO CAL reach
new businesses?
How businesses can get involved:
SLO CAL Welcome Business Intent Forms and registration information can be found on SLOCAL.com/Welcome.
•Participants must self-register.
•Contact SLOCALWelcome@slocal.com with questions.
ITEM NUMBER: B-5
DATE: 01/24/24
ATTACHMENT: 1
Page 45 of 65
ITEM NUMBER: B-6
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Quarterly Marketing Report and Discussion of Initial Results from Denver
Market Activation
RECOMMENDATION:
ATBID Advisory Board:
1. Receive and file Verdin Marketing’s Quarterly Marketing Report for Q2 2023.
2. Discuss results from Visit SLO CAL’s 2023 Denver market activation co-op.
DISCUSSION:
Verdin’s marketing plan summary and review performance can be found in the stat summary
(Attachment 1).
Quarter 2 (October – December 2023) shows stat summary of the success of the
Fall/Winter campaign. Atascadero is seeing strong success with the new Google Max tactic,
as well as on social media. Verdin and City staff has decided to optimize tactics and pull the
programmatic display to feature a stronger Google search campaign that will enhance
performance. Social media engagement was strong within Facebook and dropped slightly
with Instagram, so Verdin and City staff is finetuning the social media posting schedule to
see if that will improve results.
The e-newsletter continues to exceed the industry benchmark of 22% with an average open
rate of 50%, and Visit Atascadero website traffic increased by 28% YOY, which is also a
great result.
Under the quarterly marketing report, the ATBID Advisory Board will have the opportunity to
review and discuss results from Visit SLO CAL’s Denver key market activation co-op
opportunity that took place late October 2023.
FISCAL IMPACT:
None.
ATTACHMENT:
1. ATBID Stat Summary – Q2 FY24
Page 46 of 65
January 5,2024
Visit Atascadero
Quarter 2 Stat Report
Summary of Performance
Programmatic Video was slightly under CTR benchmark,but had a very good VCR,meaning that when the ad
was served as an impression our target audience was viewing it to completion.CTV exceeded the 98%VCR
benchmark,demonstrating it is still the superior brand awareness tactic.While streaming audio VCR appears
low,it did drive 83 clicks and had a better CTR than display and video.Optimizations will be made on all
digital channels to enhance performance.
Google Performance Max had a strong CTR compared to our other media channels.To bolster these results a
retargeting search campaign will be activated reaching visitors that took specific action on the site.
Overall,Meta was the top performing tactic and had a very engaged audience with CTRs surpassing
Performance Max and programmatic.Benchmark CTR for Meta overall is 1%,so tripling that is a huge win for
the campaign.We recommend continuing this tactic and using it to test creatives and audiences.
Paid Media
Total Campaign Summary:
●Impressions:2,160,593
●Clicks:24,344
●Avg.CTR:1.13%
●Visits/Conversions:118
Channel Creative Impressions Clicks CTR VCR Conversions
Programmatic Video All in Atascadero 351,021 558 0.16%86.38%N/A
Programmatic Display All in Atascadero 249,801 410 0.16%N/A N/A
CTV All in Atascadero 170,222 N/A N/A 99%N/A
Streaming Audio All in Atascadero 94,990 83 0.18%39.71%N/A
Google
Performance Max
All in Atascadero 908,844 11,079 1.22%N/A 118
Social Media (FB/IG)All in Atascadero 182,190 6,741 3.7%0.38%N/A
Social Boosted Posts Multiple 203,525 5,473 2.68%N/A N/A
ITEM NUMBER: B-6
DATE: 01/24/24
ATTACHMENT: 1
Page 47 of 65
Owned Media
Email Marketing Campaign Results:
Verdin developed and deployed three monthly e-newsletters in
Q2.They included information on local events,holiday
happenings and local businesses.Below are the results:
October 3:
⎻Open rate:51.9%
⎻Click rate:5.8%
⎻Total clicks:287
November 3:December 5:
⎻Open rate:53.8%-Open rate:49.9%
⎻Click rate:7.3%-Click rate:2.6%
⎻Total clicks:372 -Total clicks:143
Social Media Results:
ITEM NUMBER: B-6
DATE: 01/24/24
ATTACHMENT: 1
Page 48 of 65
Top Posts:
Localhood -Crowdriff Partnership:
ITEM NUMBER: B-6
DATE: 01/24/24
ATTACHMENT: 1
Page 49 of 65
Website Analytics:Comparing 2022 v.2023
ITEM NUMBER: B-6
DATE: 01/24/24
ATTACHMENT: 1
Page 50 of 65
ITEM NUMBER: B-6
DATE: 01/24/24
ATTACHMENT: 1
Page 51 of 65
ITEM NUMBER: B-7
DATE: 01/24/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Budget Overview and Monthly Report
RECOMMENDATION:
ATBID Advisory Board receive and file the Budget Overview and Monthly Report.
