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HomeMy WebLinkAboutTBID_2024-02-28_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 35 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT AGENDA Wednesday, February 28, 2024, at 3:00 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. LODGING OWNERS MEETING: Room 106 in City Hall at 2:30 pm; ATBID Advisory Board meeting immediately following in the Club Room. A. CONSENT CALENDAR: 1. ATBID Board Draft Action Minutes – January 24, 2024 ▪ Recommendation: ATBID Advisory Board approve the January 24, 2024, Regular Meeting Draft Action Minutes. [City Staff] 2. ATBID Advisory Board Amended 2024 Meeting Schedule ▪ Fiscal Impact: None. ▪ Recommendation: ATBID Advisory Board approve the proposed amended ATBID Advisory Board meeting schedule and new location for the remainder of meetings in calendar year 2024. [City] B. BUSINESS ITEMS: 1. Central Coast Craft Beer Festival Update ▪ Fiscal Impact: None. ▪ Recommendation: ATBID Advisory Board receive and file the Central Coast Brewers Consortium’s event update for March 23, 2024. [Central Coast Brewers Consortium] Page 2 of 35 2. Mission College Preparatory Catholic High School Job Fair Opportunity ▪ Fiscal Impact: None. ▪ 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 2024 job fair. [City] 3. California Welcome Center Opportunity ▪ Fiscal Impact: Not yet determined. ▪ Recommendation: ATBID Advisory Board review and provide staff direction to explore locations for the San Luis Obispo County location of the California Welcome Center. [City] 4. 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): 1. New event sponsorship opportunity for “Garden Lights & Winter Nights” Sunken Gardens Holiday Lighting. (March) 2. Garagiste Renewal & 2024 Special Event Sponsorship Renewal. (March) 3. California Mid-State Fair Sponsorship Proposal. (March) 4. Quarterly Marketing Report. (April) 5. 2024-2025 ATBID Annual Assessment. (May) 6. Marketing Services Contract Renewal. (May) F. ADJOURNMENT: Page 3 of 35 ITEM NUMBER: A-1 DATE: 02/28/24 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT DRAFT MINUTES Wednesday, January 24, 2024 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 Vacant: One vacancy Absent: None Staff Present: City Manager James R. Lewis, Director of Community Services & Promotions Terrie Banish, Website & Social Media Technician Amanda Muther, and Deputy City Clerk Dillon James APPROVAL OF AGENDA: MOTION BY: O’Malley SECOND BY: Ketchum 1. Approve this agenda. AYES (4): O’Malley, Sohi, Ketchum, and Harden 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, Jeffrey Lemus, Kamal Patel, Robert Patel, Matt Halvorson, Alyssa Manno, Michelle Barrera, and Aleigh Hogan. Chairperson Harden closed the Public Comment period. Page 4 of 35 ITEM NUMBER: A-1 DATE: 02/28/24 A. CONSENT CALENDAR 1. ATBID Advisory Board Draft Action Minutes – November 15, 2023 ▪ Recommendation: ATBID Advisory Board approve the November 15, 2023, Regular Meeting Draft Action Minutes. [City Staff] MOTION BY: Sohi SECOND BY: Ketchum 1. Approve consent calendar. AYES (4): O’Malley, Sohi, Ketchum, and Harden Passed 4-0 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] Andres Nuno with En Fuego Events presented this item and answered questions from the Advisory Board. The Advisory Board encouraged Mr. Nunes to focus on musical talents from outside the immediate area, whose core fans may travel to Atascadero to attend the festival and boost local lodging business. 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 November 2024 Atascadero Fall Festival in the amount of $20,000. AYES (4): O’Malley, Sohi, Ketchum, and Harden Passed 4-0 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] Page 5 of 35 ITEM NUMBER: A-1 DATE: 02/28/24 Matt Halvorson with Visit SLO CAL presented this item and answered questions from the Advisory Board. The Advisory Board expressed a preference for the two Atascadero- related game squares to honor historic City Hall and the Charles Paddock Zoo, and provided further encouragement to Mr. Halvorson in pursuing the Monopoly board game co-op opportunity. 