HomeMy WebLinkAboutTBID_2024-03-20_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 Room 306 on the
Third 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 74
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA
Wednesday, March 20, 2024, at 2:30 P.M.
Atascadero City Hall - 6500 Palma Avenue, Room 306
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 – February 28, 2024
▪ Recommendation: ATBID Advisory Board approve the February 28, 2024,
Regular Meeting Draft Action Minutes. [City Staff]
B. BUSINESS ITEMS:
1. Garagiste Festival 2023 Event Recap & 2024 Event Sponsorship Renewal
Request
▪ Fiscal Impact: Up to $7,500.
▪ Recommendation: ATBID Advisory Board:
1. Receive and file recap of marketing results of the November 2023
Garagiste Festival.
2. Approve sponsorship renewal request for the November 2024 Garagiste
Festival. [Garagiste Festival]
2. Sunken Gardens Holiday Lights 2024 Event Sponsorship Proposal
▪ Fiscal Impact: $5,000 to $10,000.
▪ Recommendation: ATBID Advisory Board provide staff direction on sponsorship
request for the December 6, 2024, through January 5, 2025, “Garden Lights &
Winter Nights.” [City]
3. California Mid-State Fair ATBID/City Shared Sponsorship Opportunity
▪ Fiscal Impact: $3,750.
▪ Recommendation: ATBID Advisory Board review and provide staff direction on
the 2024 California Mid-State Fair shared sponsorship opportunity with the City.
[City]
Page 2 of 74
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 Retreat 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. Quarterly Marketing Report. (April)
2. Verdin Marketing Contract Renewal. (April)
3. 2024-2025 ATBID Annual Assessment. (May)
4. Marketing Services Contract Renewal. (May)
F. ADJOURNMENT:
Page 3 of 74
ITEM NUMBER: A-1
DATE: 03/20/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
DRAFT MINUTES
Wednesday, February 28, 2024, at 3:00 P.M.
Atascadero City Hall - 6500 Palma Avenue, Club Room
Atascadero, California
CALL TO ORDER:
Chairperson Harden called the meeting to order at 3:08 P.M.
ROLL CALL:
Present: Chairperson Patricia Harden, Vice Chairperson Corina Ketchum, and
Board Member Amar Sohi
Vacant: One vacancy
Absent: Board Member Tom O’Malley
Staff Present: City Manager James R. Lewis and Deputy City Clerk Dillon James
APPROVAL OF AGENDA:
MOTION BY: Sohi
SECOND BY: Ketchum
1. Approve this agenda.
AYES (3): Sohi, Ketchum, and Harden
ABSENT (1): O’Malley
Passed 3-0
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: Michelle Barrera.
Chairperson Harden closed the Public Comment period.
Page 4 of 74
ITEM NUMBER: A-1
DATE: 03/20/24
A. CONSENT CALENDAR
1. ATBID Advisory 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]
MOTION BY: Sohi
SECOND BY: Ketchum
1. Approve consent calendar.
AYES (3): Sohi, Ketchum, and Harden
ABSENT (1): O’Malley
Passed 3-0
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]
Andres Nuno with the Central Coast Brewers Consortium 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: Ashlee Akers.
Chairperson Harden closed public comment.
The Central Coast Craft Beer Festival Update was received and filed.
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]
Board Member Sohi presented this item and answered questions from the Advisory Board.
The Board expressed a desire to participate in the Mission Prep job fair opportunity.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: None.
Chairperson Harden closed public comment.
Page 5 of 74
ITEM NUMBER: A-1
DATE: 03/20/24
MOTION BY: Ketchum
SECOND BY: Harden
1. Endorse ATBID participation in the Mission College Preparatory Catholic High
School Job Fair Opportunity and designate Board Member Sohi as the organizer
for ATBID’s presence at the event.
AYES (3): Sohi, Ketchum, and Harden
ABSENT (1): O’Malley
Passed 3-0
3. California Welcome Center
▪ 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. [Verdin]
Board Member Sohi presented this item and answered questions from the Advisory Board.
City Manager Lewis also answered questions from the Advisory Board.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: Josh Cross and Sarah
Maggelet.
Chairperson Harden closed public comment.
MOTION BY: Ketchum
SECOND BY: Harden
1. Decline California Welcome Center ATBID sponsorship opportunity.
AYES (3): Sohi, Ketchum, and Harden
ABSENT (1): O’Malley
Passed 3-0
4. Budget Overview and Monthly Report
▪ Fiscal Impact: None.
▪ Recommendation: ATBID Advisory Board receive and file the Budget Overview
and Monthly Report. [City/Verdin]
Deputy City Clerk James and Verdin Marketing’s Ashlee Akers presented this item and
answered questions from the Advisory Board. The Advisory Board expressed a desire to
see how traditional hotels and motels are delineated from short-term rental properties on
ATBID accounting documents, considering a noted increase in TOT revenue despite a
lodging industry “slump” in the last few months.
PUBLIC COMMENT:
Chairperson Harden opened public comment.
The following citizens provided public comment on this item: Sarah Maggelet.
Chairperson Harden closed public comment.
The Budget Overview and Monthly Report was received and filed.
Page 6 of 74
ITEM NUMBER: A-1
DATE: 03/20/24
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:
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. (May)
4. Quarterly Marketing Report. (April)
5. 2024-2025 ATBID Annual Assessment. (May)
6. Marketing Services Contract Renewal. (May)
F. ADJOURNMENT
Chairperson Harden adjourned the meeting at 3:55 P.M.
MINUTES PREPARED BY:
______________________
Dillon James
Deputy City Clerk
APPROVED:
Page 7 of 74
ITEM NUMBER: B-1
DATE: 03/20/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Garagiste Festival 2023 Event Recap & 2024 Event
Sponsorship Renewal Request
RECOMMENDATIONS:
ATBID Advisory Board:
1. Receive and file recap of marketing results from the November 2023 Garagiste
Festival.
2. Approve sponsorship renewal request for the November 2024 Garagiste Festival.
DISCUSSION:
The Garagiste Festival celebrated the 12th annual event, kicking off with the event at the
Pavilion on the Lake on Friday, November 10. The event continued Saturday at the Paso
Robles Event Center. This recap will provide an overview of where the event was
promoted and the variety of promotions that Atascadero was a part of with the overall
goal to encourage overnight stays.
As the Garagiste Festival team recaps the success of their recent event, they are also
looking forward to planning their 13th annual event, coming up on November 8, 2024. For
the 2023 event, they requested up to $10,000 and were rewarded $7,500. Part of this
recap will also provide the investment they are looking for in 2024.
FISCAL IMPACT:
Up to $7,500.
ATTACHMENTS:
1. 2023 Garagiste Festival Event Recap
2. 2024 Garagiste Event Sponsorship Application
Page 8 of 74
12th Anniversary Garagiste Festival Post-Game Report
November saw another successful Garagiste Festival. Our out of area attendance was 82% (up
17%) with representation from 18 states. The numbers are below.
While not privy to what other events pull, we have to think this must be high on the list of
events that draw out of area tourists.
Not only that, but our long term mission to support emerging wineries and establish Paso and
Atascadero as the acknowledged home of the Garagiste micro-winery movement has paid
dividends by giving wine tourists a reason to come to the area all year round.
For example, more than 70% of the wineries in Tin City began by pouring at the Garagiste
Festival before they had tasting rooms. We give these wineries a launching pad to reach
dedicated wine consumers and help them establish a base from which to grow.
As more and more wineries establish a presence in Atascadero, The Garagiste Festival is the
perfect way to continue to reach wine tourists who are interested in discovering new wineries,
restaurants, and places to stay in the Atascadero area.
We believe that the Festival is an integral component in the growth of area wine tourism,
boosting both new wineries and new visitors, and frankly we could not do it without your
support.
Thanks as always for your support!
706 Tickets Sold / 82% of attendees from out of SLO County
Other States: AZ / MS / OR / WI / FL / WA / IL / NY / KS / OH / TX / NV / CO / NM / LA / MI /
MT
First Time Attending Festival?
Yes - 58%
No, attended Paso before - 36%
No, but 1st time in Paso - 6%
ITEM NUMBER: B-1
DATE: 03/20/24
ATTACHMENT: 1
Page 9 of 74
Overall 62% of attendees were new to Paso event
(continued)
How Often Do You Visit Paso/Atascadero?:
First Time - 11%
Once a Year - 22%
2-3 Times - 28%
4-6 times - 15%
Once a Month - 6%
I live in SLO - 18%
Where Staying:
At a hotel - 37%
At an Air B&B - 22%
Camping / RV Park - 4%
At home - 26%
With a friend - 10%
64% paid for local accommodations / Up 8% from 2021.
How Many Nights Stayed?
1-2: 65%
3-4: 30%
5-7: 5%
MEDIA
Mentions on KSBY and KEYT TV
Radio Campaign on Krush FM
New Times
Paso Robles Press
Calendar Listings throughout California
PROMO
E-Blasts to in-house mailing list of 8500+
Social Media – Facebook, Twitter, Instagram
Postcards distributed to LA wine shops
ITEM NUMBER: B-1
DATE: 03/20/24
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ITEM NUMBER: B-2
DATE: 03/20/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
Sunken Gardens Holiday Lights
2024 Event Sponsorship Proposal
“Garden Lights & Winter Nights”
RECOMMENDATION:
ATBID Advisory Board provide staff direction on sponsorship request for the December
6, 2024, through January 5, 2025, “Garden Lights & Winter Nights” signature event
opportunity.
DISCUSSION:
On February 12, 2024, the City of Atascadero announced a Request for Proposal (RFP)
to design and install holiday lights in the trees in the historic downtown Atascadero
Sunken Gardens park. This is a unique opportunity to decorate the Sunken Gardens area
to include holiday type lighting that transforms the park into a festive environment and
bringing back what was in place seven years ago when the trees were adorned with
holiday lights.
