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Home My WebLink AboutTBID_2018-03-21_Agenda PacketADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT AGENDA Wednesday, March 21, 2018 at 2:30 P.M. Atascadero City Hall - 6500 Palma Avenue, Club Room Atascadero, California CALL TO ORDER: ROLL CALL: Chairperson Amar Sohi, Holiday Inn Express and Suites Vice-Chairperson Deana Alexander, The Carlton Hotel Board Member Jaclyn Dawson, SpringHill Suites by Marriott Board Member Tom O’Malley, Portola Inn Board Member Daniel Brewer, Best Western Plus Colony Inn 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 Draft Action Minutes – February 21, 2018 •Recommendation: Approve the Draft Action Minutes of February 21, 2018. [Big Red Marketing] 2.ATBID Draft Action Minutes – March 9, 2018 Special Meeting •Recommendation: Approve the Draft Action Minutes of March 9, 2018 Special Meeting. [Big Red Marketing] B. BUSINESS ITEMS 1.Wine Speak 2019 Event Sponsorship •Recommendation: Approve a sponsorship of Wine Speak 2019 in the amount of $15,000. [Wine Speak Paso Robles] •Fiscal Impact (GL 2802): $15,000. 2.Templeton Tennis Ranch Events Presentation •Recommendation: Discuss and provide staff direction on potential sponsorship of Templeton Tennis Ranch Events. [Templeton Tennis Ranch] •Fiscal Impact (GL 2802): None. 3.Revised ATBID Event Sponsorship Application •Recommendations: 1.Approve revised ATBID Event Sponsorship Checklist and Application. [Big Red Marketing] 2.Discuss and provide staff direction on event renewal policy. [Big Red Marketing] •Fiscal Impact (GL 2802): None. 4.Host Compliance Renewal •Recommendation: Approve one-year renewal with Host Compliance for $2,700. [Big Red Marketing] •Fiscal Impact (GL 2104): Up to $2,700. 5.Monthly Marketing Statistics Summary •Recommendation: Receive and file February Marketing Statistics Report. [Verdin Marketing] •Fiscal Impact: None. 6.Monthly Budget Report •Recommendation: Receive and file January Budget Report. [Big Red Marketing] •Fiscal Impact: None. C.UPDATES 1.Visit SLO CAL TMD Update – Chairperson Sohi 2.Destination Management Update – Big Red Marketing 3.City Business Update – City Manager’s Office CI.BOARD MEMBER COMMENTS CII.ADJOURNMENT Atascadero Tourism Business Improvement District (ATBID) WELCOME TO THE ATBID MEETING The ATBID Advisory Board meets in regular session on the third Wednesday of each month at 2:30 p.m. Board meetings will be held at the Atascadero City Hall, 6500 Palma Avenue, Atascadero. Matters are considered by the Advisory Board in the order of the printed Agenda. 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 during City Hall business hours at the Atascadero City Hall, 6500 Palma Avenue, Atascadero, and on our website, www.atascadero.org. All documents submitted by the public during Advisory Board meetings that are either read into the record or referred to in their statement will be noted in the minutes and available for review in the City Clerk's office. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City meeting or other services offered by this City, please contact the City Manager’s Office or the City Clerk’s Office, both at (805) 470-3400. Notification at least 48 hours prior to the meeting or time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service. TO SPEAK ON SUBJECTS NOT LISTED ON THE AGENDA Under the Agenda item, “PUBLIC COMMENT”, the Chairperson will call for anyone from the audience wishing to speak concerning any item not on the Agenda to approach the lectern and be recognized. 1.Give your name for the record (not required) 2.State the nature of your business. 3.All comments are limited to 3 minutes. 4.All comments should be made to the Chairperson and Advisory Board. 5.No person shall be permitted to make slanderous, profane or negative personal remarks concerning any other individual, absent or present. This is the time items not on the Agenda may be brought to the Advisory Board’s attention. A maximum of 30 minutes will be allowed for PUBLIC COMMENT (unless changed by the Advisory Board). If you wish to use a computer presentation to support your comments, you must notify the City Clerk's office at least 24 hours prior to the meeting. Digital presentations must be brought to the meeting on a USB drive or CD. You are required to submit to the City Clerk a printed copy of your presentation for the record. Please check in with the City Clerk before the meeting begins to announce your presence and turn in your printed copy. TO SPEAK ON AGENDA ITEMS (from Title 2, Chapter 1 of the Atascadero Municipal Code) Members of the audience may speak on any item on the agenda. The Chairperson will identify the subject, staff will give their report, and the Advisory Board will ask questions of staff. The Chairperson will announce when the public comment period is open and will request anyone interested to address the Advisory Board regarding the matter being considered to step up to the lectern. If you wish to speak for, against or comment in any way: 1.You must approach the lectern and be recognized by the Chairperson 2.Give your name (not required) 3.Make your statement 4.All comments should be made to the Chairperson and Advisory Board 5.No person shall be permitted to make slanderous, profane or negative personal remarks concerning any other individual, absent or present 6.All comments limited to 3 minutes The Chairperson will announce when the public comment period is closed, and thereafter, no further public comments will be heard by the Advisory Board. ITEM NUMBER: A-1 DATE: 3/21/18 Atascadero TBID February 21, 2018 Page 1 of 5 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT DRAFT ACTION MINUTES Wednesday, February 21, 2018 at 2:30 P.M. Atascadero City Hall - 6500 Palma Avenue, Club Room Atascadero, California CALL TO ORDER: Chairperson Sohi called the meeting to order at 2:30 p.m. ROLL CALL: Present: Board Member Brewer, Board Member Dawson, Board Member O’Malley, Vice Chairperson Alexander, and Chairperson Sohi. Vacant: None. Absent: None. Staff Present: Destination Management Consultant Amanda Diefenderfer, Destination Management Consultant Angelica Ottman, Marketing Consultant Stephanie Sawyer, and Deputy City Manager/Outreach Promotions Terrie Banish. APPROVAL OF AGENDA: MOTION: By Board Member O’Malley and seconded by Chairperson Sohi to approve the agenda with the modification to discuss and vote on item B-5 prior to item B-1. Motion passed 5:0 by a roll call vote. PUBLIC COMMENT: None. A. CONSENT CALENDAR 1. ATBID Draft Action Minutes – January 17, 2018 • Recommendation: Approve the Draft Action Minutes of January 17, 2018. [Big Red Marketing] Page 4 of 74 ITEM NUMBER: A-1 DATE: 3/21/18 Atascadero TBID February 21, 2018 Page 2 of 5 MOTION: By Vice Chairperson Alexander and seconded by Board Member Brewer to approve the consent calendar. Motion passed 5:0 by a roll call vote. B. BUSINESS ITEMS Item B-5 was discussed and voted on prior to item B-1. 1. Z-Day California Car Show Event Update Presentation • Recommendation: Receive and file event planning progress presentation on the 2018 Z-Day California Car Show. [SOCALZ] • Fiscal Impact (GL 2802): None. Tony Anaya of Z-Day California Car Show gave the presentation and answered questions from the Board. Public Comment: Matt Dolman and Amanda Wittstrom-Higgins. The Event Update Presentation was received and filed by the Board. 2. Tent City Marathon Event Update Presentation • Recommendation: Receive and file event planning progress presentation on the 2018 Tent City Marathon. [Vitality Fitness] • Fiscal Impact (GL 2802): None. Victoria Hartt of Vitality Fitness gave the presentation and answered questions from the Board. Board Member Dawson left the meeting at 3:33 p.m. Public Comment: Jessica Sohi. The Event Update Presentation was received and filed by the Board. 3. Central Coast Craft Beer Fest Event Update Presentation • Recommendation: Receive and file event planning progress presentation on the 2018 Central Coast Craft Beer Fest. [Central Coast Brewers Guild] • Fiscal Impact (GL 2802): None. Matt Dolman of Central Coast Brewers Guild gave the presentation and answered questions from the Board. Public Comment: Jessica Sohi. The Event Update Presentation was received and filed by the Board. Page 5 of 74 ITEM NUMBER: A-1 DATE: 3/21/18 Atascadero TBID February 21, 2018 Page 3 of 5 4. Wine Speak Recap Presentation • Recommendation: Receive and file event recap on 2018 Wine Speak event. [Rossi Foundation] • Fiscal Impact (GL 2802): None. Amanda Wittstom-Higgins with the Rossi Foundation and Ancient Peaks Winery gave the presentation and answered questions from the Board; during her presentation she handed out an in-depth 2018 Recap Report (Exhibit B), the program (Exhibit C), promotional postcard (Exhibit D) and promotional flyer (Exhibit E). Public Comment: None. The Event Recap Presentation was received and filed by the Board. 5. Goodway Group Digital Co-op Advertisement Opportunity with Visit SLO CAL • Recommendation: Approve $20,000 digital co-op advertisement opportunity with Visit SLO CAL. [Verdin Marketing] • Fiscal Impact (GL 2502): $20,000. Marketing Consultant Sawyer gave the presentation. Destination Management Consultant Ottman provided additional insights regarding the budget. Sawyer and Ottman answered questions from the Board. Public Comment: Jessica Sohi. MOTION: By Board Member O’Malley and seconded by Chairperson Sohi to approve the recommendation to support a $20,000 digital co-op advertisement opportunity with Visit SLO CAL pursuing placement with option A of both categories noted in the packet. Motion passed 5:0 by a roll-call vote. Board Member O’Malley left the meeting at 4:28 p.m. 6. Monthly Marketing Statistics Summary • Recommendation: Receive and file January Marketing Statistics Report. [Verdin Marketing] • Fiscal Impact: None. Marketing Consultant Sawyer gave the presentation and answered questions from the Board. Public Comment: Jessica Sohi. The Monthly Marketing Statistics Summary was received and filed by the Board. Page 6 of 74 ITEM NUMBER: A-1 DATE: 3/21/18 Atascadero TBID February 21, 2018 Page 4 of 5 7. Monthly Budget Report • Recommendation: Receive and file December Budget Report. [Big Red Marketing] • Fiscal Impact: None. Destination Management Consultant Ottman gave the presentation and answered questions from the Board. Public Comment: None. The Monthly Budget Report was received and filed by the Board. C. UPDATES 1. Visit SLO CAL TMD Update – Chairperson Sohi updated the Board that there was no Visit SLO CAL Board Meeting this month. The new Visit SLO CAL website launched. 2. Visit SLO CAL Marketing Committee Update – Deputy City Manager Banish updated that the Visit SLO CAL Marketing Committee will be meeting on March 13, to plan for the upcoming fiscal year. She is working with Visit SLO CAL to promote events through their website. 3. Short-term Rentals/Host Compliance Update – Deputy City Manager provided an update that Host Compliance continues to support efforts to identify lodging properties and help bring them into compliance. 4. Destination Management Update – Destination Manager Ottman updated that Ashlee Akers from Verdin Marketing will be attending IPW to represent Visit Atascadero. Big Red Marketing and other Visit Atascadero staff and contractors attended a Brown Act training. Ottman informed the Board that the destination management support for the March Board Meeting will be led by Destination Management Consultant Amanda Diefenderfer. 5. City Business Update – Deputy City Manager Banish provided a report on the recent update of the municipal code that will affect zoning for business types in Downtown Atascadero. Other updates included the town hall meeting regarding the Colony District Committee, new businesses opening in Atascadero, business development plans around Colony Square, a new bounce house business pursuing a location in the City, work with a consultant to enhance the El Camino Real corridor, and the addition of The Habit. Additionally, an update was provided on the Santa Maria Brewing project, local, Barbie Butz received the champion of the community award for the state, and the participation of the West Coast Winter Series skate competition held at the A-Town Skate Park. Finally, she recapped the past events that took place in Atascadero and upcoming events. 