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: Sohi 1. Sponsor two Atascadero-related game squares for the Visit SLO CAL-edition of the Monopoly board game. AYES (4): O’Malley, Sohi, Ketchum, and Harden Passed 4-0 3. Visit Atascadero Website Upgrade Scope of Work ▪ Fiscal Impact: Up to $53,050. ▪ Recommendation: ATBID Advisory Board discuss and provide staff direction for recommended upgrades to the Visit Atascadero website. [Verdin] Ashley Akers with Verdin Marketing presented this item and answered questions from the Board. The Advisory Board agreed with Ms. Akers’ assessment that the upgraded Visit Atascadero website should not be based on a proprietary platform, but should instead use a customizable format, such as WordPress. The Advisory Board was also reminded to factor in ongoing Visit Atascadero website maintenance in the ATBID budget. 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. Proceed with Visit Atascadero website upgrades conducted by Verdin Marketing in an amount not to exceed $53,050. AYES (4): O’Malley, Sohi, Ketchum, and Harden Passed 4-0 4. IPW 2024 Participation and Delegation ▪ Fiscal Impact: Up to $7,500. Page 6 of 35 ITEM NUMBER: A-1 DATE: 02/28/24 ▪ 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] Director of Community Services & Promotions Banish and Verdin Marketing’s Ashlee Akers presented this item and answered questions from the Advisory Board. The Advisory Board expressed support for Ms. Akers’ ongoing annual attendance at IPW. PUBLIC COMMENT: Chairperson Harden opened public comment. The following citizens provided public comment on this item: Matt Halvorson, Jeffrey Lemus, and Kamal Patel Chairperson Harden closed public comment. MOTION BY: Sohi SECOND BY: Ketchum 1. Sponsor 2024 IPW participation in an amount not to exceed $7,500. AYES (4): O’Malley, Sohi, Ketchum, and Harden Passed 4-0 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] Alyssa Manno with Visit SLO CAL presented this item and answered questions from the Advisory Board. The Advisory Board expressed a desire for the SLO CAL Welcome customer service training program to include a separate module for restaurant and winery workers, and a further emphasis on cyclical local events. PUBLIC COMMENT: Chairperson Harden opened public comment. The following citizens provided public comment on this item: Jeffrey Lemus. Chairperson Harden closed public comment. The SLO CAL Welcome update was received and filed. 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 Q3 2023. 2. Discuss results from Visit SLO CAL’s Denver Co-op. [City/Verdin/Visit SLO CAL] Page 7 of 35 ITEM NUMBER: A-1 DATE: 02/28/24 Director of Community Services & Promotions Banish and Verdin Marketing’s Ashlee Akers presented this item and answered questions from the Advisory Board. PUBLIC COMMENT: Chairperson Harden opened public comment. The following citizens provided public comment on this item: None. Chairperson Harden closed public comment. The Quarterly Marketing Report was received and filed. 7. Budget Overview and Monthly Report ▪ Fiscal Impact: None. ▪ Recommendation: ATBID Advisory Board receive and file the Budget Overview and Monthly Report. [City/Verdin] Director of Community Services & Promotions Banish and Verdin Marketing’s Ashlee Akers presented this item and answered questions from the Advisory 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: None. F. ADJOURNMENT Chairperson Harden adjourned the meeting at 4:40 P.M. MINUTES PREPARED BY: ______________________ Dillon James Deputy City Clerk APPROVED: Page 8 of 35 ITEM NUMBER: A-2 DATE: 02/28/24 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report ATBID Advisory Board Amended 2024 Meeting Schedule RECOMMENDATION: ATBID Advisory Board approve the proposed amended ATBID Advisory Board meeting schedule and new meeting location for the remainder of meetings in calendar year 2024. DISCUSSION: In April 2023, the ATBID Advisory Board approved a meeting schedule for the remainder of 2023 that shifted monthly Advisory Board meetings to the fourth Wednesday of each month, excluding months in which there are no meetings, such as July and December, and November, when the meeting is held on the third Wednesday to accommodate the Thanksgiving holiday. After nearly a year with this schedule, City staff believe shifting Advisory Board meetings to the third Wednesday of each month may actually be a better schedule for staff who assist with City Council meetings as well. If the ATBID Advisory Board holds their meetings on the third Wednesday of each month, this allows the Deputy City Clerk to compile and publish the ATBID Advisory