The deadline for written proposals is set for March 15, 2024, and as of this writing, the
City has received a handful of interested lighting companies both locally and out of the
area to submit their written proposal that will feature holiday designs complementing
historic City Hall as the backdrop during the holiday season. The selected contractor will
be responsible for the design, installation, maintenance, removal, packaging, and
transport of all holiday lighting features. The lighting will remain the property of the
contractor. The City intends to award the contract for an initial one-year term, with the
option to extend the term in two-year increments two times for a total of a possible term
of five years.
In order for the City to add this opportunity to the existing event portfolio as another
signature event, we are pursuing a limited number of sponsors to have unique tie-ins as
part of the event. There is one Exclusive sponsor and up to ten Platinum sponsors that
range from $5,000 to $10,000, depending on the details of the program.
The City would like to work with the ATBID on a partnership for this event in an effort to
help with the initial funding to get the event off the ground in the preliminary stages and
assist in promoting the month-long event through Visit Atascadero’s social media
platforms. In return, the City will promote the ATBID through correspondence with the
media, as well as in paid media including all flyers, banners, radio, print ads, and KSBY,
Page 19 of 74
ITEM NUMBER: B-2
DATE: 03/20/24
as well as owned media through our City’s social media platforms and City website.
The goal is to drive traffic together to Atascadero during the holiday season and into the
first week of January.
FISCAL IMPACT:
$5,000 to $10,000.
ATTACHMENT:
1. Garden Lights & Winter Nights 2024 Sponsorship Opportunity
2. Garden Lights & Winter Nights 2024 Request for Proposals
Page 20 of 74
City of Atascadero
2024 Holiday Lighting of Sunken Gardens
Sponsorship Opportunity!
Working together to SERVE, build COMMUNITY & enhance QUALITY OF LIFE.
The City of Atascadero’s goal is to provide events that will encourage local and county
residents and visitors in the area to enjoy the City and what it has to offer. Our City’s
goal is to “Stay, Spend and Enjoy” our City.
In 2016, we expanded the number of events and grew our existing, signature events.
Fast forward to today, we have over 30 City events throughout the year and another
10 City sponsored events. City of Atascadero represents about 30,000 residents; overall
County represents over 285,000 residents.
Our event sponsorship program provides the opportunity to be included in marketing
campaigns designed to promote each of these events, as well as, providing top-of-mind
awareness to event sponsors in a positive and fun-filled environment.
Objectives
Provide a unique sponsorship opportunity to create top-of-mind awareness and connectfon
with a major, new event being planned for the Sunken Gardens in December of 2024. The focus
of the sponsorship is to work with each sponsor on an event that will promote their business or
organizatfon and align them with supportfng a remarkable month long holiday event in the
community for all ages to enjoy!
Sponsorship Plan
The Holiday Lightfng of Sunken Gardens will appeal to a wide variety of residents in the North
County and attract tourism to the area to take in the beautfful lights all while enjoying holiday
shopping, dining, a host of drink establishments and entertainment found in the Downtown.
Sponsors will receive a complete marketfng campaign utflizing traditfonal media, digital and
website inclusion. This event will drive attendance and positfve press throughout the month of
December through January 5th, 2025 capturing a broad audience from families to date-night.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 1
Page 21 of 74
New Event: “Garden Lights & Winter Nights,”
Sunken Gardens, Downtown
• Event Timeline: December 6th, 2024, through January 5th, 2025.
• Launch at the “Light up the Downtown” event on December 6th, 5:30-8 pm.
• Total Lightfng Investment: Up to $65,000. Contractor RFP in progress.
• Sponsorship to include one exclusive sponsor at $15,000 (already spoken for) and up to
10 Sponsors at $5,000 and $10,000 each. City will invest in the remaining balance.
Sponsorship Details for “Garden Lights & Winter Nights”
Platinum Level Sponsor – $5,000 to $10,000
• Logo inclusion across entfre Holiday Lightfng/ Sunken Gardens Holiday Lights
promotfonal pieces including traditfonal advertfsing through Print Ads & Radio/ TV
broadcast plus posters, banners, digital marketfng, News Releases and Atascadero
Recreatfon Guide (Mailed to 12,000 residents).
• Promoted across Social Media & Websites – VisitAtascadero; City of Atascadero
(Atascadero.org) and social media platiorms including, Visit Atascadero, Atascadero Rec.,
City of Atascadero.
• Evening of Lightfng & throughout the event tfmeline: Promotfonal banners highlightfng
all contributfng sponsors.
For more informatfon, contact Terrie Banish, Director of Community Services & Promotfons,
tbanish@atascadero.org or (805) 470-3490.
Terrie Banish
Director of Community Services & Promotfons
tbanish@atascadero.org
Phone: 805-470-3490 | Mobile: 805-235-2539
City of Atascadero
6500 Palma Ave | Atascadero, CA 93422
www.atascadero.org
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 1
Page 22 of 74
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CCiittyy OOff AAttaassccaaddeerroo
ATAS CADERO SUNKEN GARDENS
HOLID AY LIGHT DISPLAY
Atascadero, California
PPrroojjeecctt NNoo.. CCSS22002244--0011
Issuing Entity: City of Atascadero
Community Services & Promotions Department
6500 Palma Avenue
Atascadero, California 93422
Proposal Due Date: March 15, 2024, at 4:00 p.m.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 23 of 74
February 12, 2024
SUBJECT: CITY OF ATASCADERO
Atascadero Sunken Gardens Holiday Light Display – Design and Installation
The City of Atascadero is requesting the services of a qualified contractor (“Contractor”) to design and
install holiday lights in the trees in the historic downtown Atascadero Sunken Gardens park. All proposals
shall include holiday type lighting that transforms the park into a festive environment, showcasing its
unique features, and benefiting both the community and visitors.
The selected Contractor shall be responsible for design, installation, maintenance, removal, packaging,
storage and transport of all seasonal lighting features. All lighting remains the property of the Contractor.
Your firm is invited to submit a proposal for your services, together with other required information listed
in the attached Request for Proposal. The City intends to award the contract for an initial one-year term,
with the ability, by mutual agreement, to extend the term in two-year increments two times, for a total
possible term of five years.
We will be conducting a Pre-Bid Site Visit on February 26th at 2 pm. This is an opportunity to view the area
and ask questions of City staff.
Please note that your submittal shall reach the following address by 4:00 pm March 15, 2024, or your
proposal will not be accepted. Please include your fee schedule in a separate sealed envelope.
Attention: City Clerk
City of Atascadero
6500 Palma Avenue
Atascadero, CA 93422
If you require further information or clarification, please contact Terrie Banish at (805) 470-3490.
Sincerely,
Terrie Banish
Terrie Banish
Community Services & Promotions Director
City of Atascadero
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 24 of 74
TABLE OF CONTENTS
I. DESCRIPTION OF WORK
a. Background
b. Description of Work and Project Scope
II. PROPOSAL REQUIREMENTS
a. General Information
b. Proposal Content
c. Insurance Requirements
d. Inquiries and Responses
III. CONSULTANT SELECTION PROCESS
a. General Information
b. Proposal Content
c. Proposal Evaluation and Consultant Selection
d. Schedule
ATTACHMENTS:
A. Proposal Submittal Form
B. Submittal of References Form
C. Statement of Past Contract Disqualifications Form
D. Sample City of Atascadero Professional Services Contract
E. Exhibit – Project Area
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 25 of 74
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BACKGROUND
The City of Atascadero has historically installed and operated seasonal lighting on trees within the historic
Sunken Garden and on the City Hall building. Due to limited staffing, lighting has been limited to the
City Hall building over the past seven years. It is the City’s intention to contract with a qualified contractor
to design and install holiday lights on trees in the historic downtown Atascadero Sunken Gardens park.
The City will continue decorating the City Hall building, located directly across Palma Avenue from
Sunken Gardens.
The lighting included under the proposal is intended to be festive around the holidays and to transform the
park into a generally lit beautiful environment. The Contractor will be expected to partner with City staff
to develop a lighting plan that honors Atascadero’s history and unique features, complement the existing
holiday lights on Historic City Hall, while also recognizing the new energy and vibrancy within the
downtown city core. Following are examples of the lighting that is currently in place during the holidays for
City Hall:
Historic City Hall Holiday Lights - Daytime
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 26 of 74
Historic City Hall Holiday Lights - Evening
PROJECT SCOPE
The City intends for the selected Contractor to provide the following services:
Project Budget: Up to $65,000
Task 1: Lighting and Decorations Plan
The City has identified three primary areas to be decorated (Attachment E). The Lighting and Decorations
Plan shall be prepared in collaboration with City staff and shall tie together the three different areas
comprehensively to Historic City Hall. The City will have the final determination on which specific areas
are to be decorated each year.
Area 1: Sunken Gardens (Priority Area);
The Sunken Garden is an approximately 2.2-acre grass park with a central fountain, concrete
walking paths, bench seating, and both mature and young Deodar cedar, oak and magnolia trees.
The lighting and decoration plan for the park should include tree lighting for a total of 8 large trees,
which include four mature coast live oak trees, three mature Deodar cedar trees, and one mature
magnolia tree. There are a handful of new recently planted trees that are smaller and can also be
added, however, they are optional. The lighting and decoration plan should also focus on options
for highlighting the central fountain, pedestrian sidewalk lighting, pathways, and the Wrestling
Bacchantes statue.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 27 of 74
Area 2: El Camino Real Median Plaza (2nd Priority Area):
The City is currently in the final engineering design phase for the El Camino Real Downtown
Infrastructure Enhancement Project, to be constructed beginning summer 2024. This project will
repurpose the center 40’ of El Camino Real into median plaza that incorporates landscaping,
lighting and pedestrian improvements, as well as additional diagonal parking. The Lighting and
Decorations Plan should include the new median area between East Mall and West Mall.