DISCUSSION:
The ATBID summary and expenditure reports show the expenditures that have been
submitted through November 2023. The Transient Occupancy Tax (TOT) report is also
provided, showing TOT revenues to date. The 2022-2023 fiscal year numbers have not
been finalized and are subject to change.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. ATBID Expenditure Detail Report (FY 23-24)
2. ATBID Summary 23-24
3. Tourism Report – Transient Occupancy Tax Revenues (1.10.24)
4. Visit Atascadero Marketing Budget Detail Report 2023-2024
Page 52 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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 0.00 175,000.00 0.00 175,000.00 0.00
0000.6077025 Digital Media Advertising 0.00 0.00 0.00 0.00 0.00 0.00
110,000.00 7/1/2023 po PO 02564
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
49.95 7/1/2023 ap IN 15506
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 176001
-771.20 7/31/2023 po LI 11405
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
771.20 7/31/2023 ap IN 11405
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 175677
84.95 8/1/2023 ap IN 15827
235Line Description: WEBSITE MAINTENANCE
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 175463
1Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 53 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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)
-664.11 8/31/2023 po LI 11443
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
664.11 8/31/2023 ap IN 11443
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 175952
189.95 9/4/2023 ap IN 15980
235Line Description: WEBSITE MAINTENANCE
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 175856
10,142.01 9/30/2023 ap IN 11507
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176214
-10,142.01 9/30/2023 po LI 11507
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176214
469.95 10/1/2023 ap IN 16127
235Line Description: SECURE WEB HOSTING,WEBSITE MAI
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 176001
13,078.27 10/31/2023 ap IN 11547
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176460
2Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 54 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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)
-13,078.27 10/31/2023 po LI 11547
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
49.95 11/1/2023 ap IN 16294
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 176261
9,550.82 11/30/2023 ap IN 11578
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176712
-9,550.82 11/30/2023 po LI 11578
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176712
35,051.16 35,051.16 0.000000.6077025 Digital Media Advertising 75,793.59 -110,844.75 0.00
0000.6077060 Advertising 0.00 0.00 0.00 0.00 0.00 0.00
20,000.00 7/1/2023 po PO 02564
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
3,750.00 7/1/2023 ap IN 230110
235Line Description: 2023 SPONSORSHIP
Vendor: 04221 CALIFORNIA MID-STATE FAIR Check # 175021
3Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 55 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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 (Continued)
626.64 9/30/2023 ap IN 11507
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176214
-626.64 9/30/2023 po LI 11507
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176214
5,625.00 10/19/2023 ap IN 11520
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176344
-5,625.00 10/19/2023 po LI 11520
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176344