Board agenda packet during a week in which a City Council agenda packet is not also due. The City would also like to shift the physical meeting location to Room 306 in City Hall, which allows for greater public participation and technological capacity. FISCAL IMPACT: None. ATTACHMENT: 1. ATBID Board Amended 2024 Meeting Schedule Page 9 of 35 ITEM NUMBER: A-2 DATE: ATTACHMENT: 02/28/24 1 Advisory Board for the Tourism Business Improvement District ATBID Board AMENDED 2024 Meeting Schedule MEETING DATE TYPE OF MEETING March 20 Regular April 17 Regular May 15 Regular June 19 Regular July 17 Regular August NO MEETING September 18 Regular October 16 Regular November 20 Regular December NO MEETING Meetings are held at 2:30 p.m. City Hall, Room 306 6500 Palma Avenue, Atascadero, CA 93422 (805) 470-3400 Page 10 of 35 ITEM NUMBER: B-1 DATE: 02/28/24 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Central Coast Craft Beer Festival Update RECOMMENDATION: ATBID Advisory Board receive and file the Central Coast Craft Brewers Consortium’s event update for the Central Coast Craft Beer Festival to be held on March 23, 2024. DISCUSSION: At the April 19, 2023, ATBID Advisory Board Meeting, the Central Coast Brewers Consortium presented their event recap for the 2023 Central Coast Craft Beer Festival and a sponsorship request for the 2024 event as well. Following the presentation, the Advisory Board approved a $5,000 ATBID sponsorship of the 2024 Central Coast Craft Beer Festival. The Central Coast Craft Brewers Consortium will prove an oral presentation and update of the event and what to expect on March 23, 2024. FISCAL IMPACT: None. ATTACHMENTS: None. Page 11 of 35 ITEM NUMBER: B-2 DATE: 02/28/24 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Mission College Preparatory Catholic High School Job Fair Opportunity RECOMMENDATION: ATBID Advisory Board review and provide staff direction regarding Visit Atascadero’s opportunity for a booth at Mission College Preparatory Catholic High School’s March 2024 job fair. DISCUSSION: The ATBID Advisory Board has an opportunity to be involved with the Mission College Preparatory Catholic High School’s (Mission Prep) job fair taking place on March 28, 2024, from 9:45 – 11:25 am at the school’s campus. The Mission Prep Job Fair features 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 the ATBID 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 Advisory Board. FISCAL IMPACT: None. ATTACHMENT: 1. March 2024 Mission Prep Job Fair Flyer Page 12 of 35 ITEM NUMBER: B-2 DATE: 02/28/24 ATTACHMENT: 1 Page 13 of 35 ITEM NUMBER: B-3 DATE: 02/28/24 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report California Welcome Center Opportunity RECOMMENDATION: ATBID Advisory Board review and provide staff direction to explore locations for the San Luis Obispo County location of the California Welcome Center. DISCUSSION: The opportunity to consider the California Welcome Center with Atascadero being a location for the center has been brought to our attention. In late 2019, Visit Atascadero submitted a proposal to Visit SLO CAL to potentially host the recently closed California Welcome Center in the Atascadero Chamber of Commerce. As a result of this proposal, the California Welcome Center was awarded to the Pismo Beach Outlets. Since that time, the Center was not as successful as Visit SLO CAL was hoping and new locations are being considered in SLO County. The proposal included is what was penciled out for the opportunity in 2020. There will be an oral presentation as to what the requirements look like and if this is an opportunity to pursue. If we consider submitting a proposal, it will require the ATBID, Atascadero Chamber, and City of Atascadero to support it. FISCAL IMPACT: Not yet known at this time. ATTACHMENTS: 1. California Welcome Center – December 2019 ATBID Proposal 2. California Welcome Center Initial Budget – December 2019 Page 14 of 35 December, 2019Visit Atascadero Submission of Interest to Host the SLO County California Welcome Center ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 15 of 35 Introduction Thank you for expanding the conversation amongst your supporting destinations to explore opportunities for the new location of the SLO County California Welcome Center. This is a topic that our Boards, our stakeholders and the supporting team expressed a great amount