Area 3: Atascadero Mall Plaza (Optional Area):
The Atascadero Mall Plaza is an approximately 0.4-acre hardscaped public plaza in line with other
three areas, and includes a structural pilar and overhang element, pedestrian plaza lights, ten
medium size tulip trees, and other landscaped areas.
Area 4: Centennial Pedestrian Walkway (Optional Area):
The Centennial Pedestrian Walkway stretches from East Mall over Atascadero Creek and into
Colony Plaza. It is a public plaza area that compliments the other three areas, and includes a
decorative bridge, light poles and pedestrian plaza lights.
Task 2: Design
Contractor shall provide the final design of all agreed-upon areas 30 days prior to installation unless an
earlier date is required for discounted ordering. Work scope under this item shall include, but is not
limited to:
- Conceptual drawings for all areas indicating which trees and structural elements will have
featured lighting to produce the most dramatic effect.
- There is an interest to include a “City Christmas Tree” that is 30-50 feet tall.
- Style of décor and lights for all four areas to be in keeping and complement City Hall with an
elegant holiday appeal. This Project does allow for other creative ideas to be introduced.
- Methods of installation of décor and lighting.
- Power supply and demand requirements at each power source and path of travel to lighting.
- Tree trimming and pruning requirements requested of the City.
- Installation and removal schedule.
Task 3: Installation
Lighting shall be installed, tested and fully operational by 5 p.m. on the Tuesday prior to Thanksgiving.
- Contractor shall provide automatic timers for lights except as discussed with the City for
opening night lighting ceremony. Timers are to be set from 5 p.m. to 5 a.m.
- City shall be responsible for any necessary tree trimming. Contractor shall not, except upon
written direction from the City, trim any trees. The Contractor shall notify the City
immediately upon determination that tree trimming is necessary. City will provide a trimming
schedule upon notification from the Contractor.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 28 of 74
Task 4: Maintenance
- Contractor shall be responsible for all related maintenance to ensure the display is operating as
intended.
- Contractor shall maintain the display following installation through the second Monday in
January.
- Contractor must have personnel available to guarantee next day service, including weekends,
for repair and replacement of damaged lights. The Contractor must respond to the designated
City contact within 24 hours of call and be on-site within that time for service.
- Contractor’s next-day service to repair and replace damaged lights and extension cords shall be
for an any reason, including, but not limited to, damage from vandalism, weather or other acts
of God, from the first day of installation until the second Monday in January.
- The City shall pay the cost of necessary replacement lights and extension cords due to
vandalism on a Time and Materials basis. Contractor shall repair or replace lights at no cost to
the City for lights and extension cords that contain a manufacturer’s defect or are improperly
installed.
Task 5: Removal and Storage
- Contractor shall begin removal of lights no later and no earlier than the second Monday in
January. The Contractor shall complete the removal of all installed lights no later than the last
Friday in February. All light strings shall be removed from the trees each year. Contractor is
responsible for disposal of debris and leaving all areas clean and in good repair.
- Contractor is responsible to provide storage for lighting during the terms of this contract. All
lighting will remain the property of the Contractor.
The Contractor will be expected to:
1. Work with the Community Services & Promotions and Public Works staff to clearly define the needs of
the project, attending meetings as needed to do so.
2. Identify any constraints or concerns during preliminary design, and proposed solutions.
3. Provide draft light and decoration plans during the duration of the design to ensure City requirements
and goals are being met.
4. Provide cost estimates during the design process to keep the City current on the anticipated costs.
The City will provide:
1. Any available maps and record plans for lighting areas showing trees, site amenities, electricity, lighting,
irrigation, utilities, and other topographical features.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 29 of 74
IIII.. PPRROOPPOOSSAALL RREEQQUUIIRREEMMEENNTTSS
GENERAL INFORMATION
1. Proposals, consisting of one (1) hard copy and one (1) electronic copy (USB drive) must be received by mail,
recognized carrier, or hand delivered no later than 4:00 p.m. on Friday, March 15, 2024. Late proposals
will not be considered and will be returned, unopened.
2. Proposal shall be addressed to:
City of Atascadero
Attn: City Clerk
6500 Palma Avenue
Atascadero, CA 93422
3. Proposal shall consist of one (1) sealed envelope or box, clearly labeled and one fee proposal:
(Proposer’s Name)
PROPOSAL:
Design and Installation Services for
Atascadero Sunken Gardens Holiday Light Display
City Project No. CS2024-01
4. Proposals shall be the minimum length necessary to provide the requested information.
5. This Request for Proposal does not constitute an offer of employment or to contract for services.
6. The City reserves the right to accept or reject any or all Proposals. The issuance of this RFP does not
constitute an agreement by the City that any subsequent selection processes will occur, or that any
contract will be entered into by the City.
7. The City reserves the right to amend the RFP by addendum. If necessary, the proposal submittal
deadline will be extended to allow proposers additional time to respond to an RFP addendum.
8. All documents submitted to the City in response to this Request for Proposal will become the exclusive
property of the City and may be returned to the proposer or kept by the City, in the City’s sole
discretion.
9. Any contract awarded pursuant to this Request for Proposal will incorporate the requirements and
specifications contained in this Request for Proposal. All information presented in a consultant’s
Proposal will be considered binding upon selection of the successful proposer, unless otherwise
modified and agreed to by the City during subsequent negotiations.
10. The successful proposer is expected to execute a contract similar to the contract in RFP Attachment D -
SAMPLE City of Atascadero Professional Services Contract. The sample contract is for reference to the
anticipated terms and conditions governing the City and the successful proposer. The proposer must
take exception in their Proposal to any section of the attached contract they do not agree with. Failing
to do so will be deemed as acceptance by the proposer to the terms spelled out in the sample contract.
The City reserves the right, in its sole discretion, to add, delete, modify, or negotiate additional terms
and conditions to the attached contract. Before beginning any work or submitting a Proposal, it is
advised that consultants read the City Insurance and Indemnification requirements in the attached
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 30 of 74
sample contract. The selected proposer will be asked to provide evidence that the City’s insurance
requirements have been met.
11. The proposals received shall become the property of the City of Atascadero and are subject to public
disclosure. Proposal prices and information submitted by proposers will be made available to proposers
after the City has approved award of contract. Proposers are to indicate any restrictions on the use of
data contained in their responses. Those parts of a proposal which are defined by the proposer as
business or trade secrets, as that term is defined in California Government Code, Section 6254.7 and
are reasonably marked as “Trade Secrets”, “Confidential” or “Proprietary” shall only be disclosed to the
public if such disclosure is required or permitted under California Public Records Act or otherwise by
law. Proposers who indiscriminately and without justification identify most, or all, of their proposal as
exempt from disclosure may be deemed as non-responsive.
PROPOSAL CONTENT
Your proposal must include the following information:
1. Project Understanding
A. Understanding of the Scope of Work.
B. Description of your approach to completing the work.
C. Services or data you anticipate being provided by the City.
2. Firm and Staff Qualifications
A. Firm name, address, telephone number and e-mail address;
B. Name and telephone number of contact person.
C. Firm name, address, telephone number and e-mail address for each subcontractor, and
anticipated role of the subcontractor on the project.
D. List of personnel who will be working on the project. Indicate experience, especially as it
relates to lighting displays. Describe personnel anticipated roles on the project and how the
Contractor’s staff will be organized.
3. Work Program and Schedule
A. Based on your understanding of the project, list all required tasks to complete the work.
B. Tentative schedule by phase and task for completing the work.
C. Estimated hours for your staff in performing each major phase of the work, including sub-
consultants.
4. References and Example Completed Work Product
A. References from at least three firms for whom you have provided similar services.
B. Example set of previously completed project of similar nature. Include example plans if
available (Projects shall have been completed within the last five years)
C. Any other information that would assist us in making this contract award decision.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 31 of 74
Fee Proposal
In addition to the Proposal, Proposers must submit a Fee Proposal separately in a sealed envelope. The Fee
Proposal must include a detailed not-to-exceed budget for each task shown in the proposed Scope of Work
and shall identify staff hours and hourly rates for each team member. It shall include a total “not to exceed”
sum for this proposal. The Cost Proposal must match the proposed Scope of Work. This proposed fee will
be non-binding; the final agreement will be the result of a precise scope of work and negotiated
compensation amount.
Submittal Forms & General Information
1. Submittal of References. Each proposer shall submit, as a minimum, references on the form
provided in the RFP package.
2. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any past
governmental agency bidding or contract disqualifications on the form provided in the RFP
package.
3. Proposal Submittal Form
4. Certificate of insurance.
5. Standard hourly billing rates for the assigned staff, including any sub-consultants.
6. Statement and explanation of any instances where your firm has been removed from a project or
disqualified from proposing on a project.
PROPOSAL EVALUATION AND CONSULTANT SELECTION
Proposals will be evaluated by a review committee based on the following criteria. Where one proposal is
rated consistently higher than the others, that consultant will be selected as the top-ranking consultant for
contact negotiations.
1. Contractor’s understanding of the City of Atascadero’s desires and general approach to the project
as demonstrated in the Project Understanding and Work Program.
2. Qualifications of the Contractor’s staff assigned to this project.
3. Demonstrated ability of the Contractor to perform quality work, control costs, and meet time
schedules.
4. Ability to work effectively with City staff.
5. Contractor’s cost proposal for the specified work.
Where proposals receive similar rankings, the review committee will select the top proposers for either, (a) a
follow-up interview and presentation, or (b) written responses to questions from staff on areas unclear in the
proposal.
If interviews are requested by the City, final candidates will make an oral presentation to the review
committee and answer questions about their proposal. The purpose of this second phase is: to clarify and
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 32 of 74
resolve any outstanding questions or issues about the proposal; and to evaluate the proposer’s experience
and ability to clearly and concisely present information orally.