6. Marketing Committee Update – Destination Manger Ottman updated that there was no marketing committee meeting this month. D. BOARD MEMBER COMMENTS Page 7 of 74 ITEM NUMBER: A-1 DATE: 3/21/18 Atascadero TBID February 21, 2018 Page 5 of 5 None. E. ADJOURNMENT Chairperson Sohi adjourned the meeting at 5 p.m. MINUTES PREPARED BY: _______________________________________________ Amanda Diefenderfer, Destination Management Consultant Exhibit A – Z-Day California postcard provided by Terrie Banish Exhibit B - Wine Speak Recap Report provided by Amanda Wittstrom-Higgins Exhibit C - Wine Speak Program provided by Amanda Wittstrom-Higgins Exhibit D - Wine Speak Postcard provided by Amanda Wittstrom-Higgins Exhibit E - Wine Speak Flyer provided by Amanda Wittstrom-Higgins Exhibit F - Host-Compliance spreadsheet provided by Terrie Banish APPROVED: Page 8 of 74 ITEM NUMBER: A-2 DATE: 3/21/18 Atascadero TBID March 9, 2018 Page 1 of 3 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT DRAFT ACTION MINUTES SPECIAL MEETING AGENDA Friday, March 9, 2018 at 10:00 a.m. Atascadero City Hall - 6500 Palma Avenue, Room 306 Atascadero, California CALL TO ORDER: Chairperson Sohi called the meeting to order at 10:02 a.m. ROLL CALL: Present: Board Member Brewer, Board Member Dawson, Board Member O’Malley, and Chairperson Sohi. Vacant: None. Absent: Vice Chairperson Alexander. Staff Present: Destination Management Consultant Amanda Diefenderfer, Destination Management Consultant Angelica Ottman, Marketing Consultant Stephanie Sawyer, Deputy City Manager/Outreach Promotions Terrie Banish and Deputy City Manager/City Clerk Lara Christensen. APPROVAL OF AGENDA: MOTION: By Board Member O’Malley and seconded by Board Member Brewer to approve the agenda. Motion passed 4:0 by a roll-call vote. A. BUSINESS ITEMS 1.Dissolution of Temporary Finance Committee and Direction for Providing Financial Information to Board •Recommendations: 1.Dissolve temporary ATBID Finance Committee created on January 17, 2018. [Big Red Marketing] Page 9 of 74 ITEM NUMBER: A-2 DATE: 3/21/18 Atascadero TBID March 9, 2018 Page 2 of 3 2. Discuss and provide staff direction to present additional information on a monthly or quarterly basis supporting Board understanding of the ATBID budget. [Big Red Marketing] •Fiscal Impact: None. Destination Management Consultant Ottman presented information on the Temporary Finance Committee. Questions from the Board were answered by Destination Management Consultant Ottman, Destination Management Consultant Diefenderfer and Deputy City Manager Banish. Public Comment: None. MOTION: By Board Member O’Malley and seconded by Chairperson Sohi to accept staff recommendation to dissolve the ATBID Finance Committee. Motion passed 4:0 by a roll-call vote. 2.Dissolution of Marketing Committee and Direction for Addressing Time-Sensitive Promotional Opportunities •Recommendations: 1.Dissolve ATBID Marketing Committee. [Big Red Marketing] 2.Discuss alternative means to respond to time-sensitive promotional opportunities. [Big Red Marketing] •Fiscal Impact: None. Destination Management Consultant Ottman presented information on the Marketing Committee. Questions from the Board were answered by Destination Management Consultant Ottman, Destination Management Consultant Diefenderfer, Marketing Consultant Sawyer, Deputy City Manager Banish and Deputy City Manager/ City Clerk Christensen. Public Comment: None. MOTION: 1)By Board Member O’Malley and seconded by Chairperson Sohi to dissolve the ATBID Marketing Committee and request staff recommendation of additional options at a future Board Meeting. Motion passed 4:0 by a roll-call vote. 2)By Board Member O’Malley and Chairperson Sohi to delegate authority of the oversight of GL 2502 Reactive Advertising & Co- Ops to Big Red Marketing. Motion passed 4:0 by a roll-call vote. Page 10 of 74 ITEM NUMBER: A-2 DATE: 3/21/18 Atascadero TBID March 9, 2018 Page 3 of 3 3) By Board Member Dawson and second by Board Member Brewer to direct staff to present a cost benefit analysis of a standing marketing committee at a future Board Meeting. Motion passed 4:0 by a roll-call vote. B. BOARD MEMBER COMMENTS Board Member O’Malley requested contractors review their existing contracts to confirm scope of work matches the current needs of the ATBID Board. Chairperson Sohi asked for volunteers to serve as a marketing liaison to the contractors overseeing marketing spending. Board Member Dawson expressed interest and was appointed by Chairperson Sohi. C. ADJOURNMENT Chairperson Sohi adjourned the meeting at 12:16 p.m. The ATBID Advisory Board adjourned to the next Regular Meeting on Wednesday, March 21, 2018 at 2:30 p.m. MINUTES PREPARED BY: Amanda Diefenderfer, Destination Management Consultant APPROVED: Page 11 of 74 ITEM NUMBER: B-1 DATE: 03/21/18 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Wine Speak 2019 Event Sponsorship RECOMMENDATION: Approve a sponsorship of Wine Speak 2019 in the amount of $15,000. DISCUSSION: Wine Speak “Paso Robles” is designed to be a premier event that will connect top sommeliers, local wine industry leaders and area hospitality employees for an intensive educational journey designed to benefit the entire region. The mission of Wine Speak is to target the highest-level key influencers in the wine business including sommeliers, trade and media, and frontline hospitality in the local community. At the October 18, 2017, ATBID Board Meeting, Amanda Wittstrom Higgins from the Rossi Foundation presented a sponsorship request alongside an overview of the goals and marketing efforts for Wine Speak. Following the presentation, at the November 15, 2017 ATBID Board meeting, the Board moved to approve a $10,000 sponsorship of Wine Speak. Wine Speak took place January 8 – 11, 2018, at multiple venues. The ATBID support of $10,000 was utilized to help offset the marketing costs to bring visitors to Atascadero for Wine Speak. The second Wine Speak event is scheduled for January 8 – 10, 2019. Wine Speak 2019 will bring the highest level of attention to the city of Atascadero from a wine perspective. This event will keep Atascadero top of mind for all the top Paso Robles Wineries. Wine Speak Paso will host top media, wine buyers also host the most credible consumers. The success of the 2018 event will enable Wine Speak to attract a larger audience. The Pavilion on the Lake and City Hall have been reserved and the City is looking to renew their co-sponsored participation in this event. The $15,000 sponsor benefit includes the Visit Atascadero logo on the event website, signage at each tasting event, the PowerPoint and verbal mentions. Below is an assessment of how these events align with the tiers of the ATBID Event Support Guidelines (attached for reference): Page 12 of 74 ITEM NUMBER: B-1 DATE: 03/21/18 Wine Speak Paso Robles 2019 Anticipated Attendees: 1,000 Percent from outside of SLO County: 40% Overnight stay: One – three nights The number of attendees qualifies this event as a Tier 2, total support up to $7,500. However, the percentage of attendees from outside the county and number of overnight stays could push this event to a Tier 1, total support up to $15,000. FISCAL IMPACT (GL 2802): $15,000. The Board approved a $10,000 sponsorship of Wine Speak at the November 15, 2017 ATBID Board Meeting. ATTACHMENTS: 1.Wine Speak 2019 Event Application 2.Wine Speak 2018 Event Recap Presentation Page 13 of 74 1 Dear Interested Organization, The Atascadero Tourism Business Improvement District (TBID) was established to promote Atascadero as an overnight destination. The mission of the Atascadero T BID is to encourage visitors to discover what makes Atascadero a simply genuine travel destination resulting in increased revenue for the local community. We appreciate the efforts of our local community partners to design events that attract visitors to Atascadero and would like to offer our support of those events that align themselves with the Visit Atascadero mission. A portion of the annual budget and regular marketing efforts are set aside each year to help maximize the effect of these efforts. If you would like to be considered for support, please complete the following application. The application must be received by 5:00 p.m. on Friday, September 30, 2017 to request support from the Atascadero TBID for events taking place in 2018 . We strongly encourage you to apply within the time frame communicated; however, some applications may be considered outside this timeline but must be submitted at least 12 weeks in advance of funding deadline. Unfortunately, we are unable to provide assistance for all events but please know each request will be considered thoroughly. In order to qualify for event sponsorship your organization must meet the following requirements or provide a three-year plan which details how you will ultimately meet these requirements: 1.Support the Visit Atascadero mission 2.Attract visitors from outside San Luis Obispo County 3.Encourage overnight stays of one night or more 4.Obtain the necessary ABC permits, law enforcement approval, city permits and any additional documents needed for the event 5.Provide a detailed event budget 6.Provide post-event metrics which show positive effect on Atascadero tourism In addition to these requirements we consider the following factors: 1.Will event be held during off -season or mid-week? 2.Is event new or existing? If existing, how was previously awarded money spent? 3.Three-year growth plan 4.Attendee demographics 5.Fiduciary responsibility Please submit application and all additional documents by email to Angelica Ottman at aott@bigredmktg.com in PDF format by 5:00 p.m. on Friday, September 30, 2017 . You will receive a confirmation that we have received the application . We anticipate to have a final decision by November. Thank you, Angelica Ottman Atascadero Tourism Business Improvement District B-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 14 of 74 2 Event Support Application Form Requesting Organization: _______________________________________________ Contact: _________________________ Phone Number: _______________________ Email: ____________________________ Mailing Address: ____________________ City, State, Zip: ________________________________________________________ Name of Event: ________________________________________________________ Event Description: _____________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Event Dates/Times: _____________________________________________________ Event Website: ________________________________________________________ Total Anticipated Attendees: ________ % From Outside SLO County: ___________ Is this the first year the event will take place? Yes No If this event has taken place previously, please provide historical data including attendance numbers: __________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Wine Speak Paso Robles (Non profit will be confirmed soon) Amanda Wittstrom Higgins 805 440 9766 amanda@apwinery.com 22720 El Camino Real Santa Margarita CA 93453 Wine Speak Paso Robles 4 day high end wine event targeting the most influencial members of the wine community Targeted attendees are: key wine media, Master Somms, national wine buyer and experts, and Enthusiastic wine consumers. January 7,8,9,10 2019 www.winespeakpaso.com 1000 40% X see attached event recap B-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 15 of 74 3 How will the event be advertised? What resources will be used to advertise? What geographic locations will be targeted? ____________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Crowd Control Safety Plan: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Will the event require an ABC Permit? Yes No Has a City permit been issued for your event or contracted the venue for your event date? Yes No Support Requested (desired monetary amount or in-kind marketing support): _______ ______________________________________________________________________ Describe how the event supports Visit Atascadero’s mission and goals: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ (See attached marketing plan) All events will be ticketed, all attendees will be checked in and recieved badges, security guards will be on site for events over 75 attendees. X X $15,000 (fifteen thousand) This event will bring the highest level of attention to the