4,170.11 10/31/2023 ap IN 11551
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176460
-4,170.11 10/31/2023 po LI 11551
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176460
5,876.47 11/30/2023 ap IN 11578
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176712
4Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 56 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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 (Continued)
-5,876.47 11/30/2023 po LI 11578
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176712
20,048.22 20,048.22 0.000000.6077060 Advertising 3,701.78 -23,750.00 0.00
Total Advertising 76.91 55,099.38 55,099.38 79,495.37 40,405.25 175,000.00
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 0.00 172,500.00 0.00 172,500.00 0.00
0000.6501125 Promotions Consultants 0.00 0.00 0.00 0.00 0.00 0.00
90,000.00 7/1/2023 po PO 02564
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
9,465.00 7/31/2023 ap IN 11405
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 175677
-9,465.00 7/31/2023 po LI 11405
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
330.00 7/31/2023 ap IN 11410
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 175677
5Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 57 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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)
-330.00 7/31/2023 po LI 11410
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
8,820.00 8/31/2023 ap IN 11443
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 175952
-8,820.00 8/31/2023 po LI 11443
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
9,675.00 9/30/2023 ap IN 11507
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176214
-9,675.00 9/30/2023 po LI 11507
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176214
13,935.00 10/31/2023 ap IN 11547
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176460
-13,935.00 10/31/2023 po LI 11547
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
6Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 58 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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)
7,507.50 11/30/2023 ap IN 11578
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176712
-7,507.50 11/30/2023 po LI 11578
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176712
49,732.50 49,732.50 0.000000.6501125 Promotions Consultants 40,267.50 -90,000.00 0.00
0000.6509010 Other Professional Services 0.00 0.00 0.00 0.00 0.00 0.00
2,291.67 7/1/2023 je GJ JE24 07-19
235Line Description: ATBID Admin Service Fee - July
2,291.67 8/1/2023 je GJ JE24 08-12
235Line Description: ATBID Admin Service Fee-August
2,291.67 9/1/2023 je GJ JE24 09-13
235Line Description: ATBID Admin Service Fee - Sept
2,291.67 10/1/2023 je GJ JE24 10-17
235Line Description: ATBID Admin Service Fee - Oct
2,291.67 11/1/2023 je GJ JE24 11-10
235Line Description: ATBID Admin Service Fee - Nov
11,458.35 11,458.35 0.000000.6509010 Other Professional Services 0.00 -11,458.35 0.00
0000.6509032 Additional Promotional Services 0.00 0.00 0.00 0.00 0.00 0.00
-7,500.00 7/27/2023 je GJ JE24 07-07
235Line Description: Reclass-Cider Fest Sponsorship
7,500.00 7/27/2023 je GJ JE24 07-07
235Line Description: Reclass-Cider Fest Sponsorship
7Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 59 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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
0000.6509032 Additional Promotional Services (Continued)
7,500.00 7/27/2023 ap IN 1002
235Line Description: CIDER FESTIVAL SPONSORSHIP