of interest in pursuing. With Atascadero’s central location in the county, easy access to the most trafficked highways in the region, and new growth and development, we are confident that a California Welcome Center located in our downtown core will offer the ideal solution to promoting the entire SLO CAL destination and California to its visiting tourists. It is Visit Atascadero’s approach as a supporting and collaborative destination that we feel most strongly positions us for this opportunity. While there are attractions and activities abound within the boundaries of what the Visit Atascadero brand promotes, we have always felt strongly about promoting all of the SLO CAL destination communities to best serve the interests of our visitors. With these factors in mind, we look forward to sharing more in the following pages about the exact hosting location and the allocation of resources to support a California Welcome Center and allow it to maximize its potential of serving visitor needs. visitatascadero.com | info@visitatascadero.com ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 16 of 35 Location After exploration of multiple locations in Atascadero, it quickly became clear that the established infrastructure and the easily accessible location of the Atascadero Chamber of Commerce office best positions it to achieve the goals and purpose of a Welcome Center. Located at 6907 El Camino Real, Suite A, this space is less than five minutes off the well-traveled Highway 101 and the intersecting Highway 41, and offers plenty of access to parking with more than 580 parking spots within 100 feet of the doors of the proposed Welcome Center location. Once inside the Chamber office, visitors will be treated to 400 square feet dedicated to the Welcome Center, staffed with personnel to answer questions. In addition to offering a friendly face, we will also be able to accommodate merchandise sales, programming to collect visitor information for additional future marketing efforts, and technology resources to promote SLO CAL destination assets. Within the same block visitors can treat themselves to local craft beverages, unique Central Coast dining, a co-working space to facilitate on-the-go obligations and easy return access to freeways and roads that lead them to the next step of their destination. visitatascadero.com | info@visitatascadero.com ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 17 of 35 Staffing When considering the elements to support a successful Welcome Center, staffing quickly rose to the top of the list. The proposed budget includes access to the Welcome Center 8:30 a.m.–5 p.m., Monday through Friday, and 12–4 p.m. on weekends. Additionally, a 3/4 FTE position will be fully dedicated to not only maintaining the hours, but also to serving the specific needs of the Welcome Center. Beyond just considering the hard costs of staffing, we’ve also included some budget to allow for quarterly training of this staff member. In this training, a county-wide awareness program will be created to ensure the staff serving the visitors of the California Welcome Center is afforded the time and resources to maintain a current awareness of the ever evolving attractions in the SLO CAL destination. visitatascadero.com | info@visitatascadero.com ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 18 of 35 Funding FUNDING AMOUNT NOTES VISIT SLO CAL SPONSORSHIP $72,500 Up to $90,000 CHAMBER OF COMMERCE SUPPORT $24,000 Re-allocated staff support and waived lease fees ATBID SUPPORT $7,500 CITY OF ATASCADERO SUPPORT $7,500 TOTAL FUNDING $111,500.00 visitatascadero.com | info@visitatascadero.com ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 19 of 35 visitatascadero.com | info@visitatascadero.com Annual Proposed Budget ADMIN RENT $9,600.00 UTILITIES $800.00 Shared cost with other Chamber activities CA OFFICE OF TOURISM ANNUAL FEE $5,000.00 STAFFING SALARIES $58,250.00 1.2 FTE to accommodate seven- days per week schedule PERSONNEL COSTS $23,000.00 Includes benefits, work comp and other payroll related expenses TRAINING $1,000.00 Minimum of quarterly visitation to evolving county attractions MARKETING SIGNAGE INSTALLATION & MAINTENENCE $5,000.00 One-time cost that will be re-allocated in future years to update visitor programming ADDITIONAL OUTREACH & MARKETING $2,250.00 OFFICE EXPENSES DIGITAL DISPLAYS $1,000.00 