city of Atascadero from a wine perspective. This will also keep Atascadero top of mind for all the TOP Paso Robles Wineries. Often times many people forget that Atascadero is in the HEART of the Paso Robles AVA. Wine Speak Paso allows the city of Atascadero to shine. Not only will this event host top media and wine buyers we also host the most credible consumers. The event prices are high comparativly to other events and because this event is mid week in January (not a high tourist period) that we are hosting guests that are very passionate. Qualifying the attendee is extremely important and we have targeted the very best. Also the success of the 2018 event will enable us to attract more people. B-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 16 of 74 4 Additional Details: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ***Please include a detailed event budget, marketing strategy and feel free to attach additional information for consideration with application. ***You must submit copies of additional required documents two weeks prior to event. The Atascadero TBID Board reserves the right to withdraw funding if the appropriate documents are not obtained for the event. Applicant Signature __________________________________________ This is a fantastic opportunity for Atascadero! From a wine tourism perspective, Atascadero can prove that they are a serious player and terrific city located in the heart of the Paso Robles AVA! Amanda Wittstrom Higgins, Co Founder, Wine Speak Paso B-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 17 of 74 2018 WINE SPEAKRECAP REPORTJANUARY 9-11TH, 2018 | ATASCADERO, CAEVENT VIDEOhttps://youtu.be/5RQCdrugfvgEVENT OVERVIEWTEN EVENTS WERE HELD IN THE HEART OF PASO ROBLES AVAEVENT OVERVIEW•We sold out of all events a week before the event•Sommeliers, media, and consumers have inquired about attending the 2019 event•We had attendees from Australia, Wisconsin, Washington, Virginia, Maryland, Georgia,Massachusetts and Hawaii•Earned media highlights: The Tasting Panel, The SOMM Journal, The Clever Root, The KrushRadio, KjugRadio, Wine Industry Advisor, Travel Paso, Paso Robles Daily News, WineBusiness Blog, and Guild Somm.B-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 18 of 74 EVENT OVERVIEWWine Speak attracted the highest caliber attendees and key influencers within the wine industry.•605 Trade & Media Attendees Checked in•35% of these attendees were from out of the area.•134 Public Attendees Checked in•739 Attendees TotalATTENDANCE STATSEVENT OVERVIEWPARTICIPATING WINERIESPRE EVENT PRINT MEDIACommunity and Camaraderie on the Central Coast, The TastingPanelMagazine,December2017, page 86Community and Camaraderie on the Central Coast,The SommJournal, December 2017, page 42Cultivating Community, Exclusive Wine Speak Paso Robles Event Aims to Expand Palates and KnowledgeThe Clever Root, December 2017SOCIAL MEDIA SAMPLINGB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 19 of 74 SOCIAL MEDIA SAMPLINGSOCIAL MEDIA SAMPLINGSEBLAST SAMPLING -CONSUMERAVERAGE OPEN RATE: 22.3%EBLAST SAMPLING -TRADEAVERAGE OPEN RATE: 29.5%B-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 20 of 74 EBLAST SAMPLING -HOSPITALITYAVERAGE OPEN RATE: 27.8%EBLASTOur templates were used to and shared bythefollowing partners: And severalparticipating wineries.PRINT CAMPAIGNS -PUBLIC9,000 CIRCULATED THE COUNTYPRINT CAMPAIGNS –HOSPITALITY 3,000 CIRCULATED THE COUNTYB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 21 of 74 PRINT CAMPAIGNS -TRADE4,000 CIRCULATED THE COUNTYPRINT CAMPAIGNS –SUMMARYEACH TRADE ATTENDEE RECEIVED AN EVENT BROCHURESPONSORSHIP EXPOSURE•Sponsorship signage flanked every entrance, panel, andtasting event.•Power point played during every seminar•Several verbal mentions throughout the eventIMAGE HIGHLIGHTSB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 22 of 74 IMAGE HIGHLIGHTSIMAGE HIGHLIGHTSIMAGE HIGHLIGHTSIMAGE HIGHLIGHTSB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 23 of 74 COMMENTS FROM ATTENDEES“Wow, this place is gorgeous. They should do events like this more often.” -Grand Tasting Winery Attendee“I need to come back to Atascadero and write about this place!” -Matt Kettman, Wine Enthusiast“ Down town Atascadero is awesome. I want to open a restaurant here. I met with a realtor last night!” -Restauranteur from Clovis, CA“This is the best tasting event we have ever been to in the AVA.”-Every producer I spoke to!“At the first SOMM Journal media event of the year, Paso Speak Founder Amanda Wittstrom-Higgins did a spectacular job of uniting some of the most sought-after winemakers.”-MeridithMay “It’s meaningful to us to be a part of these events, not just “cover” them as another media outlet. It’s this sense of partnership that inspires us to bring them to life in print and share the experiences with our readers.Wecouldn’t possibly write about all the events we’re asked to attend, but we are wholly committed to documenting those with which we are truly and integrally connected.” -MeridithMayMEDIA COVERAGEPOST EVENTTHIS ARTICLE WILL GO OUT IN THE FEB/MAR 2018 TASTING PANEL AND SOMM JOURNAL EDITIONS.“Central Coast, CA—The recent inaugural “Wine Speak Paso Robles” event is being hailed as a success by both attendees and organizers. A repeat performance is now in the works for January 8-10 of 2019.”MEDIA COVERAGEPOST EVENT“Wine Speak Paso Robles was an important event because it brought professionals to the region while also looking at wines outside the region. Not only did it enhance our palates to understand the nuances of Cabernet and Syrah in the old and new worlds, but it further fortified Paso Robles’s place in the global wine arena.” –MeridithMay, publisher and editor of TheTasting Panel and The SOMM Journal magazines.MEDIA COVERAGEPOST EVENTB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 24 of 74 “I am not one who attends these type of events because usually is very little to learn. However Wine Speak was different because it allowed someone who is in the business to see first hand wine producers discuss their philosophy’s on producing their style of wines.”-NunzioAlioto, MS, Former Chairman of theCourt of Master SommeliersTRADE COMMENTSPOST EVENT“I thought the event was so important because it brought together all of the different sides of our industry under one roof. I found the event to be incredibly well organized and thoughtful in its approach, with lots of good conversation.” –Matt Dees, Winemaker at Jonata“Spending a day in the hospitality seminars led by our industry’s best has given me a renewed sense of excitement about what I can contribute—not only to our winery, but to the community as a whole.”-Melissa Swanson, Sales and Marketing director for Alta ColinaWineryTRADE COMMENTSPOST EVENTGRAND TASTING ATTENDEESHow would your rate the grand tasting on a scale from 1-5? (5 being best)-Weighted Avg: 4.53 out of 5Would you attend this event again?-98% said yes*Survey Data results as of 2.1.18SURVEY RESULTSGRAND TASTINGCOMMENTSA survey was sent out to all participants of the Grand Tasting on January 10th, 2018. Anonymous responses.“The opportunity to meet and to taste great wines made by some of the most gifted and talented people on our planet.”“The quality and number of the participating wine and food vendors was outstanding. The number of attendees was limited enhancing accessibility to vintners during the entire event.”“Having the winemakers there to answer questions, obscure wines to taste and the super-premium brands available.”“Ability to access some hard to come by cult wines and ease of accessing everything because of smallish number of people attending. Food options plentiful and good.”“It may have been the finest wine tasting event ever held on the central coast. It proved without a doubt these wines are second to none.”SURVEY RESULTSB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 25 of 74 WINE MAKING SEMINARSDo you feel like the seminars were worth your time and investment?-100% said yesDid you travel from out of the area to attend Wine Speak?-34% said yes*Survey Data results as of 2.1.18SURVEY RESULTSHOSPITALITY SEMINAR COMMENTSA survey was sent to all hospitality day attendees asking for comments. Anonymous responses.“You created magic in the last session about aloha. From the moment we entered the room, we felt the aloha spirit and learned how to change our operations for better hospitality.”“I enjoyed all of it! It was inspiring to hear each of these professionals speak so humbly about their sector of the industry.”“Honestly~ the presentation was BEAUTIFUL. I really enjoyed the content and service direction the teachers spoke about and displayed. It really showed what hospitality as a WHOLE is all about (whether you are with wineries, restaurant, or hoteliers).”SURVEY RESULTSSPONSORS2019 PLANNINGB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 26 of 74 THANK YOU FOR ALL YOUR SUPPORTB-1ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 27 of 74 ITEM NUMBER: B-2 DATE: 3/21/18 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Templeton Tennis Ranch Events Presentation RECOMMENDATION: Discuss and provide staff direction on potential sponsorship of Templeton Tennis Ranch Events. DISCUSSION: The Templeton Tennis Ranch’s Mama Loves Pickleball Tournament is a new event that will take place May 12 – 13, 2018, from 9am – 5pm. The number of anticipated attendees is between 200 – 250 people with 50% from outside SLO County. The Templeton Tennis Ranch plans to grow this event in September where 95% of the attendees will be from out of the area. The Templeton Tennis Ranch’s 2018 Central Coast Pro Tennis Open is a USTA pro- circuit $60,000 women’s professional tennis tournament, which is one of 90 pro-circuit events in the United States. This event will take place September 23 – 30, 2018, with an expected 1,500 attendees, 25% of which are out of the area. Below is an assessment of how these events align with the tiers of the ATBID Event Support Guidelines: 1.Mama Loves Pickleball Tournament Anticipated Attendees: 200 - 250 Percent from outside of SLO County: 50% Overnight stay: Possibly one night Qualifies for Tier 3, total event sponsorship support up to $500 2.2018 Central Coast Pro Tennis Open Anticipated Attendees: 1,500 Percent from outside of SLO County: 25% Overnight stay: Multi-night stay Qualifies for Tier 2, total event sponsorship support up to $7,500 Page 28 of 74 ITEM NUMBER: B-2 DATE: 3/21/18 Following discussion and direction to staff at March 21, 2018, Board Meeting, staff will present a recommendation at April 18, 2018, ATBID Board Meeting. FISCAL IMPACT (GL 2802): None. Total requested amount for sponsorships is $8,000 - $500 for Mama Loves Pickleball and $7,500 for the 2018 Central Coast Pro Tennis Open. ATTACHMENTS: 1.Mama Loves Pickleball Tournament Event Application 2.2018 Central Coast Pro Tennis Open Application 3.Mama Loves Pickleball Tournament Event Presentation 4.2018 Central Coast Pro Tennis Open Event Presentation Page 29 of 74 (:,\I.IFORl\l.\ Event Support Application Form Requesting Organization: :fGYnrPLCio,J ·i€dN'.U '4(h-.}CrJ Contact: ·a t-?1J Go--t:.J/-&'ldt-Phone Number: b GI -CZ O O -3iO b C DIKtc c..r) Ema i I: 'y ot I eb g -Lt r tc n n � s p e;p n-1 Mai Ii n g Address: '3 '--i!: �8 or/ ..M .r' L. A-rv ;c:: Name of Event: ,/VJA-n1A Lo V.iJ 1]c�k{{.. 5� �� Event Description:�,, -D,l?'f-f d<'�rlP g'opd 1)�l/4J ?15 T�� Event Dates/Times: Jr2.t,y J z � J 3 , ;ic;B ·;Jl.JttY .J:r-�1 n: q�(X)l(h--J -r� 5/oo,e,� Event Website: jNWl1/. 7'd-r k-/p"1J'. CO??? Total Anticipated Attendeeso2co -2,.sp % From Outside SLO County: .5o& Is the this the first year the event will take place? 15! Yes D No If this event has taken place previously, please provide historical data including attendance numbers: ---------------------- 2 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 30 of 74 How will the event be advertised? What resources will be used to advertise? What geographic locations will be targeted? vi£ M-f-(/2)�1.,-w, TV I{} �Ar:71,,-1� rJS DR�� -f1c;r;u�,?t,<.-tJ· � • /.h.t w£6!1T;l; WJv<.-� {JTA.l'f. h/4-1-C (V"'WWrp1c�leb'1l/1'.f� Cl>-?) �,e, r# rfr/P:fc,�Mo /?c,t.:t.-;fZ � C½:-4::<9 ,• Crowd Control Safety Plan: �pr. �,:? �, Will the event need an ABC Permit? D Yes 0 No t,-0,('. �..rj _a/cAVljv-,,rlf( Has a City permit been issued for your event or have contracted the venue for your event date? □ Yes l&J No � �;tC;??