Vendor: 09239 CENTRAL COAST CIDER ASSC. Check # 175319
5,000.00 7/31/2023 ap IN 14392
235Line Description: 2023 SPARTAN RACE CO-OP
Vendor: 00406 VISIT SLO CAL Check # 175679
20,000.00 9/14/2023 ap IN 857
235Line Description: ATASCADERO FALL FEST GRANT
Vendor: 08621 EN FUEGO EVENTS Check # 175871
7,500.00 11/2/2023 ap IN 23AT2
235Line Description: 2023 NOVEMBER EVENT
Vendor: 07251 GARAGISTE EVENTS, INC. Check # 176401
7,500.00 11/7/2023 ap IN 22PR10
235Line Description: 2022 NOVEMBER EVENT
Vendor: 07251 GARAGISTE EVENTS, INC. Check # 176401
47,500.00 47,500.00 0.000000.6509032 Additional Promotional Services 0.00 -47,500.00 0.00
Total Contract Services 86.35 108,690.85 108,690.85 40,267.50 23,541.65 172,500.00
0000.6600000 Professional Development
0000.6600000 Professional Development 0.00 0.00 8,000.00 0.00 8,000.00 0.00
0000.6605010 Local Chapter Dues 0.00 0.00 0.00 0.00 0.00 0.00
8Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 60 of 65
01/10/2024
CITY OF ATASCADERO
9:44AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 11/30/2023
Periods: 0 through 5
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
0000.6605010 Local Chapter Dues (Continued)
475.00 7/1/2023 ap IN 2055
235Line Description: MEMBERSHIP RENEWAL
Vendor: 07173 CENTRAL COAST TOURISM COUNCIL Check # 175320
475.00 475.00 0.000000.6605010 Local Chapter Dues 0.00 -475.00 0.00
Total Professional Development 5.94 475.00 475.00 0.00 7,525.00 8,000.00
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 4,140.00 0.00 4,140.00 0.00
Total Department Service Charges 0.00 0.00 0.00 0.00 4,140.00 4,140.00
Total Operating Services and Supplies 78.92 164,265.23 164,265.23 119,762.87 75,861.90 359,890.00
0000.7000000 Special Purchases, Projects, and Studies
0000.7800000 Community Funding
0000.7805029 Opportunities Fund 0.00 0.00 60,000.00 0.00 60,000.00 0.00
Total Special Purchases, Projects, and Studies 0.00 0.00 0.00 0.00 60,000.00 60,000.00
67.64 164,265.23 164,265.23 119,762.87 135,861.90 419,890.00Total Atascadero Tourism Bus Improv Dist
Grand Total 164,265.23 164,265.23 67.64 119,762.87 135,861.90 419,890.00
9Page:
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 1
Page 61 of 65
FUND TYPE
235 Special Revenue
YTD ACTUAL*
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL*2023-2024 BUDGETED
2018-2019 2019-2020 6/30/2021 6/30/20222 6/30/20223 through 11/30/2023 2023-2024
REVENUES
41530.6300 Taxes and Assessments 278,184$ 224,609$ 277,287$ 409,652$ 431,401$ 134,240$ 414,120$
45920.0003 Assessment Penalties - 133 - 933 3,904 124 -
46110.0000 Investment Earnings 9,631 10,720 2,027 (11,341) 2,966 - 19,400
Total Revenue 287,815 235,462 279,314 399,244 438,271 134,364 433,520
EXPENSES
6050000 Office Expense - - - 264 - - 250
6070000 Advertising 178,720 120,110 43,142 127,366 126,556 55,099 175,000
6400000 Operating Supplies - - - - - - -
6500000 Contract Services **143,482 120,525 106,295 143,436 163,051 108,691 172,500
6600000 Professional Development 425 - - 731 - 475 8,000
6740000 Business Development - - - - - - -
6900000 Administration 2,782 2,246 2,774 4,106 4,353 1,344 4,140
7805029 Opportunities Funding - - - - - - 60,000
Total Expenses 325,408 242,881 152,211 275,903 293,960 165,609 419,890
NET INCOME/(LOSS)(37,593) (7,419) 127,103 123,341 144,311 (31,245) 13,630
BEGINNING AVAILABLE BALANCE 318,679 281,086 273,667 400,770 524,111 668,422 644,360
ENDING AVAILABLE BALANCE 281,086$ 273,667$ 400,770$ 524,111$ 668,422$ 637,177$ 657,990$
*Actual numbers are unaudited, not yet finalized and are subject to change