PRINTER LEASE $600.00 Shared cost with other Chamber activities VISITOR COMPUTER AND IT SUPPORT $4,000.00 MISC. OFFICE SUPPLIES $1,000.00 TOTAL EXPENSES $111,500.00 ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 20 of 35 visitatascadero.com | info@visitatascadero.com Thank you On behalf of our full collaboration of partners, thank you for considering our submission to host a California Welcome Center. We are thrilled for the opportunity to further our collaborations with Visit SLO CAL and Visit California. VISIT ATASCADERO + CITY OF ATASCADERO + ATASCADERO CHAMBER OF COMMERCE ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 1 Page 21 of 35 Notes Funding Budgeted Visit SLO CAL Sponsorship 72,500.00 $ Chamber of Commerce Support 24,000.00 $ ATBID Support 7,500.00 $ City of Atascadero Support 7,500.00 $ Total 111,500.00 $ Budget Annual Proposed Budget Admin Rent 9,600.00 $ ` Utilities $ CA Office of Tourism Annual Fee 5,000.00 $ Staffing Salaries 58,250.00 $ Personnel Costs 23,000.00 $ Includes benefits, work comp and other payroll related expenses Training 1,000.00 $ Marketing Signage Installation & Maintenance 5,000.00 $ Additional Outreach & Marketing 2,250.00 $ Office Expenses Digital Displays 1,000.00 $ Printer Lease 600.00 $ Visitor Computer and IT support 4,000.00 $ Misc. Office Supplies 1,000.00 $ TOTAL EXPENSES 111,500.00 $ CA Welcome Center Initial Budget Proposal ITEM NUMBER: B-3 DATE: 02/28/24 ATTACHMENT: 2 Up to $90,000 Re-allocated staff support and waived lease fees 800.00 Shared cost with other Chamber activities 1.2 FTE to accommodate seven-days per week schedule Minimum of quarterly visitation to evolving county attractions Shared cost with other Chamber activities Page 22 of 35 ITEM NUMBER: B-4 DATE: 02/28/24 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 December 2023. The Transient Occupancy Tax (TOT) report is also provided, showing TOT revenues to date through 2.15.24. FISCAL IMPACT: None. ATTACHMENTS: 1. ATBID Expenditure Detail Report (FY 23-24) 2. ATBID Summary 23-24 3. Tourism Report – Transient Occupancy Tax Revenues (2.15.24) Page 23 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 ap IN 11405 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 175677 -771.20 7/31/2023 po LI 11405 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 84.95 8/1/2023 ap IN 15827 235Line Description: WEBSITE MAINTENANCE Vendor: 07343 CLEVER CONCEPTS, INC. Check # 175463 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 24 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 25 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 po LI 11578 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 176712 9,550.82 11/30/2023 ap IN 11578 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 176712 49.95 12/1/2023 ap IN 16451 235Line Description: SECURE WEB HOSTING Vendor: 07343 CLEVER CONCEPTS, INC. Check # 176633 10,483.49 12/31/2023 ap IN 11632 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 176935 -10,483.49 12/31/2023 po LI 11632 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 45,584.60 45,584.60 0.000000.6077025 Digital Media Advertising 65,310.10 -110,894.70 0.00 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 26 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 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 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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 27 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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) -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 -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 76.94 65,632.82 65,632.82 69,011.88 40,355.30 175,000.00 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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 28 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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) -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 -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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 29 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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) 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 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 7,582.50 12/31/2023 ap IN 11632 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 