// �"�, Support Requested (desired monetary amount or in-kind marketing support): �o Describe how the event support Visit Atascadero's mission and goals: _:::fr: µJ;v<-8�nt-V/.f1,roa1 zp T::J1L � Q'r1P {A.)/t--<- 3 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 31 of 74 Additional Details: ��v:: ,dW£-::::;£-r:;:;;;�� d,/;t;v,c LJ e£/,,...;er ,pc_P>-(u/4-::J /4t Jh-�eJ6-r .. _:::z:; �1v<.. /45,t LM� '2n'P /AP 7C CJS,;: er= � 4r!Zf-!,µ;C/4J' �tu 61£ fr(� C5l--v1" cr-7 � � CA.HJc.,!l,.lh-1.<?7✓Jkc-\ WJE. rl� t-CC4--'C. s '-Y"";"� ,-o JJO.s-r � H£---r.J". ***Please include a detailed event budget and feel free to attach additional information for consideration. ***You must submit copies of required documents two weeks prior to event. The Atascadero TBID Board reserves the right to withdraw funding if the appropriate documents are not obtained for the event. Applicant Signature �a �I /7_� 20/6 4 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 32 of 74 Templeton Tennis Ranch "MAMA LOVES PICKLEBALL TOURNAMENT" May 12 and 13, 2018 Revenues: Price PP Players Registration early Registration -late Event Fee Snacks Lunch -Saturday Lunch -Sunday Total anticipated revenues Costs: Payment to organizer TTR Labor Water/Ice Awards Additional Insurance Court cleaning/maintenance Food costs and labor Marketing/website update $20 $40 $10 $2 $9 $9 160 40 200 100 125 125 To Atascadero PB Club (on site organization) Total estimated costs Net income/(loss) Estimated room nights 100 persons - 2 nights, double occupancy Estimated local hotel revenues Estimated dinner revenues 50 rooms times 2 Average costs 100 times $15 two nights $3,200 $1,600 $2,000 $200 $1,125 $1,125 $9,250 $3,000 $1,800 $300 $100 $250 $1,000 $1,960 $200 $800 $9,410 -$160 100 $200 $20,000 $1,500 $3,000 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 1 Page 33 of 74 .1\f.lFORNli\ Event Support Application Form Requesting Organization: •:f£vneL£,o ,J -,€dl'IU '4"7-IC;.J Contact: ·"&,1-P1J �J/-Rld?-Phone Number: GG/ -CJoo-.3'/0 f. Lb1!2t£c.r) Email: Y61l p), g-t..t rtenn is e Cprr7 Mailing Address: 34!: ��,,o,../,s.,t;,e? L!&rvJ[:'. Name of Event: .;)o/8 Ci:fd-nz.A-<-C::,.a.fr Mv --rZ.vtd(r O�w Event Description: J u .. s-rA tfe.;:, c,d'ZCA.-111 -�O,ooo �;r7�J � .---:-: ___--:,r ..---a r� SS10,./J!)i. / £,;,1 ,,,.//J ,) t> W'2.r/�£-.. r • �I / .J o/"(£ � / l) �� 0�,�,,--rv£-,/-fs /M 774 ll,S: 6 �LA�;:;,�S Event DatesfTimes: �-,; � J -10 ! <)◊� -h�n-c-.1' (J'W S' ,6-::;>7," 3 o-,,,-./ch.rt Event Website: \/\/WW, -r-ri2-r,e',,.-,lc(l.r , C.o;v1 Total Anticipated Attendees: 45'00 % From Outside SLO County: -�-� ..... 1,.__ __ Is the this the first year the event will take place? D Yes 9 No If this event has taken place previously, please provide historical data including attendance numbers: .;;)D/7 WM ovve ..,c,.,�Ir '7�--W/4' J/2::1-t> /, '2 0 0 + �l)Me? DV� 11¥ f3 D,,o-<f.f', � k=.J---nl-77� ov,Gg .;;2ot> t/200-, 2 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 34 of 74 How will the event be advertised? What resources will be used to advertise? What geographic locations will be targeted? W{;.. w 1 µ. .s, wv ,ft� hv -K/Al'P ,.{}Q_v�-n.r,,,,.Jt-:/,;z/r/'f'. ,re,4p,c, ,:zY J. _soc...,,rx-)'?'?;(,..b/'A.� W£ vJ1u.. S;?�CIM(:,/X-f...'1' L�� s\(}t;t� � .JdWR?)A �{N Crowd Control Safety Plan: ,J, Pt'L�add Lf .S/?� �� T!d. c,J� C!rRuuJD / Cc,rh;2oG-cu#J' An-'� 1....rJ�,,. t-0£ 1.:>o .i,Hf>,/£ JT'.IJ-# :z:o //!J....t.J;:.J7; v,.) � ;:Jo-<-t> ,,a t5 �/,,.; )n/L Will the event need an ABC Permit? □ Yes l6'Zl] No J,..t �..f£r Has a City permit been issued for your event or have contracted the venue for . I ,,,,,,,_ Ub/4 your event date? □ Yes raJ No /VC ;/J,t>,P, 77od1?C-p��I r /.f /1-1 ,. Support Requested (desired monetary amount or in-kind marketing support): 7,,Ge� J ;,>t )4,,-<t:, IZ'l�#r/t-,, &.ii /f � /?7D..f'r � Td::/P·t_., Describe how the event support Visit Atascadero's mission and goals: Vj£TIAJU-£.-'1' ,t2U. � � ��/iA:J", �� CD,P1r:;/d./ ,J �/c..1/4.I c,,vJG<.Jc. dM ro w,-� ��/,di-,. � 13'-1' ✓:rJ/4-L/ If DVM /0◊ P4<[<J7'-IJ �M1)!C,./f:-/�t-(J'WZ. � /4?C � ?7,;e:./7/8 7//?7/{ -� A'7�/4.r� £¼) ! fie ijt C�.I �P r3<1/ �c,,h-/./' LdUH-&..,/4-.-,eNj�-I)..�/--Z7o.rl�Y,, cµ,£ WIU $'/4/11/,-//Y V1f 1� � c..k>, �, J. 714 V�£;-r "7° v...J� -rdJ£. iP�..f/o.rl�f', --ribJ -r�--1 � ,,,t:.---r vv1 t.A. a.£.../ Lhr /'? �.,, '--C) c,,;-c.. /Su f/,r/ ,/4/'f /4.I'.,. 3 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 35 of 74 Additional Details: � u.f'--a tf?/4//bp:? J;✓, ooo //'( dz;>p/-rJDr/,1?(. J�� LA'/ Y� {1st€�� h/el-7" �) 7� tJ£ /?7t/ff ,{IE!;,?7/fs '7-211../ 7'� (A.)£ t-�£.o 4 t.,oY L-/M7 '7� �,C) £,#/4,;r //z� �� / Y�-(�IL. d(/4.R / -::,.J'-br cJ'J1(;-,..1;/C-,e.� t_oCqe_ ..r��tr4" � fZ.JC-7:i??rl 7?7f ,.d?rrr,1--/&'�.,, � JG,y,wr, ***Please include a detailed event budget and feel free to attach additional information for consideration. ***You must submit copies of required documents two weeks prior to event. The Atascadero TBID Board reserves the right to withdraw funding if the appropriate documents are not obtained for the event. Applicant Signature A.q,, Q� /4, /"2 r 2. ,:,/ 46 4 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 36 of 74 TTR -Host of $60,000 Women's 2018 Pro Circuit Tournament Event Budget -Based on 2017 Event Costs Prize Money Officials Fees Officials Housing Food -Officials, ball kids, volunteers Liability Insurance Towels/sheets Water Player food (bananas, bagels, etc.) Sponsor Player Party Sponsor Banners Advertising Inside Tennis Advertising TCSD -Banners Main St. Advertising New Times Trophies Printing Programs Subtotal TTR Costs Personnel Volunteer support Community Liaison Light bulbs and changing Cleaning Bleachers/seating/shade Sound/Lighting Press Aide Fees & Housing Stringer Housing Ice Country Flags & Set up Transportation -Vehicle rental/Fuel Total Grand Total $60,000 $18,500 $16,000 $2,300 $2,500 $600 $500 $300 $2,800 $1,000 $550 $250 $600 $250 $1,400 $107,550 $6,720 $500 $500 $800 $800 $500 $800 $400 $0 $100 $300 $1,100 $12,520 $120,070 In kind by SpringHill Suites In Kind by House of Bagels $500 in kind by Cahoots Cat, In kind by KJONs $100 in kind by Color Craft Scott to House Scott to House Donated B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 37 of 74 Revenue USTA Funded Prize Money $48,000 Entry fees $2,300 Stringing -net to TTR $300 Pro-Am -net after player cost $1,000 ($150/player; $50 to pro) Food sales -net $1,200 Beer sales -net $800 Wine sales -net $450 Program Advertising $250 Cal Poly Tennis Program Advertising $750 Others? Wine 50 bottle ticket sales (TTR share) $1,000 Possible USTA Grant $3,000 Cash RG Ticket Sales $5,000 Total Revenue $64,050 Net Loss $56,020 Sponsors (Assumes exact same as 2017) Cash In Kind Tenet Health $5,000 Cash RG TW $2,500 Cash RG/SC J Dusi $500 In-Kind RG Tiebreaker Brewing Co $4,200 In-kind SC SCTA $2,500 Cash SC Linda mar $2,500 Cash RG Opolo $0 ? K Jons $250 In Kind SC Medina Light Show Designs $3,000 In Kind RG Simply Clear Marketing & Media $2,500 In Kind FC San Luis Obispo Tribune $5,000 In Kind FC SLO CAL $2,500 In Kind RG New Times/Sun $500 In Kind RG Osborn Insurance Services $1,000 Cash RG San Luis Sports Therapy $1,000 Cash FC Paso Chevrolet $1,000 Cash RG/SC Wells Fargo Bank $1,000 Cash RG Coast Hills Credit Union $1,000 Cash RG Mike Peeples Photography $2,500 In Kind SC Tolusa Wines $1,000 In Kind RG Pier 46 Restaurant $500 Cash and In Kind RG Head $0 ? David Bolivar $500 Cash RG Designs in Life $500 Cash RG La Bellasera Hotel & Suites $500 Cash RG B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 38 of 74 Bland Solar & Air SpringHill Suites -towels The Blueprinter & Graphics Marc Eisemann -The Contractor Morro Creek Ranch House of Bagels Cahoots Catering Co. Gasperson -vehicle usage Friends Breytenbachs Threadcraft Embroidery Phil Keohen Total Sponsorship Committed Estimated Sponsorships Required Official housing savings estimate CURRENT DEFICIT $500 $600 $500 $250 $1,000 $200 $100 $250 $27,350 $28,670 $10,800 $17,870 Cash CF In kind RG $500 In Kind RG Cash RG $200 In Kind RG In Kind RG $500 In Kind FC In Kind SC Cash RG Cash RG Cash RG $18,700 B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 39 of 74 Local Sports First ever professional tennis tournament being held in Templeton Central Coast Pro Tennis Open runs through Sunday By: Daye Alley (http://www.keyt.com/meet-the-team/dave-alley/49183470) II (mailto:davealley@kcoy.com) f (https://www.facebook.com/dave-alley-keyt-kcoy-kkfx-1634761250107839/) w ( https: / /twitter. com/kcoydave) Posted: Sep 28, 2017 03:38 PM PDT Updated: Sep 28, 2017 09:23 PM PDT TEMPLETON, Calif. -The Central Coast is serving up something different this week on the local sports scene, the inaugural Central Coast Pro Tennis Open. "It's professional tennis," said tournament director Ralph Goehring. "It's a women's $60,000 prize purse and we have about 80 women from all over the world, representing about 20-to-25 different countries, competing mainly for ranking points and prize money." The week-long event is being held at Templeton Tennis Ranch. It features several players that have been ranked inside the world's top SO. Several of the players in the field have also previously played in many of tennis' biggest tournaments. B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 40 of 74 "This is world class tennis," Goehring said. "More than half of the players have just recently played at the U.S. Open and many of them have played in Wimbledon, Roland Garros, the French Open and the Australian Open." The tournament is the first of its kind for the Central Coast. The quality of compeition is a caliber of tennis never before seen here in the area. "This is a total gift that we have this going on here," said tennis fan Jennifer Martin. "To have this literally in our backyard is exceptional and I'm really excited that (Templeton Tennis Ranch) has brought it here." Held through Sunday at the two-year facility that's located just off Highway 101, fans are given an opportunity to catch the action up close and personal. "You can see how the ball is moving and how hard we hit it," said American doubles player Sanaz Marand. "There's a different sound than what they're used to. I hope they enjoy it." For most of the players in the field, especially the ones from outside the country, this marks their first time ever on the Central Coast. / Judging from initial reaction from the players, the tournament is a big hit. "The weather is no nice and the area is really beautiful," said Viktorija Golubic of Switzerland. "There's a couple of good restaurants around, so I think it's nice here." Golubic is the top-seed singles player in the tournament. Currently ranked 112th in the world, the 24-year-old is complimentary, not just of the area, but also, the still new facility. "It's a nice place here," Golubic. "It seems like it's in the middle of no where, but I was surprised the club is this nice and we've had really good weather every day, so I'm really enjoying it so far." In addition to international players and other Americans, the tournament also features a couple of local players. Playing as a wild card entry, the Arroyo Grande graduate Sophie Whittle pulled off perhaps the biggest win of her young career on Wednesday, upsetting No. 3 seeded Francoise Abanda of Canada. With the victory, Whittle advanced to Thursday's Second Round with an evening match versus Laura Robson of Great Britain. B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 41 of 74 Earlier, Whittle teamed up with current Arroyo Grande junior Delanie Dunkle in doubles play. With the players enjoying their experience, it's no surprise tournament organizers are hoping this event will be held for years to come. "We want to keep it," Goehring said. "We want to keep it here every year as long as we can to keep them coming back and to have this top quality event in our area for a long, long time." Goehring adds the tournament is a big win for the area, not just for local tennis fans, but the entire Central Coast. / "It's putting Templeton on the tennis map," Goehring said. "It's bringing people who more than likely may never come to the Central Coast. We're introducing them into the Central Coast, so they can get a flavor of our part of the state and the country." The Central Coast Pro Tennis Open runs through Sunday, Oct. 1. For more information, visit www .ttrprotennjs.com Copyright© 2017 NPG of California, LLC. All rights reserved. This material may not be published, broadcast .. B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 42 of 74 SVIW • 4 Z I H ' Published on Tennis V,ew Magazine lhttp·//www tennjsyjewmag com) Pro Circuit Descends on Templeton. CA Tennis has made household names out of more women athletes than any other sport To reach those ranks, however. it takes years of travelling the junior circuit and fighUng your way up through the ITF and WTA tournaments to reach the Grand Slams that crown the champions ewryone remembers. Maria Sharapova devotes swaths or her bestselling memoir to describing the grunt wo!1< and playing lower level tournaments far away from any limelight that propelled her to center court at Wimbledon. This fall, San Luis Obispo County in California was honored lo host its first professional tennis tournament The Central Coast Pro Tenrns Open. The event was previously known as the Red Rock Pro Open and played In Les Vegas, NV. It awarded $60,000 in total prize money, placing it solidly In the mk!dle of the USTA Pro Circuit tournaments, which carry between $15,000 and $100,000 at approximately 90 annual tournaments. ✓The Central Coast Pro Tennis Open was played at the Templeton Tennis Ranch, just south of Paso Robles wi-e � is obscured among the rolling hills that form the area's famous wine country. The temperatures were high and the humidity low, the hard courts playing fast and the balls flying. With the players at this level barely making enough money to travel from one tournament to the next, many relied on hospitality of club member.