Contract award will be based on a combination of factors that represent the best overall value for
completing the work scope as determined by the City, including: the written proposal criteria described
above; results of background and reference checks; and results from the interviews and presentations phase.
The proceedings of the Selection Committee are confidential, and members of the Selection Committee are
not to be contacted by the proposers.
Once the final ranking is determined, the City will conduct negotiations with the top-ranking firm to
set hourly billing rates and classifications, overhead rates, and other compensation. The Fee Proposal will
remain unopened until such time that negotiations take place with the most qualified consultant. In
addition, consultants will be expected to accept the standard City contract language for professional services
agreements. Final selection of the consultant will be made by the Director of Community Services &
Promotions, based on the Selection Committee’s evaluation of proposals, the results of the possible oral
interview, and terms of contract language negotiated with the City.
If the City is unable to come to an agreement on the terms of the contract or the amount of compensation,
the City reserves the right to negotiate with the next highest-ranking consultant.
SSCCHHEEDDUULLEE
The proposals shall be received no later than March 15, 2024, 4:00 p.m. at:
City of Atascadero
Attn: City Clerk
6500 Palma Avenue
Atascadero, CA 93422
TENTATIVE SCHEDULE
Issue Request for Proposal February 9, 2024
Voluntary Pre-Bid Site Visit at City Hall February 26, 2024 at 2 pm
RFP’s due to the City by 4:00 p.m. March 15, 2024
Complete Proposal Evaluation April 12, 2024
Award Contract to Consultant May 14, 2024
Execute Contract/Begin Work June 1, 2024
Complete Lighting and Decorations Plan October, 2024
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 33 of 74
ATASCADERO SUNKEN GARDENS HOLIDAY LIGHT DISPLAY DESIGN AND
INSTALLATION SERVICES, City Project No. CS2024-01
NOTE: THIS FORM MUST BE COMPLETED AND INCLUDED WITH YOUR PROPOSAL
NAME OF PROPOSER/FIRM:______________________________________________________
BUSINESS ADDRESS:____________________________________________________________
CITY, STATE, ZIP:_______________________________________________________________
TELEPHONE NO: ( )______________________________________________________
EMAIL:________________________________________________________________________
I hereby certify that I have the authority to offer this proposal to the City of Atascadero for the
above listed individual or company. I certify that I have the authority to bind myself/this company
in a contract should I be successful in my proposal.
________________________________________ _________________________________
SIGNATURE PRINT NAME
ADDENDA ACKNOWLEDGMENT:
Acknowledgment of Receipt of any Addenda issued by the City for this RFP is required by including
the acknowledgment with your proposal. Failure to acknowledge the Addenda issued may result in
your proposal being deemed non-responsive.
In the space provided below, please acknowledge receipt of each Addenda:
Addendum(s) # _________________________________________is/are hereby acknowledged.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 34 of 74
REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under the present
business name: .
Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services
included with the scope of the specifications. Attach additional pages if required. The City reserves the right to
contact each of the references listed for additional information regarding your firm's qualifications.
Reference No. 1
Customer Name
Contact Individual
Phone & Email Address
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 2
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 3
Customer Name
Contact Individual
Telephone & FAX number
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Copy form as needed.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 35 of 74
STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in
it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
◼ Do you have any disqualification as described in the above paragraph to declare?
Yes ❑ No ❑
◼ If yes, explain the circumstances.
Executed on at _______________________________________ under
penalty of perjury of the laws of the State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Representative
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 36 of 74
CITY OF ATASCADERO
CONTRACT FOR
For
ATASCADERO SUNKEN GARDENS HOLIDAY LIGHT DISPLAY DESIGN AND
INSTALLATION SERVICES
SAMPLE
CONTRACT
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 37 of 74
rev 5/1/06 1
792119.3
CONSULTANT SERVICES AGREEMENT
FOR THE
CITY OF ATASCADERO
[Name]
THIS CONTRACT is made and entered into between City of Atascadero, a Municipal
Corporation (“City”) and [Name](“Consultant”). City and Consultant agree as follows:
1. SCOPE AND STANDARDS:
A. CONTRACT. Consultant shall do all work, attend all meetings, produce all reports and carry
out all activities necessary to complete the services described in the SCOPE OF WORK AND
STANDARDS FOR SERVICES, attached hereto and incorporated herein by this reference as Exhibit A,
as requested by the City. This Contract and its exhibits shall be known as the “Contract Documents.”
Terms set forth in any Contract Document shall be deemed to be incorporated in all Contract
Documents as if set forth in full therein.
2. EMPLOYMENT STATUS OF PERSONNEL:
INDEPENDENT CONTRACTOR; EMPLOYEES OF CONSULTANT. Consultant enters into this
Contract as, and shall at all times remain as to the City, an independent contractor and not as an
employee of the City. Nothing in this Contract shall be construed to be inconsistent with this
relationship or status. Any persons employed by Consultant for the performance of services pursuant
to this Contract shall remain employees of Consultant, shall at all times be under the direction and
control of Consultant, and shall not be considered employees of City. All persons employed by
Consultant to perform services pursuant to this Contract shall be entitled solely to the right and
privileges afforded to Consultant employees and shall not be entitled, as a result of providing services
hereunder, to any additional rights or privileges that may be afforded to City employees.
A. INDEPENDENT INVESTIGATION. The Consultant agrees and hereby represents it has
satisfied itself by its own investigation and research regarding the conditions affecting the work to be
done and labor and materials needed, and that its decision to execute this Contract is based on such
independent investigation and research.
B. COMPLIANCE WITH EMPLOYMENT LAWS. The Consultant shall keep itself fully informed
of, shall observe and comply with, and shall cause any and all persons, firms or corporations employed
by it or under its control to observe and comply with, applicable federal, state, county and municipal
laws, ordinances, regulations, orders and decrees which in any manner affect those engaged or
employed on the work described by this Contract or the materials used or which in any way affect the
conduct of the work.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 38 of 74
City of Atascadero
Firm Name
rev 5/1/06 2
792119.3
C. UNLAWFUL DISCRIMINATION PROHIBITED. Consultant shall not engage
in unlawful employment discrimination. Such unlawful employment discrimination includes, but is not
limited to, employment discrimination based upon a person’s race, religious creed, color, national
origin, ancestry, physical handicap, medical condition, marital status, gender, citizenship or sexual
orientation.
3. TIME OF PERFORMANCE:
The services of Consultant are to commence upon execution of this Contract by City, and shall
be undertaken and completed in a prompt and timely manner, in accordance with the Scope of Work
referenced in Exhibit A. Except as provided in Sections 6 and 19 below, this Contract shall terminate
no later than (date), unless extended by the mutual agreement of both parties.
4. COMPENSATION:
A. TERMS. Compensation to the Consultant shall be as set forth in Exhibit B attached hereto
and made a part hereof.
B. NO PAY FOR ADDITIONAL SERVICES WITHOUT WRITING. Consultant shall not be
compensated for any services rendered in connection with its performance of this Contract, which are
in addition to those set forth herein or listed in Exhibit A, unless such additional services are authorized
in advance and in writing by the City Manager or the City Manager’s designee (hereinafter “City
Manager” shall include the City Manager’s designee). Consultant shall be compensated for any
additional services in the amounts and in the manner as agreed to by City and Consultant at the time
City’s express written authorization signed by the City Manager is given to Consultant for the
performance of said services.
5. SUPERVISON, LABOR AGREEMENTS AND PERSONNEL:
A. CONSULTANT SUPERVISES PERSONNEL. The Consultant shall have the responsibility
for supervising the services provided under this Contract, hiring of personnel, establishing standards of
performance, assignment of personnel, determining and affecting discipline, determining required
training, maintaining personnel files, and other matters relating to the performance of services and
control of personnel. The City Manager may use any reasonable means to monitor performance and
the Consultant shall comply with the City Manager’s request to monitor performance.
B. PERFORMANCE NOT SUBJECT TO EMPLOYMENT AGREEMENTS. The City
acknowledges that the Consultant may be obligated to comply with bargaining agreements and/or other
agreements with employees and that the Consultant is legally obligated to comply with these Contracts.
It is expressly the intent of the parties and it is agreed by the parties that the Consultant’s performance
shall not in any manner be subject to any bargaining agreement(s) or any other agreement(s) the
Consultant may have covering and/or with is employees.
C. APPROVAL OF STAFF MEMBERS. Consultant shall make every reasonable effort to
maintain the stability and continuity of Consultant’s staff assigned to perform the services required
under this Contract. Consultant shall notify City of any changes in Consultant’s staff to be assigned to
perform the services required under this Contract and shall obtain the approval of the City Manager of a
list of all proposed staff members who are to be assigned to perform services under this Contract prior
to any such performance.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 39 of 74
City of Atascadero
Firm Name
rev 5/1/06 3
792119.3
6. TERMINATION:
A. 30 DAYS NOTICE. The City, upon thirty (30) days written notice, may terminate this
Contract, without cause, at any time. In the event of such termination, Consultant shall be
compensated for non-disputed fees under the terms of this Contract up to the date of termination.
B. OBLIGATIONS SURVIVE TERMINATION. Notwithstanding any termination of this
Contract, Consultant shall not be relieved of liability to the City for damages sustained by the City by
virtue of any breach of this Contract by Consultant, and the City may withhold any payments due to
Consultant until such time as the exact amount of damages, if any, due the City from Consultant is
determined. All of the indemnification, defense and hold harmless obligations in this Contract shall
survive termination.
7. CHANGES:
The City or Consultant may, from time to time, request changes in the scope of the services of
Consultant to be performed hereunder. Such changes, including any increase or decrease in the
amount of Consultant’s compensation and/or changes in the schedule must be authorized in advance
by both Parties in writing. Mutually agreed changes shall be incorporated in written amendments to this
Contract. Any increase in the amount of Consultant’s compensation and/or changes in Exhibit A and or
Exhibit B must be authorized in advance by the City Manager.