**Contract Services
Special Events
Atascadero Fall Festival Sponsorship 2023 20,000$
Cider Festival Sponsoship 7,500
Garagiste Events 15,000
Spartan Race Co-Sponsorship 5,000
Destination Marketing Services 49,733
Administrative Services Fee 11,458
108,691$
Atascadero Tourism Business Improvement District (ATBID) Fund
1/10/2024
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 2
Page 62 of 65
City of Atascadero
Tourism Report
Transient Occupancy Tax Revenues
Jul-Sep Oct-Dec Jan-Mar Apr-Jun
1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL
Fiscal Year 2014 254,557.46$ 158,389.32$ 134,033.44$ 232,385.37$ 779,365.59$
Fiscal Year 2015 262,246.00$ 171,527.07$ 204,920.33$ 261,362.41$ 900,055.81$
Fiscal Year 2016 387,196.75$ 260,522.61$ 234,591.13$ 359,952.40$ 1,242,262.89$
Fiscal Year 2017 441,814.34$ 259,716.23$ 236,432.90$ 399,564.75$ 1,337,528.22$
Fiscal Year 2018 446,835.24$ 307,035.82$ 237,705.86$ 384,921.01$ 1,376,497.93$
Fiscal Year 2019 442,255.82$ 305,426.85$ 236,855.54$ 406,434.26$ 1,390,972.47$
Fiscal Year 2020 454,062.15$ 325,569.25$ 207,088.63$ 136,898.64$ 1,123,618.67$
Fiscal Year 2021 348,012.06$ 275,644.27$ 241,653.81$ 503,542.34$ 1,368,852.48$
Fiscal Year 2022 *624,858.40$ 498,385.17$ 388,893.34$ 609,246.66$ 2,121,383.57$
Fiscal Year 2023 *625,917.25$ 470,541.39$ 347,201.52$ 583,045.37$ 2,026,705.53$
Fiscal Year 2024 *667,332.68$ -$ -$ -$ 667,332.68$
* 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-7
DATE: 01/24/24
ATTACHMENT: 3
Page 63 of 65
462.90
532,504.78
532,041.88
531,360.66
(681.22)
3760 56.40
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 3
Page 64 of 65
July 1, 2023
Marketing Budget
Visit Atascadero | Budget: $220,000
Detailed Spending Actual Actual Actual Actual Actual Actual 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 $2,190 $1,770 $1,995 $1,800 $1,485 $1,960 $1,800 $1,800 $1,800 $1,800 $1,800 $22,000 $0
Marketing Plan $5,000 $1,928 $645 $2,422 ---------$4,994 $6
Creative Developement $36,000 $2,183 $2,520 $2,340 $8,066 $2,453 $2,933 $3,000 $3,000 $3,000 $3,000 $2,000 $1,507 $36,000 $0
Photo/Video Asset Development $10,000 ---$8,126 -$1,875 ------$10,001 -$1
Website Blog and Updates $4,500 $210 $240 $495 $120 $800 $900 $885 $850 $4,500 $0
Social Media $21,500 $1,800 $1,800 $1,770 $1,860 $1,815 $1,860 $1,800 $1,800 $1,800 $1,800 $1,795 $1,600 $21,500 $0
Email Marketing $12,000 $1,021 $996 $981 $996 $996 $1,010 $1,000 $1,000 $1,000 $1,000 $1,000 $999 $12,000 $0
Public Relations $5,000 $120 $225 $405 $315 $300 $195 $280 $200 $2,500 $460 --$5,000 $0
Media Planning $4,000 $600 $375 $150 $465 $315 $285 $310 $300 $300 $300 $300 $300 $4,000 $0
Media Buy $100,000 $575 $493 $9,949 $10,320 $15,136 $5,527 $8,000 $12,000 $12,000 $11,500 $11,000 $3,500 $100,000 $0
Summary: Actual to Budget
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL TOTAL
Invoice Totals $220,000 $10,236 $9,484 $19,787 $32,638 $22,935 $15,170 $17,150 $21,000 $22,400 $20,745 $17,895 $10,556 $219,996
Added Value $510 $0 $30 $1,650 $2,190
Out of Scope Actual Actual Actual Actual Actual Actual Proj.Proj.Proj.Proj.Proj.Proj.
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL Remaining
Santa Margarita Web Updates $2,000 $330 $1,665 $1,995 $5
Denver Activation $2,000 $657 $1,301 $1,957 $43
Spartan Swag $1,500 $1,205 $1,205 $295
Summary: Actual to Budget
Budget Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun TOTAL TOTAL
Invoice Totals $4,000 $330 $0 $657 $4,170 $0 $0 $0 $0 $0 $0 $0 $0 $5,157
Added Value $0
ITEM NUMBER: B-7
DATE: 01/24/24
ATTACHMENT: 4
Page 65 of 65