\ to take them in for the duration. During play, a local could be heard saying he did not actually know who any of the players were, but his good friend was hosting a nice girl currentty on Court 2 so he would root for her. Although the 32-player singles draw was mostty American, players from as far as South Africa, Norway. and New Zealand competed; Viktoija Golubic of Switzerland held the top seed. Sonya Kenin, an 18-year-old Moscow bom American who turned pro after loss,g S-7, 2� to Sharapova in the third round of the US Open this year has already been compared to the Russian twelve years her senior. Just a few short weeks after playing agalnst the five-time Grand Slam champ under Ashe's stadium lights. Kenin was back to the grind of playing ITT tournaments and entered the Central Coast as the second seed. This ITF Pro Circuit is where players can earn the points they need to compete on the WTA tour. lrs where rising stars like Kenin, currentty ranked 121, can gel match tough as they grow out of the junior circuit and get points to play more WTA tournaments. Kenin's fathef, in typical tennis dad fashion, was et her side every moment they were on site. Kenin only got to play one match though, retiring at 6-4, S-7, 5-0 against Russian Alisa Kleybanova, looking visibly shaken and sluggish in the third set, never standing up quite straight and struggling to move her feet B-2ITEM NUMBER: DATE: ATTACHMENT:03/21/18 2 Page 43 of 74 In addldon to launching careers, the Pro Circuit also serves as a place for more experienced players like Laura Robson to regain their footing. Robson, 23 years old and once hailed as the next big thing in British tennis, held a career high ranl<ing ol 27 in 2013 when frequent injuries began to plague her. By year's end of 2014 she had dropped to 951. Through wild cards and ITF tournaments, she has worked her way back up to 246. She made the quarterfinals of the Central Coast Open before falling to Taylor Townsend [5) 6-1. 6-3. Another British player, Naomi Broady (6J, fits an altogether different profile or Pro Circuit player. She stands 6'2' tall and extends every inch of her length into a brutal serve that defines her game. She held a career-high ranking of 76 in 2016 and is currently at 132. Speaking wtth Tennis View, Broady halfjokingly described herself as too old for the grind of ITF tournaments, but explained this week had actually been an exception to her general experience. Her local hosts, Mike and Kirsten Lane, had placed enoouraging notes throughout the house that morning to cheer her on: "We travel ten months out of the year, and ifs firsUy very expensive but ifs very lonely as wen. Tennis is an individual sport and although sometimes we travel with our�. at this level we can't always afford to. Thts week I'm lucky enough to have my coach with me but sometimes we're by ourselves so it's realy nice to have that family feel, home cooked meals and not just sit in your hotel room alone for the whole evening." Although the fast courts strongly favor Broady' s style, she was defeated by Maria Sanchez 6-3. 2-6, 7-5 ,n the quarterfinals. __ for __ .._.,. Sophia Whittle [WC] was a local favorite and drew a significant crowd to the stadium. Her first match was against Canadian Francoise Abanda (3]. The Gonzaga Junior had never played e professional level match before, but quickly shook off any nenies and won with a convincing 6-2, 6-3. As she explained, it was all about confidence: "I knew that I <X>Uld beat anyone so I just set my mind to il" She also alluded to the benefrt of entering as an underdog, explaining that "I think I play better when I don't set any expectations." Whittle WOUid later be defeated by Robson in the second round, 7-6 (1),6-0. At the end of the 32-ptayer draw, two Americans ware left standing: Sasctua Vtekery [4) and Jamie Loeb (8]. Each went into the Sonday final with the intenl lo keep the match as short as possible; Saturday's semifinals both went into three sets, included a tie-break, and lasted nearly three hours. As Vickery would later say, "It's j�st tennis. Anything could happen any day," and as it happened on that day. she quickly got the upper hand. Relentlessly, Vickery played to a 6-1, 6-2 Victory, never QIVlng Loeb the chance to fight back or prolong the match. "Playing every s,ngle day, it wasn't the actual heat so much but that was just the biggest factor this week: who could stay in there physically till the end and thankfully that was me, thanks to my fitness coach." B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 44 of 74 ./ Vickery, who stands 5'4" tall and currently ranked 115 held a career-high ranking of 108 in 2015, but her goals are clearly set much higher. She traveRed lo Templeton wi1h two coaches Including game development coach Matt Evans, who spoke with Tennis View after the tournament. •1 think she's just starting to discover and understand what she can really do on court. Matches like this provide her a really good platfoml lo move on from ... She's fabulous repeating and outlasting anyone out the backhand side, she manipulates and uses court space, and manages time exceptionally well." Moving forward, Evans is looking to develop her movement and balance from counterpunching tools Into offensive weapons. The range of players that enter a Pro Circuit event is remarkable, but what really stands out is the access that fans can get Al Templeton, the players stroll around the grounds, watch each other play from the stands and get lunch at the cafe just as the fans do. Far away from the hurried and frantic wOlld of premier WTA events, the llF has carved out a space for people who love tennis for the sake of tennis, even if they may not have previously heard of the individuals playing il At the Central Coast Pro Tennis Open, you might gel the chance to strike up a conversation with a player hked and who knows, in five years you might watch them on ESPN holding up a trophy at the Billie Jean Kirig National Tennis Center. Article Author: 8nila.Slabl lnllne Images: B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 45 of 74 Come experience a superior tennis and recreation club locat ed in the heart of the Central Coast's wine region; six light ed tennis courts, four lighted pickleball courts, fitness, yoga, massage, bocce and the Ghana Hale cafe. Visitors and guests welcome! Templeton Tennis Ranch 345 Championship Ln, Templeton CA 93465 (805) 434-9605 www.ttrtennis.com II B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 46 of 74 3/9/18 1 Templeton Tennis Ranch (TTR) PICKLEBALL EVENT OPPORTUNITIES ATASCADERO TBID BOARD MARCH 21, 2018 The Sport of Pickleball u Pickleball is the fastest growing sport in the US (2016 –2MM players 2018 –3MM players) u TTR began with 4 courts, will have 8 courts by May and 10 courts by YE (2 indoors) u The USAPA Western Region (CA & HI) Ambassador is Steve Sidwell of Paso Robles –Steve is pushing TTR to become a major venue in PB u Some tournaments are now experiencing over 1,000 players u TTR’s location and high-quality facility is ideal for capturing large PB events Building Pickleball u May 12-13 –Our first multi-day event –“Mama Loves Pickleball” u Is organized by Mike Hoxie of “Pickleball Is Great”, in conjunction with Atascadero PB Club u Target is 150 players with 50%+ out-of-county u A successful event will help solidify TTR as a PB venue that is able to host larger events u The Western Regional Ambassadors Event isplanned for Spring 2019 –estimating 150 to 200 participants –over 95% from out of the area u We are currently evaluating hosting an event in the Fall, 2018 Economic Impact u 2018 is a critical year to establish TTR as an excellent California PB venue u Once established a future annual event can achieve well over 500 room nights and significant food and amenity revenue u These events can introduce participants to the Central Coast Region and we can expect continued visitation with post-event revenue u Unfortunately, while TTR is the catalyst to attracting these events, TTR will make very little money as registration fees are minimal u TTR is not in a financial position to host events without making a profit B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 3 Page 47 of 74 3/9/18 2 Marketing u May 2018 event –handled by Pickleball Is Great u Will add to TTR’s website and will have local articles u Western Region Ambassador event will be organized by Pickleball Is Great and the USAPA Western Region u We will encourage local articles to increase awareness u Will target affiliate clubs (out-of-the-area) Budget u This is a new event and we are hoping on a breakeven scenario u Costs are usually higher on a first-time event u We are requesting a sponsorship of $500+ Hotel Partner Group u TTR is building its hotel partners group –currently this consists of SpringHill Suites and Holiday Inn Express Atascadero u We desire to add 2 hotels in Paso Robles and 1 RV facility, and perhaps a coastal hotel or vacation rental service u Our partner hotel group will be listed on our website and be preferred lodging for participants in TTR hosted events Summary u TTR and, by extension, the Central Coast tourism industry as a partner with TTR has an excellent opportunity to create and establish a significant source of revenue for 2018 and beyond u TTR will be bidding on hosting some future events, that if we can capture them, will result in significant future revenues into the area u Local financial support will likely be necessary to add and/or retain these events u TTR is well positioned to draw people to the Central Coast due to our excellent facility and location B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 3 Page 48 of 74 3/9/18 1 Templeton Tennis Ranch (TTR) FOR ATASCADERO TBID BOARD MARCH 21, 2018 Who We Are u TTR began operations in March of 2015 u Owned by the Ralph Goehring family u 5 tennis courts, 8 pickleball courts, 11,000 sq ftclubhouse w/ fitness center, saunas, café, massage and yoga u Outdoor space includes a large lawn with stage, bocce court, fire pit and courtyard area u Significant use green materials and practices –have a 80,000 gal water capture system for landscape use u Adding a 4,320 sq ft Multi-purpose room for community events –targeting Sept 1 USTA Pro Circuit u Began in 1979 –is now the largest professional developmental tennis circuit in the world u Men & Women –over 100 events in the US with over $3.5MM prize money. (30% are $60K or greater). u USTA Pro Circuit alumni have achieved over 50 Grand Slam singles titles and 20 Pro Circuit veterans have risen to No. 1 in the world. u For young players, the Pro Circuit is the ultimate proving ground, and