8. PROPERTY OF CITY:
A. MATERIALS PREPARED EXCLUSIVE PROPERTY OF CITY. It is mutually agreed that all
materials prepared by the Consultant under this Contract are upon creation and shall be at all times the
exclusive property of the City, and the Consultant shall have no property right therein whatsoever. City
agrees that Consultant shall bear no responsibility for any reuse of the materials prepared by the
Consultant if used for purposes other than those expressly set forth in the Intended Use of Consultant’s
Products and Materials section of this Contract. Consultant shall not disseminate any information or
reports gathered or created pursuant to this Contract without the prior written approval of City including
without limitation information or reports required by government agencies to enable Consultant to
perform its duties under this Contract and as may be required under the California Public Records Act
excepting therefrom as may be provided by court order. Consultant will be allowed to retain copies of
all deliverables.
B. CONSULTANT TO DELIVER CITY PROPERTY. Immediately upon termination, or upon the
request by the City, the City shall be entitled to, and the Consultant shall deliver to the City, all data,
drawings, specifications, reports, estimates, summaries and other such materials and property of the
City as may have been prepared or accumulated to date by the Consultant in performing this Contract.
Consultant will be allowed to retain copies of all deliverables to the City.
9. CONFLICTS OF INTEREST:
A. CONSULTANT covenants that neither it, nor any officer or principal of its firm, has or shall
acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City
or which would in any way hinder Consultant’s performance of services under this Contract. Consultant
further covenants that in the performance of this Contract, Consultant shall take reasonable care to
ensure that no person having any such interest shall be employed by it as an officer, employee, agent
or subcontractor without the express written consent of the City Manager. Consultant agrees to at all
times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 40 of 74
City of Atascadero
Firm Name
rev 5/1/06 4
792119.3
the performance of this Contract. Consultant agrees to include language similar to this
Section 9(A) in all contracts with subcontractors and agents for the work contemplated
herein.
10. CONFIDENTIAL INFORMATION:
A. ALL INFORMATION KEPT IN CONFIDENCE. All materials prepared or assembled by
Consultant pursuant to performance of this Contract are confidential and Consultant agrees that they
shall not be made available to any individual or organization without the prior written approval of the
City, except by court order.
B. REIMBURSEMENT FOR UNAUTHORIZED RELEASE. If Consultant or any of its officers,
employees, or subcontractors does voluntarily provide information in violation of this Contract, the City
has the right to reimbursement and indemnity from party releasing such information for any damages
caused by the releasing party’s, including the non-releasing party’s attorney’s fees and disbursements,
including without limitation expert’s fees and disbursements.
C. COOPERATION. City and Consultant shall promptly notify the other party should
Consultant or City, its officers, employees, agents, or subcontractors be served with any summons,
complaint, subpoena, notice of deposition, request for documents, interrogatories, request for
admissions or other discovery request, court order or subpoena from any party regarding this Contract
and the work performed thereunder or with respect to any project or property located within the City.
City and Consultant each retains the right, but has no obligation, to represent the other party and/or be
present at any deposition, hearing or similar proceeding. Consultant and City agree to cooperate fully
with the other party and to provide the other party with the opportunity to review any response to
discovery requests provided by Consultant or City. However, City and Consultant’s right to review any
such response does not imply or mean the right by the other party to control, direct, or rewrite said
response.
11. PROVISION OF LABOR, EQUIPMENT AND SUPPLIES:
A. CONSULTANT PROPERTY. Consultant shall furnish all necessary labor, supervision,
equipment, communications facilities, and supplies necessary to perform the services required by this
Contract. City acknowledges that all equipment and other tangible assets used by Consultant in
providing these services are the property of Consultant and shall remain the property of Consultant
upon termination of this Contract.
B. SPECIAL SUPPLIES. City shall be responsible for supplying any special supplies,
stationary, notices, forms or similar items that it requires to be issued with a City logo. All such items
shall be approved by the City Manager and shall be provided at City’s sole cost and expense.
12. COMPLIANCE WITH LAW:
A. COMPLIANCE REQUIRED. Consultant shall keep itself informed of applicable local, state,
and federal laws and regulations which may affect those employed by it or in any way affect the
performance of its services pursuant to this Contract. Consultant shall observe and comply with all
applicable laws, ordinances, regulations and codes of federal, state and local governments, and shall
commit no trespass on any public or private property in performing any of the work authorized by this
Contract. Consultant shall at all times hold a valid contractor’s license if performing any function or
activity for which a license is required pursuant to Chapter 9 (commencing with section 7000) of
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 41 of 74
City of Atascadero
Firm Name
rev 5/1/06 5
792119.3
Division 3 of the California Business and Professions Code, and Consultant shall
provide a copy of the license(s) upon the request of the City. The City, its officials,
officers, elected officials, appointed officials and employees shall not be liable at law or in equity as a
result of any failure of consultant to comply with this section.
B. PREVAILING WAGES. The Consultant is required to pay prevailing wages for the work
performed under this Agreement. The Consultant shall pay all penalties and wages as required by
applicable law.
13. SUBCONTRACTING:
None of the services covered by this Contract shall be subcontracted without the prior written
consent of the City Manager. Consultant shall be as fully responsible to the City for the negligent acts
and omissions of its contractors and subcontractors, and of persons either directly or indirectly
employed by them, as it is for the negligent acts and omissions of persons directly employed by
Consultant.
14. ASSIGNABILITY:
Consultant shall not assign or transfer any interest in this Contract whether by assignment or
notation. However, claims for money due or to become due Consultant from the City under this
Contract may be assigned to a financial institution, but only with prior written consent of the City
Manager. Notice of any assignment or transfer whether voluntary or involuntary shall be furnished
promptly to the City. The rights and benefits under this agreement are for the sole and exclusive
benefit of the City and this Contract shall not be construed that any third party has an interest in the
Contract.
15. LIABILITY OF CONSULTANT:
Consultant shall be responsible for performing the work under this Contract in a manner which
is consistent with the generally accepted standards of Consultant’s profession and shall be liable for its
own negligence and the negligent acts of its employees, agents, contractors and subcontractors. The
City shall have no right of control over the manner in which the work is to be done but only as to its
outcome, and shall not be charged with the responsibility of preventing risk to Consultant or its
employees, agents, contractors or subcontractors.
16. INDEMNIFICATION:
A. INDEMNIFICATION FOR PROFESSIONAL LIABILITY. When the law establishes a
professional standard of care for Consultant’s Services, to the fullest extent permitted by law, Consultant
shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and
agents (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and
expenses, including attorneys fees and costs to the extent same are caused in whole or in part by any
negligence or wrongful act, error or omission of Consultant, willful misconduct, or recklessness of its
officers, agents, employees or subconsultants (or any entity or individual that Consultant shall bear the
legal liability thereof) in the performance of professional services under this agreement. With respect to
the design of public improvements, the Consultant shall not be liable for any injuries or property
damage resulting from the reuse of the design at a location other than that specified in Exhibit D without
the written consent of the Consultant.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 42 of 74
City of Atascadero
Firm Name
rev 5/1/06 6
792119.3
B. INDEMNIFICATION FOR OTHER THAN PROFESSIONAL LIABILITY.
Other than in the performance of professional services and to the full extent permitted by law,
Consultant shall indemnify, defend and hold harmless City, and any and all of its employees, officials
and agents from and against any liability (including liability for claims, suits, actions, arbitration
proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any
kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs, interest,
defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in
any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any
individual or entity for which consultant is legally liable, including but not limited to officers, agents,
employees or subconsultants of Consultant.
C. GENERAL INDEMNIFICATION PROVISIONS. Consultant agrees to obtain executed
indemnity agreements with provisions identical to those set forth here in this section for each and every
subconsultant or any other person or entity involved by, for, with or on behalf of Consultant in the
performance of this agreement. In the event consultant fails to obtain such indemnity obligations from
others as required here, Consultant agrees to be fully responsible according to the terms of this section.
Failure of City to monitor compliance with these requirements imposes no additional obligations on City
and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City
as set forth here is binding on the successor, assigns or heirs of Consultant and shall survive the
termination of this agreement or this section.
D. INDEMNITY PROVISIONS FOR CONTACTS RELATED TO CONSTRUCTION. Without
affecting the rights of City under any provision of this agreement, Consultant shall not be required to
indemnify and hold harmless City of liability attributable to the active negligence of City, provided such
active negligence is determined by agreement between the parties or by the findings of a court of
competent jurisdiction. In instances where City is shown to have been actively negligent and where
City’s active negligence accounts for only a percentage of the liability involved, the obligation of
consultant will be for that entire portion or percentage of liability not attributable to the active negligence
of City.
17. INSURANCE:
Consultant shall maintain prior to the beginning of and for the duration of this Agreement
insurance coverage as specified in Exhibit E attached to and part of this agreement.
18. RECORDS:
Consultant shall maintain complete and accurate records with respect to labor costs, material
expenses, parcels abated or serviced and other such information required by City that relates to the
performance of services under this Contract. Consultant shall maintain adequate records of services
provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in
accordance with generally accepted accounting principles and shall be clearly identified and readily
accessible and in a form acceptable to the City, which the City may specify and change from time to
time. Consultant shall provide free access to the representatives of City or its designees, at reasonable
times, to such books and records, shall give City the right to examine and audit said books and records,
shall permit City to make transcripts therefrom as necessary, and shall allow inspection of all work,
data, documents, proceedings, and activities related to this Contract. Such records, together with
supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 43 of 74
City of Atascadero
Firm Name
rev 5/1/06 7
792119.3
19. MISCELLANEOUS PROVISIONS:
A. ASSIGNMENT OR SUBSTITUTION. City has a NONDISCRIMINATION /
NONPREFERENTIAL TREATMENT STATEMENT In performing this Contract, the parties shall not
discriminate or grant preferential treatment on the basis of race, sex, color, age, religion, sexual
orientation, disability, ethnicity, or national origin, and shall comply to the fullest extent allowed by law,
with all applicable local, state, and federal laws relating to nondiscrimination.