176935 -7,582.50 12/31/2023 po LI 11632 235Line Description: DESTINATION MARKETING SERVICES Vendor: 06479 VERDIN Check # 0 57,315.00 57,315.00 0.000000.6501125 Promotions Consultants 32,685.00 -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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 30 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 0000.6509010 Other Professional Services (Continued) 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 2,291.63 12/1/2023 je GJ JE24 12-06 235Line Description: ATBID Admin Service Fee - Dec 13,749.98 13,749.98 0.000000.6509010 Other Professional Services 0.00 -13,749.98 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 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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 31 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 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 7,500.00 12/12/2023 ap IN 12122023 235Line Description: AT HER TABLE 2024 EVENT Vendor: 09315 ECOLOGISTICS, INC. Check # 176644 55,000.00 55,000.00 0.000000.6509032 Additional Promotional Services 0.00 -55,000.00 0.00 Total Contract Services 92.03 126,064.98 126,064.98 32,685.00 13,750.02 172,500.00 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 0.00 475.00 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 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 32 of 35 02/15/2024 CITY OF ATASCADERO 9:38AM expdetl.rpt Expenditure Detail Report 07/01/2023 through 12/31/2023 Periods: 0 through 6 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 Operating Services and Supplies 192,172.80 192,172.80 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 69.99 192,172.80 192,172.80 101,696.88 126,020.32 419,890.00Total Atascadero Tourism Bus Improv Dist Grand Total 192,172.80 192,172.80 69.99 101,696.88 126,020.32 419,890.00 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 1 Page 33 of 35 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 12/31/2023 2023-2024 REVENUES 41530.6300 Taxes and Assessments 278,184$ 224,609$ 277,287$ 409,652$ 431,401$ 231,501$ 414,120$ 45920.0003 Assessment Penalties - 133 - 933 3,904 151 - 46110.0000 Investment Earnings 9,631 10,720 2,027 (11,341) 2,966 - 19,400 Total Revenue 287,815 235,462 279,314 399,244 438,271 231,652 433,520 EXPENSES 6050000 Office Expense - - - 264 - - 250 6070000 Advertising 178,720 120,110 43,142 127,366 126,556 65,633 175,000 6400000 Operating Supplies - - - - - - - 6500000 Contract Services **143,482 120,525 106,295 143,436 163,051 126,065 172,500 6600000 Professional Development 425 - - 731 - 475 8,000 6740000 Business Development - - - - - - - 6900000 Administration 2,782 2,246 2,774 4,106 4,353 2,317 4,140 7805029 Opportunities Funding - - - - - - 60,000 Total Expenses 325,408 242,881 152,211 275,903 293,960 194,489 419,890 NET INCOME/(LOSS)(37,593) (7,419) 127,103 123,341 144,311 37,162 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$ 705,584$ 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 At Her Table Sponsorship 7,500 Destination Marketing Services 57,315 Administrative Services Fee 13,750 126,065$ Atascadero Tourism Business Improvement District (ATBID) Fund 2/15/2024 ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 2 Page 34 of 35 City of Atascadero Tourism Report Transient Occupancy Tax Revenues Jul-Sep Oct-Dec Jan-Mar Apr-Jun 1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL Fiscal Year 2014 254,557.46$ 158,389.32$ 134,033.44$ 232,385.37$ 779,365.59$ Fiscal Year 2015 262,246.00$ 171,527.07$ 204,920.33$ 261,362.41$ 900,055.81$ Fiscal Year 2016 387,196.75$ 260,522.61$ 234,591.13$ 359,952.40$ 1,242,262.89$ Fiscal Year 2017 441,814.34$ 259,716.23$ 236,432.90$ 399,564.75$ 1,337,528.22$ Fiscal Year 2018 446,835.24$ 307,035.82$ 237,705.86$ 384,921.01$ 1,376,497.93$ Fiscal Year 2019 442,255.82$ 305,426.85$ 236,855.54$ 406,434.26$ 1,390,972.47$ Fiscal Year 2020 454,062.15$ 325,569.25$ 207,088.63$ 136,898.64$ 1,123,618.67$ Fiscal Year 2021 348,012.06$ 275,644.27$ 241,653.81$ 503,542.34$ 1,368,852.48$ Fiscal Year 2022 *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 *668,015.07$ 487,107.64$ -$ -$ 1,155,122.71$ * This report includes receipts in the correct quarter earned, not in the quarter received. It will not be the same as the City's financial statements. ITEM NUMBER: B-4 DATE: 02/28/24 ATTACHMENT: 3 Page 35 of 35