for fans, it provides the opportunity to get a glimpse today at the stars of tomorrow! Central Coast Pro Tennis Open (CCPTO) u TTR sought, and the USTA awarded TTR, a $60,000 Women’s Pro Circuit Tournament u This was the FIRST Professional tennis event in SLO county! u TTR is very fortunate to have captured this event – it is ours to keep until we give it up (which we do NOT want to do) u This is an exceptional event and the SLO County Board recognized the tournament week as “Tennis Awareness Week” in SLO County u The CCPTO consists of i) a singles qualifying round -32 players (4 advance) ii) a singles main draw –32 players iii) a doubles main draw – 32 players (16 teams) It is played over 8 days (Sept 23 to Sept 30) B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 4 Page 49 of 74 3/9/18 2 Demographics u In 2017, we had 62 players: 33 Americans (9 from CA), and 29 players from 17 countries u World rankings from 100 to 400 u This is 1 of 16 women’s US Pro Circuit Tournaments of $60,000 or higher u TTR attracted ~ 1,000 persons during the 8 day event with 200+ turnouts for semi-finals and finals Local Impact u SpringHill Suites was our tournament hotel –they had130 room nights (2017) u We estimate total paid rooms were 200 -250 u USTA Officials and players request home stays –weaccommodated maybe 50% u We estimate about 30% of total spectators werefrom out-of-the-county u We had over 30 kids participate as ball kids on thecourt giving them an enrichment experience u We had a Youth Play Day with the pro’s and we hada pro at a local middle school for an assembly u We had a pro meet and play with local high schoolgirls tennis teams 2017 Marketing u A significant portion of our marketing was provided on an in-kind basis –mostly print and radio (Tribune, Simply-Clear Marketing, New Times, ESPN) u We had social media support from: TTR, SLOCAL and SoCal Tennis Assoc. u Media articles/stories: over 26 articles; includes KSBY and KCOY and national tennis magazines u Provided daily updates and news releases as the tournament progressed u For the tournament, we hired a USTA Press Aide that managed our event message and arranged interviews, etc. u We had a banner ad over Templeton Main Street 2018 Marketing u We will perform similar local marketing as we did for 2017 –we would like more radio u We will hire a USTA Press Aide for 2018 also u We are planning on having more marketing into the SoCal and SJV market (in 2017, we had 2 ads) u We are currently building our club affiliate program –and expect to reach our affiliates’ members with direct marketing. u Our goal is to reach an attendance of 1,500+ u We plan on targeting more local schools to encourage youth to play B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 4 Page 50 of 74 3/9/18 3 Budget u The USTA provided $17k in funding in 2017 which will not occur in 2018 (first year only) u Est. Total revenues: $64,000 Total costs: $120,000 Sponsorships (2017) $39,000 Current Deficit $17,000 u Sponsorships are absolutely critical to meeting our cash outlay – we plan to exceed 2017 u Our event was well attended and received by the local communities last year - this encourages more sponsors u We are seeking local TBID funds as we are a catalyst inbringing out-of-the-area folks to the North County u Sponsorship banners and name recognition are available;full page ad, website link, dominant court signage Player Quotes “The facility is great and the court surface is fast and really suits my game” Taylor Townsend, 21, Atlanta, Ranked #97 (was ITF World Junior Champion 2012) Player Quotes “The weather is so nice and the area is really beautiful” Viktorija Golubic, Switzerland, Ranked #106 Player Quotes “The facility is really nice, I hear they have some amazing wine tasting here, so maybe after the tournament I’ll have to try some” Jamie Loeb, NY, Ranked #153 (2015 NCAA Singles Champion) B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 4 Page 51 of 74 3/9/18 4 Player Quotes “We had never heard of Templeton before this week, and we’re from Southern California” Kaitlyn Christian (body double for Emma Stone in “The Battle of the Sexes”), Won the CCPTO Doubles Title with her partner Guiliana Olmos (both played at USC). Summary u Bringing this caliber event to the Central Coast is economically beneficial to our region u The CCPTO has created a reason for players from all over the world to come to SLO County u TTR, our local volunteers and housing hosts, areexcellent ambassadors for the region –this will lead to future visits and positive word-of-mouthconversations u Our local communities and citizens can enjoyworld-class tennis right here! u TTR does require financial support to continue to host this USTA Pro Circuit Tournament Thank You u We are happy to answer your questions! B-2ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 4 Page 52 of 74 ITEM NUMBER: B-3 DATE: 03/21/18 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Revised ATBID Event Sponsorship Application RECOMMENDATIONS: 1.Approve revised ATBID Event Sponsorship Checklist and Application. 2.Discuss and provide staff direction on event renewal policy. DISCUSSION: The event sponsorship application was approved at the July 7, 2016, ATBID Board Meeting. A revised Event Sponsorship Application was presented and approved by the Board at the April 19, 2017, ATBID Board meeting. Recently, it was determined that further rules and regulations for sponsored event coordinators need to be included on the ATBID Event Sponsorship Application. These rules and regulations define the responsibility of the event coordinator. Event coordinators will be held accountable for promoting and advertising their event, including, but not limited to, listing the event on the Visit SLO CAL website. Event coordinators will also be held responsible for ensuring the Visit Atascadero logo and branding is used appropriately and accordingly on any event materials. This includes ensuring the Visit Atascadero logo is visible on event website and the marketing collateral. Additionally, event coordinators should ensure every effort is made to promote Atascadero as a destination as a whole. On the event website, event planners should only link to the Visit Atascadero lodging page and pay careful attention to never promote specific lodging properties unless individual agreements with those properties have been arranged outside of ATBID activity. The revised application also recommends that, in the case of questions or uncertainties, the event planner reach out to ATBID’s designated Destination Management Consultants. In order to hold event planners responsible for ensuring the Visit Atascadero logo and branding is used appropriately, accordingly and sensibly, the revised application includes a disclaimer stating that should any discrepancies be brought to the ATBID’s attention, it may heavily affect consideration of future ATBID event sponsorship funding. Page 53 of 74 ITEM NUMBER: B-3 DATE: 03/21/18 Finally, the deadline for applications has been updated to reflect a rolling deadline instead of a hard deadline. Furthermore, staff recommends that the Board discuss and provide direction on the possibility of establishing an event renewal policy. FISCAL IMPACT (GL 2802): None. ATTACHMENTS: 1.Revised ATBID Event Sponsorship Checklist 2.Revised ATBID Event Sponsorship Application 3.ATBID Event Support Guidelines Page 54 of 74 1 Event Checklist Event coordinator is responsible for ensuring all necessary documents, approvals and services listed below are acquired. No sponsorship funding will be awarded until proof of items listed below are obtained. Event budget (required with application) Marketing strategy (required with application) Crowd Control safety plan (required with application) Event parking details Security company service description Necessary City permits ABC License (if applicable) Visit Atascadero logo on marketing collateral (including on event website, if applicable) If applicable, link to Visit Atascadero lodging page on event website ***You must submit copies of required documents two weeks prior to event. The Atascadero TBID Board reserves the right to withdraw funding if the appropriate documents are not obtained for the event. B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 1 Page 55 of 74 1 Dear Interested Organization, The Atascadero Tourism Business Improvement District (TBID) was established to promote Atascadero as an overnight destination. The mission of the Atascadero TBID is to encourage visitors to discover what makes Atascadero a simply genuine travel destination resulting in increased revenue for the local community. We appreciate the efforts of community partners to design events that attract visitors to Atascadero and would like to offer our support of those events that align themselves with the Visit Atascadero mission. A portion of the TBID annual budget and regular marketing efforts are set aside each year to help maximize the effect of these efforts. If you would like to be considered for support, please complete the following application. The application must be received at least 12 weeks in advance of the funding deadline to request support from the Atascadero TBID. Unfortunately, we are unable to provide assistance for all events, but please know each request will be considered thoroughly. In order to qualify for event sponsorship, your organization must meet the following requirements or provide a three-year plan detailing how you will ultimately meet these requirements: 1.Support the Visit Atascadero mission 2.Attract visitors from outside San Luis Obispo County 3.Encourage overnight stays of one night or more 4.Obtain the necessary ABC permits, law enforcement approval, city permits and any additional documents needed for the event 5.Provide a detailed event budget 6.Provide post-event metrics which show positive effect on Atascadero tourism In addition to these requirements, ATBID Board will consider the following factors: 1.Will event be held during off-season or mid-week? 2.Is event new or existing? If existing, how was previously awarded support utilized? 3.Three-year growth plan 4.Attendee demographics 5.Fiduciary responsibility Please submit application and all additional documents by email to Angelica Ottman at aott@bigredmktg.com in PDF format. You will receive a confirmation that we have received the application. Typically, we ask that event planners attend a Board Meeting to present their event to the Board which provides an opportunity to ask questions. Atascadero TBID Board Meetings are regularly scheduled for the third Wednesday of the month at 2:30 p.m. at City Hall. The vote regarding funding often takes place at the meeting following the event presentation. Thank you, Angelica Ottman Destination Management Consultant Atascadero Tourism Business Improvement District B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 56 of 74 2 Event Support Application Form Requesting Organization: _______________________________________________ Contact: _________________________ Phone Number: _______________________ Email: ____________________________ Mailing Address: ____________________ City, State, Zip: ________________________________________________________ Name of Event: ________________________________________________________ Event Description: _____________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Event Dates/Times: _____________________________________________________ Event Website: ________________________________________________________ Total Anticipated Attendees: _______ Portion From Outside SLO County: _____% Is this the first year the event will take place? Yes No If this event has taken place previously, please provide historical data including attendance numbers: __________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 57 of 74 3 How will the event be advertised? What resources will be used to advertise? What geographic locations will be targeted? ____________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Crowd Control Safety Plan: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Will the event require an ABC Permit? Yes No Has a City permit been issued for your event or contracted the venue for your event date? Yes No Support Requested (desired monetary amount or in-kind marketing support): _______ ______________________________________________________________________ Describe how the event supports Visit Atascadero’s mission and goals: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Additional Details: ______________________________________________________________________ ______________________________________________________________________ B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 58 of 74 4 ______________________________________________________________________ ______________________________________________________________________ Rules and Regulations for Event Coordinators •Event coordinators will be held accountable for promoting and advertising the event, including, but not limited to, listing the event on the Visit SLO CAL website (www.slocal.com). •Event coordinators will also be held responsible for ensuring the Visit Atascadero logo and branding is used appropriately on any event materials. This includes ensuring the Visit Atascadero logo is visible on event website and marketing collateral. •Event planners should ensure every effort is made to promote the entire Atascadero destination. On the event website, event coordinators should only link to the Visit Atascadero lodging page (www.visitatascadero.com/lodging) and always pay careful attention to never promote specific lodging properties unless individual agreements with those properties have been arranged outside of ATBID activity. ***Please include a detailed event budget and marketing strategy. Feel free to attach additional information for consideration with application. ***You must submit copies of additional required documents two weeks prior to event. The Atascadero TBID Board reserves the right to withdraw funding if the appropriate documents are not obtained for the event. IMPORTANT: Future ATBID event sponsorship funding requests may be affected should any discrepancies, including, but not limited to, event application, planning, marketing materials or website, be brought to ATBID’s attention. Applicant Signature __________________________ Date ___________ In case of questions or the need for clarification, please contact Destination Management Consultant, Angelica Ottman at aott@bigredmktg.com. B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 59 of 74 1 Atascadero Business Improvement District (ATBID) Event Support Guidelines •Attracts 3,000 or more attendees •More than 30% of attendees are visitors •Event encourages 2+ night stayTier1 •Attracts between 501 -3,000 attendees •Less than 30% of attendees are visitors •Event encourages 1 night stayTier2 •Attracts 500 or less attendeesTier3 Total Support = Up to $15,000 Total Support = Up to $7,500 Total Support = Up to $500 B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 3 Page 60 of 74 2 Atascadero Business Improvement District (ATBID) Event Support Guidelines Additional considerations: 1) Does event support Visit Atascadero objectives? 2) Will event be held during off-season or high-season? 3) Is event new or existing? If existing, how was previously awarded money spent? 4) Three-year growth plan 5) Attendee demographics 6) Fiduciary responsibility B-3ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 3 Page 61 of 74 ITEM NUMBER: B-4 DATE: 03/21/18 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Host Compliance Renewal RECOMMENDATION: Approve one-year renewal with Host Compliance for $2,700. DISCUSSION: Host Compliance helps municipalities understand the scale and scope of the short-term rental activity in their community and enact short-term rental regulation that minimizes any noise, trash, parking and traffic problems, as well as impacts on housing and neighborhood character. Host Compliance can manage the registration, permitting, compliance monitoring and enforcement processes so city staff can focus on higher value-added activities. At the February 15, 2017, ATBID Board Meeting, the Board approved using Host Compliance as a cost-effective solution to Atascadero’s short-term rental monitoring and compliance. Since using with Host Compliance, over 30 lodging properties have come into compliance, chosen to become a long-term lease or informed that short-term stays are not allowed because they are permitted as a deed restricted/affordable housing. The attached document entitled “Vacation Stay Rentals” has been provided by the City to show the progress that has been made since using with Host Compliance. Staff recommends that the Board approve a one-year renewal with Host Compliance for $2,700 to continue monitoring short-term rentals. FISCAL IMPACT (GL 2104): Up to $2,700. Last year, the Board approved short-term rental compliance services with Host Compliance at the February 15, 2018 ATBID Board meeting for $2,700. Page 62 of 74 ITEM NUMBER: B-4 DATE: 03/21/18 ATTACHMENTS: 1. Vacation Stay Rentals List 2. Host Compliance Presentation Page 63 of 74 VACATION STAY RENTALS Updated 1/4/18 Ref Bus. Lic.Identified Address Owner Name Owner Street Address Owner City Owner State Owner Zip Active Listing Listings First Activity Last Documented Stay 1 B/L 14006 Morro Road, Atascadero, CA, United States Steven M Treetal 14006 Morro Road Atascadero CA 93422 TRUE 5/13/17 0:00 4/14/17 0:00 2 10519 Cuesta Court, Atascadero, CA, United States Guillen Kyle & Kassandra 10519 Cuesta Ct Atascadero CA 93422 TRUE 7/4/16 7:44 10/16/16 17:11 3 B/L 10720 Portal Road, Atascadero, CA, United States GEIBEL WILLIAM C & PAULA K 10720 Portal Rd Atascadero CA 93422 TRUE 11/27/14 12:11 4/10/17 0:00 4 NL 10805 Colorado Road, Atascadero, CA, United States BURELLE LAWRENCE H & ELAINE M 10805 Colorado Rd Atascadero CA 93422 TRUE 3/13/17 5:22 5 NL 11165 Avion Road, Atascadero, CA, United States CAO XIAOHONG 11165 Avion Rd Atascadero CA 93422 TRUE 6/20/16 6:18 4/6/17 23:17 6 11505 Santa Ana Road, Atascadero, CA, United States GRASH CHARLES M TRE ETAL 825 Riverside Ave Ste 15 Paso Robles CA 93446 TRUE 4/30/15 0:00 4/9/17 16:10 7 11519 Piona Lane, Atascadero, CA, United States CURRY RYAN A & STEFANI N 11519 Piona Ln Atascadero CA 93422 TRUE 4/6/16 11:07 7/19/16 2:02 8 B/L 10775 Santa Ana Road, Atascadero, CA, United States YOUNG-MOHLE AMIE R TRE 10755 Santa Ana Rd Atascadero CA 93422 TRUE 4/8/13 14:01 8/10/16 1:55 9 21 Quail Ridge Dr, Atascadero, CA, United States BROAD GARY 20 Bayview St San Rafael CA 94901 TRUE 2/28/17 0:21 10 2905 North Ferrocarril Road, Atascadero, CA HAZELHOFER GREGORY M & CHELSEA A 2905 Ferrocarril Rd Atascadero CA 93422 TRUE 3/16/16 8:53 4/9/17 16:01 11 3955 Monterey Road, Atascadero, CA, United States KUDEN DAVID J ETAL 3955 Monterey Rd Atascadero CA 93422 TRUE 2/22/17 0:21 4/9/17 15:57 12 B/L 4060 Nogales Avenue, Atascadero, CA, United States SILVA KEVIN G TRE ETAL 4695 San Anselmo Rd Atascadero CA 93422 TRUE 7/13/15 17:09 4/8/17 18:22 13 5092 Palma Avenue, Atascadero, CA, United States HARVEY BENJAMIN P & CHLOEE C 5092 Palma Ave Atascadero CA 93422 TRUE 9/17/16 16:35 3/3/17 19:22 14 5220 Vida Avenue, Atascadero, CA, United States CUMMINGS DANA M 5220 Vida Ave Atascadero CA 93422 TRUE 10/16/16 18:18 3/19/17 18:11 15 5304 Barrenda Avenue, Atascadero, CA, United States Hardy Robert Tre Etal 6700 Rocky Canyon Rd Atascadero CA 93422 TRUE 10/16/16 16:16 4/9/17 18:24 B/L 5420 Palma Avenue, Atascadero, CA, United States SNOW ROLAND H II TRE ETAL 1250 Paint Horse Pl Paso Robles CA 93446 TRUE 1/20/15 13:24 4/12/17 20:02 16 B/L 5445 Olmeda Avenue, Atascadero, CA, United States STAHL ANNE 5445 Olmeda Ave Atascadero CA 93422 TRUE 6/23/14 12:21 2/7/17 0:00 17 LT 5529 Madrono Place, Atascadero, CA, United States NATHANSON NICOLE A 5529 Madrono Pl Atascadero CA 93422 TRUE 10/25/15 18:59 3/19/17 16:31 18 5595 Lobos Lane, Atascadero, CA, United States PETERSON BARRY M ETAL 5595 Lobos Ln Atascadero CA 93422 TRUE 2/15/16 19:37 4/9/17 15:12 19 NL 5711 Olmeda Avenue, Atascadero, CA, United States ERWIN ROBERT N & CLARA C 5711 Olmeda Ave Atascadero CA 93422 TRUE 8/18/14 17:11 4/9/17 15:53 20 B/L 6291 Monterey Court, Atascadero, CA, United States KIEL JOHN & JILL 6291 Monterey Ct Atascadero CA 93422 TRUE 7/24/16 16:17 4/13/17 0:00 21 6480 Alta Pradera Lane, Atascadero, CA, United States OTIS TERRY B ETAL 6480 Alta Pradera Ln Atascadero CA 93422 TRUE 9/19/16 11:57 4/9/17 15:28 22 B/L 6680 Navarette Avenue, Atascadero, CA, United States WILLIAMS AMBER ETCON 6680 Navarette Ave Atascadero CA 93422 TRUE 5/31/16 0:00 2/21/17 17:18 23 B/L 6705 Llano Road, Atascadero, CA, United States BERDOLL CHRIS L ETUX 6705 Llano Rd Atascadero CA 93422 TRUE 5/23/16 8:59 10/19/16 9:06 24 B/L 6960 Santa Lucia Road, Atascadero, CA, United States FUTAK TRUDY 6960 Santa Lucia Rd Atascadero CA 93422 TRUE 12/28/14 14:23 3/19/17 15:26 25 NL 7060 Santa Lucia Road, Atascadero, CA, United States BAGDWAL LAVINDER PO Box 1906 Atascadero CA 93423 TRUE 6/25/16 18:51 8/21/16 7:06 26 B/L 7100 Carmelita Avenue, Atascadero, CA, United States DEROSE MARIO & NORA L ETAL 7100 Carmelita Ave Atascadero CA 93422 TRUE 2/16/16 15:52 4/12/17 23:25 27 B/L 7150 Bella Vista Road, Atascadero, CA, United States MILLER MELANIE S 7150 Bella Vista Rd Atascadero CA 93422 TRUE 10/10/16 15:09 11/28/16 6:40 28 7975 San Marcos Road, Atascadero, CA, United States HAYS ANDREW & ELLEN 7975 San Marcos Rd Atascadero CA 93422 TRUE 6/19/14 12:54 3/26/17 18:47 29 B/L 8030 Atascadero Avenue, Atascadero, CA, United States DIENZO RAYMOND & LAURA 8030 Atascadero Ave Atascadero CA 93422 TRUE 12/14/15 18:10 4/8/17 15:09 30 B/L 8220 Santa Rosa Road, Atascadero, CA, United States TRUMBULL JONATHAN & JEAN 8220 Santa Rosa Rd Atascadero CA 93422 TRUE 1/29/16 13:44 4/9/17 18:49 31 NL 8590 Alegre Avenue, Atascadero, CA, United States KELLY ROBERT D JR & ELIZABETH A 8405 Morro Rd Atascadero CA 93422 TRUE 2/16/15 15:33 2/15/16 21:23 32 NL 8850 San Gabriel Road, Atascadero, CA, United States FOWLER ROBERT H 8850 San Gabriel Rd Atascadero CA 93422 TRUE 9/1/14 16:32 10/16/16 15:47 33 B/L 9045 Via Tortuga, Atascadero, CA, United States BURKE MICHAEL T TRE ETAL 9045 Via Tortuga Atascadero CA 93422 TRUE 11/25/15 17:35 9/14/16 16:42 34 B/L 9060 Santa Lucia Road, Atascadero, CA, United States MANCUSO VIRGINIA C TRE 9060 Santa Lucia Rd Atascadero CA 93422 TRUE 5/30/16 7:46 4/9/17 22:45 35 LT 9160 Santa Lucia Road, Atascadero, CA, United States HOGUE PATRICK L TRE ETAL PO Box 1076 Atascadero CA 93423 TRUE 6/13/14 0:00 9/16/14 0:00 36 B/L 9205 Balboa Road, Atascadero, CA, United States GURREAU YULE B & LAURA L 9205 Balboa Rd Atascadero CA 93422 TRUE 6/30/15 11:52 4/4/17 0:00 37 DR 9350 Via Cielo, Atascadero, CA, United States WHEELER STEVEN B & SELENA M ETAL 9350 Via Cielo Atascadero CA 93422 TRUE 4/1/16 0:00 4/9/17 16:49 38 NL 9555 Sausalito Road, Atascadero, CA, United States VANINWEGEN CURTIS S & MARTHA S 9555 Sausalito Rd Atascadero CA 93422 TRUE 2/15/15 15:36 6/14/16 9:41 39 LT 9630 Santa Lucia Road, Atascadero, CA, United States NICHOLS DAVID J & CHANTEL C 9630 Santa Lucia Rd Atascadero CA 93422 TRUE 5/19/16 21:46 40 LT 9730 Atascadero Avenue, Atascadero, CA, United States KIRK BLAIR G 9730 Atascadero Ave Atascadero CA 93422 TRUE 1/31/16 15:35 4/9/17 15:54 41 9230 Curbaril Avenue, Atascadero, CA, United States ROBASCIOTTI DEL 14465 Sandoval Rd Atascadero CA 93422 TRUE 6/21/17 0:00 7/3/17 0:00 42 B/L 13545 Old Morro Road, Atascadero, CA, United States DAVIS ROBERT F & MELINDA S 13545 OLD MORRO RD Atascadero CA 93422 Yes More than one year ago Last 31-60 days 43 B/L 4419 Del Rio Road, Atascadero, CA, United States Stilwell & Hoffman 4419 DEL RIO RD Atascadero CA 93422 Yes Last 31-60 days Last 31-60 days 44 2560 Alturas Road, Atascadero, CA, United States ORGILL KENNETH R 2560 ALTURAS AVE Atascadero CA 93422 Yes Last 61-120 days Last 61-120 days 45 5225 Alamo Avenue, Atascadero, CA, United States SHORES JIMMIE D PO BOX 216 Atascadero CA 93422 Yes Last 31-60 days Last 31-60 days NOTE: GREEN, YELLOW, ORANGE,& BLUE ALL INDICATE "ACTION COMPLETE"…..JUST DIFFERENT RESULTS.Totals: DR - 1 LEGEND:NL - 7 GREEN = B/L = NEW BUSINESS LICENSE APPLIED FOR (or) HAVE EXISTING BUSINESS LICENSE LT - 4 YELLOW = LT = NOW DOING " LONG TERM" LEASE INSTEAD B/L - 19 ORANGE = NL = NO LONGER DOING "VACATION STAYS" OR ANY TYPE OF "PAID" STAYS AT ALL (ONLY FREE; i.e. FAMILY)31 BLUE =DR = DEED RESTRICTED/AFFORDABLE HOUSING, SO INFORMED THAT SHORT TERM STAYS NOT ALLOWED B-4ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 1 Page 64 of 74 Cost-effective solutions to Atascadero’s short-term rental 1 February, 2018 monitoring and compliance problems 2 Short Term Vacation Rental Program Results Identified rental units: 86 Rental units with address identified: 59 or 68.60% New rental units since initial setup: 65 Average new listings per month: 8 Average new rental units per month: 5 What compliance results have you had? Time for some help? Our Compliance Monitoring customers are averaging over 65% compliance from our services. Some great examples of results from Compliance Monitoring programs: •Truckee, CA achieved over 75% compliance of letters sent drivingalmost 400 new registrants. •Fort Collins, CO achieved over 80% compliance of letters sent•Placer County, CA achieve over 80% compliance of letters sentresulting in more than $750,000 in recovered revenue. 