B. UNAUTHORIZED ALIENS. Consultant hereby promises and agrees to comply with all of
the provisions of the Federal Immigration and Nationality Act (8 U.S.C.A. & 1101 et seq.), as amended;
and in connection therewith, shall not employ unauthorized aliens as defined therein. Should
Consultant so employ such unauthorized aliens for the performance of work and/or services covered by
this contract, and should the Federal Government impose sanctions against the City for such use of
unauthorized aliens, Consultant hereby agrees to, and shall, reimburse City for the cost of all such
sanctions imposed, together with any and all costs, including attorneys’ fees, incurred by the City in
connection therewith.
C. GOVERNING LAW. The City and Consultant understand and agree that the laws of the
State of California shall govern the rights, obligations, duties, and liabilities of the parties to this
Contract and also govern the interpretation of this Contract. Any litigation concerning this Contract shall
take place in the San Luis Obispo Superior Court, federal diversity jurisdiction being expressly waived.
D. City has an interest in the qualifications of and capability of the persons and entities that will
fulfill the duties and obligations imposed upon Consultant by this Contract. In recognition of that
interest, neither any complete nor partial assignment of this Contract, may be made by Consultant nor
changed, substituted for, deleted, or added to without the prior written consent of City which consent
shall not be unreasonably withheld. Any attempted assignment or substitution shall be ineffective, null,
and void, and constitute a material breach of this Contract entitling City to any and all remedies at law
or in equity, including summary termination of this Contract. Subcontracts, if any, shall contain a
provision making them subject to all provisions stipulated in this Contract.
E. ENTIRE CONTRACT. This Contract constitutes the entire Contract and understanding
between the parties relative to the services specified herein and there are no understandings,
agreements, conditions, representations, warranties or promises, with respect to this Contract, except
those contained in or referred to in this Contract and this Contract supersedes all prior understandings,
agreements, courses of conduct, prior dealings among the parties and documentation of any kind
without limitation.
F. AMENDMENTS. This Contract may be modified or amended, or any of its provisions
waived, only by a subsequent written agreement executed by each of the parties. The parties agree
that this requirement for written modifications cannot be waived and any attempted waiver shall be void.
G. CONSTRUCTION AND INTERPRETATION. Consultant and City agree and acknowledge
that the provisions of this Contract have been arrived at through negotiation and that each party has
had a full and fair opportunity revise the provisions of this Contract and to have such provisions
reviewed by legal counsel. Therefore, any ambiguities in construing or interpreting this Contract shall
not be resolved against the drafting party. The titles of the various sections are merely informational
and shall not be construed as a substantive portion of this Contract.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 44 of 74
City of Atascadero
Firm Name
rev 5/1/06 8
792119.3
H. WAIVER. The waiver at any time by any party of any of its rights with
respect to a default or other matter arising in connection with this Contract shall not be deemed a
wavier with respect to any subsequent default or other matter.
I. SEVERABILITY. The invalidity, illegality or unenforceability, of any provision of this Contract
shall not render the other provisions invalid, illegal or unenforceable.
J. NOTICES. All invoices, payments, notices, demands, requests, comments, or approvals
that are required to be given by one party to the other under this Contract shall be in writing and shall
be deemed to have been given if delivered personally or enclosed in a properly addressed envelope
and deposited in a United States Post Office for delivery by registered or certified mail addressed to the
parties (deemed to have been received three (3) business days after deposit in the U.S. Mail) at the
following addresses:
City: City of Atascadero
Terrie Banish, Director
Community Services & Promotions Department
6500 Palma Avenue
Atascadero, CA 93422
Consultant: [Name]
[address]
[city, state zip]
Each party may change the address at which it gives notice by giving ten (10) days advance,
written notice to the other party.
K. AUTHORITY TO EXECUTE. The person or persons executing this Contract on behalf of
Consultant warrant and represent that they have the authority to execute this Contract on behalf of their
agency and further warrant and represent that they have the authority to bind Consultant to the
performance of its obligations hereunder.
AGREED to this ______ day of __________, 2020 by the parties as follows,
Approved as to form:
____________________________________
Counsel for consultant
[Name]
By:__________________________________
[Name and Title]
Approved as to form:
By:_________________________________
Dave Fleishman, Agency Attorney
City of Atascadero
By:__________________________________
James R. Lewis, City Manager
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 45 of 74
City of Atascadero
Firm Name
rev 5/1/06 9
792119.3
CERTIFICATE OF COMPLIANCE
WITH LABOR CODE § 3700
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be
insured against liability for workers’ compensation or to undertake self-insurance in accordance with the
provisions of that code, and I have complied or will comply with such provisions before commencing the
performance of the work of this contract. (Cal. Labor C. §§1860, 1861.)
CONSULTANT
_____________________________
Signature and Title
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 46 of 74
City of Atascadero
Firm Name
rev 5/1/06 10
792119.3
CONTRACTOR ACKNOWLEDGEMENT OF LABOR CODE REQUIREMENTS
Contractor acknowledges that under California Labor Code sections 1810 and following, 8 hours of
labor constitutes a legal day’s work. Contractor will forfeit as a penalty to City the sum of $25.00 for
each worker employed in the execution of this Contract by Contractor or any subcontractor for each
calendar day during which such worker is required or permitted to work more than 8 hours in any one
calendar day and 40 hours in any one calendar week in violation of the provisions of Labor Code
section 1810. (Labor Code § 1813.)
Attention is given to the fact that both Federal (Davis-Bacon) and State of California prevailing wage
rate requirements apply to this project. Not less than the greater of the Federal Davis-Bacon wage rates
or the general prevailing wage rate of per diem wages and the Federal prevailing rates for holiday and
overtime must be paid on this project. State of California prevailing wage rates are available online at
www.dir.ca.gov/dlsr/pwd/southern.html.
Contractor shall post at the work site, or if there is no regular work site then at its principal office, for the
duration of the Contract, a copy of the determination by the Director of the Department of Industrial
Relations of the specified prevailing rate of per diem wages. (Labor Code § 1773.2.)
Contractor, and any subcontractor engaged by Contractor, shall pay not less than the specified
prevailing rate of per diem wages to all workers employed in the execution of the contract. (labor code
§ 1774.) Contractor is responsible for compliance with Labor Code section 1776 relative to the
retention and inspection of payroll records.
Contractor shall comply with all provisions of Labor Code section 1775. Under section 1775,
Contractor may forfeit as a penalty to city up to $50.00 for each worker employed in the execution of
the Contract by Contractor or any subcontractor for each calendar day, or portion thereof, in which the
worker is paid less than the prevailing rates. Contractor may also be liable to pay the difference
between the prevailing wage rates and the amount paid to each worker for each calendar day, or
portion thereof, for which each worker was paid less than the prevailing wage rate.
Nothing in this Contract prevents Contractor or any subcontractor from employing properly registered
apprentices in the execution of the contract. Contractor is responsible for compliance with Labor Code
section 1777.5 for all apprenticeable occupations. This statute requires that contractors and
subcontractors must submit contract award information to the applicable joint apprenticeship
committee, must employ apprentices in apprenticeable occupations in a ratio of not less than one hour
of apprentice’s work for every five hours of labor performed by a journeyman (unless an exception is
granted under § 1777.5), must contribute to the fund or funds in each craft or trade or a like amount to
the California Apprenticeship Council, and that contractors and subcontractors must not discriminate
among otherwise qualified employees as apprentices solely on the ground of sex, race, religion, creed,
national origin, ancestry or color. Only apprentices defined in Labor Code sections 3077, who are in
training under apprenticeship standards and who have written apprentice contracts, may be employed
on public works in apprenticeable occupations.
Consultant
_______________________________
Name and Title
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 47 of 74
658615.1
DRAFT 06/4/01 4:33 PM A-1
EXHIBIT A
Scope of Work
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 48 of 74
658615.1
DRAFT 06/4/01 4:33 PM B-1
EXHIBIT B
Compensation and Method of Payment
TOTAL COST OF CONTRACT NOT TO EXCEED $xx,xxx
WITHOUT PRIOR WRITTEN AUTHORIZATION
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 49 of 74
rev 5/1/06 C-1
792119.3
EXHIBIT C
Items Provided by City
(insert here)
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 50 of 74
658615.1
DRAFT 06/4/01 4:33 PM D-1
EXHIBIT D
Location Schedule
(insert here)
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 51 of 74
658615.1
DRAFT 06/4/01 4:33 PM E-1
EXHIBIT E
Insurance Requirements
The Consultant shall procure and maintain for the duration of the contract insurance against claims for
injuries to persons or damages to property which may arise from or in connection with the performance of
the work hereunder by the Consultant, its agents, representatives, employees, or subconsultants.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1
(any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the consultant's profession.
Minimum Limits of Insurance. Consultant shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Consultant; products
and completed operations of the Consultant; premises owned, occupied or used by the
Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage
shall contain no special limitations on the scope of protection afforded to the City, its officers,
official, employees, agents or volunteers.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 52 of 74
Insurance Requirements (continued)
2. For any claims related to this project, the Consultant's insurance coverage shall be primary
insurance as respects the City, its officers, officials, employees, agents and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents or
volunteers shall be excess of the Consultant's insurance and shall not contribute with it.
3. The Consultant's insurance shall apply separately to each insured against whom claim is made or
suit is brought, except with respect to the limits of the insurer's liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be
suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30)
days' prior written notice by certified mail, return receipt requested, has been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no
less than A: VII.
Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be
received and approved by the City before work commences.
END SAMPLE
CONTRACT
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 53 of 74
Appendix
Electrical & Landscape Plans covering the Four Different Areas Outlined in RFP:
Downtown Holiday Lighting Design RFP - Plan Sets
Holiday Lighting Design Ideas for RFP: Note: This Project allows for other creative ideas,
this is an example of some of the lighting ideas that may or may not compliment our existing
lights.
ITEM NUMBER: B-2
DATE: 03/20/24
ATTACHMENT: 2
Page 54 of 74
ITEM NUMBER: B-3
DATE: 03/20/24
ADVISORY BOARD FOR THE ATASCADERO TOURISM
BUSINESS IMPROVEMENT DISTRICT
Staff Report
California Mid-State Fair ATBID/City
Shared Sponsorship Opportunity
RECOMMENDATION:
ATBID Advisory Board review and provide staff direction on the 2024 California Mid-State
Fair shared sponsorship opportunity with the City.
DISCUSSION:
The California Mid-State Fair has provided their annual sponsorship opportunity—similar
to the 2023 sponsorship in which ATBID and the City participated—with the exclusion of
the bus transportation option. The fair is back to a regular experience including carnival
rides, live entertainment, local bands, concerts, contests, awards, food, merchants, and
the renowned livestock program.
In the past, the sponsorship has been shared with the City, and this year, like last year,
will be the same dollar amount, with the same exclusion of the bus option. At this time, it
does not appear the busses will be an option in the future. The hotels can plan for their
own shuttles, but the Mid-State Fair will not be able to provide a bus.
The sponsorship will continue to be at the $7,500 level and provides the opportunity to
have the VIP passes/parking, access to sponsor concert reception area, concert and fair
admission ticketing program for Visit Atascadero promotions, sponsor tie-in with branded
Visit Atascadero glasses for the distilled spirits awards, sponsor tie-in with Visit
Atascadero on Fair’s Instagram promotion, along with sponsor mention and local
business tie-in to the apple pie judging, as well as signage presence and announcements
throughout the fair. The ticketing program can be offered this year to hotel employees in
addition to City employees with the option to purchase both concert and admission tickets.
The City would like to continue sharing this sponsorship expense with the ATBID as it is
a program that benefits both tourism and the community.
Page 55 of 74
ITEM NUMBER: B-3
DATE: 03/20/24
FISCAL IMPACT:
Up to $3,750.
ATTACHMENT:
1. Mid-State Fair Sponsorship Proposal 2024
2. Mid-State Fair Final Results 2023
Page 56 of 74
CALIFORNIA MID-STATE FAIR – P.O.BOX 8, PASO ROBLES, CA 93447
TOM KEFFURY TK@MIDSTATEFAIR.COM 805-459-5530
SPONSORSHIP DETAILS (not official agreement)
CITY OF ATASCADERO/VISIT ATASCADERO
6500 PALMA AVENUE, ATASCADERO, CA 93422
TERRIE BANISH – (805) 235-2539 – tbanish@atascadero.org
Scope of Work
Contractor agrees to provide to the State, California Mid-State Fair, in Paso Robles, California, the
following sponsorship:
Contractor agrees to:
1.) Pay to the State the sum of $7,500 cash per year of agreement, no later than JUNE 1, 2024.
2.) Term of this agreement is JAN 1, 2024 – DEC 31, 2024.
3.) All sponsorship monies shall be paid in full no later than and in amounts no less than the payment
terms listed above in Item 1. Sponsorship benefits may be revoked or paused if any scheduled
payment is not made on time and in full.
In exchange for the above, State agrees to provide the Contractor with the following:
1.) Advertising & Exposure
a. Business Listing in Official Daily Schedule.
b. Business Logo/Link on CMSF Website (www.midstatefair.com).
c. Signage – (All signs shall be supplied to the State by Contractor using lightweight, 1/4-inch
corrugated plastic material for sign. State will hang sign(s) at no charge to Contractor.
Contractor to maintain, update and/or replace sign should sign fade or new logo is needed)
i. One (1) Equestrian Center (4’ x 8’) Sign.
2.) Hospitality
a. Twelve (12) Single-Day Admission Passes which will give you complimentary admission
one day of the Fair.
b. Two (2) Season VIP/Photo Passes which will give you complimentary admission each day of
the Fair.
c. One (1) VIP Parking Pass which will give you complimentary admission to the Oak Tree
Lot, located on Riverside Avenue, across the street from the South Gate Entrance/Exit.
d. Access to our outdoor Sponsor Reception Area, which features light appetizers,
complimentary water/soda, and a full no-host bar (concert ticket required).
e. $750 VIP Ticket Credit which will allow you to purchase concert tickets, admission passes
and/or carnival ride tickets. All concert tickets will be in our sponsor hold section.
3.) Special Programming
a. Contractor to be sponsor of Apple Pie Baking Contest taking place THU 7/25/24 and as
such shall receive: Name/logo on all marketing and promotional materials… Name/logo on
print ads purchased in Atascadero News & PR Press… Opportunity to have up to five (5)
celebrity judges of the contest… Press release before the contest… Photo opportunity after
the contest.
b. Contractor to be sponsor of Get Crafty Awards & Tasting taking place on SUN 7/21/24
and as such shall receive: Name/logo on all marketing and promotional materials… Custom
plastic glasses to be used at event… and opportunity to have one (1) celebrity judge at event.
ITEM NUMBER: B-3
DATE: 03/20/24
ATTACHMENT: 1
Page 57 of 74
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
THURSDAY, AUGUST 3, 2023
FOR IMMEDIATE RELEASE
FUN TIMES AT THE 2023 CALIFORNIA MID-STATE FAIR!
PASO ROBLES (CA) – The 77th annual California Mid-State Fair returned for 12 full days of fun
July 19-30 with a theme of “Shake, Rattle & Roll!” In addition to the usual attractions of 4-H and
FFA Exhibitors, Carnival Rides & Games, Exhibits, Food, Shopping and Live Music… the Fair
was also highlighted by the return of the popular dance area, La Cantina, and Barnyard Races!
CEO Colleen Bojorquez said, “On behalf of the Staff and the Board of Directors, we are
delighted with the results of the 2023 California Mid-State Fair. The support from the community
to celebrate the traditions of San Luis Obispo County and to see the staff’s hard work is truly
inspiring. We couldn’t do it without you.”
LIVESTOCK AUCTIONS
Revenue from the 2023 livestock auctions raised 2,689,519 on 770 animals (unofficial). Of that,
$672,000 came from the Replacement Heifer Sale and $2,017,519 came from the Junior
Livestock Auction, an increase over last year. Add-ons close August 6, so auction totals will
increase after August 7. The new Small Animal Auction brought in $7,737.
MICHELOB ULTRA CONCERT SERIES
Concerts in the Chumash Main Grandstand saw just over 91,000 guests attending
performances, an increase of a couple thousand ticket buyers over last year’s total. This year,
the biggest attractions were a sold-out Luke Bryan concert, Pitbull, Tim McGraw, Nelly, and Los
Tucanes de Tijuana.
INDUSTRIAL ARTS AUCTION
This year’s auction brought in a stunning $225,550 – on 61 projects – an increase of $34,000
over last year, the most ever raised in a single-year! Thanks to the generous support from the
community, over $1.1 million has been brought in since the auction began over 23 years ago.
OVERALL ATTENDANCE
Total overall attendance topped 334,000 (unofficial) which was a 0.5% increase over last year’s
Fair. While official ticket counts will take several weeks to calculate, the Fair wishes to sincerely
thank all those who participated in, and/or attended the 2023 Fair!
CARNIVAL
Helm and Sons Amusements, Inc. of Colton, California generated $1,670,000 in total revenue, a
4% increase from 2022… and that included a completely FREE day of rides, on Opening Day!
ITEM NUMBER: B-3
DATE: 03/20/24
ATTACHMENT: 2
Page 58 of 74
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
EXHIBITS
There were 7,673 entries between both adult and youth which was up once again from last
year’s 6,206. Also, the number of exhibitors between adult and youth grew this year (1,018)
from last year (958).
CONCESSIONS
Slightly over 50 food and beverage (non-alcoholic) vendors reported gross revenues of just over
$3 million dollars.
SPONSORSHIPS
The Fair once again received generous support from businesses and individuals in the form of
corporate sponsorships. Over 95 total sponsors gave over $1.3 million dollars in cash and in-
kind donations.
CENTRAL COAST WINE COMPETITION
The Central Coast Wine Competition named Peachy Canyon Winery as the 2023 Winery of the
Year. The Paso Robles winery had 17 entries placed this year with one best of class award, one
double gold, nine golds, six silvers and one bronze. This is the first Winery of the Year honor for
them. Other winners:
● Best of Show/Best of White – Lucas & Lewellen, Buellton, CA, 2022 Viognier
● Best Dessert – Glunz Family Winery & Cellars, Paso Robles, CA, Mission Angelica
● Best Red – Pear Valley, Paso Robles, CA, 2019 Merlot
● Best Rosé – Villa San-Juliette, San Miguel, CA, 2022 Rosé Reserve
● Best Sparkling – Broken Earth, Paso Robles, CA, 2018 Sotto Voce
CALIFORNIA CRAFT SPIRITS COMPETITION
Two divisions, one for spirits made in California and the second for spirits made outside of
California. Each has 64 classes available.