3 •Address Identification: Online dashboard with complete address information and screenshots of all identifiable STRs in Atascadero’s jurisdiction •Compliance Monitoring: Ongoing monitoring of STRs for zoning andpermit compliance coupled with systematic outreach to illegal short-term rental operators (using Atascadero’s form letters) •Rental Activity Monitoring and Tax Collection Support: Ongoing monitoring of Atascadero’s STR listings for signs of rental activity. Enables data-informed tax compliance monitoring and other enforcement practices that require knowledge of STR activity level •Dedicated Hotline: 24/7 staffed telephone hotline for neighbors to report non-emergency STR problems •Mobile Enabled Permitting and Registration: Mobile/web forms andback-end systems for streamlining Atascadero’s permitting and registration processes and capturing payments, signatures and required documents Services Reminder 4 4 Renewal Pricing for 2018 for Atascadero Renewal of Services: Additional Services Available: Address Identification $2,070 /yr $765 /yr $1,020 /yr $612 /yr Compliance Monitoring Rental Activity Monitoring 24/7 Dedicated Hotline Mobile Registration $5,000 /yr We have identified on average within the past 10 months 69 listings and 52 unique short-term rental units within Atascadero. Multi-year renewals available. Lock in pricing and receive future discounts. Prices based in USD. B-4ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 65 of 74 Multi-year renewal pricing for Atascadero 5 5 Address Identification $2,070 /yr $765 /yr $1,020 /yr $612 /yr Compliance Monitoring Rental Activity Monitoring 24/7 Dedicated Hotline Mobile Registration $5,000 /yr 2 Year Commitment Price/Year $1,863 /yr $689 /yr $918 /yr $551 /yr $4,500 /yr 3 Year Commitment Price/Year 10% Discount Prices based in USD. Contact info Please feel free to contact us anytime if you have any questions! 6 Ulrik Binzer binzer@hostcompliance.com 857.928.0955 Paul Hetherington paulh@hostcompliance.com 604.763.7285 www.hostcompliance.com B-4ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 2 Page 66 of 74 ITEM NUMBER: B-5 DATE: 3/21/18 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Monthly Marketing Statistics Summary RECOMMENDATION: Receive and file February Marketing Statistics Report. DISCUSSION: February's digital ads focused on millennial outdoor enthusiasts living in drive markets to Atascadero. Verdin is currently running a video-only campaign and shifted the focus to views-to-completion rates over clicks to test engagement. The videos continue to perform well and the engagement supports our messaging and targeting efforts, with excellent cost-per-click totals. Looking ahead to a month of event-heavy promotion, these ads will continue to run but will target the family travel market in March. FISCAL IMPACT: None. ATTACHMENTS: 1.February Statistics Summary Page 67 of 74 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM FEBRUARY STAT SUMMARY ATASCADERO TBID March 5, 2017 WEB ANALYTICS (2018 vs. 2017) WEBSITE TRAFFIC Website Views: 9,118 vs. 10,017 New Visitors: 3,702 (85.54% of visitors) PPV (Page Per Visit): 2.08 TOS (Time on Site): 1:05 ACQUISITION Social: 1,528 v. 662 Organic: 1,292 v. 1,103 Direct: 752 v. 1,922 Referral: 331 v. 1,774 Top Keyword Search: Santa Barbara Zoo PAGE VIEWS Lodging: 1,955 Homepage: 1,497 Things to do: 1,269 Events: 654 GEOGRAPHIC REFERRALS San Francisco: 575 Los Angeles: 399 Atascadero: 334 San Jose: 308 Paso Robles: 151 TOP REFERRING URLS Facebook: 1,506 Yahoo/Bing/Google: 1,301 univision.com: 48 centralcoast-tourism.com: 29 centralcoastcraftbeerfest.com: 22 SOCIAL MEDIA ANALYTICS FACEBOOK Facebook Fans: 5,786 Impressions: 232,357 Organic: 22,257 Paid: 194,491 Reach: 190,113 Engagements: 4,023 Top Post: Santa Margarita Ranch wedding post Reach: 1,746 Main audience: Women over 35, living in SLO County and Valley INSTAGRAM AND TWITTER Instagram Followers: 1,048 New Followers: 25 Likes received: 876 Comments received: 23 Main audience: Women under 35, new audience Twitter Followers: 189 Reach: 5,251 Engagements: 10 Main audience: Reporters and Destinations B-5ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 1 Page 68 of 74 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM 2 ADVERTISING ANALYTICS The advertising that ran in February included Facebook video ads and Travel Spike video ads. FACEBOOK The Millennial focused video ran in February. The budget was broken out separately for Facebook and Instagram. The results were improved by running separate campaigns, and they also illuminated the benefits of each platform. Performance improved for both Facebook and Instagram over January, with a strong increase in video views. Facebook: Total Impressions: 154,512 Total Clicks: 1,983 CTR: 1.71% Views to completion: 1,528 (+65%) Cost per view: $0.18 Instagram: Total Impressions: 26,307 Total Clicks: 110 CTR: 0.42% Views to completion: 20,398 (+51%) Cost per view: $0.02 Total Facebook February Results (including social posts): Total Impressions: 199,374 Total Clicks: 3,401 (+305) CTR: 1.71% Actions (including likes, shares, comments): 36,307 Video Views to 100%: 22,763 TRAVEL SPIKE Travel Spike began mid-February. This season the Travel Spike platform is promoting video and engagement. While the impressions stay high, video traditionally has higher engagement rates than click rates. This is to be expected. Total Impressions: 25,164 Total views: 25,164 Total Clicks: 26 Video Views to 100%: 15,949 B-5ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 1 Page 69 of 74 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM 3 The February e-newsletter went out on Thursday, February 1st. This was the second month using an overall theme for the e-newsletter. The theme was based around Valentine’s Day and National Wedding Month and it featured the Sweetheart Stroll, Romantic Escape package, and Central Coast wedding venues. 3,807 Recipients 10.5% Open Rate (Industry Average is 15.7%) 1.5% Click Through Rate (Industry Average is 1.6%) E-NEWSLETTER ANALYTICS B-5ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 1 Page 70 of 74 ITEM NUMBER: B-6 DATE: 3/21/18 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Monthly Budget Report RECOMMENDATION: Receive and file January Budget Report. DISCUSSION: The updated budget includes all expenses that have been processed by the City and submitted to Big Red Marketing as of January 31, 2018. The Board approved a $7,500 event sponsorship of Z-Day Car Show on September 20, 2017. The $7,500 sponsorship is accounted for under the Event Support Program, GL code 2802. Upon review of this month’s budget all other expenses are in line with expected expenditures and income. FISCAL IMPACT: None. ATTACHMENTS: 1.ATBID Budget 2.ATBID Fund Summary 3.TOT Report Page 71 of 74 GL #Notes REVENUE PROJECTIONS July August September October November December January 1100 2% BID Revenue July 2017 - June 2018 $13, 598 $47,630.00 $41,737.00 $0.00 $59,335 $2,070 $150,772.00 261,250.00$ Awaiting figures from City finance department. Current figures are based on previous year 1200 Estimated Fund Balance from 2016/2017 $365,370 Figure not final until fiscal year is closed by City Finance. Current figure is estimated based on anticipated remaining fiscal year activity. 1300 Investment Earnings 3,810.00$ TOTAL 630,430.00$ Budget Actuals 2017/2018 Proposed Budget 2100 Admin 14,610.00$ 2101 City Admin Fees 2,610.00$ 2102 Office Expense 5,000.00$ 2103 Operating Supplies and misc. expenses 2,000.00$ 2104 Lodging Ordinance Enforcement 5,000.00$ 2200 Contracting Firm Fees 54,000.00$ 2201 Big Red Marketing - Destination Manager 2,500.00$ 2,500.00$ 2,500.00$ 4,500.00$ 3,000.00$ $3,000 $3,000 21,000.00$ 36,000.00$ Per presented scope of work 2202 Verdin Marketing - Marketing Firm 1,011.80$ 1,613.50$ 1,078.20$ 1,409.30$ 1,696.30$ 1,417.90$ 1,824.80$ 10,051.80$ 18,000.00$ Per presented scope of work 2300 Visual Assets and Branding 71,500.00$ 2301 Photography & Video 11,856.40$ 1,658.60$ 2,400.00$ 15,915.00$ 20,000.00$ 2302 Creative Services - Verdin Scope 3,632.50$ 5,321.90$ 2,131.79$ 1,176.80$ 196.20$ 1,989.10$ 2,964.00$ 17,412.29$ 28,500.00$ Per presented scope of work 2303 Creative Services - Out of Scope 5,000.00$ 2304 Promotional Items & Visit Atascadero Brochure 8,778.57$ 2,845.42$ 11,623.99$ 18,000.00$ 2400 Digital Marketing 28,353.00$ 2401 Website Updates 145.00$ 70.40$ 150.00$ 188.00$ 25.60$ 125.00$ 704.00$ 4,353.00$ Per presented scope of work 2402 Social Media contest hard costs 1,167.55$ 235.24$ 1,402.79$ 2,000.00$ 2403 Social Media/Contest Management 1,533.64$ 1,539.09$ 1,570.40$ 1,601.00$ 1,322.20$ 1,521.60$ 1,574.80$ 10,662.73$ 16,000.00$ Per presented scope of work 2404 E-Newsletter 527.80$ 551.00$ 568.20$ 477.80$ 502.00$ 620.60$ 757.60$ 4,005.00$ 6,000.00$ Per presented scope of work. Previously combined with GL 2404 2500 Advertising 116,647.00$ 2501 Planned Media Buys 1,276.60$ 1,235.59$ 5,597.15$ 12,112.63$ 10,518.07$ 3,323.08$ 1,447.69$ 35,510.81$ 60,647.00$ Per presented scope of work less separation of Visitor Guide costs 2502 Reactive Advertising & Co-Ops 3,650.00$ 3,650.00$ 50,000.00$ 2503 Verdin Media Retainer 494.60$ 533.30$ 500.60$ 38.40$ 29.00$ 66.00$ 1,661.90$ 6,000.00$ 2600 Public Relations 11,500.00$ 2601 Group FAM 4,000.00$ 2602 Individual Itineraries 2,500.00$ 2603 PR Retainer & Reactive Planning 282.20$ 29.00$ 1,120.40$ 992.30$ 754.40$ 260.00$ 3,438.30$ 5,000.00$ Per presented scope of work 2700 Tour & Travel 23,000.00$ 2701 CCTC Co Op Fams 425.00$ 425.00$ 1,500.00$ 2702 Visit CA Co Op Fams 1,500.00$ 2703 Trade Show 20,000.00$ Verdin's assistance at one trade show and/or tradeshow booth design and hard costs (TBD) 2800 Consumer Outreach 60,000.00$ 2801 Consumer Show Presence 3,000.00$ 4,016.68$ 949.56$ 7,966.24$ 10,000.00$ 2802 Event Support Program 21,075.00$ 7,500.00$ 300.00$ $10,000 7,500.00$ 46,375.00$ 50,000.00$ TOTAL EXPENSES 41,537.71$ 20,968.38$ 19,087.14$ 37,314.63$ 35,972.47$ 17,169.39$ 191,804.85$ 379,610.00$ 3001 Cash Reserves 37,000.00$ 10% of total budget Contingency 4001 Contingency Fund (unallocated)$213,820.00 TOTAL BUDGET 630,430.00$ ATBID 2017/18 Proposed BUDGETED P&L B-6ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 1 Page 72 of 74 3/8/18 FUND TYPE 235 Special Revenue YTD ACTUAL* ACTUAL ACTUAL ACTUAL BUDGETED 2017-2018 BUDGETED 2014-2015 2015-2016 2016-2017 2016-2017 through 01/31/18 2017-2018 REVENUES 41530.6300 Taxes and Assessments 162,036$ 241,078$ 267,507$ 186,690$ 150,772$ 261,250$ 46110.0000 Investment Earnings 2,068 5,458 724 2,110 - 3,810 Total Revenue 164,104 246,536 268,231 188,800 150,772 265,060 EXPENSES 6050000 Office Expense - 5,164 - 2,200 - 5,000 6070000 Advertising 3,450 86,914 91,005 90,000 89,147 95,000 6400000 Operating Supplies - 1,217 120 - - 2,000 6500000 Contract Services 26,173 105,314 138,414 155,000 106,615 275,000 6600000 Professional Development - - 425 - 425 - 6740000 Business Development - 5,000 - - 3,000 - 6900000 Administration 1,620 2,411 2,675 1,870 1,508 2,610 Total Expenses 31,243 206,020 232,639 249,070 200,695 379,610 NET INCOME/(LOSS)132,861 40,516 35,592 (60,270) (49,923) (114,550) BEGINNING AVAILABLE BALANCE 156,472 289,333 329,849 220,690 365,441 365,370 ENDING AVAILABLE BALANCE 289,333$ 329,849$ 365,441$ 160,420$ 315,518$ 250,820$ *Actual numbers are unaudited, not yet finalized and are subject to change Atascadero Tourism Business Improvement District (ATBID) Fund B-6ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 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$ B-6ITEM NUMBER: DATE:TEATTACHMENT:03/21/18 3 Page 74 of 74