● Best of Show/Best of Class Whiskey – KROBAR, San Luis Obispo, CA, Single Malt
Whiskey
● Best of Class Liqueurs – Bethel Rd. Distillery, Templeton, CA, Nut Liqueur
● Best of Class Gin – KROBAR, San Luis Obispo, CA, Contemporary Gin
● Best of Class Vermouth – Rockwell Vermouth Company, Santa Rosa, CA, Vermouth
● Best of Class Moonshine - The Mob Museum, Las Vegas, NV, Moonshine
SAN LUIS OBISPO COUNTY WINE INDUSTRY AWARDS
• Wine Industry Person of the Year Mike Sinor, founder/co-founder, Sinor-LaVallee Wine
Co. & Ancient Peaks Winery
• Wine Grape Grower of the Year Erin Amaral, vineyard manager, Pacific Coast Farming
• Winemaker of the Year Matt Trevisan, owner and winemaker, Linne Calodo
• Lifetime Achievement Award: Linda Cooks, Wine and Liquor Manager, Albertsons Paso
Robles
ITEM NUMBER: B-3
DATE: 03/20/24
ATTACHMENT: 2
Page 59 of 74
PHYSICAL: 2198 Riverside Avenue, Paso Robles, CA 93446
MAILING: PO Box 8, Paso Robles, CA 93447
www.midstatefair.com
AGRICULTURE AWARDS
● George Donati, Agriculturalist of the Year;
● Suze Evenson, CattleWoman of the Year; and
● Mike Massey, Cattleman of the Year
COUNTRY RODEO FINALS WINNERS
The Country Rodeo Finals All-Around Cowboy was Cody Mora. Other winners:
● TEAM PENNING
○ Quinn Tannehill, Misty Tartaglia, Janalee Johnsen
● BARRELS
○ Kathryn Varian
● RANCH ROPE & BRAND
○ Franky Martinez, Danny Leslie, Colter Negranti, Francisco Cruz
● MIXED RIBBON ROPING
○ Colter Negranti, Brittany Kelly
● MATCH ROPING
○ Dugan Kelly, Danny Leslie
● DOUBLE MUGGING
○ Tristan Schmidt, Edgar Machado
● LADIES BREAKAWAY ROPING
○ Becca Mora
MISS CALIFORNIA MID-STATE FAIR
The California Mid-State Fair announced that 20-year-old Kerrigan Jensen, of Santa Margarita,
had been crowned the 2023 Miss California Mid-State Fair Queen. 18-year-old Jenna
Wilshusen of Paso Robles was the 1st Runner Up and 17-year-old Natalie Boyd of Paso Robles
was 2nd Runner Up.
PANCAKE BREAKFAST
The Annual Free Pancake Breakfast, hosted by the California Mid-State Fair and the Paso
Robles Main Street Association, served 1,500 people breakfast, up from 750 last year!
Community members loved the train and horse rides around the park after eating a delicious
meal in the park. Thank you to the downtown local businesses who handed out breakfast
tickets, the vendors, and volunteers!
The 2024 California Mid-State Fair runs July 17-28, 2024.
For more information, please contact publicity@midstatefair.com
ITEM NUMBER: B-3
DATE: 03/20/24
ATTACHMENT: 2
Page 60 of 74
ITEM NUMBER: B-4
DATE: 03/20/24
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 January 2024. The Transient Occupancy Tax (TOT) report is also
provided, showing TOT revenues to date through March 14, 2024.
FISCAL IMPACT:
None.
ATTACHMENTS:
1. ATBID Expenditure Detail Report (FY 23-24)
2. ATBID Summary 23-24
3. Tourism Report – Transient Occupancy Tax Revenues (3.14.24)
Page 61 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6000000 Operating Services and Supplies
0000.6050000 Office Expense
0000.6050000 Office Expense 0.00 0.00 250.00 0.00 250.00 0.00
0000.6052053 Letterhead/Envelopes 0.00 0.00 0.00 0.00 0.00 0.00
80.62 1/31/2024 je GJ JE24 01-05
235Line Description: Supplies Allocation - Jan 2024
80.62 80.62 0.000000.6052053 Letterhead/Envelopes 0.00 -80.62 0.00
Total Office Expense 32.25 80.62 80.62 0.00 169.38 250.00
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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 62 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077025 Digital Media Advertising (Continued)
84.95 8/1/2023 ap IN 15827
235Line Description: WEBSITE MAINTENANCE
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 175463
664.11 8/31/2023 ap IN 11443
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 175952
-664.11 8/31/2023 po LI 11443
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 63 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077025 Digital Media Advertising (Continued)
13,078.27 10/31/2023 ap IN 11547
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 176460
-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
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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 64 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077025 Digital Media Advertising (Continued)
-10,483.49 12/31/2023 po LI 11632
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
49.95 1/4/2024 ap IN 16607
235Line Description: SECURE WEB HOSTING
Vendor: 07343 CLEVER CONCEPTS, INC. Check # 176856
5,228.52 1/31/2024 ap IN 11673
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 177350
-5,228.52 1/31/2024 po LI 11673
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
50,863.07 50,863.07 0.000000.6077025 Digital Media Advertising 60,081.58 -110,944.65 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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 65 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077060 Advertising (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
17,000.00 11/1/2023 ap IN 14462
235Line Description: SOJERN CO-OP
Vendor: 00406 VISIT SLO CAL Check # 177238
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 66 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6077060 Advertising (Continued)
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
1,600.00 1/26/2024 je GJ JE24 01-10
235Line Description: Reclass-2023 IPW Registration
38,648.22 38,648.22 0.000000.6077060 Advertising 3,701.78 -42,350.00 0.00
Total Advertising 87.60 89,511.29 89,511.29 63,783.36 21,705.35 175,000.00
0000.6400000 Operating Supplies
0000.6402040 Food for Events / Meetings 0.00 0.00 0.00 0.00 0.00 0.00
1,600.00 1/26/2024 ap IN 14503
235Line Description: 2023 IPW REGISTRATION
Vendor: 00406 VISIT SLO CAL Check # 177224
-1,600.00 1/26/2024 je GJ JE24 01-10
235Line Description: Reclass-2023 IPW Registration
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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 67 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
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
-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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 68 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
-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
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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 69 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6501125 Promotions Consultants (Continued)
8,085.00 1/31/2024 ap IN 11673
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 177350
-8,085.00 1/31/2024 po LI 11673
235Line Description: DESTINATION MARKETING SERVICES
Vendor: 06479 VERDIN Check # 0
65,400.00 65,400.00 0.000000.6501125 Promotions Consultants 24,600.00 -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
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
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 70 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
0000.6509032 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
7,500.00 12/12/2023 ap IN 12122023
235Line Description: AT HER TABLE 2024 EVENT
Vendor: 09315 ECOLOGISTICS, INC. Check # 176644
10,000.00 1/23/2024 ap IN 1154
235Line Description: 2024 BOVINE CLASSIC GRAVEL RID
Vendor: 08979 LOCOMOTIV PERFORMANCE COACHING Check # 177440
65,000.00 65,000.00 0.000000.6509032 Additional Promotional Services 0.00 -65,000.00 0.00
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 71 of 74
03/14/2024
CITY OF ATASCADERO
10:45AM
expdetl.rpt Expenditure Detail Report
07/01/2023 through 01/31/2024
Periods: 0 through 7
Atascadero Tourism Bus Improv Dist235
Atascadero Tourism Bus Improv Dist Fund635
Atascadero Tourism Bus Improv Dist0000
Prct
Used
Balance
Year-to-date
Encumbrances
Year-to-date
Expenditures
Expenditures
Adjusted
Appropriation
Account Number
Total Contract Services 144,149.98 144,149.98
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
Total Operating Services and Supplies 89.64 234,216.89 234,216.89 88,383.36 37,289.75 359,890.00
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
76.83 234,216.89 234,216.89 88,383.36 97,289.75 419,890.00Total Atascadero Tourism Bus Improv Dist
Grand Total 234,216.89 234,216.89 76.83 88,383.36 97,289.75 419,890.00
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 1
Page 72 of 74
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 01/31/2024 2023-2024
REVENUES
41530.6300 Taxes and Assessments 278,184$ 224,609$ 277,287$ 409,652$ 431,401$ 232,320$ 414,120$
45920.0003 Assessment Penalties - 133 - 933 3,904 158 -
46110.0000 Investment Earnings 9,631 10,720 2,027 (11,341) 2,966 - 19,400
Total Revenue 287,815 235,462 279,314 399,244 438,271 232,479 433,520
EXPENSES
6050000 Office Expense - - - 264 - 81 250
6070000 Advertising 178,720 120,110 43,142 127,366 126,556 87,911 175,000
6400000 Operating Supplies - - - - - 1,600 -
6500000 Contract Services **143,482 120,525 106,295 143,436 163,051 146,442 172,500
6600000 Professional Development 425 - - 731 - 475 8,000
6740000 Business Development - - - - - - -
6900000 Administration 2,782 2,246 2,774 4,106 4,353 2,325 4,140
7805029 Opportunities Funding - - - - - - 60,000
Total Expenses 325,408 242,881 152,211 275,903 293,960 238,833 419,890
NET INCOME/(LOSS)(37,593) (7,419) 127,103 123,341 144,311 (6,354) 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$ 662,067$ 657,990$
*Actual numbers are unaudited, not yet finalized and are subject to change
**Contract Services
Special Events
Atascadero Fall Festival Sponsorship 2024 20,000$
Cider Festival Sponsoship 7,500
Garagiste Events 15,000
Spartan Race Co-Sponsorship 5,000
At Her Table Sponsorship 7,500
Bovine Classic 10,000
Destination Marketing Services 65,400
Administrative Services Fee 16,042
146,442$
Atascadero Tourism Business Improvement District (ATBID) Fund
3/14/2024
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 2
Page 73 of 74
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$ 489,719.05$ -$ -$ 1,157,734.12$
* This report includes receipts in the correct quarter earned, not in the quarter received. It will not be the same as the City's
financial statements.
ITEM NUMBER: B-4
DATE: 03/20/24
ATTACHMENT: 3
Page 74 of 74